Nonprofit · EIN 83-2220421
LIVE OAK CLASSICAL FOUNDATION
Tax-exempt · WACO, TX 76703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,610,535 | $549,523 | $1,061,012 | $1,519,095 | $0 | $1,519,095 |
| June 30, 2024 | 990 | $227,777 | $989,920 | -$762,143 | $458,083 | $0 | $458,083 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,595,773
- Program service revenue
- $0
- Investment income
- $14,489
- Other revenue
- $273
Expenses
- Grants and similar amounts paid
- $547,801
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $547,801
- Management and general (functional)
- $1,722
Balance sheet and other
- Total assets, start of year
- $458,083
- Total assets, end of year
- $1,519,095
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,519,095
- Net assets without donor restrictions
- $1,519,095
- Gross receipts
- $1,610,535
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- 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 |
|---|---|---|---|
| KIMBERLY LUCAS | SECRETARY Trustee or director | 1 | $0 |
| SCOTT OMO | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG CRENSHAW | MEMBER Trustee or director | 1 | $0 |
| BRANDON HAIRE | MEMBER Trustee or director | 1 | $0 |
| KRISTI HAYES | MEMBER Trustee or director | 1 | $0 |
| ZACK MALDONADO | MEMBER Trustee or director | 1 | $0 |
| SMITH GETTERMAN | PRESIDENT Officer | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY LUCAS | SECRETARY Trustee or director | 1 | $0 |
| SMITH GETTERMAN | PRESIDENT Trustee or director | 1 | $0 |
| SCOTT OMO | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY BURCHETT | DIRECTOR Trustee or director | 1 | $0 |
| BEN LACY | DIRECTOR Trustee or director | 1 | $0 |
| ALISON MOFFATT | HEAD OF SCHOOL Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 647, WACO, TX 76703-0647
- 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
TO GENERATE FUNDS TO SUBSIDIZE AND SUPPORT CAPITAL AND ACADEMIC-ORIENTED PROJECTS OF LIVE OAK CLASSICAL SCHOOL
Program accomplishments
- PROVIDED FUNDING FOR CAPITAL AND ACADEMIC-ORIENTED PROJECTS FOR LIVE OAK CLASSICAL SCHOOLExpenses $547,801 · grants $547,801 · revenue $14,762
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
- 83-2220421
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $1,519,095
- Income (IRS master file)
- $1,610,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,610,535 | $549,523 | $1,519,095 | IRS |
| 990 | June 2024 | $227,777 | $989,920 | $458,083 | IRS |
| 990 | June 2023 | $92,900 | $343,107 | $1,143,227 | IRS |
| 990 | June 2022 | $388,649 | $78,635 | $1,495,726 | IRS |
| 990 | June 2021 | – | – | – | 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 83-2220421).
Questions about LIVE OAK CLASSICAL FOUNDATION
- What is the EIN of LIVE OAK CLASSICAL FOUNDATION?
- The employer identification number (EIN) of LIVE OAK CLASSICAL FOUNDATION is 83-2220421.
- Is LIVE OAK CLASSICAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LIVE OAK CLASSICAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK CLASSICAL FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended June 30, 2025 names BRICE HELTON.
- Who are the officers and directors of LIVE OAK CLASSICAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LIVE OAK CLASSICAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,610,535, expenses of $549,523 and total assets of $1,519,095 at year end.
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All nonprofits in WACO · Texas · Community improvement and capacity building