Civic Intelligence

Oak Middle School PTA

990EZ • Fiscal year 2024 • EIN 33-0666484

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

19%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,711

Up $804 (+1.4%) from 2023

Net Assets

Up

$57,711

Up $804 (+1.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$100,611

Up $16,107 (+19%) from 2023

Expenses

Up

$99,807

Up $6,095 (+6.5%) from 2023

Net Income

Up

$804

Up $10,012 (+109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$57,711
Liabilities-
Net Assets$57,711
Open 2024 Filing

Operations Trend

Revenue Growth68th 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

2024

Revenue$100,611
Expenses$99,807
Net Income$804
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$100,611
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.-$98,295
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda DrukkerPresidentPT$0--
Amy AxelVice PresidentPT$0--
Shannon ReillyVP-Ways & Means-$0--
Elizabeth Whitt HeuclinTreasurerPT$0--
Jenni GuzmanVP-Ways & Means-$0--
Karen Ben-ShmuelSecretary-$0--
Connie BambadjiFinancial Sec.-$0--
Joy WadleighVP-Parent Ed.-$0--
Lindsay McCulloughParliamentarian-$0--
Melissa NewmanHistorian-$0--
Kirsten PowersAuditor-$0--
Sarah KieckVP Legislation-$0--
Stephen SeguraTeacher Rep-$0--
Evelyn GarciaPrincipal-$0--
Jerilyn KuharTeacher Rep-$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
Elizabeth Whitt Heuclin
Title
Treasurer
Signed
2024-11-12
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 $40000”

Other Expenses.2

“8th Grade Activities $28635”

Other Expenses.3

“Teaching Innovations $10349”

Other Expenses.4

“Staff Appreciation Week $5100”

Other Expenses.5

“Prior Year Exp $4048”

Other Expenses.6

“Awards and Recognition $3776”

Other Expenses.7

“Special Events & Programming $2996”

Other Expenses.8

“Dance $1328”

Other Expenses.9

“Spirit Wear $1307”

Other Expenses.10

“Tax Preparation Fees $625”

Other Expenses.11

“5th Grade Social $471”

Other Expenses.12

“Memberships PTA $285”

Other Expenses.13

“Insurance $282”

Other Expenses.14

“Unit Assessment $250”

Other Expenses.15

“State of the District $240”

Other Expenses.16

“Officer Expenses $84”

Other Expenses.17

“Hospitality $31”

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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 $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18th Grade Activities $28635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teaching Innovations $10349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation Week $5100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prior Year Exp $4048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Awards and Recognition $3776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special Events & Programming $2996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dance $1328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spirit Wear $1307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tax Preparation Fees $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt105th Grade Social $471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Memberships PTA $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Unit Assessment $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14State of the District $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Officer Expenses $84
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Whitt Heuclin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823703069
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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/ReturnTs02024-11-12T16:58:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,711
Liabilities
-
Net assets
$57,711
Revenue
$100,611
Expenses
$99,807
Net income
$804
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