OAK GROVE INSTITUTE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OAK GROVE INSTITUTE FOUNDATION INC (EIN 33-0470446)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-08
- IRS object ID
- 201242219349300984
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-08T14:21:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954557617 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 East Colorado Blvd Suite M150 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330470446 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oak Grove Institute Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKG | NameControl |
| Phone | 9516775599 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24275 Jefferson Avenue | AddressLine1 |
| City | Murrieta | City |
| State | CA | State |
| ZIP Code | 92562 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tamara Wilson | Name |
| Title | CEO | Title |
| Phone | 9516775599 | Phone |
| Date Signed | 2012-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carmen D Mosley | Name |
| PTIN | P00475769 | PTIN |
| Phone | 6264036801 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tamara Wilson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24275 Jefferson Avenue | AddressLine1 |
| City | Murrieta | City |
| State | CA | State |
| ZIP Code | 92562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14600571 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.oakgrovecenter.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 364 | TotalNbrEmployees |
| Total Nbr Volunteers | 61 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7182061 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7859564 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6079514 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6596347 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93772 | InvestmentIncomePriorYear |
| Investment Income Current Year | 69970 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 45716 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19950 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13401063 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14545831 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 285412 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 246818 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8183140 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9156428 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2369501 | OtherExpensePriorYear |
| Other Expenses Current Year | 2427066 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10838053 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11830312 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2563010 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2715519 | RevenuesLessExpensesCY |
| Total Assets BOY | 15630118 | TotalAssetsBOY |
| Total Assets EOY | 18467863 | TotalAssetsEOY |
| Total Liabilities BOY | 4060331 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4206791 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11569787 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14261072 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5220038 | Expense |
| Revenue | 827802 | Revenue |
| Description | Oak Grove operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year, Oak Grove provided 26,821 days of care to 507 clients. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5169661 | Expense |
| Revenue | 5768545 | Revenue |
| Description | Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 36,858 days of attendance. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 305523 | Expense |
| Description | Wraparound Program is a program that provides community-based in-home intervention services that recognize the unique strengths and needs of the children or youth and family and includes the delivery of coordinated services to address those needs. The program targets children with significant mental health and/or behavioral issues who are Riverside County dependents ages 18 and under who are transitioning home, or to a home-like setting, from residential-based services or who are at risk of requiring placement into residential placement (i.e. group home) to a higher level of care. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10695222 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 364 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fe K Santiago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9516775599 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24275 Jefferson Avenue | AddressLine1 |
| City | Murrieta | City |
| State | CA | State |
| ZIP Code | 925627285 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Barry Soper | ||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 |
| Katherine Eggers-Bailey | ||||||
| Vice- Chairman | 1.00 | X | X | 0 | 0 | 0 |
| Johanna Roberts | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Bernardo Bramante | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Alyson Drago | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Lynn Effinger | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Ginger Larson | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Sonya Linden | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jonathan Martin | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kevin M McGuire Esq | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Theodore V Montgomery Jr | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Greg Pollock | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Marty Shea | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Tamara Wilson | ||||||
| Chief Executive Officer | 40.00 | X | 190000 | 0 | 13200 | |
| Fe Santiago | ||||||
| Chief Financial Officer | 16.00 | X | 73640 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 263640 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13200 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Worldwide Research Center Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 Los Alisos North | AddressLine1 |
| City | Fallbrook | City |
| State | CA | State |
| ZIP Code | 92028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Pychiatric services | DescriptionOfServices |
| Compensation | 108400 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 105563 | FundraisingEvents |
| Government Grants | 7202082 | GovernmentGrants |
| All Other Contributions | 551919 | AllOtherContributions |
| Noncash Contributions | 83422 | NoncashContributions |
| Total Contributions | 7859564 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Nonpublic school | 611600 | 5768545 | 5768545 |
| Private placement fees | 900099 | 597860 | 597860 |
| Nutrition and workabil | 900099 | 229942 | 229942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6596347 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69970 | TotalRevenueColumn |
| Exclusion | $69,970 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 54740 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 105563 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 54740 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 19950 | TotalRevenueColumn |
| Exclusion | $19,950 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19950 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14545831 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6596347 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $89,920 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246818 | Total |
| Program Services | 246818 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276840 | Total |
| Program Services | 173191 | ProgramServices |
| Management And General | 103649 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7240397 | Total |
| Program Services | 6706141 | ProgramServices |
| Management And General | 534256 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28061 | Total |
| Program Services | 24759 | ProgramServices |
| Management And General | 3302 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1063155 | Total |
| Program Services | 995625 | ProgramServices |
| Management And General | 67530 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547975 | Total |
| Program Services | 502736 | ProgramServices |
| Management And General | 45239 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 784 | Total |
| Program Services | 657 | ProgramServices |
| Management And General | 127 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24365 | Total |
| Program Services | 20407 | ProgramServices |
| Management And General | 3958 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370732 | Total |
| Program Services | 310500 | ProgramServices |
| Management And General | 60232 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174296 | Total |
| Program Services | 149415 | ProgramServices |
| Management And General | 24881 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54896 | Total |
| Program Services | 51636 | ProgramServices |
| Management And General | 3260 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593874 | Total |
| Program Services | 565294 | ProgramServices |
| Management And General | 28580 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305140 | Total |
| Program Services | 302520 | ProgramServices |
| Management And General | 2620 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144398 | Total |
| Program Services | 134479 | ProgramServices |
| Management And General | 9919 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362601 | Total |
| Program Services | 336241 | ProgramServices |
| Management And General | 26360 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Administrative | 110817 | 0 | 110817 |
| Bad debt | 70673 | 0 | 70673 |
| Personal, residential, | 59296 | 59296 | 0 |
