Civic Intelligence

Oak Hills Educational Foundation

990EZ • Fiscal year 2022 • EIN 27-3663941

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 01, 2022

Organization Profilewww.ohef.org
26730 Old Rock RdValencia, CA 91381

(661) 291-4100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

39th percentile

-1.7%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$90,980

Up $5,854 (+6.9%) from 2019

Net Assets

Up

$90,980

Up $5,854 (+6.9%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Down

$43,495

Down $2,351 (-5.1%) from 2019

Expenses

Down

$10,665

Down $17,177 (-62%) from 2019

Net Income

Up

$32,830

Up $14,826 (+82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2019: $85,126Net Assets 2019: $85,1262019Assets 2022: $90,980Liabilities 2022: $0Net Assets 2022: $90,9802022Assets 2023: $99,377Liabilities 2023: $0Net Assets 2023: $99,3772023Assets 2024: $100,903Liabilities 2024: $0Net Assets 2024: $100,9032024

Highlighted filing

2022

Assets$90,980
Liabilities$0
Net Assets$90,980
Open 2022 Filing

Operations Trend

Revenue Growth39th percentile

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

$60K$40K$20K$0Revenue 2019: $45,846Expenses 2019: $27,842Net Income 2019: $18,0042019Revenue 2022: $43,495Expenses 2022: $10,665Net Income 2022: $32,8302022Revenue 2023: $42,136Expenses 2023: $33,771Net Income 2023: $8,3652023Revenue 2024: $34,458Expenses 2024: $32,932Net Income 2024: $1,5262024

Highlighted filing

2022

Revenue$43,495
Expenses$10,665
Net Income$32,830
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 1, 2022
Return Version
2021v4.2
Gross Receipts
$70,457
Mission and Program Overview

Mission

To Facilitate Enhanced Educational Enrichment For Children

Facilitate Educational Enrichment

Program Services

DescriptionGrantsExpenses
Gifts & Assistance to School & Classrooms-Provide support for school & classroom modernization of equipmnet and grounds. Provides support for classroom supplies & school teachers-$5,879
After School Program-To assist with resources for after school enrichment programs, including support for STEM (Science, Technology, Engineering, & Mathematics) programs.-$3,725
Student Activities Program-Program provides support for educational assemblies and field trips. It also provides support for 6th grade graduation needs.-$471
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian WilcoxPresident-$0--
Wendy MaxwellVice President-$0--
Elsa FinnSecretary-$0--
Marwan FarahCo-Treasurer-$0--
Christina Harley-BisharaBoard Member-$0--
Janet SeresCo-Treasurer-$0--
Neha MalhotraBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$66,986-$26,962-
Total Events$66,986-$26,962$-26,962
Filing and Contact Details

Filer

Filer Name
Oak Hills Educational Foundation
EIN
27-3663941
Address
26730 Old Rock Rd, Valencia, CA 91381

Signing Officer

Name
Marwan Farah
Title
Treasurer
Phone
6612914100
Signed
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Fees 74Office Expenses 161Programs-After School Enrichment 3,375Gifts to School & Classrooms 5,879Student Activities-Field Trips 821Insurance-D&O 355”

Raw XML Appendix189 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/PersonNm0Marwan Farah
IRS990EZ/BooksInCareOfDetail/PhoneNum06612914100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026730 Old Rock Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stevenson Ranch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091381
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058150
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090980
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070454
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032830
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058150
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090980
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt070457
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090980
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090980
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vivian Wilcox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Wendy Maxwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elsa Finn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marwan Farah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christina Harley-Bishara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Janet Seres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Neha Malhotra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate Educational Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0After School Program-To assist with resources for after school enrichment programs, including support for STEM (Science, Technology, Engineering, & Mathematics) programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts & Assistance to School & Classrooms-Provide support for school & classroom modernization of equipmnet and grounds. Provides support for classroom supplies & school teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Activities Program-Program provides support for educational assemblies and field trips. It also provides support for 6th grade graduation needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03725
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15879
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2471
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026962
IRS990EZ/SpecialEventsNetIncomeLossAmt0-26962
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010665
IRS990EZ/TotalProgramServiceExpensesAmt010075
IRS990EZ/TotalRevenueAmt043495
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0169502
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046463
IRS990ScheduleA/Total509Grp/TotalAmt0169502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046463
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169515
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt066986
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt066986
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026962
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066986
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066986
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-26962
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026962
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026962
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Fees 74Office Expenses 161Programs-After School Enrichment 3,375Gifts to School & Classrooms 5,879Student Activities-Field Trips 821Insurance-D&O 355
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marwan Farah
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612914100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Hills Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0273663941
ReturnHeader/Filer/USAddress/AddressLine1Txt026730 Old Rock Rd
ReturnHeader/Filer/USAddress/CityNm0Valencia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091381
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954295833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 N Garden St Unit 1112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-06T23:58:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marwan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Farah
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,980
Liabilities
$0
Net assets
$90,980
Revenue
$43,495
Expenses
$10,665
Net income
$32,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.34$0.33$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.42$0.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.43$0.11$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.46$0.28$0.18