2019-05-23T10:30:59-05:00 2018-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2017-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 W PIONEER PKWY ARLINGTON TX 76013 KATHY GAMILL CPA CFO DIRECTOR 8174514994 2019-05-21 1 MARK TOPEL P00737625 8172599100 66.51.12.244 2019-05-21 12:51:36 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5F08DD391D4E6709CE9F71D0301BFD852FBFDB29 2017 2019-02-21 02:37:17Z KATHY GAMILL CPA CFO 5900 W PIONEER PKWY ARLINGTON TX 76013 19149326 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. 18 18 273 400 0 0 1085612 1706091 15845487 16422037 35904 9768 714779 759777 17681782 18897673 2190639 2236821 0 0 10150273 10270030 0 0 713514 5587769 5762800 17928681 18269651 -246899 628022 20525221 20194735 13372200 12414705 7153021 7780030 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 16446131 2236821 16685479 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 792 STUDENTS. THE CLASS OF 2018 GRADUATED 84 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $9.6 MILLION. 16446131 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 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 273 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 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 STEVE CRUDUP CHAIR OF COMMITTEE ON REGENTS 2.00 X 0 0 0 CHUCK REYNOLDS PARTIAL YEAR CHAIR OF PERSONNEL COMMITTEE 2.00 X 0 0 0 STEVE WALL DIRECTOR 2.00 X 0 0 0 DON DUKE CHAIRMAN OF THE BOARD 2.00 X 0 0 0 DR RICHARD ENOS PARTIAL YEAR CHAIR OF EDUCATION AND TECHNOLOGY COMMITTEE 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 RICHARD LOWE DIRECTOR 2.00 X 0 0 0 JOHN PETERSEN DIRECTOR 2.00 X 0 0 0 DANA QUEENAN CHAIR OF EXECUTIVE COMMITTE 2.00 X 0 0 0 MATT WORTHINGTON CHAIR OF BUILDINGS AND GROUNDS COMMITTEE 2.00 X 0 0 0 KELLY BROADUS CHAIR OF DEVELOPMENT COMMITTEE 2.00 X 0 0 0 KIM CALLANAN DIRECTOR 2.00 X 0 0 0 JIM HADDOCK CHAIR OF FINANCE COMMITTEE 2.00 X 0 0 0 CATHY HANDY DIRECTOR 2.00 X 0 0 0 CHARLES PIERSON DIRECTOR 2.00 X 0 0 0 ANDY SCHOENING DIRECTOR 2.00 X 0 0 0 MICHAEL HEISKELL DIRECTOR 2.00 X 0 0 0 RON WIDUP DIRECTOR 2.00 X 0 0 0 MICHAEL TINCUP PARENTS CLUB LIASON 2.00 X 0 0 0 JONATHAN KELLAM HEAD OF SCHOOL 55.00 X 296949 0 69340 KATHY GAMILL CHIEF FINANCIAL OFFICER 50.00 X 169542 0 19295 SARAH KRAMER ASSISTANT HEAD OF SCHOOL 45.00 X 114437 0 29261 NOBLE BUTCH GROVES DIVISION HEAD OF THE UPPER SCHOOL 40.00 X 108317 0 12317 689245 0 130213 4 0 1 0 NELLY'S JANITORIAL PROFESSIONAL SERVICES 5428 ROCKY MOUNTAIN RD FORT WORTH TX 76137 JANITORIAL SERVICES 299811 LUIS RAMIREZ 3816 CHILDRESS ST FORT WORTH TX 76119 REMODELING SERVICES 197361 TURF AND SOIL 1023 HORSE CREEK RD STE 1 CROWLEY TX 76036 LANDSCAPING SERVICES 168120 IIDON INC PO BOX 973091 DALLAS TX 75397 SECURITY SERVICES 111438 4 1706091 1706091 TUITION AND FEES 900099 16422037 16422037 16422037 14141 14141 75254 75254 13333 0 13333 13333 13333 4373 -4373 -4373 -4373 629535 247280 382255 382255 21120 0 21120 21120 OTHER INCOME 900099 267815 267815 267815 18897673 16685479 0 506103 2236821 2236821 599860 209951 299930 89979 8002979 7682860 150056 170063 372446 331477 26071 14898 661400 608488 33070 19842 633345 570011 38001 25333 84609 84609 56087 56087 470823 400200 47082 23541 209111 177744 20911 10456 745991 634092 74599 37300 160251 137816 19230 3205 41157 37041 2058 2058 153805 153805 1412997 1412997 215928 174902 30230 10796 REPAIRS AND MAINTENANCE 840288 714245 84029 42014 CLEANING SERVICES 348073 295862 34807 17404 MISCELLANEOUS 301986 301986 ATHLETICS 301974 301974 419720 63859 109236 246625 18269651 16446131 1110006 713514 3166488 3388393 1041848 1156871 456251 985546 270825 324022 208105 187981 30606533 17183078 14608636 13423455 668097 619040 104971 109427 20525221 20194735 1419346 1200260 8461679 8137313 3491175 3077132 13372200 12414705 X 6221812 5636696 749573 1961698 181636 181636 7153021 7780030 20525221 20194735 628022 -1013 0 X X 0 1 X 1 0 X 181636 181636 156636 25000 181636 156636 156636 154636 2000 156636 154636 154636 1.00000 0 0 3800578 3800578 16176346 10407982 5768364 6758258 3794939 2963319 3120236 2381816 738420 751115 598341 152774 13423455 X 16649700 -2236821 -2236821 18886521 11152 11152 18897673 16022691 -10139 -10139 16032830 2236821 2236821 18269651 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 -2,236,821. PART XI, LINE 4B - OTHER ADJUSTMENTS: YEARBOOK ADVERTISING REVENUE 15,525. LOSS ON DISPOSAL OF ASSETS -4,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: YEARBOOK ADVERTISING REVENUE -15,525. LOSS ON DISPOSAL OF ASSETS 4,373. UNREALIZED GAINS/LOSSES 1,013. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 2,236,821. 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 NEWSPAPER ADS AND BROADCAST MEDIA FOR SOLICITATION OF STUDENT ENROLLMENT. SUPER SUPPER AND AUCTION 360527 360527 22542 8052 42331 16025 27917 MAGAZINE SALES 41667 41667 10848 8 227341 227341 9402 110163 629535 629535 22542 8052 51733 16025 148928 247280 382255 21120 1 1.00000 21120 21120 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFFLE PRIZES PER CALENDAR YEAR. 0 0 0 1.00000 LAUREN MATOCHA AND ALISHA HUNTER 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 0 JENNIFER TOMPKINS 0 GAMING MANAGERS WERE VOLUNTEERS, NOT EMPLOYEES OF THE ORGANIZATION. 0 1 FINANCIAL AID TO STUDENTS 178 2222266 FMV TUITION ASSISTANCE SCHOLARSHIP 7 14555 FMV SCHOLARSHIPS PROVIDED TO 7 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 277509 0 0 0 19440 0 14326 0 55014 0 366289 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 156442 0 5000 0 8100 0 8362 0 10933 0 188837 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.