Civic Intelligence

Spirit of Great Oak Boosters

EIN 83-3715318 • 501(c)3 • Temecula, CA

Profile

To promote and support the students and director of the instrumental music and color guard programs at great oak high school and other visual and performing arts program.

PO Box 1051Temecula, CA 92593

www.sogoboosters.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

47th percentile

0.2%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

15th percentile

-70%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Down

$51,074

Down $120,181 (-70%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$51,074

Down $120,181 (-70%) from 2023

Revenue

Up

$297,647

Up $58,244 (+24%) from 2023

Expenses

Up

$297,054

Up $65,066 (+28%) from 2023

Net Income

Down

$593

Down $6,822 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2019: $43,052Liabilities 2019: $02019Assets 2020: $8,981Liabilities 2020: $02020Assets 2021: $22,823Liabilities 2021: $02021Assets 2022: $42,686Liabilities 2022: $0Net Assets 2022: $42,6862022Assets 2023: $171,255Liabilities 2023: $0Net Assets 2023: $171,2552023Assets 2024: $51,074Liabilities 2024: $0Net Assets 2024: $51,0742024

Highlighted filing

2024

Assets$51,074
Liabilities$0
Net Assets$51,074

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $66,533Expenses 2019: $23,481Net Income 2019: $43,0522019Revenue 2020: $173,805Expenses 2020: $207,876Net Income 2020: -$34,0712020Revenue 2021: $33,702Expenses 2021: $19,860Net Income 2021: $13,8422021Revenue 2022: $191,825Expenses 2022: $171,962Net Income 2022: $19,8632022Revenue 2023: $239,403Expenses 2023: $231,988Net Income 2023: $7,4152023Revenue 2024: $297,647Expenses 2024: $297,054Net Income 2024: $5932024

Highlighted filing

2024

Revenue$297,647
Expenses$297,054
Net Income$593

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$297,647
Mission and Program Overview

Mission

To promote and support the students and director of the instrumental music and color guard programs at great oak high school and other visual and performing arts program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$171,255$51,074▼ $120,181
Land, Buildings, and Equipment, Net$38,653$33,423▼ $5,230
Cash and Non-Interest-Bearing Accounts$132,602$17,651▼ $114,951
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$171,255$51,074▼ $120,181
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$171,255$51,074▼ $120,181
Total Liabilities and Net Assets / Fund Balance$171,255$51,074▼ $120,181

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$33,423$43,945$77,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Enrique PerezPresident
Stuart WinsboroughAssistant Treasurer
Jennifer DoullSecretary
Kristen PannuzoTreasurer
Veronica OrendainVP Communications
Bj MorganVP Equipment
Ann SaccomillerVP Events
Beatriz DiazVP Fundraising
Veronica RamirezVP of Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$160,302
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$137,345
All Other Contributions
$160,302
Change in Net Assets
$593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$78,846$8,205-$87,051
Depreciation Depletion$22,282--$22,282
Other Expenses$21,320--$21,320
Insurance-$1,048-$1,048
Total Functional Expenses$287,801$9,253$0$297,054
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$137,345
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The mission and purpose of this organization shall be: the purpose of this organization is to promote and support the students and director of the instrumental music and color guard programs at great oak high school (gohs). This organization is organized and operated exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the internal revenue code. All funds raised by the organization shall be administered by the executive board to benefit students in the program as a whole, or in the various groups thereof. There shall be no control of funds by individual members of sogo boosters and funds shall not be expended preferentially for the benefit of individual members of the gohs band and color guard program.

