2026-02-17T09:24:47-08:00 2025-06-30 LOS ANGELES COUNTY FIRE 710996103 Hoover Financial Consulting Inc 5877 Pine Ave Ste 200 Chino Hills CA 91709 990 2024-07-01 954766819 OAK KNOLL MONTESSORI SCHOOL OAKK 6263459929 1200 N LAKE AVE PASADENA CA 91104 GABRIELLA AKANA President 2026-02-17 true true Adam W Hoover P00627323 9092873458 2024 2025-03-06 01:10:19Z GABRIELLA AKANA 1200 N LAKE AVE PASADENA CA 91104 3939389 false X www.oakknollmontessorischool.org X 1999 CA TO EDUCATE CHILDREN USING THE MONTESSORI METHOD OF LEARNING, TO INFORM FAMILIES ABOUT THE METHOD, AND TO INCREASE ACCESS TO MONTESSORI EDUCATION. 8 8 36 20 0 209848 2249276 2682311 32049 -135149 104344 1019548 2385669 3776558 0 0 1659411 1845104 0 9824 947060 1367413 2606471 3212517 -220802 564041 720221 1358940 394810 469484 325411 889456 TO EDUCATE CHILDREN USING THE MONTESSORI METHOD OF LEARNING, TO INFORM FAMILIES ABOUT THE METHOD, AND TO INCREASE ACCESS TO MONTESSORI EDUCATION. false false 2817680 THROUGH ITS NORMAL OPERATIONS THE SCHOOL WAS SUCCESSFUL IN EDUCATING CHILDREN USING THE MONTESSORI METHOD OF LEARNING, INFORMING FAMILIES ABOUT THE METHOD, AND INCREASING ACCESS TO MONTESSORI EDUCATION. 2817680 true true false false false false false false false false true false false false true false false false true false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 24 0 true 36 true false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true false true true false X X SOPHIA CHAN 6263459929 1200 N LAKE AVE PASADENA CA 91104 X ALLWYN FITZPATRICK HEAD OF SCHOOL 40.00 0.00 196484 0 0 GABRIELLA AKANA President 1.00 0.00 X X 0 0 0 MICHELLE HIBBS Vice President 1.00 0.00 X X 0 0 0 JINA CHOI Treasurer 3.00 0.00 X 0 0 0 RUPERT GRANT Trustee 1.00 0.00 X 0 0 0 MIKE OSTROSKI Trustee 1.00 0.00 X 0 0 0 CHRISTOPER STILL Trustee 1.00 0.00 X 0 0 0 MOLLY YURCHAK Secretary 1.00 0.00 X 0 0 0 WENDY M ANDERSON Trustee 1.00 0.00 X 0 0 0 196484 1 false true false 0 35000 174848 209848 SCHOOL TUITION 611600 2682311 2682311 2682311 9862 9862 0 0 0 145011 -145011 -145011 -145011 67684 17820 49864 0 0 FIRE INSURANCE PROCEEDS 969684 969684 969684 3776558 3516846 X 0 0 0 0 196484 68769 117891 9824 0 1415437 1344665 70772 0 103333 98166 5167 129850 123358 6492 0 20151 20151 14885 14885 0 0 0 39045 3069 35976 0 15810 15810 0 0 414401 393681 20720 7599 7219 380 0 23402 23402 2307 2192 115 0 18655 17722 933 16465 15642 823 CLASSROOM SUPPLIES 165424 165424 PROGRAM EXPENSES 114134 114134 REPAIRS AND MAINTENANCE 73210 69550 3660 JANITORIAL SERVICES 66195 62885 3310 375730 307802 67928 3212517 2817680 385013 9824 320127 99431 0 0 29734 79524 0 0 46 0 0 0 1391777 251277 344293 1140500 2081 2085 0 0 0 23940 37400 720221 1358940 16393 -30533 348116 381184 100849 30301 17984 394810 469484 X 325411 889456 325411 889456 720221 1358940 564041 4 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1110573 58043 1052530 21020 10262 10758 260184 182972 77212 1140500 CREDIT CARD PAYABLE 17983 Rounding 1 17984 true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE NON-DISCRIMINATORY POLICY IS PRINTED IN THE SCHOOL'S FAMILY HANDBOOK. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false ANNUAL GIVING 51615 51615 3725 OKFA 10051 10051 8693 61666 61666 12418 12418 49248 true X false false false false false false false false false ALLWYN FITZPATRICK HEAD OF SCHOOL 178688 17796 196484 Form 990, Part VI, Section B, Line 11b WILL BE REVIEWED BY BOARD OF DIRECTORS BEFORE IT IS FILED. Form 990, Part VI, Section B, Line 12c The OKMS Board of Trustees has a Conflict of Interest Policy to ensure that board actions are free from any actual or appearance of conflict of interest. Each Trustee and key employees of OKMS sign off on compliance with this policy annually. Following disclosure to the President of the Board or the Chair of the Audit and Compliance Committee, the Board shall determine whether an actual conflict of interest exists and, if so, how best to protect the interests of OKMS. A Trustee who is involved in a potential conflict of interest is not allowed to vote on any matters related with the conflict of interest. Form 990, Part VI, Section B, Line 15a The CEO/Head of Schools compensation is reviewed and authorized annually by the Board of Trustees, which includes comparison to peer schools and other relevant performance factors. The CEO/Head of School has a written contract. Form 990, Part VI, Section B, Line 15b Other officers of OKMS are not compensated. The compensation of any other key employees would be determined annually by the CEO/Head of School and reviewed by the Board of Trustees. This review would consider comparison to