Civic Intelligence

Massachusetts Foundation for Learning Disabilities

990 • Fiscal year 2020 • EIN 04-3099610

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

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

85th percentile

0.61x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.83x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

7.9%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$411,660

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$4,469,813

Up $835,554 (+23%) from 2019

Net Assets

Up

$1,755,094

Up $259,977 (+17%) from 2019

Liabilities

Up

$2,714,719

Up $575,577 (+27%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin55th percentile

Revenue

Down

$3,277,622

Down $32,588 (-1.0%) from 2019

Expenses

Down

$3,017,645

Down $70,125 (-2.3%) from 2019

Net Income

Up

$259,977

Up $37,537 (+17%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$4,469,813
Liabilities$2,714,719
Net Assets$1,755,094
Open 2020 Filing

Operations Trend

Revenue Growth46th 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

2020

Revenue$3,277,622
Expenses$3,017,645
Net Income$259,977
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$3,277,622
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.

White oak school provides effective research-based instruction for students with language-based learning disabilities. 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$1,961,702$2,246,027▲ $284,325
Land, Buildings, and Equipment, Net$1,247,617$1,121,407▼ $126,210
Cash and Non-Interest-Bearing Accounts$256,651$536,681▲ $280,030
Investments in Publicly Traded Securities$141,026$412,789▲ $271,763
Accounts Receivable$18,884$144,530▲ $125,646
Prepaid Expenses and Deferred Charges$8,379$8,379→ $0
Total Assets$3,634,259$4,469,813▲ $835,554
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,364,007$1,314,534▼ $49,473
Other Liabilities$391,026$512,789▲ $121,763
Accounts Payable and Accrued Expenses$384,109$468,233▲ $84,124
Unsecured Notes Loans Payable-$419,163-
Total Liabilities$2,139,142$2,714,719▲ $575,577
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,495,117$1,755,094▲ $259,977
Total Net Assets Fund Balance$1,495,117$1,755,094▲ $259,977
Total Liabilities and Net Assets / Fund Balance$3,634,259$4,469,813▲ $835,554

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$898,423$2,032,523$2,930,946
Equipment$14,765$203,480$218,245
Land$145,264-$145,264
Other Land Buildings$62,955$42,855$105,810
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David DrakeExecutive DirectorFT$155,980$255,680$411,660
Janine RossBusiness ManagerFT$95,020$2,919$97,939

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$4,203
Program Service Revenue
$3,217,205
Investment Income
$26,588
Other Revenue
$29,626
All Other Contributions
$4,203
Change in Net Assets
$259,977

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,277,622
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,277,622
Total Revenue per Form 990
$3,277,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,400,070
Other Expenses$617,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,636,595$26,883-$1,663,478
Current Officers, Directors, Trustees, and Key Employees-$403,144-$403,144
Occupancy$232,218$11,298-$243,516
Other Employee Benefits$185,507$5,253-$190,760
Payroll Taxes$119,275$23,413-$142,688
Depreciation Depletion$127,198$9,007-$136,205
Fees for Services Accounting-$113,316-$113,316
Other Expenses$13,152$20,556-$13,152
Travel$11,100$4-$11,104
All Other Expenses$5,346$1,596-$6,942
Fees for Services Legal-$3,831-$3,831
Total Functional Expenses$2,399,344$618,301$0$3,017,645

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,017,645
Total Expenses per Audited Statements$3,017,645
Total Expenses per Form 990$3,017,645
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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$54,195
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$512,789
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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 organization has engaged an independent compensation consultant who issued a report certifying that the executive director's compensation is reasonable compensation as defined in 26 cfr section 4958-4(b)(ii). The board of directors documents its deliberations and decisions 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
2021-05-13
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
39
Volunteers
3

