In an atmosphere of mutual respect and responsibility, the Oaks School prepares students to meet the world with the combined wisdom of an intelligent mind, a skilled hand, and a compassionate heart.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$684K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $459K a year · 9% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$684K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $1.2M in investments, Pt X · Ln 11–13
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $168K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.2M
76% of total assets
Worth a look: liabilities are 76% of assets; over 65%.
Pt X · Ln 26
Independent board members
11
of 16 voting members
Looks good: 11 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.6M
-13% vs prior year
Spent
$5.1M
To programs
84%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$4.6M
FY2021▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.2M
FY2021$4.6M
FY2022$4.9M
FY2023$4.2M
FY2024$5.2M
FY2025$5.8M
Expenses
$5.1M
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.2M
FY2021$5.1M
FY2022$5.1M
FY2023$5.2M
FY2024$5.9M
FY2025$6.2M
Net assets
$1.0M
FY2021▼ -26%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.0M
FY2022$676K
FY2023−$300K
FY2024−$877K
FY2025−$1.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $4.3M Management & general 15% · $765K Fundraising 1% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

19 people listed on the 990; $684K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Head of School
$333,391Pt VII · Sec A
Assistant Head of School
$139,212Pt VII · Sec A
Director of Finance and Operations
$121,287Pt VII · Sec A
Faculty/Trustee
$90,339Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Theodore W Hamory’s $371K as Head of School is at the 98th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Theodore W Hamory$370,671$385,161————
Theodore Hamory——$366,977$353,888$333,391—
Theodore Harmory—————$329,811
Patricia Garcia Word$169,295$170,002—$145,906$139,212—
Patricia Garcia-Wood——$151,878———
Patty Garcia-Word—————$136,221
Jacquelyn Ayears—$135,792————
Elizabeth Cunningham$133,001$110,137————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Oaks School executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Equips students with knowledge, skills, and compassion for global challenges.

Questions for The Oaks School

Tap to ask. The Oaks School sees how many people are interested.

Your first name shows with your question. The Oaks School answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $4.3M · in their own filed words · FY2020
01

The oaks school provides quality private education, kindergarten through sixth grade, for approximately 116 STUDENTS.THE school's philosophy is founded on the belief that best learning opportunities are created when children are able to share in the responsibility for their own education, and where they feel safe to take risks, make…

$4.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 6 grants · $4.0M · 2019–2024
Unitemized GrantFY2024$1,066,675
Unitemized GrantFY2023$799,867
Unitemized GrantFY2022$532,159
Unitemized GrantFY2021$490,356
Unitemized GrantFY2020$533,093
Unitemized GrantFY2019$610,615

