Tuition & Financial Assistance

Oak Hall offers four tuition payment options: one payment, two payments, four payments, or ten monthly payments. The first payment for all plans is due on either June 10th or June 20th. The Two Payment Plan, Four Payment Plan, and Ten Payment Plan charge finance fees that are distributed evenly across all payments.

Within 48 hours of returning the signed continuous enrollment contract to the Enrollment Management Team, new families will be sent an email invite to set up their FACTS account (Oak Hall’s tuition management system) for the deposit payment, tuition payment(s), and fee payments. The one-time new student registration fee of $100 and the $700 tuition deposit for 3-year-old Preschool to Grade 5 and the $900 tuition deposit for Grades 6-12 will be automatically drafted and paid through FACTS at the time of account setup. The tuition deposit is nonrefundable and non-transferable and is deducted from the total annual tuition balance prior to the first regular tuition payment due under the payment plan you select.

Our Admissions team is available to answer your questions. You may contact the Director of Enrollment Management, Nancy Coleman, at 352-332-3609 x 112 or ncoleman@oakhall.org with questions about financial aid or international students. For general admissions, you may contact our Admissions Assistant Enrollment Director, Katharine Poniatowski, at 352-332-3609 x 113, or kponiatowski@oakhall.org.

First, consider the total annual cost of an Oak Hall education. Then, calculate your ability to cover this cost. Please consider all sources of income, adjust priorities and spending as able, and review assets available for use. If after this analysis you believe you cannot cover all of the educational expenses, we encourage you to apply for financial assistance

FINANCIAL ASSISTANCE APPLICATION

No. The committee that reviews candidates for admission are “need-blind.” They do not consider whether someone has applied for financial assistance as part of their decision.

Any student currently enrolled or new applicants for admission to Oak Hall School can apply for financial assistance. Generally, assistance will only be awarded to newly accepted students and current students enrolled for the following school year and whose tuition account is current.

Oak Hall School utilizes FACTS (an online tuition management service) in calculating the level of demonstrated need of each applicant based on a completed application. These calculations consider gross income, nontaxable income, assets, liabilities, family size, number of children in tuition-charging schools below the college level, and situations where the income level does not support the spending level, among other items. Included in this calculation is an allowance for basic living expenses and taxes. The Financial Assistance Committee reviews this data and will adjust the amounts based on additional knowledge about your unique situation.

1. Copies of your complete Federal Tax Return from the previous year for all financially responsible parties.
2. Copies of your previous year’s W-2s for all financially responsible parties.
3. Copies of supporting documentation for Social Security Income, Welfare, Child Support, Food Stamps, Workers’ Compensation, and TANF.

Please note, the required tax documentation is from the prior year, not the current year. It is recommended that you make an appointment with your tax consultant early in order to ensure your return is completed in time to submit your financial assistance application. Tax returns must be received for your application to be considered complete and eligible for funding. All awards granted are contingent upon receipt and review of these documents.

If you have children at other K‐12 schools that charge tuition, the cost of their education is considered as part of the school’s review of your situation. If you are applying for assistance from Oak Hall, we expect you to apply for assistance at all schools. A note should be included with the application explaining that one of the schools does not have a financial aid program.

College tuition is considered an investment rather than an expense, as it generally pays for itself with higher future wages. As such, many families and college students will utilize federally subsidized loans as well as aid that may be available at the college level.

No, Oak Hall does not offer a sibling discount. However, the total amount of tuition and how it impacts your overall expenses are factored in the committee’s review of your financial assistance application.

Regardless of marital status, the school considers both biological parents as responsible for their child’s education, regardless of any legal assertions to the contrary. Therefore, Oak Hall requires both biological parents to complete financial assistance applications.

In cases of remarriage, all adults in each household must submit their information on the application. In the case of a step-parent, their income and assets are to be included in the application, and we will consider the obligations a step-parent has towards his or her own natural children.

While the school does have a generous amount of funds available for granting financial assistance, there is a limit to the funds available and no guarantee that all demonstrated needs will be met. Oak Hall generally gives priority to returning students, new students who are siblings of existing or past Oak Hall students, and new students who are children or grandchildren of Oak Hall alumni. Additionally, we consider students who are rated highly by the Admissions Committee but also endeavor to award assistance to families with varying levels of need, in line with our mission to have a diverse student body.

Financial assistance awards are granted for one year only. Families receiving assistance must reapply for each subsequent year they wish to receive such assistance. While there are no guarantees as to future financial assistance awards, normally, once a family is receiving assistance, they will receive an award of similar amounts in future years unless their financial situation changes.

In cases where a family’s financial situation deteriorates, more assistance may be granted. Conversely, if a family’s financial situation improves or new information comes to light, assistance awarded may be reduced or eliminated if the Financial Assistance Committee deems such action appropriate.

We understand that sometimes a family’s financial situation can change unexpectedly. While funds are more limited for these types of awards, we encourage you to apply if needed. When applying late, please notify our Director of Enrollment Management, Nancy Coleman, at ncoleman@oakhall.org that you are submitting an application. We will be happy to discuss your situation and possible alternative solutions.

Applications will only be considered if they have been filled out completely and all required documents have been submitted to FACTS. New families applying to Oak Hall may submit their financial assistance application at the same time they apply for enrollment acceptance. Financial assistance applications will only be reviewed once enrollment acceptance has been determined. A financial assistance decision letter will be sent to you within two weeks of your financial assistance application is verified by FACTS. Communication to our returning families applying for assistance by January 1st will have a decision by January 10th. For late applicants, please refer to the question regarding late applications.

No. Financial assistance is a grant, not a loan.

The school takes seriously its responsibility to maintain confidentiality over all financial assistance information and records. It is recommended that you redact any social security numbers listed on your supporting documents and that you personally scan or mail your documents to FACTS. Parents are expected to keep their financial assistance awards confidential and not discuss them with other families or teachers.

Our Enrollment Management office is available to answer any of your questions! Sign up for a consultation here.

No. As of the 2023-24 school year, Oak Hall School will no longer accept funds via HB 1 or any other state-funded scholarship program (including but not limited to Step Up for Students, HOPE, Family Empowerment Scholarship-Educational Options, Family Empowerment Scholarship-Unique Abilities, and the AAA Scholarship) for new applicants. Families interested in learning more about Oak Hall’s need-based tuition assistance program contact Nancy Coleman, Director of Enrollment Management, at ncoleman@oakhall.org