SWIFT LEARNING CENTER INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWIFT LEARNING CENTER INC (EIN 58-2410129)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-03
- IRS object ID
- 202433389349301108
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-03T11:35:05-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581264232 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMULLAN AND COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2170 SATELLITE BLVD STE 175 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300976260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582410129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SWIFT LEARNING CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIF | BusinessNameControlTxt |
| Phone | 6782054988 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRIMES BRIDGE ROAD | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN SAWYER | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 6782054988 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL E TOWNSEND | PreparerPersonNm |
| PTIN | P00080296 | PTIN |
| Phone | 6784744600 | PhoneNum |
| Preparation | 2024-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SWIFT SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN SAWYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRIMES BRIDGE ROAD | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,010,178 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THESWIFTSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO PREPARE CHILDREN WITH DYSLEXIA & RELATED LANGUAGE-BASED LEARNING DIFFERENCES TO BE SUCCESSFUL IN LIFE. WE WILL STRIVE TO ACCOMPLISH THIS MISSION BY TEACHING THEM SPECIFIC LEARNING STRATEGIES AND BY IDENTIFYING AND FULLY DEVELOPING THEIR TALENTS. TO DO SO, WE WILL CREATE AN ENVIRONMENT THAT IS EXCITING, CHALLENGING, AND SUPPORTIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $288,346 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,005,079 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,542,438 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,749,410 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,023 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,212 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,673 | PYOtherRevenueAmt |
| CY Other Revenue | $38,954 | CYOtherRevenueAmt |
| PY Total Revenue | $6,978,480 | PYTotalRevenueAmt |
| CY Total Revenue | $7,977,655 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $214,497 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $222,100 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,689,264 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,124,112 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,950 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,992 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,318,194 | PYOtherExpensesAmt |
| CY Other Expenses | $1,603,807 | CYOtherExpensesAmt |
| PY Total Expenses | $6,225,905 | PYTotalExpensesAmt |
| CY Total Expenses | $6,950,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $752,575 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,027,636 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,060,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,485,823 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,085,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,482,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,975,311 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,002,947 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PREPARE CHILDREN WITH DYSLEXIA & RELATED LANGUAGE-BASED LEARNING DIFFERENCES TO BE SUCCESSFUL IN LIFE. WE WILL STRIVE TO ACCOMPLISH THIS MISSION BY TEACHING THEM SPECIFIC LEARNING STRATEGIES AND BY IDENTIFYING AND FULLY DEVELOPING THEIR TALENTS. TO DO SO, WE WILL CREATE AN ENVIRONMENT THAT IS EXCITING, CHALLENGING, AND SUPPORTIVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,757,249 | ExpenseAmt |
| Grant | $222,100 | GrantAmt |
| Revenue | $6,749,410 | RevenueAmt |
| Desc | EDUCATING CHILDREN WITH MILD TO MODERATE LEARNING DIFFICULTIES IN READING, SPELLING, WRITING, PHONEME AWARENESS, AND LANGUAGE PROCESSING/INSTRUCTION. | Desc |
| Total Program Service Expenses | $4,757,249 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN SAWYER | PersonNm |
| Phone | 6782054988 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRIMES BRIDGE ROAD | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CHRIS POMAR | |||||||
| EXECUTIVE DI | 55.00 | Yes (X) | $252,042 | $0 | $14,130 | ||
| PAUL FOLTZ | |||||||
| CFO/COO | 55.00 | Yes (X) | $139,430 | $0 | $4,176 | ||
| RONI BATTOGLIA | |||||||
| LD DIRECTOR | 55.00 | $102,403 | $0 | $6,515 | Yes (X) | ||
| KATHLEEN SAWYER | |||||||
| CFO/COO | 55.00 | Yes (X) | $73,558 | $0 | $4,905 | ||
| MARC BALIZER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT CONNER | |||||||
| VICE CHAIRMA | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KRISTEN DELANEY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BILL DORAN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLY FOX | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT FRANK | |||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JENNIFER GRUBER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JACK HALL | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA HERNDON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT KILBURN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALICIA LOCICERO | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SETH PEABODY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ZACHARY POLUN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSIE REDWINE | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL WRIGHT | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $567,433 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $29,726 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,005,079 | AllOtherContributionsAmt |
| Total Contributions | $1,005,079 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $6,749,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,749,410 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,749,410 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,212 | TotalRevenueColumnAmt |
| Exclusion | $184,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,181 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $32,523 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,658 | TotalRevenueColumnAmt |
| Exclusion | $38,658 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $296 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,977,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,749,706 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $222,870 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,100 | TotalAmt |
| Program Services | $222,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,937 | TotalAmt |
| Program Services | $281,291 | ProgramServicesAmt |
| Management And General | $159,646 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,007,049 | TotalAmt |
| Program Services | $2,556,257 | ProgramServicesAmt |
| Management And General | $1,450,792 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,096 | TotalAmt |
| Program Services | $107,235 | ProgramServicesAmt |
| Management And General | $60,861 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,217 | TotalAmt |
| Program Services | $114,330 | ProgramServicesAmt |
| Management And General | $64,887 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,813 | TotalAmt |
| Program Services | $262,592 | ProgramServicesAmt |
| Management And General | $66,221 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482 | TotalAmt |
| Management And General | $1,482 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,220 | TotalAmt |
| Management And General | $26,220 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,181 | TotalAmt |
| Management And General | $59,181 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,571 | TotalAmt |
