Civic Intelligence

Oakridge School Inc.

990 • Fiscal year 2015 • EIN 75-1656802

Sep 01, 2014 to Aug 31, 2015 • Filed on Mar 30, 2016

5900 West Pioneer ParkwayArlington, 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

0.65x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.78x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

29th percentile

-1.1%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$302,836

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$21,281,762

Down $719,519 (-3.3%) from 2014

Net Assets

Down

$7,545,654

Down $210,323 (-2.7%) from 2014

Liabilities

Down

$13,736,108

Down $509,196 (-3.6%) from 2014

Revenue

Up

$17,687,621

Up $488,830 (+2.8%) from 2014

Expenses

Up

$17,889,893

Up $754,817 (+4.4%) from 2014

Net Income

Down

-$202,272

Down $265,987 (-417%) from 2014

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

2015

Assets$21,281,762
Liabilities$13,736,108
Net Assets$7,545,654

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

2015

Revenue$17,687,621
Expenses$17,889,893
Net Income-$202,272
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Mar 30, 2016
Return Version
2014v6.0
Gross Receipts
$18,144,172
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$16,815,611$15,365,514▼ $1,450,097
Cash and Non-Interest-Bearing Accounts$2,638,456$3,326,921▲ $688,465
Pledges and Grants Receivable$711,481$745,120▲ $33,639
Savings and Temporary Cash Investments$667,132$699,898▲ $32,766
Investments in Publicly Traded Securities$544,006$520,064▼ $23,942
Accounts Receivable$323,423$308,659▼ $14,764
Prepaid Expenses and Deferred Charges$139,043$165,590▲ $26,547
Investments Other Securities$50,440$50,539▲ $99
Intangible Assets$6,139$0▼ $6,139
Total Assets$22,001,281$21,281,762▼ $719,519
Other Assets Total$105,550$99,457▼ $6,093
Liabilities
Deferred Revenue$8,255,099$8,401,855▲ $146,756
Mortgage Notes Payable Secured by Investment Property$4,564,235$3,986,535▼ $577,700
Accounts Payable and Accrued Expenses$1,425,970$1,347,718▼ $78,252
Total Liabilities$14,245,304$13,736,108▼ $509,196
Net Assets / Fund Balance
Unrestricted Net Assets$7,376,949$6,568,380▼ $808,569
Temporarily Rstr Net Assets$224,392$820,638▲ $596,246
Permanently Rstr Net Assets$154,636$156,636▲ $2,000
Total Net Assets Fund Balance$7,755,977$7,545,654▼ $210,323
Total Liabilities and Net Assets / Fund Balance$22,001,281$21,281,762▼ $719,519

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,169,371$9,075,752$15,245,123
Leasehold Improvements$3,794,848$2,282,808$6,077,656
Land$3,800,578-$3,800,578
Equipment$1,385,252$1,780,045$3,165,297
Other Land Buildings$215,465$459,566$675,031

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$154,636$2,000--$156,636
2013$154,636---$154,636
2012$212,533$10,550--$154,636
2011$194,348$18,185--$212,533
2010$179,761$14,587--$194,348
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan KellamHeadmasterFT$214,873$87,963$302,836
Kathy GamillChief Financial OfficerFT$144,221$35,471$179,692
Andy BroadusPresidentFT$141,408-$141,408
Mike CobbDivision Head of the Middle SchoolFT$104,097$21,163$125,260
Noble Butch GrovesDivision Head of the Upper SchoolFT$102,935$5,263$108,198

Board Members and Trustees

NameTitle
Dana QueenanChairman of the Board
Brenda GoodenDirector
Bruce AshworthDirector
Charles PiersonDirector
Curt Von Der AheDirector
Jim HaddockDirector
John KacinskiDirector
John PetersenDirector
Matt WorthingtonDirector
NANCY O'SHEADirector
Richard LoweDirector
Scott HowellDirector
Steve WallDirector
Mike McwitheyHead of Buildings/grounds
Kim CallananHead of Development Committee
Dr Richard EnosHead of Education and Tech
Chuck ReynoldsHead of Executive Committee
Don DukeHead of Finance Committee
Don StarnesHead of Personnel Committe
Steve CrudupHead of Regents Committee
Lara HaddockParents Club Liason

