Liabilities / Assets
37th percentile
Higher debt load relative to assets than 37% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.16x
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
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$10,085,444
Up $350,977 (+3.6%) from 2010
Net Assets
Up$8,489,960
Up $551,117 (+6.9%) from 2010
Liabilities
Down$1,595,484
Down $200,140 (-11%) from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$3,512,247
Up $344,650 (+11%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2010 to Aug 31, 2011
- Signed
- Jan 31, 2012
- Return Version
- 2010v3.7
- Gross Receipts
- $4,009,106
Mission and Program Overview
Mission
Oak farm montessori school's mission is to provide a montessori environment that inspires students to reach their potential through meaningful work. Oak farm provides an educational approach that frees the child's potential for self-development. This educational approach also guides each child according to individual capacity and need, permitting self development at a natural pace.
Filing and Contact Details
Filer
- EIN
- 35-2089006
Raw XML AppendixShowing 400 of 509 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/AccountsReceivable/EOY | 0 | 4200 |
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| IRS990/ActivityOrMissionDescription | 0 | OAK FARM SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL MONTESSORI DAY SCHOOL FOR STUDENTS IN EARLY CHILDHOOD THROUGH GRADE 8. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | PO Box 696 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Kendallville |
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| IRS990/Description | 0 | OAK FARM OFFERS MONTESSORI EDUCATION FOR CHILDREN AGED 3 MONTHS TO 8TH GRADE. ENROLLMENT FOR THE 2010-2011 YEAR WAS 200. OAK FARM IS COMMITTED TO TEACHING STUDENTS THE SKILLS THEY WILL NEED TO SUCCEED IN THE REAL WORLD AND ENABLE THEM TO ADAPT TO AN EVER-CHANGING SOCIETY. |
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| IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients | 1 | 155 |
| IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant | 0 | SCHOLARSHIPS |
| IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant | 1 | TUITION DISCOUNTS |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | SCHOLARSHIPS ARE MADE AVAILABLE THROUGH NEED. SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE FAMILY'S ACCOUNT. DISCOUNTS ARE AVAILABLE TO FAMILIES WITH MULTIPLE CHILDREN ATTENDING THE SCHOOL, EMPLOYEES OF OAK FARM, AND FAMILIES PAYING TUITION ANNUALLY. THESE DISCOUNTS ARE APPLIED AS A REDUCTION IN TUITION. |
| IRS990ScheduleI/Form990ScheduleIPartIV/Identifier | 0 | MONITORING THE USE OF GRANT FUNDS |
| IRS990ScheduleI/RecordsMaintained | 0 | true |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | false |
| IRS990ScheduleJ/BoardOrCommitteeApproval | 0 | X |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | false |
| IRS990ScheduleJ/CompensationCommittee | 0 | X |
| IRS990ScheduleJ/CompensationSurvey | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | false |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 120082 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 35000 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | Judith Cunningham |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 4781 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 159863 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/InitialContractException | 0 | false |
| IRS990/ScheduleJRequired | 0 | true |
| IRS990ScheduleJ/SeverancePayment | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | false |
| IRS990ScheduleJ/WrittenEmploymentContract | 0 | X |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | Judith Cunningham and Lauren Moyer are also employees of the school. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | The committees are not authorized to act on behalf of the board. They are advisory committees only. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE CHIEF FINANCIAL OFFICER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM a thorough review of the form 990 AND RELATED SCHEDULES. the fORM 990 is supplied to the board AND THEY ARE GIVEN THREE WEEKS TO REVIEW THE FORM. AFTER THE BOARD APPROVES THE RETURN, IT IS SUBMITTED TO THE IRS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS SENT TO BOARD MEMBERS. THE CHIEF FINANCIAL OFFICER REVIEWS THE ANNUAL BOARD OF DIRECTORS QUESTIONNAIRES AND CONTACTS THE BOARD PRESIDENT IF THERE ARE ANY ISSUES WITH THE RESPONSES. MATERIALITY AND THE MANNER OF DEALING WITH THE CONFLICT ARE DETERMINED BY THE PRESIDENT. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | AN EXECUTIVE COMPENSATION Policy WAS adopted in July 2009 that provides for a complete process of compensation review. THE POLICY INCLUDES A Comparability study WHICH PULLS information from compensation surveys from Independent School Management, National American Montessori Teachers AssocIATION, AND American MontesSori Society. THE REVIEW IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE ALL available upon request. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | UNREALIZED GAIN/LOSS ON INVESTMENTS: $95,926 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Part VI, Question 1b |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $10,085,444
- Liabilities
- $1,595,484
- Net assets
- $8,489,960
- Revenue
- -
- Expenses
- $3,512,247
- Net income
- -