2021-04-05T15:54:02-05:00 2020-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2019-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 W PIONEER PKWY ARLINGTON TX 76013 KATHY GAMILL CPA CFO DIRECTOR 8174514994 2021-04-05 1 EMILY LANDRY P01614538 8172599100 2019 2022-09-23 18:48:47Z KATHY GAMILL CPA CFO 5900 W PIONEER PKWY ARLINGTON TX 76013 17136524 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. 17 17 227 100 0 0 954534 873509 16432488 15538483 90342 37099 622697 469083 18100061 16918174 2357929 2465777 0 0 10476559 10346003 0 0 600919 5608710 5186346 18443198 17998126 -343137 -1079952 19630345 20172743 12196357 13619119 7433988 6553624 X 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 1 14569534 2465777 15740721 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 2019-2020 SCHOOL YEAR WAS 720 STUDENTS. THE CLASS OF 2020 GRADUATED 76 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $12 MILLION. 14569534 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 55 0 1 227 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 2.00 X 0 0 0 JIM HADDOCK CHAIRMAN 4.00 X 0 0 0 KELLY BROADUS CHAIR OF EDUCATION AND TECHNOLOGY COMM 2.00 X 0 0 0 JOHN PETERSEN CHAIR OF DEVELOPMENT COMMITTEE 2.00 X 0 0 0 CHARLES PIERSON CHAIR OF FINANCE COMMITTEE 2.00 X 0 0 0 DANA QUEENAN CHAIR OF REGENT COMMITTEE 2.00 X 0 0 0 STEVE WALL PARTIAL YEAR CHAIR OF PERSONNEL COMMITTEE 2.00 X 0 0 0 MATT WORTHINGTON CHAIR OF BUILDINGS AND GROUNDS 2.00 X 0 0 0 LARRAINE LAROVERE ASSOCIATE REGENTS 2.00 X 0 0 0 DON DUKE DIRECTOR 2.00 X 0 0 0 RICH ENOS DIRECTOR 2.00 X 0 0 0 CATHY HANDY 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 MARK JONES DIRECTOR 2.00 X 0 0 0 VICTORIA MYERS DIRECTOR 2.00 X 0 0 0 ANDY SCHOENING PARTIAL YEAR DIRECTOR 2.00 X 0 0 0 RON WIDUP DIRECTOR 2.00 X 0 0 0 JONATHAN KELLAM HEAD OF SCHOOL 55.00 X 319974 0 47503 KATHY GAMILL CHIEF FINANCIAL OFFICER 50.00 X 179177 0 20276 SARAH KRAMER ASSISTANT HEAD OF SCHOOL 45.00 X 124793 0 31489 JAMES ANDERSEN DIVISION HEAD OF THE UPPER SCHOOL 45.00 X 106656 0 30702 SHAWN MEADOWS ATHLETIC DIRECTOR 45.00 X 115668 0 32346 SARAH SCHECTER DIVISION HEAD OF THE LOWER SCHOOL 45.00 X 102954 0 30457 MICHELLE VAUGHN DIRECTOR OF TECHNOLOGY AND MODERN LE 45.00 X 103746 0 12570 1052968 0 205343 7 0 1 0 SPORTS FIELD HOLDINGS LLC 16400 DALLAS PKWY STE 305 DALLAS TX 75248 GENERAL CONTRACTOR 1742428 NELLY'S JANITORIAL PROFESSIONAL SERVICES 625 WOLLFORD WAY FORT WORTH TX 76131 JANITORIAL SERVICES 285505 ARMANDO GOROSTIETA 4601 STADIUM DR FORT WORTH TX 76133 LANDSCAPING SERVICES 161350 TURF AND SOIL 4531 S I35W ALVARADO TX 76009 LANDSCAPING SERVICES 151137 LUIS RAMIREZ 2325 FOREST AVE FORT WORTH TX 76112 REMODELING SERVICES 107757 5 873509 873509 TUITION AND FEES 611110 15538483 15538483 15538483 37099 37099 19832 19832 13333 0 13333 13333 13333 452030 218350 233680 233680 OTHER INCOME 900099 202238 202238 202238 16918174 15740721 0 303944 2465777 2465777 761056 662833 67602 30621 8033334 6996536 713574 323224 308286 247472 40308 20506 610816 531983 54257 24576 632511 550878 56184 25449 102604 102604 51091 51091 324258 180244 144014 252377 41157 211220 712607 232059 480548 129965 9975 119990 20007 5251 14756 112211 112211 1363238 1318773 44465 268735 251232 10360 7143 REPAIRS AND MAINTENANCE 663213 301792 361421 MISCELLANEOUS 339319 296568 33905 8846 CLEANING SERVICES 326972 181689 145283 ATHLETICS 268691 268691 251058 26624 63880 160554 17998126 14569534 2827673 600919 2038939 2728707 754408 179165 740427 697227 356454 208152 183393 154353 32419512 18183469 13897878 14236043 1534979 1830008 123867 139088 19630345 20172743 1549942 1082681 7622860 6886655 3023555 5649783 12196357 13619119 X 5832300 5246688 1601688 1306936 7433988 6553624 19630345 20172743 -1079952 199588 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 243282 2772 246054 181636 61646 243282 181636 181636 156636 25000 181636 156636 156636 1.00000 0 0 3800578 3800578 15960779 11046710 4914069 9240907 4602602 4638305 2571558 1826980 744578 845690 707177 138513 14236043 X 14633999 199588 -2483763 -2284175 16918174 0 16918174 15514363 0 15514363 2483763 2483763 17998126 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. THE SCHOOL FOLLOWS THE GUIDANCE UNDER GAAP WHICH 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 WITHIN THE UNITED STATES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS -2,483,763. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 2,483,763. 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 364504 364504 24650 42887 24350 10575 38988 GIFT SHOP 24886 24886 21311 6 62640 62640 5539 50050 452030 452030 24650 42887 29889 10575 110349 218350 233680 1 FINANCIAL AID TO STUDENTS 183 1630811 FMV TUITION ASSISTANCE SCHOLARSHIP 4 13500 FMV SCHOLARSHIPS PROVIDED TO 4 STUDENTS PART I, LINE 2: THE SCHOOL'S FINANCIAL AID COMMITTEE IS COMPRISED OF FOUR MEMBERS: HEAD OF SCHOOL, CFO, DIRECTOR OF ADMISSIONS, AND ASSISTANT 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 300534 0 0 0 19440 0 12614 0 34889 0 367477 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 166077 0 5000 0 8100 0 8959 0 11317 0 199453 0 0 0 SARAH KRAMER ASSISTANT HEAD OF SCHOOL 119393 0 0 0 5400 0 6120 0 25369 0 156282 0 0 0 FORM 990, PART III, LINE 3 DUE TO COVID-19 INSTRUCTION WAS CHANGED FROM IN-PERSON TO ONLINE INSTRUCTION EFFECTIVE MARCH 23, 2020 THROUGH THE REMAINDER OF THE SCHOOL YEAR. ALL SUMMER PROGRAMS WERE CANCELLED. THE CAMPUS WAS CLOSED UNTIL JUNE 8TH FOR ADMINISTRATORS, FACULTY, AND STAFF. 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.