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Old Trail School FY2024 filing

Tax-deductible

Bath, OH501(c)(3)Since 1932Education EIN 34-0737805Revenue $12.0M in FY2024

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.
75¢ of each $1 spent went to programs.
$644K 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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FY2024 · 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
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$644K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Plus $1.2M in investments, Pt X · Ln 11–13
Fine: 0.7 months of spending in cash, plus $1.2M in investments.
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
$2.7M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.0M
+4% vs prior year
Spent
$12.4M
To programs
75%
Net assets
$24.4M
By yearFY2020–FY2025
Revenue
$12.0M
FY2024▲ +4%
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
$12.4M
FY2024▲ +3%
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
$24.4M
FY2024▲ +7%
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 FY2024 Form 990 (year ending June 2024) · 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 Jan 1932.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $9.3M Management & general 22% · $2.8M Fundraising 2% · $302K

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

27 people listed on the 990; $644K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Sarah Johnston
Head of School
$266,489Pt VII · Sec A
W Joseph Vogel
Associate Head of School
$145,469Pt VII · Sec A
Meeta Nosrati
Chief Financial Officer
$129,332Pt VII · Sec A
Hallie Ritzman
Middle School Director
$102,971Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Mark Davey
Trustee
$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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1 program · $9.3M · in their own filed words · FY2023
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 442 students in early childhood through grade eight.

$9.3Mprogram 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 FY2024 990, line by line.

