2026-05-13T09:50:46-07:00 2025-06-30 990 2024-07-01 680469314 LIVE OAK CHARTER SCHOOL LIVE 7077629020 PO BOX 818 PETALUMA CA 94953 John Azzizzi CFO 7076250121 2026-05-13 1 2024 2025-03-06 01:10:19Z Kristin Walter PO Box 818 Petaluma CA 94953 3400164 0 X www.liveoakcharter.org X 2001 CA To provide public school students of southern Sonoma County with a K-8 Whole-Child, Public Waldorf educational program. 8 8 59 150 0 0 3020122 3226283 232167 136183 37463 37698 0 0 3289752 3400164 0 0 0 0 2813788 2862268 0 0 0 777272 916342 3591060 3778610 -301308 -378446 1818116 1121318 987698 669346 830418 451972 X The mission of the organization is to provide public school students of southern Sonoma County with a K-8 whole- child Public Waldorf educational program. The organization embraces a developmental approach to learning that strives to bring forth from each child his or her innate capacities through an age-appropriate curriculum. The organization seeks to educate the whole child head, hands and heart through education that cultivates and integrates each child's creative, intellectual, emotional, physical, and social capacities. The organization offers an artistically rich and experientially-based program that enlivens student curiosity about the natural world and human culture as the foundation for fostering academic achievement. 0 1 2811786 0 136183 OPERATION OF A CA K-8 SCHOOL GUIDED BY THE CORE PRINCIPLES OF PUBLIC WALDORF EDUCATION. 0 0 0 2811786 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X X Live Oak Charter School 7077629020 PO BOX 818 PETALUMA CA 94953 John Azzizzi Consortium Director / Finance Manager 50 0 X 139244 0 63554 Linda Delgado Executive Director 50 0 X X X 147805 0 46068 Kristin Walter Chair 10 0 X X 0 0 0 Robert Bunce Treasurer 10 0 X X 0 0 0 Samantha Sheppard Secretary 5 0 X X 0 0 0 Kristina Tank-Crestetto Member 5 0 X 0 0 0 Steve Bleasdall Member 5 0 X 0 0 0 Nick Russinko Member 5 0 X 0 0 0 Byron Palmer Member 5 0 X 0 0 0 Valerie Miller Member 5 0 X 0 0 0 287049 0 109622 2 0 1 0 0 0 0 0 0 3205575 20708 0 3226283 Fees&Contracts-CBSC 611710 136183 136183 0 0 0 0 0 0 136183 37698 0 0 37698 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3400164 136183 0 37698 402778 402778 1757949 1488486 269463 366408 293617 72791 248482 200494 47988 86651 52966 33685 14863 14863 23186 23186 200859 170968 29891 804 804 54959 40788 14171 173584 157735 15849 34578 33395 1183 2883 2883 29414 29414 Instructional Materials 47318 47003 315 0 333894 323451 10443 0 3778610 2811786 966824 0 1079874 714436 383753 394212 21499 12670 0 0 2883 0 330107 0 1818116 1121318 618886 669346 38705 0 330107 0 987698 669346 X 828418 451972 2000 0 830418 451972 1818116 1121318 -378446 0 0 0 0 0 X 0 1 1 0 X 0 0 X 3400164 0 0 0 0 0 3400164 0 0 0 3400164 3778610 0 0 0 0 0 3778610 0 0 0 3778610 Schedule D, Part X, Line 2 THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Nondiscriminatory policy statements are included in all advertisements, enrollment materials and the school's charter as a public school. Schedule E, Part I, Line 6 THE ORGANIZATION IS OPERATED AS A CALIFORNIA PUBLIC CHARTER SCHOOL AND RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES X X X X 0 0 0 0 0 0 0 0 0 Linda Delgado Executive Director 147805 0 0 0 0 0 0 0 48068 0 195873 0 0 0 John Azzizzi Consortium Director / Finance Manager 139244 0 0 0 0 0 0 0 63554 0 202798 0 0 0 Schedule J, Part I, Line 3 FOR EXECUTIVE DIRECTOR COMPENSATION, INFORMATION WAS GATHERED FROM COMPARABLE ORGANIZATIONS AND REVIEWED IN OPEN SESSION AT A REGULAR BOARD MEETING. EXECUTIVE DIRECTOR COMPENSATION WAS APPROVED IN OPEN SESSION AT A REGULAR BOARD MEETING. A SIMILAR PROCESS WAS UNDERTAKEN TO REVIEW AND COMPARE COMPENSATION OF OTHER KEY EMPLOYEES INCLUDING CERTIFICATED TEACHERS AND SCHOOL ADMINISTRATION EMPLOYEES. Form 990, Part III, Line 3 On February 13, 2025 the Live Oak Charter School Board of Directors passed a board resolution to close the school and cease all operations effective June 30, 2025. As of June 30, 2025 the school is no longer in operation and is in process of dissolving the organization. Form 990, Part VI, Section A, Line 8b THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. Form 990, Part VI, Section B, Line 11b THE CFO, CHAIRPERSON OF THE BOARD, AND TREASURER DISCUSS AND REVIEW THE 990 BEFORE SUBMISSION. Form 990, Part VI, Section B, Line 12c BOARD MEMBERS, OFFICERS, AND EMPLOYEES LISTED IN SCHOOL'S CONFLICT OF INTEREST POLICY ARE REQUIRED TO ANNUALLY COMPLETE AND FILE FORM 700 "STATEMENT OF ECONOMIC INTEREST" WITH THE SONOMA COUNTY BOARD OF SUPERVISORS AND ARE A MATTER OF PUBLIC RECORD Form 990, Part VI, Section B, Line 15 FOR EXECUTIVE DIRECTOR COMPENSATION, INFORMATION WAS GATHERED FROM COMPARABLE ORGANIZATIONS AND REVIEWED IN OPEN SESSION AT A REGULAR BOARD MEETING. EXECUTIVE DIRECTOR COMPENSATION WAS APPROVED IN OPEN SESSION AT A REGULAR BOARD MEETING. A SIMILAR PROCESS WAS UNDERTAKEN TO REVIEW AND COMPARE COMPENSATION OF OTHER KEY EMPLOYEES INCLUDING CERTIFICATED TEACHERS AND SCHOOL ADMINISTRATION EMPLOYEES. Form 990, Part VI, Section C, Line 19 ALL SCHOOL PUBLIC RECORDS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, FINANCIAL STATEMENTS, AUDIT REPORTS, AND MANY OTHER SCHOOL RECORDS AND REPORTS ARE MADE AVAILABLE AS PART OF BOARD MEETING AGENDA PACKETS POSTED ON THE SCHOOL'S WEBSITE OR SEPARATELY POSTED ON THE SCHOOL'S WEBSITE. FORM 990 IS ALSO PUBLICLY AVAILABLE VIA THE GUIDESTAR WEBSITE. LIVE OAK FOUNDATION PO BOX 2054 PETALUMA CA 94952 680469315 FUNDRAISING CA 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0