Civic Intelligence

Live Oak Home School Club

EIN 77-0213135 • 501(c)3 • Santa Cruz, CA

Profile

The live oak home and school club is dedicated to fostering a vibrant school community by organizing year-round events and fundraising for various needs identified by parents, the principal, and staff. As a non- profit organization, we strive to enhance the educationla experience by supporting effective communication between the school and all families and caregivers. Through our collective efforts, we aim to create a suportive and engaged enviroment where every student can thrive.

1916 Capitola RoadSanta Cruz, CA 95062

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

$65,664

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$65,664

No earlier filing loaded for comparison.

Revenue

$104,273

No earlier filing loaded for comparison.

Expenses

$70,098

No earlier filing loaded for comparison.

Net Income

$34,175

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2025: $65,664Net Assets 2025: $65,6642025

Highlighted filing

2025

Assets$65,664
Liabilities-
Net Assets$65,664

Operations Trend

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

$150K$100K$50K$0Revenue 2025: $104,273Expenses 2025: $70,098Net Income 2025: $34,1752025

Highlighted filing

2025

Revenue$104,273
Expenses$70,098
Net Income$34,175

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.04$0.70$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$104,273
Mission and Program Overview

Mission

The live oak home and school club is dedicated to fostering a vibrant school community by organizing year-round events and fundraising for various needs identified by parents, the principal, and staff. As a non- profit organization, we strive to enhance the educationla experience by supporting effective communication between the school and all families and caregivers. Through our collective efforts, we aim to create a suportive and engaged enviroment where every student can thrive.

Program Services

DescriptionGrantsExpenses
THE LIVE OAK HOME AND SCHOOL CLUB IS DEDICATED TO FOSTERING A VIBRANT SCHOOL COMMUNITY BY ORGANIZING YEAR-ROUND EVENTS AND FUNDRAISING FOR VARIOUS NEEDS IDENTIFIED BY PARENTS, THE PRINCIPAL, AND STAFF. AS A NON- PROFIT ORGANIZATION, WE STRIVE TO ENHANCE THE EDUCATIONLA EXPERIENCE BY SUPPORTING EFFECTIVE COMMUNICATION BETWEEN THE SCHOOL AND ALL FAMILIES AND CAREGIVERS. THROUGH OUR COLLECTIVE EFFORTS, WE AIM TO CREATE A SUPORTIVE AND ENGAGED ENVIROMENT WHERE EVERY STUDENT CAN THRIVE.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEANNE BUTKAPresidentPT$0--
SEBASTIAN LACEYTreasurerPT$0--
SERENA POTTERVice PresidePT$0--
LAURI PEREZVice PresidePT$0--
METTE GRIFFITHSecretaryPT$0--
GREG STEINPrincipal-$0--
BECKY ACOSTAParent Rep-$0--
MARY KATEParent Rep-$0--
KATIE AZEVEDOParent Reps-$0--
Filing and Contact Details

Filer

Filer Name
Live Oak Home School Club
EIN
77-0213135
Phone
8314356048
Address
1916 CAPITOLA ROAD, SANTA CRUZ, CA 95062

Signing Officer

Name
Sebastian Lacey
Title
Treasurer
Phone
8314356048
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lacey Tax and Accounting Services
Address
PO BOX 2213, SANTA CRUZ, CA 95063-2213
Preparer
Sebastian Lacey
Phone
8314356048
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses appreciation gifts 914 bank charges & fees 128 office supplies & software 556 taxes & licenses 26 teacher classroom supplies 3,405 food for hsc meetings 261 meals 400 science camp grants 3,414 child care 380 builiding improvements 3,138 total 12,622

Form 990-ez, Part I, Line 20

TIEING OUT BS 1,139

Form 990-ez, Part III

The live oak home and school club is dedicated to fostering a vibrant school community by organizing year-round events and fundraising for various needs identified by parents, the principal, and staff. As a non- profit organization, we strive to enhance the educationla experience by supporting effective communication between the school and all families and caregivers. Through our collective efforts, we aim to create a suportive and engaged enviroment where every student can thrive.

Form 990-ez, Part III, Line 28

The live oak home and school club is dedicated to fostering a vibrant school community by organizing year-round events and fundraising for various needs identified by parents, the principal, and staff. As a non- profit organization, we strive to enhance the educationla experience by supporting effective communication between the school and all families and caregivers. Through our collective efforts, we aim to create a suportive and engaged enviroment where every student can thrive.

