Civic Intelligence

Oak Trails School Inc

EIN 38-3419653 • 501(c)3 • Ann Arbor, MI

Profile

Oak trails school is a montessori school which offers before and aftercare and summer camp in addition to the academic programs offered during the academic year for its students taught by approximately 4 instructors.

6727 Warren RdAnn Arbor, MI 48105

www.oaktrails.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

1.09x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$48,720

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 38.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$421,715

Down $4,081 (-1.0%) from 2024

Liabilities

Up

$140,046

Up $5,545 (+4.1%) from 2024

Net Assets

Down

$281,669

Down $9,626 (-3.3%) from 2024

Operations
Liabilities / Revenue95th percentileNet Margin42nd percentile

Revenue

Down

$128,142

Down $31,293 (-20%) from 2024

Expenses

Up

$129,768

Up $8,191 (+6.7%) from 2024

Net Income

Down

-$1,626

Down $39,484 (-104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $56,289Liabilities 2011: $2,793Net Assets 2011: $53,4962011Assets 2012: $79,166Liabilities 2012: $2,504Net Assets 2012: $76,6622012Assets 2013: $90,271Liabilities 2013: $2,963Net Assets 2013: $87,3082013Assets 2014: $61,799Liabilities 2014: $2,760Net Assets 2014: $59,0392014Assets 2015: $62,808Liabilities 2015: $2,840Net Assets 2015: $59,9682015Assets 2016: $62,254Liabilities 2016: $3,144Net Assets 2016: $59,1102016Assets 2017: $31,638Liabilities 2017: $3,330Net Assets 2017: $28,3082017Assets 2018: $63,870Liabilities 2018: $1,874Net Assets 2018: $61,9962018Assets 2019: $102,156Liabilities 2019: $2,295Net Assets 2019: $99,8612019Assets 2020: $62,420Liabilities 2020: $1,555Net Assets 2020: $60,8652020Assets 2021: $310,340Liabilities 2021: $134,563Net Assets 2021: $175,7772021Assets 2022: $338,627Liabilities 2022: $134,426Net Assets 2022: $204,2012022Assets 2023: $394,691Liabilities 2023: $134,871Net Assets 2023: $259,8202023Assets 2024: $425,796Liabilities 2024: $134,501Net Assets 2024: $291,2952024Assets 2025: $421,715Liabilities 2025: $140,046Net Assets 2025: $281,6692025

Highlighted filing

2025

Assets$421,715
Liabilities$140,046
Net Assets$281,669
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $137,358Expenses 2011: $121,666Net Income 2011: $15,6922011Expenses 2012: $133,9422012Revenue 2013: $150,194Expenses 2013: $139,548Net Income 2013: $10,6462013Revenue 2014: $115,811Expenses 2014: $144,080Net Income 2014: -$28,2692014Revenue 2015: $151,912Expenses 2015: $150,983Net Income 2015: $9292015Revenue 2016: $145,082Expenses 2016: $145,940Net Income 2016: -$8582016Revenue 2017: $114,173Expenses 2017: $144,975Net Income 2017: -$30,8022017Revenue 2018: $125,787Expenses 2018: $92,099Net Income 2018: $33,6882018Revenue 2019: $144,629Expenses 2019: $106,764Net Income 2019: $37,8652019Revenue 2020: $60,125Expenses 2020: $99,121Net Income 2020: -$38,9962020Revenue 2021: $219,849Expenses 2021: $104,937Net Income 2021: $114,9122021Revenue 2022: $143,032Expenses 2022: $108,620Net Income 2022: $34,4122022Revenue 2023: $175,356Expenses 2023: $112,606Net Income 2023: $62,7502023Revenue 2024: $159,435Expenses 2024: $121,577Net Income 2024: $37,8582024Revenue 2025: $128,142Expenses 2025: $129,768Net Income 2025: -$1,6262025

Highlighted filing

2025

Revenue$128,142
Expenses$129,768
Net Income-$1,626
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,715
Liabilities
$140,046
Net assets
$281,669
Revenue
$128,142
Expenses
$129,768
Net income
-$1,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.22$1.40$2.82$1.28$1.30$0.02
2024Detailed filing. Detailed filing data is available for this year.$4.26$1.35$2.91$1.59$1.22$0.38
2023Detailed filing. Detailed filing data is available for this year.$3.95$1.35$2.60$1.75$1.13$0.63
2022Detailed filing. Detailed filing data is available for this year.$3.39$1.34$2.04$1.43$1.09$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.10$1.35$1.76$2.20$1.05$1.15
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.61$0.60$0.99$0.39
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$1.45$1.07$0.38
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$1.26$0.92$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.28$1.14$1.45$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.03$0.59$1.45$1.46$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.03$0.60$1.52$1.51$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.03$0.59$1.16$1.44$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.03$0.87$1.50$1.40$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.03$0.77$1.34
2011Summary only. Only limited summary data is available for this year.$0.56$0.03$0.53$1.37$1.22$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.0
Gross Receipts
$128,142
Mission and Program Overview

