Civic Intelligence

Oak Grove Education Partners

990EZ • Fiscal year 2020 • EIN 68-0461101

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

28th percentile

-11%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.8%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-51%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$289,930

Down $8,202 (-2.8%) from 2019

Net Assets

Down

$289,930

Down $8,202 (-2.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$76,242

Down $79,543 (-51%) from 2019

Expenses

Up

$84,444

Up $37,352 (+79%) from 2019

Net Income

Down

-$8,202

Down $116,895 (-108%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$289,930
Liabilities-
Net Assets$289,930

Operations Trend

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

2020

Revenue$76,242
Expenses$84,444
Net Income-$8,202
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$100,359
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.$82,724-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Summer KitchensTreasurerPT$0--
Leeanne PeloguinTrustee-$0--
Jessica PadronPresidentPT$0--
Amy BallSecretaryPT$0--
Charity SaneholtzGiving Camp CHAPT$0--
Rachael DemingTrustee-$0--
Julie RottmayerCommun OfficerPT$0--
Melanie CurranSocial MediaPT$0--
Tracie HollandTrustee-$0--
Jody LambTrustee-$0--
Lindsay MaddoxTrustee-$0--
Felicia PedersonTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Escrip$21,762$21,762$20,251$1,511
Gala/Auction$17,850$2,250$2,836$-586
Total Events$55,014$39,414$24,117$15,297
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
Summer Kitchens
Title
Treasurer
Signed
2020-11-05
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 $1303

Other Expenses.1

School program expenses $79766

Other Expenses.2

Supplies $2201

Other Expenses.3

Website fees $406

Other Expenses.4

Classroom supplies $250

Other Expenses.5

Filing fees $60

Other Expenses.6

Bank service charges $8

Raw XML Appendix196 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Summer Kitchens
IRS990EZ/BooksInCareOfDetail/PhoneNum07078235225
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05299 Hall Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0298132
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0289930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060945
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8202
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0298132
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0289930
IRS990EZ/FundraisingGrossIncomeAmt039414
IRS990EZ/GrossReceiptsAmt0100359
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0298132
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0298132
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289930
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Summer Kitchens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leeanne Peloguin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessica Padron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Ball
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Charity Saneholtz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rachael Deming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Julie Rottmayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Melanie Curran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tracie Holland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jody Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Lindsay Maddox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Felicia Pederson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Giving Camp Cha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Commun Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Social Media
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083994
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/GrantsAndAllocationsAmt082724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024117
IRS990EZ/SpecialEventsNetIncomeLossAmt015297
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt084444
IRS990EZ/TotalProgramServiceExpensesAmt082724
IRS990EZ/TotalRevenueAmt076242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.ogep.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0221073
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0221073
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0221073
IRS990ScheduleA/TotalSupportAmt0221073
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt015600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024117
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Escrip
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gala/Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039414
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015297
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01030
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02836
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School program expenses $79766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $2201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website fees $406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom supplies $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing fees $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank service charges $8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Summer Kitchens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
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/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/ReturnTs02020-11-05T11:13:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings