Civic Intelligence

Oakwood School

990 • Fiscal year 2016 • EIN 56-1938898

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 13, 2017

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

77th percentile

0.72x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.39x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Net Margin

29th percentile

-1.1%

Higher net margin than 29% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$191,808

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • NTEE B • $5M-$10M nonprofits • Source year 2016

Asset Growth

41st percentile

0.6%

Faster asset growth than 41% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$9,976,357

Up $60,379 (+0.6%) from 2015

Net Assets

Down

$2,795,760

Down $59,363 (-2.1%) from 2015

Liabilities

Up

$7,180,597

Up $119,742 (+1.7%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin29th percentile

Revenue

Up

$5,150,316

Up $482,417 (+10%) from 2015

Expenses

Up

$5,207,794

Up $521,675 (+11%) from 2015

Net Income

Down

-$57,478

Down $39,258 (-215%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2016

Assets$9,976,357
Liabilities$7,180,597
Net Assets$2,795,760
Open 2016 Filing

Operations Trend

Revenue Growth63rd 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

2016

Revenue$5,150,316
Expenses$5,207,794
Net Income-$57,478
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 13, 2017
Return Version
2015v3.0
Gross Receipts
$5,211,184
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 the twelfth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,743,573$5,495,085▼ $248,488
Accounts Receivable$3,677,180$3,875,586▲ $198,406
Cash and Non-Interest-Bearing Accounts$336,762$455,376▲ $118,614
Investments in Publicly Traded Securities$25,299$109,032▲ $83,733
Prepaid Expenses and Deferred Charges$7,268$16,447▲ $9,179
Pledges and Grants Receivable$17,560$15,739▼ $1,821
Intangible Assets$8,002$6,739▼ $1,263
Savings and Temporary Cash Investments$98,299$2,353▼ $95,946
Inventories for Sale or Use$2,035--
Total Assets$9,915,978$9,976,357▲ $60,379
Liabilities
Deferred Revenue$3,355,341$3,655,160▲ $299,819
Mortgage Notes Payable Secured by Investment Property$3,588,526$3,439,622▼ $148,904
Accounts Payable and Accrued Expenses$86,323$58,617▼ $27,706
Other Liabilities$30,665$27,198▼ $3,467
Total Liabilities$7,060,855$7,180,597▲ $119,742
Net Assets / Fund Balance
Unrestricted Net Assets$2,528,987$2,524,829▼ $4,158
Permanently Rstr Net Assets$153,678$153,678→ $0
Temporarily Rstr Net Assets$172,458$117,253▼ $55,205
Total Net Assets Fund Balance$2,855,123$2,795,760▼ $59,363
Total Liabilities and Net Assets / Fund Balance$9,915,978$9,976,357▲ $60,379

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,536,046$1,515,145$6,051,191
Other Land Buildings$591,746$1,141,069$1,732,815
Land$366,740-$366,740
Leasehold Improvements$553$25,987$26,540

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$153,678---$153,678
2015$153,678---$153,678
2014$141,061$15,000▲ $2,383-$153,678
2013-$141,061--$141,061
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R PetersonHead of SchoFT$182,612$9,196$191,808
Robert R PetersonHead of School-$182,612$9,196$191,808

Board Members and Trustees

NameTitle
Dave HuntPresident
Dawd SirajTrustee
Eileen Van HoutenTrustee
Faye BordeauxTrustee
Jef GlennTrustee
Jerry BrettTrustee
Joy KarrikerTrustee
Karsin LandisTrustee
Kim SayersTrustee
Laura Davis HanleyTrustee
Linda KuhnTrustee
Patricia RawlsTrustee
Pete SeymourTrustee
Tony MisenheimerTrustee
Wendy PriceTrustee
Will DaughertyTrustee
Xiaoming ZengTrustee
Melanie TedderSecretary
Jim WhitehurstTreasurer
Brenda ReegVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$549,468
Program Service Revenue
$4,542,583
Investment Income
$29,633
Other Revenue
$28,632
All Other Contributions
$516,562
Change in Net Assets
$-57,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,150,316
Revenue Not Reported on Form 990
$48,840
Total Revenue per Audited Statements
$5,199,156
Total Revenue per Form 990
$5,150,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,127,700
Other Expenses$2,080,094
Total Fundraising Expense$77,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,013,117$449,370-$2,462,487
Depreciation Depletion$345,596--$345,596
Other Employee Benefits$207,341$69,473-$276,814
Payroll Taxes$158,943$37,648-$196,591
Current Officers, Directors, Trustees, and Key Employees-$191,808-$191,808
Interest$113,653--$113,653
Other Expenses$1,361,376$182,086$77,383$77,383
Total Functional Expenses$4,200,026$930,385$77,383$5,207,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,258,519
Expenses per Audited Statements$5,207,794
Total Expenses per Form 990$5,207,794
Expenses Not Reported on Form 990$50,725
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,250
Fundraising Direct Expenses$50,725
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$107,156$74,250$50,725$23,525
Total Events$107,156$74,250$50,725$23,525
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$27,198
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
Jim Whitehurst
Title
Treasurer
Phone
2529310760
Signed
2017-01-13

