Nonprofit · EIN 56-2290850
VALLEY OAK CHARTER
Tax-exempt · OJAI, CA 93023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,010,939 | $1,186,009 | -$175,070 | $1,746,115 | $973,624 | $772,491 |
| June 30, 2024 | 990 | $692,691 | $791,366 | -$98,675 | $1,858,736 | $911,175 | $947,561 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $974,094
- of which government grants
- $966,727
- Program service revenue
- $13,180
- Investment income
- $19,922
- Other revenue
- $3,743
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $137,891
- Other salaries and wages
- $411,288
- Salaries, compensation and benefits (total)
- $617,648
- Professional fundraising fees
- $0
- Occupancy
- $104,202
- Depreciation
- $29,650
- Program services (functional)
- $664,886
- Management and general (functional)
- $521,123
Balance sheet and other
- Total assets, start of year
- $1,858,736
- Total assets, end of year
- $1,746,115
- Total liabilities, end of year
- $973,624
- Net assets, end of year
- $772,491
- Land, buildings and equipment
- $1,263,294
- Net assets without donor restrictions
- $720,733
- Net assets with donor restrictions
- $51,758
- Gross receipts
- $1,010,939
- Employees
- 24
- Volunteers
- 9
- Year formed
- 2003
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHAWNA GARRITSON | EXECUTIVE DIRECTOR Officer | 40 | $100,747 | $30,755 |
| JACLYN WALKER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CATHI NYE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA MUTH | PARENT REPRESENTATIVE Trustee or director | 1 | $0 | $0 |
| BRICE PACE | COMMUNITY REPRESENTATIVE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELA SHWAM | DIRECTOR/VALLEY OAK TEACHER Trustee or director | 1 | $35,692 | $8,014 |
| SHAWNA GARRITSON | EXECUTIVE DIRECTOR Officer | 40 | $38,206 | $0 |
| JACLYN WALKER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| LAURA FULMER | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA MUTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE SPIVA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRICE PACE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTHA FELLOWS | DIRECTOR (TERM 7/23-01/24) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 907 EL CENTRO ST, OJAI, CA 93023-3531
- In care of
- % LAURA FULMER
- Principal officer (990 for 2024)
- SHAWNA GARRITSON, 907 EL CENTRO ST, OJAI, CA 93023
- Signed the 990
- SHAWNA GARRITSON, EXECUTIVE DIRECTOR
- Phone
- (805) 640-4421
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
VALLEY OAK CHARTER IS DEDICATED TO SUPPORTING AND EMPOWERING HOMESCHOOLED STUDENTS AND THEIR FAMILIES AS THEY TAKE AN ACTIVE ROLE IN DESIGNING AND IMPLEMENTING AN EDUCATIONAL PROGRAM THAT ADDRESSES STATE STANDARDS WHILE IGNITING A PASSION FOR LEARNING.
Program accomplishments
- VALLEY OAK CHARTER IS A TUITION FREE PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES TK-12. OUR CREDENTIALED TEACHERS OVERSEE THE INDEPENDENT STUDY PROGRAMS OF ENROLLED STUDENTS, WHILE PROVIDING SUPPORT TO PARENTS IN THE AREAS OF CURRICULUM IMPLEMENTATION AND BEST PRACTICES IN INSTRUCTION. AS THE AUTHORIZING DISTRICT, THE OJAI UNIFIED SCHOOL DISTRICT PROVIDES OVERSIGHT OF THE CHARTER SCHOOL OPERATIONS AND THE VALLEY OAK CHARTER BOARD OF DIRECTORS IS RESPONSIBLE FOR THE ACADEMIC AND FINANCIAL SUCCESS OF THE SCHOOL. FOR THE 24-25 FY, THE SCHOOL SERVED AN AVERAGE OF 74 STUDENTS FOR THE YEAR.Expenses $664,886 · revenue $13,180
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2290850
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $1,746,115
- Income (IRS master file)
- $1,010,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $733,352 | $688,309 | $1,944,537 | IRS |
| 990 | June 2022 | $614,676 | $722,603 | $1,878,942 | IRS |
| 990 | June 2021 | $807,278 | $733,742 | $1,973,545 | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about VALLEY OAK CHARTER
- What is the EIN of VALLEY OAK CHARTER?
- The employer identification number (EIN) of VALLEY OAK CHARTER is 56-2290850.
- Is VALLEY OAK CHARTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to VALLEY OAK CHARTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VALLEY OAK CHARTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VALLEY OAK CHARTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALLEY OAK CHARTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VALLEY OAK CHARTER?
- The 990 for the year ended June 30, 2025 names SHAWNA GARRITSON.
- Who are the officers and directors of VALLEY OAK CHARTER?
- The 990 for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $100,747 (SHAWNA GARRITSON, EXECUTIVE DIRECTOR).
- How much revenue does VALLEY OAK CHARTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,010,939, expenses of $1,186,009 and total assets of $1,746,115 at year end.
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