2015-02-03T13:13:08-06:00 2014-08-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2013-09-01 352089006 Oak Farm School Inc % LAUREN MOYER OAKF 2608974270 502 Lemper Road Suite Avilla IN 46710 LAUREN MOYER CFO & SECRETARY 2608974270 2015-07-15 true Joyce A Dulworth P00151125 2608974270 2013 2016-02-25 16:41:14Z Erica Dekko PO Box 696 Kendallville IN 46755 4602297 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 8. 3 3 56 57 0 0 4189724 2461394 1372770 1507928 237226 87157 904 -10879 5800624 4045600 763848 679273 0 0 2276412 2013037 0 0 0 1089118 1138460 4129378 3830770 1671246 214830 13491126 13422344 1255995 783310 12235131 12639034 X OAK FARM MONTESSORI SCHOOL'S MISSION IS TO PROVIDE A MONTESSORI ENVIRONMENT THAT INSPIRES CHILDREN 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 3257710 679273 1509062 OAK FARM OFFERS MONTESSORI EDUCATION FOR CHILDREN AGED 6 WEEKS TO 8TH GRADE. ENROLLMENT FOR THE 2013-2014 YEAR WAS 213. 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. 3257710 true true false false false false false false false false true false false false false false false false true false false false false false true false false false true false false false false false true false false false true false false false false false false false false true 10 0 true 56 true false false false false false false false false false false X 3 3 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 Erica Dekko Board President 1.0 X X 0 0 0 Michael Axel Board Vice President 1.0 X X 0 0 0 Lauren Moyer Board Secretary and Cfo 40.0 X X 59143 0 5766 Megan O'Sullivan Head of School 40.0 X X 74165 0 5766 Kristin Mulholland BOARD SECRETARY 1.0 X X 0 0 0 133308 0 11532 0 false false false 0 92923 2368471 56427 2461394 TUITION 611710 1361000 1361000 REGISTRATION FEES 611710 15300 15300 PROGRAM FEES 611710 43068 43068 LUNCH PROGRAM 611710 32073 32073 TUTORING FEES 611710 18040 18040 38447 38447 1507928 85410 85410 0 0 0 0 0 526400 6708 525787 5574 613 1134 1747 1134 613 14457 92923 25336 -10879 -10880 0 0 0 4045600 1509062 75143 0 679273 679273 0 0 144841 111528 33313 0 1477040 1269340 207700 0 261988 181591 80397 129168 93001 36167 0 780 780 20701 20701 0 0 0 597 597 35544 32029 3515 31479 11616 19863 22170 15962 6208 0 277013 236539 40474 22321 20089 2232 0 0 1657 1657 0 392726 282763 109963 37352 26893 10459 CLASS CURRICULUM & SUPPLIES 246394 245106 1288 0 TEACHER TRAINING CENTER 49726 49726 0 3830770 3257710 573060 0 792410 464972 30526 293310 0 0 14550 0 0 0 0 0 0 0 0 0 9125 28706 12883980 2705503 10373360 10178477 2271155 2456879 0 0 0 0 0 0 0 0 13491126 13422344 218604 83947 0 0 327391 374363 635000 325000 0 0 0 0 75000 0 0 0 0 0 1255995 783310 X 12235131 12639034 0 0 0 0 12235131 12639034 13491126 13422344 214830 189073 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 398050 398050 11153045 2229329 8923716 218652 142818 75834 1114233 333356 780877 10178477 3580736 189073 25336 214409 3366327 679273 679273 4045600 3176833 25336 25336 3151497 679273 679273 3830770 RECONCILIATION OF REVENUE AND EXPENSES Schedule D Part XI Line 2d Special Events Reclass $25,336 Line 4b: Scholarships $435,067 Tution Discounts $244,206 Total $679,273 Part XII Line 2d Special Events Reclass $25,336 Line 4b: Scholarships $435,067 Tution Discounts $244,206 Total $679,273 true true true true true true true false false false false false false false false false false true NONDISCRIMINATORY POLICY QUESTION 3 THE RACIALLY NONDISCIMINATORY POLICY IS PUBLICIZED VIA A STATEMENT ON THE SCHOOL'S MARKETING BROCHURES AND WEBSITE. GALA 82005 72000 10005 1000 12277 300 9743 ANNUAL FUND 20923 20923 5 4452 4452 2016 107380 92923 14457 1000 12277 300 11759 25336 -10879 true SCHOLARSHIPS 141 435067 TUITION DISCOUNTS 219 244206 MONITORING THE USE OF GRANT FUNDS SCHOLARSHIPS ARE MADE AVAILABLE THROUGH NEED. SCHOLARSHIPS 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. 12141 TUITION DISCOUNT EMPLOYEE BENEFIT X 2 56427 FMV false true false Part VI, Question 2 DESCRIBE BOARD RELATIONSHIPS ERICA DEKKO AND MICHAEL AXEL HAVE A BUSINESS RELATIONSHIP. Part VI, Question 8b DESCRIBE WHY NOT DOCUMENTING COMMITTEE MEETINGS The committees are not authorized to act on behalf of the board. They are advisory committees only. Part VI, Question 11A DESCRIBE PROCESS TO REVIEW 990 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. Part VI, Question 12c DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED & ENFORCED 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. Part VI, Question 15a DESCRIBE PROCESS FOR DETERMINING COMPENSATION The executive compensation policy includes a Comparability Study which pulls information from compensation surveys from Independent School Management, National American Montessori Teachers Association, and American Montessori Society. The review is performed by the executive committee of the Board of Directors. Part VI, Question 19 DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.