2025-03-26T17:19:51-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 474121914 SAGE OAK CHARTER SCHOOL SAGE 8884354445 1473 FORD STREET 105 REDLANDS CA 92373 TIM O'BRIEN CFO 8884354445 2025-03-20 1 0 MEI-LI HUANG P02383735 6268577300 2025-03-20 2023 2025-03-06 01:10:19Z TIM O'BRIEN 1473 FORD STREET 105 REDLANDS CA 92373 58380596 0 X WWW.SAGEOAK.EDUCATION X 2015 CA THE CHARTER SCHOOL OPERATES TUITION FREE WHERE TEACHERS AND PARENTS PARTNER TOGETHER. 5 0 390 0 0 0 48226476 57802597 0 0 131524 349440 3742 228559 48361742 58380596 0 0 0 0 31132053 37296347 0 0 0 14992071 15464074 46124124 52760421 2237618 5620175 28696018 34497956 9735108 9916871 18960910 24581085 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 47282082 25178 THE PROGRAM SUCCESSFULLY DELIVERS AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL, WITH ADA (AVERAGE DAILY ATTENDANCE) OF 4,165 ACROSS GRADES TK-12 ACROSS THREE CHARTER SCHOOLS. 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. 47282082 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 1 497 0 1 390 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X TIM OBRIEN 8884354445 1473 FORD ST SUITE 105 REDLANDS CA 92373 WILLIAM HALL BOARD PRESIDENT 5.00 X X 12450 0 0 STEVE FRAIRE CLERK 5.00 X X 12450 0 0 MICHAEL HUMPHREY MEMBER 2.00 X 7500 0 0 SUSAN HOULE MEMBER 2.00 X 7500 0 0 PETE MATZ MEMBER 2.00 X 7500 0 0 KRISTA WOODGRIFT CEO/SUPERINTENDENT 40.00 X 243924 0 63582 TIM O'BRIEN CFO 40.00 X 188995 0 35000 CANDICE COFFEY DIR OF HUMAN RESOURCES 40.00 X 185676 0 52293 ERIN BUNCH DIR OF STUDENT SERVICES 40.00 X 183618 0 51948 KELLY PRINS DIR OF SPECIAL EDUCATION 40.00 X 209263 0 57101 LISA THOMPSON DIR OF OPS & ACCOUNTABILITY 40.00 X 181623 0 51958 LAWRENCE KING DIR OF OUTREACH & DEV 40.00 X 195718 0 54580 HABIBULLAH TAHMAS DIRECTOR OF FISCAL SERVICES 40.00 X 174261 0 33498 CARLEEN MAURER PRINCIPAL 40.00 X 137549 0 43678 JODI N COPE ASSIST DIR OF OPS & ACCOUNTABILITY 40.00 X 144820 0 45085 TRACI KING HIGH SCHOOL PRINCIPAL 40.00 X 150246 0 46109 THERESA TEDESCO ASSIST DIR OF STUDENT SERVICES/MTSS 40.00 X 137754 0 44641 LANA BESHARA VIRTUAL LEARN PRINCIPAL 1.00 X 132702 0 42869 2313549 0 622342 18 0 1 0 EPIPHANY CURRICULUM LLC 17801 STATE HWY 6 COLLEGE STATION TX 77845 CURRICULUM 231085 BRENDA K BARNETT DBA SINGAPORE MATH INC 15330 WALTERS RD HOUSTON TX 77068 MATH TUTORING 184219 AUTUMN RUJIRAVIRIYAPINYO 10377 JUNIPER AVE YUCAIPA CA 92399 OFFICE IMPROVEMENTS 137986 SCHOOL FAMILY MEDIA LLC DBA EDUKIT 100 STOENWALL BLVD STE 3 WRENTHAM MA 02093 SCHOOL SUPPLIES KITS 112173 4 57802597 57802597 349440 349440 ADJUSTMENTS 900099 159550 159550 REFUND 900099 38831 38831 FIELD TRIPS 900099 25178 25178 5000 5000 228559 58380596 25178 0 552821 X 2011185 1087130 924055 26185555 25341181 844374 4288807 4288807 4080079 3794624 285455 730721 610567 120154 1274493 1274493 183616 183616 49339 49339 5702211 5532444 169767 69224 14617 54607 517884 442103 75781 1074478 690135 384343 405128 75081 330047 309057 52151 256906 1002 1002 134362 134362 133444 133444 INSTRUCTIONAL MATERIALS 5083607 4928495 155112 OTHER EXPENSES 526229 424747 101482 52760421 47282082 5478339 0 11938073 12271762 9367466 14604666 6359872 6401428 404617 504297 360774 205160 252845 155614 373145 560189 28696018 34497956 2810752 3253809 6467065 6102258 62494 394797 560804 9735108 9916871 X 18960910 24581085 18960910 24581085 28696018 34497956 5620175 0 X X 0 1 X 1 1 1 X 360774 205160 155614 155614 OPERATING LEASE LIABILITY 560804 560804 X 58380596 0 58380596 0 58380596 52760421 0 52760421 0 52760421 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 1 1 0 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 4 THE SCHOOL DOES NOT AWARD ANY SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. 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 243924 0 0 0 0 0 44982 0 18600 0 307506 0 0 0 KELLY PRINS DIR OF SPECIAL EDUCATION 209263 0 0 0 0 0 38501 0 18600 0 266364 0 0 0 LAWRENCE KING DIR OF OUTREACH & DEV 195718 0 0 0 0 0 35980 0 18600 0 250298 0 0 0 CANDICE COFFEY DIR OF HUMAN RESOURCES 185676 0 0 0 0 0 33693 0 18600 0 237969 0 0 0 ERIN BUNCH DIR OF STUDENT SERVICES 183618 0 0 0 0 0 33348 0 18600 0 235566 0 0 0 LISA THOMPSON DIR OF OPS & ACCOUNTABILITY 181623 0 0 0 0 0 33358 0 18600 0 233581 0 0 0 TIM O'BRIEN CFO 188995 0 0 0 0 0 16400 0 18600 0 223995 0 0 0 HABIBULLAH TAHMAS DIRECTOR OF FISCAL SERVICES 174261 0 0 0 0 0 14898 0 18600 0 207759 0 0 0 TRACI KING HIGH SCHOOL PRINCIPAL 150246 0 0 0 0 0 27509 0 18600 0 196355 0 0 0 JODI N COPE ASSIST DIR OF OPS & ACCOUNTABILITY 144820 0 0 0 0 0 26485 0 18600 0 189905 0 0 0 THERESA TEDESCO ASSIST DIR OF STUDENT SERVICES/MTSS 137754 0 0 0 0 0 26041 0 18600 0 182395 0 0 0 CARLEEN MAURER PRINCIPAL 137549 0 0 0 0 0 25078 0 18600 0 181227 0 0 0 LANA BESHARA VIRTUAL LEARN PRINCIPAL 132702 0 0 0 0 0 24269 0 18600 0 175571 0 0 0 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 2024. 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 4,797,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,797,518. SPED CONSULTANTS AND VENDORS SUBAGREEMENTS: PROGRAM SERVICE EXPENSES 657,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 657,625. PROFESSIONAL SERVICES - NON-INSTRUCTIONALS: PROGRAM SERVICE EXPENSES 69,787. MANAGEMENT AND GENERAL EXPENSES 133,024. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,811. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 7,514. MANAGEMENT AND GENERAL EXPENSES 36,743. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,257. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.