Civic Intelligence

Oak Crest Academy Foundation

990EZ • Fiscal year 2016 • EIN 81-3375944

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 29, 2017

Organization ProfileWWW.OAKCRESTACADEMY.ORG

View Organization Page

5450 Churchwood DrOak Park, CA 91377

(805) 200-3087

Siviq Scores

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

Liabilities / Assets

99th percentile

3.97x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets99th percentile

Assets

$151

No earlier filing loaded for comparison.

Net Assets

-$449

No earlier filing loaded for comparison.

Liabilities

$600

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$449

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0K$500$0-$500Assets 2016: $151Liabilities 2016: $600Net Assets 2016: -$4492016

Highlighted filing

2016

Assets$151
Liabilities$600
Net Assets-$449
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600$400$200$0Expenses 2016: $4492016

Highlighted filing

2016

Revenue-
Expenses$449
Net Income-
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 29, 2017
Return Version
2016v3.0
Mission and Program Overview

Mission

To enrich the education of gifted and talented students through funding and resources.

Program Services

DescriptionGrantsExpenses
TO MAKE FUND AND RESOURCES AVAILABLE FOR FAMILIES WITH GIFTED AND TALENTED STUDENTS.--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNIE GUDITHPresident/SePT$0--
TIM MCPHILLIPSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Crest Academy Foundation
EIN
81-3375944
Phone
8052003087
Address
5450 CHURCHWOOD DR, OAK PARK, CA 91377

Signing Officer

Name
Jeannie Gudith
Title
President/secretary
Phone
8052003087
Signed
2017-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Marks & Associates Inc
Address
23801 CALABASAS RD STE 2026, CALABASAS, CA 91302-1664
Preparer
Neal Marks
Phone
8185917560
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 440 bank charges 9 total 449”

Form 990-ez, Part II, Line 26

“LOANS PAYABLE 0 600”

Form 990-ez, Part III

“To enrich the education of gifted and talented students through funding and resources.”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEANNIE GUDITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08052003087
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05450 CHURCHWOOD DR
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt05450 CHURCHWOOD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-449
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-449
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-449
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEANNIE GUDITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM MCPHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0449
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENRICH THE EDUCATION OF GIFTED AND TALENTED STUDENTS THROUGH FUNDING AND RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO MAKE FUND AND RESOURCES AVAILABLE FOR FAMILIES WITH GIFTED AND TALENTED STUDENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0449
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.OAKCRESTACADEMY.ORG/
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ON ITS REGISTRATION PROCESSING, PARENTS ARE INFORMED ABOUT IT'S RACIAL NONDISCRIMINATORY POLICY. HTTPS://OCA-CA.CLIENT.RENWEB.COM/OA/?MEMBERID=2549
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1OAK CREST ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. OAK CREST ACADEMY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 440 BANK CHARGES 9 TOTAL 449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOANS PAYABLE 0 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENRICH THE EDUCATION OF GIFTED AND TALENTED STUDENTS THROUGH FUNDING AND RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNIE GUDITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08052003087
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CREST ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0813375944
ReturnHeader/Filer/PhoneNum08052003087
ReturnHeader/Filer/USAddress/AddressLine1Txt05450 CHURCHWOOD DR
ReturnHeader/Filer/USAddress/CityNm0OAK PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDFFD5365DBDFB77E1A9CA26786B5FFDCC869E38
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDFFD5365DBDFB77E1A9CA26786B5FFDCC869E38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474855859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKS & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023801 CALABASAS RD STE 2026
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CALABASAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913021664
ReturnHeader/PreparerPersonGrp/PhoneNum08185917560
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL MARKS
ReturnHeader/ReturnTs02017-07-17T13:28:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$151
Liabilities
$600
Net assets
-$449
Revenue
-
Expenses
$449
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$151$600$449$449