Civic Intelligence

Oaktree Academy Inc.

990 • Fiscal year 2016 • EIN 46-5611781

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

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

71st percentile

0.21x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

37th percentile

-1.2%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

32nd percentile

-3.0%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-4.6%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Flat

$173,385

Flat from 2016

Net Assets

Flat

$137,538

Flat from 2016

Liabilities

Flat

$35,847

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin37th percentile

Revenue

Flat

$697,845

Flat from 2016

Expenses

Flat

$706,291

Flat from 2016

Net Income

Flat

-$8,446

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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 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

2016

Assets$173,385
Liabilities$35,847
Net Assets$137,538
Open 2016 Filing

Operations Trend

Revenue Growth34th 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 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

2016

Revenue$697,845
Expenses$706,291
Net Income-$8,446
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v3.0
Gross Receipts
$703,799
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$155,655▲ $16,378
Cash and Non-Interest-Bearing Accounts$27,993$11,660▼ $16,333
Prepaid Expenses and Deferred Charges$5,874$6,061▲ $187
Accounts Receivable$5,650$9▼ $5,641
Total Assets$178,794$173,385▼ $5,409
Liabilities
Other Liabilities$28,471$33,757▲ $5,286
Accounts Payable and Accrued Expenses$4,339$2,090▼ $2,249
Total Liabilities$32,810$35,847▲ $3,037
Net Assets / Fund Balance
Unrestricted Net Assets$145,984$137,538▼ $8,446
Total Net Assets Fund Balance$145,984$137,538▼ $8,446
Total Liabilities and Net Assets / Fund Balance$178,794$173,385▼ $5,409

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$113,080$4,864$117,944
Equipment$42,575$11,045$53,620
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John WilsonPresident
Lisa CooperExec. Direct
Lynne RussellTreasurer
Anita WilsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$144,797
Program Service Revenue
$549,614
Investment Income
$14
Other Revenue
$3,420
All Other Contributions
$144,797
Change in Net Assets
$-8,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$546,579
Other Expenses$159,712
Total Fundraising Expense$9,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$458,293$32,598$2,508$493,399
Occupancy$15,600$33,800$2,600$52,000
Current Officers, Directors, Trustees, and Key Employees$14,742$31,941$2,457$49,140
All Other Expenses$5,943$5,810$404$12,157
Depreciation Depletion$2,616$5,669$436$8,721
Insurance$2,576$5,580$429$8,585
Other Expenses$5,005$9,893$761$5,005
Other Employee Benefits$4,040--$4,040
Office Expenses$1,022$2,681$161$3,864
Fees for Services Accounting-$2,990-$2,990
Travel$260$565$43$868
Advertising$476--$476
Total Functional Expenses$564,965$131,527$9,799$706,291
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,739
Fundraising Direct Expenses$5,954
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$16,352
Accrued Benefits$9,977
Payroll Liabilities$5,665
Credit Card Liability$1,763
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
2318438593
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynne Russell
Formed
2014
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
50
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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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ReturnHeader/ReturnTs02018-03-03T10:26:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,385
Liabilities
$35,847
Net assets
$137,538
Revenue
$697,845
Expenses
$706,291
Net income
-$8,446
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
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.04$0.14$0.70$0.71$0.01
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