Civic Intelligence

Tall Oaks Academy Inc.

990 • Fiscal year 2023 • EIN 87-3098794

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2024

Organization ProfileWWW.TALLOAKSACADEMY.COM
8900 34th AvenueKenosha, WI 53142

(262) 455-7688

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$45,833

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

163%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

234%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$237,049

Up $146,827 (+163%) from 2022

Net Assets

Up

$233,149

Up $142,927 (+158%) from 2022

Liabilities

Up

$3,900

Up $3,900 from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin82nd percentile

Revenue

Up

$457,946

Up $321,009 (+234%) from 2022

Expenses

Up

$315,501

Up $268,786 (+575%) from 2022

Net Income

Up

$142,445

Up $52,223 (+58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2022: $90,222Liabilities 2022: $0Net Assets 2022: $90,2222022Assets 2023: $237,049Liabilities 2023: $3,900Net Assets 2023: $233,1492023Assets 2024: $233,687Liabilities 2024: $0Net Assets 2024: $233,6872024Assets 2025: $224,503Liabilities 2025: $10,006Net Assets 2025: $214,4972025

Highlighted filing

2023

Assets$237,049
Liabilities$3,900
Net Assets$233,149
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2022: $136,937Expenses 2022: $46,715Net Income 2022: $90,2222022Revenue 2023: $457,946Expenses 2023: $315,501Net Income 2023: $142,4452023Revenue 2024: $506,978Expenses 2024: $506,450Net Income 2024: $5282024Revenue 2025: $555,832Expenses 2025: $578,343Net Income 2025: -$22,5112025

Highlighted filing

2023

Revenue$457,946
Expenses$315,501
Net Income$142,445
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$467,158
Mission and Program Overview

Mission

Tall oaks academy seeks to partner with christian parents to raise up children in the nurture and admonition of the lord, and to set them free from the enslavements of fallen humanity, by god's grace. The pillars of freedom that we want children to experience are: freedom from the flesh, to live joyfully for the king; freedom from worldly ideologies, to stand firmly in god's truth; freedom from the enemy, to resist courageously temptation and deceit. The above mission statement will be accomplished through the implementation of a distinctly christian and distinctly classical approach to the entire educational process.

To implement a classical christian education program in kenosha, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,222$136,116▲ $45,894
Savings and Temporary Cash Investments$0$100,933▲ $100,933
Total Assets$90,222$237,049▲ $146,827
Liabilities
Deferred Revenue$0$3,900▲ $3,900
Total Liabilities$0$3,900▲ $3,900
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$90,222$233,149▲ $142,927
Total Net Assets Fund Balance$90,222$233,149▲ $142,927
Total Liabilities and Net Assets / Fund Balance$90,222$237,049▲ $146,827
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bradley PottsHead of SchoolFT$45,833$45,833

Board Members and Trustees

NameTitle
Braxton DegarmoPresident
Raul MendozaVice President
Joel DavisBoard Member
Milissa NiemanBoard Member (thru July)
Sheri RegetBoard Member (thru July)
Kirsten ReuwerSecretary
Tina SchmitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,414
Program Service Revenue
$196,984
Investment Income
$933
Other Revenue
$-385
All Other Contributions
$186,440
Change in Net Assets
$142,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,526
Other Expenses$107,975
Total Fundraising Expense$3,435
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,443$34,263$575$119,281
Current Officers, Directors, Trustees, and Key Employees$35,397$14,362$241$50,000
Occupancy$36,422$4,047-$40,469
Payroll Taxes$27,075$10,986$184$38,245
Conferences and Meetings$3,847$422$2,435$6,704
Advertising$4,825--$4,825
Insurance-$4,075-$4,075
Fees for Services Accounting-$3,419-$3,419
Information Technology$3,004$289-$3,293
Office Expenses-$2,433-$2,433
Other Expenses$41,014$1,358-$1,358
Fees for Services Other-$287-$287
All Other Expenses-$98-$98
Total Functional Expenses$236,027$76,039$3,435$315,501
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,212
Fundraising Gross Income$7,739
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$81,713$7,739$1,473$6,266
Total Events$81,713$7,739$9,212$-1,473
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
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
Yes
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

“The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.”

