Civic Intelligence

Blue Oak Charter School Inc.

990 • Fiscal year 2017 • EIN 02-0702969

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileBLUEOAKCHARTERSCHOOL.ORG
450 W East AvenueChico, CA 95926

(530) 879-7483

Siviq Scores

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

Liabilities / Assets

74th percentile

0.36x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.10x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

25th percentile

-6.6%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$39,450

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

15th percentile

-7.1%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-8.3%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,019,641

Down $78,328 (-7.1%) from 2016

Net Assets

Down

$650,392

Down $254,435 (-28%) from 2016

Liabilities

Up

$369,249

Up $176,107 (+91%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin25th percentile

Revenue

Down

$3,849,763

Down $349,803 (-8.3%) from 2016

Expenses

Down

$4,104,198

Down $207,735 (-4.8%) from 2016

Net Income

Down

-$254,435

Down $142,068 (-126%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,430,398Liabilities 2010: $285,943Net Assets 2010: $1,144,4552010Assets 2011: $1,847,812Liabilities 2011: $309,137Net Assets 2011: $1,538,6752011Assets 2012: $1,794,831Liabilities 2012: $179,132Net Assets 2012: $1,615,6992012Assets 2013: $1,793,278Liabilities 2013: $300,296Net Assets 2013: $1,492,9822013Assets 2014: $1,476,731Liabilities 2014: $143,534Net Assets 2014: $1,333,1972014Assets 2015: $1,188,637Liabilities 2015: $171,443Net Assets 2015: $1,017,1942015Assets 2016: $1,097,969Liabilities 2016: $193,142Net Assets 2016: $904,8272016Assets 2017: $1,019,641Liabilities 2017: $369,249Net Assets 2017: $650,3922017Assets 2018: $981,933Liabilities 2018: $469,139Net Assets 2018: $512,7942018Assets 2019: $865,871Liabilities 2019: $337,817Net Assets 2019: $528,0542019Assets 2020: $1,311,311Liabilities 2020: $779,982Net Assets 2020: $531,3292020Assets 2021: $1,391,618Liabilities 2021: $771,572Net Assets 2021: $620,0462021Assets 2022: $1,104,097Liabilities 2022: $480,920Net Assets 2022: $623,1772022Assets 2023: $5,490,643Liabilities 2023: $4,771,204Net Assets 2023: $719,4392023Assets 2024: $4,584,028Liabilities 2024: $4,131,239Net Assets 2024: $452,7892024

Highlighted filing

2017

Assets$1,019,641
Liabilities$369,249
Net Assets$650,392
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,633,2742010Expenses 2011: $2,117,2972011Expenses 2012: $2,722,6682012Revenue 2013: $2,921,904Expenses 2013: $3,044,621Net Income 2013: -$122,7172013Revenue 2014: $3,349,605Expenses 2014: $3,509,390Net Income 2014: -$159,7852014Revenue 2015: $3,631,157Expenses 2015: $3,947,160Net Income 2015: -$316,0032015Revenue 2016: $4,199,566Expenses 2016: $4,311,933Net Income 2016: -$112,3672016Revenue 2017: $3,849,763Expenses 2017: $4,104,198Net Income 2017: -$254,4352017Revenue 2018: $3,724,897Expenses 2018: $3,862,495Net Income 2018: -$137,5982018Revenue 2019: $4,029,162Expenses 2019: $4,013,902Net Income 2019: $15,2602019Revenue 2020: $3,552,305Expenses 2020: $3,549,030Net Income 2020: $3,2752020Revenue 2021: $3,641,157Expenses 2021: $3,552,440Net Income 2021: $88,7172021Revenue 2022: $4,238,730Expenses 2022: $4,235,599Net Income 2022: $3,1312022Revenue 2023: $4,383,914Expenses 2023: $4,287,652Net Income 2023: $96,2622023Revenue 2024: $4,396,717Expenses 2024: $4,663,367Net Income 2024: -$266,6502024

