VANGUARD SCHOOL OF LAKE WALES FLORIDA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VANGUARD SCHOOL OF LAKE WALES FLORIDA INC (EIN 59-2298398)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201313189349301161
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T08:13:10-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592298398 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANGUARD SCHOOL OF LAKE WALES FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VANG | NameControl |
| Phone | 8636766091 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22000 HIGHWAY 27 | AddressLine1 |
| City | LAKE WALES | City |
| State | FL | State |
| ZIP Code | 33859 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY WOOLEY-BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 8636766091 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TORI LEHMAN | Name |
| PTIN | P00313085 | PTIN |
| Phone | 8636805600 | Phone |
| Date Prepared | 2013-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CATHY WOOLEY-BROWN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22000 HIGHWAY 27 | AddressLine1 |
| City | LAKE WALES | City |
| State | FL | State |
| ZIP Code | 33859 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5571379 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VANGUARDSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE VANGUARD SCHOOL IS TO PROVIDE AN INDIVIDUALIZED PROGRAM OF INSTRUCTION IN A NURTURING ENVIRONMENT WHICH ENABLES OUR STUDENTS TO DEVELOP TO THEIR FULLEST CAPABILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 82 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 712643 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 652454 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4039122 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4733723 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 60428 | InvestmentIncomePriorYear |
| Investment Income Current Year | 80843 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 129092 | OtherRevenuePriorYear |
| Other Revenue Current Year | 89271 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4941285 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5556291 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 572410 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 529497 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2670070 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2702000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83332 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1998978 | OtherExpensePriorYear |
| Other Expenses Current Year | 2004056 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5241458 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5235553 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -300173 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 320738 | RevenuesLessExpensesCY |
| Total Assets BOY | 11024459 | TotalAssetsBOY |
| Total Assets EOY | 11912753 | TotalAssetsEOY |
| Total Liabilities BOY | 3027574 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2995190 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7996885 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8917563 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE VANGUARD SCHOOL IS TO PROVIDE AN INDIVIDUALIZED PROGRAM OF INSTRUCTION IN A NURTURING ENVIRONMENT WHICH ENABLES OUR STUDENTS TO DEVELOP TO THEIR FULLEST CAPABILITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4136326 | Expense |
| Grants | 529497 | Grants |
| Revenue | 4733723 | Revenue |
| Description | PROVIDED PRIMARY & SECONDARY EDUCATION TO 135 STUDENTS WITH LEARNING DISABILITIES. | Description |
| Total Program Service Expense | 4136326 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 82 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA HEWITT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8636766091 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22000 HIGHWAY 27 | AddressLine1 |
| City | LAKE WALES | City |
| State | FL | State |
| ZIP Code | 33859 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LYNN BROCKELMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARTHA CARTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ARNOLD HAYNES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROYCE GODWIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HOWARD I KAY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MAX LINTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOANN MCKENNA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FREDERICK J MURPHY JR ESQUIRE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM OWEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VIOLETA SALUD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALICIA L SENTNER CPA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LYNN B SHELTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DALE SIMMONS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN A STEWART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CATHY WOOLEY-BROWN | ||||||
| PRESIDENT | 75.00 | 82500 | 0 | 180073 | X | |
| MARIA HEWITT | ||||||
| TREASURER | 40.00 | 71820 | 0 | 3366 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 154320 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 183439 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE BUILDING SERVICE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 NW 1ST AVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MAINTENANCE | DescriptionOfServices |
| Compensation | 294449 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 652454 | AllOtherContributions |
| Total Contributions | 652454 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611110 | 4481845 | 4481845 |
| SUMMER CAMP REVENUE | 611110 | 251878 | 251878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4733723 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88238 | TotalRevenueColumn |
| Exclusion | $88,238 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 17202 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 17202 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17202 | TotalRevenueColumn |
| Exclusion | $17,202 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 7395 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -7395 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7395 | TotalRevenueColumn |
| Exclusion | -$7,395 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 57975 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 7693 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50282 | TotalRevenueColumn |
| Exclusion | $50,282 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 21787 | TotalRevenueColumn |
| Exclusion | $21,787 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21787 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5556291 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4733723 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $170,114 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529497 | Total |
| Program Services | 529497 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337760 | Total |
| Program Services | 250077 | ProgramServices |
| Management And General | 77550 | ManagementAndGeneral |
| Fundraising | 10133 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1876638 | Total |
| Program Services | 1389462 | ProgramServices |
| Management And General | 430877 | ManagementAndGeneral |
| Fundraising | 56299 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52699 | Total |
| Program Services | 39018 | ProgramServices |
| Management And General | 12100 | ManagementAndGeneral |
| Fundraising | 1581 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269616 | Total |
| Program Services | 199624 | ProgramServices |
| Management And General | 61904 | ManagementAndGeneral |
