Civic Intelligence

Great Oak Academic Leadership Society

EIN 20-1127880 • 501(c)3 • Temecula, CA

Profile

The mission of Great Oak Academic Leadership Society is to expand and enrich the educational experience of the students at Great Oak High School.

32555 Deer Hollow WayTemecula, CA 92592

gohs.tvusd.k12.ca.us/GOALS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-7.8%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

11th percentile

-18%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-8.2%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$527,242

Down $115,631 (-18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$527,242

Down $115,631 (-18%) from 2018

Operations
Liabilities / Revenue20th percentileNet Margin24th percentile

Revenue

Down

$1,476,931

Down $131,828 (-8.2%) from 2018

Expenses

Down

$1,592,562

Down $35,412 (-2.2%) from 2018

Net Income

Down

-$115,631

Down $96,416 (-502%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $209,424Liabilities 2011: $0Net Assets 2011: $209,4242011Assets 2012: $400,432Liabilities 2012: $0Net Assets 2012: $400,4322012Assets 2013: $334,608Liabilities 2013: $0Net Assets 2013: $334,6082013Assets 2014: $495,988Liabilities 2014: $0Net Assets 2014: $495,9882014Assets 2015: $596,855Liabilities 2015: $0Net Assets 2015: $596,8552015Assets 2016: $599,236Liabilities 2016: $0Net Assets 2016: $599,2362016Assets 2018: $642,873Liabilities 2018: $0Net Assets 2018: $642,8732018Assets 2019: $527,242Liabilities 2019: $0Net Assets 2019: $527,2422019

Highlighted filing

2019

Assets$527,242
Liabilities$0
Net Assets$527,242
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $766,878Expenses 2011: $788,715Net Income 2011: -$21,8372011Revenue 2012: $1,085,077Expenses 2012: $894,069Net Income 2012: $191,0082012Revenue 2013: $1,217,871Expenses 2013: $1,283,695Net Income 2013: -$65,8242013Revenue 2014: $1,121,082Expenses 2014: $959,702Net Income 2014: $161,3802014Revenue 2015: $1,490,714Expenses 2015: $1,389,847Net Income 2015: $100,8672015Revenue 2016: $1,729,541Expenses 2016: $1,767,178Net Income 2016: -$37,6372016Revenue 2018: $1,608,759Expenses 2018: $1,627,974Net Income 2018: -$19,2152018Revenue 2019: $1,476,931Expenses 2019: $1,592,562Net Income 2019: -$115,6312019

Highlighted filing

2019

Revenue$1,476,931
Expenses$1,592,562
Net Income-$115,631
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$527,242
Liabilities
$0
Net assets
$527,242
Revenue
$1,476,931
Expenses
$1,592,562
Net income
-$115,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$1.48$1.59$0.12
2018Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$1.61$1.63$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.73$1.77$0.04
2015Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$1.49$1.39$0.10
2014Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$1.12$0.96$0.16
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$1.22$1.28$0.07
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$1.09$0.89$0.19
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.77$0.79$0.02
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 15, 2016
Return Version
2015v3.0
Gross Receipts
$1,933,751
Mission and Program Overview

Mission

The mission of Great Oak Academic Leadership Society is to expand and enrich the educational experience of the students at Great Oak High School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$596,855$599,236▲ $2,381
Total Assets$596,855$599,236▲ $2,381
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$596,855$599,236▲ $2,381
Total Net Assets Fund Balance$596,855$599,236▲ $2,381
Total Liabilities and Net Assets / Fund Balance$596,855$599,236▲ $2,381
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Patty BellPresident
Dan SeguraVice President
Jessica AvilesFundraising Director
Debra BurrowMember
Gwen ConroyMember
Letha GreenMember
Lizza FlynnMember
Elizabeth HarriganSecretary
Jami PriceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,455,924
Program Service Revenue
$0
Investment Income
$1,348
Other Revenue
$272,269
All Other Contributions
$1,206,352
Change in Net Assets
$-37,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,402,075
Grants and Similar Amounts Paid$336,189
Total Fundraising Expense$11,193
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$671,854--$671,854
Grants to Domestic Orgs$336,189--$336,189
Conferences and Meetings$115,396--$115,396
All Other Expenses$82,281--$82,281
Other Expenses$56,141--$56,141
Fees for Services Other$37,206--$37,206
Benefits to Members$28,914--$28,914
Office Expenses-$7,353$11,193$18,546
Fees for Services Management-$12,662-$12,662
Insurance-$4,639-$4,639
Information Technology-$3,286-$3,286
Total Functional Expenses$1,728,045$27,940$11,193$1,767,178
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Great Oak High SchoolTemecula, CA-See Part IV-
Temecula Dollars for ScholarsTemecula, CA-See Part IV-
Temecula Valley Unified School DistTemecula, CA-See Part IV-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$45,481
Gaming Direct Expenses$4,956
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BBall Golf$38,315$38,315$89$38,226
CC Golf$20,615$20,615$413$20,202
Total Events$220,366$220,366$20,076$200,290
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Directors are elected annually for two year terms by the Board of Directors. The Executive Board is elected from the Board of DIrectors by the Directors.”

