2025-03-20T16:43:45-05:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-07-01 580976833 OAK MOUNTAIN ACADEMY INC OAKM 7708346651 222 CROSS PLAINS ROAD CARROLLTON GA 30116 MARIA BARTLETT CHAIRMAN 7708533458 2025-03-18 1 0 MELISSA SEWARD P02145103 7709558600 2025-03-18 2023 2025-03-06 01:10:19Z MARIA BARTLETT 222 CROSS PLAINS ROAD CARROLLTON GA 30116 3474769 0 X OAKMOUNTAIN.US X 1966 GA 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. 11 11 80 35 0 0 393554 457012 2484156 2907733 21565 45785 3486 34067 2902761 3444597 136492 189931 0 0 2139459 2162345 0 0 283436 931834 1108094 3207785 3460370 -305024 -15773 4907025 4598186 1912885 1576057 2994140 3022129 X 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. 0 0 2502020 189931 2907733 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. 2502020 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X KIM CULVER 7708346651 222 CROSS PLAINS ROAD CARROLLTON GA 30116 PATRICK YURAN HEADMASTER 100.00 X 169100 0 2542 MARIA BARTLETT CHAIRMAN 1.00 X X 0 0 0 BRIAN BAIN VICE CHAIR 1.00 X X 0 0 0 BUNNY GODARD SECRETARY 1.00 X X 0 0 0 KEVIN BUSH TRUSTEE 1.00 X 0 0 0 DEBBIE MALLIY TRUSTEE 1.00 X 0 0 0 MARGARET PERKINS TRUSTEE 1.00 X 0 0 0 MATT PIKE TRUSTEE 1.00 X 0 0 0 ANN MARGARET PERKINS TRUSTEE 1.00 X 0 0 0 SCOTT ROBISON TRUSTEE 1.00 X 0 0 0 NICK MARTIN TRUSTEE 1.00 X 0 0 0 MEREDITH SAMMON TRUSTEE 1.00 X 0 0 0 SONYA DEFREESE TRUSTEE 1.00 X 0 0 0 169100 0 2542 1 0 1 0 0 5800 44760 406452 45034 457012 TUITION 611110 2637092 2637092 STUDENT FEES 611110 203117 203117 ATHLETIC FEES & REVENU 611110 36013 36013 STUDENT ACTIVITIES 611110 31511 31511 2907733 45785 45785 16745 0 16745 16745 16745 11190 44760 30172 -18982 -18982 562 0 562 562 2456 0 2456 2456 OTHER 900099 17050 17050 TRANSPORTATION FEES 611110 16236 16236 33286 3444597 2907733 0 79852 189931 189931 169101 56367 56367 56367 1826157 1381271 330582 114304 18048 13004 3500 1544 5218 3760 1012 446 143821 103627 27892 12302 18493 18493 11485 324 10837 324 26655 26655 19735 11553 6810 1372 24745 24745 159777 111582 43961 4234 1110 1110 24347 24347 207105 144235 57396 5474 93984 65634 25859 2491 FIELD TRIPS 131181 112358 15058 3765 EDUCATIONAL EXPENSES 104948 104948 REPAIR AND MAINTENANCE 77268 53961 21259 2048 SPECIAL EVENTS 76405 76405 130856 98065 30431 2360 3460370 2502020 674914 283436 80619 165700 1692622 1347908 12028 27031 2184 15154 7852598 4966085 3016157 2886513 84091 126127 19324 29753 4907025 4598186 45451 52295 1092713 1129864 755209 364145 19512 29753 1912885 1576057 X 2247066 2045681 747074 976448 2994140 3022129 4907025 4598186 -15773 43762 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 326738 129064 11297 467099 323435 3303 326738 322239 1196 323435 318590 3649 322239 314123 4467 318590 0.91857 0.08143 0 0 501000 501000 6191333 3942686 2248647 193808 163451 30357 909023 803029 105994 57434 56919 515 2886513 LEASE LIABILITY 29753 29753 X 3222023 43762 -266336 -222574 3444597 0 3444597 3194034 0 3194034 266336 266336 3460370 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED BY NEWSPAPER, ENROLLMENT APPLICATIONS, & BROCHURES. SPRING GALA 55950 44760 11190 5923 8932 4000 11317 55950 44760 11190 5923 8932 4000 11317 30172 -18982 0 SCHOLARSHIPS GIVEN TO STUDENTS 102 189931 X X 0 0 0 0 0 0 0 1 0 PATRICK YURAN HEADMASTER 145000 0 14500 0 9600 0 2542 0 0 0 171642 0 0 0 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. X DONATED AUCTION ITEMS 24 45034 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. 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.