Civic Intelligence

Oaks North Travel Club

EIN 23-7326178 • 501(c)7 • San Diego, CA

Profile

Travel experiences to members and guests

12578 Oaks North DriveSan Diego, CA 92128

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-18%

Faster revenue growth than 23% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$49,409

Down $8,325 (-14%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$49,409

Down $8,325 (-14%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$14,759

Down $3,141 (-18%) from 2024

Expenses

Up

$23,084

Up $4,202 (+22%) from 2024

Net Income

Down

-$8,325

Down $7,343 (-748%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2022: $61,247Net Assets 2022: $61,2472022Assets 2024: $57,734Net Assets 2024: $57,7342024Assets 2025: $49,409Liabilities 2025: $0Net Assets 2025: $49,4092025

Highlighted filing

2025

Assets$49,409
Liabilities$0
Net Assets$49,409
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$30K$20K$10K$0-$10KRevenue 2022: $11,656Expenses 2022: $15,032Net Income 2022: -$3,3762022Revenue 2024: $17,900Expenses 2024: $18,882Net Income 2024: -$9822024Revenue 2025: $14,759Expenses 2025: $23,084Net Income 2025: -$8,3252025

Highlighted filing

2025

Revenue$14,759
Expenses$23,084
Net Income-$8,325
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,409
Liabilities
$0
Net assets
$49,409
Revenue
$14,759
Expenses
$23,084
Net income
-$8,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.4$0.00$49.4$14.8$23.1$8.33
2024Detailed filing. Detailed filing data is available for this year.$57.7$57.7$17.9$18.9$0.98
2022Detailed filing. Detailed filing data is available for this year.$61.2$61.2$11.7$15.0$3.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.1
Gross Receipts
$14,759
Mission and Program Overview

Mission

Travel experiences to members and guests

Program Services

DescriptionGrantsExpenses
TRAVEL EXPERIENCES TO MEMBERS AND GUESTS-$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE MACLARENPresidentPT$0--
LESLIE JOSEPHSecretary-$0--
RUTH HIEBERTTreasurer-$0--
NANCY MUCKENProgram DirectorPT$0--
NELLIE HANLONMembership DirectorPT$0--
MARY VAN HEETrip DirectorPT$0--
KAREN BRAINARDVice PresidentPT$0--
GLADYS BERNABEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oaks North Travel Club
EIN
23-7326178
In Care Of
% RUTH HIEBERT
Phone
3039584776
Address
12578 OAKS NORTH DRIVE, SAN DIEGO, CA 92128

Signing Officer

Name
Ruth Hiebert
Title
Treasurer
Phone
3039584776
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Fortin & Associates LLC
Address
PO Box 500033, San Diego, CA 92150
Preparer
Craig Fortin
Phone
6198908866
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountPRIOR YEAR ADJUSTMENT 1,526”

Description of other expenses Part I line 16

“Description AmountTRANSPORTATION COSTS 6,050TICKET COSTS 7,332REFRESHMENTS 3,799SPEAKER FEES 800GIFTS 379SELLER OF TRAVEL FEES 357INSURANCE 2,912SECY OF STATE REGISTRATION 25”

Raw XML Appendix140 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/PersonNm0RUTH HIEBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum03039584776
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012578 OAKS NORTH DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057734
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011083
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8325
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057734
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049409
IRS990EZ/GrossReceiptsAmt014759
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02148
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057734
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049409
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057734
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEANNE MACLAREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE JOSEPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH HIEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY MUCKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NELLIE HANLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY VAN HEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAREN BRAINARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GLADYS BERNABE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROGRAM DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021654
IRS990EZ/OtherRevenueTotalAmt01526
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAVEL EXPERIENCES TO MEMBERS AND GUESTS
IRS990EZ/PrintingPublicationsPostageAmt0730
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAVEL EXPERIENCES TO MEMBERS AND GUESTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023084
IRS990EZ/TotalRevenueAmt014759
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPRIOR YEAR ADJUSTMENT 1,526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTRANSPORTATION COSTS 6,050TICKET COSTS 7,332REFRESHMENTS 3,799SPEAKER FEES 800GIFTS 379SELLER OF TRAVEL FEES 357INSURANCE 2,912SECY OF STATE REGISTRATION 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH HIEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03039584776
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKS NORTH TRAVEL CLUB
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0237326178
ReturnHeader/Filer/InCareOfNm0% RUTH HIEBERT
ReturnHeader/Filer/PhoneNum03039584776
ReturnHeader/Filer/USAddress/AddressLine1Txt012578 OAKS NORTH DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263657727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fortin & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 500033
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092150
ReturnHeader/PreparerPersonGrp/PhoneNum06198908866
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG FORTIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-16T10:34:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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