2026-04-06T16:35:50-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 562290850 VALLEY OAK CHARTER SCHOOL VALL 8056404421 907 EL CENTRO ST OJAI CA 93023 SHAWNA GARRITSON EXECUTIVE DIRECTOR 8056404421 2026-04-03 1 1 MARLEN GOMEZ P01306775 9099857286 2026-04-01 2024 2025-03-06 01:10:19Z SHAWNA GARRITSON 907 EL CENTRO ST OJAI CA 93023 1010939 0 X VALLEYOAKCHARTER.ORG X 2003 CA VALLEY OAK CHARTER IS A TUITION FREE PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES TK-12. 4 4 24 9 0 0 659561 974094 0 13180 21186 19922 11944 3743 692691 1010939 0 0 0 0 370161 617648 0 0 0 421205 568361 791366 1186009 -98675 -175070 1858736 1746115 911175 973624 947561 772491 VALLEY OAK CHARTER IS DEDICATED TO SUPPORTING AND EMPOWERING HOMESCHOOLED STUDENTS AND THEIR FAMILIES AS THEY TAKE AN ACTIVE ROLE IN DESIGNING AND IMPLEMENTING AN EDUCATIONAL PROGRAM THAT ADDRESSES STATE STANDARDS WHILE IGNITING A PASSION FOR LEARNING. 0 0 664886 0 13180 VALLEY OAK CHARTER IS A TUITION FREE PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES TK-12. OUR CREDENTIALED TEACHERS OVERSEE THE INDEPENDENT STUDY PROGRAMS OF ENROLLED STUDENTS, WHILE PROVIDING SUPPORT TO PARENTS IN THE AREAS OF CURRICULUM IMPLEMENTATION AND BEST PRACTICES IN INSTRUCTION. AS THE AUTHORIZING DISTRICT, THE OJAI UNIFIED SCHOOL DISTRICT PROVIDES OVERSIGHT OF THE CHARTER SCHOOL OPERATIONS AND THE VALLEY OAK CHARTER BOARD OF DIRECTORS IS RESPONSIBLE FOR THE ACADEMIC AND FINANCIAL SUCCESS OF THE SCHOOL. FOR THE 24-25 FY, THE SCHOOL SERVED AN AVERAGE OF 74 STUDENTS FOR THE YEAR. 664886 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X SHAWNA GARRITSON 8056404421 907 EL CENTRO ST OJAI CA 93023 SHAWNA GARRITSON EXECUTIVE DIRECTOR 40.00 X 100747 0 30755 JACLYN WALKER CHAIRMAN 1.00 X X 0 0 0 CATHI NYE TREASURER 1.00 X X 0 0 0 CHRISTINA MUTH PARENT REPRESENTATIVE 1.00 X 0 0 0 BRICE PACE COMMUNITY REPRESENTATIVE 1.00 X 0 0 0 100747 0 30755 1 0 0 0 0 966727 7367 974094 RENTAL INCOME 531110 13180 13180 13180 19922 19922 OTHER REVENUE 611110 2854 2854 REFUNDS 611110 889 889 3743 1010939 13180 0 23665 137891 96524 41367 411288 273692 137596 43729 28812 14917 24740 15760 8980 104202 104202 33363 33363 29650 29650 OPERATING SERVICES 321006 184702 136304 BOOK AND SUPPLIES 80140 65396 14744 1186009 664886 521123 0 500494 348372 9146 32765 71912 101684 1481146 217852 1277184 1263294 1858736 1746115 106510 187939 19665 685 785000 785000 911175 973624 X 862955 720733 84606 51758 947561 772491 1858736 1746115 -175070 0 X X 0 1 X 1 0 X 653380 653380 792380 187275 605105 35386 30577 4809 1263294 X 1010939 0 1010939 0 1010939 1186009 0 1186009 0 1186009 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 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 VALLEY OAK CHARTER MAKES ITS NONDISCRIMINATORY POLICY KNOWN THROUGH ITS WEBSITE. THE SCHOOL DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY AND CURRENTLY ENROLLS STUDENTS FROM VARIOUS RACIAL MINORITY GROUPS. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT AWARD SCHOLARSHIPS OR FINANCIAL AID. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING SCHOOL. ADDITIONALLY, THE SCHOOL IS ELIGIBLE FOR LOCAL, STATE, AND FEDERAL PROGRAMS AND CALIFORNIA LOTTERY FUNDS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15A HUMAN RESOURCES PERFORMS MARKET RESEARCH BASED ON INDUSTRY AND SIZE WHEN DETERMINING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE COMPENSATION AMOUNTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.