2021-05-13T16:37:27-05:00 2020-06-30 363168081 SIKICH LLP 274 WHITE POND DRIVE AKRON OH 443201118 990 2019-07-01 340737805 OLD TRAIL SCHOOL OLDT 3306661118 PO BOX 827 BATH OH 442100827 SARAH JOHNSTON HEAD OF SCHOOL 3306661118 2021-05-13 1 JILL M BOYLE CPA P01246734 3308646661 2021-05-10 2019 2022-09-23 18:48:47Z SARAH JOHNSTON PO BOX 827 BATH OH 442100827 11848319 0 X WWW.OLDTRAIL.ORG X 1932 OH TO PROVIDE EDUCATION FOR EARLY CHILDHOOD THROUGH EIGHTH GRADE CHILDREN. 25 25 174 50 0 0 1669170 1621487 9738284 8676012 8495 6974 350870 231113 11766819 10535586 1573142 1367560 0 0 6773395 6530352 0 0 247384 3217383 2594150 11563920 10492062 202899 43524 22995392 24541889 2064718 3707867 20930674 20834022 X OLD TRAIL SCHOOL IS A VIBRANT EDUCATIONAL COMMUNITY FOCUSED ON ACADEMIC EXCELLENCE. WE DEVELOP INTELLECTUALLY CURIOUS, INDEPENDENT THINKING STUDENTS WHO EMERGE WITH A PASSION FOR DISCOVERY, CRITICAL THINKING AND COLLABORATIVE LEARNING. OUR GRADUATES ARE WELL PREPARED TO BECOME RESPONSIBLE GLOBAL CITIZENS WHO ACHIEVE IN HIGH SCHOOL, COLLEGE AND LIFE. 0 0 7750912 1367560 8850330 OLD TRAIL SCHOOL IS DEDICATED TO EDUCATING BOYS AND GIRLS BY DEVELOPING A STRONG ACADEMIC FOUNDATION, A RESPECT FOR THEMSELVES AND OTHERS, AND A LOVE OF LEARNING. SERVED 434 STUDENTS IN EARLY CHILDHOOD THROUGH GRADE EIGHT. 7750912 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 29 0 174 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X MEETA NOSRATI CFO 3306661118 2315 IRA ROAD BATH OH 44210 SARAH JOHNSTON HEAD OF SCHOOL 40.00 0.50 X 270820 0 26182 W JOSEPH VOGEL ASST HEAD OF SCHOOL 40.00 X 144640 0 22782 DAVID CHOTTINER INTERMEDIATE/MIDDLE SCHOOL 40.00 X 119838 0 19468 MEETA NOSRATI CFO 40.00 0.50 X 112920 0 20445 MISSY MCGINNES PRESIDENT 0.50 X X 0 0 0 WILLIAM LOCKWOOD VICE PRESIDENT 0.50 X X 0 0 0 LYNN SWOOPE SECRETARY 0.50 X X 0 0 0 CARL BLICKLE TREASURER 0.50 X X 0 0 0 BRAD BOWERS TRUSTEE 0.50 X 0 0 0 BRIAN CASSADY TRUSTEE 0.50 X 0 0 0 JENNIFER CALDWELL TRUSTEE 0.50 X 0 0 0 THOMAS EATON III TRUSTEE 0.50 X 0 0 0 PETER FARAH TRUSTEE 0.50 0.50 X 0 0 0 GAVIN DOMM TRUSTEE 0.50 X 0 0 0 RONALD HARRINGTON TRUSTEE 0.50 X 0 0 0 WILLARD HOLLAND TRUSTEE 0.50 X 0 0 0 SUZANNE KINNEY TRUSTEE 0.50 X 0 0 0 ERIN LANDERS TRUSTEE 0.50 0.50 X 0 0 0 ANDREA LIGHT TRUSTEE 0.50 X 0 0 0 HOLLY LITTLE TRUSTEE 0.50 X 0 0 0 THOMAS MANDEL TRUSTEE 0.50 X 0 0 0 PRIYA MASEELALL TRUSTEE 0.50 X 0 0 0 ED NEWMAN TRUSTEE 0.50 X 0 0 0 MARIANNE PARKINSON TRUSTEE 0.50 X 0 0 0 JILL PENROSE TRUSTEE 0.50 X 0 0 0 ROBERT SUTTON TRUSTEE 0.50 X 0 0 0 CHIP PRESTON TRUSTEE 0.50 X 0 0 0 NANCY RHINEHART TRUSTEE 0.50 0.50 X 0 0 0 THOMAS MERRYWEATHER TRUSTEE 0.50 X 0 0 0 648218 0 88877 4 0 1 0 JANOTTA AND HERNER 309 MONROE STREET MONROEVILLE OH 44847 CONSTRUCTION CONTRACTOR 342675 METZ CULINARY MANAGEMENT TWO WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE 208812 AVI FOODSYSTEMS INC 2560 ELM ROAD NE WARREN OH 44483 FOOD SERVICE 160074 KATHERINE HOWARD 85 CHADBOURNE DR HUDSON OH 44236 PSYCHOLOGIST 113982 4 52410 363392 318725 886960 1621487 TUITION 611600 8085926 8085926 SUMMER AND OTHER PROGRAMS 611600 319596 319596 LUNCH ROOM 722210 215407 215407 TRANSPORTATION 480000 55083 55083 8676012 7008 7008 34813 7610 27203 27203 27203 1256466 1256500 -34 -34 -34 78215 52410 48623 29592 29592 MISCELLANEOUS FEES AND CHARGES 900099 147057 147057 STATE REIMBURSEMENT 900099 27261 27261 174318 10535586 8850330 0 63769 1367560 1367560 420803 55728 309347 55728 4791078 3545390 1137879 107809 232799 149235 79949 3615 735144 544585 185273 5286 350528 243060 97174 10294 64991 64991 202705 154097 48608 444030 435772 8258 186482 91405 79361 15716 104153 92707 11446 18438 18438 776297 613764 162533 98913 98913 FIELDTRIPS/EXTENDED PRO 270049 270049 REPAIRS, MAINTENANCE, L 225425 225425 OTHER