2022-06-27T16:19:39-05:00 2021-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2020-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 W PIONEER PKWY ARLINGTON TX 76013 KATHY GAMILL CPA CFO DIRECTOR 8174514994 2022-06-24 1 KATHY GAMILL CPA CFO 999009999 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATHY GAMILL CPA CFO 5900 W PIONEER PKWY ARLINGTON TX 76013 20272617 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. 16 16 193 75 0 0 873509 3466901 15538483 16173073 37099 32132 469083 502433 16918174 20174539 2465777 3080824 0 0 10346003 9994842 0 0 536286 5186346 5314395 17998126 18390061 -1079952 1784478 20172743 19389993 13619119 10680586 6553624 8709407 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 15208816 3080824 16340074 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 2020-2021 SCHOOL YEAR WAS 689 STUDENTS. THE CLASS OF 2021 GRADUATED 82 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $10 MILLION. 15208816 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 0 0 0 0 0 0 0 0 1 47 0 1 193 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 NANCY O'SHEA LIFETIME REGENT 2.00 X 0 0 0 DON STARNES LIFETIME REGENT (PARTIAL YEAR) 2.00 X 0 0 0 DON DUKE CHAIR OF EXECUTIVE AND PERSONNEL COMMITTEE 2.00 X 0 0 0 DR RICHARD ENOS DIRECTOR 2.00 X 0 0 0 MICHAEL HEISKELL DIRECTOR 2.00 X 0 0 0 JOHN PETERSEN CHAIR OF DEVELOPMENT COMMITTEE 2.00 X 0 0 0 RON WIDUP DIRECTOR 2.00 X 0 0 0 MATT WORTHINGTON CHAIR OF BUILDINGS AND GROUNDS 2.00 X 0 0 0 KELLY BROADUS CHAIR OF EDUCATION AND TECHNOLOGY 2.00 X 0 0 0 CATHY HANDY DIRECTOR 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 MARK JONES DIRECTOR 2.00 X 0 0 0 VICTORIA MYERS DIRECTOR 2.00 X 0 0 0 CHARLES PIERSON CHAIR OF FINANCE COMMITTEE 2.00 X 0 0 0 JIM HADDOCK CHAIRMAN 4.00 X 0 0 0 LARRAINE LAROVERE ASSOCIATE REGENTS 2.00 X 0 0 0 DANA QUEENAN CHAIR OF REGENT COMMITTEE 2.00 X 0 0 0 SHELLEY HODGES PARENTS CLUB LIASON 2.00 X 0 0 0 JONATHAN KELLAM HEAD OF SCHOOL 55.00 X 325934 0 47801 KATHY GAMILL CHIEF FINANCIAL OFFICER 50.00 X 181832 0 20004 SARAH KRAMER ASSISTANT HEAD OF SCHOOL 45.00 X 128756 0 31537 JAMES ANDERSEN DIVISION HEAD OF THE UPPER 45.00 X 107061 0 30662 SHAWN MEADOWS ATHLETIC DIRECTOR 45.00 X 112986 0 32152 SARAH SCHECTER DIVISION HEAD OF THE LOWER 45.00 X 103605 0 30489 MICHELLE VAUGHN DIRECTOR OF TECHNOLOGY AND 45.00 X 100556 0 12351 BRITT ROBINSON MIDDLE SCHOOL DIVISION HEAD 45.00 X 100653 0 41278 1161383 0 246274 8 0 1 0 JOE HALL ROOFING 1925 W PIONEER PKWY ARLINGTON TX 76013 ROOFING CONTRACTOR 1227768 SPORTS FIELD HOLDINGS LLC 16400 DALLAS PKWY STE 305 DALLAS TX 75248 GENERAL CONTRACTOR 650628 NELLY'S JANITORIAL PROFESSIONAL SERVICES 625 WOLLFORD WAY FORT WORTH TX 76131 JANITORIAL SERVICES 305578 TURF AND SOIL 4531 S I35W ALVARADO TX 76009 LANDSCAPING SERVICES 219108 ARMANDO GOROSTIETA 4601 STADIUM DR FORT WORTH TX 76133 LANDSCAPING SERVICES 144040 6 3466901 3466901 TUITION AND FEES 611110 16173073 16173073 16173073 33335 33335 24371 24371 13333 0 13333 13333 13333 1203 -1203 -1203 -1203 394603 96875 297728 297728 OTHER INCOME 900099 167001 167001 167001 20174539 16340074 0 367564 3080824 3080824 781597 702488 49919 29190 7699629 6920314 491757 287558 308502 255744 34524 18234 593131 533097 37882 22152 611983 550041 39086 22856 97946 97946 61295 61295 269149 169878 99271 261129 19431 241698 679224 202673 476551 93214 1688 91526 30149 7749 22400 160179 160179 1347465 1303514 43951 255314 238880 9442 6992 REPAIRS AND MAINTENANCE 735243 439161 296082 MISCELLANEOUS 410424 369620 33030 7774 CLEANING SERVICES 407766 184557 223209 ATHLETICS 198634 198634 307264 30523 135211 141530 18390061 15208816 2644959 536286 2728707 2071430 179165 128800 697227 417090 208152 362665 154353 219520 32896817 19046893 14236043 13849924 1830008 2216286 139088 124278 20172743 19389993 1082681 751734 6886655 6642626 5649783 3286226 13619119 10680586 X 5246688 7363195 1306936 1346212 6553624 8709407 20172743 19389993 1784478 371305 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 246054 63195 144763 70414 -496707 880305 243282 2772 246054 181636 61646 243282 181636 181636 156636 25000 181636 1.00000 0 0 3800578 3800578 16815705 11547163 5268542 9167666 5099151 4068515 2282078 1678500 603578 830790 722079 108711 13849924 X 17596494 371305 150000 -3099350 -2578045 20174539 0 20174539 15440711 150000 150000 15290711 3099350 3099350 18390061 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 2D - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS -3,099,350. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 3,099,350. 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 184647 184647 27654 1500 3250 8726 GIFT SHOP 97329 97329 22960 4 112627 112627 3804 28981 394603 394603 27654 5304 3250 60667 96875 297728 1 FINANCIAL AID TO STUDENTS 205 2091919 FMV TUITION ASSISTANCE SCHOLARSHIP 8 21500 FMV SCHOLARSHIPS PROVIDED TO 4 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 JONATHAN KELLAM HEAD OF SCHOOL 306494 0 0 0 19440 0 12912 0 34889 0 373735 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 168732 0 5000 0 8100 0 8687 0 11317 0 201836 0 0 0 SARAH KRAMER ASSISTANT HEAD OF SCHOOL 123356 0 0 0 5400 0 6168 0 25369 0 160293 0 0 0 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.