2014-05-12T08:57:54-05:00 2013-06-30 521480805 CHACONAS & WILSON PC 2100 PENNSYLVANIA AVENUE NW SUITE 580 WASHINGTON DC 20037 990 2012-07-01 521182755 OAKCREST SCHOOL OAKC 7037905450 850 BALLS HILL ROAD MCLEAN VA 22101 MATTHEW BUONOCORE 7037905450 2014-05-12 1 MOLLIE LAMBERT P01336155 2024298890 2012 2015-11-30 17:44:51Z MARY ORITZ 850 BALLS HILL ROAD MCLEAN VA 22101 6542857 0 X WWW.OAKCREST.ORG X 1978 DC OAKCREST SCHOOL PROVIDES AN INTENSIVE PROGRAM OF ACADEMIC AND RELIGIOUS EDUCATION FOR MIDDLE SCHOOL AND HIGH SCHOOL AGE GIRLS. 8 8 80 0 0 0 505527 3460490 2722572 2929101 5125 132936 65735 -9701 3298959 6512826 0 0 0 0 2422485 2625181 67121 111827 282286 1590794 1499876 4080400 4236884 -781441 2275942 34704922 37206763 12102957 12419538 22601965 24787225 OAKCREST SCHOOL IN PARTNERSHIP WITH PARENTS CHALLENGES GIRLS IN GRADES 6-12 TO DEVELOP THEIR INTELLECT,CHARACTER,FAITH AND LEADERSHIP POTENTIAL TO SUCCEED IN COLLEGE AND THROUGHOUT THEIR LIVES. 0 0 1862894 2812412 HUMANITIES,MATH&SCIENCES,TECHNOLOGY&P.E. - PROVIDE AN ACADEMIC AND RELIGIOUS EDUCATION FOR GIRLS AT THE HIGH SCHOOL AND JUNIOR HIGH SCHOOL LEVEL. 676002 121925 AUXILIARY AND STUDENT SUPPORT - CONDUCT ALL SUPPORT ACTIVITIES ANCILLARY TO THE SCHOOL INCLUDING COUNSELING, RELIGIOUS FORMATION, COLLEGE PREPARATION, FIELD TRIPS, AND EXTRACURRICULAR ACTIVITIES. 416697 ADMISSION/PROMOTION - CONDUCT ALL ACTIVITIES TO ENCOURGAGE GIRLS TO ENROLL IN OAKCREST SCHOOL TO DEVELOP THEIR INTELLECT,CHARACTER,FAITH AND LEADERSHIP POTENTIAL TO SUCCEED IN COLLEGE AND THROUGHOUT THEIR LIVES. 2955593 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 80 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X THE ORGANIZATION 7037905450 850 BALLS HILL ROAD MCLEAN VA 22101 MOIRA WALSH 2.00 X 0 0 0 MARK KEHRLI 2.00 X 0 0 0 ELLEN CAVANAGH 2.00 X 0 0 0 GEOFF MARTINY 2.00 X 0 0 0 MARY ORTIZ 40.00 X 95500 0 2646 SHAUN PACIOUS 2.00 X 0 0 0 JOHN PLUTA 2.00 X 0 0 0 PAUL KUZMAN 2.00 X 0 0 0 MIRIAM BUONO 2.00 X 0 0 0 95500 0 2646 0 0 0 0 DAVISCARTER SCOTT 1676 INTERNATIONAL DRIVE MCLEAN VA 221024215 CONSULTANTS 511084 MCGUIRE WOODS 1750 TYSONS BLVD SUITE 1800 MCLEAN VA 221024215 CONSULTANTS 152886 INTERFACE ENGINEERING 2000 M STREET NW WASHINGTON DC 20036 CONSULTANTS 151000 3 121250 3339240 3460490 TUITION INCOME 900099 2812412 2812412 RENTAL INCOME 900099 53964 53964 PARENT ASSOCIATION 900099 37136 37136 AUXILLARY ACTIVITIES 900099 20689 20689 SUMMER PROGRAM 900099 4900 4900 2929101 132936 132936 14682 121250 30031 -15349 -15349 APPLICATION/TRANSCRIPT 900099 5236 5236 OTHER INCOME 900099 412 412 5648 6512826 2934337 0 117999 98146 32715 32715 32716 2248825 1765561 418981 64283 95467 74338 17988 3141 182743 140102 35147 7494 27340 9805 13365 4170 196 196 18982 18982 111827 111827 47185 45604 1027 554 238935 174681 42986 21268 118296 90693 22752 4851 42739 38691 2019 2029 278648 278648 350640 268823 67439 14378 34660 26573 6666 1421 BUILDING EXPENSES 155357 119106 29880 6371 PROGRAM EXPENSE 104069 96286 7783 STUDENT ACTIVITIES 44010 44010 PROFESSIONAL DEVELOPMEN 20457 20457 18362 8148 10214 4236884 2955593 999005 282286 8011461 4391486 504000 209804 313929 6996 4582 30834826 5289931 24737678 25544895 5022910 1738983 1424961 34704922 37206763 223052 391241 878905 992057 11000000 11034490 1000 1750 12102957 12419538 X 22099265 21101735 502700 3685490 22601965 24787225 34704922 37206763 2275942 -90682 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 502700 3182790 3685490 522443 17613 3145 40501 502700 507998 166920 152475 522443 151048 451471 94521 507998 17348 163559 83 29982 151008 1.00000 0 0 16377825 16377825 11604733 4083729 7521004 1265463 1206202 59261 1586805 1586805 25544895 MUTUAL FUNDS 5019231 F MONEY MARKET FUNDS 3679 F 5022910 SECURITY DEPOSIT 1750 1750 X 6452175 -90682 -90682 6542857 -30031 -30031 6512826 4266915 30031 30031 4236884 0 4236884 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE USED FOR THE SCHOOL'S CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF A NEW SCHOOL FACILITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2013. THE ORGANIZATION HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF 'MORE LIKELY THAN NOT' FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2013 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY AFFECT ON ITS TAX EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -30,031. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 30,031. SPECIAL EVENT GROSS INCOME 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 NEWSPAPER AD IN THE WASHINGTON POST 1 CAMBELL & COMPANY ONE EAST WACKER STREET CHICAGO IL 60601 CAPITAL CAMPAIGN FUNDRAISING 0 0 98505 -98505 98505 -98505 ANNUAL DINNER 135932 121250 14682 1500 21398 7133 135932 121250 14682 1500 21398 7133 30031 -15349 FORM 990, PART VI, SECTION B, LINE 11 THE TAX PREPARER REVIEWS FORM 990 WITH THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVES THE HEAD OF SCHOOL'S COMPENSATION AS PART OF PREPARING THE SCHOOL'S ANNUAL BUDGET. THE BOARD OF DIRECTORS REVIEWS COMPENSATION FROM OTHER ORGANIZATIONS THAT ARE SIMILAR IN SIZE AND MISSION TO OAKCREST SCHOOL. FORM 990, PART VI, SECTION C, LINE 18 OAKCREST SCHOOL MAKES ITS FORM 1023 AND FORM 990 AVAIALABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 OAKCREST SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FINANCIAL STATEMENT DISCLOSURE THE FINANCE COMMITTEE REVIEWS THE AUDIT WITH THE AUDITOR BEFORE IT IS FINALIZED.