Civic Intelligence

Old Trail School

990 • Fiscal year 2017 • EIN 34-0737805

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 11, 2018

Organization Profilewww.oldtrail.org

View Organization Page

PO Box 827Bath, OH 44210-0827

(330) 666-1118

Siviq Scores

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

Liabilities / Assets

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.24x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

25th percentile

-3.2%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$362,191

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

29th percentile

-0.5%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.7%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$23,815,721

Down $124,892 (-0.5%) from 2016

Net Assets

Up

$20,905,624

Up $119,551 (+0.6%) from 2016

Liabilities

Down

$2,910,097

Down $244,443 (-7.7%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin25th percentile

Revenue

Up

$12,061,942

Up $540,658 (+4.7%) from 2016

Expenses

Up

$12,449,094

Up $84,168 (+0.7%) from 2016

Net Income

Up

-$387,152

Up $456,490 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2011: $25,572,316Liabilities 2011: $3,142,148Net Assets 2011: $22,430,1682011Assets 2012: $24,363,485Liabilities 2012: $2,524,704Net Assets 2012: $21,838,7812012Assets 2013: $24,884,894Liabilities 2013: $2,314,363Net Assets 2013: $22,570,5312013Assets 2014: $25,340,749Liabilities 2014: $2,383,329Net Assets 2014: $22,957,4202014Assets 2015: $25,156,484Liabilities 2015: $3,021,708Net Assets 2015: $22,134,7762015Assets 2016: $23,940,613Liabilities 2016: $3,154,540Net Assets 2016: $20,786,0732016Assets 2017: $23,815,721Liabilities 2017: $2,910,097Net Assets 2017: $20,905,6242017Assets 2018: $23,015,576Liabilities 2018: $2,366,682Net Assets 2018: $20,648,8942018Assets 2019: $22,995,392Liabilities 2019: $2,064,718Net Assets 2019: $20,930,6742019Assets 2020: $24,541,889Liabilities 2020: $3,707,867Net Assets 2020: $20,834,0222020Assets 2021: $27,416,643Liabilities 2021: $3,931,821Net Assets 2021: $23,484,8222021Assets 2022: $25,123,722Liabilities 2022: $2,585,547Net Assets 2022: $22,538,1752022Assets 2023: $25,620,041Liabilities 2023: $2,797,729Net Assets 2023: $22,822,3122023Assets 2024: $27,037,468Liabilities 2024: $2,679,944Net Assets 2024: $24,357,5242024

Highlighted filing

2017

Assets$23,815,721
Liabilities$2,910,097
Net Assets$20,905,624
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $10,635,7382011Expenses 2012: $11,364,5822012Expenses 2013: $11,829,4592013Revenue 2014: $11,432,629Expenses 2014: $11,910,135Net Income 2014: -$477,5062014Revenue 2015: $11,605,751Expenses 2015: $11,945,085Net Income 2015: -$339,3342015Revenue 2016: $11,521,284Expenses 2016: $12,364,926Net Income 2016: -$843,6422016Revenue 2017: $12,061,942Expenses 2017: $12,449,094Net Income 2017: -$387,1522017Revenue 2018: $11,869,549Expenses 2018: $12,793,090Net Income 2018: -$923,5412018Revenue 2019: $11,766,819Expenses 2019: $11,563,920Net Income 2019: $202,8992019Revenue 2020: $10,535,586Expenses 2020: $10,492,062Net Income 2020: $43,5242020Revenue 2021: $11,355,183Expenses 2021: $10,432,619Net Income 2021: $922,5642021Revenue 2022: $12,148,304Expenses 2022: $11,419,106Net Income 2022: $729,1982022Revenue 2023: $11,570,687Expenses 2023: $11,989,963Net Income 2023: -$419,2762023Revenue 2024: $12,035,881Expenses 2024: $12,395,369Net Income 2024: -$359,4882024

Highlighted filing

2017

Revenue$12,061,942
Expenses$12,449,094
Net Income-$387,152
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 11, 2018
Return Version
2016v3.0
Gross Receipts
$12,700,424
Mission and Program Overview

Mission

Old trail school is dedicated to educating boys and girls by developing a strong academic foundation, a respect for themselves and others, and a love of learning. Nestled in the cuyahoga valley national park, the school provides a comprehensive curriculum with a commitment to academic excellence, service learning, and global sustainability. In partnership with families, old trail school engages and nurtures our diverse community of students as they navigate childhood and early adolescence to emerge as thoughtful, compassionate, and constructive citizens with integrity and confidence.