Preparer

Firm
Leonard Mulherin & Greene Pc
Address
625 GROVE STREET, BRAINTREE, MA 02184
Preparer
John G Madden
Phone
7813564800
Raw XML AppendixShowing 400 of 424 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/PYOtherExpensesAmt0638761
IRS990/PYOtherRevenueAmt033992
IRS990/PYProgramServiceRevenueAmt03234111
IRS990/PYRevenuesLessExpensesAmt0222440
IRS990/PYSalariesCompEmpBnftPaidAmt02449009
IRS990/PYTotalExpensesAmt03087770
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03310210
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0259977
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03239687
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01961702
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02246027
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0898423
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02032523
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02930946
IRS990ScheduleD/EquipmentGrp/BookValueAmt014765
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0203480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0218245
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03017645
IRS990ScheduleD/LandGrp/BookValueAmt0145264
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0145264
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt062955
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042855
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0512789
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03277622
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01121407
IRS990ScheduleD/TotalExpensesPerForm990Amt03017645
IRS990ScheduleD/TotalLiabilityAmt0512789
IRS990ScheduleD/TotalRevenuePerForm990Amt03277622
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03277622
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03017645
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/ExplanationTxt0THE WHITE OAK SCHOOL, THROUGH THE MASSACHUSETTS ASSOCIATION OF 766 APPROVED PRIVATE SCHOOLS, INC., PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ANNUALLY IN THE BOSTON GLOBE WHICH IS A NEWSPAPER THAT IS REASONABLY LIKLEY TO BE READ BY ALL SEGMENTS OF THE COMMUNITY THE ORGANIZATION SERVES.
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/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0250000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID DRAKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0411660
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 CALENDAR YEAR THAT ENDED WITHIN THE YEAR ENDED JUNE 30, 2020, THE ORGANIZATION CONTRIBUTED $250,000 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 $417,787 AS OF JUNE 30, 2020. IN 1990, DAVID DRAKE FOUNDED THE MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES D.B.A. THE WHITE OAK SCHOOL (THE "SCHOOL") A CHAPTER 766 APPROVED SPECIAL EDUCATION SCHOOL SERVING STUDENTS WITH DYSLEXIA AND RELATED SPECIFIC LEARNING DISABILITIES. FOR OVER THIRTY YEARS, MR. DRAKE HAS BEEN EXTENSIVELY INVOLVED IN THE DAY TO DAY OPERATIONS AS WELL ESTABLISHING THE LONG-TERM VISION FOR THE GROWTH AND FINANCIAL STABILITY OF THE SCHOOL. TODAY, 30 YEARS AFTER ITS FOUNDING, WHITE OAK SCHOOL IS A WELL-RESPECTED MEMBER OF THE SPECIAL EDUCATION COMMUNITY IN THE STATE. MR. DRAKE HAS BEEN INSTRUMENTAL IN THE ACQUISITION AND DEVELOPMENT OF THE SCHOOL'S FORTY-ACRE CAMPUS LOCATED IN WESTFIELD MASSACHUSETTS. THE SCHOOL CONTINUES TO BE A STATE-APPROVED PROGRAM, AND IT PROVIDES ESSENTIAL SERVICES THAT WOULD OTHERWISE BE UNAVAILABLE. THE SCHOOL HAS SEEN ALL OF ITS STUDENTS PASS THE STATE'S MCAS TESTS, AND IT HAS A COMMENDABLE COLLEGE MATRICULATION RATE AND HAS BEEN NAMED A SCHOOL OF EXCELLENCE BY THE NATIONAL ASSOCIATION OF SPECIAL EDUCATION TEACHERS BY PRUDENT MANAGEMENT OF STUDENT ENROLLMENT AND CAREFUL SCALING OF FACULTY NUMBERS AND OTHER EXPENSES IN PROPORTION, THE SCHOOL HAS OPERATED CONSERVATIVELY AND SUCCESSFULLY SINCE ITS INCEPTION. UNDER MR. DRAKE'S LEADERSHIP, IT HAS ESTABLISHED