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.
92¢ of each $1 spent went to programs.
$48K 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

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
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
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$48K
to officers and key staff · 46% of spending
Concern: pay to officers and key staff is 46% of spending; over 30%.
Pt VII · Sec A
9 mo
of spending, in cash
Looks good: 9.0 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
$135K
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$220K
Spent
$105K
To programs
92%
Net assets
$176K
By yearFY2021–FY2025
Revenue
$220K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$220K
FY2022$143K
FY2023$175K
FY2024$159K
FY2025$128K
Expenses
$105K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$105K
FY2022$109K
FY2023$113K
FY2024$122K
FY2025$130K
Net assets
$176K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$176K
FY2022$204K
FY2023$260K
FY2024$291K
FY2025$282K

From the FY2021 Form 990 (year ending June 2021) · see the original

Give Claim
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 Jul 1999.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $97K Management & general 8% · $8K

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

3 people listed on the 990; $48K 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
President
$41,400Pt VII · Sec A
$6,581Pt 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.

See Oak Trails School INC 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 15aNo

Programs and updates

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

Questions for Oak Trails School INC

Tap to ask. Oak Trails School INC sees how many people are interested.

Your first name shows with your question. Oak Trails School INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $45K · in their own filed words · FY2020
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.

$45Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$220K
Ln 12
Fees for servicesLn 2g$125K
Gifts and grantsLn 1h$89K
Other incomeLn 4–11$5K
Money outPt IX
$105K
Ln 25
Programscol B$97K
Managementcol C$8K
Owns and owesPt X
$176K
net assets · Ln 32
Cash and savingsLn 1–2$78K
Total assetsLn 16$310K
LiabilitiesLn 26$135K
PeoplePt VI, VII
3
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$89K
Fees for servicesLn 2g$125K
Investment incomeLn 3$524
Other incomeLn 4–11$5K
Total revenueLn 12$220K
Assets in detailPt X, end of year
CashLn 1$78K
Cash and savings togetherLn 1–2$78K
Land, buildings, equipmentLn 10c$232K
Total assetsLn 16$310K
LiabilitiesLn 26$135K
Net assetsLn 32$176K
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 FY21End FY21
Cash and savingsLn 1–2$61K$78K
Land, buildings, equipmentLn 10c$1K$232K
Total assetsLn 16$62K$310K
LiabilitiesLn 26$2K$135K
Net assetsLn 32$61K$176K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$48K$48K
Other salaries and wagesLn 7$2K$2K
Pension plan contributionsLn 8$2K$2K
Other employee benefitsLn 9$4K$4K
Payroll taxesLn 10$4K$4K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$3K$3K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$3K$3K
Information technologyLn 14$317$317
OccupancyLn 16$15K$15K
Conferences, conventions and meetingsLn 19$261$261
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$2K$908$1K
Other expenses (24a–d)Ln 24$11K$11K
All other expensesLn 24e$128$128
Total functional expensesLn 25$105K$97K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $220K$105K$115K$176K 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 O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $219,849 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $81$88,997
I-9 Program service revenuePrior year $60,044$125,328
I-10 Investment income$524
I-11 Other revenue$5,000
I-12 Total revenuePrior year $60,125$219,849
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $73,445$60,706
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $25,676$44,231
I-18 Total expensesPrior year $99,121$104,937
I-19 Revenue less expensesPrior year −$38,996$114,912
Part VI · Governance 1 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members1
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 $219,849 across 6 lines filed
VIII-1f All other contributions, gifts and grants$88,997
VIII-1h Total contributions, gifts and grants$88,997
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $125,328$125,328
VIII-3 Investment incomeRelated to mission $524$524
VIII-6 Net rental income or lossUnrelated business $5,000$5,000
VIII-12 Total revenueRelated to mission $125,852 · Unrelated business $5,000$219,849
Part IX · Statement of functional expenses $104,937 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $47,981$47,981
IX-7 Other salaries and wagesPrograms $2,269$2,269
IX-8 Pension plan contributionsPrograms $2,484$2,484
IX-9 Other employee benefitsPrograms $4,116$4,116
IX-10 Payroll taxesPrograms $3,856$3,856
IX-11b Legal feesManagement $3,787$3,787
IX-11c Accounting feesManagement $3,128$3,128
IX-12 Advertising and promotionPrograms $1,296$1,296
IX-13 Office expensesPrograms $2,508$2,508
IX-14 Information technologyPrograms $317$317
IX-16 OccupancyPrograms $15,298$15,298
IX-19 Conferences, conventions and meetingsPrograms $261$261
IX-22 Depreciation, depletion and amortizationPrograms $4,404$4,404
IX-23 InsurancePrograms $908 · Management $1,108$2,016
IX-24 Other expenses (24a–d)Programs $11,088$11,088
IX-24e All other expensesPrograms $128$128
IX-25 Total functional expensesPrograms $96,914 · Management $8,023 · Fundraising $0$104,937
Part X · Balance sheet $310,340 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $61,101$78,425
X-10c Land, buildings and equipment, netStart of year $1,319$231,915
X-16 Total assetsStart of year $62,420$310,340
X-17 Accounts payable and accrued expensesStart of year $1,555$2,563
X-24 Unsecured notes and loans payable$132,000
X-26 Total liabilitiesStart of year $1,555$134,563
X-27 Net assets without donor restrictionsStart of year $60,865$175,777
X-32 Total net assets or fund balancesStart of year $60,865$175,777
X-33 Total liabilities and net assetsStart of year $62,420$310,340
Part XI · Reconciliation of net assets $175,777 net assets at year end
XI-1 Total revenue$219,849
XI-2 Total expenses$104,937
XI-3 Revenue less expenses$114,912
XI-4 Net assets at start of year$60,865
XI-10 Net assets at end of year$175,777

Form 990 e-file (XML) FY2021 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.