Highlighted filing

2017

Revenue$3,849,763
Expenses$4,104,198
Net Income-$254,435
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$3,849,763
Mission and Program Overview

Mission

To educate the whole child and to support the full development of each child's potential, using the waldorf-method of teaching

To educate the whole child and to support the full development of each child's potential, using the waldorf method of teaching.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$470,879$524,942▲ $54,063
Accounts Receivable$535,996$410,677▼ $125,319
Prepaid Expenses and Deferred Charges$50,155$56,022▲ $5,867
Savings and Temporary Cash Investments$40,939--
Total Assets$1,097,969$1,019,641▼ $78,328
Other Assets Total$0$28,000▲ $28,000
Liabilities
Accounts Payable and Accrued Expenses$193,142$369,249▲ $176,107
Total Liabilities$193,142$369,249▲ $176,107
Net Assets / Fund Balance
Unrestricted Net Assets$872,563$618,128▼ $254,435
Temporarily Rstr Net Assets$32,264$32,264→ $0
Total Net Assets Fund Balance$904,827$650,392▼ $254,435
Total Liabilities and Net Assets / Fund Balance$1,097,969$1,019,641▼ $78,328

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$521,343$620,588$1,141,931
Equipment$3,599$37,993$41,592
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan DomenighiniExecutive DirectorFT$37,409$2,041$39,450
Stephanie NicholsPrincipal/interim EdFT$3,355$1,020$4,375

Board Members and Trustees

NameTitle
Nena AnguianoBoard Chair
Karyn CornellVice Chair
TIGHE O'NEILLCFO
Elizabeth IngramCommunity Representa
Eric BergParent Rep
Jennifer EllingsonParent Rep
Greg WoodSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,760,386
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$89,377
All Other Contributions
$13,214
Change in Net Assets
$-254,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,849,763
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,849,763
Total Revenue per Form 990
$3,849,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,330,847
Other Expenses$1,773,351
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,612,614$109,527-$1,722,141
Occupancy$640,695--$640,695
Fees for Services Other$412,933$70,297-$483,230
Other Employee Benefits$181,425$49,883-$231,308
Pension Plan Contributions$182,623$21,445-$204,068
Depreciation Depletion$158,359--$158,359
Current Officers, Directors, Trustees, and Key Employees$101,253--$101,253
Other Expenses$78,065$2,816-$80,881
Payroll Taxes$57,300$14,777-$72,077
Insurance-$51,611-$51,611
Office Expenses$49,670--$49,670
Information Technology$31,945--$31,945
Fees for Services Legal-$31,613-$31,613
Fees for Services Management-$29,422-$29,422
Travel$7,251--$7,251
Advertising-$6,735-$6,735
Fees for Services Accounting-$6,100-$6,100
Interest-$5,386-$5,386
Total Functional Expenses$3,704,586$399,612$0$4,104,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,104,198
Total Expenses per Audited Statements$4,104,198
Total Expenses per Form 990$4,104,198
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

“Organization's process to review form 990 a copy of the form 990 is presented to the board for comments and/or approval prior to filing the form.”

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

“The officers, directors, and trustees all sign the conflict of interest policy on an annual basis, and the administrator reviews the forms for any conflicts of interests.”

Form 990, Part VI, Section B, Line 15

“The board reviews the compensation of the administrator on annual basis and uses comparable agencies' salary schedules to determine that compensation is approppriate and competitive.”

Form 990, Part VI, Section C, Line 19

“The documents are readily available to the public upon request. The school charter and bylaws are available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Blue Oak Charter School Inc
EIN
02-0702969
Phone
5308797483
Address
450 W EAST AVENUE, CHICO, CA 95926

Signing Officer

Name
Nena Anguiano
Title
Chair
Phone
5308797483
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nena Anguiano
Formed
2004
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
63
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees: program service expenses 412,933. Management and general expenses 70,297. Fundraising expenses 0. Total expenses 483,230.”

