Civic Intelligence

The Oaks School

990 • Fiscal year 2020 • EIN 95-4106117

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

Organization ProfileWWW.OAKSSCHOOL.ORG

View Organization Page

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

0.68x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.57x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

41st percentile

1.0%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$370,262

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.6%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

1.9%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Flat

$4,342,982

Flat from 2020

Net Assets

Flat

$1,376,461

Flat from 2020

Liabilities

Flat

$2,966,521

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin41st percentile

Revenue

Flat

$5,245,695

Flat from 2020

Expenses

Flat

$5,191,914

Flat from 2020

Net Income

Flat

$53,781

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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 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

2020

Assets$4,342,982
Liabilities$2,966,521
Net Assets$1,376,461
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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 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

2020

Revenue$5,245,695
Expenses$5,191,914
Net Income$53,781
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.2
Gross Receipts
$5,386,197
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$2,739,027$2,526,108▼ $212,919
Investments in Publicly Traded Securities$1,012,946$1,011,521▼ $1,425
Cash and Non-Interest-Bearing Accounts$320,816$531,458▲ $210,642
Prepaid Expenses and Deferred Charges$81,813$105,983▲ $24,170
Accounts Receivable$29,899$95,999▲ $66,100
Savings and Temporary Cash Investments$52,825$55,042▲ $2,217
Pledges and Grants Receivable$15,000--
Total Assets$4,370,428$4,342,982▼ $27,446
Other Assets Total$118,102$16,871▼ $101,231
Liabilities
Other Liabilities$1,063,652$936,162▼ $127,490
Deferred Revenue$1,113,183$656,473▼ $456,710
Unsecured Notes Loans Payable-$617,077-
Accounts Payable and Accrued Expenses$369,152$406,376▲ $37,224
Mortgage Notes Payable Secured by Investment Property$488,575$350,433▼ $138,142
Total Liabilities$3,034,562$2,966,521▼ $68,041
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,203,031$1,246,025▲ $42,994
Net Assets With Donor Restrictions$132,835$130,436▼ $2,399
Total Net Assets Fund Balance$1,335,866$1,376,461▲ $40,595
Total Liabilities and Net Assets / Fund Balance$4,370,428$4,342,982▼ $27,446

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,370,438$1,571,518$3,941,956
Equipment$155,670$702,096$857,766
Other Land Buildings$0$20,000$20,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$637,691-▼ $11,515-$626,176
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
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodore HarmoryHead of SchoolFT$275,440$94,822$370,262
Patty Garcia-wordAssistant Head of SchoolFT$136,221$8,099$144,320
Rocio SaucedoDirector of Finance & OperationsFT$116,854$9,806$126,660

Board Members and Trustees

NameTitle
David YorkinBoard Chair
Phil HayVice Chair
Abby SiderTrustee
Abby WeintraubTrustee
Adam GreenfieldTrustee
Bernard FriedmanTrustee
Colleen StandishTrustee
Donald GrantTrustee
Janine JonesTrustee
Lisa Tarlow-thurnauerTrustee
Liz DeanTrustee
Rene RiveraTrustee
Sara MorrisTrustee
Lara BergtholdSecretary
Jessica DayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$433,919
Program Service Revenue
$4,756,103
Investment Income
$41,255
Other Revenue
$14,418
All Other Contributions
$313,919
Change in Net Assets
$53,781

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,242,421
Revenue Not Reported on Financial Statements
$3,274
Revenue Not Reported on Form 990
$-623,801
Total Revenue per Audited Statements
$4,618,620
Total Revenue per Form 990
$5,245,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,007,145
Other Expenses$1,574,154
Grants and Similar Amounts Paid$610,615
Total Fundraising Expense$25,271
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,908,535$135,431$367$2,044,333
Grants to Domestic Individuals$610,615--$610,615
Occupancy$535,708$46,583-$582,291
Current Officers, Directors, Trustees, and Key Employees$286,314$183,053$18,253$487,620
Depreciation Depletion$233,100$26,655-$259,755
Payroll Taxes$161,277$22,488$1,266$185,031
Other Employee Benefits$132,749$48,576$195$181,520
Pension Plan Contributions$74,683$32,412$1,546$108,641
Information Technology$87,099$19,307$421$106,827
Other Expenses$72,901$46,179-$72,901
Insurance$50,299$16,594-$66,893
All Other Expenses$38,971$17,942$3,223$60,136
Fees for Services Accounting-$56,218-$56,218
Office Expenses$28,348$23,672-$52,020
Fees for Services Other$21,888$7,538-$29,426
Travel$17,598$318-$17,916
Interest$15,339$1,334-$16,673
Conferences and Meetings$11,552$1,658-$13,210
Advertising-$6,502-$6,502
Fees for Services Legal-$5,295-$5,295
Fees for Service Investment Mgmnt Fees-$3,274-$3,274
Total Functional Expenses$4,465,614$701,029$25,271$5,191,914

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,191,914
Expenses per Audited Statements$4,578,025
Total Expenses per Audited Statements$4,578,025
Expenses Not Reported on Financial Statements$613,889
Other Expense Adjustments$610,615
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$140,502
Fundraising Gross Income$124,558
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Bazaar$61,871$61,871$50,064$11,807
Gala$167,052$57,052$64,369$-7,317
Total Events$228,923$118,923$121,031$-2,108
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$928,640
Capital Lease Obligation$7,522
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
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
2021-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theodore Hamory
Formed
1986
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
12
Employees
39
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

FORM 990, PART XI, LINE 9:

“Bad debt recovery 39,175.”