Form 990, Part VI, Section C, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Spirit of Great Oak Boosters
EIN
83-3715318
Phone
9512946450
Address
PO BOX 1051, TEMECULA, CA 92593

Signing Officer

Name
Carol Davis
Title
Treasurer
Phone
9512946450
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Panuzzo
Formed
2020
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Prudhomme Associates Cpas Inc
Address
43460 RIDGE PARK DRIVE SUITE 220, TEMECULA, CA 92590
Preparer
Gregory J Prudhommecpa
Phone
9516763131
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Transportation: program service expenses 21,141. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,141. Uniforms: program service expenses 16,821. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,821. Show fees: program service expenses 13,307. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,307. Apparel: program service expenses 12,855. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,855. Props: program service expenses 7,148. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,148. Maintenance: program service expenses 5,166. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,166. Other expense: program service expenses 211. Management and general expenses 4,268. Fundraising expenses 0. Total expenses 4,479. Food: program service expenses 2,197. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,197. Bank charges: program service expenses 0. Management and general expenses 1,579. Fundraising expenses 0. Total expenses 1,579. Dollars for scholars: program service expenses 0. Management and general expenses 1,000. Fundraising expenses 0. Total expenses 1,000. Office supplies: program service expenses 0. Management and general expenses 758. Fundraising expenses 0. Total expenses 758. Filing fees: program service expenses 0. Management and general expenses 600. Fundraising expenses 0. Total expenses 600.

FORM 990, PART XI, LINE 9:

LIABILITIES -120,774.

Raw XML Appendix364 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF PROGRAMS
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP EQUIPMENT
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01007570
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033423
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043945
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt077368
IRS990ScheduleD/TotalBookValueLandBuildingsAmt033423
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION AND PURPOSE OF THIS ORGANIZATION SHALL BE: THE PURPOSE OF THIS ORGANIZATION IS TO PROMOTE AND SUPPORT THE STUDENTS AND DIRECTOR OF THE INSTRUMENTAL MUSIC AND COLOR GUARD PROGRAMS AT GREAT OAK HIGH SCHOOL (GOHS). THIS ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALL FUNDS RAISED BY THE ORGANIZATION SHALL BE ADMINISTERED BY THE EXECUTIVE BOARD TO BENEFIT STUDENTS IN THE PROGRAM AS A WHOLE, OR IN THE VARIOUS GROUPS THEREOF. THERE SHALL BE NO CONTROL OF FUNDS BY INDIVIDUAL MEMBERS OF SOGO BOOSTERS AND FUNDS SHALL NOT BE EXPENDED PREFERENTIALLY FOR THE BENEFIT OF INDIVIDUAL MEMBERS OF THE GOHS BAND AND COLOR GUARD PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSPORTATION: PROGRAM SERVICE EXPENSES 21,141. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,141. UNIFORMS: PROGRAM SERVICE EXPENSES 16,821. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,821. SHOW FEES: PROGRAM SERVICE EXPENSES 13,307. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,307. APPAREL: PROGRAM SERVICE EXPENSES 12,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,855. PROPS: PROGRAM SERVICE EXPENSES 7,148. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,148. MAINTENANCE: PROGRAM SERVICE EXPENSES 5,166. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,166. OTHER EXPENSE: PROGRAM SERVICE EXPENSES 211. MANAGEMENT AND GENERAL EXPENSES 4,268. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,479. FOOD: PROGRAM SERVICE EXPENSES 2,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,197. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,579. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,579. DOLLARS FOR SCHOLARS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 758. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 758. FILING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIABILITIES -120,774.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0171255
IRS990/TotalAssetsEOYAmt051074
IRS990/TotalAssetsGrp/BOYAmt0171255
IRS990/TotalAssetsGrp/EOYAmt051074
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0160302
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09253
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0287801
IRS990/TotalFunctionalExpensesGrp/TotalAmt0297054
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051074
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0287801
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0137345
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297647
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0171255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051074
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt032555 DEER HOLLOW WAY
IRS990/USAddress/CityNm0TEMECULA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092592
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SOGOBOOSTERS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09512946450
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPIRIT OF GREAT OAK BOOSTERS
ReturnHeader/Filer/BusinessNameControlTxt0SPIR
ReturnHeader/Filer/EIN0833715318
ReturnHeader/Filer/PhoneNum09512946450
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1051
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092593
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272758510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRUDHOMME ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DRIVE SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516763131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J PRUDHOMMECPA
ReturnHeader/ReturnTs02025-05-15T18:30:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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