Blue Oak School
- Assets
- $23.9m
- Revenue
- $11.6m
- Investments
- $0.0
- Employees
- 66
- Location
- Napa, CA
- Founding
- 01/2004
- Data as of
- 06/2022
- EIN
- 95-4803542
Organization Overview
Blue Oak School is located in Napa, CA. The organization was established in 2004. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2022, Blue Oak School employed 66 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Blue Oak School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Blue Oak School generated $11.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.8% each year . All expenses for the organization totaled $6.5m during the year ending 06/2022. While expenses have increased by 3.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION GRADES KINDERGARTEN THROUGH EIGHTH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dan Schwartz Head Of Scho | 40 | $294,720 | |
Jennifer Fotherby Director Of | Officer | 40 | $154,717 |
Meredith Wilson Asst. Head O | 40 | $145,415 | |
Jonathan Frias Trustee | Trustee | 2 | $0 |
Jared Goldman Secretary | OfficerTrustee | 2 | $0 |
Jason Johnson Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,422,500 |
| Noncash contributions included in lines 1a–1f | $523,626 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $6,422,500 |
| Total Program Service Revenue | $4,549,667 |
| Investment income | $8,141 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$140,384 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,567,188 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $1,111,473 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,846,698 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $186,377 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $300,000 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $92,304 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $218,014 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,450,452 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,487,797 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $932,539 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $16,345 |
| Net Land, buildings, and equipment | $13,000,157 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $507,830 |
| Total assets | $23,944,668 |
| Accounts payable and accrued expenses | $676,545 |
| Grants payable | $0 |
| Deferred revenue | $1,765,641 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $500,000 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $2,117,358 |
| Other liabilities | $0 |
| Total liabilities | $5,059,544 |
| Net assets without donor restrictions | $10,351,829 |
| Net assets with donor restrictions | $8,533,295 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,944,668 |