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Nonprofiteer
← POST OAK SCHOOL

Form 990 for tax year 2023

Filed by POST OAK SCHOOL.

Totals

Total revenue
$16,962,647
Total expenses
$16,219,613
Contributions and grants received
$1,550,728
Grants paid
$1,375,317
Program service revenue
$15,127,064
Investment income
$381,240
Other revenue
-$96,385
Total assets, end of year
$35,791,780
Total liabilities, end of year
$13,030,918
Net assets or fund balances, end of year
$22,760,862
Program services expenses (Part IX)
$13,585,298
Management and general expenses
$2,137,431
Fundraising expenses
$496,884
Program service expenses (Part III)
$13,585,298

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $928,755

  • 1f · All other contributions, gifts and grants

    $621,973

  • 2a · Program service revenue: Tuition and fees

    total $14,695,868 · related or exempt $14,695,868

  • 2b · Program service revenue: Tuition summer/ext day

    total $404,803 · related or exempt $404,803

  • 2c · Program service revenue: School events

    total $26,393 · related or exempt $26,393

  • 3 · Investment income

    total $381,240 · excluded $381,240

  • 8a · Fundraising events: gross income

    $71,145

  • 8a · Fundraising events: contributions included on line 1c

    $928,755

  • 8b · Fundraising events: direct expenses

    $167,530

  • 8c · Net income from fundraising events

    total -$96,385 · excluded -$96,385

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,375,317 · program services $1,375,317

  • 5 · Compensation of officers, directors and key employees

    total $631,960 · program services $229,268 · management and general $296,945 · fundraising $105,747

  • 7 · Other salaries and wages

    total $7,417,781 · program services $6,151,971 · management and general $1,113,316 · fundraising $152,494

  • 8 · Pension plan contributions

    total $339,605 · program services $300,804 · management and general $37,844 · fundraising $957

  • 9 · Other employee benefits

    total $1,014,938 · program services $808,389 · management and general $175,192 · fundraising $31,357

  • 10 · Payroll taxes

    total $578,528 · program services $460,793 · management and general $99,861 · fundraising $17,874

  • 11b · Fees: legal

    total $13,732 · management and general $13,732

  • 11c · Fees: accounting

    total $51,207 · management and general $51,207

  • 11g · Fees: other

    total $180,155 · program services $109,959 · management and general $68,334 · fundraising $1,862

  • 13 · Office expenses

    total $312,496 · program services $91,054 · management and general $99,554 · fundraising $121,888

  • 14 · Information technology

    total $319,867 · program services $269,707 · management and general $42,545 · fundraising $7,615

  • 16 · Occupancy

    total $1,017,612 · program services $995,392 · management and general $19,656 · fundraising $2,564

  • 19 · Conferences, conventions and meetings

    total $344,270 · program services $274,822 · management and general $64,151 · fundraising $5,297

  • 20 · Interest

    total $288,870 · program services $288,870

  • 22 · Depreciation, depletion and amortization

    total $937,488 · program services $924,084 · management and general $11,857 · fundraising $1,547

  • 23 · Insurance

    total $306,911 · program services $292,976 · management and general $12,339 · fundraising $1,596

  • 24a · Other expenses: Education supplies

    total $932,224 · program services $932,224

  • 24b · Other expenses: Dues and subscriptions

    total $50,320 · program services $39,458 · management and general $8,003 · fundraising $2,859

  • 24c · Other expenses: Fundraising expenses

    total $43,227 · fundraising $43,227

  • 24d · Other expenses: School event expenses

    total $40,210 · program services $40,210

  • 24e · All other expenses

    total $22,895 · management and general $22,895

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,201,115 · end of year $3,906,067

  • 2 · Savings and temporary cash investments

    beginning of year $5,481,314 · end of year $5,752,587

  • 3 · Pledges and grants receivable

    beginning of year $18,650 · end of year $0

  • 4 · Accounts receivable

    beginning of year $20,446 · end of year $29,940

  • 9 · Prepaid expenses and deferred charges

    beginning of year $203,557 · end of year $101,984

  • 10a · Land, buildings and equipment: cost or other basis

    $32,752,637

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,916,404

  • 10c · Land, buildings and equipment, net

    beginning of year $22,052,017 · end of year $21,836,233

  • 11 · Investments: publicly traded securities

    beginning of year $3,435,051 · end of year $4,003,997

  • 15 · Other assets

    beginning of year $242,644 · end of year $160,972

  • 17 · Accounts payable and accrued expenses

    beginning of year $223,168 · end of year $370,819

  • 19 · Deferred revenue

    beginning of year $3,785,228 · end of year $4,241,304

  • 23 · Secured mortgages and notes payable

    beginning of year $8,851,505 · end of year $8,345,727

  • 25 · Other liabilities

    beginning of year $110,550 · end of year $73,068

  • 27 · Net assets without donor restrictions

    beginning of year $19,874,120 · end of year $20,813,677

  • 28 · Net assets with donor restrictions

    beginning of year $1,810,223 · end of year $1,947,185

Mission and programs · 2023

Mission

See Schedule OThe mission of The Post Oak School is to prepare an outstanding Montessori environment that fosters collaboration, cooperation and peace and to provide experiences that promote curiosity, inquiry and engagement. Designed according to the physical, emotional, social, and intellectual characteristics and needs of the learner, our methods guide and nurture each individual from infancy to adulthood. The School's approach is grounded in the principles of AMI Montessori education.

Activities or mission (Part I)

See Schedule OThe Post Oak School was founded to provide a superior Montessori environment and dynamic learning experiences which are designed according to the developmental characteristics and needs of children to guide and nurture each child intellectually, socially, and emotionally.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $13,585,298 · Grants $1,375,317 · Revenue $15,127,064

  • The Post Oak School offers an extensive program of parent education. A free series of four classes, repeated throughout the year, offers general information about Montessori education to both prospective parents and interested visitors. The infant-parent program helps parents of toddlers raise happy, confident children. A variety of other classes, lectures, and other presentations during the school year, some free and open to the public and others by reservation, afford a variety of perspectives on the School's primary purpose of raising intelligent, confident, caring, and self-motivated lifelong learners.

  • Community service is deeply ingrained in the Montessori curriculum, from infancy through adolescence. By the time of Middle School, the entire class spends a half day each week working in small groups at various service agencies around Houston. Elementary students have ongoing relationships with other agencies, whether through regular site visits for volunteer work or by working on projects to benefit needy people in more distant places. Older children routinely learn the benefits and blessing of aiding others in the school's multi-age classrooms. Even the infants, living in a small tight-knit community, discover early on that other people have feelings.

  • Faculty and Staff regularly present at national Montessori conferences and attend both national and international Montessori congresses. The School's administration has led the formation of a national Montessori administrators association. Multiple organizations, whether devoted to Montessori or traditional education, like the North American Montessori Teachers Association (NAMTA) or Independent School Management (ISM) recommend Post Oak materials, policies, and procedures as models of best practices for similar schools.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Whitney Walsh

    Chair

    Total calculated
    $0
    Hours/week
    10

  • Rochelle Tafolla

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Rick Evans

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Laura L Bergoon

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Rob Bruce

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • TJ Farnsworth

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Susanna Kartye

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Judy Le

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Gabriel Loperena

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Jennifer Norten

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Oscar Parada

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Damon Putman

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Troy Thacker

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Sabina Walia

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Alison Wong

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Jordan Zweig

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Maura Joyce

    President, Head of School

    Total calculated
    $386,072
    From this org
    $335,638
    From related orgs
    $0
    Other
    $50,434
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $335,638
    Bonus
    $0
    Other
    $0
    Deferred
    $43,520
    Nontaxable benefits
    $6,914
    Filer's total
    $386,072

  • Kelly Vaughn

    CFO

    Total calculated
    $231,526
    From this org
    $211,815
    From related orgs
    $0
    Other
    $19,711
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $211,815
    Bonus
    $0
    Other
    $0
    Deferred
    $12,797
    Nontaxable benefits
    $6,914
    Filer's total
    $231,526

  • Mirna Andrade-Salgado

    Director of Technology

    Total calculated
    $127,530
    From this org
    $113,683
    From related orgs
    $0
    Other
    $13,847
    Hours/week
    55

  • Emily Milani

    Controller

    Total calculated
    $134,653
    From this org
    $120,388
    From related orgs
    $0
    Other
    $14,265
    Hours/week
    45

  • James Quillin

    HS Director

    Total calculated
    $161,968
    From this org
    $152,813
    From related orgs
    $0
    Other
    $9,155
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,813
    Bonus
    $0
    Other
    $0
    Deferred
    $9,155
    Nontaxable benefits
    $0
    Filer's total
    $161,968

  • Matt Thompson

    Facilities Director

    Total calculated
    $121,239
    From this org
    $107,411
    From related orgs
    $0
    Other
    $13,828
    Hours/week
    45

  • Christina Kopanidis-Cantu

    Development Director

    Total calculated
    $114,464
    From this org
    $100,359
    From related orgs
    $0
    Other
    $14,105
    Hours/week
    45

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349309120

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