Sage Oak Charter Schools
Legal name: Sage Oak Charter School
Nonprofit profile at a glance
- EIN
- 474121914
- IRS 990 coverage
- 2015–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Redlands, CA, US
- Phone
- (888) 435-4445
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Education
Reported finances
- Revenue
- $69,124,716
- Expenses
- $67,674,587
- Assets
- $37,560,642
- Liabilities
- $11,529,428
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- WILLIAM HALL (PRESIDENT)
- MICHAEL HUMPHREY (VICE PRESIDENT)
Highest reported compensation
- KRISTA WOODGRIFT (SUPERINTD. OF SCHOOLS): $306,237 total reported compensation
- KELLY PRINS (SENIOR DIR. OF SP ED): $261,159 total reported compensation
- ERIN BUNCH (ASST SUPERINTD. OF ED SRVCS): $257,518 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Sage Oak Charter Schools provides a personalized, public education option for transitional kindergarten through 12th grade students in California, offering both in-person and virtual learning programs.
What it reported doing in 2024
The program successfully delivers an independent study personalized learning model, with ada (average daily attendance) of 4,856 across grades tk-12 across three charter schools. It fosters collaboration between parents and certificated teachers, enabling the selection of a wide array of educational resources and materials. These resources are chosen from a list of approved content and community providers, to provide a diverse and tailored educational experience for every student.
Operating model
- Revenue model
- Grant-funded. 99% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 77
- Accountability: 77
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.6%; rating input score 88
- Program expense ratio: 89.3%; rating input score 89
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 60%; rating input score 60; 16th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.1%; rating input score 43; 43rd percentile among comparable filings
- Total-asset coverage ratio: 0.56; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: 0.31; rating input score 55; 55th percentile among comparable filings
- Officer compensation ratio: 4.3%; rating input score 22; 22nd percentile among comparable filings
Growth
- Program expense growth: 17.2% per year; rating input score 100; 90th percentile among comparable filings
- Revenue growth: 16.8% per year; rating input score 100; 91st percentile among comparable filings
- Asset growth: 23.1% per year; rating input score 100; 95th percentile among comparable filings
Details
- What they do: 4 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 87.6% of revenue deployed · 89.3% of spending went to programs
- Governance: 3 of 5 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $60.5M in reported program spending
- Leadership: top reported pay $306K · 17 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $4M reported
- Consistency: 32 of 32 current checks pass
- Schedules: 5 filed schedules · includes executive pay
- Filing history: 8 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: 17 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Sustainability: Operating margin scored 43/100.
- High — Sustainability: Total-asset coverage ratio scored 21/100.
- High — Sustainability: Officer compensation ratio scored 22/100.
- Review — Sustainability: Liabilities to assets ratio scored 55/100.
- Review — Grant Readiness: California registration: this organization could not be resolved against the register, so the check is unfinished.