VOLUSIA CHARTER SCHOOL OF EXCELLENCE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
VOLUSIA CHARTER SCHOOL OF EXCELLENCE INC (EIN 30-0600042)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-02
IRS object ID
201213079349300321
Schema version
2011v1.2
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)
Timestamp2012-11-02T08:38:48-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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
TitlePRESIDENTTitle
Phone3862283900Phone
Date Signed2012-11-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT WALKER CPAName
Phone8136248643Phone
Date Prepared2012-11-02DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnXInitialReturn
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 Receipts2080172GrossReceipts
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 Employees39TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year275000ContributionsGrantsCurrentYear
Program Service Revenue CY1622295ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Current Year182877OtherRevenueCurrentYear
Total Revenue Current Year2080172TotalRevenueCurrentYear
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 Expenses Current Year1944714OtherExpensesCurrentYear
Total Expenses Current Year1944714TotalExpensesCurrentYear
Revenues Less Expenses CY135458RevenuesLessExpensesCY
Total Assets BOY1534TotalAssetsBOY
Total Assets EOY146140TotalAssetsEOY
Total Liabilities BOY32272TotalLiabilitiesBOY
Total Liabilities EOY41420TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-30738NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY104720NetAssetsOrFundBalancesEOY
Mission DescriptionTO OPERATE A PUBLIC CHARTERMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1583583Expense
Revenue2080172Revenue
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 Expense1583583TotalProgramServiceExpense
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 Employees39NumberOfEmployees
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
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
TREY PETERSON
DIRECTOR1.00X
JACOB BRUSH
DIRECTOR1.00X
CARLENE DESPARD
DIRECTOR1.00X
DAWN MERICLE
DIRECTOR1.00X
CAROL KELLEY
PRINCIPAL40.00XX
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Government Grants275000GovernmentGrants
Total Contributions275000TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumn
FTE-PER STUDENT FUNDING9000991621134
STUDENT LUNCH REV9000991161
FieldValueIRS element (for citing)
Total Program Service Revenue1622295TotalProgramServiceRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER MISC. REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column182877TotalRevenueColumn
Related Or Exempt Function Income182877RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue182877TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2080172TotalRevenueColumn
Related Or Exempt Function Income1805172RelatedOrExemptFunctionIncome

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total26503Total
Program Services26503ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
INSTRUCTION97322397322300
INSTRUCTIONAL MEDIA1953195300
BOARD OF EDUCATION969990969990
DISTRICT ADMIN FEE675770675770

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total778459Total
Program Services581904ProgramServices
Management And General196555ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1944714Total
Program Services1583583ProgramServices
Management And General361131ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1534BOY
EOY7465EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY4475EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis160703LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec26503LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
EOY134200EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1534BOY
EOY146140EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY5727BOY
EOY41420EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY26545BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY32272BOY
EOY41420EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
EOY134200EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY-30738BOY
EOY-29480EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-30738BOY
EOY104720EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1534BOY
EOY146140EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses135458ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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
Depreciation147Depreciation
Book Value5733BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis154823InvestmentCostOrOtherBasis
Depreciation26356Depreciation
Book Value128467BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings134200TotalOfBookValueLandBuildings
Total Revenue2080172TotalRevenue
Total Expenses1944714TotalExpenses
Excess Or Deficit For Year135458ExcessOrDeficitForYear
Excess Or Deficit Per FS135458ExcessOrDeficitPerFS

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 (9 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11aTHE 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 RECLUSE FROM VOTING ON ANY ITEM THAT
MAY BE A CONFLICT OF INTEREST.
Pt VI, Line 15THE PRINCIPAL IS PAID IN ACCORDANCE WITH THE SCHOOL
DISTRICT'S PAY SCALE.
Form 990, Part IX, Line 24fSCHOOL ADMINISTRATION 166882. 0. 166882. 0. FACILITIES ACQUISITION 201733. 201733. 0. 0. FISCAL SERVICES 59346. 29673. 29673. 0. FOOD SERVICES 18019. 18019. 0. 0. PUPIL TRANSPORTATION 69467. 69467. 0. 0. OPERATION OF PLANT 142207. 142207. 0. 0. MAINTENANCE OF PLANT 25670. 25670. 0. 0. COMMUNITY SERVICE 95135. 95135. 0. 0.

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