Nonprofit · EIN 27-0232033
LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC
Tax-exempt · THOUSAND OAKS, CA 91360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990-EZ | $172,147 | $178,384 | -$6,237 | $115,953 | – | $115,953 |
| June 30, 2023 | 990-EZ | $169,310 | $212,579 | -$43,269 | $174,830 | $52,640 | $122,190 |
Financial details: 990-EZ for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $1,855
- Program service revenue
- $166,208
- Investment income
- $4,084
Expenses
- Compensation of officers, directors and key employees
- $78,881
- Salaries, compensation and benefits (total)
- $146,511
- Professional fees and payments to contractors
- $1,083
- Occupancy
- $11,500
- Printing, publications and postage
- $113
- Other expenses
- $19,177
Balance sheet and other
- Total assets, start of year
- $174,830
- Total assets, end of year
- $115,953
- Total liabilities, end of year
- –
- Net assets, end of year
- $115,953
- Cash, savings and investments
- $115,933
- Gross receipts
- $172,147
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurie B Gourley | Executive Dir. | 35 | $78,881 |
| Karen Shurtz | Trustee | 5 | $0 |
| Elaine Yamasaki | Trustee | 5 | $0 |
| Rick Shurtz | Trustee | 3 | $0 |
| Craig Hickerson | Trustee | 3 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurie B Gourley | Executive Dir. | 35 | $78,881 |
| Karen Shurtz | Trustee | 5 | $0 |
| Elaine Yamasaki | Trustee | 5 | $0 |
| Rick Shurtz | Trustee | 3 | $0 |
| Craig Hickerson | Trustee | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1336 N MOORPARK RD 194, THOUSAND OAKS, CA 91360-5224
- In care of
- % ELAINE YAKASAKI
- Mailing address (990-N for 2008)
- 1100 BUSINESS CENTER CIRCLE No B, NEWBURY PARK CA 91320
- Principal officer (990-N for 2008)
- KAREN SHURTZ, 1100 BUSINESS CENTER CIRCLE SUITE B, NEWBURY PARK CA 91320
- Signed the 990-EZ
- Elaine Hickerson, Treasurer
- Phone
- (805) 410-4046
- Website
- www.lomsaa.com
- Return prepared by
- Law Office of JT Gillingham
California records
California keeps its own records of charities and corporations. Search them by EIN 27-0232033 or by the name LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Provide middle-school aged children Christian educational opportunities to supplement their academic experience.
Program accomplishments
- Provide middle-school aged children Christian educational opportunities to supplement and augment their academic expierence and other related experiences
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-0232033
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N6A)
- Assets (IRS master file)
- $115,953
- Income (IRS master file)
- $172,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2024 | $172,147 | $178,384 | $115,953 | XML |
| 990-EZ | June 2023 | $169,310 | $212,579 | $174,830 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: KAREN SHURTZ | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0232033).
Questions about LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC
- What is the EIN of LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC?
- The employer identification number (EIN) of LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC is 27-0232033.
- Is LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2024.
- Who is the principal officer of LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC?
- The 990-N for 2008 names KAREN SHURTZ.
- Who are the officers and directors of LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC?
- The 990-EZ for the year ended June 30, 2024 lists 5 people; 1 received compensation from the organization, the highest $78,881 (Laurie B Gourley, Executive Dir.).
- How much revenue does LIVING OAKS MIDDLE SCHOOL ACADEMIC ALLIANCE INC have?
- On its 990-EZ for the year ended June 30, 2024 it reported revenue of $172,147, expenses of $178,384 and total assets of $115,953 at year end.
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All nonprofits in THOUSAND OAKS · California · Recreation and sports