Civic Intelligence

Oak Park Teachers Association

990EZ • Fiscal year 2018 • EIN 77-0469986

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 18, 2018

Organization ProfileN/A
899 N Kanan RoadOak Park, CA 91377

(818) 735-3300

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

65th percentile

9.4%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

64th percentile

$4,466

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

5.1%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-1.9%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$78,822

Up $3,855 (+5.1%) from 2017

Net Assets

Up

$78,822

Up $3,855 (+5.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$41,170

Down $814 (-1.9%) from 2017

Expenses

Down

$37,315

Down $5,040 (-12%) from 2017

Net Income

Up

$3,855

Up $4,226 (+1139%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$100K$50K$0Assets 2011: $38,703Liabilities 2011: $02011Assets 2012: $42,625Liabilities 2012: $02012Assets 2013: $54,323Liabilities 2013: $02013Assets 2014: $55,204Liabilities 2014: $02014Assets 2015: $66,764Liabilities 2015: $02015Assets 2016: $75,338Liabilities 2016: $02016Assets 2017: $74,967Net Assets 2017: $74,9672017Assets 2018: $78,822Net Assets 2018: $78,8222018Assets 2019: $73,672Net Assets 2019: $73,6722019Assets 2020: $69,151Net Assets 2020: $69,1512020Assets 2021: $59,692Net Assets 2021: $59,6922021Assets 2022: $64,216Net Assets 2022: $64,2162022Assets 2023: $65,240Net Assets 2023: $65,2402023Assets 2024: $74,208Liabilities 2024: $02024Assets 2025: $81,676Net Assets 2025: $81,6762025

Highlighted filing

2018

Assets$78,822
Liabilities-
Net Assets$78,822
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $36,856Expenses 2011: $40,876Net Income 2011: -$4,0202011Revenue 2012: $37,884Expenses 2012: $33,962Net Income 2012: $3,9222012Revenue 2013: $38,746Expenses 2013: $27,048Net Income 2013: $11,6982013Revenue 2014: $38,942Expenses 2014: $38,061Net Income 2014: $8812014Revenue 2015: $41,434Expenses 2015: $29,874Net Income 2015: $11,5602015Revenue 2016: $42,488Expenses 2016: $33,914Net Income 2016: $8,5742016Revenue 2017: $41,984Expenses 2017: $42,355Net Income 2017: -$3712017Revenue 2018: $41,170Expenses 2018: $37,315Net Income 2018: $3,8552018Revenue 2019: $40,614Expenses 2019: $45,764Net Income 2019: -$5,1502019Revenue 2020: $41,330Expenses 2020: $45,850Net Income 2020: -$4,5202020Revenue 2021: $41,138Expenses 2021: $50,597Net Income 2021: -$9,4592021Revenue 2022: $49,900Expenses 2022: $45,376Net Income 2022: $4,5242022Revenue 2023: $51,137Expenses 2023: $50,113Net Income 2023: $1,0242023Revenue 2024: $53,515Expenses 2024: $44,547Net Income 2024: $8,9682024Revenue 2025: $51,635Expenses 2025: $44,167Net Income 2025: $7,4682025

Highlighted filing

2018

Revenue$41,170
Expenses$37,315
Net Income$3,855
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 18, 2018
Return Version
2017v2.3
Gross Receipts
$41,170
Mission and Program Overview

Mission

SeeScheduleO

To represent its members in employer relations in all matters relating to employment conditions, including wages, hours and other terms and conditions of employment.

Program Services

DescriptionGrantsExpenses
MEMBERS WERE REPRESENTED IN EMPLOYER RELATIONS IN ALL MATTERS RELATING TO EMPLOYMENT CONDITIONS, INCLUDING WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT.--
SCHOLARSHIPS ARE PROVIDED TO STUDENTS AT OAK PARK HIGH SCHOOL.--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSS PETERSPresident-$4,466-$4,466
SUSAN ALLENSecretary-$2,986-$2,986
CATHY LORYVice Preside-$2,266-$2,266
KATHIE ROHLFS-LEGGETTTreasurer-$2,266-$2,266
Filing and Contact Details

Filer

Filer Name
Oak Park Teachers Association
EIN
77-0469986
Phone
8187353300
Address
899 N KANAN ROAD, OAK PARK, CA 91377

Signing Officer

Name
Kathie Rohlfs-leggett
Title
Treasurer
Phone
8187353300
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Roschke & Wall Business Adv and Cpas Inc
Address
30300 AGOURA RD 250, AGOURA HILLS, CA 91301-5417
Preparer
Andrea L Roschke
Phone
8189911099
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 247 meeting expenses 1,905 scholarships 4,000 total 6,152”

Form 990-ez, Part III

“To represent its members in employer relations in all matters relating to employment conditions, including wages, hours and other terms and conditions of employment.”

