Civic Intelligence

Blue Oak School

990 • Fiscal year 2021 • EIN 95-4803542

Jul 01, 2020 to Jun 30, 2021 • Filed on May 15, 2022

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

56th percentile

0.22x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.25x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$309,436

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

96th percentile

118%

Faster asset growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

298%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

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

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

2021

Assets$17,662,974
Liabilities$3,894,586
Net Assets$13,768,388

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

2021

Revenue$15,459,309
Expenses$6,291,330
Net Income$9,167,979
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 15, 2022
Return Version
2020v4.0
Gross Receipts
$15,459,309
Mission and Program Overview

Mission

See schedule o. Blue oak school offers a challenging and stimulating education to children of diverse backgrounds and interests. Balancing structure with choice and the requirements of the group with the gifts of the individual, the school holds itself to the highest standards of responsible educational innovation, so that students develop the skills and habits of learning that endure. We provide an engaging, supportive, and diverse environment where learning is an active, joyful process of discovery for children in grades kindergarten through eighth.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,913,149$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 Categories

AssetBook ValueDepreciationBasis
Buildings$6,300,000-$6,300,000
Other Land Buildings$5,493,216-$5,493,216
Equipment$2,795$834,458$837,253

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SchwartzHead of SchoFT$294,720$14,716$309,436
Dan SchwartzHead of School-$294,720$14,716$309,436
Jennifer FotherbyDirector ofFT$154,717$5,916$160,633
Jennifer FotherbyDirector of Finance-$154,717$5,916$160,633
Meredith WilsonAsst. Head OFT$142,800$10,660$153,460
Meredith WilsonAsst. Head of School-$142,800$10,660$153,460

Board Members and Trustees

NameTitle
Mark StrodeChair
Tim ShawVice Chair
Erika LubenskyTrustee
Jean LordTrustee
Jonathan FriasTrustee
Paul OsesoTrustee
Yvette ShererTrustee
Kristen MinardosAdvancement
Jared GoldmanSecretary
Jason JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,130,338
Program Service Revenue
$3,743,399
Investment Income
$-2,476
Other Revenue
$588,048
All Other Contributions
$11,130,338
Change in Net Assets
$9,167,979

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Other1$5,875,465
Other Non Cash Contri Table1$40,214
Total Noncash Contributions2$5,915,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,459,309
Total Revenue per Audited Statements
$15,459,309
Total Revenue per Form 990
$15,459,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,291,330
Total Expenses per Audited Statements$6,291,330
Total Expenses per Form 990$6,291,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,331
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$500,000$500,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, 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, Page 6, Part VI, Line 12C

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.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

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
2022-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Schwartz
Formed
2001
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
66
Volunteers
11

Preparer

Firm
Fechter & Company Cpas
Address
3445 AMERICAN RIVER DRIVE SUITE A, SACRAMENTO, CA 95864-5744
Preparer
Alexis L Stirrat CPA
Phone
9163335360
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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.

