Civic Intelligence

Oak Middle School PTA

990EZ • Fiscal year 2021 • EIN 33-0666484

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

Organization ProfileN/A
10821 Oak StreetLos Alamitos, CA 90720

(562) 799-4750

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

4th percentile

-219%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-90%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$78,305

Down $21,348 (-21%) from 2020

Net Assets

Down

$78,305

Down $21,348 (-21%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$9,768

Down $90,183 (-90%) from 2020

Expenses

Down

$31,116

Down $61,416 (-66%) from 2020

Net Income

Down

-$21,348

Down $28,767 (-388%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$78,305
Liabilities-
Net Assets$78,305
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$9,768
Expenses$31,116
Net Income-$21,348
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.0
Gross Receipts
$14,411
Mission and Program Overview

Mission

Child advocacy - support the students at oak middle school

Program Services

DescriptionGrantsExpenses
INSTRUCTIONAL AND ENRICHMENT SUPPORT: TECHNOLOGY, MEDIA CENTER, SPORTS CLUBS, READING, AND ART PROGRAM SUPPORT; PARENT EDUCATION, LEGISLATION INFORMATION, SEX AND DRUG EDUCATION; COMMUNITY PROGRAMS.Our accomplishments for the year include being able to not do a fundraiser during this difficult time and still pay for student clubs ($33,500 -- our largest budget line), innovations for the teachers and classrooms, and fully funded a day of fun for the 8th graders at the end of the year done outside in a manner that was safe.$29,641-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet MurphyPresidentPT$0--
Tracy SturmVice PresidentPT$0--
Alison MohannaVP-Membership-$0--
Stacey LevineTreasurerPT$0--
Suzy JohnsonVP-Ways & Means-$0--
Maria OsorioSecretary-$0--
Amy PayneFinancial Sec.-$0--
Viki BraggVP-Parent Ed.-$0--
Chris LambParliamentarian-$0--
Jodee FlintHistorian-$0--
Jackie DominickAuditor-$0--
Remy HernandezVP Legislation-$0--
Allen MendrinTeacher Rep-$0--
Erin KominskyPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Oak Middle School PTA
EIN
33-0666484
Phone
5627994750
Address
10821 OAK STREET, LOS ALAMITOS, CA 90720

Signing Officer

Name
Stacey Levine
Title
Treasurer
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Holmquist Liewald Llp
Address
3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
Preparer
Louise Liewald CPA
Phone
5627994975
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Clubs Expense $22209”

Other Expenses.2

“8th Grade Activities $10033”

Other Expenses.3

“Teaching Innovations $5629”

Other Expenses.4

“Staff Appreciation Week $3277”

Other Expenses.5

“6th Grade T-Shirts $2367”

Other Expenses.6

“Lions Pride $2028”

Other Expenses.7

“Spirit Wear $1637”

Other Expenses.8

“HSA Awards $1138”

Other Expenses.9

“Parent Engagement $900”

Other Expenses.10

“5th Grade Social $730”

Other Expenses.11

“Spring Celebration $303”

Other Expenses.12

“Paw Pass Awards $300”

Other Expenses.13

“WEB Mentor $284”

Other Expenses.14

“Kindness Week $275”

Other Expenses.15

“Ability Awareness $250”

Other Expenses.16

“Prior Year Exp $202”

Other Expenses.17

“Unit Assessment $200”

Other Expenses.18

“Memberships PTA $170”

Other Expenses.19

“Paid Disbursements $142”

Other Expenses.20

“Officer Expenses $135”

Other Expenses.21

“Reflections $130”

Other Expenses.22

“PTA Convention $20”

Other Expenses.23

“Rounding $1”

Other Expenses.49

“Prior Year Expense Refund $-22052”

Raw XML Appendix245 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Stacey Levine
IRS990EZ/BooksInCareOfDetail/PhoneNum05627994750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010821 Oak Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Alamitos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078305
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03458
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21348
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099653
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078305
IRS990EZ/FundraisingGrossIncomeAmt05505
IRS990EZ/GrossReceiptsAmt014411
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05448
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099653
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099653
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt132.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janet Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tracy Sturm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alison Mohanna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacey Levine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Suzy Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Maria Osorio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amy Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Viki Bragg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Chris Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jodee Flint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jackie Dominick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Remy Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Allen Mendrin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Erin Kominsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP-Parent Ed.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP Legislation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Teacher Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY - SUPPORT THE STUDENTS AT OAK MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INSTRUCTIONAL AND ENRICHMENT SUPPORT: TECHNOLOGY, MEDIA CENTER, SPORTS CLUBS, READING, AND ART PROGRAM SUPPORT; PARENT EDUCATION, LEGISLATION INFORMATION, SEX AND DRUG EDUCATION; COMMUNITY PROGRAMS.Our accomplishments for the year include being able to not do a fundraiser during this difficult time and still pay for student clubs ($33,500 -- our largest budget line), innovations for the teachers and classrooms, and fully funded a day of fun for the 8th graders at the end of the year done outside in a manner that was safe.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029641
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04643
IRS990EZ/SpecialEventsNetIncomeLossAmt0862
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031116
IRS990EZ/TotalProgramServiceExpensesAmt029641
IRS990EZ/TotalRevenueAmt09768
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153739
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0142505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0137657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0451960
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0605699
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0156754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0179036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0137572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117926
IRS990ScheduleA/Total509Grp/TotalAmt0605699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0156754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0179036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0137572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117926
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0605699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Clubs Expense $22209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28th Grade Activities $10033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teaching Innovations $5629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Appreciation Week $3277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt56th Grade T-Shirts $2367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Lions Pride $2028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Spirit Wear $1637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HSA Awards $1138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Parent Engagement $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt105th Grade Social $730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Spring Celebration $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Paw Pass Awards $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEB Mentor $284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Kindness Week $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Ability Awareness $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prior Year Exp $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Unit Assessment $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Memberships PTA $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Paid Disbursements $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Officer Expenses $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Reflections $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22PTA Convention $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Rounding $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Prior Year Expense Refund $-22052
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.49
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Levine
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0330666484
ReturnHeader/Filer/PhoneNum05627994750
ReturnHeader/Filer/USAddress/AddressLine1Txt010821 OAK STREET
ReturnHeader/Filer/USAddress/CityNm0LOS ALAMITOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823703069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLMQUIST LIEWALD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03415 CERRITOS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05627994975
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louise Liewald CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-21T10:23:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stacey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levine
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,305
Liabilities
-
Net assets
$78,305
Revenue
$9,768
Expenses
$31,116
Net income
-$21,348
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