Nonprofit · EIN 47-4121914
SAGE OAK CHARTER SCHOOL
Tax-exempt · REDLANDS, CA 92373
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $69,124,716 | $67,674,587 | $1,450,129 | $37,560,642 | $11,529,428 | $26,031,214 |
| June 30, 2024 | 990 | $58,380,596 | $52,760,421 | $5,620,175 | $34,497,956 | $9,916,871 | $24,581,085 |
| June 30, 2023 | 990 | $48,361,742 | $46,124,124 | $2,237,618 | $28,696,018 | $9,735,108 | $18,960,910 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $68,193,132
- of which government grants
- $68,174,443
- Program service revenue
- $0
- Investment income
- $848,110
- Other revenue
- $83,474
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,902,500
- Other salaries and wages
- $33,808,428
- Salaries, compensation and benefits (total)
- $46,490,822
- Professional fundraising fees
- $0
- Legal fees
- $319,042
- Accounting fees
- $55,511
- Occupancy
- $581,121
- Travel
- $325,961
- Depreciation
- $147,667
- Program services (functional)
- $60,450,243
- Management and general (functional)
- $7,224,344
Balance sheet and other
- Total assets, start of year
- $34,497,956
- Total assets, end of year
- $37,560,642
- Total liabilities, end of year
- $11,529,428
- Net assets, end of year
- $26,031,214
- Land, buildings and equipment
- $342,484
- Net assets without donor restrictions
- $26,031,214
- Gross receipts
- $69,124,716
- Employees
- 467
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTA WOODGRIFT | SUPERINTD. OF SCHOOLS Officer | 40 | $251,282 | $54,955 |
| KELLY PRINS | SENIOR DIR. OF SP ED Key employee | 40 | $220,149 | $41,010 |
| ERIN BUNCH | ASST SUPERINTD. OF ED SRVCS Key employee | 40 | $203,332 | $54,186 |
| CANDICE COFFEY | ASST SUPERINTD. OF HR Officer | 40 | $200,480 | $53,783 |
| LAWRENCE KING | SENIOR DIR. OF OUTREACH AND DEV. Key employee | 40 | $205,532 | $46,216 |
| TIM O'BRIEN | ASST SUPERINTD. OF BIZ SRVCS Key employee | 40 | $211,201 | $32,434 |
| LISA THOMPSON | ASST SUPERINTD. OF OP. AND ACCT Key employee | 40 | $203,280 | $37,788 |
| HABIB TAHMAS | SENIOR DIR. OF FISCAL SRVCS Highest-paid employee | 40 | $181,959 | $37,297 |
| DANIELLE RUIZ | ASST DIR. OF SPECIAL ED Highest-paid employee | 40 | $166,459 | $49,355 |
| TRACI KING | DIR. OF SECONDARY ED/PRINCIPAL Highest-paid employee | 40 | $164,500 | $49,073 |
| THERESA TEDESCO | DIR. OF STUDENT SRVCS Highest-paid employee | 40 | $151,183 | $48,041 |
| CHELSEY ANEMA | DIR. OF PRSNLZD LRNING/PRINCIPAL Highest-paid employee | 40 | $150,612 | $47,121 |
| WILLIAM HALL | PRESIDENT Trustee or director, Officer | 5 | $14,300 | $0 |
| STEVE FRAIRE | CLERK Trustee or director | 5 | $14,300 | $0 |
| MICHAEL HUMPHREY | VICE PRESIDENT Trustee or director, Officer | 2 | $8,450 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN HOULE | DIRECTOR Trustee or director | 2 | $8,450 |
| PETE MATZ | DIRECTOR Trustee or director | 2 | $8,450 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTA WOODGRIFT | CEO/SUPERINTENDENT Officer | 40 | $243,924 | $63,582 |
| KELLY PRINS | DIR OF SPECIAL EDUCATION Key employee | 40 | $209,263 | $57,101 |
| LAWRENCE KING | DIR OF OUTREACH & DEV Key employee | 40 | $195,718 | $54,580 |
| CANDICE COFFEY | DIR OF HUMAN RESOURCES Key employee | 40 | $185,676 | $52,293 |
| ERIN BUNCH | DIR OF STUDENT SERVICES Key employee | 40 | $183,618 | $51,948 |
| LISA THOMPSON | DIR OF OPS & ACCOUNTABILITY Key employee | 40 | $181,623 | $51,958 |
| TIM O'BRIEN | CFO Officer | 40 | $188,995 | $35,000 |
| HABIBULLAH TAHMAS | DIRECTOR OF FISCAL SERVICES Key employee | 40 | $174,261 | $33,498 |
| TRACI KING | HIGH SCHOOL PRINCIPAL Highest-paid employee | 40 | $150,246 | $46,109 |
| JODI N COPE | ASSIST DIR OF OPS & ACCOUNTABILITY Highest-paid employee | 40 | $144,820 | $45,085 |
