Oak Trails School is a montessori School which offers before and aftercare and summer camp in addition to the academic programs offered during the academic year for its students taught by approximately 4 instructors.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$49K 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

FY2025 · 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
4 of 5
filings with a surplus
Average surplus $50K a year · 30% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$49K
to officers and key staff · 38% of spending
Concern: pay to officers and key staff is 38% of spending; over 30%.
Pt VII · Sec A
18 mo
of spending, in cash
Looks good: 17.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $24
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$140K
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$128K
-20% vs prior year
Spent
$130K
To programs
99%
Net assets
$282K
By yearFY2021–FY2025
Revenue
$128K
FY2025▼ -20%
Tap a bar for its year
Revenue by fiscal year
FY2021$220K
FY2022$143K
FY2023$175K
FY2024$159K
FY2025$128K
Expenses
$130K
FY2025▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2021$105K
FY2022$109K
FY2023$113K
FY2024$122K
FY2025$130K
Net assets
$282K
FY2025▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2021$176K
FY2022$204K
FY2023$260K
FY2024$291K
FY2025$282K

From the FY2025 Form 990 (year ending June 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1999.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $129K Management & general 1% · $951

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

3 people listed on the 990; $49K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$48,720Pt VII · Sec A
$627Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A

Heidi Knab’s $49K as President is at the 40th percentile of top reported officer pay among 1613 $100K–1M 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Heidi Knab$48,720$47,355$46,200$46,200$41,400
Nanette Glencer$627$5,106$3,061$5,758$6,581

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

Provides Montessori education, before/aftercare, and summer camp.

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Provided by the organization

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1 program · $76K · in their own filed words · FY2024
01

All revenue are derived for the primary purpose of this organization which is to provide montessori school instruction to the preprimary level and in the kndergarden through sixth grade level.

$76Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$24

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$128K
Ln 12
Fees for servicesLn 2g$119K
Other incomeLn 4–11$7K
Investment incomeLn 3$2K
Money outPt IX
$130K
Ln 25
Programscol B$129K
Managementcol C$951
Owns and owesPt X
$282K
net assets · Ln 32
Cash and savingsLn 1–2$193K
Total assetsLn 16$422K
LiabilitiesLn 26$140K
PeoplePt VI, VII
3
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$500
Fees for servicesLn 2g$119K
Investment incomeLn 3$2K
Other incomeLn 4–11$7K
Total revenueLn 12$128K
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$153K
Cash and savings togetherLn 1–2$193K
Land, buildings, equipmentLn 10c$211K
Other assetsLn 15$18K
Total assetsLn 16$422K
LiabilitiesLn 26$140K
Net assetsLn 32$282K
OperationsPt I, VI
EmployeesI 54
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$210K$193K
Land, buildings, equipmentLn 10c$216K$211K
Total assetsLn 16$426K$422K
LiabilitiesLn 26$135K$140K
Net assetsLn 32$291K$282K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$49K$49K
Other salaries and wagesLn 7$28K$28K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$6K$6K
Accounting feesLn 11c$951$951
Advertising and promotionLn 12$67$67
Office expensesLn 13$599$599
Information technologyLn 14$2K$2K
OccupancyLn 16$26K$26K
Conferences, conventions and meetingsLn 19$316$316
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$3K$3K
Total functional expensesLn 25$130K$129K$951$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $128K$130K−$2K$282K 990 PDF
FY2024 $159K$122K$38K$291K 990 PDF
FY2023 $175K$113K$63K$260K 990 PDF
FY2022 $143K$109K$34K$204K 990 PDF
FY2021 $220K$105K$115K$176K 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 O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $128,142 revenue, 12 lines filed
I-8 Contributions and grants$500
I-9 Program service revenuePrior year $152,835$118,652
I-10 Investment income$2,390
I-11 Other revenuePrior year $6,600$6,600
I-12 Total revenuePrior year $159,435$128,142
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $86,819$89,643
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $34,758$40,125
I-18 Total expensesPrior year $121,577$129,768
I-19 Revenue less expensesPrior year $37,858−$1,626
Part VI · Governance 0 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $128,142 across 6 lines filed
VIII-1f All other contributions, gifts and grants$500
VIII-1h Total contributions, gifts and grants$500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $118,652$118,652
VIII-3 Investment incomeRelated to mission $2,390$2,390
VIII-6 Net rental income or lossUnrelated business $6,600$6,600
VIII-12 Total revenueRelated to mission $121,042 · Unrelated business $6,600$128,142
Part IX · Statement of functional expenses $129,768 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $49,347$49,347
IX-7 Other salaries and wagesPrograms $28,306$28,306
IX-8 Pension plan contributionsPrograms $1,462$1,462
IX-9 Other employee benefitsPrograms $4,570$4,570
IX-10 Payroll taxesPrograms $5,958$5,958
IX-11c Accounting feesManagement $951$951
IX-12 Advertising and promotionPrograms $67$67
IX-13 Office expensesPrograms $599$599
IX-14 Information technologyPrograms $1,767$1,767
IX-16 OccupancyPrograms $25,978$25,978
IX-19 Conferences, conventions and meetingsPrograms $316$316
IX-22 Depreciation, depletion and amortizationPrograms $3,287$3,287
IX-23 InsurancePrograms $4,569$4,569
IX-24 Other expenses (24a–d)Programs $2,591$2,591
IX-25 Total functional expensesPrograms $128,817 · Management $951 · Fundraising $0$129,768
Part X · Balance sheet $421,715 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $209,658$39,126
X-2 Savings and temporary cash investments$153,391
X-10c Land, buildings and equipment, netStart of year $216,138$210,879
X-15 Other assets$18,319
X-16 Total assetsStart of year $425,796$421,715
X-17 Accounts payable and accrued expensesStart of year $2,501$46
X-24 Unsecured notes and loans payableStart of year $132,000$140,000
X-26 Total liabilitiesStart of year $134,501$140,046
X-27 Net assets without donor restrictionsStart of year $291,295$281,669
X-32 Total net assets or fund balancesStart of year $291,295$281,669
X-33 Total liabilities and net assetsStart of year $425,796$421,715
Part XI · Reconciliation of net assets $281,669 net assets at year end
XI-1 Total revenue$128,142
XI-2 Total expenses$129,768
XI-3 Revenue less expenses−$1,626
XI-4 Net assets at start of year$291,295
XI-8 Prior period adjustments−$8,000
XI-10 Net assets at end of year$281,669

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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