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

“The conflict of interest policy is reviewed at least annually by the directors. All directors and officers are required to complete and sign a conflict of interest statement annually. A director or officer with a conflict of interest is prohibited from participating in deliberations and decisions regarding the transaction.”

Form 990, Part VI, Section B, Line 15A

“The independent membership of the board of directors annually conducts a performance review of the head of school. The head of school's compensation is reviewed and compared to public information about compensation in positions at similar organizations. The board approves compensation for the head of school with an official vote with discussion and results recorded in meeting minutes.”

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
Tall Oaks Academy Inc
EIN
87-3098794
Phone
2624557688
Address
8900 34TH AVENUE, KENOSHA, WI 53142

Signing Officer

Name
Tina Schmitz
Title
Treasurer
Phone
2624557688
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley Potts
Formed
2021
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
17
Volunteers
15

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Tim Seidel CPA
Phone
6082744020
Raw XML Appendix396 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IMPLEMENT A CLASSICAL CHRISTIAN EDUCATION PROGRAM IN KENOSHA, WISCONSIN.
IRS990/AdvertisingGrp/ProgramServicesAmt04825
IRS990/AdvertisingGrp/TotalAmt04825
IRS990/AllOtherContributionsAmt0186440
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt098
IRS990/AllOtherExpensesGrp/TotalAmt098
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0TINA SCHMITZ
IRS990/BooksInCareOfDetail/PhoneNum02624557688
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08900 34TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0KENOSHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053142
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt090222
IRS990/CashNonInterestBearingGrp/EOYAmt0136116
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0241
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014362
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt035397
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt050000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt02435
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0422
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03847
IRS990/ConferencesMeetingsGrp/TotalAmt06704
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt073974
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0260414
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0933
IRS990/CYOtherExpensesAmt0107975
IRS990/CYOtherRevenueAmt0-385
IRS990/CYProgramServiceRevenueAmt0196984
IRS990/CYRevenuesLessExpensesAmt0142445
IRS990/CYSalariesCompEmpBnftPaidAmt0207526
IRS990/CYTotalExpensesAmt0315501
IRS990/CYTotalFundraisingExpenseAmt03435
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0457946
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt03900
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TALL OAKS ACADEMY IS PRIVATE CHRISTIAN SCHOOL OFFERING GRADES PRESCHOOL THROUGH 6TH GRADE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0236027
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03419
IRS990/FeesForServicesAccountingGrp/TotalAmt03419
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0287
IRS990/FeesForServicesOtherGrp/TotalAmt0287
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/PersonNm0BRAXTON DEGARMO
IRS990/Form990PartVIISectionAGrp/PersonNm1RAUL MENDOZA
IRS990/Form990PartVIISectionAGrp/PersonNm2KIRSTEN REUWER
IRS990/Form990PartVIISectionAGrp/PersonNm3TINA SCHMITZ
IRS990/Form990PartVIISectionAGrp/PersonNm4JOEL DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERI REGET
IRS990/Form990PartVIISectionAGrp/PersonNm6MILISSA NIEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7BRADLEY POTTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt745833
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER (THRU JULY)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER (THRU JULY)
IRS990/Form990PartVIISectionAGrp/TitleTxt7HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt073974
IRS990/FundraisingDirectExpensesAmt09212
IRS990/FundraisingGrossIncomeAmt07739
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0467158
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0289
IRS990/InformationTechnologyGrp/ProgramServicesAmt03004
IRS990/InformationTechnologyGrp/TotalAmt03293
IRS990/InsuranceGrp/ManagementAndGeneralAmt04075
IRS990/InsuranceGrp/TotalAmt04075
IRS990/InvestmentIncomeGrp/ExclusionAmt0933
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0933
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TALL OAKS ACADEMY SEEKS TO PARTNER WITH CHRISTIAN PARENTS TO RAISE UP CHILDREN IN THE NURTURE AND ADMONITION OF THE LORD, AND TO SET THEM FREE FROM THE ENSLAVEMENTS OF FALLEN HUMANITY, BY GOD'S GRACE. THE PILLARS OF FREEDOM THAT WE WANT CHILDREN TO EXPERIENCE ARE: FREEDOM FROM THE FLESH, TO LIVE JOYFULLY FOR THE KING; FREEDOM FROM WORLDLY IDEOLOGIES, TO STAND FIRMLY IN GOD'S TRUTH; FREEDOM FROM THE ENEMY, TO RESIST COURAGEOUSLY TEMPTATION AND DECEIT. THE ABOVE MISSION STATEMENT WILL BE ACCOMPLISHED THROUGH THE IMPLEMENTATION OF A DISTINCTLY CHRISTIAN AND DISTINCTLY CLASSICAL APPROACH TO THE ENTIRE EDUCATIONAL PROCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt090222
