Civic Intelligence

Massachusetts Foundation for Learning Disabilities

990 • Fiscal year 2018 • EIN 04-3099610

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

Organization ProfileWWW.WHITEOAKSCHOOL.ORG

View Organization Page

533 North RoadWestfield, MA 01085

(413) 562-9500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.56x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.68x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$151,086

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

0.3%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$2,889,199

Down $50,438 (-1.7%) from 2017

Net Assets

Up

$1,272,677

Up $24,452 (+2.0%) from 2017

Liabilities

Down

$1,616,522

Down $74,890 (-4.4%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin46th percentile

Revenue

Up

$2,390,448

Up $7,684 (+0.3%) from 2017

Expenses

Up

$2,347,735

Up $1,721 (+0.1%) from 2017

Net Income

Up

$42,713

Up $5,963 (+16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,837,951Liabilities 2011: $2,073,691Net Assets 2011: $764,2602011Assets 2012: $2,777,974Liabilities 2012: $1,946,721Net Assets 2012: $831,2532012Assets 2013: $2,944,969Liabilities 2013: $1,950,342Net Assets 2013: $994,6272013Assets 2014: $2,974,314Liabilities 2014: $1,863,371Net Assets 2014: $1,110,9432014Assets 2015: $2,868,426Liabilities 2015: $1,713,486Net Assets 2015: $1,154,9402015Assets 2016: $2,940,374Liabilities 2016: $1,728,899Net Assets 2016: $1,211,4752016Assets 2017: $2,939,637Liabilities 2017: $1,691,412Net Assets 2017: $1,248,2252017Assets 2018: $2,889,199Liabilities 2018: $1,616,522Net Assets 2018: $1,272,6772018Assets 2019: $3,634,259Liabilities 2019: $2,139,142Net Assets 2019: $1,495,1172019Assets 2020: $4,469,813Liabilities 2020: $2,714,719Net Assets 2020: $1,755,0942020Assets 2021: $4,487,206Liabilities 2021: $2,250,840Net Assets 2021: $2,236,3662021Assets 2022: $4,412,884Liabilities 2022: $1,728,304Net Assets 2022: $2,684,5802022Assets 2023: $4,457,582Liabilities 2023: $1,560,148Net Assets 2023: $2,897,4342023Assets 2024: $4,935,535Liabilities 2024: $1,614,075Net Assets 2024: $3,321,4602024

Highlighted filing

2018

Assets$2,889,199
Liabilities$1,616,522
Net Assets$1,272,677
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $2,560,711Expenses 2011: $2,560,320Net Income 2011: $3912011Revenue 2012: $2,466,212Expenses 2012: $2,465,683Net Income 2012: $5292012Revenue 2013: $2,810,709Expenses 2013: $2,658,450Net Income 2013: $152,2592013Revenue 2014: $2,658,253Expenses 2014: $2,541,937Net Income 2014: $116,3162014Revenue 2015: $2,486,659Expenses 2015: $2,442,662Net Income 2015: $43,9972015Revenue 2016: $2,481,843Expenses 2016: $2,425,308Net Income 2016: $56,5352016Revenue 2017: $2,382,764Expenses 2017: $2,346,014Net Income 2017: $36,7502017Revenue 2018: $2,390,448Expenses 2018: $2,347,735Net Income 2018: $42,7132018Revenue 2019: $3,310,210Expenses 2019: $3,087,770Net Income 2019: $222,4402019Revenue 2020: $3,277,622Expenses 2020: $3,017,645Net Income 2020: $259,9772020Revenue 2021: $3,335,445Expenses 2021: $2,854,173Net Income 2021: $481,2722021Revenue 2022: $3,890,928Expenses 2022: $3,442,714Net Income 2022: $448,2142022Revenue 2023: $3,361,462Expenses 2023: $3,107,709Net Income 2023: $253,7532023Revenue 2024: $3,570,021Expenses 2024: $3,173,250Net Income 2024: $396,7712024

Highlighted filing

2018

Revenue$2,390,448
Expenses$2,347,735
Net Income$42,713
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.3
Gross Receipts
$2,390,448
Mission and Program Overview

