Civic Intelligence

Oak Middle School PTA

990EZ • Fiscal year 2013 • EIN 33-0666484

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 04, 2013

Organization ProfileN/A
10821 Oak Street90720
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

-2.8%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,849

Down $4,200 (-11%) from 2012

Net Assets

Down

$32,849

Down $4,200 (-11%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$89,054

Down $2,539 (-2.8%) from 2012

Expenses

Up

$93,254

Up $272 (+0.3%) from 2012

Net Income

Down

-$4,200

Down $2,811 (-202%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2012: $37,049Net Assets 2012: $37,0492012Assets 2013: $32,849Net Assets 2013: $32,8492013Assets 2014: $41,555Net Assets 2014: $41,5552014Assets 2015: $45,602Net Assets 2015: $45,6022015Assets 2016: $32,062Net Assets 2016: $32,0622016Assets 2017: $41,405Net Assets 2017: $41,4052017Assets 2018: $66,069Net Assets 2018: $66,0692018Assets 2019: $92,234Net Assets 2019: $92,2342019Assets 2020: $99,653Net Assets 2020: $99,6532020Assets 2021: $78,305Net Assets 2021: $78,3052021Assets 2022: $66,115Net Assets 2022: $66,1152022Assets 2023: $56,907Net Assets 2023: $56,9072023Assets 2024: $57,711Net Assets 2024: $57,7112024Assets 2025: $79,775Net Assets 2025: $79,7752025

Highlighted filing

2013

Assets$32,849
Liabilities-
Net Assets$32,849
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $91,593Expenses 2012: $92,982Net Income 2012: -$1,3892012Revenue 2013: $89,054Expenses 2013: $93,254Net Income 2013: -$4,2002013Revenue 2014: $92,458Expenses 2014: $83,752Net Income 2014: $8,7062014Revenue 2015: $82,195Expenses 2015: $78,148Net Income 2015: $4,0472015Revenue 2016: $92,344Expenses 2016: $105,884Net Income 2016: -$13,5402016Revenue 2017: $117,099Expenses 2017: $107,756Net Income 2017: $9,3432017Revenue 2018: $136,781Expenses 2018: $112,117Net Income 2018: $24,6642018Revenue 2019: $124,113Expenses 2019: $97,948Net Income 2019: $26,1652019Revenue 2020: $99,951Expenses 2020: $92,532Net Income 2020: $7,4192020Revenue 2021: $9,768Expenses 2021: $31,116Net Income 2021: -$21,3482021Revenue 2022: $88,273Expenses 2022: $100,463Net Income 2022: -$12,1902022Revenue 2023: $84,504Expenses 2023: $93,712Net Income 2023: -$9,2082023Revenue 2024: $100,611Expenses 2024: $99,807Net Income 2024: $8042024Revenue 2025: $131,023Expenses 2025: $108,959Net Income 2025: $22,0642025

Highlighted filing

2013

Revenue$89,054
Expenses$93,254
Net Income-$4,200
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 4, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Child advocacy - support the students at oak middle school

