Civic Intelligence

Oakwood School

990 • Fiscal year 2019 • EIN 56-1938898

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

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

71st percentile

0.68x

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

2019 filings • NTEE B • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

1.14x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • NTEE B • $5M-$10M nonprofits • Source year 2019

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2019 filings • NTEE B • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$108,908

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • NTEE B • $5M-$10M nonprofits • Source year 2019

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2019 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$9,272,502

Up $909,750 (+11%) from 2018

Net Assets

Up

$2,978,093

Up $1,197,883 (+67%) from 2018

Liabilities

Down

$6,294,409

Down $288,133 (-4.4%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin85th percentile

Revenue

Up

$5,531,233

Up $905,231 (+20%) from 2018

Expenses

Down

$4,376,330

Down $975,111 (-18%) from 2018

Net Income

Up

$1,154,903

Up $1,880,342 (+259%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$9,272,502
Liabilities$6,294,409
Net Assets$2,978,093
Open 2019 Filing

Operations Trend

Revenue Growth79th 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

2019

Revenue$5,531,233
Expenses$4,376,330
Net Income$1,154,903
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.2
Gross Receipts
$5,646,252
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$4,970,412$4,702,823▼ $267,589
Accounts Receivable$2,839,024$2,923,734▲ $84,710
Pledges and Grants Receivable$12,032$1,018,300▲ $1,006,268
Investments in Publicly Traded Securities$264,139$371,357▲ $107,218
Cash and Non-Interest-Bearing Accounts$246,370$187,415▼ $58,955
Prepaid Expenses and Deferred Charges$20,551$57,528▲ $36,977
Savings and Temporary Cash Investments$5,912$8,397▲ $2,485
Intangible Assets$4,212$2,948▼ $1,264
Total Assets$8,362,752$9,272,502▲ $909,750
Other Assets Total$100--
Liabilities
Deferred Revenue$3,296,340$3,270,109▼ $26,231
Mortgage Notes Payable Secured by Investment Property$3,138,857$2,995,020▼ $143,837
Accounts Payable and Accrued Expenses$37,469$16,199▼ $21,270
Other Liabilities$109,876$13,081▼ $96,795
Total Liabilities$6,582,542$6,294,409▼ $288,133
Net Assets / Fund Balance
Unrestricted Net Assets$1,378,574$1,619,008▲ $240,434
Permanently Rstr Net Assets$356,379$1,359,085▲ $1,002,706
Temporarily Rstr Net Assets$45,257--
Total Net Assets Fund Balance$1,780,210$2,978,093▲ $1,197,883
Total Liabilities and Net Assets / Fund Balance$8,362,752$9,272,502▲ $909,750

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,434,266$3,663,743$6,098,009
Equipment$751,120-$751,120
Leasehold Improvements$586,316-$586,316
Other Land Buildings$564,381-$564,381
Land$366,740-$366,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$356,379---$356,379
2017$153,678$202,701--$356,379
2016$153,678---$153,678
2015$153,678---$153,678
2014$153,678---$153,678
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan QuesnelHead of SchoFT$97,113$11,795$108,908
Robert PetersonPrior Head OFT$44,388$4,812$49,200

Board Members and Trustees

NameTitle
Ogi ObiPresident
Allan MitchellTrustee
David LambTrustee
Faye BordeauxTrustee
Ira AdlerTrustee
Jason BarnettTrustee
Jason HigginsonTrustee
Jennifer YoungsTrustee
Jim WhitehurstTrustee
Jimmy HiiteTrustee
Karsin LandisTrustee
Kelli Pack-smithTrustee
Kim SayersTrustee
Laura Davis-hanleyTrustee
Xiaoming ZengTrustee
Sangita TewariTreasurer
Chris DybaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,311,988
Program Service Revenue
$4,005,399
Investment Income
$24,242
Other Revenue
$189,604
All Other Contributions
$1,207,488
Change in Net Assets
$1,154,903

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,531,233
Total Revenue per Audited Statements
$5,531,233
Total Revenue per Form 990
$5,531,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,914,826
Other Expenses$1,461,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,717,478$727,142-$2,444,620
Depreciation Depletion$315,504--$315,504
Other Employee Benefits$207,659$82,939-$290,598
Occupancy$246,579--$246,579
Payroll Taxes$124,500$55,108-$179,608
Interest$100,319--$100,319
Information Technology$66,936--$66,936
Insurance$62,882--$62,882
All Other Expenses$31,523$30,042-$61,565
Office Expenses$36,011$17,799-$53,810
Advertising$43,086--$43,086
Fees for Services Accounting-$36,568-$36,568
Other Expenses$23,759$24,763-$23,759
Fees for Services Other$11,875$1,836-$13,711
Total Functional Expenses$3,400,133$976,197$0$4,376,330

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,376,330
Total Expenses per Audited Statements$4,376,330
Total Expenses per Form 990$4,376,330
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$274,881
Fundraising Direct Expenses$85,387
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event Revenue$273,147$273,147$84,947$188,200
Auction(corpora$104,500---
Total Events$377,647$273,147$84,947$188,200
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$13,081
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Sangita Tewari
Title
Treasurer
Phone
2529310760
Signed
2020-05-15

Organization Details

Formed
1995
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
17
Employees
111
Volunteers
150

Preparer

Firm
Rives & Associates Llp
Address
212 W CENTER ST, LEXINGTON, NC 27292-3012
Preparer
Leon L Rives Ii
Phone
3362488281
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 0 expenses netted for fundraising events 0”

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 0”

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

“Expenses netted for fundraising events 0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRIOR HEAD O
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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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.
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IRS990/NetAssetsOrFundBalancesEOYAmt02978093
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-29632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-29632
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0189494
IRS990/NetUnrlzdGainsLossesInvstAmt042980
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IRS990/OccupancyGrp/TotalAmt0246579
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IRS990/OtherExpensesGrp/Desc0SERVICES EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPLIES & BOOKS
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IRS990/OtherLiabilitiesGrp/BOYAmt0109876
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0110
IRS990/OtherRevenueTotalAmt0110
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0727142
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0153678
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013081
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES/WITHHOLDINGS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt05531233
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT PROVIDES FUNDS FOR SCHOOL PROGRAMS AND OTHER ACTIVITIES OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES NETTED FOR FUNDRAISING EVENTS 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED FOR FUNDRAISING EVENTS 0
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
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,272,502
Liabilities
$6,294,409
Net assets
$2,978,093
Revenue
$5,531,233
Expenses
$4,376,330
Net income
$1,154,903
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