Liabilities / Assets
58th 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
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
37th percentile
Higher net margin than 37% 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
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Down$61,692
Down $675 (-1.1%) from 2022
Net Assets
Down$61,692
Down $675 (-1.1%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Down$28,485
Down $7,627 (-21%) from 2022
Expenses
Down$29,160
Down $20,873 (-42%) from 2022
Net Income
Up-$675
Up $13,246 (+95%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Feb 1, 2024
- Return Version
- 2023v4.0
- Gross Receipts
- $28,485
Mission and Program Overview
Mission
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| See Schedule O | - | $21,418 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jennifer Nielsen | President | - | $0 | - | - |
| Kat Lee | Vice President | - | $0 | - | - |
| Shailee Haines | Treasurer | - | $0 | - | - |
| Tracy Landin | 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
- Shailee Haines
- Title
- Treasurer
- Phone
- 5305459484
- Signed
- 2024-02-01
- Discuss with paid preparer
- No
Preparer
- Firm
- Telesis Tax & Financial
- Address
- 1011 Camino Del Rio So Ste 530, San Diego, CA 92108
- Preparer
- Thomas E Boles MBA EA
- 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.”
List of grants and similar amounts paid Part I line 10
“Activity Direct support to classrooms, teachers, students Grantee Oak Meadow Elementary School Street 7701 Silva Valley Pkwy City, State, Zip El Dorado Hills, CA 95762Relationship Supported School Amount 3,664”
Description of other expenses Part I line 16
“Description AmountInsurance 175Taxes/Legal 944Program Expense 18,270Supplies 2,443Direct Classroom Support 3,664”
Raw XML Appendix142 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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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Shailee Haines |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5305459484 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | El Dorado Hills |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95762 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 62367 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 61692 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 28485 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -675 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 62367 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 61692 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 3664 |
| IRS990EZ/GrossReceiptsAmt | 0 | 28485 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 62367 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 61692 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 62367 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 61692 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jennifer Nielsen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kat Lee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Shailee Haines |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Tracy Landin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 25496 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | See Schedule O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 21418 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 29160 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 21418 |
| IRS990EZ/TotalRevenueAmt | 0 | 28485 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 28485 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 36103 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61312 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 26974 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 152874 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 15 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 152874 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 28485 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 36103 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61312 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 26974 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 152874 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 152889 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 | 1 | Activity Direct support to classrooms, teachers, students Grantee Oak Meadow Elementary School Street 7701 Silva Valley Pkwy City, State, Zip El Dorado Hills, CA 95762Relationship Supported School Amount 3,664 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountInsurance 175Taxes/Legal 944Program Expense 18,270Supplies 2,443Direct Classroom Support 3,664 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Shailee Haines |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5305459484 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-02-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Oak Meadow PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OAKM |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Telesis Tax & Financial |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1011 Camino Del Rio So 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 | 2024-02-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Thomas E Boles MBA EA |
| ReturnHeader/ReturnTs | 0 | 2024-02-07T18:22:41-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Shailee |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Haines |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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
- $61,692
- Liabilities
- $0
- Net assets
- $61,692
- Revenue
- $28,485
- Expenses
- $29,160
- Net income
- -$675