| Program Services | $59,571 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,366 | TotalAmt |
| Program Services | $99,470 | ProgramServicesAmt |
| Management And General | $32,896 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,366 | TotalAmt |
| Program Services | $272,544 | ProgramServicesAmt |
| Management And General | $55,822 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,675 | TotalAmt |
| Program Services | $43,119 | ProgramServicesAmt |
| Management And General | $9,556 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOOL SUPPLIES & ACTIVIT | $447,382 | $414,815 | $27,365 | $5,202 |
| MAINTENANCE | $103,308 | $59,601 | $43,707 | |
| TELEPHONE & UTILITIES | $89,106 | $62,133 | $26,973 | |
| JANITORIAL | $79,988 | $59,991 | $19,997 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,162 | TotalAmt |
| Program Services | $142,200 | ProgramServicesAmt |
| Management And General | $67,172 | ManagementAndGeneralAmt |
| Fundraising | $14,790 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,950,019 | TotalAmt |
| Program Services | $4,757,249 | ProgramServicesAmt |
| Management And General | $2,172,778 | ManagementAndGeneralAmt |
| Fundraising | $19,992 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,370,576 | BOYAmt |
| EOY | $292,367 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,318,132 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,598 | BOYAmt |
| EOY | $448,958 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,074 | BOYAmt |
| EOY | $2,250 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,523 | BOYAmt |
| EOY | $57,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,749,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,493,397 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,553,525 | BOYAmt |
| EOY | $7,256,538 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,599 | BOYAmt |
| EOY | $110,185 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,060,895 | BOYAmt |
| EOY | $13,485,823 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,628 | BOYAmt |
| EOY | $267,780 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,025 | BOYAmt |
| EOY | $2,270,711 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,815,228 | BOYAmt |
| EOY | $2,627,232 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,703 | BOYAmt |
| EOY | $317,153 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,085,584 | BOYAmt |
| EOY | $5,482,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,927,245 | BOYAmt |
| EOY | $7,256,867 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,066 | BOYAmt |
| EOY | $746,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,975,311 | BOYAmt |
| EOY | $8,002,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,060,895 | BOYAmt |
| EOY | $13,485,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,027,636 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,000 | BeginningYearBalanceAmt |
| End Year Balance | $30,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,000 | BeginningYearBalanceAmt |
| End Year Balance | $30,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $30,000 | ContributionsAmt |
| End Year Balance | $30,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $921,540 | OtherCostOrOtherBasisAmt |
| Book Value | $921,540 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,101,441 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,334,375 | DepreciationAmt |
| Book Value | $1,767,066 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $858,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $731,213 | DepreciationAmt |
| Book Value | $127,519 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,868,222 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,427,809 | DepreciationAmt |
| Book Value | $4,440,413 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,256,538 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $206,968 |
| OPERATING LEASE LIABILITIES | $110,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $317,153 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,977,655 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $7,977,655 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,977,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,950,019 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,950,019 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,950,019 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL IS A QUALIFIED 501(C)(3) NOT-FOR-PROFIT ENTITY AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. MANAGEMENT OF THE SCHOOL CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE SCHOOL'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THAT THE SCHOOL MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE SCHOOL'S INCOME TAX RETURNS FOR THE PAST 3 YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | RACIAL NONDISCRIMINATION POLICY IS INCLUDED IN ADMISSIONS DOCUMENTS, SCHOOL LITERATURE, FUNDRAISING DOCUMENTS, WEBSITE, FINANCIAL REPORTS AND THE ANNUAL REPORT. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOOSTERTHON | Event1Nm |
| Gross Receipts Event1 | $46,644 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $46,644 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $25,118 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER FUNDRAISE | Event2Nm |
| Gross Receipts Event2 | $16,927 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,927 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,763 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $7,610 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,610 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,642 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $71,181 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $71,181 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,523 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,523 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $38,658 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 25 | RecipientCnt |
| Cash Grant | $222,100 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE APPROVED BY THE DIRECTOR OF OPERATIONS AND EXECUTIVE DIRECTOR. ALL SCHOLARSHIP FUNDS ARE DESIGNATED AS SUCH IN THE BOOKS OF THE SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS POMAR | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $226,837 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $25,205 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $9,300 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $4,830 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $266,172 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUS FOR THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO PREPARE CHILDREN WITH DYSLEXIA & RELATED LANGUAGE-BASED LEARNING DIFFERENCES TO BE SUCCESSFUL IN LIFE. WE WILL STRIVE TO ACCOMPLISH THIS MISSION BY TEACHING THEM SPECIFIC LEARNING STRATEGIES AND BY IDENTIFYING AND FULLY DEVELOPING THEIR TALENTS. TO DO SO, WE WILL CREATE AN ENVIRONMENT THAT IS EXCITING, CHALLENGING, AND SUPPORTIVE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE COMPLETED IRS 990 IS REVIEWED BY THE BUSINESS OFFICE, TREASURER AND HEAD OF SCHOOL PRIOR TO THE SUBMITTAL TO THE IRS IF TIME PERMITS, OR AFTERWARDS TO ENSURE COMPLETENESS AND ACCURACY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE ROUTINELY ASKED TO NOTIFY THE SCHOOL OF ANY BUSINESS RELATIONSHIPS WITH THE SCHOOL. THESE RELATIONSHIPS ARE DISCUSSED WITH THE AUDITORS AND DISCLOSED IN THE FINANCIAL STATEMENTS, IF NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD ENGAGES CONSULTING FIRMS TO FILL THE RESPONSIBLITY TO FILL THE EXECUTIVE DIRECTOR POSITION. THE EXECUTIVE DIRECTOR'S SALARY IS SET BASED UPON RECOMMENDATIONS OF THE CONSULTING FIRM. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE IRS 990 AND ANY OTHER OFFICIAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE BUSINESS OFFICE OR ADVANCEMENT OFFICE. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE SCHOOL HAS NOT CHANGED ITS OVERISGHT AND SELECTION PROCESS REGARDING ITS INDEPENDENT AUDITORS. |
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