Civic Intelligence

Oak Hall Episcopal School

990 • Fiscal year 2017 • EIN 73-1023224

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

P O Box 1807Ardmore, OK 73402

(580) 226-2341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.06x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.14x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.9%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Flat

$3,858,818

Flat from 2017

Net Assets

Flat

$3,624,832

Flat from 2017

Liabilities

Flat

$233,986

Flat from 2017

Revenue

Flat

$1,710,814

Flat from 2017

Expenses

Flat

$1,630,616

Flat from 2017

Net Income

Flat

$80,198

Flat from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,213,989Liabilities 2011: $477,397Net Assets 2011: $3,736,5922011Assets 2012: $4,059,094Liabilities 2012: $391,650Net Assets 2012: $3,667,4442012Assets 2013: $4,168,984Liabilities 2013: $369,696Net Assets 2013: $3,799,2882013Assets 2014: $3,984,382Liabilities 2014: $345,429Net Assets 2014: $3,638,9532014Assets 2015: $3,993,239Liabilities 2015: $258,831Net Assets 2015: $3,734,4082015Assets 2016: $3,823,377Liabilities 2016: $278,743Net Assets 2016: $3,544,6342016Assets 2017: $3,858,818Liabilities 2017: $233,986Net Assets 2017: $3,624,8322017Assets 2017: $3,858,818Liabilities 2017: $233,986Net Assets 2017: $3,624,8322017Assets 2018: $3,701,927Liabilities 2018: $284,720Net Assets 2018: $3,417,2072018Assets 2019: $3,923,100Liabilities 2019: $333,384Net Assets 2019: $3,589,7162019Assets 2020: $3,829,776Liabilities 2020: $430,128Net Assets 2020: $3,399,6482020Assets 2021: $4,229,487Liabilities 2021: $347,170Net Assets 2021: $3,882,3172021Assets 2022: $3,875,453Liabilities 2022: $344,261Net Assets 2022: $3,531,1922022Assets 2023: $3,912,441Liabilities 2023: $333,290Net Assets 2023: $3,579,1512023Assets 2025: $4,536,912Liabilities 2025: $441,021Net Assets 2025: $4,095,8912025

Highlighted filing

2017

Assets$3,858,818
Liabilities$233,986
Net Assets$3,624,832

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,293,782Expenses 2011: $1,290,911Net Income 2011: $2,8712011Expenses 2012: $1,356,2652012Expenses 2013: $1,391,6632013Revenue 2014: $1,550,269Expenses 2014: $1,609,269Net Income 2014: -$59,0002014Revenue 2015: $1,679,250Expenses 2015: $1,528,719Net Income 2015: $150,5312015Revenue 2016: $1,472,767Expenses 2016: $1,658,393Net Income 2016: -$185,6262016Revenue 2017: $1,710,814Expenses 2017: $1,630,616Net Income 2017: $80,1982017Revenue 2017: $1,710,814Expenses 2017: $1,630,616Net Income 2017: $80,1982017Revenue 2018: $1,505,035Expenses 2018: $1,707,174Net Income 2018: -$202,1392018Revenue 2019: $1,872,131Expenses 2019: $1,699,621Net Income 2019: $172,5102019Revenue 2020: $1,494,951Expenses 2020: $1,671,717Net Income 2020: -$176,7662020Revenue 2021: $1,971,855Expenses 2021: $1,679,817Net Income 2021: $292,0382021Revenue 2022: $1,496,338Expenses 2022: $1,834,116Net Income 2022: -$337,7782022Revenue 2023: $1,889,578Expenses 2023: $1,951,367Net Income 2023: -$61,7892023Revenue 2025: $2,709,837Expenses 2025: $2,377,291Net Income 2025: $332,5462025

Highlighted filing

2017

Revenue$1,710,814
Expenses$1,630,616
Net Income$80,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.1
Gross Receipts
$1,842,666
Mission and Program Overview

Mission

Oak hall is dedicated to ensuring the intellectual, creative physical, social, emotional, and spiritual growth of each student to his/her fullest potential within a christian atmosphere. A positive self-image, a sense of true worth, and the feeling of being valued as a school partner and a child of god are goals inherent to the school's mission. Each student will leave oak hall with the tools to function in a global society as a major contributor.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,283,241$2,196,180▼ $87,061
Investments Other Securities$606,407$815,885▲ $209,478
Investments in Publicly Traded Securities$495,921$456,958▼ $38,963
Savings and Temporary Cash Investments$213,851$187,890▼ $25,961
Cash and Non-Interest-Bearing Accounts$192,012$180,445▼ $11,567
Accounts Receivable$30,725$41,744▲ $11,019
Total Assets$3,823,377$3,858,818▲ $35,441
Other Assets Total$1,220$-20,284▼ $21,504
Liabilities
Deferred Revenue$194,733$187,603▼ $7,130
Other Liabilities$70,477$38,309▼ $32,168
Accounts Payable and Accrued Expenses$13,533$8,074▼ $5,459
Total Liabilities$278,743$233,986▼ $44,757
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,771,931$3,113,869▲ $341,938
Unrestricted Net Assets$772,703$510,963▼ $261,740
Total Net Assets Fund Balance$3,544,634$3,624,832▲ $80,198
Total Liabilities and Net Assets / Fund Balance$3,823,377$3,858,818▲ $35,441

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,328,888-$4,328,888
Equipment$271,802-$271,802
Land$75,361-$75,361
Other Securities$815,885--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$457,374
Program Service Revenue
$952,710
Investment Income
$300,730
Other Revenue
$0
All Other Contributions
$457,374
Change in Net Assets
$80,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,710,814
Total Revenue per Audited Statements
$1,710,814
Total Revenue per Form 990
$1,710,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,031,446
Other Expenses$599,170
Total Fundraising Expense$39,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$668,337$234,790-$903,127
Occupancy$153,139--$153,139
Depreciation Depletion$147,288--$147,288
All Other Expenses$121,808-$4,141$125,949
Other Employee Benefits$64,174--$64,174
Payroll Taxes$47,557$16,588-$64,145
Insurance$31,000--$31,000
Fees for Services Accounting-$15,777-$15,777
Other Expenses$14,984-$35,098$14,984
Office Expenses$11,465--$11,465
Fees for Service Investment Mgmnt Fees-$7,466-$7,466
Advertising$1,860--$1,860
Interest$1,278--$1,278
Travel$920--$920
Total Functional Expenses$1,316,756$274,621$39,239$1,630,616

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,630,616
Total Expenses per Audited Statements$1,630,616
Total Expenses per Form 990$1,630,616
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
N/p-plant Fund$30,394
N/p-bancfirst$19,003
Cafeteria Withheld$11,532
Retirement Withholding$1,315
Garnishment Payable$281
Suta Payable$188
Aflac Payable$57
Due to Fund$-24,461
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Board members are elected annually based on the amount of members finishing their term. New members are nominated and voted on annually.

Form 990, Page 6, Part VI, Line 7B

A majority of members is needed to pass a motion and make decisions.

Form 990, Page 6, Part VI, Line 11B

Tax return is presented to the finance committee. The treasurer is the chairman of this committee. It is reviewed. If no changes, it is signed by the treasurer and filed.

Form 990, Page 6, Part VI, Line 15A

Their is a committee to is responsible for setting the head master's salary, firing, and/or hiring of this position.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Oak Hall Episcopal School
EIN
73-1023224
Phone
5802262341
Address
P O BOX 1807, ARDMORE, OK 73402

Signing Officer

Name
Brett Morton
Title
President
Phone
5802262341
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Morton
Voting Board Members
12
Independent Board Members
12
Employees
45

Preparer

Firm
Jodie a Douglass CPA Inc
Address
1505 N COMMERCE STE 202, ARDMORE, OK 73401-1859
Preparer
Jodie Douglass Austin
Phone
5802235122
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Oak hall is dedicated to ensuring the intellectual, creative physical, social, emotional, and spiritual growth of each student to his/her fullest potential within a christian atmosphere. A positive self-image, a sense of true worth, and the feeling of being valued as a school partner and a child of god are goals inherent to the school's mission. Each student will leave oak hall with the tools to function in a global society as a major contributor.

Form 990, Page 1, Part I, Line 6

Volunteers help in the following ways: in the classroom special project fundraising auction event parent association board of directors

