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Overlake Day School Inc

  • S Burlington, VT
  • Tax-exempt since Sept. 1959
  • EIN: 03-0197897

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$158k (2023)

Expenses
$175k (2023)

Total Assets
$87.2k (2023)

Total Liabilities
$8.45k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$158,170
Expenses
$174,987
Net Income
-$16,817
Net Assets
$78,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,341
20.4%
Program Services $125,686
79.5%
Investment Income $2
0.0%
Net Fundraising $141
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,185
Total Liabilities $8,452
Net Assets $78,733
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Debra Coel (Secretary/Director) $15,496 $0
Katherine Birrow (President/Chair) $0 $0
Paul Garwood (Treasurer/Director) $0 $0
Amanda Martin (Director) $0 $0
Allison Millar Barlow (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$146,606
Expenses
$159,861
Net Income
-$13,255
Net Assets
$95,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,784
10.1%
Program Services $131,821
89.9%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $102,299
Total Liabilities $6,749
Net Assets $95,550
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Katherine Birrow (President/Director) $0 $0
Becky Sargis (Treasurer/Director) $0 $0
Alexis Scott (Secretary/Director) $0 $0
Debra Coel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 12, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,684
Expenses
$48,951
Net Income
-$16,267
Net Assets
$108,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.3%
Program Services $2,260
6.9%
Investment Income $3
0.0%
Net Fundraising $21
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $30,300
92.7%
Assets/Debt
Total Assets $112,767
Total Liabilities $3,962
Net Assets $108,805
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Becky Sargis (Treasurer) $0 $0
Bradford Kelly (President/Director) $0 $0
Debra Coel (Director) $0 $0
Alexis Scott (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$191,839
Expenses
$191,032
Net Income
$807
Net Assets
$125,072
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,699
0.9%
Program Services $190,504
99.3%
Investment Income $7
0.0%
Net Fundraising -$371
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $162,484
Total Liabilities $37,412
Net Assets $125,072
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Irene Cervantes (President) $0 $0
Amber Pollak Bruce (Vice President) $0 $0
Brad Kelley (Treasurer) $0 $0
Alexis Scott (Secretary) $0 $0
Christa Waters (Board Member) $0 $0
Libby Houle (Board Member) $0 $0
Rachel Brandfass (Board Member) $0 $0
Julia Atherton (Board Member) $0 $0
Kassie Gillan (Board Member) $0 $0
Amy Possidente (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 13, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$189,092
Expenses
$189,152
Net Income
-$60
Net Assets
$124,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,209
1.2%
Program Services $179,477
94.9%
Investment Income $13
0.0%
Net Fundraising $7,393
3.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $137,832
Total Liabilities $13,567
Net Assets $124,265
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Irene Cervantes (President) $0 $0
Amber Pollak Bruce (Vice President) $0 $0
Brad Kelley (Treasurer) $0 $0
Alexis Scott (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$194,716
Expenses
$188,455
Net Income
$6,261
Net Assets
$124,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $121
0.1%
Program Services $175,073
89.9%
Investment Income $8
0.0%
Net Fundraising $7,714
4.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,800
6.1%
Assets/Debt
Total Assets $148,892
Total Liabilities $24,569
Net Assets $124,323
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Irene Cervantes (President) $0 $0
Ali Hearn (Vice President) $0 $0
Brad Kelley (Treasurer) $0 $0
Alexis Scott (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$179,229
Expenses
$181,764
Net Income
-$2,535
Net Assets
$118,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $124
0.1%
Program Services $163,220
91.1%
Investment Income $14
0.0%
Net Fundraising $5,071
2.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,800
6.0%
Assets/Debt
Total Assets $148,585
Total Liabilities $30,523
Net Assets $118,062
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Erin Sutherland (President) $0 $0
Carrie Rice (Vice President) $0 $0
Shari Westman (Treasurer) $0 $0
Alexis Scott (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$175,134
Expenses
$180,089
Net Income
-$4,955
Net Assets
$120,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,525
0.9%
Program Services $157,588
90.0%
Investment Income $40
0.0%
Net Fundraising $6,631
3.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,350
5.3%
Assets/Debt
Total Assets $160,561
Total Liabilities $39,964
Net Assets $120,597
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Erin Sutherland (President) $0 $0
Elizabeth Whitmore (Vice President) $0 $0
Shari Westman (Treasurer) $0 $0
Aili Beeli (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$171,368
Expenses
$162,874
Net Income
$8,494
Net Assets
$125,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,470
0.9%
Program Services $152,910
89.2%
Investment Income $55
0.0%
Net Fundraising $5,883
3.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,050
6.4%
Assets/Debt
Total Assets $177,456
Total Liabilities $51,904
Net Assets $125,552
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Drew Kervick (President) $0 $0
Irene Cervantes (Vice President) $0 $0
Eddie Ortiz (Treasurer) $0 $0
Liz Whitmore (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 11, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$147,425
Expenses
$166,397
Net Income
-$18,972
Net Assets
$117,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $830
0.6%
Program Services $130,326
88.4%
Investment Income $68
0.0%
Net Fundraising $7,896
5.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,305
5.6%
Assets/Debt
Total Assets $171,728
Total Liabilities $54,670
Net Assets $117,058
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Drew Kervick (President) $0 $0
Irene Cervantes (Vice President) $0 $0
Eddie Ortiz (Treasurer) $0 $0
Liz Whitmore (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$168,473
Expenses
$145,097
Net Income
$23,376
Net Assets
$136,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,685
1.0%
Program Services $148,851
88.4%
Investment Income $84
0.0%
Net Fundraising $8,793
5.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,060
5.4%
Assets/Debt
Total Assets $193,112
Total Liabilities $57,082
Net Assets $136,030

Document Links

990-EZ
Filed on March 21, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,894
Expenses
$128,196
Net Income
-$8,302
Net Assets
$112,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $478
0.4%
Program Services $102,507
85.5%
Investment Income $177
0.1%
Net Fundraising $7,672
6.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,060
7.6%
Assets/Debt
Total Assets $179,666
Total Liabilities $67,012
Net Assets $112,654

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated