Civic Intelligence

Oakwood School

990 • Fiscal year 2015 • EIN 56-1938898

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 26, 2016

Organization ProfileTHEOAKWOODSCHOOL.ORG
4000 Macgregor Downs RdGreenville, NC 27834

(252) 931-0760

Siviq Scores

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

Liabilities / Assets

78th percentile

0.71x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • NTEE B • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

1.51x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • NTEE B • $5M-$10M nonprofits • Source year 2015

Net Margin

31st percentile

-0.4%

Higher net margin than 31% of similar nonprofits.

2015 filings • NTEE B • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$200,646

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2015 filings • NTEE B • $5M-$10M nonprofits • Source year 2015

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

2015 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$9,915,978

Up $203,685 (+2.1%) from 2014

Net Assets

Up

$2,855,123

Up $44,821 (+1.6%) from 2014

Liabilities

Up

$7,060,855

Up $158,864 (+2.3%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin31st percentile

Revenue

Up

$4,667,899

Up $302,216 (+6.9%) from 2014

Expenses

Up

$4,686,119

Up $353,632 (+8.2%) from 2014

Net Income

Down

-$18,220

Down $51,416 (-155%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2011: $7,209,595Liabilities 2011: $5,059,641Net Assets 2011: $2,149,9542011Assets 2012: $7,442,862Liabilities 2012: $4,849,327Net Assets 2012: $2,593,5352012Assets 2013: $7,726,107Liabilities 2013: $4,949,001Net Assets 2013: $2,777,1062013Assets 2014: $9,712,293Liabilities 2014: $6,901,991Net Assets 2014: $2,810,3022014Assets 2015: $9,915,978Liabilities 2015: $7,060,855Net Assets 2015: $2,855,1232015Assets 2016: $9,976,357Liabilities 2016: $7,180,597Net Assets 2016: $2,795,7602016Assets 2017: $8,944,032Liabilities 2017: $6,450,634Net Assets 2017: $2,493,3982017Assets 2018: $8,362,752Liabilities 2018: $6,582,542Net Assets 2018: $1,780,2102018Assets 2019: $9,272,502Liabilities 2019: $6,294,409Net Assets 2019: $2,978,0932019Assets 2020: $6,563,117Liabilities 2020: $3,788,420Net Assets 2020: $2,774,6972020Assets 2021: $7,067,474Liabilities 2021: $3,854,633Net Assets 2021: $3,212,8412021Assets 2022: $6,981,167Liabilities 2022: $3,250,513Net Assets 2022: $3,730,6542022Assets 2023: $7,300,029Liabilities 2023: $3,265,812Net Assets 2023: $4,034,2172023Assets 2024: $9,148,486Liabilities 2024: $3,740,879Net Assets 2024: $5,407,6072024

Highlighted filing

2015

Assets$9,915,978
Liabilities$7,060,855
Net Assets$2,855,123
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,807,9422011Expenses 2012: $4,008,4342012Revenue 2013: $4,339,825Expenses 2013: $4,156,254Net Income 2013: $183,5712013Revenue 2014: $4,365,683Expenses 2014: $4,332,487Net Income 2014: $33,1962014Revenue 2015: $4,667,899Expenses 2015: $4,686,119Net Income 2015: -$18,2202015Revenue 2016: $5,150,316Expenses 2016: $5,207,794Net Income 2016: -$57,4782016Revenue 2017: $5,204,103Expenses 2017: $5,518,077Net Income 2017: -$313,9742017Revenue 2018: $4,626,002Expenses 2018: $5,351,441Net Income 2018: -$725,4392018Revenue 2019: $5,531,233Expenses 2019: $4,376,330Net Income 2019: $1,154,9032019Revenue 2020: $4,269,928Expenses 2020: $4,470,352Net Income 2020: -$200,4242020Revenue 2021: $4,484,955Expenses 2021: $4,231,571Net Income 2021: $253,3842021Revenue 2022: $5,195,308Expenses 2022: $4,437,895Net Income 2022: $757,4132022Revenue 2023: $4,941,807Expenses 2023: $4,721,911Net Income 2023: $219,8962023Revenue 2024: $6,544,822Expenses 2024: $5,310,311Net Income 2024: $1,234,5112024

Highlighted filing

2015

Revenue$4,667,899
Expenses$4,686,119
Net Income-$18,220
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 26, 2016
Return Version
2014v6.0
Gross Receipts
$4,796,122
Mission and Program Overview

Mission

The Oakwood School seeks to instill in our students the strength of character, the creativity, and the wisdom to make a difference in the world.

