Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
65th percentile
Higher top officer pay than 65% of similar nonprofits.
Top officer pay equals 3.9% of source-year revenue.
Asset Growth
93rd percentile
Faster asset growth than 93% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Assets
Up$34,619,701
Up $10,497,136 (+44%) from 2023
Net Assets
Up$20,695,060
Up $2,203,357 (+12%) from 2023
Liabilities
Up$13,924,641
Up $8,293,779 (+147%) from 2023
Revenue
Up$8,522,573
Up $2,551,321 (+43%) from 2023
Expenses
Down$6,077,762
Down $286,911 (-4.5%) from 2023
Net Income
Up$2,444,811
Up $2,838,232 (+721%) from 2023
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 | $19,602,515 | $32,184,578 | ▲ $12,582,063 |
| Loans From Officers Directors | - | $6,223,000 | - |
| Savings and Temporary Cash Investments | $2,626,776 | $1,356,210 | ▼ $1,270,566 |
| Investments in Publicly Traded Securities | $521,409 | $531,153 | ▲ $9,744 |
| Cash and Non-Interest-Bearing Accounts | $653,556 | $395,424 | ▼ $258,132 |
| Pledges and Grants Receivable | $360,390 | $111,159 | ▼ $249,231 |
| Prepaid Expenses and Deferred Charges | $18,440 | - | - |
| Total Assets | $24,122,565 | $34,619,701 | ▲ $10,497,136 |
| Other Assets Total | $339,479 | $41,177 | ▼ $298,302 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,596,121 | $3,574,161 | ▲ $1,978,040 |
| Mortgage Notes Payable Secured by Investment Property | $1,999,900 | $2,178,934 | ▲ $179,034 |
| Deferred Revenue | $1,676,081 | $1,694,665 | ▲ $18,584 |
| Other Liabilities | $358,760 | $253,881 | ▼ $104,879 |
| Total Liabilities | $5,630,862 | $13,924,641 | ▲ $8,293,779 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $16,707,557 | $20,113,907 | ▲ $3,406,350 |
| Net Assets With Donor Restrictions | $1,784,146 | $581,153 | ▼ $1,202,993 |
| Total Net Assets Fund Balance | $18,491,703 | $20,695,060 | ▲ $2,203,357 |
| Total Liabilities and Net Assets / Fund Balance | $24,122,565 | $34,619,701 | ▲ $10,497,136 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $28,043,097 | $630,000 | $28,673,097 |
| Land | $4,100,000 | - | $4,100,000 |
| Equipment | $41,481 | $761,850 | $803,331 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $521,409 | - | ▲ $9,744 | - | $531,153 |
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jonathan Fulk | Head of Scho | FT | $308,200 | $21,206 | $329,406 |
| Jonathan Fulk | Head of School | - | $308,200 | $21,206 | $329,406 |
| Meredith Wilson | Asst. Head O | FT | $162,240 | $21,064 | $183,304 |
| Meredith Wilson | Asst. Head of School | - | $162,240 | $21,064 | $183,304 |
| Dawn Carleton | Asst Head of | FT | $157,500 | $9,414 | $166,914 |
| Dawn Carleton | Asst Head of School | - | $157,500 | $9,414 | $166,914 |
| Marietta Williams | Director of Devel | FT | $136,250 | $20,732 | $156,982 |
| Marietta Williams | Director of Development | - | $136,250 | $20,732 | $156,982 |
| Name | Title |
|---|---|
| Tim Shaw | Audit Chair |
| Carol Kingery Ritter | Board Chair |
| Kitty Oestlien | Vice Chair |
| Cleo Pahlmeyer | Trustee |
| Dan Haspel | Trustee |
| Jae Chun | Trustee |
| Kristin Minardos | Trustee |
| Mario Marte | Trustee |
| Mark Strode | Trustee |
| Michael Jennaro | Trustee |
| Paul Oseso | Trustee |
| Steve Taylor | 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 | $9,657,452 |
| Downey Brand | Consult/const. | 621 CAPITOL MALL 18TH FLOOR, Sacramento, CA 95814 | $332,142 |
| Mentis | Rent | 709 FRANKLIN STREET, Napa, CA 94559 | $305,000 |
| Ratcliff Architects | Architect | 5856 DOYLE STREET, Emeryville, CA 94608 | $164,397 |
| Ninyo & Moore | Contractor | 5710 RUFFIN ROAD, San Diego, CA 92123 | $112,158 |
| Contribution Type | Contribution Count | Reported Amount |
|---|---|---|
| Other Non Cash Contri Table | 1 | $187,645 |
| Total Noncash Contributions | 1 | $187,645 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $3,625,015 |
| Other Expenses | $1,479,850 |
| Grants and Similar Amounts Paid | $972,897 |
| Total Fundraising Expense | $286,447 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $2,616,593 | $461,801 | $238,421 | $3,316,815 |
| Grants to Domestic Individuals | $972,897 | - | - | $972,897 |
| Current Officers, Directors, Trustees, and Key Employees | $243,134 | $42,910 | $22,156 | $308,200 |
| Occupancy | $271,561 | $26,979 | $6,460 | $305,000 |
| Depreciation Depletion | $188,283 | $24,521 | $5,871 | $218,675 |
| Office Expenses | $187,788 | $18,656 | $4,467 | $210,911 |
| Other Expenses | $79,039 | $78,823 | $1,219 | $78,823 |
| Interest | $48,946 | $4,863 | $1,164 | $54,973 |
| All Other Expenses | $46,000 | $4,570 | $1,094 | $51,664 |
| Total Functional Expenses | $5,099,733 | $691,582 | $286,447 | $6,077,762 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $6,077,762 |
| Expenses per Audited Statements | $5,104,865 |
| Total Expenses per Audited Statements | $5,104,865 |
| Expenses Not Reported on Financial Statements | $972,897 |
| Other Expense Adjustments | $972,897 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $379,234 |
| Fundraising Gross Income | $352,778 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction Income | $352,778 | $352,778 | $379,234 | $-26,456 |
| Total Events | $352,778 | $352,778 | $379,234 | $-26,456 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | - | $6,223,000 | - |
| Liability | Amount |
|---|---|
| Accrued Interest | $212,704 |
| Lease Liabilities | $41,177 |
“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.”
