Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$8,173,126
Down $259,650 (-3.1%) from 2011
Net Assets
Down$5,568,123
Down $1,037,625 (-16%) from 2011
Liabilities
Up$2,605,003
Up $777,975 (+43%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$3,970,259
Down $181,133 (-4.4%) from 2011
Net Income
-
No earlier filing loaded for comparison.
See schedule o. Blue oak school offers a challenging and stimulating education to children of diverse backgrounds and interests. Balancing structure with choice and the requirements of the group with the gifts of the individual, the school holds itself to the highest standards of responsible educational innovation, so that students develop the skills and habits of learning that endure. We provide an engaging, supportive, and diverse environment where learning is an active, joyful process of discovery for children in grades kindergarten through eighth.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 332017 |
| IRS990/AccountsReceivable/BOY | 0 | 28518 |
| IRS990/AccountsReceivable/EOY | 0 | 26293 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | Non-denominational independent school providing educational instruction grades kindergarten through eighth. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 1436 Polk Street |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Napa |
| IRS990/AddressPrincipalOfficerUS/State | 0 | CA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 94559 |
| IRS990/AllOtherContributions | 0 | 452508 |
| IRS990/AllOtherExpenses/Fundraising | 0 | 19047 |
| IRS990/AllOtherExpenses/ManagementAndGeneral | 0 | 25326 |
| IRS990/AllOtherExpenses/ProgramServices | 0 | 66588 |
| IRS990/AllOtherExpenses/Total | 0 | 110961 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
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| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
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| IRS990/CashNonInterestBearing/EOY | 0 | 17238 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CntrbtnsRprtdFundraisingEvents | 0 | 404623 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 1 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/ManagementAndGeneral | 0 | 576 |
| IRS990/ConferencesMeetings/ProgramServices | 0 | 18416 |
| IRS990/ConferencesMeetings/Total | 0 | 18992 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 857131 |
| IRS990/ContributionsGrantsPriorYear | 0 | 865076 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 1 |
| IRS990/DeferredRevenue/BOY | 0 | 232436 |
| IRS990/DeferredRevenue/EOY | 0 | 781037 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/ProgramServices | 0 | 195361 |
| IRS990/DepreciationDepletion/Total | 0 | 195361 |
| IRS990/DescribedIn501C3 | 0 | 1 |
| IRS990/Description | 0 | An independent non-denominational school providing educational instruction for students in grades kindergarden through eighth in the Napa Valley. |
| IRS990/DisregardedEntity | 0 | 0 |
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| IRS990/ElectionOfBoardMembers | 0 | 0 |
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| IRS990/ExcessBenefitTransaction | 0 | 0 |
| IRS990/Expense | 0 | 2630434 |
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| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 20313 |
| IRS990/FeesForServicesAccounting/Total | 0 | 20313 |
| IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral | 0 | 17038 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 17038 |
| IRS990/FeesForServicesLegal/ManagementAndGeneral | 0 | 6071 |
| IRS990/FeesForServicesLegal/Total | 0 | 6071 |
| IRS990/FeesForServicesOther/ManagementAndGeneral | 0 | 8011 |
| IRS990/FeesForServicesOther/ProgramServices | 0 | 24032 |
| IRS990/FeesForServicesOther/Total | 0 | 32043 |
| IRS990/FinancialStatementSeparate | 0 | X |
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| IRS990/ForeignOffice | 0 | 0 |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 11 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 12 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 13 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 14 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 15 | 40.00 |
| IRS990/Form990PartVIISectionA/Former | 0 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 0 | X |
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| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 9 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 10 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 11 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 12 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 13 | X |
| IRS990/Form990PartVIISectionA/KeyEmployee | 0 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | Peggy Burgess-Wilkinson |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | Tim Rodgers |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | Meredith Wilson |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | Caren Hatton |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | Jennifer Becker |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | Wendi Moore |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | David Green |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | Bruce Phillips |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | Penny Mallen |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | Sally Sheekey |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | Tracy Schuler |
| IRS990/Form990PartVIISectionA/NamePerson | 11 | Diane Schiefferly |
| IRS990/Form990PartVIISectionA/NamePerson | 12 | Lisa Cort |
| IRS990/Form990PartVIISectionA/NamePerson | 13 | David Drinkwater |
| IRS990/Form990PartVIISectionA/NamePerson | 14 | Gerald Mullaney |
| IRS990/Form990PartVIISectionA/NamePerson | 15 | Hal Hensler |
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| IRS990/Form990PartVIISectionA/Officer | 3 | X |
| IRS990/Form990PartVIISectionA/Officer | 4 | X |
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| IRS990/Form990PartVIISectionA/OtherCompensation | 13 | 38538 |
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| IRS990/Form990PartVIISectionA/OtherCompensation | 15 | 0 |
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| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
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| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 12 | 0 |
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| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 15 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 1 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 2 | Faculty Trustee |
| IRS990/Form990PartVIISectionA/Title | 3 | Secretary |
