Civic Intelligence

Oak Valley Falcon Foundation

EIN 87-0751212 • 501(c)3 • San Diego, CA

990-N CoverageNTEE B90

Profile

public school program support

16055 Winecreek RdSan Diego, CA 92127

oakvalleyfalconfoundation.com

Siviq Scores

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

Liabilities / Assets

81st percentile

0.26x

Higher debt load relative to assets than 81% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.46x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2025

Net Margin

69th percentile

26%

Higher net margin than 69% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2025

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

NTEE B90 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

44%

Faster revenue growth than 75% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$142,967

Up $18,066 (+14%) from 2024

Liabilities

Down

$37,166

Down $3,389 (-8.4%) from 2024

Net Assets

Up

$105,801

Up $21,455 (+25%) from 2024

Operations
Liabilities / Revenue91st percentileNet Margin69th percentile

Revenue

Up

$81,087

Up $24,927 (+44%) from 2024

Expenses

Up

$59,632

Up $17,892 (+43%) from 2024

Net Income

Up

$21,455

Up $7,035 (+49%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2018: $82,739Liabilities 2018: $7,9412018Assets 2019: $140,726Liabilities 2019: $15,2652019Assets 2020: $68,198Liabilities 2020: $31,1182020Assets 2021: $68,958Liabilities 2021: $34,8402021Assets 2023: $95,313Liabilities 2023: $27,887Net Assets 2023: $67,4262023Assets 2024: $124,901Liabilities 2024: $40,555Net Assets 2024: $84,3462024Assets 2025: $142,967Liabilities 2025: $37,166Net Assets 2025: $105,8012025

Highlighted filing

2025

Assets$142,967
Liabilities$37,166
Net Assets$105,801
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KRevenue 2018: $54,551Expenses 2018: $42,995Net Income 2018: $11,5562018Revenue 2019: $66,189Expenses 2019: $15,527Net Income 2019: $50,6622019Revenue 2020: $58,652Expenses 2020: $147,031Net Income 2020: -$88,3792020Revenue 2021: $26,721Expenses 2021: $30,184Net Income 2021: -$3,4632021Revenue 2023: $64,617Expenses 2023: $20,326Net Income 2023: $44,2912023Revenue 2024: $56,160Expenses 2024: $41,740Net Income 2024: $14,4202024Revenue 2025: $81,087Expenses 2025: $59,632Net Income 2025: $21,4552025

Highlighted filing

2025

Revenue$81,087
Expenses$59,632
Net Income$21,455
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,967
Liabilities
$37,166
Net assets
$105,801
Revenue
$81,087
Expenses
$59,632
Net income
$21,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.37$1.06$0.81$0.60$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.41$0.84$0.56$0.42$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.28$0.67$0.65$0.20$0.44
2021Summary only. Only limited summary data is available for this year.$0.69$0.35$0.27$0.30$0.03
2020Summary only. Only limited summary data is available for this year.$0.68$0.31$0.59$1.47$0.88
2019Summary only. Only limited summary data is available for this year.$1.41$0.15$0.66$0.16$0.51
2018Summary only. Only limited summary data is available for this year.$0.83$0.08$0.55$0.43$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.0
Gross Receipts
$99,831
Mission and Program Overview

Mission

Public school program support.

public school program support

Program Services

DescriptionGrantsExpenses
Providing Art lessons to all students at the school$0$10,968
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather OttPresidewnt-$0--
Filing and Contact Details

Filer

Filer Name
Oak Valley Falcon Foundation
EIN
87-0751212
Phone
8584872939
Address
16055 Winecreek Rd, San Diego, CA 92127

Signing Officer

Name
Melanie Smerican
Title
Auditor
Phone
8584872939
Signed
2025-09-12
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Providing Art lessons to all students at the school, 1500 students. Provide technology support to classrooms. Character Counts Program for teachers to recognize outstanding students.”

Part I, Line 16

“Insurance, Credit card fees, advertising and materials”

Part II, Line 26

“Hold funds for Science Olympiad program”

Raw XML Appendix130 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/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum08584872939
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016055 Winecreek Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124901
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142967
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt056541
IRS990EZ/CostOfGoodsSoldAmt011614
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124901
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142967
IRS990EZ/FundraisingGrossIncomeAmt028690
IRS990EZ/GrantsAndSimilarAmountsPaidAmt057810
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02983
IRS990EZ/GrossReceiptsAmt099831
IRS990EZ/GrossSalesOfInventoryAmt014597
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084346
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105801
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084346
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105801
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Ott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Presidewnt
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01822
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0public school program support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing Art lessons to all students at the school
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010968
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07130
IRS990EZ/SpecialEventsNetIncomeLossAmt021560
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040555
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt037166
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt059632
IRS990EZ/TotalProgramServiceExpensesAmt010968
IRS990EZ/TotalRevenueAmt081087
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NFP
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0https://oakvalleyfalconfoundation.com/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt056541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt064617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0223818
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0223818
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0542098945
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt078375
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Oak Valley Middle School
IRS990ScheduleA/SupportSumAmt078375
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt064617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0223818
IRS990ScheduleA/TotalSupportAmt0223818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Providing Art lessons to all students at the school, 1500 students. Provide technology support to classrooms. Character Counts Program for teachers to recognize outstanding students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance, Credit card fees, advertising and materials
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hold funds for Science Olympiad program
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Melanie Smerican
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Auditor
ReturnHeader/BusinessOfficerGrp/PhoneNum08584872939
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK VALLEY FALCON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKV
ReturnHeader/Filer/EIN0870751212
ReturnHeader/Filer/PhoneNum08584872939
ReturnHeader/Filer/USAddress/AddressLine1Txt016055 Winecreek Rd
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/ReturnTs02025-09-13T15:44:18Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE B90 • <$500k nonprofits