Civic Intelligence

Great Oak School

EIN 27-0220873 • 501(c)3 • Tomball, TX

Profile

Provide early childhood education for 3 to 6 year olds. Provide education for grades 1 to 8.

715 Carrell StreetTomball, TX 77375

greatoakschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.39x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.36x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$2,069,712

Up $395,076 (+24%) from 2023

Liabilities

Up

$804,690

Up $32,345 (+4.2%) from 2023

Net Assets

Up

$1,265,022

Up $362,731 (+40%) from 2023

Revenue

Up

$2,215,875

Up $525,662 (+31%) from 2023

Expenses

Up

$1,853,144

Up $284,639 (+18%) from 2023

Net Income

Up

$362,731

Up $241,023 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2015: $256,310Liabilities 2015: $318,402Net Assets 2015: -$62,0922015Assets 2016: $364,792Liabilities 2016: $352,424Net Assets 2016: $12,3682016Assets 2017: $378,244Liabilities 2017: $278,794Net Assets 2017: $99,4502017Assets 2019: $1,089,592Liabilities 2019: $812,295Net Assets 2019: $277,2972019Assets 2020: $1,291,126Liabilities 2020: $921,005Net Assets 2020: $370,1212020Assets 2021: $1,332,391Liabilities 2021: $861,421Net Assets 2021: $470,9702021Assets 2022: $1,540,311Liabilities 2022: $759,728Net Assets 2022: $780,5832022Assets 2023: $1,674,636Liabilities 2023: $772,345Net Assets 2023: $902,2912023Assets 2024: $2,069,712Liabilities 2024: $804,690Net Assets 2024: $1,265,0222024

Highlighted filing

2024

Assets$2,069,712
Liabilities$804,690
Net Assets$1,265,022

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $591,694Expenses 2015: $624,674Net Income 2015: -$32,9802015Revenue 2016: $864,053Expenses 2016: $789,636Net Income 2016: $74,4172016Revenue 2017: $980,982Expenses 2017: $910,451Net Income 2017: $70,5312017Revenue 2019: $1,451,688Expenses 2019: $1,222,661Net Income 2019: $229,0272019Revenue 2020: $1,431,744Expenses 2020: $1,340,279Net Income 2020: $91,4652020Revenue 2021: $1,243,656Expenses 2021: $1,161,472Net Income 2021: $82,1842021Revenue 2022: $1,528,086Expenses 2022: $1,218,473Net Income 2022: $309,6132022Revenue 2023: $1,690,213Expenses 2023: $1,568,505Net Income 2023: $121,7082023Revenue 2024: $2,215,875Expenses 2024: $1,853,144Net Income 2024: $362,7312024

Highlighted filing

2024

Revenue$2,215,875
Expenses$1,853,144
Net Income$362,731

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$2,225,656
Mission and Program Overview

Mission

Provide early childhood education for 2.5 to 6 year olds. Provide education for grades 1 to 7.

Provide early childhood education for 2 to 6 year olds. Provide education for grades 1 to 8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$730,369$1,083,957▲ $353,588
Land, Buildings, and Equipment, Net$932,368$964,092▲ $31,724
Accounts Receivable$4,058$15,193▲ $11,135
Prepaid Expenses and Deferred Charges$7,841$6,470▼ $1,371
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,674,636$2,069,712▲ $395,076
Liabilities
Other Liabilities$649,864$637,572▼ $12,292
Deferred Revenue$117,524$167,103▲ $49,579
Accounts Payable and Accrued Expenses$4,957$15▼ $4,942
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$772,345$804,690▲ $32,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$896,982$1,159,203▲ $262,221
Net Assets With Donor Restrictions$5,309$105,819▲ $100,510
Total Net Assets Fund Balance$902,291$1,265,022▲ $362,731
Total Liabilities and Net Assets / Fund Balance$1,674,636$2,069,712▲ $395,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$50,074$55,100$0
Land$914,018-$0
Equipment$0$0$0
Leasehold Improvements$0$775$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Didianne GilmanAdministrative RepresentativeFT$54,101$54,101
Dawn CoeFaculty RepresentativeFT$44,887$44,887
Vanessa WilliamsFaculty RepresentativeFT$42,500$42,500

