2012-03-01T12:04:38-06:00 2011-06-30 Capin Crouse LLP 972 Emerson Pkwy Ste A Greenwood IN 46143 990 2010-07-01 954656912 Oaks Christian School OAKS 8185759900 31749 La Tienda Drive Westlake Village CA 91362 Liz Carey 8185759900 2012-03-01 1 Todd Ensign 3178852620 2010 2016-02-24 21:20:13Z Jeffrey H Woodcock 31749 La Tienda Drive Westlake Village CA 91362 53585121 0 X www.oakschristian.org X 1997 CA To dedicate ourselves to Christ in the pursuit of academic excellence. 14 13 341 964 9913 5690 5694097 5170053 29774579 35543294 259616 370362 -107919 200136 35620373 41283845 6152245 7329759 0 0 14687309 16029188 37086 45422 1226572 13760990 15116267 34637630 38520636 982743 2763209 92486787 96993913 47760263 48880571 44726524 48113342 X Our Mission is to dedicate ourselves to Christ in the pursuit of academic excellence, artistic expression, and athletic distinction while growing in knowledge and wisdom through God's abundant grace. 0 0 30399981 7329759 32984272 Tuition & Fees: Oaks Christian School is an independent, non-denominational Christian school serving children in grades 6-12. Founded in 2000, OCS now educates over 1,200 students in a college preparatory environment. OCS added a new Middle School campus to its current campus to increase its ability to serve our growing student population with the best facilities available. For Fiscal Year 6-30-11, total students were 1,348.Our 25 acre campus is filled with state-of-the art learning facilities to offer students every opportunity to grow in their God given talents. Our students have once again distinguished themselves in the classroom, in the fine arts program and on the fields. Our students have gained admission to the world's great universities and have been prepared by our faculty to be tomorrow's leaders. The school's service program is reaching out to those in need around the world, as well as in our own community. Led by our World Mission and Service Coordinator, our students served in far away countries like China, Guatemala, Uganda, Costa Rica, and India. In addition, our students visited students in South Central L.A, cleaned up beaches, and collected canned food and clothes for organizations nearby. OCS continues to seek to live out its bold motto of preparing minds for leadership. 2053284 1361293 Student Activities: The school has various student activities/programs that includes mission trips. Oaks students in both the middle and high schools have amazing opportunities to participate in missions. Each year, over 200 students travel to various parts of the globe to teach English, build houses, visit orphans, and share the gospel.Students in the middle school have opportuniites to serve in Costa Rica and China, while high school students travel to Guatemala, China, Haiti, Honduras, Costa Rica, India, South Africa and Uganda. These experiences build cross cultural skills that are invaluable in the growing global community in which our students will work, play, and have families. 1293040 1263293 Auxiliary & Other Activities:The school's auxiliary and other activities come from varoius sources that include the summer camps program and Parent Association/Booster Club. The summer camp offers sports day camps geared towards kids between the ages of 5 and 18 and provides both fun and challenging experiences and are held in our facilities which is considered some of the finest in the Conejo Valley.The Oaks Christian Booster Club provides support to our student athletes and teams. Throughout the generous support of sponsors and advertisers, the Booster Club is able to provide much needed equipment and improvements to the athletic program. The Boosters also coordinate the concession stands at the numberous sporting events throughout the school year. 33746305 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 68 1 1 341 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Oaks Christian School 8185759900 31749 La Tienda Drive Westlake Village CA 91362 Allyson Weinberg 1.00 X 0 0 0 Bill Crockett 1.00 X 0 0 0 Brian Matthews 1.00 X 0 0 0 Dallas Price-Van Breda 1.00 X 0 0 0 David Price 1.00 X X 0 0 0 Edward Atsinger 1.00 