OAKWOOD SERVICES INTERNATIONAL: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD SERVICES INTERNATIONAL (EIN 54-0898129)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-24
- IRS object ID
- 201932979349300208
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-24T07:47:59-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541342298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5270 Shawnee Road Suite 250 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540898129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oakwood Services International Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 7039415788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7210 Braddock Road | AddressLine1Txt |
| City | Annandale | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert C McIntyre | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7039415788 | PhoneNum |
| Signature | 2019-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer S Manster CPA | PreparerPersonNm |
| PTIN | P01383338 | PTIN |
| Phone | 7036422700 | PhoneNum |
| Preparation | 2019-10-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-17 | IPDt |
| IP Tm | 11:04:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97B9E9742BF35EABA282AB02EC224579790936D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1BB2FBCF968373F51716BC837FE9CA1F6820BD54 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert C McIntyre | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7210 Braddock Road | AddressLine1Txt |
| City | Annandale | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,485,174 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oakwoodschool.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Oakwood Schools provides a multisensory educational program in which students with learning differences are guided to achieve their unique academic and social potential in a nurturing community environment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $279,970 | PYContributionsGrantsAmt |
| CY Contributions Grants | $750,383 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,346,071 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,167,037 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,562 | PYInvestmentIncomeAmt |
| CY Investment Income | $346,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,289 | PYOtherRevenueAmt |
| CY Other Revenue | $7,409 | CYOtherRevenueAmt |
| PY Total Revenue | $4,769,892 | PYTotalRevenueAmt |
| CY Total Revenue | $5,271,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $181,805 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $165,050 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,250,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,151,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $136,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $204,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $332,691 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $759,294 | PYOtherExpensesAmt |
| CY Other Expenses | $713,563 | CYOtherExpensesAmt |
| PY Total Expenses | $4,328,081 | PYTotalExpensesAmt |
| CY Total Expenses | $4,234,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $441,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,037,637 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,621,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,815,780 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,773,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,541,410 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,847,426 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,274,370 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Oakwood School provides a multisensory educational program in which students with learning differences are guided to achieve their unique academic and social potential in a nurturing community environment. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,326,800 | ExpenseAmt |
| Grant | $165,050 | GrantAmt |
| Revenue | $4,168,362 | RevenueAmt |
| Desc | Operate an organization for education, consulting, and counseling services. The organization operates a school through the 8th grade for more than 100 children with learning differences as well as a learning center for English as a second language. | Desc |
| Total Program Service Expenses | $3,326,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oakwood Services International Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039415788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7210 Braddock Road | AddressLine1Txt |
| City | Annandale | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Stacy Ard | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| D Mark McIntyre | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Cole A Holman | |||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| G Fred Payne | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert C McIntyre | |||||||
| President | 40.00 | Yes (X) | $133,005 | $0 | -$7,499 | Yes (X) | |
| Michael Lane McIntyre | |||||||
| Head of School | 40.00 | $121,326 | $0 | $73,757 | Yes (X) | ||
| Mary McIntyre | |||||||
| Executive Secretary | 40.00 | $100,745 | $0 | -$7,499 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $355,076 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,759 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Community Counseling Service Co LLC | |||||
| PO Box 824885 | Philadelphia | PA | 19182 | Fundraising Services | $340,000 |
| GBR Architects LLC | |||||
| 500 Montgomery Street Suite 200 | Alexandria | VA | 22314 | Architect | $256,142 |
| McLean Speech and Language | |||||
| 6845 Elm Street 440 | McLean | VA | 22101 | Language Services | $112,455 |
| Skill to Grow On LLC | |||||
| 2525 Swift Run Street | Vienna | VA | 22180 | Therapy Services | $106,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $750,383 | AllOtherContributionsAmt |
| Noncash Contributions | $55,295 | NoncashContributionsAmt |
| Total Contributions | $750,383 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition | 611710 | $3,646,668 | $3,646,668 |
| Speech therapy | 611710 | $138,118 | $138,118 |
| Occupational therapy | 611710 | $115,787 | $115,787 |
| Extended academic prog | 611710 | $72,803 | $72,803 |
| Summer camp | 611710 | $52,472 | $52,472 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,189 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,167,037 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,525 | TotalRevenueColumnAmt |
| Exclusion | $223,525 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,084 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,084 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,084 | TotalRevenueColumnAmt |
| Exclusion | $6,084 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $336,820 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $213,527 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,293 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,293 | TotalRevenueColumnAmt |
