Civic Intelligence

Oakdale Educational Foundation

990EZ • Fiscal year 2018 • EIN 47-0926511

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization ProfileN/A
1570 East F StreetOakdale, CA 95361

(209) 872-0236

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-7.0%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,422

Down $14,010 (-30%) from 2017

Net Assets

Down

$32,422

Down $14,010 (-30%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$80,084

Down $6,045 (-7.0%) from 2017

Expenses

Up

$94,094

Up $12,795 (+16%) from 2017

Net Income

Down

-$14,010

Down $18,840 (-390%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$100K$50K$0Assets 2010: $12,766Net Assets 2010: $12,7662010Assets 2011: $70,137Net Assets 2011: $70,1372011Assets 2012: $60,087Net Assets 2012: $60,0872012Assets 2013: $62,371Net Assets 2013: $62,3712013Assets 2014: $85,218Net Assets 2014: $85,2182014Assets 2015: $83,607Net Assets 2015: $83,6072015Assets 2016: $41,602Net Assets 2016: $41,6022016Assets 2017: $46,432Net Assets 2017: $46,4322017Assets 2018: $32,422Net Assets 2018: $32,4222018Assets 2019: $18,343Net Assets 2019: $18,3432019

Highlighted filing

2018

Assets$32,422
Liabilities-
Net Assets$32,422
Open 2018 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$100K$0-$100KRevenue 2010: $75,649Expenses 2010: $77,862Net Income 2010: -$2,2132010Revenue 2011: $160,308Expenses 2011: $102,937Net Income 2011: $57,3712011Revenue 2012: $93,646Expenses 2012: $103,696Net Income 2012: -$10,0502012Revenue 2013: $118,417Expenses 2013: $116,133Net Income 2013: $2,2842013Revenue 2014: $131,482Expenses 2014: $108,635Net Income 2014: $22,8472014Revenue 2015: $106,536Expenses 2015: $108,147Net Income 2015: -$1,6112015Revenue 2016: $88,983Expenses 2016: $130,988Net Income 2016: -$42,0052016Revenue 2017: $86,129Expenses 2017: $81,299Net Income 2017: $4,8302017Revenue 2018: $80,084Expenses 2018: $94,094Net Income 2018: -$14,0102018Revenue 2019: $5,131Expenses 2019: $19,210Net Income 2019: -$14,0792019

Highlighted filing

2018

Revenue$80,084
Expenses$94,094
Net Income-$14,010
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$113,763
Mission and Program Overview

Mission

It is the goal of the foundation to fund and enrich the quality of education by being able to support and implement faculty types of programs.

Program Services

DescriptionGrantsExpenses
GRANTS TO VARIOUS SCHOOL DEPARTMENTS FOR IMPROVING AND ASSISTING TEACHING PERFORMANCE IN CLASS, THROUGH THE ACQUISITION OF TEACHING EQUIPMENT.-$89,400
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE GOODREAUTreasurer-$0--
Amelia SchmidtSecretary-$0--
Ted ThomePresident-$0--
Peter BrownVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$97,676$97,676$7,557$90,119
S.O.S. Run Event$13,995$13,995$3,509$10,486
Total Events$111,671$111,671$33,679$77,992
Filing and Contact Details

Filer

Filer Name
Oakdale Educational Foundation
EIN
47-0926511
Address
1570 EAST F STREET, OAKDALE, CA 95361

Signing Officer

Name
Michelle Goodreau
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Pastenieks Bucheli & Falasco Llp
Address
1301 L ST STE 1, MODESTO, CA 95354-0936
Preparer
Ralph Bucheli
Phone
2095295515
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATIONAL | Donee's Name: OAKDALE UNIFIED SCHOOL DISTRICT | Donee's Address: 168 SOUTH 3RD AVENUE OAKDALE CA 95361 | Relationship of Donee: NONE | Cash Amount Given: $89400”

Other Expenses.1001

“Advertising and Promotion $500”

Other Expenses.1002

“Office Expenses $1200”

Other Expenses.1012

“Insurance $1785”

Other Expenses.1

“Grant Reception $292”

Other Expenses.2

“Dues and Memberships $195”

Other Expenses.3

“Licenses and Permits $25”

Other Expenses.4

“Nametag-Board Member $7”

Raw XML Appendix179 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/BooksInCareOfDetail/USAddress/CityNm0OAKDALE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amelia Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ted Thome
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Peter Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04004
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IT IS THE GOAL OF THE FOUNDATION TO FUND AND ENRICH THE QUALITY OF EDUCATION BY BEING ABLE TO SUPPORT AND IMPLEMENT FACULTY TYPES OF PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO VARIOUS SCHOOL DEPARTMENTS FOR IMPROVING AND ASSISTING TEACHING PERFORMANCE IN CLASS, THROUGH THE ACQUISITION OF TEACHING EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033679
IRS990EZ/SpecialEventsNetIncomeLossAmt078138
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094094
IRS990EZ/TotalRevenueAmt080084
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045056
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0102867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0135835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0128857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0595291
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0640347
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118654
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0162672
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0640347
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0S.O.S. Run Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016684
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt097676
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt097676
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011066
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05679
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL | Donee's Name: OAKDALE UNIFIED SCHOOL DISTRICT | Donee's Address: 168 SOUTH 3RD AVENUE OAKDALE CA 95361 | Relationship of Donee: NONE | Cash Amount Given: $89400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grant Reception $292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and Memberships $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses and Permits $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE GOODREAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKDALE EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKD
ReturnHeader/Filer/EIN0470926511
ReturnHeader/Filer/USAddress/AddressLine1Txt01570 EAST F STREET
ReturnHeader/Filer/USAddress/CityNm0OAKDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095361
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272863865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PASTENIEKS BUCHELI & FALASCO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 L ST STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953540936
ReturnHeader/PreparerPersonGrp/PhoneNum02095295515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ralph Bucheli
ReturnHeader/ReturnTs02019-05-14T11:36:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,422
Liabilities
-
Net assets
$32,422
Revenue
$80,084
Expenses
$94,094
Net income
-$14,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.05$0.19$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.80$0.94$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.86$0.81$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.89$1.31$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.07$1.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.31$1.09$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.18$1.16$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.94$1.04$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$1.60$1.03$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.76$0.78$0.02