Civic Intelligence

Oak Grove School LLC

990 • Fiscal year 2023 • EIN 84-4449744

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 29, 2024

Organization Profile OAKGROVESCHOOL.ORG

220 West Lomita AveOjai, CA 93024

Siviq Scores

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

Higher debt load relative to assets than 92% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Higher net margin than 56% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Faster asset growth than 50% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2022 to 2023

Faster revenue growth than 77% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets92nd percentile

Assets

$8,956,947

No earlier filing loaded for comparison.

Net Assets

$245,248

No earlier filing loaded for comparison.

Liabilities

$8,711,699

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue82nd percentile Net Margin56th percentile

Revenue

$7,614,052

No earlier filing loaded for comparison.

Expenses

$7,059,060

No earlier filing loaded for comparison.

Net Income

$554,992

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2023

Assets$8,956,947

Liabilities$8,711,699

Net Assets$245,248

Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

Highlighted filing

2023

Revenue$7,614,052

Expenses$7,059,060

Net Income$554,992

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Jul 29, 2024
Return Version: 2022v5.0
Gross Receipts: $7,614,052

Mission and Program Overview

Mission

The mission of oak grove school is to assist students in developing those qualities of mind, heart, and body that will enable them to function with excellence, care, and responsibility in the modern world.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Accounts Receivable	$2,413,002	$2,388,774	▼ $24,228
Land, Buildings, and Equipment, Net	$1,235,552	$2,053,042	▲ $817,490
Investments in Publicly Traded Securities	-	$1,743,740	-
Investments Other Securities	$1,727,057	-	-
Cash and Non-Interest-Bearing Accounts	$1,838,277	$1,697,301	▼ $140,976
Pledges and Grants Receivable	-	$1,023,400	-
Prepaid Expenses and Deferred Charges	$924,138	$50,690	▼ $873,448
Total Assets	$8,419,945	$8,956,947	▲ $537,002
Other Assets Total	$281,919	$0	▼ $281,919
Liabilities
Other Liabilities	$8,711,277	$0	▼ $8,711,277
Deferred Revenue	-	$4,319,013	-
Unsecured Notes Loans Payable	-	$3,735,846	-
Accounts Payable and Accrued Expenses	$28,135	$656,840	▲ $628,705
Total Liabilities	$8,739,412	$8,711,699	▼ $27,713
Net Assets / Fund Balance
Net Assets With Donor Restrictions	$433,114	$358,134	▼ $74,980
Net Assets Without Donor Restrictions	$-752,581	$-112,886	▲ $639,695
Total Net Assets Fund Balance	$-319,467	$245,248	▲ $564,715
Total Liabilities and Net Assets / Fund Balance	$8,419,945	$8,956,947	▲ $537,002

Asset Categories

Asset	Book Value	Depreciation	Basis
Buildings	$1,793,956	$152,236	$1,946,192
Other Land Buildings	$185,655	$13,412	$199,067
Equipment	$73,431	$24,640	$98,071

Endowment Activity

Period	Beginning	Contrib.	Gain/Loss	Other Uses	End
2022	$2,889,013	-	▼ $44,398	$600,732	$2,243,883
2021	$4,827,835	$255,730	▼ $946,302	$1,248,250	$2,889,013
2020	$3,977,719	$300,000	▲ $1,397,143	$847,027	$4,827,835
2019	$4,831,258	-	▲ $157,760	$1,011,299	$3,977,719
2018	$4,550,504	$186,842	▲ $143,904	$50,000	$4,831,250

Compensation and Service Providers

Top Officer Pay59th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Jodi Grass	Head of School	FT	$153,769	$4,613	$158,382

Board Members and Trustees

Name	Title
Cathleen Lynch	Chair
Thomas Davis	Vice Chair
Deepa Pulipati	Trustee
Dennis Rice	Trustee
Duke Stump	Trustee
Erin Gerken	Trustee
Jonathan Solorzano	Trustee
Karen Hesli	Trustee
Mark Lee	Trustee
Myr Slosberg	Trustee
Nandini Lee	Trustee
Nikolette Huberman	Trustee
William Prather	Trustee

