Oakridge School INC: FY2023 Nonprofit Profile & Form 990 (EIN 75-1656802)

Matthew Burgy’s $300K as Head of School is at the 65th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Jonathan Kellam	—	—	$217,042	$345,783	$325,934	$319,974
Matthew Burgy	$300,000	$308,575	$167,123	—	—	—
Kathy Gamill Partial Year	$215,604	—	—	—	—	—
Kathy Gamill	—	$215,580	$207,141	$192,205	$181,832	$179,177
Chad Macdonald	$151,500	—	—	—	—	—
Britt Robinson	$135,270	$136,020	$125,987	$108,088	$100,653	—
Sarah Kramer	—	—	—	—	$128,756	$124,793
James Cummings	$125,442	$120,000	—	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspires students to reach their full potential in academics, arts, and athletics.

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1 program · $16.1M · in their own filed words · FY2022

01

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 2022-2023 school year was 680 students.

$16.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

The Willingham Family FoundationFY2024$21K

Community Foundation of North Texas INCFY2024$20K

Communities Foundation of Texas INCFY2024$9K

Citizens Charitable FoundationFY2024$100

Total grants receivedfrom 4 funders$50K

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Grants paid · 8 grants · $10.9M · 2021–2024

Unitemized GrantFY2024$3,805,360

Unitemized GrantFY2024$28,500

Unitemized GrantFY2023$2,451,559

Unitemized GrantFY2023$34,500

Unitemized GrantFY2022$2,292,060

Unitemized GrantFY2022$23,800

Unitemized GrantFY2021$2,204,542

Unitemized GrantFY2021$36,100

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$19.2M

Ln 12

Fees for servicesLn 2g$17.3M

Gifts and grantsLn 1h$1.2M

Other incomeLn 4–11$619K

Money outPt IX

$19.6M

Ln 25

Programscol B$16.1M

Managementcol C$2.9M

Fundraisingcol D$599K

Owns and owesPt X

$6.4M

net assets · Ln 32

Cash and savingsLn 1–2$1.9M

Total assetsLn 16$17.6M

LiabilitiesLn 26$11.2M

PeoplePt VI, VII

26

listed · VII A

PaidVII A8

Voting boardVI 1a18

IndependentVI 1b18

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.2M

Fees for servicesLn 2g$17.3M

Investment incomeLn 3$48K

Other incomeLn 4–11$619K

Gains on assetsLn 7−$22K

Total revenueLn 12$19.2M

Assets in detailPt X, end of year

CashLn 1$1.7M

SavingsLn 2$173K

Cash and savings togetherLn 1–2$1.9M

InvestmentsLn 11–13$2.2M

Land, buildings, equipmentLn 10c$12.3M

Other assetsLn 15$173K

Total assetsLn 16$17.6M

LiabilitiesLn 26$11.2M

Net assetsLn 32$6.4M

OperationsPt I, VI

EmployeesI 5251

VolunteersI 6150

Fiscal year endsHeaderAugust

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$2.0M	$1.9M
InvestmentsLn 11–13	$2.0M	$2.2M
Land, buildings, equipmentLn 10c	$13.2M	$12.3M
Total assetsLn 16	$17.9M	$17.6M
LiabilitiesLn 26	$11.3M	$11.2M
Net assetsLn 32	$6.6M	$6.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$3.2M	$3.2M
Pay of current officers, directors and key staffLn 5	$607K	$539K	$46K	$22K
Other salaries and wagesLn 7	$8.5M	$7.5M	$647K	$302K
Pension plan contributionsLn 8	$310K	$275K	$24K	$11K
Other employee benefitsLn 9	$676K	$600K	$52K	$24K
Payroll taxesLn 10	$667K	$592K	$51K	$24K
Accounting feesLn 11c	$112K		$112K
Other fees for servicesLn 11g	$85K		$85K
Office expensesLn 13	$343K	$241K	$102K
Information technologyLn 14	$262K	$14K	$248K
OccupancyLn 16	$797K	$292K	$505K
TravelLn 17	$164K	$22K	$143K
Conferences, conventions and meetingsLn 19	$44K	$23K	$21K
InterestLn 20	$141K		$141K
Depreciation, depletion and amortizationLn 22	$1.2M	$1.2M	$41K
InsuranceLn 23	$320K	$282K	$10K	$29K
Other expenses (24a–d)Ln 24	$1.9M	$1.3M	$596K	$19K
All other expensesLn 24e	$262K	$31K	$62K	$169K
Total functional expensesLn 25	$19.6M	$16.1M	$2.9M	$599K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$20.7M	$22.1M	−$1.4M	$4.4M	990 PDF
FY2024	$19.9M	$21.0M	−$1.1M	$5.6M	990 PDF
FY2023 Viewing	$19.2M	$19.6M	−$360K	$6.4M	990 PDF
FY2022	$16.7M	$18.4M	−$1.7M	$6.6M	990 PDF
FY2021	$20.2M	$18.4M	$1.8M	$8.7M	990 PDF
FY2020	$16.9M	$18.0M	−$1.1M	$6.6M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $19,233,332 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $781,246$1,220,989