Organization Details

Principal Officer
Robert R Peterson
Formed
1995
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
108
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 50,725 expenses netted for fundraising events -50,725”

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 50,725”

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

“Expenses netted for fundraising events 50,725”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
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/FundraisingAmt032906
IRS990/FundraisingDirectExpensesAmt050725
IRS990/FundraisingGrossIncomeAmt074250
IRS990/GainOrLossGrp/SecuritiesAmt0-2186
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07957
IRS990/GrossReceiptsAmt05211184
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt08002
IRS990/IntangibleAssetsGrp/EOYAmt06739
IRS990/InterestGrp/ProgramServicesAmt0113653
IRS990/InterestGrp/TotalAmt0113653
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02035
IRS990/InvestmentIncomeGrp/ExclusionAmt031819
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031819
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025299
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0109032
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02682201
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05743573
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05495085
IRS990/LandBldgEquipCostOrOtherBssAmt08177286
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010143
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/BOYAmt03588526
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03439622
IRS990/NetAssetsOrFundBalancesBOYAmt02855123
IRS990/NetAssetsOrFundBalancesEOYAmt02795760
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2186
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2186
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt023525
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023525
IRS990/NetUnrlzdGainsLossesInvstAmt0-1885
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt069473
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0207341
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0276814
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPORT SERVICES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt077383
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0182086
IRS990/OtherExpensesGrp/ProgramServicesAmt01361376
IRS990/OtherExpensesGrp/TotalAmt01361376
IRS990/OtherExpensesGrp/TotalAmt1182086
IRS990/OtherExpensesGrp/TotalAmt277383
IRS990/OtherLiabilitiesGrp/BOYAmt030665
IRS990/OtherLiabilitiesGrp/EOYAmt027198
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05107
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05107
IRS990/OtherRevenueTotalAmt05107
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0449370
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02013117
IRS990/OtherSalariesAndWagesGrp/TotalAmt02462487
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037648
IRS990/PayrollTaxesGrp/ProgramServicesAmt0158943
IRS990/PayrollTaxesGrp/TotalAmt0196591
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0153678
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0153678
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt017560
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015739
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07268
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016447
IRS990/PrincipalOfficerNm0ROBERT R PETERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04542583
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04542583
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0233028
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt026799
IRS990/PYOtherExpensesAmt01752427
IRS990/PYOtherRevenueAmt0121823
IRS990/PYProgramServiceRevenueAmt04286249
IRS990/PYRevenuesLessExpensesAmt0-18220
IRS990/PYSalariesCompEmpBnftPaidAmt02933692
IRS990/PYTotalExpensesAmt04686119
IRS990/PYTotalRevenueAmt04667899
IRS990/ReconcilationRevenueExpnssAmt0-57478
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04542583
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098299
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02353
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04536046
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01515145
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06051191
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0153678
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0153678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0141061
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0141061
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0141061
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt050725
IRS990ScheduleD/ExpensesSubtotalAmt05207794
IRS990ScheduleD/LandGrp/BookValueAmt0366740
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0366740
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0553
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt025987
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt026540
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1885
IRS990ScheduleD/OtherExpensesIncludedAmt050725
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0591746
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01141069
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01732815
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027198
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES/WITHHOLDINGS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherRevenueAmt050725
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt048840
IRS990ScheduleD/RevenueSubtotalAmt05150316
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT PROVIDES FUNDS FOR SCHOOL PROGRAMS AND OTHER ACTIVITIES OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES NETTED FOR FUNDRAISING EVENTS 50,725
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED FOR FUNDRAISING EVENTS 50,725
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/TotalBookValueLandBuildingsAmt05495085
IRS990ScheduleD/TotalExpensesPerForm990Amt05207794
IRS990ScheduleD/TotalLiabilityAmt027198
IRS990ScheduleD/TotalRevenuePerForm990Amt05150316
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05199156
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05258519
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,976,357
Liabilities
$7,180,597
Net assets
$2,795,760
Revenue
$5,150,316
Expenses
$5,207,794
Net income
-$57,478
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