Civic Intelligence

Oakridge School Inc.

990 • Fiscal year 2019 • EIN 75-1656802

Sep 01, 2018 to Aug 31, 2019 • Filed on Jun 25, 2020

5900 W Pioneer PkwyArlington, TX 76013

(817) 451-4994

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.67x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

29th percentile

-1.9%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

84th percentile

$358,611

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-4.2%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$19,630,345

Down $564,390 (-2.8%) from 2018

Net Assets

Down

$7,433,988

Down $346,042 (-4.4%) from 2018

Liabilities

Down

$12,196,357

Down $218,348 (-1.8%) from 2018

Revenue

Down

$18,100,061

Down $797,612 (-4.2%) from 2018

Expenses

Up

$18,443,198

Up $173,547 (+0.9%) from 2018

Net Income

Down

-$343,137

Down $971,159 (-155%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $16,651,318Liabilities 2010: $11,645,155Net Assets 2010: $5,006,1632010Assets 2011: $17,794,192Liabilities 2011: $12,161,628Net Assets 2011: $5,632,5642011Assets 2012: $19,213,039Liabilities 2012: $12,595,702Net Assets 2012: $6,617,3372012Assets 2013: $21,252,225Liabilities 2013: $13,582,417Net Assets 2013: $7,669,8082013Assets 2014: $22,001,281Liabilities 2014: $14,245,304Net Assets 2014: $7,755,9772014Assets 2015: $21,281,762Liabilities 2015: $13,736,108Net Assets 2015: $7,545,6542015Assets 2016: $20,689,100Liabilities 2016: $13,284,972Net Assets 2016: $7,404,1282016Assets 2017: $20,525,221Liabilities 2017: $13,372,200Net Assets 2017: $7,153,0212017Assets 2018: $20,194,735Liabilities 2018: $12,414,705Net Assets 2018: $7,780,0302018Assets 2019: $19,630,345Liabilities 2019: $12,196,357Net Assets 2019: $7,433,9882019Assets 2020: $20,172,743Liabilities 2020: $13,619,119Net Assets 2020: $6,553,6242020Assets 2021: $19,389,993Liabilities 2021: $10,680,586Net Assets 2021: $8,709,4072021Assets 2022: $17,930,441Liabilities 2022: $11,314,461Net Assets 2022: $6,615,9802022Assets 2023: $17,568,038Liabilities 2023: $11,163,620Net Assets 2023: $6,404,4182023Assets 2024: $17,254,381Liabilities 2024: $11,673,512Net Assets 2024: $5,580,8692024

Highlighted filing

2019

Assets$19,630,345
Liabilities$12,196,357
Net Assets$7,433,988

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $13,682,6362010Expenses 2011: $14,749,3662011Expenses 2012: $15,561,6442012Expenses 2013: $16,057,3452013Revenue 2014: $17,198,791Expenses 2014: $17,135,076Net Income 2014: $63,7152014Revenue 2015: $17,687,621Expenses 2015: $17,889,893Net Income 2015: -$202,2722015Revenue 2016: $18,032,959Expenses 2016: $18,178,351Net Income 2016: -$145,3922016Revenue 2017: $17,681,782Expenses 2017: $17,928,681Net Income 2017: -$246,8992017Revenue 2018: $18,897,673Expenses 2018: $18,269,651Net Income 2018: $628,0222018Revenue 2019: $18,100,061Expenses 2019: $18,443,198Net Income 2019: -$343,1372019Revenue 2020: $16,918,174Expenses 2020: $17,998,126Net Income 2020: -$1,079,9522020Revenue 2021: $20,174,539Expenses 2021: $18,390,061Net Income 2021: $1,784,4782021Revenue 2022: $16,706,706Expenses 2022: $18,445,686Net Income 2022: -$1,738,9802022Revenue 2023: $19,233,332Expenses 2023: $19,593,421Net Income 2023: -$360,0892023Revenue 2024: $19,862,028Expenses 2024: $21,007,786Net Income 2024: -$1,145,7582024

Highlighted filing

2019

Revenue$18,100,061
Expenses$18,443,198
Net Income-$343,137
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jun 25, 2020
Return Version
2018v3.2
Gross Receipts
$18,813,558
Mission and Program Overview