Financial Statement Notes

PART X, LINE 2:

“The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

Raw XML AppendixShowing 400 of 411 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0193142
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0369249
IRS990/AccountsReceivableGrp/BOYAmt0535996
IRS990/AccountsReceivableGrp/EOYAmt0410677
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE THE WHOLE CHILD AND TO SUPPORT THE FULL DEVELOPMENT OF EACH CHILD'S POTENTIAL, USING THE WALDORF METHOD OF TEACHING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06735
IRS990/AdvertisingGrp/TotalAmt06735
IRS990/AllOtherContributionsAmt013214
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CSMC
IRS990/BooksInCareOfDetail/PhoneNum09516943050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DRIVE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0101253
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101253
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03760386
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01773351
IRS990/CYOtherRevenueAmt089377
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-254435
IRS990/CYSalariesCompEmpBnftPaidAmt02330847
IRS990/CYTotalExpensesAmt04104198
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03849763
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0158359
IRS990/DepreciationDepletionGrp/TotalAmt0158359
IRS990/Desc0OPERATED A CLASSROOM-BASED PROGRAM FOR SUTDENTS IN KINDERGARTEN THROUGH GRADE EIGHT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt063
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03704586
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06100
IRS990/FeesForServicesAccountingGrp/TotalAmt06100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt031613
IRS990/FeesForServicesLegalGrp/TotalAmt031613
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt029422
IRS990/FeesForServicesManagementGrp/TotalAmt029422
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt070297
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0412933
IRS990/FeesForServicesOtherGrp/TotalAmt0483230
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt71020
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt82041
IRS990/Form990PartVIISectionAGrp/PersonNm0NENA ANGUIANO
IRS990/Form990PartVIISectionAGrp/PersonNm1KARYN CORNELL
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC BERG
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER ELLINGSON
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH INGRAM
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6TIGHE O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN DOMENIGHINI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt73355
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt837409
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PARENT REP
IRS990/Form990PartVIISectionAGrp/TitleTxt3PARENT REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMUNITY REPRESENTA
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRINCIPAL/INTERIM ED
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt03747172
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03849763
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt031945
IRS990/InformationTechnologyGrp/TotalAmt031945
IRS990/InsuranceGrp/ManagementAndGeneralAmt051611
IRS990/InsuranceGrp/TotalAmt051611
IRS990/InterestGrp/ManagementAndGeneralAmt05386
IRS990/InterestGrp/TotalAmt05386
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0658581
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0470879
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0524942
IRS990/LandBldgEquipCostOrOtherBssAmt01183523
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE THE WHOLE CHILD AND TO SUPPORT THE FULL DEVELOPMENT OF EACH CHILD'S POTENTIAL, USING THE WALDORF METHOD OF TEACHING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0904827
IRS990/NetAssetsOrFundBalancesEOYAmt0650392
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0640695
IRS990/OccupancyGrp/TotalAmt0640695
IRS990/OfficeExpensesGrp/ProgramServicesAmt049670
IRS990/OfficeExpensesGrp/TotalAmt049670
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt028000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049883
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0181425
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0231308
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02816
IRS990/OtherExpensesGrp/ProgramServicesAmt0190453
IRS990/OtherExpensesGrp/ProgramServicesAmt178065
IRS990/OtherExpensesGrp/TotalAmt0190453
IRS990/OtherExpensesGrp/TotalAmt180881
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER LOCAL REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt089377
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt089377
IRS990/OtherRevenueTotalAmt089377
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0109527
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01612614
IRS990/OtherSalariesAndWagesGrp/TotalAmt01722141
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014777
IRS990/PayrollTaxesGrp/ProgramServicesAmt057300
IRS990/PayrollTaxesGrp/TotalAmt072077
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt021445
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0182623
IRS990/PensionPlanContributionsGrp/TotalAmt0204068
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050155
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056022
IRS990/PrincipalOfficerNm0NENA ANGUIANO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04165285
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05
IRS990/PYOtherExpensesAmt01904695
IRS990/PYOtherRevenueAmt016185
IRS990/PYProgramServiceRevenueAmt018091
IRS990/PYRevenuesLessExpensesAmt0-112367
IRS990/PYSalariesCompEmpBnftPaidAmt02407238
IRS990/PYTotalExpensesAmt04311933
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04199566
