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Old Trail School Foundation FY2020 filing

Tax-deductible

Bath, OH501(c)(3)Since 1990EIN 34-1664787Revenue $172K in FY2020

On file with the IRSoldtrail.orgPo Box 827, 44210-0827 · Bath, OHTax-exempt since Feb 1991Supporting organization — 509(a)(3)

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Established in 1990, the Old Trail School Foundation was created to solicit and receive gifts, establish and review investment and spending policies, and oversee the management of endowment funds for the School. Old Trail School strives for an endowment large enough to underwrite faculty salary increases in excess of inflation and desires an endowment sufficient to fund financial aid allocations for students who have the academic ability but not the means to attend Old Trail School. IT is essential to build an endowment fund for the physical plant that allows the School to become less reliant on operating expenses for maintenance and enhancement. Building an endowment to enhance specific programs will alleviate the burden on the annual operating budget for program expenses. An endowment fund to support specific areas such as the library, technology, geography, professional development and guest speakers will provide the strength and excellence expected by our families.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $289K a year · 39% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.0M
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 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
$172K
Spent
$399K
To programs
91%
Net assets
$6.7M
By yearFY2020–FY2024
Revenue
$172K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$172K
FY2021$579K
FY2022$716K
FY2023$679K
FY2024$1.5M
FY2024$766K
Expenses
$399K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$399K
FY2021$429K
FY2022$453K
FY2023$474K
FY2024$483K
FY2024$487K
Net assets
$6.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.7M
FY2021$10.3M
FY2022$8.7M
FY2023$10.0M
FY2024$11.9M
FY2024$13.1M

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1991.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $363K Management & general 9% · $36K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Sarah Johnston
Head of School
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Onker Basu
Trustee
$0Pt VII · Sec A
Bob Berk
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Gavin Domm
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
See Old Trail School Foundation executive salaries →

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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

Supports Old Trail School's educational mission and operations.

Questions for Old Trail School Foundation

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Provided by the organization

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1 program · $363K · in their own filed words · FY2019
01

The endowment supports old trail school.

$363Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $2.5M · 2019–2024
Old Trail SchoolOH · FY2024$445,873
Old Trail SchoolOH · FY2023$443,307
Old Trail SchoolOH · FY2022$428,634
Old Trail SchoolOH · FY2021$408,938
Old Trail SchoolOH · FY2020$388,270
Old Trail SchoolOH · FY2019$363,392

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$172K
Ln 12
Investment incomeLn 3$141K
Gifts and grantsLn 1h$31K
Money outPt IX
$399K
Ln 25
Programscol B$363K
Managementcol C$36K
Owns and owesPt X
$6.7M
net assets · Ln 32
Cash and savingsLn 1–2$159K
Total assetsLn 16$8.6M
LiabilitiesLn 26$2.0M
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$31K
Investment incomeLn 3$141K
Gains on assetsLn 7−$62K
Total revenueLn 12$172K
Assets in detailPt X, end of year
SavingsLn 2$159K
Cash and savings togetherLn 1–2$159K
InvestmentsLn 11–13$8.3M
Other assetsLn 15$27K
Total assetsLn 16$8.6M
LiabilitiesLn 26$2.0M
Net assetsLn 32$6.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
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$439K$159K
InvestmentsLn 11–13$8.2M$8.3M
Total assetsLn 16$8.8M$8.6M
LiabilitiesLn 26$2.0M$2.0M
Net assetsLn 32$6.8M$6.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$363K$363K
Investment management feesLn 11f$36K$36K
Total functional expensesLn 25$399K$363K$36K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.5M$483K$1.1M$11.9M 990 PDF
FY2023 $679K$474K$205K$10.0M 990 PDF
FY2022 $716K$453K$263K$8.7M 990 PDF
FY2021 $579K$429K$150K$10.3M 990 PDF
FY2020 Viewing $172K$399K−$227K$6.7M 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 FY2020 990 (6 parts)
Part I · Summary $171,958 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,198$30,609
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $306,901$141,349
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $322,099$171,958
I-13 Grants and similar amounts paidPrior year $359,393$363,392
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $35,504$35,801
I-18 Total expensesPrior year $394,897$399,193
I-19 Revenue less expensesPrior year −$72,798−$227,235
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $171,958 across 5 lines filed
VIII-1f All other contributions, gifts and grants$30,609
VIII-1h Total contributions, gifts and grants$30,609
VIII-3 Investment incomeExcluded from tax $203,042$203,042
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$61,693−$61,693
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $141,349$171,958
Part IX · Statement of functional expenses $399,193 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $363,392$363,392
IX-11f Investment management feesManagement $35,801$35,801
IX-25 Total functional expensesPrograms $363,392 · Management $35,801 · Fundraising $0$399,193
Part X · Balance sheet $8,631,128 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $438,558$159,491
X-3 Pledges and grants receivableStart of year $178,799$109,648
X-11 Publicly traded securitiesStart of year $8,150,866$8,334,761
X-15 Other assetsStart of year $15,318$27,228
X-16 Total assetsStart of year $8,783,541$8,631,128
X-25 Other liabilitiesStart of year $1,961,525$1,961,524
X-26 Total liabilitiesStart of year $1,961,525$1,961,524
X-27 Net assets without donor restrictionsStart of year $148,660$148,771
X-28 Net assets with donor restrictionsStart of year $6,673,356$6,520,833
X-32 Total net assets or fund balancesStart of year $6,822,016$6,669,604
X-33 Total liabilities and net assetsStart of year $8,783,541$8,631,128
Part XI · Reconciliation of net assets $6,669,604 net assets at year end
XI-1 Total revenue$171,958
XI-2 Total expenses$399,193
XI-3 Revenue less expenses−$227,235
XI-4 Net assets at start of year$6,822,016
XI-5 Net unrealized gains (losses) on investments$74,823
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,669,604

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

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