2012-04-12T11:40:58-05:00 2011-07-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2010-08-01 352050595 THE OAKS ACADEMY INC OAKS 3179313043 2301 N PARK AVENUE INDIANAPOLIS IN 46205 ANDREW HART 3179313043 2012-03-20 true JOYCE DULWORTH 3173834000 2010 2016-02-24 21:20:13Z ANDREW HART 2301 N PARK AVENUE INDIANAPOLIS IN 46205 4297087 false X WWW.THEOAKSACADEMY.ORG X 1998 IN TO PROVIDE A CHRIST-CENTERED SCHOOL THAT EXISTS TO PROVIDE A RICH, CLASSICAL EDUCATION TO CHILDREN OF DIVERSE RACIAL AND SOCIOECONOMIC BACKGROUNDS. 21 20 59 35 0 0 1091068 1301656 2600056 2994847 -660 584 0 0 3690464 4297087 3419765 1534861 0 0 1717569 2053102 0 0 172740 881869 740712 6019203 4328675 -2328739 -31588 481518 635844 458527 644441 22991 -8597 X THE OAKS ACADEMY OFFERS AN ISACS (INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES) ACCREDITED LIBERAL ARTS EDUCATION FOR STUDENTS FROM PRE-KINDERGARTEN THROUGH EIGHTH GRADE. THE MISSION OF THE OAKS IS TO BE A CHRIST-CENTERED SCHOOL THAT PROVIDES A RICH, CLASSICAL EDUCATION TO CHILDREN OF DIVERSE RACIAL AND SOCIOECONOMIC BACKGROUNDS, PREPARING THEM TO SUCCEED IN A RIGOROUS SECONDARY EDUCATIONAL PROGRAM AND TO DEMONSTRATE SPIRITUAL, SOCIAL AND EMOTIONAL MATURITY. false false 3847158 1534861 2994847 INSTRUCTION FOR GRADES PRE-K THROUGH GRADE 8 (EDUCATING APPROXIMATELY 350 STUDENTS). 3847158 true true false false false false false false true true false false false false false false true true false false false false false false false false false true false false false false true false false false false true false false false false true true false false false true 18 0 true 59 true false false false false false false false false false false X 21 20 false false false false false false false true true false false true true true true true true true true false IN X ANDREW HART 3179313043 2301 N PARK AVENUE INDIANAPOLIS IN 46205 AMY ALLY 2.0 X 0 0 0 BRYAN BRENNER 2.0 X 0 0 0 JIM COTTERILL 2.0 X 0 0 0 PHIL EDWARDS 2.0 X 0 0 0 MAYA GLENN 2.0 X 0 0 0 HENRY JANZEN 2.0 X 0 0 0 LACY JOHNSON 2.0 X 0 0 0 KURT MAHRDT 2.0 X 0 0 0 GREG PADGETT 2.0 X 0 0 0 RAMONA POWELL 2.0 X 0 0 0 DICK QUIRIN 2.0 X 0 0 0 DONNA ROMACK 2.0 X 0 0 0 TOM SAMS 2.0 X 0 0 0 LARRY SMITH 2.0 X 0 0 0 JOANNA TAFT 2.0 X 0 0 0 BENITA THOMASSON 2.0 X 0 0 0 JUDY WARREN 2.0 X 0 0 0 STEVE WEYRETER 2.0 X 0 0 0 AMY WILSON 2.0 X 0 0 0 JOHN MYRLAND 2.0 X X 0 0 0 DAVE SMITSON 2.0 X X 0 0 0 MARC MOSS 2.0 X X 0 0 0 LAYNE HOEKEMA 2.0 X X 0 0 0 ANDREW HART 40.0 X 122836 0 4720 ELIZABETH HAMILTON 40.0 X 61493 0 4630 KARI STROUP 40.0 X 40923 0 4481 225252 0 13831 1 false false false 0 10000 1291656 123265 1301656 TUITION AND FEES 611600 2785214 2785214 STUDENT ACTIVITY FEES 611710 126966 126966 AUXILIARY SERVICES 611710 67851 67851 OTHER REVENUE 900099 14816 14816 2994847 584 584 0 0 0 0 0 0 0 4297087 2994847 584 0 1534861 1534861 0 0 0 0 229002 185492 27480 16030 0 0 0 0 1548760 1256487 190531 101742 0 0 0 0 134426 108885 16131 9410 140914 114140 16910 9864 0 0 0 0 2728 0 2728 0 35588 5673 29793 122 0 0 0 0 0 0 0 0 0 0 1365 738 448 179 0 0 0 0 70828 38540 5280 27008 27199 22031 3264 1904 0 0 0 0 200965 186898 10048 4019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 53041 49328 2652 1061 18537 17239 927 371 ACADEMICS & EXTRACURRICULAR 236661 233046 2585 1030 EDUCATIONAL MATERIALS 66835 66835 0 0 BAD DEBT EXPENSE 