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Old Trail School FY2021 filing

Tax-deductible

Bath, OH501(c)(3)Since 1932Education EIN 34-0737805Revenue $11.4M in FY2021

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

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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.
$627K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
$627K
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
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
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
$3.9M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.4M
+8% vs prior year
Spent
$10.4M
To programs
74%
Net assets
$23.5M
By yearFY2020–FY2025
Revenue
$11.4M
FY2021▲ +8%
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
$10.4M
FY2021▼ -0.6%
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
$23.5M
FY2021▲ +13%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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% · $7.7M Management & general 24% · $2.5M Fundraising 2% · $255K

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

25 people listed on the 990; $627K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Sarah Johnston
Head of School
$248,303Pt VII · Sec A
W Joseph Vogel
Asst Head of School
$145,365Pt VII · Sec A
David Chottiner
Intermediate/Middle School Director
$117,479Pt VII · Sec A
$116,132Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

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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 15aYes

Programs and updates

Educates children from preschool through eighth grade.

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Provided by the organization

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1 program · $7.7M · in their own filed words · FY2020
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 418 students in early childhood through grade EIGHT.THE school continued to operate in person with a remote option choice for students and therefore contintued to…

$7.7Mprogram 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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$11.4M
Ln 12
Fees for servicesLn 2g$8.6M
Gifts and grantsLn 1h$2.5M
Other incomeLn 4–11$312K
Money outPt IX
$10.4M
Ln 25
Programscol B$7.7M
Managementcol C$2.5M
Fundraisingcol D$255K
Owns and owesPt X
$23.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$27.4M
LiabilitiesLn 26$3.9M
PeoplePt VI, VII
25
listed · VII A
PaidVII A4
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Government grantsLn 1e$1.6M
Noncash giftsLn 1g$20K
Fees for servicesLn 2g$8.6M
Investment incomeLn 3$310
Other incomeLn 4–11$312K
Gains on assetsLn 7$112
Total revenueLn 12$11.4M
Assets in detailPt X, end of year
CashLn 1$100
SavingsLn 2$2.9M
Cash and savings togetherLn 1–2$2.9M
InvestmentsLn 11–13$484K
Land, buildings, equipmentLn 10c$13.1M
Other assetsLn 15$10.6M
Total assetsLn 16$27.4M
LiabilitiesLn 26$3.9M
Net assetsLn 32$23.5M
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 FY21End FY21
Cash and savingsLn 1–2$1.5M$2.9M
InvestmentsLn 11–13$235K$484K
Land, buildings, equipmentLn 10c$13.4M$13.1M
Total assetsLn 16$24.5M$27.4M
LiabilitiesLn 26$3.7M$3.9M
Net assetsLn 32$20.8M$23.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.5M$1.5M
Pay of current officers, directors and key staffLn 5$435K$58K$318K$58K
Other salaries and wagesLn 7$4.5M$3.3M$1.1M$90K
Pension plan contributionsLn 8$218K$137K$77K$3K
Other employee benefitsLn 9$637K$485K$149K$3K
Payroll taxesLn 10$344K$236K$98K$11K
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$73K$73K
Advertising and promotionLn 12$267K$196K$71K
Office expensesLn 13$466K$451K$14K
Information technologyLn 14$233K$141K$76K$16K
OccupancyLn 16$106K$95K$11K
InterestLn 20$16K$16K
Depreciation, depletion and amortizationLn 22$804K$636K$168K
InsuranceLn 23$100K$100K
Other expenses (24a–d)Ln 24$716K$640K$74K$3K
All other expensesLn 24e$7K$7K
Total functional expensesLn 25$10.4M$7.7M$2.5M$255K

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 Viewing $11.4M$10.4M$923K$23.5M 990 PDF
FY2020 $10.5M$10.5M$44K$20.8M 990 PDF