| IRS990/Form990PartVIISectionA/Title | 4 | Vice Chair |
| IRS990/Form990PartVIISectionA/Title | 5 | Chair |
| IRS990/Form990PartVIISectionA/Title | 6 | Treasurer |
| IRS990/Form990PartVIISectionA/Title | 7 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 8 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 9 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 10 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 11 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 12 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 13 | Head of School |
| IRS990/Form990PartVIISectionA/Title | 14 | Business Officer |
| IRS990/Form990PartVIISectionA/Title | 15 | Former Head of School |
| IRS990/Form990ProvidedToGoverningBody | 0 | 0 |
| IRS990/Form990-TFiled | 0 | 1 |
| IRS990/FormersListed | 0 | 1 |
| IRS990/FSAudited | 0 | 1 |
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| IRS990/FundraisingDirectExpenses | 0 | 558960 |
| IRS990/FundraisingEvents | 0 | 404623 |
| IRS990/Gaming | 0 | 0 |
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| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossIncomeFundraisingEvents | 0 | 732945 |
| IRS990/GrossReceipts | 0 | 4033751 |
| IRS990/GrossRents/Real | 0 | 20050 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
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| IRS990/InformationTechnology/ProgramServices | 0 | 14684 |
| IRS990/InformationTechnology/Total | 0 | 19579 |
| IRS990/Insurance/ManagementAndGeneral | 0 | 6846 |
| IRS990/Insurance/ProgramServices | 0 | 20537 |
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| IRS990/Interest/ManagementAndGeneral | 0 | 26774 |
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| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 1980772 |
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| IRS990/LandBuildingsEquipmentBasis | 0 | 5896171 |
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| IRS990/MethodOfAccountingAccrual | 0 | X |
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| IRS990/MissionDescription | 0 | See Schedule O. Blue Oak School offers a challenging and stimulating education to children of diverse backgrounds and interests. Balancing structure with choice and the requirements of the group with the gifts of the individual, the School holds itself to the highest standards of responsible educational innovation, so that students develop the skills and habits of learning that endure. We provide an engaging, supportive, and diverse environment where learning is an active, joyful process of discovery for children in grades kindergarten through eighth. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/MortNotesPyblSecuredInvestProp/BOY | 0 | 792406 |
| IRS990/MortNotesPyblSecuredInvestProp/EOY | 0 | 1091949 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Andrea Jennifer de Forest |
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| IRS990/OtherExpenses/Description | 0 | Financial Aid Discounts |
| IRS990/OtherExpenses/Description | 1 | Classroom Supplies & Fi |
| IRS990/OtherExpenses/Description | 2 | Maintenance and Repairs |
| IRS990/OtherExpenses/Description | 3 | Consulting |
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| IRS990/OtherExpenses/ManagementAndGeneral | 1 | 10305 |
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| IRS990/OtherExpenses/ProgramServices | 1 | 176407 |
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| IRS990/PensionPlanContributions/ManagementAndGeneral | 0 | 42361 |
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| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 1045096 |
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| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 22447 |
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| IRS990/ProgramServiceRevenueCY | 0 | 2385951 |
| IRS990/ProgramServiceRevenue/Description | 0 | Tuition |
| IRS990/ProgramServiceRevenue/Description | 1 | Summer and afterschool |
| IRS990/ProgramServiceRevenue/Description | 2 | Bookstore sales and ap |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 2568182 |
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| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 115151 |
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| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 115151 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 13643 |
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| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 289123 |
| IRS990ScheduleA/School170b1Aii | 0 | X |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
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| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990/ScheduleBRequired | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedEOYBalance | 0 | 0.06000 |
| IRS990ScheduleD/Buildings/BookValue | 0 | 3040628 |
| IRS990ScheduleD/Buildings/Depreciation | 0 | 621239 |
| IRS990ScheduleD/Buildings/OtherCostOrOtherBasis | 0 | 3661867 |
| IRS990ScheduleD/CurrentYear/BeginningOfYearBalance | 0 | 1944399 |
| IRS990ScheduleD/CurrentYear/Contributions | 0 | 22742 |
| IRS990ScheduleD/CurrentYear/EndOfYearBalance | 0 | 1957642 |
| IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses | 0 | 7539 |
| IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance | 0 | 1492942 |
| IRS990ScheduleD/CurrentYearMinus1Year/Contributions | 0 | 147127 |
| IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance | 0 | 1944399 |
| IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses | 0 | 310324 |
| IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures | 0 | 5994 |
| IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance | 0 | 2741684 |
| IRS990ScheduleD/CurrentYearMinus2Years/Contributions | 0 | -1248742 |
| IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance | 0 | 1492942 |
| IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance | 0 | 2739835 |
| IRS990ScheduleD/CurrentYearMinus3Years/Contributions | 0 | 1849 |
| IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance | 0 | 2741684 |
| IRS990ScheduleD/CurrentYear/OtherExpenditures | 0 | 17038 |
| IRS990ScheduleD/DonatedServicesAndFacilities | 0 | -468788 |
| IRS990ScheduleD/DonatedServicesUseOfFacilities | 0 | 540000 |
| IRS990ScheduleD/DonatedSrvcAndUseOfFacilities | 0 | 71212 |
| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | 0 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | -538706 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | -1037625 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 583238 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 3970259 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.