Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
Liabilities / Revenue
54th percentile
Higher debt load relative to revenue than 54% of similar nonprofits.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 2.0% of source-year revenue.
Asset Growth
96th percentile
Faster asset growth than 96% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$17,662,974
Up $9,569,442 (+118%) from 2020
Net Assets
Up$13,768,388
Up $9,167,979 (+199%) from 2020
Liabilities
Up$3,894,586
Up $401,463 (+11%) from 2020
Revenue
Up$15,459,309
Up $11,578,213 (+298%) from 2020
Expenses
Up$6,291,330
Up $655,120 (+12%) from 2020
Net Income
Up$9,167,979
Up $10,923,093 (+622%) from 2020
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 | $4,913,149 | $11,796,011 | ▲ $6,882,862 |
| Pledges and Grants Receivable | $981,783 | $5,029,942 | ▲ $4,048,159 |
| Cash and Non-Interest-Bearing Accounts | $802,705 | $813,182 | ▲ $10,477 |
| Loans From Officers Directors | $500,000 | $500,000 | → $0 |
| Prepaid Expenses and Deferred Charges | $24,360 | $16,839 | ▼ $7,521 |
| Investments in Publicly Traded Securities | $7,000 | $7,000 | → $0 |
| Total Assets | $8,093,532 | $17,662,974 | ▲ $9,569,442 |
| Other Assets Total | $1,364,535 | - | - |
| Liabilities | |||
| Deferred Revenue | $899,942 | $1,393,445 | ▲ $493,503 |
| Unsecured Notes Loans Payable | $1,298,075 | $1,332,800 | ▲ $34,725 |
| Accounts Payable and Accrued Expenses | $795,106 | $668,341 | ▼ $126,765 |
| Total Liabilities | $3,493,123 | $3,894,586 | ▲ $401,463 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,087,181 | $9,455,233 | ▲ $7,368,052 |
| Net Assets With Donor Restrictions | $2,513,228 | $4,313,155 | ▲ $1,799,927 |
| Total Net Assets Fund Balance | $4,600,409 | $13,768,388 | ▲ $9,167,979 |
| Total Liabilities and Net Assets / Fund Balance | $8,093,532 | $17,662,974 | ▲ $9,569,442 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $6,300,000 | - | $6,300,000 |
| Other Land Buildings | $5,493,216 | - | $5,493,216 |
| Equipment | $2,795 | $834,458 | $837,253 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $7,000 | - | - | - | $7,000 |
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dan Schwartz | Head of Scho | FT | $294,720 | $14,716 | $309,436 |
| Dan Schwartz | Head of School | - | $294,720 | $14,716 | $309,436 |
| Jennifer Fotherby | Director of | FT | $154,717 | $5,916 | $160,633 |
| Jennifer Fotherby | Director of Finance | - | $154,717 | $5,916 | $160,633 |
| Meredith Wilson | Asst. Head O | FT | $142,800 | $10,660 | $153,460 |
| Meredith Wilson | Asst. Head of School | - | $142,800 | $10,660 | $153,460 |
| Name | Title |
|---|---|
| Mark Strode | Chair |
| Tim Shaw | Vice Chair |
| Erika Lubensky | Trustee |
| Jean Lord | Trustee |
| Jonathan Frias | Trustee |
| Paul Oseso | Trustee |
| Yvette Sherer | Trustee |
| Kristen Minardos | Advancement |
| Jared Goldman | Secretary |
| Jason Johnson | Treasurer |
| Contribution Type | Contribution Count | Reported Amount |
|---|---|---|
| Real Estate Other | 1 | $5,875,465 |
| Other Non Cash Contri Table | 1 | $40,214 |
| Total Noncash Contributions | 2 | $5,915,679 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $3,365,079 |
| Other Expenses | $1,789,455 |
| Grants and Similar Amounts Paid | $1,131,465 |
| Total Fundraising Expense | $175,723 |
| Professional Fundraising Fees | $5,331 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $2,624,762 | $605,714 | $134,603 | $3,365,079 |
| Grants to Domestic Individuals | $1,131,465 | - | - | $1,131,465 |
| Occupancy | $756,500 | $76,500 | $17,000 | $850,000 |
| Office Expenses | $196,431 | $19,864 | $4,414 | $220,709 |
| Interest | $54,496 | $5,511 | $1,225 | $61,232 |
| Other Expenses | $31,340 | $3,169 | $704 | $35,213 |
| Depreciation Depletion | $5,366 | $542 | $121 | $6,029 |
| Fees for Services Professional Fundraising | - | - | $5,331 | $5,331 |
| Total Functional Expenses | $5,350,188 | $765,419 | $175,723 | $6,291,330 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $6,291,330 |
| Total Expenses per Audited Statements | $6,291,330 |
| Total Expenses per Form 990 | $6,291,330 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $5,331 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $500,000 | $500,000 | → $0 |
“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 0 GRANTS 0”
“Earnings from the endowment fund are intended for the support of the school.”
