Civic Intelligence

St. Augustine Academy Inc.

990 • Fiscal year 2021 • EIN 73-1538893

Jun 01, 2020 to May 31, 2021 • Filed on Oct 14, 2021

6310 East 30th StreetTulsa, OK 74114

(918) 832-4600

Siviq Scores

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

Liabilities / Assets

79th percentile

0.38x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

29%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$834,276

Down $269,988 (-24%) from 2020

Net Assets

Up

$518,701

Up $586,043 (+870%) from 2020

Liabilities

Down

$315,575

Down $856,031 (-73%) from 2020

Revenue

Up

$2,052,623

Up $465,516 (+29%) from 2020

Expenses

Down

$1,468,797

Down $83,439 (-5.4%) from 2020

Net Income

Up

$583,826

Up $548,955 (+1574%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $1,131,010Liabilities 2010: $1,188,549Net Assets 2010: -$57,5392010Assets 2011: $1,126,712Liabilities 2011: $1,154,823Net Assets 2011: -$28,1112011Assets 2012: $1,168,034Liabilities 2012: $1,174,686Net Assets 2012: -$6,6522012Assets 2013: $1,131,367Liabilities 2013: $1,167,812Net Assets 2013: -$36,4452013Assets 2014: $1,100,148Liabilities 2014: $1,162,388Net Assets 2014: -$62,2402014Assets 2015: $1,108,754Liabilities 2015: $1,175,101Net Assets 2015: -$66,3472015Assets 2016: $1,089,638Liabilities 2016: $1,137,278Net Assets 2016: -$47,6402016Assets 2017: $1,019,690Liabilities 2017: $1,083,963Net Assets 2017: -$64,2732017Assets 2018: $955,013Liabilities 2018: $1,092,369Net Assets 2018: -$137,3562018Assets 2019: $963,409Liabilities 2019: $1,103,214Net Assets 2019: -$139,8052019Assets 2020: $1,104,264Liabilities 2020: $1,171,606Net Assets 2020: -$67,3422020Assets 2021: $834,276Liabilities 2021: $315,575Net Assets 2021: $518,7012021Assets 2022: $1,019,009Liabilities 2022: $92,541Net Assets 2022: $926,4682022Assets 2023: $998,342Liabilities 2023: $60,839Net Assets 2023: $937,5032023Assets 2024: $838,279Liabilities 2024: $71,114Net Assets 2024: $767,1652024Assets 2025: $796,190Liabilities 2025: $295,739Net Assets 2025: $500,4512025

Highlighted filing

2021

Assets$834,276
Liabilities$315,575
Net Assets$518,701

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,047,9552010Expenses 2011: $928,7882011Expenses 2012: $1,086,8822012Expenses 2013: $1,161,0512013Revenue 2014: $1,278,911Expenses 2014: $1,299,177Net Income 2014: -$20,2662014Revenue 2015: $1,349,748Expenses 2015: $1,353,855Net Income 2015: -$4,1072015Revenue 2016: $1,387,568Expenses 2016: $1,368,861Net Income 2016: $18,7072016Revenue 2017: $1,381,043Expenses 2017: $1,397,674Net Income 2017: -$16,6312017Revenue 2018: $1,332,685Expenses 2018: $1,425,399Net Income 2018: -$92,7142018Revenue 2019: $1,552,326Expenses 2019: $1,562,437Net Income 2019: -$10,1112019Revenue 2020: $1,587,107Expenses 2020: $1,552,236Net Income 2020: $34,8712020Revenue 2021: $2,052,623Expenses 2021: $1,468,797Net Income 2021: $583,8262021Revenue 2022: $1,988,135Expenses 2022: $1,578,843Net Income 2022: $409,2922022Revenue 2023: $1,964,141Expenses 2023: $1,953,107Net Income 2023: $11,0342023Revenue 2024: $1,551,691Expenses 2024: $1,728,733Net Income 2024: -$177,0422024Revenue 2025: $1,482,645Expenses 2025: $1,686,969Net Income 2025: -$204,3242025

Highlighted filing

2021

Revenue$2,052,623
Expenses$1,468,797
Net Income$583,826
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 14, 2021
Return Version
2020v4.1
Gross Receipts
$2,052,623
Mission and Program Overview

Mission

The academy is a school serving students Kindergarten through twelfth grade living in the Tulsa metropolitan area. It is a private Christian classical college preparatory school with no church affiliation receiving no financial support from any denomination.

The academy is a school serving students Kindergarten through twelfth grade living in the Tulsa metropolitan area. It is a private, Christian classical college preparatory school with no church affiliation, receiving no financial support from any denomination.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$781,600$677,691▼ $103,909
Rtn Earn Endowment Incm Other Fnds$-67,342$518,701▲ $586,043
Cash and Non-Interest-Bearing Accounts$110,641$130,065▲ $19,424
Accounts Receivable$102,043$20,310▼ $81,733
Savings and Temporary Cash Investments$107,866$6,210▼ $101,656
Prepaid Expenses and Deferred Charges$2,114$0▼ $2,114
Total Assets$1,104,264$834,276▼ $269,988
Liabilities
Grants Payable$154,600$150,000▼ $4,600
Mortgage Notes Payable Secured by Investment Property$971,102$107,103▼ $863,999
Accounts Payable and Accrued Expenses$37,465$41,262▲ $3,797
Deferred Revenue$8,439$17,210▲ $8,771
Total Liabilities$1,171,606$315,575▼ $856,031
Net Assets / Fund Balance
Total Net Assets Fund Balance$-67,342$518,701▲ $586,043
Total Liabilities and Net Assets / Fund Balance$1,104,264$834,276▼ $269,988

