2015-03-23T13:27:41-05:00 2014-08-31 752393478 WHITLEY PENN LLP 1400 WEST 7TH STREET STE 400 FT WORTH TX 76102 990 2013-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 KATHY GAMILL CPA CFO DIRECTOR 8174514994 2015-03-06 1 ANA COSCIA P00989320 8172599100 2013 2016-02-25 16:41:14Z KATHY GAMILL CPA CFO 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 17802583 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. 22 22 221 400 0 0 1587752 931257 14740522 15554839 4685 8589 763797 704106 17096756 17198791 1793907 1981954 0 0 9341383 9720442 0 0 653299 4922055 5432680 16057345 17135076 1039411 63715 21252225 22001281 13582417 14245304 7669808 7755977 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 15496542 1981954 15801656 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 2013-2014 SCHOOL YEAR WAS 871 STUDENTS. THE CLASS OF 2014 GRADUATED 80 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $9.02 MILLION. 15496542 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 41 0 1 221 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 STEVE WALL HEAD OF EXECUTIVE COMMITTE 2.00 X 0 0 0 BRUCE ASHWORTH DIRECTOR 2.00 X 0 0 0 DON STARNES HEAD OF PERSONNEL COMMITTE 2.00 X 0 0 0 DR RICHARD ENOS HEAD OF EDUCATION AND TECHNOLOGY COMMITTEE 2.00 X 0 0 0 JOHN KACINSKI DIRECTOR 2.00 X 0 0 0 CHRIS BUCKALEW DIRECTOR 2.00 X 0 0 0 STEVE CRUDUP HEAD OF REGENTS COMMITTEE 2.00 X 0 0 0 KAY DUGGAN DIRECTOR 2.00 X 0 0 0 DON DUKE DIRECTOR 2.00 X 0 0 0 BRENDA GOODEN DIRECTOR 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 MIKE MCWITHEY HEAD OF BUILDINGS/GROUNDS 2.00 X 0 0 0 DR SCOTT MORSE DIRECTOR 2.00 X 0 0 0 NANCY O'SHEA DIRECTOR 2.00 X 0 0 0 DANA QUEENAN HEAD OF FINANCE COMMITTEE 2.00 X 0 0 0 CHUCK REYNOLDS CHAIRMAN OF THE BOARD 2.00 X 0 0 0 CURT VON DER AHE DIRECTOR 2.00 X 0 0 0 RICHARD LOWE DIRECTOR 2.00 X 0 0 0 TRENT GLASER HEAD OF DEVELOPMENT COMMIT 2.00 X 0 0 0 KIM CALLANAN HEAD OF DEVELOPMENT COMMITTEE 2.00 X 0 0 0 JIM HADDOCK DIRECTOR 2.00 X 0 0 0 CHARLES PIERSON DIRECTOR 2.00 X 0 0 0 KELLY BROADUS PARENTS CLUB LIASON 2.00 X 0 0 0 JONATHAN KELLAM HEADMASTER 55.00 X 212024 0 68986 ANDY BROADUS PRESIDENT 40.00 X 133572 0 15437 KATHY GAMILL CHIEF FINANCIAL OFFICER 50.00 X 153391 0 19784 MIKE COBB DIVISION HEAD OF THE MIDDLE SCHOOL 40.00 X 101337 0 20325 600324 0 124532 4 0 1 0 CPS CIVIL 1215 CREST LANE DR DUNCANVILLE TX 75137 GC FOR NEW STADIUM & INFRASTRUCTURE 469084 NELLY'S JANITORIAL PROFESSIONAL SERVICE PO BOX 48294 WATAUGA TX 76148 JANITORIAL SERVICES 290651 SCHMOLDT CONSTRUCTION 5797 CR 126 STEA CELINA TX 75009 GC FOR NEW CONCESSION/RESTROOM FACILITY 147119 TURF AND SOIL 1023 HORSE CREEK ROAD SUITE 1 CROWLEY TX 76036 LANDSCAPING SERVICES 137111 4 931257 931257 TUITION AND FEES 900099 15554839 15554839 15554839 8589 8589 185890 185890 13333 0 13333 13333 13333 242320 242320 0 594218 342072 252146 252146 25320 19400 5920 5920 OTHER INCOME 900099 246817 246817 246817 17198791 15801656 0 465878 1981954 1981954 521738 182608 260869 78261 7625046 7320044 142970 162032 313817 279297 21967 12553 667739 614320 33387 20032 592102 532892 