philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Old Trail School FY2020 filing

Tax-deductible

Bath, OH501(c)(3)Since 1932Education EIN 34-0737805Revenue $10.5M in FY2020

On file with the IRSoldtrail.org2315 Ira Rd, 44210-0000 · Bath, OHTax-exempt since Jan 1932School — 170(b)(1)(A)(ii)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Old Trail School is a vibrant educational community focused on academic excellence. We develop intellectually curious, independent thinking students who emerge with a passion for discovery, critical thinking and collaborative learning. Our graduates are well prepared to become responsible global citizens who achieve in high School, college and life.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$648K 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

FY2020 · 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
3 of 6
filings with a surplus
Average surplus $77K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$648K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.7M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.5M
Spent
$10.5M
To programs
74%
Net assets
$20.8M
By yearFY2020–FY2025
Revenue
$10.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$10.5M
FY2021$11.4M
FY2022$12.1M
FY2023$11.6M
FY2024$12.0M
FY2025$12.3M
Expenses
$10.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$10.5M
FY2021$10.4M
FY2022$11.4M
FY2023$12.0M
FY2024$12.4M
FY2025$12.7M
Net assets
$20.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$20.8M
FY2021$23.5M
FY2022$22.5M
FY2023$22.8M
FY2024$24.4M
FY2025$25.1M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1932.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $7.8M Management & general 24% · $2.5M Fundraising 2% · $247K

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

Something off? Claim to add context

Who runs it and what they're paid

29 people listed on the 990; $648K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Sarah Johnston
Head of School
$270,820Pt VII · Sec A
W Joseph Vogel
Asst Head of School
$144,640Pt VII · Sec A
David Chottiner
Intermediate/Middle School
$119,838Pt VII · Sec A
$112,920Pt VII · Sec A
$0Pt VII · Sec A
William Lockwood
Vice President
$0Pt VII · Sec A
Lynn Swoope
Secretary
$0Pt VII · Sec A
Carl Blickle
Treasurer
$0Pt VII · Sec A

Sarah Johnston’s $274K as Head of School is at the 59th percentile of top reported officer pay among 3683 $10–100M 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 · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sarah Johnston$274,465$266,489$258,847$252,021$248,303$270,820
W Joseph Vogel$145,437$145,469$145,389$145,421$145,365$144,640
Meeta Nosrati$145,399$129,332$127,418$121,531$116,132$112,920
David Chottiner———$117,558$117,479$119,838
Hallie Ritzman$105,028$102,971————

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.

See Old Trail School executive salaries →

On this list? Claim this org

Something off? Claim to add context

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 15aYes

Programs and updates

Educates children from preschool through eighth grade.

Questions for Old Trail School

Tap to ask. Old Trail School sees how many people are interested.

Your first name shows with your question. Old Trail School answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $7.8M · in their own filed words · FY2019
01

Old trail school is dedicated to educating boys and girls by developing a strong academic foundation, a respect for themselves and others, and a love of learning. Served 434 students in early childhood through grade eight.

$7.8Mprogram 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 · FY2025
Ryan Family FoundaionFY2025$3K
Total grants receivedfrom 1 funder$3K
Grants paid · 6 grants · $9.5M · 2019–2024
Unitemized GrantFY2024$1,627,405
Unitemized GrantFY2023$1,627,785
Unitemized GrantFY2022$1,729,381
Unitemized GrantFY2021$1,683,301
Unitemized GrantFY2020$1,454,866
Unitemized GrantFY2019$1,367,560

