Civic Intelligence

Blue Oak School

990 • Fiscal year 2019 • EIN 95-4803542

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

64th percentile

0.36x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.51x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

78th percentile

$294,252

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

113%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$9,952,834

Down $3,123,075 (-24%) from 2018

Net Assets

Up

$6,355,523

Up $1,547,607 (+32%) from 2018

Liabilities

Down

$3,597,311

Down $4,670,682 (-56%) from 2018

Revenue

Up

$6,986,904

Up $3,711,176 (+113%) from 2018

Expenses

Up

$5,499,019

Up $612,865 (+13%) from 2018

Net Income

Up

$1,487,885

Up $3,098,311 (+192%) from 2018

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

2019

Assets$9,952,834
Liabilities$3,597,311
Net Assets$6,355,523

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

2019

Revenue$6,986,904
Expenses$5,499,019
Net Income$1,487,885
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$10,926,556
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$7,697,781$4,204,419▼ $3,493,362
Loans From Officers Directors$2,550,000--
Investments in Publicly Traded Securities$2,887,554$2,501,676▼ $385,878
Pledges and Grants Receivable-$1,241,489-
Cash and Non-Interest-Bearing Accounts$113,328$24,331▼ $88,997
Accounts Receivable-$19,258-
Prepaid Expenses and Deferred Charges$19,179$7,841▼ $11,338
Savings and Temporary Cash Investments$277$278▲ $1
Total Assets$13,075,909$9,952,834▼ $3,123,075
Other Assets Total$2,357,790$1,953,542▼ $404,248
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,454,059$2,807,217▼ $646,842
Other Liabilities$1,150,000$0▼ $1,150,000
Accounts Payable and Accrued Expenses$453,323$423,997▼ $29,326
Deferred Revenue$660,611$366,097▼ $294,514
Total Liabilities$8,267,993$3,597,311▼ $4,670,682
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,071,899$3,255,772▲ $1,183,873
Temporarily Rstr Net Assets$2,918,312$2,949,732▲ $31,420
Unrestricted Net Assets$-182,295$150,019▲ $332,314
Total Net Assets Fund Balance$4,807,916$6,355,523▲ $1,547,607
Total Liabilities and Net Assets / Fund Balance$13,075,909$9,952,834▼ $3,123,075

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,187,108-$4,187,108
Equipment$17,311$916,493$933,804
Other Assets Org$1,951,432--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,887,554-▲ $89,127$109,010$2,867,671
2017$2,856,549-▲ $297,696$266,691$2,887,554
2016$2,576,793-▲ $386,251$106,495$2,856,549
2015$2,673,043-▲ $5,022$101,272$2,576,793
2014$2,854,050$250▼ $58,293$122,964$2,673,043
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SchwartzHead of SchoolFT$253,242$41,010$294,252
Andrea SolariDirector of Finance (thru 4/30/19)FT$114,820$5,737$120,557

Board Members and Trustees

NameTitle
Chris WendelChair
Laurie HigueraVice Chair
Sonia HaBoard Secretary
Andy FlorsheimTrustee
David GreenTrustee
Irene ByrneTrustee
Jae ChunTrustee
Jared GoldmanTrustee
Oscar RenteriaTrustee
SHANNON O'SHAUGHNESSYTrustee
Frank DominguezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,845,409
Program Service Revenue
$3,136,684
Investment Income
$1,949,664
Other Revenue
$55,147
All Other Contributions
$1,845,409
Change in Net Assets
$1,487,885

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 Table23$38,705Fair Market Value (FMV)
Other Non Cash Contri Table18$21,813Fair Market Value (FMV)
Securities Publicly Traded2$16,748Fair Market Value (FMV)
Total Noncash Contributions43$77,266-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,616,355
Revenue Not Reported on Financial Statements
$1,370,549
Revenue Not Reported on Form 990
$195,474
Other Revenue Adjustments
$1,336,194
Total Revenue per Audited Statements
$5,811,829
Total Revenue per Form 990
$6,986,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,650,988
Other Expenses$1,483,837
Grants and Similar Amounts Paid$1,336,194
Total Fundraising Expense$397,538
Professional Fundraising Fees$28,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,143,308$511,010$214,257$1,868,575
Grants to Domestic Individuals$1,336,194--$1,336,194
Occupancy$387,601$190,804$50,593$628,998
Current Officers, Directors, Trustees, and Key Employees-$386,432-$386,432
Office Expenses$123,366$85,600$2,186$211,152
Other Employee Benefits$152,036$52,256$5,806$210,098
Payroll Taxes$92,031$53,100$5,900$151,031
Interest$90,605$37,065$9,610$137,280
Insurance$63,078$30,724$1,771$95,573
Depreciation Depletion$62,224$24,890$1,778$88,892
Advertising--$54,526$54,526
Information Technology$27,989$11,450$2,968$42,407
Pension Plan Contributions$31,461$1,215$2,176$34,852
Fees for Service Investment Mgmnt Fees-$34,355-$34,355
Fees for Services Accounting-$32,765-$32,765
Fees for Services Professional Fundraising--$28,000$28,000
Conferences and Meetings--$11,520$11,520
Other Expenses$0$4,463$6,447$6,447
Travel$4,846--$4,846
Fees for Services Legal-$600-$600
Total Functional Expenses$3,644,752$1,456,729$397,538$5,499,019

