2018-05-15T09:30:33-05:00 2017-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2016-07-01 580976833 OAK MOUNTAIN ACADEMY INC OAKM 7708346651 222 CROSS PLAINS ROAD CARROLLTON GA 30116 BRIAN MCCARTHY CHAIRMAN OF THE BOARD OF TRUSTEES 7708533458 2018-05-14 1 MARY JO ALEXANDER P00002534 7709558600 2018-05-14 2016 2022-09-23 18:48:47Z BRIAN MCCARTHY 222 CROSS PLAINS ROAD CARROLLTON GA 30116 2828412 0 X N/A X 1966 GA TO PROVIDE A CHALLENGING COLLEGE-PREPARATORY EDUCATION IN A SAFE FAMILY ENVIRONMENT. THE SCHOOL NURTURES THE ETHICAL, SPIRITUAL AND PHYSICAL DEVELOPMENT OF STUDENTS AS THEY BECOME CONFIDENT LEADERS INSPIRED TO SERVE. 12 12 70 80 0 0 335167 296424 2281853 2422532 3872 22358 8781 -1947 2629673 2739367 0 117450 0 0 1773600 1884406 0 0 65172 855789 885380 2629389 2887236 284 -147869 5481464 5190566 3151298 2993915 2330166 2196651 X TO PROVIDE A CHALLENGING COLLEGE-PREPARATORY EDUCATION IN A SAFE FAMILY ENVIRONMENT. THE SCHOOL NURTURES THE ETHICAL, SPIRITUAL AND PHYSICAL DEVELOPMENT OF STUDENTS AS THEY BECOME CONFIDENT LEADERS INSPIRED TO SERVE. 0 0 2124718 117450 2422532 SEE SCHEDULE OPROVIDED FAITH-BASED, NON-DENOMINATIONAL, COLLEGE-PREPARATORY EDUCATION FOR STUDENTS IN PRE-KINDERGARTEN 3-YEAR-OLD THROUGH TWELFTH GRADE WITH APPROXIMATELY 208 STUDENTS. HISTORICALLY, 100% OF OMA STUDENTS CONTINUE TO GRADUATE AND MATRICULATE TO COLLEGES AND UNIVERSITIES THROUGHOUT THE UNITED STATES. MEMBERS OF THE CLASS OF 2017'S SAT AND ACT SCORES EXCEEDED LOCAL, STATE, AND NATIONAL AVERAGES. SCHOLARSHIP OFFERS IN 2017 REACHED $1.7 MILLION. COMMUNITY SERVICE HOURS SCHOOLWIDE TOTALED MORE THAN 5,000. THE ACADEMY OFFERED FINANCIAL ASSISTANCE TO QUALIFYING STUDENTS IN THE AMOUNT OF $117,450. OAK MOUNTAIN ACADEMY CONTINUES TO FOCUS ON A VARIED CURRICULUM WITH EACH STUDENT EXPERIENCING ART, MUSIC, PE/HEALTH, TECHNOLOGY, DRAMA, FOREIGN LANGUAGE, AND A CORE CURRICULUM ENHANCED BY ADVANCED PLACEMENT CLASSES, AND THE OPPORTUNITY TO PARTICIPATE IN GEORGIA'S MOVE ON WHEN READY AND DUAL ENROLLMENT PROGRAMS. DURING THE PAST TWO YEARS, THE "HOUSE SYSTEM" WAS INTRODUCED AND EXPANDED IN THE MIDDLE SCHOOL, AND PLACE-BASED LEARNING WAS IMPLEMENTED AND CONTINUES IN THE LOWER SCHOOL. A FOCUS ON WORK ETHICS AND CITIZENSHIP, THE "TOTAL WARRIOR PORGRAM", WAS INTRODUCED IN THE UPPER SCHOOL. TECHNOLOGY INSTRUCTION WAS FURTHER ENHANCED WITH THE ADDITION OF A COMPETITIVE ROBOTICS FOCUS IN THE LOWER SCHOOL AND MIDDLE SCHOOLS. EFFORTS CONTINUED TO PROVIDE A STEAM APPROACH ACROSS THE CURRICULUM, AS WELL AS AN INCREASED FOCUS ON RESEARCH-BASED WRITING. ADDITIONALLY, A FULL-TIME COUNSELOR PROVIDED COUNSELING SERVICES, AS WELL AS CHARACTER-BASED INSTUCTION AND SPEAKERS FOR ALL STUDENTS. FACILITIES WERE IMPROVED WITH REFURBISHED RESTROOMS IN THE LOWER SCHOOL, AND CORRECTIVE MEASURES CONTINUED AS AGING HVAC AND