TO PROVIDE education for early childhood through eighth grade children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,433,442$13,817,558▼ $615,884
Cash and Non-Interest-Bearing Accounts$288,017$682,523▲ $394,506
Pledges and Grants Receivable$220,786$411,212▲ $190,426
Investments in Publicly Traded Securities$724,485$244,271▼ $480,214
Savings and Temporary Cash Investments$278,897$140,251▼ $138,646
Prepaid Expenses and Deferred Charges$155,920$133,888▼ $22,032
Accounts Receivable$66,122$70,084▲ $3,962
Total Assets$23,940,613$23,815,721▼ $124,892
Other Assets Total$7,772,944$8,315,934▲ $542,990
Liabilities
Other Liabilities$1,546,414$1,554,898▲ $8,484
Accounts Payable and Accrued Expenses$1,258,126$1,355,199▲ $97,073
Unsecured Notes Loans Payable$350,000--
Total Liabilities$3,154,540$2,910,097▼ $244,443
Net Assets / Fund Balance
Unrestricted Net Assets$12,459,394$12,040,904▼ $418,490
Permanently Rstr Net Assets$5,035,530$5,060,089▲ $24,559
Temporarily Rstr Net Assets$3,291,149$3,804,631▲ $513,482
Total Net Assets Fund Balance$20,786,073$20,905,624▲ $119,551
Total Liabilities and Net Assets / Fund Balance$23,940,613$23,815,721▼ $124,892

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,131,923$7,853,308$18,985,231
Equipment$791,138$2,255,375$3,046,513
Other Land Buildings$1,135,076$700,730$1,835,806
Leasehold Improvements$223,450$833,044$1,056,494
Land$535,971-$535,971
Other Assets Org$8,028,507--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,504,177$30,504▲ $905,608-$8,028,507
2015$7,995,825$137,095▼ $275,743-$7,504,177
2014$8,475,935$30,029▲ $118,861-$7,995,825
2013$7,643,002$105,667▲ $1,039,111-$8,475,935
2012$6,461,232$761,966▲ $730,500-$7,643,002
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FarberHead of SchoolFT$221,840$140,351$362,191
David ChottinerIntermediate/Middle School DirectorFT$106,417$24,958$131,375
Luann WilliamsPrimary School DirectorFT$102,644$17,948$120,592
Karen AndrewsCFO through 4/2016FT$74,552$15,241$89,793
Meeta NosratiCFO beginning 4/2016FT$78,661$8,992$87,653

Board Members and Trustees

NameTitle
David AxsonPresident
Ben MatthewsVice President
Andrew HardingTrustee
Brad BowersTrustee
Brad MendelsonTrustee
Carl BlickleTrustee
Cathy StephensTRustee
Jill PenroseTrustee
John Debo JrTrustee
John OrrTrustee
Laurice MooreTrustee
Lucinda WeissTrustee
Marianne ParkinsonTrustee
Neena BainsTrustee
Robert SuttonTrustee
Willard HollandTrustee
William LockwoodTrustee
Timothy SheelerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Metz Culinary ManagementFood Management ServiceTwo Woodland Drive, Dallas, PA 18612$290,791
Revenue and Support

