Civic Intelligence

Oakwood School

990 • Fiscal year 2017 • EIN 56-1938898

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 20, 2018

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

0.72x

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

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

1.24x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Net Margin

17th percentile

-6.0%

Higher net margin than 17% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$217,779

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Asset Growth

7th percentile

-10%

Faster asset growth than 7% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

1.0%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$8,944,032

Down $1,032,325 (-10%) from 2016

Net Assets

Down

$2,493,398

Down $302,362 (-11%) from 2016

Liabilities

Down

$6,450,634

Down $729,963 (-10%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin17th percentile

Revenue

Up

$5,204,103

Up $53,787 (+1.0%) from 2016

Expenses

Up

$5,518,077

Up $310,283 (+6.0%) from 2016

Net Income

Down

-$313,974

Down $256,496 (-446%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2017

Assets$8,944,032
Liabilities$6,450,634
Net Assets$2,493,398
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$5,204,103
Expenses$5,518,077
Net Income-$313,974
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 20, 2018
Return Version
2016v3.1
Gross Receipts
$5,306,029
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$5,495,085$5,286,159▼ $208,926
Accounts Receivable$3,875,586$3,281,726▼ $593,860
Cash and Non-Interest-Bearing Accounts$455,376$217,823▼ $237,553
Investments in Publicly Traded Securities$109,032$123,565▲ $14,533
Prepaid Expenses and Deferred Charges$16,447$20,960▲ $4,513
Pledges and Grants Receivable$15,739$5,865▼ $9,874
Intangible Assets$6,739$5,475▼ $1,264
Savings and Temporary Cash Investments$2,353$2,459▲ $106
Total Assets$9,976,357$8,944,032▼ $1,032,325
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,439,622$3,302,854▼ $136,768
Deferred Revenue$3,655,160$3,115,348▼ $539,812
Accounts Payable and Accrued Expenses$58,617$23,810▼ $34,807
Other Liabilities$27,198$8,622▼ $18,576
Total Liabilities$7,180,597$6,450,634▼ $729,963
Net Assets / Fund Balance
Unrestricted Net Assets$2,524,829$2,213,793▼ $311,036
Permanently Rstr Net Assets$153,678$153,678→ $0
Temporarily Rstr Net Assets$117,253$125,927▲ $8,674
Total Net Assets Fund Balance$2,795,760$2,493,398▼ $302,362
Total Liabilities and Net Assets / Fund Balance$9,976,357$8,944,032▼ $1,032,325

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,377,669$1,673,523$6,051,192
Other Land Buildings$541,448$1,323,326$1,864,774
Land$366,740-$366,740
Leasehold Improvements$302$26,238$26,540

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$153,678---$153,678
2015$153,678---$153,678
2014$153,678---$153,678
2013$141,061$15,000▲ $2,383-$153,678
2012-$141,061--$141,061
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R PetersonHead of SchoFT$209,304$8,475$217,779
Robert R PetersonHead of School-$209,304$8,475$217,779

Board Members and Trustees

NameTitle
Dave HuntPresident
Chris DybaTrustee
David LambTrustee
Eileen Van HoutenTrustee
Faye BordeauxTrustee
Jef GlennTrustee
Jerry BrettTrustee
Jim WhitehurstTrustee
Joy KarrikerTrustee
Karsin LandisTrustee
Kelli Pack-smithTrustee
Kim SayersTrustee
Laura Davis-hanleyTrustee
Linda KuhnTrustee
Ogi ObiTrustee
Randy FryTrustee
Wendy PriceTrustee
Will DaughertyTrustee
Xiaoming ZengTrustee
Patricia RawlsVice Pres. T
Revenue and Support

Revenue Composition

Contributions and Grants
$676,890
Program Service Revenue
$4,425,101
Investment Income
$41,928
Other Revenue
$60,184
All Other Contributions
$491,177
Change in Net Assets
$-313,974

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,204,103
Revenue Not Reported on Form 990
$113,538
Total Revenue per Audited Statements
$5,317,641
Total Revenue per Form 990
$5,204,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,349,875
Other Expenses$2,168,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,095,055$716,424-$2,811,479
Other Expenses$883,430$508,052-$508,052
Depreciation Depletion$342,929--$342,929
Occupancy$315,745--$315,745
Other Employee Benefits$192,163$75,878-$268,041
Payroll Taxes$180,547$14,270-$194,817
Interest$118,046--$118,046
Pension Plan Contributions$70,724$4,814-$75,538
Total Functional Expenses$4,198,639$1,319,438$0$5,518,077