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$562,844$440,493-
Other Land Buildings$5,753$51,387-
Land$107,017--
Equipment$2,077$159,442-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan Nikki BellChairman
Teece ChambersVice Chairman
Aaron PayneBoard member
Kevin RowlandBoard member
Chris AutreySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$960,408
Program Service Revenue
$1,091,861
Investment Income
$354
Other Revenue
$0
All Other Contributions
$805,808
Change in Net Assets
$583,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$808,671
Other Expenses$424,984
Grants and Similar Amounts Paid$235,142
Total Fundraising Expense$1,340
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$524,491$208,026$0$732,517
Grants to Domestic Orgs$235,142--$235,142
Occupancy$25,744$96,849$0$122,593
All Other Expenses$20,246$37,668$0$57,914
Payroll Taxes$46,978$10,215$0$57,193
Depreciation Depletion$8,482$31,909$0$40,391
Office Expenses$5,606$22,734$0$28,340
Advertising$0$26,758$0$26,758
Insurance$22,734$0$0$22,734
Other Employee Benefits$3,982$14,979$0$18,961
Fees for Services Accounting$2,606$9,805$0$12,411
Interest$10,483$0$0$10,483
Information Technology$1,752$6,589$0$8,341
Fees for Services Legal$635$2,388$0$3,023
Conferences and Meetings$0$1,350$0$1,350
Travel$21$79$0$100
Other Expenses$2$8$0$10
Total Functional Expenses$984,000$483,457$1,340$1,468,797
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
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 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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
St Augustine Academy Inc
EIN
73-1538893
Phone
9188324600
Address
6310 East 30th Street, Tulsa, OK 74114

Signing Officer

Name
John Ahrens
Title
Administrator
Phone
9188324600
Signed
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
39
Volunteers
40

Preparer

Firm
Lana S Ortwein CPA PLLC
Address
5516 E 113th St, Tulsa, OK 74137
Preparer
Lana S Ortwein
Phone
9188452995
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

The organization makes its governing documents, conflict of interests policies and financial statements available to the public upon request.

Pt VI, Line 11B

The academy makes every effort to make available upon request the annual form 990 as well as the audited financial statements of the organization.

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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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IRS990/PYRevenuesLessExpensesAmt034871
IRS990/PYSalariesCompEmpBnftPaidAmt0833772
IRS990/PYTotalExpensesAmt01552236
IRS990/PYTotalRevenueAmt01587107
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0583826
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01092102
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-67342
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0518701
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107866
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06210
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0562844
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0440493
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01003337
IRS990ScheduleD/EquipmentGrp/BookValueAmt02077
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0159442
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0161519
IRS990ScheduleD/LandGrp/BookValueAmt0107017
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0107017
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05753
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt051387
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt057140
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0677691
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
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship and tuition assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0235142
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0tuition reduction/waiver
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt072
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The school maintains appications and a strict scholarship process for the awarding of both academic and need based aid.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization makes its governing documents, conflict of interests policies and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The academy makes every effort to make available upon request the annual form 990 as well as the audited financial statements of the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01104264
IRS990/TotalAssetsEOYAmt0834276
IRS990/TotalAssetsGrp/BOYAmt01104264
IRS990/TotalAssetsGrp/EOYAmt0834276
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0960408
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01340
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0483457
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0984000
IRS990/TotalFunctionalExpensesGrp/TotalAmt01468797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01171606
IRS990/TotalLiabilitiesEOYAmt0315575
IRS990/TotalLiabilitiesGrp/BOYAmt01171606
IRS990/TotalLiabilitiesGrp/EOYAmt0315575
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-67342
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0518701
IRS990/TotalProgramServiceExpensesAmt0984000
IRS990/TotalProgramServiceRevenueAmt01091861
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01092215
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02052623
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01104264
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0834276
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt079
IRS990/TravelGrp/ProgramServicesAmt021
IRS990/TravelGrp/TotalAmt0100
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06310 E 30th St
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074114
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.acatulsa.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Ahrens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/PhoneNum09188324600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Augustine Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0STAU
ReturnHeader/Filer/EIN0731538893
ReturnHeader/Filer/PhoneNum09188324600
ReturnHeader/Filer/USAddress/AddressLine1Txt06310 East 30th Street
ReturnHeader/Filer/USAddress/CityNm0Tulsa

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.30$0.50$1.48$1.69$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.07$0.77$1.55$1.73$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.06$0.94$1.96$1.95$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.09$0.93$1.99$1.58$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.32$0.52$2.05$1.47$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$1.17$0.07$1.59$1.55$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$1.10$0.14$1.55$1.56$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$1.09$0.14$1.33$1.43$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.08$0.06$1.38$1.40$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.14$0.05$1.39$1.37$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.11$1.18$0.07$1.35$1.35$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.10$1.16$0.06$1.28$1.30$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.17$0.04$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.17$0.01$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.15$0.03$0.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.19$0.06$1.05