OAK MOUNTAIN ACADEMY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OAK MOUNTAIN ACADEMY INC (EIN 58-0976833)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-20
- IRS object ID
- 202510799349301931
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-20T16:43:45-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580976833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK MOUNTAIN ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKM | BusinessNameControlTxt |
| Phone | 7708346651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 CROSS PLAINS ROAD | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA BARTLETT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7708533458 | PhoneNum |
| Signature | 2025-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA SEWARD | PreparerPersonNm |
| PTIN | P02145103 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2025-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIA BARTLETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 CROSS PLAINS ROAD | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,474,769 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OAKMOUNTAIN.US | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | OAK MOUNTAIN ACADEMY PROVIDES A CHALLENGING COLLEGE-PREPARATORY EDUCATION IN A SAFE FAMILY ENVIRONMENT. THE SCHOOL NURTURES THE ETHICAL, SPIRITUAL AND PHYSICAL DEVELOPMENT OF STUDENTS AS THEY BECOME CONFIDENT LEADERS INSPIRED TO SERVE. THE ABOVE STATED MISSION IS ACHIEVED THROUGH AN ACTIVE ATHLETIC PROGRAM PROVIDING OVER 15 DIFFERENT SPORTING OPPORTUNITIES, A THRIVING ARTS PROGRAM INCLUDING CURRICULA AND CO-CURRICULA OPPORTUNITIES FOR EVERY CHILD, AND A HIGH ACHIEVING ACADEMIC PROGRAM THAT INCLUDES A VARIETY OF HONOR SOCIETIES AND ACADEMIC CLUB OPPORTUNITIES. THESE MISSION DRIVEN ACTIVITIES ARE FUNDED PRIMARILY THROUGH THE BOOSTER CLUB GOLF TOURNAMENT, THE PVA FALL FESTIVAL AND THE DEVELOPMENT OFFICE SPRING GALA AND AUCTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $393,554 | PYContributionsGrantsAmt |
| CY Contributions Grants | $457,012 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,484,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,907,733 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,565 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,486 | PYOtherRevenueAmt |
| CY Other Revenue | $34,067 | CYOtherRevenueAmt |
| PY Total Revenue | $2,902,761 | PYTotalRevenueAmt |
| CY Total Revenue | $3,444,597 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $136,492 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $189,931 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,139,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,162,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $283,436 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $931,834 | PYOtherExpensesAmt |
| CY Other Expenses | $1,108,094 | CYOtherExpensesAmt |
| PY Total Expenses | $3,207,785 | PYTotalExpensesAmt |
| CY Total Expenses | $3,460,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$305,024 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,907,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,598,186 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,912,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,576,057 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,994,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,022,129 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OAK MOUNTAIN ACADEMY PROVIDES A CHALLENGING COLLEGE-PREPARATORY EDUCATION IN A SAFE FAMILY ENVIRONMENT. THE SCHOOL NURTURES THE ETHICAL, SPIRITUAL, AND PHYSICAL DEVELOPMENT OF STUDENTS AS THEY BECOME CONFIDENT LEADERS INSPIRED TO SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,502,020 | ExpenseAmt |
| Grant | $189,931 | GrantAmt |
| Revenue | $2,907,733 | RevenueAmt |
| Desc | SEE SCHEDULE OPROVIDED FAITH-BASED, NON-DENOMINATIONAL, COLLEGE-PREPARATORY EDUCATION FOR STUDENTS IN PRE-KINDERGARTEN 3-YEAR-OLD THROUGH TWELFTH GRADE WITH APPROXIMATELY 213 STUDENTS. HISTORICALLY, 100% OF OMA STUDENTS CONTINUE TO GRADUATE AND MATRICULATE TO COLLEGES AND UNIVERSITIES THROUGHOUT THE UNITED STATES. MEMBERS OF THE CLASS OF 2024'S SAT AND ACT SCORES EXCEEDED LOCAL, STATE, AND NATIONAL AVERAGES. SCHOLARSHIP OFFERS IN 2024 REACHED APPROXIMATELY $2 MILLION. COMMUNITY SERVICE HOURS SCHOOLWIDE TOTALED MORE THAN 5,000. THE ACADEMY OFFERED FINANCIAL ASSISTANCE TO QUALIFYING STUDENTS IN THE AMOUNT OF $227,973. OAK MOUNTAIN ACADEMY CONTINUES TO FOCUS ON A VARIED CURRICULUM WITH EACH STUDENT EXPERIENCING ART, MUSIC, PE/HEALTH, TECHNOLOGY, DRAMA FOREIGN LANGUAGE, AND A CORE CURRICULUM ENHANCED BY ADVANCED PLACEMENT CLASSES, AND THE OPPORTUNITY TO PARTICIPATE IN GEORGIA'S DUAL ENROLLMENT PROGRAMS. OVER THE PAST SEVERAL YEARS, THE "HOUSE SYSTEM" WAS INTRODUCED AND EXPANDED IN THE MIDDLE SCHOOL AND PLACED-BASED LEARNING WAS IMPLEMENTED AND CONTINUES IN THE LOWER SCHOOL. A FOCUS ON WORK ETHICS AND CITIZENSHIP, THE "TOTAL WARRIOR PROGRAM," IS A VITAL COMPONENT IN THE UPPER SCHOOL. TECHNOLOGY INSTRUCTION WAS FURTHER ENHANCED WITH THE ADDITION OF SEVERAL COMPUTER SCIENCE COURSES IN THE DIVISIONS. EFFORTS CONTINUED TO PROVIDE A STEAM APPROACH ACROSS THE CURRICULUM, AS WELL AS AN INCREASED FOCUS ON RESEARCH-BASED WRITING. ADDITIONALLY, A FULL-TIME COUNSELOR PROVIDED COUNSELING SERVICES, AS WELL AS CHARACTER-BASED INSTRUCTION. EFFORTS CONTINUED BY THE FACULTY TO GROW PROFESSIONALLY AS PARTICIPATION IN PROFESSIONAL DEVELOPMENT OPPORTUNITIES ARE REQUIRED. TEACHERS STRIVE TO MEET THE NEEDS OF ALL STUDENTS WHILE PROVIDING AN IN SEAT AND VIRTUAL EDUCATIONAL ENVIRONMENT THAT IS BOTH NURTURING AND CHALLENGING. EXCEEDING EXPECTATIONS BOTH IN AND OUT OF THE CLASSROOM IS REQUIRED, AND A DEDICATED COMMITMENT TO THE MISSION AND THE FAITH-BASED VALUES ON WHICH THE ACADEMY WAS FOUNDED CONTINUES. | Desc |