SIGNIFICANT FINANCIAL RESERVES FOR A SCHOOL OF ITS SIZE AND IS WELL POSITIONED FOR THE FUTURE. IT IS NOW, BY FAR, THE MOST SUCCESSFUL, COMPREHENSIVE, STATE-APPROVED SCHOOL FOR DYSLEXIC/LEARNING DISABLED STUDENTS IN WESTERN MASSACHUSETTS. IN FISCAL YEAR 2019, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS ENGAGED A NATIONAL COMPENSATION CONSULTING FIRM TO CONDUCT A STUDY OF THE HISTORIC COMPENSATION MR. DRAKE HAS RECEIVED FROM THE SCHOOL. THE COMPENSATION CONSULTANT FOUND THAT MR. DRAKE HAS BEEN HISTORICALLY UNDERCOMPENSATED OVER HIS THIRTY YEARS OF SERVICE AND CALCULATED THE PRESENT VALUE OF THE UNDER COMPENSATION FOR MR. DRAKE WAS $1,118,620. IN CONNECTION WITH THE FINDINGS OF THE NATIONAL COMPENSATION CONSULTING FIRM, THE BOARD OF DIRECTORS INCREASED MR. DRAKE'S SALARY TO $175,000 FOR FISCAL YEAR 2020 AND CONTRIBUTED $250,000 TO SCHOOL'S SECTION 457(F) DEFERRED COMPENSATION PLAN ("THE PLAN") DURING THE YEAR ENDED DECEMBER 31, 2019 FOR THE FISCAL YEAR ENDED JUNE 30, 2019. IN ADDITION, THE BOARD OF DIRECTORS WILL CONSIDER MAKING FUTURE CONTRIBUTIONS TO THE PLAN. THE FUNDS CONTRIBUTED TO THE PLAN PLUS ANY EARNINGS THEREON ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE UNTIL JUNE 30, 2021. THE INDEPENDENT COMPENSATION CONSULTANT HAS PROVIDED WRITTEN CERTIFICATION THAT AN INCREASE OF MR. DRAKE'S SALARY TO A MINIMUM OF $175,000 AND CONTRIBUTIONS TO THE PLAN ARE REASONABLE COMPENSATION AS DEFINED IN 26 CFR 53.4858-4(B)(II) TO THE EXTENT THE CUMULATIVE CONTRIBUTIONS TO THE PLAN DO NOT EXCEED THE HISTORIC UNDER COMPENSATION OF $1,118,620 IDENTIFIED IN THE COMPENSATION CONSULTANT'S REPORT. THE TOTAL BENEFIT PLAN AMOUNTS FOR DAVID DRAKE FOR THE YEAR ENDED DECEMBER 31, 2019 CONSISTS OF THE FOLLOWING: OTHER BENEFITS - $5,680; 457(F) PLAN - $250,000; TOTAL BENEFITS = $255,680.
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/TransactionAmt054195
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 ORGANIZATION HAS ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT WHO ISSUED A REPORT CERTIFYING THAT THE EXECUTIVE DIRECTOR'S COMPENSATION IS REASONABLE COMPENSATION AS DEFINED IN 26 CFR SECTION 4958-4(B)(II). THE BOARD OF DIRECTORS DOCUMENTS ITS DELIBERATIONS AND DECISIONS 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/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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03634259
IRS990/TotalAssetsEOYAmt04469813
IRS990/TotalAssetsGrp/BOYAmt03634259
IRS990/TotalAssetsGrp/EOYAmt04469813
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt04203
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0618301
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02399344
IRS990/TotalFunctionalExpensesGrp/TotalAmt03017645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02139142
IRS990/TotalLiabilitiesEOYAmt02714719
IRS990/TotalLiabilitiesGrp/BOYAmt02139142
IRS990/TotalLiabilitiesGrp/EOYAmt02714719
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01495117
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01755094
IRS990/TotalOtherCompensationAmt0258599
IRS990/TotalProgramServiceExpensesAmt02399344
IRS990/TotalProgramServiceRevenueAmt03217205
IRS990/TotalReportableCompFromOrgAmt0251000
IRS990/TotalRevenueGrp/ExclusionAmt026588
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03246831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03277622
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03634259
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04469813
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04
IRS990/TravelGrp/ProgramServicesAmt011100
IRS990/TravelGrp/TotalAmt011104
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0419163
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,469,813
Liabilities
$2,714,719
Net assets
$1,755,094
Revenue
$3,277,622
Expenses
$3,017,645
Net income
$259,977
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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