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from philanthropy.org
1The main four
Money inPt VIII
$12.0M
Ln 12
Fees for servicesLn 2g$10.5M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$245K
Money outPt IX
$12.4M
Ln 25
Programscol B$9.3M
Managementcol C$2.8M
Fundraisingcol D$302K
Owns and owesPt X
$24.4M
net assets · Ln 32
Cash and savingsLn 1–2$742K
Total assetsLn 16$27.0M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
27
listed · VII A
PaidVII A4
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$303K
Fees for servicesLn 2g$10.5M
Investment incomeLn 3$58K
Other incomeLn 4–11$245K
Gains on assetsLn 7$2K
Total revenueLn 12$12.0M
Assets in detailPt X, end of year
CashLn 1$100
SavingsLn 2$742K
Cash and savings togetherLn 1–2$742K
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$12.7M
Other assetsLn 15$12.2M
Total assetsLn 16$27.0M
LiabilitiesLn 26$2.7M
Net assetsLn 32$24.4M
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 FY24End FY24
Cash and savingsLn 1–2$750K$742K
InvestmentsLn 11–13$1.2M$1.2M
Land, buildings, equipmentLn 10c$13.1M$12.7M
Total assetsLn 16$25.6M$27.0M
LiabilitiesLn 26$2.8M$2.7M
Net assetsLn 32$22.8M$24.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.6M$1.6M
Pay of current officers, directors and key staffLn 5$673K$103K$398K$172K
Other salaries and wagesLn 7$5.0M$3.7M$1.2M
Pension plan contributionsLn 8$198K$140K$57K
Other employee benefitsLn 9$991K$829K$163K
Payroll taxesLn 10$428K$307K$111K$10K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$80K$80K
Advertising and promotionLn 12$241K$157K$83K
Office expensesLn 13$584K$566K$17K
Information technologyLn 14$306K$153K$126K$27K
OccupancyLn 16$96K$71K$24K$457
InterestLn 20$6K$6K
Depreciation, depletion and amortizationLn 22$877K$687K$187K$3K
InsuranceLn 23$104K$71K$33K$457
Other expenses (24a–d)Ln 24$1.2M$1.1M$155K$6K
Total functional expensesLn 25$12.4M$9.3M$2.8M$302K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.3M$12.7M−$456K$25.1M 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $12,035,881 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,225,772$1,250,723
I-9 Program service revenuePrior year $10,013,076$10,482,198
I-10 Investment incomePrior year $64,365$57,923
I-11 Other revenuePrior year $267,474$245,037
I-12 Total revenuePrior year $11,570,687$12,035,881
I-13 Grants and similar amounts paidPrior year $1,729,381$1,627,785
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,773,870$7,250,877
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,486,712$3,516,707
I-18 Total expensesPrior year $11,989,963$12,395,369
I-19 Revenue less expensesPrior year −$419,276−$359,488
Part VI · Governance 23 of 23 board members independent, no flags
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
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 $12,035,881 across 11 lines filed
VIII-1d Related organizations$443,307
VIII-1e Government grants$302,809
VIII-1f All other contributions, gifts and grants$504,607
VIII-1h Total contributions, gifts and grants$1,250,723
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,482,198$10,482,198
VIII-3 Investment incomeExcluded from tax $55,916$55,916
VIII-6 Net rental income or lossExcluded from tax $28,606$28,606
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,007$2,007
VIII-8 Net income from fundraising eventsExcluded from tax $25,881$25,881
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $190,550$190,550
VIII-12 Total revenueRelated to mission $10,672,748 · Unrelated business $0 · Excluded from tax $112,410$12,035,881
Part IX · Statement of functional expenses $12,395,369 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $1,627,785$1,627,785
IX-5 Pay of current officers, directors and key staffPrograms $102,603 · Management $398,106 · Fundraising $171,839$672,548
IX-7 Other salaries and wagesPrograms $3,733,153 · Management $1,228,004$4,961,157
IX-8 Pension plan contributionsPrograms $140,462 · Management $57,468$197,930
IX-9 Other employee benefitsPrograms $828,550 · Management $162,886$991,436
IX-10 Payroll taxesPrograms $306,564 · Management $111,342 · Fundraising $9,900$427,806
IX-11f Investment management feesManagement $9,761$9,761
IX-11g Other fees for servicesManagement $79,646$79,646
IX-12 Advertising and promotionManagement $157,190 · Fundraising $83,312$240,502
IX-13 Office expensesPrograms $566,460 · Management $17,168$583,628
IX-14 Information technologyPrograms $153,282 · Management $125,574 · Fundraising $26,666$305,522
IX-16 OccupancyPrograms $70,804 · Management $24,271 · Fundraising $457$95,532
IX-20 InterestManagement $6,436$6,436
IX-22 Depreciation, depletion and amortizationPrograms $687,234 · Management $186,602 · Fundraising $3,344$877,180
IX-23 InsurancePrograms $70,827 · Management $32,574 · Fundraising $457$103,858
IX-24 Other expenses (24a–d)Programs $1,054,145 · Management $154,718 · Fundraising $5,779$1,214,642
IX-25 Total functional expensesPrograms $9,341,869 · Management $2,751,746 · Fundraising $301,754$12,395,369
Part X · Balance sheet $27,037,468 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $100$100
X-2 Savings and temporary cash investmentsStart of year $749,916$741,584
X-3 Pledges and grants receivableStart of year $35,826$15,825
X-4 Accounts receivableStart of year $93,934$21,017
X-9 Prepaid expenses and deferred chargesStart of year $139,813$202,559
X-10c Land, buildings and equipment, netStart of year $13,116,961$12,710,867
X-11 Publicly traded securitiesStart of year $1,204,156$1,184,273
X-15 Other assetsStart of year $10,279,335$12,161,243
X-16 Total assetsStart of year $25,620,041$27,037,468
X-17 Accounts payable and accrued expensesStart of year $787,696$948,367
X-25 Other liabilitiesStart of year $2,010,033$1,731,577
X-26 Total liabilitiesStart of year $2,797,729$2,679,944
X-27 Net assets without donor restrictionsStart of year $13,631,697$13,370,628
X-28 Net assets with donor restrictionsStart of year $9,190,615$10,986,896
X-32 Total net assets or fund balancesStart of year $22,822,312$24,357,524
X-33 Total liabilities and net assetsStart of year $25,620,041$27,037,468
Part XI · Reconciliation of net assets $24,357,524 net assets at year end
XI-1 Total revenue$12,035,881
XI-2 Total expenses$12,395,369
XI-3 Revenue less expenses−$359,488
XI-4 Net assets at start of year$22,822,312
XI-5 Net unrealized gains (losses) on investments$12,792
XI-9 Other changes in net assets$1,881,908
XI-10 Net assets at end of year$24,357,524

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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