Civic Intelligence

Old Trail School Foundation

990 • Fiscal year 2017 • EIN 34-1664787

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

Organization Profilewww.oldtrail.org
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

58th percentile

0.24x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

4.04x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$362,191

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 74.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

385%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$8,028,507

Up $524,330 (+7.0%) from 2016

Net Assets

Up

$6,066,982

Up $524,330 (+9.5%) from 2016

Liabilities

Flat

$1,961,525

Flat from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin83rd percentile

Revenue

Up

$485,737

Up $385,482 (+385%) from 2016

Expenses

Up

$355,534

Up $2,534 (+0.7%) from 2016

Net Income

Up

$130,203

Up $382,948 (+152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,766,182Liabilities 2011: $1,961,525Net Assets 2011: $4,804,6572011Assets 2012: $6,461,232Liabilities 2012: $1,961,525Net Assets 2012: $4,499,7072012Assets 2013: $7,643,002Liabilities 2013: $1,961,525Net Assets 2013: $5,681,4772013Assets 2014: $8,475,935Liabilities 2014: $1,961,525Net Assets 2014: $6,514,4102014Assets 2015: $7,995,825Liabilities 2015: $1,961,525Net Assets 2015: $6,034,3002015Assets 2016: $7,504,177Liabilities 2016: $1,961,525Net Assets 2016: $5,542,6522016Assets 2017: $8,028,507Liabilities 2017: $1,961,525Net Assets 2017: $6,066,9822017Assets 2018: $8,698,014Liabilities 2018: $1,961,525Net Assets 2018: $6,736,4892018Assets 2019: $8,783,541Liabilities 2019: $1,961,525Net Assets 2019: $6,822,0162019Assets 2020: $8,631,128Liabilities 2020: $1,961,524Net Assets 2020: $6,669,6042020Assets 2021: $10,301,316Liabilities 2021: $0Net Assets 2021: $10,301,3162021Assets 2022: $8,679,736Liabilities 2022: $0Net Assets 2022: $8,679,7362022Assets 2023: $10,039,703Liabilities 2023: $0Net Assets 2023: $10,039,7032023Assets 2024: $11,908,916Liabilities 2024: $0Net Assets 2024: $11,908,9162024

Highlighted filing

2017

Assets$8,028,507
Liabilities$1,961,525
Net Assets$6,066,982
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $255,0002011Expenses 2012: $275,0002012Expenses 2013: $284,0002013Revenue 2014: $755,545Expenses 2014: $310,000Net Income 2014: $445,5452014Revenue 2015: $513,763Expenses 2015: $629,000Net Income 2015: -$115,2372015Revenue 2016: $100,255Expenses 2016: $353,000Net Income 2016: -$252,7452016Revenue 2017: $485,737Expenses 2017: $355,534Net Income 2017: $130,2032017Revenue 2018: $1,469,743Expenses 2018: $352,612Net Income 2018: $1,117,1312018Revenue 2019: $322,099Expenses 2019: $394,897Net Income 2019: -$72,7982019Revenue 2020: $171,958Expenses 2020: $399,193Net Income 2020: -$227,2352020Revenue 2021: $578,825Expenses 2021: $428,872Net Income 2021: $149,9532021Revenue 2022: $715,809Expenses 2022: $452,673Net Income 2022: $263,1362022Revenue 2023: $679,415Expenses 2023: $474,033Net Income 2023: $205,3822023Revenue 2024: $1,536,753Expenses 2024: $482,754Net Income 2024: $1,053,9992024

Highlighted filing

2017

Revenue$485,737
Expenses$355,534
Net Income$130,203
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
$2,615,305
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.

To operate for the benefit of Old Trail School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,825,175$7,443,170▲ $617,995
Savings and Temporary Cash Investments$473,488$426,637▼ $46,851
Pledges and Grants Receivable$190,894$68,862▼ $122,032
Total Assets$7,504,177$8,028,507▲ $524,330
Other Assets Total$14,620$89,838▲ $75,218
Liabilities
Other Liabilities$1,961,525$1,961,525→ $0
Total Liabilities$1,961,525$1,961,525→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,118,768$4,138,100▲ $19,332
Temporarily Rstr Net Assets$1,291,361$1,790,471▲ $499,110
Unrestricted Net Assets$132,523$138,411▲ $5,888
Total Net Assets Fund Balance$5,542,652$6,066,982▲ $524,330
Total Liabilities and Net Assets / Fund Balance$7,504,177$8,028,507▲ $524,330

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 Pay92nd percentile

Employees

NameTitleOtherTotal
Karen AndrewsCFO through 4/2016$89,793$89,793
Meeta NosratiCFO beginning 4/2016$87,653$87,653

