Civic Intelligence

Massachusetts Foundation for Learning Disabilities

990 • Fiscal year 2023 • EIN 04-3099610

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

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

77th percentile

0.35x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.46x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

57th percentile

7.5%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$306,607

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

1.0%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$4,457,582

Up $44,698 (+1.0%) from 2022

Net Assets

Up

$2,897,434

Up $212,854 (+7.9%) from 2022

Liabilities

Down

$1,560,148

Down $168,156 (-9.7%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin57th percentile

Revenue

Down

$3,361,462

Down $529,466 (-14%) from 2022

Expenses

Down

$3,107,709

Down $335,005 (-9.7%) from 2022

Net Income

Down

$253,753

Down $194,461 (-43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$4,457,582
Liabilities$1,560,148
Net Assets$2,897,434
Open 2023 Filing

Operations Trend

Revenue Growth22nd 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

2023

Revenue$3,361,462
Expenses$3,107,709
Net Income$253,753
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$3,361,462
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
Investments in Publicly Traded Securities$95,099$2,728,681▲ $2,633,582
Land, Buildings, and Equipment, Net$947,562$858,947▼ $88,615
Cash and Non-Interest-Bearing Accounts$469,684$589,612▲ $119,928
Accounts Receivable$13,121$155,754▲ $142,633
Savings and Temporary Cash Investments$2,854,748$110,560▼ $2,744,188
Pledges and Grants Receivable$28,700--
Prepaid Expenses and Deferred Charges$3,970$6,849▲ $2,879
Total Assets$4,412,884$4,457,582▲ $44,698
Other Assets Total$0$7,179▲ $7,179
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,224,093$1,148,011▼ $76,082
Accounts Payable and Accrued Expenses$409,112$306,464▼ $102,648
Other Liabilities$95,099$105,673▲ $10,574
Total Liabilities$1,728,304$1,560,148▼ $168,156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,661,093$2,897,434▲ $236,341
Net Assets With Donor Restrictions$23,487$0▼ $23,487
Total Net Assets Fund Balance$2,684,580$2,897,434▲ $212,854
Total Liabilities and Net Assets / Fund Balance$4,412,884$4,457,582▲ $44,698

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$698,882$2,356,224$3,055,106
Equipment$6,998$190,437$197,435
Land$145,264-$145,264
Other Land Buildings$7,803$70,227$78,030
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David DrakeExec. Dir./treas. Beg. 11/22PT$101,090$205,517$306,607
Jody MichalskiProgram Function ManagerFT$132,545$8,651$141,196
Janine RossChief Financial OfficerFT$131,255$5,641$136,896

Board Members and Trustees

NameTitle
Martin Pion PhdPresident/director
Dr Robert F Littleton JrClerk/director
Will BakerTreasurer/Director Thru 10/22

Highest Paid Contractors

ContractorServicesLocationCompensation
Leonard Mulherin & Greene PCAudit, Accounting And Filings625 GROVE ST, Braintree, MA 02184$179,216
Revenue and Support

Revenue Composition

Contributions and Grants
$446,713
Program Service Revenue
$2,838,609
Investment Income
$43,017
Other Revenue
$33,123
All Other Contributions
$4,049
Change in Net Assets
$253,753

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,361,462
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,361,462
Total Revenue per Form 990
$3,361,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,458,836
Other Expenses$648,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,935,244$18,206-$1,953,450
Occupancy$249,827$11,280-$261,107
Current Officers, Directors, Trustees, and Key Employees-$182,566-$182,566
Other Employee Benefits$159,422$2,247-$161,669
Payroll Taxes$146,354$14,797-$161,151
Fees for Services Accounting-$160,147-$160,147
Depreciation Depletion$124,966$3,382-$128,348
Other Expenses$14,572$9,559-$9,559
Fees for Services Legal-$8,616-$8,616
Travel$5,858--$5,858
All Other Expenses$4,303$801-$5,104
Total Functional Expenses$2,696,108$411,601$0$3,107,709

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,107,709
Total Expenses per Audited Statements$3,107,709
Total Expenses per Form 990$3,107,709
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
David DrakeTHE OWNER IS THE HUSBAND OF THE SCHOOL'S CHIEF FINANCIAL OFFICER.Landscaping, Snow Removal and Related Maintenance ServicesNo$71,603
-David Drake Was the Exec. Dir., Treas. and a Director During Fy 23.THE SCHOOL SOLD A VEHICLE AT FMV TO MR. DRAKE FOR $16,000.No$16,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$98,374
Finance Lease Liability$7,299
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
Yes
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 meetings during which the approval of the executive director's compensation occurred.”

