Civic Intelligence

Parent-Faculty Club of White Oak

EIN 23-7445805 • 501(c)3 • Westlake Village, CA

Profile

Parent support of teachers and staff for student educationhospitality: teacher and staff appreciation luncheonstechnology: purchase of computer hardware and software. Purchase of printer, printer ribboons and other maintenance items.miscellaneous student programs: assembilies, assignment books, earthquake supplies, emergency lunches, art programs, library books, newsletter costs, pe equipment, red ribbon week, scholarships, teacher allotments for student benefits.

31761 Village School RoadWestlake Village, CA 91361

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.6%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$412,816

Up $2,512 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$412,816

Up $2,512 (+0.6%) from 2023

Revenue

Down

$203,243

Down $56,767 (-22%) from 2023

Expenses

Down

$200,731

Down $4,653 (-2.3%) from 2023

Net Income

Down

$2,512

Down $52,114 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $84,303Liabilities 2015: $0Net Assets 2015: $84,3032015Assets 2016: $75,899Liabilities 2016: $0Net Assets 2016: $75,8992016Assets 2017: $136,320Liabilities 2017: $0Net Assets 2017: $136,3202017Assets 2018: $129,399Liabilities 2018: $0Net Assets 2018: $129,3992018Assets 2019: $225,563Liabilities 2019: $0Net Assets 2019: $225,5632019Assets 2020: $280,890Liabilities 2020: $0Net Assets 2020: $280,8902020Assets 2021: $334,696Liabilities 2021: $0Net Assets 2021: $334,6962021Assets 2022: $355,678Liabilities 2022: $0Net Assets 2022: $355,6782022Assets 2023: $410,304Liabilities 2023: $0Net Assets 2023: $410,3042023Assets 2024: $412,816Liabilities 2024: $0Net Assets 2024: $412,8162024

Highlighted filing

2024

Assets$412,816
Liabilities$0
Net Assets$412,816

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $230,757Expenses 2015: $252,147Net Income 2015: -$21,3902015Revenue 2016: $398,980Expenses 2016: $407,384Net Income 2016: -$8,4042016Revenue 2017: $359,321Expenses 2017: $298,900Net Income 2017: $60,4212017Revenue 2018: $305,033Expenses 2018: $311,954Net Income 2018: -$6,9212018Revenue 2019: $323,461Expenses 2019: $227,297Net Income 2019: $96,1642019Revenue 2020: $248,510Expenses 2020: $193,183Net Income 2020: $55,3272020Revenue 2021: $197,090Expenses 2021: $143,284Net Income 2021: $53,8062021Revenue 2022: $275,027Expenses 2022: $254,045Net Income 2022: $20,9822022Revenue 2023: $260,010Expenses 2023: $205,384Net Income 2023: $54,6262023Revenue 2024: $203,243Expenses 2024: $200,731Net Income 2024: $2,5122024

Highlighted filing

2024

Revenue$203,243
Expenses$200,731
Net Income$2,512

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$328,103
Mission and Program Overview

Mission

Parent support of teachers and staff for student educationhospitality: teacher and staff appreciation luncheonstechnology: purchase of computer hardware and software. Purchase of printer, printer ribboons and other maintenance items.miscellaneous student programs: assembilies, assignment books, earthquake supplies, emergency lunches, art programs, library books, newsletter costs, pe equipment, red ribbon week, scholarships, teacher allotments for student benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$410,304$412,816▲ $2,512
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$410,304$412,816▲ $2,512
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$410,304$412,816▲ $2,512
Total Net Assets Fund Balance$410,304$412,816▲ $2,512
Total Liabilities and Net Assets / Fund Balance$410,304$412,816▲ $2,512
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nicole GorenGiving Chair
Stephanie KoorsPresident
Elizabeth GalatiVice President
Darian RobertsCo-Director Soc Func
Maren SullivanCo-Director Soc Func
Rebecca GulsrudDirector Communicat
Dilvi PatelDirector Community
Kristen RegierDirector Fundraising
Heather CaseDirector Student Rel
Polly LinkAcademic Affair
Peachie HytowitzController
Elizabeth MartinParliamentarian
Nicole SmithPrincipal
Kate LawyerRoom Par Cord
Megan LeftonSecretary
Stephanie ClineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,998
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$110,245
All Other Contributions
$92,998
Change in Net Assets
$2,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$20,447$12,458-$12,458
Total Functional Expenses$188,273$12,458$0$200,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$235,105
Fundraising Direct Expenses$124,860
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$86,919$86,919$54,491$32,428
Community Relations Income$57,450$57,450$21,490$35,960
Total Events$235,105$235,105$124,860$110,245
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Parent-faculty Club of White Oak
EIN
23-7445805
Phone
8188891450
Address
31761 VILLAGE SCHOOL ROAD, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Stephanie Koors
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
0
Employees
0

Preparer

Firm
Fintegrity Group PC
Address
31300 Via Colinas Ste 108, Westlake Village, CA 91362
Preparer
Yoel Kopeliovich CPA
Phone
8188899079
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PARENT SUPPORT OF TEACHERS AND STAFF FOR STUDENT EDUCATIONHOSPITALITY: TEACHER AND STAFF APPRECIATION LUNCHEONSTECHNOLOGY: PURCHASE OF COMPUTER HARDWARE AND SOFTWARE. PURCHASE OF PRINTER, PRINTER RIBBOONS AND OTHER MAINTENANCE ITEMS.MISCELLANEOUS STUDENT PROGRAMS: ASSEMBILIES, ASSIGNMENT BOOKS, EARTHQUAKE SUPPLIES, EMERGENCY LUNCHES, ART PROGRAMS, LIBRARY BOOKS, NEWSLETTER COSTS, PE EQUIPMENT, RED RIBBON WEEK, SCHOLARSHIPS, TEACHER ALLOTMENTS FOR STUDENT BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0410304
IRS990/NetAssetsOrFundBalancesEOYAmt0412816
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0110245
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0410304
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0412816
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SCHOOL PERSONNEL
IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPORT
IRS990/OtherExpensesGrp/Desc2STUNDENT RELATIONS
IRS990/OtherExpensesGrp/Desc3PFC OPERATING EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012458
IRS990/OtherExpensesGrp/ProgramServicesAmt0134926
IRS990/OtherExpensesGrp/ProgramServicesAmt132900
IRS990/OtherExpensesGrp/ProgramServicesAmt220447
IRS990/OtherExpensesGrp/TotalAmt0134926
IRS990/OtherExpensesGrp/TotalAmt132900
IRS990/OtherExpensesGrp/TotalAmt220447
IRS990/OtherExpensesGrp/TotalAmt312458
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0115735
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0205384
IRS990/PYOtherRevenueAmt0144275
IRS990/PYRevenuesLessExpensesAmt054626
IRS990/PYTotalExpensesAmt0205384
IRS990/PYTotalRevenueAmt0260010
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02512
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0115735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0129344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0568387
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0235105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0144275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0159455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0133772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0740353
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01308740
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0328103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0260010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0275027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0197090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0248510
IRS990ScheduleA/Total509Grp/TotalAmt01308740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0328103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0260010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0275027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0197090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0248510
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01308740
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0124860
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMMUNITY RELATIONS INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt090736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0235105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt090736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0235105
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0110245
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt048879
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0124860
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054491
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b

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