Civic Intelligence

The Oakwood School Inc

EIN 56-1938898 • 501(c)3 • Greenville, NC

Profile

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.

4000 MacGregor Downs RdGreenville, NC 27834

theoakwoodschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.41x

Higher debt load relative to assets than 63% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.57x

Higher debt load relative to revenue than 72% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$197,921

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

NTEE B • $5M-$10M nonprofits • Source year 2024

Asset Growth

80th percentile

25%

Faster asset growth than 80% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$9,148,486

Up $1,848,457 (+25%) from 2023

Liabilities

Up

$3,740,879

Up $475,067 (+15%) from 2023

Net Assets

Up

$5,407,607

Up $1,373,390 (+34%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin75th percentile

Revenue

Up

$6,544,822

Up $1,603,015 (+32%) from 2023

Expenses

Up

$5,310,311

Up $588,400 (+12%) from 2023

Net Income

Up

$1,234,511

Up $1,014,615 (+461%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$9,148,486
Liabilities$3,740,879
Net Assets$5,407,607
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$6,544,822
Expenses$5,310,311
Net Income$1,234,511
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,148,486
Liabilities
$3,740,879
Net assets
$5,407,607
Revenue
$6,544,822
Expenses
$5,310,311
Net income
$1,234,511
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 19, 2025
Return Version
2023v6.0
Gross Receipts
$6,608,684
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.

The Oakwood School seeks to instill in its 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$4,171,529$5,901,496▲ $1,729,967
Investments in Publicly Traded Securities$1,328,690$1,473,576▲ $144,886
Cash and Non-Interest-Bearing Accounts$1,547,198$870,700▼ $676,498
Pledges and Grants Receivable$92,000$761,876▲ $669,876
Prepaid Expenses and Deferred Charges$81,289$27,078▼ $54,211
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$7,300,029$9,148,486▲ $1,848,457
Other Assets Total$79,323$113,760▲ $34,437
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,564,079$2,993,504▲ $429,425
Deferred Revenue$560,616$644,100▲ $83,484
Accounts Payable and Accrued Expenses$141,117$103,275▼ $37,842
Total Liabilities$3,265,812$3,740,879▲ $475,067
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,648,823$3,021,371▲ $372,548
Net Assets With Donor Restrictions$1,385,394$2,386,236▲ $1,000,842
Total Net Assets Fund Balance$4,034,217$5,407,607▲ $1,373,390
Total Liabilities and Net Assets / Fund Balance$7,300,029$9,148,486▲ $1,848,457

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,293,034$2,826,114$8,119,148
Equipment$241,722$2,221,496$2,463,218
Land$366,740-$366,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,328,690---$1,328,690
2023$880,105$344,000▲ $109,625-$1,328,690
2022$1,102,286$172,000▼ $396,716-$875,076
2021$542,944$172,000▲ $389,836-$1,102,286
2020$356,379$175,530▲ $13,559-$542,944
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dan QuesnelHead Of SchoolFT$197,921$197,921

Board Members and Trustees

NameTitle
Jeff LongshorePresident
Kristel McLawhornVice President
Aaron DenisonTrustee
Allen SicleyTrustee
Ashley EatmonTrustee
Carl TurnerTrustee
David FairbrotherTrustee
Jenny OliverioTrustee
Jimmy HiteTrustee
Kenji LeonardTrustee
Linda RobersonTrustee
Lynne GarrisonTrustee
Marc HustvedtTrustee
Rachel SpeicherTrustee
Scott BarkerTrustee
Sterling EdmondsTrustee
Sue Ann Forrest SwiftTrustee
Tamara ShustermanTrustee
Trey SloanTrustee
Brandon TateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,066,190
Program Service Revenue
$5,304,649
Investment Income
$77,418
Other Revenue
$96,565
All Other Contributions
$980,569
Change in Net Assets
$1,234,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,544,822
Revenue Not Reported on Form 990
$253,879
Total Revenue per Audited Statements
$6,798,701
Total Revenue per Form 990
$6,544,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,672,987
Other Expenses$1,637,324
Total Fundraising Expense$167,543
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,280,684$455,857$93,642$2,830,183
Other Employee Benefits$335,401$67,039$13,771$416,211
Occupancy$269,583$20,958$5,240$295,781
Depreciation Depletion$252,532$22,447$5,612$280,591
Payroll Taxes$176,584$35,295$7,250$219,129
Current Officers, Directors, Trustees, and Key Employees$167,184$33,416$6,864$207,464
Information Technology$104,527--$104,527
Interest$63,128$5,611$1,403$70,142
Fees for Services Other$6,672$56,192$274$63,138
Insurance$54,627$4,856$1,214$60,697
Advertising$21,940-$27,312$49,252
All Other Expenses-$31,432-$31,432
Office Expenses$7,778$21,248$1,226$30,252
Other Expenses$4,136$16,545$2,159$20,681
Conferences and Meetings$13,001$4,787$534$18,322
Travel--$757$757
Total Functional Expenses$4,319,560$823,208$167,543$5,310,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,425,311
Expenses per Audited Statements$5,310,311
Total Expenses per Form 990$5,310,311
Expenses Not Reported on Form 990$115,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,589
Fundraising Direct Expenses$49,316
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$85,621-$14,366-
Event Revenue$60,589$60,589$34,950$25,639
Total Events$146,210$60,589$49,316$11,273
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-
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, Section B, 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, Part VI, Section B, Line 12C

“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, Section B, Line 15A

“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, Section C, Line 18

“No documents available to the public.”

Form 990, Part VI, Section C, 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
Brandon Tate
Title
Treasurer
Signed
2025-03-19
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
137
Volunteers
10

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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