2026-05-15T09:56:36-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990 2024-07-01 813848043 WEST LAKE EDUCATION FOUNDATION INC WEST 9542023500 8834 WESTMORELAND LAKE DRIVE CORNELIUS NC 28031 TIM HOLDER PRESIDENT 9542023500 2026-05-07 1 1 TYLER JOHNSON P01959117 9547710896 2026-05-07 2024 2025-03-06 01:10:19Z TIM HOLDER 8834 WESTMORELAND LAKE DRIVE CORNELIUS NC 28031 5918318 0 X WWW.WLAKEPREP.ORG X 2016 NC WEST LAKE EDUCATION FOUNDATION IS A NORTH CAROLINA NOT-FOR-PROFIT ENTITY ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES. THE FOUNDATION IS COMPRISED OF RESPECTED LEADERS IN THE STATE OF NORTH CAROLINA THAT ARE COMMITTED TO PROVIDING HIGH QUALITY EDUCATIONAL OPTIONS FOR THE STUDENTS AND FAMILIES OF NORTH CAROLINA. 5 5 65 31 0 0 5403875 5495924 250066 324899 9928 13466 532848 84029 6196717 5918318 0 0 0 0 2152794 2228652 0 0 0 4747537 4093488 6900331 6322140 -703614 -403822 19295944 19056902 21284534 21449314 -1988590 -2392412 X WEST LAKE EDUCATION FOUNDATION IS A NORTH CAROLINA NOT-FOR-PROFIT ENTITY ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES. THE FOUNDATION IS COMPRISED OF RESPECTED LEADERS IN THE STATE OF NORTH CAROLINA THAT ARE COMMITTED TO PROVIDING HIGH QUALITY EDUCATIONAL OPTIONS FOR THE STUDENTS AND FAMILIES OF NORTH CAROLINA. 0 0 2924462 324899 WEST LAKE PREPARATORY ACADEMY: IS A TUITION-FREE PUBLIC CHARTER SCHOOL THAT EDUCATES STUDENTS IN GRADES KINDERGARTEN THROUGH EIGHTH IN LINCOLN COUNTY, NORTH CAROLINA. 2924462 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 NC X CHARTER SCHOOLS USA INC 9542023500 800 CORPORATE DRIVE SUITE 700 FORT LAUDERDALE FL 33334 X TIM HOLDER PRESIDENT 5.00 X X 0 0 0 PRESTON CURTIS SECRETARY 5.00 X X 0 0 0 JEFF PARIANO DIRECTOR 2.00 X 0 0 0 TROY PERRY DIRECTOR 2.00 X 0 0 0 MICHELLE SCHMERGE DIRECTOR 2.00 X 0 0 0 JAMES P MONTAGUE PRINCIPAL 40.00 X 104353 0 8407 104353 0 8407 1 0 0 0 RED APPLE SERVICES LLC 800 CORPORATE DRIVE SUITE 124 FORT LAUDERDALE FL 33334 DEBT/RENT 1284961 CHARTER SCHOOLS USA 800 CORPORATE DRIVE SUITE 700 FORT LAUDERDALE FL 33334 SCHOOL MANAGEMENT 1161564 TRANSPORT CARE SERVICES LLC 121 EXECUTIVE CENTER DRIVE SUITE 11 COLUMBIA SC 29210 CONTRACT STUDENT TRANSPORTATION 325855 A'VIANDS LLC PO BOX 743357 ATLANTA GA 303743357 FOOD SERVICE 282362 KERR CONNECT LLC PO BOX 4071 GREENSBORO NC 27404 STUDENT SERVICES-OT/PT/SPEECH 148255 7 4522919 973005 5495924 FOOD SERVICES 611600 246152 246152 BEFORE AND AFTERCARE 611600 78747 78747 324899 13466 13466 INSURANCE SETTLEMENT 611600 8145 8145 75884 75884 84029 5918318 324899 0 97495 107868 77173 30695 1739931 1244812 495119 7379 5511 1868 229098 163906 65192 144376 103292 41084 13885 13885 12000 12000 512107 500677 11430 93682 93682 163255 163255 194108 194108 35202 35202 1237 1237 1573263 1573263 688234 688234 64235 64235 STUDENT TRANSPORTATION 324155 324155 FOOD SERVICES 241709 241709 REGULAR CURRICULAR 43295 43295 SCHOOL SUPPLIES & MATER 34133 18929 15204 98988 6895 92093 6322140 2924462 3397678 0 31690 504650 0 104486 153919 118787 582177 384027 142500 198150 18967835 18130829 19295944 19056902 1187338 1404621 20097196 20044693 21284534 21449314 X -686170 -670096 -1302420 -1722316 0 0 -1988590 -2392412 19295944 19056902 -403822 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6888 4133 2755 378743 316813 61930 196546 63081 133465 198150 RIGHT TO USE LEASED ASSETS 18025162 DUE FROM GOVERNMENTS 77318 DEPOSITS 28349 18130829 CAPITAL LEASE PAYABLE 19945628 DUE TO MANAGEMENT COMPANY 82873 COMPENSATED ABSENCES 16192 20044693 5918318 0 5918318 0 5918318 6322140 0 6322140 0 6322140 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL ORGANIZED UNDER NORTH CAROLINA STATUTES. ALL NONDISCRIMINATORY INFORMATION IS AVAILABLE THROUGH VARIOUS PUBLIC ANNOUCEMENTS AND PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES COMPENSATION FOR SERVICES IN THE FORM OF AWARDS, GRANTS AND OTHER SUBSIDIES FROM FEDERAL, STATE AND LOCAL GOVERNMENTS, WHICH ALSO INCLUDES FUNDING FOR STUDENT ENROLLMENT. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION CONTRACTED WITH A CHARTER SCHOOL MANAGEMENT COMPANY TO BE ACCOUNTABLE TO THE BOARD FOR THE ADMINISTRATION, OPERATION, AND PERFORMANCE OF THE CHARTER SCHOOL IN ACCORDANCE WITH THE CHARTER AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS BY THE FOUNDATION'S INDEPENDENT ACCOUNTING FIRM. IT WAS REVIEWED AND APPROVED BY THE GOVERNING BOARD PRIOR TO GOVERNMENT SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH THE STANDARDS AND PROVISIONS SET FORTH BY THE NORTH CAROLINA STATE BOARD OF EDUCATION. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A PRINCIPAL'S COMPENSATION IS BASED ON SCHOOL BOARD STANDARDS AND IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE MANAGEMENT COMPANY.