X 0 0 0 John Bedrosian 1.00 X 0 0 0 Karl Zeile 1.00 X 0 0 0 Kris Thabit 1.00 X X 0 0 0 Linda Livingstone 1.00 X 0 0 0 Michelle Hiepler 1.00 X X 0 0 0 Randy Farwell 1.00 X 0 0 0 William Dallas 1.00 X 0 0 0 William Simon 1.00 X 0 0 0 Jeff Woodcock 40.00 X 244547 0 19297 Paul Oberhaus 40.00 X 173336 0 22507 Liz Carey 40.00 X 123193 0 15914 Kirk Miyashiro 40.00 X 136094 0 10028 Michael Kirchner 40.00 X 132672 0 14269 James Campbell 40.00 X 128768 0 11691 Andre Chevalier 40.00 X 114528 0 9020 Paul Long 40.00 X 139223 0 9883 1192361 0 112609 22 0 1 0 PBJ Facility Solutions Ltd 2418 Leaflock Avenue Westlake Village CA 91361 Facility Management Services 1232090 Hellas Construction Inc 12710 Research Blvd 240 Austin TX 78759 Construction 1065710 Food Systems 7280 Artesia Blvd Bueno Park CA 90621 Outsourced Food Provider 473176 Custom Janitorial Maintenance 2511 Grapevine Drive Oxnard CA 93036 Janitorial Services 302320 Andrews International Inc 27959 Smyth Drive Valencia CA 91355 Security Services 263396 9 955359 4214694 941117 5170053 Tuition & Fees 611710 32984272 32984272 Auxiliary Income 611710 2510996 2510996 Other Program Income 611710 48026 48026 35543294 366687 366687 115548 63833 51715 51715 51715 11762073 11758398 3675 3675 3675 67600 955359 315115 -247515 -247515 31350 24240 7110 7110 205254 139690 65564 55651 9913 Settlement Income 900099 323262 323262 323262 41283845 35598945 9913 504934 7329759 7329759 587258 463934 105706 17618 12881964 10229282 2326835 325847 494492 392577 89305 12610 979849 777902 176961 24986 1085625 861878 196064 27683 965537 924019 31863 9655 27395 21916 4109 1370 46946 37557 7042 2347 45422 45422 119867 95894 17980 5993 195461 19546 175915 293654 234923 44048 14683 270484 216387 40573 13524 3730906 3182659 193460 354787 8361 6689 1254 418 762514 737351 25163 3533552 3416945 116607 384132 307305 57620 19207 Student Programs 2053284 2053284 Materials & Supplies 661347 661070 208 69 Athletics 547172 547172 Other Expenses 410052 310980 60011 39061 Camps/Retreats 387383 387383 718220 549439 33404 135377 38520636 33746305 3547759 1226572 9219871 16237667 4613866 208220 150000 100000 129398 332501 608775 571612 91776368 21686462 71657152 70089906 5245197 8507454 547415 645091 315113 301462 92486787 96993913 4955467 6128512 12218885 12911559 30000000 29100000 585911 740500 47760263 48880571 X 44004109 47093899 722415 1019443 44726524 48113342 92486787 96993913 X 2763209 623609 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131783 28891 160674 117090 14693 131783 141757 -24667 117090 1.00000 0 0 4740000 4740000 49343859 10501987 38841872 25985430 4308241 21677189 11443588 6876234 4567354 263491 263491 70089906 Interest Rate Swap Agreement 740500 740500 41283845 38520636 2763209 778199 -154590 623609 3386818 35185566 778199 453281 1231480 33954086 7329759 7329759 41283845 31798748 607871 607871 31190877 7329759 7329759 38520636 Description of Intended Use of Endowment Funds: Part V, Line 4: To begin the development of a permanent endowment fund. Part XI, Line 8 - Other Adjustments: Change in Interest Rate Swap -154,590. Part XII, Line 2d - Other Adjustments: Special Event & Gaming Expenses Reported on Form 990, Part VIII 339,355. Rental Expenses Reported on Form 990, Part VIII 63,833. Cost of Goods Sold Reported on Form 990, Part VIII 50,093. Part XII, Line 4b - Other Adjustments: Student Financial Aid Netted with Tuition Revenue 7,329,759. Part XIII, Line 2d - Other Adjustments: Special Event & Gaming Expenses Reported on Form 990, Part VIII 339,355. Rental Expense Reported on Form 990, Part VIII 63,833. Cost of Goods Sold Reported on Form 990, Part VIII 50,093. Change in Interest Rate Swap 154,590. Part XIII, Line 4b - Other Adjustments: Student Financial Aid Netted with Tuition Revenue 7,329,759. 