Highest Paid Contractors

Contractor	Services	Location	Compensation
Bill Morris Contracting INC	Building Retrofit/remodel	4882 MCGRATH ST 340, Ventura, CA 93003	$505,827
Phil's Custom Painting	Building Retrofit/remodel	160 GRAPEVINE RD, Oak View, CA 93022	$281,791
Mar Lawn & Landscape	Grounds Maintenance	PO BOX 634, Ojai, CA 93024	$111,105

Revenue and Support

Revenue Composition

Contributions and Grants: $2,291,441
Program Service Revenue: $5,265,719
Investment Income: $55,187
Other Revenue: $1,705
All Other Contributions: $1,582,360
Change in Net Assets: $554,992

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Salaries, Compensation, and Employee Benefits	$4,187,179
Other Expenses	$1,963,251
Grants and Similar Amounts Paid	$908,630
Total Fundraising Expense	$212,073
Professional Fundraising Fees	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Other Salaries and Wages	$2,680,217	$481,536	$81,633	$3,243,386
Grants to Domestic Individuals	$908,630	-	-	$908,630
Occupancy	$494,218	$109,628	$17,310	$621,156
Other Employee Benefits	$283,004	$60,315	$4,854	$348,173
Current Officers, Directors, Trustees, and Key Employees	$168,759	$99,538	$5,238	$273,535
Payroll Taxes	$221,222	$44,350	$6,713	$272,285
Office Expenses	$109,954	$109,285	$6,233	$225,472
Insurance	$133,172	$50,605	$7,990	$191,767
Travel	$137,536	-	-	$137,536
Depreciation Depletion	$78,606	$29,870	$4,716	$113,192
Other Expenses	$72,044	-	$72,619	$72,044
Pension Plan Contributions	$44,109	$3,327	$2,364	$49,800
All Other Expenses	$27,474	$18,325	$2,403	$48,202
Information Technology	$41,474	-	-	$41,474
Advertising	$30,143	-	-	$30,143
Fees for Services Legal	-	$25,546	-	$25,546
Fees for Services Accounting	-	$15,000	-	$15,000
Fees for Services Other	-	$13,089	-	$13,089
Fees for Service Investment Mgmnt Fees	-	$7,288	-	$7,288
Total Functional Expenses	$5,779,285	$1,067,702	$212,073	$7,059,060

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Krishnamurti Center	Ojai, CA	Education	501(c)(3)	Line 7	No
Krishnamurti Foundation of America	Ojai, CA	Operate Educational Institutions	501(c)(3)	Line 10	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 35% controlled entity: No
Business relationship with family members: No
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: Yes
Other officer compensation reviewed: No
Conflict-of-interest policy: Yes
Audited financial statements prepared: Yes
Key decisions subject to board approval: No
Management duties delegated: No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 and related schedules was circulated to the board of directors of the organization. Any questions they had were discussed with the tax preparer and changes were made if necessary.”

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

“The conflict of interest policy applies to members of the board of trustees, officers, employees, and key personnel of the organization. These individuals are considered "insiders" under the policy. After an insider discloses an interest and all material facts, the board is responsible for determining if a conflict of interest exists. The board deliberates on the transaction in the absence of the insider(s) and any other interested person(s) involved in the transaction. Conflicts of interest are reviewed and addressed at the board level. The board may ask questions and receive presentations from insiders and interested parties but deliberates and votes on the transaction in their absence to ensure impartiality. If the board determines that an insider has failed to disclose a conflict of interest, appropriate disciplinary and corrective action is taken. The policy prohibits voting members with conflicts from participating in matters pertaining to their compensation. The trustees are required to sign a conflict of interest policy annually.”

