Civic Intelligence

Oak Tree Community Association Inc.

990EZ • Fiscal year 2013 • EIN 77-0281243

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 10, 2014

Organization ProfileN/A
PO Box 158Woody, CA 93287

(661) 536-8982

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

27th percentile

-14%

Faster revenue growth than 27% of similar nonprofits.

2013 filings • 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

Net Assets

Down

$197,927

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th 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

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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 Growth27th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay73rd percentile

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/City0Woody
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093287
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07176
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024905
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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