peer schools and other relevant performance factors. Form 990, Part VI, Section C, Line 19 WILL BE AVAILABLE UPON REQUEST Form 990, Part IX, Line 24e AMI EXPENSES: Column (A) - Total = $4991; Column (B) - Program Services = $4741; Column (C) - Management & General = $250; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e AUTO EXPENSES: Column (A) - Total = $34615; Column (B) - Program Services = $34615; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e BOARD EXPENSES: Column (A) - Total = $3889; Column (B) - Program Services = $0; Column (C) - Management & General = $3889; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e COMMUNICATION: Column (A) - Total = $2000; Column (B) - Program Services = $1900; Column (C) - Management & General = $100; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e DUES & SUBSCRIPTIONS: Column (A) - Total = $1771; Column (B) - Program Services = $1682; Column (C) - Management & General = $89; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e EQUIPMENT RENTAL: Column (A) - Total = $17756; Column (B) - Program Services = $16868; Column (C) - Management & General = $888; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e FACILITY EXPENSES: Column (A) - Total = $1513; Column (B) - Program Services = $1437; Column (C) - Management & General = $76; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e FOOD AND BEVERAGES: Column (A) - Total = $50850; Column (B) - Program Services = $50850; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e LANDSCAPING: Column (A) - Total = $26756; Column (B) - Program Services = $25418; Column (C) - Management & General = $1338; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e MARKETING AND PUBLICITY: Column (A) - Total = $20284; Column (B) - Program Services = $0; Column (C) - Management & General = $20284; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e MEALS : Column (A) - Total = $633; Column (B) - Program Services = $601; Column (C) - Management & General = $32; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e MISCELLANEOUS: Column (A) - Total = $14004; Column (B) - Program Services = $13304; Column (C) - Management & General = $700; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e OTHER EXPENSES: Column (A) - Total = $45102; Column (B) - Program Services = $42847; Column (C) - Management & General = $2255; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e OTHER SUPPLIES: Column (A) - Total = $14290; Column (B) - Program Services = $14290; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PAYROLL SERVICE: Column (A) - Total = $2485; Column (B) - Program Services = $2361; Column (C) - Management & General = $124; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PHONE, INTERNET AND TECHNOLOGY: Column (A) - Total = $33328; Column (B) - Program Services = $0; Column (C) - Management & General = $33328; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PROPERTY TAXES: Column (A) - Total = $4412; Column (B) - Program Services = $4191; Column (C) - Management & General = $221; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e RECRUITING: Column (A) - Total = $4681; Column (B) - Program Services = $4447; Column (C) - Management & General = $234; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e RETIREMENT PLAN ADMINISTRATION: Column (A) - Total = $188; Column (B) - Program Services = $179; Column (C) - Management & General = $9; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e SCHOOL OPENING EXPENSES: Column (A) - Total = $9956; Column (B) - Program Services = $9956; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e SECURITY: Column (A) - Total = $2092; Column (B) - Program Services = $1987; Column (C) - Management & General = $105; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e SUPPLIES: Column (A) - Total = $16068; Column (B) - Program Services = $15265; Column (C) - Management & General = $803; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TECHNOLOGY: Column (A) - Total = $6061; Column (B) - Program Services = $5758; Column (C) - Management & General = $303; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e UTILITIES: Column (A) - Total = $34965; Column (B) - Program Services = $33217; Column (C) - Management & General = $1748; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e VIDEO PRODUCTION: Column (A) - Total = $4500; Column (B) - Program Services = $4275; Column (C) - Management & General = $225; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e WORKERS COMPENSATION: Column (A) - Total = $18540; Column (B) - Program Services = $17613; Column (C) - Management & General = $927; Column (D) - Fundraising = $0