2024-05-14T19:10:16-04:00 2023-06-30 208710580 FECHTER & COMPANY CPA'S 3445 AMERICAN RIVER DR STE A SACRAMENTO CA 95864 990 2022-07-01 954803542 BLUE OAK SCHOOL BLUE 7072614500 1436 POLK STREET NAPA CA 94559 JONATHAN FULK HEAD OF SCHOOL 7072614500 2023-01-30 true JONATHAN FULK 999009999 false BRETT V HUSTON P00846006 9163335360 2024-05-14 2022 2023-04-26 12:10:37Z JONATHAN FULK 1436 POLK STREET NAPA CA 94559 6101289 false X WWW.BLUEOAKSCHOOL.ORG X 2001 CA NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH. 13 13 69 200 0 6422500 1268260 4549667 4679550 8141 112945 586880 -89503 11567188 5971252 1111473 1037638 0 3846698 3889675 0 269600 1492281 1437360 6450452 6364673 5116736 -393421 23944668 24122565 5059544 5630862 18885124 18491703 X 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. false false 5349663 1037638 NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION GRADES KINDERGARTEN THROUGH EIGHTH. 5349663 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 14 0 false 69 true false false false false false true true false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true false false false CA X DAN SCHWARTZ 7072614500 1436 POLK STREET NAPA CA 94559 X JONATHAN FULK HEAD OF SCHO 40.00 X 297000 0 19781 MEREDITH WILSON ASST. HEAD O 40.00 X 156000 0 17731 ETTA WILLIAMS DIR OF DEVEL 40.00 X 125000 0 17745 JAE CHUN TRUSTEE 2.00 X 0 0 0 SABINA CORREA TRUSTEE 2.00 X 0 0 0 JASON JOHNSON TRUSTEE 2.00 X 0 0 0 JEAN LORD SECRETARY 2.00 X X 0 0 0 HANK MILLER TREASURER 2.00 X X 0 0 0 KRISTIN MINARDOS TRUSTEE 2.00 X 0 0 0 KITTY OESTLIEN TRUSTEE 2.00 X 0 0 0 PAUL OSESO TRUSTEE 2.00 X 0 0 0 SCOTT PERRYMAN TRUSTEE 2.00 X 0 0 0 CAROL RITTER TRUSTEE 2.00 X 0 0 0 TIM SHAW VICE CHAIR 2.00 X 0 0 0 YVETTE SHERER TRUSTEE 2.00 X 0 0 0 MARK STRODE CHAIR 2.00 X X 0 0 0 578000 55257 3 false true false DAVIS REED CONSTRUCTION 11722 SORRENTO VALLEY ROAD SAN DIEGO CA 92121 CONSTRUCTION 5303296 COMMUNITY DEVELOPMENT DEPT 1600 FIRST STREET NAPA CA 94559 CONSTRUCTION 475000 RATCLIFF ARCHITECTS 5856 DOYLE STREET EMERYVILLE CA 94608 ARCHITECT 377452 AVOCADO EDUCATION PROP LLC 645 LANDOR LANE PASADENA CA 91106 RENT 275000 NINYO & MOORE 5710 RUFFIN ROAD SAN DIEGO CA 92123 CONTRACTOR 181863 5 315367 232907 719986 105136 1268260 TUITION REVENUES - GROSS 611600 4539112 4539112 SUMMER & AFTER SCHOOL 611600 98208 98208 AFTER SCHOOL 611600 25819 25819 CAMP FEES 611600 16411 16411 4679550 112945 112945 315367 130037 -130037 -130037 OTHER 611600 40534 40534 40534 5971252 4833029 -130037 1037638 1037638 3889675 3013284 633570 242821 199828 177920 17676 4232 300000 267109 26537 6354 83688 74513 7403 1772 226674 201823 20050 4801 FACILITIES 326098 290346 28845 6907 STUDENT ACTIVITIES 172996 172996 OTHER 65431 58257 5788 1386 DEVELOPMENT 62645 55777 5541 1327 6364673 5349663 745410 269600 1440913 653556 8046884 2626776 932539 360390 16345 18440 20859931 1257416 13000157 