2026-05-14T09:18:54-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 954656912 OAKS CHRISTIAN SCHOOL OAKS 8185759900 31749 LA TIENDA DRIVE WESTLAKE VILLAGE CA 91362 KRIS THABIT CHIEF FINANCIAL OFFICER 8185759900 2026-05-14 1 1 ASHLEY PEABODY P01385870 5055022746 2026-05-14 2024 2025-03-06 01:10:19Z ROBERT BLACK 31749 LA TIENDA DRIVE WESTLAKE VILLAGE CA 91362 106456374 0 X WWW.OAKSCHRISTIAN.ORG X 1997 CA TO DEDICATE OURSELVES TO CHRIST IN THE PURSUIT OF ACADEMIC EXCELLENCE. 15 15 723 375 0 0 4155868 4927112 77497537 84575556 1996461 2323458 -803589 -850790 82846277 90975336 15308205 16816316 0 0 38190653 41541290 78748 196333 2622386 26578402 28119557 80156008 86673496 2690269 4301840 191130333 198567632 112616118 111527694 78514215 87039938 X THE SCHOOL'S MISSION IS: TO DEDICATE OURSELVES TO CHRIST IN THE PURSUIT OF ACADEMIC EXCELLENCE, ARTISTIC EXPRESSION, AND ATHLETIC DISTINCTION WHILE GROWING IN KNOWLEDGE AND WISDOM THROUGH GOD'S ABUNDANT GRACE. 0 0 68148181 16816316 74564100 PRIMARY EDUCATION PROGRAM OAKS CHRISTIAN SCHOOL (OCS) IS AN INDEPENDENT, NON-DENOMINATIONAL, CHRISTIAN COLLEGE-PREPARATORY SCHOOL SERVING STUDENTS IN 4TH THROUGH 12TH GRADE. THE SCHOOL WAS FOUNDED IN 1997 AND OPENED IN 2000 WITH 196 STUDENTS SHARING ONE CAMPUS. CURRENTLY, OCS ENROLLS OVER 1,600 STUDENTS ANNUALLY. A MIDDLE SCHOOL CAMPUS ADJACENT TO THE ORIGINAL CAMPUS WAS ADDED IN 2009. ACADEMY V OR FIFTH GRADE WAS ADDED IN THE FALL OF 2014 AND THE FALL OF 2023 MARKED THE LAUNCH OF THE INAUGURAL FOURTH GRADE CLASS TO KICKSTART THE SCHOOL'S ELEMENTARY SCHOOL EXPANSION. FOR THE FISCAL YEAR THAT ENDED ON JUNE 30, 2025 THE SCHOOL ENROLLMENT WAS 1,690. (CONTINUED ON SCHEDULE O)THE SCHOOL'S THREE PILLARS ARE ACADEMIC EXCELLENCE, ARTISTIC EXPRESSION AND ATHLETIC DISTINCTION. THESE DISTINCTIVES ARE EVIDENCED THROUGH STRONG ACADEMICS, PERFORMING AND VISUAL ARTS (THEATRE, CHOIR, BAND, ORCHESTRA, DANCE, 2D AND 3D ART, PHOTOGRAPHY, GRAPHIC DESIGN AND YEARBOOK) AS WELL AS COMPETITIVE ATHLETIC TEAM PARTICIPATION. THE 24-25 SCHOOL YEAR MARKED THE SCHOOL'S 25TH YEAR ANNIVERSARY AND A SPECIAL FOUNDERS' DAY CHAPEL CELEBRATION WAS HELD THAT WELCOMED BACK MANY OF ITS ORIGINAL ADMINISTRATORS AND ALUMNI. A HISTORY VIDEO OF OCS MILESTONES FEATURING THE EARLY PIONEERS WHO BUILT OAKS CHRISTIAN WAS SHARED, AS WELL AS A MESSAGE FROM CO-FOUNDER DALLAS PRICE-VAN BREDA WHO WAS HONORED ON STAGE. THE CHAPEL HIGHLIGHTED SOME OF THE SCHOOL'S MEANINGFUL MOMENTS AND ACCOMPLISHMENTS OF THE PAST 25 YEARS.ACADEMICS IN 24-25 SAW THE OFFICIAL LAUNCH OF THE SCHOOL'S FIFTH AND NEWEST INSTITUTE - THE INSTITUTE OF