Form 990-ez, Part III, Line 31

“Scholarships are provided to students at oak park high school.”

Raw XML Appendix108 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/PersonNm0KATHIE ROHLFS-LEGGETT
IRS990EZ/BooksInCareOfDetail/PhoneNum08187353300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026935 DEERWEED TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CALABASAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074967
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078822
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03855
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0665
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074967
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078822
IRS990EZ/GrossReceiptsAmt041170
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041170
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074967
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078822
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074967
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078822
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04466
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSS PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY LORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHIE ROHLFS-LEGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06152
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REPRESENT ITS MEMBERS IN EMPLOYER RELATIONS IN ALL MATTERS RELATING TO EMPLOYMENT CONDITIONS, INCLUDING WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT.
IRS990EZ/PrintingPublicationsPostageAmt0226
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS WERE REPRESENTED IN EMPLOYER RELATIONS IN ALL MATTERS RELATING TO EMPLOYMENT CONDITIONS, INCLUDING WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS ARE PROVIDED TO STUDENTS AT OAK PARK HIGH SCHOOL.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030272
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037315
IRS990EZ/TotalRevenueAmt041170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 247 MEETING EXPENSES 1,905 SCHOLARSHIPS 4,000 TOTAL 6,152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO REPRESENT ITS MEMBERS IN EMPLOYER RELATIONS IN ALL MATTERS RELATING TO EMPLOYMENT CONDITIONS, INCLUDING WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS ARE PROVIDED TO STUDENTS AT OAK PARK HIGH SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHIE ROHLFS-LEGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08187353300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK PARK TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKP
ReturnHeader/Filer/EIN0770469986
ReturnHeader/Filer/PhoneNum08187353300
ReturnHeader/Filer/USAddress/AddressLine1Txt0899 N KANAN ROAD
ReturnHeader/Filer/USAddress/CityNm0OAK PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D87F1697C52A9B53545DCA1C95D1A5D5E3AAB1FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D87F1697C52A9B53545DCA1C95D1A5D5E3AAB1FD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.74.136.219
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:22:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954192266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSCHKE & WALL BUSINESS ADV AND CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030300 AGOURA RD 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AGOURA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913015417
ReturnHeader/PreparerPersonGrp/PhoneNum08189911099
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA L ROSCHKE
ReturnHeader/ReturnTs02018-11-05T07:22:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,822
Liabilities
-
Net assets
$78,822
Revenue
$41,170
Expenses
$37,315
Net income
$3,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.7$81.7$51.6$44.2$7.47
2024Summary only. Only limited summary data is available for this year.$74.2$0.00$53.5$44.5$8.97
2023Detailed filing. Detailed filing data is available for this year.$65.2$65.2$51.1$50.1$1.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$64.2$49.9$45.4$4.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.7$59.7$41.1$50.6$9.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$69.2$41.3$45.9$4.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.7$73.7$40.6$45.8$5.15
2018Detailed filing. Detailed filing data is available for this year.$78.8$78.8$41.2$37.3$3.86
2017Detailed filing. Detailed filing data is available for this year.$75.0$75.0$42.0$42.4$0.37
2016Summary only. Only limited summary data is available for this year.$75.3$0.00$42.5$33.9$8.57
2015Summary only. Only limited summary data is available for this year.$66.8$0.00$41.4$29.9$11.6
2014Summary only. Only limited summary data is available for this year.$55.2$0.00$38.9$38.1$0.88
2013Summary only. Only limited summary data is available for this year.$54.3$0.00$38.7$27.0$11.7
2012Summary only. Only limited summary data is available for this year.$42.6$0.00$37.9$34.0$3.92
2011Summary only. Only limited summary data is available for this year.$38.7$0.00$36.9$40.9$4.02