Highest Paid Contractors

ContractorServicesLocationCompensation
Nelly's Janitorial Professional ServicesJanitorial ServicesPO BOX 48294, Watauga, TX 76148$293,074
Turf And SoilLandscaping Services1023 HORSE CREEK ROAD SUITE 1, Crowley, TX 76036$124,518
Iidon INCSecurity Services14500 MIDWAY ROAD, Farmers Branch, TX 75244$114,055
Revenue and Support

Revenue Composition

Contributions and Grants
$1,258,167
Program Service Revenue
$15,786,634
Investment Income
$-89,360
Other Revenue
$732,180
All Other Contributions
$1,258,167
Change in Net Assets
$-202,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,765,376
Revenue Not Reported on Financial Statements
$-77,755
Revenue Not Reported on Form 990
$-2,044,800
Other Revenue Adjustments
$-77,755
Total Revenue per Audited Statements
$15,720,576
Total Revenue per Form 990
$17,687,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,784,586
Other Expenses$6,068,558
Grants and Similar Amounts Paid$2,036,749
Total Fundraising Expense$698,644
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,341,515$143,389$162,507$7,647,411
Grants to Domestic Individuals$2,036,749--$2,036,749
Depreciation Depletion$1,642,676--$1,642,676
Other Employee Benefits$613,554$33,345$20,007$666,906
Occupancy$529,983$62,351$31,176$623,510
Payroll Taxes$533,549$35,570$23,713$592,832
All Other Expenses$369,033$182,736$2,156$553,925
Comp Disqual Persons$190,030$271,471$81,441$542,942
Office Expenses$431,624$50,779$25,390$507,793
Pension Plan Contributions$297,700$23,415$13,380$334,495
Other Expenses$255,343$30,040$258,266$258,266
Information Technology$183,902$21,636$10,818$216,356
Interest$207,597--$207,597
Insurance$150,672$26,042$9,301$186,015
Travel$124,032$17,307$2,884$144,223
Fees for Services Other-$89,971-$89,971
Fees for Services Accounting-$86,959-$86,959
Conferences and Meetings$32,337$1,797$1,797$35,931
Total Functional Expenses$16,032,866$1,158,383$698,644$17,889,893

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,889,893
Total Expenses per Audited Statements$15,930,899
Expenses per Audited Statements$15,853,144
Expenses Not Reported on Financial Statements$2,036,749
Other Expense Adjustments$2,036,749
Expenses Not Reported on Form 990$77,755
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$621,004
Fundraising Direct Expenses$363,495
Gaming Gross Income$31,390
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Super Supper and Auction$344,264$344,264$76,221$268,043
Magazine Sales$49,882$49,882$9,764$40,118
Total Events$621,004$621,004$363,495$257,509
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 11

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 WEST PIONEER PARKWAY, ARLINGTON, TX 76013

Signing Officer

Name
Kathy Gamill CPA CFO
Title
Director
Phone
8174514994
Signed
2016-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Gamill CPA CFO
Formed
1979
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
206
Volunteers
450

