2019-10-24T07:47:59-05:00 2019-06-30 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2018-07-01 540898129 Oakwood Services International Inc OAKW 7039415788 7210 Braddock Road Annandale VA 22003 Robert C McIntyre President 7039415788 2019-10-17 1 Jennifer S Manster CPA P01383338 7036422700 2019-10-17 64.88.174.3 2019-10-17 11:04:59 ED P 97B9E9742BF35EABA282AB02EC224579790936D2 1BB2FBCF968373F51716BC837FE9CA1F6820BD54 2018 2019-02-21 02:37:17Z Robert C McIntyre 7210 Braddock Road Annandale VA 22003 5485174 0 X www.oakwoodschool.com X 1971 VA 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. 5 3 45 0 0 0 279970 750383 4346071 4167037 133562 346818 10289 7409 4769892 5271647 181805 165050 0 0 3250982 3151397 136000 204000 332691 759294 713563 4328081 4234010 441811 1037637 16621136 17815780 4773710 4541410 11847426 13274370 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. 0 0 3326800 165050 4168362 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. 3326800 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 30 0 1 45 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Oakwood Services International Inc 7039415788 7210 Braddock Road Annandale VA 22003 Stacy Ard Director 2.00 X 0 0 0 D Mark McIntyre Director 2.00 X 0 0 0 Cole A Holman Secretary 2.00 X X 0 0 0 G Fred Payne Director 2.00 X 0 0 0 Robert C McIntyre President 40.00 X X 133005 0 -7499 Michael Lane McIntyre Head of School 40.00 X 121326 0 73757 Mary McIntyre Executive Secretary 40.00 X 100745 0 -7499 355076 0 58759 3 0 1 0 Community Counseling Service Co LLC PO Box 824885 Philadelphia PA 19182 Fundraising Services 340000 GBR Architects LLC 500 Montgomery Street Suite 200 Alexandria VA 22314 Architect 256142 McLean Speech and Language 6845 Elm Street 440 McLean VA 22101 Language Services 112455 Skill to Grow On LLC 2525 Swift Run Street Vienna VA 22180 Therapy Services 106980 4 750383 55295 750383 Tuition 611710 3646668 3646668 Speech therapy 611710 138118 138118 Occupational therapy 611710 115787 115787 Extended academic prog 611710 72803 72803 Summer camp 611710 52472 52472 141189 141189 4167037 223525 223525 6084 0 6084 6084 6084 336820 213527 123293 123293 123293 Miscellaneous income 900099 1325 1325 1325 5271647 4168362 0 352902 165050 165050 271616 142822 117166 11628 2496181 2206478 227339 62364 52691 48323 2496 1872 121996 103560 18335 101 208913 182616 20652 5645 204000 204000 20865 20865 251215 234109 16476 630 17432 7806 1529 8097 11837 11837 57189 37039 1424 18726 30820 23368 7180 272 5211 836 3258 1117 21420 11878 9542 96457 82953 12539 965 27467 3608 23817 42 Materials and supplies 56727 34209 15608 6910 Special programs and as 35593 35593 0 0 Repairs and maintenance 35409 26296 8870 243 Staff development 32596 32538 54 4 13325 -40404 53196 533 4234010 3326800 574519 332691 2096202 1975088 635497 420573 180251 490041 17197 4952 60435 45226 4236406 1699781 1762228 2536625 10119433 10759342 1749893 1583933 16621136 17815780 531151 426557 2492666 2530920 1749893 1583933 4773710 4541410 X 11845426 12954599 2000 319771 11847426 13274370 16621136 17815780 1037637 389307 0 X X 0 1 X 1 0 X 781031 781031 2733274 1407772 1325502 432846 292009 140837 289255 289255 2536625 Investments, deferred compensation 1583933 F 1583933 Deferred compensation 1583933 1583933 X 5640089 389307 389307 5250782 20865 20865 5271647 4213145 0 4213145 20865 20865 4234010 Part X, Line 2: 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 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. X X X X X X 1 CCS Fundraising 100 East Pratt Street Suite 2118 Baltimore MD 21202 Professional capital campaign services 0 230933 204000 26933 230933 204000 26933 VA Schedule G, Part I, Line 2b, Column (v) Professional capital campaign services in connection with capital campaign. 1 Tuition Assistance 14 165050 Offset of total tuitions due for the year Tuition assistance granted for 2018-2019 school year. Part I, Line 2: Student financial aid is given on basis of need to help offset the total tuitions due for the year. X X X 0 1 0 0 0 0 0 1 0 Michael Lane McIntyre Head of School 114126 0 7200 0 0 0 2000 0 71757 0 195083 0 0 0 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. Michael Lane McIntyre Individual Family Member 195084 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 93246 Salary and Benefits - Mary McIntyre is a paid employee (highly compensated) who has two immediate family members on the Board of Directors. 0 X 2 55295 Publicly traded value 0 0 0 Part I, Column (b): Number of individuals contributing securities 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. Oakwood Stewardship LLC 7210 Braddock Road Annandale VA 22003 Hold and manage assets benefiting educational and charitable activities. VA 421816 11140603 Oakwood Services International Inc Regent Services LLC 7210 Braddock Road Annandale VA 22003 Hold and manage real property held for future operations VA 5 1009492 Oakwood Services International Inc