26965 26965 0 0 4328675 3847158 308777 172740 100 100 326964 352642 50000 29229 13942 154762 333 1824 511699 414412 90179 97287 481518 635844 96028 274066 282499 360375 80000 10000 458527 644441 X -15098 -157796 36256 147366 1833 1833 22991 -8597 481518 635844 -31588 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6078 -48 6030 6126 -48 6078 6173 -47 6126 1.00000 false false 511699 414412 97287 97287 4297087 4328675 -31588 -31588 2763714 1488 1488 2762226 1534861 1534861 4297087 2795302 1488 1488 2793814 1534861 1534861 4328675 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE OAKS HOLDS AN INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT SCHOLARSHIPS. FIN 48 Disclosure Schedule D, Part X Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. OTHER ADJUSTMENTS SCHEDULE D, PARTS XII & XIII, LINE 4B SCHOLARSHIPS AND GRANTS-IN-AID $ 1,534,861 true true true true true true true false false false false false false false false true false true PUBLICATION OF NONDISCRIMINATORY POLICY SCHEDULE E, LINE 3 PUBLICIZE IN THE INDIANAPOLIS STAR NEWSPAPER. FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY SCHEDULE E, LINE 6A ASSISTANCE FOR FREE AND REDUCED LUNCH PROGRAM, TITLE I FUNDED EDUCATIONAL SUPPORT. true FINANCIAL ASSISTANCE FOR TUITION 275 1534861 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2. THE BOARD CONDUCTS REGULAR QUARTERLY REVIEWS OF FINANCIAL REPORTS TO ENSURE APPROPRIATE USE OF GRANT FUNDS. TARIK MAYA GLENN BUILDING LOAN X 80000 10000 false true true 10000 X 4 123265 FAIR MARKET VALUE false true true THIRD PARTIES WHO SELL NONCASH GIFTS PART I, LINE 32A THE ORGANIZATION USES MERRILL LYNCH TO SELL STOCK DONATIONS. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, QUESTION 11B A COPY OF THE 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. THE FINANCE COMMITTEE OF THE BOARD WILL PREFORM A DETAILED REVIEW AND REPORT THEIR OPINION TO THE FULL BOARD AT THE NEXT BOARD MEETING. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C THE CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED ANNUALLY AT THE BOARD RETREAT. THE HEAD OF SCHOOL AND BOARD CHAIR REVIEW THE RESPONSES AND DETERMINE THE APPROPRIATE ACTION. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN DECISION-MAKING OR VOTE ON THE RELATED TOPIC. REVIEW OF TOP MANAGEMENT AND OTHER OFFICER OR KEY EMPLOYEES COMPENSATION FORM 990, PART VI, QUESTION 15A & 15B USING COMPARABLE DATA FROM THE INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES, THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE HEAD OF SCHOOL'S COMPENSATION. THE LAST REVIEW WAS CONDUCTED IN MAY 2011. THE BUDGET, EXECUTIVE, AND FINANCE COMMITTEES REVIEW AND APPROVE OFFICER COMPENSATION. THE LAST REVIEW WAS CONDUCTED IN APRIL - JUNE 2011. DISCUSSION OF COMPENSATION IS NOTED IN THE BOARD'S MINUTES. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS FORM 990, PART VI, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO ALL THOSE WHO AWARD THE ACADEMY A GRANT. AN ANNUAL REPORT IS COMPILED AND SENT OUT TO DONORS EACH FISCAL YEAR. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE OAKS COMMUNITY CENTER 2301 N PARK AVENUE INDIANAPOLIS IN 46205 261529969 RENT FACILITY IN 501(c)(3) 7 NA true false false false false false false false false true true false true true true true false false THE OAKS COMMUNITY CENTER A 295509