Mission

White oak school provides educational services to learning disabled students. A major focus of these services is to improve the language skills through an emphasis on reading, spelling, written language and oral language.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,331,940$1,297,899▼ $34,041
Land, Buildings, and Equipment, Net$1,139,643$1,026,365▼ $113,278
Cash and Non-Interest-Bearing Accounts$345,706$439,194▲ $93,488
Investments in Publicly Traded Securities$68,411$103,449▲ $35,038
Accounts Receivable$47,630$17,853▼ $29,777
Prepaid Expenses and Deferred Charges$6,307$4,439▼ $1,868
Total Assets$2,939,637$2,889,199▼ $50,438
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,355,719$1,322,447▼ $33,272
Accounts Payable and Accrued Expenses$255,428$190,626▼ $64,802
Other Liabilities$68,411$103,449▲ $35,038
Deferred Revenue$11,854--
Total Liabilities$1,691,412$1,616,522▼ $74,890
Net Assets / Fund Balance
Unrestricted Net Assets$1,248,225$1,272,677▲ $24,452
Total Net Assets Fund Balance$1,248,225$1,272,677▲ $24,452
Total Liabilities and Net Assets / Fund Balance$2,939,637$2,889,199▼ $50,438

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$846,480$1,814,239$2,660,719
Equipment$15,175$193,075$208,250
Land$145,264-$145,264
Other Land Buildings$19,446$8,334$27,780
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David DrakeExec. Dir./v.p./clerk/DirectorFT$129,730$21,356$151,086
Janine RossBusiness ManagerFT$75,403$2,922$78,325

Board Members and Trustees

NameTitle
Martin Pion PhdPresident/director
Dr Robert F Littleton JrDirector
Will BakerTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$5,317
Program Service Revenue
$2,325,207
Investment Income
$14,848
Other Revenue
$45,076
All Other Contributions
$5,317
Change in Net Assets
$42,713

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,390,448
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,390,448
Total Revenue per Form 990
$2,390,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,850,194
Other Expenses$497,541
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,314,569$21,600-$1,336,169
Current Officers, Directors, Trustees, and Key Employees-$228,340-$228,340
Occupancy$206,380$9,740-$216,120
Other Employee Benefits$168,543$3,773-$172,316
Payroll Taxes$96,760$16,609-$113,369
Depreciation Depletion$104,490$8,788-$113,278
Fees for Services Accounting-$69,080-$69,080
Fees for Services Legal-$11,266-$11,266
All Other Expenses$8,819$1,709-$10,528
Other Expenses$13,037$8,647-$8,647
Travel$5,378$251-$5,629
Total Functional Expenses$1,967,932$379,803$0$2,347,735

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,365,996
Expenses per Audited Statements$2,347,735
Total Expenses per Form 990$2,347,735
Expenses Not Reported on Form 990$18,261
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-THE OWNER IS THE HUSBAND OF THE SCHOOL'S BUSINESS MANAGER.Landscaping, Snow Removal and Related Maintenance ServicesNo$48,845
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$103,449
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The organization's business manager reviews a draft of the form 990, which is prepared by the organziation's independent accountants. Any resultant comments and changes are incorporated into the form by the independent accountants. A final version of the form 990 is then provided to each member of the board of directors prior to its filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“All members of the board of directors are required to complete a conflict of inetrest form annually and disclose in writing whether or not they have any conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“The board of directors approves the executive director's total compensation based upon review of comparable data that consists of compensation of executive directors of similar organizations. The board of directors documents its deliberation and decision in the applicable minutes for the board meeting during which the approval of the executive director's compensation takes place.”

Form 990, Part VI, Section C, Line 19

“The organization's audited financial statements are available via the websites of certain state regulatory agencies as well as upon request. The organization's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Massachusetts Foundation for
EIN
04-3099610
Phone
4135629500
Address
533 NORTH ROAD, WESTFIELD, MA 01085
Doing Business As
The White Oak School

Signing Officer

Name
Officer
Title
Executive Director
Phone
4135629500
Signed
2019-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Drake
Formed
1990
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
3
Employees
42
Volunteers
3

Preparer

Firm
Leonard Mulherin & Greene Pc
Address
625 GROVE STREET, BRAINTREE, MA 02184
Preparer
John G Madden
Phone
7813564800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on write off of unamortized loan costs -18,261.”

