Civic Intelligence

Massachusetts Foundation for Learning Disabilities

990 • Fiscal year 2022 • EIN 04-3099610

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 14, 2023

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

80th percentile

0.39x

Higher debt load relative to assets than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.44x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

58th percentile

12%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$591,708

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$4,412,884

Down $74,322 (-1.7%) from 2021

Net Assets

Up

$2,684,580

Up $448,214 (+20%) from 2021

Liabilities

Down

$1,728,304

Down $522,536 (-23%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin58th percentile

Revenue

Up

$3,890,928

Up $555,483 (+17%) from 2021

Expenses

Up

$3,442,714

Up $588,541 (+21%) from 2021

Net Income

Down

$448,214

Down $33,058 (-6.9%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$4,412,884
Liabilities$1,728,304
Net Assets$2,684,580
Open 2022 Filing

Operations Trend

Revenue Growth63rd 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

2022

Revenue$3,890,928
Expenses$3,442,714
Net Income$448,214
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 14, 2023
Return Version
2021v4.2
Gross Receipts
$3,890,928
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$2,951,637$2,854,748▼ $96,889
Land, Buildings, and Equipment, Net$1,057,447$947,562▼ $109,885
Cash and Non-Interest-Bearing Accounts$212,761$469,684▲ $256,923
Investments in Publicly Traded Securities$95,012$95,099▲ $87
Pledges and Grants Receivable$115,884$28,700▼ $87,184
Accounts Receivable$48,169$13,121▼ $35,048
Prepaid Expenses and Deferred Charges$6,296$3,970▼ $2,326
Total Assets$4,487,206$4,412,884▼ $74,322
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,263,045$1,224,093▼ $38,952
Unsecured Notes Loans Payable$419,163--
Accounts Payable and Accrued Expenses$473,620$409,112▼ $64,508
Other Liabilities$95,012$95,099▲ $87
Total Liabilities$2,250,840$1,728,304▼ $522,536
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,217,784$2,661,093▲ $443,309
Net Assets With Donor Restrictions$18,582$23,487▲ $4,905
Total Net Assets Fund Balance$2,236,366$2,684,580▲ $448,214
Total Liabilities and Net Assets / Fund Balance$4,487,206$4,412,884▼ $74,322

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$761,319$2,246,875$3,008,194
Equipment$17,570$191,832$209,402
Land$145,264-$145,264
Other Land Buildings$23,409$82,401$105,810
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David DrakeExecutive DirectorPT$170,631$421,077$591,708
Janine RossChief Financial OfficerFT$113,812$3,414$117,226

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
$334,246
Program Service Revenue
$3,107,024
Investment Income
$3,199
Other Revenue
$446,459
All Other Contributions
$8,617
Change in Net Assets
$448,214

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,890,928
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,890,928
Total Revenue per Form 990
$3,890,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,693,922
Other Expenses$748,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,826,892$25,859-$1,852,751
Current Officers, Directors, Trustees, and Key Employees-$443,107-$443,107
Occupancy$276,350$12,439-$288,789
Payroll Taxes$140,752$35,224-$175,976
Fees for Services Accounting-$164,047-$164,047
Other Employee Benefits$158,306$2,182-$160,488
Depreciation Depletion$123,795$6,124-$129,919
Pension Plan Contributions$60,500$1,100-$61,600
Fees for Services Legal-$41,045-$41,045
All Other Expenses$11,363$1,633-$12,996
Other Expenses$21,905$9,189-$9,189
Travel$5,901--$5,901
Total Functional Expenses$2,700,765$741,949$0$3,442,714

