SARASOTA MILITARY ACADEMY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SARASOTA MILITARY ACADEMY INC (EIN 65-1149763)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-06
IRS object ID
202630969349301103
Schema version
2024v5.2
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)
Return2026-04-06T08:48:34-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650344872PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pellegrino McFarland & Tortora PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12805 Fruitville Rd Ste 215AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34237ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651149763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARASOTA MILITARY ACADEMY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone9419261700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NORTH ORANGE AVENUEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR THOMAS J MCELHENYPersonNm
Person TitleChairmanPersonTitleTxt
Signature2026-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas V Pellegrino JrPreparerPersonNm
PTINP00191926PTIN
Phone9413651172PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NORTH ORANGE AVENUEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,449,547GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SARASOTAMILITARYACADEMY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or Missionsarasota military academy is a high school for grades 9-12 and a middle school for grades 6-8. it is a not-for-profit organization that provides classes meeting the florida state instructional curriculum requirements for a high school. all high school students are required to enroll in jrotc classes and wear the u.s. army uniform. in addition to offering all state-mandated courses, classes in fencing, ham radio, show chorus, band and choir are also available. exceptional educational classes are offered as appropriate. participation in extracurricular activities is expected and includes teams in drill and raiders. we are also a member of the florida high school athletics association and have activities in golf, baseball, soccer, basketball, volleyball, cross country, track and wrestling. we are an army cadet command 'honor unit with distinction', and fully accredited with the southern association of colleges and schools/advanced. all middle school students are required to participate inActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee166TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$362,241PYContributionsGrantsAmt
CY Contributions Grants$224,195CYContributionsGrantsAmt
PY Program Service Revenue$13,785,058PYProgramServiceRevenueAmt
CY Program Service Revenue$13,127,017CYProgramServiceRevenueAmt
PY Investment Income$32,824PYInvestmentIncomeAmt
CY Investment Income$36,336CYInvestmentIncomeAmt
PY Other Revenue$52,396PYOtherRevenueAmt
CY Other Revenue$61,999CYOtherRevenueAmt
PY Total Revenue$14,232,519PYTotalRevenueAmt
CY Total Revenue$13,449,547CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,422,306PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,637,612CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,365,903PYOtherExpensesAmt
CY Other Expenses$4,423,282CYOtherExpensesAmt
PY Total Expenses$13,788,209PYTotalExpensesAmt
CY Total Expenses$13,060,894CYTotalExpensesAmt
PY Revenues Less Expenses$444,310PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$388,653CYRevenuesLessExpensesAmt
Total Assets BOY$20,872,944TotalAssetsBOYAmt
Total Assets EOY$20,846,969TotalAssetsEOYAmt
Total Liabilities BOY$20,601,792TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,895,954TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$271,152NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,951,015NetAssetsOrFundBalancesEOYAmt
MissionWITHIN A CULTURE WHERE EVERY CADET IS HIGHLY VALUED, SARASOTA MILITARY ACADEMY IS COMMITTED TO: (1) PREPARING STUDENTS FOR COLLEGE, CAREERS, AND CITIZENSHIP; (2) DEVELOPING TOMORROW'S LEADERS; AND (3) CULTIVATING CHARACTER BASED UPON THE STEADFAST VALUES OF HONOR, INTEGRITY, AND RESPECT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,584,458ExpenseAmt
Revenue$13,163,407RevenueAmt
