Civic Intelligence

Oaktree Academy Inc.

990 • Fiscal year 2015 • EIN 46-5611781

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

Organization ProfileWWW.OAKTREE-ACADEMY.COM
6498 W Decker RoadLudington, MI 49431

(231) 845-0220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.18x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

65th percentile

$48,652

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

98th percentile

314%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

1363%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$178,794

Up $135,630 (+314%) from 2014

Net Assets

$145,984

No earlier filing loaded for comparison.

Liabilities

Up

$32,810

Up $31,789 (+3114%) from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin72nd percentile

Revenue

Up

$731,563

Up $681,561 (+1363%) from 2014

Expenses

Up

$627,722

Up $619,863 (+7887%) from 2014

Net Income

Up

$103,841

Up $61,698 (+146%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$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

2015

Assets$178,794
Liabilities$32,810
Net Assets$145,984
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

2015

Revenue$731,563
Expenses$627,722
Net Income$103,841
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$734,445
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$139,277-
Cash and Non-Interest-Bearing Accounts$43,164$27,993▼ $15,171
Prepaid Expenses and Deferred Charges-$5,874-
Accounts Receivable-$5,650-
Total Assets$43,164$178,794▲ $135,630
Liabilities
Other Liabilities$951$28,471▲ $27,520
Accounts Payable and Accrued Expenses$70$4,339▲ $4,269
Total Liabilities$1,021$32,810▲ $31,789
Net Assets / Fund Balance
Unrestricted Net Assets$42,143$145,984▲ $103,841
Total Net Assets Fund Balance$42,143$145,984▲ $103,841
Total Liabilities and Net Assets / Fund Balance$43,164$178,794▲ $135,630

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$95,904$2,040$97,944
Equipment$43,373$5,147$48,520
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa CooperExec. DirectFT$48,652$48,652

Board Members and Trustees

NameTitle
John WilsonPresident
Lynne RussellTreasurer
Anita WilsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$413,630
Program Service Revenue
$314,584
Investment Income
$34
Other Revenue
$3,315
All Other Contributions
$413,630
Change in Net Assets
$103,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$461,149
Other Expenses$166,573
Total Fundraising Expense$9,007
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$438,064$14,930$2,635$455,629
Occupancy$26,668$11,332$2,000$40,000
Office Expenses$2,919$15,135$2,650$20,704
Other Expenses$8,635$3,669$648$12,952
All Other Expenses$8,043$2,595$378$11,016
Depreciation Depletion$4,791$2,036$360$7,187
Insurance$4,255$1,808$319$6,382
Other Employee Benefits$5,520--$5,520
Fees for Services Legal-$1,136-$1,136
Fees for Services Accounting-$400-$400
Advertising$381--$381
Travel$233$99$17$349
Total Functional Expenses$565,575$53,140$9,007$627,722
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,254
Fundraising Direct Expenses$2,882
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Wages$11,753
Payroll Liabilities$10,584
Accrued Benefits$6,134
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
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

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Oaktree Academy Inc
EIN
46-5611781
Phone
2318450220
Address
6498 W DECKER ROAD, LUDINGTON, MI 49431

Signing Officer

Name
Lynne Russell
Title
Treasurer
Phone
2318450220
Signed
2015-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Wilson
Formed
2014
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
32
Volunteers
15

Preparer

Firm
Vanderwal Spratto & Richards Pc
Address
475 WATER STREET, MANISTEE, MI 49660
Preparer
David L Richards CPA
Phone
2317236275
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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/TotalLiabilitiesEOYAmt032810
IRS990/TotalLiabilitiesGrp/BOYAmt01021
IRS990/TotalLiabilitiesGrp/EOYAmt032810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0145984
IRS990/TotalProgramServiceExpensesAmt0565575
IRS990/TotalProgramServiceRevenueAmt0314584
IRS990/TotalReportableCompFromOrgAmt048652
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0316561
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0731563
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt043164
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0178794
IRS990/TravelGrp/FundraisingAmt017
IRS990/TravelGrp/ManagementAndGeneralAmt099
IRS990/TravelGrp/ProgramServicesAmt0233
IRS990/TravelGrp/TotalAmt0349
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt042143
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0145984
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01100 CONRAD INDUSTRIAL DRIVE
IRS990/USAddress/CityNm0LUDINGTON
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049431
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.OAKTREE-ACADEMY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02318450220
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKTREE ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0465611781
ReturnHeader/Filer/PhoneNum02318450220
ReturnHeader/Filer/USAddress/AddressLine1Txt06498 W DECKER ROAD
ReturnHeader/Filer/USAddress/CityNm0LUDINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382095735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VANDERWAL SPRATTO & RICHARDS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 WATER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANISTEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049660
ReturnHeader/PreparerPersonGrp/PhoneNum02317236275
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L RICHARDS CPA
ReturnHeader/ReturnTs02015-11-17T14:14:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,794
Liabilities
$32,810
Net assets
$145,984
Revenue
$731,563
Expenses
$627,722
Net income
$103,841
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