| Total Program Service Expenses | $2,502,020 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM CULVER | PersonNm |
| Phone | 7708346651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 CROSS PLAINS ROAD | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| PATRICK YURAN | ||||||
| HEADMASTER | 100.00 | Yes (X) | $169,100 | $0 | $2,542 | |
| MARIA BARTLETT | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN BAIN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BUNNY GODARD | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEVIN BUSH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEBBIE MALLIY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET PERKINS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MATT PIKE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANN MARGARET PERKINS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT ROBISON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NICK MARTIN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MEREDITH SAMMON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SONYA DEFREESE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,542 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,800 | MembershipDuesAmt |
| Fundraising | $44,760 | FundraisingAmt |
| All Other Contributions | $406,452 | AllOtherContributionsAmt |
| Noncash Contributions | $45,034 | NoncashContributionsAmt |
| Total Contributions | $457,012 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611110 | $2,637,092 | $2,637,092 |
| STUDENT FEES | 611110 | $203,117 | $203,117 |
| ATHLETIC FEES & REVENU | 611110 | $36,013 | $36,013 |
| STUDENT ACTIVITIES | 611110 | $31,511 | $31,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,907,733 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,785 | TotalRevenueColumnAmt |
| Exclusion | $45,785 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,745 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,745 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,745 | TotalRevenueColumnAmt |
| Exclusion | $16,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,190 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $44,760 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,172 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,982 | TotalRevenueColumnAmt |
| Exclusion | -$18,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $562 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $562 | TotalRevenueColumnAmt |
| Exclusion | $562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,456 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,456 | TotalRevenueColumnAmt |
| Exclusion | $2,456 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER | 900099 | $17,050 | $17,050 |
| TRANSPORTATION FEES | 611110 | $16,236 | $16,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,286 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,444,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,907,733 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $79,852 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,931 | TotalAmt |
| Program Services | $189,931 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,101 | TotalAmt |
| Program Services | $56,367 | ProgramServicesAmt |
| Management And General | $56,367 | ManagementAndGeneralAmt |
| Fundraising | $56,367 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,826,157 | TotalAmt |
| Program Services | $1,381,271 | ProgramServicesAmt |
| Management And General | $330,582 | ManagementAndGeneralAmt |
| Fundraising | $114,304 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,048 | TotalAmt |
| Program Services | $13,004 | ProgramServicesAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
| Fundraising | $1,544 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,218 | TotalAmt |
| Program Services | $3,760 | ProgramServicesAmt |
| Management And General | $1,012 | ManagementAndGeneralAmt |
| Fundraising | $446 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,821 | TotalAmt |
| Program Services | $103,627 | ProgramServicesAmt |
| Management And General | $27,892 | ManagementAndGeneralAmt |
| Fundraising | $12,302 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,493 | TotalAmt |
| Management And General | $18,493 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,485 | TotalAmt |
| Program Services | $324 | ProgramServicesAmt |
| Management And General | $10,837 | ManagementAndGeneralAmt |
| Fundraising | $324 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,655 | TotalAmt |