| Exclusion | $123,293 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,325 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,325 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,271,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,168,362 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $352,902 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,050 | TotalAmt |
| Program Services | $165,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,616 | TotalAmt |
| Program Services | $142,822 | ProgramServicesAmt |
| Management And General | $117,166 | ManagementAndGeneralAmt |
| Fundraising | $11,628 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,496,181 | TotalAmt |
| Program Services | $2,206,478 | ProgramServicesAmt |
| Management And General | $227,339 | ManagementAndGeneralAmt |
| Fundraising | $62,364 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,691 | TotalAmt |
| Program Services | $48,323 | ProgramServicesAmt |
| Management And General | $2,496 | ManagementAndGeneralAmt |
| Fundraising | $1,872 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,996 | TotalAmt |
| Program Services | $103,560 | ProgramServicesAmt |
| Management And General | $18,335 | ManagementAndGeneralAmt |
| Fundraising | $101 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,913 | TotalAmt |
| Program Services | $182,616 | ProgramServicesAmt |
| Management And General | $20,652 | ManagementAndGeneralAmt |
| Fundraising | $5,645 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,000 | TotalAmt |
| Fundraising | $204,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,865 | TotalAmt |
| Management And General | $20,865 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,215 | TotalAmt |
| Program Services | $234,109 | ProgramServicesAmt |
| Management And General | $16,476 | ManagementAndGeneralAmt |
| Fundraising | $630 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,432 | TotalAmt |
| Program Services | $7,806 | ProgramServicesAmt |
| Management And General | $1,529 | ManagementAndGeneralAmt |
| Fundraising | $8,097 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,837 | TotalAmt |
| Management And General | $11,837 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,189 | TotalAmt |
| Program Services | $37,039 | ProgramServicesAmt |
| Management And General | $1,424 | ManagementAndGeneralAmt |
| Fundraising | $18,726 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,820 | TotalAmt |
| Program Services | $23,368 | ProgramServicesAmt |
| Management And General | $7,180 | ManagementAndGeneralAmt |
| Fundraising | $272 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,211 | TotalAmt |
| Program Services | $836 | ProgramServicesAmt |
| Management And General | $3,258 | ManagementAndGeneralAmt |
| Fundraising | $1,117 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,420 | TotalAmt |
| Management And General | $11,878 | ManagementAndGeneralAmt |
| Fundraising | $9,542 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,457 | TotalAmt |
| Program Services | $82,953 | ProgramServicesAmt |
| Management And General | $12,539 | ManagementAndGeneralAmt |
| Fundraising | $965 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,467 | TotalAmt |
| Program Services | $3,608 | ProgramServicesAmt |
| Management And General | $23,817 | ManagementAndGeneralAmt |
| Fundraising | $42 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Materials and supplies | $56,727 | $34,209 | $15,608 | $6,910 |
| Special programs and as | $35,593 | $35,593 | $0 | $0 |
| Repairs and maintenance | $35,409 | $26,296 | $8,870 | $243 |
| Staff development | $32,596 | $32,538 | $54 | $4 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,325 | TotalAmt |
| Program Services | -$40,404 | ProgramServicesAmt |
| Management And General | $53,196 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,234,010 | TotalAmt |
| Program Services | $3,326,800 | ProgramServicesAmt |
| Management And General | $574,519 | ManagementAndGeneralAmt |
| Fundraising | $332,691 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,096,202 | BOYAmt |
| EOY | $1,975,088 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,497 | BOYAmt |
| EOY | $420,573 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,251 | BOYAmt |
| EOY | $490,041 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,197 | BOYAmt |
| EOY | $4,952 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,435 | BOYAmt |
| EOY | $45,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,236,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,699,781 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,762,228 | BOYAmt |
| EOY | $2,536,625 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,119,433 | BOYAmt |
| EOY | $10,759,342 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,893 | BOYAmt |
| EOY | $1,583,933 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,621,136 | BOYAmt |
| EOY | $17,815,780 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,151 | BOYAmt |
| EOY | $426,557 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,492,666 | BOYAmt |
| EOY | $2,530,920 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,893 | BOYAmt |
| EOY | $1,583,933 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,710 | BOYAmt |
| EOY | $4,541,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,845,426 | BOYAmt |
| EOY | $12,954,599 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $319,771 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,847,426 | BOYAmt |
| EOY | $13,274,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,621,136 | BOYAmt |
| EOY | $17,815,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,037,637 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $389,307 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $781,031 | OtherCostOrOtherBasisAmt |
| Book Value | $781,031 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,733,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,407,772 | DepreciationAmt |
| Book Value | $1,325,502 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $432,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $292,009 | DepreciationAmt |
| Book Value | $140,837 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,255 | OtherCostOrOtherBasisAmt |
| Book Value | $289,255 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,536,625 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments, deferred compensation | Desc |
| Book Value | $1,583,933 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,583,933 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred compensation | Desc |
