Civic Intelligence

Oak Grove Educators Association

990 • Fiscal year 2020 • EIN 94-2842639

Sep 01, 2019 to Aug 31, 2020 • Filed on Oct 08, 2021

Organization Profilewww.ogea.org
4810 Harwood Road Suite 101San Jose, CA 95124

(408) 363-1646

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.01x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

56th percentile

$1,967

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

31%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

18%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$384,291

Up $91,699 (+31%) from 2019

Net Assets

Up

$378,793

Up $90,340 (+31%) from 2019

Liabilities

Up

$5,498

Up $1,359 (+33%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin90th percentile

Revenue

Up

$250,942

Up $38,260 (+18%) from 2019

Expenses

Down

$143,647

Down $48,511 (-25%) from 2019

Net Income

Up

$107,295

Up $86,771 (+423%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$600K$400K$200K$0Assets 2011: $282,069Liabilities 2011: $1,5142011Assets 2012: $292,881Liabilities 2012: $4942012Assets 2013: $295,120Liabilities 2013: $02013Assets 2014: $239,003Liabilities 2014: $501Net Assets 2014: $238,5022014Assets 2015: $204,363Liabilities 2015: $785Net Assets 2015: $203,5782015Assets 2016: $192,862Liabilities 2016: $4,817Net Assets 2016: $188,0452016Assets 2017: $207,895Liabilities 2017: $4,871Net Assets 2017: $203,0242017Assets 2018: $276,032Liabilities 2018: $8,103Net Assets 2018: $267,9292018Assets 2019: $292,592Liabilities 2019: $4,139Net Assets 2019: $288,4532019Assets 2020: $384,291Liabilities 2020: $5,498Net Assets 2020: $378,7932020Assets 2021: $432,780Liabilities 2021: $0Net Assets 2021: $432,7802021Assets 2022: $457,810Liabilities 2022: $3,632Net Assets 2022: $454,1782022Assets 2023: $448,095Liabilities 2023: $5,352Net Assets 2023: $442,7432023Assets 2024: $458,288Liabilities 2024: $2,379Net Assets 2024: $455,9092024Assets 2025: $461,422Liabilities 2025: $5,761Net Assets 2025: $455,6612025

Highlighted filing

2020

Assets$384,291
Liabilities$5,498
Net Assets$378,793
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $149,658Expenses 2011: $157,563Net Income 2011: -$7,9052011Revenue 2012: $143,024Expenses 2012: $131,192Net Income 2012: $11,8322012Revenue 2013: $138,534Expenses 2013: $135,801Net Income 2013: $2,7332013Revenue 2014: $132,606Expenses 2014: $189,224Net Income 2014: -$56,6182014Revenue 2015: $150,189Expenses 2015: $185,113Net Income 2015: -$34,9242015Revenue 2016: $218,157Expenses 2016: $233,690Net Income 2016: -$15,5332016Revenue 2017: $228,718Expenses 2017: $213,739Net Income 2017: $14,9792017Revenue 2018: $245,975Expenses 2018: $181,070Net Income 2018: $64,9052018Revenue 2019: $212,682Expenses 2019: $192,158Net Income 2019: $20,5242019Revenue 2020: $250,942Expenses 2020: $143,647Net Income 2020: $107,2952020Revenue 2021: $212,052Expenses 2021: $158,065Net Income 2021: $53,9872021Revenue 2022: $209,182Expenses 2022: $201,324Net Income 2022: $7,8582022Revenue 2023: $204,552Expenses 2023: $222,112Net Income 2023: -$17,5602023Revenue 2024: $215,763Expenses 2024: $203,321Net Income 2024: $12,4422024Revenue 2025: $232,902Expenses 2025: $233,231Net Income 2025: -$3292025

Highlighted filing

2020

Revenue$250,942
Expenses$143,647
Net Income$107,295
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Oct 8, 2021
Return Version
2019v5.0
Gross Receipts
$250,942
Mission and Program Overview

Mission

To represent its members in their relations with their employers in all matters relating to employment conditions, including but not limited to wages, hours, and other terms and conditions of employments.

To represent its members in their relations with their employer in all matters relating to employment conditions, including but not limited to wages, hours and other terms and conditions of employments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$256,486$258,560▲ $2,074
Cash and Non-Interest-Bearing Accounts$32,784$121,859▲ $89,075
Land, Buildings, and Equipment, Net$3,903$3,872▼ $31
Total Assets$293,173$384,291▲ $91,118
Liabilities
Accounts Payable and Accrued Expenses$21,675$5,498▼ $16,177
Total Liabilities$21,675$5,498▼ $16,177
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$271,498$378,793▲ $107,295
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$271,498$378,793▲ $107,295
Total Liabilities and Net Assets / Fund Balance$293,173$384,291▲ $91,118