Mission

Oak trails school is a montessori school which offers before and aftercare and summer camp in addition to the academic programs offered during the academic year for its students taught by approximately 4 instructors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$216,138$210,879▼ $5,259
Savings and Temporary Cash Investments-$153,391-
Cash and Non-Interest-Bearing Accounts$209,658$39,126▼ $170,532
Total Assets$425,796$421,715▼ $4,081
Other Assets Total-$18,319-
Liabilities
Unsecured Notes Loans Payable$132,000$140,000▲ $8,000
Accounts Payable and Accrued Expenses$2,501$46▼ $2,455
Total Liabilities$134,501$140,046▲ $5,545
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$291,295$281,669▼ $9,626
Total Net Assets Fund Balance$291,295$281,669▼ $9,626
Total Liabilities and Net Assets / Fund Balance$425,796$421,715▼ $4,081

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$175,758$43,015$218,773
Land$35,000-$35,000
Leasehold Improvements$121$1,336$1,457
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Heidi KnabPresidentFT$48,720$48,720
Nanette GlencerSecretary-$627$627

Board Members and Trustees

NameTitle
Jenna SendraVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$118,652
Investment Income
$2,390
Other Revenue
$6,600
All Other Contributions
$500
Change in Net Assets
$-1,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$89,643
Other Expenses$40,125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,347--$49,347
Other Salaries and Wages$28,306--$28,306
Occupancy$25,978--$25,978
Payroll Taxes$5,958--$5,958
Other Employee Benefits$4,570--$4,570
Insurance$4,569--$4,569
Depreciation Depletion$3,287--$3,287
Information Technology$1,767--$1,767
Pension Plan Contributions$1,462--$1,462
Fees for Services Accounting-$951-$951
Office Expenses$599--$599
Conferences and Meetings$316--$316
Advertising$67--$67
Other Expenses$-655--$-655
Total Functional Expenses$128,817$951$0$129,768
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The nondiscrimination policy and other policies are available to the general public through the school's website and printed literature.”

Filing and Contact Details

Filer

Filer Name
Oak Trails School Inc
EIN
38-3419653
Phone
7346628016
Address
6727 WARREN RD, ANN ARBOR, MI 48105

Signing Officer

Name
Heidi Knab
Title
President
Phone
7346628016
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Knab
Formed
1956
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
0
Employees
5

Preparer

Firm
Spa Associates LLC
Address
39555 ORCHARD HILL PLACE STE 130, NOVI, MI 48375
Preparer
Siva Annadi
Phone
7344537958
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“All revenue are derived for the primary purpose of this organization which is to provide montessori school instruction to the preprimary level and in the kindergarten through six grade level.”

Raw XML Appendix320 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.

Path#Value
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IRS990/IRPDocumentCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL REVENUE ARE DERIVED FOR THE PRIMARY PURPOSE OF THIS ORGANIZATION WHICH IS TO PROVIDE MONTESSORI SCHOOL INSTRUCTION TO THE PREPRIMARY LEVEL AND IN THE KINDERGARTEN THROUGH SIX GRADE LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE NONDISCRIMINATION POLICY AND OTHER POLICIES ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH THE SCHOOL'S WEBSITE AND PRINTED LITERATURE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0140000
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IRS990/USAddress/AddressLine1Txt06727 WARREN ROAD
IRS990/USAddress/CityNm0ANN ARBOR
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048105
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.OAKTRAILS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI KNAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07346628016
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK TRAILS SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0383419653
ReturnHeader/Filer/PhoneNum07346628016
ReturnHeader/Filer/USAddress/AddressLine1Txt06727 WARREN RD
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
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ReturnHeader/Filer/USAddress/ZIPCd048105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814639364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPA ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039555 ORCHARD HILL PLACE STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048375
ReturnHeader/PreparerPersonGrp/PhoneNum07344537958
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIVA ANNADI
ReturnHeader/ReturnTs02026-02-27T15:44:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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