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.6M
Ln 12
Fees for servicesLn 2g$4.1M
Gifts and grantsLn 1h$412K
Other incomeLn 4–11$41K
Money outPt IX
$5.1M
Ln 25
Programscol B$4.3M
Managementcol C$765K
Fundraisingcol D$55K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$599K
Total assetsLn 16$4.3M
LiabilitiesLn 26$3.2M
PeoplePt VI, VII
19
listed · VII A
PaidVII A4
Voting boardVI 1a16
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$412K
Noncash giftsLn 1g$7K
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$39K
Other incomeLn 4–11$41K
Total revenueLn 12$4.6M
Assets in detailPt X, end of year
CashLn 1$551K
SavingsLn 2$48K
Cash and savings togetherLn 1–2$599K
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$0
Total assetsLn 16$4.3M
LiabilitiesLn 26$3.2M
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 531
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$586K$599K
InvestmentsLn 11–13$1.0M$1.2M
Land, buildings, equipmentLn 10c$2.5M$2.3M
Total assetsLn 16$4.3M$4.3M
LiabilitiesLn 26$3.0M$3.2M
Net assetsLn 32$1.4M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$533K$533K
Pay of current officers, directors and key staffLn 5$699K$430K$226K$44K
Other salaries and wagesLn 7$1.8M$1.6M$140K$359
Pension plan contributionsLn 8$88K$59K$27K$2K
Other employee benefitsLn 9$205K$177K$27K$694
Payroll taxesLn 10$160K$137K$21K$2K
Legal feesLn 11b$13K$13K
Accounting feesLn 11c$40K$40K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$40K$38K$2K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$22K$5K$17K$90
Information technologyLn 14$75K$62K$13K$421
OccupancyLn 16$691K$635K$56K
Conferences, conventions and meetingsLn 19$8K$4K$4K
InterestLn 20$15K$7K$7K
Depreciation, depletion and amortizationLn 22$271K$244K$27K
InsuranceLn 23$71K$57K$14K
Other expenses (24a–d)Ln 24$242K$222K$20K
All other expensesLn 24e$156K$48K$102K$6K
Total functional expensesLn 25$5.1M$4.3M$765K$55K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.8M$6.2M−$437K−$1.2M 990 PDF
FY2024 $5.2M$5.9M−$631K−$877K 990 PDF
FY2023 $4.2M$5.2M−$1.0M−$300K 990 PDF
FY2022 $4.9M$5.1M−$187K$676K 990 PDF
FY2021 Viewing $4.6M$5.1M−$533K$1.0M 990 PDF
FY2020 $5.2M$5.2M$54K$1.4M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,589,789 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $433,919$412,117
I-9 Program service revenuePrior year $4,756,103$4,097,944
I-10 Investment incomePrior year $41,255$39,182
I-11 Other revenuePrior year $14,418$40,546
I-12 Total revenuePrior year $5,245,695$4,589,789
I-13 Grants and similar amounts paidPrior year $610,615$533,093
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,007,145$2,935,542
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,574,154$1,654,339
I-18 Total expensesPrior year $5,191,914$5,122,974
I-19 Revenue less expensesPrior year $53,781−$533,185
Part VI · Governance 11 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,589,789 across 8 lines filed
VIII-1f All other contributions, gifts and grants$412,117
VIII-1g Noncash contributions (included above)$7,134
VIII-1h Total contributions, gifts and grants$412,117
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,097,944$4,097,944
VIII-3 Investment incomeExcluded from tax $39,182$39,182
VIII-8 Net income from fundraising eventsExcluded from tax $18,877$18,877
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $21,669$21,669
VIII-12 Total revenueRelated to mission $4,097,944 · Unrelated business $0 · Excluded from tax $79,728$4,589,789
Part IX · Statement of functional expenses $5,122,974 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $533,093$533,093
IX-5 Pay of current officers, directors and key staffPrograms $430,027 · Management $225,694 · Fundraising $43,567$699,288
IX-7 Other salaries and wagesPrograms $1,643,177 · Management $139,675 · Fundraising $359$1,783,211
IX-8 Pension plan contributionsPrograms $58,744 · Management $26,735 · Fundraising $2,360$87,839
IX-9 Other employee benefitsPrograms $177,444 · Management $26,787 · Fundraising $694$204,925
IX-10 Payroll taxesPrograms $136,908 · Management $21,063 · Fundraising $2,308$160,279
IX-11b Legal feesManagement $12,588$12,588
IX-11c Accounting feesManagement $40,396$40,396
IX-11f Investment management feesManagement $3,628$3,628
IX-11g Other fees for servicesPrograms $38,308 · Management $1,783$40,091
IX-12 Advertising and promotionManagement $7,260$7,260
IX-13 Office expensesPrograms $4,821 · Management $16,755 · Fundraising $90$21,666
IX-14 Information technologyPrograms $62,171 · Management $12,751 · Fundraising $421$75,343
IX-16 OccupancyPrograms $634,545 · Management $56,184$690,729
IX-19 Conferences, conventions and meetingsPrograms $4,241 · Management $3,700$7,941
IX-20 InterestPrograms $7,092 · Management $7,495$14,587
IX-22 Depreciation, depletion and amortizationPrograms $244,243 · Management $26,608$270,851
IX-23 InsurancePrograms $57,176 · Management $14,295$71,471
IX-24 Other expenses (24a–d)Programs $222,445 · Management $19,786$242,231
IX-24e All other expensesPrograms $48,359 · Management $101,580 · Fundraising $5,618$155,557
IX-25 Total functional expensesPrograms $4,302,794 · Management $764,763 · Fundraising $55,417$5,122,974
Part X · Balance sheet $4,261,029 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $531,458$551,357
X-2 Savings and temporary cash investmentsStart of year $55,042$47,761
X-4 Accounts receivableStart of year $95,999$41,476
X-9 Prepaid expenses and deferred chargesStart of year $105,983$89,349
X-10c Land, buildings and equipment, netStart of year $2,526,108$2,317,239
X-11 Publicly traded securitiesStart of year $1,011,521$1,213,847
X-15 Other assetsStart of year $16,871$0
X-16 Total assetsStart of year $4,342,982$4,261,029
X-17 Accounts payable and accrued expensesStart of year $406,376$438,062
X-19 Deferred revenueStart of year $656,473$348,689
X-24 Unsecured notes and loans payableStart of year $617,077$902,469
X-25 Other liabilitiesStart of year $936,162$1,040,901
X-26 Total liabilitiesStart of year $2,966,521$3,242,780
X-27 Net assets without donor restrictionsStart of year $1,246,025$863,055
X-28 Net assets with donor restrictionsStart of year $130,436$155,194
X-32 Total net assets or fund balancesStart of year $1,376,461$1,018,249
X-33 Total liabilities and net assetsStart of year $4,342,982$4,261,029
Part XI · Reconciliation of net assets $1,018,249 net assets at year end
XI-1 Total revenue$4,589,789
XI-2 Total expenses$5,122,974
XI-3 Revenue less expenses−$533,185
XI-4 Net assets at start of year$1,376,461
XI-5 Net unrealized gains (losses) on investments$174,973
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,018,249

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.