Civic Intelligence

Live Oak Classical Properties

990 • Fiscal year 2021 • EIN 81-1174136

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileNONE
P O Box 647RWaco, TX 76703

(254) 714-1007

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.39x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • 501(c)2 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

10.92x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)2 • $10M-$25M nonprofits • Source year 2021

Net Margin

52nd percentile

11%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)2 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$70,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2021 filings • 501(c)2 • $10M-$25M nonprofits • Source year 2021

Asset Growth

86th percentile

15%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)2 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)2 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$10,006,701

Up $1,299,867 (+15%) from 2020

Net Assets

Up

$6,061,897

Up $984,974 (+19%) from 2020

Liabilities

Up

$3,944,804

Up $314,893 (+8.7%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin52nd percentile

Revenue

Down

$361,293

Down $262,797 (-42%) from 2020

Expenses

Up

$320,727

Up $18,500 (+6.1%) from 2020

Net Income

Down

$40,566

Down $281,297 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2017: $8,194,629Liabilities 2017: $5,074,645Net Assets 2017: $3,119,9842017Assets 2018: $8,743,367Liabilities 2018: $4,579,591Net Assets 2018: $4,163,7762018Assets 2019: $8,691,536Liabilities 2019: $4,109,731Net Assets 2019: $4,581,8052019Assets 2020: $8,706,834Liabilities 2020: $3,629,911Net Assets 2020: $5,076,9232020Assets 2021: $10,006,701Liabilities 2021: $3,944,804Net Assets 2021: $6,061,8972021Assets 2022: $12,327,411Liabilities 2022: $972,097Net Assets 2022: $11,355,3142022Assets 2023: $12,723,771Liabilities 2023: $877,598Net Assets 2023: $11,846,1732023Assets 2024: $12,557,382Liabilities 2024: $779,327Net Assets 2024: $11,778,0552024

Highlighted filing

2021

Assets$10,006,701
Liabilities$3,944,804
Net Assets$6,061,897
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $678,107Expenses 2017: $349,798Net Income 2017: $328,3092017Revenue 2018: $703,061Expenses 2018: $297,902Net Income 2018: $405,1592018Revenue 2019: $585,316Expenses 2019: $337,805Net Income 2019: $247,5112019Revenue 2020: $624,090Expenses 2020: $302,227Net Income 2020: $321,8632020Revenue 2021: $361,293Expenses 2021: $320,727Net Income 2021: $40,5662021Revenue 2022: $443,394Expenses 2022: $484,213Net Income 2022: -$40,8192022Revenue 2023: $556,760Expenses 2023: $307,692Net Income 2023: $249,0682023Revenue 2024: $556,760Expenses 2024: $318,836Net Income 2024: $237,9242024

Highlighted filing

2021

Revenue$361,293
Expenses$320,727
Net Income$40,566
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$361,293
Mission and Program Overview

Mission

To hold title to real property for the use of live oak classical school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,678,448$10,001,706▲ $1,323,258
Cash and Non-Interest-Bearing Accounts$28,386$4,995▼ $23,391
Total Assets$8,706,834$10,006,701▲ $1,299,867
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,601,525$3,939,809▲ $338,284
Accounts Payable and Accrued Expenses$28,386$4,995▼ $23,391
Total Liabilities$3,629,911$3,944,804▲ $314,893
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,076,923$6,061,897▲ $984,974
Total Net Assets Fund Balance$5,076,923$6,061,897▲ $984,974
Total Liabilities and Net Assets / Fund Balance$8,706,834$10,006,701▲ $1,299,867

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,121,788$1,167,347$7,289,135
Land$2,292,617-$2,292,617
Other Land Buildings$1,587,301-$1,587,301
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleOtherTotal
Alison MoffattPresident$70,000$70,000

Board Members and Trustees

NameTitle
Scott OmoBoard Chair
Jeremy CounsellerBoard Member
Dennis TuckerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$361,293
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$40,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$320,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$182,184--$182,184
Interest$138,543--$138,543
Total Functional Expenses$320,727$0$0$320,727
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“A copy of the form 990 was provided to the board members before signing and filing.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors the policy on an ongoing basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Live Oak Classical Properties
EIN
81-1174136
Phone
2547141007
Address
P O BOX 647R, WACO, TX 76703

Signing Officer

Name
Alison Moffatt
Title
President
Phone
2547141007
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alison Moffatt
Formed
2015
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Pattillo Brown & Hill Llp
Address
P O BOX 20725, WACO, TX 76702-0725
Preparer
Sharon M Herwald CPA
Phone
2547724901
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net assets contributed during the year 946,233.”

Raw XML Appendix273 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.

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IRS990/Desc0TO SERVE AS A TITLE HOLDING ORGANIZATION FOR LIVE OAK CLASSICAL SCHOOL. THE ORGANIZATION WILL COLLECT RENTAL INCOME FROM LIVE OAK CLASSICAL SCHOOL, REMIT PAYMENTS TO LENDERS ON REAL PROPERTY NOTES, AND TURN OVER THE INCOME LESS EXPENSES TO LIVE OAK CLASSICAL SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD MEMBERS BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS THE POLICY ON AN ONGOING BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET ASSETS CONTRIBUTED DURING THE YEAR 946,233.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02547141007
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE OAK CLASSICAL PROPERTIES
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0811174136
ReturnHeader/Filer/PhoneNum02547141007
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741130599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTILLO BROWN & HILL LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767020725
ReturnHeader/PreparerPersonGrp/PhoneNum02547724901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M HERWALD CPA
ReturnHeader/ReturnTs02022-05-16T15:57:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOFFATT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
$10,006,701
Liabilities
$3,944,804
Net assets
$6,061,897
Revenue
$361,293
Expenses
$320,727
Net income
$40,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.78$11.8$0.56$0.32$0.24
2023Detailed filing. Detailed filing data is available for this year.$12.7$0.88$11.8$0.56$0.31$0.25
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.97$11.4$0.44$0.48$0.04
2021Detailed filing. Detailed filing data is available for this year.$10.0$3.94$6.06$0.36$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$8.71$3.63$5.08$0.62$0.30$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.69$4.11$4.58$0.59$0.34$0.25
2018Detailed filing. Detailed filing data is available for this year.$8.74$4.58$4.16$0.70$0.30$0.41
2017Summary only. Only limited summary data is available for this year.$8.19$5.07$3.12$0.68$0.35$0.33