HEALTH SCIENCE. STUDENTS IN THE INSTITUTE STARTED TAKING INTRODUCTORY HEALTH CLASSES THE PRIOR YEAR AND WORKING WITH THE ANATOMAGE TABLE, BUT THIS YEAR SAW A BIG RAMP UP OF THE PROGRAM WITH STUDENTS INTERACTING WITH THE COMMUNITY AND WINNING HEALTH KNOWLEDGE COMPETITIONS. THE SCHOOL ALSO HOSTED THE CALIFORNIA REGIONAL RONALD REAGAN DEBATE SERIES ON CAMPUS WELCOMING 50 DEBATERS FROM ACROSS THE REGION WHERE OCS STUDENT LUCA ROSEN WON THE TOURNAMENT AND EARNED THE TITLE OF RONALD REAGAN FOUNDATION REGIONAL DEBATE CHAMPION. THE CLASS OF 2025 WAS THE LARGEST SENIOR CLASS IN OCS HISTORY WITH 296 GRADUATES WITH 90% ATTENDING A FOUR-YEAR COLLEGE AND 40% ADMITTED TO HIGHLY SELECTIVE COLLEGES. THERE ARE ALSO 55 ATHLETES COMPETING AT THE COLLEGIATE LEVEL, 58 GOING INTO STEM FIELDS, 33 NATIONAL HONOR SOCIETY MEMBERS, AND 27 PURSUING ART MAJORS.IN ARTS, THE HIGHLIGHTS OF THE YEAR INCLUDE THE HS MUSICAL PRODUCTION OF BYE BYE BIRDIE, MS MUSICAL PRODUCTION OF NEWSIES, JR., VISUAL & PERFORMING ARTS TRIPS OVER SPRING BREAK TO JAPAN AND ESWATINI, AFRICA. THE SEVENTH ANNUAL OAKS CHRISTIAN SCHOOL FILM FESTIVAL WAS HELD THIS YEAR AT THE REGAL THEATER IN THOUSAND OAKS AND WITH OVER 30 FILMS SCREENED, THIS YEAR'S FESTIVAL SHOWCASED THE INCREDIBLE TALENT, CREATIVITY, AND STORYTELLING SKILLS OF STUDENT FILMMAKERS IN THE OCS INSTITUTE OF ARTS AND INNOVATION.SOME OF THE HIGHLIGHTS FOR HIGH SCHOOL ATHLETICS FOR THE SCHOOL YEAR 24-25 INCLUDES THE GIRLS WATER POLO WINNING THE CIF-SS OPEN DIVISION CHAMPIONSHIP, BOYS TENNIS WINNING THE MARMONTE LEAGUE CHAMPIONSHIP, BOYS GOLF WINNING CIF-SS DIVISION 2 CHAMPIONSHIP AND THE SCHOOL'S 60TH CIF-SS TEAM TITLE. AND LAST BUT NOT THE LEAST, THE 2025 SEASON WAS A BIG YEAR FOR THE OCS CROSS COUNTRY PROGRAM WITH TWO HISTORIC WINS - THEIR FIRST CIF TITLE IN NOVEMBER, FOLLOWED BY A STATE CROWN, THE EIGHTH OVERALL STATE TITLE IN SCHOOL HISTORY. 3278639 3503435 AUXILIARY PROGRAMSAUXILIARY PROGRAMS INCLUDE SUMMER SPORT CAMPS (WITH AN ENROLLMENT OF OVER 1,000 CAMPERS), BUSING TRANSPORTATION, A MIDDLE SCHOOL CAFETERIA, A HIGH SCHOOL CAFETERIA, AND CAMPUS STORE SERVICES. 2862962 6652606 STUDENT PROGRAMS AND ACTIVITIES THE SCHOOL'S ADDED STUDENT PROGRAMS AND ACTIVITIES INCLUDE PERFORMING ARTS EVENTS AS WELL AS VISUAL ARTS DISPLAYS, ATHLETIC COMPETITIONS, SPIRITUAL LIFE/MISSION TRIP OPPORTUNITIES, COLLEGE COUNSELING TRIPS, TEST PREPARATION, PHOTOGRAPHY CLASS LOCATION TRIPS AND NUMEROUS CLUB, SOCIAL AND EXTRA-CURRICULAR ACTIVITIES. OCS STUDENTS HAVE AMAZING OPPORTUNITIES TO PARTICIPATE IN SCHOOL SERVICE AND ACADEMIC TRIPS BOTH DOMESTIC AND INTERNATIONALLY. EACH