Civic Intelligence

Oak Middle School PTA

990EZ • Fiscal year 2022 • EIN 33-0666484

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

26th percentile

-16%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

804%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,115

Down $12,190 (-16%) from 2021

Net Assets

Down

$66,115

Down $12,190 (-16%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$88,273

Up $78,505 (+804%) from 2021

Expenses

Up

$100,463

Up $69,347 (+223%) from 2021

Net Income

Up

-$12,190

Up $9,158 (+43%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2022

Assets$66,115
Liabilities-
Net Assets$66,115
Open 2022 Filing

Operations Trend

Revenue Growth97th 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

2022

Revenue$88,273
Expenses$100,463
Net Income-$12,190
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$91,627
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.-$98,398
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet MurphyPresidentPT$0--
Tracy SturmVice PresidentPT$0--
Alison MohannaVP-Membership-$0--
Abby HarrisTreasurerPT$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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step it Up$59,221$59,221-$59,221
Total Events$59,221$59,221-$59,221
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
Abby Harris
Title
Treasurer
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Holmquist Liewald Llp
Address
3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
Preparer
Louise Liewald CPA
Phone
5624317872
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Clubs Expense $37837”

Other Expenses.2

“8th Grade Activities $32034”

Other Expenses.3

“Teaching Innovations $7118”

Other Expenses.4

“8th Grade T-Shirts $5618”

Other Expenses.5

“Staff Appreciation Week $5373”

Other Expenses.6

“Dance $1643”

Other Expenses.7

“Misc Instructional $1536”

Other Expenses.8

“Spirit Wear $1356”

Other Expenses.9

“HSA Awards $1076”

Other Expenses.10

“Parent Engagement $1000”

Other Expenses.11

“5th Grade Social $897”

Other Expenses.12

“Lions Pride $721”

Other Expenses.13

“Honor Roll $574”

Other Expenses.14

“Accounting $548”

Other Expenses.15

“Officer Expenses $504”

Other Expenses.16

“Paw Pass Awards $400”

Other Expenses.17

“Astronomy Education $342”

Other Expenses.18

“Memberships PTA $297”

Other Expenses.19

“Website $284”

Other Expenses.20

“Kindness Week $270”

Other Expenses.21

“Insurance $258”

Other Expenses.22

“State of the District $225”

Other Expenses.23

“Unit Assessment $200”

Other Expenses.24

“Red Ribbon Week $180”

Other Expenses.25

“Ability Awareness $97”

Other Expenses.26

“Bank Charges $45”

Other Expenses.27

“Reflections $29”

Other Expenses.28

“Rounding $1”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Clubs Expense $37837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18th Grade Activities $32034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teaching Innovations $7118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38th Grade T-Shirts $5618
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Paw Pass Awards $400
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05624317872
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louise Liewald CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-15T16:53:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Abby
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harris
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,115
Liabilities
-
Net assets
$66,115
Revenue
$88,273
Expenses
$100,463
Net income
-$12,190
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