Oak Hall is dedicated to ensuring the intellectual, creative physical, social, emotional, and spiritual growth of each student to his/her fullest potential within a christian atmosphere. A positive self-image, a sense of true worth, and the feeling of being valued as a School partner and a child of god are goals inherent to the school's mission. Each student will leave Oak Hall with the tools to function in a global society as a major contributor.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
3 of 5
filings with a surplus
Average surplus $74K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Plus $1.9M in investments, Pt X · Ln 11–13
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $98K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$347K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$1.7M
To programs
80%
Net assets
$3.9M
By yearFY2021–FY2025
Revenue
$2.0M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.0M
FY2022$1.5M
FY2023$1.9M
FY2024$2.3M
FY2025$2.7M
Expenses
$1.7M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.7M
FY2022$1.8M
FY2023$2.0M
FY2024$2.1M
FY2025$2.4M
Net assets
$3.9M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$3.9M
FY2022$3.5M
FY2023$3.6M
FY2024$3.7M
FY2025$4.1M

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 1978.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $1.3M Management & general 19% · $317K Fundraising 1% · $15K

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

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
PA President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Oak Hall Episcopal School 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 15aYes

Programs and updates

Nurtures students' full potential intellectually, creatively, and spiritually within a Christian environment.

Questions for Oak Hall Episcopal School

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Provided by the organization

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1 program · $1.3M · in their own filed words · FY2020
01

Oak hall is a grade school from preschool to 8TH grade. Approximately 150 students are educated each year.

$1.3Mprogram 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 · FY2024
Total grants receivedfrom 1 funder$98K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$977K
Gifts and grantsLn 1h$721K
Investment incomeLn 3$275K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.3M
Managementcol C$317K
Fundraisingcol D$15K
Owns and owesPt X
$3.9M
net assets · Ln 32
Cash and savingsLn 1–2$422K
Total assetsLn 16$4.2M
LiabilitiesLn 26$347K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$721K
Fees for servicesLn 2g$977K
Investment incomeLn 3$275K
Gains on assetsLn 7$250K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$123K
SavingsLn 2$300K
Cash and savings togetherLn 1–2$422K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$11K
Total assetsLn 16$4.2M
LiabilitiesLn 26$347K
Net assetsLn 32$3.9M
OperationsPt I, VI
EmployeesI 542
VolunteersI 620
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 FY21End FY21
Cash and savingsLn 1–2$544K$422K
InvestmentsLn 11–13$1.3M$1.9M
Land, buildings, equipmentLn 10c$1.9M$1.9M
Total assetsLn 16$3.8M$4.2M
LiabilitiesLn 26$430K$347K
Net assetsLn 32$3.4M$3.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$971K$712K$258K
Other employee benefitsLn 9$66K$66K
Payroll taxesLn 10$69K$50K$20K
Accounting feesLn 11c$30K$30K
Investment management feesLn 11f$10K$10K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$11K$11K
OccupancyLn 16$156K$156K
TravelLn 17$979$979
InterestLn 20$542$542
Depreciation, depletion and amortizationLn 22$136K$136K
InsuranceLn 23$37K$37K
Other expenses (24a–d)Ln 24$87K$72K$15K
All other expensesLn 24e$104K$104K
Total functional expensesLn 25$1.7M$1.3M$317K$15K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.7M$2.4M$333K$4.1M 990 PDF
FY2024 $2.3M$2.1M$145K$3.7M 990 PDF
FY2023 $1.9M$2.0M−$62K$3.6M 990 PDF
FY2022 $1.5M$1.8M−$338K$3.5M 990 PDF
FY2021 Viewing $2.0M$1.7M$292K$3.9M 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 $1,971,855 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $554,239$720,562
I-9 Program service revenuePrior year $950,666$976,591
I-10 Investment incomePrior year −$9,954$274,702
I-11 Other revenue$0
I-12 Total revenuePrior year $1,494,951$1,971,855
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,096,132$1,106,336
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $575,585$573,481
I-18 Total expensesPrior year $1,671,717$1,679,817
I-19 Revenue less expensesPrior year −$176,766$292,038
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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 $1,971,855 across 6 lines filed
Lines not itemized here account for $53,581 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$720,562
VIII-1h Total contributions, gifts and grants$720,562
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $923,010$923,010
VIII-3 Investment incomeExcluded from tax $24,438$24,438
VIII-7 Net gain or loss on sales of assetsRelated to mission $13,308 · Excluded from tax $236,956$250,264
VIII-12 Total revenueRelated to mission $989,899 · Excluded from tax $261,394$1,971,855
Part IX · Statement of functional expenses $1,679,817 across 14 lines filed
IX-7 Other salaries and wagesPrograms $712,305 · Management $258,220$970,525
IX-9 Other employee benefitsPrograms $66,361$66,361
IX-10 Payroll taxesPrograms $49,696 · Management $19,754$69,450
IX-11c Accounting feesManagement $29,812$29,812
IX-11f Investment management feesManagement $9,582$9,582
IX-12 Advertising and promotionPrograms $2,189$2,189
IX-13 Office expensesPrograms $11,148$11,148
IX-16 OccupancyPrograms $156,161$156,161
IX-17 TravelPrograms $979$979
IX-20 InterestPrograms $542$542
IX-22 Depreciation, depletion and amortizationPrograms $135,854$135,854
IX-23 InsurancePrograms $36,828$36,828
IX-24 Other expenses (24a–d)Programs $71,522 · Fundraising $15,076$86,598
IX-24e All other expensesPrograms $103,788$103,788
IX-25 Total functional expensesPrograms $1,347,373 · Management $317,368 · Fundraising $15,076$1,679,817
Part X · Balance sheet $4,229,487 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $263,181$122,663
X-2 Savings and temporary cash investmentsStart of year $280,615$299,627
X-4 Accounts receivableStart of year $56,950$49,431
X-10c Land, buildings and equipment, netStart of year $1,947,352$1,889,729
X-11 Publicly traded securitiesStart of year $1,275,651$1,857,113
X-15 Other assetsStart of year $6,027$10,924
X-16 Total assetsStart of year $3,829,776$4,229,487
X-17 Accounts payable and accrued expensesStart of year $4,516$4,516
X-19 Deferred revenueStart of year $203,804$323,171
X-25 Other liabilitiesStart of year $221,808$19,483
X-26 Total liabilitiesStart of year $430,128$347,170
X-27 Net assets without donor restrictionsStart of year $738,370$962,750
X-28 Net assets with donor restrictionsStart of year $2,661,278$2,919,567
X-32 Total net assets or fund balancesStart of year $3,399,648$3,882,317
X-33 Total liabilities and net assetsStart of year $3,829,776$4,229,487
Part XI · Reconciliation of net assets $3,882,317 net assets at year end
XI-1 Total revenue$1,971,855
XI-2 Total expenses$1,679,817
XI-3 Revenue less expenses$292,038
XI-4 Net assets at start of year$3,399,648
XI-9 Other changes in net assets$190,631
XI-10 Net assets at end of year$3,882,317

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

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