2026-03-04T10:03:42-06:00 2025-06-30 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-07-01 221815493 THE RED OAKS SCHOOL INC REDO 9735397853 21 CUTLER STREET MORRISTOWN NJ 07960 DAVID YERMACK TREASURER 9735397853 2026-03-04 1 0 MARQUS WHITE P00053187 9734726250 2026-03-03 2024 2025-03-06 01:10:19Z DAVID YERMACK 21 CUTLER STREET MORRISTOWN NJ 07960 6730991 0 X REDOAKSSCHOOL.ORG X 1966 NJ THE RED OAKS SCHOOL DEVELOPS EACH CHILD'S GIFTS BY INSPIRING PERSONAL AND INTELLECTUAL GROWTH, RESULTING IN HIGH ACHIEVING STUDENTS WHO ARE HAPPY, CONFIDENT, RESILIENT, AND READY FOR THE CHALLENGES AHEAD. 15 15 57 28 0 0 642243 392276 5877180 6234639 29240 30481 -42023 13369 6506640 6670765 743822 944200 0 0 4037794 3849430 0 0 47589 1551343 1503175 6332959 6296805 173681 373960 4444684 4809972 2447437 2438765 1997247 2371207 THE RED OAKS SCHOOL DEVELOPS EACH CHILD'S GIFTS BY INSPIRING PERSONAL AND INTELLECTUAL GROWTH, RESULTING IN HIGH-ACHIEVING STUDENTS WHO ARE HAPPY, CONFIDENT, RESILIENT, AND READY FOR THE CHALLENGES AHEAD. 0 0 4769907 944200 6234639 OPERATION OF A NON-PROFIT SCHOOL FEATURING MONTESSORI EDUCATION IN THE LOWER GRADES AND INTERNATIONAL BACCALAUREATE SCHOOL IN THE MIDDLE SCHOOL GRADES 5-8 SERVING 192 STUDENTS DURING THE SCHOOL YEAR. BOTH PROGRAMS FEATURE HANDS-ON EXPERIENTIAL LEARNING; GLOBAL PERSPECTIVES; CRITICAL THINKING, ANALYSIS, AND APPLICATION OF SKILLS TO REAL-LIFE SITUATIONS. 4769907 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 57 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X SUSAN MILLER 9735397853 21 CUTLER STREET MORRISTOWN NJ 07960 ANTHONY GALDI PRESIDENT 1.00 X X 0 0 0 ANNE CAROLAN VICE PRESIDENT 1.00 X X 0 0 0 DAVID YERMACK TREASURER 1.00 X X 0 0 0 MEGAN CLARK SECRETARY 1.00 X X 0 0 0 DANIEL ELIE TRUSTEE 1.00 X 0 0 0 FRED DOUGLAS TRUSTEE 1.00 X 0 0 0 JESPER GORANSSON TRUSTEE 1.00 X 0 0 0 CHRISTINE ST PETER LEVINSOHN TRUSTEE 1.00 X 0 0 0 SUSANNA PUNTEL TRUSTEE 1.00 X 0 0 0 AVINASH KOTHAVALE TRUSTEE 1.00 X 0 0 0 JANET DAVIS TRUSTEE 1.00 X 0 0 0 ANNEMARIE FELDMAN TRUSTEE 1.00 X 0 0 0 JAYNE GEIGER TRUSTEE 1.00 X 0 0 0 CHRISTINE GOLDTHWAITE TRUSTEE 1.00 X 0 0 0 KARLA GABRE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER WEAVER HEAD OF SCHOOL 45.00 X 112560 0 18269 SUSAN A MILLER DIR OF FINANCE AND OPERATI 40.00 X 158220 0 8053 NOGA BEER MIDDLE SCHOOL DIRECTOR 40.00 X 128675 0 6566 SERA CAPRIOTTI LOWER SCHOOL DIRECTOR 40.00 X 112164 0 6279 PATRICIA GIORDANO DEVELOPMENT AND ASST TO HOS 40.00 X 110488 0 15459 MARILYN E STEWART HEAD OF SCHOOL (THROUGH 6/24) 45.00 X 178292 0 13392 800399 0 68018 6 1 1 0 JML CONTRACTING 5 OAK KNOLL RD MENDHAM NJ 07945 CONTRACTOR 361297 PRECISE CLEANING 70 WALL STREET ROCKAWAY NJ 07866 CLEANING SERVICES 143731 2 351666 40610 392276 TUITION AND FEES 611710 6073116 6073116 OTHER PROGRAMS 611710 161523 161523 6234639 30481 30481 39345 0 39345 39345 39345 23220 351666 59136 -35916 -35916 11030 1090 9940 9940 6670765 6234639 0 43850 944200 944200 385000 112500 