Civic Intelligence

Oak Trails School Inc.

990T • Fiscal year 2021 • EIN 38-3419653

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 13, 2021

Organization ProfileWWW.OAKTRAILS.ORG
7227 Oak Tree CTCanton, MI 48187

(734) 662-8016

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

Latest loaded filing

2025

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

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

Latest loaded filing

2025

Revenue$128,142
Expenses$129,768
Net Income-$1,626
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 13, 2021
Return Version
2020v1.0
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.

Filing and Contact Details

Filer

Filer Name
Oak Trails School Inc
EIN
38-3419653
Phone
7346628016
Address
7227 OAK TREE CT, CANTON, MI 48187

Signing Officer

Name
Heidi Knab
Title
President
Phone
7346628016
Signed
2021-10-13

Preparer

Firm
Spa Associates LLC
Address
9357 GENERAL DR STE 119, PLYMOUTH, MI 48170
Preparer
Richard Burrous
Phone
7344537958
Raw XML Appendix84 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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IRS990T/BalanceDueAmt058
IRS990T/BooksInCareOfDetail/PersonNm0NANETTE GLENCER
IRS990T/BooksInCareOfDetail/PhoneNum07346628016
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt07227 OAK TREE CT
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CANTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd048187
IRS990T/BookValueAssetsEOYAmt0310340
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
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IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
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IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt06727 WARREN RD
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0ANN ARBOR
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0MI
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IRS990TScheduleA/RepairsAndMaintenanceAmt0996
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IRS990TScheduleA/TaxesAndLicensesAmt01141
IRS990TScheduleA/TotalDeductionsAmt03726
IRS990TScheduleA/TotalDepreciationAmt01589
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt01274
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01274
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IRS990T/TaxableCorporationAmt058
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI KNAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07346628016
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK TRAILS SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0383419653
ReturnHeader/Filer/PhoneNum07346628016
ReturnHeader/Filer/USAddress/AddressLine1Txt07227 OAK TREE CT
ReturnHeader/Filer/USAddress/CityNm0CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048187
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814639364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPA ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09357 GENERAL DR STE 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048170
ReturnHeader/PreparerPersonGrp/PhoneNum07344537958
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD BURROUS
ReturnHeader/ReturnTs02021-11-10T13:44:46-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEIDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNAB
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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