Mission

To inspire students to seek their full potential in academics, the arts, and athletics in a challenging and nurturing environment that cultivates social responsibility, mutual respect, and personal integrity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,423,455$13,897,878▲ $474,423
Cash and Non-Interest-Bearing Accounts$3,388,393$2,038,939▼ $1,349,454
Investments in Publicly Traded Securities$619,040$1,534,979▲ $915,939
Savings and Temporary Cash Investments$1,156,871$754,408▼ $402,463
Pledges and Grants Receivable$985,546$740,427▼ $245,119
Accounts Receivable$324,022$356,454▲ $32,432
Prepaid Expenses and Deferred Charges$187,981$183,393▼ $4,588
Total Assets$20,194,735$19,630,345▼ $564,390
Other Assets Total$109,427$123,867▲ $14,440
Liabilities
Deferred Revenue$8,137,313$7,622,860▼ $514,453
Mortgage Notes Payable Secured by Investment Property$3,077,132$3,023,555▼ $53,577
Accounts Payable and Accrued Expenses$1,200,260$1,549,942▲ $349,682
Total Liabilities$12,414,705$12,196,357▼ $218,348
Net Assets / Fund Balance
Unrestricted Net Assets$5,636,696$5,832,300▲ $195,604
Temporarily Rstr Net Assets$1,961,698$1,420,052▼ $541,646
Permanently Rstr Net Assets$181,636$181,636→ $0
Total Net Assets Fund Balance$7,780,030$7,433,988▼ $346,042
Total Liabilities and Net Assets / Fund Balance$20,194,735$19,630,345▼ $564,390

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,294,378$10,881,968$16,176,346
Leasehold Improvements$2,552,958$4,315,416$6,868,374
Land$3,800,578-$3,800,578
Equipment$673,361$2,469,583$3,142,944
Other Land Buildings$1,576,603$652,565$2,229,168

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$181,636---$181,636
2017$181,636---$181,636
2016$156,636$25,000--$181,636
2015$156,636---$156,636
2014$154,636$2,000--$156,636
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan KellamHead of SchoolFT$288,845$69,766$358,611
Kathy GamillChief Financial OfficerFT$160,677$33,737$194,414
Sarah KramerAssistant Head of SchoolFT$119,006$30,405$149,411
Shawn MeadowsAthletic DirectorFT$105,744$29,742$135,486
Sarah SchecterDivision Head of the Lower SchoolFT$100,944$30,650$131,594
James AndersenDivision Head of the Upper SchoolFT$101,348$29,522$130,870
Noble Butch Groves Partial YearDivision Head of the Upper SchoolFT$110,155$12,751$122,906
Michelle VaughnDirector of Technology and Modern LearningFT$104,508$12,468$116,976

Board Members and Trustees

NameTitle
Jim HaddockChair of Board of Regents
Matt WorthingtonChair of Buildings and Grounds
John PetersenChair of Development Committee
Kelly BroadusChair of Education and Technology
Kim Callanan Partial YearChair of Endowment Committee
Don DukeChair of Executive Committee
Charles PiersonChair of Finance Committee
Steve WallChair of Personnel Committee
Andy SchoeningDirector
Cathy HandyDirector
Dana QueenanDirector
Mark JonesDirector
Michael HeiskellDirector
Richard Lowe Partial YearDirector
Ron WidupDirector
Scott HowellDirector
Steve Crudup Partial YearDirector
Victoria MyersDirector
Don StarnesLifetime Regent
NANCY O'SHEALifetime Regent
Jeanne CurtisParents Club Liason

Highest Paid Contractors

ContractorServicesLocationCompensation
Sports Field Holdings LLCGeneral Contractor16400 DALLAS PKWY STE 305, Dallas, TX 75248$697,916
Nelly's Janitorial Professional ServicesJanitorial Services5428 ROCKY MOUNTAIN RD, Fort Worth, TX 76137$302,240
Turf And SoilLandscaping Services4601 STADIUM DR, Fort Worth, TX 76133$196,720
-Remodeling Services2325 FOREST AVE, Fort Worth, TX 76112$186,925
-Landscaping Services1023 HORSE CREEK RD STE 1, Crowley, TX 76036$155,029
Revenue and Support

