2026-03-05T12:31:07-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 474121914 SAGE OAK CHARTER SCHOOL SAGE 8884354445 1473 FORD STREET 105 REDLANDS CA 92373 TIM O'BRIEN CFO 8884354445 2026-03-05 1 1 MEI-LI HUANG P02383735 9099857286 2026-03-05 2024 2025-03-06 01:10:19Z TIM O'BRIEN 1473 FORD STREET 105 REDLANDS CA 92373 69124716 0 1 X WWW.SAGEOAK.EDUCATION X 2015 CA THE CHARTER SCHOOL OPERATES TUITION FREE WHERE TEACHERS AND PARENTS PARTNER TOGETHER. 5 3 467 0 0 0 57802597 68193132 0 0 349440 848110 228559 83474 58380596 69124716 0 0 0 0 37296347 46490822 0 0 0 15464074 21183765 52760421 67674587 5620175 1450129 34497956 37560642 9916871 11529428 24581085 26031214 X THE SCHOOL, IN COLLABORATION WITH PARENTS, TEACHERS, STUDENTS, AND THE SCHOOL'S LEADERSHIP TEAM, CULTIVATES LIFE LONG LEARNERS BY RECOGNIZING STUDENTS AND PARENTS' NEEDS FOR EDUCATIONAL OPTIONS. THE SCHOOL BALANCES FLEXIBILITY WITH ACCOUNTABILITY AND HIGH ACADEMIC EXCELLENCE FOR FAMILIES SEEKING A NON-TRADITIONAL, PERSONALIZED EDUCATIONAL EXPERIENCE. THE SCHOOL UNDERSTANDS THE NEED FOR PARTNERSHIP IN ORDER FOR STUDENTS TO ATTAIN THEIR PERSONAL ACADEMIC GOALS. 0 0 60450243 0 0 THE PROGRAM SUCCESSFULLY DELIVERS AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL, WITH ADA (AVERAGE DAILY ATTENDANCE) OF 4,856 ACROSS GRADES TK-12 ACROSS THREE CHARTER SCHOOLS. IT FOSTERS COLLABORATION BETWEEN PARENTS AND CERTIFICATED TEACHERS, ENABLING THE SELECTION OF A WIDE ARRAY OF EDUCATIONAL RESOURCES AND MATERIALS. THESE RESOURCES ARE CHOSEN FROM A LIST OF APPROVED CONTENT AND COMMUNITY PROVIDERS, TO PROVIDE A DIVERSE AND TAILORED EDUCATIONAL EXPERIENCE FOR EVERY STUDENT. 60450243 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 461 0 1 467 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X TIM OBRIEN 8884354445 1473 FORD ST SUITE 105 REDLANDS CA 92373 KRISTA WOODGRIFT SUPERINTD. OF SCHOOLS 40.00 X 251282 0 54955 KELLY PRINS SENIOR DIR. OF SP ED 40.00 X 220149 0 41010 ERIN BUNCH ASST SUPERINTD. OF ED SRVCS 40.00 X 203332 0 54186 CANDICE COFFEY ASST SUPERINTD. OF HR 40.00 X 200480 0 53783 LAWRENCE KING SENIOR DIR. OF OUTREACH AND DEV. 40.00 X 205532 0 46216 TIM O'BRIEN ASST SUPERINTD. OF BIZ SRVCS 40.00 X 211201 0 32434 LISA THOMPSON ASST SUPERINTD. OF OP. AND ACCT 40.00 X 203280 0 37788 HABIB TAHMAS SENIOR DIR. OF FISCAL SRVCS 40.00 X 181959 0 37297 DANIELLE RUIZ ASST DIR. OF SPECIAL ED 40.00 X 166459 0 49355 TRACI KING DIR. OF SECONDARY ED/PRINCIPAL 40.00 X 164500 0 49073 THERESA TEDESCO DIR. OF STUDENT SRVCS 40.00 X 151183 0 48041 CHELSEY ANEMA DIR. OF PRSNLZD LRNING/PRINCIPAL 40.00 X 150612 0 47121 WILLIAM HALL PRESIDENT 5.00 X X 14300 0 0 MICHAEL HUMPHREY VICE PRESIDENT 2.00 X X 8450 0 0 STEVE FRAIRE CLERK 5.00 X 14300 0 0 SUSAN HOULE DIRECTOR 2.00 X 8450 0 0 PETE MATZ DIRECTOR 2.00 X 8450 0 0 2363919 0 551259 26 0 1 0 AMAZON CAPITAL SERVICES PO BOX 035184 SEATTLE WA 981245184 INSTRUCTIONAL SUPPLIES 1805663 DATA IMPRESSIONS 17418 STUDEBAKER RD CERRITOS CA 90703 LAPTOPS 640903 BOOKSHARK 8022 SOUTH GRANT WAY LITTLETON CO 801222705 INSTRUCTIONAL CURRICULUM 537622 SINGAPORE MATH INC 19535 SW 129TH AVE TUALATIN OR 97062 INSTRUCTIONAL CURRICULUM 532498 RAINBOW RESOURCE CENTER 655 TOWNSHIP ROAD 500 E TOULON IL 61483 INSTRUCTIONAL CURRICULUM 515293 29 68174443 18689 2482 68193132 848110 848110 REFUND 900099 44944 44944 ACCOUNTING ADJUSTMENT 900099 24367 24367 14163 14163 83474 69124716 0 0 931584 X 1902500 1131036 771464 33808428 31838233 1970195 5054439 4927552 126887 4786175 4488153 298022 939280 784457 154823 1497267 1497267 319042 14750 304292 55511 55511 6887007 6748899 138108 94672 51748 42924 289831 190124 99707 1475355 1231572 243783 581121 207116 374005 325961 68005 257956 147667 147667 183963 183963 INSTRUCTIONAL