Civic Intelligence

Oak Grove School LLC

990 • Fiscal year 2024 • EIN 84-4449744

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 24, 2025

Organization Profileoakgroveschool.org
220 West Lomita AvenueOjai, CA 93024

(805) 646-8236

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.07x

Higher debt load relative to assets than 93% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

1.50x

Higher debt load relative to revenue than 87% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$173,844

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-13%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$9,340,526

No earlier filing loaded for comparison.

Net Assets

-$640,763

No earlier filing loaded for comparison.

Liabilities

$9,981,289

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin13th percentile

Revenue

$6,648,150

No earlier filing loaded for comparison.

Expenses

$7,671,870

No earlier filing loaded for comparison.

Net Income

-$1,023,720

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0-$5.0MAssets 2024: $9,340,526Liabilities 2024: $9,981,289Net Assets 2024: -$640,7632024

Highlighted filing

2024

Assets$9,340,526
Liabilities$9,981,289
Net Assets-$640,763
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$10M$5.0M$0-$5.0MRevenue 2024: $6,648,150Expenses 2024: $7,671,870Net Income 2024: -$1,023,7202024

Highlighted filing

2024

Revenue$6,648,150
Expenses$7,671,870
Net Income-$1,023,720
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 24, 2025
Return Version
2023v6.0
Gross Receipts
$6,648,150
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
LineBeginningEndChange
Assets
Accounts Receivable$2,388,774$2,761,268▲ $372,494
Land, Buildings, and Equipment, Net$2,053,042$2,282,433▲ $229,391
Investments in Publicly Traded Securities$1,743,740$2,082,676▲ $338,936
Prepaid Expenses and Deferred Charges$50,690$1,084,816▲ $1,034,126
Cash and Non-Interest-Bearing Accounts$1,697,301$1,024,330▼ $672,971
Pledges and Grants Receivable$1,023,400$0▼ $1,023,400
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,956,947$9,340,526▲ $383,579
Other Assets Total-$105,003-
Liabilities
Deferred Revenue$4,319,013$5,462,430▲ $1,143,417
Other Liabilities-$4,110,462-
Unsecured Notes Loans Payable$3,735,846--
Accounts Payable and Accrued Expenses$656,840$408,397▼ $248,443
Total Liabilities$8,711,699$9,981,289▲ $1,269,590
Net Assets / Fund Balance
Net Assets With Donor Restrictions$358,134$336,008▼ $22,126
Net Assets Without Donor Restrictions$-112,886$-976,771▼ $863,885
Total Net Assets Fund Balance$245,248$-640,763▼ $886,011
Total Liabilities and Net Assets / Fund Balance$8,956,947$9,340,526▲ $383,579

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,060,742$340,306$2,401,048
Other Land Buildings$123,620-$123,620
Equipment$98,071-$98,071
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jodi GrassHead of SchoolFT$173,844$173,844
Sandra TorresBus. ManagerFT$100,426$100,426

Board Members and Trustees

NameTitle
Cathleen LynchChair
Thomas DavisVice Chair
Deepa PulipatiTrustee
Dennis RiceTrustee
Duke StumpTrustee
Erin GerkenTrustee
Jonathan SolorzanoTrustee
Karen HesliTrustee
Mark LeeTrustee
Myr SlosbergTrustee
Nandini LeeTrustee
Nikolette HubermanTrustee
William PratherTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bill Morris Contracting IncBuilding Retrofit/remodel4882 McGrath St 340, Ventura, CA 93003-
Mar Lawn & Landscaping Abel CaranzaGrounds MaintenancePO Box 634, Ojai, CA 93024-
Phils Custom PaintingBuilding Retrofit/remodel160 Grapevine Rd, Oak View, CA 93022-
Revenue and Support

Revenue Composition

Contributions and Grants
$869,285
Program Service Revenue
$5,693,477
Investment Income
$85,388
Other Revenue
$0
All Other Contributions
$869,285
Change in Net Assets
$-1,023,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,641,523
Other Expenses$2,065,416
Grants and Similar Amounts Paid$964,931
Total Fundraising Expense$232,733
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,124,173$377,355$134,939$3,636,467
Grants to Domestic Individuals$964,931--$964,931
All Other Expenses$481,329$111,295$71,347$663,971
Other Employee Benefits$285,107$71,737$5,799$362,643
Payroll Taxes$239,985$50,046$10,364$300,395
Insurance$255,973$28,441-$284,414
Current Officers, Directors, Trustees, and Key Employees-$274,270-$274,270
Occupancy$157,808--$157,808
Depreciation Depletion$150,018--$150,018
Other Expenses$103,745--$103,745
Pension Plan Contributions$58,304$6,876$2,568$67,748
Advertising$51,477-$7,716$59,193
Fees for Services Legal-$58,462-$58,462
Fees for Services Accounting-$50,265-$50,265
Office Expenses-$23,332-$23,332
Fees for Services Other-$13,370-$13,370
Fees for Services Management-$11,564-$11,564
Total Functional Expenses$6,362,124$1,077,013$232,733$7,671,870
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany liability$4,035,429
Lease Liability, Non Current$33,932
Other Current Liabilities$29,750
LEASE LIABILITY current$11,351
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 transation. 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 situation 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 AVENUE, OJAI, CA 93024

Signing Officer

Name
Jodi Grass
Title
Head of School
Signed
2025-01-24
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
107
Volunteers
320

Preparer

Firm
Farber Hass Hurley LLP
Address
300 E Esplanade Drive Suite 1400, Oxnard, CA 93036
Preparer
Warner Cutbill
Phone
8055048410
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,340,526
Liabilities
$9,981,289
Net assets
-$640,763
Revenue
$6,648,150
Expenses
$7,671,870
Net income
-$1,023,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.34$9.98$0.64$6.65$7.67$1.02