Blue Oak Charter School Inc

Blue Oak Charter School Inc maintains tight financial margins with recent significant asset and liability growth.

EIN: 20702969 · Chico, CA · NTEE: B29 · Updated: 2026-03-28

$4.4MRevenue
$4.6MAssets
90/100Mission Score (Excellent)
B29

Is Blue Oak Charter School Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Blue Oak Charter School Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Blue Oak Charter School Inc

Blue Oak Charter School Inc (EIN: 20702969) is a nonprofit organization based in Chico, CA, classified under NTEE code B29. The organization reported total revenue of $4.4M and total assets of $4.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Blue Oak Charter School Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

Blue Oak Charter School Inc demonstrates consistent financial activity, with revenues closely matching expenses across its filing history. For the 202306 period, the organization reported revenues of $4,383,914 against expenses of $4,287,652, indicating a slight surplus. The organization's assets have seen a significant increase, jumping from $1,104,097 in 202206 to $5,490,643 in 202306, largely offset by a corresponding increase in liabilities to $4,771,204. This suggests a substantial capital investment or financing activity, which warrants further investigation to understand its nature and long-term implications for financial health. The consistent reporting of 0% officer compensation across all available filings indicates a strong commitment to directing funds towards its mission rather than executive salaries, which is a positive sign for transparency and efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Blue Oak Charter School Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Blue Oak Charter School Inc allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers received compensation from the organization. This is highly unusual for an organization of this size with over $4 million in revenue and suggests either a fully volunteer leadership or compensation is handled through a related entity, which would require further clarification.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Blue Oak Charter School Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Blue Oak Charter School Inc:

Frequently Asked Questions about Blue Oak Charter School Inc

Is Blue Oak Charter School Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Blue Oak Charter School Inc (EIN: 20702969) some concerns. Mission Score: 90/100. 2 red flags identified, 3 strengths noted.

How does Blue Oak Charter School Inc spend its money?

Blue Oak Charter School Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Blue Oak Charter School Inc tax-deductible?

Blue Oak Charter School Inc is registered as a tax-exempt nonprofit (EIN: 20702969). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What caused the significant increase in assets and liabilities between 202206 and 202306?

The organization's assets increased from $1,104,097 to $5,490,643, and liabilities from $480,920 to $4,771,204. This substantial change likely indicates a major capital project, such as property acquisition or facility expansion, financed through debt. Further details would be in the full IRS Form 990, Part X, Balance Sheet.

How does Blue Oak Charter School Inc manage its executive leadership without direct officer compensation?

The filings consistently show 0% officer compensation. This could mean that executive leadership is entirely volunteer-based, or that compensation for key personnel is paid by a related management organization or through other means not reported as officer compensation on the 990, Part VII, Section A.

Is the organization financially stable given the high liabilities in 202306?

While liabilities increased significantly to $4,771,204, they are largely offset by assets of $5,490,643, resulting in positive net assets. The long-term stability depends on the nature of these liabilities (e.g., long-term debt vs. short-term payables) and the organization's ability to service them, which would be detailed in the full financial statements.

Filing History

IRS 990 filing history for Blue Oak Charter School Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Blue Oak Charter School Inc's revenue has grown by 74.6%, moving from $2.5M to $4.4M. Total assets increased by 197.1% over the same period, from $1.8M to $5.5M. Total functional expenses rose by 102.5%, from $2.1M to $4.3M. In its most recent filing year (2023), Blue Oak Charter School Inc reported a surplus of $96K, with revenue exceeding expenses. The organization holds $4.8M in liabilities against $5.5M in assets (debt-to-asset ratio: 86.9%), resulting in net assets of $719K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $4.4M $4.3M $5.5M $4.8M
2022 $4.2M $4.2M $1.1M $481K View 990
2021 $3.6M $3.6M $1.4M $772K View 990
2020 $3.6M $3.5M $1.3M $780K View 990
2019 $4.0M $4.0M $866K $338K View 990
2018 $3.7M $3.9M $982K $469K View 990
2017 $3.8M $4.1M $1.0M $369K View 990
2016 $4.2M $4.3M $1.1M $193K View 990
2015 $3.6M $3.9M $1.2M $171K View 990
2014 $3.3M $3.5M $1.5M $144K View 990
2013 $2.9M $3.0M $1.8M $300K View 990
2012 $2.8M $2.7M $1.8M $179K View 990
2011 $2.5M $2.1M $1.8M $309K View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for Blue Oak Charter School Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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