Civic Intelligence

Oak Harbor Educational Foundation

990 • Fiscal year 2024 • EIN 91-1553166

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 22, 2025

Organization ProfileN/A
P O Box 1801Oak Harbor, WA 98277

(360) 675-3030

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$40,152

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

7.2%

Faster asset growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-4.7%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,592,709

Up $106,904 (+7.2%) from 2023

Net Assets

Up

$1,586,884

Up $105,260 (+7.1%) from 2023

Liabilities

Up

$5,825

Up $1,644 (+39%) from 2023

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin45th percentile

Revenue

Down

$192,109

Down $9,402 (-4.7%) from 2023

Expenses

Down

$187,691

Down $4,320 (-2.2%) from 2023

Net Income

Down

$4,418

Down $5,082 (-53%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $615,467Liabilities 2011: $13,085Net Assets 2011: $602,3822011Assets 2012: $627,458Liabilities 2012: $18,648Net Assets 2012: $608,8102012Assets 2013: $633,769Liabilities 2013: $20,147Net Assets 2013: $613,6222013Assets 2014: $703,984Liabilities 2014: $7,413Net Assets 2014: $696,5712014Assets 2015: $674,645Liabilities 2015: $14,525Net Assets 2015: $660,1202015Assets 2016: $702,536Liabilities 2016: $12,277Net Assets 2016: $690,2592016Assets 2017: $754,668Liabilities 2017: $10,218Net Assets 2017: $744,4502017Assets 2018: $885,167Liabilities 2018: $16,004Net Assets 2018: $869,1632018Assets 2019: $891,654Liabilities 2019: $16,873Net Assets 2019: $874,7812019Assets 2020: $1,044,953Liabilities 2020: $19,058Net Assets 2020: $1,025,8952020Assets 2021: $1,613,072Liabilities 2021: $10,000Net Assets 2021: $1,603,0722021Assets 2022: $1,327,780Liabilities 2022: $3,187Net Assets 2022: $1,324,5932022Assets 2023: $1,485,805Liabilities 2023: $4,181Net Assets 2023: $1,481,6242023Assets 2024: $1,592,709Liabilities 2024: $5,825Net Assets 2024: $1,586,8842024

Highlighted filing

2024

Assets$1,592,709
Liabilities$5,825
Net Assets$1,586,884
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $77,035Expenses 2011: $83,183Net Income 2011: -$6,1482011Revenue 2012: $77,609Expenses 2012: $71,715Net Income 2012: $5,8942012Revenue 2013: $85,302Expenses 2013: $80,484Net Income 2013: $4,8182013Revenue 2014: $102,393Expenses 2014: $77,888Net Income 2014: $24,5052014Revenue 2015: $106,894Expenses 2015: $95,250Net Income 2015: $11,6442015Revenue 2016: $84,204Expenses 2016: $81,045Net Income 2016: $3,1592016Revenue 2017: $90,550Expenses 2017: $95,409Net Income 2017: -$4,8592017Revenue 2018: $215,075Expenses 2018: $97,853Net Income 2018: $117,2222018Revenue 2019: $126,118Expenses 2019: $126,801Net Income 2019: -$6832019Revenue 2020: $122,207Expenses 2020: $108,201Net Income 2020: $14,0062020Revenue 2021: $650,773Expenses 2021: $125,826Net Income 2021: $524,9472021Revenue 2022: $159,979Expenses 2022: $139,599Net Income 2022: $20,3802022Revenue 2023: $201,511Expenses 2023: $192,011Net Income 2023: $9,5002023Revenue 2024: $192,109Expenses 2024: $187,691Net Income 2024: $4,4182024

Highlighted filing

2024

Revenue$192,109
Expenses$187,691
Net Income$4,418
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$192,109
Mission and Program Overview

Mission

The oak harbor educational foundation provides scholarships, school supplies, equipment and other needs of oak harbor school district 201.

