Civic Intelligence

Oak Ridge High School Community Foundation

990EZ • Fiscal year 2023 • EIN 68-0442001

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 27, 2023

1120 Harvard WayEl Dorado Hills, CA 95762

(916) 933-6980

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$161,818

Flat from 2023

Net Assets

$161,818

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$113,524

Flat from 2023

Expenses

Flat

$142,446

Flat from 2023

Net Income

Flat

-$28,922

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $30,804Liabilities 2011: $0Net Assets 2011: $30,8042011Assets 2012: $51,500Liabilities 2012: $0Net Assets 2012: $51,5002012Assets 2013: $166,222Liabilities 2013: $0Net Assets 2013: $166,2222013Assets 2014: $62,919Liabilities 2014: $0Net Assets 2014: $62,9192014Assets 2015: $87,402Liabilities 2015: $0Net Assets 2015: $87,4022015Assets 2016: $112,711Liabilities 2016: $0Net Assets 2016: $112,7112016Assets 2017: $102,958Net Assets 2017: $102,9582017Assets 2018: $160,180Net Assets 2018: $160,1802018Assets 2019: $189,296Net Assets 2019: $189,2962019Assets 2021: $186,498Net Assets 2021: $186,4982021Assets 2022: $191,151Net Assets 2022: $191,1512022Assets 2023: $161,818Net Assets 2023: $161,8182023Assets 2023: $161,818Liabilities 2023: $02023Assets 2024: $111,675Net Assets 2024: $111,6752024

Highlighted filing

2023

Assets$161,818
Liabilities-
Net Assets$161,818

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $86,710Expenses 2011: $77,774Net Income 2011: $8,9362011Revenue 2012: $79,279Expenses 2012: $58,583Net Income 2012: $20,6962012Expenses 2013: $157,0042013Revenue 2014: $272,747Expenses 2014: $376,050Net Income 2014: -$103,3032014Revenue 2015: $186,747Expenses 2015: $162,238Net Income 2015: $24,5092015Revenue 2016: $209,018Expenses 2016: $182,275Net Income 2016: $26,7432016Revenue 2017: $154,208Expenses 2017: $168,961Net Income 2017: -$14,7532017Revenue 2018: $92,474Expenses 2018: $34,263Net Income 2018: $58,2112018Revenue 2019: $89,029Expenses 2019: $59,913Net Income 2019: $29,1162019Revenue 2021: $40,730Expenses 2021: $44,665Net Income 2021: -$3,9352021Revenue 2022: $91,536Expenses 2022: $87,710Net Income 2022: $3,8262022Revenue 2023: $113,524Expenses 2023: $142,446Net Income 2023: -$28,9222023Revenue 2023: $113,524Expenses 2023: $142,446Net Income 2023: -$28,9222023Revenue 2024: $89,698Expenses 2024: $141,292Net Income 2024: -$51,5942024

Highlighted filing

2023

Revenue$113,524
Expenses$142,446
Net Income-$28,922
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 27, 2023
Return Version
2022v5.0
Gross Receipts
$142,449
Mission and Program Overview

Mission

To support and enhance oak ridge high school and the el dorado hills community by promoting interscholastic, academic, and cultural programs as well as capital improvements that promote continual learning. Our efforts include: -supporting classromm excellence by funding targeted technology and science classroom needs -managing capital improvement projects that address key infrastructure needs -acting as a liaison between orhs and the community

Program Services

DescriptionGrantsExpenses
SINCE 1999, THE OAK RIDGE HIGH SCHOOL FONDATION HAS WORKED WITHT HE DISTRICT AND SCHOOL STAFF TO IMPROVE THE EXPERIENCE OF STUDENTS AND TEACHERS AT OAK RIDGE. THE FOUNDATION HAS RAISED AND SPENT OVER 2 MILLION ON PROJECTS AND PROGRAMS AT THE HIGH SCHOOL. THE FOUNDATION HAS HELPED UPGRADE AND ADD CLASSROOM TECHNOLOGY, MUSIC AND PERFORMING ARTS PROGRAMS, SCIENCE EQUIPMENT, GYMNASIUM RECONSTRUCTION, BASEBALL AND SOFTBALL FIELD RENOVATION, NETBOOKS, SOFTWARE AND SCHOLARSHIPS TO COLLEGE-BOUND STUDENTS.$128,040$138,527
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROOKE VAN KOMENPresident-$0--
EILEEN SAN FELICESecretary-$0--
BILLIE WESTDirector-$0--
ANN ROOTDirector-$0--
CATHERINE BROOMANDDirector-$0--
LORI SPRENGERDirector-$0--
HEATHER CLANTONDirector-$0--
BRYAN BARTHELDirector-$0--
BRAD NICHOLDirector-$0--
STACIE THUMDirector-$0--
LAURA GRATTDirector-$0--
BOBBIE CHALMERDirector-$0--
CANDACE ANDUJARDirector-$0--
CATHY PORTERDirector-$0--
CHRIS KLYSETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$62,811$62,811$28,007$34,804
Total Events$62,811$62,811$28,007$34,804
Filing and Contact Details

