2025-03-03T09:33:15-06:00 2024-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2023-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 W PIONEER PKWY ARLINGTON TX 76013 KATHY GAMILL CPA CFO DIRECTOR 8174514994 2025-02-26 1 1 EMILY LANDRY P01614538 8172599100 2023 2025-03-06 01:10:19Z KATHY GAMILL CPA CFO 5900 W PIONEER PKWY ARLINGTON TX 76013 20199823 0 X WWW.THEOAKRIDGESCHOOL.ORG X 1979 TX TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY. 20 20 222 150 0 0 1220989 1166801 17344709 18056435 48423 75088 619211 563704 19233332 19862028 3167439 3290325 0 0 10720960 11629171 0 0 704700 5705022 6088290 19593421 21007786 -360089 -1145758 17568038 17254381 11163620 11673512 6404418 5580869 TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY. 0 0 17129107 3290325 18242686 THE OAKRIDGE SCHOOL IS A COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL ENROLLING STUDENTS PRESCHOOL THROUGH 12TH GRADE. EMPHASIZING PERSONAL DEVELOPMENT, THE SCHOOL AIMS TO DEVELOP AND EDUCATE CHILDREN THROUGH ACADEMICS, ATHLETICS AND THE FINE ARTS. ENROLLMENT FOR THE SCHOOL YEAR WAS 694 STUDENTS. THE CLASS OF 2024 GRADUATED 65 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $13.5 MILLION. 17129107 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 53 0 1 222 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KATHY GAMILL CPA 8174514994 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 GIANA ORTIZ ASSOCIATE REGENT 2.00 X 0 0 0 DR KIM EDEN ASSOCIATE REGENT 2.00 X 0 0 0 MANESH SHAH ASSOCIATE REGENT 2.00 X 0 0 0 KEITH BIRD BUILDINGS AND GROUNDS CHAI 2.00 X 0 0 0 CHARLES PIERSON CHAIRMAN 4.00 X 0 0 0 DANA QUEENAN COMMITTEE ON REGENTS CHAIR 2.00 X 0 0 0 LARRAINE LAROVERE DEVELOPMENT CHAIR 2.00 X 0 0 0 DR JENNIFER HERNANDEZ DIRECTOR 2.00 X 0 0 0 MATT WORTHINGTON DIRECTOR 2.00 X 0 0 0 JOHN PETERSEN DIRECTOR 2.00 X 0 0 0 MICHAEL HEISKELL DIRECTOR 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 DR VICTORIA FARRAR-MYERS DIRECTOR 2.00 X 0 0 0 CATHY HANDY DIRECTOR 2.00 X 0 0 0 KELLY BROADUS EDUCATION AND TECHNOLOGY C 2.00 X 0 0 0 MARK JONES ENDOWMENT CHAIR 2.00 X 0 0 0 JIM HADDOCK EXECUTIVE COMMITTEE CHAIR 2.00 X 0 0 0 RON WIDUP FINANCE CHAIR 2.00 X 0 0 0 NANCY O'SHEA LIFETIME REGENT 2.00 X 0 0 0 DON DUKE PERSONNEL CHAIR 2.00 X 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 50.00 X 215580 0 23806 JAMES CUMMINGS CONTROLLER - PARTIAL YEAR 45.00 X 120000 0 19687 AMANDA WILSON DIRECTOR OF ADMISSIONS - PARTIAL YEAR 45.00 X 103740 0 5205 MICHELLE VAUGHN DIRECTOR OF TECHNOLOGY AND 45.00 X 117240 0 13065 MATTHEW BURGY HEAD OF SCHOOL 55.00 X 308575 0 56573 BRITT ROBINSON ASSISTANT OF SCHOOL 45.00 X 136020 0 47219 SHAWN MEADOWS ATHLETIC DIRECTOR 45.00 X 124980 0 13545 SARAH SCHECTER DIVISION HEAD OF THE LOWER 45.00 X 111480 0 12860 JAMES ANDERSEN DIVISION HEAD OF THE UPPER 45.00 X 118200 0 13201 1355815 0 205161 9 0 1 0 NELLY'S JANITORIAL PROFESSIONAL SERVICES 131 STAFFORD TRAIL WEATHERFORD TX 76088 CAMPUS WIDE JANITORIAL SERVICES 303596 ARMANDO GOROSTIETA JR 4601 STADIUM DRIVE FORT WORTH TX 76133 LANDSCAPING SERVICES 288250 TURF AND SOIL 1209 S PARKWAY ALVARADO TX 76009 LANDSCAPING SERVICES 248778 MARTIN MENDOZA 131 STAFFORD TRAIL WEATHERFORD TX 76088 JANITORIAL SERVICES 107085 4 1166801 12800 1166801 TUITION AND FEES 611110 18056435 18056435 18056435 75088 75088 8060 8060 13333 0 13333 13333 13333 681005 337795 343210 343210 12850 0 12850 12850 OTHER INCOME 611600 186251 186251 186251 19862028 18242686 0 452541 3290325 3290325 615108 544413 44433 26262 9376195 8298584 677297 400314 309220 268518 24447 16255 605210 535653 43718 25839 723438 640293 52258 30887 121135 121135 207397 207397 382322 273970 108352 307037 29778 277259 819808 294166 525642 220764 6297 214467 41612 15985 25627 124159 124159 1240000 1199493 40507 287191 278225 7858 