| Amt | $1,583,933 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,583,933 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,640,089 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $389,307 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $389,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,250,782 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,865 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,865 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,271,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,213,145 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,213,145 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,865 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $20,865 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,234,010 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The following was disclosed related to uncertain tax positions in the financial statements. The School is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. Oakwood Stewardship, LLC and Regent Services, LLC are disregarded entities for income tax purposes. As a result, all activity is reported on the School's Form 990 and qualifies for tax exemption under the School. For the year ended June 30, 2019, the School did not have any unrelated business income subject to income taxes. Accordingly, no provision for income taxes has been included in these financial statements. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The School's nondiscriminatory policy is published in the Washington Post during the registration period as part of a notice listing all the members of the Independent Education association. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCS Fundraising | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 East Pratt Street Suite 2118 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Professional capital campaign services | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $230,933 | GrossReceiptsAmt |
| Retained By Contractor | $204,000 | RetainedByContractorAmt |
| Net To Organization | $26,933 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $230,933 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $204,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $26,933 | TotalNetToOrganizationAmt |
| Licensed States | VA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | Professional capital campaign services in connection with capital campaign. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Tuition Assistance | GrantTypeTxt |
| Recipient | 14 | RecipientCnt |
| Non Cash Assistance | $165,050 | NonCashAssistanceAmt |
| Valuation Method Used | Offset of total tuitions due for the year | ValuationMethodUsedDesc |
| Non Cash Assistance | Tuition assistance granted for 2018-2019 school year. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Student financial aid is given on basis of need to help offset the total tuitions due for the year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Lane McIntyre | PersonNm |
| Title | Head of School | TitleTxt |
| Base Compensation Filing Org | $114,126 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $7,200 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $71,757 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $195,083 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Robert McIntyre participates in and was allocated ($82,966) of change in investment value related to a supplemental non-qualified retirement plan. Mary McIntyre participates in and was allocated allocated ($82,966) of change in investment value related to a supplemental non-qualified retirement plan. |
| Part I, Line 7 | Non-fixed payments totalling $7,200 were paid to Michael Lane McIntyre as part of a program to recognize the additional outstanding work of employees on the staff who have performed their jobs in excess of their written job descriptions. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Michael Lane McIntyre | |||
| Individual Family Member | $195,084 | Salary and Benefits - Michael Lane McIntyre is a paid employee (non-highly officer) who has two immediate family members on the Board of Directors. | 0 |
| Mary McIntyre | |||
| Individual Family Member | $93,246 | Salary and Benefits - Mary McIntyre is a paid employee (highly compensated) who has two immediate family members on the Board of Directors. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,295 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Publicly traded value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Number of individuals contributing securities | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | David Mark McIntyre (board member) is the son of Robert McIntyre (chairman of the board). |
| Form 990, Part VI, Section B, line 11b | After preparation of the Form 990, it is circulated to members of the audit review committee of the board of directors. Members of the committee have seven days to comment in writing to the chief executive officer. If any of the comments require further revision of the Form 990, those revisions are made by the CPA firm that prepares the return. The Form 990 is reviewed by members of the organization's management and is read by the chief executive officer before signing. |
| Form 990, Part VI, Section B, line 12c | Persons covered by this policy annually disclose to the Chairman of the Board their interest that could give rise to conflicts of interest. For each interest disclosed the chairman decides any action or disclosure that is required. The Chief Employed Executive and Chief Finance Executive monitor proposed or ongoing transactions for conflicts and disclose them to the Chairman for review. |
| Form 990, Part VI, Section B, line 15a | Compensation for the CEO is reviewed for comparability by a compensation committee of the board using annual compensation statistics provided by professional organizations. |
| Form 990, Part VI, Section C, line 19 | If the governing documents, financial statements, or policies of our organization are subject to the Federal public disclosure rules (or state public disclosure rules), these documents will be made available upon request as applicable law may require. Otherwise, the governing documents, financial statements, and/or policies will be provided to the public at the discretion of management. |
| Form 990, Part XI, line 2c | The finance committee assumes responsibility for oversight of the audit and selection of an independent accountant. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| Oakwood Stewardship LLC | ||||||||
| 7210 Braddock Road | Annandale | VA | 22003 | Hold and manage assets benefiting educational and charitable activities. | VA | $421,816 | $11,140,603 | Oakwood Services International Inc |
| Regent Services LLC | ||||||||
| 7210 Braddock Road | Annandale | VA | 22003 | Hold and manage real property held for future operations | VA | $5 | $1,009,492 | Oakwood Services International Inc |