Nonprofit · EIN 58-0976833
OAK MOUNTAIN ACADEMY INC
Tax-exempt · CARROLLTON, GA 30116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,490,444 | $3,557,093 | -$66,649 | $4,572,751 | $1,573,468 | $2,999,283 |
| June 30, 2024 | 990 | $3,444,597 | $3,460,370 | -$15,773 | $4,598,186 | $1,576,057 | $3,022,129 |
| June 30, 2023 | 990 | $2,902,761 | $3,207,785 | -$305,024 | $4,907,025 | $1,912,885 | $2,994,140 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $398,064
- Membership dues
- $3,100
- Program service revenue
- $3,048,146
- Investment income
- $39,866
- Net rental income
- $22,600
- Net income from fundraising events
- -$33,411
- Net income from sales of inventory
- $2,004
- Other revenue
- $4,368
Expenses
- Grants and similar amounts paid
- $295,780
- Compensation of officers, directors and key employees
- $183,999
- Other salaries and wages
- $1,804,787
- Salaries, compensation and benefits (total)
- $2,157,374
- Professional fundraising fees
- $0
- Accounting fees
- $24,140
- Occupancy
- $171,587
- Depreciation
- $234,607
- Program services (functional)
- $2,609,123
- Management and general (functional)
- $720,989
- Fundraising (functional)
- $226,981
Balance sheet and other
- Total assets, start of year
- $4,598,186
- Total assets, end of year
- $4,572,751
- Total liabilities, end of year
- $1,573,468
- Net assets, end of year
- $2,999,283
- Land, buildings and equipment
- $2,894,950
- Publicly traded securities
- $154,710
- Net assets without donor restrictions
- $1,857,956
- Net assets with donor restrictions
- $1,141,327
- Gross receipts
- $3,536,799
- Employees
- 70
- Volunteers
- 30
- Year formed
- 1966
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK YURAN | HEADMASTER Officer | 100 | $164,500 | $9,600 |
| BRIAN BAIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BUNNY GODARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN BUSH | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| MARIA BARTLETT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| Alice ROBISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN MARGARET PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBBIE MALLoy | TRUSTEE Trustee or director | 1 | $0 | $0 |
| Kirby Butler | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATT PIKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEREDITH SAMMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICK MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT ROBISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SONYA DEFREESE | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK YURAN | HEADMASTER Officer | 100 | $169,100 | $2,542 |
| MARIA BARTLETT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN BAIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BUNNY GODARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN BUSH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBBIE MALLIY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATT PIKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN MARGARET PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT ROBISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICK MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEREDITH SAMMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SONYA DEFREESE | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK YURAN | HEADMASTER Officer | 100 | $169,100 |
| MARIA BARTLETT | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BRIAN BAIN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| KEN BARBER | TREASURER Trustee or director, Officer | 1 | $0 |
| BUNNY GODARD | SECRETARY Trustee or director, Officer | 1 | $0 |
| KEVIN BUSH | TRUSTEE Trustee or director | 1 | $0 |
| DEBBIE MALLIY | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET PERKINS | TRUSTEE Trustee or director | 1 | $0 |
| MATT PIKE | TRUSTEE Trustee or director | 1 | $0 |
| ANN MARGARET PERKINS | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT ROBINSON | TRUSTEE Trustee or director | 1 | $0 |
| NICK MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| MEREDITH SAMMON | TRUSTEE Trustee or director | 1 | $0 |
| SONYA DEFREESE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 222 CROSS PLAINS RD, CARROLLTON, GA 30116-6692
- Principal officer (990 for 2024)
- MARIA BARTLETT, 222 Cross Plains Road, Carrollton, GA 30116
- Signed the 990
- Maria Bartlett, Chairman
- Phone
- (770) 834-6651
- Website
- OAKMOUNTAIN.US
- Return prepared by
- Mauldin & Jenkins LLC
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.
Program accomplishments
- PROVIDED 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 $295,780. 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.Expenses $2,609,123 · grants $295,780 · revenue $3,048,146
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-0976833
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $4,572,751
- Income (IRS master file)
- $3,536,799
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,490,444 | $3,557,093 | $4,572,751 | IRS |
| 990 | June 2024 | $3,444,597 | $3,460,370 | $4,598,186 | XML |
| 990 | June 2023 | $2,902,761 | $3,207,785 | $4,907,025 | XML |
| 990 | June 2022 | $4,304,707 | $3,264,611 | $5,261,945 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-0976833).
Questions about OAK MOUNTAIN ACADEMY INC
- What is the EIN of OAK MOUNTAIN ACADEMY INC?
- The employer identification number (EIN) of OAK MOUNTAIN ACADEMY INC is 58-0976833.
- Is OAK MOUNTAIN ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to OAK MOUNTAIN ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK MOUNTAIN ACADEMY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAK MOUNTAIN ACADEMY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK MOUNTAIN ACADEMY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OAK MOUNTAIN ACADEMY INC?
- The 990 for the year ended June 30, 2025 names MARIA BARTLETT.
- Who are the officers and directors of OAK MOUNTAIN ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $164,500 (PATRICK YURAN, HEADMASTER).
- How much revenue does OAK MOUNTAIN ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,490,444, expenses of $3,557,093 and total assets of $4,572,751 at year end.
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