2015-07-15T08:23:19-05:00 2014-08-31 750786316 WEAVER AND TIDWELL LLP 12221 MERIT DRIVE SUITE 1400 DALLAS TX 75251 990 2013-09-01 200033926 WESTLAKE ACADEMY FOUNDATION WEST 8174905722 2600 JT OTTINGER ROAD WESTLAKE TX 76262 DEBBIE PIPER FINANCE DIRECTOR 8174905722 2015-07-08 1 IRA L NEVELOW P00083210 9724901970 2013 2016-02-25 16:41:14Z DR SHELLY MYERS 2600 JT OTTINGER ROAD WESTLAKE TX 76262 6297795 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. 13 13 0 13 0 0 744363 1235495 0 0 51679 170410 245716 -45044 1041758 1360861 882220 1048749 0 0 44200 50851 0 0 65658 45266 52587 971686 1152187 70072 208674 1397787 1595428 19328 18252 1378459 1577176 TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO ACHIEVE ACADEMIC EXCELLENCE IN DEVELOPING RESPONSIBLE, GLOBAL, LIFELONG LEARNERS. 0 0 975991 975991 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, TECHNOLOGY AND PROFESSIONAL DEVELOPMENT/TRAINING. 72758 72758 THROUGH ANNUAL FUND-AN-ITEM, PROVIDE DEDICATED FUNDS FOR AN "ABOVE AND BEYOND" CAPITAL PROJECT. RECENT PROJECTS INCLUDE INTERACTIVE CLASSROOM SMARTBOARDS, WEIGHT TRAINING & PE EQUIPMENT, AND CREATING LIBRARY MEDIA RESOURCE CENTER. 1048749 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 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 TX X DEBBIE PIPER 8174905712 3 VILLAGE CIRCLE SUITE 202 WESTLAKE TX 76262 LEAH RENHACK VICE PRESIDENT 2.00 X X 0 0 0 KELLY COX PRESIDENT 5.00 X X 0 0 0 BILL GREENWOOD DIRECTOR 2.00 X 0 0 0 APRIL GALLAGHER 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 CHARLOTTE RYAN 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 REBECCA NEIDICH DIRECTOR 2.00 X 0 0 0 ANDY SEDINO DIRECTOR 2.00 X 0 0 0 KAREN SOLTENBERG DIRECTOR 2.00 X 0 0 0 DR SHELLY MYERS EXECUTIVE DIRECTOR 40.00 X 36246 36245 8456 DEBBIE PIPER FINANCE DIRECTOR 40.00 X 0 114864 18597 36246 151109 27053 0 0 0 0 0 297146 938349 1235495 18922 18922 4988878 4837390 151488 151488 151488 54500 297146 99544 -45044 -45044 1360861 0 0 125366 1048749 1048749 43686 43686 6963 6963 202 202 3500 3500 6187 3936 2251 4197 4197 28168 28168 4362 4362 1682 1682 OTHER FUNDRAISING COSTS 3997 3997 DUES & SUBSCRIPTIONS 494 494 1152187 1048749 37780 65658 296990 298480 28267 2245 3567 1098552 1265114 1397787 1595428 1828 18252 17500 19328 18252 X 1318119 1511920 8931 13380 51409 51876 1378459 1577176 1397787 1595428 208674 -9957 0 X 0 1 X 0 0 X 794340 785186 1062219 744363 1242245 4628353 794340 785186 1062219 744363 1242245 4628353 375820 4252533 750 1841 10265 14268 18922 46046 410867 300382 424110 351487 47750 1534596 6208995 0.68490 0.65510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 901000 273518 133027 1307545 900000 1000 901000 500000 400000 900000 250000 250000 500000 250000 250000 0.95010 0.03970 0.01020 0 0 0 X 1450448 -9957 99544 89587 1360861 0 1360861 1251731 99544 99544 1152187 0 1152187 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 ACADEMY IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2014 THAT WOULD BE SUBJECT TO THE RECOGNITION PROVISION OF FASB 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 99,544. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 99,544. GALLERY NIGHT 245368 218368 27000 9540 26377 6250 20664 WESTLAKE BAJA 106278 78778 27500 15519 14582 6612 351646 297146 54500 25059 40959 6250 27276 99544 -45044 0 WESTLAKE ACADEMY 2600 JT OTTINGER ROAD WESTLAKE TX 76262 752449357 975991 TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO ACHIEVE ACADEMIC EXCELLENCE. TOWN OF WESTLAKE 3 VILLAGE CIRCLE 202 WESTLAKE TX 76262 752449357 72758 TO FUND AN ITEM FROM GALLERY NIGHT FOR HEALTH/FITNESS EQUIPMENT FOR THE NEW BUILDINGS (TOWN ASSET). 2 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 1048749 CASH WESTLAKE ACADEMY O 50851 CASH