Civic Intelligence

The Post Oak School

990 • Fiscal year 2015 • EIN 74-1486232

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 29, 2016

4600 BissonnetBellaire, TX 77401

(713) 661-6688

Siviq Scores

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

Liabilities / Assets

50th percentile

0.24x

Higher debt load relative to assets than 50% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.41x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$216,192

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.3%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$18,860,361

Up $781,985 (+4.3%) from 2014

Net Assets

Up

$14,299,096

Up $1,298,925 (+10.0%) from 2014

Liabilities

Down

$4,561,265

Down $516,940 (-10%) from 2014

Revenue

Up

$11,243,306

Up $1,355,151 (+14%) from 2014

Expenses

Up

$9,908,702

Up $1,065,083 (+12%) from 2014

Net Income

Up

$1,334,604

Up $290,068 (+28%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$18,860,361
Liabilities$4,561,265
Net Assets$14,299,096

Operations Trend

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

2015

Revenue$11,243,306
Expenses$9,908,702
Net Income$1,334,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 29, 2016
Return Version
2014v6.0
Gross Receipts
$12,090,917
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$9,761,456$10,870,420▲ $1,108,964
Savings and Temporary Cash Investments$4,195,498$4,010,133▼ $185,365
Investments in Publicly Traded Securities$1,823,325$1,872,388▲ $49,063
Pledges and Grants Receivable$1,577,645$1,243,597▼ $334,048
Cash and Non-Interest-Bearing Accounts$486,511$608,200▲ $121,689
Prepaid Expenses and Deferred Charges$175,148$146,051▼ $29,097
Accounts Receivable$58,793$109,572▲ $50,779
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$18,078,376$18,860,361▲ $781,985
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,365,963$2,234,780▼ $131,183
Deferred Revenue$2,165,604$1,679,069▼ $486,535
Accounts Payable and Accrued Expenses$546,638$647,416▲ $100,778
Total Liabilities$5,078,205$4,561,265▼ $516,940
Net Assets / Fund Balance
Unrestricted Net Assets$9,781,503$11,186,436▲ $1,404,933
Temporarily Rstr Net Assets$2,567,326$2,461,318▼ $106,008
Permanently Rstr Net Assets$651,342$651,342→ $0
Total Net Assets Fund Balance$13,000,171$14,299,096▲ $1,298,925
Total Liabilities and Net Assets / Fund Balance$18,078,376$18,860,361▲ $781,985

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,269,322$3,751,166$8,020,488
Land$5,824,558-$5,824,558
Equipment$193,924$653,761$847,685
Other Land Buildings$582,616-$582,616

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,816,100$34,750▲ $14,311-$1,865,161
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John LongPresidentFT$182,752$33,440$216,192
Robin LunsfordCFOFT$109,861$13,509$123,370

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Gensler ArchitectsArchitectural SvcPO Box 848279, Dallas, TX 75284$220,162
DTK JanitorialJanitorial8570 Katy Freeway Ste 114, Houston, TX 77024$132,527
Revenue and Support

Revenue Composition

Contributions and Grants
$2,171,229
Program Service Revenue
$9,355,382
Investment Income
$56,425
Other Revenue
$-339,730
All Other Contributions
$1,832,524
Change in Net Assets
$1,334,604

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table209$159,488Fair Market Value (FMV)
Securities Publicly Traded3$47,015Nyse
Total Noncash Contributions212$206,503-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,274,021
Revenue Not Reported on Financial Statements
$969,285
Revenue Not Reported on Form 990
$-35,679
Other Revenue Adjustments
$969,285
Total Revenue per Audited Statements
$10,238,342
Total Revenue per Form 990
$11,243,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,098,789
Other Expenses$2,768,685
Grants and Similar Amounts Paid$969,285
Total Fundraising Expense$324,914
Professional Fundraising Fees$71,943

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,006,405$690,337$118,776$4,815,518
Grants to Domestic Individuals$969,285--$969,285
Occupancy$615,387$13,438$1,753$630,578
Other Employee Benefits$350,297$64,419$11,375$426,091
Depreciation Depletion$399,584$6,779$884$407,247
Payroll Taxes$300,090$53,266$9,400$362,756
Current Officers, Directors, Trustees, and Key Employees$281,958$49,115$8,489$339,562
Information Technology$164,021$24,381$4,302$192,704
Pension Plan Contributions$125,435$24,998$4,429$154,862
Insurance$119,782$17,187$1,709$138,678
Conferences and Meetings$121,377$2,552$512$124,441
Interest$93,728$23,583-$117,311
Other Expenses$23,843$59,570$87,574$83,413
Office Expenses$60,792$10,208$1,915$72,915
Fees for Services Professional Fundraising--$71,943$71,943
Fees for Services Legal-$34,888-$34,888
Fees for Services Accounting-$21,015-$21,015
Travel$14,574--$14,574
Fees for Services Other$8,510$1,277$227$10,014
Total Functional Expenses$8,422,505$1,161,283$324,914$9,908,702

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,908,702
Expenses per Audited Statements$8,939,417
Total Expenses per Audited Statements$8,939,417
Expenses Not Reported on Financial Statements$969,285
Other Expense Adjustments$969,285
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$354,685
Fundraising Direct Expenses$280,072
Professional Fundraising Fees$71,943

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$693,390$354,685$197,717$156,968
Total Events$693,390$354,685$280,072$74,613
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

Filer Name
The Post Oak School
EIN
74-1486232
Phone
7136616688
Address
4600 Bissonnet, Bellaire, TX 77401

Signing Officer

Name
John Long
Title
President
Signed
2016-02-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Long
Formed
1964
Legal Domicile
TX
Voting Board Members
16
Independent Board Members
15
Employees
98
Volunteers
125

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
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 $969285

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

Financial aid to students $969285

Raw XML AppendixShowing 400 of 717 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0546638
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0647416
IRS990/AccountsReceivableGrp/BOYAmt058793
IRS990/AccountsReceivableGrp/EOYAmt0109572
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01832524
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Robin Lunsford
IRS990/BooksInCareOfDetail/PhoneNum07136616688
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04600 Bissonnet
IRS990/BooksInCareOfDetail/USAddress/CityNm0Bellaire
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077401
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0486511
IRS990/CashNonInterestBearingGrp/EOYAmt0608200
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08489
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049115
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0281958
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0339562
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0512
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02552
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0121377
IRS990/ConferencesMeetingsGrp/TotalAmt0124441
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0132527
IRS990/ContractorCompensationGrp/CompensationAmt1220162
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08570 Katy Freeway Ste 114
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO Box 848279
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Houston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Dallas
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd077024
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd175284
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DTK Janitorial
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Gensler Architects
IRS990/ContractorCompensationGrp/ServicesDesc0Janitorial
IRS990/ContractorCompensationGrp/ServicesDesc1Architectural Svc
IRS990/ContriRptFundraisingEventAmt0338705
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02171229
IRS990/CYGrantsAndSimilarPaidAmt0969285
IRS990/CYInvestmentIncomeAmt056425
IRS990/CYOtherExpensesAmt02768685
IRS990/CYOtherRevenueAmt0-339730
IRS990/CYProgramServiceRevenueAmt09355382
IRS990/CYRevenuesLessExpensesAmt01334604
IRS990/CYSalariesCompEmpBnftPaidAmt06098789
IRS990/CYTotalExpensesAmt09908702
IRS990/CYTotalFundraisingExpenseAmt0324914
IRS990/CYTotalProfFndrsngExpnsAmt071943
IRS990/CYTotalRevenueAmt011243306
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt02165604
IRS990/DeferredRevenueGrp/EOYAmt01679069
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0884
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06779
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0399584
IRS990/DepreciationDepletionGrp/TotalAmt0407247
IRS990/Desc0The Post Oak School provides a comprehensive Montessori education, recognized by the Association Montessori Internationale (AMI) and accredited by the International Schools of the Southwest (ISAS), to a diverse population of approximately 460 students from infancy to high school. In keeping with Dr. Montessoris ideals, children work in multi age classrooms with a high level of freedom in choosing their own foundations in language, math, geography, science, music, and other disciplines. During the 2012-2013 school year, the school added a High School on a second campus located in the museum district of Houston which will incorporate the principles of Dr. Montessori as well as the International Baccalaureate.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt098
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt08422506
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021015
IRS990/FeesForServicesAccountingGrp/TotalAmt021015
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt034888
IRS990/FeesForServicesLegalGrp/TotalAmt034888
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0227
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01277
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08510
IRS990/FeesForServicesOtherGrp/TotalAmt010014
IRS990/FeesForServicesProfFundraising/FundraisingAmt071943
IRS990/FeesForServicesProfFundraising/TotalAmt071943
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1560.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1655.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1533440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1613509
IRS990/Form990PartVIISectionAGrp/PersonNm0Melissa Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm1Adam Forman
IRS990/Form990PartVIISectionAGrp/PersonNm2Manuel Sanchez
IRS990/Form990PartVIISectionAGrp/PersonNm3Rakesh Agrawal
IRS990/Form990PartVIISectionAGrp/PersonNm4Blair Garrou
IRS990/Form990PartVIISectionAGrp/PersonNm5Vean Gregg
IRS990/Form990PartVIISectionAGrp/PersonNm6Windi Grimes
IRS990/Form990PartVIISectionAGrp/PersonNm7Mario Kapusta
IRS990/Form990PartVIISectionAGrp/PersonNm8Lloyd Kirchner
IRS990/Form990PartVIISectionAGrp/PersonNm9Bert Mellinger
IRS990/Form990PartVIISectionAGrp/PersonNm10Vikas Mittal
IRS990/Form990PartVIISectionAGrp/PersonNm11Catherine Orr
IRS990/Form990PartVIISectionAGrp/PersonNm12Jaana Porra
IRS990/Form990PartVIISectionAGrp/PersonNm13Marc Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm14Alan Ying
IRS990/Form990PartVIISectionAGrp/PersonNm15John Long
IRS990/Form990PartVIISectionAGrp/PersonNm16Robin Lunsford
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15182752
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16109861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
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/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0338705
IRS990/FundraisingDirectExpensesAmt0280072
IRS990/FundraisingGrossIncomeAmt0354685
IRS990/GainOrLossGrp/SecuritiesAmt0-7
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0969285
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0969285
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0969285
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0567532
IRS990/GrossReceiptsAmt012090917
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04302
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024381
IRS990/InformationTechnologyGrp/ProgramServicesAmt0164021
IRS990/InformationTechnologyGrp/TotalAmt0192704
IRS990/InsuranceGrp/FundraisingAmt01709
IRS990/InsuranceGrp/ManagementAndGeneralAmt017187
IRS990/InsuranceGrp/ProgramServicesAmt0119782
IRS990/InsuranceGrp/TotalAmt0138678
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt023583
IRS990/InterestGrp/ProgramServicesAmt093728
IRS990/InterestGrp/TotalAmt0117311
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt056432
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056432
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01823325
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01872388
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04404927
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09761456
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010870420
IRS990/LandBldgEquipCostOrOtherBssAmt015275347
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0567539
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02365963
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02234780
IRS990/NetAssetsOrFundBalancesBOYAmt013000171
IRS990/NetAssetsOrFundBalancesEOYAmt014299096
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt074613
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt074613
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-35679
IRS990/NoncashContributionsAmt0206503
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01753
IRS990/OccupancyGrp/ManagementAndGeneralAmt013438
IRS990/OccupancyGrp/ProgramServicesAmt0615387
IRS990/OccupancyGrp/TotalAmt0630578
IRS990/OfficeExpensesGrp/FundraisingAmt01915
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010208
IRS990/OfficeExpensesGrp/ProgramServicesAmt060792
IRS990/OfficeExpensesGrp/TotalAmt072915
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011375
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064419
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0350297
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0426091
IRS990/OtherExpensesGrp/Desc0Educational materials/supplies
IRS990/OtherExpensesGrp/Desc1Other expenses
IRS990/OtherExpensesGrp/Desc2Other Event expenses
IRS990/OtherExpensesGrp/Desc3High School Start-Up/Training
IRS990/OtherExpensesGrp/FundraisingAmt01626
IRS990/OtherExpensesGrp/FundraisingAmt187574
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt064270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt159570
IRS990/OtherExpensesGrp/ProgramServicesAmt0724069
IRS990/OtherExpensesGrp/ProgramServicesAmt143368
IRS990/OtherExpensesGrp/ProgramServicesAmt223843
IRS990/OtherExpensesGrp/TotalAmt0724069
IRS990/OtherExpensesGrp/TotalAmt1109264
IRS990/OtherExpensesGrp/TotalAmt287574
IRS990/OtherExpensesGrp/TotalAmt383413
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Loss on CIP abandonment
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-414343
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-414343
IRS990/OtherRevenueTotalAmt0-414343
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0118776
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0690337
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04006405
IRS990/OtherSalariesAndWagesGrp/TotalAmt04815518
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt09400
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053266
IRS990/PayrollTaxesGrp/ProgramServicesAmt0300090
IRS990/PayrollTaxesGrp/TotalAmt0362756
IRS990/PensionPlanContributionsGrp/FundraisingAmt04429
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024998
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0125435
IRS990/PensionPlanContributionsGrp/TotalAmt0154862

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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