Form 990, Part VI, Section B, Line 15A

“The board approves the head of school salary based on data from the nais as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. Contemporaneous documentation and recordkeeping for deliberations and decisions occurs regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name: Oak Grove School LLC
EIN: 84-4449744
Phone: 8056468236
Address: 220 WEST LOMITA AVE, OJAI, CA 93024

Signing Officer

Name: Jodi Grass
Title: Head of School
Phone: 8056468236
Signed: 2024-07-29
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Jodi Grass
Formed: 2020
Legal Domicile: CA
Voting Board Members: 13
Independent Board Members: 13
Employees: 99
Volunteers: 320

Preparer

Firm: Armanino Llp
Address: 2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer: Katy Brown
Phone: 9257902600

Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intended use of the organization's endowment funds are for scholarships and operating costs.”

Raw XML AppendixShowing 400 of 630 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/AccountantCompileOrReviewInd	0	0
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt	0	28135
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt	0	656840
IRS990/AccountsReceivableGrp/BOYAmt	0	2413002
IRS990/AccountsReceivableGrp/EOYAmt	0	2388774
IRS990/ActivitiesConductedPrtshpInd	0	0
IRS990/ActivityOrMissionDesc	0	THE MISSION OF OAK GROVE SCHOOL IS TO ASSIST STUDENTS IN DEVELOPING THOSE QUALITIES OF MIND, HEART, AND BODY THAT WILL ENABLE THEM TO FUNCTION WITH EXCELLENCE, CARE, AND RESPONSIBILITY IN THE MODERN WORLD.
IRS990/AdvertisingGrp/ProgramServicesAmt	0	30143
IRS990/AdvertisingGrp/TotalAmt	0	30143
IRS990/AllOtherContributionsAmt	0	1582360
IRS990/AllOtherExpensesGrp/FundraisingAmt	0	2403
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt	0	18325
IRS990/AllOtherExpensesGrp/ProgramServicesAmt	0	27474
IRS990/AllOtherExpensesGrp/TotalAmt	0	48202
IRS990/AnnualDisclosureCoveredPrsnInd	0	1
IRS990/AuditCommitteeInd	0	1
IRS990/BackupWthldComplianceInd	0	1
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	SANDRA TORRES
IRS990/BooksInCareOfDetail/PhoneNum	0	8056468236
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	220 WEST LOMITA AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm	0	OJAI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd	0	93024
IRS990/BusinessRlnWith35CtrlEntInd	0	0
IRS990/BusinessRlnWithFamMemInd	0	0
IRS990/BusinessRlnWithOrgMemInd	0	0
IRS990/CashNonInterestBearingGrp/BOYAmt	0	1838277
IRS990/CashNonInterestBearingGrp/EOYAmt	0	1697301
IRS990/ChangeToOrgDocumentsInd	0	0
IRS990/CntrctRcvdGreaterThan100KCnt	0	3
IRS990/CollectionsOfArtInd	0	0
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt	0	5238
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt	0	99538
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt	0	168759
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt	0	273535
IRS990/CompensationFromOtherSrcsInd	0	0
IRS990/CompensationProcessCEOInd	0	1
IRS990/CompensationProcessOtherInd	0	0
IRS990/ConflictOfInterestPolicyInd	0	1
IRS990/ConservationEasementsInd	0	0
IRS990/ConsolidatedAuditFinclStmtInd	0	1
IRS990/ContractorCompensationGrp/CompensationAmt	0	505827
IRS990/ContractorCompensationGrp/CompensationAmt	1	281791
IRS990/ContractorCompensationGrp/CompensationAmt	2	111105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt	0	4882 MCGRATH ST 340
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt	1	160 GRAPEVINE RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt	2	PO BOX 634
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm	0	VENTURA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm	1	OAK VIEW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm	2	OJAI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	0	CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	1	CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	2	CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd	0	93003
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd	1	93022
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd	2	93024
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt	0	BILL MORRIS CONTRACTING INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt	1	PHIL'S CUSTOM PAINTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt	2	MAR LAWN & LANDSCAPE
