LIVE OAK CHARTER SCHOOL

Cite this

Plain text LIVE OAK CHARTER SCHOOL. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/live-oak-charter-school-680469314. Retrieved 2026-10-27.

APA furp.org. (n.d.). LIVE OAK CHARTER SCHOOL [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 27, 2026, from https://furp.org/org/live-oak-charter-school-680469314

MLA “LIVE OAK CHARTER SCHOOL.” furp.org, tax years 2012–2024, https://furp.org/org/live-oak-charter-school-680469314. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $3.4M · expenses $3.8M · assets $1.1M

EIN
68-0469314
Address
PO BOX 818, PETALUMA, CA 94953-0818
Website
www.liveoakcharter.org
NTEE code
B29
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2002 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
School
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
John Azzizzi Consortium Director / Finance Manager2018-2024 $202,798$1,077,889 1
Linda Delgado Executive Director2024 $193,873$193,873 1
Matthew Morgan (former) Executive Director2012-2018 $143,239$735,906 1
Justin Tomola (former) Executive Director2019-2022 $164,528$520,930 1
Linda Delgado - 2023 W2 half year (former) Executive Director2023 $84,456$84,456 1

Officers and directors, no compensation reported

32 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Robert Bunce Treasurer2021-2024 10 $0 reported 1
Samantha Sheppard Secretary2022-2024 5 $0 reported 1
Kristina Tank-Crestetto Member2023-2024 5 $0 reported 1
Kristin Walter Chair2024 10 $0 reported 1
Steve Bleasdall Member2024 5 $0 reported 1
Nick Russinko Member2024 5 $0 reported 1
Byron Palmer Member2024 5 $0 reported 1
Valerie Miller Member2024 5 $0 reported 1
Stacy Ito (former) Chair2019-2023 5 $0 reported 1
Jessica Umphress (former) Member2020-2023 5 $0 reported 1
Justin Lipp (former) Member2023 5 $0 reported 1
Kristen Walter (former) Member2021-2023 5 $0 reported 1
Chris Fox (former) Member2016-2022 5 $0 reported 1
Cortney Callahan (former) Secretary2018-2021 5 $0 reported 1
Sarah Grossi (former) Chair2014-2020 5 $0 reported 1
James Jensen (former) Treasurer2018-2020 5 $0 reported 1
Erin Wrightsman (former) Member2014-2020 5 $0 reported 1
Patrick Kennel (former) Member2020 5 $0 reported 1
Daniella Baker (former) Member2017-2019 5 $0 reported 1
Josh Kizner (former) Member2014-2019 5 $0 reported 1
Shaina Ferraro (former) CHAIR2015-2017 5 $0 reported 1
Courtney Callahan (former) MEMBER2017 5 $0 reported 1
John Kizner (former) TREASURER2015-2016 5 $0 reported 1
John Gerber (former) MEMBER2012-2016 5 $0 reported 1
Karna Dawson (former) CHAIR2012-2015 5 $0 reported 1
Cliff Schlueter (former) MEMBER2012-2015 5 $0 reported 1
Debbie Elam (former) Member2012-2014 5 $0 reported 1
Sara Jordan (former) VICE-CHAIR2012-2013 5 $0 reported 1
Julie Yarnall (former) MEMBER2012-2013 5 $0 reported 1
Rachel Kaplan (former) MEMBER2012-2013 5 $0 reported 1
Pam Tambe (former) MEMBER2012 5 $0 reported 1
Tom Gallup (former) Treasurer2012 5 $0 reported 1

