Civic Intelligence

Oaktree Academy Inc

EIN 46-5611781 • 501(c)3 • Ludington, MI

Profile

Oaktree academy's purpose is to receive and administer funds exclusively for educational purposes and to organize and operate a day care center in ludington, michigan with an educational foundation.

6498 W Decker RoadLudington, MI 49431

www.oaktree-academy.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,657,915

Up $417,552 (+34%) from 2024

Liabilities

Up

$35,125

Up $639 (+1.9%) from 2024

Net Assets

Up

$1,622,790

Up $416,913 (+35%) from 2024

Operations
Liabilities / Revenue36th percentileNet Margin79th percentile

Revenue

Up

$1,526,293

Up $550,737 (+56%) from 2024

Expenses

Up

$1,109,380

Up $103,347 (+10%) from 2024

Net Income

Up

$416,913

Up $447,390 (+1468%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $43,164Liabilities 2014: $1,0212014Assets 2015: $178,794Liabilities 2015: $32,810Net Assets 2015: $145,9842015Assets 2016: $173,385Liabilities 2016: $35,847Net Assets 2016: $137,5382016Assets 2017: $159,809Liabilities 2017: $43,536Net Assets 2017: $116,2732017Assets 2018: $179,389Liabilities 2018: $37,978Net Assets 2018: $141,4112018Assets 2019: $303,454Liabilities 2019: $52,964Net Assets 2019: $250,4902019Assets 2020: $366,152Liabilities 2020: $32,653Net Assets 2020: $333,4992020Assets 2021: $631,471Liabilities 2021: $119,592Net Assets 2021: $511,8792021Assets 2022: $1,291,111Liabilities 2022: $107,047Net Assets 2022: $1,184,0642022Assets 2023: $1,272,890Liabilities 2023: $36,536Net Assets 2023: $1,236,3542023Assets 2024: $1,240,363Liabilities 2024: $34,486Net Assets 2024: $1,205,8772024Assets 2025: $1,657,915Liabilities 2025: $35,125Net Assets 2025: $1,622,7902025

Highlighted filing

2025

Assets$1,657,915
Liabilities$35,125
Net Assets$1,622,790
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $50,002Expenses 2014: $7,859Net Income 2014: $42,1432014Revenue 2015: $731,563Expenses 2015: $627,722Net Income 2015: $103,8412015Revenue 2016: $697,845Expenses 2016: $706,291Net Income 2016: -$8,4462016Revenue 2017: $667,664Expenses 2017: $686,258Net Income 2017: -$18,5942017Revenue 2018: $663,318Expenses 2018: $638,180Net Income 2018: $25,1382018Revenue 2019: $724,197Expenses 2019: $615,068Net Income 2019: $109,1292019Revenue 2020: $753,282Expenses 2020: $670,273Net Income 2020: $83,0092020Revenue 2021: $977,964Expenses 2021: $799,584Net Income 2021: $178,3802021Revenue 2022: $1,551,843Expenses 2022: $879,659Net Income 2022: $672,1842022Revenue 2023: $1,012,989Expenses 2023: $960,699Net Income 2023: $52,2902023Revenue 2024: $975,556Expenses 2024: $1,006,033Net Income 2024: -$30,4772024Revenue 2025: $1,526,293Expenses 2025: $1,109,380Net Income 2025: $416,9132025

Highlighted filing

2025

Revenue$1,526,293
Expenses$1,109,380
Net Income$416,913
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,657,915
Liabilities
$35,125
Net assets
$1,622,790
Revenue
$1,526,293
Expenses
$1,109,380
Net income
$416,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.04$1.62$1.53$1.11$0.42
2024Summary only. Only limited summary data is available for this year.$1.24$0.03$1.21$0.98$1.01$0.03
2023Summary only. Only limited summary data is available for this year.$1.27$0.04$1.24$1.01$0.96$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.11$1.18$1.55$0.88$0.67
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.12$0.51$0.98$0.80$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.03$0.33$0.75$0.67$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.05$0.25$0.72$0.62$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.04$0.14$0.66$0.64$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.04$0.12$0.67$0.69$0.02
2016Summary only. Only limited summary data is available for this year.$0.17$0.04$0.14$0.70$0.71$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.15$0.73$0.63$0.10
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.05$0.01$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Gross Receipts
$1,526,293
Mission and Program Overview