| Fundraising | 8088 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165287 | Total |
| Program Services | 122378 | ProgramServices |
| Management And General | 37950 | ManagementAndGeneral |
| Fundraising | 4959 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14500 | Total |
| Management And General | 14500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91958 | Total |
| Program Services | 36946 | ProgramServices |
| Management And General | 55012 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17669 | Total |
| Management And General | 15397 | ManagementAndGeneral |
| Fundraising | 2272 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122747 | Total |
| Program Services | 58152 | ProgramServices |
| Management And General | 64595 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30245 | Total |
| Program Services | 20408 | ProgramServices |
| Management And General | 9837 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721740 | Total |
| Program Services | 630223 | ProgramServices |
| Management And General | 91517 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29958 | Total |
| Program Services | 26963 | ProgramServices |
| Management And General | 2995 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56452 | Total |
| Management And General | 56452 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297680 | Total |
| Program Services | 267912 | ProgramServices |
| Management And General | 29768 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM EXPNESES | 511528 | 511528 | |
| OTHER EXPENSES | 73822 | 18381 | 55441 |
| BAD DEBT EXPENSE | 35757 | 35757 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5235553 | Total |
| Program Services | 4136326 | ProgramServices |
| Management And General | 1015895 | ManagementAndGeneral |
| Fundraising | 83332 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442298 | BOY |
| EOY | 396849 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243994 | BOY |
| EOY | 486820 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236094 | BOY |
| EOY | 214966 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63843 | BOY |
| EOY | 85853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9224541 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4557059 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4827818 | BOY |
| EOY | 4667482 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5210412 | BOY |
| EOY | 6060783 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11024459 | BOY |
| EOY | 11912753 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1324756 | BOY |
| EOY | 1530780 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652818 | BOY |
| EOY | 414410 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050000 | BOY |
| EOY | 1050000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3027574 | BOY |
| EOY | 2995190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7862274 | BOY |
| EOY | 8688069 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134611 | BOY |
| EOY | 229494 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7996885 | BOY |
| EOY | 8917563 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11024459 | BOY |
| EOY | 11912753 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 320738 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 599940 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 102792 | OtherCostOrOtherBasis |
| Book Value | 102792 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7898204 | OtherCostOrOtherBasis |
| Depreciation | 3596618 | Depreciation |
| Book Value | 4301586 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1223545 | OtherCostOrOtherBasis |
| Depreciation | 960441 | Depreciation |
| Book Value | 263104 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4667482 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5634427 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 599940 | NetUnrealizedGainsInvestments |
| Other Revenues | 7693 | OtherRevenues |
| Revenue Not Rptd F990 | 607633 | RevenueNotRptdF990 |
| Revenue Subtotal | 5026794 | RevenueSubtotal |
| Other Revenues Not Included | 529497 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 529497 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5556291 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4713749 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7693 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7693 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4706056 | ExpensesSubtotal |
| Other Expenses Not Included | 529497 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 529497 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5235553 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON EXEMPT INCOME. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE CONDITION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). ALTHOUGH ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) PAY NO TAX ON THEIR EXEMPT FUNCTION INCOME, THEY CAN BE LIABLE FOR BUSINESS TAX ON INCOME THEY EARN FROM ACTIVITIES NOT RELATED TO THEIR EXEMPT PURPOSE. FOR THE YEAR ENDED JUNE 30, 2013, MANAGEMENT BELIEVES THE SCHOOL ENGAGED IN NO ACTIVITIES THAT WERE NOT RELATED TO THEIR EXEMPT PURPOSE. THE SCHOOL HAS ADOPTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 AS IT RELATED TO UNCERTAIN TAX POSITIONS. WHEN APPLICABLE, ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN THE SCHOOL'S FINANCIAL STATEMENTS. CURRENTLY, THE 2010 - 2012 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICES. THE SCHOOL IS NOT CURRENTLY UNDER AUDIT, NOR HAS IT BEEN CONTACTED BY THIS JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 7,693. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 529,497. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 7,693. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 529,497. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TASTE OF LAKE WALES | NameOfEvent1 |
| Gross Receipts Event1 | 57975 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 57975 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7693 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 57975 | GrossReceiptsTotal |
| Gross Revenue Total Events | 57975 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 7693 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7693 | DirectExpenseSummaryEvents |
| Net Income Summary | 50282 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 46 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 529497 | AmountOfNonCashAssistance |
| Method Of Valuation | CASH VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | SCHOLARSHIPS AWARDED TO STUDENTS (NO CASH IS GIVEN) | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIP FUNDS ARE AWARDED BASED ON THE RECOMMENDATION OF THE SCHOLARSHIP COMMITTEE. THESE AWARDS ARE THEN DIRECTLY APPLIED AGAINST THE STUDENT'S TUITION FEES. THERE IS NO CASH AWARD GIVEN DIRECTLY TO THE STUDENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CATHY WOOLEY-BROWN | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 82500 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 180073 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 262573 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING, THE 990 IS REVIEWED BY THE TREASURER AND THE BOARD CHAIRMAN; A COPY IS PROVIDED TO EACH DIRECTOR PRIOR TO ITS FILING WITH THE IRS |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS POSITIVELY AFFIRMED BY ALL BOARD MEMBERS AND EMPLOYEES ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD COMPARES SALARIES OF COMPARABLE SCHOOLS IN THE GEOGRAPHICAL AREA PROVIDING COMPARABLE SPECIALIZED EDUCATIONAL SERVICES. THE COMPENSATION PROCESS IS COMPLETED DURING THE BUDGETING PROCESS AND SALARIES ARE DETERMINED BY PERFORMANCE AND COMPARISON WITH OTHER SIMILAR SCHOOLS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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