2024-11-12T14:04:34-06:00 2024-06-30 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2023-07-01 540898129 Oakwood Services International Inc OAKW 7039415788 7210 Braddock Road Annandale VA 22003 M Lane McIntyre CEO 7039415788 2024-11-08 1 1 Jennifer S Manster CPA P01383338 7036422700 2023 2024-10-15 13:58:12Z Oakwood School M Lane McIntyre 7210 Braddock Road Annandale VA 22003 6113307 0 X www.oakwoodschool.com X 1971 VA Oakwood Schools provides a multisensory educational program in which students with learning differences are guided to achieve their unique academic and social potential in a nurturing community environment. 6 4 49 0 0 0 127677 263257 4967846 5429599 41026 319335 35422 97010 5171971 6109201 198700 278000 0 0 3930757 4356387 0 0 131825 1604766 1912199 5734223 6546586 -562252 -437385 31771350 34091437 13518984 15038292 18252366 19053145 Oakwood School provides a multisensory educational program in which students with learning differences are guided to achieve their unique academic and social potential in a nurturing community environment. 0 0 5529201 278000 5429599 Operate an organization for education, consulting, and counseling services. The organization operates a school through the 8th grade for more than 100 children with learning differences as well as a learning center for English as a second language. 5529201 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 19 0 1 49 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Oakwood Services International Inc 7039415788 7210 Braddock Road Annandale VA 22003 Stacy Martin Vice President 2.00 X 0 0 0 D Mark McIntyre Director 2.00 X 0 0 0 Cole A Holman Secretary 2.00 X X 0 0 0 G Fred Payne Director 2.00 X 0 0 0 Michael Lane McIntyre President 40.00 X X 139632 0 99405 Beth Collins Director 2.00 X 0 0 0 139632 0 99405 2 0 1 0 0 263257 263257 Tuition 611710 5146014 5146014 After school programs 611710 83285 83285 Speech therapy 611710 41504 41504 Registration 611710 39550 39550 Technology fees 611710 36725 36725 82521 82521 5429599 175373 175373 95280 0 95280 95280 95280 143962 0 143962 143962 143962 5836 4106 1730 1730 6109201 5429599 0 416345 278000 278000 238021 119010 101159 17852 3371864 2989498 289963 92403 75965 70215 5750 409485 167586 238141 3758 261052 230982 22310 7760 32547 32547 63724 37462 26262 44488 39842 191 4455 37044 34531 2513 117037 96896 20141 57071 54415 2488 168 1165 630 535 11810 11810 282818 274334 7636 848 932013 904053 25164 2796 43728 3258 40460 10 Repairs and maintenance 111225 108054 2854 317 Materials and supplies 66174 47066 18267 841 Substitute and temporar 25117 25117 Other 19231 5663 13568 67007 43219 23706 82 6546586 5529201 885560 131825 3351835 4844701 89500 491054 274019 86329 13898 20739 43362 37464 20279742 3269017 17762790 17010725 8712790 9961103 1523156 1639322 31771350 34091437 447039 536361 3184326 3460585 8364463 9402024 1523156 1639322 13518984 15038292 X 18013260 18992327 239106 60818 18252366 19053145 31771350 34091437 -437385 1238164 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 781031 781031 18861901 2774176 16087725 636810 494841 141969 17010725 Deferred compensation 1639322 1639322 X 7036818 1238164 1238164 5798654 32547 278000 310547 6109201 6236039 0 6236039 32547 278000 310547 6546586 Part X, Line 2: The following was disclosed related to uncertain tax positions in the financial statements: The School is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. Oakwood Stewardship, LLC and Regent Services, LLC are disregarded entities for income tax purposes. As a result, all activity is reported on the School's Form 990 and qualifies for tax exemption under the School. The School did not have any unrelated business income subject to income taxes. Accordingly, no provision for income taxes has been included in the financial statements Part XI, Line 4b - Other Adjustments: Scholarships reported net of revenue in audited financial statements 278,000. Part XII, Line 4b - Other Adjustments: Scholarships reported net of revenue in audited financial statements 278,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 The School's nondiscriminatory policy is published in the Washington Post during the registration period as part of a notice listing all the members of the Independent Education association. 1 Tuition Assistance 22 278000 Part I, Line 2: Student financial aid is given on basis of need to help offset the total tuitions due for the year. X X X 0 0 0 0 0 0 0 1 0 Michael Lane McIntyre President 134832 0 4800 0 0 0 2408 0 96997 0 239037 0 0 0 Part I, Line 7 Non-fixed payments totalling $4,800 were paid to Michael Lane McIntyre as part of a program to recognize the additional outstanding work of employees on the staff who have performed their jobs in excess of their written job descriptions. Mary McIntyre Individual Family Member 119898 Salary and Benefits - Mary McIntyre is a paid employee (non-highly compensated) who has two immediate family members on the Board of Directors.Mary McIntyre participates in and was allocated $116,166 of change in investment value related to a supplemental non-qualified retirement plan during the fiscal year. 0 Form 990, Part VI, Section A, line 2 D. Mark McIntyre (board member) and Michael Lane McIntyre (head of school and board member) are siblings. Form 990, Part VI, Section B, line 11b After preparation of the Form 990, it is circulated to members of the audit review committee of the board of directors. Members of the committee have seven days to comment in writing to the chief executive officer. If any of the comments require further revision of the Form 990, those revisions are made by the CPA firm that prepares the return. The Form 990 is reviewed by members of the organization's management and is read by the chief executive officer before signing. Form 990, Part VI, Section B, line 12c Persons covered by this policy annually disclose to the Chairman of the Board their interest that could give rise to conflicts of interest. For each interest disclosed the chairman decides any action or disclosure that is required. The Chief Employed Executive and Chief Finance Executive monitor proposed or ongoing transactions for conflicts and disclose them to the Chairman for review. Form 990, Part VI, Section B, line 15a Compensation for the CEO is reviewed for comparability by a compensation committee of the board using annual compensation statistics provided by professional organizations. Form 990, Part VI, Section C, line 19 If the governing documents, financial statements, or policies of our organization are subject to the Federal public disclosure rules (or state public disclosure rules), these documents will be made available upon request as applicable law may require. Otherwise, the governing documents, financial statements, and/or policies will be provided to the public at the discretion of management. Form 990, Part XI, line 2c The finance committee assumes responsibility for oversight of the audit and selection of an independent accountant. Oakwood Stewardship LLC 7210 Braddock Road Annandale VA 22003 Hold and manage assets benefiting educational and charitable activities. VA 11571532 Oakwood Services International Inc Regent Services LLC 7210 Braddock Road Annandale VA 22003 Hold and manage real property held for future operations VA 1468796 876825 Oakwood Services International Inc