2015-05-12T08:51:49-05:00 2014-06-30 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2013-07-01 770616274 LIVE OAK CLASSICAL SCHOOL LIVE 2547141007 P O BOX 647 WACO TX 76703 ALISON MOFFATT HEAD OF SCHOOL 2547141007 2015-05-06 1 SHARON M HERWALD CPA P00079864 2547724901 2013 2016-03-07 17:11:31Z ALISON MOFFATT P O BOX 647 WACO TX 76703 2867704 0 X LIVEOAKCLASSICAL.COM X 2003 TX LIVE OAK CLASSICAL SCHOOL STRIVES TO EQUIP STUDENTS TO LOVE GOD WITH ALL THEIR HEARTS, SOULS AND MINDS. WE DRAW ON THE CLASSICAL TOOLS OF LEARNING TO PREPARE STUDENTS TO REASON CLEARLY, COMMUNICATE EFFECTIVELY, & ACT RESPONSIBILY IN THE WORLD, ALL FOR THE GLORY OF GOD. 13 12 121 450 0 0 120133 203588 2244771 2555358 866 659 10494 56682 2376264 2816287 0 213225 0 0 1677611 1918820 0 0 62539 684521 633990 2362132 2766035 14132 50252 1954790 2685037 1038352 1718347 916438 966690 LIVE OAK CLASSICAL SCHOOL STRIVES TO EQUIP STUDENTS TO LOVE GOD WITH ALL THEIR HEARTS, SOULS AND MINDS. WE DRAW ON THE CLASSICAL TOOLS OF LEARNING TO PREPARE STUDENTS TO REASON CLEARLY, COMMUNICATE EFFECTIVELY,& ACT RESPONSIBILY IN THE WORLD,ALL FOR THE GLORY OF GOD. 0 0 2399069 213225 2555952 TO PROVIDE A CHRISTIAN AND CLASSICAL EDUCATION FOR CHILDREN IN GRADES K THROUGH 12. DURING THE YEAR ENDED JUNE 30, 2014, THE SCHOOL PROVIDED EDUCATION FOR 344 STUDENTS. 2399069 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 121 1 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X SHERYL GROPPE 2547141007 420 S 5TH STREET WACO TX 76706 DENNIS TUCKER PRESIDENT 15.00 X X 0 0 0 WILLIAM DEGRAFFENRIED VICE-PRESIDENT 5.00 X X 0 0 0 KIM HANYSAK SECRETARY 5.00 X X 0 0 0 STEVE WILLIS TREASURER 5.00 X X 0 0 0 MONA CHOUCAIR BOARD MEMBER 1.00 X 0 0 0 JEFF WALLACE BOARD MEMBER 1.00 X 0 0 0 DAVID STRINGER BOARD MEMBER 1.00 X 0 0 0 JEREMY COUNSELLER BOARD MEMBER 1.00 X 0 0 0 JAY CABALLERO BOARD MEMBER 1.00 X 0 0 0 JENNIFER DAILY BOARD MEMBER 1.00 X 0 0 0 MARCUS BROOKS BOARD MEMBER 1.00 X 0 0 0 ROB BAKER BOARD MEMBER 1.00 X 0 0 0 ALISON MOFFAT HEAD OF SCHOOL 40.00 X X 53375 0 0 FRANK ALEXANDER CFO, NON-VOTING 40.00 X 21625 0 0 SHERYL GROPPE CFO, NON-VOTING 40.00 X 34458 0 0 109458 0 0 0 0 0 0 0 28725 174863 203588 TUITION & FEES 611110 2450872 2450872 HOT LUNCHES 611110 57880 57880 EXTRACURRICULAR EVENT 611110 46606 46606 2555358 659 659 2100 0 2100 2100 2100 67790 28725 13802 53988 53988 38209 37615 594 594 2816287 2555952 0 56747 213225 213225 82821 82821 1582193 1432605 116588 33000 113318 92318 15000 6000 140488 119647 17983 2858 1250 1250 950 950 19360 602 18758 68093 8871 57299 1923 11893 11893 144847 144847 36759 35768 991 2496 2496 55395 55395 73364 73364 CURRICULUM/CLASSROOM EX 86035 86035 ATHLETIC EXPENSES 57264 57264 FOOD 51386 51386 FIELD TRIPS 24898 24898 2766035 2399069 304427 62539 59850 58223 100000 146503 29441 48828 4204 5917 3121 22167 2597922 194523 1758174 2403399 1954790 2685037 44599 46061 167195 223200 795058 1449086 31500 1038352 1718347 X -26703 22136 13517 14930 929624 929624 916438 966690 1954790 2685037 50252 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269000 269000 2004245 119494 1884751 324677 75029 249648 2403399 X 2735194 0 2735194 81093 81093 2816287 2684942 0 2684942 81093 81093 2766035 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATIONS FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE LAST THREE YEARS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXTRACURRICULAR EVENT INCOME OFFSET AGAINST EXPENSE ON AUDIT 46,606. SUMMER SCHOOL TUITION OFFSET AGAINST EXPENSE ON AUDIT 4,899. SCHOOL SUPPLIES & YEARBOOK SALES OFFSET AGAINST EXPENSE ON AUDIT 19,588. COGS NOT OFFSET AGAINST REVENUE ON AUDIT 10,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXTRACURRICULAR EVENT INCOME OFFSET AGAINST EXPENSE ON AUDIT 46,606. SUMMER SCHOOL TUITION OFFSET AGAINST EXPENSE ON AUDIT 4,899. SCHOOL SUPPLIES & YEARBOOK SALES OFFSET AGAINST EXPENSE ON AUDIT 19,588. COGS NOT OFFSET AGAINST REVENUE ON AUDIT 10,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES A NONDISCRIMNATORY STATEMENT ANNUALLY IN AN AD IN THE WACO TODAY MAGAZINE, THE STANDARD (OUR HANDBOOK FOR ALL PARENTS AND STUDENTS), AND ON OUR WEBSITE. GALA 96515 28725 67790 4111 4300 5391 96515 28725 67790 4111 4300 5391 13802 53988 0 TUITION ASSISTANCE 64 213225 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING. AFTER REVIEW, THE FINANCE COMMITTEE RECOMMENDED TO THE FULL BOARD THAT THE RETURN BE APPROVED AND THAT THE CFO BE INSTRUCTED TO SIGN AND FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL AFFIRMATION OF THE POLICY IS INDIVIDUALLY SIGNED BY EACH BOARD MEMBER AND KEY STAFF FORM 990, PART VI, SECTION B, LINE 15 ANNUAL WRITTEN REVIEWS OF ALL EDUCATORS AND KEY STAFF ARE REVIEWED BY THE HEAD OF SCHOOL AND REPORTED TO THE BOARD. ALL SALARY AND BENEFITS ARE APPROVED BY THE FINANCE COMMITTEE AND FULL BOARD DURING THE BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.