WESTLAKE ACADEMY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTLAKE ACADEMY FOUNDATION (EIN 20-0033926)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202601349349307715
- Schema version
- 2024v5.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:35:08-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200033926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTLAKE ACADEMY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8174905722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 JT OTTINGER ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN SHOPE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8174905722 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRERNA JAGADA | PreparerPersonNm |
| PTIN | P01063809 | PTIN |
| Phone | 9724901970 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR SHELLY MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 JT OTTINGER ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,232,483 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.WESTLAKEACADEMY.ORG/WAF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO PROVIDE STUDENTS WITH AN INTERNATIONALLY-MINDED EDUCATION OF THE HIGHEST QUALITY, SO THEY ARE WELL-BALANCED AND RESPECTFUL LIFE-LONG LEARNERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,307,920 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,876,188 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $140,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $257,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,034 | PYOtherRevenueAmt |
| CY Other Revenue | -$68,335 | CYOtherRevenueAmt |
| PY Total Revenue | $1,452,100 | PYTotalRevenueAmt |
| CY Total Revenue | $2,065,723 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,474,608 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,511,032 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $91,831 | PYOtherExpensesAmt |
| CY Other Expenses | $149,575 | CYOtherExpensesAmt |
| PY Total Expenses | $1,566,439 | PYTotalExpensesAmt |
| CY Total Expenses | $1,660,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$114,339 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $405,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,178,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,626,067 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,813 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,144,348 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,594,254 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO PROVIDE STUDENTS WITH AN INTERNATIONALLY-MINDED EDUCATION OF THE HIGHEST QUALITY, SO THEY ARE WELL-BALANCED AND RESPECTFUL LIFE-LONG LEARNERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,254,489 | ExpenseAmt |
| Grant | $1,254,489 | GrantAmt |
| Desc | BLACKSMITH ANNUAL FUND DONATIONS HELP FILL THE FUNDING GAP IN WESTLAKE ACADEMY'S ANNUAL OPERATING BUDGET. 100% OF DONATIONS RECEIVED THROUGH THE BLACKSMITH ANNUAL FUND CAMPAIGN ARE TRANSFERRED DIRECTLY TO THE ACADEMY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $132,365 | ExpenseAmt |
| Grant | $132,365 | GrantAmt |
| Desc | PROVIDE "ABOVE AND BEYOND" SUPPORT FOR ACTIVITIES AND INITIATIVES OF ACADEMY OUTSIDE OF THE ANNUAL BUDGET. GRANTS HAVE FUNDED NEW CURRICULUM PROGRAMS, CLASSROOM PROJECTS, NEW EQUIPMENT, SMARTBOARDS AND PROFESSIONAL DEVELOPMENT/TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,178 | ExpenseAmt |
| Grant | $124,178 | GrantAmt |
| Desc | INITIATIVE TO SUPPORT THE ACADEMY'S TEACHER RETENTION EFFORTS: FACULTY AND STAFF RECEIVE $1,100 IN GIFT CARDS TO PURCHASE CLASSROOM AND WORKSTATION RESOURCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,511,032 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SHELLY MYERS | PersonNm |
| Phone | 8174905722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 JT OTTINGER ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SHELLY MYERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $137,207 | $19,715 | |
| MARSHA AILEY | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| SHARAN SANKARANARAYANAN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| PATTY PINSONNAULT | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| HEATHER KILGORE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROB FITZGERALD | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRI DESLONGCHAMPS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL COLBY | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MEGHAN DORR | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR AHU PRIMEAUX | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SEAN SHOPE | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $137,207 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,715 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $288,424 | FundraisingAmt |
| All Other Contributions | $1,587,764 | AllOtherContributionsAmt |
| Noncash Contributions | $67,712 | NoncashContributionsAmt |
| Total Contributions | $1,876,188 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,053 | TotalRevenueColumnAmt |
| Exclusion | $103,053 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $227,682 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,865 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,817 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,817 | TotalRevenueColumnAmt |
| Exclusion | $154,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $288,424 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $93,895 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,335 | TotalRevenueColumnAmt |
| Exclusion | -$68,335 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,065,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $189,535 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,032 | TotalAmt |
| Program Services | $1,511,032 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,173 | TotalAmt |
| Management And General | $30,173 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,420 | TotalAmt |
| Management And General | $21,420 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,351 | TotalAmt |
| Management And General | $39,351 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,962 | TotalAmt |
| Management And General | $25,962 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723 | TotalAmt |
| Management And General | $1,723 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,423 | TotalAmt |
| Management And General | $5,423 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213 | TotalAmt |
| Management And General | $213 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| CREDIT CARD/ BANK FEES | $20,248 | $20,248 |
| DUES & SUBSCRIPTIONS | $3,363 | $3,363 |
| MISCELLANEOUS EXPENSES | $1,408 | $1,408 |
| DONOR GIFTS | $255 | $255 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36 | TotalAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660,607 | TotalAmt |
| Program Services | $1,511,032 | ProgramServicesAmt |
| Management And General | $149,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,993 | BOYAmt |
| EOY | $787,217 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,550,253 | BOYAmt |
| EOY | $2,838,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,178,246 | BOYAmt |
| EOY | $3,626,067 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,518 | BOYAmt |
| EOY | $31,813 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,898 | BOYAmt |
| EOY | $31,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,823,105 | BOYAmt |
| EOY | $2,776,516 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,243 | BOYAmt |
| EOY | $817,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,144,348 | BOYAmt |
| EOY | $3,594,254 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,178,246 | BOYAmt |
| EOY | $3,626,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $405,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $60,916 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$16,125 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,431,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,873,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,307,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,876,188 | CurrentTaxYearAmt |