IRS990/ContractorCompensationGrp/ServicesDesc	0	BUILDING RETROFIT/REMODEL
IRS990/ContractorCompensationGrp/ServicesDesc	1	BUILDING RETROFIT/REMODEL
IRS990/ContractorCompensationGrp/ServicesDesc	2	GROUNDS MAINTENANCE
IRS990/CreditCounselingInd	0	0
IRS990/CYBenefitsPaidToMembersAmt	0	0
IRS990/CYContributionsGrantsAmt	0	2291441
IRS990/CYGrantsAndSimilarPaidAmt	0	908630
IRS990/CYInvestmentIncomeAmt	0	55187
IRS990/CYOtherExpensesAmt	0	1963251
IRS990/CYOtherRevenueAmt	0	1705
IRS990/CYProgramServiceRevenueAmt	0	5265719
IRS990/CYRevenuesLessExpensesAmt	0	554992
IRS990/CYSalariesCompEmpBnftPaidAmt	0	4187179
IRS990/CYTotalExpensesAmt	0	7059060
IRS990/CYTotalFundraisingExpenseAmt	0	212073
IRS990/CYTotalProfFndrsngExpnsAmt	0	0
IRS990/CYTotalRevenueAmt	0	7614052
IRS990/DecisionsSubjectToApprovaInd	0	0
IRS990/DeductibleArtContributionInd	0	0
IRS990/DeductibleNonCashContriInd	0	0
IRS990/DeferredRevenueGrp/EOYAmt	0	4319013
IRS990/DelegationOfMgmtDutiesInd	0	0
IRS990/DepreciationDepletionGrp/FundraisingAmt	0	4716
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt	0	29870
IRS990/DepreciationDepletionGrp/ProgramServicesAmt	0	78606
IRS990/DepreciationDepletionGrp/TotalAmt	0	113192
IRS990/Desc	0	TO ASSIST STUDENTS IN DEVELOPING THOSE QUALITIES OF MIND, HEART, AND BODY THAT WILL ENABLE THEM TO FUNCTION WITH EXCELLENCE, CARE, AND RESPONSIBILITY IN THE MODERN WORLD.
IRS990/DescribedInSection501c3Ind	0	1
IRS990/DisregardedEntityInd	0	0
IRS990/DocumentRetentionPolicyInd	0	1
IRS990/DonorAdvisedFundInd	0	0
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt	0	433114
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt	0	358134
IRS990/DonorRstrOrQuasiEndowmentsInd	0	1
IRS990/ElectionOfBoardMembersInd	0	0
IRS990/EmployeeCnt	0	99
IRS990/EmploymentTaxReturnsFiledInd	0	1
IRS990/EngagedInExcessBenefitTransInd	0	0
IRS990/ExpenseAmt	0	5779285
IRS990/FamilyOrBusinessRlnInd	0	0
IRS990/FederalGrantAuditRequiredInd	0	0
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt	0	15000
IRS990/FeesForServicesAccountingGrp/TotalAmt	0	15000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt	0	25546
IRS990/FeesForServicesLegalGrp/TotalAmt	0	25546
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt	0	13089
IRS990/FeesForServicesOtherGrp/TotalAmt	0	13089
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt	0	7288
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt	0	7288
IRS990/ForeignActivitiesInd	0	0
IRS990/ForeignFinancialAccountInd	0	0
IRS990/ForeignOfficeInd	0	0
IRS990/Form8282PropertyDisposedOfInd	0	0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	0	10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	1	10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	2	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	3	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	4	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	5	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	6	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	7	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	8	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	9	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	10	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	11	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	12	3.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	13	40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	0	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	1	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	2	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	3	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	4	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	5	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	6	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	7	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	8	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	9	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	10	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	11	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	12	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	0	X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	0	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	1	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	