Nonprofits›Blue Oak School

Education

Blue Oak School

NAPA, CA

Website

Total revenue

$8.5M

Total expenses

$6.1M

Net assets

$20.7M

Grants received

$2.4M

31 grants

EIN

954803542

Tax year

2023

Mission

Non-denominational independent school providing educational instruction kindergarten to eighth.

Financials

FY 2023

Revenue

Contributions & grants$3.8M
Program service revenue$4.6M
Investment income$35K
Other revenue$49K
Total revenue$8.5M

Expenses

Grants paid$973K
Salaries & benefits$3.6M
Fundraising$286K
Other expenses$1.5M
Total expenses$6.1M
Total assets$34.6M
Net assets$20.7M

People

19 listed

NameRoleCompensation

JAE CHUN

TRUSTEE

Board

—

1 hrs/wk

DAN HASPEL

TRUSTEE

Board

—

1 hrs/wk

MICHAEL JENNARO

TRUSTEE

Board

—

1 hrs/wk

JEAN LORD

SECRETARY

Board

—

1 hrs/wk

MARIO MARTE

TRUSTEE

Board

—

1 hrs/wk

HANK MILLER

TREASURER

Board

—

1 hrs/wk

KRISTIN MINARDOS

TRUSTEE

Board

—

1 hrs/wk

KITTY OESTLIEN

VICE CHAIR

Board

—

1 hrs/wk

PAUL OSESO

TRUSTEE

Board

—

1 hrs/wk

CLEO PAHLMEYER

TRUSTEE

Board

—

1 hrs/wk

CAROL KINGERY RITTER

BOARD CHAIR

Board

—

1 hrs/wk

TIM SHAW

AUDIT CHAIR

Board

—

1 hrs/wk

YVETTE SHERER

TRUSTEE

Board

—

1 hrs/wk

MARK STRODE

TRUSTEE

Board

—

1 hrs/wk

STEVE TAYLOR

TRUSTEE

Board

—

1 hrs/wk

JONATHAN FULK

HEAD OF SCHO

Staff

$308K

40 hrs/wk

MEREDITH WILSON

ASST. HEAD O

Staff

$162K

40 hrs/wk

DAWN CARLETON

ASST HEAD OF

Staff

$158K

40 hrs/wk

MARIETTA WILLIAMS

DIR OF DEVEL

Staff

$136K

40 hrs/wk

Independent contractors

DAVIS REED CONSTRUCTION

CONSTRUCTION

$9.7M

DOWNEY BRAND

CONSULT/CONST.

$332K

MENTIS

RENT

$305K

RATCLIFF ARCHITECTS

ARCHITECT

$164K

NINYO & MOORE

CONTRACTOR

$112K

Grants received

Showing 31 of 31

FromAmountPurposeYear
Greater Horizons
$170K
Education
2024
STEFFENS 21ST CENTURY FOUNDATION II
$10K
GENERAL SUPPORT
2024
THE WOODS CHARITABLE FOUNDATION
$460K
SUPPORT THE ACORN FUND TO PROVIDE ONGOING ENHANCEMENTS TO THE SCHOOL
2023
NATIONAL PHILANTHROPIC TRUST
$45K
RELIGION
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$43K
For grant recipient's exempt purposes
2023
COMMUNITY FOUNDATION OF THE NAPA VALLEY
$10K
FOR TUITION ASSISTANCE
2023
CHARITIES AID FOUNDATION AMERICA
$10K
CHARITABLE DONATION
2023
COMMUNITY FOUNDATION OF THE NAPA VALLEY
$3K
FOR THE FUND A NEED ON BEHALF OF THE BRUDER FAMILY
2023
CHUBB CHARITABLE FOUNDATION
$1K
Matching Gifts
2023
PETER A & VERNICE H GASSER FOUNDATION
$1K
STIPEND TO ASSIST WITH UN-MET CLASSROOM NEEDS
2023
THE WOODS CHARITABLE FOUNDATION
$195K
SUPPORT THE ACORN FUND TO PROVIDE ONGOING ENHANCEMENTS TO THE SCHOOL
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$65K
For grant recipient's exempt purposes
2022
EAST BAY COMMUNITY FOUNDATION
$25K
BUILDING DREAMS CAMPAIGN
2022
COMMUNITY FOUNDATION OF THE NAPA VALLEY
$25K
FOR SUPPORT OF THE BUILDING CAMPAIGN
2022
COMMUNITY FOUNDATION OF THE NAPA VALLEY
$3K
FOR THE ANNUAL FUND
2022
CHUBB CHARITABLE FOUNDATION
$1K
Matching Gifts
2022
THE WOODS CHARITABLE FOUNDATION
$170K
SUPPORT THE ACORN FUND TO PROVIDE ONGOING ENHANCEMENTS TO THE SCHOOL
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$137K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$137K
For grant recipient's exempt purposes
2021
EAST BAY COMMUNITY FOUNDATION
$55K
GENERAL SUPPORT, BUILDING DREAMS CAPITAL CAMPAIGN, FUND-A-NEED CAMPAIGN TO SUPPORT SOCIAL EMOTIONAL HEALTH AND WELLBEING PROGRAMMING
2021
DONOR ADVISED CHARITABLE GIVING INC
$18K
EDUCATION
2021
THE WOODS CHARITABLE FOUNDATION
$250K
TO SUPPORT THE ACORN FUND TO PROVIDE ONGOING ENHANCEMENTS TO THE SCHOOL
2020
NATIONAL PHILANTHROPIC TRUST
$70K
EDUCATION
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$64K
For grant recipient's exempt purposes
2020
DONOR ADVISED CHARITABLE GIVING INC
$18K
EDUCATION
2020
EAST BAY COMMUNITY FOUNDATION
$15K
GENERAL SUPPORT
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$163K
For grant recipient's exempt purposes
2019
DONOR ADVISED CHARITABLE GIVING INC
$110K
EDUCATION
2019
EAST BAY COMMUNITY FOUNDATION
$10K
THE ACORN FUND ($3,000) AND THE DEVELOPMENT FUND ($7,000)
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$126K
For grant recipient's exempt purposes
2018
DONOR ADVISED CHARITABLE GIVING INC
$7K
EDUCATION
2018

Funded by

$2.4M from 11 funders · 31 grants · 2018–2024

The Woods Charitable Foundation

$1.1M · 4 grants · 2020–2023

Fidelity Investments Charitable Gift Fund

$735K · 7 grants · 2018–2023

Greater Horizons

$170K · 1 grant · 2024

Donor Advised Charitable Giving Inc

$152K · 4 grants · 2018–2021

National Philanthropic Trust

$115K · 2 grants · 2020–2023

East Bay Community Foundation

$105K · 4 grants · 2019–2022

Community Foundation Of The Napa Valley

$40K · 4 grants · 2022–2023

Charities Aid Foundation America

$10K · 1 grant · 2023

Details

EIN954803542
NTEE codeB24
Subsection03
Ruling date2004-01
Formed2001
Employees62
Volunteers200
BLUE OAK SCHOOL — Mission, Financials & Grants Received | Grantivo