Civic Intelligence

Oak Tree Community Association Inc

EIN 77-0281243 • 501(c)3 • Woody, CA

Profile

Promoting civic, moral, social philanthropic and education welfare of the community of woody, ca.

PO Box 158Woody, CA 93287

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

35th percentile

-5.7%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

-0.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Revenue Growth

36th percentile

-14%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$197,927

Down $2,419 (-1.2%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$197,927

Down $2,419 (-1.2%) from 2011

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$11,233

Down $4,035 (-26%) from 2011

Expenses

Down

$11,874

Down $3,870 (-25%) from 2011

Net Income

Down

-$641

Down $165 (-35%) from 2011

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2011: $200,346Liabilities 2011: $0Net Assets 2011: $200,3462011Assets 2013: $197,927Net Assets 2013: $197,9272013

Highlighted filing

2013

Assets$197,927
Liabilities-
Net Assets$197,927
Open 2013 Filing

Operations Trend

Revenue Growth36th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2011: $15,268Expenses 2011: $15,744Net Income 2011: -$4762011Revenue 2013: $11,233Expenses 2013: $11,874Net Income 2013: -$6412013

Highlighted filing

2013

Revenue$11,233
Expenses$11,874
Net Income-$641
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,927
Liabilities
-
Net assets
$197,927
Revenue
$11,233
Expenses
$11,874
Net income
-$641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.11$0.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.15$0.16$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 10, 2014
Return Version
2013v3.1
Gross Receipts
$24,905
Mission and Program Overview

Mission

Promoting civic, moral, social philanthropic and education welfare of the community of woody, ca.

Program Services

DescriptionGrantsExpenses
PROMOTING, ORGANIZING AND CONDUCTING CONTESTS, EXHIBITS AND PROGRAMS WHICH ARE OF INTEREST AND/OR BENEFIT THE COMMUNITY AND THE RESIDENTS.$8,161-
BUILT HALL / COMMUNITY ACTIVITIES--
MAINTENANCE OF COMMUNITY HALL--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria GrahamPresident-$0--
Jeannie RichardsonVice President-$0--
Sherri CulbertsonPresident & CEO-$0--
Carol BowmanBoard Director-$0--
Carol KimcheloePresident-$0--
Pam DaftBoard Director-$0--
Barbara ReeseBoard Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$20,702$20,702$11,784$8,918
Total Events$20,702$20,702$11,784$8,918
Filing and Contact Details

Filer

EIN
77-0281243
Phone
6615368982

Signing Officer

Name
Sherri Culbertson
Title
Sec/Treasurer
Signed
2014-07-10
Discuss with paid preparer
Yes

Preparer

Preparer
Richard L Halle
Phone
6618734900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $123”

Other Expenses.1012

“Insurance $2937”

Other Expenses.1

“Bank Fees $128”

Other Expenses.2

“Fees $25”

Other Assets.1004

“Miscellaneous - Beginning $191392 Miscellaneous - Ending $191392”

Raw XML Appendix183 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/PhoneNum06615368982
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 158
IRS990EZ/BooksInCareOfDetail/USAddress/City0Woody
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093287
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07176
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01420
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-641
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0198568
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0197927
IRS990EZ/FundraisingGrossIncomeAmt022723
IRS990EZ/GrossReceiptsAmt024905
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0198568
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0197927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0198568
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0197927
IRS990EZ/OccupancyRentUtltsAndMaintAmt08161
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gloria Graham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeannie Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sherri Culbertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carol Bowman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Carol Kimcheloe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Pam Daft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Barbara Reese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0191392
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0191392
IRS990EZ/OtherExpensesTotalAmt03213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING CIVIC, MORAL, SOCIAL PHILANTHROPIC AND EDUCATION WELFARE OF THE COMMUNITY OF WOODY, CA.
IRS990EZ/ProgramServiceRevenueAmt0762
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTING, ORGANIZING AND CONDUCTING CONTESTS, EXHIBITS AND PROGRAMS WHICH ARE OF INTEREST AND/OR BENEFIT THE COMMUNITY AND THE RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BUILT HALL / COMMUNITY ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MAINTENANCE OF COMMUNITY HALL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013672
IRS990EZ/SpecialEventsNetIncomeLossAmt09051
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011874
IRS990EZ/TotalProgramServiceExpensesAmt08161
IRS990EZ/TotalRevenueAmt011233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07196
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0132473
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt023485
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt024733
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt024663
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt026750
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt025646
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0125277
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027995
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026801
IRS990ScheduleA/Total509Grp/TotalAmt0132473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026801
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132473
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020702
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Reverse Drawing
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08918
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous - Beginning $191392 Miscellaneous - Ending $191392
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1004
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherri Culbertson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Oak Tree Community Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0770281243
ReturnHeader/Filer/PhoneNum06615368982
ReturnHeader/Filer/USAddress/AddressLine10PO Box 158
ReturnHeader/Filer/USAddress/City0Woody
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093287
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Halle Porter Newland & Rickett LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103040 19th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093301
ReturnHeader/PreparerPersonGrp/PhoneNum06618734900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard L Halle
ReturnHeader/ReturnTs02014-07-10T13:15:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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No mirrored PDF or thumbnail assets are attached yet.