“GRANTS 0”
“GRANTS 0”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 795106 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 668341 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH. |
| IRS990/AllOtherContributionsAmt | 0 | 11130338 |
| 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 | 802705 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 813182 |
| 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 | 11130338 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1131465 |
| IRS990/CYInvestmentIncomeAmt | 0 | -2476 |
| IRS990/CYOtherExpensesAmt | 0 | 1789455 |
| IRS990/CYOtherRevenueAmt | 0 | 588048 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3743399 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 9167979 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3365079 |
| IRS990/CYTotalExpensesAmt | 0 | 6291330 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 175723 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 5331 |
| IRS990/CYTotalRevenueAmt | 0 | 15459309 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 899942 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1393445 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 121 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 542 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 5366 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 6029 |
| 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 | 2513228 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 4313155 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 66 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 5350188 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesProfFundraising/FundraisingAmt | 0 | 5331 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 5331 |
| 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 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| 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 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | 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/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| 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 | 14716 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 5916 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 10660 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MARK STRODE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | TIM SHAW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JASON JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JARED GOLDMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KRISTEN MINARDOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JONATHAN FRIAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JEAN LORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ERIKA LUBENSKY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | PAUL OSESO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | YVETTE SHERER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DAN SCHWARTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JENNIFER FOTHERBY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | MEREDITH WILSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| 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 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 294720 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 154717 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 142800 |
| 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 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | ADVANCEMENT |
| 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 | HEAD OF SCHO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR OF |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | ASST. HEAD O |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 21 |
| IRS990/GrantAmt | 0 | 1131465 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 1131465 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 1131465 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 15459309 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 21 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InterestGrp/FundraisingAmt | 0 | 1225 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 5511 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 54496 |
| IRS990/InterestGrp/TotalAmt | 0 | 61232 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | -2476 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | -2476 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 7000 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7000 |
| IRS990/IRPDocumentCnt | 0 | 15 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 834458 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 4913149 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 11796011 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 12630469 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | true |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 500000 |
| 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 | 4600409 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13768388 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2087181 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 9455233 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 5915679 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 17000 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 76500 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 756500 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 850000 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 4414 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 19864 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 196431 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 220709 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1364535 |
| IRS990/OtherExpensesGrp/Desc | 0 | FACILITIES |
| IRS990/OtherExpensesGrp/Desc | 1 | STUDENT ACTIVITIES |
| IRS990/OtherExpensesGrp/Desc | 2 | DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 3 | OTHER |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 8946 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 2034 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 1345 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 704 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 40256 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 9154 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 4709 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 3169 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 398085 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 90527 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 61216 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 31340 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 447287 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 101715 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 67270 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 35213 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | FORGIVENESS OF DEBT |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | OTHER |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 533300 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 54748 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 533300 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 54748 |
| IRS990/OtherRevenueTotalAmt | 0 | 588048 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 134603 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 605714 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 2624762 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 3365079 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 981783 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 5029942 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 24360 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 16839 |
| IRS990/PrincipalOfficerNm | 0 | DAN SCHWARTZ |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611600 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TUITION REVENUES - GROSS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3743399 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3743399 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 444258 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1153552 |
| IRS990/PYInvestmentIncomeAmt | 0 | 7328 |
| IRS990/PYOtherExpensesAmt | 0 | 1553789 |
| IRS990/PYOtherRevenueAmt | 0 | 107402 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3322108 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1755114 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2895688 |
| IRS990/PYTotalExpensesAmt | 0 | 5636210 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 33181 |
| IRS990/PYTotalRevenueAmt | 0 | 3881096 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 9167979 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| 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/BuildingsGrp/BookValueAmt | 0 | 6300000 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 6300000 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7000 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 7000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2867671 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 7000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 4262 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 2871933 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2887554 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2867671 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 89127 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 109010 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2856549 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2887554 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 297696 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 266691 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2576793 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2856549 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 386251 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 106495 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 2795 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 834458 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 837253 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 6291330 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 5493216 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 5493216 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 15459309 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | EARNINGS FROM THE ENDOWMENT FUND ARE INTENDED FOR THE SUPPORT OF THE SCHOOL. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | GRANTS 0 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | GRANTS 0 |
| 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 | 11796011 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 6291330 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 15459309 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 15459309 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 6291330 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | false |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | TUITION ASSISTANCE |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt | 0 | 1131465 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc | 0 | DIRECT CREDIT |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc | 0 | FMV |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | PART I, LINE 2: ALL TUITION ASSISTANCE IS AWARDED ON THE BASIS OF FINANCIAL NEED AS DEMONSTRATED THROUGH THE ANALYSIS OF DOCUMENTS EVALUATED BY TADS - A THIRD PARTY PROVIDER SPECIALIZING IN FINANCIAL AID ANALYSIS. THESE DOCUMENTS INCLUDE FEDERAL TAX RETURNS, CASH FLOW STATEMENTS, BUSINESS RECORDS AND OTHER INFORMATION DEEMED IMPORTANT TO DETERMINING A FAMILY'S FINANCIAL POSITION. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 4, PART IV |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | false |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990ScheduleJ/HousingAllowanceOrResidenceInd | 0 | X |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 294720 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 154717 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 2 | 142800 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 14716 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.