Civic Intelligence

Oster Elementary School Home and School Club Inc.

990EZ • Fiscal year 2016 • EIN 36-4614368

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 20, 2016

1855 Lencar WaySan Jose, CA 95124

(408) 269-1830

Siviq Scores

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

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.31x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-5.5%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$125,634

Up $35,486 (+39%) from 2015

Net Assets

Up

$88,579

Up $27,742 (+46%) from 2015

Liabilities

Up

$37,055

Up $7,744 (+26%) from 2015

Revenue

Down

$117,915

Down $6,919 (-5.5%) from 2015

Expenses

Down

$90,173

Down $24,775 (-22%) from 2015

Net Income

Up

$27,742

Up $17,856 (+181%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $80,483Liabilities 2011: $24,824Net Assets 2011: $55,6592011Assets 2012: $75,490Liabilities 2012: $30,529Net Assets 2012: $44,9612012Assets 2013: $55,143Liabilities 2013: $12,129Net Assets 2013: $43,0142013Assets 2014: $54,878Liabilities 2014: $11,802Net Assets 2014: $43,0762014Assets 2015: $90,148Liabilities 2015: $29,311Net Assets 2015: $60,8372015Assets 2016: $125,634Liabilities 2016: $37,055Net Assets 2016: $88,5792016Assets 2017: $175,525Liabilities 2017: $43,947Net Assets 2017: $131,5782017Assets 2018: $200,169Liabilities 2018: $47,728Net Assets 2018: $152,4412018Assets 2019: $221,216Liabilities 2019: $45,737Net Assets 2019: $175,4792019Assets 2020: $245,361Liabilities 2020: $54,025Net Assets 2020: $191,3362020Assets 2021: $253,573Net Assets 2021: $253,5732021Assets 2022: $319,095Net Assets 2022: $319,0952022Assets 2023: $305,658Liabilities 2023: $0Net Assets 2023: $305,6582023Assets 2024: $231,292Liabilities 2024: $0Net Assets 2024: $231,2922024Assets 2025: $270,465Liabilities 2025: $0Net Assets 2025: $270,4652025

Highlighted filing

2016

Assets$125,634
Liabilities$37,055
Net Assets$88,579

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $112,961Expenses 2011: $125,349Net Income 2011: -$12,3882011Revenue 2012: $125,920Expenses 2012: $136,618Net Income 2012: -$10,6982012Revenue 2013: $76,903Expenses 2013: $78,850Net Income 2013: -$1,9472013Revenue 2014: $76,903Expenses 2014: $78,851Net Income 2014: -$1,9482014Revenue 2015: $124,834Expenses 2015: $114,948Net Income 2015: $9,8862015Revenue 2016: $117,915Expenses 2016: $90,173Net Income 2016: $27,7422016Revenue 2017: $129,757Expenses 2017: $86,758Net Income 2017: $42,9992017Revenue 2018: $160,765Expenses 2018: $139,282Net Income 2018: $21,4832018Revenue 2019: $181,021Expenses 2019: $157,983Net Income 2019: $23,0382019Revenue 2020: $129,970Expenses 2020: $114,442Net Income 2020: $15,5282020Revenue 2021: $60,747Expenses 2021: $35,959Net Income 2021: $24,7882021Revenue 2022: $174,303Expenses 2022: $102,308Net Income 2022: $71,9952022Revenue 2023: $228,226Expenses 2023: $242,449Net Income 2023: -$14,2232023Revenue 2024: $252,950Expenses 2024: $328,635Net Income 2024: -$75,6852024Revenue 2025: $277,228Expenses 2025: $242,722Net Income 2025: $34,5062025

Highlighted filing

2016

Revenue$117,915
Expenses$90,173
Net Income$27,742
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 20, 2016
Return Version
2015v2.0
Gross Receipts
$117,915
Mission and Program Overview