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$10.5M
Ln 12
Fees for servicesLn 2g$8.7M
Gifts and grantsLn 1h$1.6M
Other incomeLn 4–11$231K
Money outPt IX
$10.5M
Ln 25
Programscol B$7.8M
Managementcol C$2.5M
Fundraisingcol D$247K
Owns and owesPt X
$20.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$24.5M
LiabilitiesLn 26$3.7M
PeoplePt VI, VII
29
listed · VII A
PaidVII A4
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$319K
Fundraising eventsLn 1c$52K
Fees for servicesLn 2g$8.7M
Investment incomeLn 3$7K
Other incomeLn 4–11$231K
Gains on assetsLn 7−$34
Total revenueLn 12$10.5M
Assets in detailPt X, end of year
CashLn 1$100
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$235K
Land, buildings, equipmentLn 10c$13.4M
Other assetsLn 15$8.9M
Total assetsLn 16$24.5M
LiabilitiesLn 26$3.7M
Net assetsLn 32$20.8M
OperationsPt I, VI
EmployeesI 5116
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$234K$1.5M
InvestmentsLn 11–13$33K$235K
Land, buildings, equipmentLn 10c$13.0M$13.4M
Total assetsLn 16$23.0M$24.5M
LiabilitiesLn 26$2.1M$3.7M
Net assetsLn 32$20.9M$20.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.4M$1.4M
Pay of current officers, directors and key staffLn 5$421K$56K$309K$56K
Other salaries and wagesLn 7$4.8M$3.5M$1.1M$108K
Pension plan contributionsLn 8$233K$149K$80K$4K
Other employee benefitsLn 9$735K$545K$185K$5K
Payroll taxesLn 10$351K$243K$97K$10K
Other fees for servicesLn 11g$65K$65K
Advertising and promotionLn 12$203K$154K$49K
Office expensesLn 13$444K$436K$8K
Information technologyLn 14$186K$91K$79K$16K
OccupancyLn 16$104K$93K$11K
InterestLn 20$18K$18K
Depreciation, depletion and amortizationLn 22$776K$614K$163K
InsuranceLn 23$99K$99K
Other expenses (24a–d)Ln 24$668K$588K$80K$328
All other expensesLn 24e$30K$24K$6K
Total functional expensesLn 25$10.5M$7.8M$2.5M$247K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.3M$12.7M−$456K$25.1M 990 PDF
FY2024 $12.0M$12.4M−$359K$24.4M 990 PDF
FY2023 $11.6M$12.0M−$419K$22.8M 990 PDF
FY2022 $12.1M$11.4M$729K$22.5M 990 PDF
FY2021 $11.4M$10.4M$923K$23.5M 990 PDF
FY2020 Viewing $10.5M$10.5M$44K$20.8M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $10,535,586 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,669,170$1,621,487
I-9 Program service revenuePrior year $9,738,284$8,676,012
I-10 Investment incomePrior year $8,495$6,974
I-11 Other revenuePrior year $350,870$231,113
I-12 Total revenuePrior year $11,766,819$10,535,586
I-13 Grants and similar amounts paidPrior year $1,573,142$1,367,560
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,773,395$6,530,352
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,217,383$2,594,150
I-18 Total expensesPrior year $11,563,920$10,492,062
I-19 Revenue less expensesPrior year $202,899$43,524
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,535,586 across 12 lines filed
VIII-1c Fundraising events$52,410
VIII-1d Related organizations$363,392
VIII-1e Government grants$318,725
VIII-1f All other contributions, gifts and grants$886,960
VIII-1h Total contributions, gifts and grants$1,621,487
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,676,012$8,676,012
VIII-3 Investment incomeExcluded from tax $7,008$7,008
VIII-6 Net rental income or lossExcluded from tax $27,203$27,203
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$34−$34
VIII-8 Net income from fundraising eventsExcluded from tax $29,592$29,592
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $174,318$174,318
VIII-12 Total revenueRelated to mission $8,850,330 · Unrelated business $0 · Excluded from tax $63,769$10,535,586
Part IX · Statement of functional expenses $10,492,062 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $1,367,560$1,367,560
IX-5 Pay of current officers, directors and key staffPrograms $55,728 · Management $309,347 · Fundraising $55,728$420,803
IX-7 Other salaries and wagesPrograms $3,545,390 · Management $1,137,879 · Fundraising $107,809$4,791,078
IX-8 Pension plan contributionsPrograms $149,235 · Management $79,949 · Fundraising $3,615$232,799
IX-9 Other employee benefitsPrograms $544,585 · Management $185,273 · Fundraising $5,286$735,144
IX-10 Payroll taxesPrograms $243,060 · Management $97,174 · Fundraising $10,294$350,528
IX-11g Other fees for servicesManagement $64,991$64,991
IX-12 Advertising and promotionManagement $154,097 · Fundraising $48,608$202,705
IX-13 Office expensesPrograms $435,772 · Management $8,258$444,030
IX-14 Information technologyPrograms $91,405 · Management $79,361 · Fundraising $15,716$186,482
IX-16 OccupancyPrograms $92,707 · Management $11,446$104,153
IX-20 InterestManagement $18,438$18,438
IX-22 Depreciation, depletion and amortizationPrograms $613,764 · Management $162,533$776,297
IX-23 InsuranceManagement $98,913$98,913
IX-24 Other expenses (24a–d)Programs $587,765 · Management $80,315 · Fundraising $328$668,408
IX-24e All other expensesPrograms $23,941 · Management $5,792$29,733
IX-25 Total functional expensesPrograms $7,750,912 · Management $2,493,766 · Fundraising $247,384$10,492,062
Part X · Balance sheet $24,541,889 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $100$100
X-2 Savings and temporary cash investmentsStart of year $233,669$1,514,525
X-3 Pledges and grants receivableStart of year $325,992$274,492
X-4 Accounts receivableStart of year $213,931$47,960
X-9 Prepaid expenses and deferred chargesStart of year $116,138$196,161
X-10c Land, buildings and equipment, netStart of year $13,016,173$13,384,939
X-11 Publicly traded securitiesStart of year $33,210$235,242
X-15 Other assetsStart of year $9,056,179$8,888,470
X-16 Total assetsStart of year $22,995,392$24,541,889
X-17 Accounts payable and accrued expensesStart of year $587,667$1,079,071
X-19 Deferred revenue$1,287,450
X-25 Other liabilitiesStart of year $1,477,051$1,341,346
X-26 Total liabilitiesStart of year $2,064,718$3,707,867
X-27 Net assets without donor restrictionsStart of year $11,395,756$11,763,534
X-28 Net assets with donor restrictionsStart of year $9,534,918$9,070,488
X-32 Total net assets or fund balancesStart of year $20,930,674$20,834,022
X-33 Total liabilities and net assetsStart of year $22,995,392$24,541,889
Part XI · Reconciliation of net assets $20,834,022 net assets at year end
XI-1 Total revenue$10,535,586
XI-2 Total expenses$10,492,062
XI-3 Revenue less expenses$43,524
XI-4 Net assets at start of year$20,930,674
XI-5 Net unrealized gains (losses) on investments−$49
XI-9 Other changes in net assets−$140,127
XI-10 Net assets at end of year$20,834,022

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.