Preparer

Firm
Whitley Penn Llp
Address
1400 WEST 7TH STREET STE 400, FT WORTH, TX 76102
Preparer
Mark Topel
Phone
8172599100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Form 990, part xi, 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 follows the guidance under fasb asc topic no. 740, income taxes, which prescribes a comprehensive model for the financial statement recognition, measurement, presentation, and disclosure of uncertain in 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 and as of august 31, 2015, the school's tax returns related to the years ended august 31, 2012 through 2014 remain open to possible examination by the internal revenue service; however no tax returns are currently under examination.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid included in revenue on audited financial statements -2,036,749.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Yearbook advertising revenue 15,301. Loss on disposal of assets -93,056.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Yearbook advertising revenue -15,301. Loss on disposal of assets 93,056.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid included in revenue on audited financial statements 2,036,749.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/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
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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/OtherCompensationAmt2175464
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2322371
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt245263
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2521163
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE WALL
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE ASHWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm2DON STARNES
IRS990/Form990PartVIISectionAGrp/PersonNm3DR RICHARD ENOS
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN KACINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE CRUDUP
IRS990/Form990PartVIISectionAGrp/PersonNm6DON DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm7BRENDA GOODEN
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE MCWITHEY
IRS990/Form990PartVIISectionAGrp/PersonNm10NANCY O'SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm11DANA QUEENAN
IRS990/Form990PartVIISectionAGrp/PersonNm12CHUCK REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm13CURT VON DER AHE
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm15KIM CALLANAN
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM HADDOCK
IRS990/Form990PartVIISectionAGrp/PersonNm17CHARLES PIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm18LARA HADDOCK
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm20MATT WORTHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm21JONATHAN KELLAM
IRS990/Form990PartVIISectionAGrp/PersonNm22ANDY BROADUS
IRS990/Form990PartVIISectionAGrp/PersonNm23KATHY GAMILL
IRS990/Form990PartVIISectionAGrp/PersonNm24NOBLE BUTCH GROVES
IRS990/Form990PartVIISectionAGrp/PersonNm25MIKE COBB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromOrgAmt21227372
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22141408
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23157321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24102935
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25104097
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2HEAD OF PERSONNEL COMMITTE
IRS990/Form990PartVIISectionAGrp/TitleTxt3HEAD OF EDUCATION AND TECH
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5HEAD OF REGENTS COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6HEAD OF FINANCE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9HEAD OF BUILDINGS/GROUNDS
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12HEAD OF EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15HEAD OF DEVELOPMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PARENTS CLUB LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEADMASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIVISION HEAD OF THE UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIVISION HEAD OF THE MIDDLE SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0363495
IRS990/FundraisingGrossIncomeAmt0621004
IRS990/GainOrLossGrp/OtherAmt0-93056
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt031390
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt02036749
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02036749
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02036749
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018144172
IRS990/GrossRentsGrp/RealAmt013333
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010818
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021636
IRS990/InformationTechnologyGrp/ProgramServicesAmt0183902
IRS990/InformationTechnologyGrp/TotalAmt0216356
IRS990/InsuranceGrp/FundraisingAmt09301
IRS990/InsuranceGrp/ManagementAndGeneralAmt026042
IRS990/InsuranceGrp/ProgramServicesAmt0150672
IRS990/InsuranceGrp/TotalAmt0186015
IRS990/IntangibleAssetsGrp/BOYAmt06139
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0207597
IRS990/InterestGrp/TotalAmt0207597
IRS990/InvestmentIncomeGrp/ExclusionAmt03696
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03696
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt050440
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt050539
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0544006
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0520064
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013598171
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016815611
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015365514
IRS990/LandBldgEquipCostOrOtherBssAmt028963685
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt093056
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/BOYAmt04564235
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03986535
IRS990/NetAssetsOrFundBalancesBOYAmt07755977
IRS990/NetAssetsOrFundBalancesEOYAmt07545654
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-93056
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-93056
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0257509
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0257509
IRS990/NetIncomeFromGamingGrp/ExclusionAmt031390
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt031390
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt013333
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013333
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-8051
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt031176
IRS990/OccupancyGrp/ManagementAndGeneralAmt062351
IRS990/OccupancyGrp/ProgramServicesAmt0529983
IRS990/OccupancyGrp/TotalAmt0623510
IRS990/OfficeExpensesGrp/FundraisingAmt025390
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050779
IRS990/OfficeExpensesGrp/ProgramServicesAmt0431624
IRS990/OfficeExpensesGrp/TotalAmt0507793
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0105550
IRS990/OtherAssetsTotalGrp/EOYAmt099457
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020007
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033345
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0613554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0666906
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1ATHLETICS
IRS990/OtherExpensesGrp/Desc2CLEANING SERVICE
IRS990/OtherExpensesGrp/Desc3FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt040788
IRS990/OtherExpensesGrp/FundraisingAmt115020
IRS990/OtherExpensesGrp/FundraisingAmt2258266
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt081575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130040
IRS990/OtherExpensesGrp/ProgramServicesAmt0693389

Document Assets

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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