DescTHE SARASOTA MILITARY ACADEMY (SMA) OFFERS A VAST ARRAY OF EXCITING, HIGH INTEREST, AND IN-DEPTH COURSE OFFERINGS (MAJORS). ALL COURSES ARE DESIGNED TO MEET AND EXCEED DISTRICT AND SUNSHINE STATE STANDARDS AND TO LAUNCH STUDENTS ON A PATH TO FUTURE SUCCESS. OUR GRADUATES ARE WELL PREPARED FOR COLLEGE, MILITARY SERVICE, OR THEIR CHOSEN CAREER FIELD. WE ARE PROUD TO OUTLINE THE "MAJOR OPPORTUNITIES" OFFERED TO SMA CADETS.SMALL CLASS SIZES, INDIVIDUALIZED INSTRUCTION, STRUCTURE, DISCIPLINE, STRINGENTLY ENFORCED DRESS CODES, AND RESPECT IN THE CLASSROOM HELP TO ENSURE A UNIQUE, HIGH QUALITY INSTRUCTIONAL PROGRAM. WE HAVE NO ENTRANCE REQUIREMENTS, BUT WE DO HAVE HIGH EXPECTATIONS FOR OUR CADETSBOTH ACADEMICALLY AND BEHAVIORALLY. ADDITIONAL INFORMATION MAY BE FOUND ON OUR WEBSITE AT: SARASOTAMILITARYACADEMY.ORG.RECIPIENT OF THE UNITED STATES ARMY'S HIGHEST AWARD "HONOR UNIT WITH DISTINCTION". FULLY ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS/ADVANCED. DRUG TESTING AND CRIMINAL HISTORY BACKGROUND CHECKS OF EVERY EMPLOYEE. A RECOGNIZED COMMUNITY LEADER FOR INVOLVEMENT IN VETERANS AND MEMORIAL DAY PARADES, CIVIC EVENTS, BLOOD BANK CONTRIBUTIONS, LETTERS TO TROOPS, WREATHS ACROSS AMERICA AND TOYS FOR TOTS. FAMILY ORIENTED WITH CONCERN FOR THE SUCCESS OF EACH CADET.JROTC ADVANCED SKILLS DEVELOPMENT AND LEADERSHIP - FOR STUDENTS WHO ARE SERIOUS ABOUT JOINING THE MILITARY AND/OR GOING TO ONE OF THE SERVICE ACADEMIES, STAFF TRAINING IS AVAILABLE. SINCE SMA IS A COLLEGE AND CAREER PREPARATORY SCHOOL, MOST OF OUR STUDENTS (85%) GO ON TO COLLEGERATHER THAN THE MILITARY WITH A 95% GRADUATION RATE. PLEASE BE AWARE THAT ALTHOUGH WE ARE A MILITARY ACADEMY, AND EVERYONE TAKES JROTC, THE FOCUS IN THE PROGRAM IS ON DEVELOPING LEADERSHIP QUALITIES VIA THE JROTC PROGRAM WITH THE END GOAL BEING TO HELP OUR STUDENTS BECOME BETTER CITIZENS, LEADERS, AND TEAM PLAYERS IN THEIR CHOSEN PATH IN LIFE.SMA PREP PARTICIPATED IN THE VETERAN'S AND MEMORIAL DAY PARADES, WREATHS ACROSS AMERICA AND TOYS FOR TOTS. SMA PREP JOINED THE FLORIDA SUN COAST LEAGUE (FSCL) AND IS COMPETING WITH OTHER MEMBERS IN MANY SPORTS.Desc
Total Program Service Expenses$8,584,458TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee166EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSAVANNAH KALKAPersonNm
Phone9419261700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NORTH ORANGE AVENUEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
MS CHRISTINA BOWMAN
HEAD OF SCHOOL50.000.00$175,752$0$23,180
MR STEPHEN KOK
DIRECTOR OF FINANCE50.000.00$151,817$0$29,823
MR TOM VARA
HEAD OF SCHOOL PREP50.000.00$131,223$0$16,443
MS CHERYL KORWIN
HEAD OF SCHOOL PREP50.000.00$94,910$0$22,345
DR THOMAS J MCELHENY
Chairman4.000.00$0$0$0Yes (X)Yes (X)
MS ERICA GREGORY
VICE CHAIR2.000.00$0$0$0Yes (X)Yes (X)
MR PETER SKOKOS ESQ
Treasurer2.000.00$0$0$0Yes (X)Yes (X)
COL BEN KNISELY
Secretary4.000.00$0$0$0Yes (X)Yes (X)
MR BRENT BOGART
Director1.000.00$0$0$0Yes (X)
MS HEATHER KOESTER
Director1.000.00$0$0$0Yes (X)
MS CARLOS MOREIRA
Director2.000.00$0$0$0Yes (X)
MR JERRY NEFF
Director2.000.00$0$0$0Yes (X)
MS MICHAEL TOLLERTON
Director2.000.00$0$0$0Yes (X)
MR RON SKIPPER
Director2.000.00$0$0$0Yes (X)
MR SCOTT LEMPE
Director1.000.00$0$0$0Yes (X)
MR RICHARD SWOOPE
Director2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$553,702TotalReportableCompFromOrgAmt
Total Other Compensation$91,791TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ENTECH
5276 SUMMERLIN COMMONS WAY 701FORT MYERSFL33907INFORMATION TECHNOLOGY$532,624
CITY WIDE FACILITY SOLUTIONS
8950 9TH STREET NORTH STE 103ST PETERSBURGFL33702MAINTENANCE SERVICE$267,643
SARASOTA COUNTY SHERIFFS OFFICE
6010 CATTLERIDGE RDSARASOTAFL34232SECURITY$202,012
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$9,144FundraisingAmt
All Other Contributions$215,051AllOtherContributionsAmt
Total Contributions$224,195TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSCHOOL REVENUEDesc
Business611600BusinessCd
Total Revenue Column$13,127,017TotalRevenueColumnAmt
Related Or Exempt Func Income$13,127,017RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$13,127,017TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,336TotalRevenueColumnAmt
Exclusion$36,336ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$5,613FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$9,144ContriRptFundraisingEventAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,613TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
