THE FAMILY LITERACY ACADEMY AT LAKE WALES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE FAMILY LITERACY ACADEMY AT LAKE WALES INC (EIN 47-4294685)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-01-12
IRS object ID
201630129349300418
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

FieldValueIRS element (for citing)
Return2016-01-12T09:20:22-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN590673514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUNTING TRIPP & INGLEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 EAST TILLMAN AVENUEAddressLine1Txt
CityLAKE WALESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338533714ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474294685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAMILY LITERACY ACADEMY ATBusinessNameLine1Txt
Business Name Line2LAKE WALES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFAMIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 OAK STREETAddressLine1Txt
CityBABSON PARKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33827ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEMING COWLESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Signature2016-01-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEE A WHEELER IIIPreparerPersonNm
PTINP00675032PTIN
Phone8636767981PhoneNum
Preparation2016-01-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerDEM COWLESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 OAK STREETAddressLine1Txt
CityBABSON PARKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33827ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$240,325GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATION.POLK.EDU/FLALWWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE FAMILY LITERACY ACADEMY AT LAKE WALES PROVIDES A FULLY INTEGRATED, COMPREHENSIVE EDUCATIONAL PROGRAM CONCENTRATING ON ADULTS THAT SEEK TO COMPLETE THEIR GED PROGRAM.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$240,034CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$291CYOtherRevenueAmt
CY Total Revenue$240,325CYTotalRevenueAmt
CY Grants And Similar Paid$500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$176,178CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,734CYTotalFundraisingExpenseAmt
CY Other Expenses$26,406CYOtherExpensesAmt
CY Total Expenses$203,084CYTotalExpensesAmt
CY Revenues Less Expenses$37,241CYRevenuesLessExpensesAmt
Total Assets EOY$145,138TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$145,138NetAssetsOrFundBalancesEOYAmt
MissionTHE FAMILY LITERACY ACADEMY AT LAKE WALES PROVIDES A FULLY INTEGRATED, COMPREHENSIVE EDUCATIONAL PROGRAM CONCENTRATING ON ADULTS THAT SEEK TO COMPLETE THEIR GED PROGRAM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$187,569ExpenseAmt
Grant$500GrantAmt
DescASSISTED 60 INDIVIDUALS IN WORKING TOWARDS THEIR GED. SINCE INCEPTION 75 INDIVIDUALS HAVE OBTAINED THEIR GED AND 25 ARE CURRENTLY ENROLLED IN HIGHER EDUCATION.Desc
Total Program Service Expenses$187,569TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEM COLESPersonNm
Phone8636381108PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 OAK STREETAddressLine1Txt
CityBABSON PARKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33827ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BOLET SALUD
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
TERRYE HOWELL
VICE PRESIDE5.00Yes (X)Yes (X)$0$0$0
LEE A WHEELER III
TREASURER5.00Yes (X)Yes (X)$0$0$0
ELEANOR F WETZEL
SECRETARY5.00Yes (X)Yes (X)$0$0$0
ROB SANSOME
DIRECTOR2.00Yes (X)$0$0$0
COLETTE BRAUNSTEIN
DIRECTOR2.00Yes (X)$0$0$0
DAVID HARRISON
DIRECTOR2.00Yes (X)$0$0$0
NANCY HOYT
DIRECTOR2.00Yes (X)$0$0$0
CHERYL GARNETT
DIRECTOR2.00Yes (X)$0$0$0
DAVID CONNOR
DIRECTOR2.00Yes (X)$0$0$0
HOWARD KAY
DIRECTOR2.00Yes (X)$0$0$0
TOMAS MCCANCE
DIRECTOR2.00Yes (X)$0$0$0
DEMING COWLES
EXECUTIVE DI40.00Yes (X)$57,500$0$4,560
FieldValueIRS element (for citing)
Total Reportable Comp From Org$57,500TotalReportableCompFromOrgAmt
Total Other Compensation$4,560TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$240,034AllOtherContributionsAmt
Total Contributions$240,034TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISC REVENUE- ALUMINUM$290$290
REVENUE- OTHER SOURCES$1$1
FieldValueIRS element (for citing)
Other Revenue Total$291OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,325TotalRevenueColumnAmt
Related Or Exempt Func Income$291RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$57,500TotalAmt
Program Services$43,125ProgramServicesAmt
Management And General$7,188ManagementAndGeneralAmt
Fundraising$7,187FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$99,803TotalAmt
Program Services$99,803ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,560TotalAmt
Program Services$3,420ProgramServicesAmt
Management And General$593ManagementAndGeneralAmt
Fundraising$547FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,504TotalAmt
Program Services$3,504ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,811TotalAmt
Program Services$10,811ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,959TotalAmt
Program Services$4,959ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$61TotalAmt
Program Services$61ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,650TotalAmt
Program Services$4,650ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,476TotalAmt
Program Services$4,476ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SUPPLIES- OTHER$3,110$3,110
SUPPLIES- DOLLAR GEN$1,876$1,876
SUPPLIES- RECYCLE$1,760$1,760
BOOKS/SUBS- DOLLAR GEN$1,570$1,570

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,944TotalAmt
Program Services$3,944ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$203,084TotalAmt
Program Services$187,569ProgramServicesAmt
Management And General$7,781ManagementAndGeneralAmt
Fundraising$7,734FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$120,361EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$24,777EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$145,138EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$145,138EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$145,138EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$145,138EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$37,241ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$107,897OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$240,034CurrentTaxYearAmt
Total$240,034TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$240,034CurrentTaxYearAmt
Total$240,034TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$240,034PublicSupportTotal170Amt
Total Support$240,034TotalSupportAmt
Gross Receipts Rltd Activities$291GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6BOARD OF DIRECTORS SERVE WITHOUT COMPENSATION. IN ADDITION THERE ARE VOLUNTEERS WHO HELP TEACH CLASSES AND CARRYOUT OTHER RELATED TASKS FOR THE STUDENTS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE AND CIRCULATED TO BOARD MEMBERS BEFORE FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD AFFIRMS THE POLICY EACH YEAR.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTORS SALARY IS SET BY THE BOARD AND IS BASED ON COMPARIBLE POSITIONS AT SIMILAR SIZED ORGANIZATIONS.
FORM 990, PAGE 6, PART VI, LINE 19ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9BALANCES CARRIED OVER FROM 0 PRE-INCORPORATION 107,897

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