Civic Intelligence

Oak Middle School PTA

990EZ • Fiscal year 2023 • EIN 33-0666484

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-4.3%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$56,907

Down $9,208 (-14%) from 2022

Net Assets

Down

$56,907

Down $9,208 (-14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$84,504

Down $3,769 (-4.3%) from 2022

Expenses

Down

$93,712

Down $6,751 (-6.7%) from 2022

Net Income

Up

-$9,208

Up $2,982 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2023

Assets$56,907
Liabilities-
Net Assets$56,907
Open 2023 Filing

Operations Trend

Revenue Growth39th 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

2023

Revenue$84,504
Expenses$93,712
Net Income-$9,208
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$84,504
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.Funds are raised to support Oak Middle School students, faculty and staff. We fund innovation grants for teachers, programming and activities for students such as lunch clubs, STEAM activities, school dances and activities as well as classroom supplies/upgrades.-$92,537
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle ShahonPresidentPT$0--
Valerie KelseyVice PresidentPT$0--
Faye VasconcellosVP-Membership-$0--
Elizabeth Whitt HeuclinTreasurerPT$0--
Cat MaloyoVP-Ways & Means-$0--
Meggan BertholdSecretary-$0--
Melissa NewmanFinancial Sec.-$0--
Joy WadleighVP-Parent Ed.-$0--
Amy AxelParliamentarian-$0--
Emily HogenboomHistorian-$0--
Sarah KieckAuditor-$0--
Nicole MoyaVP Legislation-$0--
Stephen SeguraTeacher Rep-$0--
Evelyn GarciaPrincipal-$0--
Jerilyn KuharTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Drive$48,681$48,681-$48,681
Total Events$48,681$48,681-$48,681
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
Elizabeth Whitt Heuclin
Title
Treasurer
Signed
2023-11-07
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.1

“Clubs Expense $39007”

Other Expenses.2

“8th Grade Activities $26093”

Other Expenses.3

“Teaching Innovations $8626”

Other Expenses.4

“Prior Year Exp $5081”

Other Expenses.5

“Staff Appreciation Week $3947”

Other Expenses.6

“Paw Pass Awards $2694”

Other Expenses.7

“Dance $2150”

Other Expenses.8

“Special Events $1714”

Other Expenses.9

“Spirit Wear $1509”

Other Expenses.10

“HSA Awards $998”

Other Expenses.11

“Parent Engagement $350”

Other Expenses.12

“Insurance $272”

Other Expenses.13

“Hospitality $249”

Other Expenses.14

“State of the District $240”

Other Expenses.15

“Special Programming $239”

Other Expenses.16

“Unit Assessment $232”

Other Expenses.17

“5th Grade Social $129”

Other Expenses.18

“Memberships PTA $128”

Other Expenses.19

“Filing Fees $75”

Other Expenses.63

“Rounding $-1”

Other Expenses.64

“Bank Charges $-20”

Raw XML Appendix249 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/PersonNm0Elizabeth Whitt Heuclin
IRS990EZ/BooksInCareOfDetail/PhoneNum05627994750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010821 Oak Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Alamitos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066115
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056907
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03802
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9208
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066115
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056907
IRS990EZ/FundraisingGrossIncomeAmt048681
IRS990EZ/GrossReceiptsAmt084504
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02367
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066115
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056907
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066115
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056907
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
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/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Shahon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valerie Kelsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Faye Vasconcellos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elizabeth Whitt Heuclin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cat Maloyo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Meggan Berthold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Melissa Newman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joy Wadleigh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amy Axel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Emily Hogenboom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Sarah Kieck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Nicole Moya
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Stephen Segura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Evelyn Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Jerilyn Kuhar
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/OfficerDirectorTrusteeEmplGrp/TitleTxt14Teacher Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093712
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY - SUPPORT THE STUDENTS AT OAK MIDDLE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt029654
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.Funds are raised to support Oak Middle School students, faculty and staff. We fund innovation grants for teachers, programming and activities for students such as lunch clubs, STEAM activities, school dances and activities as well as classroom supplies/upgrades.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092537
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt048681
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093712
IRS990EZ/TotalProgramServiceExpensesAmt092537
IRS990EZ/TotalRevenueAmt084504
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt099279
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0142505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0137657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0427053
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0526332
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0156754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0179036
IRS990ScheduleA/Total509Grp/TotalAmt0526332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0179036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0526332
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising Drive
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048681
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Clubs Expense $39007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18th Grade Activities $26093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teaching Innovations $8626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prior Year Exp $5081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Appreciation Week $3947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Paw Pass Awards $2694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dance $2150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Special Events $1714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spirit Wear $1509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HSA Awards $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Parent Engagement $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Hospitality $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13State of the District $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Special Programming $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Unit Assessment $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt165th Grade Social $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Memberships PTA $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Filing Fees $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Rounding $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Bank Charges $-20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.63
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.64
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Whitt Heuclin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-07T14:24:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elizabeth Whitt
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heuclin
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,907
Liabilities
-
Net assets
$56,907
Revenue
$84,504
Expenses
$93,712
Net income
-$9,208
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