Civic Intelligence

The Oaks School

990 • Fiscal year 2015 • EIN 95-4106117

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

6817 Franklin AvenueHollywood, CA 90028

(323) 850-3755

Siviq Scores

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

Liabilities / Assets

81st percentile

0.64x

Higher debt load relative to assets than 81% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.51x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

22nd percentile

-6.0%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

88th percentile

$292,955

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

66th percentile

5.3%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$3,492,832

Up $175,961 (+5.3%) from 2014

Net Assets

Down

$1,258,695

Down $266,235 (-17%) from 2014

Liabilities

Up

$2,234,137

Up $442,196 (+25%) from 2014

Revenue

Up

$4,421,498

Up $458,214 (+12%) from 2014

Expenses

Up

$4,687,733

Up $726,849 (+18%) from 2014

Net Income

Down

-$266,235

Down $268,635 (-11193%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $2,544,572Liabilities 2011: $1,068,695Net Assets 2011: $1,475,8772011Assets 2012: $2,610,291Liabilities 2012: $896,901Net Assets 2012: $1,713,3902012Assets 2013: $3,396,714Liabilities 2013: $2,092,278Net Assets 2013: $1,304,4362013Assets 2014: $3,316,871Liabilities 2014: $1,791,941Net Assets 2014: $1,524,9302014Assets 2015: $3,492,832Liabilities 2015: $2,234,137Net Assets 2015: $1,258,6952015Assets 2016: $5,054,566Liabilities 2016: $2,813,053Net Assets 2016: $2,241,5132016Assets 2017: $4,911,617Liabilities 2017: $2,805,323Net Assets 2017: $2,106,2942017Assets 2018: $4,591,595Liabilities 2018: $2,885,714Net Assets 2018: $1,705,8812018Assets 2019: $4,370,428Liabilities 2019: $3,034,562Net Assets 2019: $1,335,8662019Assets 2020: $4,342,982Liabilities 2020: $2,966,521Net Assets 2020: $1,376,4612020Assets 2021: $4,261,029Liabilities 2021: $3,242,780Net Assets 2021: $1,018,2492021Assets 2022: $4,914,717Liabilities 2022: $4,238,640Net Assets 2022: $676,0772022Assets 2023: $9,328,262Liabilities 2023: $9,628,348Net Assets 2023: -$300,0862023Assets 2024: $8,596,772Liabilities 2024: $9,473,281Net Assets 2024: -$876,5092024

Highlighted filing

2015

Assets$3,492,832
Liabilities$2,234,137
Net Assets$1,258,695

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,144,940Expenses 2011: $3,099,660Net Income 2011: $45,2802011Revenue 2012: $3,507,864Expenses 2012: $3,270,351Net Income 2012: $237,5132012Revenue 2013: $3,609,282Expenses 2013: $4,018,236Net Income 2013: -$408,9542013Revenue 2014: $3,963,284Expenses 2014: $3,960,884Net Income 2014: $2,4002014Revenue 2015: $4,421,498Expenses 2015: $4,687,733Net Income 2015: -$266,2352015Revenue 2016: $5,680,106Expenses 2016: $4,697,288Net Income 2016: $982,8182016Revenue 2017: $4,741,224Expenses 2017: $4,876,442Net Income 2017: -$135,2182017Revenue 2018: $4,926,371Expenses 2018: $5,326,784Net Income 2018: -$400,4132018Revenue 2019: $5,146,508Expenses 2019: $5,553,821Net Income 2019: -$407,3132019Revenue 2020: $5,245,695Expenses 2020: $5,191,914Net Income 2020: $53,7812020Revenue 2021: $4,589,789Expenses 2021: $5,122,974Net Income 2021: -$533,1852021Revenue 2022: $4,905,007Expenses 2022: $5,091,683Net Income 2022: -$186,6762022Revenue 2023: $4,213,977Expenses 2023: $5,231,082Net Income 2023: -$1,017,1052023Revenue 2024: $5,242,677Expenses 2024: $5,873,931Net Income 2024: -$631,2542024

Highlighted filing

2015

Revenue$4,421,498
Expenses$4,687,733
Net Income-$266,235
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$7,290,870
Mission and Program Overview