“Write off of uncollectible 2023 -166,342 reduction summer class 2023 -17,711 total -184,053 an adjustment was made to fy 2023 to writeoff uncollectible accounts of 166,342. An adjustment was made to fy 2023 for a reduction in revenue relating to summer tuition and deferral of deposits for summer classes resulting in a reduction of %17,711. Prior period adjustment decrease 57,411.”
“Earnings from the endowment fund are intended for the support of the operating needs of the school.”
“Grants/tuition discounts -972,897”
“Grants/tuition discounts 972,897”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1596121 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 3574161 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH. |
| IRS990/AllOtherContributionsAmt | 0 | 3831379 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 1094 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4570 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 46000 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 51664 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | JONATHAN FULK |
| 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 | 653556 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 395424 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 7 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 22156 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 42910 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 243134 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 308200 |
| 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 | 9657452 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 332142 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 305000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 164397 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 112158 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 11722 SORRENTO VALLEY ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 621 CAPITOL MALL 18TH FLOOR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 709 FRANKLIN STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 5856 DOYLE STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 5710 RUFFIN ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | SACRAMENTO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | NAPA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | EMERYVILLE |
| 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 | 95814 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 94559 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 94608 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 92123 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | DAVIS REED CONSTRUCTION |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | DOWNEY BRAND |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | MENTIS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | RATCLIFF ARCHITECTS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | NINYO & MOORE |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONSTRUCTION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONSULT/CONST. |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | RENT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | ARCHITECT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | CONTRACTOR |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 3831379 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 972897 |
| IRS990/CYInvestmentIncomeAmt | 0 | 35191 |
| IRS990/CYOtherExpensesAmt | 0 | 1479850 |
| IRS990/CYOtherRevenueAmt | 0 | 49488 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 4606515 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2444811 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3625015 |
| IRS990/CYTotalExpensesAmt | 0 | 6077762 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 286447 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8522573 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1676081 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1694665 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 5871 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 24521 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 188283 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 218675 |
| 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 | 1784146 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 581153 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 62 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 5099733 |
| 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 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
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| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | 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 |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 21206 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 21064 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 9414 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 20732 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JONATHAN FULK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MEREDITH WILSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DAWN CARLETON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARIETTA WILLIAMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JAE CHUN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAN HASPEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MICHAEL JENNARO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JEAN LORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MARIO MARTE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | HANK MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KRISTIN MINARDOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | KITTY OESTLIEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | PAUL OSESO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | CLEO PAHLMEYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | CAROL KINGERY RITTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | TIM SHAW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | YVETTE SHERER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | MARK STRODE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | STEVE TAYLOR |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 308200 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 162240 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 157500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 136250 |
| 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/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 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/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | HEAD OF SCHO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | ASST. HEAD O |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | ASST HEAD OF |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIR OF DEVEL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | BOARD CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | AUDIT CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingDirectExpensesAmt | 0 | 379234 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 352778 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -6712 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantAmt | 0 | 972897 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 972897 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 972897 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 8908519 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 4 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InterestGrp/FundraisingAmt | 0 | 1164 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 4863 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 48946 |
| IRS990/InterestGrp/TotalAmt | 0 | 54973 |
| IRS990/InvestmentExpenseAmt | 0 | -57401 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 41903 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 41903 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 521409 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 531153 |
| IRS990/IRPDocumentCnt | 0 | 23 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1391850 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 19602515 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 32184578 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 33576428 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 6712 |
| IRS990/LoanOutstandingInd | 0 | true |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 6223000 |
| 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 | 1999900 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 2178934 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 18491703 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 20695060 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -6712 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -6712 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -26456 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -26456 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 16707557 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 20113907 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 187645 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 6460 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 26979 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 271561 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 305000 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 4467 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 18656 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 187788 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 210911 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 339479 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 41177 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -184053 |
| IRS990/OtherExpensesGrp/Desc | 0 | FACILITIES |
| IRS990/OtherExpensesGrp/Desc | 1 | STUDENT ACTIVITIES |
| IRS990/OtherExpensesGrp/Desc | 2 | OTHER |
| IRS990/OtherExpensesGrp/Desc | 3 | BAD DEBT WRITEOFF |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 5595 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1219 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 23368 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 5091 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 78823 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 235214 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 210278 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 79039 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 264177 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 210278 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 85349 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 78823 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 358760 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 253881 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 611600 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 75944 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 75944 |
| IRS990/OtherRevenueTotalAmt | 0 | 75944 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 238421 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 461801 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 2616593 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 3316815 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 360390 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 111159 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 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 | 4433462 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 105734 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 34218 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 33101 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4433462 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 105734 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 34218 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 33101 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 1268260 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1037638 |
| IRS990/PYInvestmentIncomeAmt | 0 | 112945 |
| IRS990/PYOtherExpensesAmt | 0 | 1437360 |
| IRS990/PYOtherRevenueAmt | 0 | -89503 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 4679550 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -393421 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3889675 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.