I-9 Program service revenuePrior year $15,297,835$17,344,709

I-10 Investment incomePrior year $39,287$48,423

I-11 Other revenuePrior year $588,338$619,211

I-12 Total revenuePrior year $16,706,706$19,233,332

I-13 Grants and similar amounts paidPrior year $2,977,683$3,167,439

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $10,030,364$10,720,960

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $5,437,639$5,705,022

I-18 Total expensesPrior year $18,445,686$19,593,421

I-19 Revenue less expensesPrior year −$1,738,980−$360,089

Part VI · Governance 18 of 18 board members independent, no flags

VI-1a Voting members of the governing body18

VI-1b Independent voting members18

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $19,233,332 across 10 lines filed

Lines not itemized here account for $10,400 of total revenue; see the IRS return.

VIII-1f All other contributions, gifts and grants$1,220,989

VIII-1h Total contributions, gifts and grants$1,220,989

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,344,709$17,344,709

VIII-3 Investment incomeExcluded from tax $70,025$70,025

VIII-5 RoyaltiesExcluded from tax $44,130$44,130

VIII-6 Net rental income or lossExcluded from tax $13,333$13,333

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$21,602−$21,602

VIII-8 Net income from fundraising eventsExcluded from tax $357,843$357,843

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $193,505$193,505

VIII-12 Total revenueRelated to mission $17,538,214 · Unrelated business $0 · Excluded from tax $474,129$19,233,332

Part IX · Statement of functional expenses $19,593,421 across 18 lines filed

IX-2 Grants to domestic individualsPrograms $3,167,439$3,167,439

IX-5 Pay of current officers, directors and key staffPrograms $538,952 · Management $46,413 · Fundraising $21,649$607,014

IX-7 Other salaries and wagesPrograms $7,512,621 · Management $646,960 · Fundraising $301,779$8,461,360

IX-8 Pension plan contributionsPrograms $275,441 · Management $23,720 · Fundraising $11,064$310,225

IX-9 Other employee benefitsPrograms $600,032 · Management $51,673 · Fundraising $24,103$675,808

IX-10 Payroll taxesPrograms $591,815 · Management $50,965 · Fundraising $23,773$666,553

IX-11c Accounting feesManagement $111,966$111,966

IX-11g Other fees for servicesManagement $85,131$85,131

IX-13 Office expensesPrograms $240,742 · Management $102,007$342,749

IX-14 Information technologyPrograms $13,798 · Management $248,287$262,085

IX-16 OccupancyPrograms $292,154 · Management $505,177$797,331

IX-17 TravelPrograms $21,908 · Management $142,545$164,453

IX-19 Conferences, conventions and meetingsPrograms $23,041 · Management $20,618$43,659

IX-20 InterestManagement $140,778$140,778

IX-22 Depreciation, depletion and amortizationPrograms $1,200,657 · Management $41,239$1,241,896

IX-23 InsurancePrograms $281,605 · Management $9,772 · Fundraising $28,566$319,943

IX-24 Other expenses (24a–d)Programs $1,318,264 · Management $595,975 · Fundraising $18,663$1,932,902

IX-24e All other expensesPrograms $30,510 · Management $62,437 · Fundraising $169,182$262,129

IX-25 Total functional expensesPrograms $16,108,979 · Management $2,885,663 · Fundraising $598,779$19,593,421

Part X · Balance sheet $17,568,038 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $1,873,849$1,730,509

X-2 Savings and temporary cash investmentsStart of year $128,750$173,107

X-3 Pledges and grants receivableStart of year $201,118$107,342

X-4 Accounts receivableStart of year $230,334$331,526

X-9 Prepaid expenses and deferred chargesStart of year $174,085$260,765

X-10c Land, buildings and equipment, netStart of year $13,204,986$12,297,028

X-11 Publicly traded securitiesStart of year $2,008,958$2,222,586

X-14 Intangible assetsStart of year $0$271,971

X-15 Other assetsStart of year $108,361$173,204

X-16 Total assetsStart of year $17,930,441$17,568,038

X-17 Accounts payable and accrued expensesStart of year $845,366$955,085

X-19 Deferred revenueStart of year $7,342,851$7,478,636

X-26 Total liabilitiesStart of year $11,314,461$11,163,620

X-27 Net assets without donor restrictionsStart of year $5,548,035$5,325,299

X-28 Net assets with donor restrictionsStart of year $1,067,945$1,079,119

X-32 Total net assets or fund balancesStart of year $6,615,980$6,404,418

X-33 Total liabilities and net assetsStart of year $17,930,441$17,568,038

Part XI · Reconciliation of net assets $6,404,418 net assets at year end

XI-1 Total revenue$19,233,332

XI-2 Total expenses$19,593,421

XI-3 Revenue less expenses−$360,089

XI-4 Net assets at start of year$6,615,980

XI-5 Net unrealized gains (losses) on investments$148,527

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$6,404,418

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Oakridge School INC FY2023 filing

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