Civic Intelligence

Old Trail School Foundation

990 • Fiscal year 2023 • EIN 34-1664787

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 11, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$285,950

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-5.1%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,039,703

Up $1,359,967 (+16%) from 2022

Net Assets

Up

$10,039,703

Up $1,359,967 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin83rd percentile

Revenue

Down

$679,415

Down $36,394 (-5.1%) from 2022

Expenses

Up

$474,033

Up $21,360 (+4.7%) from 2022

Net Income

Down

$205,382

Down $57,754 (-22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2023

Assets$10,039,703
Liabilities$0
Net Assets$10,039,703
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$679,415
Expenses$474,033
Net Income$205,382
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 11, 2024
Return Version
2022v5.0
Gross Receipts
$3,868,350
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$8,330,031$9,876,199▲ $1,546,168
Savings and Temporary Cash Investments$213,819$110,014▼ $103,805
Pledges and Grants Receivable$73,248$30,583▼ $42,665
Total Assets$8,679,736$10,039,703▲ $1,359,967
Other Assets Total$62,638$22,907▼ $39,731
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,531,539$8,885,847▲ $354,308
Net Assets Without Donor Restrictions$148,197$1,153,856▲ $1,005,659
Total Net Assets Fund Balance$8,679,736$10,039,703▲ $1,359,967
Total Liabilities and Net Assets / Fund Balance$8,679,736$10,039,703▲ $1,359,967

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$8,679,735$957,916▲ $836,186$5,500$10,039,703
2021$10,301,315$105,180▼ $1,317,822-$8,679,735
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
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Meeta NosratiChief Financial Officer$148,206$148,206

Board Members and Trustees

NameTitle
Thomas MandelPresident
Andrew HardingTrustee
Bob BerkTrustee
Matthew McginnesTrustee
Robert SuttonTrustee
Stephen ArcherTrustee
Thomas H Eaton IiiTrustee
W Joseph VogelAssociate Head of School
Sarah JohnstonHead of School
Revenue and Support

Revenue Composition

Contributions and Grants
$65,916
Program Service Revenue
$0
Investment Income
$613,499
Other Revenue
$0
All Other Contributions
$65,916
Change in Net Assets
$205,382

Audited Revenue Reconciliation

Revenue per Audited Statements
$639,516
Revenue Not Reported on Financial Statements
$39,899
Revenue Not Reported on Form 990
$262,585
Total Revenue per Audited Statements
$902,101
Total Revenue per Form 990
$679,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$428,634
Other Expenses$45,399
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$428,634--$428,634
Fees for Service Investment Mgmnt Fees-$39,899-$39,899
Other Expenses-$5,500-$5,500
Total Functional Expenses$428,634$45,399$0$474,033

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$474,033
Expenses per Audited Statements$434,134
Total Expenses per Audited Statements$434,134
Expenses Not Reported on Financial Statements$39,899
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Old Trail SchoolBath, OH501(c)(3)Spending Rule Transfer$428,634
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
2024-04-11
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
4020 KINROSS LAKES PARKWAY SUITE, 300, RICHFIELD, OH 44286
Preparer
Bridgette Mugge
Phone
3308646661
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“TRANSFERS 892,000.”

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 not-for-profit organizations that are 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. The organization follows guidance issued by the financial accounting standards board (fasb) on accounting for income taxes and has evaluated its tax positions, expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings, and believes that no provision for income taxes is necessary to cover any uncertain tax positions. The organization's return for tax years 2019 and later remain subject to examination by taxing authorities.”

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/PYInvestmentIncomeAmt0610629
IRS990/PYOtherExpensesAmt043735
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportOtherAssetsInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0428634
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OLD TRAIL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.11490
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0428634
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0836186
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010301315
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08679735
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08482358
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010301315
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02051566
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08550903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015198
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08634881
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0359393
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0428173
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt039899
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0262585
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.53100
IRS990ScheduleD/RevenueNotReportedAmt0262585
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039899
IRS990ScheduleD/RevenueSubtotalAmt0639516
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL AND FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE 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. THE ORGANIZATION FOLLOWS GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ON ACCOUNTING FOR INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS, AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY TO COVER ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURN FOR TAX YEARS 2019 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
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/TermEndowmentBalanceEOYPct00.35410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0474033
IRS990ScheduleD/TotalRevenuePerForm990Amt0679415
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0902101
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0434134
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0428634
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0218976
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1145251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17330
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt115461
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SARAH JOHNSTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1W JOSEPH VOGEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEAD OF SCHOOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSOCIATE HEAD OF SCHOOL
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1168180
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/ExplanationTxt3TRANSFERS 892,000.
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,039,703
Liabilities
$0
Net assets
$10,039,703
Revenue
$679,415
Expenses
$474,033
Net income
$205,382
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