Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
10th percentile
Higher net margin than 10% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Up$53,153
Up $2,307 (+4.5%) from 2019
Net Assets
Up$53,254
Up $2,408 (+4.7%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue And Expenses
Revenue
Down$26,974
Down $43,772 (-62%) from 2019
Expenses
Down$44,636
Down $39,909 (-47%) from 2019
Net Income
Down-$17,662
Down $3,863 (-28%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Sep 29, 2022
- Return Version
- 2020v4.1
- Gross Receipts
- $26,974
Mission and Program Overview
Mission
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| See Schedule O | - | $43,211 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BJ Lee | President | - | $0 | - | - |
| Amanda Mills | Vice President | - | $0 | - | - |
| Josiah Perillo | Treasurer | - | $0 | - | - |
| Casie Spiteri | Secretary | - | $0 | - | - |
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 & Financial
- Address
- 1011 Camino Del Rio S Ste 530, San Diego, CA 92108
- Preparer
- Dave Yoshida EA
- Phone
- 6192606040
Supplemental Narrative
Additional Explanations
Amended return information
“After filing original return, trustees of the organization realized that there were corrections to be made and did so in this amended return. Forms and schedules are unchanged. Review and reconciliation of financial activitiy provided slightly different amounts to report. There are no further changes to the original return.”
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 43,211Website 339Insurance 685Spirit Wear 140”
Other changes in net assets or fund balances Part I line 20
“Description AmountCumulative Prior Period Adjustments 19,970Cumulative prior period adjustments”
Raw XML Appendix148 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/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 161 |
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| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 43211 |
| IRS990EZ/TotalRevenueAmt | 0 | 26974 |
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| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NA |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 26963 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 44802 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 133922 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 65911 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 271598 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 11 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | After filing original return, trustees of the organization realized that there were corrections to be made and did so in this amended return. Forms and schedules are unchanged. Review and reconciliation of financial activitiy provided slightly different amounts to report. There are no further changes to the original return. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountDirect School Support 43,211Website 339Insurance 685Spirit Wear 140 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description AmountCumulative Prior Period Adjustments 19,970Cumulative prior period adjustments |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Amended return information |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other changes in net assets or fund balances Part I line 20 |
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| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
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| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
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| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-09-29 |
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| ReturnHeader/Filer/EIN | 0 | 822103109 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7701 Silva Valley Pkwy |
| ReturnHeader/Filer/USAddress/CityNm | 0 | El Dorado Hills |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95762 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330411374 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Telesis Tax & Financial |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1011 Camino Del Rio S Ste 530 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Diego |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92108 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6192606040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-09-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Dave Yoshida EA |
| ReturnHeader/ReturnTs | 0 | 2022-09-30T15:29:26-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Shaelee |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Haines |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $53,153
- Liabilities
- $0
- Net assets
- $53,254
- Revenue
- $26,974
- Expenses
- $44,636
- Net income
- -$17,662