Skip to content
Nonprofiteer
← BLUE OAK CHARTER SCHOOL INC

Form 990 for tax year 2023

Filed by BLUE OAK CHARTER SCHOOL INC.

Totals

Total revenue
$4,396,717
Total expenses
$4,663,367
Contributions and grants received
$4,396,717
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$4,584,028
Total liabilities, end of year
$4,131,239
Net assets or fund balances, end of year
$452,789
Program services expenses (Part IX)
$4,062,408
Management and general expenses
$600,959
Fundraising expenses
$0
Program service expenses (Part III)
$4,062,408

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $4,333,636

  • 1f · All other contributions, gifts and grants

    $63,081

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $154,950 · program services $154,950

  • 7 · Other salaries and wages

    total $2,166,419 · program services $1,969,966 · management and general $196,453

  • 8 · Pension plan contributions

    total $493,305 · program services $438,051 · management and general $55,254

  • 9 · Other employee benefits

    total $95,100 · program services $86,794 · management and general $8,306

  • 10 · Payroll taxes

    total $85,163 · program services $77,840 · management and general $7,323

  • 11a · Fees: management

    total $121,474 · management and general $121,474

  • 11b · Fees: legal

    total $21,921 · management and general $21,921

  • 11c · Fees: accounting

    total $58,531 · management and general $58,531

  • 11g · Fees: other

    total $181,864 · program services $134,272 · management and general $47,592

  • 12 · Advertising and promotion

    total $14,049 · management and general $14,049

  • 13 · Office expenses

    total $69,430 · program services $68,497 · management and general $933

  • 14 · Information technology

    total $42,328 · program services $39,766 · management and general $2,562

  • 16 · Occupancy

    total $798,083 · program services $788,888 · management and general $9,195

  • 17 · Travel

    total $16,537 · program services $16,537

  • 19 · Conferences, conventions and meetings

    total $45,522 · program services $38,672 · management and general $6,850

  • 20 · Interest

    total $203 · management and general $203

  • 23 · Insurance

    total $60,646 · program services $55,431 · management and general $5,215

  • 24a · Other expenses: OTHER EXPENSES

    total $146,030 · program services $100,932 · management and general $45,098

  • 24b · Other expenses: INSTRUCTIONAL MATERIALS

    total $91,812 · program services $91,812

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,026,453 · end of year $771,546

  • 3 · Pledges and grants receivable

    beginning of year $930,497 · end of year $729,665

  • 4 · Accounts receivable

    end of year $28,543

  • 9 · Prepaid expenses and deferred charges

    beginning of year $77,540 · end of year $68,963

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 15 · Other assets

    beginning of year $3,456,153 · end of year $2,985,311

  • 17 · Accounts payable and accrued expenses

    beginning of year $450,988 · end of year $428,815

  • 19 · Deferred revenue

    beginning of year $832,700 · end of year $656,520

  • 25 · Other liabilities

    beginning of year $3,487,516 · end of year $3,045,904

  • 27 · Net assets without donor restrictions

    beginning of year $719,439 · end of year $452,789

Mission and programs · 2023

Mission

TO EDUCATE THE WHOLE CHILD AND TO SUPPORT THE FULL DEVELOPMENT OF EACH CHILD'S POTENTIAL, USING THE WALDORF METHOD OF TEACHING.

Activities or mission (Part I)

TO EDUCATE THE WHOLE CHILD AND TO SUPPORT THE FULL DEVELOPMENT OF THEIR POTENTIAL.

  • OPERATED A CLASSROOM-BASED PROGRAM FOR STUDENTS IN KINDERGARTEN THROUGH GRADE EIGHT. THE SCHOOL SERVED APPROXIMATELY 223 STUDENTS IN GRADES K-8 OVER 176 OPERATING DAYS IN 2023-24. ALL 176 OF THOSE WERE TRADITIONAL CALENDAR DAYS.

    Expenses $4,062,408

As filed on the 2023 return.

Listed in Part VII

  • Vicki Wonacott

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Trisha Atehortua

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kristen Woods

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Leanna Glander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Laurel Hill-Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Donna Kreskey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ryan Sanders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Domenighini

    EXECUTIVE DIRECTOR

    Total calculated
    $154,498
    From this org
    $116,107
    From related orgs
    $0
    Other
    $38,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,478
    Bonus
    $2,029
    Other
    $600
    Deferred
    $22,081
    Nontaxable benefits
    $16,310
    Filer's total
    $154,498

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
24 April 2025
IRS schema version
2023v6.0
Source object
202511359349315016

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.