Oak Ridge Home & School Association

990EZ • Fiscal year 2018 • EIN 23-2798604

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2020

Organization Profile oakridge.soudertonsd.org/home-school

465 Moyer RoadHarleysville, PA 19438

(215) 256-6633

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-24%

Higher net margin than 14% of similar nonprofits.

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

Higher top officer pay than 76% of similar nonprofits.

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

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

-18%

Faster asset growth than 22% of similar nonprofits.

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

-1.7%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$44,207

Down $9,762 (-18%) from 2017

Net Assets

$44,207

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin14th percentile

Revenue

Down

$41,057

Down $705 (-1.7%) from 2017

Expenses

$50,819

Up $26,098 (+106%) from 2017

Net Income

Down

-$9,762

Down $26,803 (-157%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

Highlighted filing

2018

Assets$44,207

Liabilities$0

Net Assets$44,207

Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

Highlighted filing

2018

Revenue$41,057

Expenses$50,819

Net Income-$9,762

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: May 13, 2020
Return Version: 2017v2.0
Gross Receipts: $53,046

Mission and Program Overview

Mission

Organization supports Oak Ridge Elementary school students and teachers with supplies, community events and school improvements

Program Services

Description	Grants	Expenses
Committees that are run include after school recreation, reading programs, Just Say No club, Oakie Cares to support families in crisis, field trip subsidies	$0	$50,810

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Wendy Milnes	President	PT	$0	-	-
Kristen Pollack	Vice President	PT	$0	-	-
Stephanie Hughes	Secretary	PT	$0	-	-
Heidi Derstine	Treasurer	PT	$0	-	-
Tara Turner	Past President	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Purse Bingo	$14,302	$11,921	$0	$11,921
Total Events	$14,302	$11,921	$0	$11,921

Filing and Contact Details

Filer

Filer Name: Oak Ridge Home & School Association
EIN: 23-2798604
Phone: 2152566633
Address: 465 Moyer Road, Harleysville, PA 19438

Signing Officer

Name: Tara Dubois
Title: Treasurer
Phone: 2675003485
Signed: 2020-05-13

Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line B

“Some revenue and expenses were overlooked when the 2017 return was orignally prepared”

Form 990-EZ, Part I, Line 16

“General expenses include funding of field trips, classroom supplies, community events and school improvement projects. Committees include after school recreation, family nights, Just Say No club, support of families in crisis, reading programs”

Raw XML Appendix205 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Past President
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IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	50819
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
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IRS990EZ/PrintingPublicationsPostageAmt	0	0
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	16656
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	18
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	69
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00043
IRS990ScheduleA/InvestmentIncomePYPct	0	0.0007
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Purse Bingo
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	0
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Some revenue and expenses were overlooked when the 2017 return was orignally prepared
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	General expenses include funding of field trips, classroom supplies, community events and school improvement projects. Committees include after school recreation, family nights, Just Say No club, support of families in crisis, reading programs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt	0	this is the filing of an amended return to correct for errors in original filing
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Tara Dubois
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2675003485
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	OAK RIDGE HOME & SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt	0	OAKR
ReturnHeader/Filer/EIN	0	232798604
ReturnHeader/Filer/PhoneNum	0	2152566633
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	465 Moyer Road
ReturnHeader/Filer/USAddress/CityNm	0	Harleysville
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	19438
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	69.253.67.199
ReturnHeader/ReturnTs	0	2020-05-13T16:55:44-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $44,207
Liabilities: $0
Net assets: $44,207
Revenue: $41,057
Expenses: $50,819
Net income: -$9,762

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$52.3	$0.00	$52.3	$57.1	$34.2	$22.9
2024Detailed filing. Detailed filing data is available for this year.	$29.4	$0.00	$29.4	$12.6	$24.5	$12.0
2023Detailed filing. Detailed filing data is available for this year.	$41.3	$0.00	$41.3	$11.3	$42.6	$31.2
2022Detailed filing. Detailed filing data is available for this year.	$72.6	$0.00	$72.6	$58.3	$27.4	$30.8
2021Detailed filing. Detailed filing data is available for this year.	$41.7	$0.00	$41.7	$5.90	$10.6	$4.70
2020Detailed filing. Detailed filing data is available for this year.	$46.4	$0.00	$46.4	$24.3	$58.5	$34.2
2019Detailed filing. Detailed filing data is available for this year.	$80.6	$0.00	$80.6	$82.6	$46.2	$36.4
2018Detailed filing. Detailed filing data is available for this year.	$44.2	$0.00	$44.2	$41.1	$50.8	$9.76
2017Summary only. Only limited summary data is available for this year.	$54.0	$0.00		$41.8	$24.7	$17.0
2016Summary only. Only limited summary data is available for this year.	$36.9	$0.00		$19.7	$21.1	$1.39
2015Summary only. Only limited summary data is available for this year.	$14.7	$0.00		$3.99	$18.7	$14.7
2014Summary only. Only limited summary data is available for this year.	$29.4	$0.00		$29.3	$18.9	$10.5
2013Summary only. Only limited summary data is available for this year.	$19.0	$0.00		$32.4	$29.1	$3.31
2012Summary only. Only limited summary data is available for this year.	$15.7	$0.00		$7.84	$40.5	$32.7
2011Summary only. Only limited summary data is available for this year.	$48.4	$0.00		$38.8	$16.4	$22.4