| THERESA TEDESCO | ASSIST DIR OF STUDENT SERVICES/MTSS Highest-paid employee | 40 | $137,754 | $44,641 |
| CARLEEN MAURER | PRINCIPAL Highest-paid employee | 40 | $137,549 | $43,678 |
| LANA BESHARA | VIRTUAL LEARN PRINCIPAL Highest-paid employee | 1 | $132,702 | $42,869 |
| WILLIAM HALL | BOARD PRESIDENT Trustee or director, Officer | 5 | $12,450 | $0 |
| STEVE FRAIRE | CLERK Trustee or director, Officer | 5 | $12,450 | $0 |
| MICHAEL HUMPHREY | MEMBER Trustee or director | 2 | $7,500 | $0 |
| SUSAN HOULE | MEMBER Trustee or director | 2 | $7,500 | $0 |
| PETE MATZ | MEMBER Trustee or director | 2 | $7,500 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTA WOODGRIFT | CEO/SUPERINTENDENT Officer | 40 | $207,782 | $52,314 |
| CANDICE COFFEY | DIR OF HUMAN RESOURCES Highest-paid employee | 40 | $163,206 | $44,789 |
| ERIN BUNCH | DIR . OF STUDENT SERVICES Highest-paid employee | 40 | $163,297 | $44,177 |
| JAMEE BLOCK | DIR. OF EDUCATION SERVICES Highest-paid employee | 40 | $160,624 | $44,822 |
| LISA THOMPSON | DIR. OF OPS & ACCOUNTABILITY Highest-paid employee | 40 | $164,844 | $27,085 |
| TIM O'BRIEN | CFO Officer | 40 | $161,788 | $27,900 |
| TRACI KING | HIGH SCHOOL PRINCIPAL Highest-paid employee | 40 | $131,801 | $38,121 |
| WILLIAM HALL | BOARD PRESIDENT Trustee or director, Officer | 5 | $12,450 | $0 |
| STEVE FRAIRE | CLERK Trustee or director | 5 | $12,450 | $0 |
| MICHAEL HUMPHREY | VICE PRESIDENT Trustee or director, Officer | 2 | $7,500 | $0 |
| SUSAN HOULE | MEMBER Trustee or director | 2 | $7,500 | $0 |
| PETE MATZ | MEMBER Trustee or director | 2 | $7,500 | $0 |
Address and contacts
- Address (IRS master file)
- 1473 FORD ST STE 105, REDLANDS, CA 92373-3915
- In care of
- % CANDICE COFFEY
- Principal officer (990 for 2024)
- TIM O'BRIEN, 1473 FORD STREET 105, REDLANDS, CA 92373
- Signed the 990
- TIM O'BRIEN, CFO
- Phone
- (888) 435-4445
- Website
- WWW.SAGEOAK.EDUCATION
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-4121914 or by the name SAGE OAK CHARTER SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- THE PROGRAM SUCCESSFULLY DELIVERS AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL, WITH ADA (AVERAGE DAILY ATTENDANCE) OF 4,856 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.Expenses $60,450,243
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4121914
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $37,560,642
- Income (IRS master file)
- $69,124,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $69,124,716 | $67,674,587 | $37,560,642 | XML |
| 990 | June 2024 | $58,380,596 | $52,760,421 | $34,497,956 | XML |
| 990 | June 2023 | $48,361,742 | $46,124,124 | $28,696,018 | XML |
| 990 | June 2022 | $45,185,778 | $38,739,331 | $21,279,749 | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4121914).
Questions about SAGE OAK CHARTER SCHOOL
- What is the EIN of SAGE OAK CHARTER SCHOOL?
- The employer identification number (EIN) of SAGE OAK CHARTER SCHOOL is 47-4121914.
- Is SAGE OAK CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SAGE OAK CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAGE OAK CHARTER SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAGE OAK CHARTER SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAGE OAK CHARTER SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAGE OAK CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names TIM O'BRIEN.
- Who are the officers and directors of SAGE OAK CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 17 people; 17 received compensation from the organization, the highest $251,282 (KRISTA WOODGRIFT, SUPERINTD. OF SCHOOLS).
- How much revenue does SAGE OAK CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $69,124,716, expenses of $67,674,587 and total assets of $37,560,642 at year end.
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