35526 23684 91582 91582 4690 4690 40406 40406 494913 420676 49491 24746 235058 199799 23506 11753 616713 524206 61671 30836 168552 144955 20226 3371 51635 46471 2582 2582 190562 190562 1427796 1427796 182907 148155 25607 9145 REPAIRS AND MAINTENANCE 652448 554581 65245 32622 ATHLETICS 359228 359228 CLEANING SERVICE 282631 240236 28263 14132 FUNDRAISING EXPENSE 224964 224964 408595 328762 77247 2586 17135076 15496542 985235 653299 1839045 2638456 768920 667132 1123327 711481 261453 323423 102796 139043 28836616 12021005 16463562 16815611 481946 544006 50238 50440 16603 6139 144335 105550 21252225 22001281 1312146 1425970 8120760 8255099 4149511 4564235 13582417 14245304 X 7331365 7376949 183807 224392 154636 154636 7669808 7755977 21252225 22001281 63715 3054 19400 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154636 154636 212533 10550 68447 154636 194348 18185 212533 179761 14587 194348 154014 37061 -11314 179761 0.00000 1.00000 0.00000 0 0 3800578 3800578 15393593 8579823 6813770 5950065 1782148 4167917 3028600 1267885 1760715 663780 391149 272631 16815611 X 15216731 3054 19400 -1981954 -1959500 17176231 4690 17870 22560 17198791 15130562 -17870 -17870 15148432 4690 1981954 1986644 17135076 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 FOLLOWS THE GUIDANCE UNDER FASB ASC TOPIC NO. 740, INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN IN 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 AND AS OF AUGUST 31, 2014, THE SCHOOL'S TAX RETURNS RELATED TO THE YEARS ENDED AUGUST 31, 2011 THROUGH 2013 REMAIN OPEN TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE; HOWEVER NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS -1,981,954. PART XI, LINE 4B - OTHER ADJUSTMENTS: YEARBOOK ADVERTISING REVENUE 17,870. PART XII, LINE 2D - OTHER ADJUSTMENTS: YEARBOOK ADVERTISING REVENUE -17,870. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 1,981,954. 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 FOR SOLICITATION OF STUDENT ENROLLMENT. SUPER SUPPER AND AUCTION 342628 342628 480 97420 10500 58129 MAGAZINE SALES 59386 59386 17390 8 192204 192204 158153 594218 594218 480 97420 10500 233672 342072 252146 25320 19400 1 1.00000 25320 19400 19400 5920 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFFLE PRIZES PER CALENDAR YEAR. 0 0 0 1.00000 KATHY GAMILL 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 0 KIM WELCH AND MICHAEL TINCUP GAMING MANAGERS WERE VOLUNTEERS, NOT EMPLOYEES OF THE ORGANIZATION. 0 1 FINANCIAL AID TO STUDENTS 174 0 1959561 FMV TUITION ASSISTANCE SCHOLARSHIP 6 0 22393 FMV SCHOLARSHIPS PROVIDED TO 6 STUDENTS PART I, LINE 2: THE SCHOOL'S FINANCIAL AID COMMITTEE IS COMPRISED OF FOUR MEMBERS: HEADMASTER, 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 HEADMASTER 199525 0 0 0 12499 0 10230 0 58756 0 281010 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 140291 0 5000 0 8100 0 7340 0 12444 0 173175 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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: FORM 990, PART XI, 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.