Revenue Composition

Contributions and Grants
$1,721,779
Program Service Revenue
$9,885,836
Investment Income
$3,373
Other Revenue
$450,954
All Other Contributions
$910,360
Change in Net Assets
$-387,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,477,000
Revenue Not Reported on Financial Statements
$1,584,942
Revenue Not Reported on Form 990
$544,491
Other Revenue Adjustments
$1,584,942
Total Revenue per Audited Statements
$11,021,491
Total Revenue per Form 990
$12,061,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,407,982
Other Expenses$3,459,660
Grants and Similar Amounts Paid$1,581,452
Total Fundraising Expense$312,663
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,872,415$1,253,116$13,876$5,139,407
Grants to Domestic Individuals$1,575,728--$1,575,728
Other Employee Benefits$686,960$163,488$8,450$858,898
Depreciation Depletion$625,027$174,722-$799,749
Current Officers, Directors, Trustees, and Key Employees$130,647$489,859$164,369$784,875
Office Expenses$568,793$36,404$68,179$673,376
Payroll Taxes$311,309$116,147$12,352$439,808
All Other Expenses$107,595$177,204-$284,799
Information Technology$152,294$72,918$12,855$238,067
Advertising-$186,684$28,854$215,538
Pension Plan Contributions$152,162$32,832-$184,994
Occupancy$134,143--$134,143
Insurance$51,526$51,836-$103,362
Other Expenses$43,133$64,566$3,728$43,133
Fees for Services Accounting-$32,900-$32,900
Interest-$18,227-$18,227
Fees for Services Other-$17,214-$17,214
Grants to Domestic Orgs$5,724--$5,724
Total Functional Expenses$9,248,314$2,888,117$312,663$12,449,094

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,449,094
Total Expenses per Audited Statements$10,901,940
Expenses per Audited Statements$10,864,152
Expenses Not Reported on Financial Statements$1,584,942
Other Expense Adjustments$1,584,942
Expenses Not Reported on Form 990$37,788
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Old Trail School FoundationBath, OH501(c)(3)Transfer to the Foundation for the benefit of Old Trail School.$5,724
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$159,169
Fundraising Direct Expenses$83,568
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$236,149$147,319$41,443$105,876
Golf Outing$27,105$11,850$2,380$9,470
Total Events$263,254$159,169$83,568$75,601
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned tuition, lunch and fee revenue$1,090,394
Obligation under capital lease$464,504
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The 990 is posted on the old trail school website under a restricted portal for board members. The trustees are then instructed to visit the portal, review the 990 and during a scheduled teleconference will vote to accept or reject the 990 as prepared.”

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

“Trustees are asked to sign new conflict of interest policy statements each year.”

Form 990, Part VI, Section B, line 15

“The Head of School's compensation is reviewed by the executive committee of the Board of Trustees in consultation with independent consultants. Other administrative salaries are reviewed by the Head of School and compared with survey data within the independent school community.”

Form 990, Part VI, Section C, line 19

“The School makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Old Trail School
EIN
34-0737805
Phone
3306661118
Address
PO Box 827, Bath, OH 44210-0827

Signing Officer

Name
Sarah Johnston
Title
Head of School
Phone
3306661118
Signed
2018-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Johnston
Formed
1932
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
185
Volunteers
250

Preparer

Firm
Sikich Llp
Address
274 WHITE POND DRIVE, AKRON, OH 44320-1118
Preparer
Jill M Boyle CPA
Phone
3308646661
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Gain in net interest in net assets of the Foundation 524,330. Gain in beneficial interest in perpetual trust 5,225. Loss on disposal of land, building and equipment -23,000.”

Form 990, Part XI, Line 2C

“The Organization has a committee that assumes responsibility for oversight of the audit and selection of an independent accountant. This process has not changed from prior year.”

Financial Statement Notes

Part V, Line 4:

“The Endowment is exclusively for the benefit of Old Trail School.”

Part X, Line 2:

“Income Taxes: The School and Foundation are nonprofit organizations exempt from federal income taxes under the current provisions of the Internal Revenue Code, Section 501(c)(3). Therefore, no provisions for federal and state income taxes have been recorded in the statements. The School and Foundation are not classified as private foundations.”