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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 FY2021 990 (6 parts)
Part I · Summary $11,355,183 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,621,487$2,486,748
I-9 Program service revenuePrior year $8,676,012$8,556,451
I-10 Investment incomePrior year $6,974$310
I-11 Other revenuePrior year $231,113$311,674
I-12 Total revenuePrior year $10,535,586$11,355,183
I-13 Grants and similar amounts paidPrior year $1,367,560$1,454,866
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,530,352$6,181,706
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,594,150$2,796,047
I-18 Total expensesPrior year $10,492,062$10,432,619
I-19 Revenue less expensesPrior year $43,524$922,564
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
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 $11,355,183 across 11 lines filed
VIII-1d Related organizations$388,270
VIII-1e Government grants$1,602,766
VIII-1f All other contributions, gifts and grants$495,712
VIII-1g Noncash contributions (included above)$20,314
VIII-1h Total contributions, gifts and grants$2,486,748
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,556,451$8,556,451
VIII-3 Investment incomeExcluded from tax $198$198
VIII-6 Net rental income or lossExcluded from tax $34,556$34,556
VIII-7 Net gain or loss on sales of assetsExcluded from tax $112$112
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $277,118$277,118
VIII-12 Total revenueRelated to mission $8,833,569 · Unrelated business $0 · Excluded from tax $34,866$11,355,183
Part IX · Statement of functional expenses $10,432,619 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $1,454,866$1,454,866
IX-5 Pay of current officers, directors and key staffPrograms $58,435 · Management $317,867 · Fundraising $58,435$434,737
IX-7 Other salaries and wagesPrograms $3,329,126 · Management $1,129,038 · Fundraising $89,844$4,548,008
IX-8 Pension plan contributionsPrograms $137,381 · Management $76,834 · Fundraising $3,356$217,571
IX-9 Other employee benefitsPrograms $484,994 · Management $149,059 · Fundraising $2,982$637,035
IX-10 Payroll taxesPrograms $235,788 · Management $97,879 · Fundraising $10,688$344,355
IX-11f Investment management feesManagement $7,659$7,659
IX-11g Other fees for servicesManagement $72,805$72,805
IX-12 Advertising and promotionManagement $195,569 · Fundraising $71,222$266,791
IX-13 Office expensesPrograms $451,271 · Management $14,423$465,694
IX-14 Information technologyPrograms $140,803 · Management $75,976 · Fundraising $16,113$232,892
IX-16 OccupancyPrograms $94,973 · Management $11,490$106,463
IX-20 InterestManagement $15,552$15,552
IX-22 Depreciation, depletion and amortizationPrograms $635,806 · Management $168,401$804,207
IX-23 InsuranceManagement $100,482$100,482
IX-24 Other expenses (24a–d)Programs $639,992 · Management $73,552 · Fundraising $2,676$716,220
IX-24e All other expensesPrograms $7,282$7,282
IX-25 Total functional expensesPrograms $7,670,717 · Management $2,506,586 · Fundraising $255,316$10,432,619
Part X · Balance sheet $27,416,643 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $100$100
X-2 Savings and temporary cash investmentsStart of year $1,514,525$2,889,905
X-3 Pledges and grants receivableStart of year $274,492$157,144
X-4 Accounts receivableStart of year $47,960$50,967
X-9 Prepaid expenses and deferred chargesStart of year $196,161$176,906
X-10c Land, buildings and equipment, netStart of year $13,384,939$13,053,618
X-11 Publicly traded securitiesStart of year $235,242$484,223
X-15 Other assetsStart of year $8,888,470$10,603,780
X-16 Total assetsStart of year $24,541,889$27,416,643
X-17 Accounts payable and accrued expensesStart of year $1,079,071$1,109,018
X-19 Deferred revenueStart of year $1,287,450$1,287,469
X-25 Other liabilitiesStart of year $1,341,346$1,535,334
X-26 Total liabilitiesStart of year $3,707,867$3,931,821
X-27 Net assets without donor restrictionsStart of year $11,763,534$12,753,526
X-28 Net assets with donor restrictionsStart of year $9,070,488$10,731,296
X-32 Total net assets or fund balancesStart of year $20,834,022$23,484,822
X-33 Total liabilities and net assetsStart of year $24,541,889$27,416,643
Part XI · Reconciliation of net assets $23,484,822 net assets at year end
XI-1 Total revenue$11,355,183
XI-2 Total expenses$10,432,619
XI-3 Revenue less expenses$922,564
XI-4 Net assets at start of year$20,834,022
XI-5 Net unrealized gains (losses) on investments$12,927
XI-9 Other changes in net assets$1,715,309
XI-10 Net assets at end of year$23,484,822

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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