ADVANCE PLACEMENT611600$36,390$36,390
CREDIT CARD REBATE611600$19,996$19,996
FieldValueIRS element (for citing)
Other Revenue Total$56,386OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,449,547TotalRevenueColumnAmt
Related Or Exempt Func Income$13,163,407RelatedOrExemptFuncIncomeAmt
Exclusion$56,332ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$645,493TotalAmt
Management And General$645,493ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,921,295TotalAmt
Program Services$5,257,434ProgramServicesAmt
Management And General$663,861ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$761,400TotalAmt
Program Services$673,781ProgramServicesAmt
Management And General$87,619ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$826,292TotalAmt
Program Services$696,703ProgramServicesAmt
Management And General$129,589ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$483,132TotalAmt
Program Services$391,120ProgramServicesAmt
Management And General$92,012ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,577TotalAmt
Management And General$6,577ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$66,321TotalAmt
Management And General$66,321ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,160,764TotalAmt
Program Services$184,960ProgramServicesAmt
Management And General$975,804ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$114,812TotalAmt
Program Services$97,648ProgramServicesAmt
Management And General$17,164ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$295,876TotalAmt
Program Services$69,409ProgramServicesAmt
Management And General$226,467ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$247,618TotalAmt
Management And General$247,618ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,444TotalAmt
Management And General$1,444ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$332,197TotalAmt
Program Services$336,134ProgramServicesAmt
Management And General-$3,937ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$845,602TotalAmt
Program Services$450,447ProgramServicesAmt
Management And General$395,155ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$486,119TotalAmt
Management And General$486,119ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SPORTS AND RECREATION$207,467$207,467
TEXTBOOKS, SUPPLIES & MATERIAL$186,806$50,464$136,342
REPAIRS AND MAINTENANCE$180,008$52,409$127,599
TAXES, DUES AND FEES$84,187$14,195$69,992

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$207,484TotalAmt
Program Services$102,287ProgramServicesAmt
Management And General$105,197ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,060,894TotalAmt
Program Services$8,584,458ProgramServicesAmt
Management And General$4,476,436ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,904,261BOYAmt
EOY$1,844,612EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$237,768BOYAmt
EOY$266,802EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$56,763BOYAmt
EOY$14,759EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,250BOYAmt
EOY$448,212EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$27,846,294LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,701,175LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,431,182BOYAmt
EOY$18,145,119EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$236,720BOYAmt
EOY$127,465EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,872,944BOYAmt
EOY$20,846,969EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$583,806BOYAmt
EOY$900,541EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,409,024BOYAmt
EOY$8,796,652EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,608,962BOYAmt
EOY$198,761EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,601,792BOYAmt
EOY$9,895,954EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$187,204BOYAmt
EOY$10,879,821EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$83,948BOYAmt
EOY$71,194EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$271,152BOYAmt
EOY$10,951,015EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,872,944BOYAmt
EOY$20,846,969EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$388,653ReconcilationRevenueExpnssAmt
