Civic Intelligence

Oak Grove Elementary School Foundation

990EZ • Fiscal year 2016 • EIN 77-0638326

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 30, 2016

Organization ProfileWWW.OGESFOUNDATION.ORG
22705 SanbornAliso Viejo, CA 92656

(949) 360-9001

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$43,919

Up $9,004 (+26%) from 2015

Net Assets

Up

$43,919

Up $9,004 (+26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Up

$92,418

Up $20,409 (+28%) from 2015

Expenses

Up

$83,414

Up $28,648 (+52%) from 2015

Net Income

Down

$9,004

Down $8,239 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2016

Assets$43,919
Liabilities$0
Net Assets$43,919
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

2016

Revenue$92,418
Expenses$83,414
Net Income$9,004
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$92,418
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE COSTS ASSOCIATED WITH THE 5TH GRADE SCIENCE CAMP$0$63,262
TO SUPPORT GENERAL SCHOOL PROGRAMS$0$8,917
TO SUPPORT THE COSTS ASSOCIATED WITH THE 4TH GRADE FIELD TRIPS$0$5,269
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR L SALAZARPresident-$0--
AMY DAVISTreasurer-$0--
SUSAN GETTYSecretary-$0--
JILL O'CONNELL-BOGLEDirector-$0--
LISA NAEGELEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oak Grove Elementary School Foundation
EIN
77-0638326
Phone
9493609001
Address
22705 SANBORN, ALISO VIEJO, CA 92656

Signing Officer

Name
Arthur Salazar
Title
President
Phone
9493609001
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Bezich Urquidez & Salazar Cpas Inc
Address
444 WEST OCEAN BLVD 707, LONG BEACH, CA 90802
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: 75. Description: technology expenses. Amount: 194. Description: 5th grade science camp. Amount: 63,262. Description: classroom supplies. Amount: 22. Description: 4th grade field trips. Amount: 5,269. Description: 3rd grade field trips. Amount: 2,764. Description: taxes and licenses. Amount: 35. Description: other field trip expenses. Amount: 660. Description: 1st grade field trips. Amount: 1,256. Description: 2nd grade field trips. Amount: 440. Description: kindergarten field trips. Amount: 520. Description: turkey trot. Amount: 8,917. Total to form 990-ez, line 16: 83,414.”

Raw XML Appendix150 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN GETTY
IRS990EZ/BooksInCareOfDetail/PhoneNum09493609001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022705 SANBORN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALISO VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092656
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034915
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossReceiptsAmt092418
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043919
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043919
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARTHUR L SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN GETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL O'CONNELL-BOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA NAEGELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt083414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATIONAL ASPECTS OF OPERATIONS AT OAK GROVE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt081304
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE COSTS ASSOCIATED WITH THE 5TH GRADE SCIENCE CAMP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT GENERAL SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE COSTS ASSOCIATED WITH THE 4TH GRADE FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063262
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18917
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25269
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083414
IRS990EZ/TotalProgramServiceExpensesAmt077448
IRS990EZ/TotalRevenueAmt092418
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OGESFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033363
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt033363
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011014
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033363
IRS990ScheduleA/TotalSupportAmt033363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 75. DESCRIPTION: TECHNOLOGY EXPENSES. AMOUNT: 194. DESCRIPTION: 5TH GRADE SCIENCE CAMP. AMOUNT: 63,262. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 22. DESCRIPTION: 4TH GRADE FIELD TRIPS. AMOUNT: 5,269. DESCRIPTION: 3RD GRADE FIELD TRIPS. AMOUNT: 2,764. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 35. DESCRIPTION: OTHER FIELD TRIP EXPENSES. AMOUNT: 660. DESCRIPTION: 1ST GRADE FIELD TRIPS. AMOUNT: 1,256. DESCRIPTION: 2ND GRADE FIELD TRIPS. AMOUNT: 440. DESCRIPTION: KINDERGARTEN FIELD TRIPS. AMOUNT: 520. DESCRIPTION: TURKEY TROT. AMOUNT: 8,917. TOTAL TO FORM 990-EZ, LINE 16: 83,414.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR SALAZAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09493609001
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK GROVE ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0770638326
ReturnHeader/Filer/PhoneNum09493609001
ReturnHeader/Filer/USAddress/AddressLine1Txt022705 SANBORN
ReturnHeader/Filer/USAddress/CityNm0ALISO VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460829756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEZICH URQUIDEZ & SALAZAR CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 WEST OCEAN BLVD 707
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090802
ReturnHeader/PreparerPersonGrp/PhoneNum05622161561
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR L SALAZAR CPA MBT
ReturnHeader/ReturnTs02016-10-10T16:40:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,919
Liabilities
$0
Net assets
$43,919
Revenue
$92,418
Expenses
$83,414
Net income
$9,004
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