Private school organized in pitt county to provide education for students enrolled in pre-kindergarten through twelfth grades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,034,790$5,743,573▼ $291,217
Accounts Receivable$3,292,134$3,677,180▲ $385,046
Cash and Non-Interest-Bearing Accounts$170,731$336,762▲ $166,031
Savings and Temporary Cash Investments$98,241$98,299▲ $58
Investments in Publicly Traded Securities$24,968$25,299▲ $331
Pledges and Grants Receivable$67,165$17,560▼ $49,605
Intangible Assets$9,266$8,002▼ $1,264
Prepaid Expenses and Deferred Charges$11,294$7,268▼ $4,026
Inventories for Sale or Use$3,704$2,035▼ $1,669
Total Assets$9,712,293$9,915,978▲ $203,685
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,692,130$3,588,526▼ $103,604
Deferred Revenue$3,132,998$3,355,341▲ $222,343
Accounts Payable and Accrued Expenses$57,558$86,323▲ $28,765
Other Liabilities$19,305$30,665▲ $11,360
Total Liabilities$6,901,991$7,060,855▲ $158,864
Net Assets / Fund Balance
Unrestricted Net Assets$2,810,302$2,528,987▼ $281,315
Temporarily Rstr Net Assets-$172,458-
Permanently Rstr Net Assets-$153,678-
Total Net Assets Fund Balance$2,810,302$2,855,123▲ $44,821
Total Liabilities and Net Assets / Fund Balance$9,712,293$9,915,978▲ $203,685

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,376,833$2,337,212$7,714,045
Land$366,740-$366,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$15,000----
2014-$15,000--$15,000
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rob PetersonHead of SchoFT$177,264$23,382$200,646
Rob PetersonHead of School-$177,264$23,382$200,646

Board Members and Trustees

NameTitle
Dave HuntPresident
Brenda ReegTrustee
Dawd S Siraj MdTrustee
Eileen Van HoutenTrustee
Faye BordeauxTrustee
Jef GlennTrustee
Jerry BrettTrustee
Joy KarrikerTrustee
Karsin LandisTrustee
Kim SayersTrustee
Laura Hanley DavisTrustee
Linda KuhnTrustee
Patricia RawlsTrustee
Pete SeymourTrustee
Tony MisenheimerTrustee
Wendy PriceTrustee
Will DaughertyTrustee
Xiaoming Zeng Md PhdTrustee
Melanie TedderSecretary
Jim WhitehurstVice Pres &t
Revenue and Support

Revenue Composition

Contributions and Grants
$233,028
Program Service Revenue
$4,286,249
Investment Income
$26,799
Other Revenue
$121,823
All Other Contributions
$233,028
Change in Net Assets
$-18,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,667,899
Revenue Not Reported on Form 990
$128,223
Total Revenue per Audited Statements
$4,796,122
Total Revenue per Form 990
$4,667,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,933,692
Other Expenses$1,752,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,927,225$394,126-$2,321,351
Fees for Services Other$377,796--$377,796
Depreciation Depletion$354,567--$354,567
Occupancy$305,361--$305,361
Other Employee Benefits$194,737$27,405-$222,142
Current Officers, Directors, Trustees, and Key Employees-$200,646-$200,646
Payroll Taxes$152,584$36,969-$189,553
Interest$117,533--$117,533
Information Technology$82,314--$82,314
All Other Expenses$32,379$45,181-$77,560
Office Expenses$26,959$13,707-$40,666
Conferences and Meetings$36,869--$36,869
Advertising$35,323--$35,323
Insurance$32,180--$32,180
Other Expenses$22,489$31,329-$22,489
Fees for Services Accounting-$19,105-$19,105
Total Functional Expenses$3,917,651$768,468$0$4,686,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,814,342
Expenses per Audited Statements$4,686,119
Total Expenses per Form 990$4,686,119
Expenses Not Reported on Form 990$128,223
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$245,573
Fundraising Direct Expenses$128,223
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$137,093$137,093$69,425$67,668
Golf Tournament$45,695$45,695$14,486$31,209
Total Events$245,573$245,573$128,223$117,350
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes/withholdings Payable$30,665
Accrued Interest-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“The form 990 is available for review by all members of the board of trustees prior to being signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“An annual survey and assessment is completed by the board of trustees that includes review and confirmation of the conflict of interest section of the bylaws. All board of trustees members and key employees participate in professional development annually that reviews this policy as well.”

