2014-11-17T10:53:13-06:00 2014-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2013-07-01 455379712 SOUTHWEST LOUISIANA CHARTER ACADEMY FOUNDATION INC SOUT 3374757910 1700 E MCNEESE STREET LAKE CHARLES LA 70607 ULYSSES GENE THIBODEAUX JD PRESIDENT 3374339403 2014-11-18 1 WILLIAM G BENSON P00455500 9547710896 2013 2015-11-30 17:44:51Z X ULYSSES GENE THIBODEAUX 3910 MARIE COURT LAKE CHARLES LA 70607 7032590 0 X WWW.SWLOUISIANACHARTER.ORG/ X 2012 LA THE FOUNDATION OWNS AND OPERATES SOUTHWEST LOUISIANA CHARTER ACADEMY IN THE LOUISIANA PARISH OF CALCASIEU. THE SCHOOL WILL PROVIDE STUDENTS, FROM KINDERGARTEN THROUGH EIGHTH (K-8) GRADE, WITH THE NECESSARY TOOLS AND SKILLS NEEDED TO DEVELOP SUPERIOR LEVELS OF ACHIEVEMENT. THE SCHOOL CURRENTLY SERVES STUDENTS FROM KINDERGARTEN THROUGH SEVENTH (K-7) GRADE. 7 7 0 0 0 0 5519950 6939171 57970 53338 0 890 27919 39191 5605839 7032590 0 0 0 0 2310660 3266190 0 0 0 2699212 3659090 5009872 6925280 595967 107310 1594507 21003080 998540 20299803 595967 703277 PROVIDING A POWERFUL PLATFORM OF CHANGE IN CALCASIEU PARISH AND SURROUNDING AREAS BY OFFERING A FULL KINDERGARTEN THROUGH TWELFTH (K-12) GRADE SYSTEM WHERE ALL CHILDREN CAN REALIZE THEIR PERSONAL AND ACADEMIC POTENTIAL. 0 0 5300996 92529 INSTRUCTIONAL SERVICES: PROVIDE EDUCATION TO STUDENTS THROUGH AN ENVIRONMENT THAT INTEGRATES A RESEARCH-BASED CURRICULUM, AND A CULTURE OF SUCCESS AND CONCENTRATION ON ACADEMIC RIGOR. 5300996 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 LA X X CHARTER SCHOOLS USA INC 9542023500 800 CORPORATE DRIVE SUITE 124 FORT LAUDERDALE FL 33334 X JUDGE ULYSSES GENE THIBODEAUX PRESIDENT 10.00 X X 0 0 0 CHARLES A HONORE VICE-PRESIDENT 3.00 X X 0 0 0 CLYDE W MITCHELL SECRETARY-TREASURER 3.00 X X 0 0 0 ANEETA AFZAL MD TRUSTEE 3.00 X 0 0 0 PATRICIA KELTY TRUSTEE 3.00 X 0 0 0 ANDREW RANIER JD TRUSTEE 3.00 X 0 0 0 MARK BONIOL TRUSTEE 3.00 X 0 0 0 0 0 0 0 0 0 0 CHARTER SCHOOLS USA INC 800 CORPORATE DRIVE STE 124 FORT LAUDERDALE FL 33334 SCHOOL MANAGEMENT SERVICES 1170268 PREFERRED MEAL SYSTEMS 5240 ST CHARLES ROAD BERKELEY IL 60163 FOOD SERVICES 230809 THE LEMOINE COMPANY LLC 214 JEFFERSON STREET STE 200 LAFAYETTE LA 70501 SCHOOL CONSTRUCTION SERVICES 160760 MCGRAW-HILL SCHOOL EDUCATION LLC 2 PENN PLAZA NEW YORK NY 10121 SCHOOL SUPPLIES 143227 CDW CORPORATION 200 N MILWAUKEE AVE VERNON HILLS IL 32254 SCHOOL EQUIPMENT AND SUPPLIES 112309 5 490984 6448187 6939171 BEFORE AND AFTERCARE F 611710 38108 38108 STUDENT LUNCHES 611710 15230 15230 53338 890 890 MISCELLANEOUS REVENUES 900099 39191 39191 39191 7032590 92529 0 890 2848746 2720264 128482 7541 7541 169746 155497 14249 240157 231346 8811 1067293 1067293 18106 18106 164504 122765 41739 37635 12936 24699 801332 801332 