2	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	3	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	4	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	5	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	6	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	7	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	8	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	9	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	10	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	11	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	12	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	13	4613
IRS990/Form990PartVIISectionAGrp/PersonNm	0	CATHLEEN LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm	1	THOMAS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm	2	ERIN GERKEN
IRS990/Form990PartVIISectionAGrp/PersonNm	3	KAREN HESLI
IRS990/Form990PartVIISectionAGrp/PersonNm	4	NIKOLETTE HUBERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm	5	MARK LEE
IRS990/Form990PartVIISectionAGrp/PersonNm	6	NANDINI LEE
IRS990/Form990PartVIISectionAGrp/PersonNm	7	WILLIAM PRATHER
IRS990/Form990PartVIISectionAGrp/PersonNm	8	DEEPA PULIPATI
IRS990/Form990PartVIISectionAGrp/PersonNm	9	DENNIS RICE
IRS990/Form990PartVIISectionAGrp/PersonNm	10	MYR SLOSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm	11	JONATHAN SOLORZANO
IRS990/Form990PartVIISectionAGrp/PersonNm	12	DUKE STUMP
IRS990/Form990PartVIISectionAGrp/PersonNm	13	JODI GRASS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	0	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	1	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	2	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	3	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	4	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	5	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	6	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	7	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	8	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	9	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	10	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	11	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	12	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	13	153769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	0	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	1	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	2	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	3	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	4	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	5	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	6	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	7	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	8	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	9	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	10	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	11	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	12	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	13	0
IRS990/Form990PartVIISectionAGrp/TitleTxt	0	CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt	1	VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt	2	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	3	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	4	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	5	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	6	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	7	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	8	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	9	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	10	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	11	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	12	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	13	HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd	0	1
IRS990/FormationYr	0	2020
IRS990/FormerOfcrEmployeesListedInd	0	0
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd	0	X
IRS990/FSAuditedInd	0	1
IRS990/FundraisingActivitiesInd	0	0
IRS990/GainOrLossGrp/SecuritiesAmt	0	468
IRS990/GamingActivitiesInd	0	0
IRS990/GoverningBodyVotingMembersCnt	0	13
IRS990/GovernmentGrantsAmt	0	549081
IRS990/GrantAmt	0	908630
