Nonprofit · EIN 56-1938898
OAKWOOD SCHOOL
Tax-exempt · GREENVILLE, NC 27834
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,307,123 | $6,121,347 | $1,185,776 | $10,683,678 | $3,994,998 | $6,688,680 |
| June 30, 2024 | 990 | $6,544,822 | $5,310,311 | $1,234,511 | $9,148,486 | $3,740,879 | $5,407,607 |
| June 30, 2023 | 990 | $4,941,807 | $4,721,911 | $219,896 | $7,300,029 | $3,265,812 | $4,034,217 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,167,673
- Program service revenue
- $5,911,173
- Investment income
- $212,994
- Net income from fundraising events
- -$21,286
- Other revenue
- $15,283
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $220,277
- Other salaries and wages
- $3,152,532
- Salaries, compensation and benefits (total)
- $4,081,698
- Professional fundraising fees
- $0
- Occupancy
- $458,300
- Depreciation
- $334,884
- Program services (functional)
- $4,913,922
- Management and general (functional)
- $1,035,466
- Fundraising (functional)
- $171,959
Balance sheet and other
- Total assets, start of year
- $9,148,486
- Total assets, end of year
- $10,683,678
- Total liabilities, end of year
- $3,994,998
- Net assets, end of year
- $6,688,680
- Land, buildings and equipment
- $6,716,440
- Publicly traded securities
- $1,547,500
- Net assets without donor restrictions
- $4,189,774
- Net assets with donor restrictions
- $2,498,906
- Gross receipts
- $7,381,168
- Employees
- 125
- Volunteers
- 65
- Year formed
- 1995
- State of legal domicile
- NC
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 | Other / benefits |
|---|---|---|---|---|
| Dan Quesnel | Head of School Trustee or director, Officer | 40 | $208,206 | $12,071 |
| Jeff Longshore | President Trustee or director, Officer | 30 | $0 | $0 |
| Kristel McLawhorn | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| Brandon Tate | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| David Fairbrother | Board Member Trustee or director | 4 | $0 | $0 |
| Jenny Oliverio | Board Member Trustee or director | 4 | $0 | $0 |
| Rachel Speicher | Board Member Trustee or director | 4 | $0 | $0 |
| Bill Baysden | Board Member Trustee or director | 4 | $0 | $0 |
| Aaron Danison | Board Member Trustee or director | 4 | $0 | $0 |
| Ashley Eatmon | Board Member Trustee or director | 4 | $0 | $0 |
| Lynne Garrison | Board Member Trustee or director | 4 | $0 | $0 |
| Jimmy Hite | Board Member Trustee or director | 4 | $0 | $0 |
| Marc Hustvedt | Board Member Trustee or director | 4 | $0 | $0 |
| Kenji Leonard | Board Member Trustee or director | 4 | $0 | $0 |
| Trey Sloan | Board Member Trustee or director | 4 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sue Ann Forrest Swift | Board Member Trustee or director | 4 | $0 |
| Carl Turner | Board Member Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Quesnel | Head Of School Officer | 40 | $197,921 |
| Aaron Denison | Trustee Trustee or director | 4 | $0 |
| Sue Ann Forrest Swift | Trustee Trustee or director | 4 | $0 |
| Sterling Edmonds | Trustee Trustee or director | 4 | $0 |
| David Fairbrother | Trustee Trustee or director | 4 | $0 |
| Jeff Longshore | President Trustee or director, Officer | 30 | $0 |
| Kristel McLawhorn | Vice President Trustee or director, Officer | 10 | $0 |
| Tamara Shusterman | Trustee Trustee or director | 4 | $0 |
| Lynne Garrison | Trustee Trustee or director | 4 | $0 |
| Linda Roberson | Trustee Trustee or director | 4 | $0 |
| Scott Barker | Trustee Trustee or director | 4 | $0 |
| Marc Hustvedt | Trustee Trustee or director | 4 | $0 |
| Allen Sicley | Trustee Trustee or director | 4 | $0 |
| Brandon Tate | Treasurer Trustee or director, Officer | 10 | $0 |
| Kenji Leonard | Trustee Trustee or director | 4 | $0 |
| Jimmy Hite | Trustee Trustee or director | 4 | $0 |
| Trey Sloan | Trustee Trustee or director | 4 | $0 |
