2026-05-06T10:38:40-05:00 2025-06-30 363168081 SIKICH LLC 4020 KINROSS LAKES PARKWAY SUITE 300 RICHFIELD OH 44286 990 2024-07-01 340737805 OLD TRAIL SCHOOL OLDT 3306661118 PO BOX 827 BATH OH 442100827 SARAH JOHNSTON HEAD OF SCHOOL 3306661118 2026-04-29 1 1 AMANDA WHITE P01790293 3308646661 2026-04-29 2024 2025-03-06 01:10:19Z SARAH JOHNSTON PO BOX 827 BATH OH 442100827 16716613 0 X WWW.OLDTRAIL.ORG X 1932 OH TO PROVIDE EDUCATION FOR EARLY CHILDHOOD THROUGH EIGHTH GRADE CHILDREN. 24 24 116 50 0 0 1250723 1277992 10482198 10714482 57923 51244 245037 243169 12035881 12286887 1627785 1627405 0 0 7250877 7584491 0 0 286422 3516707 3530783 12395369 12742679 -359488 -455792 27037468 27683838 2679944 2565041 24357524 25118797 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 9580011 1627405 10910812 OLD TRAIL SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR CHILDREN AGE 2 THROUGH GRADE 8 IN BATH, OHIO. AS THE NATION'S ONLY INDEPENDENT SCHOOL LOCATED IN A NATIONAL PARK, WE OFFER A TRANSFORMATIVE ACADEMIC EXPERIENCE THAT DEVELOPS INTELLECTUALLY CURIOUS, INDEPENDENT THINKING STUDENTS WHO EMERGE WITH A PASSION FOR DISCOVERY, CRITICAL THINKING AND COLLABORATIVE LEARNING. OUR GRADUATES LEAVE CAMPUS WELL PREPARED TO BECOME RESPONSIBLE GLOBAL CITIZENS WHO ACHIEVE IN HIGH SCHOOL, COLLEGE AND LIFE. SERVED 430 STUDENTS IN EARLY CHILDHOOD THROUGH GRADE EIGHT. 9580011 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 24 0 116 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 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 THOMAS H EATON III PRESIDENT 0.50 0.50 X X 0 0 0 SUSAN MCKENZIE VICE PRESIDENT 0.50 0.00 X X 0 0 0 HOLLY LITTLE SECRETARY 0.50 0.00 X X 0 0 0 JOHN CAVANAUGH TREASURER 0.50 0.50 X X 0 0 0 JOSEPH ALBRECHT TRUSTEE 0.50 0.00 X 0 0 0 MARY BALL TRUSTEE 0.50 0.00 X 0 0 0 CARL BLICKLE TRUSTEE 0.50 0.00 X 0 0 0 SHEREEN BOYER TRUSTEE 0.50 0.50 X 0 0 0 JOHNNY BUCK TRUSTEE 0.50 0.00 X 0 0 0 CHRISTOPHER CARINO TRUSTEE 0.50 0.00 X 0 0 0 MARK DAVEY TRUSTEE 0.50 0.00 X 0 0 0 JOHN P DEBO JR TRUSTEE 0.50 0.00 X 0 0 0 SUCHARITA GHOSH TRUSTEE 0.50 0.00 X 0 0 0 CINDY HARFOUCHE TRUSTEE 0.50 0.00 X 0 0 0 RON HARRINGTON TRUSTEE 0.50 0.50 X 0 0 0 OLIVIA HOCHSCHWENDER TRUSTEE 0.50 0.00 X 0 0 0 JAY HOFNER TRUSTEE 0.50 0.00 X 0 0 0 PRIYA MASEELALL TRUSTEE 0.50 0.00 X 0 0 0 NATHAN MATUSZEWSKI TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL MURE TRUSTEE 0.50 0.00 X 0 0 0 HALEY PRESTON TRUSTEE 0.50 0.00 X 0 0 0 BEVERLY SHAKLEE TRUSTEE 0.50 0.00 X 0 0 0 ADITYA SONI TRUSTEE 0.50 0.00 X 0 0 0 BRIAN STEERE TRUSTEE 0.50 0.00 X 0 0 0 SARAH JOHNSTON HEAD OF SCHOOL 40.00 0.50 X 274465 0 60448 W JOSEPH VOGEL ASSOCIATE HEAD OF SCHOOL 40.00 0.50 X 145437 0 23105 MEETA NOSRATI CHIEF EXECUTIVE OFFICER 40.00 0.50 X 145399 0 22267 HALLIE RITZMAN MIDDLE SCHOOL DIRECTOR 40.00 0.00 X 105028 0 19354 670329 0 125174 4 0 1 0 AVI FOODSYSTEMS INC 2590 ELM ROAD NE WARREN OH 44483 FOOD SERVICE 321020 LEGACY ELECTRIC LLC 7105 KRICK ROAD WALTON HILLS OH 44146 ELECTRICAL 187310 LIGHTSERVE CORPORATION 4500 COURTHOUSE BLVD SUITE 200 STOW OH 44224 LIGHTING 120507 SUNCREST GARDENS 5157 AKRON-CLEVELAND ROAD PENINSULA OH 44264 LANDSCAPING SERVICE 105738 4 445873 288499 543620 1277992 TUITION 611600 9343773 9343773 EXTENDED PROGRAMMING 611600 983583 983583 LUNCH ROOM 722210 321298 321298 TRANSPORTATION 