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,499,019
Total Expenses per Audited Statements$4,264,222
Expenses per Audited Statements$4,128,470
Expenses Not Reported on Financial Statements$1,370,549
Other Expense Adjustments$1,336,194
Expenses Not Reported on Form 990$135,752
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$176,196
Fundraising Direct Expenses$121,049
Professional Fundraising Fees$28,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Party Book$166,211$166,211$9,966$156,245
Stand Together$9,985$9,985$2,018$7,967
Total Events$176,196$176,196$121,049$55,147
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$2,550,000--
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
No
Other officer compensation reviewed
No
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 11B

The business officer and board members of blue oak school will be given the form 990 to review upon request. The head of school will review the form 990 before it is filed and approve the filing.

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 the key management positions is approved by the board. 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. The conflict of interest policy and financial statements are not made available to the public.

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
Dan Schwartz
Title
Head of School
Phone
7072614500
Signed
2020-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Schwartz
Formed
2001
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
45
Volunteers
60

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, 2019, the school does not have any significant uncertain tax positions for which a reserve would be necessary.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 1,336,194.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 1,336,194.

Raw XML AppendixShowing 400 of 649 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0453323
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0423997
IRS990/AccountsReceivableGrp/EOYAmt019258
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH.
IRS990/AdvertisingGrp/FundraisingAmt054526
IRS990/AdvertisingGrp/TotalAmt054526
IRS990/AllOtherContributionsAmt01845409
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAN SCHWARTZ
IRS990/BooksInCareOfDetail/PhoneNum07072614500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01436 POLK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094559
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0113328
IRS990/CashNonInterestBearingGrp/EOYAmt024331
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0386432
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0386432
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt011520
IRS990/ConferencesMeetingsGrp/TotalAmt011520
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01845409
IRS990/CYGrantsAndSimilarPaidAmt01336194
IRS990/CYInvestmentIncomeAmt01949664
IRS990/CYOtherExpensesAmt01483837
IRS990/CYOtherRevenueAmt055147
IRS990/CYProgramServiceRevenueAmt03136684
IRS990/CYRevenuesLessExpensesAmt01487885
IRS990/CYSalariesCompEmpBnftPaidAmt02650988
IRS990/CYTotalExpensesAmt05499019
IRS990/CYTotalFundraisingExpenseAmt0397538
IRS990/CYTotalProfFndrsngExpnsAmt028000
IRS990/CYTotalRevenueAmt06986904
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0660611
IRS990/DeferredRevenueGrp/EOYAmt0366097
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01778
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt024890
IRS990/DepreciationDepletionGrp/ProgramServicesAmt062224
IRS990/DepreciationDepletionGrp/TotalAmt088892
IRS990/Desc0NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION GRADES KINDERGARTEN THROUGH EIGHTH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt045
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03644752
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt032765
IRS990/FeesForServicesAccountingGrp/TotalAmt032765
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesLegalGrp/TotalAmt0600
IRS990/FeesForServicesProfFundraising/FundraisingAmt028000
IRS990/FeesForServicesProfFundraising/TotalAmt028000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt034355
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt034355
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1141010
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt125737
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS WENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURIE HIGUERA
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK DOMINGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3SONIA HA
IRS990/Form990PartVIISectionAGrp/PersonNm4IRENE BYRNE
IRS990/Form990PartVIISectionAGrp/PersonNm5SHANNON O'SHAUGHNESSY
IRS990/Form990PartVIISectionAGrp/PersonNm6JAE CHUN
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDY FLORSHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm8JARED GOLDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm10OSCAR RENTERIA
IRS990/Form990PartVIISectionAGrp/PersonNm11DAN SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDREA SOLARI
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/ReportableCompFromOrgAmt11253242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12114820
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/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/TitleTxt11HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE (THRU 4/30/19)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0121049
IRS990/FundraisingGrossIncomeAmt0176196
IRS990/GainOrLossGrp/OtherAmt01885904
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01336194
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01336194
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01336194
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05704507
IRS990/GrossReceiptsAmt010926556
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02968
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011450
IRS990/InformationTechnologyGrp/ProgramServicesAmt027989
IRS990/InformationTechnologyGrp/TotalAmt042407
IRS990/InsuranceGrp/FundraisingAmt01771
IRS990/InsuranceGrp/ManagementAndGeneralAmt030724
IRS990/InsuranceGrp/ProgramServicesAmt063078
IRS990/InsuranceGrp/TotalAmt095573
IRS990/InterestGrp/FundraisingAmt09610
IRS990/InterestGrp/ManagementAndGeneralAmt037065
IRS990/InterestGrp/ProgramServicesAmt090605
IRS990/InterestGrp/TotalAmt0137280
