Nonprofit · EIN 95-4106117
THE OAKS SCHOOL
Tax-exempt · SAN JOSE, CA 95113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,774,604 | $6,211,260 | -$436,656 | $7,833,584 | $9,061,288 | -$1,227,704 |
| June 30, 2024 | 990 | $5,242,677 | $5,873,931 | -$631,254 | $8,596,772 | $9,473,281 | -$876,509 |
| June 30, 2023 | 990 | $4,213,977 | $5,231,082 | -$1,017,105 | $9,328,262 | $9,628,348 | -$300,086 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,126,051
- of which government grants
- $611,734
- Program service revenue
- $4,369,923
- Investment income
- $76,077
- Net gain from sales of assets
- $6,502
- Net income from fundraising events
- $13,600
- Other revenue
- $202,553
Expenses
- Grants and similar amounts paid
- $1,066,675
- Compensation of officers, directors and key employees
- $694,224
- Other salaries and wages
- $1,720,926
- Salaries, compensation and benefits (total)
- $2,805,656
- Professional fundraising fees
- $80,000
- Legal fees
- $94,694
- Accounting fees
- $161,899
- Occupancy
- $744,743
- Depreciation
- $249,293
- Program services (functional)
- $4,895,320
- Management and general (functional)
- $1,143,828
- Fundraising (functional)
- $172,112
Balance sheet and other
- Total assets, start of year
- $8,596,772
- Total assets, end of year
- $7,833,584
- Total liabilities, end of year
- $9,061,288
- Net assets, end of year
- -$1,227,704
- Land, buildings and equipment
- $1,363,668
- Publicly traded securities
- $1,494,654
- Net assets without donor restrictions
- -$1,442,933
- Net assets with donor restrictions
- $215,229
- Gross receipts
- $6,044,509
- Employees
- 31
- Volunteers
- 15
- Year formed
- 1986
- 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 |
|---|---|---|---|---|
| THEODORE W HAMORY | HEAD OF SCHOOL Trustee or director, Officer | 40 | $370,671 | $37,047 |
| PATRICIA GARCIA WORD | ASSISTANT HEAD OF SCHOOL Key employee | 40 | $169,295 | $14,996 |
| ELIZABETH CUNNINGHAM | DIRECTOR OF TEACHING & LEARNING Highest-paid employee | 40 | $133,001 | $10,991 |
| LANELLE SAUCEDA | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 40 | $98,099 | $13,204 |
| CHRIS HOBBS | CO-CHAIR OF BOARD Trustee or director, Officer | 2 | $0 | $0 |
| KRISTEN VAURIO | CO-CHAIR OF BOARD (THRU 12/24) Trustee or director, Officer | 2 | $0 | $0 |
| NEIL LEWIS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALEXANDRA SUPPES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KARI LAURITZEN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA BRANTLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALECIA BURKETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JUSTIN CEPELAK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BAUDELIA CHAVEZ-TAYLOR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHELLEY COLON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHANNON BAKER DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN DOBKIN | TRUSTEE Trustee or director | 2 | $0 |
| PAUL FRUCHBOM | TRUSTEE Trustee or director | 2 | $0 |
| SHERLEY PAUL | TRUSTEE Trustee or director | 2 | $0 |
| CHED TOLLIVER | TRUSTEE Trustee or director | 2 | $0 |
| ASHLEY USICH-IHA | TRUSTEE Trustee or director | 2 | $0 |
| DAWN WHITE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THEODORE W HAMORY | HEAD OF SCHOOL Trustee or director, Officer | 40 | $385,161 | $59,520 |
| PATRICIA GARCIA WORD | ASSISTANT HEAD OF SCHOOL Key employee | 40 | $170,002 | $12,744 |
| JACQUELYN AYEARS | ADMISSIONS AND OUTREACH COORDINATOR Highest-paid employee | 40 | $135,792 | $5,533 |
| ELIZABETH CUNNINGHAM | TEACHER Highest-paid employee | 40 | $110,137 | $16,390 |
| LANELLE SAUCEDA FROM AUG 2023 | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 40 | $93,820 | $12,556 |
| KAMILAH HATCHER THRU AUG 2023 | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 40 | $45,353 | $8,329 |
| CHRIS HOBBS | CO-CHAIR OF BOARD Trustee or director, Officer | 2 | $0 | $0 |
| KRISTEN VAURIO | CO-CHAIR OF BOARD Trustee or director, Officer | 2 | $0 | $0 |
| NEIL LEWIS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALEXANDRA SUPPES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KARI LAURITZEN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ALECIA BURKETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANGELA BRANTLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHLEY USICH-IHA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BAUDELIA CHAVEZ-TAYLOR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHED TOLLIVER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAWN WHITE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JUSTIN CEPELAK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEGAN DOBKIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL FRUCHBOM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHANNON BAKER DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHELLEY COLON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHERLEY PAUL | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THEODORE HAMORY | HEAD OF SCHOOL Trustee or director, Officer | 40 | $366,977 | $37,384 |
