Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2024 • 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
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Assets
Down$30,668
Down $6,318 (-17%) from 2023
Net Assets
Down$30,668
Down $6,318 (-17%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$53,796
Down $2,219 (-4.0%) from 2023
Expenses
Up$60,115
Up $29,272 (+95%) from 2023
Net Income
Down-$6,319
Down $31,491 (-125%) from 2023
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. | - | $58,224 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIMBERLY LUZWICK | President | PT | $0 | - | - |
| ANJU CHERIAN | Vice Preside | PT | $0 | - | - |
| DAVID FLORES | Treasurer | PT | $0 | - | - |
| ERIN KURBEC | Secretary | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fun Run | $26,308 | $26,308 | $2,164 | $24,144 |
| Book Fair | $7,212 | $7,212 | $7,341 | $-129 |
| Total Events | $33,520 | $33,520 | $9,505 | $24,015 |
“Knotts berry farm cost of goods sold 3,490 school dances- boys & girls cost of goods sold 5,740 class parties cost of goods sold 7,476 spirit wear cost of goods sold 8,854 yearbook sales cost of goods sold 381 expenses accelerated reader 7,569 grade level special expen 5,385 field trips 4,008 previous year expense 3,704 art prep 1,795 staff luncheons 1,531 front office expense 1,375 teacher startup fund 1,293 teacher welcome basket 1,017 accounting 950 assembly 875 volunteer luncheon 592 veterans day expense 556 testing snacks 474 cheddar up 360 membership drive 337 all pro dad 303 first week of school 296 insurance 282 pancake breakfast 268 red ribbon week 221 office expense 200 paw print store 150 school beautification 146 unexpected costs 89 schoolwide treats 85 dad's on duty 82 principal for the day 52 attorney general 50 pumpkin decorating 45 taxes 42 bank charges 30 fun day friday 12 total 60,115”
“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.
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|---|---|---|
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| 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 | 917093871 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36987 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 30668 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1163 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6319 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 36987 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 30668 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 37161 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63548 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36987 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 30668 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36987 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 30668 |
| 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 | KIMBERLY LUZWICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ANJU CHERIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAVID FLORES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ERIN KURBEC |
| 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 | 60115 |
| 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 | 25224 |
| 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 | 58224 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 9752 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 27409 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 60115 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 58224 |
| IRS990EZ/TotalRevenueAmt | 0 | 53796 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1163 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2260 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1911 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2244 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1964 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 9542 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 62385 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 69102 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 30102 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 3163 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 59817 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 224569 |
| 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 | 234111 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 63548 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 71362 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 32013 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5407 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 61781 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 234111 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 63548 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 71362 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 32013 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5407 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 61781 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 234111 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 9505 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FALL FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BOOK FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 26308 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 7212 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 33520 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 26308 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 7212 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 33520 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 24015 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 9505 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 2164 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 7341 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | KNOTTS BERRY FARM COST OF GOODS SOLD 3,490 SCHOOL DANCES- BOYS & GIRLS COST OF GOODS SOLD 5,740 CLASS PARTIES COST OF GOODS SOLD 7,476 SPIRIT WEAR COST OF GOODS SOLD 8,854 YEARBOOK SALES COST OF GOODS SOLD 381 EXPENSES ACCELERATED READER 7,569 GRADE LEVEL SPECIAL EXPEN 5,385 FIELD TRIPS 4,008 PREVIOUS YEAR EXPENSE 3,704 ART PREP 1,795 STAFF LUNCHEONS 1,531 FRONT OFFICE EXPENSE 1,375 TEACHER STARTUP FUND 1,293 TEACHER WELCOME BASKET 1,017 ACCOUNTING 950 ASSEMBLY 875 VOLUNTEER LUNCHEON 592 VETERANS DAY EXPENSE 556 TESTING SNACKS 474 CHEDDAR UP 360 MEMBERSHIP DRIVE 337 ALL PRO DAD 303 FIRST WEEK OF SCHOOL 296 INSURANCE 282 PANCAKE BREAKFAST 268 RED RIBBON WEEK 221 OFFICE EXPENSE 200 PAW PRINT STORE 150 SCHOOL BEAUTIFICATION 146 UNEXPECTED COSTS 89 SCHOOLWIDE TREATS 85 DAD'S ON DUTY 82 PRINCIPAL FOR THE DAY 52 ATTORNEY GENERAL 50 PUMPKIN DECORATING 45 TAXES 42 BANK CHARGES 30 FUN DAY FRIDAY 12 TOTAL 60,115 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 III |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KIMBERLY LUZWICK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-12 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| 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 | 2024-08-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DOUGLAS WECHSLER |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-08-24T09:42:27-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.