Civic Intelligence

The Oaks School

990 • Fiscal year 2021 • EIN 95-4106117

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

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

90th percentile

0.76x

Higher debt load relative to assets than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.71x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$373,254

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.9%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$4,261,029

Flat from 2021

Net Assets

Flat

$1,018,249

Flat from 2021

Liabilities

Flat

$3,242,780

Flat from 2021

Revenue

Flat

$4,589,789

Flat from 2021

Expenses

Flat

$5,122,974

Flat from 2021

Net Income

Flat

-$533,185

Flat from 2021

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 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

2021

Assets$4,261,029
Liabilities$3,242,780
Net Assets$1,018,249

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 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

2021

Revenue$4,589,789
Expenses$5,122,974
Net Income-$533,185
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.2
Gross Receipts
$4,633,373
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$2,526,108$2,317,239▼ $208,869
Investments in Publicly Traded Securities$1,011,521$1,213,847▲ $202,326
Cash and Non-Interest-Bearing Accounts$531,458$551,357▲ $19,899
Prepaid Expenses and Deferred Charges$105,983$89,349▼ $16,634
Savings and Temporary Cash Investments$55,042$47,761▼ $7,281
Accounts Receivable$95,999$41,476▼ $54,523
Total Assets$4,342,982$4,261,029▼ $81,953
Other Assets Total$16,871$0▼ $16,871
Liabilities
Other Liabilities$936,162$1,040,901▲ $104,739
Unsecured Notes Loans Payable$617,077$902,469▲ $285,392
Mortgage Notes Payable Secured by Investment Property$350,433$512,659▲ $162,226
Accounts Payable and Accrued Expenses$406,376$438,062▲ $31,686
Deferred Revenue$656,473$348,689▼ $307,784
Total Liabilities$2,966,521$3,242,780▲ $276,259
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,246,025$863,055▼ $382,970
Net Assets With Donor Restrictions$130,436$155,194▲ $24,758
Total Net Assets Fund Balance$1,376,461$1,018,249▼ $358,212
Total Liabilities and Net Assets / Fund Balance$4,342,982$4,261,029▼ $81,953

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,158,778$1,783,178$3,941,956
Equipment$158,461$761,287$919,748
Other Land Buildings$0$20,000$20,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$626,176-▲ $118,853-$745,029
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodore HamoryHead of SchoolFT$273,048$100,206$373,254
Patricia Garcia WordAssistant Head of SchoolFT$139,212$8,423$147,635
Rocio SaucedoDirector of Finance and OperationsFT$121,287$10,109$131,396
Kathleen FalveyFaculty/trusteeFT$90,339$9,870$100,209

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$412,117
Program Service Revenue
$4,097,944
Investment Income
$39,182
Other Revenue
$40,546
All Other Contributions
$412,117
Change in Net Assets
$-533,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,589,789
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-361,748
Total Revenue per Audited Statements
$4,228,041
Total Revenue per Form 990
$4,589,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,935,542
Other Expenses$1,654,339
Grants and Similar Amounts Paid$533,093
Total Fundraising Expense$55,417
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,643,177$139,675$359$1,783,211
Current Officers, Directors, Trustees, and Key Employees$430,027$225,694$43,567$699,288
Occupancy$634,545$56,184-$690,729
Grants to Domestic Individuals$533,093--$533,093
Depreciation Depletion$244,243$26,608-$270,851
Other Employee Benefits$177,444$26,787$694$204,925
Payroll Taxes$136,908$21,063$2,308$160,279
All Other Expenses$48,359$101,580$5,618$155,557
Pension Plan Contributions$58,744$26,735$2,360$87,839
Information Technology$62,171$12,751$421$75,343
Insurance$57,176$14,295-$71,471
Fees for Services Accounting-$40,396-$40,396
Fees for Services Other$38,308$1,783-$40,091
Other Expenses$36,794$207-$37,001
Office Expenses$4,821$16,755$90$21,666
Interest$7,092$7,495-$14,587
Fees for Services Legal-$12,588-$12,588
Conferences and Meetings$4,241$3,700-$7,941
Advertising-$7,260-$7,260
Fees for Service Investment Mgmnt Fees-$3,628-$3,628
Total Functional Expenses$4,302,794$764,763$55,417$5,122,974

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,122,974
Expenses per Audited Statements$4,586,253
Total Expenses per Audited Statements$4,586,253
Expenses Not Reported on Financial Statements$536,721
Other Expense Adjustments$533,093
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$62,461
Fundraising Direct Expenses$43,584
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$57,811$57,811$9,033$48,778
Total Events$57,811$57,811$9,033$48,778
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$1,016,103
Capital Lease Obligation$24,798
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
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theodore Hamory
Formed
1986
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
11
Employees
35
Volunteers
35

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 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 -533,093. Investment expenses -3,628.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 533,093.