| Total | $8,839,767 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,431,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,873,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,307,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,876,188 | CurrentTaxYearAmt |
| Total | $8,839,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $458,573 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,381,194 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,053 | CurrentTaxYearAmt |
| Total | $427,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,266,843 | TotalSupportAmt |
| Public Support CY170 | 0.90440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE PRIOR TAX YEAR WAS A SHORT YEAR DUE TO THE CHANGE OF ACCOUNTING PERIOD FROM A FISCAL YEAR ENDED AUGUST 31 TO A FISCAL YEAR ENDED JUNE 30. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,562,870 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $299,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,996 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,420 | AdministrativeExpensesAmt |
| End Year Balance | $2,825,318 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,310,008 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $277,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,445 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $14,495 | AdministrativeExpensesAmt |
| End Year Balance | $2,562,870 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,153,037 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $187,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,875 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,256 | AdministrativeExpensesAmt |
| End Year Balance | $2,310,008 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,499,994 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$321,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,735 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,875 | AdministrativeExpensesAmt |
| End Year Balance | $2,153,037 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,021,775 | BeginningYearBalanceAmt |
| Contributions | $64,634 | ContributionsAmt |
| Investment Earnings Or Losses | $437,962 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,490 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,887 | AdministrativeExpensesAmt |
| End Year Balance | $2,499,994 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84788 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10369 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04843 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $1,695,300 | F |
| FIXED INCOME | $1,143,550 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,838,850 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,220,534 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $60,916 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $93,895 | OtherRevenueAmt |
| Revenue Not Reported | $154,811 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,065,723 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,065,723 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,770,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $110,020 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $110,020 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,660,607 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,660,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | GENERAL WAF ENDOWMENT (UNRESTRICTED) IS AVAILABLE TO RESPOND TO EMERGENCIES OR OPPORTUNITIES IN ANY GIVEN SCHOOL YEAR. GINGY QUINN FUND IS RESTRICTED TO SUPPORTING INNOVATIVE PROGRAMS, NEW CLASSROOM TECHNOLOGIES, AND NEW TEACHER RESOURCES. JOE BRADLEY FUND IS RESTRICTED TO PROVIDING STUDENT TRAVEL AWARDS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT CONDUCT UNRELATED BUSINESS ACTIVITIES. THEREFORE, THE FOUNDATION HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025, THAT WOULD BE SUBJECT TO THE RECOGNITION PROVISION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. GENERALLY, THE THREE PRIOR YEARS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 93,895. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 93,895. ABATED IRS PENALTY 16,125. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALLERY NIGHT | Event1Nm |
| Gross Receipts Event1 | $313,984 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $288,424 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,560 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,125 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,871 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $51,499 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $313,984 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $288,424 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,560 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,125 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,871 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $51,499 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $93,895 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$68,335 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual With Books | DR SHELLY MYERS | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 JT OTTINGER ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTLAKE ACADEMY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 JT OTTINGER ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | CHARTER SCHOOL | IRCSectionDesc |
| Cash Grant | $1,311,671 | CashGrantAmt |
| Non Cash Assistance | $199,361 | NonCashAssistanceAmt |
| Valuation Method Used | PURCHASE PRICE | ValuationMethodUsedDesc |
| Non Cash Assistance | STEM EQUIPMENT, SUPPLIES, CLASSROOM FURNITURE, FOOD, CLOTHING, & GIFT CARDS | NonCashAssistanceDesc |
| Purpose Of Grant | SEE PART IV | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART II | FormAndLineReferenceDesc |
| Explanation | TO SUPPORT THE OPERATING BUDGET FOR THE WESTLAKE ACADEMY (BAF), SUPPORT FOR ACTIVITIES AND INITIATIVES OF THE ACADEMY OUTSIDE OF THE ANNUAL BUDGET, AND FACULTY AND STAFF RECEIVE $1,100 IN GIFT CARDS TO PURCHASE CLASSROOM AND WORKSTATION RESOURCES. SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FOR ADDITIONAL DETAILS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLY MYERS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $137,207 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $13,257 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $6,458 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $156,922 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67,712 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD TREASURER PRIOR TO BEING FILED. EACH BOARD MEMBER HAS THE OPPORTUNITY TO SEE THE 990 PRIOR TO FILING BY REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12 | OFFICERS, DIRECTORS, AND KEY EMPLOYEES WERE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND DID, BUT THERE IS NO FORMAL WRITTEN POLICY. INTERNAL MANAGEMENT IS WORKING ON A FORMAL POLICY FOR FY25/26. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAINTAINS A COPY OF ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AND EACH IS AVAILABLE FOR REVIEW UPON REQUEST ALONG WITH THE PUBLIC AVAILABILITY OF THE ANNUAL AUDIT REPORT. |
| FORM 990, PART XI, LINE 9: | ABATED IRS PENALTY -16,125. |
| PART XII, LINE 2C EXPLANATION | THERE WAS NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| TOWN OF WESTLAKE | |||||||||
| 2600 JT OTTINGER ROAD | WESTLAKE | TX | 75262 | 752449357 | MUNICIPALITY | TX | N/A | 0 | |
| WESTLAKE ACADEMY | |||||||||
| 2600 JT OTTINGER ROAD | WESTLAKE | TX | 75262 | CHARTER SCHOOL | TX | 0 | TOWN OF WESTLAKE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WESTLAKE ACADEMY | ||
| B | $1,511,032 | CASH |
| WESTLAKE ACADEMY | ||
| O | $0 | CASH |