Nonprofit · EIN 61-1705925
OAKWELL ACADEMY
Tax-exempt · COLLEGE STA, TX 77845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,230,547 | $1,177,463 | $53,084 | $977,960 | $566,803 | $411,157 |
| June 30, 2024 | 990 | $975,306 | $905,542 | $69,764 | $826,516 | $460,757 | $365,759 |
| June 30, 2023 | 990 | $720,453 | $675,095 | $45,358 | $696,379 | $398,880 | $297,499 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $64,320
- Program service revenue
- $1,166,187
- Investment income
- $0
- Net income from sales of inventory
- $40
- Other revenue
- $40
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $83,930
- Other salaries and wages
- $813,933
- Salaries, compensation and benefits (total)
- $966,125
- Professional fundraising fees
- $0
- Legal fees
- $1,435
- Accounting fees
- $10,191
- Occupancy
- $69,841
- Depreciation
- $4,505
- Program services (functional)
- $1,003,172
- Management and general (functional)
- $174,291
Balance sheet and other
- Total assets, start of year
- $826,516
- Total assets, end of year
- $977,960
- Total liabilities, end of year
- $566,803
- Net assets, end of year
- $411,157
- Land, buildings and equipment
- $370,500
- Net assets without donor restrictions
- $351,540
- Net assets with donor restrictions
- $59,617
- Gross receipts
- $1,230,547
- Employees
- 58
- Volunteers
- 9
- Year formed
- 2014
- State of legal domicile
- TX
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 |
|---|---|---|---|
| LAURI EVANS | TREASURER Trustee or director, Officer | 40 | $66,423 |
| ASHLESS HARDY | BOARD MEMBER Trustee or director | 5 | $17,507 |
| GREG BURTIN | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JAY GRIFFIN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| RAY EVANS | SECRETARY Trustee or director, Officer | 1 | $0 |
| RICHARD TYLER HARDY | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| Jordan Morchat | BOARD MEMBER Trustee or director | 1 | $0 |
| Daniel Morchat | BOARD MEMBER Trustee or director | 1 | $0 |
| Nathan McCoy | BOARD MEMBER Trustee or director | 1 | $0 |
| James Lee | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauri Evans | Board Treasurer/Administrator Trustee or director, Officer | 40 | $47,782 |
| Ashlee Hardy | Board Chairman/Administrator Trustee or director, Officer | 10 | $33,783 |
| Alex Donaldson | Board Member Trustee or director | 30 | $31,973 |
| Richard Ray Evans | Board Secretary Trustee or director, Officer | 5 | $0 |
| Richard Tyler Hardy | Board Vice-Chairman Trustee or director, Officer | 5 | $0 |
| Jay Griffin | Board Member Trustee or director | 5 | $0 |
| Sarah Griffin | Board Member Trustee or director | 5 | $0 |
| Greg Burtin | Board Member Trustee or director | 5 | $0 |
| Jenny Burtin | Board Member Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauri Evans | Board Treasurer/Administrator Trustee or director, Officer | 35 | $45,350 |
| Alex Donaldson | Board Member Trustee or director | 32 | $32,000 |
| Ashlee Hardy | Board Chairman/Administrator Trustee or director, Officer | 25 | $26,035 |
| Richard Ray Evans | Board Secretary Trustee or director, Officer | 5 | $0 |
| Richard Tyler Hardy | Board Vice-Chairman Trustee or director, Officer | 5 | $0 |
| Jay Griffin | Board Member Trustee or director | 5 | $0 |
| Sarah Griffin | Board Member Trustee or director | 5 | $0 |
| Greg Burtin | Board Member Trustee or director | 5 | $0 |
| Jenny Burtin | Board Member Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2201 EARL RUDDER FWY S, COLLEGE STA, TX 77845-6029
- Mailing address (990-N for 2013)
- PO Box 11016, College Station TX 77842
- Principal officer (990 for 2024)
- DANIELLE ADAIR, PO BOX, COLLEGE STATION, TX 77842
- Principal officer (990-N for 2013)
- Ashlee Hardy, 1114 Beckley Court, College Station TX 77845
- Signed the 990
- DANIELLE ADAIR, FINANCIAL ADMIN
- Phone
- (979) 326-8819
- Website
- oakwellacademy.org
- Return prepared by
- Leatherneck Financial Services
Mission
OAKWELL ACADEMY IS A PRIVATE PRE-K - 12TH GRADE SCHOOL OFFERING A CLASSICAL CHRISTIAN EDUCATION WIHTIN A UNIVERSITY MODEL STRUCTURE, WHICH UTILIZES THE BEST OF PRIVATE SCHOOLING AND HOMESCHOOLING. CHILDREN SPEND 2-3 DAYS(DEPENDING ON GRADE LEVEL) PER WEEK IN THE CLASSROOM (PRIVATE SCHOOL ENVIRONMENT) AND 2-3 DAYS PER WEEK IN TEH HOME CLASSROOM. OKWELL EXISTS TO LOVEAND GLORIFY GOD; LOVE AND BUILD UP THE BODY OF CHRIST THROUGH DISCIPLESHIP AND HELP FULFILL THE GREAT COMMISSION BY LOVING THOSE WHO DO NOT KNOW JESUS; AFFIRM AND ENCOURAGE PARENTS; EDUCATE STUDENTS WITH EXCELLENCE; AND INTEGRATE HOME AND SCHOOL LEARNING AND EXPERIENCES.
Program accomplishments
- COMPENSATE TEACHERS WHO TRAIN AND TEACH STUDENTS; COMPENSATE ADMINISTORS WHO CARRY OUT A VARIETY OF TASKS. EACH TEACHER CREATES LESSON PLANS WHICH ARE REVIEWED BY THE ADMINISTORS.Expenses $918,639 · revenue $1,215,939
- PROVIDE A FACILITY THAT IS USED AS CENTRAL CLASSROOMS WHERE CHILDREN ATTEND 2-5 DAYS PER WEEK DEPENDING ON GRADE LEVEL. EXPENSES INCLUDED BUILDING RENTAL.Expenses $69,841 · revenue $12,600
- SCHOOL CURRICULUM AND CLASSROOM EXPENSES, INCLUDING ELECTIVE AND PHYSICAL EDUCATION CLASSES.Expenses $14,692 · revenue $2,008
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
- 61-1705925
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $977,960
- Income (IRS master file)
- $1,230,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,230,547 | $1,177,463 | $977,960 | XML |
| 990 | June 2024 | $975,306 | $905,542 | $826,516 | IRS |
| 990 | June 2023 | $720,453 | $675,095 | $696,379 | XML |
| 990 | June 2022 | $630,791 | $552,269 | $967,979 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2013 Officer: Ashlee Hardy | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 61-1705925).
Questions about OAKWELL ACADEMY
- What is the EIN of OAKWELL ACADEMY?
- The employer identification number (EIN) of OAKWELL ACADEMY is 61-1705925.
- Is OAKWELL ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to OAKWELL ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKWELL ACADEMY 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 OAKWELL ACADEMY 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 OAKWELL ACADEMY 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 OAKWELL ACADEMY?
- The 990 for the year ended June 30, 2025 names DANIELLE ADAIR.
- Who are the officers and directors of OAKWELL ACADEMY?
- The 990 for the year ended June 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $66,423 (LAURI EVANS, TREASURER).
- How much revenue does OAKWELL ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,230,547, expenses of $1,177,463 and total assets of $977,960 at year end.
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