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Oakdale Foundation FY2021 filing

Tax-deductible

Waterford, MI501(c)(3)Social Science EIN 45-2662046Revenue $1.6M in FY2021

On file with the IRSoakdaleacademy.com3200 Beacham Dr, 48329-4506 · Waterford, MITax-exempt since Apr 2012Publicly supported — 509(a)(2)

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The mission of Oakdale Foundation is to provide funding and other resources necessary to further the mission of Oakdale academy: to instill character, truth, and wisdom in our students in such a way that when they leave US at graduation, they are truly prepared for a life of service to god, country, community, and family.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$120K 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
6 of 6
filings with a surplus
Average surplus $152K a year · 8% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
80% of total assets
Worth a look: liabilities are 80% of assets; over 65%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
+13% vs prior year
Spent
$1.3M
To programs
86%
Net assets
$280K
By yearFY2020–FY2025
Revenue
$1.6M
FY2021▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.6M
FY2022$1.7M
FY2023$2.2M
FY2024$2.3M
FY2025$1.8M
Expenses
$1.3M
FY2021▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.5M
FY2023$2.0M
FY2024$2.1M
FY2025$1.8M
Net assets
$280K
FY2021▲ +784%
Tap a bar for its year
Net assets by fiscal year
FY2020$32K
FY2021$280K
FY2022$528K
FY2023$720K
FY2024$898K
FY2025$934K

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 Apr 2012.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $1.1M Management & general 12% · $161K Fundraising 2% · $24K

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

8 people listed on the 990; $120K 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
David Stanton
Headmaster
$120,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Todd Lancaster
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Dion Roddy
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Greg Surmont
Director
$0Pt VII · Sec A

David Stanton’s $156K as Headmaster is at the 47th percentile of top reported officer pay among 146 $1–10M social science 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 · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
David Stanton$156,000$153,432$137,800$120,000$112,294

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

Funds and resources support a school instilling character, truth, and wisdom for students' lives of service.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2020
01

Oakdale foundation, through its academy, strives to develop within its students the intellectual and personal habits and skills upon which responsible and productive lives are built, in the firm belief that such lives are the basis of a free and just society.

$1.1Mprogram 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 · FY2023
Raymond James Charitable Endowment FundFY2023$10K
Total grants receivedfrom 1 funder$10K
Grants paid · 2 grants · $475K · 2019–2020
Unitemized GrantFY2020$197,691
Unitemized GrantFY2019$277,588