Part XI, Line 2D - Other Adjustments:

“Form 990, Part VIII, Line 8b Fundraising Expenses 33,699. Gain on net interest in net assets of the Foundation 524,330. Gain on beneficial interest in perpetual trust 5,225. Loss on disposal of land, buildings and equipment -23,000. Form 990, Part VIII, Line 6b 4,089.”

Part XI, Line 4B - Other Adjustments:

“Form 990, Part IX, Line 2 1,575,728. Bank fees net against income 9,214.”

Part XII, Line 2D - Other Adjustments:

“Form 990, Part VIII, Line 8b Fundraising Expenses 33,699. Form 990, Part VIII, Line 6b 4,089.”

Part XII, Line 4B - Other Adjustments:

“Form 990, Part IX, Line 2 1,575,728. Bank fees net against income 9,214.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18130351
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1915241
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt208992
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2124958
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2217948
IRS990/Form990PartVIISectionAGrp/PersonNm0David Axson
IRS990/Form990PartVIISectionAGrp/PersonNm1Neena Bains
IRS990/Form990PartVIISectionAGrp/PersonNm2Carl Blickle
IRS990/Form990PartVIISectionAGrp/PersonNm3Brad Bowers
IRS990/Form990PartVIISectionAGrp/PersonNm4John Debo Jr
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrew Harding
IRS990/Form990PartVIISectionAGrp/PersonNm6Willard Holland
IRS990/Form990PartVIISectionAGrp/PersonNm7William Lockwood
IRS990/Form990PartVIISectionAGrp/PersonNm8Ben Matthews
IRS990/Form990PartVIISectionAGrp/PersonNm9Brad Mendelson
IRS990/Form990PartVIISectionAGrp/PersonNm10Laurice Moore
IRS990/Form990PartVIISectionAGrp/PersonNm11John Orr
IRS990/Form990PartVIISectionAGrp/PersonNm12Marianne Parkinson
IRS990/Form990PartVIISectionAGrp/PersonNm13Jill Penrose
IRS990/Form990PartVIISectionAGrp/PersonNm14Timothy Sheeler
IRS990/Form990PartVIISectionAGrp/PersonNm15Cathy Stephens
IRS990/Form990PartVIISectionAGrp/PersonNm16Robert Sutton
IRS990/Form990PartVIISectionAGrp/PersonNm17Lucinda Weiss
IRS990/Form990PartVIISectionAGrp/PersonNm18John Farber
IRS990/Form990PartVIISectionAGrp/PersonNm19Karen Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm20Meeta Nosrati
IRS990/Form990PartVIISectionAGrp/PersonNm21David Chottiner
IRS990/Form990PartVIISectionAGrp/PersonNm22Luann Williams
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18231840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1974552
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2078661
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21106417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22102644
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO through 4/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO beginning 4/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt21Intermediate/Middle School Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Primary School Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01932
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0104085
IRS990/FundraisingDirectExpensesAmt083568
IRS990/FundraisingGrossIncomeAmt0159169
IRS990/GainOrLossGrp/SecuritiesAmt0879
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0351800
IRS990/GrantAmt01581452
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01575728
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01575728
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05724
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05724
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0551704
IRS990/GrossReceiptsAmt012700424
IRS990/GrossRentsGrp/RealAmt048456
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt012855
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt072918
IRS990/InformationTechnologyGrp/ProgramServicesAmt0152294
IRS990/InformationTechnologyGrp/TotalAmt0238067
IRS990/InsuranceGrp/ManagementAndGeneralAmt051836
IRS990/InsuranceGrp/ProgramServicesAmt051526
IRS990/InsuranceGrp/TotalAmt0103362
IRS990/InterestGrp/ManagementAndGeneralAmt018227
IRS990/InterestGrp/TotalAmt018227
IRS990/InvestmentIncomeGrp/ExclusionAmt02494
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02494
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0724485
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0244271
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011642457
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014433442
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013817558
IRS990/LandBldgEquipCostOrOtherBssAmt025460015
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0550825
IRS990/LessRentalExpensesGrp/RealAmt04089
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Old Trail School is dedicated to educating boys and girls by developing a strong academic foundation, a respect for themselves and others, and a love of learning. Nestled in the Cuyahoga Valley National Park, the School provides a comprehensive curriculum with a commitment to academic excellence, service learning, and global sustainability. In partnership with families, Old Trail School engages and nurtures our diverse community of students as they navigate childhood and early adolescence to emerge as thoughtful, compassionate, and constructive citizens with integrity and confidence.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020786073
