Civic Intelligence

Oak Grove Elementary School Foundation

990EZ • Fiscal year 2024 • EIN 77-0638326

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 22, 2024

Organization Profileogesfoundation.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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

11th percentile

-51%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,426

Down $40,696 (-51%) from 2023

Net Assets

Down

$39,426

Down $40,696 (-51%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$59,536

Down $6,803 (-10%) from 2023

Expenses

Up

$100,232

Up $18,815 (+23%) from 2023

Net Income

Down

-$40,696

Down $25,618 (-170%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2024

Assets$39,426
Liabilities-
Net Assets$39,426
Open 2024 Filing

Operations Trend

Revenue Growth34th 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

2024

Revenue$59,536
Expenses$100,232
Net Income-$40,696
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 22, 2024
Return Version
2023v5.1
Gross Receipts
$59,536
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-$55,458
School Support and Improvement Funding-$43,643
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darcy ReifenbergerPresident-$0--
Susan Getty see Sch OTreasurer-$0--
Linda BunyeaSecretary-$0--
Emily CravensDirector-$0--
Brian SonicoDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snow Dash$16,170$16,170-$16,170
Total Events$16,170$16,170-$16,170
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
2024-07-22
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

“Fundraising 63”

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

“Student Programs and Field Trips Funding 55,458”

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

“School Support and Improvement Funding 43,643”

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

“Foundation Administrative Expenses 1,068”

Form 990-EZ, Part IV, Line E

“Board member Susan Getty is also employed as a substitute clerical employee of the school district.”

Raw XML Appendix169 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Board member is a substiture clerical employee of the school district
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Getty
IRS990EZ/BooksInCareOfDetail/PhoneNum09493609001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022705 Sanborn
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Aliso Viejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092656
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Darcy Reifenberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Getty see Sch O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda Bunyea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Emily Cravens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian Sonico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100232
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support and funding for Oak Grove School and Students
IRS990EZ/ProgramServiceRevenueAmt037048
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Programs and Field Trips Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Support and Improvement Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055458
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143643
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt016170
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0100232
IRS990EZ/TotalProgramServiceExpensesAmt099101
IRS990EZ/TotalRevenueAmt059536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ogesfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02533
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0258682
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02533
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IRS990ScheduleA/InvestmentIncomeCYPct00.00900
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99100
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0278512
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066330
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081403
IRS990ScheduleA/Total509Grp/TotalAmt0278512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066330
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081403
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0281045
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016170
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016170
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs and Field Trips Funding 55,458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Support and Improvement Funding 43,643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Foundation Administrative Expenses 1,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board member Susan Getty is also employed as a substitute clerical employee of the school district.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part IV, Line e
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Getty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09493609001
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK GROVE ELEMENTARY SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0770638326
ReturnHeader/Filer/InCareOfNm0% Susan Getty
ReturnHeader/Filer/PhoneNum09493609001
ReturnHeader/Filer/USAddress/AddressLine1Txt022705 Sanborn
ReturnHeader/Filer/USAddress/CityNm0Aliso Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-25T11:05:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Getty
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,426
Liabilities
-
Net assets
$39,426
Revenue
$59,536
Expenses
$100,232
Net income
-$40,696
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