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 Oaks regularly publicizes its policies through the newspaper. East Asia and the Pacific 0 0 Program Services Short Term Mission Trips 46583 South Asia 0 0 Program Services Short Term Mission Trips 42325 Central America and the Caribbean 0 0 Program Services Short Term Mission Trips 52609 Sub-Saharan Africa 0 0 Program Services Short Term Mission Trips 63501 Europe (Including Iceland & Greenland) 0 0 Program Services Short Term Education Trips 199938 0 0 0 404956 0 404956 0 0 0 0 0 0 Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: Expenses for mission trips are kept track on an accrual basis of accounting. X X X X X X 1 Netzel Associates 9696 Culver Boulevard Suite 105 Culver City CA 90232 Cap Campaign Cons 0 0 15115 -15115 15115 -15115 CA Dinner 875103 824103 51000 8398 228535 24353 Golf Tourn. 147856 131256 16600 25861 2539 16764 8665 1022959 955359 67600 25861 10937 245299 33018 315115 -247515 31350 24240 0 31350 24240 24240 7110 CA 0 We are exempt under penal code section 320.5 from being licensed to operate gaming activities due to the fact that we are an educational institution. 0 0 0 1.00000 Amy O'Friel Staff Accountant 31749 La Tienda Drive Westlake Village CA 91362 0 NA 0 1 Financial Aid for Tuition 564 7329759 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Interested Students must submit an application form which is reviewed by a designated committee. Oaks provides need-based financial aid for students whose families apply for it. No other scholarships are awarded. All financial aid grants are used to offset tuition for the related school year, and are maintained in the school's accounting records. X X X 1 0 0 1 0 0 0 0 0 Jeff Woodcock 244547 0 0 0 0 0 12474 0 6823 0 263844 0 0 0 Paul Oberhaus 173336 0 0 0 0 0 8804 0 13703 0 195843 0 0 0 Part I, Line 4a James Campbell received $128,768 as compensation. Part I, Line 5 The VP of Development receives a bonus at least in part determined by the total contribution revenue raised for the fiscal year. Bonus is one of certain amounts based on dollar contributions met. Colorado Educational and Cultural Facilities Authority 840896727 196458V59 2006-06-01 30000000 Construct additions, improvements and renovations of educational facilities; 0 0 0 30568483 344871 13763657 2008 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 Students Children of Officers/Directors 35790 Tuition Remission Brad Livingston Spouse of Board Member Linda Livingston 90344 Employment Services 0 X 8 362718 Stock Market Value X Auction items 843 578399 Sales Price 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): Donated securities are reported by the number of donations received. Auction items are reported by the number of items received. Form 990, Part VI, Section B, line 11 Form 990 was prepared by an independent CPA firm. We have one board member who is a tax partner at a large CPA firm review our 990 draft before it is filed. After the filing, we send all our board members a public inspection copy of the 990 and advise them that the full 990 form is available upon request. Form 990, Part VI, Section B, line 12c Documentation of responses is reviewed and any exceptions are noted and followed up on. Form 990, Part VI, Section B, line 15 For positions such as the Headmaster, COO/CFO, VP Development, HS Principal and MS Principal, the following is done: 1) Obtain survey from NAIS; 2) Benchmark salaries for above positions for similar schools in California; 3) Above info with historical salaries of these positions are sent to the Compensation Committee of the Board of Directors, and 4) Compensation Committee determines salary increases. This process and approval is recorded in the corporate minutes. Form 990, Part VI, Section C, line 18 Form 990 is also available on Guidestar. Form 990, Part VI, Section C, line 19 Made available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 778,199. Change in Interest Rate Swap -154,590. Total to Form 990, Part XI, Line 5: 623,609. Audit Committee Oversight Form 990, Part XI, Line 2c: The responsibility for audit oversight and selection of independent public accountants has not changed from the previous year. Schedule K, Part II, Line 5 Of the $344,871 issuance costs from proceeds, $35,000 related to credit enhancement fees. Schedule K, Part II, Line 7 Capital Expenditures from proceeds reflect only the new money portion of the 2006 Bonds and exclude the current refunding portion.