Raw XML AppendixShowing 400 of 431 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalRevenueAmt02382764
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt042713
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02348460
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01331940
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01297899
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0846480
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01814239
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02660719
IRS990ScheduleD/EquipmentGrp/BookValueAmt015175
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0193075
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0208250
IRS990ScheduleD/ExpensesNotReportedAmt018261
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02347735
IRS990ScheduleD/LandGrp/BookValueAmt0145264
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0145264
IRS990ScheduleD/LossesReportedAmt018261
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019446
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08334
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027780
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0103449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02390448
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01026365
IRS990ScheduleD/TotalExpensesPerForm990Amt02347735
IRS990ScheduleD/TotalLiabilityAmt0103449
IRS990ScheduleD/TotalRevenuePerForm990Amt02390448
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02390448
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02365996
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THIS POLICY IS PUBLISHED IN A LOCAL NEWSPAPER.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONTRACTS WITH VARIOUS PUBLIC SCHOOL DISTRICTS TO PROVIDE SERVICES TO ELIGIBLE STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0129730
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt016150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05206
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID DRAKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC. DIR./V.P./CLERK/DIR.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0151086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS EXECUTED A DEFERRED COMPENSATION AGREEMENT UNDER INTERNAL REVENUE CODE SECTION 457(F) WITH THE EXECUTIVE DIRECTOR (THE "PLAN"). DURING THE YEAR ENDED JUNE 30, 2018, THE ORGANIZATION CONTRIBUTED $16,150 TO THE PLAN. THE AMOUNTS CONTRIBUTED TO THE PLAN ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE BEFORE JUNE 30, 2021. THE TOTAL ACCRUED COMPENSATION UNDER THE PLAN TOTALED $48,960 AS OF JUNE 30, 2018.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0REASONABLE LAWN CARE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0THE OWNER IS THE HUSBAND OF THE SCHOOL'S BUSINESS MANAGER.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt048845
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LANDSCAPING, SNOW REMOVAL AND RELATED MAINTENANCE SERVICES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BUSINESS MANAGER REVIEWS A DRAFT OF THE FORM 990, WHICH IS PREPARED BY THE ORGANZIATION'S INDEPENDENT ACCOUNTANTS. ANY RESULTANT COMMENTS AND CHANGES ARE INCORPORATED INTO THE FORM BY THE INDEPENDENT ACCOUNTANTS. A FINAL VERSION OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INETREST FORM ANNUALLY AND DISCLOSE IN WRITING WHETHER OR NOT THEY HAVE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S TOTAL COMPENSATION BASED UPON REVIEW OF COMPARABLE DATA THAT CONSISTS OF COMPENSATION OF EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS. THE BOARD OF DIRECTORS DOCUMENTS ITS DELIBERATION AND DECISION IN THE APPLICABLE MINUTES FOR THE BOARD MEETING DURING WHICH THE APPROVAL OF THE EXECUTIVE DIRECTOR'S COMPENSATION TAKES PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LOSS ON WRITE OFF OF UNAMORTIZED LOAN COSTS -18,261.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02939637
IRS990/TotalAssetsEOYAmt02889199
IRS990/TotalAssetsGrp/BOYAmt02939637
IRS990/TotalAssetsGrp/EOYAmt02889199
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt05317
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0379803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01967932
IRS990/TotalFunctionalExpensesGrp/TotalAmt02347735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01691412
IRS990/TotalLiabilitiesEOYAmt01616522
IRS990/TotalLiabilitiesGrp/BOYAmt01691412
IRS990/TotalLiabilitiesGrp/EOYAmt01616522
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01248225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01272677
IRS990/TotalOtherCompensationAmt024278
IRS990/TotalProgramServiceExpensesAmt01967932
IRS990/TotalProgramServiceRevenueAmt02325207
IRS990/TotalReportableCompFromOrgAmt0205133
IRS990/TotalRevenueGrp/ExclusionAmt014848
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02370283
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02390448
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02939637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02889199
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0251
IRS990/TravelGrp/ProgramServicesAmt05378
IRS990/TravelGrp/TotalAmt05629
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01248225
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01272677
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0533 NORTH ROAD
IRS990/USAddress/CityNm0WESTFIELD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001085
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.WHITEOAKSCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,889,199
Liabilities
$1,616,522
Net assets
$1,272,677
Revenue
$2,390,448
Expenses
$2,347,735
Net income
$42,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$1.61$3.32$3.57$3.17$0.40
2023Detailed filing. Detailed filing data is available for this year.$4.46$1.56$2.90$3.36$3.11$0.25
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.41$1.73$2.68$3.89$3.44$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$2.25$2.24$3.34$2.85$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$2.71$1.76$3.28$3.02$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$2.14$1.50$3.31$3.09$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.89$1.62$1.27$2.39$2.35$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$1.69$1.25$2.38$2.35$0.04
2016Summary only. Only limited summary data is available for this year.$2.94$1.73$1.21$2.48$2.43$0.06
2015Summary only. Only limited summary data is available for this year.$2.87$1.71$1.15$2.49$2.44$0.04
2014Summary only. Only limited summary data is available for this year.$2.97$1.86$1.11$2.66$2.54$0.12
2013Summary only. Only limited summary data is available for this year.$2.94$1.95$0.99$2.81$2.66$0.15
2012Summary only. Only limited summary data is available for this year.$2.78$1.95$0.83$2.47$2.47$0.00
2011Summary only. Only limited summary data is available for this year.$2.84$2.07$0.76$2.56$2.56$0.00