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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0153139
IRS990/OccupancyGrp/TotalAmt0153139
IRS990/OfficeExpensesGrp/ProgramServicesAmt011465
IRS990/OfficeExpensesGrp/TotalAmt011465
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01220
IRS990/OtherAssetsTotalGrp/EOYAmt0-20284
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064174
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064174
IRS990/OtherExpensesGrp/Desc0AUCTION
IRS990/OtherExpensesGrp/Desc1OWL UNIVERSITY
IRS990/OtherExpensesGrp/Desc26TH GRADE CLASS TRIP
IRS990/OtherExpensesGrp/Desc3SPECIAL PROJECTS
IRS990/OtherExpensesGrp/FundraisingAmt035098
IRS990/OtherExpensesGrp/ProgramServicesAmt028268
IRS990/OtherExpensesGrp/ProgramServicesAmt124678
IRS990/OtherExpensesGrp/ProgramServicesAmt214984
IRS990/OtherExpensesGrp/TotalAmt035098
IRS990/OtherExpensesGrp/TotalAmt128268
IRS990/OtherExpensesGrp/TotalAmt224678
IRS990/OtherExpensesGrp/TotalAmt314984
IRS990/OtherLiabilitiesGrp/BOYAmt070477
IRS990/OtherLiabilitiesGrp/EOYAmt038309
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0234790
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0668337
IRS990/OtherSalariesAndWagesGrp/TotalAmt0903127
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016588
IRS990/PayrollTaxesGrp/ProgramServicesAmt047557
IRS990/PayrollTaxesGrp/TotalAmt064145
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02771931
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03113869
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRETT MORTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVITY/ENROLLMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2LUNCHROOM INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OWL UNIVERSITY
IRS990/ProgramServiceRevenueGrp/Desc4EXTENDED DAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0703581
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166732
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt251084
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt334226
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt431010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0703581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166732
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt334226
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt431010
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0477684
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-4309
IRS990/PYOtherExpensesAmt0624745
IRS990/PYProgramServiceRevenueAmt0999392
IRS990/PYRevenuesLessExpensesAmt0-185626
IRS990/PYSalariesCompEmpBnftPaidAmt01033648
IRS990/PYTotalExpensesAmt01658393
IRS990/PYTotalRevenueAmt01472767
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt080198
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0213851
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0187890
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0271802
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0271802
IRS990ScheduleD/ExpensesSubtotalAmt01630616
IRS990ScheduleD/LandGrp/BookValueAmt075361
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt075361
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04328888
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04328888
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119003
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt211532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7-24461
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P-PLANT FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1N/P-BANCFIRST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CAFETERIA WITHHELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RETIREMENT WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4GARNISHMENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SUTA PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6AFLAC PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7DUE TO FUND
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0815885
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EPISCOPAL DIOCESE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueSubtotalAmt01710814
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04676051
IRS990ScheduleD/TotalBookValueSecuritiesAmt0815885
IRS990ScheduleD/TotalExpensesPerForm990Amt01630616
IRS990ScheduleD/TotalLiabilityAmt038309
IRS990ScheduleD/TotalRevenuePerForm990Amt01710814
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01710814
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01630616
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S DISCRIMINATION POLICY APPEARS IN THE ENROLLMENT PAPERS GIVEN TO EVERY STUDENT. IT IS AS FOLLOWS: "NO DISCRIMINATION IS MADE BECAUSE OF RACE, COLOR, RELIGION, SEX, OR NATIONAL ORIGIN.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OAK HALL IS DEDICATED TO ENSURING THE INTELLECTUAL, CREATIVE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL GROWTH OF EACH STUDENT TO HIS/HER FULLEST POTENTIAL WITHIN A CHRISTIAN ATMOSPHERE. A POSITIVE SELF-IMAGE, A SENSE OF TRUE WORTH, AND THE FEELING OF BEING VALUED AS A SCHOOL PARTNER AND A CHILD OF GOD ARE GOALS INHERENT TO THE SCHOOL'S MISSION. EACH STUDENT WILL LEAVE OAK HALL WITH THE TOOLS TO FUNCTION IN A GLOBAL SOCIETY AS A MAJOR CONTRIBUTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS HELP IN THE FOLLOWING WAYS: IN THE CLASSROOM SPECIAL PROJECT FUNDRAISING AUCTION EVENT PARENT ASSOCIATION BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE ELECTED ANNUALLY BASED ON THE AMOUNT OF MEMBERS FINISHING THEIR TERM. NEW MEMBERS ARE NOMINATED AND VOTED ON ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A MAJORITY OF MEMBERS IS NEEDED TO PASS A MOTION AND MAKE DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURN IS PRESENTED TO THE FINANCE COMMITTEE. THE TREASURER IS THE CHAIRMAN OF THIS COMMITTEE. IT IS REVIEWED. IF NO CHANGES, IT IS SIGNED BY THE TREASURER AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THEIR IS A COMMITTEE TO IS RESPONSIBLE FOR SETTING THE HEAD MASTER'S SALARY, FIRING, AND/OR HIRING OF THIS POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03823377
IRS990/TotalAssetsEOYAmt03858818
IRS990/TotalAssetsGrp/BOYAmt03823377
IRS990/TotalAssetsGrp/EOYAmt03858818
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0457374
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt039239
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0274621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01316756
IRS990/TotalFunctionalExpensesGrp/TotalAmt01630616
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0278743

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.44$4.10$2.71$2.38$0.33
2023Summary only. Only limited summary data is available for this year.$3.91$0.33$3.58$1.89$1.95$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.34$3.53$1.50$1.83$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.35$3.88$1.97$1.68$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.43$3.40$1.49$1.67$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.33$3.59$1.87$1.70$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.28$3.42$1.51$1.71$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.23$3.62$1.71$1.63$0.08
2017Summary only. Only limited summary data is available for this year.$3.86$0.23$3.62$1.71$1.63$0.08
2016Summary only. Only limited summary data is available for this year.$3.82$0.28$3.54$1.47$1.66$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.99$0.26$3.73$1.68$1.53$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.98$0.35$3.64$1.55$1.61$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.37$3.80$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.39$3.67$1.36
2011Summary only. Only limited summary data is available for this year.$4.21$0.48$3.74$1.29$1.29$0.00