Education
(B29)
990 on File
SAGE OAK CHARTER SCHOOL
Financial strength (30%)
78/100
Reliability (20%)
50/100
Effectiveness (25%)
85/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$69.1M
Total Revenue
$67.7M
Total Expenses
$26.0M
Net Assets
467
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
89.3%
Fundraising Efficiency
N/A
Operating Reserve
4.62x
Liability-to-Asset
30.7%
Revenue Diversification
98.7%
Executive Compensation
$1.9M
Compared with Peers
FY 2025
Compared with 1,600 similar organizations
(United States, Education, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
89.3% | 84.4% |
P10P90
|
Above median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
10.7% | 13.6% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.5% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
4.6 mo | 10.5 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
30.7% | 32.5% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.7% | 88.2% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
18.4% | 5.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
28.3% | 5.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
2.1% | 3.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $69.1M | $67.7M | $26.0M | 89.3% | 467 |
| 2024 | $58.4M | $52.8M | $24.6M | 89.6% | 390 |
| 2023 | $48.4M | $46.1M | $19.0M | 88.3% | 327 |
| 2022 | $45.2M | $38.7M | $16.7M | 80.7% | 333 |
| 2021 | $33.2M | $31.0M | N/A | — | 275 |
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