| In-kind expense | 50715 | 27016 | 23699 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104479 | Total |
| Program Services | 88491 | ProgramServices |
| Management And General | 15988 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11830312 | Total |
| Program Services | 10695222 | ProgramServices |
| Management And General | 1135090 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106707 | BOY |
| EOY | 1453231 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6201146 | BOY |
| EOY | 5738738 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1919268 | BOY |
| EOY | 2887792 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67756 | BOY |
| EOY | 312675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12171798 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4885208 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6932826 | BOY |
| EOY | 7286590 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402415 | BOY |
| EOY | 788837 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15630118 | BOY |
| EOY | 18467863 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1071243 | BOY |
| EOY | 1238721 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2989088 | BOY |
| EOY | 2806024 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 162046 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4060331 | BOY |
| EOY | 4206791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11569787 | BOY |
| EOY | 14261072 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11569787 | BOY |
| EOY | 14261072 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15630118 | BOY |
| EOY | 18467863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2715519 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -24234 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5377517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5295592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5841542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7182061 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7859564 | CurrentTaxYear |
| Total | 31556276 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5377517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5295592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5841542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7182061 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7859564 | CurrentTaxYear |
| Total | 31556276 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 31556276 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 97953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69970 | CurrentTaxYear |
| Total | 413439 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 276010 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4961 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88280 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19950 | CurrentTaxYear |
| Total | 434917 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 32404632 | TotalSupport |
| Gross Receipts From Admissions Etc | 30257586 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97380 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97110 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1750000 | OtherCostOrOtherBasis |
| Book Value | 1750000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8416508 | OtherCostOrOtherBasis |
| Depreciation | 3332034 | Depreciation |
| Book Value | 5084474 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1269491 | OtherCostOrOtherBasis |
| Depreciation | 1029845 | Depreciation |
| Book Value | 239646 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 735799 | OtherCostOrOtherBasis |
| Depreciation | 523329 | Depreciation |
| Book Value | 212470 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7286590 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital lease obligation | Description |
| Amount | $162,046 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 162046 | TotalOfAmounts |
| Total Revenue | 14545831 | TotalRevenue |
| Total Expenses | 11830312 | TotalExpenses |
| Excess Or Deficit For Year | 2715519 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -24234 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -24234 | TotalAdjustments |
| Excess Or Deficit Per FS | 2691285 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14521597 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -24234 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -24234 | RevenueNotRptdF990 |
| Revenue Subtotal | 14545831 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14545831 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11830312 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11830312 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11830312 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | The Foundation is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Foundation in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Silent Auction | NameOfEvent1 |
| Gross Receipts Event1 | 80616 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 59486 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21130 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 10978 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 10152 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 62185 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 42753 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19432 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 14903 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 4529 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 17502 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 3324 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 14178 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 5713 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 8465 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 160303 | GrossReceiptsTotal |
| Charitable Contributions Total | 105563 | CharitableContributionsTotal |
| Gross Revenue Total Events | 54740 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 31594 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 23146 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 54740 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Various assistance to individuals | TypeOfGrant |
| Number Of Recipients | 507 | NumberOfRecipients |
| Amount Of Cash Grant | 246818 | AmountOfCashGrant |
| Method Of Valuation | Book value | MethodOfValuation |
| Description Of Non Cash Assistance | Food and dietary services, clothing, outing, personal, residential and rewards | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Oak Grove Institute Foundation disburses assistance to individuals based on eligibility and need. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tamara Wilson | NamePerson |
| Base Compensation Filing Org | 165000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 25000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13200 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 203200 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27015 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Estimated FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Donated supplies and computer software | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 56407 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Estimated FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| New Program Services | Form 990, Part III, line 2 | The Wraparound Program is a new service which was started in January 2011. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed and approved for filing by the organization's Audit Committee. The Audit Committee is composed of three board members, all of whom are voting members of the organization's governing body. A paper copy of the final Form 990 as filed is provided to each voting member of Oak Grove's governing body at its regularly scheduled board meeting immediately after the Form 990 was filed. | |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy is signed by each board member at the time of appointment. Monitoring and compliance is done at least twice a year during the June and December board meetings, and as the need arises depending on the subject being discussed. | |
| Form 990, Part VI, Section B, line 15 | The CEO's compensation was determined, reviewed and approved by the Executive Compensation Committee which is composed of the Chairman of the Board and two other members of the Board. At least two independent compensation surveys were used to determine its reasonableness and comparability to executive compensation paid by other organizations in the same industry and of similar size. The Executive Committee then engaged the services of an independent law firm to draft the Employment Agreement. The CEO's compensation is reviewed by the compensation committee annually. The current CFO's compensation was based on what was paid by the organization to its former CFO in 2003. The hourly rate was converted to salary in 2010. Since the current responsibilities do not warrant a full time position, the CFO is employed on a part-time basis and, therefore, does not receive benefits. When and if the governing body decides to make changes in the future, the CFO's compensation will be determined and approved by the CEO and Executive Compensation Committee. | |
| Form 990, Part VI, Section C, line 19 | Oak Grove makes its governing documents, conflict of interest policy, and financial statements and Form 990 available to the public upon request. A statement to this effect appears on the organization's website. | |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 5: | Net unrealized losses on investments: -24,234. |
| Form 990, Part XII, Line 2c: | There was no change in the process from the prior year. |
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