Civic Intelligence

Blue Oak School

990 • Fiscal year 2016 • EIN 95-4803542

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

1436 Polk StreetNapa, CA 94559

(707) 261-4500

Siviq Scores

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

Liabilities / Assets

67th percentile

0.37x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.65x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$254,987

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,186,981

Down $1,105,743 (-12%) from 2015

Net Assets

Down

$5,137,534

Down $1,239,133 (-19%) from 2015

Liabilities

Up

$3,049,447

Up $133,390 (+4.6%) from 2015

Revenue

Up

$4,683,522

Up $783,578 (+20%) from 2015

Expenses

Up

$5,258,166

Up $985,956 (+23%) from 2015

Net Income

Down

-$574,644

Down $202,378 (-54%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $7,775,177Liabilities 2010: $1,743,624Net Assets 2010: $6,031,5532010Assets 2011: $8,432,776Liabilities 2011: $1,827,028Net Assets 2011: $6,605,7482011Assets 2012: $8,173,126Liabilities 2012: $2,605,003Net Assets 2012: $5,568,1232012Assets 2013: $8,375,576Liabilities 2013: $2,921,223Net Assets 2013: $5,454,3532013Assets 2014: $9,618,928Liabilities 2014: $2,752,932Net Assets 2014: $6,865,9962014Assets 2015: $9,292,724Liabilities 2015: $2,916,057Net Assets 2015: $6,376,6672015Assets 2016: $8,186,981Liabilities 2016: $3,049,447Net Assets 2016: $5,137,5342016Assets 2017: $7,414,058Liabilities 2017: $3,530,022Net Assets 2017: $3,884,0362017Assets 2018: $13,075,909Liabilities 2018: $8,267,993Net Assets 2018: $4,807,9162018Assets 2019: $9,952,834Liabilities 2019: $3,597,311Net Assets 2019: $6,355,5232019Assets 2020: $8,093,532Liabilities 2020: $3,493,123Net Assets 2020: $4,600,4092020Assets 2021: $17,662,974Liabilities 2021: $3,894,586Net Assets 2021: $13,768,3882021Assets 2022: $23,944,668Liabilities 2022: $5,059,544Net Assets 2022: $18,885,1242022Assets 2023: $24,122,565Liabilities 2023: $5,630,862Net Assets 2023: $18,491,7032023Assets 2024: $34,619,701Liabilities 2024: $13,924,641Net Assets 2024: $20,695,0602024

Highlighted filing

2016

Assets$8,186,981
Liabilities$3,049,447
Net Assets$5,137,534

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,201,0402010Expenses 2011: $4,151,3922011Expenses 2012: $3,970,2592012Revenue 2013: $4,225,294Expenses 2013: $4,052,434Net Income 2013: $172,8602013Revenue 2014: $4,103,089Expenses 2014: $3,890,820Net Income 2014: $212,2692014Revenue 2015: $3,899,944Expenses 2015: $4,272,210Net Income 2015: -$372,2662015Revenue 2016: $4,683,522Expenses 2016: $5,258,166Net Income 2016: -$574,6442016Revenue 2017: $3,895,204Expenses 2017: $4,832,987Net Income 2017: -$937,7832017Revenue 2018: $3,275,728Expenses 2018: $4,886,154Net Income 2018: -$1,610,4262018Revenue 2019: $6,986,904Expenses 2019: $5,499,019Net Income 2019: $1,487,8852019Revenue 2020: $3,881,096Expenses 2020: $5,636,210Net Income 2020: -$1,755,1142020Revenue 2021: $15,459,309Expenses 2021: $6,291,330Net Income 2021: $9,167,9792021Revenue 2022: $11,567,188Expenses 2022: $6,450,452Net Income 2022: $5,116,7362022Revenue 2023: $5,971,252Expenses 2023: $6,364,673Net Income 2023: -$393,4212023Revenue 2024: $8,522,573Expenses 2024: $6,077,762Net Income 2024: $2,444,8112024

Highlighted filing

2016

Revenue$4,683,522
Expenses$5,258,166
Net Income-$574,644
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$5,104,477
Mission and Program Overview

Mission

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.

