Great Oak School FY2022 filing

Tax-deductible

Tomball, TX501(c)(3)Since 2009EducationEIN 27-0220873Revenue $1.5M in FY2022

On file with the IRSgreatoakschool.org715 Carrell St, 77375-4808 · Tomball, TXTax-exempt since Feb 2010School — 170(b)(1)(A)(ii)

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Provide early childhood education for 2 to 6 year olds. Provide education for grades 1 to 8.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$117K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $231K a year · 13% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$117K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$760K
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+23% vs prior year
Spent
$1.2M
To programs
88%
Net assets
$781K
By yearFY2020–FY2025
Revenue
$1.5M
FY2022▲ +23%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.2M
FY2022$1.5M
FY2023$1.7M
FY2024$2.2M
FY2025$2.3M
Expenses
$1.2M
FY2022▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.2M
FY2023$1.6M
FY2024$1.9M
FY2025$1.9M
Net assets
$781K
FY2022▲ +66%
Tap a bar for its year
Net assets by fiscal year
FY2020$370K
FY2021$471K
FY2022$781K
FY2023$902K
FY2024$1.3M
FY2025$1.7M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.1M Management & general 11% · $138K Fundraising 1% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $117K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Administrative Representative
$65,000Pt VII · Sec A
Faculty Representative
$34,507Pt VII · Sec A
Administrative Representative
$17,026Pt VII · Sec A
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A

Angela Harris’s $55K as Administrative Representative is at the 8th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Zuzana Leckova———$17,026$73,125$67,827
Britney Maxwell Tegtmeier————$33,250$66,535
Didianne Gilman—$54,101$53,040$65,000$47,964—
Angela Harris$54,875—————
Karina Cole$49,238—————
Rachel Muehlmann$48,540—————
Dawn Coe—$44,887$41,286———
Vanessa Williams—$42,500$37,875$34,507$30,263$29,123

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates children from ages 2 through 8, covering preschool and elementary grades.

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Provided by the organization

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2 programs · $1.1M · in their own filed words · FY2021
01

Provide education to grades 1 through 8, serving 63 children.

$707Kprogram expense
02

Provide early education to children ages 3 to 6, serving 38 students.

$361Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$1K
Grants paid · 16 grants · $1.6M · 2019–2024
Unitemized GrantFY2024$153,890
Unitemized GrantFY2024$125,990
Unitemized GrantFY2024$10,229
Unitemized GrantFY2023$185,361
Unitemized GrantFY2023$168,160
Unitemized GrantFY2023$11,491
Unitemized GrantFY2022$147,387
Unitemized GrantFY2022$132,055
Unitemized GrantFY2022$15,000
Unitemized GrantFY2021$117,168
Unitemized GrantFY2021$88,058
Unitemized GrantFY2021$11,801
Unitemized GrantFY2020$112,249
Unitemized GrantFY2020$104,433
Unitemized GrantFY2019$114,660
Unitemized GrantFY2019$110,169

