2024-04-25T08:54:01-05:00 2023-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2022-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 W PIONEER PKWY ARLINGTON TX 76013 KATHY GAMILL CPA CFO DIRECTOR 8174514994 2024-04-24 1 KATHY GAMILL CPA CFO 999009999 1 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY GAMILL CPA CFO 5900 W PIONEER PKWY ARLINGTON TX 76013 19569309 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 18 198 150 0 0 781246 1220989 15297835 17344709 39287 48423 588338 619211 16706706 19233332 2977683 3167439 0 0 10030364 10720960 0 0 598779 5437639 5705022 18445686 19593421 -1738980 -360089 17930441 17568038 11314461 11163620 6615980 6404418 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 16108979 3167439 17538214 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 2022-2023 SCHOOL YEAR WAS 680 STUDENTS. THE CLASS OF 2023 GRADUATED 72 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $10 MILLION. 16108979 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 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 198 1 0 0 0 0 0 1 1 0 0 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 CHARLES PIERSON CHAIRMAN 4.00 X 0 0 0 KEITH BIRD ASSOCIATE REGENTS 2.00 X 0 0 0 KELLY BROADUS EDUCATION AND TECHNOLOGY CHAIR 2.00 X 0 0 0 DON DUKE PERSONNEL CHAIR 2.00 X 0 0 0 DR RICH ENOS DIRECTOR 2.00 X 0 0 0 JIM HADDOCK EXECUTIVE COMMITTEE CHAIR 2.00 X 0 0 0 CATHY HANDY DIRECTOR 2.00 X 0 0 0 MICHAEL HEISKELL DIRECTOR 2.00 X 0 0 0 DR JENNIFER HERNANDEZ ASSOCIATE REGENTS 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 MARK JONES ENDOWMENT CHAIR 2.00 X 0 0 0 LARRAINE LAROVERE DEVELOPMENT CHAIR 2.00 X 0 0 0 DR VICTORIA MYERS DIRECTOR 2.00 X 0 0 0 NANCY O'SHEA LIFETIME REGENT 2.00 X 0 0 0 JOHN PETERSEN DIRECTOR 2.00 X 0 0 0 DANA QUEENAN COMMITTEE ON REGENTS CHAIR 2.00 X 0 0 0 RON WIDUP FINANCE CHAIR 2.00 X 0 0 0 MATT WORTHINGTON BUILDINGS AND GROUNDS CHAIR 2.00 X 0 0 0 JONATHAN KELLAM HEAD OF SCHOOL - PARTIAL YEAR 55.00 X 217042 0 21648 KATHY GAMILL CHIEF FINANCIAL OFFICER 50.00 X 207141 0 21426 MICHELLE VAUGHN DIRECTOR OF TECHNOLOGY AND MODERN LEARNING 45.00 X 105058 0 12777 MATTHEW BURGY HEAD OF SCHOOL - PARTIAL YEAR 55.00 X 167123 0 25524 BRITT ROBINSON MIDDLE SCHOOL DIVISION HEA 45.00 X 125987 0 66251 JAMES ANDERSEN DIVISION HEAD OF THE UPPER 45.00 X 111456 0 13262 SARAH SCHECTER DIVISION HEAD OF THE LOWER 45.00 X 113835 0 12908 SHAWN MEADOWS ATHLETIC DIRECTOR 45.00 X 123299 0 13608 1170941 0 187404 8 0 1 0 NELLY'S JANITORIAL PROFESSIONAL SERVICES 625 WOLLFORD WAY FORT WORTH TX 76131 JANITORIAL SERVICES 355473 TURF AND SOIL 4531 S I35W ALVARADO TX 76009 LANDSCAPING SERVICES 267377 ARMANDO GOROSTIETA 4601 STADIUM DR FORT WORTH TX 76133 LANDSCAPING SERVICES 212458 3 1220989 1220989 TUITION AND FEES 611110 17344709 17344709 17344709 70025 70025 44130 44130 13333 0 13333 13333 13333 21602 -21602 -21602 -21602 672218 314375 357843 357843 10400 0 10400 10400 OTHER INCOME 611600 193505 193505 193505 19233332 17538214 0 474129 3167439 3167439 607014 538952 46413 21649 8461360 7512621 646960 301779 310225 275441 23720 11064 675808 600032 51673 24103 666553 591815 50965 23773 111966 111966 85131 85131 342749 240742 102007 262085 13798 248287 797331 292154 505177 164453 21908 142545 43659 23041 20618 140778 140778 1241896 1200657 41239 319943 281605 9772 28566 REPAIRS AND MAINTENANCE 887653 591097 296556 CLEANING SERVICES 422617 161359 261258 ATHLETICS 362737 362737 MISCELLANEOUS 259895 203071 38161 18663 262129 30510 62437 169182 19593421 16108979 2885663 598779 1873849 1730509 128750 173107 201118 107342 230334 331526 174085 260765 33620229 21323201 13204986 12297028 2008958 2222586 0 271971 108361 173204 17930441 17568038 845366 955085 7342851 7478636 3126244 2729899 11314461 11163620 X 5548035 5325299 1067945 1079119 6615980 6404418 17930441 17568038 -360089 148527 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 815454 71244 -7060 893758 880305 11330 -113745 -37564 815454 246054 63195 144763 70414 -496707 880305 243282 2772 246054 181636 61646 243282 1.00000 0 0 3800578 3800578 16867405 12462647 4404758 9210052 5876440 3333612 2911403 2175129 736274 830791 808985 21806 12297028 X 16214420 148527 148527 16065893 3167439 3167439 19233332 16425982 0 16425982 3167439 3167439 19593421 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. GAAP 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, AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 3,167,439. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 3,167,439. 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 ADS AND BROADCAST MEDIA FOR SOLICITATION OF STUDENT ENROLLMENT. SUPER SUPPER AND AUCTION 350397 350397 17163 6174 68881 15720 22519 GIFT SHOP 183694 183694 105717 6 138127 138127 25233 9376 43592 672218 672218 17163 31407 78257 15720 171828 314375 357843 10400 1 1.00000 10400 10400 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFLE PRIZES PER CALENDAR YEAR. 0 0 0 1.00000 LAUREN MATOCHA 5900 W PIONEER PKWY ARLINGTON TX 76013 0 LAUREN MATOCHA LAUREN WAS NOT COMPENSATED FOR HER TIME AS THE GAMING MANAGER. X 0 1 FINANCIAL AID TO STUDENTS 215 2292060 FMV TUITION ASSISTANCE SCHOLARSHIP 6 23800 FMV SCHOLARSHIPS PROVIDED TO 6 STUDENTS PART I, LINE 2: THE SCHOOL'S FINANCIAL AID COMMITTEE IS COMPRISED OF THREE MEMBERS: HEAD OF SCHOOL, CFO, AND 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 - PARTIAL YEAR 178772 0 30000 0 8270 0 3874 0 17774 0 238690 0 0 0 KATHY GAMILL CHIEF FINANCIAL OFFICER 193041 0 6000 0 8100 0 9894 0 11532 0 228567 0 0 0 MATTHEW BURGY HEAD OF SCHOOL - PARTIAL YEAR 154785 0 0 0 12338 0 7750 0 17774 0 192647 0 0 0 BRITT ROBINSON MIDDLE SCHOOL DIVISION HEA 119987 0 0 0 6000 0 0 0 66251 0 192238 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.