HERITAGE ACADEMY CHARTER SCHOOLS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE ACADEMY CHARTER SCHOOLS INC (EIN 74-2823746)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-14
- IRS object ID
- 201541959349301289
- Schema version
- 2013v4.0
- 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 | 2015-07-14T15:52:34-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742332623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMSTRONG VAUGHAN & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 941 WEST BYRD BLVD STE 101 | AddressLine1 |
| City | UNIVERSAL CITY | City |
| State | TX | State |
| ZIP Code | 78148 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742823746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEKINAH LEARNING INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEK | BusinessNameControlTxt |
| Phone | 2106590329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 WOMAN HOLLERING ROAD | AddressLine1 |
| City | SCHERTZ | City |
| State | TX | State |
| ZIP Code | 78154 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID LEE | PersonNm |
| Person Title | INTERIM SUPERINTENDENT | PersonTitleTxt |
| Phone | 2106590329 | PhoneNum |
| Signature | 2015-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L VAUGHAN | PreparerPersonNm |
| PTIN | P00557425 | PTIN |
| Phone | 2106586229 | PhoneNum |
| Preparation | 2015-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RADIANCE ACADEMY&SHEKINAH RADIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHERYL WASHINGTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 WOMAN HOLLERING ROAD | AddressLine1 |
| City | SCHERTZ | City |
| State | TX | State |
| ZIP Code | 78154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,183,371 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEKINAH-EDU.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SHEKINAH LEARNING INSTITUTE IS TO PROVIDE EDUCATIONAL SERVICES TO STUDENTS IN GRADES PRE-K THROUGH 12 THROUGH THE OPERATION OF OPEN-ENROLLMENT PUBLIC CHARTER SCHOOLS UNDER THE GUIDELINES OF THE TEXAS EDUCATION AGENCY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 276 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,894,748 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,997,935 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,058 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,713 | CYProgramServiceRevenueAmt |
| PY Investment Income | $968 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,030 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,792 | PYOtherRevenueAmt |
| CY Other Revenue | $143,693 | CYOtherRevenueAmt |
| PY Total Revenue | $13,009,566 | PYTotalRevenueAmt |
| CY Total Revenue | $12,183,371 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,148,833 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,039,107 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,053,523 | PYOtherExpensesAmt |
| CY Other Expenses | $6,481,795 | CYOtherExpensesAmt |
| PY Total Expenses | $14,202,356 | PYTotalExpensesAmt |
| CY Total Expenses | $12,520,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,192,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$337,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,602,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,903,520 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,764,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,403,475 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,837,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,500,045 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SHEKINAH LEARNING INSTITUTE IS TO PROVIDE EDUCATIONAL SERVICES TO STUDENTS IN GRADES PRE-K THROUGH 12 THROUGH THE OPERATION OF OPEN-ENROLLMENT PUBLIC CHARTER SCHOOLS UNDER THE GUIDELINES OF THE TEXAS EDUCATION AGENCY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,371,857 | ExpenseAmt |
| Revenue | $184,406 | RevenueAmt |
| Desc | MORE SPECIFIC TO LINE 1 ABOVE, THE PROGRAM SERVES TO EMPOWER EACH STUDENT TO MAXIMIZE THEIR POTENTIAL BY DEVELOPING TALENT, ACHIEVING ACADEMIC EXCELLENCE, AND MODELING MORAL AND ETHICAL BEHAVIOR TO BECOME A VALUABLE ASSET AND CONTRIBUTING CITIZEN TO SOCIETY. IN THIS FISCAL YEAR, NEARLY 1,334 STUDENTS BENEFITED FROM THE PROGRAM AT 9 OPEN-ENROLLMENT PUBLIC CHARTER SCHOOL CAMPUSES LOCATED IN SAN ANTONIO, UNIVERSAL CITY, DALLAS AREA, WEST COLUMBIA, DEL RIO, SCHERTZ AND HOUSTON. | Desc |
| Total Program Service Expenses | $11,371,857 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | 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 | Yes (true) | 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 | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 276 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID LEE | PersonNm |
| Phone | 2106590329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 WOMAN HOLLERING ROAD | AddressLine1 |
| City | SCHERTZ | City |
| State | TX | State |
| ZIP Code | 78154 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR HELEN THOMPSON | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES SCOTT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| A D'WAYNE JERNIGAN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERYL WASHINGTON | |||||||
