Civic Intelligence

Oakton Academy Educational Service

990 • Fiscal year 2024 • EIN 81-2812131

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

Organization Profile
10343 Southam LaneOakton, VA 22124

(703) 906-4827

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-38%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$65,473

Down $39,491 (-38%) from 2023

Net Assets

Down

$65,473

Down $26,611 (-29%) from 2023

Liabilities

Down

$0

Down $12,880 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Down

$120,471

Down $14,093 (-10%) from 2023

Expenses

Down

$149,339

Down $8,728 (-5.5%) from 2023

Net Income

Down

-$28,868

Down $5,365 (-23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2018: $140,634Liabilities 2018: $62,504Net Assets 2018: $78,1302018Assets 2019: $116,878Liabilities 2019: $0Net Assets 2019: $116,8782019Assets 2020: $147,540Liabilities 2020: $0Net Assets 2020: $147,5402020Assets 2022: $128,467Liabilities 2022: $12,880Net Assets 2022: $115,5872022Assets 2023: $104,964Liabilities 2023: $12,880Net Assets 2023: $92,0842023Assets 2024: $65,473Liabilities 2024: $0Net Assets 2024: $65,4732024

Highlighted filing

2024

Assets$65,473
Liabilities$0
Net Assets$65,473
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $183,300Expenses 2018: $105,170Net Income 2018: $78,1302018Revenue 2019: $221,066Expenses 2019: $182,318Net Income 2019: $38,7482019Revenue 2020: $160,972Expenses 2020: $130,310Net Income 2020: $30,6622020Revenue 2022: $163,850Expenses 2022: $176,004Net Income 2022: -$12,1542022Revenue 2023: $134,564Expenses 2023: $158,067Net Income 2023: -$23,5032023Revenue 2024: $120,471Expenses 2024: $149,339Net Income 2024: -$28,8682024

Highlighted filing

2024

Revenue$120,471
Expenses$149,339
Net Income-$28,868
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.2
Gross Receipts
$120,471
Mission and Program Overview

Mission

The oakton academy educational service is a nonprofit enterprise with a mission to provide high quality educational services for k12 students and their parents. We provide enrichment and preview courses of all subjects, seminars on parenting and application to academic institutio

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,964$44,227▼ $60,737
Accounts Receivable-$10,623-
Total Assets$104,964$65,473▼ $39,491
Other Assets Total-$10,623-
Liabilities
Other Liabilities$10,623--
Total Liabilities$10,623$0▼ $10,623
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$94,341$65,473▼ $28,868
Total Net Assets Fund Balance$94,341$65,473▼ $28,868
Total Liabilities and Net Assets / Fund Balance$104,964$65,473▼ $39,491

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,623--
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Feng ChengChairperson
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120,471
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-28,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,339
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
Fees for Services Management-$73,463-$73,463
Other Expenses$32,052--$32,052
All Other Expenses$16,000$2,617-$18,617
Occupancy$7,208--$7,208
Travel$4,015--$4,015
Fees for Services Accounting$2,500--$2,500
Total Functional Expenses$73,259$76,080$0$149,339
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 governing body review Part VI line 11

“Governing body reviews and approves 990 before it is sent to the internal revenue service.”

Conflict of interest policy compliance Part VI line 12C

“Governing body adheres to its protocols as laid out in the bylaws.”

CEO executive director top management comp Part VI line 15A

“Board of directors meets to determine appropriate compensation package for executive.”

Other officer or key employee compensation Part VI line 15B

“Board of directors meets to determine appropriate compensation package for other officers.”

Governing documents etc available to public Part VI line 19

“Governing body keeps records available for public access.”

Filing and Contact Details

Filer

Filer Name
Oakton Academy Educational Service
EIN
81-2812131
In Care Of
% FENG LU
Phone
7039064827
Address
10343 SOUTHAM LANE, OAKTON, VA 22124

Signing Officer

Name
Feng Lu
Title
CEO
Phone
7039064827
Signed
2025-05-07
Discuss with paid preparer
No

Organization Details

Principal Officer
Feng Cheng CEO
Formed
2016
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Swh Advisory Group Inc
Address
6301 IVY LANE SUITE 421, GREENBELT, MD 20770-6361
Preparer
Steve W Howden
Phone
3017798415
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Gifts and donation 3864 hr recruit 90 legal fees 1784 marketing 1342 meals and marketing 4742 office supplies 151 postage 407 printing 13 refunds 999 repairs and mainteance 1355”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS MEETS TO DETERMINE APPROPRIATE COMPENSATION PACKAGE FOR EXECUTIVE.
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ReturnHeader/Filer/PhoneNum07039064827
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENBELT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0207706361
ReturnHeader/PreparerPersonGrp/PhoneNum03017798415
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE W HOWDEN
ReturnHeader/ReturnTs02025-11-05T17:32:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,473
Liabilities
$0
Net assets
$65,473
Revenue
$120,471
Expenses
$149,339
Net income
-$28,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.20$1.49$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.13$0.92$1.35$1.58$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.13$1.16$1.64$1.76$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.61$1.30$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$2.21$1.82$0.39
2018Summary only. Only limited summary data is available for this year.$1.41$0.63$0.78$1.83$1.05$0.78