Civic Intelligence

Oak Grove Education Partners

EIN 68-0461101 • 501(c)3 • Santa Rosa, CA

Profile

To realize the vision of our community by financially supporting fine arts, music and foreign language programs for the students of Oak Grove Elementary and Willowside Middle School.

5299 Hall RoadSanta Rosa, CA 95401

www.ogep.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

4.8%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

171%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$246,108

Up $11,332 (+4.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$246,108

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$67,929

Up $42,845 (+171%) from 2023

Expenses

Up

$56,597

Up $16,088 (+40%) from 2023

Net Income

Up

$11,332

Up $26,757 (+173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2012: $65,741Liabilities 2012: $02012Assets 2013: $40,678Liabilities 2013: $02013Assets 2014: $1,658Liabilities 2014: $02014Assets 2015: $66,138Liabilities 2015: $02015Assets 2016: $77,817Net Assets 2016: $77,8172016Assets 2017: $84,505Net Assets 2017: $84,5052017Assets 2018: $189,439Net Assets 2018: $189,4392018Assets 2019: $298,132Net Assets 2019: $298,1322019Assets 2020: $289,930Net Assets 2020: $289,9302020Assets 2021: $258,644Net Assets 2021: $258,6442021Assets 2022: $250,201Net Assets 2022: $250,2012022Assets 2023: $234,776Liabilities 2023: $02023Assets 2024: $246,108Net Assets 2024: $246,1082024

Highlighted filing

2024

Assets$246,108
Liabilities-
Net Assets$246,108
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $55,412Expenses 2012: $63,252Net Income 2012: -$7,8402012Revenue 2013: $54,297Expenses 2013: $79,360Net Income 2013: -$25,0632013Revenue 2014: $35,562Expenses 2014: $74,582Net Income 2014: -$39,0202014Revenue 2015: $136,161Expenses 2015: $71,681Net Income 2015: $64,4802015Revenue 2016: $89,776Expenses 2016: $78,097Net Income 2016: $11,6792016Revenue 2017: $89,865Expenses 2017: $83,177Net Income 2017: $6,6882017Revenue 2018: $138,839Expenses 2018: $33,905Net Income 2018: $104,9342018Revenue 2019: $155,785Expenses 2019: $47,092Net Income 2019: $108,6932019Revenue 2020: $76,242Expenses 2020: $84,444Net Income 2020: -$8,2022020Revenue 2021: $28,048Expenses 2021: $59,334Net Income 2021: -$31,2862021Revenue 2022: $34,678Expenses 2022: $43,121Net Income 2022: -$8,4432022Revenue 2023: $25,084Expenses 2023: $40,509Net Income 2023: -$15,4252023Revenue 2024: $67,929Expenses 2024: $56,597Net Income 2024: $11,3322024

Highlighted filing

2024

Revenue$67,929
Expenses$56,597
Net Income$11,332
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,108
Liabilities
-
Net assets
$246,108
Revenue
$67,929
Expenses
$56,597
Net income
$11,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$2.46$0.68$0.57$0.11
2023Summary only. Only limited summary data is available for this year.$2.35$0.00$0.25$0.41$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.35$0.43$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.59$0.28$0.59$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$2.90$0.76$0.84$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.98$2.98$1.56$0.47$1.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$1.89$1.39$0.34$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.90$0.83$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.90$0.78$0.12
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$1.36$0.72$0.64
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.36$0.75$0.39
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$0.54$0.79$0.25
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.55$0.63$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$77,360
Mission and Program Overview

Mission

The mission of this corporation shall be to provide additional educational and recreational opportunities to the students of the Oak Grove Union School District in accordance with the districts commitment to academic excellence, engagement with the arts, development of life skills, celebration of diversity and stewardship of the environment.

To realize the vision of our community by financially supporting fine arts, music and foreign language programs for the students of Oak Grove Elementary and Willowside Middle School.

Program Services

DescriptionGrantsExpenses
Financial support for the fine arts, music and foreign language programs at Oak Grove Elementary and Willowside Middle School.-$54,378
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lily RegoTreasurerPT$0--
Johnathon MuchowTrustee-$0--
Julie RottmayerTrustee-$0--
Shifra HansenTrustee-$0--
Felecia PedersonTrustee-$0--
Heather AielloSecretaryPT$0--
Eileen BarrowPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Country Weekend$47,079$36,463$1,951$34,512
Escrip/Moveathon/Skate Night$13,015$13,015-$13,015
Total Events$60,094$49,478$9,431$40,047
Filing and Contact Details

Filer

Filer Name
Oak Grove Education Partners
EIN
68-0461101
Phone
7078235225
Address
5299 Hall Road, Santa Rosa, CA 95401

Signing Officer

Name
Lily Rego
Title
Treasurer
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Karen Amoruso CPA
Address
PO Box 1043, Forestville, CA 95436
Preparer
Karen Amoruso
Phone
7075919450
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2218”

Other Expenses.1

“School program expenses $51373”

Other Expenses.2

“Supplies $2252”

Other Expenses.3

“Communications $754”

Raw XML Appendix173 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Lily Rego
IRS990EZ/BooksInCareOfDetail/PhoneNum07078235225
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05299 Hall Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0234776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0246108
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022806
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011332
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0234776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0246108
IRS990EZ/FundraisingGrossIncomeAmt049478
IRS990EZ/GrossReceiptsAmt077360
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05076
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0234776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0246108
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0234776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0246108
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lily Rego
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Johnathon Muchow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Rottmayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shifra Hansen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Felecia Pederson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heather Aiello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Eileen Barrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To realize the vision of our community by financially supporting fine arts, music and foreign language programs for the students of Oak Grove Elementary and Willowside Middle School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial support for the fine arts, music and foreign language programs at Oak Grove Elementary and Willowside Middle School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054378
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09431
IRS990EZ/SpecialEventsNetIncomeLossAmt040047
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056597
IRS990EZ/TotalProgramServiceExpensesAmt054378
IRS990EZ/TotalRevenueAmt067929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.ogep.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0157839
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0231
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05311
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96740
IRS990ScheduleA/PublicSupportPY170Pct00.99880
IRS990ScheduleA/PublicSupportTotal170Amt0157839
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060945
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0157839
IRS990ScheduleA/TotalSupportAmt0163150
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010616
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010616
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09431
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wine Country Weekend
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Escrip/Moveathon/Skate Night
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04715
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049478
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040047
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01951
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02765
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School program expenses $51373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $2252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Communications $754
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lily Rego
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Grove Education Partners
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0680461101
ReturnHeader/Filer/PhoneNum07078235225
ReturnHeader/Filer/USAddress/AddressLine1Txt05299 Hall Road
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680371921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen Amoruso CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1043
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Forestville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095436
ReturnHeader/PreparerPersonGrp/PhoneNum07075919450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen Amoruso
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-05T09:41:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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