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
Treasurer and Director
Phone
4135629500
Signed
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Drake
Formed
1990
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
41
Volunteers
4

Preparer

Firm
Leonard Mulherin & Greene Pc
Address
625 GROVE STREET, BRAINTREE, MA 02184
Preparer
John G Madden
Phone
7813564800
Raw XML AppendixShowing 400 of 469 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/MissionDesc0WHITE 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.
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IRS990/OtherAssetsTotalGrp/EOYAmt07179
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02247
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0159422
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0161669
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPP. & MAT.
IRS990/OtherExpensesGrp/Desc3OTHER ADMIN. EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09559
IRS990/OtherExpensesGrp/ProgramServicesAmt029466
IRS990/OtherExpensesGrp/ProgramServicesAmt126096
IRS990/OtherExpensesGrp/ProgramServicesAmt214572
IRS990/OtherExpensesGrp/TotalAmt029466
IRS990/OtherExpensesGrp/TotalAmt126096
IRS990/OtherExpensesGrp/TotalAmt214572
IRS990/OtherExpensesGrp/TotalAmt39559
IRS990/OtherLiabilitiesGrp/BOYAmt095099
IRS990/OtherLiabilitiesGrp/EOYAmt0105673
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt033123
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033123
IRS990/OtherRevenueTotalAmt033123
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018206
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01935244
IRS990/OtherSalariesAndWagesGrp/TotalAmt01953450
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014797
IRS990/PayrollTaxesGrp/ProgramServicesAmt0146354
IRS990/PayrollTaxesGrp/TotalAmt0161151
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028700
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03970
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06849
IRS990/PrincipalOfficerNm0DAVID DRAKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02838609
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02838609
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0334246
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03199
IRS990/PYOtherExpensesAmt0748792
IRS990/PYOtherRevenueAmt0446459
IRS990/PYProgramServiceRevenueAmt03107024
IRS990/PYRevenuesLessExpensesAmt0448214
IRS990/PYSalariesCompEmpBnftPaidAmt02693922
IRS990/PYTotalExpensesAmt03442714
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03890928
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0253753
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03314396
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02854748
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110560
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/BookValueAmt0698882
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02356224
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03055106
IRS990ScheduleD/EquipmentGrp/BookValueAmt06998
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0190437
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0197435
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03107709
IRS990ScheduleD/LandGrp/BookValueAmt0145264
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0145264
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07803
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt070227
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt078030
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FINANCE LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03361462
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0858947
IRS990ScheduleD/TotalExpensesPerForm990Amt03107709
IRS990ScheduleD/TotalLiabilityAmt0105673
IRS990ScheduleD/TotalRevenuePerForm990Amt03361462
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03361462
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03107709
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 SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN THE BOSTON GLOBE WHICH IS A NEWSPAPER THAT IS REASONABLY LIKLEY TO BE READ BY ALL SEGMENTS OF THE COMMUNITY THE SCHOOL 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, 2023, THE ORGANIZATION RECEIVED GRANTS TOTALING $442,664 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/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0101090
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt02200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03317
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID DRAKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC. DIR./TREAS. BEG. 11/22
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0306607
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0IN 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 33 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, MADE CUMULATIVE CONTRIBUTIONS TO THE SCHOOL'S SECTION 457(F) DEFERRED COMPENSATION PLAN ("THE PLAN") TOTALING $414,600, AND AUTHORIZED A ONE-TIME SALARY PAYMENT OF $200,000 IN JUNE 2022. 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 INCREASES 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 AND THE COMPENSATION INCREASES 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 AND THE COMPENSATION INCREASES (INCLUDING THE ONE-TIME SALARY PAYMENT OF $200,000 IN JUNE 2022) 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 DUE TO A REDUCTION IN HIS FULL TIME EQUIVALENT.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0REASONABLE LAWN CARE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DAVID DRAKE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0THE OWNER IS THE HUSBAND OF THE SCHOOL'S CHIEF FINANCIAL OFFICER.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DAVID DRAKE WAS THE EXEC. DIR., TREAS. AND A DIRECTOR DURING FY 23.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt071603
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt116000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LANDSCAPING, SNOW REMOVAL AND RELATED MAINTENANCE SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1THE SCHOOL SOLD A VEHICLE AT FMV TO MR. DRAKE FOR $16,000.
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 MEETINGS DURING WHICH THE APPROVAL OF THE EXECUTIVE DIRECTOR'S COMPENSATION OCCURRED.
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/TotalAssetsBOYAmt04412884
IRS990/TotalAssetsEOYAmt04457582
IRS990/TotalAssetsGrp/BOYAmt04412884
IRS990/TotalAssetsGrp/EOYAmt04457582
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0446713
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0411601

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,457,582
Liabilities
$1,560,148
Net assets
$2,897,434
Revenue
$3,361,462
Expenses
$3,107,709
Net income
$253,753
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
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