1108 REPAIRS AND MAINTENANCE 926154 674509 251645 CLEANING SERVICES 440284 152716 287568 ATHLETICS 332141 332141 MISCELLANEOUS 299656 250532 40277 8847 338630 43509 99933 195188 21007786 17129107 3173979 704700 1730509 1711327 173107 128245 107342 95000 331526 351988 260765 422570 34096681 22419365 12297028 11677316 2222586 2595658 271971 200277 173204 72000 17568038 17254381 955085 1161852 7478636 7989735 2729899 2521925 11163620 11673512 X 5325299 4207442 1079119 1373427 6404418 5580869 17568038 17254381 -1145758 322209 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 893758 140992 26600 1008150 815454 71244 -7060 893758 880305 11330 -113745 -37564 815454 246054 63195 144763 70414 -496707 880305 243282 2772 246054 1.00000 0 0 3800578 3800578 16926903 12968289 3958614 9235762 6237031 2998731 3201233 2400484 800749 932205 813561 118644 11677316 X 16893912 322209 322209 16571703 3290325 3290325 19862028 17717461 0 17717461 3290325 3290325 21007786 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS PROVIDE FOR STUDENT SCHOLARSHIPS, FACULTY ADVANCEMENT AND OTHER GENERAL ACTIVITIES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION, AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 3,290,325. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 3,290,325. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADS AND BROADCAST MEDIA FOR SOLICITATION OF STUDENT ENROLLMENT. SUPER SUPPER AND AUCTION 408803 408803 28157 8168 85236 14475 28118 GIFT SHOP 156416 156416 104446 6 115786 115786 22046 7036 722 39391 681005 681005 28157 30214 92272 15197 171955 337795 343210 12850 1 1.00000 12850 12850 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFLE PRIZES PER CALENDAR YEAR. 0 0 0 1.00000 LAUREN MATOCHA 5900 W PIONEER PKWY ARLINGTON TX 76013 0 LAUREN MATOCHA LAUREN WAS NOT COMPENSATED FOR HER TIME AS THE GAMING MANAGER. X 0 1 FINANCIAL AID TO STUDENTS 219 2451559 FMV TUITION ASSISTANCE SCHOLARSHIP 12 34500 FMV SCHOLARSHIPS PROVIDED TO 12 STUDENTS PART I, LINE 2: THE SCHOOL'S FINANCIAL AID COMMITTEE IS COMPRISED OF THREE MEMBERS: HEAD OF SCHOOL, CFO, AND DIRECTOR OF ADMISSIONS. AT ANY TIME, ANY MEMBER OF THE BOARD OF REGENTS MAY REQUEST TO ATTEND A MEETING. EACH APPLICANT FOR FINANCIAL ASSISTANCE IS REQUIRED TO PROVIDE THE FOLLOWING EVERY YEAR: APPLICATION FOR DETERMINATION FROM SCHOOL AND STUDENT SERVICES THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, A COMPLETE TAX RETURN FOR THE MOST CURRENT YEAR, COPIES OF CURRENT W-2'S AND 1099'S, AND DETERMINATION FROM SCHOOL AND STUDENT SERVICES, SENT DIRECTLY TO THE SCHOOL. THE FINANCIAL AID COMMITTEE THEN UTILIZES THIS INFORMATION, INCLUDING THE RECOMMENDATION FROM SCHOOL AND STUDENT SERVICES, AND WHAT THE FAMILIES STATE THEY CAN AFFORD, TO FINALIZE AN OFFER. A WRITTEN OFFER LETTER IS THEN SENT TO THE APPLICANT FOR ACCEPTANCE OR DENIAL. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MATTHEW BURGY HEAD OF SCHOOL 280000 0 11200 0 17375 0 14560 0 42013 0 365148 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 201480 0 6000 0 8100 0 10374 0 13432 0 239386 0 0 0 BRITT ROBINSON ASSISTANT OF SCHOOL 130020 0 0 0 6000 0 0 0 47219 0 183239 0 0 0 X 1 12800 FMV 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) NOTATES THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRMAN REVIEWS A COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REQUIRES EMPLOYEES TO REPORT ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BODY RELIES ON APPROPRIATE COMPARABLE DATA GATHERED BY AN INDEPENDENT SOURCE IN APPROVING COMPENSATION OF OFFICERS AND EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCIAL REPORTING OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE FORM 990 IS PRESENTED AND REVIEWED BY THE FINANCE COMMITTEE BEFORE THE BOARD OF DIRECTORS REVIEWS THE FORM 990.