480000 65828 65828 10714482 48930 48930 21175 0 21175 21175 21175 4411665 2300 4411651 0 14 2300 2314 2314 43739 18075 25664 25664 STATE REIMBURSEMENT 900099 143060 143060 MISCELLANEOUS FEES AND CHARGES 900099 53270 53270 196330 12286887 10910812 0 98083 1627405 1627405 710637 103687 435369 171581 5232236 3969327 1262909 211619 154061 57558 981961 785458 196503 448038 324149 114465 9424 10218 10218 81206 81206 221657 149700 71957 608455 588042 16765 3648 206540 78873 102448 25219 133956 94808 38537 611 2288 2288 871691 685570 182661 3460 115944 80971 34451 522 EXTENDED PROGRAMING & F 656759 656759 REPAIRS AND MAINTENANCE 305628 305628 OTHER EXPENSES 219455 109035 110420 PROFESSIONAL DEVELOPMEN 80486 16238 64248 16500 16500 12742679 9580011 2876246 286422 100 100 741584 385539 15825 21017 18448 202559 181755 29621863 17407216 12710867 12214647 1184273 1516796 12161243 13366553 27037468 27683838 948367 756786 1731577 1808255 2679944 2565041 X 13370628 13052074 10986896 12066723 24357524 25118797 27037468 27683838 X -455792 11755 1205310 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11908916 266183 1377569 446873 13105795 10039703 1194501 1118019 443307 11908916 8679735 957916 836186 428634 5500 10039703 10301315 105180 -1317822 408938 8679735 8482358 155661 2051566 388270 10301315 0.10160 0.30450 0.59390 0 1 1 535971 535971 21849579 12196782 9652797 1481545 1207093 274452 3480709 2419586 1061123 2274059 1583755 690304 12214647 BENEFICIAL INTEREST IN PERPETUAL TRUST 260758 INTEREST IN NET ASSETS OF THE OLD TRAIL SCHOOL FOUNDATION 13105795 13366553 UNEARNED TUITION, LUNCH AND FEE REVENUE 1808255 1808255 X 11884404 11755 1223385 1235140 10649264 10218 1627405 1637623 12286887 11123131 18075 18075 11105056 10218 1627405 1637623 12742679 PART V, LINE 4: THE ENDOWMENT IS EXCLUSIVELY FOR THE BENEFIT OF OLD TRAIL SCHOOL. PART X, LINE 2: THE SCHOOL AND FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3). THE SCHOOL AND THE FOUNDATION ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE ORGANIZATION FOLLOWS GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ON ACCOUNTING FOR INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS, AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY TO COVER ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURN FOR TAX YEARS 2021 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 8,431. FUNDRAISING EXPENSES 18,075. CHANGE IN NET INTEREST IN NET ASSETS OF THE FOUNDATION 1,196,879. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,627,405. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 18,075. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,627,405. 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. MIX IN THE MEADOW 4846 4846 2522 2621 1200 596 5K RUN 38893 38893 573 75 4745 5743 43739 43739 573 2597 7366 1200 6339 18075 25664 1 FINANCIAL AID 143 1627405 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 231741 0 0 0 42724 0 44673 0 15775 0 334913 0 0 0 W JOSEPH VOGEL ASSOCIATE HEAD OF SCHOOL 145299 0 0 0 138 0 7330 0 15775 0 168542 0 0 0 MEETA NOSRATI CHIEF EXECUTIVE OFFICER 145261 0 0 0 138 0 7596 0 14671 0 167666 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 1,196,879. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 8,431. 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 445873 CASH