The Oakridge School

Nonprofit profile at a glance

EIN
751656802
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Arlington, TX, USA
Phone
8174514994
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$20,664,653
Expenses
$22,085,232
Assets
$16,304,952
Liabilities
$11,881,581

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

31 people listed

Highest reported compensation

  • MATTHEW BURGY (HEAD OF SCHOOL): $370,562 total reported compensation
  • KATHY GAMILL PARTIAL YEAR (CFO): $247,896 total reported compensation
  • BRITT ROBINSON (ASSISTANT HEAD OF SCHOOL): $196,202 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To inspire students to seek their full potential in academics, the arts, and athletics in a challenging and nurturing environment that cultivates social responsibility, mutual respect, and personal integrity.

What it reported doing in 2024

The oakridge school is a coeducational, college preparatory school enrolling students preschool through 12th grade. Emphasizing personal development, the school aims to develop and educate children through academics, athletics and the fine arts. Enrollment for the school year was 714 students. The class of 2025 graduated 59 students with merit-based scholarships of $6.8 million.

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 79% for direct work, and 21% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 87
  • Accountability: 95
  • Sustainability: 20
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.4%; rating input score 86
  • Program expense ratio: 80.9%; rating input score 81
  • Fundraising efficiency: $0.91 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -6.9%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.74; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0.73; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 8.1%; rating input score 29; 29th percentile among comparable filings

Growth

  • Program expense growth: 0.5% per year; rating input score 100; 12th percentile among comparable filings
  • Revenue growth: 1.7% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 86.4% of revenue deployed · 80.9% of spending went to programs
  • Governance: 21 of 21 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $17.9M in reported program spending
  • Leadership: top reported pay $371K · 31 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $640K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 2/100.
  • High — Sustainability: Operating margin scored 14/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • High — Sustainability: Officer compensation ratio scored 29/100.