People by year

2024 · 10 people listed · 2 paid, $397K · 59 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Azzizzi Consortium Director / Finance Manager50 $139,244$0$63,554 $202,7981
Linda Delgado Executive Director50 $147,805$0$46,068 $193,8731
Kristin Walter Chair10 $0$0$0 $01
Robert Bunce Treasurer10 $0$0$0 $01
Samantha Sheppard Secretary5 $0$0$0 $01
Kristina Tank-Crestetto Member5 $0$0$0 $01
Steve Bleasdall Member5 $0$0$0 $01
Nick Russinko Member5 $0$0$0 $01
Byron Palmer Member5 $0$0$0 $01
Valerie Miller Member5 $0$0$0 $01
2023 · 9 people listed · 2 paid, $276K · 60 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Azzizzi Consortium Director / Finance Manager50 $132,988$0$58,722 $191,7101
Linda Delgado - 2023 W2 half year Executive Director50 $67,473$0$16,983 $84,4561
Stacy Ito Chair5 $0$0$0 $01
Robert Bunce Treasurer5 $0$0$0 $01
Samantha Sheppard Secretary5 $0$0$0 $01
Jessica Umphress Member5 $0$0$0 $01
Justin Lipp Member5 $0$0$0 $01
Kristina Tank-Crestetto Member5 $0$0$0 $01
Kristen Walter Member5 $0$0$0 $01
2022 · 8 people listed · 2 paid, $339K · 55 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Azzizzi Consortium Director / Finance Manager50 $122,646$0$51,769 $174,4151
Justin Tomola Executive Director50 $122,227$0$42,301 $164,5281
Jessica Umphress Chair5 $0$0$0 $01
Robert Bunce Treasurer5 $0$0$0 $01
Samantha Sheppard Secretary5 $0$0$0 $01
Stacy Ito Member5 $0$0$0 $01
Chris Fox Member5 $0$0$0 $01
Kristen Walter Member5 $0$0$0 $01
2021 · 8 people listed · 2 paid, $307K · 45 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Azzizzi Consortium Director / Finance Manager50 $111,290$0$45,750 $157,0401
Justin Tomola Executive Director50 $112,031$0$38,025 $150,0561
Jessica Umphress Chair5 $0$0$0 $01
Robert Bunce Treasurer5 $0$0$0 $01
Cortney Callahan Secretary5 $0$0$0 $01
Stacy Ito Member5 $0$0$0 $01
Chris Fox Member5 $0$0$0 $01
Kristen Walter Member5 $0$0$0 $01
2020 · 9 people listed · 2 paid, $288K · 52 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Azzizzi Business Manager / Consortium Director50 $104,113$0$42,021 $146,1341
Justin Tomola Executive Director50 $103,631$0$38,495 $142,1261
Sarah Grossi Chair5 $0$0$0 $01
Stacy Ito Secretary5 $0$0$0 $01
James Jensen Treasurer5 $0$0$0 $01
Chris Fox Member5 $0$0$0 $01
Jessica Umphress Member5 $0$0$0 $01
Erin Wrightsman Member5 $0$0$0 $01
Patrick Kennel Member5 $0$0$0 $01
2019 · 9 people listed · 2 paid, $206K · 73 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Azzizzi Business Manager / Consortium Director50 $102,162$0$39,805 $141,9671
Justin Tomola Executive Director (1/2 Year)50 $48,275$0$15,945 $64,2201
Sarah Grossi Chair5 $0$0$0 $01
Stacy Ito Secretary5 $0$0$0 $01
James Jensen Treasurer5 $0$0$0 $01
Chris Fox Member5 $0$0$0 $01
Daniella Baker Member5 $0$0$0 $01
Erin Wrightsman Member5 $0$0$0 $01
Josh Kizner Member5 $0$0$0 $01
2018 · 9 people listed · 2 paid, $207K · 78 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Matthew Morgan Executive Director50 $104,182$0$39,057 $143,2391
John Azzizzi Business Manager / Consortium Director20 $46,382$0$17,443 $63,8251
Sarah Grossi Chair5 $0$0$0 $01
Cortney Callahan Secretary5 $0$0$0 $01
Josh Kizner Treasurer5 $0$0$0 $01
Chris Fox Member5 $0$0$0 $01
Daniella Baker Member5 $0$0$0 $01
Erin Wrightsman Member5 $0$0$0 $01
James Jensen Member5 $0$0$0 $01
2017 · 8 people listed · 1 paid, $143K · 70 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW MORGAN EXECUTIVE DIRECTOR40 $113,750$0$29,036 $142,7861
SHAINA FERRARO CHAIR5 $0$0$0 $01
CHRIS FOX VICE CHAIR5 $0$0$0 $01
JOSH KIZNER TREASURER5 $0$0$0 $01
SARAH GROSSI SECRETARY5 $0$0$0 $01