| Ashley Eatmon | Trustee Trustee or director | 4 | $0 |
| Jenny Oliverio | Trustee Trustee or director | 4 | $0 |
| Rachel Speicher | Trustee Trustee or director | 4 | $0 |
| Carl Turner | Trustee Trustee or director | 4 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dan Quesnel | Head Of School Officer | 40 | $171,041 | $23,281 |
| Sangita Tewari | Trustee Trustee or director | 4 | $0 | $0 |
| Sue Ann Forrest | Trustee Trustee or director | 4 | $0 | $0 |
| Sterling Edmonds | Trustee Trustee or director | 4 | $0 | $0 |
| Jennifer Youngs | Trustee Trustee or director | 4 | $0 | $0 |
| Jeff Longshore | President Trustee or director, Officer | 30 | $0 | $0 |
| Kristel McLawhorn | Trustee Trustee or director | 4 | $0 | $0 |
| Nick Pantelidis | Trustee Trustee or director | 4 | $0 | $0 |
| Linda Roberson | Trustee Trustee or director | 4 | $0 | $0 |
| Scott Barker | Trustee Trustee or director | 4 | $0 | $0 |
| Ira Adler | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| Brandon Tate | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| Linda Kean | Trustee Trustee or director | 4 | $0 | $0 |
| Jimmy Hite | Trustee Trustee or director | 4 | $0 | $0 |
| Ashley Eatmon | Trustee Trustee or director | 4 | $0 | $0 |
| Alysa Aarup | Trustee Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4000 MACGREGOR DOWNS RD, GREENVILLE, NC 27834-7413
- Signed the 990
- Brandon Tate, Treasurer
- Phone
- (252) 931-0760
- Website
- TheOakWoodSchool.org
- Return prepared by
- Foard and Company PA
Mission
The Oakwood School seeks to instill in its students the strength of character, the creativity, and the wisdom to make a difference in the world.
Program accomplishments
- The Oakwood School has been consistently recognized as a leading educational institution in the region for the past three years, both among public and private schools. It boasts a diverse student body consisting of more than 20 nationalities and maintains a highly competitive athletic program with 25 teams. Additionally, the school offers comprehensive STEAM courses for students from pre-kindergarten to grade 12, facilitated by a low student-to-teacher ratio of 8:1. The school also has a strong Fine Arts program and a 1:1 connected campus, providing students with seamless access to technology. Above all, The Oakwood School provides its students with unparalleled college readiness, ensuring 100% preparation for admission and acceptance.Expenses $4,913,922
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
- 56-1938898
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $10,683,678
- Income (IRS master file)
- $7,381,168
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,307,123 | $6,121,347 | $10,683,678 | IRS |
| 990 | June 2024 | $6,544,822 | $5,310,311 | $9,148,486 | XML |
| 990 | June 2023 | $4,941,807 | $4,721,911 | $7,300,029 | XML |
| 990 | June 2022 | $5,195,308 | $4,437,895 | $6,981,167 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 56-1938898).
Questions about OAKWOOD SCHOOL
- What is the EIN of OAKWOOD SCHOOL?
- The employer identification number (EIN) of OAKWOOD SCHOOL is 56-1938898.
- Is OAKWOOD SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to OAKWOOD SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKWOOD SCHOOL 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 OAKWOOD SCHOOL 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 OAKWOOD SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of OAKWOOD SCHOOL?
- The 990 for the year ended June 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $208,206 (Dan Quesnel, Head of School).
- How much revenue does OAKWOOD SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,307,123, expenses of $6,121,347 and total assets of $10,683,678 at year end.
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