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Live Oak Charter School

  • Petaluma, CA
  • Tax-exempt since Jan. 2002
  • EIN: 68-0469314

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (B29) (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$3.55M (2023)

Expenses
$3.53M (2023)

Total Assets
$1.59M (2023)

Total Liabilities
$460k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,553,135
Expenses
$3,527,724
Net Income
$25,411
Net Assets
$1,131,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,298,732
92.8%
Program Services $233,980
6.6%
Investment Income $20,423
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $344,229
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,727,933
49.0%
Assets/Debt
Total Assets $1,591,253
Total Liabilities $459,527
Net Assets $1,131,726
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
John Azzizzi (Consortium Director / Finance Manager) $122,646 $0 $51,769
Justin Tomola (Executive Director) $122,227 $0 $42,301
Jessica Umphress (Chair) $0 $0 $0
Robert Bunce (Treasurer) $0 $0 $0
Samantha Sheppard (Secretary) $0 $0 $0
Stacy Ito (Member) $0 $0 $0
Chris Fox (Member) $0 $0 $0
Kristen Walter (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on April 18, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,463,383
Expenses
$3,160,718
Net Income
$302,665
Net Assets
$1,106,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,249,789
93.8%
Program Services $205,974
5.9%
Investment Income $7,620
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $315,397
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,487,442
47.1%
Assets/Debt
Total Assets $1,497,312
Total Liabilities $390,997
Net Assets $1,106,315
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Justin Tomola (Executive Director) $112,031 $0 $38,025
John Azzizzi (Consortium Director / Finance Manager) $111,290 $0 $45,750
Jessica Umphress (Chair) $0 $0 $0
Robert Bunce (Treasurer) $0 $0 $0
Cortney Callahan (Secretary) $0 $0 $0
Stacy Ito (Member) $0 $0 $0
Chris Fox (Member) $0 $0 $0
Kristen Walter (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on April 18, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,957,599
Expenses
$2,642,870
Net Income
$314,729
Net Assets
$803,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,852,448
96.4%
Program Services $95,117
3.2%
Investment Income $10,034
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $207,744
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,274,141
48.2%
Assets/Debt
Total Assets $1,693,315
Total Liabilities $889,665
Net Assets $803,650
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
John Azzizzi (Business Manager / Consortium Director) $104,113 $0 $42,021
Justin Tomola (Executive Director) $103,631 $0 $38,495
Sarah Grossi (Chair) $0 $0 $0
Stacy Ito (Secretary) $0 $0 $0
James Jensen (Treasurer) $0 $0 $0
Chris Fox (Member) $0 $0 $0
Jessica Umphress (Member) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
Patrick Kennel (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 17, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,936,999
Expenses
$3,128,175
Net Income
-$191,176
Net Assets
$488,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,716,618
92.5%
Program Services $209,623
7.1%
Investment Income $10,758
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $206,187
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,447,848
46.3%
Assets/Debt
Total Assets $1,359,059
Total Liabilities $870,138
Net Assets $488,921
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
John Azzizzi (Business Manager / Consortium Director) $102,162 $0 $39,805
Justin Tomola (Executive Director (1/2 Year)) $48,275 $0 $15,945
Sarah Grossi (Chair) $0 $0 $0
Stacy Ito (Secretary) $0 $0 $0
James Jensen (Treasurer) $0 $0 $0
Chris Fox (Member) $0 $0 $0
Daniella Baker (Member) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
Josh Kizner (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,179,806
Expenses
$3,352,333
Net Income
-$172,527
Net Assets
$680,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,940,196
92.5%
Program Services $227,484
7.2%
Investment Income $12,126
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $150,564
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,664,724
49.7%
Assets/Debt
Total Assets $990,181
Total Liabilities $310,084
Net Assets $680,097
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Morgan (Executive Director) $104,182 $0 $39,057
John Azzizzi (Business Manager / Consortium Director) $46,382 $0 $17,443
Sarah Grossi (Chair) $0 $0 $0
Cortney Callahan (Secretary) $0 $0 $0
Josh Kizner (Treasurer) $0 $0 $0
Chris Fox (Member) $0 $0 $0
Daniella Baker (Member) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
James Jensen (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 7, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,066,026
Expenses
$2,880,938
Net Income
$185,088
Net Assets
$852,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,939,233
95.9%
Program Services $115,769
3.8%
Investment Income $11,024