DANIELLA BAKER MEMBER5 $0$0$0 $01
COURTNEY CALLAHAN MEMBER5 $0$0$0 $01
ERIN WRIGHTSMAN MEMBER5 $0$0$0 $01
2016 · 7 people listed · 1 paid, $111K · 62 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW MORGAN EXECUTIVE DIR.40 $111,250$0$0 $111,2501
JOHN KIZNER TREASURER5 $0$0$0 $01
SHAINA FERRARO CHAIR5 $0$0$0 $01
CHRIS FOX MEMBER5 $0$0$0 $01
SARAH GROSSI SECRETARY5 $0$0$0 $01
ERIN WRIGHTSMAN MEMBER5 $0$0$0 $01
JOHN GERBER MEMBER5 $0$0$0 $01
2015 · 8 people listed · 1 paid, $106K · 64 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW MORGAN EXECUTIVE DIR.40 $106,250$0$0 $106,2501
KARNA DAWSON CHAIR5 $0$0$0 $01
JOHN KIZNER TREASURER5 $0$0$0 $01
SHAINA FERRARO SECRETARY5 $0$0$0 $01
CLIFF SCHLUETER MEMBER5 $0$0$0 $01
SARAH GROSSI MEMBER5 $0$0$0 $01
ERIN WRIGHTSMAN MEMBER5 $0$0$0 $01
JOHN GERBER MEMBER5 $0$0$0 $01
2014 · 8 people listed · 1 paid, $102K · 61 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW MORGAN Executive Dir.40 $102,500$0$0 $102,5001
KARNA DAWSON CHAIR5 $0$0$0 $01
JOHN GERBER treasurer5 $0$0$0 $01
CLIFF SCHLUETER secretary5 $0$0$0 $01
DEBBIE ELAM Member5 $0$0$0 $01
SARAH GROSSI MEMBER5 $0$0$0 $01
ERIN WRIGHTSMAN MEMBER5 $0$0$0 $01
JOSH KIZNER MEMBER5 $0$0$0 $01
2013 · 8 people listed · 1 paid, $87K · 52 employees · 270 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW MORGAN Executive Dir.40 $87,203$0$0 $87,2031
KARNA DAWSON CHAIR5 $0$0$0 $01
SARA JORDAN VICE-CHAIR5 $0$0$0 $01
JOHN GERBER Treasurer5 $0$0$0 $01
CLIFF SCHLUETER SECRETARY5 $0$0$0 $01
JULIE YARNALL MEMBER5 $0$0$0 $01
RACHEL KAPLAN MEMBER5 $0$0$0 $01
DEBBIE ELAM MEMBER5 $0$0$0 $01
2012 · 10 people listed · 1 paid, $43K · 61 employees · 270 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW MORGAN Executive Dir.40 $42,678$0$0 $42,6781
SARA JORDAN MEMBER5 $0$0$0 $01
JOHN GERBER MEMBER5 $0$0$0 $01
PAM TAMBE MEMBER5 $0$0$0 $01
RACHEL KAPLAN MEMBER5 $0$0$0 $01
JULIE YARNALL MEMBER5 $0$0$0 $01
CLIFF SCHLUETER SECRETARY5 $0$0$0 $01
TOM GALLUP Treasurer5 $0$0$0 $01
KARNA DAWSON VICE-CHAIR5 $0$0$0 $01
DEBBIE ELAM CHAIRPERSON5 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$3,400,164$3,778,610 $1,121,318$451,972 $3,226,283$136,183 $402,77859150
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$3,289,752$3,591,060 $1,818,116$830,418 $3,020,122$232,167 $382,50860150
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$3,553,135$3,527,724 $1,591,253$1,131,726 $3,298,732$233,980 $344,22955150
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$3,463,383$3,160,718 $1,497,312$1,106,315 $3,249,789$205,974 $315,39745200
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$2,957,599$2,642,870 $1,693,315$803,650 $2,852,448$95,117 $207,74452200
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$2,936,999$3,128,175 $1,359,059$488,921 $2,716,618$209,623 $206,18773200
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$3,179,806$3,352,333 $990,181$680,097 $2,940,196$227,484 $150,56478200
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$3,066,026$2,880,938 $1,024,876$852,624 $2,939,233$115,769 $145,16170200
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$2,798,337$2,830,403 $858,312$667,536 $2,792,229$0 $111,25062200
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$2,766,377$2,815,766 $888,201$699,602 $2,761,851$0 $106,25064200
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$2,472,357$2,459,922 $807,687$623,418 $2,469,194$0 $102,50061200
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$2,248,607$2,123,362 $794,981$610,983 $2,245,907$0 $87,20352270
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$2,155,836$1,964,741 $793,395$485,738 $2,153,490$0 $42,67861270