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,442,714
Total Expenses per Audited Statements$3,442,714
Total Expenses per Form 990$3,442,714
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$72,170
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$95,099
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 chief financial officer 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 approved the executive director's total compensation based upon review of comparable data that consists of compensation of executive directors of similar organizations. The organization 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 documented its deliberations and decisions in the applicable minutes for the board meeting during which the approval of the executive director's compensation took 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
David Drake
Title
Executive Director
Phone
4135629500
Signed
2023-04-14
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
40
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 448 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/PensionPlanContributionsGrp/ProgramServicesAmt060500
IRS990/PensionPlanContributionsGrp/TotalAmt061600
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0115884
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt028700
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06296
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03970
IRS990/PrincipalOfficerNm0DAVID DRAKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03107024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03107024
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0136043
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05664
IRS990/PYOtherExpensesAmt0573004
IRS990/PYOtherRevenueAmt095137
IRS990/PYProgramServiceRevenueAmt03098601
IRS990/PYRevenuesLessExpensesAmt0481272
IRS990/PYSalariesCompEmpBnftPaidAmt02281169
IRS990/PYTotalExpensesAmt02854173
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03335445
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0448214
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03459949
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02951637
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02854748
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0761319
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02246875
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03008194
IRS990ScheduleD/EquipmentGrp/BookValueAmt017570
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0191832
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0209402
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03442714
IRS990ScheduleD/LandGrp/BookValueAmt0145264
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0145264
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023409
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt082401
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt095099
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03890928
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0947562
IRS990ScheduleD/TotalExpensesPerForm990Amt03442714
IRS990ScheduleD/TotalLiabilityAmt095099
IRS990ScheduleD/TotalRevenuePerForm990Amt03890928
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03890928
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03442714
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. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION RECEIVED GRANTS TOTALING $325,629 FROM THE MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION.
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/BaseCompensationFilingOrgAmt0170631
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt0417780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03297
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0417780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID DRAKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0591708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD EXECUTED A DEFERRED COMPENSATION AGREEMENT UNDER INTERNAL REVENUE CODE SECTION 457(F) WITH THE EXECUTIVE DIRECTOR (THE "PLAN"). IN JANUARY 2021, THE ORGANIZATION MADE CONTRIBUTIONS TO THE PLAN TOTALING $100,000. IN JUNE 2021, THE ORGANIZATION PAID THE EXECUTIVE DIRECTOR HIS VESTED BALANCE IN THE PLAN WHICH TOTALED $417,780. 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, OVER 32 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 $180,000 AND MADE CUMULATIVE CONTRIBUTIONS TO THE SCHOOL'S SECTION 457(F) DEFERRED COMPENSATION PLAN ("THE PLAN") TOTALING $414,600. THE FUNDS CONTRIBUTED TO THE PLAN PLUS ANY EARNINGS THEREON WERE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE UNTIL JUNE 30, 2021 WHEN MR. DRAKE RECEIVED HIS VESTED BALANCE IN THE PLAN TOTALING $417,780. THE INDEPENDENT COMPENSATION CONSULTANT HAS PROVIDED WRITTEN CERTIFICATION THAT THE INCREASE TO MR. DRAKE'S COMPENSATION INCLUDING 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 CUMULATIVE CONTRIBUTIONS OF $414,600 TO THE PLAN DID NOT EXCEED THE HISTORIC UNDER COMPENSATION OF $1,118,620 IDENTIFIED BY THE COMPENSATION CONSULTANT. IN AUGUST 2021, MR. DRAKE'S ANNUAL SALARY WAS REDUCED TO $90,000 DUE TO HIS CHANGE TO A .5 FULL TIME EQUIVALENT. THE TOTAL BENEFIT PLAN AMOUNTS FOR DAVID DRAKE FOR THE YEAR ENDED DECEMBER 31, 2021 CONSISTED OF THE FOLLOWING: OTHER BENEFITS - $3,297; TOTAL BENEFITS = $3,297.
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/TransactionAmt072170
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 CHIEF FINANCIAL OFFICER 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 APPROVED THE EXECUTIVE DIRECTOR'S TOTAL COMPENSATION BASED UPON REVIEW OF COMPARABLE DATA THAT CONSISTS OF COMPENSATION OF EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS. THE ORGANIZATION 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 DOCUMENTED ITS DELIBERATIONS AND DECISIONS IN THE APPLICABLE MINUTES FOR THE BOARD MEETING DURING WHICH THE APPROVAL OF THE EXECUTIVE DIRECTOR'S COMPENSATION TOOK 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/TotalAssetsBOYAmt04487206
IRS990/TotalAssetsEOYAmt04412884
IRS990/TotalAssetsGrp/BOYAmt04487206
IRS990/TotalAssetsGrp/EOYAmt04412884
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0334246
IRS990/TotalEmployeeCnt040
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0741949
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02700765
IRS990/TotalFunctionalExpensesGrp/TotalAmt03442714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02250840
IRS990/TotalLiabilitiesEOYAmt01728304
IRS990/TotalLiabilitiesGrp/BOYAmt02250840
IRS990/TotalLiabilitiesGrp/EOYAmt01728304
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02236366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02684580
IRS990/TotalOtherCompensationAmt06711
IRS990/TotalProgramServiceExpensesAmt02700765
IRS990/TotalProgramServiceRevenueAmt03107024
IRS990/TotalReportableCompFromOrgAmt0702223
IRS990/TotalRevenueGrp/ExclusionAmt03199
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03553483
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03890928
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04487206
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04412884
IRS990/TotReportableCompRltdOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,412,884
Liabilities
$1,728,304
Net assets
$2,684,580
Revenue
$3,890,928
Expenses
$3,442,714
Net income
$448,214
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
2022Detailed filing. Detailed filing data is available for this year.$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
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
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