Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 7.4% of source-year revenue.
Asset Growth
4th percentile
Faster asset growth than 4% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Assets
Down$8,093,532
Down $1,859,302 (-19%) from 2019
Net Assets
Down$4,600,409
Down $1,755,114 (-28%) from 2019
Liabilities
Down$3,493,123
Down $104,188 (-2.9%) from 2019
Revenue
Down$3,881,096
Down $3,105,808 (-44%) from 2019
Expenses
Up$5,636,210
Up $137,191 (+2.5%) from 2019
Net Income
Down-$1,755,114
Down $3,242,999 (-218%) from 2019
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $4,204,419 | $4,913,149 | ▲ $708,730 |
| Pledges and Grants Receivable | $1,241,489 | $981,783 | ▼ $259,706 |
| Cash and Non-Interest-Bearing Accounts | $24,331 | $802,705 | ▲ $778,374 |
| Loans From Officers Directors | - | $500,000 | - |
| Prepaid Expenses and Deferred Charges | - | $24,360 | - |
| Accounts Receivable | $19,258 | - | - |
| Inventories for Sale or Use | $7,841 | - | - |
| Investments in Publicly Traded Securities | $2,501,676 | $7,000 | ▼ $2,494,676 |
| Savings and Temporary Cash Investments | $278 | - | - |
| Total Assets | $9,952,834 | $8,093,532 | ▼ $1,859,302 |
| Other Assets Total | $1,953,542 | $1,364,535 | ▼ $589,007 |
| Liabilities | |||
| Unsecured Notes Loans Payable | $2,807,217 | $1,298,075 | ▼ $1,509,142 |
| Deferred Revenue | $366,097 | $899,942 | ▲ $533,845 |
| Accounts Payable and Accrued Expenses | $423,997 | $795,106 | ▲ $371,109 |
| Total Liabilities | $3,597,311 | $3,493,123 | ▼ $104,188 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $6,205,504 | $2,513,228 | ▼ $3,692,276 |
| Net Assets Without Donor Restrictions | $150,019 | $2,087,181 | ▲ $1,937,162 |
| Total Net Assets Fund Balance | $6,355,523 | $4,600,409 | ▼ $1,755,114 |
| Total Liabilities and Net Assets / Fund Balance | $9,952,834 | $8,093,532 | ▼ $1,859,302 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $4,906,309 | - | $4,906,309 |
| Equipment | $6,840 | $828,429 | $835,269 |
| Other Assets Org | $1,364,535 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2019 | $2,867,671 | $7,000 | ▲ $4,262 | $2,871,933 | $7,000 |
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dan Schwartz | Head of Scho | FT | $273,430 | $13,401 | $286,831 |
| Dan Schwartz | Head of School | - | $273,430 | $13,401 | $286,831 |
| Jennifer Fotherby | Director of | FT | $135,562 | $15,743 | $151,305 |
| Jennifer Fotherby | Director of Finance | - | $135,562 | $15,743 | $151,305 |
| Meredith Wilson | Head of Scho | FT | $113,524 | $7,882 | $121,406 |
| Name | Title |
|---|---|
| Mark Strode | Chair |
| Tim Shaw | Vice Chair |
| Anthony Celaya | Trustee |
| Erika Lubensky | Trustee |
| Jared Goldman | Trustee |
| Jason Johnson | Trustee |
| Jean Lord | Trustee |
| Jonathan Frias | Trustee |
| Jordan Cohen | Trustee |
| Kristen Minardos | Trustee |
| Paul Oseso | Trustee |
| Yvette Sherer | Trustee |
| Mel Preimesberger | Secretary |
| Matt Schiefferly | Treasurer |
| Contribution Type | Contribution Count | Reported Amount |
|---|---|---|
| Other Non Cash Contri Table | 1 | $58,103 |
| Total Noncash Contributions | 1 | $58,103 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $2,895,688 |
| Other Expenses | $1,553,789 |
| Grants and Similar Amounts Paid | $1,153,552 |
| Total Fundraising Expense | $176,051 |
| Professional Fundraising Fees | $33,181 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $2,147,662 | $615,943 | $132,083 | $2,895,688 |
| Grants to Domestic Individuals | $1,153,552 | - | - | $1,153,552 |
| Occupancy | $950,968 | $96,165 | $1,396 | $1,048,529 |
| Office Expenses | $253,786 | $25,664 | $5,703 | $285,153 |
| Interest | $43,134 | $4,362 | $969 | $48,465 |
| Fees for Services Professional Fundraising | - | - | $33,181 | $33,181 |
| Depreciation Depletion | $11,880 | $1,201 | $267 | $13,348 |
| Other Expenses | $11,097 | $1,122 | $249 | $12,468 |
| Total Functional Expenses | $4,701,624 | $758,535 | $176,051 | $5,636,210 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $5,636,210 |
| Expenses per Audited Statements | $4,482,659 |
| Total Expenses per Audited Statements | $4,482,659 |
| Expenses Not Reported on Financial Statements | $1,153,551 |
| Other Expense Adjustments | $1,153,551 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $100,141 |
| Professional Fundraising Fees | $33,181 |
| Fundraising Direct Expenses | $3,713 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction Income | $100,141 | $100,141 | $3,713 | $96,428 |
| Total Events | $100,141 | $100,141 | $3,713 | $96,428 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | - | $500,000 | - |
“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.”