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

7 grantors reported grants to this organization, $2,541,774 in all, tax years 2010 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FOUNDATION FOR PETALUMA PUBLIC WALDORF Public charity Exact 2010-2015, 2017-2019, 2021-2024 13$2,505,160 2024$194,495
show
PETALUMA EDUCATIONAL FDN DAF sponsor Fuzzy filed as “LIVE OAK CHARTER SCHOOL” 2017 1$15,000 2017$15,000
show
THE BLACKBAUD GIVING FUND DAF sponsor Exact 2022 1$10,770 2022$10,770
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2023 1$5,240 2023$5,240
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “LIVE OAK CHARTER SCHOOL” 2020-2023 4$2,354 2023$394
show
JAMIESON FOUNDATION Private foundation Fuzzy filed as “LIVE OAK CHARTER SCHOOL” 2023 1$2,250 2023$2,250
show
MCNABB FOUNDATION Private foundation Fuzzy filed as “LIVE OAK CHARTER SCHOOL” 2023 1$1,000 2023$1,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BLUE OAK CHARTER SCHOOL INCCAB29 $4,417,619$4,287,828 EXECUTIVE DIRECTOR$152,975 Same NTEE code B29, revenue within 2x, same state, similar name
LAUREL TREE CHARTER SCHOOLCAB29 $3,379,717$3,203,583 DIRECTOR/LEAD TEACHER$103,131 Same NTEE code B29, revenue within 2x, same state, similar name
EMPOWER CHARTER SCHOOLCAB29 $3,244,292$3,152,649 Executive Dir.$189,166 Same NTEE code B29, revenue within 2x, same state, similar name
IVY TECH CHARTER SCHOOLCAB29 $2,684,527$2,715,792 DIRECTOR OF OPERATIONS$203,857 Same NTEE code B29, revenue within 2x, same state, similar name
CHRYSALIS CHARTER SCHOOLCAB29 $3,187,315$3,145,224 DIRECTOR$87,023 Same NTEE code B29, revenue within 2x, same state, similar name
SANTA BARBARA CHARTER SCHOOLCAB29 $3,517,006$3,754,425 Director of Education$119,294 Same NTEE code B29, revenue within 2x, same state, similar name
YUBA RIVER CHARTER SCHOOL A CALIFORNIA NONPROFIT CORPORATIONCAB29 $5,093,275$4,921,039 Director/Pres.$120,000 Same NTEE code B29, revenue within 2x, same state, similar mission
ROCKY POINT CHARTER SCHOOLCAB29 $3,373,647$3,380,018 DIRECTOR$137,242 Same NTEE code B29, revenue within 2x, same state, similar name
HOMETECH CHARTER SCHOOL INCCAB29 $2,322,709$2,066,578 PRINCIPAL$190,526 Same NTEE code B29, revenue within 2x, same state, similar name
SIERRA FOOTHILL CHARTER SCHOOLCAB29 $2,383,325$2,114,682 Executive Dir.$81,112 Same NTEE code B29, revenue within 2x, same state
TIERRA PACIFICA CHARTER SCHOOLCAB29 $2,279,671$2,410,670 EXECUTIVE DIRECTOR$207,345 Same NTEE code B29, revenue within 2x, same state
YUBA CITY CHARTER SCHOOLCAB29 $4,957,279$5,189,735 SUPERINTENDENT$186,692 Same NTEE code B29, revenue within 2x, same state, similar name
NEW VILLAGE CHARTER SCHOOL INCCAB29 $3,908,709$3,872,188 PRINCIPAL$179,058 Same NTEE code B29, revenue within 2x, same state
FRESNO INNOVATIVE CHARTER SCHOOLS INCCAB29 $4,301,796$4,249,033 EXECUTIVE DIRECTOR$166,548 Same NTEE code B29, revenue within 2x, same state
URBAN CORPS OF SAN DIEGO COUNTY CHARTER SCHOOLCAB29 $4,281,373$3,736,624 EXECUTIVE DI$170,158 Same NTEE code B29, revenue within 2x, same state
SANTA YNEZ VALLEY CHARTER SCHOOL INCCAB29 $2,805,935$3,158,508 Director$145,000 Same NTEE code B29, revenue within 2x, same state
TRUCKEE CHARTER SCHOOL FOUNDATIONCAB29 $3,302,963$3,364,426 DIRECTOR/PRINCIPAL$175,516 Same NTEE code B29, revenue within 2x, same state
CHILDRENS COMMUNITY CHARTER SCHOOLCAB29 $4,127,205$3,285,504 PRINCIPAL/SUPERINTENDENT$164,029 Same NTEE code B29, revenue within 2x, same state
LEONARDO DA VINCI HEALTH SCIENCES CHARTER SCHOOLCAB29 $4,826,660$4,713,418 Executive Dir.$148,250 Same NTEE code B29, revenue within 2x, same state
