Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2025 • 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
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Down$25,217
Down $5,451 (-18%) from 2024
Net Assets
Down$25,217
Down $5,451 (-18%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$65,714
Up $11,918 (+22%) from 2024
Expenses
Up$71,579
Up $11,464 (+19%) from 2024
Net Income
Up-$5,865
Up $454 (+7.2%) from 2024
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. | - | $69,476 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALAN LOPEZ | President | PT | $0 | - | - |
| KIM LUZWICK | Treasurer | PT | $0 | - | - |
| SARA KENNEDY | Secretary | PT | $0 | - | - |
| MICHELLE DEVORE | Financial Se | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fun Run | $27,979 | $27,979 | $300 | $27,679 |
| Book Fair | $13,618 | $13,618 | $13,410 | $208 |
| Total Events | $41,597 | $41,597 | $13,710 | $27,887 |
“Winter christmas wrap 2,074 other revenue 278 total 2,352”
“Knotts berry farm cost of goods sold 4,272 school dances- boys & girls cost of goods sold 5,550 spirit wear cost of goods sold 3,964 yearbook sales cost of goods sold 250 opportunity baskets cost of goods sold 541 spring carnival cost of goods sold 5,304 trunk or truck cost of goods sold 934 expenses accelerated reader 8,428 art prep 2,490 assembly 895 attorney general 50 bank charges 53 banner 685 cash box advance 375 cheddar up 360 class parties 7,603 cpa audit and tax prep 1,425 field trips 13,387 front office expense 1,500 fun day friday 13 grade level funds 5,853 health office 84 hospitality 1,084 insurance 288 meeting snacks 280 membership drive 128 office expense 159 pancake breakfast 300 principal for the day 44 pumpkin decorating 57 read accross america 87 schoolwide treats 406 staff luncheons 1,600 teacher appreciation 360 teacher startup fund 1,389 testing snacks 473 veterans day expense 908 total 71,579”
“Adjustment to beginning cash 414”
“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 | MICHELLE DEVORE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9095911239 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15202 GREEN VALLEY DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHINO HILLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91709 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 30668 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 25217 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1612 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5865 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 30668 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25217 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 47061 |
| IRS990EZ/GrossReceiptsAmt | 0 | 79865 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 30668 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 25217 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 30668 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 25217 |
| 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 | ALAN LOPEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KIM LUZWICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SARA KENNEDY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHELLE DEVORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | FINANCIAL SE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 414 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 71579 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2352 |
| 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 | 28840 |
| 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 | 69476 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 14151 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 32910 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 71579 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 69476 |
| IRS990EZ/TotalRevenueAmt | 0 | 65714 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1612 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1163 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2260 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1911 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2244 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 9190 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 78253 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 62385 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 69102 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 30102 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3163 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 243005 |
| 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 | 252195 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 79865 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 63548 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 71362 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 32013 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5407 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 252195 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 79865 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 63548 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 71362 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 32013 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 5407 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 252195 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 13710 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FALL FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BOOK FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 27979 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 13618 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 41597 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 27979 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 13618 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 41597 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 27887 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 13710 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 300 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 13410 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | WINTER CHRISTMAS WRAP 2,074 OTHER REVENUE 278 TOTAL 2,352 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | KNOTTS BERRY FARM COST OF GOODS SOLD 4,272 SCHOOL DANCES- BOYS & GIRLS COST OF GOODS SOLD 5,550 SPIRIT WEAR COST OF GOODS SOLD 3,964 YEARBOOK SALES COST OF GOODS SOLD 250 OPPORTUNITY BASKETS COST OF GOODS SOLD 541 SPRING CARNIVAL COST OF GOODS SOLD 5,304 TRUNK OR TRUCK COST OF GOODS SOLD 934 EXPENSES ACCELERATED READER 8,428 ART PREP 2,490 ASSEMBLY 895 ATTORNEY GENERAL 50 BANK CHARGES 53 BANNER 685 CASH BOX ADVANCE 375 CHEDDAR UP 360 CLASS PARTIES 7,603 CPA AUDIT AND TAX PREP 1,425 FIELD TRIPS 13,387 FRONT OFFICE EXPENSE 1,500 FUN DAY FRIDAY 13 GRADE LEVEL FUNDS 5,853 HEALTH OFFICE 84 HOSPITALITY 1,084 INSURANCE 288 MEETING SNACKS 280 MEMBERSHIP DRIVE 128 OFFICE EXPENSE 159 PANCAKE BREAKFAST 300 PRINCIPAL FOR THE DAY 44 PUMPKIN DECORATING 57 READ ACCROSS AMERICA 87 SCHOOLWIDE TREATS 406 STAFF LUNCHEONS 1,600 TEACHER APPRECIATION 360 TEACHER STARTUP FUND 1,389 TESTING SNACKS 473 VETERANS DAY EXPENSE 908 TOTAL 71,579 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ADJUSTMENT TO BEGINNING CASH 414 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHELLE DEVORE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | FINANCIAL SECRETARY |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-15 |
| 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/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 | 2025-08-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DOUGLAS WECHSLER |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-09-09T16:00:50-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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Displayed year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.