Mission

In an atmosphere of mutual respect and responsibility, the oaks school prepares students to meet the world with the combined wisdom of an intelligent mind, a skilled hand, and a compassionate heart.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,470,976$1,840,166▼ $630,810
Cash and Non-Interest-Bearing Accounts$351,399$847,399▲ $496,000
Land, Buildings, and Equipment, Net$424,291$727,947▲ $303,656
Accounts Receivable$45,075$42,003▼ $3,072
Prepaid Expenses and Deferred Charges$25,130$35,317▲ $10,187
Total Assets$3,316,871$3,492,832▲ $175,961
Liabilities
Deferred Revenue$1,113,126$1,451,281▲ $338,155
Other Liabilities$66,595$308,608▲ $242,013
Accounts Payable and Accrued Expenses$180,390$271,397▲ $91,007
Mortgage Notes Payable Secured by Investment Property$431,830$202,851▼ $228,979
Total Liabilities$1,791,941$2,234,137▲ $442,196
Net Assets / Fund Balance
Unrestricted Net Assets$1,392,892$1,126,327▼ $266,565
Permanently Rstr Net Assets$125,000$125,000→ $0
Temporarily Rstr Net Assets$7,038$7,368▲ $330
Total Net Assets Fund Balance$1,524,930$1,258,695▼ $266,235
Total Liabilities and Net Assets / Fund Balance$3,316,871$3,492,832▲ $175,961

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$586,849$773,843$1,360,692
Equipment$127,831$489,327$617,158
Other Land Buildings$13,267$17,233$30,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$554,379-▲ $1,386-$555,765
2013$539,029-▲ $30,350$15,000$554,379
2012$300,000$239,029--$539,029
2011-$300,000--$300,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodore W HamoryHead of SchoolFT$233,515$59,440$292,955
Patty Garc a WordAssistant Head of SchoolFT$109,713$5,961$115,674
April VailTrustee/facultyFT$67,611$17,061$84,672

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Latin Studs ConstructionConstruction Services31183 CHERRY DRIVE, Castaic, CA 91384$231,850
Revenue and Support

Revenue Composition

Contributions and Grants
$366,318
Program Service Revenue
$3,714,313
Investment Income
$9,534
Other Revenue
$331,333
All Other Contributions
$325,230
Change in Net Assets
$-266,235

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,030,456
Revenue Not Reported on Financial Statements
$391,042
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$391,042
Total Revenue per Audited Statements
$4,030,456
Total Revenue per Form 990
$4,421,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,566,485
Other Expenses$1,730,206
Grants and Similar Amounts Paid$391,042
Total Fundraising Expense$118,325
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,437,743$332,110$18,600$1,788,453
Occupancy$482,825$128,346-$611,171
Grants to Domestic Individuals$391,042--$391,042
Current Officers, Directors, Trustees, and Key Employees$128,233$132,578$79,547$340,358
Other Employee Benefits$142,769$42,365$8,948$194,082
Fees for Services Other$141,952$33,056-$175,008
Payroll Taxes$118,698$35,223$7,439$161,360
Depreciation Depletion$104,832$27,867-$132,699
Other Expenses$118,159$41,328-$118,159
Pension Plan Contributions$60,491$17,950$3,791$82,232
Insurance-$57,758-$57,758
Information Technology$27,211$7,233-$34,444
Fees for Services Accounting-$18,690-$18,690
Office Expenses$14,263$3,792-$18,055
Travel$14,005--$14,005
Conferences and Meetings$11,420--$11,420
Fees for Services Legal-$3,842-$3,842
Total Functional Expenses$3,616,257$953,151$118,325$4,687,733

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,687,733
Expenses per Audited Statements$4,296,691
Total Expenses per Audited Statements$4,296,691
Expenses Not Reported on Financial Statements$391,042
Other Expense Adjustments$391,042
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$172,193
Fundraising Direct Expenses$67,623
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$137,947$96,859-$96,859
Holiday Bazaar$24,820$24,820$15,095$9,725
Total Events$162,767$121,679$61,425$60,254
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$308,608
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 A, Line 1

The executive committee is responsible for developing and overseeing a process of long range planning and evaluation that ensures development of the school consistent with its stated philosophy and goals. Membership of the executive committee will be comprised of the officers of the board including the board chair, vice chair, secretary and treasurer as well as the head of school and one or two other trustees as selected by the board. Subcommittees designated in support of the executive committee's charter may be composed of additional members and, in the case of long range planning, should include a broad and representative cross section of the membership.

Form 990, Part VI, Section B, Line 11

The chair of the board reviews and approves the tax return.