Providing scholarships, school supplies, equipment, and other needs of oak harbor school district 201.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,383,260$1,539,427▲ $156,167
Cash and Non-Interest-Bearing Accounts$96,491$49,288▼ $47,203
Savings and Temporary Cash Investments$5,796$2,556▼ $3,240
Prepaid Expenses and Deferred Charges$258$1,438▲ $1,180
Total Assets$1,485,805$1,592,709▲ $106,904
Liabilities
Deferred Revenue-$2,525-
Grants Payable$1,500$2,500▲ $1,000
Accounts Payable and Accrued Expenses$2,681$800▼ $1,881
Total Liabilities$4,181$5,825▲ $1,644
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,542,801$1,589,848▲ $47,047
Net Assets Without Donor Restrictions$-61,177$-2,964▲ $58,213
Total Net Assets Fund Balance$1,481,624$1,586,884▲ $105,260
Total Liabilities and Net Assets / Fund Balance$1,485,805$1,592,709▲ $106,904

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,523,005$13,500▲ $90,639-$1,545,973
2023$1,312,652$100,019▲ $192,904-$1,523,005
2022$1,343,527$265,161▼ $238,738-$1,312,652
2021$784,409$515,357▲ $71,371-$1,343,527
2020$738,604-▲ $87,229-$784,409
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark ModerExecutive DirectorPT$40,152$40,152

Board Members and Trustees

NameTitle
London CookPresident
Michael WallerVice President
Alerd JohnsonDirector
Cathy GeorgeDirector
Dave PaulDirector
Erica WasingerDirector
Jeff WallerDirector
Ray ConeDirector
Michelle Kuss-cybulaSecretary
Kathy JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,218
Program Service Revenue
$0
Investment Income
$74,776
Other Revenue
$1,115
All Other Contributions
$116,218
Change in Net Assets
$4,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,665
Other Expenses$51,129
Salaries, Compensation, and Employee Benefits$43,897
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,993--$72,993
Current Officers, Directors, Trustees, and Key Employees$32,122$8,030-$40,152
Grants to Domestic Orgs$19,672--$19,672
Fees for Service Investment Mgmnt Fees-$8,178-$8,178
Payroll Taxes$2,985$746-$3,731
Fees for Services Accounting-$1,147-$1,147
Office Expenses-$961-$961
Other Expenses$4,200$756-$756
Insurance$375$376-$751
Other Salaries and Wages-$14-$14
Total Functional Expenses$167,483$20,208$0$187,691
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oak Harbor School District 201Oak Harbor, WA-Sensory Boards for Elementary School Playgrounds$17,128
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
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jeff waller, trustee, and michael waller, vice president, have a familial relationship.”

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

“The executive director provides the board members with a link to a google drive where the form 990 is stored and be reviewed by the board members.”

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

“Did research on what local non profits paid their executive directors. Advertised on indeed which included the pay rate. Had a hiring committee which interviewed the candidates. Drafted an employment contract and the board provided input and suggestions. The full board approved the compensation package.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oak Harbor Educational Foundation
EIN
91-1553166
Phone
3606753030
Address
P O BOX 1801, OAK HARBOR, WA 98277

Signing Officer

Name
Kathy Jones
Title
Treasurer
Phone
3606753030
Signed
2025-04-22

Organization Details

Principal Officer
London Cook
Formed
1992
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
2