IRS990/NetAssetsOrFundBalancesEOYAmt020905624
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0879
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0879
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt075601
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt075601
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt044367
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt044367
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0148
IRS990/NoncashContributionsAmt015446
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0134143
IRS990/OccupancyGrp/TotalAmt0134143
IRS990/OfficeExpensesGrp/FundraisingAmt068179
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036404
IRS990/OfficeExpensesGrp/ProgramServicesAmt0568793
IRS990/OfficeExpensesGrp/TotalAmt0673376
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07772944
IRS990/OtherAssetsTotalGrp/EOYAmt08315934
IRS990/OtherChangesInNetAssetsAmt0506555
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08450
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0163488
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0686960
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0858898
IRS990/OtherExpensesGrp/Desc0Fieldtrips/extended pro
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Professional developmen
IRS990/OtherExpensesGrp/Desc3Parents Association act
IRS990/OtherExpensesGrp/FundraisingAmt03728
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt064566
IRS990/OtherExpensesGrp/ProgramServicesAmt0538164
IRS990/OtherExpensesGrp/ProgramServicesAmt1221043
IRS990/OtherExpensesGrp/ProgramServicesAmt271651
IRS990/OtherExpensesGrp/ProgramServicesAmt343133
IRS990/OtherExpensesGrp/TotalAmt0538164
IRS990/OtherExpensesGrp/TotalAmt1221043
IRS990/OtherExpensesGrp/TotalAmt2139945
IRS990/OtherExpensesGrp/TotalAmt343133
IRS990/OtherLiabilitiesGrp/BOYAmt01546414
IRS990/OtherLiabilitiesGrp/EOYAmt01554898
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0State reimbursement
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous fees and charges
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0171433
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1159553
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0171433
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1159553
IRS990/OtherRevenueTotalAmt0330986
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013876
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01253116
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03872415
IRS990/OtherSalariesAndWagesGrp/TotalAmt05139407
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012352
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0116147
IRS990/PayrollTaxesGrp/ProgramServicesAmt0311309
IRS990/PayrollTaxesGrp/TotalAmt0439808
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032832
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0152162
IRS990/PensionPlanContributionsGrp/TotalAmt0184994
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05035530
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05060089
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0220786
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0411212
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0155920
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0133888
IRS990/PrincipalOfficerNm0Sarah Johnston
IRS990/ProfessionalFundraisingInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,815,721
Liabilities
$2,910,097
Net assets
$20,905,624
Revenue
$12,061,942
Expenses
$12,449,094
Net income
-$387,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$2.68$24.4$12.0$12.4$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$2.80$22.8$11.6$12.0$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$2.59$22.5$12.1$11.4$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$3.93$23.5$11.4$10.4$0.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$3.71$20.8$10.5$10.5$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$2.06$20.9$11.8$11.6$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$2.37$20.6$11.9$12.8$0.92
2017Detailed filing. Detailed filing data is available for this year.$23.8$2.91$20.9$12.1$12.4$0.39
2016Detailed filing. Detailed filing data is available for this year.$23.9$3.15$20.8$11.5$12.4$0.84
2015Detailed filing. Detailed filing data is available for this year.$25.2$3.02$22.1$11.6$11.9$0.34
2014Detailed filing. Detailed filing data is available for this year.$25.3$2.38$23.0$11.4$11.9$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$2.31$22.6$11.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$2.52$21.8$11.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$3.14$22.4$10.6