Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Old Trail School Foundation
990 • Fiscal year 2012 • EIN 34-1664787
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.30x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$6,461,232
Down $304,950 (-4.5%) from 2011
Net Assets
Down$4,499,707
Down $304,950 (-6.3%) from 2011
Liabilities
Flat$1,961,525
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$275,000
Up $20,000 (+7.8%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2011 to Jun 30, 2012
- Signed
- Feb 5, 2013
- Return Version
- 2011v1.2
- Gross Receipts
- $2,086,931
Mission and Program Overview
Mission
Established in 1990, the old trail school foundation was created to solicit and receive gifts, establish and review investment and spending policies, and oversee the management of endowment funds for the school. Old trail school strives for an endowment large enough to underwrite faculty salary increases in excess of inflation and desires an endowment sufficient to fund financial aid allocations for students who have the academic ability but not the means to attend old trail school. It is essential to build an endowment fund for the physical plant that allows the school to become less reliant on operating expenses for maintenance and enhancement. Building an endowment to enhance specific programs will alleviate the burden on the annual operating budget for program expenses. An endowment fund to support specific areas such as the library, technology, geography, professional development and guest speakers will provide the strength and excellence expected by our families.
Filing and Contact Details
Filer
- EIN
- 34-1664787
Raw XML AppendixShowing 400 of 465 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/MissionDescription | 0 | ESTABLISHED IN 1990, THE OLD TRAIL SCHOOL FOUNDATION WAS CREATED TO SOLICIT AND RECEIVE GIFTS, ESTABLISH AND REVIEW INVESTMENT AND SPENDING POLICIES, AND OVERSEE THE MANAGEMENT OF ENDOWMENT FUNDS FOR THE SCHOOL. OLD TRAIL SCHOOL STRIVES FOR AN ENDOWMENT LARGE ENOUGH TO UNDERWRITE FACULTY SALARY INCREASES IN EXCESS OF INFLATION AND DESIRES AN ENDOWMENT SUFFICIENT TO FUND FINANCIAL AID ALLOCATIONS FOR STUDENTS WHO HAVE THE ACADEMIC ABILITY BUT NOT THE MEANS TO ATTEND OLD TRAIL SCHOOL. IT IS ESSENTIAL TO BUILD AN ENDOWMENT FUND FOR THE PHYSICAL PLANT THAT ALLOWS THE SCHOOL TO BECOME LESS RELIANT ON OPERATING EXPENSES FOR MAINTENANCE AND ENHANCEMENT. BUILDING AN ENDOWMENT TO ENHANCE SPECIFIC PROGRAMS WILL ALLEVIATE THE BURDEN ON THE ANNUAL OPERATING BUDGET FOR PROGRAM EXPENSES. AN ENDOWMENT FUND TO SUPPORT SPECIFIC AREAS SUCH AS THE LIBRARY, TECHNOLOGY, GEOGRAPHY, PROFESSIONAL DEVELOPMENT AND GUEST SPEAKERS WILL PROVIDE THE STRENGTH AND EXCELLENCE EXPECTED BY OUR FAMILIES. |
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| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | 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 ACCOUNT FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WHICH PROVIDES FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN THAT HAVE A GREATER THAN 50% CHANCE OF NOT BEING ALLOWED UNDER EXAMINATION. NO SUCH POSITIONS HAVE BEEN RECORDED IN THE JUNE 30, 2012 AND 2011 FINANCIAL STATEMENTS. IF SUCH POSITIONS WERE TAKEN, THE RESULTING INTEREST AND PENALTIES WOULD BE RECOGNIZED AS INCOME TAX EXPENSE. AS OF JUNE 30, 2012, THE SCHOOL'S AND THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS 2009 AND THEREAFTER. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | NET UNREALIZED LOSS ON INVESTMENTS 376,711. |
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| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | SCHEDULE I, PART I, LINE 2: THE FOUNDATION BOARD MEMBERS ARE ALSO MEMBERS OF THE OLD TRAIL SCHOOL BOARD OF TRUSTEES. IN THAT CAPACITY, THEY RECEIVE A COPY OF THE AUDITED FINANCIAL STATEMENTS FOR OLD TRAIL SCHOOL EACH YEAR. |
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| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | JOHN FARBER |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 22519 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 46099 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 314445 |
| IRS990ScheduleJ/InitialContractException | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE 990 IS POSTED ON THE OLD TRAIL SCHOOL WEBSITE UNDER A RESTRICTED PORTAL FOR BOARD MEMBERS. THE TRUSTEES ARE INSTRUCTED TO VISIT THE PORTAL AND REVIEW THE 990 BEFORE THE RETURN IS FILED. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | TRUSTEES ARE ASKED TO SIGN NEW CONFLICT OF INTEREST POLICY STATEMENTS EACH YEAR. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | NET UNREALIZED LOSSES ON INVESTMENTS: -376,711. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE ORGANIZATION'S AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART XI, LINE 5: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART XI, LINE 2C |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | PO BOX 827 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | BATH |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | OH |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 442100827 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 340737805 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | OH |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | OLD TRAIL SCHOOL |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | SCHOOL |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | LINE 2 |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | 1 |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | 1 |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | 0 |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilities | 0 | 1 |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | 1 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 0 | 275000 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 1 | 42430 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 0 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 1 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 0 | OLD TRAIL SCHOOL |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 1 | OLD TRAIL SCHOOL |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 0 | B |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 1 | C |
| IRS990/School | 0 | 0 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | OH |
| IRS990/StatesWhereCopyOfReturnIsFiled | 0 | OH |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/TemporarilyRestrictedNetAssets/BOY | 0 | 995647 |
| IRS990/TemporarilyRestrictedNetAssets/EOY | 0 | 633115 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 1 |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | PO BOX 827 |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | BATH |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | OH |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 442100827 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | DELORES QUINN CFO |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 3306661118 |
| IRS990/TotalAssets/BOY | 0 | 6766182 |
| IRS990/TotalAssetsBOY | 0 | 6766182 |
| IRS990/TotalAssets/EOY | 0 | 6461232 |
| IRS990/TotalAssetsEOY | 0 | 6461232 |
| IRS990/TotalCompGT150K | 0 | 1 |
| IRS990/TotalContributions | 0 | 88116 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $6,461,232
- Liabilities
- $1,961,525
- Net assets
- $4,499,707
- Revenue
- -
- Expenses
- $275,000
- Net income
- -