Civic Intelligence

Oak Hills Educational Foundation

990EZ • Fiscal year 2023 • EIN 27-3663941

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 04, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

9.2%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.1%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$99,377

Up $8,397 (+9.2%) from 2022

Net Assets

Up

$99,377

Up $8,397 (+9.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$42,136

Down $1,359 (-3.1%) from 2022

Expenses

Up

$33,771

Up $23,106 (+217%) from 2022

Net Income

Down

$8,365

Down $24,465 (-75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2023

Assets$99,377
Liabilities$0
Net Assets$99,377
Open 2023 Filing

Operations Trend

Revenue Growth40th 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

2023

Revenue$42,136
Expenses$33,771
Net Income$8,365
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 4, 2023
Return Version
2022v5.0
Gross Receipts
$66,621
Mission and Program Overview

Mission

To Facilitate Enhanced Educational Enrichment For Children

Facilitate Educational Enrichment

Program Services

DescriptionGrantsExpenses
After School Program-To assist with resources for after school enrichment programs, including support for STEM (Science, Technology, Engineering, & Mathematics) programs.-$17,583
Gifts & Assistance to School & Classrooms-Provide support for school & classroom modernization of equipmnet and grounds. Provides support for classroom supplies & school teachers-$8,632
Student Activities Program-Program provides support for educational assemblies and field trips. It also provides support for 6th grade graduation needs.-$6,102
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian WilcoxCo-President-$0--
Jarrod HenryVice President-$0--
Eiman SuenakaSecretary-$0--
Marwan FarahTreasurer-$0--
Elsa FinnBoard Member-$0--
Neha MalhotraCo-President-$0--
Mrs NovakTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$60,443-$24,485-
Total Events$60,443-$24,485$-24,485
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
2023-09-04
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 AmountAccounting 400Government Fees 25Insurance 355Office Expense 511Program-After School Enrichment 17,583Program-Gifts to School & Classroom 8,632Pro-Student Activities Teacher Asst 6,102Website 163”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior Period Adjustments 32”

Raw XML Appendix194 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/OfficerDirectorTrusteeEmplGrp/PersonNm6Mrs Novak
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Teacher Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt032
IRS990EZ/OtherExpensesTotalAmt033771
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate Educational Enrichment
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26102
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt042136
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01921
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024485
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAccounting 400Government Fees 25Insurance 355Office Expense 511Program-After School Enrichment 17,583Program-Gifts to School & Classroom 8,632Pro-Student Activities Teacher Asst 6,102Website 163
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marwan Farah
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612914100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-04
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ReturnHeader/Filer/EIN0273663941
ReturnHeader/Filer/USAddress/AddressLine1Txt026730 Old Rock Rd
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-05T17:41:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marwan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Farah
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,377
Liabilities
$0
Net assets
$99,377
Revenue
$42,136
Expenses
$33,771
Net income
$8,365
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