Civic Intelligence

Oak Chan Elementary Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 68-0363720

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 06, 2021

Organization ProfileN/A
101 Prewett DriveFolsom, CA 95630

(916) 985-2975

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

59th percentile

16%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$53,217

Down $24,501 (-32%) from 2019

Net Assets

$53,217

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Up

$11,128

Up $2,883 (+35%) from 2019

Expenses

Down

$4,141

Down $3,366 (-45%) from 2019

Net Income

Up

$6,987

Up $6,249 (+847%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2021

Assets$53,217
Liabilities$0
Net Assets$53,217
Open 2021 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$11,128
Expenses$4,141
Net Income$6,987
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 6, 2021
Return Version
2020v4.1
Gross Receipts
$31,655
Mission and Program Overview

Mission

Elementary school parent/teacher association - community service

Elementary school pta - community service

Program Services

DescriptionGrantsExpenses
PROMOTED TEACHER/PARENT INTERACTION TO IMPROVE CHILD EDUCATION$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISHA KAMPSENPresident-$0--
ALETHA BOWMANTreasurer-$0--
MELISSA LARSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Support$31,655$31,655$20,527$11,128
Total Events$31,655$31,655$20,527$11,128
Filing and Contact Details

Filer

Filer Name
Oak Chan Elementary School Pto
EIN
68-0363720
Phone
9169852975
Address
101 PREWETT DRIVE, FOLSOM, CA 95630

Signing Officer

Name
Aletha Bowman
Title
Treasurer
Phone
9169852975
Signed
2021-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Hedrick Stodghill Llp
Address
5935 GRANITE LAKE DRIVE 120, GRANITE BAY, CA 95746
Preparer
Aubrey E Stodghill CPA Mbt
Phone
9169852975
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: misc operating. Amount: 228. Description: hospitality. Amount: 232. Description: insurance. Amount: 350. Description: classroom enrichment. Amount: 2991. Total to form 990-ez, line 16: 3801.”

Raw XML Appendix136 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALETHA BOWMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08052844082
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 PREWETT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046230
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053217
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06987
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0340
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046230
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053217
IRS990EZ/FundraisingGrossIncomeAmt031655
IRS990EZ/GrossReceiptsAmt031655
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046230
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053217
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046230
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053217
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELISHA KAMPSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALETHA BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03801
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PTA - COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTED TEACHER/PARENT INTERACTION TO IMPROVE CHILD EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020527
IRS990EZ/SpecialEventsNetIncomeLossAmt011128
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04141
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011128
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020527
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL SUPPORT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031655
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISC OPERATING. AMOUNT: 228. DESCRIPTION: HOSPITALITY. AMOUNT: 232. DESCRIPTION: INSURANCE. AMOUNT: 350. DESCRIPTION: CLASSROOM ENRICHMENT. AMOUNT: 2991. TOTAL TO FORM 990-EZ, LINE 16: 3801.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALETHA BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09169852975
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CHAN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0680363720
ReturnHeader/Filer/PhoneNum09169852975
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 PREWETT DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452525015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEDRICK STODGHILL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05935 GRANITE LAKE DRIVE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANITE BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095746
ReturnHeader/PreparerPersonGrp/PhoneNum09169852975
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUBREY E STODGHILL CPA MBT
ReturnHeader/ReturnTs02021-12-06T16:25:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALETHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,217
Liabilities
$0
Net assets
$53,217
Revenue
$11,128
Expenses
$4,141
Net income
$6,987
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