Form 990, Page 6, Part VI, Line 15A

“The process to determine compensation for the key employees is based on documentation and statistics that are gathered and reviewed by the board of trustees. The compensation packages from other organizations with the same size, structure, and region are used to determinethe package. The documents and final contract offering are reviewed by an independent attorney representing the oakwood school, inc. Prior to offering the employment contract.”

Form 990, Page 6, Part VI, Line 15B

“The process to determine compensation for the key employees is based on documentation and statistics that are gathered and reviewed by the board of trustees. The compensation packages from other organizations with the same size, structure, and region are used to determinethe package. The documents and final contract offering are reviewed by an independent attorney representing the oakwood school, inc. Prior to offering the employment contract.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Oakwood School Inc
EIN
56-1938898
Phone
2529310760
Address
4000 MACGREGOR DOWNS RD, GREENVILLE, NC 27834

Signing Officer

Name
James C Whitehurst Iii
Title
Treasurer
Phone
2529310760
Signed
2016-01-26

Organization Details

Principal Officer
Robert R Peterson
Formed
1995
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
100
Volunteers
150

Preparer

Firm
Rives & Associates Llp
Address
4515 FALLS OF NEUSE ROAD SUITE 450, RALEIGH, NC 27609
Preparer
Thomas B Cornwell CPA
Phone
9198326848
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers are used for various school functions. Volunteers receive no benefits for the time given.”

Form 990, Part XI, Line 9

“Expenses netted for fundraising events 128,223 expenses netted for fundraising events -128,223”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment provides funds for school programs and other activities of the organization.”

Schedule D, Page 4, Part XI, Line 2D

“Expenses netted for fundraising events 128,223”