| CEO | 40.00 | Yes (X) | $252,498 | $0 | $25,228 | ||
| MARGARET ECKHOFF | |||||||
| BUSINESS OFF | 40.00 | $109,134 | $0 | $12,780 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $361,632 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $38,008 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $11,997,935 | GovernmentGrantsAmt |
| Total Contributions | $11,997,935 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| FOOD SERVICE - RADIANCE | $22,452 | $22,452 |
| FOOD SERVICE -SHEKINAH | $18,261 | $18,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,713 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,030 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,023 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,023 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,023 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,023 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $86,670 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,670 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,183,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,766 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,726 | TotalAmt |
| Management And General | $277,726 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,164,716 | TotalAmt |
| Program Services | $4,807,042 | ProgramServicesAmt |
| Management And General | $357,674 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,066 | TotalAmt |
| Program Services | $99,661 | ProgramServicesAmt |
| Management And General | $3,405 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,576 | TotalAmt |
| Program Services | $182,342 | ProgramServicesAmt |
| Management And General | $96,234 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,023 | TotalAmt |
| Program Services | $198,555 | ProgramServicesAmt |
| Management And General | $16,468 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,546 | TotalAmt |
| Management And General | $122,546 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,385 | TotalAmt |
| Management And General | $45,385 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,021,183 | TotalAmt |
| Program Services | $1,971,102 | ProgramServicesAmt |
| Management And General | $50,081 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,787 | TotalAmt |
| Program Services | $336,168 | ProgramServicesAmt |
| Management And General | $18,619 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500,703 | TotalAmt |
| Program Services | $2,480,872 | ProgramServicesAmt |
| Management And General | $19,831 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,151 | TotalAmt |
| Program Services | $51,115 | ProgramServicesAmt |
| Management And General | $17,036 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,301 | TotalAmt |
| Program Services | $496,301 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,622 | TotalAmt |
| Program Services | $542,738 | ProgramServicesAmt |
| Management And General | $3,884 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,824 | TotalAmt |
| Program Services | $16,950 | ProgramServicesAmt |
| Management And General | $64,874 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS OPERATING | $194,321 | $139,039 | $55,282 |
| TEXTBOOKS | $31,985 | $31,985 | |
| FOOD | $17,987 | $17,987 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,520,902 | TotalAmt |
| Program Services | $11,371,857 | ProgramServicesAmt |
| Management And General | $1,149,045 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,154,061 | BOYAmt |
| EOY | $760,542 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,878 | BOYAmt |
| EOY | $737,544 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,162 | BOYAmt |
| EOY | $9,162 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,575 | BOYAmt |
| EOY | $320,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,692,559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,622,471 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,547,513 | BOYAmt |
| EOY | $14,070,088 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,336 | BOYAmt |
| EOY | $5,336 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,602,525 | BOYAmt |
| EOY | $15,903,520 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,055 | BOYAmt |
| EOY | $599,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,010 | BOYAmt |
| EOY | $2,486 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,372,884 | BOYAmt |
| EOY | $10,801,559 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,764,949 | BOYAmt |
| EOY | $11,403,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,513 | BOYAmt |
| EOY | $939,723 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,566,063 | BOYAmt |
| EOY | $3,560,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,837,576 | BOYAmt |
| EOY | $4,500,045 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,602,525 | BOYAmt |
| EOY | $15,903,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$337,531 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,064,361 | OtherCostOrOtherBasisAmt |
| Book Value | $2,064,361 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,129,682 | OtherCostOrOtherBasisAmt |
