Nonprofit · EIN 92-3925724
OAKS CLASSICAL COTTAGE SCHOOL
Tax-exempt · MONTGOMERY, AL 36109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $379,442 | $367,342 | $12,100 | $89,258 | $32,443 | $56,815 |
| June 30, 2024 | 990 | $253,700 | $208,984 | $44,716 | $82,122 | $37,406 | $44,716 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,725
- Program service revenue
- $368,238
- Investment income
- $3
- Net income from sales of inventory
- $3,476
- Other revenue
- $3,476
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $63,383
- Other salaries and wages
- $181,126
- Salaries, compensation and benefits (total)
- $268,628
- Professional fundraising fees
- $0
- Accounting fees
- $6,961
- Occupancy
- $6,667
- Travel
- $8,468
- Program services (functional)
- $329,847
- Management and general (functional)
- $37,495
Balance sheet and other
- Total assets, start of year
- $82,121
- Total assets, end of year
- $89,258
- Total liabilities, end of year
- $32,443
- Net assets, end of year
- $56,815
- Gross receipts
- $387,125
- Employees
- 19
- Volunteers
- 10
- Year formed
- 2023
- State of legal domicile
- AL
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 |
|---|---|---|---|
| CLAIRE KENNEDY | HEAD OF SCHOOL Officer | 60 | $32,992 |
| MICHELE HOUGH | GRAMMAR SCHOOL HEAD Officer | 60 | $25,250 |
| ZACK RIPPY | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN BRADLEY | FINANCE CHAIR Trustee or director, Officer | 5 | $0 |
| ERIC BERTOLLOTTI | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| MELINDA SPEECE | SECRETARY Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAIRE KENNEDY | HEAD OF SCHOOL Officer | 60 | $15,250 |
| MICHELE HOUGH | GRAMMAR SCHOOL HEAD Officer | 60 | $11,750 |
| ZACK RIPPY | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN BRADLEY | FINANCE CHAIR Trustee or director, Officer | 5 | $0 |
| ERIC BERTOLLOTTI | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| MELINDA SPEECE | SECRETARY Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 125 CALHOUN RD, MONTGOMERY, AL 36109-2043
- In care of
- % CLAIRE KENNEDY
- Mailing address (990-N for 2023)
- 125 CALHOUN RD, MONTGOMERY AL 36109
- Principal officer (990 for 2024)
- CLAIRE KENNEDY, 125 CALHOUN RD, MONTGOMERY, AL 36109
- Principal officer (990-N for 2023)
- CLAIRE KENNEDY, 125 CALHOUN RD, MONTGOMERY AL 36109
- Signed the 990
- CLAIRE KENNEDY, HEAD OF SCHOOL
- Phone
- (334) 356-8549
- Website
- THEOAKSCLASSICAL.COM
- Return prepared by
- JACKSON THORNTON ADVISORS LLC
Mission
IN PARTNERSHIP WITH PARENTS, AND GUIDED BY THE GOSPEL, THE OAKS CLASSICAL COTTAGE SCHOOL STRIVES TO EDUCATE STUDENTS TO THE HIGHEST STANDARDS OF THE CLASSICAL TRADITION, SO THAT THEY MAY GROW IN KNOWLEDGE, WISDOM, AND THE LOVE OF OUR LORD, AND MORE ABLY USE THEIR GIFTS IN THE SERVICE OF OTHERS, AND FOR THE GLORY OF CHRIST AND HIS CHURCH.
Program accomplishments
- PROVIDES STUDENTS WITH A CLASSICAL CHRISTIAN EDUCATION WHICH CONSISTS OF A COMPREHENSIVE AND TIMELESS FOUNDATION, FOSTERING CRITICAL THINKING, CULTURAL LITERACY, AND A DEEP UNDERSTANDING OF FUNDAMENTAL CONCEPTS ACROSS VARIOUS DISCIPLINES.Expenses $329,847 · revenue $371,714
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-N on file |
IRS record
- EIN
- 92-3925724
- 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
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $89,258
- Income (IRS master file)
- $387,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $379,442 | $367,342 | $89,258 | XML |
| 990-N for 2023 Officer: CLAIRE KENNEDY | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2024 | $253,700 | $208,984 | $82,122 | XML |
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 92-3925724).
Questions about OAKS CLASSICAL COTTAGE SCHOOL
- What is the EIN of OAKS CLASSICAL COTTAGE SCHOOL?
- The employer identification number (EIN) of OAKS CLASSICAL COTTAGE SCHOOL is 92-3925724.
- Is OAKS CLASSICAL COTTAGE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to OAKS CLASSICAL COTTAGE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKS CLASSICAL COTTAGE SCHOOL 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 OAKS CLASSICAL COTTAGE SCHOOL 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 OAKS CLASSICAL COTTAGE SCHOOL 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 OAKS CLASSICAL COTTAGE SCHOOL?
- The 990 for the year ended June 30, 2025 names CLAIRE KENNEDY.
- Who are the officers and directors of OAKS CLASSICAL COTTAGE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $32,992 (CLAIRE KENNEDY, HEAD OF SCHOOL).
- How much revenue does OAKS CLASSICAL COTTAGE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $379,442, expenses of $367,342 and total assets of $89,258 at year end.
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