Nonprofit · EIN 95-4803542
BLUE OAK SCHOOL
Tax-exempt · NAPA, CA 94559
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,787,977 | $7,788,682 | $999,295 | $34,598,709 | $12,904,352 | $21,694,357 |
| June 30, 2024 | 990 | $8,522,573 | $6,077,762 | $2,444,811 | $34,619,701 | $13,924,641 | $20,695,060 |
| June 30, 2023 | 990 | $5,971,252 | $6,364,673 | -$393,421 | $24,122,565 | $5,630,862 | $18,491,703 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,514,290
- Program service revenue
- $4,726,127
- Investment income
- $29,273
- Net income from fundraising events
- -$73,924
- Other revenue
- $1,518,287
Expenses
- Grants and similar amounts paid
- $940,197
- Other salaries and wages
- $3,425,535
- Salaries, compensation and benefits (total)
- $4,043,706
- Professional fundraising fees
- $0
- Accounting fees
- $93,858
- Occupancy
- $339,795
- Travel
- $1,614
- Depreciation
- $960,652
- Program services (functional)
- $6,805,680
- Management and general (functional)
- $655,124
- Fundraising (functional)
- $327,878
Balance sheet and other
- Total assets, start of year
- $34,619,701
- Total assets, end of year
- $34,598,709
- Total liabilities, end of year
- $12,904,352
- Net assets, end of year
- $21,694,357
- Land, buildings and equipment
- $32,842,917
- Publicly traded securities
- $542,438
- Net assets without donor restrictions
- $21,151,919
- Net assets with donor restrictions
- $542,438
- Gross receipts
- $9,097,661
- Employees
- 62
- Volunteers
- 180
- 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 | Other / benefits |
|---|---|---|---|---|
| JONATHAN FULK | HEAD OF SCHO Key employee | 40 | $310,887 | $25,914 |
| MEREDITH WILSON | DIR. OF ADMI Highest-paid employee | 40 | $167,513 | $24,411 |
| DAWN CARLETON | ASST. HEAD O Highest-paid employee | 40 | $162,620 | $25,500 |
| ETTA WILLIAMS | DIR OF DEVEL Highest-paid employee | 40 | $155,000 | $25,103 |
| JOSEPH MCKOWN | CFO Highest-paid employee | 32 | $138,160 | $5,286 |
| PAUL COOKE | TEACHER Highest-paid employee | 40 | $102,776 | $27,928 |
| SARA AIKMAN | FACILITY/TRU Trustee or director | 1 | $0 | $0 |
| JAE CHUN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEGAN DEGUERRE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAN HASPEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL JENNARO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELEN KEPLINGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN LORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARIO MARTE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KITTY OESTLIEN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLEO PAHLMEYER | TRUSTEE Trustee or director | 1 | $0 |
| CAROL KINGERY RITTER | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| YVETTE SHERER | TRUSTEE Trustee or director | 1 | $0 |
| MARK STRODE | TRUSTEE Trustee or director | 1 | $0 |
| STEVE TAYLOR | AUDIT COMM T Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN FULK | HEAD OF SCHO Key employee | 40 | $308,200 | $21,206 |
| MEREDITH WILSON | ASST. HEAD O Highest-paid employee | 40 | $162,240 | $21,064 |
| DAWN CARLETON | ASST HEAD OF Highest-paid employee | 40 | $157,500 | $9,414 |
| MARIETTA WILLIAMS | DIR OF DEVEL Highest-paid employee | 40 | $136,250 | $20,732 |
| JAE CHUN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN HASPEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL JENNARO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN LORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARIO MARTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HANK MILLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KRISTIN MINARDOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KITTY OESTLIEN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL OSESO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLEO PAHLMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROL KINGERY RITTER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TIM SHAW | AUDIT CHAIR Trustee or director | 1 | $0 | $0 |
| YVETTE SHERER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK STRODE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE TAYLOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN FULK | HEAD OF SCHO Key employee | 40 | $297,000 | $19,781 |
| MEREDITH WILSON | ASST. HEAD O Highest-paid employee | 40 | $156,000 | $17,731 |
| ETTA WILLIAMS | DIR OF DEVEL Highest-paid employee | 40 | $125,000 | $17,745 |
| JAE CHUN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SABINA CORREA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JASON JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEAN LORD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| HANK MILLER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KRISTIN MINARDOS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KITTY OESTLIEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL OSESO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT PERRYMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAROL RITTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIM SHAW | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| YVETTE SHERER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK STRODE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1436 POLK ST, NAPA, CA 94559-2523
- In care of
- % BUSINESS OFFICE
- Principal officer (990 for 2024)
- JONATHAN FULK, 1436 POLK STREET, NAPA, CA 94559
- Signed the 990
- JONATHAN FULK, HEAD OF SCHOOL
- Phone
- (707) 261-4500
- Website
- WWW.BLUEOAKSCHOOL.ORG
- Return prepared by
- FECHTER & COMPANY CPA'S
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4803542 or by the name BLUE OAK 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
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.
Program accomplishments
- NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION GRADES KINDERGARTEN THROUGH EIGHTH.Expenses $6,805,680 · grants $940,197
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
- 95-4803542
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $34,598,709
- Income (IRS master file)
- $9,097,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,787,977 | $7,788,682 | $34,598,709 | IRS |
| 990 | June 2024 | $8,522,573 | $6,077,762 | $34,619,701 | IRS |
| 990 | June 2023 | $5,971,252 | $6,364,673 | $24,122,565 | XML |
| 990 | June 2022 | $11,567,188 | $6,450,452 | $23,944,668 | 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 95-4803542).
Questions about BLUE OAK SCHOOL
- What is the EIN of BLUE OAK SCHOOL?
- The employer identification number (EIN) of BLUE OAK SCHOOL is 95-4803542.
- Is BLUE OAK SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BLUE OAK SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUE OAK 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 BLUE OAK 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 BLUE OAK 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 BLUE OAK SCHOOL?
- The 990 for the year ended June 30, 2025 names JONATHAN FULK.
- Who are the officers and directors of BLUE OAK SCHOOL?
- The 990 for the year ended June 30, 2025 lists 20 people; 6 received compensation from the organization, the highest $310,887 (JONATHAN FULK, HEAD OF SCHO).
- How much revenue does BLUE OAK SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,787,977, expenses of $7,788,682 and total assets of $34,598,709 at year end.
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