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.6M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$448K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$161K
Fundraisingcol D$24K
Owns and owesPt X
$280K
net assets · Ln 32
Cash and savingsLn 1–2$622K
Total assetsLn 16$1.4M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$448K
Government grantsLn 1e$169K
Fundraising eventsLn 1c$147K
Fees for servicesLn 2g$1.1M
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$622K
Cash and savings togetherLn 1–2$622K
Land, buildings, equipmentLn 10c$762K
Total assetsLn 16$1.4M
LiabilitiesLn 26$1.1M
Net assetsLn 32$280K
OperationsPt I, VI
EmployeesI 543
VolunteersI 670
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$339K$622K
Land, buildings, equipmentLn 10c$802K$762K
Total assetsLn 16$1.2M$1.4M
LiabilitiesLn 26$1.1M$1.1M
Net assetsLn 32$32K$280K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$198K$198K
Other salaries and wagesLn 7$773K$643K$115K$15K
Other employee benefitsLn 9$37K$31K$6K$741
Payroll taxesLn 10$62K$51K$9K$1K
Legal feesLn 11b$1K$830$150$20
Other fees for servicesLn 11g$20K$14K$3K$3K
Advertising and promotionLn 12$240$199$36$5
Office expensesLn 13$17K$14K$3K$349
Information technologyLn 14$5K$4K$680$91
OccupancyLn 16$83K$69K$12K$2K
TravelLn 17$3K$3K$36$5
Conferences, conventions and meetingsLn 19$8K$7K$1K$158
InterestLn 20$29K$24K$4K$576
Depreciation, depletion and amortizationLn 22$35K$30K$5K$631
InsuranceLn 23$14K$11K$2K$276
Other expenses (24a–d)Ln 24$24K$24K$351$47
All other expensesLn 24e$4K$4K$382$28
Total functional expensesLn 25$1.3M$1.1M$161K$24K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.8M$1.8M$38K$934K 990 PDF
FY2024 $2.3M$2.1M$179K$898K 990 PDF
FY2023 $2.2M$2.0M$192K$720K 990 PDF
FY2022 $1.7M$1.5M$249K$528K 990 PDF
FY2021 Viewing $1.6M$1.3M$253K$280K 990 PDF
FY2020 $1.4M$1.4M$2K$32K 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 FY2021 990 (6 parts)
Part I · Summary $1,565,379 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $270,784$448,411
I-9 Program service revenuePrior year $1,118,056$1,148,256
I-10 Investment income$0
I-11 Other revenuePrior year −$4,795−$31,288
I-12 Total revenuePrior year $1,384,045$1,565,379
I-13 Grants and similar amounts paidPrior year $277,588$197,691
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $851,651$871,701
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $252,700$242,803
I-18 Total expensesPrior year $1,381,939$1,312,195
I-19 Revenue less expensesPrior year $2,106$253,184
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,565,379 across 7 lines filed
VIII-1c Fundraising events$146,982
VIII-1e Government grants$169,184
VIII-1f All other contributions, gifts and grants$132,245
VIII-1h Total contributions, gifts and grants$448,411
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,148,256$1,148,256
VIII-8 Net income from fundraising eventsExcluded from tax −$31,288−$31,288
VIII-12 Total revenueRelated to mission $1,148,256 · Excluded from tax −$31,288$1,565,379
Part IX · Statement of functional expenses $1,312,195 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $197,691$197,691
IX-7 Other salaries and wagesPrograms $642,545 · Management $115,140 · Fundraising $15,352$773,037
IX-9 Other employee benefitsPrograms $30,741 · Management $5,556 · Fundraising $741$37,038
IX-10 Payroll taxesPrograms $51,149 · Management $9,244 · Fundraising $1,233$61,626
IX-11b Legal feesPrograms $830 · Management $150 · Fundraising $20$1,000
IX-11g Other fees for servicesPrograms $14,134 · Management $2,546 · Fundraising $3,155$19,835
IX-12 Advertising and promotionPrograms $199 · Management $36 · Fundraising $5$240
IX-13 Office expensesPrograms $14,429 · Management $2,607 · Fundraising $349$17,385
IX-14 Information technologyPrograms $3,759 · Management $680 · Fundraising $91$4,530
IX-16 OccupancyPrograms $68,987 · Management $12,468 · Fundraising $1,664$83,119
IX-17 TravelPrograms $2,724 · Management $36 · Fundraising $5$2,765
IX-19 Conferences, conventions and meetingsPrograms $6,551 · Management $1,184 · Fundraising $158$7,893
IX-20 InterestPrograms $23,895 · Management $4,318 · Fundraising $576$28,789
IX-22 Depreciation, depletion and amortizationPrograms $29,926 · Management $4,737 · Fundraising $631$35,294
IX-23 InsurancePrograms $11,418 · Management $2,063 · Fundraising $276$13,757
IX-24 Other expenses (24a–d)Programs $23,527 · Management $351 · Fundraising $47$23,925
IX-24e All other expensesPrograms $3,861 · Management $382 · Fundraising $28$4,271
IX-25 Total functional expensesPrograms $1,126,366 · Management $161,498 · Fundraising $24,331$1,312,195
Part X · Balance sheet $1,396,505 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $338,597$622,248
X-9 Prepaid expenses and deferred chargesStart of year $12,500$12,500
X-10c Land, buildings and equipment, netStart of year $802,040$761,757
X-16 Total assetsStart of year $1,154,487$1,396,505
X-17 Accounts payable and accrued expensesStart of year $422$15,788
X-19 Deferred revenueStart of year $306,146$542,178
X-25 Other liabilitiesStart of year $11,763$7,837
X-26 Total liabilitiesStart of year $1,122,814$1,116,649
X-32 Total net assets or fund balancesStart of year $31,673$279,856
X-33 Total liabilities and net assetsStart of year $1,154,487$1,396,505
Part XI · Reconciliation of net assets $279,856 net assets at year end
XI-1 Total revenue$1,565,379
XI-2 Total expenses$1,312,195
XI-3 Revenue less expenses$253,184
XI-4 Net assets at start of year$31,673
XI-9 Other changes in net assets−$5,001
XI-10 Net assets at end of year$279,856

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

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