YEAR APPROXIMATELY 200 STUDENTS JOIN THESE TRIPS TO HELP TEACH ENGLISH, BUILD HOUSES OR OTHER STRUCTURES, VISIT ORPHANAGES AND SHARE THE GOSPEL. (CONTINUED ON SCHEDULE. O)IN THE PAST, MIDDLE SCHOOL STUDENTS HAVE TRAVELED TO COSTA RICA, CHINA AND MEXICO WHILE HIGH SCHOOL STUDENTS HAVE TRAVELED TO CHINA, GUATEMALA, AFRICA, HAITI, MEXICO, ROMANIA AND ELSEWHERE. THE RESIDENTIAL LIFE PROGRAM HAS SIGNIFICANTLY GROWN IN PAST FEW YEARS AND HAS HOSTED OVER 100 STUDENTS FROM KOREA, CHINA, MACAU, TAIWAN, UGANDA, NORWAY, AND COLOMBIA. THE OCS RESIDENTIAL BOARDING FACILITY OPENED ON AUGUST 2020 WITH 40 STUDENTS MAKING HISTORY AS THE VERY FIRST RESIDENTS OF THE STATE-OF-THE-ART DORM. THE PROGRAM HOSTS STUDENTS FROM 17 COUNTRIES, INCLUDING FROM EUROPE, ASIA AND SOUTH AMERICA. 74289782 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 1 1 1 1 0 1 0 0 0 1 1 1 1 0 0 1 157 0 1 723 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X AMY O'FRIEL 8185759900 31749 LA TIENDA DRIVE WESTLAKE VILLAGE CA 91362 TERRY ROBERTS CHAIRPERSON 1.00 X X 0 0 0 JEFFREY BJORK VICE CHAIR 1.00 X X 0 0 0 KATRINA ATSINGER SECRETARY 1.00 X X 0 0 0 EDWARD ATSINGER BOARD MEMBER 1.00 X 0 0 0 GAYLE BEEBE BOARD MEMBER 1.00 X 0 0 0 KEVIN BENNETT BOARD MEMBER 1.00 X 0 0 0 JEFF BERND BOARD MEMBER 1.00 X 0 0 0 SHELENE BRYAN BOARD MEMBER 1.00 X 0 0 0 BILL DALLAS BOARD MEMBER 1.00 X 0 0 0 VINCE DALY BOARD MEMBER 1.00 X 0 0 0 JOHN DAVIES BOARD MEMBER 1.00 X 0 0 0 LARRY DEWITT BOARD MEMBER 1.00 X 0 0 0 ERIC HALVORSON BOARD MEMBER 1.00 X 0 0 0 JULIANNE POLAHA BOARD MEMBER 1.00 X 0 0 0 DALLAS PRICE-VAN BREDA FOUNDER 1.00 X 0 0 0 ROBERT BLACK HEAD OF SCHOOL/PRESIDENT 40.00 X 502466 0 49940 DAVID FREEMAN VP, COO/RISK MANAGEMENT 40.00 X 241451 0 151918 COZETTE DARBY CHIEF OF STAFF SR. ADMIN OFFICER, ASST TREASURER 40.00 X 239545 0 28837 KRIS THABIT TREASURER / CFO 30.00 X 201857 0 27061 MATTHEW NORTHROP ASSOCIATE HEAD OF SCHOOL 40.00 X 382755 0 114793 TARA MORROW MIDDLE SCHOOL PRINCIPAL 40.00 X 195965 0 55685 JEREMY HAYNES HEAD OF BIBLE,DISCIPLESHIP & SPIRITUAL LIFE 40.00 X 214010 0 83046 SEBASTIAN ALVARADO HS FACULTY MEMBER/SOCCER PROGRAM DIRECTOR 40.00 X 196946 0 16034 BRYAN WONG DIR OF MED SVCS, SOCIAL EMOTIONAL WELLNESS 40.00 X 205885 0 87863 MICHAEL PARKINSON VP COO RISK MGT OFFICER (PART YEAR) 40.00 X 242849 0 22111 2623729 0 637288 105 0 1 0 CAMPUS FACILITIES MANAGEMENT INC 5495 VIA ROCAS WESTLAKE VILLAGE CA 91362 FACILITY MANAGEMENT SERVICES 1461092 COMPASS GROUP DBA FLIK HOSPITALITY GROUP PO BOX 50196 LOS ANGELES CA 90074 CAFE FOOD SERVICES, SCHOOL CATERING SERV 1332756 AMERICAN TRANSPORTATION