Nonprofit · EIN 77-0616274
LIVE OAK CLASSICAL SCHOOL INC
Tax-exempt · WACO, TX 76706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,902,751 | $6,769,897 | $132,854 | $1,449,671 | $1,650,348 | -$200,677 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $550,978
- Program service revenue
- $6,118,886
- Investment income
- $3,428
- Net rental income
- $1,250
- Net income from fundraising events
- $102,135
- Net income from sales of inventory
- $62,080
- Other revenue
- $229,459
Expenses
- Grants and similar amounts paid
- $588,097
- Compensation of officers, directors and key employees
- $350,219
- Other salaries and wages
- $3,166,057
- Salaries, compensation and benefits (total)
- $3,863,508
- Professional fundraising fees
- $0
- Legal fees
- $96,381
- Accounting fees
- $96,381
- Occupancy
- $368,140
- Depreciation
- $18,220
- Program services (functional)
- $4,612,305
- Management and general (functional)
- $2,135,934
- Fundraising (functional)
- $21,658
Balance sheet and other
- Total assets, start of year
- $1,134,588
- Total assets, end of year
- $1,449,671
- Total liabilities, end of year
- $1,650,348
- Net assets, end of year
- -$200,677
- Land, buildings and equipment
- $88,786
- Net assets without donor restrictions
- -$200,677
- Gross receipts
- $6,956,784
- Employees
- 133
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- TX
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 |
|---|---|---|---|---|
| ALISON MOFFAT | FORMER HEAD OF SCHOOL, NON-VOTING Officer | 40 | $125,564 | $7,234 |
| BRICE HELTON | INCOMING HEAD OF SCHOOL Officer | 40 | $83,481 | $11,914 |
| DONNA ZEMANEK | FORMER DIRECTOR OF FINANCE Officer | 40 | $73,168 | $0 |
| SARAH PEARSALL | DIRECTOR OF FINANCE Officer | 40 | $48,858 | $0 |
| GRANT COBURN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISSA ISHIO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALLIE SHRANK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOEY CARONA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ZACH DEPEW | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACQUELINE HEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ENDYIA STERNS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALTA VANN | VICE-PRESIDENT Officer | 5 | $0 | $0 |
| PAUL BARBIERI | PRESIDENT Officer | 1 | $0 | $0 |
| LANISSA WILLIS | TREASURER Officer | 1 | $0 | $0 |
| NICKI WILSON | SECRETARY Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 S 4TH ST, WACO, TX 76706-1028
- In care of
- % ALISON MOFFATT
- Principal officer (990 for 2024)
- BRICE HELTON, PO BOX 647, WACO, TX 76703
- Signed the 990
- BRICE HELTON, HEAD OF SCHOOL
- Phone
- (254) 714-1007
- Return prepared by
- JRBT PC
Mission
LIVE OAK CLASSICAL SCHOOL STRIVES TO EQUIP STUDENTS TO LOVE GOD WITH ALL THEIR HEARTS, SOULS, AND MINDS. WE DRAW ON THE CLASSICAL TOOLS OF LEARNING TO PREPARE STUDENTS TO REASON CLEARLY, COMMUNICATE EFFECTIVELY, & ACT RESPONSIBLY IN THE WORLD, ALL FOR THE GLORY OF GOD.
Program accomplishments
- TO PROVIDE A CHRISTIAN AND CLASSICAL EDUCATION FOR CHILDREN IN GRADES K THROUGH 12. DURING THE YEAR ENDED JUNE 30, 2025, THE SCHOOL PROVIDED EDUCATION FOR 491 STUDENTSExpenses $4,612,305 · grants $588,097 · revenue $6,246,210
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
- 77-0616274
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $1,449,671
- Income (IRS master file)
- $6,956,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,310,095 | $5,894,013 | $1,107,848 | IRS |
| 990 | June 2022 | $4,931,132 | $5,078,069 | $1,708,715 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LIVE OAK CLASSICAL SCHOOL INC
- What is the EIN of LIVE OAK CLASSICAL SCHOOL INC?
- The employer identification number (EIN) of LIVE OAK CLASSICAL SCHOOL INC is 77-0616274.
- Is LIVE OAK CLASSICAL SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LIVE OAK CLASSICAL SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK CLASSICAL 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 LIVE OAK CLASSICAL 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 LIVE OAK CLASSICAL 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 LIVE OAK CLASSICAL SCHOOL INC?
- The 990 for the year ended June 30, 2025 names BRICE HELTON.
- Who are the officers and directors of LIVE OAK CLASSICAL SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 4 received compensation from the organization, the highest $125,564 (ALISON MOFFAT, FORMER HEAD OF SCHOOL, NON-VOTING).
- How much revenue does LIVE OAK CLASSICAL SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,902,751, expenses of $6,769,897 and total assets of $1,449,671 at year end.
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