EXPENSES 110849 59345 51504 PROFESSIONAL DEVELOPMEN 62085 32946 28811 328 29733 23941 5792 10492062 7750912 2493766 247384 100 100 233669 1514525 325992 274492 213931 47960 116138 196161 27194199 13809260 13016173 13384939 33210 235242 9056179 8888470 22995392 24541889 587667 1079071 1287450 1477051 1341346 2064718 3707867 X 11395756 11763534 9534918 9070488 20930674 20834022 22995392 24541889 X 43524 -49 -140127 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8634881 30609 180260 363392 8482358 8550903 15198 428173 359393 8634881 7890096 456544 556875 352612 8550903 7371654 30504 899720 355533 56249 7890096 7995825 137095 -275743 353000 132523 7371654 0.61920 0.38080 0 1 1 535971 535971 19417899 9361880 10056019 1150077 977687 172390 3214599 2560785 653814 2875653 908908 1966745 13384939 BENEFICIAL INTEREST IN PERPETUAL TRUST 257342 INTEREST IN NET ASSETS OF THE OLD TRAIL SCHOOL FOUNDATION 8631128 8888470 UNEARNED TUITION, LUNCH AND FEE REVENUE 1043728 OBLIGATION UNDER CAPITAL LEASE 297618 1341346 X 9035460 -49 -132517 -132566 9168026 1367560 1367560 10535586 9132112 7610 7610 9124502 1367560 1367560 10492062 PART V, LINE 4: THE ENDOWMENT IS EXCLUSIVELY FOR THE BENEFIT OF OLD TRAIL SCHOOL. PART X, LINE 2: INCOME TAXES: THE SCHOOL AND FOUNDATION ARE NONPROFIT ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3). THEREFORE, NO PROVISIONS FOR FEDERAL AND STATE INCOME TAXES HAVE BEEN RECORDED IN THE STATEMENTS. THE SCHOOL AND FOUNDATION ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET INTEREST IN NET ASSETS OF THE FOUNDATION -152,412. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 12,285. RENTAL EXPENSES 7,610. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,367,560. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 7,610. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,367,560. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 OLD TRAIL SCHOOL'S NONDISCRIMINATION POLICY IS FOR ADMISSION AND EMPLOYMENT AND IS PUBLICIZED ON THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES STATE FUNDING FOR REQUIRED ADMINISTRATIVE TASKS AND FOR THE SCHOOL'S TAX EXEMPT PURPOSE OF PROVIDING EDUCATION. AUCTION 130625 52410 78215 800 10310 29471 4300 3742 130625 52410 78215 800 10310 29471 4300 3742 48623 29592 1 FINANCIAL AID AND TUITION REMISSION 157 1367560 PART I, LINE 2: FINANCIAL AID AND TUITION REMISSION ARE MONITORED THROUGH ATTENDANCE AT THE SCHOOL TO ENSURE THAT THESE FUNDS ARE USED TO ACCOMPLISH THE SCHOOL'S EXEMPT PURPOSE OF PROVIDING EDUCATION. X X X X X X 0 0 0 0 0 0 0 0 0 SARAH JOHNSTON HEAD OF SCHOOL 213795 0 0 0 57025 0 10690 0 15492 0 297002 0 0 0 W JOSEPH VOGEL ASST HEAD OF SCHOOL 144640 0 0 0 0 0 7290 0 15492 0 167422 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS POSTED ON THE OLD TRAIL SCHOOL WEBSITE UNDER A RESTRICTED PORTAL FOR BOARD MEMBERS. THE TRUSTEES ARE THEN INSTRUCTED TO VISIT THE PORTAL, REVIEW THE 990 AND BY USING EMAIL VOTE TO ACCEPT OR REJECT THE 990 AS PREPARED. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE ASKED TO SIGN NEW CONFLICT OF INTEREST POLICY STATEMENTS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN CONSULTATION WITH INDEPENDENT CONSULTANTS. OTHER ADMINISTRATIVE SALARIES ARE REVIEWED BY THE HEAD OF SCHOOL AND COMPARED WITH SURVEY DATA WITHIN THE INDEPENDENT SCHOOL COMMUNITY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN IN NET INTEREST IN NET ASSETS OF THE FOUNDATION -152,412. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 12,285. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. OLD TRAIL SCHOOL FOUNDATION PO BOX 827 BATH OH 44210 341664787 TO SUPPORT OLD TRAIL SCHOOL OH 501(C)3 LINE 12A, I OLD TRAIL SCHOOL 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 OLD TRAIL SCHOOL FOUNDATION C 363392 CASH