2013-01-24T14:09:58-06:00 2012-08-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2011-09-01 352089006 Oak Farm School Inc % LAUREN MOYER OAKF 2608974270 502 Lemper Road Avilla IN 46710 LAUREN MOYER 2013-01-15 true Joyce A Dulworth 2604604000 2011 2016-02-25 16:41:14Z Erica Dekko PO Box 696 Kendallville IN 46755 6543607 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. 5 3 58 73 0 0 2708149 4419480 1197440 1352173 61946 40957 -97 -11090 3967438 5801520 444340 671711 0 0 1841530 2095883 0 0 0 1226377 1144069 3512247 3911663 455191 1889857 10085444 12030048 1595484 1560339 8489960 10469709 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 3208524 671711 1345917 OAK FARM OFFERS MONTESSORI EDUCATION FOR CHILDREN AGED 3 MONTHS TO 8TH GRADE. ENROLLMENT FOR THE 2011-2012 YEAR WAS 204. 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. 3208524 true true false true 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 true false false false false false false false false false false false false false false false false false false true 13 0 true 58 true false false false false false false false false false false X 5 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 1.0 X X 0 0 0 Michael Axel 1.0 X X 0 0 0 Lauren Moyer 35.0 X X 49788 0 6841 Judith Cunningham 40.0 X X 157419 0 4809 Kristin Mulholland 1.0 X 0 0 0 207207 0 11650 1 false true false 0 74477 4345003 4419480 TUITION 611710 1206904 1206904 REGISTRATION FEES 611710 12840 12840 PROGRAM FEES 611710 33195 33195 LUNCH PROGRAM 611710 37123 37123 TUTORING FEES 611710 33840 33840 28271 28271 1352173 70586 70586 0 0 618967 67603 642340 73859 -23373 -6256 -29629 -6256 -23373 14798 74477 25888 -11090 -11090 0 0 0 0 5801520 1345917 0 36123 0 671711 671711 0 0 207207 165766 41441 0 1494910 1155088 339822 0 269597 183121 86476 124169 89402 34767 0 3994 3994 4953 4953 9000 9000 0 0 3941 3941 26482 22967 3515 35938 10887 25051 24634 17737 6897 0 293375 240838 52537 35744 32170 3574 0 0 3715 3715 0 278171 200283 77888 33136 23858 9278 0 SCHOOL PROGRAMS 383706 379760 3946 TEACHER TRAINING CENTER 7280 7280 3911663 3208524 703139 0 417849 1474064 190158 26586 0 0 4200 51 0 0 0 0 0 0 0 0 34029 10875 11007223 2059579 7681163 8947644 1758045 1570828 0 0 0 0 0 0 0 0 10085444 12030048 157020 100132 0 0 228464 230207 1210000 930000 0 0 0 0 0 300000 0 0 0 0 1595484 1560339 X 8489960 10469709 0 0 0 0 8489960 10469709 10085444 12030048 X 1889857 89892 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 9000 9000 false LOBBYING ACTIVITIES PART II-B LINE 1I THROUGH A LEGAL FIRM, A LOBBYIST WAS HIRED TO OBTAIN AN EXEMPTION FOR THE INFANT TODDLER PROGRAM AT OAK FARM SCHOOL. 0 398050 398050 0 9785324 1705583 8079741 0 224318 101408 122910 0 599501 252558 346943 8947644 true true true true true true true false false false false false false false false false false true NONDISCRIMINATORY POLICY QUESTION 3 THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED VIA A STATEMENT ON THE SCHOOL'S MARKETING BROCHURES AND WEBSITE. WNTR WONDERLAND 57843 47223 10620 1050 15280 600 4397 GO NUTS 4 KIDS 27254 27254 16 1 4178 4178 1050 3495 89275 74477 14798 2100 15280 600 7908 25888 -11090 true SCHOLARSHIPS 102 471396 TUITION DISCOUNTS 117 200315 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. X X X X false false false false false false false false false Judith Cunningham 122419 0 35000 0 0 0 0 0 4809 0 162228 0 0 Part VI, Question 1b Independent Voting Members Judith Cunningham and Lauren Moyer are also employees of the school. Part VI, Question 2 Describe board relationships ERICA DEKKO BUSINESS RELATIONSHIP MICHAEL AXEL BUSINESS RELATIONSHIP KRISTEN MULHOLLAND 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. RECONCILIATION OF NET ASSETS PART XI LINE 5 UNREALIZED GAIN ON INVESTMENTS $89,892