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-254435
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040939
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0521343
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0620588
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01141931
IRS990ScheduleD/EquipmentGrp/BookValueAmt03599
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037993
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041592
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04104198
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03849763
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0524942
IRS990ScheduleD/TotalExpensesPerForm990Amt04104198
IRS990ScheduleD/TotalRevenuePerForm990Amt03849763
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03849763
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04104198
IRS990ScheduleE/ComplianceWithRevProc7550Ind00
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd00
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0BLUE OAK CHARTER SCHOOL IS A CALIFORNIA PUBLIC SCHOOL AND IS THEREFORE EXEMPT FROM PROC 75-50, 1975-2 C B 587. HOWEVER, THE POLICY IS PART OF OUR CHARTER DOCUMENT WHICH IS POSTED ON OUR WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO SCHOLARSHIPS. BLUE OAK CHARTER SCHOOL IS A PUBLIC SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2SCH E - FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION BLUE OAK CHARTER SCHOOL RECEIVES FUNDING FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND BUTTE COUNTY OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND/OR APPROVAL PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS, DIRECTORS, AND TRUSTEES ALL SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS, AND THE ADMINISTRATOR REVIEWS THE FORMS FOR ANY CONFLICTS OF INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE COMPENSATION OF THE ADMINISTRATOR ON ANNUAL BASIS AND USES COMPARABLE AGENCIES' SALARY SCHEDULES TO DETERMINE THAT COMPENSATION IS APPROPPRIATE AND COMPETITIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL CHARTER AND BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER FEES: PROGRAM SERVICE EXPENSES 412,933. MANAGEMENT AND GENERAL EXPENSES 70,297. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 483,230.
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 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt032264
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt032264
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01097969
IRS990/TotalAssetsEOYAmt01019641
IRS990/TotalAssetsGrp/BOYAmt01097969
IRS990/TotalAssetsGrp/EOYAmt01019641
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03760386
IRS990/TotalEmployeeCnt063
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0399612
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03704586
IRS990/TotalFunctionalExpensesGrp/TotalAmt04104198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0193142
IRS990/TotalLiabilitiesEOYAmt0369249
IRS990/TotalLiabilitiesGrp/BOYAmt0193142
IRS990/TotalLiabilitiesGrp/EOYAmt0369249
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0904827
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0650392
IRS990/TotalOtherCompensationAmt03061
IRS990/TotalProgramServiceExpensesAmt03704586
IRS990/TotalReportableCompFromOrgAmt040764
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089377
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03849763
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01097969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01019641
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07251
IRS990/TravelGrp/TotalAmt07251
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0872563
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0618128
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0450 W EAST AVENUE
IRS990/USAddress/CityNm0CHICO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095926
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://BLUEOAKCHARTERSCHOOL.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NENA ANGUIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05308797483
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE OAK CHARTER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0020702969
ReturnHeader/Filer/PhoneNum05308797483
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 W EAST AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095926
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE681536BB282677551256C729262022EF538507
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DEE558AAEB1900FAF6184FD262F22F0C77AD616
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:48:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,019,641
Liabilities
$369,249
Net assets
$650,392
Revenue
$3,849,763
Expenses
$4,104,198
Net income
-$254,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.58$4.13$0.45$4.40$4.66$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.49$4.77$0.72$4.38$4.29$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.48$0.62$4.24$4.24$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.77$0.62$3.64$3.55$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.78$0.53$3.55$3.55$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.34$0.53$4.03$4.01$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.47$0.51$3.72$3.86$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.37$0.65$3.85$4.10$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.19$0.90$4.20$4.31$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.17$1.02$3.63$3.95$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.14$1.33$3.35$3.51$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.30$1.49$2.92$3.04$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.18$1.62$2.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.31$1.54$2.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.29$1.14$1.63