2023-07-17T17:19:20-05:00 2022-08-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2021-09-01 200033926 WESTLAKE ACADEMY FOUNDATION WEST 8174905722 2600 JT OTTINGER ROAD WESTLAKE TX 76262 CAYCE LAY LAMAS DIRECTOR OF FINANCE 8174905722 2023-07-17 1 CAYCE LAY LAMAS 999009999 KIRBY ROSS P00298143 9724901970 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR SHELLY MYERS 2600 JT OTTINGER ROAD WESTLAKE TX 76262 2752101 0 X WESTLAKEACADEMYFOUNDATION.ORG X 2003 TX TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO ACHIEVE ACADEMIC EXCELLENCE IN DEVELOPING RESPONSIBLE, GLOBAL, LIFELONG LEARNERS. 11 11 0 90 0 0 1431043 1191598 0 1159868 127006 177195 -67243 -190165 1490806 2338496 1202419 2254045 0 0 0 0 0 0 4476 71939 81587 1274358 2335632 216448 2864 3244083 2748901 7600 6895 3236483 2742006 TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO PROVIDE STUDENTS WITH AN INTERNATIONALLY-MINDED EDUCATION OF THE HIGHEST QUALITY, SO THEY ARE WELL-BALANCED AND RESPECTFUL LIFE-LONG LEARNERS. 0 0 2254045 2254045 1159868 PROVIDE "ABOVE AND BEYOND" SUPPORT FOR ACTIVITIES AND INITIATIVES OF THE ACADEMY OUTSIDE OF THE ANNUAL BUDGET. GRANTS HAVE FUNDED NEW CURRICULUM PROGRAMS, CLASSROOM PROJECTS, NEW EQUIPMENT, RETENTION/RECRUITING INCENTIVES, SMARTBOARDS AND PROFESSIONAL DEVELOPMENT/TRAINING. 2254045 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X CAYCE LAY LAMAS 8174905712 1500 SOLANA BLVD BUILDING 7 SUITE WESTLAKE TX 76262 X DR SHELLY MYERS EXECUTIVE DIRECTOR 40.00 X 0 0 0 GINGER AWTRY DIRECTOR OF FINANCE 40.00 X 0 0 0 CHRISTINE ROSS PRESIDENT 5.00 X X 0 0 0 LEAH RENNHACK VICE PRESIDENT 2.00 X X 0 0 0 WENDY GREENWOOD SECRETARY 2.00 X X 0 0 0 SEAN SHOPE TREASURER 2.00 X X 0 0 0 LAURA LUCKETT DIRECTOR 2.00 X 0 0 0 MEGHAN DORR DIRECTOR 2.00 X 0 0 0 MICHAEL COLBY DIRECTOR 2.00 X 0 0 0 DR AHU SIEG DIRECTOR 2.00 X 0 0 0 DEBBIE KRASKA DIRECTOR 2.00 X 0 0 0 ROBERT ANDERSON DIRECTOR 2.00 X 0 0 0 LINDSAY MCGRATH DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 1 0 0 566423 625175 1191598 BLACKSMITH ANNUAL PROG 900099 1159868 1159868 1159868 115356 115356 285279 223440 61839 61839 61839 0 566423 190165 -190165 -190165 2338496 1159868 0 -12970 2254045 2254045 16925 16925 9763 9763 23077 21783 1294 394 394 CREDIT CARD/BANK FEES 19006 19006 MISCELLANEOUS EXPENSE 12422 9240 3182 2335632 2254045 77111 4476 799173 585129 0 4141 2444910 2159631 3244083 2748901 7600 6895 7600 6895 X 2877603 2437956 358880 304050 3236483 2742006 3244083 2748901 2864 -497341 0 X X 0 1 X 1 0 X 1666227 1748516 1053311 989392 1191598 6649044 1666227 1748516 1053311 989392 1191598 6649044 144451 6504593 55880 78048 68073 49924 115356 367281 44350 41700 37150 31350 154550 7170875 1159868 0.90710 0.91940 X 2499994 2499994 2021775 64634 437962 6490 17887 2499994 1865084 25903 153125 7828 14509 2021775 1827173 32210 22761 5906 11154 1865084 1649922 33692 169835 12500 13776 1827173 0 0 0 X 2528661 190165 190165 2338496 0 2338496 2525797 190165 190165 2335632 0 2335632 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2022 THAT WOULD BE SUBJECT TO THE RECOGNITION PROVISION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES." GENERALLY, THE THREE PRIOR YEARS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 190,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 190,165. SCHEDULE D, PART V DETAIL NOT AVAILABLE AT THIS TIME. AMENDED RETURN WILL BE FILED WHEN AVAILABLE. GALLERY NIGHT 209071 209071 3000 66089 WESTLAKE BAJA 357352 357352 121076 566423 566423 3000 187165 190165 -190165 0 WESTLAKE ACADEMY 2600 JT OTTINGER ROAD WESTLAKE TX 76262 752449357 501(C)(3) 2254045 0 PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO ACHIEVE ACADEMIC EXCELLENCE. 1 0 0 0 0 0 0 0 0 0 SCHEDULE J, PART II DETAIL NOT AVAILABLE AT THIS TIME. AMENDED RETURN WILL BE FILED WHEN AVAILABLE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR PRIOR TO BEING FILED. EACH BOARD MEMBER HAS THE OPPORTUNITY TO SEE THE 990 PRIOR TO FILING BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS A COPY OF ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AND EACH IS AVAILABLE FOR REVIEW UPON REQUEST ALONG WITH THE PUBLIC AVAILABILITY OF THE ANNUAL AUDIT REPORT. PART XII, LINE 2C EXPLANATION NO CHANGES TO METHOD OF ACCOUNTING OR AUDIT COMMITTEE PROCEDURES OCCURRED DURING THE FISCAL YEAR. SCHEDULE B, PART II DETAIL NOT AVAILABLE AT THIS TIME. AMENDED RETURN WILL BE FILED WHEN AVAILABLE. WESTLAKE ACADEMY 2600 JT OTTINGER ROAD WESTLAKE TX 75262 752449357 OPERATE A SCHOOL TX 501(C)3 LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 WESTLAKE ACADEMY B 2254045 CASH WESTLAKE ACADEMY O 0 CASH