Form 990, Part XI, Line 9

GRANTS 0 GRANTS 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

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

Schedule D, Page 4, Part XI, Line 2D

GRANTS 0

Schedule D, Page 4, Part XII, Line 4B

GRANTS 0

Raw XML AppendixShowing 400 of 551 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0795106
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0668341
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH.
IRS990/AllOtherContributionsAmt011130338
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0DAN SCHWARTZ
IRS990/BooksInCareOfDetail/PhoneNum07072614500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01436 POLK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094559
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0802705
IRS990/CashNonInterestBearingGrp/EOYAmt0813182
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011130338
IRS990/CYGrantsAndSimilarPaidAmt01131465
IRS990/CYInvestmentIncomeAmt0-2476
IRS990/CYOtherExpensesAmt01789455
IRS990/CYOtherRevenueAmt0588048
IRS990/CYProgramServiceRevenueAmt03743399
IRS990/CYRevenuesLessExpensesAmt09167979
IRS990/CYSalariesCompEmpBnftPaidAmt03365079
IRS990/CYTotalExpensesAmt06291330
IRS990/CYTotalFundraisingExpenseAmt0175723
IRS990/CYTotalProfFndrsngExpnsAmt05331
IRS990/CYTotalRevenueAmt015459309
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt0899942
IRS990/DeferredRevenueGrp/EOYAmt01393445
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0121
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0542
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05366
IRS990/DepreciationDepletionGrp/TotalAmt06029
IRS990/Desc0NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION GRADES KINDERGARTEN THROUGH EIGHTH.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02513228
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04313155
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt066
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05350188
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesProfFundraising/FundraisingAmt05331
IRS990/FeesForServicesProfFundraising/TotalAmt05331
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/OtherCompensationAmt1014716
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115916
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1210660
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK STRODE
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JARED GOLDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTEN MINARDOS
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN FRIAS
IRS990/Form990PartVIISectionAGrp/PersonNm6JEAN LORD
IRS990/Form990PartVIISectionAGrp/PersonNm7ERIKA LUBENSKY
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL OSESO
IRS990/Form990PartVIISectionAGrp/PersonNm9YVETTE SHERER
IRS990/Form990PartVIISectionAGrp/PersonNm10DAN SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER FOTHERBY
IRS990/Form990PartVIISectionAGrp/PersonNm12MEREDITH WILSON
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/ReportableCompFromOrgAmt10294720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11154717
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12142800
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/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST. HEAD O
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt01131465
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01131465
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01131465
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt015459309
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/FundraisingAmt01225
IRS990/InterestGrp/ManagementAndGeneralAmt05511
IRS990/InterestGrp/ProgramServicesAmt054496
IRS990/InterestGrp/TotalAmt061232
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-2476
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-2476
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07000
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07000
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0834458
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04913149
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011796011
IRS990/LandBldgEquipCostOrOtherBssAmt012630469
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0500000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0500000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04600409
IRS990/NetAssetsOrFundBalancesEOYAmt013768388
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02087181
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09455233
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05915679
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt017000
IRS990/OccupancyGrp/ManagementAndGeneralAmt076500
IRS990/OccupancyGrp/ProgramServicesAmt0756500
IRS990/OccupancyGrp/TotalAmt0850000
IRS990/OfficeExpensesGrp/FundraisingAmt04414
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019864
IRS990/OfficeExpensesGrp/ProgramServicesAmt0196431
IRS990/OfficeExpensesGrp/TotalAmt0220709
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01364535
IRS990/OtherExpensesGrp/Desc0FACILITIES
IRS990/OtherExpensesGrp/Desc1STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt08946
IRS990/OtherExpensesGrp/FundraisingAmt12034
IRS990/OtherExpensesGrp/FundraisingAmt21345
IRS990/OtherExpensesGrp/FundraisingAmt3704
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33169
IRS990/OtherExpensesGrp/ProgramServicesAmt0398085
IRS990/OtherExpensesGrp/ProgramServicesAmt190527
IRS990/OtherExpensesGrp/ProgramServicesAmt261216
IRS990/OtherExpensesGrp/ProgramServicesAmt331340
IRS990/OtherExpensesGrp/TotalAmt0447287
IRS990/OtherExpensesGrp/TotalAmt1101715
IRS990/OtherExpensesGrp/TotalAmt267270
IRS990/OtherExpensesGrp/TotalAmt335213
IRS990/OtherRevenueMiscGrp/Desc0FORGIVENESS OF DEBT
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0533300
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt154748
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0533300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt154748
IRS990/OtherRevenueTotalAmt0588048
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0134603
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0605714
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02624762
IRS990/OtherSalariesAndWagesGrp/TotalAmt03365079
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0981783
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05029942
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024360
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016839
IRS990/PrincipalOfficerNm0DAN SCHWARTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUES - GROSS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03743399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03743399
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0444258
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01153552
IRS990/PYInvestmentIncomeAmt07328
IRS990/PYOtherExpensesAmt01553789
IRS990/PYOtherRevenueAmt0107402
IRS990/PYProgramServiceRevenueAmt03322108
IRS990/PYRevenuesLessExpensesAmt0-1755114
IRS990/PYSalariesCompEmpBnftPaidAmt02895688
IRS990/PYTotalExpensesAmt05636210
IRS990/PYTotalProfFndrsngExpnsAmt033181
IRS990/PYTotalRevenueAmt03881096
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt09167979
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt06300000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06300000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02867671
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02871933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02887554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02867671
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0109010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02856549
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02887554
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297696
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0266691
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02576793
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02856549
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0386251
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0106495
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02795
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0834458
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0837253
IRS990ScheduleD/ExpensesSubtotalAmt06291330
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05493216
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05493216
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueSubtotalAmt015459309
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS FROM THE ENDOWMENT FUND ARE INTENDED FOR THE SUPPORT OF THE SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GRANTS 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2GRANTS 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011796011
IRS990ScheduleD/TotalExpensesPerForm990Amt06291330
IRS990ScheduleD/TotalRevenuePerForm990Amt015459309
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015459309
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06291330
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt01131465
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0DIRECT CREDIT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART 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/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/HousingAllowanceOrResidenceInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0294720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1154717
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2142800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014716

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