Raw XML Appendix140 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/PersonNm0SEBASTIAN LACEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08314356048
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01525 HARPER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0104131
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt057476
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030350
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065664
IRS990EZ/GrossReceiptsAmt0104273
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0142
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030350
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030350
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/PersonNm0LEANNE BUTKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEBASTIAN LACEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SERENA POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURI PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4METTE GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BECKY ACOSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY KATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATIE AZEVEDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARENT REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARENT REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARENT REPS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01139
IRS990EZ/OtherExpensesTotalAmt012622
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE LIVE OAK HOME AND SCHOOL CLUB IS DEDICATED TO FOSTERING A VIBRANT SCHOOL COMMUNITY BY ORGANIZING YEAR-ROUND EVENTS AND FUNDRAISING FOR VARIOUS NEEDS IDENTIFIED BY PARENTS, THE PRINCIPAL, AND STAFF. AS A NON- PROFIT ORGANIZATION, WE STRIVE TO ENHANCE THE EDUCATIONLA EXPERIENCE BY SUPPORTING EFFECTIVE COMMUNICATION BETWEEN THE SCHOOL AND ALL FAMILIES AND CAREGIVERS. THROUGH OUR COLLECTIVE EFFORTS, WE AIM TO CREATE A SUPORTIVE AND ENGAGED ENVIROMENT WHERE EVERY STUDENT CAN THRIVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE LIVE OAK HOME AND SCHOOL CLUB IS DEDICATED TO FOSTERING A VIBRANT SCHOOL COMMUNITY BY ORGANIZING YEAR-ROUND EVENTS AND FUNDRAISING FOR VARIOUS NEEDS IDENTIFIED BY PARENTS, THE PRINCIPAL, AND STAFF. AS A NON- PROFIT ORGANIZATION, WE STRIVE TO ENHANCE THE EDUCATIONLA EXPERIENCE BY SUPPORTING EFFECTIVE COMMUNICATION BETWEEN THE SCHOOL AND ALL FAMILIES AND CAREGIVERS. THROUGH OUR COLLECTIVE EFFORTS, WE AIM TO CREATE A SUPORTIVE AND ENGAGED ENVIROMENT WHERE EVERY STUDENT CAN THRIVE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070098
IRS990EZ/TotalRevenueAmt0104273
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0104131
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0142
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0104131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104131
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0104131
IRS990ScheduleA/TotalSupportAmt0104131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES APPRECIATION GIFTS 914 BANK CHARGES & FEES 128 OFFICE SUPPLIES & SOFTWARE 556 TAXES & LICENSES 26 TEACHER CLASSROOM SUPPLIES 3,405 FOOD FOR HSC MEETINGS 261 MEALS 400 SCIENCE CAMP GRANTS 3,414 CHILD CARE 380 BUILIDING IMPROVEMENTS 3,138 TOTAL 12,622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIEING OUT BS 1,139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LIVE OAK HOME AND SCHOOL CLUB IS DEDICATED TO FOSTERING A VIBRANT SCHOOL COMMUNITY BY ORGANIZING YEAR-ROUND EVENTS AND FUNDRAISING FOR VARIOUS NEEDS IDENTIFIED BY PARENTS, THE PRINCIPAL, AND STAFF. AS A NON- PROFIT ORGANIZATION, WE STRIVE TO ENHANCE THE EDUCATIONLA EXPERIENCE BY SUPPORTING EFFECTIVE COMMUNICATION BETWEEN THE SCHOOL AND ALL FAMILIES AND CAREGIVERS. THROUGH OUR COLLECTIVE EFFORTS, WE AIM TO CREATE A SUPORTIVE AND ENGAGED ENVIROMENT WHERE EVERY STUDENT CAN THRIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE LIVE OAK HOME AND SCHOOL CLUB IS DEDICATED TO FOSTERING A VIBRANT SCHOOL COMMUNITY BY ORGANIZING YEAR-ROUND EVENTS AND FUNDRAISING FOR VARIOUS NEEDS IDENTIFIED BY PARENTS, THE PRINCIPAL, AND STAFF. AS A NON- PROFIT ORGANIZATION, WE STRIVE TO ENHANCE THE EDUCATIONLA EXPERIENCE BY SUPPORTING EFFECTIVE COMMUNICATION BETWEEN THE SCHOOL AND ALL FAMILIES AND CAREGIVERS. THROUGH OUR COLLECTIVE EFFORTS, WE AIM TO CREATE A SUPORTIVE AND ENGAGED ENVIROMENT WHERE EVERY STUDENT CAN THRIVE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEBASTIAN LACEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08314356048
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE OAK HOME SCHOOL CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0770213135
ReturnHeader/Filer/PhoneNum08314356048
ReturnHeader/Filer/USAddress/AddressLine1Txt01916 CAPITOLA ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861940345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LACEY TAX AND ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950632213
ReturnHeader/PreparerPersonGrp/PhoneNum08314356048
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEBASTIAN LACEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T21:59:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.