250000 22500 2749536 1913809 823727 12000 145085 93016 50344 1725 258348 162830 91216 4302 311461 211442 96794 3225 19023 17121 1902 23250 20925 2325 69633 69633 37010 37010 72331 26410 43405 2516 140533 126480 14053 546011 491410 54601 21516 19364 2152 183574 165216 18358 83704 66963 16741 ACADEMIC SUPPLIES 185873 185873 OTHER EXPENSES 83876 79180 4696 PAYROLL FEES 35700 26525 8995 180 EVENT 1141 1141 6296805 4769907 1479309 47589 241244 236496 589791 963013 49466 59008 60405 81284 5180220 2489820 2627420 2690400 876358 779771 4444684 4809972 435366 437353 503470 617722 642243 613919 866358 769771 2447437 2438765 X 1997247 2371207 1997247 2371207 4444684 4809972 373960 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 15000 2483848 1821825 662023 2037638 192430 1845208 264338 240993 23345 379396 234572 144824 2690400 SECURITY DEPOSITS 10000 NET OPERATING LEASE ASSET 769771 779771 OPERATING LEASE OBLIGATION 769771 769771 X 5762481 35916 35916 5726565 944200 944200 6670765 5388521 35916 35916 5352605 944200 944200 6296805 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION FILES AN INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL TAX AUTHORITIES UNLESS THE ORGANIZATION WAS ENGAGED IN ACTIVITIES THAT WOULD GENERATE UNRELATED BUSINESS INCOME. THE ORGANIZATION IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) WHICH IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS") UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN. THE FORMS 990 FOR 2022 THROUGH 2024 ARE OPEN TO EXAMINATION BY THE IRS AS OF JUNE 30, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 35,916. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTS 944,200. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 35,916. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTS 944,200. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF NON-DISCRIMINATION IS INCLUDED IN THE SCHOOL'S ADVERTISING MATERIALS, ADMISSIONS PACKET, AND WEBSITE. LINE 3: A STATEMENT OF NON-DISCRIMINATION IS INCLUDED IN THE SCHOOL'S ADVERTISING MATERIALS, ADMISSIONS PACKET, AND WEBSITE. ANNUAL FUND 253717 253717 3129 BENEFIT DINNER 121169 97949 23220 23169 32838 2 374886 351666 23220 23169 35967 59136 -35916 11030 1090 0 11030 1090 1090 9940 0 0 0 0 0 0 1 FINANCIAL AID 48 557655 CASH TUITION SCHOLARSHIP REMISSION 12 332620 CASH TUITION SCHOLARSHIP MERIT 2 53925 CASH TUITION SCHOLARSHIP X X 1 0 0 0 0 0 0 0 0 MARILYN E STEWART HEAD OF SCHOOL (THROUGH 6/24) 178292 0 0 0 0 0 8140 0 5252 0 191684 0 0 0 SUSAN A MILLER DIR OF FINANCE AND OPERATI 158220 0 0 0 0 0 7884 0 169 0 166273 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE 990 AND PRESENTS IT TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST ON AN ANNUAL AND AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD PERFORMS AN ANNUAL REVIEW OF THE HEAD OF SCHOOL AND APPROVES ALL COMPENSATION. IN ADDITION, INDEPENDENT COMPENSATION DATA IS UTILIZED. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.