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $145,161
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,482,448
51.5%
Assets/Debt
Total Assets $1,024,876
Total Liabilities $172,252
Net Assets $852,624
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Morgan (Executive Director) $113,750 $0 $29,036
Shaina Ferraro (Chair) $0 $0 $0
Chris Fox (Vice Chair) $0 $0 $0
Josh Kizner (Treasurer) $0 $0 $0
Sarah Grossi (Secretary) $0 $0 $0
Daniella Baker (Member) $0 $0 $0
Courtney Callahan (Member) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 5, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,798,337
Expenses
$2,830,403
Net Income
-$32,066
Net Assets
$667,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,792,229
99.8%
Program Services $0
Investment Income $6,108
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $111,250
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,482,440
52.4%
Assets/Debt
Total Assets $858,312
Total Liabilities $190,776
Net Assets $667,536
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Morgan (Executive Dir.) $111,250 $0 $0
John Kizner (Treasurer) $0 $0 $0
Shaina Ferraro (Chair) $0 $0 $0
Chris Fox (Member) $0 $0 $0
Sarah Grossi (Secretary) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
John Gerber (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 25, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,766,377
Expenses
$2,815,766
Net Income
-$49,389
Net Assets
$699,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,761,851
99.8%
Program Services $0
Investment Income $4,526
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $106,250
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,385,091
49.2%
Assets/Debt
Total Assets $888,201
Total Liabilities $188,599
Net Assets $699,602
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Morgan (Executive Dir.) $106,250 $0 $0
Karna Dawson (Chair) $0 $0 $0
John Kizner (Treasurer) $0 $0 $0
Shaina Ferraro (Secretary) $0 $0 $0
Cliff Schlueter (Member) $0 $0 $0
Sarah Grossi (Member) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
John Gerber (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,472,357
Expenses
$2,459,922
Net Income
$12,435
Net Assets
$623,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,469,194
99.9%
Program Services $0
Investment Income $3,163
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $102,500
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,204,199
49.0%
Assets/Debt
Total Assets $807,687
Total Liabilities $184,269
Net Assets $623,418
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Morgan (Executive Dir.) $102,500 $0 $0
Karna Dawson (Chair) $0 $0 $0
John Gerber (Treasurer) $0 $0 $0
Cliff Schlueter (Secretary) $0 $0 $0
Debbie Elam (Member) $0 $0 $0
Sarah Grossi (Member) $0 $0 $0
Erin Wrightsman (Member) $0 $0 $0
Josh Kizner (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on March 22, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,248,607
Expenses
$2,123,362
Net Income
$125,245
Net Assets
$610,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,245,907
99.9%
Program Services $0
Investment Income $2,700
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $87,203
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,051,685
49.5%
Assets/Debt
Total Assets $794,981
Total Liabilities $183,998
Net Assets $610,983
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Morgan (Executive Dir.) $87,203 $0 $0
Karna Dawson (Chair) $0 $0 $0
Sara Jordan (Vice Chair) $0 $0 $0
John Gerber (Treasurer) $0 $0 $0
Cliff Schlueter (Secretary) $0 $0 $0
Julie Yarnall (Member) $0 $0 $0
Rachel Kaplan (Member) $0 $0 $0
Debbie Elam (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,155,836
Expenses
$1,964,741
Net Income
$191,095
Net Assets
$485,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,153,490
99.9%
Program Services $0
Investment Income $2,346
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $42,678
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,027,527
52.3%
Assets/Debt
Total Assets $793,395
Total Liabilities $307,657
Net Assets $485,738

Document Links

990
Filed on March 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,981,485
Expenses
$2,048,614
Net Income
-$67,129
Net Assets
$230,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,978,673
99.9%
Program Services $0
Investment Income $2,812
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $70,382
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $980,009
47.8%
Assets/Debt
Total Assets $660,354
Total Liabilities $429,807
Net Assets $230,547

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,883,854
Expenses
$1,788,826
Net Income
$95,028
Net Assets
$361,772
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,881,256
99.9%
Program Services $0
Investment Income $2,598
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $70,382
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $940,508
52.6%
Assets/Debt
Total Assets $660,954
Total Liabilities $299,182
Net Assets $361,772

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated