2024-05-10T16:50:03-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 474121914 SAGE OAK CHARTER SCHOOL SAGE 8884354445 1473 FORD STREET 105 REDLANDS CA 92373 TIM O'BRIEN CFO 8884354445 2024-05-09 1 TIM OBRIEN 999009999 0 MEI-LI HUANG P02383735 6268577300 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIM O'BRIEN 1473 FORD STREET 105 REDLANDS CA 92373 48361742 0 X WWW.SAGEOAK.EDUCATION X 2015 CA THE CORPORATION OPERATES TUITION FREE CHARTER SCHOOL PROGRAMS WHERE TEACHERS AND PARENTS PARTNER TOGETHER. 5 5 327 0 0 0 45105652 48226476 0 0 12617 131524 67509 3742 45185778 48361742 0 0 0 0 25332370 31132053 0 0 0 13406961 14992071 38739331 46124124 6446447 2237618 21279749 28696018 4556457 9735108 16723292 18960910 X THE SCHOOL, IN COLLABORATION WITH PARENTS, TEACHERS, STUDENTS, AND THE SCHOOL'S LEADERSHIP TEAM, CULTIVATES LIFE LONG LEARNERS BY RECOGNIZING STUDENTS AND PARENTS' NEEDS FOR EDUCATIONAL OPTIONS. THE SCHOOL BALANCES FLEXIBILITY WITH ACCOUNTABILITY AND HIGH ACADEMIC EXCELLENCE FOR FAMILIES SEEKING A NON-TRADITIONAL, PERSONALIZED EDUCATIONAL EXPERIENCE. THE SCHOOL UNDERSTANDS THE NEED FOR PARTNERSHIP IN ORDER FOR STUDENTS TO ATTAIN THEIR PERSONAL ACADEMIC GOALS. 0 0 40718194 THE PROGRAM SUCCESSFULLY DELIVERS AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL, SERVING APPROXIMATELY 3,810 STUDENTS ACROSS GRADES TK-12. IT FOSTERS COLLABORATION BETWEEN PARENTS AND CERTIFICATED TEACHERS, ENABLING THE SELECTION OF A WIDE ARRAY OF EDUCATIONAL RESOURCES AND MATERIALS. THESE RESOURCES ARE CHOSEN FROM A LIST OF APPROVED CONTENT AND COMMUNITY PROVIDERS, TO PROVIDE A DIVERSE AND TAILORED EDUCATIONAL EXPERIENCE FOR EVERY STUDENT. 40718194 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 489 0 1 327 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X TIM O'BRIEN 8884354445 1473 FORD STREET 105 REDLANDS CA 92373 KRISTA WOODGRIFT CEO/SUPERINTENDENT 40.00 X 207782 0 52314 CANDICE COFFEY DIR OF HUMAN RESOURCES 40.00 X 163206 0 44789 ERIN BUNCH DIR . OF STUDENT SERVICES 40.00 X 163297 0 44177 JAMEE BLOCK DIR. OF EDUCATION SERVICES 40.00 X 160624 0 44822 LISA THOMPSON DIR. OF OPS & ACCOUNTABILITY 40.00 X 164844 0 27085 TIM O'BRIEN CFO 40.00 X 161788 0 27900 TRACI KING HIGH SCHOOL PRINCIPAL 40.00 X 131801 0 38121 WILLIAM HALL BOARD PRESIDENT 5.00 X X 12450 0 0 STEVE FRAIRE CLERK 5.00 X 12450 0 0 MICHAEL HUMPHREY VICE PRESIDENT 2.00 X X 7500 0 0 SUSAN HOULE MEMBER 2.00 X 7500 0 0 PETE MATZ MEMBER 2.00 X 7500 0 0 1200742 0 279208 29 0 1 0 MOVING BEYOND THE PAGE 17801 STATE HWY 6 COLLEGE STATION TX 77845 INSTRUCTIONAL SUPPLIES 260135 1 48226476 48226476 131524 131524 REFUND 900099 3742 3742 3742 48361742 0 0 135266 X 514595 514595 23353191 21641604 1711587 3511460 3464042 47418 3146415 2798975 347440 606392 435139 171253 1047527 1047527 206544 109999 96545 49219 49219 5548867 5357639 191228 39647 34054 5593 238944 161234 77710 629944 317397 312547 294935 21459 273476 284340 50082 234258 2739 2739 70798 70798 113008 113008 INSTRUCTIONAL MATERIALS 5793921 5436998 356923 OTHER EXPENSES 671638 374977 296661 46124124 40718194 5405930 0 8610558 11938073 5072332 9367466 7406308 6359872 138131 404617 323643 70798 52420 252845 0 373145 21279749 28696018 1847876 2810752 2551542 6467065 124996 62494 32043 394797 4556457 9735108 X 16723292 18960910 16723292 18960910 21279749 28696018 2237618 0 X X 0 1 X 1 1 1 X 323643 70798 252845 252845 OPERATING LEASE LIABILITY 394797 394797 X 48361742 0 48361742 0 48361742 46124124 0 46124124 0 46124124 PART X, LINE 2: THE SCHOOL IS A NONPROFIT CORPORATION EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AND EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS. SCHEDULE E, PART I, LINE 6 THE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X 0 0 0 0 0 0 0 0 0 KRISTA WOODGRIFT CEO/SUPERINTENDENT 207782 0 0 0 0 0 35214 0 17100 0 260096 0 0 0 CANDICE COFFEY DIR OF HUMAN RESOURCES 163206 0 0 0 0 0 27689 0 17100 0 207995 0 0 0 ERIN BUNCH DIR . OF STUDENT SERVICES 163297 0 0 0 0 0 27077 0 17100 0 207474 0 0 0 JAMEE BLOCK DIR. OF EDUCATION SERVICES 160624 0 0 0 0 0 27722 0 17100 0 205446 0 0 0 LISA THOMPSON DIR. OF OPS & ACCOUNTABILITY 164844 0 0 0 0 0 27085 0 0 0 191929 0 0 0 TIM O'BRIEN CFO 161788 0 0 0 0 0 10800 0 17100 0 189688 0 0 0 TRACI KING HIGH SCHOOL PRINCIPAL 131801 0 0 0 0 0 21021 0 17100 0 169922 0 0 0 PART I, LINE 3 THE CEO/SUPERINTENDENT'S PAY IS DETERMINED BASED ON DATA OBTAINED THROUGH COMPARISON STUDIES OF SIMILAR SIZED ORGANIZATIONS AND OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEO'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA OBTAINED THROUGH COMPARISON STUDIES OF SIMILAR SIZED ORGANIZATIONS AND OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND CEO/SUPERINTENDENT. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO/SUPERINTENDENT'S PAY IS DETERMINED BASED ON DATA OBTAINED THROUGH COMPARISON STUDIES OF SIMILAR SIZED ORGANIZATIONS AND OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEO'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA OBTAINED THROUGH COMPARISON STUDIES OF SIMILAR SIZED ORGANIZATIONS AND OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G INSTRUCTIONAL FUNDS - SERVICES: PROGRAM SERVICE EXPENSES 4,696,671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,696,671. SPED CONSULTANTS AND VENDORS SUBAGREEMENTS : PROGRAM SERVICE EXPENSES 506,354. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 506,354. PROFESSIONAL SERVICES - NON-INSTRUCTIONALS: PROGRAM SERVICE EXPENSES 132,585. MANAGEMENT AND GENERAL EXPENSES 116,102. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,687. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 22,029. MANAGEMENT AND GENERAL EXPENSES 75,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,155. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.