MINDSET CHARTER SCHOOLS INCCAB29 $4,099,059$4,018,221 EXECUTIVE DIRECTOR$184,712 Same NTEE code B29, revenue within 2x, same state
CONNECT COMMUNITY CHARTER SCHOOLCAB29 $2,872,306$3,498,952 PRINCIPAL$188,076 Same NTEE code B29, revenue within 2x, same state
HIGHLAND ACADEMY CHARTER SCHOOLCAB29 $4,534,623$4,370,528 EXECUTIVE DIRECTOR$178,009 Same NTEE code B29, revenue within 2x, same state
TWIN RIDGES HOME STUDY CHARTER SCHOOLCAB29 $3,244,804$2,849,523 Director$131,761 Same NTEE code B29, revenue within 2x, same state
COTTONWOOD CREEK CHARTER SCHOOLCAB29 $4,192,312$3,979,224 DIRECTOR/PRINCIPAL$174,593 Same NTEE code B29, revenue within 2x, same state
THE HEIGHTS CHARTERCAB29 $3,831,491$3,608,999 Executive Dir.$148,805 Same NTEE code B29, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
XQ INSTITUTE Private foundation$6,037,8223 12020–2022 DA VINCI SCHOOLS LA COUNTY
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$1,399,40014 22010–2024 NEW VILLAGE CHARTER SCHOOL INC; NEW MILLENNIUM SECONDARY SCHOOL
AMERICAN ONLINE GIVING FOUNDATION INC funds this one DAF sponsor$1,027,57344 142019–2025 TIERRA PACIFICA CHARTER SCHOOL; LIFE LEARNING ACADEMY; CITY VIEW CHARTER SCHOOL; CREEKSIDE CHARTER MANAGEMENT and 10 more
IMPACTASSETS INC DAF sponsor$1,000,0001 12020–2020 NEW LEGACY CHARTER HIGH SCHOOL
WEINGART FOUNDATION Private foundation$980,33616 12014–2023 NEW VILLAGE CHARTER SCHOOL INC
THE BESSEMER GIVING FUND DAF sponsor$945,0005 22019–2024 OCEAN STUDIES CHARTER SCHOOL INC; NEW VILLAGE CHARTER SCHOOL INC
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$750,0001 12022–2022 DA VINCI SCHOOLS LA COUNTY
CHARTER FUND INC Private foundation$607,7506 22017–2024 CAPITAL COLLEGE & CAREER ACADEMY; GROWTH PUBLIC SCHOOLS
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$532,04423 82016–2024 NEW VILLAGE CHARTER SCHOOL INC; CREEKSIDE CHARTER MANAGEMENT; LIFE LEARNING ACADEMY; NEW LEGACY CHARTER HIGH SCHOOL and 4 more
FOUNDATION FOR JEWISH PHILANTHROPIES DAF sponsor$500,0003 12020–2023 NEW ROOTS CHARTER SCHOOL
THE ZELLERBACH FAMILY FOUNDATION Private foundation$500,0005 12020–2024 LIFE LEARNING ACADEMY
DONOR ADVISED CHARITABLE GIVING DAF sponsor$477,27933 72014–2024 NEW VILLAGE CHARTER SCHOOL INC; LIFE LEARNING ACADEMY; YUBA RIVER CHARTER SCHOOL A CALIFORNIA NONPROFIT CORPORATION; RALEIGH OAK CHARTER SCHOOL and 3 more
DENVER FOUNDATION DAF sponsor$468,2008 12017–2024 NEW LEGACY CHARTER HIGH SCHOOL
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$459,31010 32016–2024 LIFE LEARNING ACADEMY; CONNECT COMMUNITY CHARTER SCHOOL; NEW VILLAGE CHARTER SCHOOL INC
LILLY ENDOWMENT INC Private foundation$380,0004 12017–2025 DAMAR CHARTER SCHOOL INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $3,778,610 spent · pay $2,862,268 · grants $0 · events $34,578
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,757,949$1,488,486$269,463- 46.5%
Pay: officers, directors, trustees, key employees $402,778-$402,778- 10.7%
Pension plan contributions $366,408$293,617$72,791- 9.7%
All other expenses $333,894$323,451$10,443$0 8.8%
Other employee benefits $248,482$200,494$47,988- 6.6%
Fees: other services $200,859$170,968$29,891- 5.3%
Occupancy $173,584$157,735$15,849- 4.6%
Payroll taxes $86,651$52,966$33,685- 2.3%
Office expenses $54,959$40,788$14,171- 1.5%
Other (as described)Instructional Materials $47,318$47,003$315$0 1.3%
Conferences, conventions and meetings $34,578$33,395$1,183- 0.9%
Insurance $29,414-$29,414- 0.8%
Fees: accounting $23,186-$23,186- 0.6%
Fees: legal $14,863-$14,863- 0.4%
Depreciation and depletion $2,883$2,883-- 0.1%
Advertising and promotion $804-$804- 0.0%
Total$3,778,610100%