WATER HEATERS WERE REPLACED. EFFORTS CONTINUED BY THE FACULTY TO GROW PROFESSIONALLY AS PARTICIPATION IN PROFESSIONAL DEVELOPMENT OPPORTUNITIES IS REQUIRED. TEACHERS STRIVE TO MEET THE NEEDS OF ALL STUDENTS WHILE PROVIDING AN EDUCATIONAL ENVIRONMENT THAT IS BOTH NURTURING AND CHALLENGING. EXCEEDING EXPECTATIONS BOTH IN AND OUT OF THE CLASSROOM IS REQUIRED, AND A DEDICATED COMMITMENT TO THE MISSION AND THE FAITH-BASED VALUES ON WHICH THE ACADEMY WAS FOUNDED CONTINUES. 2124718 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 70 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X JAN MEYER 7708346651 222 CROSS PLAINS ROAD CARROLLTON GA 30116 BOB DANGLE TRUSTEE 1.00 X 0 0 0 BOBBY LENIHAN TRUSTEE 1.00 X 0 0 0 BRIAN MCCARTHY CHAIRMAN 1.00 X X 0 0 0 DONNIE POLLARD TRUSTEE 1.00 X 0 0 0 JASON HARDEN TRUSTEE 1.00 X 0 0 0 KAREN MIDDLEBROOKS SECRETARY 1.00 X X 0 0 0 KEN BARBER TRUSTEE 1.00 X 0 0 0 MARGARET PERKINS TRUSTEE 1.00 X 0 0 0 MARTY ROBINSON VICE CHAIRMAN 1.00 X X 0 0 0 MATT PIKE TRUSTEE 1.00 X 0 0 0 ROCKY LIPHAM TREASURER 1.00 X X 0 0 0 BUNNY GODARD TRUSTEE 1.00 X 0 0 0 PAULA GILLISPIE HEAD OF SCHOOL 100.00 X 113816 0 12441 113816 0 12441 1 0 0 0 0 31395 265029 46307 296424 TUITION 611110 2187716 2187716 STUDENT FEES 611110 132069 132069 ATHLETIC FEES & REVENU 611110 45190 45190 STUDENT ACTIVITIES 611110 31937 31937 AFTER SCHOOL PROGRAM 611110 16410 16410 9210 9210 2422532 4479 4479 11029 0 11029 11029 11029 22709 4830 17879 17879 17879 50666 31395 83179 -32513 -32513 3320 1036 2284 2284 TRANSPORTATION FEES 611110 17178 17178 OTHER 900099 75 75 17253 2739367 2422532 0 20411 117450 117450 126620 42206 42207 42207 1562054 1147087 408233 6734 3373 3000 353 20 71427 52713 17994 720 120932 85307 35141 484 11900 11900 22005 8802 4401 8802 40963 40963 15150 10908 4091 151 9226 9226 104487 75231 28211 1045 2098 2098 15114 15114 68467 68467 185949 171073 14876 25803 18578 6967 258 CLASSROOM SUPPLIES 78865 78865 REPAIRS AND MAINTENANCE 69576 52178 16776 622 FIELD TRIP EXPENSES 58810 58810 ATHLETIC SUPPLIES AND E 50633 50633 126334 84476 37729 4129 2887236 2124718 697346 65172 217699 197609 1183809 1068039 18616 14520 1787 684 7513295 3677213 3989987 3836082 64108 73632 5458 0 5481464 5190566 33746 47356 1168499 1188424 1949053 1758135 3151298 2993915 X 1670779 1494364 359387 402287 300000 300000 2330166 2196651 5481464 5190566 -147869 14354 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 306605 1790 308395 304807 1798 306605 303685 0 1122 304807 548490 6966 4605 256376 303685 535256 12889 12245 11900 548490 0.00000 0.97280 0.02720 0 0 501000 501000 5409584 2703685 2705899 584741 83788 500953 789277 711364 77913 228693 178376 50317 3836082 X 2674179 14354 37908 52262 2621917 117450 117450 2739367 2807694 37908 37908 2769786 117450 117450 2887236 PART V, LINE 4: ENDOWMENT