EDUCATIONAL FOUNDATION OF LAKE COUNTY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL FOUNDATION OF LAKE COUNTY INC (EIN 59-2764174)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-11
- IRS object ID
- 201600429349301860
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-11T15:02:29-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591567188 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINES BLAKESLEE MADYDA CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S DILLARD ST | AddressLine1Txt |
| City | WINTER GARDEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592764174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL FOUNDATION OF LAKE | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 3523261265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 W BURLEIGH BOULEVARD | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327782407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMAN CULLEN-BATT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3523261265 | PhoneNum |
| Signature | 2016-01-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS A BINNEY | PreparerPersonNm |
| PTIN | P00352362 | PTIN |
| Phone | 4076566611 | PhoneNum |
| Preparation | 2016-02-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARMEN CULLEN-BATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 W BURLEIGH BOULEVARD | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327782407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,318,442 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES DIRECT SUPPORT TO THE LAKE COUNTY SCHOOL SYSTEM THROUGH CONTRIBUTIONS, GRANTS AND FUNDRAISING ACTIVITIES. ALL MONIES ARE INVESTED INTO LAKE COUNTY SCHOOLS WHERE NEEDED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,536,357 | PYContributionsGrantsAmt |
| CY Contributions Grants | $667,309 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $208,555 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $99,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,274 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,058 | CYInvestmentIncomeAmt |
| PY Other Revenue | $184,094 | PYOtherRevenueAmt |
| CY Other Revenue | $206,670 | CYOtherRevenueAmt |
| PY Total Revenue | $1,938,280 | PYTotalRevenueAmt |
| CY Total Revenue | $1,083,142 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $148,884 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $123,684 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,312 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,327,950 | PYOtherExpensesAmt |
| CY Other Expenses | $1,149,462 | CYOtherExpensesAmt |
| PY Total Expenses | $1,476,834 | PYTotalExpensesAmt |
| CY Total Expenses | $1,273,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $461,446 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$190,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,249,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,060,132 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,894 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,245,430 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,055,238 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION PROVIDES DIRECT SUPPORT TO THE LAKE COUNTY SCHOOL SYSTEM THROUGH CONTRIBUTIONS, GRANTS AND FUNDRAISING ACTIVITIES. ALL MONIES ARE INVESTED INTO LAKE COUNTY SCHOOLS WHERE NEEDED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,189,162 | ExpenseAmt |
| Revenue | $213,988 | RevenueAmt |
| Desc | DIRECT SUPPORT OF STUDENTS AND TEACHERS IN LAKE COUNTY THROUGH THE PROVISION OF GRANTS, SCHOLARSHIPS AND RECOGNITION EVENTS TO ENCOURAGE EXCELLENCE IN EDUCATION. | Desc |
| Total Program Service Expenses | $1,189,162 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | 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 |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | false | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 | Yes (true) | 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 | Yes (true) | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIAH M DELGADO | PersonNm |
| Phone | 3523261265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST BURLEIGH BLVD | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327782407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JANET BOLIVAR | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE STONE | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE DEGRAW | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL GIFFING | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN MOXLEY | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSANNE BRANDEBERG | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART KLATTE | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH YODDER | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN PARKS | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK BOWERSOX | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY FULLER | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| B GRASSEL | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BE THOMPSON | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTY PARSONS | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LILLIAN LOCKETTE | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVIS TALMAGE | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MYERS | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA PETERSON | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HOLLAND | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM MILLER | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BLANKENSHIP | ||||||
| Yes (X) | $0 | $0 | $0 | |||
| PEGGY CAMPBELL | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGO ODOM | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY NEAL | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY MILLER | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA WILSON SMITH | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM BURTNETT | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN TATRO | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY HUNT | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY BORDERS | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN SEABROOK | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MERIDETH NAGEL | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH KIRSTE | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOSTON CONSULTING GROUP | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE 31ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $215,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,025 | MembershipDuesAmt |
| Government Grants | $120,932 | GovernmentGrantsAmt |
| All Other Contributions | $544,352 | AllOtherContributionsAmt |
| Total Contributions | $667,309 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGAMS/RECOGNITION | Desc |
| Total Revenue Column | $99,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $99,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,058 | TotalRevenueColumnAmt |
| Exclusion | $110,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $429,340 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $235,300 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,040 | TotalRevenueColumnAmt |
| Exclusion | $194,040 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LICENSE TAGS | 611710 | $6,646 | $6,646 |
| MISCELLANEOUS | 611710 | $5,984 | $5,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,630 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,083,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,735 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $304,098 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,500 | TotalAmt |
| Program Services | $44,250 | ProgramServicesAmt |
| Management And General | $22,125 | ManagementAndGeneralAmt |
