2016-07-14T16:46:16-05:00 2015-08-31 750786316 WEAVER AND TIDWELL LLP 12221 MERIT DRIVE SUITE 1400 DALLAS TX 75251 990 2014-09-01 200033926 WESTLAKE ACADEMY FOUNDATION WEST 8174905722 2600 JT OTTINGER ROAD WESTLAKE TX 76262 DEBBIE PIPER FINANCE DIRECTOR 8174905722 2016-07-14 1 IRA L NEVELOW P00083210 9724901970 2014 2016-09-27 15:27:22Z DR SHELLY MYERS 2600 JT OTTINGER ROAD WESTLAKE TX 76262 4761471 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. 12 12 0 90 0 0 1235495 1422196 0 0 170410 11751 -45044 -63794 1360861 1370153 1048749 1207293 0 0 50851 57179 0 0 75467 52587 52935 1152187 1317407 208674 52746 1595428 1599765 18252 18308 1577176 1581457 TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO ACHIEVE ACADEMIC EXCELLENCE IN DEVELOPING RESPONSIBLE, GLOBAL, LIFELONG LEARNERS. 0 0 1207293 1207293 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. 1207293 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 TX X DEBBIE PIPER 8174905712 1301 SOLANA BOULEVARD BUILDING 4 WESTLAKE TX 76262 LEAH RENNHACK VICE PRESIDENT 2.00 X X 0 0 0 KAREN STOLTENBERG PRESIDENT 5.00 X X 0 0 0 BILL GREENWOOD DIRECTOR 2.00 X 0 0 0 KEN GORDON SECRETARY 2.00 X X 0 0 0 KEVIN HANSEN DIRECTOR 2.00 X 0 0 0 ZAN JONES DIRECTOR 2.00 X 0 0 0 JEFF WATSON DIRECTOR 2.00 X 0 0 0 SEAN SHOPE TREASURER 2.00 X X 0 0 0 ANDY SEDINO DIRECTOR 2.00 X 0 0 0 ANDY GRIESER DIRECTOR 2.00 X 0 0 0 CHRIS JEPPESEN DIRECTOR 2.00 X 0 0 0 DEBBIE KRASKA DIRECTOR 2.00 X 0 0 0 DR SHELLY MYERS EXECUTIVE DIRECTOR 40.00 X 42630 42630 9352 DEBBIE PIPER FINANCE DIRECTOR 40.00 X 0 119571 19956 42630 162201 29308 0 0 0 0 0 335220 1086976 1422196 18845 18845 3266690 3273784 -7094 -7094 -7094 53740 335220 117534 -63794 -63794 1370153 0 0 -52043 1207293 1207293 46533 46533 8859 8859 1787 1787 4000 4000 7312 4730 2582 6040 6040 24805 20195 4610 3911 3911 2704 2704 1436 1436 OTHER FUNDRAISING COSTS 2352 2352 DUES & SUBSCRIPTIONS 200 200 MISCELLANEOUS EXPENSE 175 175 1317407 1207293 34647 75467 298480 652294 28267 22973 3567 1915 1265114 922583 1595428 1599765 18252 17558 750 18252 18308 X 1511920 1519433 13380 9691 51876 52333 1577176 1581457 1595428 1599765 52746 -48465 0 X 0 1 X 0 0 X 785186 1062219 744363 1242245 1422196 5256209 785186 1062219 744363 1242245 1422196 5256209 120044 5136165 1841 10265 14268 18922 18845 64141 300382 424110 351487 47750 53740 1177469 6497819 0.79040 0.68490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1307545 48124 -36231 1200 7781 1310457 901000 273518 133027 1307545 900000 1000 901000 500000 400000 900000 250000 250000 500000 0.95270 0.03990 0.00740 0 0 0 X 1439222 -48465 117534 69069 1370153 0 1370153 1434941 117534 117534 1317407 0 1317407 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, 2015 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 117,534. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 117,534. GALLERY NIGHT 234375 208635 25740 7192 25621 6900 32867 WESTLAKE BAJA 154585 126585 28000 16431 14469 14055 388960 335220 53740 23623 40090 20955 32867 117535 -63795 0 WESTLAKE ACADEMY 2600 JT OTTINGER ROAD WESTLAKE TX 76262 752449357 501(C)(3) 1207293 TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO ACHIEVE ACADEMIC EXCELLENCE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR PRIOR TO BEING FILED AND 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. 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 1 1 0 0 0 0 WESTLAKE ACADEMY B 1207293 CASH WESTLAKE ACADEMY O 57179 CASH