Civic Intelligence

The Oaks School

990 • Fiscal year 2019 • EIN 95-4106117

Jul 01, 2018 to Jun 30, 2019 • Filed on May 18, 2020

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

84th percentile

0.69x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.59x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

21st percentile

-7.9%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$375,835

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

17th percentile

-4.8%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

4.5%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$4,370,428

Down $221,167 (-4.8%) from 2018

Net Assets

Down

$1,335,866

Down $370,015 (-22%) from 2018

Liabilities

Up

$3,034,562

Up $148,848 (+5.2%) from 2018

Revenue

Up

$5,146,508

Up $220,137 (+4.5%) from 2018

Expenses

Up

$5,553,821

Up $227,037 (+4.3%) from 2018

Net Income

Down

-$407,313

Down $6,900 (-1.7%) from 2018

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

2019

Assets$4,370,428
Liabilities$3,034,562
Net Assets$1,335,866

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

2019

Revenue$5,146,508
Expenses$5,553,821
Net Income-$407,313
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 18, 2020
Return Version
2018v3.1
Gross Receipts
$5,165,930
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
Land, Buildings, and Equipment, Net$2,838,224$2,739,027▼ $99,197
Investments in Publicly Traded Securities$897,343$1,012,946▲ $115,603
Cash and Non-Interest-Bearing Accounts$43,267$320,816▲ $277,549
Prepaid Expenses and Deferred Charges$108,271$81,813▼ $26,458
Savings and Temporary Cash Investments$123,005$52,825▼ $70,180
Accounts Receivable$289,610$29,899▼ $259,711
Pledges and Grants Receivable$72,542$15,000▼ $57,542
Total Assets$4,591,595$4,370,428▼ $221,167
Other Assets Total$219,333$118,102▼ $101,231
Liabilities
Deferred Revenue$993,461$1,113,183▲ $119,722
Other Liabilities$1,111,770$1,063,652▼ $48,118
Mortgage Notes Payable Secured by Investment Property$363,662$488,575▲ $124,913
Accounts Payable and Accrued Expenses$416,821$369,152▼ $47,669
Total Liabilities$2,885,714$3,034,562▲ $148,848
Net Assets / Fund Balance
Unrestricted Net Assets$1,557,387$1,203,031▼ $354,356
Permanently Rstr Net Assets$125,000$125,000→ $0
Temporarily Rstr Net Assets$23,494$7,835▼ $15,659
Total Net Assets Fund Balance$1,705,881$1,335,866▼ $370,015
Total Liabilities and Net Assets / Fund Balance$4,591,595$4,370,428▼ $221,167

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,575,222$1,359,934$3,935,156
Equipment$163,805$653,925$817,730
Other Land Buildings$0$20,000$20,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$623,472-▲ $39,219$25,000$637,691
2017$611,700-▲ $11,772-$623,472
2016$572,672-▲ $39,028-$611,700
2015$555,765-▲ $16,907-$572,672
2014$554,379-▲ $1,386-$555,765
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodore HamoryHead of SchoolFT$270,440$105,395$375,835
Patty Garcia WordAssistant Head of SchoolFT$133,977$8,099$142,076
Rocio Saucedo From AprilDirector of Finance & OperationsFT$80,344$9,705$90,049

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Macadi Cleaning CorporationJanitorial Services23441 S POINTE DR STE 140, Laguna Hills, CA 92653$109,303
Revenue and Support

Revenue Composition

Contributions and Grants
$516,611
Program Service Revenue
$4,580,675
Investment Income
$27,271
Other Revenue
$21,951
All Other Contributions
$356,400
Change in Net Assets
$-407,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,143,362
Revenue Not Reported on Financial Statements
$3,146
Revenue Not Reported on Form 990
$-487,565
Total Revenue per Audited Statements
$4,655,797
Total Revenue per Form 990
$5,146,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,984,750
Other Expenses$2,044,208
Grants and Similar Amounts Paid$524,863
Total Fundraising Expense$127,278
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,755,314$287,374-$2,042,688
Occupancy$535,705$46,583-$582,288
Grants to Domestic Individuals$524,863--$524,863
Current Officers, Directors, Trustees, and Key Employees$296,006$130,851$76,543$503,400
Depreciation Depletion$218,304$38,109-$256,413
All Other Expenses$153,269$25,779$33,588$212,636
Payroll Taxes$156,781$25,668-$182,449
Other Employee Benefits$136,872$16,898-$153,770
Information Technology$107,296$16,941-$124,237
Other Expenses$111,378$32,394-$111,378
Pension Plan Contributions$87,769$14,426$248$102,443
Insurance$79,300$19,825-$99,125
Fees for Services Other$74,375$2,619$16,899$93,893
Fees for Services Accounting-$31,725-$31,725
Conferences and Meetings$23,999$6,000-$29,999
Office Expenses$10,828$17,711-$28,539
Interest$15,146$1,317-$16,463
Advertising-$8,170-$8,170
Fees for Services Legal-$4,954-$4,954
Fees for Service Investment Mgmnt Fees-$3,146-$3,146
Travel$3,134--$3,134
Total Functional Expenses$4,696,053$730,490$127,278$5,553,821