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 been granted exemption from income tax under sections 501(c)(3) of the internal revenue code and 23701(d) of the california revenue and taxation code. Accounting principles generally accepted in the united states of america 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 -610,615.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 610,615.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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 149 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 128 STUDENTS ATTENDING THE OAKS SCHOOL.
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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18099
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt29806
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0THEODORE HARMORY
IRS990/Form990PartVIISectionAGrp/PersonNm1PATTY GARCIA-WORD
IRS990/Form990PartVIISectionAGrp/PersonNm2ROCIO SAUCEDO
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID YORKIN
IRS990/Form990PartVIISectionAGrp/PersonNm4PHIL HAY
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA DAY
IRS990/Form990PartVIISectionAGrp/PersonNm6LARA BERGTHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm7ABBY WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm8ABBY SIDER
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm10BERNARD FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11COLLEEN STANDISH
IRS990/Form990PartVIISectionAGrp/PersonNm12DONALD GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm13JANINE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA TARLOW-THURNAUER
IRS990/Form990PartVIISectionAGrp/PersonNm15LIZ DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm16RENE RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm17SARA MORRIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0329811
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1136221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2116854
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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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0110000
IRS990/FundraisingDirectExpensesAmt0140502
IRS990/FundraisingGrossIncomeAmt0124558
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt010000
IRS990/GrantAmt0610615
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0610615
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0610615
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt05386197
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0421
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019307
IRS990/InformationTechnologyGrp/ProgramServicesAmt087099
IRS990/InformationTechnologyGrp/TotalAmt0106827
IRS990/InsuranceGrp/ManagementAndGeneralAmt016594
IRS990/InsuranceGrp/ProgramServicesAmt050299
IRS990/InsuranceGrp/TotalAmt066893
IRS990/InterestGrp/ManagementAndGeneralAmt01334
IRS990/InterestGrp/ProgramServicesAmt015339
IRS990/InterestGrp/TotalAmt016673
IRS990/InvestmentIncomeGrp/ExclusionAmt041255
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041255
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01012946
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01011521
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02293614
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02739027
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02526108
IRS990/LandBldgEquipCostOrOtherBssAmt04819722
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/BOYAmt0488575
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0350433
IRS990/NetAssetsOrFundBalancesBOYAmt01335866
IRS990/NetAssetsOrFundBalancesEOYAmt01376461
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-15944
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-15944
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-52361
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01203031
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01246025
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt046583
IRS990/OccupancyGrp/ProgramServicesAmt0535708
IRS990/OccupancyGrp/TotalAmt0582291
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023672
IRS990/OfficeExpensesGrp/ProgramServicesAmt028348
IRS990/OfficeExpensesGrp/TotalAmt052020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0118102
IRS990/OtherAssetsTotalGrp/EOYAmt016871
IRS990/OtherChangesInNetAssetsAmt039175
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0195
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048576
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0132749
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0181520
IRS990/OtherExpensesGrp/Desc0PLANT EXPENSES
IRS990/OtherExpensesGrp/Desc1STUDENT AND CLASSROOM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046179
IRS990/OtherExpensesGrp/ProgramServicesAmt0178638
IRS990/OtherExpensesGrp/ProgramServicesAmt172901
IRS990/OtherExpensesGrp/TotalAmt0224817
IRS990/OtherExpensesGrp/TotalAmt172901
IRS990/OtherLiabilitiesGrp/BOYAmt01063652
IRS990/OtherLiabilitiesGrp/EOYAmt0936162
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt030362
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030362
IRS990/OtherRevenueTotalAmt030362
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0367
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0135431
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01908535
IRS990/OtherSalariesAndWagesGrp/TotalAmt02044333
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01266
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022488
IRS990/PayrollTaxesGrp/ProgramServicesAmt0161277
IRS990/PayrollTaxesGrp/TotalAmt0185031
IRS990/PensionPlanContributionsGrp/FundraisingAmt01546
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032412
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt074683
IRS990/PensionPlanContributionsGrp/TotalAmt0108641
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt081813
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105983
IRS990/PrincipalOfficerNm0THEODORE HAMORY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT ACTIVITY FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04638046
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt197816
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04638046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt197816
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220241
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0516611
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0524863
IRS990/PYInvestmentIncomeAmt027271
IRS990/PYOtherExpensesAmt02044208
IRS990/PYOtherRevenueAmt021951
IRS990/PYProgramServiceRevenueAmt04580675
IRS990/PYRevenuesLessExpensesAmt0-407313
IRS990/PYSalariesCompEmpBnftPaidAmt02984750
IRS990/PYTotalExpensesAmt05553821
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05146508
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt053781
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04756103
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052825
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055042
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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,342,982
Liabilities
$2,966,521
Net assets
$1,376,461
Revenue
$5,245,695
Expenses
$5,191,914
Net income
$53,781
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
2020Detailed filing. Detailed filing data is available for this year.$4.34$2.97$1.38$5.25$5.19$0.05
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