Form 990 governing body review Part VI line 11

“There is no process the organization uses to review the Form 990 before filing. The completed form is available for review in the GOALS office furing office hours.”

Governing documents etc available to public Part VI line 19

“GOALS makes its governing documents and financial documents available for inspection at the GOALS office during office hours.”

Filing and Contact Details

Filer

Filer Name
Great Oak Academic Leadership Society
EIN
20-1127880
Address
32555 Deer Hollow Way, Temecula, CA 92592
Doing Business As
Goals

Signing Officer

Name
Patty Bell
Title
President
Phone
9512946450
Signed
2016-12-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Patty Bell
Formed
2004
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
500

Preparer

Firm
Richards & Associates
Address
26395 Jefferson Suite B, Murrieta, CA 92562
Preparer
Michael Richards
Phone
9513042501
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0569
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0618
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0595379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0489707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0260171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0267297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0187885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01800439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0758
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0569
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04718
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt045481
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt058516
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt030639
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-2358
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt025485
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0157763
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97820
IRS990ScheduleA/PublicSupportPY509Pct00.98000
IRS990ScheduleA/PublicSupportTotal509Amt07294708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01888270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01681039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01216975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01345842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01162582
IRS990ScheduleA/Total509Grp/TotalAmt07294708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01935099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01740980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01248372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01344053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01188685
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07457189
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020076
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BBall Golf
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CC Golf
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08788
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03653
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0161436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0220366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0161436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0220366
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0200290
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0502
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0413
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt014
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01980
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05153
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07133
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt03900
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt03900
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt04955
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt023504
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt021976
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt045480
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt040525
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0504
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt01055
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt0551
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0Carol Weinrich
IRS990ScheduleG/GamingManagerServicesProvTxt0Financial accounting legal compliance event mgmt
IRS990ScheduleG/GamingOtherFacilityPct01.000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Patty Bell
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt032555 Deer Hollow Way
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Temecula
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd092592
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt043438
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt1292751
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt228914
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0See Part IV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1See Part IV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2See Part IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Great Oak High School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Temecula Valley Unified School Dist
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Temecula Dollars for Scholars
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt032555 Deer Hollow Way
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt131350 Rancho Vista Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt231350 Rancho Vista Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Temecula
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Temecula
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Temecula
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092592
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192591
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292591
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Part 1, Line 2 - GOALS makes donation to Great Oak High School and to the Temecula Valley Unified School District to help pay for supplemental coaching, transportation, and for other items used to enhance the educational experience of GOHS students. FUnds are approved for their intended use by the Temecula Valley Unified School District Board of Trustees for the purpose intended. Part II, Lines 1 and 2 (h) Donations to GOHS and TVUSD provide coaching and teaching assistance to approximately 2,000 students, It helps provide Spirit Packs (workout clothing and some uniform pieces) and transportation fees. This donation is also used to provide athletic referees and game security. Some of these dunds are also used to pay tournament entry fees. Part II, Line 3 (h) - Provides college scholarships to students based on criteria established by the Temecula Dollars for Scholars organization. DFS ensures that the funds go directly to the chosen recipients college for their benefit.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Information for Schedule I
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors are elected annually for two year terms by the Board of Directors. The Executive Board is elected from the Board of DIrectors by the Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There is no process the organization uses to review the Form 990 before filing. The completed form is available for review in the GOALS office furing office hours.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOALS makes its governing documents and financial documents available for inspection at the GOALS office during office hours.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0596855
IRS990/TotalAssetsEOYAmt0599236
IRS990/TotalAssetsGrp/BOYAmt0596855
IRS990/TotalAssetsGrp/EOYAmt0599236
IRS990/TotalCompGreaterThan150KInd0false

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