2014-04-14T15:16:32-05:00 2013-08-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990 2012-09-01 751656802 THE OAKRIDGE SCHOOL OAKR 8174514994 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 KATHY GAMILL CPA CFO 8174514994 2014-04-07 1 P00445178 2143939300 2012 2015-11-30 17:44:51Z KATHY GAMILL CPA 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 17812236 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 22 220 397 0 0 1428436 1587752 13780488 14740522 41535 4685 1276296 763797 16526755 17096756 1786957 1793907 0 0 8795856 9341383 0 0 623384 4978831 4922055 15561644 16057345 965111 1039411 19213039 21252225 12595702 13582417 6617337 7669808 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 14563100 1793907 14946069 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 2012-2013 SCHOOL YEAR WAS 877 STUDENTS. THE CLASS OF 2013 GRADUATED 74 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $6.14 MILLION. 14563100 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 1 220 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 2.00 X 0 0 0 BRUCE ASHWORTH 2.00 X 0 0 0 DON STARNES 2.00 X 0 0 0 DR RICHARD ENOS 2.00 X 0 0 0 JOHN KACINSKI 2.00 X 0 0 0 CHRIS BUCKALEW 2.00 X 0 0 0 STEVE CRUDUP 2.00 X 0 0 0 KAY DUGGAN 2.00 X 0 0 0 DON DUKE 2.00 X 0 0 0 BRENDA GOODEN 2.00 X 0 0 0 SCOTT HOWELL 2.00 X 0 0 0 MIKE MCWITHEY 2.00 X 0 0 0 DR SCOTT MORSE 2.00 X 0 0 0 NANCY O'SHEA 2.00 X 0 0 0 DANA QUEENAN 2.00 X 0 0 0 CHUCK REYNOLDS 2.00 X 0 0 0 CURT VON DER AHE 2.00 X 0 0 0 RICHARD LOWE 2.00 X 0 0 0 TRENT GLASER 2.00 X 0 0 0 KIM CALLANAN 2.00 X 0 0 0 JIM HADDOCK 2.00 X 0 0 0 CHARLES PIERSON 2.00 X 0 0 0 JONATHAN KELLAM 55.00 X 198307 0 64136 ANDY BROADUS 40.00 X 125693 0 28136 KATHY GAMILL 50.00 X 147839 0 18009 471839 0 110281 3 0 1 0 CPS CIVIL 1215 CREST LANE DR DUNCANVILLE TX 75137 GC FOR NEW STADIUM & INFRASTRUCTURE 980319 NELLY'S JANITORIAL PROFESSIONAL SERVICE PO BOX 48294 WATAUGA TX 76148 JANITORIAL SERVICES 278554 SCHMOLDT CONSTRUCTION 5797 CR 126 STEA CELINA TX 75009 GC FOR NEW CONCESSION/RESTROOM FACILITY 254030 3 1587752 1587752 TUITION AND FEES 900099 14740522 14740522 14740522 3685 3685 218983 218983 13333 0 13333 13333 13333 392702 1000 392702 0 0 1000 1000 1000 621412 306543 314869 314869 27300 16235 11065 11065 OTHER INCOME 900099 205547 205547 205547 17096756 14946069 0 562935 1793907 1793907 491516 172031 245758 73727 7367298 7072606 138137 156555 308980 274992 21629 12359 599998 551998 30000 18000 573591 516232 34415 22944 84915 84915 1531 1531 36697 36697 445539 378708 44554 22277 250813 213191 25081 12541 548651 466353 54865 27433 154097 132523 18492 3082 45166 40650 2258 2258 169906 169906 1232416 1232416 179395 145310 25115 8970 REPAIRS AND MAINTENANCE 472033 401228 47203 23602 ATHLETICS 366552 366552 CLEANING SERVICE 277945 236253 27795 13897 FUNDRAISING EXPENSE 223831 223831 432568 398244 32416 1908 16057345 14563100 870861 623384 1848602 1839045 810470 768920 465955 1123327 258916 261453 117047 102796 27123734 10660172 15084577 16463562 447903 481946 50000 50238 27067 16603 102502 144335 19213039 21252225 1204613 1312146 7470472 8120760 3920617 4149511 12595702 13582417 X 6250451 7331365 154353 183807 212533 154636 6617337 7669808 19213039 21252225 1039411 -3175 16235 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212533 10550 68447 154636 194348 18185 212533 179761 14587 194348 154014 37061 -11314 179761 151288 7445 -4351 368 154014 0.00000 1.00000 0.00000 0 0 3800578 3800578 14929724 8014976 6914748 4246303 1378884 2867419 1978540 939117 1039423 2168589 327195 1841394 16463562 X 15295018 -3175 16235 -1793907 -1780847 17075865 1531 19360 20891 17096756 14242547 -19360 -19360 14261907 1531 1793907 1795438 16057345 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS PROVIDE FOR STUDENT SCHOLARSHIPS, FACULTY ADVANCEMENT AND OTHER GENERAL ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013, THE SCHOOL'S TAX RETURNS RELATED TO THE YEARS ENDED AUGUST 31, 2010 THROUGH 2012 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 -1,793,907. PART XI, LINE 4B - OTHER ADJUSTMENTS: YEARBOOK ADVERTISING REVENUE 19,360. PART XII, LINE 2D - OTHER ADJUSTMENTS: YEARBOOK ADVERTISING REVENUE -19,360. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 1,793,907. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS INCLUDED IN ALL NEWSPAPER ADS FOR SOLICITATION OF STUDENT ENROLLMENT. SUPER SUPPER AND AUCTION 357906 357906 7386 75257 10675 46302 MAGAZINE SALES 48861 48861 12452 9 214645 214645 154471 621412 621412 7386 75257 10675 213225 306543 314869 27300 16235 1 1.00000 27300 16235 16235 11065 TX 0 THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFFLE PRIZES PER CALENDAR YEAR. 0 0 0 0.00000 1.00000 KATHY GAMILL 5900 WEST PIONEER PARKWAY ARLINGTON TX 76013 0 ANGELA KASKO 0 GAMING MANAGER WAS A VOLUNTEER, NOT AN EMPLOYEE OF THE ORGANIZATION. 0 1 FINANCIAL AID TO STUDENTS 165 1771577 FMV TUITION ASSISTANCE SCHOLARSHIPS 4 22330 FMV SCHOLARSHIPS PROVIDED TO 4 STUDENTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 183638 0 0 0 14669 0 9443 0 54693 0 262443 0 0 0 ANDY BROADUS 121037 0 0 0 4656 0 13550 0 14586 0 153829 0 0 0 KATHY GAMILL 135039 0 5000 0 7800 0 7077 0 10932 0 165848 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 XI, LINE 2C: THE FINANCIAL REPORTING OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.