Oak Grove Elementary School Foundation

990EZ • Fiscal year 2014 • EIN 77-0638326

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

Organization Profile WWW.OGESFOUNDATION.ORG

22705 Sanborn92656

(949) 360-9001

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-6.5%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-20%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

24%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$17,672

Down $4,454 (-20%) from 2013

Net Assets

Down

$17,672

Down $4,454 (-20%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin27th percentile

Revenue

$68,369

Up $13,417 (+24%) from 2013

Expenses

$72,823

Up $13,570 (+23%) from 2013

Net Income

Down

-$4,454

Down $153 (-3.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2014

Assets$17,672

Liabilities$0

Net Assets$17,672

Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

Highlighted filing

2014

Revenue$68,369

Expenses$72,823

Net Income-$4,454

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Oct 27, 2014
Return Version: 2013v3.0
Gross Receipts: $68,369

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
TO SUPPORT THE COSTS ASSOCIATED WITH THE 5TH GRADE SCIENCE CAMP	$0	$52,918
TO SUPPORT THE TECHNOLOGY NEEDS OF THE SCHOOL	$0	$8,136

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ARTHUR L SALAZAR	President	-	$0	-	-
AMY DAVIS	Treasurer	-	$0	-	-
KATHY ARVIZU	Secretary	-	$0	-	-
JILL O'CONNELL-BOGLE	Director	-	$0	-	-
LISA NAEGELE	Director	-	$0	-	-
SUSAN GETTY	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 77-0638326
Phone: 9493609001

Signing Officer

Name: Arthur Salazar
Title: President
Phone: 9493609001
Signed: 2014-10-27
Discuss with paid preparer: Yes

Preparer

Preparer: Arthur L Salazar CPA Mbt
Phone: 5622161561

Supplemental Narrative

Additional Explanations

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

“Description: bank fees. Amount: 212. Description: technology expenses. Amount: 8,136. Description: 5th grade science camp. Amount: 52,918. Description: classroom supplies. Amount: 829. Description: 2nd grade field trips. Amount: 330. Description: 4th grade field trips. Amount: 3,255. Description: general supplies. Amount: 4,986. Description: 3rd grade field trips. Amount: 1,305. Description: kindergarten field trips. Amount: 817. Description: taxes and licenses. Amount: 35. Total to form 990-ez, line 16: 72,823.”

Raw XML Appendix153 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/City	0	ALISO VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	92656
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	22126
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	17672
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	3068
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
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IRS990EZ/FiledScheduleAInd	0	1
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	17672
IRS990EZ/GrossReceiptsAmt	0	68369
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	22126
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	17672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	22126
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	17672
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	1.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ARTHUR L SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	AMY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KATHY ARVIZU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JILL O'CONNELL-BOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	LISA NAEGELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	SUSAN GETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	72823
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO SUPPORT THE EDUCATIONAL ASPECTS OF OPERATIONS AT OAK GROVE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt	0	65301
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO SUPPORT THE COSTS ASSOCIATED WITH THE 5TH GRADE SCIENCE CAMP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	TO SUPPORT THE TECHNOLOGY NEEDS OF THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	52918
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	8136
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	72823
IRS990EZ/TotalProgramServiceExpensesAmt	0	61054
IRS990EZ/TotalRevenueAmt	0	68369
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.OGESFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	3068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	2680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	11014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	8918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	3181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	28861
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	28861
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	3068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	2680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	11014
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	8918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	3181
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	28861
IRS990ScheduleA/TotalSupportAmt	0	28861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: BANK FEES. AMOUNT: 212. DESCRIPTION: TECHNOLOGY EXPENSES. AMOUNT: 8,136. DESCRIPTION: 5TH GRADE SCIENCE CAMP. AMOUNT: 52,918. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 829. DESCRIPTION: 2ND GRADE FIELD TRIPS. AMOUNT: 330. DESCRIPTION: 4TH GRADE FIELD TRIPS. AMOUNT: 3,255. DESCRIPTION: GENERAL SUPPLIES. AMOUNT: 4,986. DESCRIPTION: 3RD GRADE FIELD TRIPS. AMOUNT: 1,305. DESCRIPTION: KINDERGARTEN FIELD TRIPS. AMOUNT: 817. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 72,823.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ARTHUR SALAZAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9493609001
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	OAK GROVE ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	OAKG
ReturnHeader/Filer/EIN	0	770638326
ReturnHeader/Filer/PhoneNum	0	9493609001
ReturnHeader/Filer/USAddress/AddressLine1	0	22705 SANBORN
ReturnHeader/Filer/USAddress/City	0	ALISO VIEJO
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	92656
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	460829756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BEZICH URQUIDEZ & SALAZAR CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	444 WEST OCEAN BLVD 707
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	90802
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5622161561
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ARTHUR L SALAZAR CPA MBT
ReturnHeader/ReturnTs	0	2014-11-12T16:28:14-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $17,672
Liabilities: $0
Net assets: $17,672
Revenue: $68,369
Expenses: $72,823
Net income: -$4,454

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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