Nonprofit · EIN 68-0469314
LIVE OAK CHARTER SCHOOL
Tax-exempt · PETALUMA, CA 94953
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,400,164 | $3,778,610 | -$378,446 | $1,121,318 | $669,346 | $451,972 |
| June 30, 2024 | 990 | $3,289,752 | $3,591,060 | -$301,308 | $1,818,116 | $987,698 | $830,418 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,226,283
- of which government grants
- $3,205,575
- Program service revenue
- $136,183
- Investment income
- $37,698
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $402,778
- Other salaries and wages
- $1,757,949
- Salaries, compensation and benefits (total)
- $2,862,268
- Professional fundraising fees
- $0
- Legal fees
- $14,863
- Accounting fees
- $23,186
- Occupancy
- $173,584
- Depreciation
- $2,883
- Program services (functional)
- $2,811,786
- Management and general (functional)
- $966,824
Balance sheet and other
- Total assets, start of year
- $1,818,116
- Total assets, end of year
- $1,121,318
- Total liabilities, end of year
- $669,346
- Net assets, end of year
- $451,972
- Net assets without donor restrictions
- $451,972
- Gross receipts
- $3,400,164
- Employees
- 59
- Volunteers
- 150
- Year formed
- 2001
- 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 |
|---|---|---|---|---|
| John Azzizzi | Consortium Director / Finance Manager Key employee | 50 | $139,244 | $63,554 |
| Linda Delgado | Executive Director Officer, Key employee, Highest-paid employee | 50 | $147,805 | $46,068 |
| Kristin Walter | Chair Trustee or director, Officer | 10 | $0 | $0 |
| Robert Bunce | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| Samantha Sheppard | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Kristina Tank-Crestetto | Member Trustee or director | 5 | $0 | $0 |
| Steve Bleasdall | Member Trustee or director | 5 | $0 | $0 |
| Nick Russinko | Member Trustee or director | 5 | $0 | $0 |
| Byron Palmer | Member Trustee or director | 5 | $0 | $0 |
| Valerie Miller | Member Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John Azzizzi | Consortium Director / Finance Manager Key employee | 50 | $132,988 | $58,722 |
| Linda Delgado - 2023 W2 half year | Executive Director Officer, Key employee, Highest-paid employee | 50 | $67,473 | $16,983 |
| Stacy Ito | Chair Trustee or director, Officer | 5 | $0 | $0 |
| Robert Bunce | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Samantha Sheppard | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Jessica Umphress | Member Trustee or director | 5 | $0 | $0 |
| Justin Lipp | Member Trustee or director | 5 | $0 | $0 |
| Kristina Tank-Crestetto | Member Trustee or director | 5 | $0 | $0 |
| Kristen Walter | Member Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 818, PETALUMA, CA 94953-0818
- Principal officer (990 for 2024)
- Kristin Walter, PO Box 818, Petaluma, CA 94953
- Signed the 990
- John Azzizzi, CFO
- Phone
- (707) 762-9020
Mission
The mission of the organization is to provide public school students of southern Sonoma County with a K-8 whole- child Public Waldorf educational program. The organization embraces a developmental approach to learning that strives to bring forth from each child his or her innate capacities through an age-appropriate curriculum. The organization seeks to educate the whole child head, hands and heart through education that cultivates and integrates each child's creative, intellectual, emotional, physical, and social capacities. The organization offers an artistically rich and experientially-based program that enlivens student curiosity about the natural world and human culture as the foundation for fostering academic achievement.
Program accomplishments
- OPERATION OF A CA K-8 SCHOOL GUIDED BY THE CORE PRINCIPLES OF PUBLIC WALDORF EDUCATION.Expenses $2,811,786 · revenue $136,183
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
- 68-0469314
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $1,121,318
- Income (IRS master file)
- $3,400,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,553,135 | $3,527,724 | $1,591,253 | IRS |
| 990 | June 2022 | $3,463,383 | $3,160,718 | $1,497,312 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 LIVE OAK CHARTER SCHOOL
- What is the EIN of LIVE OAK CHARTER SCHOOL?
- The employer identification number (EIN) of LIVE OAK CHARTER SCHOOL is 68-0469314.
- Is LIVE OAK CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LIVE OAK CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK CHARTER SCHOOL 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 LIVE OAK CHARTER SCHOOL 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 LIVE OAK CHARTER SCHOOL 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 LIVE OAK CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names Kristin Walter.
- Who are the officers and directors of LIVE OAK CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $139,244 (John Azzizzi, Consortium Director / Finance Manager).
- How much revenue does LIVE OAK CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,400,164, expenses of $3,778,610 and total assets of $1,121,318 at year end.
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