Civic Intelligence

Old Trail School Foundation

990 • Fiscal year 2021 • EIN 34-1664787

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

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

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

71st percentile

26%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$275,092

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 47.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

237%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,301,316

Up $1,670,188 (+19%) from 2020

Net Assets

Up

$10,301,316

Up $3,631,712 (+54%) from 2020

Liabilities

Down

$0

Down $1,961,524 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin71st percentile

Revenue

Up

$578,825

Up $406,867 (+237%) from 2020

Expenses

Up

$428,872

Up $29,679 (+7.4%) from 2020

Net Income

Up

$149,953

Up $377,188 (+166%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2021

Assets$10,301,316
Liabilities$0
Net Assets$10,301,316
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$578,825
Expenses$428,872
Net Income$149,953
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.2
Gross Receipts
$1,792,340
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$8,334,761$9,919,269▲ $1,584,508
Savings and Temporary Cash Investments$159,491$333,067▲ $173,576
Pledges and Grants Receivable$109,648$33,640▼ $76,008
Total Assets$8,631,128$10,301,316▲ $1,670,188
Other Assets Total$27,228$15,340▼ $11,888
Liabilities
Other Liabilities$1,961,524$0▼ $1,961,524
Total Liabilities$1,961,524$0▼ $1,961,524
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,520,833$10,123,045▲ $3,602,212
Net Assets Without Donor Restrictions$148,771$178,271▲ $29,500
Total Net Assets Fund Balance$6,669,604$10,301,316▲ $3,631,712
Total Liabilities and Net Assets / Fund Balance$8,631,128$10,301,316▲ $1,670,188

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$8,482,358$155,661▲ $2,051,566-$10,301,315
2019$8,634,881$30,609▲ $180,260-$8,482,358
2018$8,550,903$15,198▲ $428,173-$8,634,881
2017$7,890,096$456,544▲ $556,875-$8,550,903
2016$7,371,654$30,504▲ $899,720-$7,890,096
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Meeta NosratiCFO$137,159$137,159

Board Members and Trustees

NameTitle
Thomas MandelPresident
Andrew HardingTrustee
Bob BerkTrustee
Jonathon PavloffTrustee
Robert SuttonTrustee
Stephen ArcherTrustee
Thomas H Eaton IiiTrustee
Sarah JohnstonHead of School
Revenue and Support

Revenue Composition

Contributions and Grants
$6,891
Program Service Revenue
$0
Investment Income
$571,934
Other Revenue
$0
All Other Contributions
$6,891
Change in Net Assets
$149,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$538,223
Revenue Not Reported on Financial Statements
$40,602
Revenue Not Reported on Form 990
$1,520,234
Total Revenue per Audited Statements
$2,058,457
Total Revenue per Form 990
$578,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$388,270
Other Expenses$40,602
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$388,270--$388,270
Fees for Service Investment Mgmnt Fees-$40,602-$40,602
Total Functional Expenses$388,270$40,602$0$428,872

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$428,872
Expenses per Audited Statements$388,270
Total Expenses per Audited Statements$388,270
Expenses Not Reported on Financial Statements$40,602
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Old Trail SchoolBath, OH501(c)(3)Spending Rule Transfer$388,270
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
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
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
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 by using email 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
Headmaster
Phone
3306661118
Signed
2022-05-10
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:

“Refundable advance adjustment 1,961,525.”

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.”

Schedule D, Part V

“The foundation's objective is to maintain the endowment assets held in perpetuity as well as to provide additional real growth through new gifts and investment returns. Funds appropriated for expenditure are to be distributed to the school on a quarterly basis as designated in its investment spending policy.”

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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/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0333067
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0388270
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OLD TRAIL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0388270
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/BoardDesignatedBalanceEOYPct00.01730
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08482358
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0155661
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010301315
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02051566
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08634881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030609
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08482358
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0180260
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08550903
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08550903
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0556875
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt056249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07371654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt030504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07890096
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0355533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0899720
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt040602
IRS990ScheduleD/ExpensesSubtotalAmt0388270
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt040602
IRS990ScheduleD/InvestmentExpensesNotIncldAmt040602
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01520234
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47180
IRS990ScheduleD/RevenueNotReportedAmt01520234
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt040602
IRS990ScheduleD/RevenueSubtotalAmt0538223
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/ExplanationTxt1THE FOUNDATION'S OBJECTIVE IS TO MAINTAIN THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURNS. FUNDS APPROPRIATED FOR EXPENDITURE ARE TO BE DISTRIBUTED TO THE SCHOOL ON A QUARTERLY BASIS AS DESIGNATED IN ITS INVESTMENT SPENDING POLICY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART V
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.51090
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0428872
IRS990ScheduleD/TotalRevenuePerForm990Amt0578825
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02058457
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0388270
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0388270
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/ExplanationTxt0THREE OF THE SEVEN 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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0214964
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016041
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt033339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SARAH JOHNSTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEAD OF SCHOOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0275092
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE OLD TRAIL SCHOOL BOARD OF TRUSTEES IN CONSULTATION WITH INDEPENDENT CONSULTANTS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 BY USING EMAIL 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/ExplanationTxt3REFUNDABLE ADVANCE ADJUSTMENT 1,961,525.
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/GiftGrntCapContriFromOthOrgInd00
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
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0388270
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,301,316
Liabilities
$0
Net assets
$10,301,316
Revenue
$578,825
Expenses
$428,872
Net income
$149,953
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