Filer

Filer Name
Oak Ridge High School Community
EIN
68-0442001
Phone
9169336980
Address
1120 HARVARD WAY, EL DORADO HILLS, CA 95762

Signing Officer

Name
Catherine Broomand
Title
Director
Phone
9169336980
Signed
2023-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Horn Fulton Inc
Address
2600 E BIDWELL ST STE 190, FOLSOM, CA 95630
Preparer
Erin P Fulton CPA
Phone
9169847745
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: oak ridge high school address: 1120 harvard way el dorado hills, ca 95762 cash contribution: 126,040

Form 990-ez, Part I, Line 16

Expenses marketing 2,614 insurance 1,192 lockers 1,464 license & fees 143 bricks 353 endowment expense 411 facilities & scoreboard 903 membership dues 300 supplies 5,153 total 12,533

Form 990-ez, Part I, Line 20

Endowment funds unrealized loss -416

Form 990-ez, Part II, Line 24

Endowment funds 16,925 15,716 total 16,925 15,716

Form 990-ez, Part III

To support and enhance oak ridge high school and the el dorado hills community by promoting interscholastic, academic, and cultural programs as well as capital improvements that promote continual learning. Our efforts include: -supporting classromm excellence by funding targeted technology and science classroom needs -managing capital improvement projects that address key infrastructure needs -acting as a liaison between orhs and the community

Form 990-ez, Part III, Line 28

Since 1999, the oak ridge high school fondation has worked witht he district and school staff to improve the experience of students and teachers at oak ridge. The foundation has raised and spent over 2 million on projects and programs at the high school. The foundation has helped upgrade and add classroom technology, music and performing arts programs, science equipment, gymnasium reconstruction, baseball and softball field renovation, netbooks, software and scholarships to college-bound students.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: OAK RIDGE HIGH SCHOOL ADDRESS: 1120 HARVARD WAY EL DORADO HILLS, CA 95762 CASH CONTRIBUTION: 126,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 2,614 INSURANCE 1,192 LOCKERS 1,464 LICENSE & FEES 143 BRICKS 353 ENDOWMENT EXPENSE 411 FACILITIES & SCOREBOARD 903 MEMBERSHIP DUES 300 SUPPLIES 5,153 TOTAL 12,533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENDOWMENT FUNDS UNREALIZED LOSS -416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENDOWMENT FUNDS 16,925 15,716 TOTAL 16,925 15,716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO SUPPORT AND ENHANCE OAK RIDGE HIGH SCHOOL AND THE EL DORADO HILLS COMMUNITY BY PROMOTING INTERSCHOLASTIC, ACADEMIC, AND CULTURAL PROGRAMS AS WELL AS CAPITAL IMPROVEMENTS THAT PROMOTE CONTINUAL LEARNING. OUR EFFORTS INCLUDE: -SUPPORTING CLASSROMM EXCELLENCE BY FUNDING TARGETED TECHNOLOGY AND SCIENCE CLASSROOM NEEDS -MANAGING CAPITAL IMPROVEMENT PROJECTS THAT ADDRESS KEY INFRASTRUCTURE NEEDS -ACTING AS A LIAISON BETWEEN ORHS AND THE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SINCE 1999, THE OAK RIDGE HIGH SCHOOL FONDATION HAS WORKED WITHT HE DISTRICT AND SCHOOL STAFF TO IMPROVE THE EXPERIENCE OF STUDENTS AND TEACHERS AT OAK RIDGE. THE FOUNDATION HAS RAISED AND SPENT OVER 2 MILLION ON PROJECTS AND PROGRAMS AT THE HIGH SCHOOL. THE FOUNDATION HAS HELPED UPGRADE AND ADD CLASSROOM TECHNOLOGY, MUSIC AND PERFORMING ARTS PROGRAMS, SCIENCE EQUIPMENT, GYMNASIUM RECONSTRUCTION, BASEBALL AND SOFTBALL FIELD RENOVATION, NETBOOKS, SOFTWARE AND SCHOLARSHIPS TO COLLEGE-BOUND STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN P FULTON CPA
ReturnHeader/ReturnTs02023-11-27T17:54:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOMAND
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.90$1.41$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.62$1.62$1.14$1.42$0.29
2023Summary only. Only limited summary data is available for this year.$1.62$0.00$1.14$1.42$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$1.91$0.92$0.88$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$1.86$0.41$0.45$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$1.89$0.89$0.60$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.92$0.34$0.58
2017Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.54$1.69$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$2.09$1.82$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.87$1.62$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$2.73$3.76$1.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$1.57
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.79$0.59$0.21
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$0.87$0.78$0.09