Revenue Composition

Contributions and Grants
$954,534
Program Service Revenue
$16,432,488
Investment Income
$90,342
Other Revenue
$622,697
All Other Contributions
$954,534
Change in Net Assets
$-343,137

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,081,491
Revenue Not Reported on Financial Statements
$18,570
Revenue Not Reported on Form 990
$-2,360,834
Other Revenue Adjustments
$18,570
Total Revenue per Audited Statements
$15,720,657
Total Revenue per Form 990
$18,100,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,476,559
Other Expenses$5,608,710
Grants and Similar Amounts Paid$2,357,929
Total Fundraising Expense$698,307
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,841,873$153,162$173,583$8,168,618
Grants to Domestic Individuals$2,357,929--$2,357,929
Depreciation Depletion$1,363,603--$1,363,603
Occupancy$642,446$75,582$37,791$755,819
Other Employee Benefits$634,867$34,504$20,702$690,073
Payroll Taxes$579,086$38,606$25,737$643,429
Current Officers, Directors, Trustees, and Key Employees$217,490$310,700$93,210$621,400
Office Expenses$378,917$44,579$22,289$445,785
Pension Plan Contributions$314,205$24,712$14,122$353,039
Other Expenses$316,841$36,118$18,059$316,841
All Other Expenses$45,009$36,885$224,936$306,830
Information Technology$200,182$23,551$11,775$235,508
Insurance$179,058$30,948$11,053$221,059
Travel$123,927$17,292$2,882$144,101
Interest$108,206--$108,206
Fees for Services Accounting-$99,869-$99,869
Conferences and Meetings$35,708$1,984$1,984$39,676
Fees for Services Other-$32,037-$32,037
Total Functional Expenses$16,703,995$1,040,896$698,307$18,443,198

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,443,198
Expenses per Audited Statements$16,085,269
Total Expenses per Audited Statements$16,066,699
Expenses Not Reported on Financial Statements$2,357,929
Other Expense Adjustments$2,357,929
Expenses Not Reported on Form 990$-18,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$592,365
Fundraising Direct Expenses$256,837
Gaming Gross Income$17,700
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Super Supper and Auction$350,507$350,507$29,914$320,593
Golf Tournament$67,667$67,667$23,217$44,450
Total Events$592,365$592,365$256,837$335,528
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The chairman reviews a copy of form 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

The organization annually requires employees to report any conflict of interest.

Form 990, Part VI, Section B, Line 15

The governing body relies on appropriate comparable data gathered by an independent source in approving compensation of officers and employees.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements, and form 990 available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Oakridge School
EIN
75-1656802
Phone
8174514994
Address
5900 W PIONEER PKWY, ARLINGTON, TX 76013

Signing Officer

Name
Kathy Gamill CPA CFO
Title
Director
Phone
8174514994
Signed
2020-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Gamill CPA CFO
Formed
1979
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
234
Volunteers
350

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Mark Topel
Phone
8172599100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The financial reporting oversight process has not changed from the prior year. The form 990 is presented and reviewed by the finance committee before the board of directors reviews the form 990.

Financial Statement Notes

PART V, LINE 4:

The organization's endowment funds provide for student scholarships, faculty advancement and other general activities.

PART X, LINE 2:

The school is exempt from federal income tax under section 501(c)(3) of the internal revenue code, as an organization other than a private foundation. The school follows the guidance under gaap which prescribes a comprehensive model for the financial statement recognition, measurement, presentation, and disclosure of uncertain tax positions taken or expected to be taken in income tax returns. Management believes that it has not taken a tax position that, if challenged, would have a material effect on the school's financial statements. The school files form 990 in the united states federal jurisdiction within the united states.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid included in revenue on audited financial statements -2,357,929.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Yearbook advertising revenue 18,570.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Yearbook advertising revenue -18,570.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid included in revenue on audited financial statements 2,357,929.