Schedule D, Page 4, Part XII, Line 2D

“Expenses netted for fundraising events 128,223”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRES &T
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0128223
IRS990/FundraisingGrossIncomeAmt0245573
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04796122
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt082314
IRS990/InformationTechnologyGrp/TotalAmt082314
IRS990/InsuranceGrp/ProgramServicesAmt032180
IRS990/InsuranceGrp/TotalAmt032180
IRS990/IntangibleAssetsGrp/BOYAmt09266
IRS990/IntangibleAssetsGrp/EOYAmt08002
IRS990/InterestGrp/ProgramServicesAmt0117533
IRS990/InterestGrp/TotalAmt0117533
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03704
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02035
IRS990/InvestmentIncomeGrp/ExclusionAmt026799
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026799
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024968
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025299
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02337212
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06034790
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05743573
IRS990/LandBldgEquipCostOrOtherBssAmt08080785
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRIVATE SCHOOL ORGANIZED IN PITT COUNTY TO PROVIDE EDUCATION FOR STUDENTS ENROLLED IN PRE-KINDERGARTEN THROUGH TWELFTH GRADES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03692130
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03588526
IRS990/NetAssetsOrFundBalancesBOYAmt02810302
IRS990/NetAssetsOrFundBalancesEOYAmt02855123
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0117350
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0305361
IRS990/OccupancyGrp/TotalAmt0305361
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013707
IRS990/OfficeExpensesGrp/ProgramServicesAmt026959
IRS990/OfficeExpensesGrp/TotalAmt040666
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027405
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0194737
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0222142
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2SCHOOL ASSOC.ORGANIZATION
IRS990/OtherExpensesGrp/Desc3HOSPITALITY & GIFTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031329
IRS990/OtherExpensesGrp/ProgramServicesAmt0180716
IRS990/OtherExpensesGrp/ProgramServicesAmt13734
IRS990/OtherExpensesGrp/ProgramServicesAmt234885
IRS990/OtherExpensesGrp/ProgramServicesAmt322489
IRS990/OtherExpensesGrp/TotalAmt0180716
IRS990/OtherExpensesGrp/TotalAmt135063
IRS990/OtherExpensesGrp/TotalAmt234885
IRS990/OtherExpensesGrp/TotalAmt322489
IRS990/OtherLiabilitiesGrp/BOYAmt019305
IRS990/OtherLiabilitiesGrp/EOYAmt030665
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04473
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04473
IRS990/OtherRevenueTotalAmt04473
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0394126
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01927225
IRS990/OtherSalariesAndWagesGrp/TotalAmt02321351
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036969
IRS990/PayrollTaxesGrp/ProgramServicesAmt0152584
IRS990/PayrollTaxesGrp/TotalAmt0189553
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0153678
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt067165
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017560
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011294
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07268
IRS990/PrincipalOfficerNm0ROBERT R PETERSON
IRS990/PriorPeriodAdjustmentsAmt063041
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04286249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04286249
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0336530
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt032571
IRS990/PYOtherExpensesAmt01514595
IRS990/PYOtherRevenueAmt0135645
IRS990/PYProgramServiceRevenueAmt03860937
IRS990/PYRevenuesLessExpensesAmt033196
IRS990/PYSalariesCompEmpBnftPaidAmt02817892
IRS990/PYTotalExpensesAmt04332487
IRS990/PYTotalRevenueAmt04365683
IRS990/ReconcilationRevenueExpnssAmt0-18220
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098241
IRS990/SavingsAndTempCashInvstGrp/EOYAmt098299
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0128223
IRS990ScheduleD/ExpensesSubtotalAmt04686119
IRS990ScheduleD/LandGrp/BookValueAmt0366740
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0366740
IRS990ScheduleD/OtherExpensesIncludedAmt0128223
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05376833
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02337212
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07714045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030665
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES/WITHHOLDINGS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherRevenueAmt0128223
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0128223
IRS990ScheduleD/RevenueSubtotalAmt04667899
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT PROVIDES FUNDS FOR SCHOOL PROGRAMS AND OTHER ACTIVITIES OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES NETTED FOR FUNDRAISING EVENTS 128,223
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED FOR FUNDRAISING EVENTS 128,223
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05743573
IRS990ScheduleD/TotalExpensesPerForm990Amt04686119
IRS990ScheduleD/TotalLiabilityAmt030665
IRS990ScheduleD/TotalRevenuePerForm990Amt04667899
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04796122
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04814342
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,915,978
Liabilities
$7,060,855
Net assets
$2,855,123
Revenue
$4,667,899
Expenses
$4,686,119
Net income
-$18,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.15$3.74$5.41$6.54$5.31$1.23
2023Detailed filing. Detailed filing data is available for this year.$7.30$3.27$4.03$4.94$4.72$0.22
2022Detailed filing. Detailed filing data is available for this year.$6.98$3.25$3.73$5.20$4.44$0.76
2021Detailed filing. Detailed filing data is available for this year.$7.07$3.85$3.21$4.48$4.23$0.25
2020Detailed filing. Detailed filing data is available for this year.$6.56$3.79$2.77$4.27$4.47$0.20
2019Detailed filing. Detailed filing data is available for this year.$9.27$6.29$2.98$5.53$4.38$1.15
2018Detailed filing. Detailed filing data is available for this year.$8.36$6.58$1.78$4.63$5.35$0.73
2017Detailed filing. Detailed filing data is available for this year.$8.94$6.45$2.49$5.20$5.52$0.31
2016Detailed filing. Detailed filing data is available for this year.$9.98$7.18$2.80$5.15$5.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$9.92$7.06$2.86$4.67$4.69$0.02
2014Detailed filing. Detailed filing data is available for this year.$9.71$6.90$2.81$4.37$4.33$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$4.95$2.78$4.34$4.16$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$4.85$2.59$4.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$5.06$2.15$3.81