2025-02-22T16:36:14+00:00 2024-08-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-09-01 352089006 OAK FARM SCHOOL INC OAKF 2608974270 502 LEMPER ROAD AVILLA IN 46710 LAUREN MOYER CHIEF FINANCIAL OFFICER 2608974270 2025-02-22 true true Anne White P01708202 2604604000 2025-02-22 2023 2025-03-06 01:10:19Z OAK FARM MONTESSORI SCHOOL ERICA DEKKO PO BOX 696 KENDALLVILLE IN 46755 25097942 false X WWW.OAKFARM.ORG X 1999 IN OAK FARM SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL MONTESSORI DAY SCHOOL FOR STUDENTS IN EARLY CHILDHOOD THROUGH GRADE 12. 5 5 136 275 0 0 10047865 10240636 3660639 4300926 101296 433280 6038 5378 13815838 14980220 1289997 1525842 0 0 3960389 4322705 0 0 40810 2341715 2570625 7592101 8419172 6223737 6561048 37574890 46472189 3149820 5193656 34425070 41278533 OAK FARM MONTESSORI SCHOOL'S MISSION IS TO PROVIDE A MONTESSORI ENVIRONMENT THAT INSPIRES STUDENTS TO REACH THEIR POTENTIAL THROUGH MEANINGFUL WORK. OAK FARM PROVIDES AN EDUCATIONAL APPROACH THAT FREES THE CHILD'S POTENTIAL FOR SELF-DEVELOPMENT. THIS EDUCATIONAL APPROACH ALSO GUIDES EACH CHILD ACCORDING TO INDIVIDUAL CAPACITY AND NEED, PERMITTING SELF DEVELOPMENT AT A NATURAL PACE. false false 7029029 1525842 4304980 OAK FARM OFFERS MONTESSORI EDUCATION FOR CHILDREN AGED 6 WEEKS TO 12TH GRADE. ENROLLMENT FOR THE 2023-2024 YEAR WAS 394. OAK FARM IS COMMITTED TO TEACHING STUDENTS THE SKILLS THEY WILL NEED TO SUCCEED IN THE REAL WORLD AND ENABLE THEM TO ADAPT TO AN EVER-CHANGING SOCIETY. 7029029 true true false false false false false false false true false false false true false false false true false false false false false true false false false true true false false false false true false false false true false false false false false false false false true 20 0 true 136 true false false false false false false false false false false false false X 5 5 true false false false false false false true false false false true true true true true true true false false IN X LAUREN MOYER 2608974270 502 LEMPER ROAD AVILLA IN 46710 Casey Weimer Board Secretary 1.0 0.0 X X 0 0 0 Erica Dekko Board President 1.0 0.0 X X 0 0 0 Michael Axel Board Vice President 1.0 0.0 X X 0 0 0 Olivia Salsbery Board Member 1.0 0.0 X 0 0 0 Trisha Paul Board Member 1.0 0.0 X 0 0 0 Candice Holbrook Head of School 40.0 0.0 X 146301 0 10528 Lauren Moyer Chief Financial Officer 40.0 0.0 X 70716 0 22973 217017 0 33501 1 false true false 0 248932 9991704 7280640 10240636 TUITION 611710 3999403 3999403 REGISTRATION FEES 611710 136205 136205 LUNCH PROGRAM 611710 108784 108784 TUTORING FEES 611710 29630 29630 MISCELLANEOUS INCOME 611710 26904 26904 0 0 0 0 4300926 269446 269446 0 0 10195394 10031560 163834 0 163834 163834 58391 248932 57067 1324 1324 33149 29095 4054 4054 0 0 0 0 0 14980220 4304980 0 434604 0 0 1525842 1525842 0 0 0 0 243958 182969 60989 0 0 0 3532583 2809590 722993 0 15618 11901 3717 0 261793 199492 62301 0 268753 204796 63957 0 0 0 0 0 5318 0 5318 0 28825 0 28825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35925 27376 8549 0 90348 41599 48749 0 45739 34854 10885 0 0 0 0 0 559169 483315 75854 0 16428 14785 1643 0 0 0 0 0 13532 13532 0 0 641 0 641 0 0 0 0 0 955047 727767 227280 0 101952 77690 24262 0 Curriculum & classroom supplies 609472 609472 Teacher training and professional development 48382 48382 Fundraising expenses 40810 40810 Other classroom support 7891 7891 11146 7776 3370 0 8419172 7029029 1349333 40810 178674 303157 37873 109507 10014121 10597112 6531 34100 0 0 0 60405 122167 39589863 8462363 24089844 31127500 3187442 4178646 0 0 0 0 37574890 46472189 208858 196415 1086014 1460805 0 1854948 3536436 3149820 5193656 X 28175016 35028481 6250054 6250052 34425070 41278533 37574890 46472189 6561048 292415 0 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1938575 1938575 29359712 6070844 23288868 1727168 821339 905829 6564408 1570180 4994228 31127500 LINE OF CREDIT 3536436 3536436 true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED VIA A STATEMENT ON THE SCHOOL'S MARKETING BROCHURES AND WEBSITE. TALL OAK GALA 307323 248932 58391 0 0 21205 15334 1650 18878 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 307323 248932 58391 0 0 21205 15334 1650 18878 57067 1324 true Tuition Assistance 137 695410 Family/Sibling Discounts 134 181791 Employee tuition discount 83 648641 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. TUITION GRANTS ARE AWARDED BASED UPON FINANCIAL NEED. GRANTS ARE CREDITED DIRECTLY TO THE FAMILY'S ACCOUNT. DISCOUNTS ARE AVAILABLE TO FAMILIES WITH MULTIPLE CHILDREN ATTENDING THE SCHOOL, EMPLOYEES OF OAK FARM, AND FAMILIES PAYING TUITION ANNUALLY. THESE DISCOUNTS ARE APPLIED AS A REDUCTION IN TUITION. X true true X X X false false false false false false false false false Candice Holbrook Head of School 138305 0 0 0 7996 0 0 0 10528 0 156829 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Gross up on long-term disability insurance premiums. NA NA 8895 TUITION DISCOUNT EDUCATIONAL X 5 7280640 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - COLUMN B REFERS TO THE NUMBER OF CONTRIBUTORS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Erica Dekko and Olivia Salsbery - Family relationship, Erica Dekko and Michael Axel - Business relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THE COMMITTEES ARE NOT AUTHORIZED TO ACT ON BEHALF OF THE BOARD. THEY ARE ADVISORY COMMITTEES ONLY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE CHIEF FINANCIAL OFFICER AND AN INDEPENDENT CPA FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM 990 IS SUPPLIED TO THE BOARD AND THEY ARE GIVEN THREE WEEKS TO REVIEW THE FORM. AFTER THE BOARD APPROVES THE RETURN, IT IS SUBMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS SENT TO BOARD MEMBERS. THE CHIEF FINANCIAL OFFICER REVIEWS THE ANNUAL BOARD OF DIRECTORS QUESTIONNAIRES AND CONTACTS THE BOARD PRESIDENT IF THERE ARE ANY ISSUES WITH THE RESPONSES. MATERIALITY AND THE MANNER OF DEALING WITH THE CONFLICT ARE DETERMINED BY THE PRESIDENT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMPENSATION POLICY INCLUDES A COMPARABILITY STUDY, INCLUDING INFORMATION FROM PUBLIC AND PRIVATE SCHOOLS AND REVIEWING THE CURRENT SALARY TRENDS IN MONTESSORI SCHOOLS AND OTHER INDEPENDENT SCHOOLS. THE REVIEW IS PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.