SYSTEMS 3133 E SOUTH STREET LONG BEACH CA 90805 BUSING SERVICES 628183 UNIVERSAL PROTECTION SERVICE LP DBA ALL PO BOX 732565 DALLAS TX 75373 SECURITY SERVICES 546258 CUSTOM JANITORIAL MAINTENANCE PO BOX 269 PORT HUENEME CA 93044 JANITORIAL SERVICES 526509 17 1207617 3719495 1549419 4927112 TUITION & FEES 611110 74419515 74419515 STUDENT PROGRAMS/ACTIV 611110 6652606 6652606 AUXILIARY PROGRAMS 611110 3503435 3503435 84575556 2376211 2376211 31291 91307 -60016 -60016 -60016 14068937 12100 14050192 83598 18745 -71498 -52753 -52753 157750 1207617 1128347 -970597 -970597 272179 127594 144585 144585 35238 35238 35238 90975336 84720141 0 1328083 16816316 16816316 2074846 1644108 340482 90256 286307 247165 30427 8715 32756173 25955991 5375288 1424894 972857 770892 159646 42319 2958310 2344165 485459 128686 2492797 1975292 409068 108437 66160 66160 77420 77420 196333 196333 101212 101212 115282 107377 7601 304 333864 25833 124533 183498 352243 169077 176120 7046 676316 324632 338158 13526 7593330 7270516 232996 89818 1780425 1573215 82630 124580 1313630 1267653 30608 15369 5120109 4940905 119299 59905 921650 442392 460825 18433 AUXILIARY EXPENSES 3397006 3278639 41263 77104 STUDENT PROGRAMS 3200551 2862962 337171 418 ADVANCEMENT & ADMIN 1664979 867272 764962 32745 ATHLETICS 819827 819827 585553 585553 86673496 74289782 9761328 2622386 150753 6850949 7265332 2000000 549014 320141 5000 6000 107192 106045 1613891 1850773 159270360 77297959 82666569 81972401 69329920 81315296 5350046 4779856 22091616 21367171 191130333 198567632 6051801 6949430 32368967 32073987 45278306 44272466 28917044 28231811 112616118 111527694 X 75622057 81974399 2892158 5065539 78514215 87039938 191130333 198567632 X 4301840 4736552 -512669 X 0 1 X 1 0 X 7506257 3598742 5242346 4155868 4927112 25430325 7506257 3598742 5242346 4155868 4927112 25430325 974194 24456131 1058483 1055387 1329941 2049852 2407502 7901165 58248 72757 22023 55501 35238 243767 33575257 346935055 0.72840 0.74020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM - 2020 AMOUNT: $ 15,000. HEALTH INSURANCE INCENTIVE - 2021 AMOUNT: $ 40,000. 2022 AMOUNT: $ 8,245. 2023 AMOUNT: $ 27,975. OTHER INCOME - 2020 AMOUNT: $ 43,248. 2021 AMOUNT: $ 32,757. 2022 AMOUNT: $ 13,778. 2023 AMOUNT: $ 27,526. 