Nonprofit · EIN 81-1174136
LIVE OAK CLASSICAL PROPERTIES
Tax-exempt · WACO, TX 76703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $721,481 | $303,725 | $417,756 | $12,531,288 | $4,828,640 | $7,702,648 |
| June 30, 2024 | 990 | $556,760 | $318,836 | $237,924 | $12,557,382 | $779,327 | $11,778,055 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $538,243
- Program service revenue
- $0
- Investment income
- $0
- Net rental income
- $183,238
- Other revenue
- $183,238
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $303,682
- Program services (functional)
- $303,682
- Management and general (functional)
- $43
Balance sheet and other
- Total assets, start of year
- $12,557,382
- Total assets, end of year
- $12,531,288
- Total liabilities, end of year
- $4,828,640
- Net assets, end of year
- $7,702,648
- Land, buildings and equipment
- $12,526,471
- Net assets without donor restrictions
- $7,702,648
- Gross receipts
- $878,883
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALISON MOFFATT | FORMER PRESIDENT Officer | 1 | $0 | $125,564 | $7,234 |
| DONNA ZEMANEK | FORMER DIRECTOR OF FINANCE Officer | 1 | $0 | $73,168 | $0 |
| SARAH PEARSALL | DIRECTOR OF FINANCE Officer | 1 | $0 | $48,858 | $0 |
| SCOTT OMO | BOARD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| CALLIE SHRANK | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| COLT KELLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT OMO | BOARD CHAIR Trustee or director | 1 | $0 |
| CALLIE SHRANK | SECRETARY Trustee or director | 1 | $0 |
| COLT KELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| ALISON MOFFATT | PRESIDENT Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 647, WACO, TX 76703-0647
- In care of
- % LIVE OAK CLASSICAL SCHOOL
- Mailing address (990-N for 2016)
- 420 S 5th Street, Waco TX 76706
- Principal officer (990 for 2024)
- BRICE HELTON, PO BOX 647, WACO, TX 76703
- Principal officer (990-N for 2016)
- Sheryl Groppe CFO, 420 S 5th Street, Waco TX 76706
- Signed the 990
- BRICE HELTON, HEAD OF SCHOOL
- Phone
- (254) 714-1007
- Return prepared by
- JRBT PC
Mission
TO HOLD TITLE TO REAL PROPERTY FOR THE USE OF LIVE OAK CLASSICAL SCHOOL
Program accomplishments
- TO SERVE AS A TITLE HOLDING ORGANIZATION FOR LIVE OAK CLASSICAL SCHOOL. THE ORGANIZATION WILL COLLECT RENTAL INCOME FROM LIVE OAK CLASSICAL SCHOOL, REMIT PAYMENTS TO LENDERS ON REAL PROPERTY NOTES, AND TURN OVER THE INCOME LESS EXPENSES TO LIVE OAK CLASSICAL SCHOOLExpenses $303,682 · revenue $183,238
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
- 81-1174136
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S47)
- Assets (IRS master file)
- $12,531,288
- Income (IRS master file)
- $878,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $721,481 | $303,725 | $12,531,288 | IRS |
| 990 | June 2024 | $556,760 | $318,836 | $12,557,382 | IRS |
| 990 | June 2023 | $556,760 | $307,692 | $12,723,771 | IRS |
| 990 | June 2022 | $443,394 | $484,213 | $12,327,411 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Sheryl Groppe CFO | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 PROPERTIES
- What is the EIN of LIVE OAK CLASSICAL PROPERTIES?
- The employer identification number (EIN) of LIVE OAK CLASSICAL PROPERTIES is 81-1174136.
- Is LIVE OAK CLASSICAL PROPERTIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2016.
- Are donations to LIVE OAK CLASSICAL PROPERTIES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LIVE OAK CLASSICAL PROPERTIES 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 PROPERTIES 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 PROPERTIES 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 PROPERTIES?
- The 990 for the year ended June 30, 2025 names BRICE HELTON.
- Who are the officers and directors of LIVE OAK CLASSICAL PROPERTIES?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LIVE OAK CLASSICAL PROPERTIES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $721,481, expenses of $303,725 and total assets of $12,531,288 at year end.
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- WACO TOURISM PUBLIC IMPROVEMENT DISTRICT CORPORATION EIN 85-3422483 · last filed 990 for 2025
- LIVE OAK CLASSICAL FOUNDATION EIN 83-2220421 · last filed 990 for 2025
- TALITHA KOUM INSTITUTE EIN 75-2849153 · last filed 990 for 2024
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- COMPASSION MINISTRIES OF WACO INC EIN 74-2698244 · last filed 990 for 2024
All nonprofits in WACO · Texas · Community improvement and capacity building