Nonprofit · EIN 68-0469315
FOUNDATION FOR PETALUMA PUBLIC WALDORF
Tax-exempt · PETALUMA, CA 94953
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $246,222 | $225,025 | $21,197 | $661,498 | $505,739 | $155,759 |
| June 30, 2024 | 990 | $183,593 | $313,646 | -$130,053 | $427,526 | $292,964 | $134,562 |
| June 30, 2023 | 990 | $162,809 | $106,379 | $56,430 | $562,508 | $297,893 | $264,615 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $269,443
- Program service revenue
- $0
- Investment income
- $1,632
- Net income from fundraising events
- -$24,853
- Other revenue
- -$24,853
Expenses
- Grants and similar amounts paid
- $194,495
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,955
- Program services (functional)
- $208,241
- Management and general (functional)
- $6,655
- Fundraising (functional)
- $10,129
Balance sheet and other
- Total assets, start of year
- $427,526
- Total assets, end of year
- $661,498
- Total liabilities, end of year
- $505,739
- Net assets, end of year
- $155,759
- Net assets with donor restrictions
- $155,759
- Gross receipts
- $271,075
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2001
- 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 |
|---|---|---|---|
| J OKONSKY | CHAIR/TREASURER Trustee or director, Officer | 4 | $0 |
| H JOHNSON | Secretary Trustee or director, Officer | 4 | $0 |
| P MUNDY | CO-CHAIR Trustee or director | 2 | $0 |
| A BASLER | MEMBER Trustee or director | 2 | $0 |
| G JOHNSON | MEMBER Trustee or director | 2 | $0 |
| A CRICHTON | MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J OKONSKY | CHAIR/TREASURER Trustee or director, Officer | 4 | $0 |
| H JOHNSON | Secretary Trustee or director, Officer | 4 | $0 |
| P MUNDY | MEMBER Trustee or director | 2 | $0 |
| G JOHNSON | MEMBER Trustee or director | 2 | $0 |
| A BASLER | MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J OKONSKY | CHAIR PERSON Trustee or director, Officer | 4 | $0 |
| H JOHNSON | Secretary Trustee or director, Officer | 4 | $0 |
| C JENSEN | Treasurer Trustee or director, Officer | 2 | $0 |
| P MUNDY | MEMBER Trustee or director, Officer | 2 | $0 |
| D FOX | MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2054, PETALUMA, CA 94953-2054
- Principal officer (990 for 2024)
- J OKONSKY, PO BOX 2054, PETALUMA, CA 949532054
- Signed the 990
- A HOHENNER, Treasurer
- Phone
- (707) 762-9020
- Website
- WWW.liveoakfoundation.org
- Return prepared by
- VM ACCOUNTING SERVICES
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0469315 or by the name FOUNDATION FOR PETALUMA PUBLIC WALDORF.
- 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
FUNDRAISING AND SUPPORT FOR LIVE OAK CHARTER SCHOOL
Program accomplishments
- RAISED AND CONTRIBUTED FUNDS TO LIVE OAK CHARTER SCHOOL IN SUPPORT OF SCHOOL PROGRAMS FOR THE BENEFIT OF 293 STUDENTS. SUPPORTED OTHER COMMUNITY SERVICESExpenses $208,241
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
- 68-0469315
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $661,498
- Income (IRS master file)
- $271,075
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $246,222 | $225,025 | $661,498 | IRS |
| 990 | June 2024 | $183,593 | $313,646 | $427,526 | IRS |
| 990 | June 2023 | $162,809 | $106,379 | $562,508 | XML |
| 990 | June 2022 | $234,897 | $136,014 | $454,722 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 68-0469315).
Questions about FOUNDATION FOR PETALUMA PUBLIC WALDORF
- What is the EIN of FOUNDATION FOR PETALUMA PUBLIC WALDORF?
- The employer identification number (EIN) of FOUNDATION FOR PETALUMA PUBLIC WALDORF is 68-0469315.
- Is FOUNDATION FOR PETALUMA PUBLIC WALDORF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to FOUNDATION FOR PETALUMA PUBLIC WALDORF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does FOUNDATION FOR PETALUMA PUBLIC WALDORF 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 FOUNDATION FOR PETALUMA PUBLIC WALDORF 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 FOUNDATION FOR PETALUMA PUBLIC WALDORF 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 FOUNDATION FOR PETALUMA PUBLIC WALDORF?
- The 990 for the year ended June 30, 2025 names J OKONSKY.
- Who are the officers and directors of FOUNDATION FOR PETALUMA PUBLIC WALDORF?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR PETALUMA PUBLIC WALDORF have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $246,222, expenses of $225,025 and total assets of $661,498 at year end.
Other nonprofits in PETALUMA
- SPRING HILL MONTESSORI EIN 94-2285285 · last filed 990 for 2026
- LIVE OAK CHARTER SCHOOL EIN 68-0469314 · last filed 990 for 2025
- RIVER MONTESSORI CHARTER SCHOOL EIN 27-0431277 · last filed 990 for 2025
- HARVEST CHRISTIAN SCHOOL EIN 20-3762144 · last filed 990 for 2025
- FLYWHEEL FUND FOR CAREER CHOICE EIN 88-2596234 · last filed 990 for 2024
- PETALUMA EDUCATIONAL FDN EIN 94-2847212 · last filed 990 for 2025
- THE GUY FIERI FOUNDATION EIN 27-3432011 · last filed 990 for 2025
- INVESTIGATIVE STUDIOS INC EIN 81-0750717 · last filed 990 for 2025