Civic Intelligence

Oak Hills PTA

990EZ • Fiscal year 2018 • EIN 20-3300517

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

26730 Old Rock RoadValencia, CA 91381

(661) 291-4100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

93rd percentile

129%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$67,557

Up $38,097 (+129%) from 2017

Net Assets

Up

$67,557

Up $38,097 (+129%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$72,308

Up $92 (+0.1%) from 2017

Expenses

Down

$34,211

Down $42,749 (-56%) from 2017

Net Income

Up

$38,097

Up $42,841 (+903%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $29,946Net Assets 2011: $29,9462011Assets 2012: $31,949Net Assets 2012: $31,9492012Assets 2013: $24,024Net Assets 2013: $24,0242013Assets 2014: $53,410Net Assets 2014: $53,4102014Assets 2015: $50,114Net Assets 2015: $50,1142015Assets 2016: $34,204Liabilities 2016: $02016Assets 2017: $29,460Net Assets 2017: $29,4602017Assets 2018: $67,557Net Assets 2018: $67,5572018Assets 2019: $49,036Net Assets 2019: $49,0362019Assets 2020: $85,347Liabilities 2020: $0Net Assets 2020: $85,3472020Assets 2021: $65,251Liabilities 2021: $0Net Assets 2021: $65,2512021Assets 2022: $126,557Liabilities 2022: $0Net Assets 2022: $126,5572022Assets 2023: $129,270Liabilities 2023: $0Net Assets 2023: $129,2702023Assets 2024: $46,012Liabilities 2024: $0Net Assets 2024: $46,0122024Assets 2025: $66,779Liabilities 2025: $0Net Assets 2025: $66,7792025

Highlighted filing

2018

Assets$67,557
Liabilities-
Net Assets$67,557

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $74,754Expenses 2011: $83,378Net Income 2011: -$8,6242011Revenue 2012: $80,213Expenses 2012: $78,210Net Income 2012: $2,0032012Revenue 2013: $79,914Expenses 2013: $87,839Net Income 2013: -$7,9252013Revenue 2014: $62,859Expenses 2014: $33,473Net Income 2014: $29,3862014Revenue 2015: $52,447Expenses 2015: $55,973Net Income 2015: -$3,5262015Revenue 2016: $49,431Expenses 2016: $65,341Net Income 2016: -$15,9102016Revenue 2017: $72,216Expenses 2017: $76,960Net Income 2017: -$4,7442017Revenue 2018: $72,308Expenses 2018: $34,211Net Income 2018: $38,0972018Revenue 2019: $41,938Expenses 2019: $60,459Net Income 2019: -$18,5212019Revenue 2020: $63,681Expenses 2020: $27,370Net Income 2020: $36,3112020Revenue 2021: $14,262Expenses 2021: $34,358Net Income 2021: -$20,0962021Revenue 2022: $98,772Expenses 2022: $37,466Net Income 2022: $61,3062022Revenue 2023: $67,636Expenses 2023: $65,385Net Income 2023: $2,2512023Revenue 2024: $84,854Expenses 2024: $167,697Net Income 2024: -$82,8432024Revenue 2025: $88,821Expenses 2025: $68,054Net Income 2025: $20,7672025

Highlighted filing

2018

Revenue$72,308
Expenses$34,211
Net Income$38,097
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$104,405
Mission and Program Overview

Mission

Child Advocacy, Focusing on Education Health

Program Services

DescriptionGrantsExpenses
Student Activities Enrichment Program Organization provides funding and logistical support for assemblies, field trips, and other student oriented activities.-$23,973
Hospitality Teacher Appreciation Program Focuses on developing good communication between students, parents, and teachers through social functions and classroom incentives.-$6,017
Gifts to School Classrooms Program Provides funding and support for classroom needs, equipment, and school modernization needs.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica McPartlandPresident-$0--
Brooke Melikidse and Kristin Cruz-JPrograms Secretary-$0--
Cristy CollinsVP Fundraising-Ways And Means-$0--
Tonia CohenSecretary-$0--
Susan ToppingTreasurer-$0--
Danielle PadulaVP Advocacy-$0--
Sandy Cho HiuraFinancial Secretary-$0--
Matt HaussmannAuditor-$0--
Danielle PadulaHistorian-$0--
Clover FiandacaParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$61,187$61,187$3,258$57,929
Book Fair$17,036$17,036$17,362$-326
Total Events$86,812$86,812$31,023$55,789
Filing and Contact Details

Filer

Filer Name
Oak Hills PTA
EIN
20-3300517
Phone
6612914100
Address
26730 Old Rock Road, Valencia, CA 91381

Signing Officer

Name
Susan Topping
Title
Treasurer
Phone
6612914100
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright EA
Address
27200 Tourney Rd Ste 250, Santa Clarita, CA 91355
Preparer
Wayne F Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 1,093

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Merchant Fees 970

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance Assessment Fees 278

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expenses 1,580

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Enrichment, Field Trips 23,973

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Hospitality Teacher Appreciation 6,017

Raw XML Appendix224 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06612914100
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Valencia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Monica McPartland
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cristy Collins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tonia Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susan Topping
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Danielle Padula
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sandy Cho Hiura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Matt Haussmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Danielle Padula
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Clover Fiandaca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Programs Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising-Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Advocacy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033911
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy, Focusing on Education Health
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to School Classrooms Program Provides funding and support for classroom needs, equipment, and school modernization needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hospitality Teacher Appreciation Program Focuses on developing good communication between students, parents, and teachers through social functions and classroom incentives.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt055789
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt034211
IRS990EZ/TotalProgramServiceExpensesAmt029990
IRS990EZ/TotalRevenueAmt072308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.oakhillspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt098851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0431429
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt07505
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010595
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt035195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106508
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104405
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08589
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061187
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08589
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010403
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017362
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 1,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Merchant Fees 970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance Assessment Fees 278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses 1,580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Programs-Enrichment, Field Trips 23,973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Programs-Hospitality Teacher Appreciation 6,017
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Topping
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612914100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Hills PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0203300517
ReturnHeader/Filer/PhoneNum06612914100
ReturnHeader/Filer/USAddress/AddressLine1Txt026730 Old Rock Road
ReturnHeader/Filer/USAddress/CityNm0Valencia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091381
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD7DF3FA486D90257B9BDC2A8738C703CBA087F8
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.185.224.188
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:50:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 Tourney Rd Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Clarita
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T09:49:39-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.89$0.68$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.85$1.68$0.83
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.68$0.65$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.99$0.37$0.61
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.14$0.34$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.64$0.27$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.42$0.60$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.72$0.34$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.72$0.77$0.05
2016Summary only. Only limited summary data is available for this year.$0.34$0.00$0.49$0.65$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.52$0.56$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.63$0.33$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.80$0.88$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.80$0.78$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.75$0.83$0.09