Civic Intelligence

Living Oaks Middle School Academic Alliance Inc.

990EZ • Fiscal year 2016 • EIN 27-0232033

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

1033 Business Center CirNewbury Park, CA 91320

(805) 410-4046

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.6%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$135,663

Down $1,084 (-0.8%) from 2015

Net Assets

Down

$135,663

Down $1,084 (-0.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$165,772

Up $1,044 (+0.6%) from 2015

Expenses

Up

$166,856

Up $22,110 (+15%) from 2015

Net Income

Down

-$1,084

Down $21,066 (-105%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $99,218Liabilities 2012: $6,345Net Assets 2012: $92,8732012Assets 2013: $118,979Liabilities 2013: $1,855Net Assets 2013: $117,1242013Assets 2014: $116,765Net Assets 2014: $116,7652014Assets 2015: $136,747Net Assets 2015: $136,7472015Assets 2016: $135,663Net Assets 2016: $135,6632016Assets 2018: $245,258Liabilities 2018: $35,300Net Assets 2018: $209,9582018Assets 2019: $397,777Liabilities 2019: $55,520Net Assets 2019: $342,2572019Assets 2020: $291,837Liabilities 2020: $8,550Net Assets 2020: $283,2872020Assets 2021: $216,899Liabilities 2021: $10,200Net Assets 2021: $206,6992021Assets 2022: $185,509Liabilities 2022: $20,050Net Assets 2022: $165,4592022Assets 2023: $174,830Liabilities 2023: $52,640Net Assets 2023: $122,1902023Assets 2024: $115,953Net Assets 2024: $115,9532024

Highlighted filing

2016

Assets$135,663
Liabilities-
Net Assets$135,663

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $169,193Expenses 2012: $136,017Net Income 2012: $33,1762012Revenue 2013: $167,479Expenses 2013: $143,228Net Income 2013: $24,2512013Revenue 2014: $144,827Expenses 2014: $145,186Net Income 2014: -$3592014Revenue 2015: $164,728Expenses 2015: $144,746Net Income 2015: $19,9822015Revenue 2016: $165,772Expenses 2016: $166,856Net Income 2016: -$1,0842016Revenue 2018: $398,309Expenses 2018: $323,656Net Income 2018: $74,6532018Revenue 2019: $369,383Expenses 2019: $237,084Net Income 2019: $132,2992019Revenue 2020: $194,947Expenses 2020: $253,917Net Income 2020: -$58,9702020Revenue 2021: $137,339Expenses 2021: $213,927Net Income 2021: -$76,5882021Revenue 2022: $171,112Expenses 2022: $212,352Net Income 2022: -$41,2402022Revenue 2023: $169,310Expenses 2023: $212,579Net Income 2023: -$43,2692023Revenue 2024: $172,147Expenses 2024: $178,384Net Income 2024: -$6,2372024

Highlighted filing

2016

Revenue$165,772
Expenses$166,856
Net Income-$1,084
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$165,772
Mission and Program Overview

Mission

The next generation for christian service and leadership. The mission of this program is to prepare students with the confidence, character and skills needed to excel in either public or private high schools upon graduation, as well as leading the charge of serving others in their church and community.

Program Services

DescriptionGrantsExpenses
PROVIDE MIDDLE-SCHOOL AGED CHILDREN CHRISTIAN EDUCATIONAL OPPORTUNITIES TO SUPPLEMENT AND AUGMENT THEIR ACADEMIC EXPERIENCE AND OTHE RELATED EXPERIENCES.$166,856-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN SHURTZPresidentPT$0--
BRIAN SCHULTZTreasurerPT$0--
ELAINE YAMASAKISecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Living Oaks Middle School Academic
EIN
27-0232033
Phone
8054104046
Address
1033 BUSINESS CENTER CIR, NEWBURY PARK, CA 91320

Signing Officer

Name
Brian Schultz
Title
Treasurer
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Mckenna Tax Services
Address
3284 Felton Street, Newbury Park, CA 91320
Preparer
Patrick K McKenna
Phone
8054997870
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $3842

Other Expenses.1002

Office Expenses $738

Other Expenses.1005

Travel $12580

Other Expenses.1007

Conferences, Conventions, and Meetings $3077

Other Expenses.1012

Insurance $1882

Other Expenses.1

Workers compensation ins $4234

Other Expenses.2

SUPPLIES $1899

Other Expenses.4

BANK CHARGES $1795

Other Expenses.5

COMPUTER/INTERNET $1245

Other Expenses.6

Books and subscriptions $362

Other Expenses.7

PAYROLL PROCESSING $185

Other Expenses.9

TAXES $10

Other Assets.1005

Accounts Receivable - Beginning $300 Accounts Receivable - Ending $0

Raw XML Appendix175 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN SCHULTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08054321023
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01033 BUSINESS CENTER CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWBURY PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091320
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06575
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1084
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136747
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135663
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0165772
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136747
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135663
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136747
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135663
IRS990EZ/OccupancyRentUtltsAndMaintAmt016000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN SHURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELAINE YAMASAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherExpensesTotalAmt031849
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE NEXT GENERATION FOR CHRISTIAN SERVICE AND LEADERSHIP. THE MISSION OF THIS PROGRAM IS TO PREPARE STUDENTS WITH THE CONFIDENCE, CHARACTER AND SKILLS NEEDED TO EXCEL IN EITHER PUBLIC OR PRIVATE HIGH SCHOOLS UPON GRADUATION, AS WELL AS LEADING THE CHARGE OF SERVING OTHERS IN THEIR CHURCH AND COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01896
IRS990EZ/ProgramServiceRevenueAmt0159185
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MIDDLE-SCHOOL AGED CHILDREN CHRISTIAN EDUCATIONAL OPPORTUNITIES TO SUPPLEMENT AND AUGMENT THEIR ACADEMIC EXPERIENCE AND OTHE RELATED EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0166856
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0115711
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0166856
IRS990EZ/TotalProgramServiceExpensesAmt0166856
IRS990EZ/TotalRevenueAmt0165772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOMSAA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0165760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0162485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0144827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0167479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0169193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0809744
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0809744
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0162485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0167479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0169193
IRS990ScheduleA/Total509Grp/TotalAmt0809744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0162485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0144827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0167479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0169287
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0809850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $12580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $3077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WORKERS COMPENSATION INS $4234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $1899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $1795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPUTER/INTERNET $1245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOOKS AND SUBSCRIPTIONS $362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL PROCESSING $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $300 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVING OAKS MIDDLE SCHOOL ACADEMIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLIANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0LIVI
ReturnHeader/Filer/EIN0270232033
ReturnHeader/Filer/PhoneNum08054104046
ReturnHeader/Filer/USAddress/AddressLine1Txt01033 BUSINESS CENTER CIR
ReturnHeader/Filer/USAddress/CityNm0NEWBURY PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKENNA TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03284 Felton Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newbury Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091320
ReturnHeader/PreparerPersonGrp/PhoneNum08054997870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick K McKenna
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-11T13:28:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings