Civic Intelligence

Oaks Parent-Child Workshop

EIN 95-1689449 • 501(c)3 • Santa Barbara, CA

Profile

Operate parent-teacher pre-school cooperative.

605 W Junipero StreetSanta Barbara, CA 93105-4213

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$836,328

Up $74,367 (+9.8%) from 2024

Liabilities

Up

$19

Up $19 from 2024

Net Assets

Up

$836,309

Up $74,348 (+9.8%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin73rd percentile

Revenue

Up

$374,077

Up $37,111 (+11%) from 2024

Expenses

Up

$299,729

Up $25,516 (+9.3%) from 2024

Net Income

Up

$74,348

Up $11,595 (+18%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0M$500K$0Assets 2011: $378,919Liabilities 2011: $0Net Assets 2011: $378,9192011Assets 2012: $419,885Liabilities 2012: $0Net Assets 2012: $419,8852012Assets 2013: $462,843Liabilities 2013: $0Net Assets 2013: $462,8432013Assets 2014: $509,466Liabilities 2014: $0Net Assets 2014: $509,4662014Assets 2015: $568,260Liabilities 2015: $0Net Assets 2015: $568,2602015Assets 2016: $568,886Liabilities 2016: $0Net Assets 2016: $568,8862016Assets 2017: $609,588Liabilities 2017: $1,290Net Assets 2017: $608,2982017Assets 2018: $601,230Liabilities 2018: $2,068Net Assets 2018: $599,1622018Assets 2019: $578,200Liabilities 2019: $1,478Net Assets 2019: $576,7222019Assets 2020: $589,561Liabilities 2020: $29,576Net Assets 2020: $559,9852020Assets 2021: $584,028Liabilities 2021: $29,482Net Assets 2021: $554,5462021Assets 2022: $625,126Liabilities 2022: $0Net Assets 2022: $625,1262022Assets 2023: $697,731Liabilities 2023: $0Net Assets 2023: $697,7312023Assets 2024: $761,961Liabilities 2024: $0Net Assets 2024: $761,9612024Assets 2025: $836,328Liabilities 2025: $19Net Assets 2025: $836,3092025

Highlighted filing

2025

Assets$836,328
Liabilities$19
Net Assets$836,309
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $184,603Expenses 2011: $144,463Net Income 2011: $40,1402011Revenue 2012: $176,362Expenses 2012: $135,396Net Income 2012: $40,9662012Revenue 2013: $199,206Expenses 2013: $156,248Net Income 2013: $42,9582013Revenue 2014: $202,599Expenses 2014: $155,976Net Income 2014: $46,6232014Revenue 2015: $218,171Expenses 2015: $159,377Net Income 2015: $58,7942015Revenue 2016: $172,457Expenses 2016: $171,831Net Income 2016: $6262016Revenue 2017: $198,883Expenses 2017: $159,471Net Income 2017: $39,4122017Revenue 2018: $227,790Expenses 2018: $241,184Net Income 2018: -$13,3942018Revenue 2019: $245,442Expenses 2019: $267,884Net Income 2019: -$22,4422019Revenue 2020: $215,739Expenses 2020: $232,477Net Income 2020: -$16,7382020Revenue 2021: $132,561Expenses 2021: $138,000Net Income 2021: -$5,4392021Revenue 2022: $291,675Expenses 2022: $221,095Net Income 2022: $70,5802022Revenue 2023: $307,510Expenses 2023: $234,905Net Income 2023: $72,6052023Revenue 2024: $336,966Expenses 2024: $274,213Net Income 2024: $62,7532024Revenue 2025: $374,077Expenses 2025: $299,729Net Income 2025: $74,3482025

Highlighted filing

2025

Revenue$374,077
Expenses$299,729
Net Income$74,348
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$836,328
Liabilities
$19
Net assets
$836,309
Revenue
$374,077
Expenses
$299,729
Net income
$74,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.36$0.00$8.36$3.74$3.00$0.74
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$3.37$2.74$0.63
2023Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$3.08$2.35$0.73
2022Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$2.92$2.21$0.71
2021Detailed filing. Detailed filing data is available for this year.$5.84$0.29$5.55$1.33$1.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.90$0.30$5.60$2.16$2.32$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.78$0.01$5.77$2.45$2.68$0.22
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.02$5.99$2.28$2.41$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.10$0.01$6.08$1.99$1.59$0.39
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$1.72$1.72$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$2.18$1.59$0.59
2014Summary only. Only limited summary data is available for this year.$5.09$0.00$5.09$2.03$1.56$0.47
2013Summary only. Only limited summary data is available for this year.$4.63$0.00$4.63$1.99$1.56$0.43
2012Summary only. Only limited summary data is available for this year.$4.20$0.00$4.20$1.76$1.35$0.41
2011Summary only. Only limited summary data is available for this year.$3.79$0.00$3.79$1.85$1.44$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Gross Receipts
$389,254
Mission and Program Overview

Mission

Operate parent-teacher pre-school cooperative.

PARENT COOP PRE-SCHOOL

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$761,961$836,309▲ $74,348
Savings and Temporary Cash Investments$442,255$507,922▲ $65,667
Land, Buildings, and Equipment, Net$310,742$319,442▲ $8,700
Investments in Publicly Traded Securities$8,964$8,964→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$761,961$836,328▲ $74,367
Liabilities
Other Liabilities$0$19▲ $19
Total Liabilities$0$19▲ $19
Net Assets / Fund Balance
Total Net Assets Fund Balance$761,961$836,309▲ $74,348
Total Liabilities and Net Assets / Fund Balance$761,961$836,328▲ $74,367

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$284,777-$284,777
Land$34,665-$34,665
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Whitney StockhoffChair
Katie KoehnVice -chair
Dana TheusBilling
Lauren BenonFund Raising
Brittany StinnerMembership
Idonarose EllisSecretary
Erik StromlundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,679
Program Service Revenue
$295,345
Investment Income
$11,838
Other Revenue
$30,215
All Other Contributions
$36,679
Change in Net Assets
$74,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$177,673
Other Expenses$122,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$164,539--$164,539
Insurance$25,789--$25,789
Occupancy$25,291--$25,291
Payroll Taxes$13,134--$13,134
All Other Expenses$12,949--$12,949
Fees for Services Accounting$10,486--$10,486
Other Expenses$5,149--$5,149
Fees for Services Other$1,935--$1,935
Advertising$648--$648
Fees for Services Legal$300--$300
Conferences and Meetings$200--$200
Office Expenses$76--$76
Total Functional Expenses$299,729$0$0$299,729
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,392
Fundraising Direct Expenses$15,177
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$32,412$32,412$980$31,432
Total Events$45,392$45,392$15,177$30,215
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Crdit Cards$19
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

“Form 990 is presented to the treasurer for review and approval. The return is then presented to the board of directors for final approval.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Oaks Parent-child Workshop
EIN
95-1689449
Phone
8056827609
Address
605 W JUNIPERO STREET, SANTA BARBARA, CA 93105-4213

Signing Officer

Name
Erik Stromlund
Title
Treasurer
Phone
8056827609
Signed
2025-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erik Stromlund
Formed
1958
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Robert M Renaud & Associates
Address
PO BOX 22508, SANTA BARBARA, CA 93121-2508
Preparer
Robert M Renaud
Phone
8059657737
Raw XML Appendix377 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/BuildingsGrp/BookValueAmt0284777
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0284777
IRS990ScheduleD/LandGrp/BookValueAmt034665
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034665
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CRDIT CARDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0319442
IRS990ScheduleD/TotalLiabilityAmt019
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0LOCAL NEWSPAPER, PAMPHLETS AND NOTICES
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015177
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02714
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045392
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030215
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011483
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012463
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0980
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE TREASURER FOR REVIEW AND APPROVAL. THE RETURN IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0761961
IRS990/TotalAssetsEOYAmt0836328
IRS990/TotalAssetsGrp/BOYAmt0761961
IRS990/TotalAssetsGrp/EOYAmt0836328
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036679
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299729
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt019
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0761961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0836309
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0299729
IRS990/TotalProgramServiceRevenueAmt0295345
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042053
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0295345
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0374077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0761961
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0836328
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0605 W JUNIPERO STREET
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093105
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK STROMLUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056827609
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKS PARENT-CHILD WORKSHOP
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0951689449
ReturnHeader/Filer/PhoneNum08056827609
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 W JUNIPERO STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0931054213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770383243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT M RENAUD & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 22508
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931212508
ReturnHeader/PreparerPersonGrp/PhoneNum08059657737
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M RENAUD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-10T16:29:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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