Civic Intelligence

Oak Park Teachers Association

990EZ • Fiscal year 2019 • EIN 77-0469986

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 02, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

15th percentile

-13%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

65th percentile

$4,732

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-6.5%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-1.4%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$73,672

Down $5,150 (-6.5%) from 2018

Net Assets

Down

$73,672

Down $5,150 (-6.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$40,614

Down $556 (-1.4%) from 2018

Expenses

Up

$45,764

Up $8,449 (+23%) from 2018

Net Income

Down

-$5,150

Down $9,005 (-234%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$73,672
Liabilities-
Net Assets$73,672
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$40,614
Expenses$45,764
Net Income-$5,150
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 2, 2019
Return Version
2018v3.1
Gross Receipts
$40,614
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 Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSS PETERSPresident-$4,732-$4,732
SUSAN ALLENSecretary-$3,204-$3,204
CATHY LORYVice Preside-$2,412-$2,412
KATHIE ROHLFS-LEGGETTTreasurer-$2,412-$2,412
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
2019-12-02
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 174 meeting expenses 2,361 scholarships 3,000 total 5,535”

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 Appendix107 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/AddressLine1Txt0899 N KANAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091377
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078822
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073672
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5150
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0745
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078822
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073672
IRS990EZ/GrossReceiptsAmt040614
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040614
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078822
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078822
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073672
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04732
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12412
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32412
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/OtherExpensesTotalAmt05535
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/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/SalariesOtherCompEmplBnftAmt039484
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045764
IRS990EZ/TotalRevenueAmt040614
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 174 MEETING EXPENSES 2,361 SCHOLARSHIPS 3,000 TOTAL 5,535
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHIE ROHLFS-LEGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08187353300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-02
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/IPDt02019-12-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:32:08
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/PreparationDt02019-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA L ROSCHKE
ReturnHeader/ReturnTs02019-12-10T09:32:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,672
Liabilities
-
Net assets
$73,672
Revenue
$40,614
Expenses
$45,764
Net income
-$5,150
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
2019Detailed filing. Detailed filing data is available for this year.$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