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
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 5.3% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Assets
Up$24,122,565
Up $177,897 (+0.7%) from 2022
Net Assets
Down$18,491,703
Down $393,421 (-2.1%) from 2022
Liabilities
Up$5,630,862
Up $571,318 (+11%) from 2022
Revenue
Down$5,971,252
Down $5,595,936 (-48%) from 2022
Expenses
Down$6,364,673
Down $85,779 (-1.3%) from 2022
Net Income
Down-$393,421
Down $5,510,157 (-108%) from 2022
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 | $13,000,157 | $19,602,515 | ▲ $6,602,358 |
| Savings and Temporary Cash Investments | $8,046,884 | $2,626,776 | ▼ $5,420,108 |
| Cash and Non-Interest-Bearing Accounts | $1,440,913 | $653,556 | ▼ $787,357 |
| Investments in Publicly Traded Securities | $507,830 | $521,409 | ▲ $13,579 |
| Loans From Officers Directors | $500,000 | - | - |
| Pledges and Grants Receivable | $932,539 | $360,390 | ▼ $572,149 |
| Prepaid Expenses and Deferred Charges | $16,345 | $18,440 | ▲ $2,095 |
| Total Assets | $23,944,668 | $24,122,565 | ▲ $177,897 |
| Other Assets Total | - | $339,479 | - |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $2,117,358 | $1,999,900 | ▼ $117,458 |
| Deferred Revenue | $1,765,641 | $1,676,081 | ▼ $89,560 |
| Accounts Payable and Accrued Expenses | $676,545 | $1,596,121 | ▲ $919,576 |
| Other Liabilities | - | $358,760 | - |
| Total Liabilities | $5,059,544 | $5,630,862 | ▲ $571,318 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $10,351,829 | $16,707,557 | ▲ $6,355,728 |
| Net Assets With Donor Restrictions | $8,533,295 | $1,784,146 | ▼ $6,749,149 |
| Total Net Assets Fund Balance | $18,885,124 | $18,491,703 | ▼ $393,421 |
| Total Liabilities and Net Assets / Fund Balance | $23,944,668 | $24,122,565 | ▲ $177,897 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $15,424,358 | $420,000 | $15,844,358 |
| Land | $4,100,000 | - | $4,100,000 |
| Equipment | $78,157 | $837,416 | $915,573 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2022 | $507,830 | - | ▲ $13,579 | - | $521,409 |
| 2021 | $7,000 | $500,000 | ▲ $830 | - | $507,830 |
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jonathan Fulk | Head of Scho | FT | $297,000 | $19,781 | $316,781 |
| Jonathan Fulk | Head of School | - | $297,000 | $19,781 | $316,781 |
| Meredith Wilson | Asst. Head O | FT | $156,000 | $17,731 | $173,731 |
| Meredith Wilson | Asst. Head of School | - | $156,000 | $17,731 | $173,731 |
| Etta Williams | Director of Devel | FT | $125,000 | $17,745 | $142,745 |
| Name | Title |
|---|---|
| Mark Strode | Chair |
| Tim Shaw | Vice Chair |
| Carol Ritter | Trustee |
| Jae Chun | Trustee |
| Jason Johnson | Trustee |
| Kitty Oestlien | Trustee |
| Kristin Minardos | Trustee |
| Paul Oseso | Trustee |
| Sabina Correa | Trustee |
| Scott Perryman | Trustee |
| Yvette Sherer | Trustee |
| Jean Lord | Secretary |
| Hank Miller | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Davis Reed Construction | Construction | 11722 SORRENTO VALLEY ROAD, San Diego, CA 92121 | $5,303,296 |
| Community Development Dept | Construction | 1600 FIRST STREET, Napa, CA 94559 | $475,000 |
| Ratcliff Architects | Architect | 5856 DOYLE STREET, Emeryville, CA 94608 | $377,452 |
| Avocado Education Prop LLC | Rent | 645 LANDOR LANE, Pasadena, CA 91106 | $275,000 |
| Ninyo & Moore | Contractor | 5710 RUFFIN ROAD, San Diego, CA 92123 | $181,863 |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 3 | $79,482 | Fair Market Value (FMV) |
| Other Non Cash Contri Table | 33 | $25,654 | Fair Market Value (FMV) |
| Total Noncash Contributions | 36 | $105,136 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $3,889,675 |
| Other Expenses | $1,437,360 |
| Grants and Similar Amounts Paid | $1,037,638 |
| Total Fundraising Expense | $269,600 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $3,013,284 | $633,570 | $242,821 | $3,889,675 |
| Grants to Domestic Individuals | $1,037,638 | - | - | $1,037,638 |
| Occupancy | $267,109 | $26,537 | $6,354 | $300,000 |
| Depreciation Depletion | $201,823 | $20,050 | $4,801 | $226,674 |
| Office Expenses | $177,920 | $17,676 | $4,232 | $199,828 |
| Interest | $74,513 | $7,403 | $1,772 | $83,688 |
| Other Expenses | $55,777 | $5,541 | $1,327 | $62,645 |
| Total Functional Expenses | $5,349,663 | $745,410 | $269,600 | $6,364,673 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $6,364,673 |
| Expenses per Audited Statements | $5,327,035 |
| Total Expenses per Audited Statements | $5,327,035 |
| Expenses Not Reported on Financial Statements | $1,037,638 |
| Other Expense Adjustments | $1,037,638 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $130,037 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction Income | $315,367 | - | $130,037 | - |
| Total Events | $315,367 | - | $130,037 | $-130,037 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $500,000 | - | - |
| Liability | Amount |
|---|---|
| Lease Liabilities | $339,479 |
| Accrued Interest | $19,281 |
“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/tuition discounts -1,037,638 grants/tuition discounts 1,037,638”
“Earnings from the endowment fund are intended for the support of the school.”