Board Members and Trustees

NameTitle
Buck Holden0President
Ricca LeathermanVice President
Darlene ZybalaMember at Large
Stephanie MorrissMember at Large
Tomislav GraconinMember at Large
Jessica TanSecretary
Diana AraosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,666
Program Service Revenue
$1,937,221
Investment Income
$19,707
Other Revenue
$115,281
All Other Contributions
$143,666
Change in Net Assets
$362,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$948,011
Other Expenses$540,121
Grants and Similar Amounts Paid$365,012
Total Fundraising Expense$4,608
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$630,515$108,458$0$738,973
Grants to Domestic Individuals$365,012--$365,012
Occupancy$142,971$7,525$0$150,496
Current Officers, Directors, Trustees, and Key Employees$87,387$54,101$0$141,488
Other Expenses$101,846$724$4,608$107,178
Payroll Taxes$55,078$12,472$0$67,550
Interest$53,752$0$0$53,752
Office Expenses$0$14,355$0$14,355
Fees for Services Accounting$0$10,000$0$10,000
Advertising$8,807$0$0$8,807
Insurance$8,617$0$0$8,617
Fees for Services Legal$0$554$0$554
Total Functional Expenses$1,640,347$208,189$4,608$1,853,144
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$124,853
Fundraising Direct Expenses$9,781
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$109,168$109,168$37,240$71,928
Total Events$109,168$109,168$47,021$62,147
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$579,331
Accrued Payroll$58,241
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 B, Line 11B

A complete copy of the form 990 is distributed to all board members via email for review prior to filing.

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

Conflict of interest statement for board trustees or other community members of committees with decision powers form is required to be completed annually and for all new members when joined.

Form 990, Part VI, Section C, Line 19

The nondiscriminatory policy is included on the organization's website, in employee manual and in student handbook.

Filing and Contact Details

Filer

Filer Name
Great Oak School
EIN
27-0220873
Phone
2815167296
Address
715 CARRELL STREET, TOMBALL, TX 77375
Doing Business As
Great Oak Waldorf School

Signing Officer

Name
Zuzana Leckova
Title
Finance Director
Phone
2815167296
Signed
2025-05-15

Organization Details

Principal Officer
Zuzana Leckovaa
Formed
2009
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
7
Employees
34
Volunteers
28
Raw XML AppendixShowing 400 of 661 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/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt08617
IRS990/InsuranceGrp/TotalAmt08617
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt053752
IRS990/InterestGrp/TotalAmt053752
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt019707
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019707
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt055875
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0932368
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0964092
IRS990/LandBldgEquipCostOrOtherBssAmt01019967
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0PROVIDE EARLY CHILDHOOD EDUCATION FOR 2 TO 6 YEAR OLDS. PROVIDE EDUCATION FOR GRADES 1 TO 8.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0902291
IRS990/NetAssetsOrFundBalancesEOYAmt01265022
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0115072
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0115072
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0896982
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01159203
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07525
IRS990/OccupancyGrp/ProgramServicesAmt0142971
IRS990/OccupancyGrp/TotalAmt0150496
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014355
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt014355
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2FAIRS, FACILITIES, MAINTENANCE
IRS990/OtherExpensesGrp/Desc3OTHER MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt34608
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3724
IRS990/OtherExpensesGrp/ProgramServicesAmt086244
IRS990/OtherExpensesGrp/ProgramServicesAmt141706
IRS990/OtherExpensesGrp/ProgramServicesAmt258412
IRS990/OtherExpensesGrp/ProgramServicesAmt3101846
IRS990/OtherExpensesGrp/TotalAmt086244
IRS990/OtherExpensesGrp/TotalAmt141706
IRS990/OtherExpensesGrp/TotalAmt258412
IRS990/OtherExpensesGrp/TotalAmt3107178
IRS990/OtherLiabilitiesGrp/BOYAmt0649864
IRS990/OtherLiabilitiesGrp/EOYAmt0637572
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0209
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0209
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0108458
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0630515
IRS990/OtherSalariesAndWagesGrp/TotalAmt0738973
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012472
IRS990/PayrollTaxesGrp/ProgramServicesAmt055078
IRS990/PayrollTaxesGrp/TotalAmt067550
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07841
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06470
IRS990/PrincipalOfficerNm0ZUZANA LECKOVAA
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01786433
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1150788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01786433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1150788
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE EDUCATION TO GRADES 1 THROUGH 8, SERVING 86 CHILDREN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01096874
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01256463
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt068785
IRS990/PYExcessBenefitTransInd00

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