Mission

Oaktree academys purpose is to receive and administer funds exclusively for educational purposes and to organize and operate a day care center in ludington, michigan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,039,806$1,393,224▲ $353,418
Cash and Non-Interest-Bearing Accounts$159,626$215,804▲ $56,178
Accounts Receivable$40,931$48,887▲ $7,956
Total Assets$1,240,363$1,657,915▲ $417,552
Liabilities
Accounts Payable and Accrued Expenses$34,486$35,125▲ $639
Total Liabilities$34,486$35,125▲ $639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,205,877$1,622,790▲ $416,913
Total Net Assets Fund Balance$1,205,877$1,622,790▲ $416,913
Total Liabilities and Net Assets / Fund Balance$1,240,363$1,657,915▲ $417,552

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,175,676$109,254-
Other Land Buildings$205,304$47,163-
Equipment$12,244$66,854-
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
John WilsonPresident
Anita WilsonVice President
Lisa CooperExec Directorsec
Lynne RussellTreasurersecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$360,825
Program Service Revenue
$1,157,947
Investment Income
$6,946
Other Revenue
$575
Change in Net Assets
$416,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,526,293
Total Revenue per Audited Statements
$1,526,293
Total Revenue per Form 990
$1,526,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$819,188
Other Expenses$290,192
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$677,856$75,317-$753,173
Other Employee Benefits$59,414$6,601-$66,015
Depreciation Depletion$45,003--$45,003
All Other Expenses$39,631$219-$39,850
Occupancy$28,217$3,135-$31,352
Fees for Services Other$19,946--$19,946
Insurance$14,715$1,635-$16,350
Office Expenses$7,087$787-$7,874
Other Expenses$5,991$665-$6,656
Advertising$1,253--$1,253
Travel$633--$633
Interest-$158-$158
Total Functional Expenses$1,020,501$88,879$0$1,109,380

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,109,380
Total Expenses per Audited Statements$1,109,380
Total Expenses per Form 990$1,109,380
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
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is prepared by an external accountant and given to the board treasurer to review before it is filed.”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oaktree Academy Inc
EIN
46-5611781
In Care Of
% LYNNE RUSSELL
Address
6498 W DECKER ROAD, Ludington, MI 49431

Signing Officer

Name
Lynne Russell
Title
Treasurersecretary
Phone
2318438593
Signed
2026-01-07
Discuss with paid preparer
No

