Civic Intelligence

Oak Meadow PTO

990EZ • Fiscal year 2019 • EIN 82-2103109

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 29, 2022

7701 Silva Valley PkwyEl Dorado Hills, CA 95762

(530) 545-9484

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$50,846

Down $13,799 (-21%) from 2018

Net Assets

Down

$50,846

Down $13,799 (-21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$70,746

Down $22,017 (-24%) from 2018

Expenses

Up

$84,545

Up $23,496 (+38%) from 2018

Net Income

Down

-$13,799

Down $45,513 (-144%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2018: $64,645Liabilities 2018: $0Net Assets 2018: $64,6452018Assets 2019: $50,846Liabilities 2019: $0Net Assets 2019: $50,8462019Assets 2020: $53,254Liabilities 2020: $0Net Assets 2020: $53,2542020Assets 2021: $76,288Liabilities 2021: $0Net Assets 2021: $76,2882021Assets 2022: $62,367Liabilities 2022: $0Net Assets 2022: $62,3672022Assets 2023: $61,692Liabilities 2023: $0Net Assets 2023: $61,6922023Assets 2024: $88,795Liabilities 2024: $0Net Assets 2024: $88,7952024Assets 2025: $81,477Liabilities 2025: $0Net Assets 2025: $81,4772025

Highlighted filing

2019

Assets$50,846
Liabilities$0
Net Assets$50,846

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $92,763Expenses 2018: $61,049Net Income 2018: $31,7142018Revenue 2019: $70,746Expenses 2019: $84,545Net Income 2019: -$13,7992019Revenue 2020: $26,974Expenses 2020: $44,536Net Income 2020: -$17,5622020Revenue 2021: $58,775Expenses 2021: $35,640Net Income 2021: $23,1352021Revenue 2022: $36,112Expenses 2022: $50,033Net Income 2022: -$13,9212022Revenue 2023: $28,485Expenses 2023: $29,160Net Income 2023: -$6752023Revenue 2024: $123,493Expenses 2024: $96,390Net Income 2024: $27,1032024Revenue 2025: $84,117Expenses 2025: $91,435Net Income 2025: -$7,3182025

Highlighted filing

2019

Revenue$70,746
Expenses$84,545
Net Income-$13,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 29, 2022
Return Version
2019v5.1
Gross Receipts
$109,816
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O-$80,003
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole AlexanderPresident Jan-Jun-$0--
Katie GonzalezVice President Jan-Jun-$0--
Danielle MolloyFinancial Secretary Jan-Jun-$0--
Emily MedinaTreasurer Jan-Jun-$0--
Aimee GutillaSecretary Jan-Jun-$0--
BJ LeePresident Jul-Dec-$0--
Amanda MillsVice President Jul-Dec-$0--
Josiah PerilloTreasurer Jul-Dec-$0--
Casie SpiteriSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Socia$40,840$40,840$16,714$24,126
Harvest Fest$7,108$7,108$13,985$-6,877
Total Events$47,948$47,948$30,699$17,249
Filing and Contact Details

Filer

Filer Name
Oak Meadow PTO
EIN
82-2103109
Address
7701 Silva Valley Pkwy, El Dorado Hills, CA 95762

Signing Officer

Name
Shaelee Haines
Title
Treasurer
Phone
5305459484
Signed
2022-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Telesis Tax and Financial
Address
1011 Camino Del Rio S Ste 530, San Diego, CA 92108
Preparer
Dave Yoshida EA CLPF
Phone
6192606040
Supplemental Narrative

Additional Explanations

General explanation attachment

Part III - Primary Exempt PurposeThe purpose of the PTO is to enhance and support the educational experience at Oak Meadow Elementary School, to develop a closer connection between school and home by encouraging parental involvement, and to improve the environment at Oak Meadow Elementary School through volunteer and financial support. Part III - Program Services AccomplishmentsThe Oak Meadow PTO is a nonprofit group comprised of parents, teachers, and staff dedicated to improving the educational experience of all students at Oak Meadow Elementary and Buckeye Union Mandarin Immersion Charter Schools. Our goals are to encourage interaction between family and school, serve as a source of support, and work with teachers, staff, and the community at large to improve our childrens educational experience. The PTO works closely with the school administration to meet this goal.

Description of other expenses Part I line 16

Description AmountDirect School Support 80,003Website 183Fees and Licenses 45Insurance 685

Business income not reported on 990-T Part V line 35

Activity conducted by 100% volunteer effort and, as such, is excludable from taxation.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III - Primary Exempt PurposeThe purpose of the PTO is to enhance and support the educational experience at Oak Meadow Elementary School, to develop a closer connection between school and home by encouraging parental involvement, and to improve the environment at Oak Meadow Elementary School through volunteer and financial support. Part III - Program Services AccomplishmentsThe Oak Meadow PTO is a nonprofit group comprised of parents, teachers, and staff dedicated to improving the educational experience of all students at Oak Meadow Elementary and Buckeye Union Mandarin Immersion Charter Schools. Our goals are to encourage interaction between family and school, serve as a source of support, and work with teachers, staff, and the community at large to improve our childrens educational experience. The PTO works closely with the school administration to meet this goal.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDirect School Support 80,003Website 183Fees and Licenses 45Insurance 685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity conducted by 100% volunteer effort and, as such, is excludable from taxation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Business income not reported on 990-T Part V line 35
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Shaelee Haines
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05305459484
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Meadow PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0822103109
ReturnHeader/Filer/USAddress/AddressLine1Txt07701 Silva Valley Pkwy
ReturnHeader/Filer/USAddress/CityNm0El Dorado Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095762
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330411374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesis Tax and Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 Camino Del Rio S Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192606040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dave Yoshida EA CLPF
ReturnHeader/ReturnTs02022-09-30T04:41:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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