2023-06-13T16:07:23-05:00 2022-07-31 752795393 JTAYLOR & ASSOCIATES LLC 4800 OVERTON PLAZA SUITE 360 FORT WORTH TX 761094430 990 2021-08-01 452668753 Rivertree Academy RIVE 8174209310 5443 Bonnell Fort Worth TX 76107 Justina Jenkins Head of School 8174209310 2023-06-09 1 Justina Jenkins 999009999 Matthew Edmonson P01239619 8179245900 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Justina Jenkins 5443 Bonnell Fort Worth TX 76107 2289485 0 X www.rivertreeacademy.org X 2011 TX The Academy is a private Christian school, pre-K through 5th grade. 11 11 46 150 0 0 2794836 1963368 1121 37159 42170 3049 36128 186059 2874255 2189635 0 0 0 0 1467137 1554264 0 0 344356 687782 793306 2154919 2347570 719336 -157935 4645011 4585049 53611 152272 4591400 4432777 The Academy is a private Christian school, pre-k through 5th grade, that educates under-resourced students to live life well - following Jesus, thriving academically, and transforming their community. 0 0 1629001 190676 Rivertree Academy serves students living primarily in the Lake Como neighborhood of Fort Worth, Texas and approaches providing an excellent Christian education with a focus of the whole child - spiritual, academic, and social needs. We've built our school on a foundation of academic (small classroom sizes with individualized attention; curriculum that goes beyond the basic core subjects) and social (trauma-informed care; mentoring; Behavior Management Program) distinctives, setting Rivertree Academy apart from other local schools. With an extended day program, free meals, transportation and family engagement programs, we serve the whole child and their family. 1629001 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 36 0 46 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TX X Justina Jenkins 8174209310 5443 Bonnell Fort Worth TX 76107 Dr Randy Brown Founder 5.00 X X 0 0 0 Pete Chambers Chairman 10.00 X X 0 0 0 Rick Francis Director 2.00 X 0 0 0 Rob Lydick Director 2.00 X 0 0 0 Monty Mohon Director 2.00 X 0 0 0 Corey Boone Director 2.00 X 0 0 0 Zac Thompson Director 2.00 X 0 0 0 Brooks McCabe Finance Chair 10.00 X X 0 0 0 Susanne Avondet Director 2.00 X 0 0 0 Courtland McBroom Director 2.00 X 0 0 0 Deborah Henry Director 2.00 X 0 0 0 Justina Jenkins Head of School 40.00 X 118509 0 0 118509 0 0 1 0 0 0 0 411300 72879 1479189 1963368 Tuition and Fees 611600 36479 36479 Uniform and other student fees 611600 680 680 37159 3049 3049 8686 9305 -619 -619 -619 126755 411300 90545 36210 36210 Insurance Proceeds 900099 150468 150468 150468 2189635 190676 0 35591 112640 28160 56320 28160 1175628 903586 157891 114151 167215 113824 41068 12323 98781 72021 16062 10698 99661 24723 17630 57308 47192 22327 23464 1401 25269 17217 5367 2685 161108 123136 34644 3328 14226 14226 102492 81993 15374 5125 28116 25304 1406 1406 Other 118034 7606 2657 107771 Student Programs 73081 73081 Meal Program 69601 69601 Curriculum 43701 43701 10825 8495 2330 2347570 1629001 374213 344356 615901 579157 2513561 2515921 78476 17909 10773 72760 199468 1691723 429902 1364313 1261821 4645011 4585049 53611 152272 53611 152272 X 4478559 4144293 112841 288484 4591400 4432777 4645011 4585049 -157935 -688 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 617577 617577 664659 160504 504155 94458 46049 48409 315029 223349 91680 1261821 X 2198250 -690 9305 8615 2189635 0 2189635 2356873 -2 9305 9303 2347570 0 2347570 Part X, Line 2: The Academy is a qualified non-profit organization and is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Affiliated Entities are limited liability companies which are disregarded entities for federal income tax purposes. The Affiliated Entities are not taxpaying entities for federal income tax purposes; accordingly, no federal income tax amounts have been recorded in the accompanying consolidated financial statements. Income of the Affiliated Entities flow through to the Academy for tax purposes. The Affiliated Entities are also potentially subject to Texas state franchise tax based on the portion of their income incurred in Texas. The Academy applied the provisions of the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) topic 740 Accounting for Uncertainty in Income Taxes during the year ended July 31, 2022. Under ASC topic 740 Accounting for Uncertainty in Income Taxes, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not that the position will be sustained. The ASC topic Accounting for Uncertainty in Income Taxes has no impact on the Academy's consolidated financial statements. The Academy does not believe there are any unrecognized tax benefits that should be recorded. For the year ended July 31, 2022, there were no interest or penalties recorded or included in the statement of activities related to taxes. Part XI, Line 2d - Other Adjustments: Classification difference - rental income direct costs - $9,305 9,305. Part XII, Line 2d - Other Adjustments: Classification difference - rental income direct costs - $9,305 9,305. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The Academy's racially nondiscriminatory policy was publicized through the Fort Worth Star Telegram, a regional newspaper. Schedule E, Part I, Line 6 The Academy participates in the National School Lunch Program and the School Breakfast Program administered by Texas Department of Agriculture for the United States Department of Agriculture. The Academy also received funds through the Supply Chain Assistance Grant Award which is also administered by Texas Departement of Agriculture for the United States Department of Agriculture. X 0 Dinner Under the Stars 283500 191800 91700 0 0 4500 18657 29231 3316 Pickleball Tournament 254555 219500 35055 21493 3250 6620 3478 538055 411300 126755 25993 21907 35851 6794 90545 36210 Form 990, Part VI, Section B, line 11b A complete copy of Form 990 is provided to the Academy's Board of Directors who review and approve Form 990 before it is filed. Form 990, Part VI, Section B, line 12c The Academy monitors its conflict of interest policy in staff and board meetings regularly. Form 990, Part VI, Section B, line 15a Compensation for the Head of School is approved by the Board of Directors after comparison with compensation for similiar individuals in other local non-profit schools and similiar non-profit organizations. Form 990, Part VI, Section C, line 18 The Academy's governing documents, conflict of interest policy, Form 990, and financial statements are available upon request. Form 990, Part VI, Section C, line 19 The Academy's governing documents, conflict of interest policy, Form 990, and financial statements are available upon request. Form 990, Part XII, Line 2c The Board of Directors of the Academy assumes responsibility for oversight of the Academy's audit and selection of an independent accountant. Rivertree RE Holdings I LLC 5439 Bonnell Avenue Fort Worth TX 76107 452668753 Real estate holding company TX 8686 Rivertree Academy Rivertree RE Holdings II LLC 5439 Bonnell Avenue Fort Worth TX 76107 452668753 Real estate holding company TX Rivertree Academy Form 990, Schedule R The Academy is the managing member of Rivertree RE Holdings I, LLC and Rivertree RE Holdings II, LLC (the "Affiliated Entities"), which are each for-profit limited liability corporations formed to hold real estate used by the Academy.