MATERIALS 8553929 8368203 185726 PROF DEVELOPEMENT 288932 149768 139164 SERVICE FEES 214872 111379 103493 DUES & MEMBERSHIPS 147071 76234 70837 121564 63014 58550 67674587 60450243 7224344 0 12271762 5805202 14604666 19972512 6401428 7684617 504297 548814 695310 352826 155614 342484 560189 3207013 34497956 37560642 3253809 3273757 6102258 5061371 560804 3194300 9916871 11529428 X 24581085 26031214 24581085 26031214 34497956 37560642 1450129 0 X X 0 1 X 1 1 1 X 360774 348803 11971 207635 4023 203612 126901 126901 342484 RIGHT OF USE ASSET 3167013 SECURITY DEPOSIT 40000 3207013 OPERATING LEASE LIABILITY 3194300 3194300 X 69124716 0 69124716 0 69124716 67674587 0 67674587 0 67674587 PART X, LINE 2: THE SCHOOL IS A NONPROFIT CORPORATION 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 AND 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 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS. SCHEDULE E, PART I, LINE 4 THE SCHOOL DID NOT AWARD ANY SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE IN FY25. SCHEDULE E, PART I, LINE 6 THE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X 0 0 0 0 0 0 0 0 0 KRISTA WOODGRIFT SUPERINTD. OF SCHOOLS 251282 0 0 0 0 0 46957 0 7998 0 306237 0 0 0 KELLY PRINS SENIOR DIR. OF SP ED 220149 0 0 0 0 0 41010 0 0 0 261159 0 0 0 ERIN BUNCH ASST SUPERINTD. OF ED SRVCS 203332 0 0 0 0 0 38191 0 15995 0 257518 0 0 0 CANDICE COFFEY ASST SUPERINTD. OF HR 200480 0 0 0 0 0 37788 0 15995 0 254263 0 0 0 LAWRENCE KING SENIOR DIR. OF OUTREACH AND DEV. 205532 0 0 0 0 0 38218 0 7998 0 251748 0 0 0 TIM O'BRIEN ASST SUPERINTD. OF BIZ SRVCS 211201 0 0 0 0 0 21029 0 11405 0 243635 0 0 0 LISA THOMPSON ASST SUPERINTD. OF OP. AND ACCT 203280 0 0 0 0 0 37788 0 0 0 241068 0 0 0 HABIB TAHMAS SENIOR DIR. OF FISCAL SRVCS 181959 0 0 0 0 0 18697 0 18600 0 219256 0 0 0 DANIELLE RUIZ ASST DIR. OF SPECIAL ED 166459 0 0 0 0 0 30755 0 18600 0 215814 0 0 0 TRACI KING DIR. OF SECONDARY ED/PRINCIPAL 164500 0 0 0 0 0 30473 0 18600 0 213573 0 0 0 THERESA TEDESCO DIR. OF STUDENT SRVCS 151183 0 0 0 0 0 29441 0 18600 0 199224 0 0 0 CHELSEY ANEMA DIR. OF PRSNLZD LRNING/PRINCIPAL 150612 0 0 0 0 0 28521 0 18600 0 197733 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT CAN ACT ON BEHALF OF THE 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 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 CEO/SUPERINTENDENT. 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 15 THE CEO/SUPERINTENDENT'S PAY IS DETERMINED BASED ON DATA OBTAINED THROUGH COMPARISON STUDIES OF SIMILAR SIZED ORGANIZATIONS AND OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEO'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA OBTAINED THROUGH COMPARISON STUDIES OF SIMILAR SIZED ORGANIZATIONS AND OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEOS COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 IX, LINE 11G SPED CONSULTANTS AND VENDORS SUBAGREEMENTS FOR SERVICE: PROGRAM SERVICE EXPENSES 352,949. MANAGEMENT AND GENERAL EXPENSES 7,223. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360,172. PROFESSIONAL SERVICES - NON-INSTRUCTIONAL: PROGRAM SERVICE EXPENSES 93,202. MANAGEMENT AND GENERAL EXPENSES 1,907. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,109. STUDENT SERVICES FEE: PROGRAM SERVICE EXPENSES 8,352. MANAGEMENT AND GENERAL EXPENSES 171. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,523. INSTRUCTIONAL FUNDS - SERVICES: PROGRAM SERVICE EXPENSES 6,199,218. MANAGEMENT AND GENERAL EXPENSES 126,859. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,326,077. OTHER CONSULTANT AND SERVICES: PROGRAM SERVICE EXPENSES 95,178. MANAGEMENT AND GENERAL EXPENSES 1,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,126. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.