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,553,821
Expenses per Audited Statements$5,025,812
Total Expenses per Audited Statements$5,025,812
Expenses Not Reported on Financial Statements$528,009
Other Expense Adjustments$524,863
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 Direct Expenses$19,422
Fundraising Gross Income$19,422
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$179,633$19,422-$19,422
Total Events$179,633$19,422$19,422$0
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$1,030,637
Capital Lease Obligation$33,015
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
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 president, vice president, 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 A, Line 6

The members of the school consist of: families of students in the school, faculty and staff, and the board of trustees. A "family" is defined as persons who are responsible for a child/children enrolled in the oaks school, including but not limited to parents, stepparents, and guardians.

Form 990, Part VI, Section A, Line 7A

Each family has two votes, regardless of the number of children in the school or parents in the family. In dual household families, each household has one vote. All other members have one vote. No individual shall vote in more than one category. The board of directors are elected by the voting members. The faculty representative board member is elected separately by the faculty following a nomination process undertaken by the faculty.

Form 990, Part VI, Section A, Line 7B

With the exception of article ix of the bylaws pertaining to the school's dissolution, the bylaws may be amended by the vote of a majority of the members of the school, and such amendment must thereafter be approved by two-thirds (2/3) of the board of trustees, before it shall become effective.

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

The president 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.

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 Hamory
Title
Head of School
Phone
3238503755
Signed
2020-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theodore Hamory
Formed
1986
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
13
Employees
41
Volunteers
120

Preparer

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

Additional Explanations

Part XII, Line 2C

The process has not changed from the prior year.

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.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

FINANCIAL AID -524,863.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 524,863.