Filing and Contact Details

Filer

EIN
33-0666484
Raw XML Appendix266 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Francine Mafi
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Kori DeLeon
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Brenda Collier
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Jill Mancinelli
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Kahmissa Steenhausen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Plushette Lofton
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Nancy Malloy
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Maureen Wauters
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Jennifer Kraus
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Anne Vida
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Carolyn Keller
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Auditor
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Parliamentarian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal092879
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0CHILD ADVOCACY - SUPPORT THE STUDENTS AT OAK MIDDLE SCHOOL
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ORGANIZATIONAL SUPPORT: SUPPLIES, ACCOUNTING FEES, PTA UNIT ASSESSMENTS AND FILING FEES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1INSTRUCTIONAL AND ENRICHMENT SUPPORT: TECHNOLOGY, MEDIA CENTER, SPORTS CLUBS, READING, AND ART PROGRAM SUPPORT; PARENT EDUCATION, LEGISLATION INFORMATION, SEX AND DRUG EDUCATION; COMMUNITY PROGRAMS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations06108
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations187145
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses061290
IRS990EZ/SpecialEventsNetIncomeLoss036360
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1010821 Oak Street
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Los Alamitos
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode090720
IRS990EZ/TheBooksAreInCareOf/NamePerson0Maureen Wauters
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05627994750
IRS990EZ/TotalAssets/BOY037049
IRS990EZ/TotalAssets/EOY032849
IRS990EZ/TotalExpenses093254
IRS990EZ/TotalProgramServiceExpenses093253
IRS990EZ/TotalRevenue089054
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear052694
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year045567
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years041553
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years032103
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years09049
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0180966
IRS990ScheduleA/GrossInvestmentIncome509/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear097650
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IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0128436
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0144237
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years060184
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0547350
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090728316
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
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IRS990ScheduleA/TotalSupportTotal/Total0728316
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents060982
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IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents019954
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IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents019954
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents097320
IRS990ScheduleG/EventsInformation/NameOfEvent10Magazine Sales
IRS990ScheduleG/EventsInformation/NameOfEvent20Scrip and Gift Cards
IRS990ScheduleG/EventsInformation/NetIncomeSummary036338
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1034394
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2010482
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents016106
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents060982
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents02
IRS990ScheduleO/GeneralExplanation/Explanation06th Grade Social $50
IRS990ScheduleO/GeneralExplanation/Explanation1Reflections $57
IRS990ScheduleO/GeneralExplanation/Explanation2Astronomy Education $77
IRS990ScheduleO/GeneralExplanation/Explanation3PI Day $83
IRS990ScheduleO/GeneralExplanation/Explanation4Red Ribbon Week $155
IRS990ScheduleO/GeneralExplanation/Explanation5Unit Assessment $200
IRS990ScheduleO/GeneralExplanation/Explanation6President Supplies $223
IRS990ScheduleO/GeneralExplanation/Explanation7WEB Mentor $297
IRS990ScheduleO/GeneralExplanation/Explanation8HSA Awards $323
IRS990ScheduleO/GeneralExplanation/Explanation9Career Day $462
IRS990ScheduleO/GeneralExplanation/Explanation10Back to School Lunch $620
IRS990ScheduleO/GeneralExplanation/Explanation11Bank Charges $684
IRS990ScheduleO/GeneralExplanation/Explanation12Family Night $880
IRS990ScheduleO/GeneralExplanation/Explanation13Staff Appreciation Week $1008
IRS990ScheduleO/GeneralExplanation/Explanation14Music Program $1500
IRS990ScheduleO/GeneralExplanation/Explanation15Memberships PTA $2147
IRS990ScheduleO/GeneralExplanation/Explanation16PTA Convention $2231
IRS990ScheduleO/GeneralExplanation/Explanation17AR Tests $2301
IRS990ScheduleO/GeneralExplanation/Explanation18Assemblies $4780
IRS990ScheduleO/GeneralExplanation/Explanation19Sweats & Tees $5911
IRS990ScheduleO/GeneralExplanation/Explanation20Prior Year Expenses - Other $11236
IRS990ScheduleO/GeneralExplanation/Explanation21Donation to ASB $15697
IRS990ScheduleO/GeneralExplanation/Explanation228th Grade Promotion $41758
IRS990ScheduleO/GeneralExplanation/Explanation23Insurance $199
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.23
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.22
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.21
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.20
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.19
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.18
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.17
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.16
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.15
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.14
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.13
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.12
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 16.11
IRS990ScheduleO/GeneralExplanation/Identifier13Form 990-EZ, Part I, Line 16.10
IRS990ScheduleO/GeneralExplanation/Identifier14Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier15Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier16Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier17Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier18Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier19Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier20Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier21Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier22Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier23Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.23
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.22
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.21
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.20
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.19
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.18
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.17
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.16
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.15
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.14
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.13
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.12
IRS990ScheduleO/GeneralExplanation/ReturnReference12Other Expenses.11
IRS990ScheduleO/GeneralExplanation/ReturnReference13Other Expenses.10
IRS990ScheduleO/GeneralExplanation/ReturnReference14Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference15Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference16Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference17Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference18Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference19Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference20Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference21Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference22Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference23Other Expenses.1012
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0330666484
ReturnHeader/Filer/Name/BusinessNameLine10OAK MIDDLE SCHOOL PTA
ReturnHeader/Filer/NameControl0OAKM
ReturnHeader/Filer/Phone05627994750
ReturnHeader/Filer/USAddress/AddressLine1010821 OAK STREET
ReturnHeader/Filer/USAddress/City0LOS ALAMITOS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090720
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-04
ReturnHeader/Officer/Name0Carolyn Keller
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Carol S Holmquist CPA APC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103415 Cerritos Ave
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Los Alamitos
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090720
ReturnHeader/Preparer/Name0Louise Liewald CPA
ReturnHeader/Preparer/Phone05627994975
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-04T16:19:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$32,849
Liabilities
-
Net assets
$32,849
Revenue
$89,054
Expenses
$93,254
Net income
-$4,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.31$1.09$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.01$1.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.85$0.94$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.88$1.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.10$0.31$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.00$0.93$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.24$0.98$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.37$1.12$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.17$1.08$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.92$1.06$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.82$0.78$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.92$0.84$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.89$0.93$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.92$0.93$0.01