Civic Intelligence

Oak Grove Elementary School Foundation

990EZ • Fiscal year 2017 • EIN 77-0638326

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$59,392

Up $15,473 (+35%) from 2016

Net Assets

Up

$59,392

Up $15,473 (+35%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$89,773

Down $2,645 (-2.9%) from 2016

Expenses

Down

$74,300

Down $9,114 (-11%) from 2016

Net Income

Up

$15,473

Up $6,469 (+72%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$59,392
Liabilities$0
Net Assets$59,392

Operations Trend

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

2017

Revenue$89,773
Expenses$74,300
Net Income$15,473
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$89,773
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$48,165
TO SUPPORT THE COSTS ASSOCIATED WITH THE 4TH GRADE FIELD TRIPS$0$10,280
TO SUPPORT GENERAL SCHOOL PROGRAMS$0$3,669
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR L SALAZARPresident-$0--
SUSAN GETTYTreasurer-$0--
PAM TUPYSecretary-$0--
JILL O'CONNELL-BOGLEDirector-$0--
LISA NAEGELEDirector-$0--
MICHELLE WIDARTODirector-$0--
ERIN SCHAFERDirector-$0--
DREW KREIDLERDirector-$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
Treasurer
Phone
9493609001
Signed
2017-10-27
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: 46. Description: technology expenses. Amount: 6,124. Description: 5th grade science camp. Amount: 48,165. Description: classroom supplies. Amount: 551. Description: 4th grade field trips. Amount: 10,280. Description: 3rd grade field trips. Amount: 372. Description: taxes and licenses. Amount: 35. Description: 2nd grade field trips. Amount: 426. Description: turkey trot. Amount: 3,669. Description: teacher educational support. Amount: 3,980. Description: student council. Amount: 245. Total to form 990-ez, line 16: 73,893.

Raw XML Appendix177 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARTHUR L SALAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN GETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM TUPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL O'CONNELL-BOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA NAEGELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE WIDARTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIN SCHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DREW KREIDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt073893
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATIONAL ASPECTS OF OPERATIONS AT OAK GROVE ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt056
IRS990EZ/ProgramServiceRevenueAmt087043
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
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13669
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210280
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalExpensesAmt074300
IRS990EZ/TotalProgramServiceExpensesAmt062114
IRS990EZ/TotalRevenueAmt089773
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OGESFOUNDATION.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025079
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025079
IRS990ScheduleA/TotalSupportAmt025079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 46. DESCRIPTION: TECHNOLOGY EXPENSES. AMOUNT: 6,124. DESCRIPTION: 5TH GRADE SCIENCE CAMP. AMOUNT: 48,165. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 551. DESCRIPTION: 4TH GRADE FIELD TRIPS. AMOUNT: 10,280. DESCRIPTION: 3RD GRADE FIELD TRIPS. AMOUNT: 372. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 35. DESCRIPTION: 2ND GRADE FIELD TRIPS. AMOUNT: 426. DESCRIPTION: TURKEY TROT. AMOUNT: 3,669. DESCRIPTION: TEACHER EDUCATIONAL SUPPORT. AMOUNT: 3,980. DESCRIPTION: STUDENT COUNCIL. AMOUNT: 245. TOTAL TO FORM 990-EZ, LINE 16: 73,893.
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
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ReturnHeader/BusinessOfficerGrp/PhoneNum09493609001
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
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ReturnHeader/Filer/EIN0770638326
ReturnHeader/Filer/PhoneNum09493609001
ReturnHeader/Filer/USAddress/AddressLine1Txt022705 SANBORN
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ReturnHeader/FilingSecurityInformation/IPTm015:14:31
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/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR L SALAZAR CPA MBT
ReturnHeader/ReturnTs02017-11-10T11:07:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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