Preparer

Firm
Aiken & Sanders Inc Ps
Address
324 S MAIN ST UNIT A, MONTESANO, WA 98563-4502
Preparer
Terry D Sodders CPA
Phone
3605333370
Raw XML AppendixShowing 400 of 452 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/BOYAmt02681
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0800
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING SCHOLARSHIPS, SCHOOL SUPPLIES, EQUIPMENT, AND OTHER NEEDS OF OAK HARBOR SCHOOL DISTRICT 201.
IRS990/AllOtherContributionsAmt0116218
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03606753030
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1801
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAK HARBOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098277
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt096491
IRS990/CashNonInterestBearingGrp/EOYAmt049288
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08030
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt032122
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040152
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0116218
IRS990/CYGrantsAndSimilarPaidAmt092665
IRS990/CYInvestmentIncomeAmt074776
IRS990/CYOtherExpensesAmt051129
IRS990/CYOtherRevenueAmt01115
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04418
IRS990/CYSalariesCompEmpBnftPaidAmt043897
IRS990/CYTotalExpensesAmt0187691
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0192109
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt02525
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ACADEMIC AND ATHLETIC SCHOLARSHIPS WERE AWARDED TO GRADUATING SENIORS FROM OAK HARBOR HIGH SCHOOL WHO ARE COLLEGE BOUND. DURING 2024, 39 SCHOLARSHIPS WAS AWARDED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01542801
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01589848
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt072993
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01147
IRS990/FeesForServicesAccountingGrp/TotalAmt01147
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08178
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08178
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1020.00
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/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/PersonNm0KATHY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL WALLER
IRS990/Form990PartVIISectionAGrp/PersonNm2LONDON COOK
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHELLE KUSS-CYBULA
IRS990/Form990PartVIISectionAGrp/PersonNm4ALERD JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm6CATHY GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm7ERICA WASINGER
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFF WALLER
IRS990/Form990PartVIISectionAGrp/PersonNm9RAY CONE
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK MODER
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/ReportableCompFromOrgAmt1040152
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/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt072993
IRS990/GrantsPayableGrp/BOYAmt01500
IRS990/GrantsPayableGrp/EOYAmt02500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt072993
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt072993
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019672
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019672
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0192109
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0376
IRS990/InsuranceGrp/ProgramServicesAmt0375
IRS990/InsuranceGrp/TotalAmt0751
IRS990/InvestmentIncomeGrp/ExclusionAmt074776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074776
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01383260
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01539427
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE OAK HARBOR EDUCATIONAL FOUNDATION PROVIDES SCHOLARSHIPS, SCHOOL SUPPLIES, EQUIPMENT AND OTHER NEEDS OF OAK HARBOR SCHOOL DISTRICT 201.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01481624
IRS990/NetAssetsOrFundBalancesEOYAmt01586884
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0100842
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-61177
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-2964
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0961
IRS990/OfficeExpensesGrp/TotalAmt0961
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STAFF EXPENSES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2TRIP EXPENSES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0756
IRS990/OtherExpensesGrp/ProgramServicesAmt022234
IRS990/OtherExpensesGrp/ProgramServicesAmt112902
IRS990/OtherExpensesGrp/ProgramServicesAmt24200
IRS990/OtherExpensesGrp/TotalAmt022234
IRS990/OtherExpensesGrp/TotalAmt112902
IRS990/OtherExpensesGrp/TotalAmt24200
IRS990/OtherExpensesGrp/TotalAmt3756
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01115
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01115
IRS990/OtherRevenueTotalAmt01115
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014
IRS990/OtherSalariesAndWagesGrp/TotalAmt014
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0746
IRS990/PayrollTaxesGrp/ProgramServicesAmt02985
IRS990/PayrollTaxesGrp/TotalAmt03731
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0258
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01438
IRS990/PrincipalOfficerNm0LONDON COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0HELPED TO PAY FOR HOMELESS ASSISTANCE AND OTHER NEEDS OF STUDENTS, A LEADERSHIP ACADEMY, AND OTHER EXPENSES FOR HIGH SCHOOL. FOR 2024, THE TOTAL WAS $19,672. ALSO PAYED FOR FOOD, SUPPLIES, AND CLOTHING TO HELP STUDENTS TO STAY IN SCHOOL. FOR 2024, THE TOTAL WAS $17,102.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036774
IRS990/ProgSrvcAccomActy2Grp/GrantAmt019672
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT SERVICES THAT ENABLE THE ORGANIZATION TO PROVIDE SCHOLARSHIPS, GRANTS AND AWARDS TO OAK HARBOR SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt057716
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01115
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0145656
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt078938