| PATRICIA GARCIA-WOOD | ASSISTANT HEAD OF SCHOOL Key employee | 40 | $151,878 | $9,428 |
| JACQUELINE AYEARS | ADMISSIONS DIRECTOR Highest-paid employee | 40 | $106,845 | $5,082 |
| KAMILAH HATCHER | TEACHER REP Trustee or director | 40 | $70,346 | $10,364 |
| CHRIS HOBBS | CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KRISTEN VAURIO | CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT REYNOLDS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LIZ DEAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA DAY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LISA TARLOW-THURNAUER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HEATHER WASHINGTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHLEY BUTLER POST | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHLEY USICH-IHA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| FIELDING EDLOW | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ADAM FOX | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHED TOLLIVER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NEIL LEWIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALEXANDRA SUPPES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN HAMBURG | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 W SANTA CLARA ST STE 805, SAN JOSE, CA 95113-1765
- Principal officer (990 for 2024)
- KATHRYN KAISER, PO BOX 3170, LOS ANGELES, CA 90078
- Signed the 990
- KATHRYN KAISER, INTERIM HEAD OF SCHOOL
- Phone
- (323) 850-3755
- Website
- WWW.OAKSSCHOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4106117 or by the name THE OAKS 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
IN AN ATMOSPHERE OF MUTUAL RESPECT AND RESPONSIBILITY, THE OAKS SCHOOL PREPARES STUDENTS TO MEET THE WORLD WITH THE COMBINED WISDOM OF AN INTELLIGENT MIND, A SKILLED HAND, AND A COMPASSIONATE HEART.
Program accomplishments
- THE OAKS SCHOOL PROVIDES QUALITY PRIVATE EDUCATION, KINDERGARTEN THROUGH SIXTH GRADE, FOR APPROXIMATELY 95 STUDENTS.THE SCHOOL'S PHILOSOPHY IS FOUNDED ON THE BELIEF THAT BEST LEARNING OPPORTUNITIES ARE CREATED WHEN CHILDREN ARE ABLE TO SHARE IN THE RESPONSIBILITY FOR THEIR OWN EDUCATION, AND WHERE THEY FEEL SAFE TO TAKE RISKS, MAKE MISTAKES, AND MASTER SKILLS. CURRICULUM AT THE SCHOOL EDUCATES THE WHOLE CHILD. THROUGH PROJECT-BASED LEARNING, STUDENTS ARE ENCOURAGED TO EXPLORE, CHALLENGE, AND INTERPRET THE WORLD AROUND THEM. THE SCHOOL IS FULLY ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS.Expenses $4,895,320 · grants $1,066,675 · revenue $4,369,923
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
- 95-4106117
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $7,833,584
- Income (IRS master file)
- $6,044,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,774,604 | $6,211,260 | $7,833,584 | IRS |
| 990 | June 2024 | $5,242,677 | $5,873,931 | $8,596,772 | IRS |
| 990 | June 2023 | $4,213,977 | $5,231,082 | $9,328,262 | XML |
| 990 | June 2022 | $4,905,007 | $5,091,683 | $4,914,717 | IRS |
| 990 | 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 95-4106117).
Questions about THE OAKS SCHOOL
- What is the EIN of THE OAKS SCHOOL?
- The employer identification number (EIN) of THE OAKS SCHOOL is 95-4106117.
- Is THE OAKS SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE OAKS SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE OAKS 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 THE OAKS 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 THE OAKS 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 THE OAKS SCHOOL?
- The 990 for the year ended June 30, 2025 names KATHRYN KAISER.
- Who are the officers and directors of THE OAKS SCHOOL?
- The 990 for the year ended June 30, 2025 lists 21 people; 4 received compensation from the organization, the highest $370,671 (THEODORE W HAMORY, HEAD OF SCHOOL).
- How much revenue does THE OAKS SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,774,604, expenses of $6,211,260 and total assets of $7,833,584 at year end.
Other nonprofits in SAN JOSE
- ROCKETSHIP EDUCATION EIN 20-4040597 · last filed 990 for 2025
- THE HARKER SCHOOL EIN 94-1613808 · last filed 990 for 2025
- VALLEY CHRISTIAN SCHOOLS EIN 94-1495182 · last filed 990 for 2025
- SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION EIN 94-6017638 · last filed 990 for 2025
- THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY EIN 83-0403915 · last filed 990 for 2025
- ALPHA PUBLIC SCHOOLS INC EIN 27-1881962 · last filed 990 for 2025
- VOICES COLLEGE-BOUND LANGUAGE ACADEMIES EIN 20-4741060 · last filed 990 for 2025
- ESCUELA POPULAR DEL PUEBLO EIN 77-0354277 · last filed 990 for 2025