“In connrection 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 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.”
“UPON REQUEST”
“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 the school and 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.”
“Grants 1,153,551 grants 1,153,551 total 2,307,102”
“Audit is reviewed and approved by the board.”
“Earnings from the endowment fund are intended for the support of the school.”
“GRANTS 1,153,551”
“GRANTS 1,153,551”
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/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 423997 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 795106 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 19258 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherContributionsAmt | 0 | 444258 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | DAN SCHWARTZ |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7072614500 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1436 POLK STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NAPA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94559 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 24331 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 802705 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 444258 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1153552 |
| IRS990/CYInvestmentIncomeAmt | 0 | 7328 |
| IRS990/CYOtherExpensesAmt | 0 | 1553789 |
| IRS990/CYOtherRevenueAmt | 0 | 107402 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3322108 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -1755114 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 2895688 |
| IRS990/CYTotalExpensesAmt | 0 | 5636210 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 176051 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 33181 |
| IRS990/CYTotalRevenueAmt | 0 | 3881096 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 366097 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 899942 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 267 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1201 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 11880 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 13348 |
| IRS990/Desc | 0 | NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION GRADES KINDERGARTEN THROUGH EIGHTH. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 6205504 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2513228 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 48 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 4701624 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesProfFundraising/FundraisingAmt | 0 | 33181 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 33181 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 13401 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 15743 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 7882 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAN SCHWARTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JENNIFER FOTHERBY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MEREDITH WILSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ANTHONY CELAYA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JORDAN COHEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JONATHAN FRIAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JARED GOLDMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JASON JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JEAN LORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ERIKA LUBENSKY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KRISTEN MINARDOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | PAUL OSESO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | MEL PREIMESBERGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | MATT SCHIEFFERLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | TIM SHAW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | YVETTE SHERER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | MARK STRODE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 273430 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 135562 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 113524 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | HEAD OF SCHO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR OF |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | HEAD OF SCHO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | CHAIR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingDirectExpensesAmt | 0 | 3713 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 100141 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantAmt | 0 | 1165764 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 1153552 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 1153552 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 3884809 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 11 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InterestGrp/FundraisingAmt | 0 | 969 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 4362 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 43134 |
| IRS990/InterestGrp/TotalAmt | 0 | 48465 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 7841 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7328 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 7328 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2501676 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7000 |
| IRS990/IRPDocumentCnt | 0 | 15 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 828429 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 4204419 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 4913149 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 5741578 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | true |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 500000 |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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 THE SCHOOL AND 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/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6355523 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4600409 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 96428 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 150019 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2087181 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 58103 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 1396 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 96165 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 950968 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 1048529 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 5703 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 25664 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 253786 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 285153 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1953542 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1364535 |
| IRS990/OtherExpensesGrp/Desc | 0 | STUDENT ACTIVITIES |
| IRS990/OtherExpensesGrp/Desc | 1 | DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 2 | OTHER |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2203 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 249 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 9203 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 4875 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1122 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 112733 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 16812 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 11097 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 124139 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 21687 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 12468 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER REVENUE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10974 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 10974 |
| IRS990/OtherRevenueTotalAmt | 0 | 10974 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 132083 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 615943 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 2147662 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2895688 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 1241489 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 981783 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 24360 |
| IRS990/PrincipalOfficerNm | 0 | DAN SCHWARTZ |
| IRS990/ProfessionalFundraisingInd | 0 | true |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611600 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611600 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611600 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TUITION REVENUES - GROSS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SUMMER & AFTER SCHOOL |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | APPLICATION FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3280646 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 29249 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 12213 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3280646 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 29249 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 12213 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 1845409 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1336194 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1949664 |
| IRS990/PYOtherExpensesAmt | 0 | 1483837 |
| IRS990/PYOtherRevenueAmt | 0 | 55147 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3136684 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1487885 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2650988 |
| IRS990/PYTotalExpensesAmt | 0 | 5499019 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 28000 |
| IRS990/PYTotalRevenueAmt | 0 | 6986904 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -1755114 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 3293320 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 278 |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2867671 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 7000 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 7000 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 4262 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 2871933 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2887554 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2867671 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 89127 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 109010 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2856549 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2887554 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 297696 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 266691 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2576793 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2856549 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 386251 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 106495 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2673043 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2576793 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 5022 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 101272 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 6840 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 828429 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 835269 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 1153551 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 4482659 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1364535 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | BENEFICIAL USE OF LAND |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 1153551 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 4906309 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 4906309 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 1153551 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1153551 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3881096 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | EARNINGS FROM THE ENDOWMENT FUND ARE INTENDED FOR THE SUPPORT OF THE SCHOOL. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | GRANTS 1,153,551 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | GRANTS 1,153,551 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART V, LINE 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE D, PAGE 4, PART XI, LINE 2D |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | SCHEDULE D, PAGE 4, PART XII, LINE 4B |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 4913149 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1364535 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 5636210 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3881096 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 5034647 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.