2024 AMOUNT: $ 35,238. SCHEDULE A, PART II THE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2177043 76449 304583 8000 10812 2539263 1428503 500000 261540 8000 5000 2177043 1281233 28000 145270 16000 10000 1428503 1502089 -220856 1281233 1063775 115000 336314 8000 5000 1502089 0.57256 0.42744 0.00000 0 0 8554795 8554795 99508074 45574949 53933125 17512015 8217849 9294166 30091608 23040690 7050918 3603868 464471 3139397 81972401 OPERATING LEASE - RIGHT OF USE ASSETS 21367171 21367171 OPERATING LEASE OBLIGATION 28231811 28231811 80141608 4736552 -16816316 -12079764 92221372 101212 -1347248 -1246036 90975336 71103216 1347248 1347248 69755968 101212 16816316 16917528 86673496 PART V, LINE 4: THE UNRESTRICTED GENERAL ENDOWMENT WILL BE USED AS BOARD POLICY DICTATES AND INCLUDES FINANCIAL AID AWARDS AND CAPITAL IMPROVEMENTS AMONG OTHER THINGS. THE FINANCIAL AID ENDOWMENT IS USED TO FUND SCHOLARSHIP FOR STUDENTS WHO ARE SELECTED FOR THE CHRISTIAN DISCIPLESHIP AND LEADERSHIP AWARDS. THE TEACHER ENDOWMENT IS USED TO FUND THE ANNUAL TEACHER OF THE YEAR AWARDS GIVEN TO ONE MIDDLE SCHOOL AND ONE HIGH SCHOOL TEACHER. THE DIAN & KARL ZEILE FACULTY SUMMER FELLOWSHIP ENDOWMENT IS USED TO FUND THE ANNUAL FACULTY SUMMER FELLOWSHIP AWARDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID -16,460,585. STUDENT HOUSING AID -355,731. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -1,128,347. RENTAL EXPENSES -91,307. COST OF GOODS SOLD -127,594. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 1,128,347. RENTAL EXPENSES 91,307. COST OF GOODS SOLD 127,594. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 16,460,585. STUDENT HOUSING AID 355,731. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS. EUROPE (INCLUDING ICELAND AND GREENLAND) 0 1 PROGRAM SERVICES SHORT TERM SERVICE/ACADEMIC TRIPS; CONSULTING SERVICES 111724 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES SHORT TERM SERVICE/ACADEMIC TRIPS; CONSULTING AND TRANSLATION SERVICES 148214 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SHORT TERM SERVICE/ACADEMIC TRIPS 169885 0 2 0 0 0 2 429823 0 429823 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION TRACKED EXPENDITURES IN ACCORDANCE WITH ACCRUAL BASIS OF ACCOUNTING. X X X X X X 1 NETZEL GRIGSBY ASSOCIATES INC PO BOX 5122 CULVER CITY CA 90231 FUNDRAISING CONSULTANT SERVICES 0 0 196333 196333 196333 196333 CA AUCTION GALA 1365367 1207617 157750 153748 181908 702018 90673 1365367 1207617 157750 153748 181908 702018 90673 1128347 -970597 SCHEDULE G, PART I, LINE 2B(IV) THE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE; NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED. 1 FINANCIAL AID FOR TUITION 805 16460585 RESIDENTIAL LIFE DIVERSITY ALLOWANCE 16 355731 PART I, LINE 2: FAMILIES INTERESTED IN OBTAINING FINANCIAL AID TO HELP PAY FOR TUITION MUST SUBMIT A FINANCIAL AID APPLICATION THROUGH A THIRD PARTY PROCESSOR ("VENDOR"). THE PROCESS INCLUDES