Civic Intelligence

Isojiro Oka Parent Teachers Organization

EIN 33-0008539 • 501(c)3 • Huntingtn Bch, CA

RevokedPub. 78 Eligible990-N Coverage

Profile

The purpose of this organization shall be to bring into closer relation the home and the school that parents teachers and students may cooperate in the education of children and to support activities that honor students for educational and charitable purposes.

Revocation date: Nov 15, 2016

9800 Yorktown AvenueHuntingtn Bch, CA 92646

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-2.7%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

49th percentile

-2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$111,175

Down $3,187 (-2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$111,175

Down $3,187 (-2.8%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin39th percentile

Revenue

Down

$97,059

Down $28,806 (-23%) from 2024

Expenses

Down

$99,703

Down $6,733 (-6.3%) from 2024

Net Income

Down

-$2,644

Down $22,073 (-114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$150K$100K$50K$0Assets 2021: $106,292Liabilities 2021: $0Net Assets 2021: $106,2922021Assets 2022: $123,816Liabilities 2022: $0Net Assets 2022: $123,8162022Assets 2023: $116,400Liabilities 2023: $21,467Net Assets 2023: $94,9332023Assets 2024: $114,362Liabilities 2024: $0Net Assets 2024: $114,3622024Assets 2025: $111,175Liabilities 2025: $0Net Assets 2025: $111,1752025

Highlighted filing

2025

Assets$111,175
Liabilities$0
Net Assets$111,175
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $24,189Expenses 2021: $19,655Net Income 2021: $4,5342021Revenue 2022: $76,293Expenses 2022: $58,769Net Income 2022: $17,5242022Revenue 2023: $96,562Expenses 2023: $125,445Net Income 2023: -$28,8832023Revenue 2024: $125,865Expenses 2024: $106,436Net Income 2024: $19,4292024Revenue 2025: $97,059Expenses 2025: $99,703Net Income 2025: -$2,6442025

Highlighted filing

2025

Revenue$97,059
Expenses$99,703
Net Income-$2,644
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,175
Liabilities
$0
Net assets
$111,175
Revenue
$97,059
Expenses
$99,703
Net income
-$2,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.97$1.00$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.26$1.06$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.21$0.95$0.97$1.25$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.76$0.59$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.24$0.20$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.1
Gross Receipts
$155,448
Mission and Program Overview

Mission

The purpose of this organization shall be to bring into closer relation the home and the school that parents teachers and students may cooperate in the education of children and to support activities that honor students for educational and charitable purposes.

The purpose of this organization shall be to bring into closer relation the home and the school that parent teachers and students my cooperate in the education of children and to support activities that honor students for educational and charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$113,819$111,175▼ $2,644
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$113,819$111,175▼ $2,644
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$113,819$111,175▼ $2,644
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$113,819$111,175▼ $2,644
Total Liabilities and Net Assets / Fund Balance$113,819$111,175▼ $2,644
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Jamie BucknerPresident
Ali TillehkoohVice President
Chelcie AdamVice President
Kim HalesVice President
Cindy RotterParlimentarian
Melissa ShephardSecretary
Megan KlatskinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,279
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-7,220
All Other Contributions
$0
Change in Net Assets
$-2,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,887
Grants and Similar Amounts Paid$1,816
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,000$0$0$8,000
Grants to Domestic Orgs$1,816--$1,816
Office Expenses$0$644$0$644
All Other Expenses$0$381$0$381
Total Functional Expenses$98,678$1,025$0$99,703
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,389
Fundraising Gross Income$51,169
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$53,866$0$12,063$-12,063
Camp Fundraiser - Donations$27,623$0$0$0
Total Events$115,032$31,176$31,593$-417
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Isojiro Oka Parent Teachers Organization
EIN
33-0008539
Phone
7149150828
Address
9800 Yorktown Avenue, Huntingtn Bch, CA 92646

Signing Officer

Name
Megan Klatskin
Title
Treasurer
Phone
7149150828
Signed
2026-01-29
Discuss with paid preparer
No

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
20
Raw XML AppendixShowing 400 of 501 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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IRS990/OtherExpensesGrp/ProgramServicesAmt38000
IRS990/OtherExpensesGrp/TotalAmt039680
IRS990/OtherExpensesGrp/TotalAmt135455
IRS990/OtherExpensesGrp/TotalAmt213727
IRS990/OtherExpensesGrp/TotalAmt38000
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IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ISOJIRO OKA PARENTS TEACHERS ORGANIZATION
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0124900
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IRS990/PYGrantsAndSimilarPaidAmt02345
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0124862
IRS990/PYOtherRevenueAmt019823
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017516
IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0144723
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt092584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt078462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0422886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214729
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0147694
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122922
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IRS990ScheduleA/Total509Grp/TotalAmt0637615
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0147694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122922
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0637615
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt083856
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053866
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt027623
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02367
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031593
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog a Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Camp Fundraiser - Donations
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0115032

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