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

The school's conflict of interest policy covers all members of the board of trustees. Trustees are required to notify the board chair, in writing, of any potential conflict involving themselves or another board member. After receiving notification of a potential conflict of interest, the board of trustees shall first meet and determine whether or not the alleged conflict exists. No trustee who, directly or indirectly, is involved in the potential conflict of interest shall be present during this meeting. In addition, no trustee shall be counted in determining the existence of a quorum at any meeting of the board where the potential conflict of interest is considered nor shall the trustee vote on any action of the board regarding that potential conflict. All proceedings related to conflicts of interest are documented in the meeting minutes or as otherwise appropriate.

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

Compensation for the head of school is determined by the executive committee of the board. The executive committee is comprised of three independent members of the board. Compensation is determined based on the head of school's experience, comparable schools in size in the area, and any other useful sources. This process last occurred in 2014.

Form 990, Part VI, Section C, Line 19

The school makes its governing documents, conflict of policy, and financial statements avaialble to the public.

Filing and Contact Details

Filer

Filer Name
The Oaks School
EIN
95-4106117
Phone
3238503755
Address
6817 FRANKLIN AVENUE, HOLLYWOOD, CA 90028

Signing Officer

Name
Theodore W Hamory
Title
Head of School
Phone
3238503755
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theodore W Hamory
Formed
1986
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
16
Employees
41
Volunteers
120

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 N LAKE AVE SUITE 900, PASADENA, CA 91101
Preparer
Bared Dilacar
Phone
6267933600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The school's endowment consist of donor-restricted funds established for financial aid purposes as well as funds designated by the board of trustees to function as an endowment.

PART X, LINE 2:

The school has received favorable determination letters indicating it is exempt from federal income taxes and california franchise taxes as an organization described in section 501(c)(3) of the internal revenue code. 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 all of the positions taken by the school are more likely than not to be sustained upon examination. The returns are subject to examination by federal and state taxing authorities generally three and four years, respectively, after they are filed.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 391,042.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 391,042.