Raw XML AppendixShowing 400 of 663 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/BOYAmt0416821
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0369152
IRS990/AccountsReceivableGrp/BOYAmt0289610
IRS990/AccountsReceivableGrp/EOYAmt029899
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt08170
IRS990/AdvertisingGrp/TotalAmt08170
IRS990/AllOtherContributionsAmt0356400
IRS990/AllOtherExpensesGrp/FundraisingAmt033588
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt025779
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0153269
IRS990/AllOtherExpensesGrp/TotalAmt0212636
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0ROCIO SAUCEDO
IRS990/BooksInCareOfDetail/PhoneNum03238503755
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06817 FRANKLIN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090028
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt043267
IRS990/CashNonInterestBearingGrp/EOYAmt0320816
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt076543
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0130851
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0296006
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0503400
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06000
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt023999
IRS990/ConferencesMeetingsGrp/TotalAmt029999
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0109303
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt023441 S POINTE DR STE 140
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LAGUNA HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092653
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MACADI CLEANING CORPORATION
IRS990/ContractorCompensationGrp/ServicesDesc0JANITORIAL SERVICES
IRS990/ContriRptFundraisingEventAmt0160211
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0516611
IRS990/CYGrantsAndSimilarPaidAmt0524863
IRS990/CYInvestmentIncomeAmt027271
IRS990/CYOtherExpensesAmt02044208
IRS990/CYOtherRevenueAmt021951
IRS990/CYProgramServiceRevenueAmt04580675
IRS990/CYRevenuesLessExpensesAmt0-407313
IRS990/CYSalariesCompEmpBnftPaidAmt02984750
IRS990/CYTotalExpensesAmt05553821
IRS990/CYTotalFundraisingExpenseAmt0127278
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05146508
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0993461
IRS990/DeferredRevenueGrp/EOYAmt01113183
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt038109
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0218304
IRS990/DepreciationDepletionGrp/TotalAmt0256413
IRS990/Desc0THE OAKS SCHOOL PROVIDES QUALITY PRIVATE EDUCATION, KINDERGARTEN THROUGH SIXTH GRADE, FOR APPROXIMATELY 154 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt041
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04696053
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031725
IRS990/FeesForServicesAccountingGrp/TotalAmt031725
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04954
IRS990/FeesForServicesLegalGrp/TotalAmt04954
IRS990/FeesForServicesOtherGrp/FundraisingAmt016899
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02619
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt074375
IRS990/FeesForServicesOtherGrp/TotalAmt093893
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03146
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03146
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1535934
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt169705
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt178099
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID YORKIN
IRS990/Form990PartVIISectionAGrp/PersonNm1PHIL HAY
IRS990/Form990PartVIISectionAGrp/PersonNm2LARA BERGTHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm3JESSICA DAY
IRS990/Form990PartVIISectionAGrp/PersonNm4ABBY WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm5ABBY SIDER
IRS990/Form990PartVIISectionAGrp/PersonNm6ADAM GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7BERNARD FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8COLLEEN STANDISH
IRS990/Form990PartVIISectionAGrp/PersonNm9DONALD GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm10JANINE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA TARLOW THURNAUER
IRS990/Form990PartVIISectionAGrp/PersonNm12LIZ DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm13RENE RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm14SARA MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm15THEODORE HAMORY
IRS990/Form990PartVIISectionAGrp/PersonNm16ROCIO SAUCEDO FROM APRIL
IRS990/Form990PartVIISectionAGrp/PersonNm17PATTY GARCIA 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/ReportableCompFromOrgAmt15339901
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1680344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17133977
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/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/TitleTxt15HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0160211
IRS990/FundraisingDirectExpensesAmt019422
IRS990/FundraisingGrossIncomeAmt019422
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0524863
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0524863
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0524863
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt05165930
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016941
IRS990/InformationTechnologyGrp/ProgramServicesAmt0107296
IRS990/InformationTechnologyGrp/TotalAmt0124237
IRS990/InsuranceGrp/ManagementAndGeneralAmt019825
IRS990/InsuranceGrp/ProgramServicesAmt079300
IRS990/InsuranceGrp/TotalAmt099125
IRS990/InterestGrp/ManagementAndGeneralAmt01317
IRS990/InterestGrp/ProgramServicesAmt015146
IRS990/InterestGrp/TotalAmt016463
IRS990/InvestmentIncomeGrp/ExclusionAmt027271
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027271
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0897343
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01012946
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02033859
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02838224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02739027
IRS990/LandBldgEquipCostOrOtherBssAmt04772886
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
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/BOYAmt0363662
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0488575
IRS990/NetAssetsOrFundBalancesBOYAmt01705881
IRS990/NetAssetsOrFundBalancesEOYAmt01335866
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt037298
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt046583
IRS990/OccupancyGrp/ProgramServicesAmt0535705
IRS990/OccupancyGrp/TotalAmt0582288
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017711
IRS990/OfficeExpensesGrp/ProgramServicesAmt010828
IRS990/OfficeExpensesGrp/TotalAmt028539
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0219333
IRS990/OtherAssetsTotalGrp/EOYAmt0118102
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016898
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0136872
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0153770
IRS990/OtherExpensesGrp/Desc0PLANT EXPENSES
IRS990/OtherExpensesGrp/Desc1STUDENT AND CLASSROOM
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt032394
IRS990/OtherExpensesGrp/ProgramServicesAmt0292771
IRS990/OtherExpensesGrp/ProgramServicesAmt1112943
IRS990/OtherExpensesGrp/ProgramServicesAmt2111378
IRS990/OtherExpensesGrp/TotalAmt0325165
IRS990/OtherExpensesGrp/TotalAmt1112943
IRS990/OtherExpensesGrp/TotalAmt2111378
IRS990/OtherLiabilitiesGrp/BOYAmt01111770
IRS990/OtherLiabilitiesGrp/EOYAmt01063652
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt021951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021951
IRS990/OtherRevenueTotalAmt021951
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0287374
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01755314
IRS990/OtherSalariesAndWagesGrp/TotalAmt02042688
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025668
IRS990/PayrollTaxesGrp/ProgramServicesAmt0156781
IRS990/PayrollTaxesGrp/TotalAmt0182449
IRS990/PensionPlanContributionsGrp/FundraisingAmt0248
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014426
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt087769
IRS990/PensionPlanContributionsGrp/TotalAmt0102443
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0125000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0125000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt072542
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0108271
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt081813
IRS990/PrincipalOfficerNm0THEODORE HAMORY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1ENRICHMENT PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2SUMMER PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3OASIS AFTER SCHOOL CAR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04432386
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt171042
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04432386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt171042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328405
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0345043
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0565576
IRS990/PYInvestmentIncomeAmt026728
IRS990/PYOtherExpensesAmt02054965
IRS990/PYOtherRevenueAmt0274891
IRS990/PYProgramServiceRevenueAmt04279709
IRS990/PYRevenuesLessExpensesAmt0-400413
IRS990/PYSalariesCompEmpBnftPaidAmt02706243
IRS990/PYTotalExpensesAmt05326784
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04926371
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-407313
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04580675
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123005
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052825
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2019Detailed filing. Detailed filing data is available for this year.$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