2026-03-26T08:30:39-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 272838886 RIVER OAKS ACADEMY RIVE 8057777999 920 HAMPSHIRE RD WESTLAKE VILLAGE CA 91361 MARIA MONTAGNE EXECUTIVE DIRECTOR 8057777999 2026-03-25 1 1 CASIE ZWAHLEN CPA P02291311 9099857286 2026-03-25 2024 2025-03-06 01:10:19Z MARIA MONTAGNE 920 HAMPSHIRE RD WESTLAKE VILLAGE CA 91361 5787832 0 X RIVEROAKSCHARTER.COM X 2010 CA OPERATE A CALIFORNIA CHARTER SCHOOL. 5 5 62 6 0 0 6127596 5138700 0 0 65293 85654 20414 563478 6213303 5787832 0 0 0 0 3617022 3729466 0 0 0 1792795 1476288 5409817 5205754 803486 582078 3636913 3719953 1912143 1413105 1724770 2306848 X THE MISSION OF THE RIVER OAKS ACADEMY, AN INDEPENDENT STUDY CHARTER SCHOOL, IS TO HELP CHILDREN FIND THEIR INDIVIDUAL INTEREST, GIFTS, AND TALENTS. TO THAT END, RIVER OAKS ACADEMY PROVIDES ITS STUDENTS WITH A WIDE ARRAY OF WORKSHOP CLASSES DESIGNED TO INTRODUCE NEW SKILLS AND EXPERIENCES, IN ADDITION TO SUPPORTING ACADEMIC ENDEAVORS. 0 0 3649772 0 0 RIVER OAKS ACADEMY IS A PUBLIC SCHOOL WITH GRADES FROM KINDERGARTEN TO 12TH GRADE. THE SCHOOL SERVED ON AVERAGE 363 STUDENTS BASED ON ADA. RIVER OAKS ACADEMY IS FOUNDED ON THE BELIEF THAT ALL CHILDREN ARE BORN WITH THE CAPACITY FOR BRILLIANCE. OUR MISSION IS TO HELP CHILDREN FIND, NURTURE, AND SUSTAIN THE PASSION THAT WILL LEAD TO THEIR INDIVIDUAL FORMS OF BRILLIANCE. TO THIS END, WE OFFER A NON-TRADITIONAL K-12 INDEPENDENT STUDY PROGRAM OF INDIVIDUALLY DESIGNED CURRICULUM AND DIRECTION. 3649772 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 51 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X MARIA MONTAGNE 8057777999 920 HAMPSHIRE RD STE X WESTLAKE VILLAGE CA 91361 MARIA MONTAGNE EXECUTIVE DIRECTOR 40.00 X 159797 0 49772 CLAUDIA WEINTRAUB DIRECTOR EMERITUS 24.00 X 228689 0 125995 TERRI CHILDS CHAIMAN 1.00 X X 0 0 0 JENNIFER BERRYHILL SECRETARY (START 8/24) 1.00 X X 0 0 0 RICHARD INTELKOFER TREASURER (START 8/24) 1.00 X X 0 0 0 KIMBERLY PEROSIO PARLIAMENTARIAN 1.00 X X 0 0 0 BRITTANY SLAVIN SECRETARY (UNTIL 8/24) 1.00 X X 0 0 0 JEFF CORBER DIRECTOR (START 8/24) 1.00 X 0 0 0 388486 0 175767 2 0 1 0 VENTURA COUNTY SCHOOLS BUSINESS SERVICES 5100 ADOLFO ROAD STE BSA CAMARILLO CA 93012 BACK OFFICE SERVICES 231723 1 5138700 5138700 85654 85654 CONTINGENT LOSS RECOVE 900099 535626 535626 OTHER LOCAL REVENUE 611110 27852 27852 563478 5787832 0 0 649132 520146 520146 2510735 2308697 202038 395458 353765 41693 247891 222577 25314 55236 41614 13622 231723 231723 11483 11483 13899 13899 423663 384205 39458 302141 13978 288163 46948 26495 20453 11100 11100 56149 31689 24460 ENRICHMENT PROGRAMS 234914 132578 102336 BOOKS AND SUPPLIES 121393 121263 130 COMMUNICATIONS 16372 9240 7132 DUES & SUBSCRIPTIONS 6503 3671 2832 5205754 3649772 1555982 0 100 100 1986042 2191039 322341 406823 54648 46323 123858 161379 255664 65042 183152 190622 966772 723667 3636913 3719953 874129 641388 41092 14261 996922 757456 1912143 1413105 X 1378517 1989297 346253 317551 1724770 2306848 3636913 3719953 582078 0 X X 0 1 X 1 0 X 232491 41869 190622 23173 23173 0 190622 OPERATING RIGHT-OF-USE ASSET 723667 723667 LEASE LIABILITY 757456 757456 X 5787832 0 5787832 0 5787832 5205754 0 5205754 0 5205754 PART X, LINE 2: THE SCHOOL IS A NONPROFIT ENTITY 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 AN 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 RIVER OAKS ACADEMY CHARTER SCHOOL'S ADMISSION AND ENROLLMENT POLICY STATES THAT "THE SCHOOL WILL NOT CHARGE TUITION AND THE SCHOOL WILL NOT DISCRIMINATE IN ADMISSIONS OR OUTREACH AGAINST ANY PUPIL ON THE BASIS OF ETHNICITY, NATIONAL ORIGIN, GENDER, DISABILITY OR ANY OTHER LEGALLY PROTECTED CATEGORY." SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT PROVIDE ANY SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, THE SCHOOL IS ELIGIBLE FOR LOCAL, STATE, AND FEDERAL PROGRAMS AND CALIFORNIA LOTTERY FUNDS. SCH E, PART I-PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION "THE PROGRAM IS ADVERTISED AS OPEN ADMISSION TO ALL STUDENTS GRADES K-12. ADDITIONALLY, THE SCHOOL DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY AND CURRENTLY ENROLLS STUDENTS FROM VARIOUS RACIAL MINORITY GROUPS." X X X 0 0 0 0 0 0 0 0 0 MARIA MONTAGNE EXECUTIVE DIRECTOR 141035 0 18762 0 0 0 20084 0 29688 0 209569 0 0 0 CLAUDIA WEINTRAUB DIRECTOR EMERITUS 209848 0 18841 0 0 0 83698 0 42297 0 354684 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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. AFTER THE 990 HAS BEEN SUBMITTED, THE BOARD WILL RATIFY THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A HUMAN RESOURCES PERFORMS MARKET RESEARCH BASED ON INDUSTRY AND SIZE WHEN DETERMINING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE COMPENSATION AMOUNTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.