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.3M
Gifts and grantsLn 1h$172K
Other incomeLn 4–11$37K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$138K
Fundraisingcol D$12K
Owns and owesPt X
$781K
net assets · Ln 32
Cash and savingsLn 1–2$596K
Total assetsLn 16$1.5M
LiabilitiesLn 26$760K
PeoplePt VI, VII
10
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$172K
Government grantsLn 1e$134K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$60
Other incomeLn 4–11$37K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$596K
Cash and savings togetherLn 1–2$596K
Land, buildings, equipmentLn 10c$932K
Total assetsLn 16$1.5M
LiabilitiesLn 26$760K
Net assetsLn 32$781K
OperationsPt I, VI
EmployeesI 548
VolunteersI 630
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$380K$596K
Land, buildings, equipmentLn 10c$937K$932K
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$861K$760K
Net assetsLn 32$471K$781K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$217K$217K
Pay of current officers, directors and key staffLn 5$117K$35K$82K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$493K$465K$28K
Payroll taxesLn 10$43K$35K$8K
Accounting feesLn 11c$8K$8K
Office expensesLn 13$4K$4K
OccupancyLn 16$115K$109K$6K
InterestLn 20$34K$34K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$179K$160K$7K$12K
Total functional expensesLn 25$1.2M$1.1M$138K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.3M$1.9M$416K$1.7M 990 PDF
FY2024 $2.2M$1.9M$363K$1.3M 990 PDF
FY2023 $1.7M$1.6M$122K$902K 990 PDF
FY2022 Viewing $1.5M$1.2M$310K$781K 990 PDF
FY2021 $1.2M$1.2M$82K$471K 990 PDF
FY2020 $1.4M$1.3M$91K$370K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $1,528,086 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $179,688$171,743
I-9 Program service revenuePrior year $1,034,446$1,319,333
I-10 Investment incomePrior year $7$60
I-11 Other revenuePrior year $29,515$36,950
I-12 Total revenuePrior year $1,243,656$1,528,086
I-13 Grants and similar amounts paidPrior year $216,682$217,027
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $612,245$652,320
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $332,545$349,126
I-18 Total expensesPrior year $1,161,472$1,218,473
I-19 Revenue less expensesPrior year $82,184$309,613
Part VI · Governance 7 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,528,086 across 14 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$134,072
VIII-1f All other contributions, gifts and grants$37,671
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$171,743
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,319,333 · Unrelated business $0 · Excluded from tax $0$1,319,333
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $60$60
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $36,395$36,395
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $555 · Unrelated business $0 · Excluded from tax $0$555
VIII-12 Total revenueRelated to mission $1,319,888 · Unrelated business $0 · Excluded from tax $36,455$1,528,086
Part IX · Statement of functional expenses $1,218,473 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $217,027$217,027
IX-5 Pay of current officers, directors and key staffPrograms $34,507 · Management $82,026$116,533
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $465,257 · Management $27,609$492,866
IX-10 Payroll taxesPrograms $35,199 · Management $7,722$42,921
IX-11c Accounting feesManagement $8,000$8,000
IX-13 Office expensesPrograms $3,979$3,979
IX-16 OccupancyPrograms $109,023 · Management $5,738$114,761
IX-20 InterestPrograms $33,612$33,612
IX-22 Depreciation, depletion and amortizationPrograms $4,192$4,192
IX-23 InsurancePrograms $5,998$5,998
IX-24 Other expenses (24a–d)Programs $159,729 · Management $6,848 · Fundraising $12,007$178,584
IX-25 Total functional expensesPrograms $1,068,523 · Management $137,943 · Fundraising $12,007$1,218,473
Part X · Balance sheet $1,540,311 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $379,911$595,984
X-4 Accounts receivableStart of year $2,547$6,358
X-9 Prepaid expenses and deferred chargesStart of year $5,873$5,601
X-10c Land, buildings and equipment, netStart of year $936,560$932,368
X-16 Total assetsStart of year $1,332,391$1,540,311
X-17 Accounts payable and accrued expenses$5,731
X-19 Deferred revenueStart of year $53,152$101,915
X-25 Other liabilitiesStart of year $808,269$652,082
X-26 Total liabilitiesStart of year $861,421$759,728
X-27 Net assets without donor restrictionsStart of year $463,470$777,274
X-28 Net assets with donor restrictionsStart of year $7,500$3,309
X-32 Total net assets or fund balancesStart of year $470,970$780,583
X-33 Total liabilities and net assetsStart of year $1,332,391$1,540,311
Part XI · Reconciliation of net assets $780,583 net assets at year end
XI-1 Total revenue$1,528,086
XI-2 Total expenses$1,218,473
XI-3 Revenue less expenses$309,613
XI-4 Net assets at start of year$470,970
XI-10 Net assets at end of year$780,583

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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