Non-denominational independent school providing educational instruction kindergarten to eighth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,299,968$4,150,224▼ $149,744
Investments Other Securities$2,675,619$2,544,329▼ $131,290
Cash and Non-Interest-Bearing Accounts$594,906$949,991▲ $355,085
Pledges and Grants Receivable$1,032,735$525,989▼ $506,746
Prepaid Expenses and Deferred Charges$9,905$8,551▼ $1,354
Accounts Receivable$9,916$4,620▼ $5,296
Savings and Temporary Cash Investments$659,393$1,277▼ $658,116
Total Assets$9,292,724$8,186,981▼ $1,105,743
Other Assets Total$10,282$2,000▼ $8,282
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,413,032$1,699,019▲ $285,987
Deferred Revenue$1,192,820$949,479▼ $243,341
Accounts Payable and Accrued Expenses$310,205$400,949▲ $90,744
Total Liabilities$2,916,057$3,049,447▲ $133,390
Net Assets / Fund Balance
Unrestricted Net Assets$2,952,131$2,313,393▼ $638,738
Permanently Rstr Net Assets$2,071,899$2,071,899→ $0
Temporarily Rstr Net Assets$1,352,637$752,242▼ $600,395
Total Net Assets Fund Balance$6,376,667$5,137,534▼ $1,239,133
Total Liabilities and Net Assets / Fund Balance$9,292,724$8,186,981▼ $1,105,743

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,006,289$1,655,576$3,661,865
Land$1,254,363-$1,254,363
Equipment$889,572$157,657$1,047,229
Other Securities$480,809--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,673,043-▲ $5,022$101,272$2,576,793
2014$2,854,050$250▼ $58,293$122,964$2,673,043
2013$2,504,623$5,500▲ $465,808$121,881$2,854,050
2012$1,957,642$325,761▲ $288,129$66,909$2,504,623
2011$1,944,399$22,742▲ $7,539$17,038$1,957,642
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard MarracinoInt Head of SchoolFT$252,619$2,368$254,987
Jen De ForestHead of School (through 10/16)FT$223,584$12,121$235,705
Lucia VillasanaChief of AdvancementFT$106,640$32,903$139,543
Maria LopezAssoc Head of SchoolFT$102,331$21,318$123,649

Board Members and Trustees

NameTitle
Kathy ZelaznyChair
Laurie HigueraVice Chair
Sonia HaBoard Secretary
Andy FlorsheimTrustee
Diana ZapolskiTrustee
Diane McmindsTrustee
Frank DominguezTrustee
Irene ByrneTrustee
Jae ChunTrustee
Oscar RenteriaTrustee
Penny MallenTrustee
Rich OliverTrustee
Susie GalloTrustee
Chris WendelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$363,322
Program Service Revenue
$4,154,785
Investment Income
$165,415
Other Revenue
$0
All Other Contributions
$121,338
Change in Net Assets
$-574,644

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table6$80,000Fair Market Value (FMV)
Other Non Cash Contri Table3$48,796Fair Market Value (FMV)
Works of Art3$26,500Fair Market Value (FMV)
Other Non Cash Contri Table1$9,442Fair Market Value (FMV)
Total Noncash Contributions13$164,738-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,683,522
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,238,589
Total Revenue per Audited Statements
$3,444,933
Total Revenue per Form 990
$4,683,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,080,487
Grants and Similar Amounts Paid$1,114,100
Other Expenses$1,063,579
Total Fundraising Expense$167,268
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,155,937$780,599$96,799$2,033,335
Grants to Domestic Individuals$1,114,100--$1,114,100
Current Officers, Directors, Trustees, and Key Employees$236,230$121,194$13,201$370,625
Other Employee Benefits$273,215$74,056$6,730$354,001
Occupancy$190,267$60,252$865$251,384
Payroll Taxes$105,102$56,886$11,000$172,988
Depreciation Depletion$129,360$36,960$1,680$168,000
Pension Plan Contributions$85,337$56,501$7,700$149,538
Information Technology$37,064$21,406-$58,470
Fees for Services Legal-$54,131-$54,131
Office Expenses$33,137$19,419-$52,556
Insurance$38,391$12,797-$51,188
Interest-$46,196-$46,196
Fees for Service Investment Mgmnt Fees$35,486--$35,486
Conferences and Meetings$35,067--$35,067
Travel$26,257$536-$26,793
Fees for Services Other-$23,393-$23,393
Fees for Services Accounting-$16,650-$16,650
Advertising-$7,690-$7,690
Other Expenses$1,121$3,195$29,293$4,316
Total Functional Expenses$3,685,658$1,405,240$167,268$5,258,166

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,258,166
Total Expenses per Audited Statements$4,684,066
Expenses per Audited Statements$4,144,066
Expenses Not Reported on Financial Statements$1,114,100
Other Expense Adjustments$1,114,100
Expenses Not Reported on Form 990$540,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$398,386
Fundraising Gross Income$398,386
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$640,370$398,386$398,386$0
Total Events$640,370$398,386$398,386$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The business officer and board members of blue oak school review the form 990 before it is filed.

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

In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees and members of committees with powers delegated by the governing board, or to others considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the governing board or committee shall determine whether the school can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose.

Form 990, Part VI, Section B, Line 15

Compensation for key management positions is approved by the board and the process includes review of comparability data.

Form 990, Part VI, Section C, Line 19

Governing documents and tax returns that are a matter of public record are available to the public upon written request at the offices of the blue oak school.

Filing and Contact Details

Filer

Filer Name
Blue Oak School
EIN
95-4803542
Phone
7072614500
Address
1436 POLK STREET, NAPA, CA 94559

Signing Officer

Name
Richard Marracino
Title
Head of School
Phone
7072614500
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Marracino
Formed
2001
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
48
Volunteers
15

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

Earnings from the endowment fund are intended for the support of the school.

PART X, LINE 2:

The school is a tax-exempt organization under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. Accordingly, there is no provision for income taxes. The school has evaluated its current tax positions and has concluded that as of june 30, 2016, the school does not have any significant uncertain tax positions for which a reserve would be necessary. The school's federal return of organization exempt from income tax (form 990) for the last three fiscal years are subject to possible irs examination. As of the date of this report, the school's return covering the fiscal year ended june 30, 2016, has not yet been filed.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid -1,114,100.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 1,114,100.