Board Members and Trustees

NameTitle
Andrew HardingTrustee
Jill PenroseTrustee
John OrrTrustee
Jon PavloffTrustee
Lucinda WeissTrustee
Timothy Sheelertrustee
bob Berktrustee
John FarberHead of School
Revenue and Support

Revenue Composition

Contributions and Grants
$30,506
Program Service Revenue
$0
Investment Income
$455,231
Other Revenue
$0
All Other Contributions
$24,782
Change in Net Assets
$130,203

Audited Revenue Reconciliation

Revenue per Audited Statements
$485,737
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$394,127
Total Revenue per Audited Statements
$879,864
Total Revenue per Form 990
$485,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$355,534
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$355,534--$355,534
Total Functional Expenses$355,534$0$0$355,534

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$355,534
Total Expenses per Audited Statements$355,534
Total Expenses per Form 990$355,534
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Old Trail SchoolBath, OH501(c)(3)Spending Rule transfer$355,534
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable advance$1,961,525
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
No
Other officer compensation reviewed
No
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 WILL BE INSTRUCTED TO VISIT THE PORTAL, REVIEW THE 990 AND DURING A SCHEDULED TELECONFERENCE 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 C, line 19

“The Organization 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 Foundation
EIN
34-1664787
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
1990
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

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:

“Loss on uncollectible accounts -56,250.”

Form 990, Part XI, Line 2C

“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.”

Financial Statement Notes

Part X, Line 2:

“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 the Foundation are not classified as private foundations.”

Part XI, Line 2D - Other Adjustments:

“Loss on uncollectible accounts -56,250.”

Raw XML AppendixShowing 400 of 503 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/MissionDesc0ESTABLISHED 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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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0426637
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340737805
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0355534
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Old Trail School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0355534
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/BoardDesignatedBalanceEOYPct00.01700
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt056249
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07504177
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030504
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08028507
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0355533
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0905608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07995825
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0137095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07504177
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0353000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-275743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08475935
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt030029
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07995825
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0629000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118861
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01845
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07643002
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0105667
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08475935
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0310000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01039111
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt026696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06461232
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0761966
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07643002
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0284000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0730500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0355534
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0450377
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01961525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Refundable advance
IRS990ScheduleD/OtherRevenueAmt0-56250
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.59600
IRS990ScheduleD/RevenueNotReportedAmt0394127
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0485737
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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 the Foundation are not classified as private foundations.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Loss on uncollectible accounts -56,250.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.38700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0355534
IRS990ScheduleD/TotalLiabilityAmt01961525
IRS990ScheduleD/TotalRevenuePerForm990Amt0485737
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0879864
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0355534
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0355534
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Spending Rule transfer
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Old Trail School
IRS990ScheduleI/RecipientTable/RecipientEIN0340737805
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 827
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bath
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0442100827
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0221840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0101478
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0John Farber
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Head of School
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0362191
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The Head of School retired as of 6/30/17 and was distributed his 457F plan assets for which actual payment was on 7/6/17. Plan assets of 457B plan were included in income for social security purposes in the 6/30/17 pay. The 457B plan assets still remain with TIAA.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS POSTED ON THE Old Trail School WEBSITE UNDER A RESTRICTED PORTAL FOR BOARD MEMBERS. THE TRUSTEES WILL BE INSTRUCTED TO VISIT THE PORTAL, REVIEW THE 990 AND DURING A SCHEDULED TELECONFERENCE VOTE TO ACCEPT OR REJECT THE 990 AS PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees are asked to sign new conflict of interest policy statements each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOSS ON UNCOLLECTIBLE ACCOUNTS -56,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 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/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Old Trail School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0340737805
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 827
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Bath
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0442100827
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,028,507
Liabilities
$1,961,525
Net assets
$6,066,982
Revenue
$485,737
Expenses
$355,534
Net income
$130,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.54$0.48$1.05
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.68$0.47$0.21
2022Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.72$0.45$0.26
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.58$0.43$0.15
2020Detailed filing. Detailed filing data is available for this year.$8.63$1.96$6.67$0.17$0.40$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.78$1.96$6.82$0.32$0.39$0.07
2018Detailed filing. Detailed filing data is available for this year.$8.70$1.96$6.74$1.47$0.35$1.12
2017Detailed filing. Detailed filing data is available for this year.$8.03$1.96$6.07$0.49$0.36$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.50$1.96$5.54$0.10$0.35$0.25
2015Detailed filing. Detailed filing data is available for this year.$8.00$1.96$6.03$0.51$0.63$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.48$1.96$6.51$0.76$0.31$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$1.96$5.68$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$1.96$4.50$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$1.96$4.80$0.26