Civic Intelligence

Oak Grove Elementary School Foundation

EIN 77-0638326 • 501(c)3 • Aliso Viejo, CA

Pub. 78 Eligible

Profile

To support the educational aspects of operations at oak grove elementary school.

22705 SanbornAliso Viejo, CA 92656

www.ogesfoundation.org

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

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,809

Up $11,383 (+29%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$50,809

Up $11,383 (+29%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$65,940

Up $6,404 (+11%) from 2024

Expenses

Down

$55,557

Down $44,675 (-45%) from 2024

Net Income

Up

$10,383

Up $51,079 (+126%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$100K$50K$0Assets 2011: $24,350Liabilities 2011: $02011Assets 2012: $26,427Liabilities 2012: $0Net Assets 2012: $26,4272012Assets 2013: $22,126Liabilities 2013: $0Net Assets 2013: $22,1262013Assets 2014: $17,672Liabilities 2014: $0Net Assets 2014: $17,6722014Assets 2015: $34,915Liabilities 2015: $0Net Assets 2015: $34,9152015Assets 2016: $43,919Liabilities 2016: $0Net Assets 2016: $43,9192016Assets 2017: $59,392Liabilities 2017: $0Net Assets 2017: $59,3922017Assets 2018: $68,410Liabilities 2018: $0Net Assets 2018: $68,4102018Assets 2019: $75,682Liabilities 2019: $0Net Assets 2019: $75,6822019Assets 2020: $86,500Liabilities 2020: $0Net Assets 2020: $86,5002020Assets 2021: $89,351Net Assets 2021: $89,3512021Assets 2022: $95,200Net Assets 2022: $95,2002022Assets 2023: $80,122Net Assets 2023: $80,1222023Assets 2024: $39,426Net Assets 2024: $39,4262024Assets 2025: $50,809Net Assets 2025: $50,8092025

Highlighted filing

2025

Assets$50,809
Liabilities-
Net Assets$50,809
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $64,456Expenses 2011: $56,235Net Income 2011: $8,2212011Revenue 2012: $60,105Expenses 2012: $58,028Net Income 2012: $2,0772012Revenue 2013: $54,952Expenses 2013: $59,253Net Income 2013: -$4,3012013Revenue 2014: $68,369Expenses 2014: $72,823Net Income 2014: -$4,4542014Revenue 2015: $72,009Expenses 2015: $54,766Net Income 2015: $17,2432015Revenue 2016: $92,418Expenses 2016: $83,414Net Income 2016: $9,0042016Revenue 2017: $89,773Expenses 2017: $74,300Net Income 2017: $15,4732017Revenue 2018: $87,556Expenses 2018: $78,538Net Income 2018: $9,0182018Revenue 2019: $81,403Expenses 2019: $74,131Net Income 2019: $7,2722019Revenue 2020: $78,842Expenses 2020: $68,024Net Income 2020: $10,8182020Revenue 2021: $10,303Expenses 2021: $7,452Net Income 2021: $2,8512021Revenue 2022: $63,473Expenses 2022: $57,624Net Income 2022: $5,8492022Revenue 2023: $66,339Expenses 2023: $81,417Net Income 2023: -$15,0782023Revenue 2024: $59,536Expenses 2024: $100,232Net Income 2024: -$40,6962024Revenue 2025: $65,940Expenses 2025: $55,557Net Income 2025: $10,3832025

Highlighted filing

2025

Revenue$65,940
Expenses$55,557
Net Income$10,383
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,809
Liabilities
-
Net assets
$50,809
Revenue
$65,940
Expenses
$55,557
Net income
$10,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.66$0.56$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.60$1.00$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.66$0.81$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.63$0.58$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.79$0.68$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.81$0.74$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.88$0.79$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.90$0.74$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.92$0.83$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.72$0.55$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.68$0.73$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.55$0.59$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.60$0.58$0.02
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.64$0.56$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$80,847
Mission and Program Overview

Mission

To support the educational aspects of operations at oak grove elementary school.

Educational support and funding for Oak Grove School and Students

Program Services

DescriptionGrantsExpenses
Student Programs and Field Trips Funding-$50,919
School Support and Improvement Funding-$2,575
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann DinhPresidentPT$0--
Linda ThaiTreasurer-$0--
Linda BunyeaSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$14,425$14,425$763$13,662
Fun Run$13,229$13,229-$13,229
Total Events$28,065$28,065$14,907$13,158
Filing and Contact Details

Filer

Filer Name
Oak Grove Elementary School Foundation
EIN
77-0638326
In Care Of
% Linda Thai
Phone
9493609001
Address
22705 Sanborn, Aliso Viejo, CA 92656

Signing Officer

Name
Linda Thai
Title
Treasurer
Phone
9493609001
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 196”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Programs and Field Trips Funding 50,919”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Support and Improvement Funding 2,575”

Form 990-EZ, Part I, Line 16, Other Expenses

“Foundation Administrative Expenses 1,417”

Form 990-EZ, Part I, Line 20, Net Assets

“Voiding of uncashed check from prior year 500”

Form 990-EZ, Part I, Line 20, Net Assets

“Correction of old and incorrect accounts payable balance 500”

Raw XML Appendix181 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt01000
IRS990EZ/OtherExpensesTotalAmt055107
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IRS990EZ/ProgramServiceRevenueAmt048124
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Support and Improvement Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050919
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12575
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt014907
IRS990EZ/SpecialEventsNetIncomeLossAmt013158
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalExpensesAmt055557
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IRS990EZ/TotalRevenueAmt065940
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ogesfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04493
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0165
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IRS990ScheduleA/InvestmentIncomeCYPct00.00960
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080682
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280489
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs and Field Trips Funding 50,919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Support and Improvement Funding 2,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Foundation Administrative Expenses 1,417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Voiding of uncashed check from prior year 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Correction of old and incorrect accounts payable balance 500
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Thai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09493609001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
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ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0770638326
ReturnHeader/Filer/InCareOfNm0% Linda Thai
ReturnHeader/Filer/PhoneNum09493609001
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ReturnHeader/Filer/USAddress/CityNm0Aliso Viejo
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ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-28T07:47:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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