SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Blue Oak School
Napa, CA · Independent schoolNAIS MEMBER
THE READ · FREE SUMMARY
Blue Oak School looks durable. The school holds 3.4 years of operating cushion: deep institutional balance. Revenue is unusually diversified at 54% tuition-dependent (peer median 81%). Staff compensation runs 60% of expenses, about par for the peer cohort. Expenses are outpacing revenue -1.1% vs -18.0% per year over three years, signaling margin compression worth flagging. NACUBO Composite Financial Index: 8.5 / 10, strong.
Blue Oak School runs only 54% tuition-dependent — unusually diversified for an independent school. Endowment payout and contributions carry meaningful weight in the operating budget.
Blue Oak School reported $8.5M in revenue against $6.1M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $20.7M — about 3.40x annual operating expense.
Operating margin landed at 28.7%, with 54.0% of revenue coming from tuition. Among same-size peers, that puts Blue Oak School at the p100 on operating margin.
$8.5M
REVENUE FY2023
28.7%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Blue Oak School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Blue Oak School ranks 17th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
The full school report
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