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2023 · Form 990 · $3,591,060 spent · pay $2,813,788 · grants $0 · events $14,329
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,728,275$1,473,235$255,040- 48.1%
Pay: officers, directors, trustees, key employees $382,508-$382,508- 10.7%
Pension plan contributions $357,746$300,719$57,027- 10.0%
Occupancy $271,961$254,441$17,520- 7.6%
Other employee benefits $263,133$221,700$41,433- 7.3%
All other expenses $205,994$193,720$12,274- 5.7%
Fees: other services $101,621$101,516$105- 2.8%
Payroll taxes $82,126$49,821$32,305- 2.3%
Other (as described)Instructional Materials $71,680$71,400$280$0 2.0%
Office expenses $39,010$26,521$12,489- 1.1%
Insurance $29,735-$29,735- 0.8%
Fees: accounting $20,656-$20,656- 0.6%
Fees: legal $18,525-$18,525- 0.5%
Conferences, conventions and meetings $14,329$11,452$2,877- 0.4%
Depreciation and depletion $2,838$2,838-- 0.1%
Advertising and promotion $923-$923- 0.0%
Total$3,591,060100%

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2022 · Form 990 · $3,527,724 spent · pay $2,812,514 · grants $0 · events $10,745
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,727,933$1,473,729$254,204- 49.0%
Pension plan contributions $352,209$301,302$50,907- 10.0%
Pay: officers, directors, trustees, key employees $344,229-$344,229- 9.8%
Other employee benefits $301,539$264,006$37,533- 8.5%
Occupancy $287,750$268,174$19,576- 8.2%
All other expenses $159,222$146,650$12,572- 4.5%
Other (as described)Other Contracted Services/Fees $104,457$76,681$27,776$0 3.0%
Payroll taxes $86,604$53,920$32,684- 2.5%
Office expenses $64,356$48,521$15,835- 1.8%
Other (as described)Instructional Materials $34,218$33,848$370$0 1.0%
Insurance $27,538-$27,538- 0.8%
Fees: accounting $19,839-$19,839- 0.6%
Conferences, conventions and meetings $10,745$9,296$1,449- 0.3%
Fees: legal $3,508-$3,508- 0.1%
Depreciation and depletion $2,838$2,838-- 0.1%
Advertising and promotion $739-$739- 0.0%
Total$3,527,724100%

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2021 · Form 990 · $3,160,718 spent · pay $2,421,196 · grants $0 · events $9,582
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,487,442$1,270,771$216,671$0 47.1%
Pay: officers, directors, trustees, key employees $315,397$0$315,397$0 10.0%
Other employee benefits $272,537$235,009$37,528$0 8.6%
Pension plan contributions $271,127$229,841$41,286$0 8.6%
Occupancy $266,087$252,301$13,786$0 8.4%
All other expenses $232,063$229,760$2,303$0 7.3%
Other (as described)Other Contracted Services/Fees $101,279$78,212$23,067$0 3.2%
Payroll taxes $74,693$45,560$29,133$0 2.4%
Office expenses $67,772$56,547$11,225$0 2.1%
Insurance $24,796$0$24,796$0 0.8%
Other (as described)Instructional Materials $19,303$18,932$371$0 0.6%
Fees: accounting $13,264$0$13,264$0 0.4%
Conferences, conventions and meetings $9,582$9,046$536$0 0.3%
Depreciation and depletion $2,117$2,117$0$0 0.1%
Fees: legal $2,059$0$2,059$0 0.1%
Advertising and promotion $1,200$0$1,200$0 0.0%
Total$3,160,718100%

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2020 · Form 990 · $2,642,870 spent · pay $2,059,451 · grants $0 · events $4,646
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,274,141$1,098,045$176,096- 48.2%
Pension plan contributions $263,674$190,416$73,258- 10.0%
Other employee benefits $254,167$194,815$59,352- 9.6%
Occupancy $209,039$198,661$10,378- 7.9%
Pay: officers, directors, trustees, key employees $207,744-$207,744- 7.9%
All other expenses $142,553$140,894$1,659$0 5.4%
Fees: other services $107,473$83,222$24,251- 4.1%
Office expenses $62,366$51,605$10,761- 2.4%
Payroll taxes $59,725$37,887$21,838- 2.3%
Insurance $21,520-$21,520- 0.8%
Other (as described)Instructional Materials $17,610$16,009$1,601$0 0.7%
Fees: accounting $12,050-$12,050- 0.5%
Conferences, conventions and meetings $4,646$2,397$2,249- 0.2%
Fees: legal $3,226-$3,226- 0.1%
Depreciation and depletion $1,757$1,757-- 0.1%
Advertising and promotion $1,179-$1,179- 0.0%
Total$2,642,870100%

View the filing

2019 · Form 990 · $3,128,175 spent · pay $2,300,202 · grants $0 · events $16,739
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,447,848$1,273,013$174,835- 46.3%
Pension plan contributions $298,861$227,868$70,993- 9.6%
Other employee benefits $273,874$213,346$60,528- 8.8%
Occupancy $264,902$250,498$14,404- 8.5%
Pay: officers, directors, trustees, key employees $206,187-$206,187- 6.6%
Other (as described)Repairs&Maint/Rentals $205,850$205,850$0$0 6.6%
Other (as described)District Fee for Service $118,443$118,443$0$0 3.8%
Fees: other services $97,056$72,148$24,908- 3.1%
Payroll taxes $73,432$51,748$21,684- 2.3%
Office expenses $40,619$29,312$11,307- 1.3%
Other (as described)Books and Supplies (Non-Office) $37,403$37,403$0$0 1.2%
Conferences, conventions and meetings $16,739$15,016$1,723- 0.5%
Insurance $14,928-$14,928- 0.5%
Fees: accounting $10,710-$10,710- 0.3%
Other (as described)Student Meal Costs $9,990$9,990$0$0 0.3%
Fees: legal $5,520-$5,520- 0.2%
All other expenses $3,694$2$3,692- 0.1%
Depreciation and depletion $1,757$1,757-- 0.1%
Advertising and promotion $362-$362- 0.0%
Total$3,128,175100%

View the filing

2018 · Form 990 · $3,352,333 spent · pay $2,476,270 · grants $0 · events $9,943
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,664,724$1,570,105$94,619- 49.7%
Pension plan contributions $293,182$283,186$9,996- 8.7%
Other employee benefits $281,998$273,841$8,157- 8.4%
Occupancy $257,606$257,606-- 7.7%
Fees: other services $210,298$210,298-- 6.3%
Other (as described)Other Contracts & Services $164,120$159,948$4,172$0 4.9%
Pay: officers, directors, trustees, key employees $150,564$72,927$77,637- 4.5%
Office expenses $106,126$95,113$11,013- 3.2%
Payroll taxes $85,802$81,136$4,666- 2.6%
Other (as described)Instructional Materials $54,404$54,404$0$0 1.6%
Fees: legal $46,048-$46,048- 1.4%
Insurance $12,411-$7,198$19,609- 0.4%
Conferences, conventions and meetings $9,943-$9,943- 0.3%
Depreciation and depletion $7,583$7,583-- 0.2%
Fees: accounting $6,525-$6,525- 0.2%
Advertising and promotion $999-$999- 0.0%
Total$3,352,333100%

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2017 · Form 990 · $2,880,938 spent · pay $2,167,659 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,482,448$1,205,610$276,838- 51.5%
Other employee benefits $540,050$458,327$81,723- 18.7%
Other (as described)RENTAL, LEASES & REPAIR $204,183$171,677$32,506- 7.1%
Other (as described)PROFESSIONAL/CONSULTING $154,374$93,204$61,170- 5.4%
Pay: officers, directors, trustees, key employees $145,161$145,161-- 5.0%
Other (as described)DIRECT FEES/OTHER $128,419$128,419-- 4.5%
Other (as described)BOOKS & SUPPLIES $120,432$103,887$16,545- 4.2%
All other expenses $63,665$46,013$17,652- 2.2%
Travel $22,446$22,165$281- 0.8%
Insurance $12,175-$12,175- 0.4%
Depreciation and depletion $7,585$7,585-- 0.3%
Total$2,880,938100%