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IRS990/ActivityOrMissionDesc0IN AN ATMOSPHERE OF MUTUAL RESPECT AND RESPONSIBILITY, THE OAKS SCHOOL PREPARES STUDENTS TO MEET THE WORLD WITH THE COMBINED WISDOM OF AN INTELLIGENT MIND, A SKILLED HAND, AND A COMPASSIONATE HEART.
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IRS990/Desc0THE OAKS SCHOOL PROVIDES QUALITY PRIVATE EDUCATION, KINDERGARTEN THROUGH SIXTH GRADE, FOR APPROXIMATELY 160 STUDENTS.THE SCHOOL'S PHILOSOPHY IS FOUNDED ON THE BELIEF THAT BEST LEARNING OPPORTUNITIES ARE CREATED WHEN CHILDREN ARE ABLE TO SHARE IN THE RESPONSIBILITY FOR THEIR OWN EDUCATION, AND WHERE THEY FEEL SAFE TO TAKE RISKS, MAKE MISTAKES, AND MASTER SKILLS. CURRICULUM AT THE SCHOOL EDUCATES THE WHOLE CHILD. THROUGH PROJECT-BASED LEARNING, STUDENTS ARE ENCOURAGED TO EXPLORE, CHALLENGE, AND INTERPRET THE WORLD AROUND THEM.THE SCHOOL IS FULLY ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS.THE OAKS SCHOOL PROVIDES QUALITY AFTER SCHOOL CARE SERVICES AND ENRICHMENT PROGRAMS FOR APPROXIMATELY 100 STUDENTS ATTENDING THE OAKS SCHOOL.
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IRS990/Form990PartVIISectionAGrp/PersonNm14EMMA THOMAS NOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm15APRIL VAIL
IRS990/Form990PartVIISectionAGrp/PersonNm16SHANA WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm17THEODORE W HAMORY
IRS990/Form990PartVIISectionAGrp/PersonNm18PATTY GARC A WORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1567611
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17264715
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18109713
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE/FACULTY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt041088
IRS990/FundraisingDirectExpensesAmt067623
IRS990/FundraisingGrossIncomeAmt0172193
IRS990/GainOrLossGrp/SecuritiesAmt0-54602
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0391042
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0391042
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0391042
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02747147
IRS990/GrossReceiptsAmt07290870
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07233
IRS990/InformationTechnologyGrp/ProgramServicesAmt027211
IRS990/InformationTechnologyGrp/TotalAmt034444
IRS990/InsuranceGrp/ManagementAndGeneralAmt057758
IRS990/InsuranceGrp/TotalAmt057758
IRS990/InvestmentIncomeGrp/ExclusionAmt064136
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064136
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02470976
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01840166
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01280403
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0424291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0727947
IRS990/LandBldgEquipCostOrOtherBssAmt02008350
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02801749
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IN AN ATMOSPHERE OF MUTUAL RESPECT AND RESPONSIBILITY, THE OAKS SCHOOL PREPARES STUDENTS TO MEET THE WORLD WITH THE COMBINED WISDOM OF AN INTELLIGENT MIND, A SKILLED HAND, AND A COMPASSIONATE HEART.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0431830
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0202851
IRS990/NetAssetsOrFundBalancesBOYAmt01524930
IRS990/NetAssetsOrFundBalancesEOYAmt01258695
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-54602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-54602
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0104570
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0104570
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt05021
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0128346
IRS990/OccupancyGrp/ProgramServicesAmt0482825
IRS990/OccupancyGrp/TotalAmt0611171
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03792
IRS990/OfficeExpensesGrp/ProgramServicesAmt014263
IRS990/OfficeExpensesGrp/TotalAmt018055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08948
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042365
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0142769
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0194082
IRS990/OtherExpensesGrp/Desc0PLANT EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2STUDENT AND CLASSROOM E
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt071013
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt141328
IRS990/OtherExpensesGrp/ProgramServicesAmt0267143
IRS990/OtherExpensesGrp/ProgramServicesAmt1155471
IRS990/OtherExpensesGrp/ProgramServicesAmt2118159
IRS990/OtherExpensesGrp/TotalAmt0338156
IRS990/OtherExpensesGrp/TotalAmt1196799
IRS990/OtherExpensesGrp/TotalAmt2118159
IRS990/OtherLiabilitiesGrp/BOYAmt066595
IRS990/OtherLiabilitiesGrp/EOYAmt0308608
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0226763
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0226763
IRS990/OtherRevenueTotalAmt0226763
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018600
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0332110
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01437743
IRS990/OtherSalariesAndWagesGrp/TotalAmt01788453
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07439
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035223
IRS990/PayrollTaxesGrp/ProgramServicesAmt0118698
IRS990/PayrollTaxesGrp/TotalAmt0161360
IRS990/PensionPlanContributionsGrp/FundraisingAmt03791
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017950
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt060491
IRS990/PensionPlanContributionsGrp/TotalAmt082232
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0125000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0125000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025130
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035317
IRS990/PrincipalOfficerNm0THEODORE W HAMORY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03714313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03714313
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0316580
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0312582
IRS990/PYInvestmentIncomeAmt055351
IRS990/PYOtherExpensesAmt01357922
IRS990/PYOtherRevenueAmt0264696
IRS990/PYProgramServiceRevenueAmt03326657
IRS990/PYRevenuesLessExpensesAmt02400
IRS990/PYSalariesCompEmpBnftPaidAmt02290380
IRS990/PYTotalExpensesAmt03960884
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03963284
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-266235
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03714313
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.76180
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0554379
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0555765
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0539029
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0554379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0300000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0239029

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$9.47$0.88$5.24$5.87$0.63
2023Summary only. Only limited summary data is available for this year.$9.33$9.63$0.30$4.21$5.23$1.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$4.24$0.68$4.91$5.09$0.19
2021Summary only. Only limited summary data is available for this year.$4.26$3.24$1.02$4.59$5.12$0.53
2020Summary only. Only limited summary data is available for this year.$4.34$2.97$1.38$5.25$5.19$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$3.03$1.34$5.15$5.55$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$2.89$1.71$4.93$5.33$0.40
2017Summary only. Only limited summary data is available for this year.$4.91$2.81$2.11$4.74$4.88$0.14
2016Summary only. Only limited summary data is available for this year.$5.05$2.81$2.24$5.68$4.70$0.98
2015Detailed filing. Detailed filing data is available for this year.$3.49$2.23$1.26$4.42$4.69$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.32$1.79$1.52$3.96$3.96$0.00
2013Summary only. Only limited summary data is available for this year.$3.40$2.09$1.30$3.61$4.02$0.41
2012Summary only. Only limited summary data is available for this year.$2.61$0.90$1.71$3.51$3.27$0.24
2011Summary only. Only limited summary data is available for this year.$2.54$1.07$1.48$3.14$3.10$0.05