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IRS990/ActivityOrMissionDesc0TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY.
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2150326
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2412751
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2629742
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2812468
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY O'SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm1DON STARNES
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLY BROADUS
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM CALLANAN PARTIAL YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE CRUDUP PARTIAL YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm5CATHY HANDY
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD LOWE PARTIAL YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES PIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDY SCHOENING
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE WALL
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM HADDOCK
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm12DANA QUEENAN
IRS990/Form990PartVIISectionAGrp/PersonNm13DON DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL HEISKELL
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm16RON WIDUP
IRS990/Form990PartVIISectionAGrp/PersonNm17MATT WORTHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm18MARK JONES
IRS990/Form990PartVIISectionAGrp/PersonNm19VICTORIA MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm20JEANNE CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm21JONATHAN KELLAM
IRS990/Form990PartVIISectionAGrp/PersonNm22KATHY GAMILL
IRS990/Form990PartVIISectionAGrp/PersonNm23SARAH KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm24NOBLE BUTCH GROVES PARTIAL YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm25JAMES ANDERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm26SHAWN MEADOWS
IRS990/Form990PartVIISectionAGrp/PersonNm27SARAH SCHECTER
IRS990/Form990PartVIISectionAGrp/PersonNm28MICHELLE VAUGHN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21308285
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22173777
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23119006
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24110155
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25101348
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28104508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0LIFETIME REGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1LIFETIME REGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR OF EDUCATION AND TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR OF ENDOWMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR OF FINANCE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR OF PERSONNEL COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR OF BOARD OF REGENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR OF EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR OF DEVELOPMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR OF BUILDINGS AND GROUNDS
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PARENTS CLUB LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIVISION HEAD OF THE UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIVISION HEAD OF THE UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt26ATHLETIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIVISION HEAD OF THE LOWER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF TECHNOLOGY AND MODERN LEARNING
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0256837
IRS990/FundraisingGrossIncomeAmt0592365
IRS990/GainOrLossGrp/OtherAmt01000
IRS990/GainOrLossGrp/SecuritiesAmt048841
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt017700
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt02357929
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02357929
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02357929
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0505501
IRS990/GrossReceiptsAmt018813558
IRS990/GrossRentsGrp/RealAmt013333
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011775
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023551
IRS990/InformationTechnologyGrp/ProgramServicesAmt0200182
IRS990/InformationTechnologyGrp/TotalAmt0235508
IRS990/InsuranceGrp/FundraisingAmt011053
IRS990/InsuranceGrp/ManagementAndGeneralAmt030948
IRS990/InsuranceGrp/ProgramServicesAmt0179058
IRS990/InsuranceGrp/TotalAmt0221059
IRS990/InterestGrp/ProgramServicesAmt0108206
IRS990/InterestGrp/TotalAmt0108206
IRS990/InvestmentIncomeGrp/ExclusionAmt040501
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040501
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0619040
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01534979
IRS990/IRPDocumentCnt054
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018319532
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013423455
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013897878
IRS990/LandBldgEquipCostOrOtherBssAmt032217410
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0456660
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03077132
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03023555
IRS990/NetAssetsOrFundBalancesBOYAmt07780030
IRS990/NetAssetsOrFundBalancesEOYAmt07433988
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt049841
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt049841
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0335528
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0335528
IRS990/NetIncomeFromGamingGrp/ExclusionAmt017700

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.3$11.7$5.58$19.9$21.0$1.15
2023Detailed filing. Detailed filing data is available for this year.$17.6$11.2$6.40$19.2$19.6$0.36
2022Detailed filing. Detailed filing data is available for this year.$17.9$11.3$6.62$16.7$18.4$1.74
2021Detailed filing. Detailed filing data is available for this year.$19.4$10.7$8.71$20.2$18.4$1.78
2020Detailed filing. Detailed filing data is available for this year.$20.2$13.6$6.55$16.9$18.0$1.08
2019Detailed filing. Detailed filing data is available for this year.$19.6$12.2$7.43$18.1$18.4$0.34
2018Detailed filing. Detailed filing data is available for this year.$20.2$12.4$7.78$18.9$18.3$0.63
2017Detailed filing. Detailed filing data is available for this year.$20.5$13.4$7.15$17.7$17.9$0.25
2016Detailed filing. Detailed filing data is available for this year.$20.7$13.3$7.40$18.0$18.2$0.15
2015Detailed filing. Detailed filing data is available for this year.$21.3$13.7$7.55$17.7$17.9$0.20
2014Detailed filing. Detailed filing data is available for this year.$22.0$14.2$7.76$17.2$17.1$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$13.6$7.67$16.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$12.6$6.62$15.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$12.2$5.63$14.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$11.6$5.01$13.7