Civic Intelligence

Oakwood School

990 • Fiscal year 2021 • EIN 56-1938898

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

68th percentile

0.55x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.86x

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

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Net Margin

41st percentile

5.6%

Higher net margin than 41% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$188,164

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Asset Growth

43rd percentile

7.7%

Faster asset growth than 43% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

5.0%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$7,067,474

Up $504,357 (+7.7%) from 2020

Net Assets

Up

$3,212,841

Up $438,144 (+16%) from 2020

Liabilities

Up

$3,854,633

Up $66,213 (+1.7%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin41st percentile

Revenue

Up

$4,484,955

Up $215,027 (+5.0%) from 2020

Expenses

Down

$4,231,571

Down $238,781 (-5.3%) from 2020

Net Income

Up

$253,384

Up $453,808 (+226%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$7,067,474
Liabilities$3,854,633
Net Assets$3,212,841
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$4,484,955
Expenses$4,231,571
Net Income$253,384
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$4,511,657
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.

At the Oakwood School, we challenge young minds in grades PK3 to 12. We teach children how to learn rather than just what to learn. This approach not only prepares students for a vibrant academic future, it vastly increases their ability to stand tall among their peers and seize opportunities in college and beyond that will prove critical to their success in life. Since 1996, we seek to instill in our students the strength of character, the creativity, and the wisdom to make a difference in the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,516,205$4,376,831▼ $139,374
Cash and Non-Interest-Bearing Accounts$567,648$1,049,131▲ $481,483
Investments in Publicly Traded Securities$556,312$940,760▲ $384,448
Pledges and Grants Receivable$863,050$629,000▼ $234,050
Prepaid Expenses and Deferred Charges$12,506$15,579▲ $3,073
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,563,117$7,067,474▲ $504,357
Other Assets Total$47,396$56,173▲ $8,777
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,817,132$2,794,359▼ $22,773
Other Liabilities$519,200$514,600▼ $4,600
Deferred Revenue$409,638$464,415▲ $54,777
Accounts Payable and Accrued Expenses$42,450$81,259▲ $38,809
Total Liabilities$3,788,420$3,854,633▲ $66,213
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,205,011$1,883,155▲ $678,144
Net Assets With Donor Restrictions$1,569,686$1,329,686▼ $240,000
Total Net Assets Fund Balance$2,774,697$3,212,841▲ $438,144
Total Liabilities and Net Assets / Fund Balance$6,563,117$7,067,474▲ $504,357

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,641,844$2,444,932$6,086,776
Equipment$368,247$1,762,136$2,130,383
Land$366,740-$366,740
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan QuesnelHead Of SchoolFT$154,150$34,014$188,164

Board Members and Trustees

NameTitle
Ogugua ObiPresident
Ira AdlerVice President
Laura HangleyDirector
Allan MitchellTrustee
Brandon TateTrustee
Chris DybaTrustee
Jeff LongshoreTrustee
Jennifer YoungsTrustee
Jimmy HiteTrustee
Karsin LandisTrustee
Kelli SmithTrustee
Kimberly SwankTrustee
Linda RobersonTrustee
Scott BarkerTrustee
Sangita TewariTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$437,046
Program Service Revenue
$3,468,983
Investment Income
$30,056
Other Revenue
$548,870
All Other Contributions
$153,935
Change in Net Assets
$253,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,484,955
Revenue Not Reported on Form 990
$184,760
Total Revenue per Audited Statements
$4,669,715
Total Revenue per Form 990
$4,484,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,953,928
Other Expenses$1,277,643
Total Fundraising Expense$200,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,729,093$378,341$121,578$2,229,012
Other Employee Benefits$283,532$62,810$18,642$364,984
Depreciation Depletion$263,120$23,388$5,847$292,355
Occupancy$185,385$16,208$4,052$205,645
Current Officers, Directors, Trustees, and Key Employees$148,650$37,632$1,882$188,164
Payroll Taxes$133,435$29,560$8,773$171,768
Fees for Services Other$12,790$155,299$841$168,930
Information Technology$116,307--$116,307
Interest$81,443$7,239$1,810$90,492
Office Expenses$9,889$24,070$2,152$36,111
Advertising$3,865-$28,052$31,917
Insurance$28,332$2,518$630$31,480
All Other Expenses-$24,948-$24,948
Other Expenses$3,112$12,549$21$15,661
Conferences and Meetings$7,574$1,678$498$9,750
Travel$349$150-$499
Total Functional Expenses$3,220,089$810,603$200,879$4,231,571

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,231,571
Total Expenses per Audited Statements$4,231,571
Total Expenses per Form 990$4,231,571
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,702
Fundraising Gross Income$26,702
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$103,000---
Event Revenue$206,813$26,702$26,702$0
Total Events$309,813$26,702$26,702-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$514,600
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 35% controlled entity
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
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, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is available for review by all members of the Board of Trustees prior to being signed and filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“An annual survey and assessment is completed by the Board of Trustees that includes review and confirmation of the conflict of itnerest 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, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The process to determine compensation for the key employees is based on documentation and statisitcs that are gathered and reveiwed by the Board of Trustes. The compensation packages from other organizations with the same size, structure, and region, are used to determine the package. The documents and infal contract offering are reviewed by an independent attorney representing The Oakwood School, Inc. prio to offering the employement contract.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“No documents available to the public.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Brandon Tate
Title
Treasurer
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
123
Volunteers
3

Preparer

Firm
C DeWitt Foard & Co PA
Address
817 E Morehead St Ste 100, Charlotte, NC 28202
Preparer
Garrett Summers
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Oakwood School has three endowment funds: The Oakwood School Endowment Fund/Land (2011) - established during Securing Oakwoods Future Capital Campaign, the Rob and Gini Peterson Faculty Endowment Fund and the Bill and Agnes Q. Monk Family Scholarship Fund.”

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IRS990/Form990PartVIISectionAGrp/PersonNm13Jimmy Hite
IRS990/Form990PartVIISectionAGrp/PersonNm14Kelli Smith
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IRS990/MissionDesc0At the Oakwood School, we challenge young minds in grades PK3 to 12. We teach children how to learn rather than just what to learn. This approach not only prepares students for a vibrant academic future, it vastly increases their ability to stand tall among their peers and seize opportunities in college and beyond that will prove critical to their success in life. Since 1996, we seek to instill in our students the strength of character, the creativity, and the wisdom to make a difference in the world.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,067,474
Liabilities
$3,854,633
Net assets
$3,212,841
Revenue
$4,484,955
Expenses
$4,231,571
Net income
$253,384
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