IRS990/PYInvestmentIncomeAmt055855
IRS990/PYOtherExpensesAmt064042
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09500
IRS990/PYSalariesCompEmpBnftPaidAmt049031
IRS990/PYTotalExpensesAmt0192011
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0201511
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04418
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05796
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0116218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0145656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0601641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01058063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039512
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0261212
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01115
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01115
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33940
IRS990ScheduleA/PublicSupportPY170Pct00.32080
IRS990ScheduleA/PublicSupportTotal170Amt0448130
IRS990ScheduleA/SubstantialContributorsTotAmt0609933
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0145656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0601641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082695
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01058063
IRS990ScheduleA/TotalSupportAmt01320390
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
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08178
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01523005
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01545973
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt072993
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt090639
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01312652
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01523005
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt075015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192904
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01343527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0265161
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01312652
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt050048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-238738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015860
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0784409
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0515357
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01343527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071371
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt019358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0738604
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0784409
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt022066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087229
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt016905
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt016902
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt043875
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt072993
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt039
IRS990ScheduleI/RecipientTable/CashGrantAmt017128
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SENSORY BOARDS FOR ELEMENTARY SCHOOL PLAYGROUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OAK HARBOR SCHOOL DISTRICT 201
IRS990ScheduleI/RecipientTable/RecipientEIN0916017493
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0350 S OAK HARBOR ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAK HARBOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098277
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND SCHOLARSHIPS ARE APPLIED FOR BY POTENTIAL RECIPIENTS. A COMMITTEE IS ASSEMBLED TO REVIEW AND MAKE SELECTIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEFF WALLER, TRUSTEE, AND MICHAEL WALLER, VICE PRESIDENT, HAVE A FAMILIAL RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR PROVIDES THE BOARD MEMBERS WITH A LINK TO A GOOGLE DRIVE WHERE THE FORM 990 IS STORED AND BE REVIEWED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DID RESEARCH ON WHAT LOCAL NON PROFITS PAID THEIR EXECUTIVE DIRECTORS. ADVERTISED ON INDEED WHICH INCLUDED THE PAY RATE. HAD A HIRING COMMITTEE WHICH INTERVIEWED THE CANDIDATES. DRAFTED AN EMPLOYMENT CONTRACT AND THE BOARD PROVIDED INPUT AND SUGGESTIONS. THE FULL BOARD APPROVED THE COMPENSATION PACKAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01485805
IRS990/TotalAssetsEOYAmt01592709
IRS990/TotalAssetsGrp/BOYAmt01485805
IRS990/TotalAssetsGrp/EOYAmt01592709
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0116218
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020208
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167483
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04181
IRS990/TotalLiabilitiesEOYAmt05825
IRS990/TotalLiabilitiesGrp/BOYAmt04181
IRS990/TotalLiabilitiesGrp/EOYAmt05825

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
$1,592,709
Liabilities
$5,825
Net assets
$1,586,884
Revenue
$192,109
Expenses
$187,691
Net income
$4,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.59$0.19$0.19$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.48$0.20$0.19$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.32$0.16$0.14$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.01$1.60$0.65$0.13$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.02$1.03$0.12$0.11$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.02$0.87$0.13$0.13$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.02$0.87$0.22$0.10$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.01$0.74$0.09$0.10$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.01$0.69$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.11$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$0.70$0.01$0.70$0.10$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$0.63$0.02$0.61$0.09$0.08$0.00
2012Summary only. Only limited summary data is available for this year.$0.63$0.02$0.61$0.08$0.07$0.01
2011Summary only. Only limited summary data is available for this year.$0.62$0.01$0.60$0.08$0.08$0.01