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,620,003
Expenses per Audited Statements$5,518,077
Total Expenses per Form 990$5,518,077
Expenses Not Reported on Form 990$101,926
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$140,509
Fundraising Direct Expenses$101,926
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$326,222$140,509$101,926$38,583
Total Events$326,222$140,509$101,926$38,583
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$8,622
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
Patricia Rawls
Title
Vice Pres. Treasurer
Phone
2529310760
Signed
2018-02-20

Organization Details

Principal Officer
Robert R Peterson
Formed
1995
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
115
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 101,926 expenses netted for fundraising events -101,926”

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 101,926”

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

“Expenses netted for fundraising events 101,926”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRES. T
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
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IRS990/FormationYr01995
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt0101926
IRS990/FundraisingGrossIncomeAmt0140509
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IRS990/GoverningBodyVotingMembersCnt020
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05306029
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/IntangibleAssetsGrp/BOYAmt06739
IRS990/IntangibleAssetsGrp/EOYAmt05475
IRS990/InterestGrp/ProgramServicesAmt0118046
IRS990/InterestGrp/TotalAmt0118046
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041928
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0109032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0123565
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03023087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05495085
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05286159
IRS990/LandBldgEquipCostOrOtherBssAmt08309246
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/BOYAmt03439622
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03302854
IRS990/NetAssetsOrFundBalancesBOYAmt02795760
IRS990/NetAssetsOrFundBalancesEOYAmt02493398
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038583
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038583
IRS990/NetUnrlzdGainsLossesInvstAmt011612
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0315745
IRS990/OccupancyGrp/TotalAmt0315745
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt075878
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0192163
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0268041
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPORT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0508052
IRS990/OtherExpensesGrp/ProgramServicesAmt0883430
IRS990/OtherExpensesGrp/TotalAmt0883430
IRS990/OtherExpensesGrp/TotalAmt1508052
IRS990/OtherLiabilitiesGrp/BOYAmt027198
IRS990/OtherLiabilitiesGrp/EOYAmt08622
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021601
IRS990/OtherRevenueTotalAmt021601
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0716424
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02095055
IRS990/OtherSalariesAndWagesGrp/TotalAmt02811479
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014270
IRS990/PayrollTaxesGrp/ProgramServicesAmt0180547
IRS990/PayrollTaxesGrp/TotalAmt0194817
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04814
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt070724
IRS990/PensionPlanContributionsGrp/TotalAmt075538
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0153678
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0153678
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015739
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05865
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016447
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020960
IRS990/PrincipalOfficerNm0ROBERT R PETERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04425101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04425101
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0549468
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt029633
IRS990/PYOtherExpensesAmt02080094
IRS990/PYOtherRevenueAmt028632
IRS990/PYProgramServiceRevenueAmt04542583
IRS990/PYRevenuesLessExpensesAmt0-57478
IRS990/PYSalariesCompEmpBnftPaidAmt03127700
IRS990/PYTotalExpensesAmt05207794
IRS990/PYTotalRevenueAmt05150316
IRS990/ReconcilationRevenueExpnssAmt0-313974
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04425101
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02353
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02459
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04377669
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01673523
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06051192
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0153678
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0153678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0153678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0141061
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0153678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0141061
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0141061
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0101926
IRS990ScheduleD/ExpensesSubtotalAmt05518077
IRS990ScheduleD/LandGrp/BookValueAmt0366740
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0366740
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0302
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026238
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt026540
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011612
IRS990ScheduleD/OtherExpensesIncludedAmt0101926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0541448
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01323326
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01864774
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES/WITHHOLDINGS PAYABLE
IRS990ScheduleD/OtherRevenueAmt0101926
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0113538
IRS990ScheduleD/RevenueSubtotalAmt05204103
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT PROVIDES FUNDS FOR SCHOOL PROGRAMS AND OTHER ACTIVITIES OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES NETTED FOR FUNDRAISING EVENTS 101,926
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED FOR FUNDRAISING EVENTS 101,926
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/TotalBookValueLandBuildingsAmt05286159
IRS990ScheduleD/TotalExpensesPerForm990Amt05518077
IRS990ScheduleD/TotalLiabilityAmt08622
IRS990ScheduleD/TotalRevenuePerForm990Amt05204103
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05317641
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05620003
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,944,032
Liabilities
$6,450,634
Net assets
$2,493,398
Revenue
$5,204,103
Expenses
$5,518,077
Net income
-$313,974
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