2020-05-04T15:00:09-05:00 2019-06-30 363168081 SIKICH LLP 274 WHITE POND DRIVE AKRON OH 443201118 990 2018-07-01 340737805 OLD TRAIL SCHOOL OLDT 3306661118 PO BOX 827 BATH OH 442100827 SARAH JOHNSTON HEAD OF SCHOOL 3306661118 2020-05-01 1 JILL M BOYLE CPA P01246734 3308646661 2020-05-01 65.30.170.64 2020-05-01 10:21:23 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D845358BABF1F13643AFD2AEE4BA53C7EABFA55A 2018 2020-11-19 02:30:22Z SARAH JOHNSTON PO BOX 827 BATH OH 442100827 11816383 0 X WWW.OLDTRAIL.ORG X 1932 OH TO PROVIDE EDUCATION FOR EARLY CHILDHOOD THROUGH EIGHTH GRADE CHILDREN. 25 25 185 100 0 0 1472994 1669170 10053166 9738284 3915 8495 339474 350870 11869549 11766819 2035346 1573142 0 0 7208326 6773395 0 0 317748 3549418 3217383 12793090 11563920 -923541 202899 23015576 22995392 2366682 2064718 20648894 20930674 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 8727319 1573142 10035760 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 489 STUDENTS IN GRADES TODDLER-ADULT THROUGH GRADE EIGHT. 8727319 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 28 0 185 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 CARL BLICKLE TREASURER 0.50 X X 0 0 0 WILLIAM LOCKWOOD VICE PRESIDENT 0.50 X X 0 0 0 MISSY MCGINNES PRESIDENT 0.50 X X 0 0 0 LYNN SWOOPE SECRETARY 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 THOMAS EATON III TRUSTEE 0.50 X 0 0 0 PETER FARAH TRUSTEE 0.50 X 0 0 0 ANDREW HARDING TRUSTEE 0.50 0.50 X 0 0 0 WILLARD HOLLAND TRUSTEE 0.50 X 0 0 0 SUZANNE KINNEY TRUSTEE 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 0.50 X 0 0 0 BEN MATHEWS TRUSTEE 0.50 X 0 0 0 ED NEWMAN TRUSTEE 0.50 X 0 0 0 MEREDITH ONDAK 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 CHIP PRESTON TRUSTEE 0.50 X 0 0 0 NANCY RHINEHART TRUSTEE 0.50 X 0 0 0 CATHY STEPHENS TRUSTEE 0.50 X 0 0 0 ROBERT SUTTON TRUSTEE 0.50 X 0 0 0 LUCINDA WEISS TRUSTEE 0.50 0.50 X 0 0 0 THOMAS MERRYWEATHER TRUSTEE 0.50 X 0 0 0 SARAH JOHNSTON HEAD OF SCHOOL 40.00 0.50 X 227157 0 51063 DAVID CHOTTINER INTERMEDIATE/MIDDLE SCHOOL DIRECTOR 40.00 X 117043 0 16596 MEETA NOSRATI CFO 40.00 0.50 X 108850 0 20092 LUANN WILLIAMS PRIMARY SCHOOL DIRECTOR 40.00 X 108106 0 19904 561156 0 107655 4 0 1 0 METZ CULINARY MANAGEMENT TWO WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE 351476 TEMPERATURE CONTROL PO BOX 7665 AKRON OH 44306 HVAC SERVICE 338305 KATHERINE HOWARD 85 CHADBOURNE DR HUDSON OH 44236 PSYCHOLOGIST 104013 3 107663 359393 348027 854087 18974 1669170 TUITION 611600 8688829 8688829 SUMMER AND OTHER PROGRAMS 611600 661217 661217 LUNCH ROOM 722210 294104 294104 TRANSPORTATION 480000 94134 94134 9738284 8095 8095 54102 13622 40480 40480 40480 400 0 400 400 400 48856 107663 35942 12914 12914 STATE REIMBURSEMENT 900099 167265 167265 MISCELLANEOUS FEES AND CHARGES 900099 130211 130211 297476 11766819 10035760 0 61889 1573142 1573142 415316 54980 305356 54980 4866116 3593697 1144983 127436 223214 146481 70630 6103 876013 671263 201788 2962 392736 281464 99121 12151 51845 51845 628018 568832 9249 49937 199117 110878 73820 14419 173304 159937 13367 20055 20055 785104 620057 165047 97863 97863 FIELDTRIPS/EXTENDED PRO 570934 570934 OTHER EXPENSES 340872 78316 214760 47796 REPAIRS, MAINTENANCE, L 241624 241624 PROFESSIONAL DEVELOPMEN 83571 33391 48216 1964 25076 22323 2753 11563920 8727319 2518853 317748 1454 100 326856 233669 145371 325992 62257 213931 125180 116138 26049136 13032963 13346399 13016173 15750 33210 8992309 9056179 23015576 22995392 652546 587667 1714136 1477051 2366682 2064718 X 11549415 11395756 3594388 0 5505091 9534918 20648894 20930674 23015576 22995392 X 202899 1014 77867 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8550903 15198 428173 359393 8634881 7890096 456544 556875 352612 8550903 7371654 30504 899720 355533 56249 7890096 7995825 137095 -275743 353000 132523 7371654 8475935 30029 118861 629000 7995825 0.60750 0.39250 0 1 1 535971 535971 19374945 8856313 10518632 1150077 936588 213489 3060194 2395819 664375 1927949 844243 1083706 13016173 OTHER RECEIVABLES 11581 BENEFICIAL INTEREST IN PERPETUAL TRUST 261057 INTEREST IN NET ASSETS OF THE OLD TRAIL SCHOOL FOUNDATION 8783541 9056179 UNEARNED TUITION, LUNCH AND FEE REVENUE 1133499 OBLIGATION UNDER CAPITAL LEASE 343552 1477051 X 10286180 1014 91489 92503 10193677 1573142 1573142 11766819 10004400 13622 13622 9990778 1573142 1573142 11563920 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 85,527. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -7,660. RENTAL EXPENSES 13,622. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,573,142. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 13,622. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,573,142. 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 156519 107663 48856 700 2818 17971 3900 10553 156519 107663 48856 700 2818 17971 3900 10553 35942 12914 1 FINANCIAL AID AND TUITION REMISSION 170 1573142 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 227157 0 0 0 0 0 25237 0 25826 0 278220 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 85,527. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -7,660. 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 359393 CASH