THE SUBMISSION OF TAX RETURNS, W-2 FORMS AND OTHER DOCUMENTS DEPENDING ON THE FAMILY'S SITUATION. THE VENDOR RUNS THE DATA THROUGH THEIR PROGRAM BASED ON CERTAIN PARAMETERS REVIEWED BY THE SCHOOL AND THEN COMES UP WITH RECOMMENDATIONS FOR FINANCIAL AID AMOUNTS. THE SCHOOL'S FINANCIAL AID DEPARTMENT THEN REVIEWS REPORTS AS WELL AS ADDITIONAL DATA AND REFINES FINANCIAL AID AWARDS AS APPROPRIATE. ONCE FINALIZED, THE DATA IS UPLOADED INTO THE TUITION BILLING SYSTEM USED BY THE SCHOOL. ALL FINANCIAL AID GRANTS ARE USED TO OFFSET TUITION FOR THE SPECIFIC SCHOOL YEAR FOR WHICH IT WAS AWARDED. OCS PROVIDES NEEDS-BASED, MISSION-DRIVEN FINANCIAL AID FOR STUDENTS, WITH THE EXCEPTION OF A COUPLE VERY SMALL MERIT-BASED AWARDS FUNDED BY RESTRICTED DONATIONS. FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT. NO CASH CHANGES HANDS. WE HAVE A PROCESS TO ENSURE ETHNIC AND CULTURAL DIVERSITY IN OUR RESIDENTIAL LIFE PROGRAM FROM UNDERSERVED AND UNDERREPRESENTED CONTINENTS AND NATIONS. IN THIS, OCS PROVIDES A LIMITED ALLOWANCE OF NEEDS-BASED, MISSION-DRIVEN AID FOCUSED ON THE TUITION PORTION ONLY OF FEES DUE. THIS IS NOT OFFERED NOR CONSIDERED FOR EVERY STUDENT/FAMILY AND IS SUBJECT TO THE VETTING OF BOTH THE NEED OF THE STUDENT/FAMILY AND OCS. NO CASH CHANGES HANDS. X X X X 0 0 0 0 0 0 0 1 0 ROBERT BLACK HEAD OF SCHOOL/PRESIDENT 426603 0 75000 0 863 0 23000 0 26940 0 552406 0 0 0 MATTHEW NORTHROP ASSOCIATE HEAD OF SCHOOL 342155 0 40000 0 600 0 9099 0 105694 0 497548 0 0 0 DAVID FREEMAN VP, COO/RISK MANAGEMENT 220851 0 20000 0 600 0 12570 0 139348 0 393369 0 0 0 JEREMY HAYNES HEAD OF BIBLE,DISCIPLESHIP & SPIRITUAL LIFE 194010 0 20000 0 0 0 3500 0 79546 0 297056 0 0 0 BRYAN WONG DIR OF MED SVCS, SOCIAL EMOTIONAL WELLNESS 164435 0 14545 0 26905 0 0 0 87863 0 293748 0 0 0 COZETTE DARBY CHIEF OF STAFF SR. ADMIN OFFICER, ASST TREASURER 208945 0 30000 0 600 0 12170 0 16667 0 268382 0 0 0 MICHAEL PARKINSON VP COO RISK MGT OFFICER (PART YEAR) 202549 0 40000 0 300 0 8675 0 13436 0 264960 0 0 0 TARA MORROW MIDDLE SCHOOL PRINCIPAL 175365 0 20000 0 600 0 7903 0 47782 0 251650 0 0 0 KRIS THABIT TREASURER / CFO 193419 0 7838 0 600 0 9918 0 17143 0 228918 0 0 0 SEBASTIAN ALVARADO HS FACULTY MEMBER/SOCCER PROGRAM DIRECTOR 120483 0 4849 0 71614 0 5276 0 10758 0 212980 0 0 0 PART I, LINE 7 THE ORGANIZATION MADE NONFIXED PAYMENTS IN THE FORM OF DISCRETIONARY BONUSES. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 000000000 2019-03-22 47500000 REFINANCE 9/08/12 DEBT & 12/12/13 BOND; CAPITAL PROJECTS FOR DORMS & IDEALAB 0 0 0 A 3153136 47500000 219639 18646937 28633424 2019 1 1 1 1 A 0 1 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 US BANK 23.000000000000 1 0 0 0 1 A 1 DAVID FREEMAN OFFICER PERSONAL LOAN X 15000 5000 0 0 0 5000 98330 NEED BASED TUITION FINANCIAL AID PAUL BLACK FAMILY RELATIONSHIP WITH ROBERT BLACK, HEAD OF SCHOOL/PRESIDENT 96166 COMPENSATION AND BENEFITS 0 JACK DARBY FAMILY RELATIONSHIP WITH COZETTE DARBY, ASSISTANT TREASURER AND SECRETARY 72555 COMPENSATION AND BENEFITS 0 MIKE PARKINSON FORMER VP, CHIEF OPERATIONS OFFICER 117586 FACILITIES CONSULTING FEES 0 SCHEDULE L, PART II, COLUMN (F) THE LOAN WAS PAID IN FULL AFTER THE FISCAL YEAR, FEBRUARY 2026. X 6 989388 MARKET VALUE X AUCTION ITEMS 216 560031 SELLING COST 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. PART I, LINE 32B: THE FILING ORGANIZATION USES BIDDING FOR GOOD, A PROFESSIONAL AUCTION TEAM, TO FACILITATE THE SALES OF DONATED ITEMS DURING THEIR ANNUAL FUNDRAISING EVENT. FORM 990, PART VI, SECTION A, LINE 2 DALLAS PRICE-VAN BREDA AND TERRY ROBERTS- FAMILY RELATIONSHIP EDWARD ATSINGER AND KATRINA ATSINGER- FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY AN INDEPENDENT TAX PREPARER. THE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEW THE RETURN IN DETAIL. THE ORGANIZATION'S BOARD HAS APPOINTED A TAX CPA TO REVIEW THE FORM 990 ON BEHALF OF THE BOARD. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE HEAD OF SCHOOL AND SECRETARY OF THE BOARD ARE RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY DETERMINES COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL, TAKING INTO ACCOUNT THE RECOMMENDATION OF THE DIRECTOR OF HUMAN RESOURCES ALONG WITH THE REVIEW OF COMPARABLE DATA AND HISTORICAL SALARIES FOR THESE POSITIONS. THESE APPROVALS ARE REGULARLY RECORDED IN THE MINUTES OF THE COMPENSATION COMMITTEE. LINE 15B: THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY DETERMINES COMPENSATION FOR OTHER OFFICER AND KEY EMPLOYEE POSITIONS WHERE BASE SALARIES EXCEED $150,000 PER ANNUM, TAKING INTO ACCOUNT THE RECOMMENDATION OF THE HEAD OF SCHOOL AND THE DIRECTOR OF HUMAN RESOURCES ALONG WITH THE REVIEW OF COMPARABLE DATA AND HISTORICAL SALARIES FOR THESE POSITIONS. THESE APPROVALS ARE REGULARLY RECORDED IN THE MINUTES OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -512,669. ONLINE CHRISTIAN CONSORTIUM LLC 31749 LA TIENDA DR WESTLAKE VILLAGE CA 91362 812564057 ONLINE EDUCATION SERVICES CA 76238 0 OAKS CHRISTIAN SCHOOL TREEBEARD INVESTMENTS LLC 310 ALDER RD DOVER DE 19904 010935825 INVESTMENTS DE OAKS CHRISTIAN SCHOOL EXCLUDED -14059 239752 1 0 0.99000 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0