| Depreciation | $765,977 | DepreciationAmt |
| Book Value | $11,363,705 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,498,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $856,494 | DepreciationAmt |
| Book Value | $642,022 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,070,088 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $12,183,371 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $12,183,371 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $12,183,371 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,520,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $12,520,902 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $12,520,902 | TotalExpensesPerForm990Amt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | THE SCHOOL FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY WITHIN IRS GUIDELINES BY CURRENTLY ENROLLING A MAJORITY OF STUDENTS FROM RACIAL MINORITY GROUPS. FOR THE THREE HIGH SCHOOL CAMPUSES AS REQUIRED BY THEIR CAREER AND TECHNOLOGY AND EDUCATION PROGRAMS, THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED ANNUALLY DURING THE REGISTRATION PERIOD THROUGH LOCAL NEWSPAPERS. IN PUBLICATIONS TO ADVERTISE FOR ENROLLMENT, SUCH AS MAGAZINES AND POSTCARDS, HAVING A RACIALLY NONDISCRIMINATORY POLICY IS USUALLY INCLUDED. |
| SCHEDULE E, LINE 6 | THE INSTITUTE DOES RECEIVE FINANCIAL AID FROM GOVERNMENTAL AGENCIES THROUGH THE TEXAS EDUCATION AGENCY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CAMPUS INITIATI | NameOfEvent1Amt |
| Gross Receipts Event1 | $86,670 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $86,670 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $86,670 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $86,670 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $86,670 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL WASHINGTON | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $252,498 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $16,224 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $9,004 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $277,726 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENC. CHERYL WASHINGTON MAINTAINS AN OFFICE IN HER HOME FOR WHICH THE ORGANIZATION ONLY PAYS FOR THE TELEPHONE AND FAX LINES. EXPENSES SUCH AS PAPER, PRINTER CARTRIDGES, ETC. ARE PAID DIRECTLY BY THE ORGANIZATION, NOT REIMBURSED. NO OTHER EXPENSES ARE PAID SUCH AS UTILITIES. |
| SCHEDULE J, PAGE 1, PART I, LINE 1B | THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY THAT ADDRESSES THE REIMBURSEMENT OF EXPENSES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF SHEKINAH LEARNING INSTITUTE IS TO PROVIDE EDUCATIONAL SERVICES TO STUDENTS IN GRADES PRE-K THROUGH 12 THROUGH THE OPERATION OF OPEN-ENROLLMENT PUBLIC CHARTER SCHOOLS UNDER THE GUIDELINES OF THE TEXAS EDUCATION AGENCY. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION IS STRUCTURED TO HAVE MEMBERS WHO ELECT ANNUALLY THE BOARD OF DIRECTORS. SINCE INCEPTION TO DATE, THE ORGANIZATION HAS HAD A SINGLE MEMBER AND THE SAME PERSON AS THE SINGLE MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS FILLS VACANCIES TO SERVE UNTIL THE UNEXPIRED TERM, THAT IS, UNTIL THE NEXT ANNUAL MEETING OF THE MEMBER(S). HISTORICALLY, THE BOARD HAS "APPROVED" BY VOTE THE MEMBER'S ELECTION OF DIRECTORS AND THE MEMBER HAS APPROVED THE DIRECTOR(S) THAT WERE ELECTED BY THE BOARD TO FILL VACANCIES IN THE INTERIM. IN PRACTICE, THE BOARD HAS IN EFFECT ELECTED ITS DIRECTORS. THE BOARD, NOT THE MEMBER(S), DETERMINES THE NUMBER OF DIRECTORS, BUT NOT LESS THAN THREE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE CURRENT BOARD MEMBERS PRIOR TO FILING. THEY ARE NOT ASKED TO REVIEW THE 990, ONLY TO ACKNOWLEDGE RECEIPT. RELEVANT MEMBERS OF THE ENTITY'S MANAGEMENT REVIEW THE 990 BEFORE SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE INSTITUTE OPERATES TWO CHARTER SCHOOL DISTRICTS. THE CEO OF THE INSTITUTE SERVES AS SUPERINTENDENT OF BOTH DISTRICTS. HER COMPENSATION WAS REVIEWED BY THE INSTITUTE'S DIRECTORS, WHO ARE INDEPENDENT OF THE SUPERINTENDENT, AND APPROVED BY THEM IN DELIBERATION AND A VOTE IN WHICH THE SUPERINTENDENT IS NOT PRESENT OR PARTICIPATES. SALARIES OF SUPERINTENDENTS OF PUBLIC SCHOOLS (INCLUDING CHARTER SCHOOLS) AND EXECUTIVE DIRECTORS OF SIMILAR NON-PROFIT ORGANIZATIONS ARE CONSIDERED. THE DELIBERATION AND VOTE IS NOTED IN THE MINUTES OF THE DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE CHARTER SCHOOL PROVIDES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES 1,506,938 26,541 0 MISC. CONTRACTED SERVICES 104 12,197 0 EDUCATION SERVICE CENTER SERV 18,541 3,148 0 CONTRACTED MAINTENANCE REPAIR 445,519 8,195 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY EDUCATIONAL FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 WOMAN HOLLERING ROAD | AddressLine1 |
| City | SCHERTZ | City |
| State | TX | State |
| ZIP Code | 78154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204348700 | EIN |
| Primary Activities | SCHOLARSHI | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | 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 |
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