Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2022 • EIN 33-0353551
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Assets
Down$11,814
Down $446 (-3.6%) from 2021
Net Assets
Down$11,814
Down $446 (-3.6%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$16,545
Up $11,138 (+206%) from 2021
Expenses
Up$16,990
Up $132 (+0.8%) from 2021
Net Income
Up-$445
Up $11,006 (+96%) from 2021
To provide services that enhance student learning.
The oak ridge elementary pta's mission is to enhance the learning experience for the students of the school as well as allow family to be a part of the learning process through sponsoring social activities, field trips, protection for our youth, and recognition of accomplishments by our students. Our job is to work closely with the teachers, giving them the necessary support and also the school staff.
| Description | Grants | Expenses |
|---|---|---|
| TO PROMOTE THE LOVE OF LEARNING AND GIVE STUDENTS THE OPPORTUNITIES TO GROW NOT ONLY ACADEMICALLY, BUT SOCIALLY AND HAVE THE FAMILY AND COMMUNITY BE A PART OF THIS GROWTH IN A SAFE, LOVING ATMOSPHERE. | - | $16,342 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIANNA HOLLEMAN | President | PT | $0 | - | - |
| KRISI BERTSCH | Vice Preside | PT | $0 | - | - |
| REBECCA WHITE | Treasurer | PT | $0 | - | - |
| LIZBETH NEUMANN DE RODRIGUEZ | Secretary | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Book Fair | $15,518 | $15,518 | $15,468 | $50 |
| Total Events | $15,518 | $15,518 | $15,468 | $50 |
“Father daughter evening cost of goods sold 2,730 mother son evening cost of goods sold 2,440 expenses accelerated reader 1,573 accounting program 209 all pro dads 232 art prep 648 bank charges 30 banners and posters 34 end of year activity 726 flyers 51 grade level fund - 1st 437 grade level fund - 2nd 272 grade level fund - 6th pr 1,072 grade level fund - presch 256 grade level fund 3rd 450 grade level fund 4th 356 grade level fund 5th 336 grade level fund kinderga 378 hospitality 85 ice cream 35 kindness week 136 membership expense 5 misc expense and supplies 146 miscellaneous supplies 783 playground equipment 56 pta insurance & council 258 read-a-thon 1 sbac snacks 258 staff recognition 910 staff startup 700 student assemblies 1,275 veterans day expense 112 total 16,990”
“Adjustment to beg. Cash bal 0”
“The oak ridge elementary pta's mission is to enhance the learning experience for the students of the school as well as allow family to be a part of the learning process through sponsoring social activities, field trips, protection for our youth, and recognition of accomplishments by our students. Our job is to work closely with the teachers, giving them the necessary support and also the school staff.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | REBECCA WHITE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9095911239 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15452 VALLE VISTA DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHINO HILLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91709 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 12259 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 11814 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1911 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -445 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 12259 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 11814 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 19776 |
| IRS990EZ/GrossReceiptsAmt | 0 | 32013 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 12259 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 11814 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 12259 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 11814 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRIANNA HOLLEMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KRISI BERTSCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | REBECCA WHITE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LIZBETH NEUMANN DE RODRIGUEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16990 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE OAK RIDGE ELEMENTARY PTA'S MISSION IS TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS OF THE SCHOOL AS WELL AS ALLOW FAMILY TO BE A PART OF THE LEARNING PROCESS THROUGH SPONSORING SOCIAL ACTIVITIES, FIELD TRIPS, PROTECTION FOR OUR YOUTH, AND RECOGNITION OF ACCOMPLISHMENTS BY OUR STUDENTS. OUR JOB IS TO WORK CLOSELY WITH THE TEACHERS, GIVING THEM THE NECESSARY SUPPORT AND ALSO THE SCHOOL STAFF. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 10326 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROMOTE THE LOVE OF LEARNING AND GIVE STUDENTS THE OPPORTUNITIES TO GROW NOT ONLY ACADEMICALLY, BUT SOCIALLY AND HAVE THE FAMILY AND COMMUNITY BE A PART OF THIS GROWTH IN A SAFE, LOVING ATMOSPHERE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16342 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 15468 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 4308 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 16990 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 16342 |
| IRS990EZ/TotalRevenueAmt | 0 | 16545 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1911 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2244 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1964 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1047 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1447 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 8613 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 3 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 30102 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 3163 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 59817 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 94995 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 77199 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 265276 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 3 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 273889 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 32013 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5407 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61781 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 96042 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 78646 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 273889 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 32013 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 5407 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 61781 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 96044 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 78647 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 273892 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 15468 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOK FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 15518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 15518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 50 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 15468 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 15468 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FATHER DAUGHTER EVENING COST OF GOODS SOLD 2,730 MOTHER SON EVENING COST OF GOODS SOLD 2,440 EXPENSES ACCELERATED READER 1,573 ACCOUNTING PROGRAM 209 ALL PRO DADS 232 ART PREP 648 BANK CHARGES 30 BANNERS AND POSTERS 34 END OF YEAR ACTIVITY 726 FLYERS 51 GRADE LEVEL FUND - 1ST 437 GRADE LEVEL FUND - 2ND 272 GRADE LEVEL FUND - 6TH PR 1,072 GRADE LEVEL FUND - PRESCH 256 GRADE LEVEL FUND 3RD 450 GRADE LEVEL FUND 4TH 356 GRADE LEVEL FUND 5TH 336 GRADE LEVEL FUND KINDERGA 378 HOSPITALITY 85 ICE CREAM 35 KINDNESS WEEK 136 MEMBERSHIP EXPENSE 5 MISC EXPENSE AND SUPPLIES 146 MISCELLANEOUS SUPPLIES 783 PLAYGROUND EQUIPMENT 56 PTA INSURANCE & COUNCIL 258 READ-A-THON 1 SBAC SNACKS 258 STAFF RECOGNITION 910 STAFF STARTUP 700 STUDENT ASSEMBLIES 1,275 VETERANS DAY EXPENSE 112 TOTAL 16,990 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ADJUSTMENT TO BEG. CASH BAL 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE OAK RIDGE ELEMENTARY PTA'S MISSION IS TO ENHANCE THE LEARNING EXPERIENCE FOR THE STUDENTS OF THE SCHOOL AS WELL AS ALLOW FAMILY TO BE A PART OF THE LEARNING PROCESS THROUGH SPONSORING SOCIAL ACTIVITIES, FIELD TRIPS, PROTECTION FOR OUR YOUTH, AND RECOGNITION OF ACCOMPLISHMENTS BY OUR STUDENTS. OUR JOB IS TO WORK CLOSELY WITH THE TEACHERS, GIVING THEM THE NECESSARY SUPPORT AND ALSO THE SCHOOL STAFF. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REBECCA WHITE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OAK RIDGE ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OAKR |
| ReturnHeader/Filer/EIN | 0 | 330353551 |
| ReturnHeader/Filer/PhoneNum | 0 | 9095911239 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 15452 VALLE VISTA DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHINO HILLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 917093871 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DOUGLAS WECHSLER CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 16050 AUGUSTA DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHINO HILLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91709 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9518331042 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-05-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DOUGLAS WECHSLER |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-06-07T18:06:19-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | AMY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GABEL |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
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Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.