Civic Intelligence

The Oak Middle School Friends of Music Booster Club

990EZ • Fiscal year 2024 • EIN 27-0285675

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

10821 Oak StreetLos Alamitos, CA 90720

(562) 799-4771

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Up

$64,846

Up $19,693 (+44%) from 2023

Net Assets

Up

$64,846

Up $19,693 (+44%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$128,128

Up $50,132 (+64%) from 2023

Expenses

Down

$108,435

Down $5,781 (-5.1%) from 2023

Net Income

Up

$19,693

Up $55,913 (+154%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $19,156Net Assets 2012: $19,1562012Assets 2013: $24,868Net Assets 2013: $24,8682013Assets 2014: $25,292Net Assets 2014: $25,2922014Assets 2015: $32,239Net Assets 2015: $32,2392015Assets 2016: $33,269Net Assets 2016: $33,2692016Assets 2017: $34,520Net Assets 2017: $34,5202017Assets 2018: $91,532Net Assets 2018: $91,5322018Assets 2019: $118,311Net Assets 2019: $118,3112019Assets 2020: $107,222Net Assets 2020: $107,2222020Assets 2021: $81,125Net Assets 2021: $81,1252021Assets 2022: $81,373Net Assets 2022: $81,3732022Assets 2023: $45,153Net Assets 2023: $45,1532023Assets 2024: $64,846Net Assets 2024: $64,8462024Assets 2025: $81,415Net Assets 2025: $81,4152025

Highlighted filing

2024

Assets$64,846
Liabilities-
Net Assets$64,846

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $99,538Expenses 2012: $91,997Net Income 2012: $7,5412012Revenue 2013: $100,882Expenses 2013: $95,170Net Income 2013: $5,7122013Revenue 2014: $117,597Expenses 2014: $117,173Net Income 2014: $4242014Revenue 2015: $127,357Expenses 2015: $120,410Net Income 2015: $6,9472015Revenue 2016: $166,252Expenses 2016: $165,222Net Income 2016: $1,0302016Revenue 2017: $184,452Expenses 2017: $183,201Net Income 2017: $1,2512017Revenue 2018: $170,753Expenses 2018: $113,741Net Income 2018: $57,0122018Revenue 2019: $176,569Expenses 2019: $149,790Net Income 2019: $26,7792019Revenue 2020: $136,905Expenses 2020: $147,994Net Income 2020: -$11,0892020Revenue 2021: $15,092Expenses 2021: $41,189Net Income 2021: -$26,0972021Revenue 2022: $83,887Expenses 2022: $83,639Net Income 2022: $2482022Revenue 2023: $77,996Expenses 2023: $114,216Net Income 2023: -$36,2202023Revenue 2024: $128,128Expenses 2024: $108,435Net Income 2024: $19,6932024Revenue 2025: $157,142Expenses 2025: $140,573Net Income 2025: $16,5692025

Highlighted filing

2024

Revenue$128,128
Expenses$108,435
Net Income$19,693
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$132,885
Mission and Program Overview

Mission

To support the Oak Middle School Choir Program and to promote the musical and educational development of the students who participate in the choir programs.

Program Services

DescriptionGrantsExpenses
To support the Oak Middle School Choir Program and to promote the musical and educational development of the students participating in the choral music programs.In the 2022-2023 school year-130 students in 5 choirs-6 concerts performed-3 community performances-4 choir competitions each for 4 choirs-Advanced coed choir took weekend trip to Oceanside where they competed in Oceanside SoundOff Competition-$105,412
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darrenn PlattPresidentPT$0--
Julie HermosuraVP CostumesPT$0--
Kavitha TadikondaTreasurerPT$0--
Valerie KelseySecretaryPT$0--
Mandy DiggleV.P. Fund.PT$0--
Leland JayVice PresidentPT$0--
Ethan SteinTechnologyPT$0--
Vincent O'ConnellDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Oak Middle School
EIN
27-0285675
Phone
5627994771
Address
10821 Oak Street, Los Alamitos, CA 90720

Signing Officer

Name
Kavitha Tadikonda
Title
Treasurer
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Holmquist Liewald Llp
Address
3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
Preparer
Louise Liewald CPA
Phone
5627994975
Supplemental Narrative

Additional Explanations

Other Expenses.1

Accompanists $23815

Other Expenses.2

Showcase $22460

Other Expenses.3

Choreography $16215

Other Expenses.4

Costumes $13428

Other Expenses.5

Competitions $6510

Other Expenses.6

Merchandise $4863

Other Expenses.7

Apparel $4180

Other Expenses.8

Arrangements $3875

Other Expenses.9

Transportation $3685

Other Expenses.10

Awards Night Expense $3213

Other Expenses.11

Programs $2232

Other Expenses.12

Professional Fees $1050

Other Expenses.13

Equipment $895

Other Expenses.14

Merchant Fees $547

Other Expenses.15

Misc Operational $294

Other Expenses.17

Business Registration Fees $190

Other Expenses.18

Hospitality $145

Other Expenses.19

Office/Classroom Supplies $100

Other Expenses.20

Filing Fees $70

Other Expenses.21

Musicals $41

Other Expenses.22

Printing $16

Raw XML Appendix208 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105412
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accompanists $23815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Showcase $22460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Choreography $16215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Costumes $13428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Competitions $6510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchandise $4863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Apparel $4180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Arrangements $3875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Transportation $3685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Awards Night Expense $3213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Programs $2232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Professional Fees $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Equipment $895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Merchant Fees $547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Misc Operational $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Business Registration Fees $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Hospitality $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Office/Classroom Supplies $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Filing Fees $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Musicals $41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Printing $16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.18
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kavitha Tadikonda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Oak Middle School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Friends of Music Booster Club
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0270285675
ReturnHeader/Filer/PhoneNum05627994771
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05627994975
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-29T13:24:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$0.81$0.81$1.57$1.41$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.28$1.08$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.78$1.14$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.84$0.84$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.15$0.41$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.37$1.48$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.77$1.50$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.71$1.14$0.57
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.84$1.83$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.66$1.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.27$1.20$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.18$1.17$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$1.01$0.95$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$1.00$0.92$0.08