Civic Intelligence

Oak Grove Education Partners

990EZ • Fiscal year 2021 • EIN 68-0461101

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 24, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

7th percentile

-112%

Higher net margin than 7% 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

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$258,644

Down $31,286 (-11%) from 2020

Net Assets

Down

$258,644

Down $31,286 (-11%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$28,048

Down $48,194 (-63%) from 2020

Expenses

Down

$59,334

Down $25,110 (-30%) from 2020

Net Income

Down

-$31,286

Down $23,084 (-281%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$258,644
Liabilities-
Net Assets$258,644
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$28,048
Expenses$59,334
Net Income-$31,286
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 24, 2021
Return Version
2020v4.0
Gross Receipts
$28,048
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.$57,148-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Summer KitchensTreasurerPT$0--
Charity SaneholtzCo-PresidentPT$0--
Rachael DemingSecretaryPT$0--
Julie RottmayerCo-PresidentPT$0--
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
2021-08-24
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 $2141”

Other Expenses.1

“School program expenses $54194”

Other Expenses.2

“Website/communication fees $1367”

Other Expenses.3

“Classroom supplies $1124”

Other Expenses.4

“Filing fees $45”

Other Expenses.5

“Bank service charges $13”

Raw XML Appendix149 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/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/BOYAmt0289930
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0258644
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023583
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31286
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0289930
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0258644
IRS990EZ/FundraisingGrossIncomeAmt04465
IRS990EZ/GrossReceiptsAmt028048
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289930
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0258644
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289930
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0258644
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Summer Kitchens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charity Saneholtz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachael Deming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Rottmayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058884
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/GrantsAndAllocationsAmt057148
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04465
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059334
IRS990EZ/TotalProgramServiceExpensesAmt057148
IRS990EZ/TotalRevenueAmt028048
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.ogep.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0201481
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0201481
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024742
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0201481
IRS990ScheduleA/TotalSupportAmt0201481
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School program expenses $54194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website/communication fees $1367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom supplies $1124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing fees $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank service charges $13
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Summer Kitchens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-24
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/ReturnTs02021-08-24T14:38:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Summer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kitchens
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
$258,644
Liabilities
-
Net assets
$258,644
Revenue
$28,048
Expenses
$59,334
Net income
-$31,286
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
2021Detailed filing. Detailed filing data is available for this year.$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