“Grants/tuition discounts -1,037,638”
“Grants/tuition discounts 1,037,638”
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 | 676545 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1596121 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH. |
| IRS990/AllOtherContributionsAmt | 0 | 719986 |
| 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 | 1440913 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 653556 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| 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/ContractorCompensationGrp/CompensationAmt | 0 | 5303296 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 475000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 377452 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 275000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 181863 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 11722 SORRENTO VALLEY ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1600 FIRST STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 5856 DOYLE STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 645 LANDOR LANE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 5710 RUFFIN ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | NAPA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | EMERYVILLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | PASADENA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | SAN DIEGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 92121 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 94559 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 94608 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 91106 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 92123 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | DAVIS REED CONSTRUCTION |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | COMMUNITY DEVELOPMENT DEPT |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | RATCLIFF ARCHITECTS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | AVOCADO EDUCATION PROP LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | NINYO & MOORE |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONSTRUCTION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONSTRUCTION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | ARCHITECT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | RENT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | CONTRACTOR |
| IRS990/ContriRptFundraisingEventAmt | 0 | 315367 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1268260 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1037638 |
| IRS990/CYInvestmentIncomeAmt | 0 | 112945 |
| IRS990/CYOtherExpensesAmt | 0 | 1437360 |
| IRS990/CYOtherRevenueAmt | 0 | -89503 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 4679550 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -393421 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3889675 |
| IRS990/CYTotalExpensesAmt | 0 | 6364673 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 269600 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 5971252 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1765641 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1676081 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 4801 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 20050 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 201823 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 226674 |
| 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 | 8533295 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1784146 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 69 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 5349663 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| 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/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/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 19781 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 17731 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 17745 |
| 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/PersonNm | 0 | JONATHAN FULK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MEREDITH WILSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ETTA WILLIAMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAE CHUN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SABINA CORREA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JASON JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JEAN LORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | HANK MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KRISTIN MINARDOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | KITTY OESTLIEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | PAUL OSESO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | SCOTT PERRYMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CAROL RITTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | TIM SHAW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | YVETTE SHERER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | MARK STRODE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 297000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 156000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 125000 |
| 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 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 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| 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/TitleTxt | 0 | HEAD OF SCHO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | ASST. HEAD O |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIR OF DEVEL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | CHAIR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingAmt | 0 | 315367 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 130037 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GovernmentGrantsAmt | 0 | 232907 |
| IRS990/GrantAmt | 0 | 1037638 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 1037638 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 1037638 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 6101289 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InterestGrp/FundraisingAmt | 0 | 1772 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 7403 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 74513 |
| IRS990/InterestGrp/TotalAmt | 0 | 83688 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 112945 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 112945 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 507830 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 521409 |
| IRS990/IRPDocumentCnt | 0 | 14 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1257416 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 13000157 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 19602515 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 20859931 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 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/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 2117358 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 1999900 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 18885124 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 18491703 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -130037 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -130037 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 10351829 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 16707557 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 105136 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 6354 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 26537 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 267109 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 300000 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 4232 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 17676 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 177920 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 199828 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 339479 |
| IRS990/OtherExpensesGrp/Desc | 0 | FACILITIES |
| IRS990/OtherExpensesGrp/Desc | 1 | STUDENT ACTIVITIES |
| IRS990/OtherExpensesGrp/Desc | 2 | OTHER |
| IRS990/OtherExpensesGrp/Desc | 3 | DEVELOPMENT |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 6907 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1386 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 1327 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 28845 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 5788 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 5541 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 290346 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 172996 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 58257 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 55777 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 326098 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 172996 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 65431 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 62645 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 358760 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 611600 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 40534 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 40534 |
| IRS990/OtherRevenueTotalAmt | 0 | 40534 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 242821 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 633570 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 3013284 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 3889675 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 932539 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 360390 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 16345 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 18440 |
| IRS990/PrincipalOfficerNm | 0 | JONATHAN FULK |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611600 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611600 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611600 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 611600 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TUITION REVENUES - GROSS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SUMMER & AFTER SCHOOL |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | AFTER SCHOOL |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | CAMP FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4539112 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 98208 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 25819 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 16411 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4539112 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 98208 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 25819 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 16411 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 6422500 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1111473 |
| IRS990/PYInvestmentIncomeAmt | 0 | 8141 |
| IRS990/PYOtherExpensesAmt | 0 | 1492281 |
| IRS990/PYOtherRevenueAmt | 0 | 586880 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 4549667 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 5116736 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3846698 |
| IRS990/PYTotalExpensesAmt | 0 | 6450452 |
| IRS990/PYTotalRevenueAmt | 0 | 11567188 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -393421 |
| 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 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 8046884 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2626776 |
| 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 | 15424358 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 420000 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 15844358 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 507830 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 521409 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 13579 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 500000 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.