19602515 507830 521409 339479 23944668 24122565 676545 1596121 1765641 1676081 500000 2117358 1999900 358760 5059544 5630862 X 10351829 16707557 8533295 1784146 18885124 18491703 23944668 24122565 X -393421 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 507830 13579 521409 7000 500000 830 507830 7000 7000 2867671 7000 4262 2871933 7000 2887554 89127 109010 2867671 1.00000 false false 4100000 4100000 15844358 420000 15424358 915573 837416 78157 19602515 LEASE LIABILITIES 339479 ACCRUED INTEREST 19281 358760 4933614 -1037638 -1037638 5971252 5971252 5327035 5327035 1037638 1037638 6364673 SCHEDULE D, PAGE 2, PART V, LINE 4 EARNINGS FROM THE ENDOWMENT FUND ARE INTENDED FOR THE SUPPORT OF THE SCHOOL. SCHEDULE D, PAGE 4, PART XI, LINE 2D GRANTS/TUITION DISCOUNTS -1,037,638 SCHEDULE D, PAGE 4, PART XII, LINE 4B GRANTS/TUITION DISCOUNTS 1,037,638 true true true true true true true false false false false false false false false false false true SCHEDULE E NONDISCRIMNATORY POLICIES ARE PUBLICIZED THROUGH ALL OF THE SCHOOL'S ADVERTISING INCLUDING ANY PUBLISHED MATERIALS FROM THE SCHOOL. ONE OF THE SCHOOL'S POLICIES IS TO PROMOTE DIVERSITY. AUCTION INCOME 315367 315367 130037 315367 315367 130037 130037 -130037 SCHEDULE G, PART IV FUNDRAISING AUCTION FOR SCHOOL. false TUITION ASSISTANCE 84 1037638 FMV DIRECT CREDIT SCHEDULE I, PAGE 4, PART IV PART I, LINE 2: ALL TUITION ASSISTANCE IS AWARDED ON THE BASIS OF FINANCIAL NEED AS DEMONSTRATED THROUGH THE ANALYSIS OF DOCUMENTS EVALUATED BY TADS - A THIRD PARTY PROVIDER SPECIALIZING IN FINANCIAL AID ANALYSIS. THESE DOCUMENTS INCLUDE FEDERAL TAX RETURNS, CASH FLOW STATEMENTS, BUSINESS RECORDS AND OTHER INFORMATION DEEMED IMPORTANT TO DETERMINING A FAMILY'S FINANCIAL POSITION. X true true X X false false false false false false false false false JONATHAN FULK HEAD OF SCHOOL 297000 19781 316781 MEREDITH WILSON ASST. HEAD OF SCHOOL 156000 17731 173731 SCHEDULE J, PART III PART I, LINE 1A: DAN SCHWARTZ' HEAD OF SCHOOL EMPLOYMENT AGREEMENT INCLUDES NONTAXABLE BENEFITS OF A 2,000/MONTH HOUSING ALLOWANCE AND AN AGREEMENT TO HOST SCHOOL EVENTS AT HIS HOME AS A CONDITION OF EMPLOYMENT, USE OF A LEASED VEHICLE VALUED AT UP TO 346.71/MONTHLY, ANNUAL DISCRETIONARY SPENDING FOR PROFESSIONAL DEVELOPMENT UP TO 5,000 AND 2,000 FOR BUSINESS EXPENSES. THE AGREEMENT IS IN EFFECT FROM 7/1/2020 TO 6/30/25. PART I, LINE 3: A WRITTEN EMPLOYEE CONTRACT FOR THE HEAD OF SCHOOL OUTLINES WAGES AND BENEFITS FOR 7/1/20 THROUGH 6/30/2025. X 3 79482 FMV X AUCTION ITEMS 33 25654 FMV false false false FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 6, PART VI, LINE 11B 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. FORM 990, PAGE 6, PART VI, LINE 12C 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. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9 GRANTS/TUITION DISCOUNTS -1,037,638 GRANTS/TUITION DISCOUNTS 1,037,638