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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/Form990PartVIISectionAGrp/PersonNm12OSCAR RENTERIA
IRS990/Form990PartVIISectionAGrp/PersonNm13DIANA ZAPOLSKI
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD MARRACINO
IRS990/Form990PartVIISectionAGrp/PersonNm15JEN DE FOREST
IRS990/Form990PartVIISectionAGrp/PersonNm16MARIA LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm17LUCIA VILLASANA
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/ReportableCompFromOrgAmt14252619
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15223584
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16102331
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17106640
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
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/TitleTxt14INT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt15HEAD OF SCHOOL (THROUGH 10/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSOC HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF OF ADVANCEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0241984
IRS990/FundraisingDirectExpensesAmt0398386
IRS990/FundraisingGrossIncomeAmt0398386
IRS990/GainOrLossGrp/SecuritiesAmt078703
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01114100
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01114100
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01114100
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0101272
IRS990/GrossReceiptsAmt05104477
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021406
IRS990/InformationTechnologyGrp/ProgramServicesAmt037064
IRS990/InformationTechnologyGrp/TotalAmt058470
IRS990/InsuranceGrp/ManagementAndGeneralAmt012797
IRS990/InsuranceGrp/ProgramServicesAmt038391
IRS990/InsuranceGrp/TotalAmt051188
IRS990/InterestGrp/ManagementAndGeneralAmt046196
IRS990/InterestGrp/TotalAmt046196
IRS990/InvestmentIncomeGrp/ExclusionAmt086712
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086712
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02675619
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02544329
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01813233
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04299968
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04150224
IRS990/LandBldgEquipCostOrOtherBssAmt05963457
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022569
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BLUE 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.THROUGH THE CULTURE AND COMMUNITY OF THE SCHOOL, TEACHERS NURTURE THE DEVELOPMENT OF CHARACTER AND FOSTER CONFIDENCE, CREATIVITY, FLEXIBILITY AND CURIOSITY IN EACH CHILD. STUDENTS IN TURN ENCOURAGE EACH OTHER TO LEARN. RELATIONSHIPS AMONG FREEDOM, RESPONSIBILITY, COMMUNITY AND ENVIRONMENT ARE EXPLORED THROUGH STUDIES THAT ENGAGE STUDENTS AS STEWARDS IN SERVICE TO THE SCHOOL, THE REGION AND THE WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01413032
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01699019
IRS990/NetAssetsOrFundBalancesBOYAmt06376667
IRS990/NetAssetsOrFundBalancesEOYAmt05137534
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt078703
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078703
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-160393
IRS990/NoncashContributionsAmt0164738
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0865
IRS990/OccupancyGrp/ManagementAndGeneralAmt060252
IRS990/OccupancyGrp/ProgramServicesAmt0190267
IRS990/OccupancyGrp/TotalAmt0251384
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019419
IRS990/OfficeExpensesGrp/ProgramServicesAmt033137
IRS990/OfficeExpensesGrp/TotalAmt052556
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010282
IRS990/OtherAssetsTotalGrp/EOYAmt02000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06730
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt074056
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0273215
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0354001
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT/COMMUNICATI
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/FundraisingAmt029293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013379
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13195
IRS990/OtherExpensesGrp/ProgramServicesAmt0172465
IRS990/OtherExpensesGrp/ProgramServicesAmt117122
IRS990/OtherExpensesGrp/ProgramServicesAmt21121
IRS990/OtherExpensesGrp/TotalAmt0172465
IRS990/OtherExpensesGrp/TotalAmt146415
IRS990/OtherExpensesGrp/TotalAmt213379
IRS990/OtherExpensesGrp/TotalAmt34316
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt096799
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0780599
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01155937
IRS990/OtherSalariesAndWagesGrp/TotalAmt02033335
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011000
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056886
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105102
IRS990/PayrollTaxesGrp/TotalAmt0172988
IRS990/PensionPlanContributionsGrp/FundraisingAmt07700
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt056501
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt085337
IRS990/PensionPlanContributionsGrp/TotalAmt0149538
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02071899
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02071899
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01032735
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0525989
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09905
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08551
IRS990/PrincipalOfficerNm0RICHARD MARRACINO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2451211
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER & AFTER SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04068596
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179874
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04068596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26315
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0659481
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0111722
IRS990/PYOtherExpensesAmt01602822
IRS990/PYOtherRevenueAmt0-110615
IRS990/PYProgramServiceRevenueAmt03239356
IRS990/PYRevenuesLessExpensesAmt0-372266
IRS990/PYSalariesCompEmpBnftPaidAmt02669388
IRS990/PYTotalExpensesAmt04272210
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03899944
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-574644
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04154785
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0659393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01277
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.17990
IRS990ScheduleD/BuildingsGrp/BookValueAmt02006289
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01655576

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.6$13.9$20.7$8.52$6.08$2.44
2023Detailed filing. Detailed filing data is available for this year.$24.1$5.63$18.5$5.97$6.36$0.39
2022Detailed filing. Detailed filing data is available for this year.$23.9$5.06$18.9$11.6$6.45$5.12
2021Detailed filing. Detailed filing data is available for this year.$17.7$3.89$13.8$15.5$6.29$9.17
2020Detailed filing. Detailed filing data is available for this year.$8.09$3.49$4.60$3.88$5.64$1.76
2019Detailed filing. Detailed filing data is available for this year.$9.95$3.60$6.36$6.99$5.50$1.49
2018Detailed filing. Detailed filing data is available for this year.$13.1$8.27$4.81$3.28$4.89$1.61
2017Detailed filing. Detailed filing data is available for this year.$7.41$3.53$3.88$3.90$4.83$0.94
2016Detailed filing. Detailed filing data is available for this year.$8.19$3.05$5.14$4.68$5.26$0.57
2015Detailed filing. Detailed filing data is available for this year.$9.29$2.92$6.38$3.90$4.27$0.37
2014Detailed filing. Detailed filing data is available for this year.$9.62$2.75$6.87$4.10$3.89$0.21
2013Summary only. Only limited summary data is available for this year.$8.38$2.92$5.45$4.23$4.05$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$2.61$5.57$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$1.83$6.61$4.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.78$1.74$6.03$4.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits