Civic Intelligence

The Post Oak School

990 • Fiscal year 2021 • EIN 74-1486232

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization Profilewww.postoakschool.org

View Organization Page

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

68th percentile

0.40x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.86x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$342,772

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

24th percentile

1.4%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

9.2%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$33,296,853

Up $445,948 (+1.4%) from 2020

Net Assets

Up

$20,088,866

Up $2,710,550 (+16%) from 2020

Liabilities

Down

$13,207,987

Down $2,264,602 (-15%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin48th percentile

Revenue

Up

$15,447,844

Up $1,295,625 (+9.2%) from 2020

Expenses

Down

$13,723,624

Down $435,883 (-3.1%) from 2020

Net Income

Up

$1,724,220

Up $1,731,508 (+23758%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$33,296,853
Liabilities$13,207,987
Net Assets$20,088,866
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

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

2021

Revenue$15,447,844
Expenses$13,723,624
Net Income$1,724,220
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$15,494,441
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$19,474,990$22,332,695▲ $2,857,705
Savings and Temporary Cash Investments$9,405,174$5,290,557▼ $4,114,617
Investments in Publicly Traded Securities$2,403,739$3,350,086▲ $946,347
Cash and Non-Interest-Bearing Accounts$1,239,156$1,396,857▲ $157,701
Pledges and Grants Receivable$40,700$524,630▲ $483,930
Prepaid Expenses and Deferred Charges$252,065$307,503▲ $55,438
Accounts Receivable$35,081$94,525▲ $59,444
Total Assets$32,850,905$33,296,853▲ $445,948
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,368,840$9,863,062▼ $505,778
Deferred Revenue$2,662,628$2,765,038▲ $102,410
Accounts Payable and Accrued Expenses$490,866$308,385▼ $182,481
Other Liabilities$1,950,255$271,502▼ $1,678,753
Total Liabilities$15,472,589$13,207,987▼ $2,264,602
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,118,733$18,361,121▲ $2,242,388
Net Assets With Donor Restrictions$1,259,583$1,727,745▲ $468,162
Total Net Assets Fund Balance$17,378,316$20,088,866▲ $2,710,550
Total Liabilities and Net Assets / Fund Balance$32,850,905$33,296,853▲ $445,948

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,514,346$7,129,930$17,644,276
Land$11,425,827-$11,425,827
Equipment$351,822$1,210,552$1,562,374
Other Land Buildings$40,700-$40,700

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,396,512$43,052▲ $903,295-$3,342,859
2019$2,497,824-▼ $101,312-$2,396,512
2018$2,395,254$40,657▲ $61,913-$2,497,824
2017$2,186,790$25,492▲ $182,972-$2,395,254
2016$1,845,806$40,612▲ $300,372-$2,186,790
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maura JoycePresident, Head of SchoolFT$321,659$21,113$342,772
Kelly VaughnCFOFT$182,782$19,270$202,052
Mirani SmithHMI DirectorFT$134,643$15,884$150,527
Jeff SchneiderLower Elementary DirectorFT$127,543$14,810$142,353
Mirna Andrade-SalgadoDirector of TechnologyFT$107,598$14,261$121,859
James QuillinHS DirectorFT$106,826$14,868$121,694
Jamie LeeDean of StudentsFT$110,844$6,675$117,519

Board Members and Trustees

NameTitle
Vean GreggChairman
Alison WongTrustee
Gabriel LoperenaTrustee
Judy LeTrustee
Mark MartinTrustee
Raj ChelapurathTrustee
Rob BruceTrustee
Rochelle TafollaTrustee
Rona SonabendTrustee
Sebha AliTrustee
Whitney WalshTrustee
Gregory HanSecretary
Rick EvansTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mission ConstructionConstruction3813 Buffalo Speedway 150, Houston, TX 77098$1,409,894
DTK Facility ServicesJanitorial services9821 Katy Fwy 500, Houston, TX 77024$130,524
Revenue and Support

Revenue Composition

Contributions and Grants
$2,557,825
Program Service Revenue
$12,834,962
Investment Income
$74,104
Other Revenue
$-19,047
All Other Contributions
$437,087
Change in Net Assets
$1,724,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,954,384
Revenue Not Reported on Financial Statements
$1,493,460
Revenue Not Reported on Form 990
$834,694
Other Revenue Adjustments
$1,493,460
Total Revenue per Audited Statements
$14,789,078
Total Revenue per Form 990
$15,447,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,592,676
Other Expenses$3,658,664
Grants and Similar Amounts Paid$1,472,284
Total Fundraising Expense$278,361
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,313,747$1,197,598$98,737$6,610,082
Grants to Domestic Individuals$1,472,284--$1,472,284
Occupancy$823,888$30,424$3,179$857,491
Depreciation Depletion$781,163$12,370$1,614$795,147
Other Employee Benefits$690,989$27,458$1,891$720,338
Current Officers, Directors, Trustees, and Key Employees$191,379$236,960$79,827$508,166
Payroll Taxes$383,867$90,121$11,106$485,094
Information Technology$379,773$59,791$7,363$446,927
Interest$311,228$12,175-$323,403
Pension Plan Contributions$256,993$11,478$525$268,996
Insurance$221,617$18,099$1,939$241,655
Fees for Services Other$151,104$34,536$4,248$189,888
Conferences and Meetings$138,693$24,277$466$163,436
Office Expenses$41,699$56,090$45,262$143,051
Fees for Services Accounting-$36,951-$36,951
Fees for Services Legal-$24,347-$24,347
Other Expenses$21,176$5,717$2,663$21,176
All Other Expenses--$19,541$19,541
Total Functional Expenses$11,513,521$1,931,742$278,361$13,723,624

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,723,624
Expenses per Audited Statements$12,230,164
Total Expenses per Audited Statements$12,230,164
Expenses Not Reported on Financial Statements$1,493,460
Other Expense Adjustments$1,493,460
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,582
Fundraising Gross Income$24,535
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn.$100,001$24,535$12,377$12,158
Total Events$100,001$24,535$43,582$-19,047
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fair value of derivative agreement$271,502
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“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, Section B, line 12C

“Compliance with the conflict of interest policy is enforced through the use of an annual questionnaire. The completed questionnaires are reviewed by the Board Chair, President, and CFO to confirm that no potential conflicts of interest exist.”

Form 990, Part VI, Section B, line 15

“The Head of School's annual compensation is determined by the Head Support & Evaluation Committee using NAIS and ISAS along with using a compensation consultant 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 compensation amount and contract renewal. The Head Support & Evaluation Committee reviews the comparative data that is used to determine the compensation of other key employees.”

Form 990, Part VI, Section C, line 19

“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
Maura Joyce
Title
President
Phone
7136616688
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maura Joyce
Formed
1964
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
13
Employees
138
Volunteers
125

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of derivative agreement 151,636.”

Financial Statement Notes

Part V, Line 4:

“The Endowment fund is dedicated to benefitting 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 Adjustments:

“Financial aid to students 1,472,284. School event expenses 21,176.”

Part XII, Line 4B - Other Adjustments:

“Financial aid to students 1,472,284. School event expenses 21,176.”

Raw XML AppendixShowing 400 of 723 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0490866
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0308385
IRS990/AccountsReceivableGrp/BOYAmt035081
IRS990/AccountsReceivableGrp/EOYAmt094525
IRS990/ActivitiesConductedPrtshpInd00
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/AllOtherContributionsAmt0437087
IRS990/AllOtherExpensesGrp/FundraisingAmt019541
IRS990/AllOtherExpensesGrp/TotalAmt019541
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kelly Vaughn
IRS990/BooksInCareOfDetail/PhoneNum07136616688
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04600 Bissonnet
IRS990/BooksInCareOfDetail/USAddress/CityNm0Bellaire
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01239156
IRS990/CashNonInterestBearingGrp/EOYAmt01396857
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt079827
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0236960
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0191379
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0508166
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0466
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt024277
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0138693
IRS990/ConferencesMeetingsGrp/TotalAmt0163436
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01409894
IRS990/ContractorCompensationGrp/CompensationAmt1130524
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03813 Buffalo Speedway 150
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt19821 Katy Fwy 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Houston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Houston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd077098
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd177024
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Mission Construction
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1DTK Facility Services
IRS990/ContractorCompensationGrp/ServicesDesc0Construction
IRS990/ContractorCompensationGrp/ServicesDesc1Janitorial services
IRS990/ContriRptFundraisingEventAmt075466
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02557825
IRS990/CYGrantsAndSimilarPaidAmt01472284
IRS990/CYInvestmentIncomeAmt074104
IRS990/CYOtherExpensesAmt03658664
IRS990/CYOtherRevenueAmt0-19047
IRS990/CYProgramServiceRevenueAmt012834962
IRS990/CYRevenuesLessExpensesAmt01724220
IRS990/CYSalariesCompEmpBnftPaidAmt08592676
IRS990/CYTotalExpensesAmt013723624
IRS990/CYTotalFundraisingExpenseAmt0278361
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015447844
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02662628
IRS990/DeferredRevenueGrp/EOYAmt02765038
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01614
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt012370
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0781163
IRS990/DepreciationDepletionGrp/TotalAmt0795147
IRS990/Desc0The Post Oak School provides a comprehensive Montessori education, based on the principals and practices of Association Montessori Internationale (AMI) and accredited by the International Schools of the Southwest (ISAS), to a diverse population of approximately 500 students from infancy to high school. In keeping with Dr. Montessori's 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. The Middle School and High School are located on a second campus in the museum district of Houston which incorporates the principles of Dr. Montessori as well as the International Baccalaureate.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01259583
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01727745
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0138
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011513521
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036951
IRS990/FeesForServicesAccountingGrp/TotalAmt036951
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt024347
IRS990/FeesForServicesLegalGrp/TotalAmt024347
IRS990/FeesForServicesOtherGrp/FundraisingAmt04248
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt034536
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0151104
IRS990/FeesForServicesOtherGrp/TotalAmt0189888
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt1360.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1460.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1645.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1755.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1950.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/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/OtherCompensationAmt1321113
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1419270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1515884
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1614810
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1714261
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1814868
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt196675
IRS990/Form990PartVIISectionAGrp/PersonNm0Vean Gregg
IRS990/Form990PartVIISectionAGrp/PersonNm1Gregory Han
IRS990/Form990PartVIISectionAGrp/PersonNm2Rick Evans
IRS990/Form990PartVIISectionAGrp/PersonNm3Sebha Ali
IRS990/Form990PartVIISectionAGrp/PersonNm4Rob Bruce
IRS990/Form990PartVIISectionAGrp/PersonNm5Raj Chelapurath
IRS990/Form990PartVIISectionAGrp/PersonNm6Judy Le
IRS990/Form990PartVIISectionAGrp/PersonNm7Gabriel Loperena
IRS990/Form990PartVIISectionAGrp/PersonNm8Mark Martin
IRS990/Form990PartVIISectionAGrp/PersonNm9Rona Sonabend
IRS990/Form990PartVIISectionAGrp/PersonNm10Rochelle Tafolla
IRS990/Form990PartVIISectionAGrp/PersonNm11Whitney Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm12Alison Wong
IRS990/Form990PartVIISectionAGrp/PersonNm13Maura Joyce
IRS990/Form990PartVIISectionAGrp/PersonNm14Kelly Vaughn
IRS990/Form990PartVIISectionAGrp/PersonNm15Mirani Smith
IRS990/Form990PartVIISectionAGrp/PersonNm16Jeff Schneider
IRS990/Form990PartVIISectionAGrp/PersonNm17Mirna Andrade-Salgado
IRS990/Form990PartVIISectionAGrp/PersonNm18James Quillin
IRS990/Form990PartVIISectionAGrp/PersonNm19Jamie Lee
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/ReportableCompFromOrgAmt13321659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14182782
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15134643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16127543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17107598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18106826
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19110844
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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/TitleTxt13President, Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15HMI Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Lower Elementary Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director of Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt18HS Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Dean of Students
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt075466
IRS990/FundraisingDirectExpensesAmt043582
IRS990/FundraisingGrossIncomeAmt024535
IRS990/GainOrLossGrp/SecuritiesAmt0104
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt02045272
IRS990/GrantAmt01472284
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01472284
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01472284
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03119
IRS990/GrossReceiptsAmt015494441
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07363
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt059791
IRS990/InformationTechnologyGrp/ProgramServicesAmt0379773
IRS990/InformationTechnologyGrp/TotalAmt0446927
IRS990/InsuranceGrp/FundraisingAmt01939
IRS990/InsuranceGrp/ManagementAndGeneralAmt018099
IRS990/InsuranceGrp/ProgramServicesAmt0221617
IRS990/InsuranceGrp/TotalAmt0241655
IRS990/InterestGrp/ManagementAndGeneralAmt012175
IRS990/InterestGrp/ProgramServicesAmt0311228
IRS990/InterestGrp/TotalAmt0323403
IRS990/InvestmentIncomeGrp/ExclusionAmt074000
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074000
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02403739
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03350086
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08340482
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019474990
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022332695
IRS990/LandBldgEquipCostOrOtherBssAmt030673177
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03015
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0See Schedule OThe mission of The Post Oak School is to prepare an outstanding Montessori environment that fosters collaboration, cooperation and peace, and to provide experiences that promote curiosity, inquiry and engagement. Designed according to the physical, emotional, social, and intellectual characteristics and needs of the learner, our methods guide and nurture each individual from infancy to adulthood. The School's approach is grounded in the principles of AMI Montessori education.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010368840
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09863062
IRS990/NetAssetsOrFundBalancesBOYAmt017378316
IRS990/NetAssetsOrFundBalancesEOYAmt020088866
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0104
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0104
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-19047
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-19047
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0834694
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016118733
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018361121
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03179
IRS990/OccupancyGrp/ManagementAndGeneralAmt030424
IRS990/OccupancyGrp/ProgramServicesAmt0823888
IRS990/OccupancyGrp/TotalAmt0857491
IRS990/OfficeExpensesGrp/FundraisingAmt045262
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt056090
IRS990/OfficeExpensesGrp/ProgramServicesAmt041699
IRS990/OfficeExpensesGrp/TotalAmt0143051
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0151636
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01891
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027458
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0690989
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0720338
IRS990/OtherExpensesGrp/Desc0Edu materials & suppl.
IRS990/OtherExpensesGrp/Desc1Uncollectible amounts
IRS990/OtherExpensesGrp/Desc2Dues & subscriptions
IRS990/OtherExpensesGrp/Desc3School event expenses
IRS990/OtherExpensesGrp/FundraisingAmt02663
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15717
IRS990/OtherExpensesGrp/ProgramServicesAmt0307058
IRS990/OtherExpensesGrp/ProgramServicesAmt126863
IRS990/OtherExpensesGrp/ProgramServicesAmt221176
IRS990/OtherExpensesGrp/TotalAmt0307058
IRS990/OtherExpensesGrp/TotalAmt153350
IRS990/OtherExpensesGrp/TotalAmt235243
IRS990/OtherExpensesGrp/TotalAmt321176
IRS990/OtherLiabilitiesGrp/BOYAmt01950255
IRS990/OtherLiabilitiesGrp/EOYAmt0271502
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt098737
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01197598
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05313747
IRS990/OtherSalariesAndWagesGrp/TotalAmt06610082
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011106
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt090121
IRS990/PayrollTaxesGrp/ProgramServicesAmt0383867
IRS990/PayrollTaxesGrp/TotalAmt0485094
IRS990/PensionPlanContributionsGrp/FundraisingAmt0525
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011478
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0256993
IRS990/PensionPlanContributionsGrp/TotalAmt0268996
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040700
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0524630
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0252065
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0307503
IRS990/PrincipalOfficerNm0Maura Joyce
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and fees
IRS990/ProgramServiceRevenueGrp/Desc1Tuition summer/ext day
IRS990/ProgramServiceRevenueGrp/Desc2Tuition and fees - HMI
IRS990/ProgramServiceRevenueGrp/Desc3School events
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012356866
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1301837
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2114965
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt361294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012356866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1301837
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2114965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt361294
IRS990/ProgSrvcAccomActy2Grp/Desc0The Post Oak School offers an extensive program of parent education. A free series of four classes, repeated throughout the year, offers general information about Montessori education to both prospective parents and interested visitors. The infant-parent program helps parents of toddlers to raise happy, self confident children. A variety of other classes, lectures, and other presentations during the school year, some free and open to the public and others by reservation afford a variety of perspectives on the School's primary purpose of raising intelligent, confident, caring, and self-motivated lifelong learners.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,296,853
Liabilities
$13,207,987
Net assets
$20,088,866
Revenue
$15,447,844
Expenses
$13,723,624
Net income
$1,724,220
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