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt	0	908630
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt	0	908630
IRS990/GrantsToIndividualsInd	0	1
IRS990/GrantsToOrganizationsInd	0	0
IRS990/GrantToRelatedPersonInd	0	0
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt	0	468
IRS990/GrossReceiptsAmt	0	7614052
IRS990/GrossRentsGrp/RealAmt	0	755
IRS990/GroupReturnForAffiliatesInd	0	0
IRS990/IncludeFIN48FootnoteInd	0	0
IRS990/IndependentAuditFinclStmtInd	0	0
IRS990/IndependentVotingMemberCnt	0	13
IRS990/IndivRcvdGreaterThan100KCnt	0	1
IRS990/IndoorTanningServicesInd	0	0
IRS990/InfoInScheduleOPartVIInd	0	X
IRS990/InformationTechnologyGrp/ProgramServicesAmt	0	41474
IRS990/InformationTechnologyGrp/TotalAmt	0	41474
IRS990/InsuranceGrp/FundraisingAmt	0	7990
IRS990/InsuranceGrp/ManagementAndGeneralAmt	0	50605
IRS990/InsuranceGrp/ProgramServicesAmt	0	133172
IRS990/InsuranceGrp/TotalAmt	0	191767
IRS990/InvestmentIncomeGrp/ExclusionAmt	0	54719
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt	0	54719
IRS990/InvestmentInJointVentureInd	0	0
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt	0	1727057
IRS990/InvestmentsPubTradedSecGrp/EOYAmt	0	1743740
IRS990/IRPDocumentCnt	0	36
IRS990/IRPDocumentW2GCnt	0	0
IRS990/LandBldgEquipAccumDeprecAmt	0	190288
IRS990/LandBldgEquipBasisNetGrp/BOYAmt	0	1235552
IRS990/LandBldgEquipBasisNetGrp/EOYAmt	0	2053042
IRS990/LandBldgEquipCostOrOtherBssAmt	0	2243330
IRS990/LegalDomicileStateCd	0	CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt	0	0
IRS990/LessRentalExpensesGrp/RealAmt	0	0
IRS990/LoanOutstandingInd	0	0
IRS990/LobbyingActivitiesInd	0	0
IRS990/LocalChaptersInd	0	0
IRS990/MaterialDiversionOrMisuseInd	0	0
IRS990/MembersOrStockholdersInd	0	0
IRS990/MethodOfAccountingAccrualInd	0	X
IRS990/MinutesOfCommitteesInd	0	1
IRS990/MinutesOfGoverningBodyInd	0	1
IRS990/MissionDesc	0	THE MISSION OF OAK GROVE SCHOOL IS TO ASSIST STUDENTS IN DEVELOPING THOSE QUALITIES OF MIND, HEART, AND BODY THAT WILL ENABLE THEM TO FUNCTION WITH EXCELLENCE, CARE, AND RESPONSIBILITY IN THE MODERN WORLD.
IRS990/MoreThan5000KToIndividualsInd	0	0
IRS990/MoreThan5000KToOrgInd	0	0
IRS990/NetAssetsOrFundBalancesBOYAmt	0	-319467
IRS990/NetAssetsOrFundBalancesEOYAmt	0	245248
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt	0	468
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt	0	468
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt	0	755
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt	0	755
IRS990/NetUnrelatedBusTxblIncmAmt	0	0
IRS990/NetUnrlzdGainsLossesInvstAmt	0	9723
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt	0	-752581
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt	0	-112886
IRS990/NondeductibleContributionsInd	0	0
IRS990/OccupancyGrp/FundraisingAmt	0	17310
IRS990/OccupancyGrp/ManagementAndGeneralAmt	0	109628
IRS990/OccupancyGrp/ProgramServicesAmt	0	494218
IRS990/OccupancyGrp/TotalAmt	0	621156
IRS990/OfficeExpensesGrp/FundraisingAmt	0	6233
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt	0	109285
IRS990/OfficeExpensesGrp/ProgramServicesAmt	0	109954
IRS990/OfficeExpensesGrp/TotalAmt	0	225472
IRS990/OfficerMailingAddressInd	0	0
IRS990/OperateHospitalInd	0	0
IRS990/Organization501c3Ind	0	X
IRS990/OrganizationFollowsFASB117Ind	0	X
IRS990/OtherAssetsTotalGrp/BOYAmt	0	281919
IRS990/OtherAssetsTotalGrp/EOYAmt	0	0
IRS990/OtherChangesInNetAssetsAmt	0	0
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt	0	4854
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt	0	60315
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt	0	283004
IRS990/OtherEmployeeBenefitsGrp/TotalAmt	0	348173
IRS990/OtherExpensesGrp/Desc	0	AUXILIARY ACTIVITIES
IRS990/OtherExpensesGrp/Desc	1	FOOD EXPENSE AND KITCHE
IRS990/OtherExpensesGrp/Desc	2	FUNDRAISING
IRS990/OtherExpensesGrp/Desc	3	TRAINING AND DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt	0	72619
IRS990/OtherExpensesGrp/ProgramServicesAmt	0	251415
IRS990/OtherExpensesGrp/ProgramServicesAmt	1	97308
IRS990/OtherExpensesGrp/ProgramServicesAmt	2	72044
IRS990/OtherExpensesGrp/TotalAmt	0	251415
IRS990/OtherExpensesGrp/TotalAmt	1	97308
IRS990/OtherExpensesGrp/TotalAmt	2	72619
IRS990/OtherExpensesGrp/TotalAmt	3	72044
IRS990/OtherLiabilitiesGrp/BOYAmt	0	8711277
IRS990/OtherLiabilitiesGrp/EOYAmt	0	0
IRS990/OtherRevenueMiscGrp/BusinessCd	0	900099
