Nonprofit · EIN 38-3419653
OAK TRAILS SCHOOL INC
Also known as OAK TRAILS SCHOOL
Tax-exempt · ANN ARBOR, MI 48105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $128,142 | $129,768 | -$1,626 | $421,715 | $140,046 | $281,669 |
| June 30, 2024 | 990 | $159,435 | $121,577 | $37,858 | $425,796 | $134,501 | $291,295 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $500
- Program service revenue
- $118,652
- Investment income
- $2,390
- Net rental income
- $6,600
- Other revenue
- $6,600
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $49,347
- Other salaries and wages
- $28,306
- Salaries, compensation and benefits (total)
- $89,643
- Professional fundraising fees
- $0
- Accounting fees
- $951
- Occupancy
- $25,978
- Depreciation
- $3,287
- Program services (functional)
- $128,817
- Management and general (functional)
- $951
Balance sheet and other
- Total assets, start of year
- $425,796
- Total assets, end of year
- $421,715
- Total liabilities, end of year
- $140,046
- Net assets, end of year
- $281,669
- Land, buildings and equipment
- $210,879
- Net assets without donor restrictions
- $281,669
- Gross unrelated business income
- $6,600
- Gross receipts
- $128,142
- Employees
- 5
- Year formed
- 1956
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI KNAB | PRESIDENT Officer | 40 | $48,720 |
| NANETTE GLENCER | SECRETARY Officer | – | $627 |
| JENNA SENDRA | VICE PRESIDE Officer | – | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI KNAB | PRESIDENT Officer | 40 | $47,355 |
| NANETTE GLENCER | SECRETARY Officer | 3 | $5,106 |
| JENNA SENDRA | VICE PRESIDE Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 6727 WARREN RD, ANN ARBOR, MI 48105-9721
- In care of
- % HEIDI KNAB
- Principal officer (990 for 2024)
- HEIDI KNAB, 6727 WARREN ROAD, ANN ARBOR, MI 48105
- Signed the 990
- HEIDI KNAB, PRESIDENT
- Phone
- (734) 662-8016
- Website
- WWW.OAKTRAILS.ORG
- Return prepared by
- SPA ASSOCIATES LLC
Mission
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.
Program accomplishments
- 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.Expenses $76,154 · revenue $118,652
- 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 KINDERGARTEN THROUGH SIX GRADE LEVEL.Expenses $52,663
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3419653
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $421,715
- Income (IRS master file)
- $128,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $128,142 | $129,768 | $421,715 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $159,435 | $121,577 | $425,796 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $175,356 | $112,606 | $394,691 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3419653).
Questions about OAK TRAILS SCHOOL INC
- What is the EIN of OAK TRAILS SCHOOL INC?
- The employer identification number (EIN) of OAK TRAILS SCHOOL INC is 38-3419653.
- Is OAK TRAILS SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to OAK TRAILS SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK TRAILS SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAK TRAILS SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK TRAILS SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OAK TRAILS SCHOOL INC?
- The 990 for the year ended June 30, 2025 names HEIDI KNAB.
- Who are the officers and directors of OAK TRAILS SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $48,720 (HEIDI KNAB, PRESIDENT).
- How much revenue does OAK TRAILS SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $128,142, expenses of $129,768 and total assets of $421,715 at year end.
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