IRS990/InvestmentIncomeGrp/ExclusionAmt063760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02887554
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02501676
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0916493
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07697781
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04204419
IRS990/LandBldgEquipCostOrOtherBssAmt05120912
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03818603
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt02550000
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/BOYAmt03454059
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02807217
IRS990/NetAssetsOrFundBalancesBOYAmt04807916
IRS990/NetAssetsOrFundBalancesEOYAmt06355523
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01885904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01885904
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt055147
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt055147
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt059722
IRS990/NoncashContributionsAmt077266
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt050593
IRS990/OccupancyGrp/ManagementAndGeneralAmt0190804
IRS990/OccupancyGrp/ProgramServicesAmt0387601
IRS990/OccupancyGrp/TotalAmt0628998
IRS990/OfficeExpensesGrp/FundraisingAmt02186
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt085600
IRS990/OfficeExpensesGrp/ProgramServicesAmt0123366
IRS990/OfficeExpensesGrp/TotalAmt0211152
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02357790
IRS990/OtherAssetsTotalGrp/EOYAmt01953542
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05806
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt052256
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0152036
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0210098
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/FundraisingAmt06447
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04463
IRS990/OtherExpensesGrp/ProgramServicesAmt0130013
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt0134476
IRS990/OtherExpensesGrp/TotalAmt16447
IRS990/OtherLiabilitiesGrp/BOYAmt01150000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0214257
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0511010
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01143308
IRS990/OtherSalariesAndWagesGrp/TotalAmt01868575
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05900
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053100
IRS990/PayrollTaxesGrp/ProgramServicesAmt092031
IRS990/PayrollTaxesGrp/TotalAmt0151031
IRS990/PensionPlanContributionsGrp/FundraisingAmt02176
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01215
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031461
IRS990/PensionPlanContributionsGrp/TotalAmt034852
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02071899
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03255772
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01241489
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019179
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07841
IRS990/PrincipalOfficerNm0DAN SCHWARTZ
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2451211
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER & AFTER SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03087681
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139144
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03087681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29859
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299494
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01006398
IRS990/PYInvestmentIncomeAmt0119071
IRS990/PYOtherExpensesAmt01071433
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02857163
IRS990/PYRevenuesLessExpensesAmt0-1610426
IRS990/PYSalariesCompEmpBnftPaidAmt02808323
IRS990/PYTotalExpensesAmt04886154
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03275728
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01487885
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03136684
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0278
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/BoardDesignatedBalanceEOYPct00.16030
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02887554
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02867671
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt089127
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0109010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02856549
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02887554
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0266691
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02576793
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02856549
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0386251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0106495
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02673043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02576793
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05022
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0101272
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02854050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02673043
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-58293
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0122964
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0135752
IRS990ScheduleD/DonatedServicesUseFcltsAmt0135752
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt017311
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0916493
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0933804
IRS990ScheduleD/ExpensesNotReportedAmt0135752
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01370549
IRS990ScheduleD/ExpensesSubtotalAmt04128470
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt034355
IRS990ScheduleD/InvestmentExpensesNotIncldAmt034355
IRS990ScheduleD/NetUnrealizedGainsInvstAmt059722
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02110
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11951432
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL USE OF LAND
IRS990ScheduleD/OtherExpensesNotIncludedAmt01336194
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04187108

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