IRS990/NetAssetsOrFundBalancesEOYAmt0233149
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1473
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1473
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt090222
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0233149
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04047
IRS990/OccupancyGrp/ProgramServicesAmt036422
IRS990/OccupancyGrp/TotalAmt040469
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02433
IRS990/OfficeExpensesGrp/TotalAmt02433
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSE
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01358
IRS990/OtherExpensesGrp/ProgramServicesAmt041014
IRS990/OtherExpensesGrp/TotalAmt041014
IRS990/OtherExpensesGrp/TotalAmt11358
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0575
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034263
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt084443
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119281
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0184
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010986
IRS990/PayrollTaxesGrp/ProgramServicesAmt027075
IRS990/PayrollTaxesGrp/TotalAmt038245
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRADLEY POTTS
IRS990/PriorPeriodAdjustmentsAmt0482
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0196984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0196984
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0142445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0196984
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01088
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01088
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100933
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0AS STATED ON OUR WEBSITE ON THE ADMISSIONS PAGE, "TALL OAKS ACADEMY DOES NOT DISCRIMINATE ON THE BASIS OF SEX, RACE, COLOR, AGE, NATIONAL AND ETHNIC ORIGIN, OR ANY OTHER IMPERMISSIBLE FACTOR IN ADMINISTRATION OF ITS ADMISSION PRACTICES."
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt073974
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073974
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09212
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07439
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07739
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1473
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01473
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE HEAD OF SCHOOL. THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE BOARD APPROVES COMPENSATION FOR THE HEAD OF SCHOOL WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt090222
IRS990/TotalAssetsEOYAmt0237049
IRS990/TotalAssetsGrp/BOYAmt090222
IRS990/TotalAssetsGrp/EOYAmt0237049
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0260414
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03435
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076039
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236027
IRS990/TotalFunctionalExpensesGrp/TotalAmt0315501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt03900
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0233149
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0236027
IRS990/TotalProgramServiceRevenueAmt0196984
IRS990/TotalReportableCompFromOrgAmt045833
IRS990/TotalRevenueGrp/ExclusionAmt0548
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0196984
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0457946
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt090222
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0237049
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08900 34TH AVENUE
IRS990/USAddress/CityNm0KENOSHA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053142
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WWW.TALLOAKSACADEMY.COM/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA SCHMITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02624557688
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TALL OAKS ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0TALL
ReturnHeader/Filer/EIN0873098794
ReturnHeader/Filer/PhoneNum02624557688
ReturnHeader/Filer/USAddress/AddressLine1Txt08900 34TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0KENOSHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053142
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM SEIDEL CPA
ReturnHeader/ReturnTs02024-05-01T12:44:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMITZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$237,049
Liabilities
$3,900
Net assets
$233,149
Revenue
$457,946
Expenses
$315,501
Net income
$142,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.10$2.14$5.56$5.78$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$5.07$5.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.04$2.33$4.58$3.16$1.42
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.37$0.47$0.90