View the filing

2016 · Form 990 · $2,830,403 spent · pay $2,170,156 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,482,440$1,126,429$356,011- 52.4%
Other employee benefits $576,466$437,013$139,453- 20.4%
Other (as described)RENTAL, LEASES, & REPAI $212,626$1,109$211,517- 7.5%
Other (as described)PROFESSIONAL/CONSULTING $161,535$44,184$117,351- 5.7%
Other (as described)BOOKS & SUPPLIES $125,007$94,674$30,333- 4.4%
Pay: officers, directors, trustees, key employees $111,250$111,250-- 3.9%
Other (as described)DIRECT SUPPORT/INDIRECT $77,827-$77,827- 2.7%
All other expenses $49,631$2,041$47,590- 1.8%
Travel $23,586$22,873$713- 0.8%
Depreciation and depletion $7,585-$7,585- 0.3%
Insurance $2,450$2,450-- 0.1%
Total$2,830,403100%

View the filing

2015 · Form 990 · $2,815,766 spent · pay $1,996,544 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,385,091$1,044,196$340,895- 49.2%
Other employee benefits $505,203$377,055$128,148- 17.9%
Other (as described)BOOKS & SUPPLIES $267,316$224,160$43,156- 9.5%
Other (as described)RENTAL, LEASES, & REPAI $183,610-$183,610- 6.5%
Other (as described)PROFESSIONAL/CONSULTING $167,624$61,990$105,634- 6.0%
Pay: officers, directors, trustees, key employees $106,250$106,250-- 3.8%
Other (as described)DIRECT SUPPORT/INDIRECT $102,965-$102,965- 3.7%
All other expenses $60,364$21,227$39,137- 2.1%
Travel $22,041$21,575$466- 0.8%
Insurance $7,717$7,717-- 0.3%
Depreciation and depletion $7,585-$7,585- 0.3%
Total$2,815,766100%

View the filing

2014 · Form 990 · $2,459,922 spent · pay $1,710,779 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,204,199$970,442$233,757- 49.0%
Other employee benefits $404,080$304,199$99,881- 16.4%
Other (as described)BOOKS & SUPPLIES $241,296$221,488$19,808- 9.8%
Other (as described)RENTAL, LEASES, & REPAIRS $187,130$151,575$35,555- 7.6%
Other (as described)PROFESSIONAL/CONSULTING $127,645$109,547$18,098- 5.2%
Pay: officers, directors, trustees, key employees $102,500$102,500-- 4.2%
Other (as described)DIRECT SUPPORT/INDIRECT COSTS $79,898$79,898-- 3.2%
All other expenses $70,091$47,984$22,107- 2.8%
Travel $20,983$19,963$1,020- 0.9%
Insurance $14,515-$14,515- 0.6%
Depreciation and depletion $7,585-$7,585- 0.3%
Total$2,459,922100%

View the filing

2013 · Form 990 · $2,123,362 spent · pay $1,483,232 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,051,685$844,047$207,638- 49.5%
Other employee benefits $344,344$258,465$85,879- 16.2%
Other (as described)BOOKS & SUPPLIES $181,561$153,669$27,892- 8.6%
Other (as described)RENTAL, LEASES, & REPAIRS $164,670$128,608$36,062- 7.8%
Other (as described)PROFESSIONAL/CONSULTING $146,638$118,777$27,861- 6.9%
Pay: officers, directors, trustees, key employees $87,203$87,203-- 4.1%
Other (as described)DIRECT SUPPORT/INDIRECT COSTS $68,959$68,959-- 3.2%
All other expenses $50,369$40,799$9,570- 2.4%
Travel $27,933$27,012$921- 1.3%
Total$2,123,362100%

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2012 · Form 990 · $1,964,741 spent · pay $1,391,021 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,027,527$909,735$117,792- 52.3%
Other employee benefits $320,816$285,505$35,311- 16.3%
Other (as described)BOOKS & SUPPLIES $172,511$139,981$32,530- 8.8%
Other (as described)RENTAL, LEASES, & REPAIRS $157,781$128,028$29,753- 8.0%
Other (as described)PRO/CONSULT SERVICES $114,105$92,587$21,518- 5.8%
Other (as described)DIRECT SUPPORT/INDIRECT COSTS $51,941$42,146$9,795- 2.6%
All other expenses $48,208$39,118$9,090- 2.5%
Pay: officers, directors, trustees, key employees $42,678$42,678-- 2.2%
Travel $23,205$18,829$4,376- 1.2%
Insurance $5,969$4,843$1,126- 0.3%
Total$1,964,741100%

View the filing

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