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,872$257$4,129
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dominic RizziPresident & Various TeamsPT$1,967$1,967
Maripaz BerlinVice President & Various TeamsPT$1,920$1,920
Shelley McCrackenSecretary & Various Teams-$1,700$1,700
Rebecca MunsonTreasurerPT$1,200$1,200
Nathan PhamParliamentarian-$1,200$1,200
Bob ProlaBargaining Team & Various Teams-$1,130$1,130
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$157,538
Investment Income
$0
Other Revenue
$93,404
Change in Net Assets
$107,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,159
Salaries, Compensation, and Employee Benefits$15,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$10,661$9,778$0$20,439
Occupancy-$20,410-$20,410
Other Salaries and Wages-$14,714-$14,714
Conferences and Meetings$9,953--$9,953
Benefits to Members$9,117--$9,117
Other Expenses$2,832$0$0$2,832
Office Expenses-$786-$786
Payroll Taxes-$657-$657
Insurance-$500-$500
Depreciation Depletion-$257-$257
Total Functional Expenses$94,087$49,560$0$143,647
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 board reviews the draft of Form 990 for comment, editing, and approval. Upon board approval, form 990 is finalized for signing and each board member receives a copy for the final return before filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is provided to all new hires who are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each employee at the time of their performance review.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined annually during the budgeting process. Employees receive routine reviews and their salary is adjusted based on merit and budgetary condisertaions. All salaries for employees are approved by the board during the budgetary process.”

Form 990, Part VI, Section C, Line 19

“No other documents available to public.”

Filing and Contact Details

Filer

Filer Name
Oak Grove Educators Association
EIN
94-2842639
Phone
4083631646
Address
4810 HARWOOD ROAD SUITE 101, SAN JOSE, CA 95124

Signing Officer

Name
Iris Himan
Title
Office Manager
Phone
4083631646
Signed
2021-10-08

Organization Details

Formed
1978
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“All other expenses to help the association and office run smoothly. Expenses include President's expenses, Executive Board expenses, Membership Engagement expenses, Bargaining Team expenses, Organizing Team expenses, Postage, Mileage Reimbursement, Cleaning, Dues and Subscriptions, and Committees Expenses.”

Financial Statement Notes

Schedule D, Part VI, Line 1D

“Equipment purchased for the office in 2015 which includes office chairs, furniture (tables, cabinets, bookshelves, and storage shelves) along with a copy machine, computer, and monitor.”

Raw XML Appendix369 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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Equipment purchased for the office in 2015 which includes office chairs, furniture (tables, cabinets, bookshelves, and storage shelves) along with a copy machine, computer, and monitor.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part VI, Line 1d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03872
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board reviews the draft of Form 990 for comment, editing, and approval. Upon board approval, form 990 is finalized for signing and each board member receives a copy for the final return before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy is provided to all new hires who are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each employee at the time of their performance review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is determined annually during the budgeting process. Employees receive routine reviews and their salary is adjusted based on merit and budgetary condisertaions. All salaries for employees are approved by the board during the budgetary process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No other documents available to public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All other expenses to help the association and office run smoothly. Expenses include President's expenses, Executive Board expenses, Membership Engagement expenses, Bargaining Team expenses, Organizing Team expenses, Postage, Mileage Reimbursement, Cleaning, Dues and Subscriptions, and Committees Expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0293173
IRS990/TotalAssetsEOYAmt0384291
IRS990/TotalAssetsGrp/BOYAmt0293173
IRS990/TotalAssetsGrp/EOYAmt0384291
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049560
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094087
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021675
IRS990/TotalLiabilitiesEOYAmt05498
IRS990/TotalLiabilitiesGrp/BOYAmt021675
IRS990/TotalLiabilitiesGrp/EOYAmt05498
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0271498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0378793
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt094087
IRS990/TotalProgramServiceRevenueAmt0157538
IRS990/TotalReportableCompFromOrgAmt09117
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0250942
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0250942
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0293173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0384291
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04810 HARWOOD ROAD SUITE 101
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095124
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0https://www.ogea.org
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0This filing is late due to office turnover and the Covid-19 Pandemic.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Iris Himan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Office Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum04083631646
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK GROVE EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0942842639
ReturnHeader/Filer/PhoneNum04083631646
ReturnHeader/Filer/USAddress/AddressLine1Txt04810 HARWOOD ROAD SUITE 101
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095124
ReturnHeader/ReturnTs02021-10-19T16:39:31-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,291
Liabilities
$5,498
Net assets
$378,793
Revenue
$250,942
Expenses
$143,647
Net income
$107,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.61$0.06$4.56$2.33$2.33$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.02$4.56$2.16$2.03$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.05$4.43$2.05$2.22$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.04$4.54$2.09$2.01$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$2.12$1.58$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.05$3.79$2.51$1.44$1.07
2019Summary only. Only limited summary data is available for this year.$2.93$0.04$2.88$2.13$1.92$0.21
2018Summary only. Only limited summary data is available for this year.$2.76$0.08$2.68$2.46$1.81$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.05$2.03$2.29$2.14$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.05$1.88$2.18$2.34$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.04$1.50$1.85$0.35
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.39$1.33$1.89$0.57
2013Summary only. Only limited summary data is available for this year.$2.95$0.00$1.39$1.36$0.03
2012Summary only. Only limited summary data is available for this year.$2.93$0.00$1.43$1.31$0.12
2011Summary only. Only limited summary data is available for this year.$2.82$0.02$1.50$1.58$0.08