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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 116 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.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0THEODORE HAMORY
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICIA GARCIA WORD
IRS990/Form990PartVIISectionAGrp/PersonNm2ROCIO SAUCEDO
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN FALVEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ABBY WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm5DONALD GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm6JESSICA DAY
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm8RENE RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID YORKIN
IRS990/Form990PartVIISectionAGrp/PersonNm11JANINE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12LARA BERGTHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm13LIZ DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm14ASHLEY BUTLER POST
IRS990/Form990PartVIISectionAGrp/PersonNm15ASHLEY USICH-IHA
IRS990/Form990PartVIISectionAGrp/PersonNm16GREG MACEK
IRS990/Form990PartVIISectionAGrp/PersonNm17HEATHER WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm18LISA TARLOW-THURNAUER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0333391
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1139212
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2121287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt390339
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/ReportableCompFromOrgAmt180
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/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF FINANCE AND OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3FACULTY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
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/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt043584
IRS990/FundraisingGrossIncomeAmt062461
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0533093
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0533093
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0533093
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt04633373
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0421
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012751
IRS990/InformationTechnologyGrp/ProgramServicesAmt062171
IRS990/InformationTechnologyGrp/TotalAmt075343
IRS990/InsuranceGrp/ManagementAndGeneralAmt014295
IRS990/InsuranceGrp/ProgramServicesAmt057176
IRS990/InsuranceGrp/TotalAmt071471
IRS990/InterestGrp/ManagementAndGeneralAmt07495
IRS990/InterestGrp/ProgramServicesAmt07092
IRS990/InterestGrp/TotalAmt014587
IRS990/InvestmentIncomeGrp/ExclusionAmt039182
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039182
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01011521
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01213847
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02564465
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02526108
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02317239
IRS990/LandBldgEquipCostOrOtherBssAmt04881704
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/BOYAmt0350433
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0512659
IRS990/NetAssetsOrFundBalancesBOYAmt01376461
IRS990/NetAssetsOrFundBalancesEOYAmt01018249
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018877
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018877
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0174973
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01246025
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0863055
IRS990/NoncashContributionsAmt07134
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt056184
IRS990/OccupancyGrp/ProgramServicesAmt0634545
IRS990/OccupancyGrp/TotalAmt0690729
IRS990/OfficeExpensesGrp/FundraisingAmt090
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016755
IRS990/OfficeExpensesGrp/ProgramServicesAmt04821
IRS990/OfficeExpensesGrp/TotalAmt021666
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016871
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0694
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026787
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0177444
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0204925
IRS990/OtherExpensesGrp/Desc0PLANT EXPENSES
IRS990/OtherExpensesGrp/Desc1STUDENT AND CLASSROOM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019579
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1207
IRS990/OtherExpensesGrp/ProgramServicesAmt0185651
IRS990/OtherExpensesGrp/ProgramServicesAmt136794
IRS990/OtherExpensesGrp/TotalAmt0205230
IRS990/OtherExpensesGrp/TotalAmt137001
IRS990/OtherLiabilitiesGrp/BOYAmt0936162
IRS990/OtherLiabilitiesGrp/EOYAmt01040901
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt021669
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021669
IRS990/OtherRevenueTotalAmt021669
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0359
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0139675
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01643177
IRS990/OtherSalariesAndWagesGrp/TotalAmt01783211
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02308
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021063
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136908
IRS990/PayrollTaxesGrp/TotalAmt0160279
IRS990/PensionPlanContributionsGrp/FundraisingAmt02360
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026735
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt058744
IRS990/PensionPlanContributionsGrp/TotalAmt087839
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0105983
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt089349
IRS990/PrincipalOfficerNm0THEODORE HAMORY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITY FEE
IRS990/ProgramServiceRevenueGrp/Desc2AUXILIARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04076030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121834
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04076030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt280
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0433919
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0610615
IRS990/PYInvestmentIncomeAmt041255
IRS990/PYOtherExpensesAmt01574154
IRS990/PYOtherRevenueAmt014418
IRS990/PYProgramServiceRevenueAmt04756103
IRS990/PYRevenuesLessExpensesAmt053781
IRS990/PYSalariesCompEmpBnftPaidAmt03007145
IRS990/PYTotalExpensesAmt05191914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05245695
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-533185
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04097944
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055042
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047761
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED

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
2021Detailed filing. Detailed filing data is available for this year.$4.26$3.24$1.02$4.59$5.12$0.53
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