Civic Intelligence

Oak Grove Education Partners

990EZ • Fiscal year 2017 • EIN 68-0461101

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization Profilewww.ogep.org
5299 Hall RoadSanta Rosa, CA 95401

(707) 823-5225

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$84,505

Up $6,688 (+8.6%) from 2016

Net Assets

Up

$84,505

Up $6,688 (+8.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$89,865

Up $89 (+0.1%) from 2016

Expenses

Up

$83,177

Up $5,080 (+6.5%) from 2016

Net Income

Down

$6,688

Down $4,991 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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

2017

Assets$84,505
Liabilities-
Net Assets$84,505
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

2017

Revenue$89,865
Expenses$83,177
Net Income$6,688
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$120,909
Mission and Program Overview

Mission

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.$82,492-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen ArkushTreasurerPT$0--
Jim WaliszewskiSecretaryPT$0--
Wendy CerveraTrustee-$0--
Jessica PadronTrustee-$0--
Amy BallTrustee-$0--
Debbie LorenzanaTrustee-$0--
Renee FranceschiVice PresidentPT$0--
Rebecca ArvoldPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala/Auction$54,296$54,296$12,179$42,117
See's Candy Sales$25,758$25,758$17,678$8,080
Total Events$96,167$96,167$31,044$65,123
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
Kristen Arkush
Title
Treasurer
Signed
2017-11-13
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.1

“School program expenses $80633”

Other Expenses.2

“Merchant fees $869”

Other Expenses.3

“Supplies $798”

Other Expenses.4

“Bank service charges $145”

Other Expenses.6

“Filing fees $35”

Raw XML Appendix175 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/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077817
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristen Arkush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Waliszewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Wendy Cervera
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Ball
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debbie Lorenzana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Renee Franceschi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rebecca Arvold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082480
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/PrintingPublicationsPostageAmt047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial support for the fine arts, music and foreign language programs at Oak Grove Elementary and Willowside Middle School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031044
IRS990EZ/SpecialEventsNetIncomeLossAmt065123
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083177
IRS990EZ/TotalProgramServiceExpensesAmt082492
IRS990EZ/TotalRevenueAmt089865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.ogep.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0261538
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049673
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0261538
IRS990ScheduleA/TotalSupportAmt0261538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031044
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala/Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0See's Candy Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016113
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016113
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01187
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012179
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017678
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School program expenses $80633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Merchant fees $869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank service charges $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing fees $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Arkush
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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/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/ReturnTs02017-11-13T14:20:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,505
Liabilities
-
Net assets
$84,505
Revenue
$89,865
Expenses
$83,177
Net income
$6,688
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
2017Detailed filing. Detailed filing data is available for this year.$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