| Fundraising | $22,125 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,409 | TotalAmt |
| Program Services | $11,414 | ProgramServicesAmt |
| Management And General | $6,995 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,370 | TotalAmt |
| Program Services | $8,909 | ProgramServicesAmt |
| Management And General | $2,731 | ManagementAndGeneralAmt |
| Fundraising | $2,730 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,405 | TotalAmt |
| Program Services | $1,491 | ProgramServicesAmt |
| Management And General | $457 | ManagementAndGeneralAmt |
| Fundraising | $457 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,124 | TotalAmt |
| Management And General | $12,124 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,137 | TotalAmt |
| Program Services | $4,042 | ProgramServicesAmt |
| Management And General | $3,095 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,528 | TotalAmt |
| Program Services | $3,241 | ProgramServicesAmt |
| Management And General | $2,287 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960 | TotalAmt |
| Program Services | $960 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,947 | TotalAmt |
| Management And General | $4,947 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STUDENT & TEACHER SUPPORT | $627,482 | $627,482 |
| SCHOLARSHIPS | $455,335 | $455,335 |
| CONTRACT LABOR | $25,241 | $25,241 |
| CONTACT SIGNING | $3,871 | $3,871 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,837 | TotalAmt |
| Program Services | $2,926 | ProgramServicesAmt |
| Management And General | $3,911 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273,146 | TotalAmt |
| Program Services | $1,189,162 | ProgramServicesAmt |
| Management And General | $58,672 | ManagementAndGeneralAmt |
| Fundraising | $25,312 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708 | BOYAmt |
| EOY | $708 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,081 | BOYAmt |
| EOY | $800,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,043 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417 | BOYAmt |
| EOY | $6,057 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,844 | BOYAmt |
| EOY | $142,221 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,061 | BOYAmt |
| EOY | $3,110,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,111 | BOYAmt |
| EOY | $4,060,132 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681 | BOYAmt |
| EOY | $4,894 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681 | BOYAmt |
| EOY | $4,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,077 | BOYAmt |
| EOY | $27,842 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,830,853 | BOYAmt |
| EOY | $4,002,896 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,500 | BOYAmt |
| EOY | $24,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,245,430 | BOYAmt |
| EOY | $4,055,238 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,111 | BOYAmt |
| EOY | $4,060,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$190,004 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$188 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $448,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,536,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $667,309 | CurrentTaxYearAmt |
| Total | $3,574,726 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $448,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,536,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $667,309 | CurrentTaxYearAmt |
| Total | $3,574,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,574,726 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,496 | CurrentTaxYearAmt |
| Total | $36,409 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $429,340 | CurrentTaxYearAmt |
| Total | $482,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,093,924 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $111,735 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 53,449 | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,043 | DepreciationAmt |
| Book Value | $6,057 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,057 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN FL PPD FOUND. | Desc |
| Book Value | $3,110,239 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,110,239 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,651,016 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $114,883 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $452,991 | OtherRevenueAmt |
| Revenue Not Reported | $567,874 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,083,142 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,083,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,652,494 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $114,833 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $235,300 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $350,133 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,302,361 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$29,215 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$29,215 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,273,146 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | EVENT DIRECT EXPENSE 235,300 PY DEFERRED REVENUE 215,548 CASH TO ACCRUAL ADJUST 2,143 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EVENT DIRECT EXPENSE 235,300 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | CASH TO ACCRUAL ADJUSTMENT -29,215 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RENAISSANCE FAI | Event1Nm |
| Gross Receipts Event1 | $242,773 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $242,773 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $156,083 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER | Event2Nm |
| Gross Receipts Event2 | $120,609 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $120,609 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $60,627 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $65,958 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $65,958 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,590 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $429,340 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $429,340 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $235,300 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $235,300 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $194,040 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE GOVERNING BODY MAY BE SUBJECT TO THE APPROVAL OF THE LAKE COUNTY SCHOOL BOARD, IF IT RELATES TO SCHOOL BOARD POLICIES |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY MANAGEMENT AND FOUNDATION OFFICERS AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR ACCEPTANCE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD POLICY REQUIRES IMMEDIATE NOTIFICATION OF ANY CIRCUMSTANCES THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | A COMMITTEE ANNUALLY COMPILES DATA FOR COMPARISON OF COMPENSATION TO INDIVIDUALS IN COMPARABLE POSITIONS |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF THE 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART XI, LINE 9 | EVENT DIRECT EXPENSE 235,300 PY DEFERRED REVENUE 215,548 CASH TO ACCRUAL ADJUST 2,143 EVENT DIRECT EXPENSE -235,300 CASH TO ACCRUAL ADJUSTMENT -29,215 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE COUNTY SCHOOL DISTRCT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 W BURLEIGH BOULEVARD | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596000694 | EIN |
| Primary Activities | PUBLIC SCH | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Public Charity Status | 6 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LAKE COUNTY SCHOOL BOARD | ||
| N | $23,419 | FAIR VALUE |
| LAKE COUNTY SCHOOL BOARD | ||
| O | $81,239 | CASH PAYMENT |
| LAKE COUNTY SCHOOL BOARD | ||
| Q | $10,225 | CASH PAYMENT |
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