| Program Services | $26,655 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,735 | TotalAmt |
| Program Services | $11,553 | ProgramServicesAmt |
| Management And General | $6,810 | ManagementAndGeneralAmt |
| Fundraising | $1,372 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,745 | TotalAmt |
| Program Services | $24,745 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,777 | TotalAmt |
| Program Services | $111,582 | ProgramServicesAmt |
| Management And General | $43,961 | ManagementAndGeneralAmt |
| Fundraising | $4,234 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110 | TotalAmt |
| Management And General | $1,110 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,347 | TotalAmt |
| Management And General | $24,347 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,105 | TotalAmt |
| Program Services | $144,235 | ProgramServicesAmt |
| Management And General | $57,396 | ManagementAndGeneralAmt |
| Fundraising | $5,474 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,984 | TotalAmt |
| Program Services | $65,634 | ProgramServicesAmt |
| Management And General | $25,859 | ManagementAndGeneralAmt |
| Fundraising | $2,491 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FIELD TRIPS | $131,181 | $112,358 | $15,058 | $3,765 |
| EDUCATIONAL EXPENSES | $104,948 | $104,948 | ||
| REPAIR AND MAINTENANCE | $77,268 | $53,961 | $21,259 | $2,048 |
| SPECIAL EVENTS | $76,405 | $76,405 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,856 | TotalAmt |
| Program Services | $98,065 | ProgramServicesAmt |
| Management And General | $30,431 | ManagementAndGeneralAmt |
| Fundraising | $2,360 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,370 | TotalAmt |
| Program Services | $2,502,020 | ProgramServicesAmt |
| Management And General | $674,914 | ManagementAndGeneralAmt |
| Fundraising | $283,436 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,619 | BOYAmt |
| EOY | $165,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,692,622 | BOYAmt |
| EOY | $1,347,908 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,028 | BOYAmt |
| EOY | $27,031 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,184 | BOYAmt |
| EOY | $15,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,852,598 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,966,085 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,016,157 | BOYAmt |
| EOY | $2,886,513 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,091 | BOYAmt |
| EOY | $126,127 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,324 | BOYAmt |
| EOY | $29,753 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,907,025 | BOYAmt |
| EOY | $4,598,186 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,451 | BOYAmt |
| EOY | $52,295 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,713 | BOYAmt |
| EOY | $1,129,864 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,209 | BOYAmt |
| EOY | $364,145 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,512 | BOYAmt |
| EOY | $29,753 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,912,885 | BOYAmt |
| EOY | $1,576,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,247,066 | BOYAmt |
| EOY | $2,045,681 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,074 | BOYAmt |
| EOY | $976,448 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,994,140 | BOYAmt |
| EOY | $3,022,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,907,025 | BOYAmt |
| EOY | $4,598,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$15,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,762 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,738 | BeginningYearBalanceAmt |
| Contributions | $129,064 | ContributionsAmt |
| Investment Earnings Or Losses | $11,297 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $467,099 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $323,435 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,303 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $326,738 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,239 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,196 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $323,435 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,590 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,649 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $322,239 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $314,123 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,467 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $318,590 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91857 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08143 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $501,000 | OtherCostOrOtherBasisAmt |
| Book Value | $501,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,191,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,942,686 | DepreciationAmt |
| Book Value | $2,248,647 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193,808 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,451 | DepreciationAmt |
| Book Value | $30,357 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $909,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $803,029 | DepreciationAmt |