IRS990/OtherRevenueMiscGrp/Desc	0	OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt	0	950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	0	950
IRS990/OtherRevenueTotalAmt	0	950
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt	0	81633
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt	0	481536
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt	0	2680217
IRS990/OtherSalariesAndWagesGrp/TotalAmt	0	3243386
IRS990/PartialLiquidationInd	0	0
IRS990/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990/PayrollTaxesGrp/FundraisingAmt	0	6713
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt	0	44350
IRS990/PayrollTaxesGrp/ProgramServicesAmt	0	221222
IRS990/PayrollTaxesGrp/TotalAmt	0	272285
IRS990/PensionPlanContributionsGrp/FundraisingAmt	0	2364
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt	0	3327
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt	0	44109
IRS990/PensionPlanContributionsGrp/TotalAmt	0	49800
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt	0	1023400
IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt	0	924138
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt	0	50690
IRS990/PrincipalOfficerNm	0	JODI GRASS
IRS990/ProfessionalFundraisingInd	0	0
IRS990/ProgramServiceRevenueGrp/BusinessCd	0	611110
IRS990/ProgramServiceRevenueGrp/BusinessCd	1	722514
IRS990/ProgramServiceRevenueGrp/BusinessCd	2	611710
IRS990/ProgramServiceRevenueGrp/BusinessCd	3	611710
IRS990/ProgramServiceRevenueGrp/BusinessCd	4	611710
IRS990/ProgramServiceRevenueGrp/Desc	0	TUITION & BOARDING
IRS990/ProgramServiceRevenueGrp/Desc	1	LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc	2	AUXILIARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc	3	TRIP FEES
IRS990/ProgramServiceRevenueGrp/Desc	4	MATERIALS FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	4820770
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	1	182986
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	2	115613
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	3	106130
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	4	40220
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	0	4820770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	1	182986
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	2	115613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	3	106130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	4	40220
IRS990/ProhibitedTaxShelterTransInd	0	0
IRS990/PYBenefitsPaidToMembersAmt	0	0
IRS990/PYContributionsGrantsAmt	0	1091172
IRS990/PYExcessBenefitTransInd	0	0
IRS990/PYGrantsAndSimilarPaidAmt	0	791331
IRS990/PYInvestmentIncomeAmt	0	8291
IRS990/PYOtherExpensesAmt	0	1925579
IRS990/PYOtherRevenueAmt	0	0
IRS990/PYProgramServiceRevenueAmt	0	5005081
IRS990/PYRevenuesLessExpensesAmt	0	-425929
IRS990/PYSalariesCompEmpBnftPaidAmt	0	3813563
IRS990/PYTotalExpensesAmt	0	6530473
IRS990/PYTotalProfFndrsngExpnsAmt	0	0
IRS990/PYTotalRevenueAmt	0	6104544
IRS990/QuidProQuoContributionsInd	0	0
IRS990/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990/ReconcilationRevenueExpnssAmt	0	554992
IRS990/RegularMonitoringEnfrcInd	0	1
IRS990/RelatedEntityInd	0	1
IRS990/RelatedOrganizationCtrlEntInd	0	0
IRS990/RelatedOrganizationsAmt	0	160000
IRS990/RentalIncomeOrLossGrp/RealAmt	0	755
IRS990/ReportInvestmentsOtherSecInd	0	0
IRS990/ReportLandBuildingEquipmentInd	0	1
IRS990/ReportOtherAssetsInd	0	0
IRS990/ReportOtherLiabilitiesInd	0	0
IRS990/ReportProgramRelatedInvstInd	0	0
IRS990/RevenueAmt	0	5265719
IRS990ScheduleA/SchoolInd	0	X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990/ScheduleBRequiredInd	0	1
IRS990ScheduleD/BoardDesignatedBalanceEOYPct	0	0.52780
IRS990ScheduleD/BuildingsGrp/BookValueAmt	0	1793956
IRS990ScheduleD/BuildingsGrp/DepreciationAmt	0	152236
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt	0	1946192
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt	0	2889013
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt	0	2243883

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Assets: $8,956,947
Liabilities: $8,711,699
Net assets: $245,248
Revenue: $7,614,052
Expenses: $7,059,060
Net income: $554,992

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Detailed filing. Detailed filing data is available for this year.	$8.96	$8.71	$0.25	$7.61	$7.06	$0.55