Organization Details

Formed
2014
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Lake Michigan CPA Services PLC
Address
317 S James Street, Ludington, MI 49431
Preparer
Sarah Kanitz
Phone
2318434085
Raw XML Appendix358 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034486
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt035125
IRS990/AccountsReceivableGrp/BOYAmt040931
IRS990/AccountsReceivableGrp/EOYAmt048887
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OAKTREE ACADEMYS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND TO ORGANIZE AND OPERATE A DAY CARE CENTER IN LUDINGTON, MICHIGAN.
IRS990/AdvertisingGrp/ProgramServicesAmt01253
IRS990/AdvertisingGrp/TotalAmt01253
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0219
IRS990/AllOtherExpensesGrp/ProgramServicesAmt039631
IRS990/AllOtherExpensesGrp/TotalAmt039850
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LYNNE RUSSELL
IRS990/BooksInCareOfDetail/PhoneNum02318438593
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06498 W DECKER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0Ludington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049431
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0159626
IRS990/CashNonInterestBearingGrp/EOYAmt0215804
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0360825
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06946
IRS990/CYOtherExpensesAmt0290192
IRS990/CYOtherRevenueAmt0575
IRS990/CYProgramServiceRevenueAmt01157947
IRS990/CYRevenuesLessExpensesAmt0416913
IRS990/CYSalariesCompEmpBnftPaidAmt0819188
IRS990/CYTotalExpensesAmt01109380
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01526293
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt045003
IRS990/DepreciationDepletionGrp/TotalAmt045003
IRS990/Desc0PROVIDING WHOLE FAMILY SUCCESS THROUGH HIGH QUALITY CHILD CARE SERVICES IN ENRICHING ENVIRONMENTS WHERE CHILDREN GROW INTO LIFELONG LERNERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01020501
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt019946
IRS990/FeesForServicesOtherGrp/TotalAmt019946
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANITA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LYNNE RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm3LISA COOPER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURERSECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXEC DIRECTORSEC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt0360825
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01526293
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01635
IRS990/InsuranceGrp/ProgramServicesAmt014715
IRS990/InsuranceGrp/TotalAmt016350
IRS990/InterestGrp/ManagementAndGeneralAmt0158
IRS990/InterestGrp/TotalAmt0158
IRS990/InvestmentIncomeGrp/ExclusionAmt06946
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06946
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0223271
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01039806
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01393224
IRS990/LandBldgEquipCostOrOtherBssAmt01616495
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OAKTREE ACADEMYS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND TO ORGANIZE AND OPERATE A DAY CARE CENTER IN LUDINGTON, MICHIGAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01205877
IRS990/NetAssetsOrFundBalancesEOYAmt01622790
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01205877
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01622790
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03135
IRS990/OccupancyGrp/ProgramServicesAmt028217
IRS990/OccupancyGrp/TotalAmt031352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0787
IRS990/OfficeExpensesGrp/ProgramServicesAmt07087
IRS990/OfficeExpensesGrp/TotalAmt07874
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06601
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059414
IRS990/OtherEmployeeBenefitsGrp/TotalAmt066015
IRS990/OtherExpensesGrp/Desc0FOOD AND KITCHEN EXPENSE
IRS990/OtherExpensesGrp/Desc1SUPPLIES SMALL EQUIPMENT
IRS990/OtherExpensesGrp/Desc2CLEANING AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TELEPHONE AND COMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0362
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1665
IRS990/OtherExpensesGrp/ProgramServicesAmt097262
IRS990/OtherExpensesGrp/ProgramServicesAmt120235
IRS990/OtherExpensesGrp/ProgramServicesAmt23258
IRS990/OtherExpensesGrp/ProgramServicesAmt35991
IRS990/OtherExpensesGrp/TotalAmt097262
IRS990/OtherExpensesGrp/TotalAmt120235
IRS990/OtherExpensesGrp/TotalAmt23620
IRS990/OtherExpensesGrp/TotalAmt36656
IRS990/OtherRevenueMiscGrp/BusinessCd0624410
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0575
IRS990/OtherRevenueTotalAmt0575
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075317
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0677856
IRS990/OtherSalariesAndWagesGrp/TotalAmt0753173
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND ENROLLMENT
IRS990/ProgramServiceRevenueGrp/Desc1FOOD REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01117394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01117394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140553
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04850
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt073
IRS990/PYOtherExpensesAmt0252670
IRS990/PYOtherRevenueAmt0174
IRS990/PYProgramServiceRevenueAmt0970459
IRS990/PYRevenuesLessExpensesAmt0-30477
IRS990/PYSalariesCompEmpBnftPaidAmt0753363
IRS990/PYTotalExpensesAmt01006033
IRS990/PYTotalRevenueAmt0975556
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0416913
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0360825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0713703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt071423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01221016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07666
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99380
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt01221016
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0360825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0713703
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071423
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01221016
IRS990ScheduleA/TotalSupportAmt01228682
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01175676
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0109254
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01284930
IRS990ScheduleD/EquipmentGrp/BookValueAmt012244
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066854
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt079098
IRS990ScheduleD/ExpensesSubtotalAmt01109380
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0205304
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt047163
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0252467
IRS990ScheduleD/RevenueSubtotalAmt01526293
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01393224
IRS990ScheduleD/TotalExpensesPerForm990Amt01109380
IRS990ScheduleD/TotalRevenuePerForm990Amt01526293
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01526293
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01109380
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN EXTERNAL ACCOUNTANT AND GIVEN TO THE BOARD TREASURER TO REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01240363
IRS990/TotalAssetsEOYAmt01657915
IRS990/TotalAssetsGrp/BOYAmt01240363
IRS990/TotalAssetsGrp/EOYAmt01657915
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0360825
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088879
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01020501
IRS990/TotalFunctionalExpensesGrp/TotalAmt01109380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034486
IRS990/TotalLiabilitiesEOYAmt035125
IRS990/TotalLiabilitiesGrp/BOYAmt034486
IRS990/TotalLiabilitiesGrp/EOYAmt035125
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01205877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01622790
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01020501
IRS990/TotalProgramServiceRevenueAmt01157947
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06946
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01158522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01526293
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01240363
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01657915
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0633
IRS990/TravelGrp/TotalAmt0633
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.OAKTREE-ACADEMY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURERSECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02318438593
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKTREE ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0465611781
ReturnHeader/Filer/InCareOfNm0% LYNNE RUSSELL
ReturnHeader/Filer/USAddress/AddressLine1Txt06498 W DECKER ROAD
ReturnHeader/Filer/USAddress/CityNm0Ludington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049431
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203668728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lake Michigan CPA Services PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 S James Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ludington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049431
ReturnHeader/PreparerPersonGrp/PhoneNum02318434085
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH KANITZ
ReturnHeader/ReturnTs02026-01-07T14:59:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.