Civic Intelligence

Oak Chan Elementary Parent Teacher Organization

EIN 68-0363720 • 501(c)3 • Folsom, CA

Pub. 78 Eligible

Profile

Elementary school parent/teacher association - community service

101 Prewett DrFolsom, CA 95630

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-9.9%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

40th percentile

-8.5%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$63,146

Down $5,900 (-8.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$63,146

Down $5,900 (-8.5%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin31st percentile

Revenue

Down

$59,844

Down $16,960 (-22%) from 2024

Expenses

Up

$65,744

Up $7,996 (+14%) from 2024

Net Income

Down

-$5,900

Down $24,956 (-131%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $59,566Liabilities 2012: $02012Assets 2013: $78,003Liabilities 2013: $02013Assets 2014: $48,422Liabilities 2014: $02014Assets 2015: $49,496Liabilities 2015: $02015Assets 2016: $46,156Net Assets 2016: $46,1562016Assets 2017: $64,433Net Assets 2017: $64,4332017Assets 2018: $76,980Net Assets 2018: $76,9802018Assets 2019: $77,718Liabilities 2019: $02019Assets 2021: $53,217Liabilities 2021: $0Net Assets 2021: $53,2172021Assets 2022: $75,457Liabilities 2022: $0Net Assets 2022: $75,4572022Assets 2023: $49,990Liabilities 2023: $0Net Assets 2023: $49,9902023Assets 2024: $69,046Liabilities 2024: $0Net Assets 2024: $69,0462024Assets 2025: $63,146Liabilities 2025: $0Net Assets 2025: $63,1462025

Highlighted filing

2025

Assets$63,146
Liabilities$0
Net Assets$63,146
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $30,711Expenses 2012: $11,814Net Income 2012: $18,8972012Revenue 2013: $39,372Expenses 2013: $41,569Net Income 2013: -$2,1972013Revenue 2014: $21,904Expenses 2014: $25,147Net Income 2014: -$3,2432014Revenue 2015: $44,101Expenses 2015: $43,027Net Income 2015: $1,0742015Revenue 2016: $25,648Expenses 2016: $28,988Net Income 2016: -$3,3402016Revenue 2017: $30,619Expenses 2017: $12,342Net Income 2017: $18,2772017Revenue 2018: $24,596Expenses 2018: $12,049Net Income 2018: $12,5472018Revenue 2019: $8,245Expenses 2019: $7,507Net Income 2019: $7382019Revenue 2021: $11,128Expenses 2021: $4,141Net Income 2021: $6,9872021Revenue 2022: $52,913Expenses 2022: $30,000Net Income 2022: $22,9132022Revenue 2023: $36,690Expenses 2023: $62,157Net Income 2023: -$25,4672023Revenue 2024: $76,804Expenses 2024: $57,748Net Income 2024: $19,0562024Revenue 2025: $59,844Expenses 2025: $65,744Net Income 2025: -$5,9002025

Highlighted filing

2025

Revenue$59,844
Expenses$65,744
Net Income-$5,900
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,146
Liabilities
$0
Net assets
$63,146
Revenue
$59,844
Expenses
$65,744
Net income
-$5,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.1$0.00$63.1$59.8$65.7$5.90
2024Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$76.8$57.7$19.1
2023Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$36.7$62.2$25.5
2022Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$52.9$30.0$22.9
2021Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$11.1$4.14$6.99
2019Summary only. Only limited summary data is available for this year.$77.7$0.00$8.25$7.51$0.74
2018Detailed filing. Detailed filing data is available for this year.$77.0$77.0$24.6$12.0$12.5
2017Detailed filing. Detailed filing data is available for this year.$64.4$64.4$30.6$12.3$18.3
2016Detailed filing. Detailed filing data is available for this year.$46.2$46.2$25.6$29.0$3.34
2015Summary only. Only limited summary data is available for this year.$49.5$0.00$44.1$43.0$1.07
2014Summary only. Only limited summary data is available for this year.$48.4$0.00$21.9$25.1$3.24
2013Summary only. Only limited summary data is available for this year.$78.0$0.00$39.4$41.6$2.20
2012Summary only. Only limited summary data is available for this year.$59.6$0.00$30.7$11.8$18.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 12, 2025
Return Version
2024v5.0
Gross Receipts
$103,271
Mission and Program Overview

Mission

Elementary school parent/teacher association - community service

Elementary school parent/teacher association - community service, promote teacher / parent interaction in order to improve child education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$69,046$63,146▼ $5,900
Rtn Earn Endowment Incm Other Fnds$69,046$63,146▼ $5,900
Total Assets$69,046$63,146▼ $5,900
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,046$63,146▼ $5,900
Total Liabilities and Net Assets / Fund Balance$69,046$63,146▼ $5,900
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Jenni ProutyPresident
Nikki ScarlettAuditor
Amber PryorHistorian
Carrie BerrySecretary
Jen FisherTeacher Liai
Laura ColomboTeacher Liai
Jenny TraceyTreasurer
Avi ShalomVP Communica
Hila FeldmanVP Enrichmen
Sam MarshallVP Events
Andria BauerVP Membershi
Nate SorensonVP Operation
Revenue and Support

Revenue Composition

Contributions and Grants
$29,957
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$29,887
All Other Contributions
$20,542
Change in Net Assets
$-5,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,744
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,048$2,213-$2,213
Fees for Services Accounting$550--$550
Insurance$350--$350
Total Functional Expenses$63,531$2,213$0$65,744
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,314
Fundraising Direct Expenses$43,427
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dragathon$30,237$30,237$3,862$26,375
Other Fundraise$19,583$19,583$20,942$-1,359
Total Events$73,314$73,314$43,427$29,887
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization circulates a copy of the draft 990 for review, comment and approval to its government body prior to its filing.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oak Chan Elementary School Pto
EIN
68-0363720
Phone
6503914333
Address
101 PREWETT DR, FOLSOM, CA 95630

Signing Officer

Name
Jenny Tracey
Title
Treasurer
Phone
6503914333
Signed
2025-08-12

Organization Details

Principal Officer
Jenny Tracey
Formed
1996
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Hedrick Stodghill Llp
Address
5935 GRANITE LAKE DR 120, GRANITE BAY, CA 95746
Preparer
Aubrey Stodghill CPA Mbt
Phone
9169852975
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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/ExplanationTxt0THE ORGANIZATION CIRCULATES A COPY OF THE DRAFT 990 FOR REVIEW, COMMENT AND APPROVAL TO ITS GOVERNMENT BODY PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY TRACEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06503914333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CHAN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0680363720
ReturnHeader/Filer/PhoneNum06503914333
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEDRICK STODGHILL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05935 GRANITE LAKE DR 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANITE BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095746
ReturnHeader/PreparerPersonGrp/PhoneNum09169852975
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUBREY STODGHILL CPA MBT
ReturnHeader/ReturnTs02025-09-09T17:35:43-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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