GIFTS TO THE ACADEMY ARE MADE WITH THE UNDERSTANDING THAT THE PRINCIPAL OF THE GIFT WILL BE INVESTED AND A PERCENTAGE OF THE ADJUSTED CORPUS BALANCE WILL BE SPENT ANNUALLY FOR THE BENEFIT OF OAK MOUNTAIN ACADEMY PRIMARILY FOR STUDENT SCHOLARSHIPS. PART X, LINE 2: THE ACADEMY IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, THE ACADEMY IS NOT REQUIRED TO PAY FEDERAL TAXES ON INCOME, AND CONTRIBUTIONS TO THE ACADEMY QUALIFY FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION TO THE EXTENT PROVIDED BY SECTION 170 OF THE INTERNAL REVENUE CODE. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRES THE ACADEMY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ACADEMY. MANAGEMENT BELIEVES THAT THE ACADEMY HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. MANAGEMENT IS NOT AWARE OF ANY CIRCUMSTANCES OR TRANSACTIONS THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. THERE CURRENTLY ARE NO AUDITS OF THE ACADEMY'S RETURNS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD AGAINST REVENUE 1,036. RECLASS FUNDRAISER EXPENSE AGAINST REVENUE 36,872. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS SCHOLARSHIPS FROM TUITION REVENUE 117,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD AGAINST REVENUE 1,036. RECLASS FUNDRAISER EXPENSE AGAINST REVENUE 36,872. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS SCHOLARSHIPS FROM TUITION REVENUE 117,450. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED BY NEWSPAPER, ENROLLMENT APPLICATIONS, & BROCHURES. AUCTION 65371 14705 50666 5340 71468 GOLF TOURNAMENT 16690 16690 0 6371 0 82061 31395 50666 5340 77839 83179 -32513 1 SCHOLARSHIPS GIVEN TO STUDENTS 34 117450 FAIR MARKET VALUE X DONATED AUCTION ITEMS 176 46307 AUCTION PROCEEDS 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF SCHEDULE M CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED ANNUALLY TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. EACH TRUSTEE INFORMS THE BUSINESS MANAGER WHEN THEY HAVE REVIEWED THE REPORT. WITH THE COMPLETION OF ALL TRUSTEES REVIEWING THE REPORT, THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY BY COMPLETING THE FOLLOWING: 1.) ENSURING CONFLICT OF INTEREST AVOIDANCE AGREEMENT AND DISCLOSURE IS SIGNED BY ALL TRUSTEES, AND 2 .) ENSURING EMPLOYEES SIGN THE STATEMENT OF HONORABLE INTENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES DETERMINES THE SALARY OF THE HEAD OF SCHOOL BASED ON HIS/HER PERFORMANCE AND SUCCESSFUL COMPLETION OF YEARLY GOALS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST TO HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND THE FORM 990, AS WELL AS FORM 1023, ARE AVAILABLE UPON REQUEST TO ANYONE WHO REQUESTS THE DOCUMENTS. FORM 990 PART XII LINE 2C THE SAME AUDIT FIRM WAS MAINTAINED FROM THE PRIOR YEAR. THE OVERSIGHT PROCESS WAS NOT CHANGED.