Prior Period Adjustments$10,349,598PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$58,388OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,398,300OtherCostOrOtherBasisAmt
Book Value$8,398,300BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,595,452OtherCostOrOtherBasisAmt
Depreciation$5,657,950DepreciationAmt
Book Value$8,937,502BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,852,542OtherCostOrOtherBasisAmt
Depreciation$4,043,225DepreciationAmt
Book Value$809,317BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,145,119TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
COMPENSATED ABSENCES$18,307
FUNDS HELD FOR BENEFIT OF OTHERS$29,186
INTEREST RATE SWAP CONTRACT$8,782
LEASE LIABILITIES$142,486
FieldValueIRS element (for citing)
Total Liability$198,761TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,391,161TotalRevEtcAuditedFinclStmtAmt
Other Revenue-$58,386OtherRevenueAmt
Revenue Not Reported-$58,386RevenueNotReportedAmt
Revenue Subtotal$13,449,547RevenueSubtotalAmt
Total Revenue Per Form990$13,449,547TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,208,767TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$147,873OtherExpensesIncludedAmt
Expenses Not Reported$147,873ExpensesNotReportedAmt
Expenses Subtotal$13,060,894ExpensesSubtotalAmt
Total Expenses Per Form990$13,060,894TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X : FIN48 FootnoteTHE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUECODE SECTION 501(C)(3). THE SCHOOL'S STATUS AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY IS CONSIDERED A TAX POSITION SUBJECT TO REPORTING REQUREMENTS UNDER FASB ACCOUNTING STANDARDS CODIFICATION 740-10. ENTITIES ARE REQUIRED TO EXAMINE ALL TAX POSITIONS AND DETERMINE IF IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SCHOOL HAS NOT RECORDED ANY ACCRUALS FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2025.
Part XII, Line 2d: Other expenses and losses per audited F/SPENSION EXPENSE PER GASB 68 $147873 $0

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedPublished in all materials and media available to the staff, faculty, cadets and general public.
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race
Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental AgencyFEFP FUNDS RECEIVED MONTHLY

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
MR STEPHEN KOK
DIRECTOR OF FINANCE$143,218$6,406$2,193$19,776$10,047$181,640
MS CHRISTINA BOWMAN
HEAD OF SCHOOL$165,356$7,396$3,000$22,489$691$198,932

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SARASOTA COUNTY FL
A5960008482012-07-18$5,565,000REFINANCE CAPITAL BONDSfalsefalsefalse
SARASOTA COUNTY FL
B5960008482016-03-25$8,554,540PURCHASE OF LANDfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmt
A$192,000$5,565,000$751$110,0002012falsefalseYes (true)Yes (true)
B$396,729$7,604,540$174,027falsefalseYes (true)Yes (true)$7,424,549$950,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalsefalsefalsefalse
Bfalsefalsefalsefalsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AYes (true)falsefalsefalseYes (true)
BYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bTHE 990 IS REVIEWED AND APPROVED AT A BOARD MEETING.
Form 990, Part VI, Section B, Line 12cON AN ANNUAL BASIS OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THESE CONFLICTS ARE MONITORED AND REVIEWED BY THE CEO.
Form 990, Part VI, Section B, Line 15bTHE BOARD HAS HISTORICALLY DETERMINED FAIR MARKET PAY FOR KEY EMPLOYEES AND WILL CONTINUE TO DO SO IF SIGNIFICANT CHANGES ARE NECESSARY.
Form 990, Part VI, Section C, Line 19MEETINGS OF THE BOARD ARE POSTED ON THE SCHOOL'S WEBSITE, MARQUEE, MAIN OFFICES AND MESSAGED TO ALL FAMILIES. DURING THE MEETING, COPIES OF THE PREVIOUS MEETING MINUTES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VISITORS TO VIEW. THEY ARE ALSO AVAILABLE ON REQUEST OR ONLINE ON THE SCHOOL'S WEBSITE.
Form 990, Part XI, Line 9CHANGE IN INTEREST RATE SWAP AGREEMENT = -$58388
Form 990, Part XII, Line 2cTHERE WERE NO CHANGES TO THE ENTITY'S AUDIT OVERSIGHT PROCESS DURING THE TAX YEAR.
FORM 990, PART I, LINE 6 VOLUNTEERSASSIST IN SERVING LUNCH, CHAPERONE EVENTS, ADMINISTRATION, MENTOR CHILDREN, ORGANIZE SOCIAL EVENTS, TRANSPORTATION, NURSES OFFICE, AND ATHLETIC COACHES.

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