Blue Oak School
- Assets
- $17.7m
- Revenue
- $15.5m
- Investments
- $0.0
- Employees
- 66
- Location
- Napa, CA
- Founding
- 01/2004
- Data as of
- 06/2021
- 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 06/2021, 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 06/2021, Blue Oak School generated $15.5m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 22.0% each year . All expenses for the organization totaled $6.3m during the year ending 06/2021. While expenses have increased by 3.0% per year over the past 6 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
2021
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 | Officer | 40 | $294,720 |
Jennifer Fotherby Director Of | Officer | 40 | $154,717 |
Meredith Wilson Asst. Head O | 40 | $142,800 | |
Mark Strode Chair | OfficerTrustee | 2 | $0 |
Jason Johnson Treasurer | OfficerTrustee | 2 | $0 |
Jared Goldman Secretary | 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 | $11,130,338 |
| Noncash contributions included in lines 1a–1f | $5,915,679 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $11,130,338 |
| Total Program Service Revenue | $3,743,399 |
| Investment income | -$2,476 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $15,459,309 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $1,131,465 |
| 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 | $3,365,079 |
| 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 | $5,331 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $220,709 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $850,000 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $61,232 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $6,029 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,291,330 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $813,182 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $5,029,942 |
| 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 | $16,839 |
| Net Land, buildings, and equipment | $11,796,011 |
| Investments—publicly traded securities | $7,000 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $17,662,974 |
| Accounts payable and accrued expenses | $668,341 |
| Grants payable | $0 |
| Deferred revenue | $1,393,445 |
| 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 | $1,332,800 |
| Other liabilities | $0 |
| Total liabilities | $3,894,586 |
| Net assets without donor restrictions | $9,455,233 |
| Net assets with donor restrictions | $4,313,155 |
| 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 | $17,662,974 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Blue Oak School has recieved totaling $189,271.
| Awarding Organization | Amount |
|---|---|
Woods Charitable Foundation Philadelphia, PA PURPOSE: SUPPORT THE ACORN FUND TO PROVIDE ONGOING ENHANCEMENTS TO THE SCHOOL | $170,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $17,500 |
Peter A And Vernice H Gasser Foundation Napa, CA PURPOSE: STIPEND TO ASSIST WITH UN-MET CLASSROOM NEEDS | $500 |
Peter A And Vernice H Gasser Foundation Napa, CA PURPOSE: STIPEND TO ASSIST WITH UN-MET CLASSROOM NEEDS | $500 |
Peter A And Vernice H Gasser Foundation Napa, CA PURPOSE: STIPEND TO ASSIST WITH UN-MET CLASSROOM NEEDS | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $271 |
Endowment Analysis
| Beg. Balance | $7,000 |
| Ending Balance | $7,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Childrens Day School Inc San Francisco, CA | $48,363,638 | $20,220,768 |
Great Valley Academy Modesto, CA | $24,077,962 | $19,349,620 |
San Francisco Day School San Francisco, CA | $90,241,572 | $23,860,788 |
Dr Miriam And Sheldon G Adelson Educational Institute Las Vegas, NV | $45,249,882 | $16,559,222 |
Synapse School Menlo Park, CA | $20,691,097 | $17,078,899 |
Mark Day School San Rafael, CA | $46,409,583 | $18,444,024 |
Hillbrook School Los Gatos, CA | $32,644,985 | $20,493,868 |
Heights Christian Schools La Habra Heights, CA | $13,507,090 | $16,795,259 |
Griffin Technology Academies Vallejo, CA | $23,322,546 | $19,613,805 |
Valley Christian School System Cerritos, CA | $15,496,227 | $17,847,318 |
Redlands Christian School Redlands, CA | $36,719,487 | $19,631,459 |
John Thomas Dye School Los Angeles, CA | $79,181,916 | $17,060,481 |