VOLUSIA CHARTER SCHOOL OF EXCELLENCE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
VOLUSIA CHARTER SCHOOL OF EXCELLENCE INC (EIN 30-0600042)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-12
IRS object ID
201303169349304145
Schema version
2012v2.0
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

FieldValueIRS element (for citing)
Timestamp2013-11-12T11:01:05-08:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT WALKER CPA PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1709 W AZEELE STAddressLine1
CityTAMPACity
StateFLState
ZIP Code33606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300600042EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1VOLUSIA CHARTER SCHOOL OF EXCELLENCE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlVOLUNameControl
Phone3862283900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1565 S LAKEVIEW DRAddressLine1
CityLAKE HELENCity
StateFLState
ZIP Code32744ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDR DONALD TRAVISName
TitleCHAIRMANTitle
Phone3862283900Phone
Date Signed2013-10-22DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT WALKER CPAName
Phone8136248643Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDR DONALD TRAVISNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1565 S LAKEVIEW DRIVEAddressLine1
CityLAKE HELENCity
StateFLState
ZIP Code32744ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2279403GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2011YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTO OPERATE A PUBLIC CHARTER IN VOLUSIA COUNTY, FLORIDA.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees43TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year275000ContributionsGrantsPriorYear
Contributions Grants Current Year125000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1622295ProgramServiceRevenuePriorYear
Program Service Revenue CY1903366ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year182877OtherRevenuePriorYear
Other Revenue Current Year251037OtherRevenueCurrentYear
Total Revenue Prior Year2080172TotalRevenuePriorYear
Total Revenue Current Year2279403TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1944714OtherExpensePriorYear
Other Expenses Current Year2205607OtherExpensesCurrentYear
Total Expenses Prior Year1944714TotalExpensesPriorYear
Total Expenses Current Year2205607TotalExpensesCurrentYear
Revenues Less Expenses Prior Year135458RevenuesLessExpensesPriorYear
Revenues Less Expenses CY73796RevenuesLessExpensesCY
Total Assets BOY146140TotalAssetsBOY
Total Assets EOY263144TotalAssetsEOY
Total Liabilities BOY41420TotalLiabilitiesBOY
Total Liabilities EOY84628TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY104720NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY178516NetAssetsOrFundBalancesEOY
Mission DescriptionTO OPERATE A PUBLIC CHARTERMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1943739Expense
Revenue2279403Revenue
DescriptionA CHARTER SCHOOL FOCUSING ON HIGH LEVEL ACADEMICS INFUSED WITH A CONCENTRATION ON THE ARTS. TO FOSTER INTELLIGENCE, INDIVIDUALITY, AND ARTISTRY FOR A LIFETIME.Description
Total Program Service Expense1943739TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees43NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonCAROL A KELLEYNamePerson
Telephone Number3862283900TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1565 S LAKEVIEW DRIVE UNIT 110AddressLine1
CityLAKE HELENCity
StateFLState
ZIP Code32744ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
DR DONALD TRAVIS
CHAIRMAN2.00X
CRYSTAL ROMANYSZYN
MEMBER1.00X
JACOB BRUSH
MEMBER1.00X
KENNETH PFEIFAUF
MEMBER1.00X
DAWN MERICLE
MEMBER1.00X
CAROL KELLEY
PRINCIPAL40.00XX
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Government Grants125000GovernmentGrants
Total Contributions125000TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionFTE-PER STUDENT FUNDINGDescription
Business Code900099BusinessCode
Total Revenue Column1903366TotalRevenueColumn
FieldValueIRS element (for citing)
Total Program Service Revenue1903366TotalProgramServiceRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER MISC. REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column251037TotalRevenueColumn
Related Or Exempt Function Income251037RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue251037TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2279403TotalRevenueColumn
Related Or Exempt Function Income2154403RelatedOrExemptFunctionIncome

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total36965Total
Program Services36965ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
INSTRUCTION1159724115972400
INSTRUCTIONAL MEDIA0000
BOARD OF DIRECTORS764400764400
DISTRICT ADMIN FEE698160698160

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total862662Total
Program Services747050ProgramServices
Management And General115612ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2205607Total
Program Services1943739ProgramServices
Management And General261868ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7465BOY
EOY81746EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4475BOY
EOY14531EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis230335LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec63468LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY134200BOY
EOY166867EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY146140BOY
EOY263144EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY41420BOY
EOY84628EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY41420BOY
EOY84628EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY134200BOY
EOY166867EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY-29480BOY
EOY11649EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY104720BOY
EOY178516EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY146140BOY
EOY263144EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses73796ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii
Public Support Total1700PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Pertcentage1700PublicSupportPertcentage170
Public Support Total5090PublicSupportTotal509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis5880InvestmentCostOrOtherBasis
Depreciation735Depreciation
Book Value5145BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis224455InvestmentCostOrOtherBasis
Depreciation62733Depreciation
Book Value161722BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings166867TotalOfBookValueLandBuildings

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierExplanationExplanation
Line 3THE NONDISCRIMINATORY POLICY IS POSTED ON ITS WEBSITE.
Line 6bRECEIVES GRANTS THROUGH THE FLORIDA DEPT OF EDUCATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11bTHE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A
DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW.
THE FINAL 990 IS PROVIDED TO THE BOARD FOR APPROVAL.
Pt VI, Line 12cAT EACH BOARD MEETING, THE AGENDA IS NOTATED TO REMIND
BOARD MEMBERS TO RECUSE FROM VOTING ON ANY ITEM THAT
MAY BE A CONFLICT OF INTEREST.
Pt VI, Line 15bTHE PRINCIPAL IS PAID IN ACCORDANCE WITH THE SCHOOL
DISTRICT'S PAY SCALE AND IS APPROVED BY THE BOARD OF.
DIRECTORS ON AN ANNUAL BASIS.
Form 990, Part IX, Line 24fSCHOOL ADMINISTRATION 170739. 85370. 85369. 0. FACILITIES ACQUISITION 284166. 284166. 0. 0. FISCAL SERVICES 60487. 30244. 30243. 0. FOOD SERVICES 29617. 29617. 0. 0. PUPIL TRANSPORTATION 70605. 70605. 0. 0. OPERATION OF PLANT 125380. 125380. 0. 0. MAINTENANCE OF PLANT 8795. 8795. 0. 0. COMMUNITY SERVICE 112873. 112873. 0. 0.

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