Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Oak Grove Elementary School Foundation
990EZ • Fiscal year 2023 • EIN 77-0638326
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Balance Sheet
Assets
Down$80,122
Down $15,078 (-16%) from 2022
Net Assets
Down$80,122
Down $15,078 (-16%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$66,339
Up $2,866 (+4.5%) from 2022
Expenses
Up$81,417
Up $23,793 (+41%) from 2022
Net Income
Down-$15,078
Down $20,927 (-358%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Sep 22, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $66,339
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
| Description | Grants | Expenses |
|---|---|---|
| Student Programs and Field Trips Funding | - | $74,089 |
| School Support and Improvement Funding | - | $4,244 |
| Teacher Class Supplies Funding | - | $870 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Darcy Reifenberger | President | - | $0 | - | - |
| Natasha Kruusi | Vicepresidient | - | $0 | - | - |
| Susan Getty see Sch O | Treasurer | - | $0 | - | - |
| Linda Bunyea | Secretary | - | $0 | - | - |
| Emily Cravens | Director | - | $0 | - | - |
| Brian sonico | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Snow Dash | $15,000 | $15,000 | - | $15,000 |
| Total Events | $15,000 | $15,000 | - | $15,000 |
Filing and Contact Details
Filer
- Filer Name
- Oak Grove Elementary School Foundation
- EIN
- 77-0638326
- In Care Of
- % Susan Getty
- Phone
- 9493609001
- Address
- 22705 Sanborn, Aliso Viejo, CA 92656
Signing Officer
- Name
- Susan Getty
- Title
- Treasurer
- Phone
- 9493609001
- Signed
- 2023-09-22
- 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
“Student Programs and Field Trips Funding 74,089”
Form 990-EZ, Part I, Line 16, Other Expenses
“Teacher Class Supplies Funding 870”
Form 990-EZ, Part I, Line 16, Other Expenses
“School Support and Improvement Funding 4,244”
Form 990-EZ, Part I, Line 16, Other Expenses
“foundation Administrative Expenses 964”
Form 990-EZ, Part IV, Line E
“Board member Susan Getty is also employed as a substitute clerical employee of the school district.”
Form 990-EZ, Part V, Line 34
“The following approved changes were mede to the bylaws during the year ended 6/30/2023 1 Objectives and Purposes were changed to include the funding and support of 5th grade science camp, curriculum based field trips and programming, staff development for teachers and staff and support of other education efforts for the benefit of the students, including funding of materials, supplies, equipment and operating costs. These changes all apply to the students, staff and facilities at Oak Grove Elementary School. 2 No dues are assessed or collected by the Oak Grove Elementary School Foundation”
Raw XML Appendix173 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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|---|---|---|
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| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | Board member is a substiture clerical employee of the school district |
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Susan Getty |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Aliso Viejo |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 80122 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4870 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -15078 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1250 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 95200 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 80122 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 15000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 66339 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 95200 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 80122 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 95200 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 80122 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Darcy Reifenberger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Natasha Kruusi |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Linda Bunyea |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Emily Cravens |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Brian sonico |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VicePresidient |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 80167 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Educational support and funding for Oak Grove School and Students |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 46460 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Student Programs and Field Trips Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Teacher Class Supplies Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | School Support and Improvement Funding |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 74089 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 870 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 4244 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 15000 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 81417 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 79203 |
| IRS990EZ/TotalRevenueAmt | 0 | 66339 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | ogesfoundation.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 4870 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 703 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5972 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5761 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 21806 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 61460 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 62770 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5803 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 75431 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 81795 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 287259 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 309065 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 66330 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 63473 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10303 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 81403 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 87556 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 309065 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 66330 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 63473 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10303 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 81403 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 87556 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 309065 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Snow Dash |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 15000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 15000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 15000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Student Programs and Field Trips Funding 74,089 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Teacher Class Supplies Funding 870 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | School Support and Improvement Funding 4,244 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | foundation Administrative Expenses 964 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Board member Susan Getty is also employed as a substitute clerical employee of the school district. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The following approved changes were mede to the bylaws during the year ended 6/30/2023 1 Objectives and Purposes were changed to include the funding and support of 5th grade science camp, curriculum based field trips and programming, staff development for teachers and staff and support of other education efforts for the benefit of the students, including funding of materials, supplies, equipment and operating costs. These changes all apply to the students, staff and facilities at Oak Grove Elementary School. 2 No dues are assessed or collected by the Oak Grove Elementary School Foundation |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part IV, Line e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part V, Line 34 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Susan Getty |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9493609001 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-09-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OAK GROVE ELEMENTARY SCHOOL FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OAKG |
| ReturnHeader/Filer/EIN | 0 | 770638326 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Susan Getty |
| ReturnHeader/Filer/PhoneNum | 0 | 9493609001 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 22705 Sanborn |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Aliso Viejo |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92656 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9492909333 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-09-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Elizabeth A Weber CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-09-23T11:01:04-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Susan |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Getty |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $80,122
- Liabilities
- -
- Net assets
- $80,122
- Revenue
- $66,339
- Expenses
- $81,417
- Net income
- -$15,078