29201 771 28430 3062 3062 222673 222673 20571 3940 16631 STUDENT TRANSPORTATION 285487 285487 FOOD COSTS 281247 281247 PROGRAM SUPPLIES 247907 247907 REPAIRS AND MAINTENANCE 241610 241610 238462 188353 50109 6925280 5300996 1624284 0 872908 1132809 129816 78034 40592 38058 9723351 379979 501887 9343372 49304 10410807 1594507 21003080 515227 917942 17299298 483313 2082563 998540 20299803 X 595967 703277 595967 703277 1594507 21003080 107310 0 X X 0 1 X 1 0 X 1232554 1232554 5119 256 4863 886902 379723 507179 7598776 7598776 9343372 DUE FROM MANAGEMENT COMPANY 41651 OTHER RECEIVABLES 32629 DEPOSITS 30502 RESTRICTED CASH EQUIVALENTS 9795731 UNAMORTIZED BOND ISSUANCE COSTS AND UNDERWRITERS' DISCOUNT 510294 10410807 DUE TO RELATED PARTY 405436 CONTRACTS PAYABLE 1677127 2082563 7016706 0 7016706 15884 15884 7032590 6909396 0 6909396 15884 15884 6925280 PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATION FEES PAID TO THE CALCASIEU PARISH SCHOOL BOARD 15,884. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATION FEES PAID TO THE CALCASIEU PARISH SCHOOL BOARD 15,884. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS A PUBLIC CHARTER SCHOOL ORGANIZED UNDER LOUISIANA STATUTES. ALL NONDISCRIMINATORY POLICY INFORMATION IS AVAILABLE THROUGH VARIOUS SOURCES, INCLUDING PUBLIC ANNOUNCEMENTS, PUBLICATIONS AND ON THEIR WEBSITE. SCHEDULE E, PART I, LINE 6 THE FOUNDATION RECEIVED COMPENSATION FOR SERVICE IN THE FORM OF VARIOUS AWARDS, GRANTS AND OTHER SUBSIDIES FROM FEDERAL, STATE AND LOCAL GOVERMENTS. A THE LOUISIANA PUBLIC FACILITIES AUTHORITY 720895871 2013-12-27 17480000 PROVIDE FUNDS FOR ACQUISITION, CONSTRUCTION AND EQUIPPING OF CHARTER SCHOOL 0 0 0 A 17480000 1594678 1548032 518943 2043 0 0 0 0 A 0 0 0 1 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS HIRED A PROFESSIONAL CHARTER SCHOOL MANAGEMENT COMPANY TO OVERSEE THE DAY TO DAY OPERATIONS OF ALL SCHOOLS OWNED BY THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS SUBMITTED TO THE MANAGEMENT COMPANY AND THE BOARD OF DIRECTORS FOR REVIEW. AMOUNTS REFLECTED ON FORM 990 ARE RECONCILED TO THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND APPROVED PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH THE STANDARDS AND PROVISIONS SET FORTH BY THE CALCASIEU PARISH SCHOOL DISTRICT. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 990 IS AVAILABLE UPON REQUEST TO THE MANAGEMENT COMPANY. THE FORM 990 CAN ALSO BE FOUND ON WWW.GUIDESTAR.COM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE MANAGEMENT COMPANY. FORM 990, PART XI, LINE 2C THE FOUNDATION'S GOVERNING BOARD SELECTS THEIR AUDITOR IN COMPLIANCE WITH THE LOUISIANA STATUES WHICH REQUIRE CERTAIN CRITERIA TO BE FOLLOWED IN THEIR REQUEST FOR PROPOSAL PROCESS.