Mission

Charitable purposes for the oster school

Program Services

DescriptionGrantsExpenses
CHARITABLE PURPOSES FOR THE OSTER ELEMENTARY SCHOOL - GIFTS TO SCHOOL FOR EDUCATION, LIBRARY AND OTHER SCHOOL ACTIVITIES.$90,173-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH HEADLEYPresident-$0--
MARSH PORTMANNSecretary-$0--
DEBBIE JEWALLTreasurer-$0--
CLAIRE FOWLERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oster Elementary School Home & School
EIN
36-4614368
Phone
4082691830
Address
1855 LENCAR WAY, SAN JOSE, CA 95124

Signing Officer

Name
Debbie Jewall
Title
Treasurer
Signed
2016-12-20
Discuss with paid preparer
Yes

Preparer

Firm
John R Evans and Associates
Address
2257 CAMDEN AVE, SAN JOSE, CA 95124-2030
Preparer
John R Evans
Phone
4083715490
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $11

Other Expenses.1012

Insurance $485

Other Expenses.1

Student program expenses $61123

Other Expenses.2

TEACHERS FUND $10033

Other Expenses.3

EVENT SUPPLIES $7188

Other Expenses.4

OPERATING EXP $3666

Other Expenses.5

CLASSROOM EXPENSE $2126

Other Expenses.6

PRINICPAL'S FUND $1684

Other Expenses.7

Safe. Patrol/yard duty $1601

Other Expenses.8

AWARD EXPENSES $560

Other Expenses.9

HOSPITALITY $435

Other Expenses.10

SCRIPT EXPENSE $301

Other Expenses.11

EQUIPMENT EXP $204

Other Expenses.12

BANK CHARGES $171

Other Expenses.13

MEETING EXPENSE $120

Other Expenses.15

RECONCILING ITEM $-45

Other Assets.1

SCRIP INVENTORIES - Beginning $593 SCRIP INVENTORIES - Ending $250

Other Assets.3

BOND - Beginning $5000 BOND - Ending $292

Total Liabilities.1

TOTAL LIABILITIES - Beginning $29311 TOTAL LIABILITIES - Ending $37055

Raw XML Appendix191 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.

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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT PROGRAM EXPENSES $61123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHERS FUND $10033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT SUPPLIES $7188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OPERATING EXP $3666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASSROOM EXPENSE $2126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRINICPAL'S FUND $1684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SAFE. PATROL/YARD DUTY $1601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AWARD EXPENSES $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HOSPITALITY $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCRIPT EXPENSE $301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EQUIPMENT EXP $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES $171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEETING EXPENSE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RECONCILING ITEM $-45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SCRIP INVENTORIES - Beginning $593 SCRIP INVENTORIES - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BOND - Beginning $5000 BOND - Ending $292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TOTAL LIABILITIES - Beginning $29311 TOTAL LIABILITIES - Ending $37055
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE JEWALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSTER ELEMENTARY SCHOOL HOME & SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0OSTE
ReturnHeader/Filer/EIN0364614368
ReturnHeader/Filer/PhoneNum04082691830
ReturnHeader/Filer/USAddress/AddressLine1Txt01855 LENCAR WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN R EVANS AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02257 CAMDEN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951242030
ReturnHeader/PreparerPersonGrp/PhoneNum04083715490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R EVANS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-20T19:31:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$2.77$2.43$0.35
2024Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.53$3.29$0.76
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.28$2.42$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.19$3.19$1.74$1.02$0.72
2021Detailed filing. Detailed filing data is available for this year.$2.54$2.54$0.61$0.36$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.54$1.91$1.30$1.14$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.46$1.75$1.81$1.58$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.48$1.52$1.61$1.39$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.44$1.32$1.30$0.87$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.37$0.89$1.18$0.90$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.29$0.61$1.25$1.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.12$0.43$0.77$0.79$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.12$0.43$0.77$0.79$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.31$0.45$1.26$1.37$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.25$0.56$1.13$1.25$0.12