Civic Intelligence

The Post Oak School

990 • Fiscal year 2014 • EIN 74-1486232

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

Organization Profilewww.postoakschool.org

View Organization Page

4600 Bissonnet77401

(713) 661-6688

Siviq Scores

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

Liabilities / Assets

54th percentile

0.28x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.51x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$211,037

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$18,078,376

Up $1,955,229 (+12%) from 2013

Net Assets

Up

$13,000,171

Up $1,307,157 (+11%) from 2013

Liabilities

Up

$5,078,205

Up $648,072 (+15%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin69th percentile

Revenue

$9,888,155

No earlier filing loaded for comparison.

Expenses

Up

$8,843,619

Up $826,204 (+10%) from 2013

Net Income

$1,044,536

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2010: $9,735,092Liabilities 2010: $1,753,812Net Assets 2010: $7,981,2802010Assets 2011: $9,849,907Liabilities 2011: $1,290,432Net Assets 2011: $8,559,4752011Assets 2012: $14,070,495Liabilities 2012: $4,754,219Net Assets 2012: $9,316,2762012Assets 2013: $16,123,147Liabilities 2013: $4,430,133Net Assets 2013: $11,693,0142013Assets 2014: $18,078,376Liabilities 2014: $5,078,205Net Assets 2014: $13,000,1712014Assets 2015: $18,860,361Liabilities 2015: $4,561,265Net Assets 2015: $14,299,0962015Assets 2016: $23,908,437Liabilities 2016: $9,110,678Net Assets 2016: $14,797,7592016Assets 2017: $26,317,226Liabilities 2017: $10,382,232Net Assets 2017: $15,934,9942017Assets 2018: $25,751,615Liabilities 2018: $8,406,747Net Assets 2018: $17,344,8682018Assets 2019: $28,003,356Liabilities 2019: $10,219,612Net Assets 2019: $17,783,7442019Assets 2020: $32,850,905Liabilities 2020: $15,472,589Net Assets 2020: $17,378,3162020Assets 2021: $33,296,853Liabilities 2021: $13,207,987Net Assets 2021: $20,088,8662021Assets 2022: $33,883,202Liabilities 2022: $13,063,805Net Assets 2022: $20,819,3972022Assets 2023: $34,654,794Liabilities 2023: $12,970,451Net Assets 2023: $21,684,3432023Assets 2024: $35,791,780Liabilities 2024: $13,030,918Net Assets 2024: $22,760,8622024

Highlighted filing

2014

Assets$18,078,376
Liabilities$5,078,205
Net Assets$13,000,171
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,690,4772010Expenses 2011: $6,499,2112011Expenses 2012: $6,933,2482012Expenses 2013: $8,017,4152013Revenue 2014: $9,888,155Expenses 2014: $8,843,619Net Income 2014: $1,044,5362014Revenue 2015: $11,243,306Expenses 2015: $9,908,702Net Income 2015: $1,334,6042015Revenue 2016: $11,414,017Expenses 2016: $10,351,709Net Income 2016: $1,062,3082016Revenue 2017: $12,233,189Expenses 2017: $11,616,494Net Income 2017: $616,6952017Revenue 2018: $13,160,749Expenses 2018: $12,452,464Net Income 2018: $708,2852018Revenue 2019: $14,258,371Expenses 2019: $13,577,838Net Income 2019: $680,5332019Revenue 2020: $14,152,219Expenses 2020: $14,159,507Net Income 2020: -$7,2882020Revenue 2021: $15,447,844Expenses 2021: $13,723,624Net Income 2021: $1,724,2202021Revenue 2022: $14,910,457Expenses 2022: $13,930,511Net Income 2022: $979,9462022Revenue 2023: $15,815,791Expenses 2023: $15,312,868Net Income 2023: $502,9232023Revenue 2024: $16,962,647Expenses 2024: $16,219,613Net Income 2024: $743,0342024

Highlighted filing

2014

Revenue$9,888,155
Expenses$8,843,619
Net Income$1,044,536
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$10,059,501
Mission and Program Overview

Mission

The mission of The Post Oak School is to provide a superior Montessori environment and dynamic learning experiences which are designed according to the developmental characteristics and needs of children; to guide and nurture each child - intellectually, socially, and emotionally.

The Post Oak School was founded to provide a superior Montessori environment and dynamic learning experiences which are designed according to the developmental characteristics and needs of children to guide and nurture each child intellectually, socially, and emotionally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,926,073$9,761,456▼ $164,617
Savings and Temporary Cash Investments$1,998,065$4,195,498▲ $2,197,433
Investments in Publicly Traded Securities$1,501,082$1,823,325▲ $322,243
Pledges and Grants Receivable$1,748,754$1,577,645▼ $171,109
Cash and Non-Interest-Bearing Accounts$691,815$486,511▼ $205,304
Prepaid Expenses and Deferred Charges$164,295$175,148▲ $10,853
Accounts Receivable$93,063$58,793▼ $34,270
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$16,123,147$18,078,376▲ $1,955,229
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,491,924$2,365,963▼ $125,961
Deferred Revenue$1,467,750$2,165,604▲ $697,854
Accounts Payable and Accrued Expenses$470,459$546,638▲ $76,179
Total Liabilities$4,430,133$5,078,205▲ $648,072
Net Assets / Fund Balance
Unrestricted Net Assets$9,874,344$9,781,503▼ $92,841
Temporarily Rstr Net Assets$1,167,328$2,567,326▲ $1,399,998
Permanently Rstr Net Assets$651,342$651,342→ $0
Total Net Assets Fund Balance$11,693,014$13,000,171▲ $1,307,157
Total Liabilities and Net Assets / Fund Balance$16,123,147$18,078,376▲ $1,955,229

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,483,535$3,434,453$7,917,988
Land$4,614,262-$4,614,262
Equipment$249,315$587,223$836,538
Other Land Buildings$414,344-$414,344

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,496,988$15,750▲ $303,362-$1,816,100
2012$1,263,699$32,500▲ $200,789-$1,496,988
2011$1,342,683$5,000▼ $43,984$40,000$1,263,699
2010$1,074,068$36,240▲ $232,375-$1,342,683
2009$941,396$56,404▲ $76,268-$1,074,068
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John LongPresidentFT$175,629$35,408$211,037
Robin LunsfordCFOFT$103,507$11,686$115,193

Board Members and Trustees

NameTitle
Lloyd KirchnerChairman
Alan YingTrustee
Barrett GreenTrustee
Bert MellingerTrustee
Blair GarrouTrustee
Catherine OrrTrustee
Harold MalveauxTrustee
Jaana PorraTrustee
Marc WalshTrustee
Mario KapustaTrustee
Melissa ColemanTrustee
Rakesh AgrawalTrustee
Vikas MittalTrustee
Windi GrimesTrustee
Adam FormanSecretary
Manuel SanchezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,561,329
Program Service Revenue
$8,284,089
Investment Income
$42,737
Other Revenue
$0
All Other Contributions
$1,561,329
Change in Net Assets
$1,044,536

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,052,606
Revenue Not Reported on Financial Statements
$835,549
Revenue Not Reported on Form 990
$262,621
Other Revenue Adjustments
$835,549
Total Revenue per Audited Statements
$9,315,227
Total Revenue per Form 990
$9,888,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,459,355
Other Expenses$2,488,046
Grants and Similar Amounts Paid$835,549
Total Fundraising Expense$317,535
Professional Fundraising Fees$60,669

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,520,762$629,976$111,091$4,261,829
Grants to Domestic Individuals$835,549--$835,549
Occupancy$498,007$10,932$1,426$510,365
Other Employee Benefits$337,478$64,356$11,357$413,191
Depreciation Depletion$395,157$6,728$878$402,763
Payroll Taxes$271,399$50,586$8,927$330,912
Current Officers, Directors, Trustees, and Key Employees$268,963$48,681$8,586$326,230
Conferences and Meetings$145,925$2,895$5,222$154,042
Information Technology$118,543$18,676$3,296$140,515
Pension Plan Contributions$102,402$21,072$3,719$127,193
Interest$98,979$23,017-$121,996
Insurance$104,106$14,780$2,274$121,160
Other Expenses$50,381$46,676$96,284$96,284
Office Expenses$68,267$19,850$2,078$90,195
Fees for Services Professional Fundraising--$60,669$60,669
Fees for Services Accounting-$20,715-$20,715
Fees for Services Other$13,099$3,459$251$16,809
Fees for Services Legal-$16,652-$16,652
Travel$8,367--$8,367
Total Functional Expenses$7,485,719$1,040,365$317,535$8,843,619

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,843,619
Expenses per Audited Statements$8,008,070
Total Expenses per Audited Statements$8,008,070
Expenses Not Reported on Financial Statements$835,549
Other Expense Adjustments$835,549
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$60,669
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 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 reviewed by the CFO and the Audit Committee. After approval, a final copy is made available for all Trustees to review via the Board of Trustees portal on the School website. Trustees are asked to review and comment on the Form prior to filing with the IRS.”

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

“Compliance with the conflict of interest policy is enforced through the use of an annual questionnaire.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Head of School's annual compensation is determined by the Head Support & Evaluation Committee using NAIS, ISAS and other data points in addition to the committee's performance review. The Committee then presents its findings to the full Board who vote on the contract renewal.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Head Support & Evaluation committee reviews the comparative data that is used to determine other key employee's compensation.”

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

“Governing documents, policies, and financial statements are made available upon request.”

Filing and Contact Details

Filer

EIN
74-1486232
Phone
7136616688

Signing Officer

Name
John Long
Title
President
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Long
Formed
1964
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
16
Employees
99
Volunteers
125

Preparer

Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Community service is deeply ingrained in the Montessori curriculum, from infancy through adolescence. By the time of Middle School, the entire class spends a half day each week working in small groups at various service agencies around Houston. Elementary students have ongoing relationships with other agencies, whether through regular site visits for volunteer work or by working on projects to benefit needy people in more distant places. Older children routinely learn the benefits and blessing of aiding others in the school's multi age classrooms. Even the infants, living in a small tight knit community, discover early on that other people have feelings. OTHER PROGRAM SERVICES 5: Faculty and Staff regularly present at national Montessori conferences and attend both national and international Montessori congresses. The School's administration has led the formation of a national Montessori administrators association. Multiple organizations, whether devoted to Montessori or traditional education, like the North American Montessori Teachers Association (NAMTA) or Independent School Management (ISM) recommend Post Oak materials, policies, and procedures as models of best practices for similar schools.”

Financial Statement Notes

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

“The Endowment fund is dedicated to benefit The Post Oak School by supporting program enrichment, specific teaching programs, Montessori training, staff professional development, tuition assistance, and operation and maintenance of the facilities”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial aid to students $835549”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial aid to students $835549”

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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/Form990PartVIISectionAGrp/PersonNm1Adam Forman
IRS990/Form990PartVIISectionAGrp/PersonNm2Manuel Sanchez
IRS990/Form990PartVIISectionAGrp/PersonNm3Rakesh Agrawal
IRS990/Form990PartVIISectionAGrp/PersonNm4Melissa Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm5Blair Garrou
IRS990/Form990PartVIISectionAGrp/PersonNm6Barrett Green
IRS990/Form990PartVIISectionAGrp/PersonNm7Windi Grimes
IRS990/Form990PartVIISectionAGrp/PersonNm8Mario Kapusta
IRS990/Form990PartVIISectionAGrp/PersonNm9Harold Malveaux
IRS990/Form990PartVIISectionAGrp/PersonNm10Bert Mellinger
IRS990/Form990PartVIISectionAGrp/PersonNm11Vikas Mittal
IRS990/Form990PartVIISectionAGrp/PersonNm12Catherine Orr
IRS990/Form990PartVIISectionAGrp/PersonNm13Jaana Porra
IRS990/Form990PartVIISectionAGrp/PersonNm14Marc Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm15Alan Ying
IRS990/Form990PartVIISectionAGrp/PersonNm16John Long
IRS990/Form990PartVIISectionAGrp/PersonNm17Robin Lunsford
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of The Post Oak School is to provide a superior Montessori environment and dynamic learning experiences which are designed according to the developmental characteristics and needs of children; to guide and nurture each child - intellectually, socially, and emotionally.
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IRS990/PrincipalOfficerNm0John Long
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0Auxiliary fees

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,078,376
Liabilities
$5,078,205
Net assets
$13,000,171
Revenue
$9,888,155
Expenses
$8,843,619
Net income
$1,044,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$13.0$22.8$17.0$16.2$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$13.0$21.7$15.8$15.3$0.50
2022Detailed filing. Detailed filing data is available for this year.$33.9$13.1$20.8$14.9$13.9$0.98
2021Detailed filing. Detailed filing data is available for this year.$33.3$13.2$20.1$15.4$13.7$1.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$15.5$17.4$14.2$14.2$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$10.2$17.8$14.3$13.6$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$8.41$17.3$13.2$12.5$0.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$10.4$15.9$12.2$11.6$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$9.11$14.8$11.4$10.4$1.06
2015Detailed filing. Detailed filing data is available for this year.$18.9$4.56$14.3$11.2$9.91$1.33
2014Detailed filing. Detailed filing data is available for this year.$18.1$5.08$13.0$9.89$8.84$1.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$4.43$11.7$8.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$4.75$9.32$6.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$1.29$8.56$6.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.74$1.75$7.98$5.69