| Book Value | $105,994 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,919 | DepreciationAmt |
| Book Value | $515 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,886,513 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $29,753 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,753 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,222,023 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,762 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$266,336 | OtherRevenueAmt |
| Revenue Not Reported | -$222,574 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,444,597 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,444,597 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,194,034 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,194,034 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $266,336 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $266,336 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,460,370 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT GIFTS TO THE ACADEMY ARE MADE WITH THE UNDERSTANDING THAT THE PRINCIPAL OF THE GIFT WILL BE INVESTED AND A PERCENTAGE OF THE ADJUSTED CORPUS BALANCE WILL BE SPENT ANNUALLY FOR THE BENEFIT OF OAK MOUNTAIN ACADEMY PRIMARILY FOR STUDENT SCHOLARSHIPS. |
| PART X, LINE 2: | THE ACADEMY IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, THE ACADEMY IS NOT REQUIRED TO PAY FEDERAL TAXES ON INCOME, AND CONTRIBUTIONS TO THE ACADEMY QUALIFY FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION TO THE EXTENT PROVIDED BY SECTION 170 OF THE INTERNAL REVENUE CODE. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRES THE ACADEMY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ACADEMY. MANAGEMENT BELIEVES THAT THE ACADEMY HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. MANAGEMENT IS NOT AWARE OF ANY CIRCUMSTANCES OR TRANSACTIONS THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. THERE CURRENTLY ARE NO AUDITS OF THE ACADEMY'S RETURNS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASS SCHOLARSHIPS FROM TUITION REVENUE -189,931. FUNDRAISING EXPENSES -76,405. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS SCHOLARSHIPS FROM TUITION REVENUE 189,931. FUNDRAISING EXPENSES 76,405. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PUBLICIZED BY NEWSPAPER, ENROLLMENT APPLICATIONS, & BROCHURES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $55,950 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,760 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,190 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,923 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,932 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,317 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $55,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $44,760 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,190 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,923 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,932 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,317 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,172 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,982 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS GIVEN TO STUDENTS | GrantTypeTxt |
| Recipient | 102 | RecipientCnt |
| Cash Grant | $189,931 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK YURAN | PersonNm |
| Title | HEADMASTER | TitleTxt |
| Base Compensation Filing Org | $145,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $14,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $9,600 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,542 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $171,642 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD OF TRUSTEES DETERMINES THE SALARY OF THE HEAD OF THE SCHOOL BASED ON HIS/HER PERFORMANCE AND SUCCESSFUL COMPLETION OF YEARLY GOALS. |
| PART I, LINE 7 | PATRICK YURAN RECEIVED A 10% BOARD APPROVED BONUS OF $14,500 DURING THE YEAR. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED AUCTION ITEMS | Desc |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,034 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PRESENTED ANNUALLY TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. EACH TRUSTEE INFORMS THE BUSINESS MANAGER WHEN THEY HAVE REVIEWED THE REPORT. WITH THE COMPLETION OF ALL TRUSTEES REVIEWING THE REPORT, THE 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY BY COMPLETING THE FOLLOWING: 1.) ENSURING CONFLICT OF INTEREST AVOIDANCE AGREEMENT AND DISCLOSURE IS SIGNED BY ALL TRUSTEES, AND 2 .) ENSURING EMPLOYEES SIGN THE STATEMENT OF HONORABLE INTENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES DETERMINES THE SALARY OF THE HEAD OF THE SCHOOL BASED ON HIS/HER PERFORMANCE AND SUCCESSFUL COMPLETION OF YEARLY GOALS. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABLE UPON REQUEST TO HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND THE FORM 990, AS WELL AS FORM 1023, ARE AVAILABLE UPON REQUEST TO ANYONE WHO REQUESTS THE DOCUMENTS. |
| FORM 990 PART XII LINE 2C | THE SAME AUDIT FIRM WAS MAINTAINED FROM THE PRIOR YEAR. THE OVERSIGHT PROCESS WAS NOT CHANGED. |
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