Civic Intelligence

Pivot Education Inc.

990 • Fiscal year 2016 • EIN 27-1680083

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
2675 Winkler Ave 200Fort Myers, FL 33901

(239) 243-8266

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.28x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.09x

Higher debt load relative to revenue than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

3rd percentile

-34%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,393,911

Down $734,057 (-34%) from 2015

Net Assets

Down

$1,003,598

Down $843,247 (-46%) from 2015

Liabilities

Up

$390,313

Up $109,190 (+39%) from 2015

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin13th percentile

Revenue

Down

$4,111,812

Down $1,224,354 (-23%) from 2015

Expenses

Down

$5,159,699

Down $468,984 (-8.3%) from 2015

Net Income

Down

-$1,047,887

Down $755,370 (-258%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2014: $4,134,351Liabilities 2014: $1,630,399Net Assets 2014: $2,503,9522014Assets 2015: $2,127,968Liabilities 2015: $281,123Net Assets 2015: $1,846,8452015Assets 2016: $1,393,911Liabilities 2016: $390,313Net Assets 2016: $1,003,5982016Assets 2017: $840,617Liabilities 2017: $1,202,619Net Assets 2017: -$362,0022017Assets 2018: $409,501Liabilities 2018: $1,305,176Net Assets 2018: -$895,6752018Assets 2019: $184,553Liabilities 2019: $1,029,219Net Assets 2019: -$844,6662019Assets 2020: $193,300Liabilities 2020: $264,733Net Assets 2020: -$71,4332020Assets 2021: $325,369Liabilities 2021: $274,162Net Assets 2021: $51,2072021Assets 2022: $1,632,460Liabilities 2022: $1,500,696Net Assets 2022: $131,7642022Assets 2023: $1,486,350Liabilities 2023: $1,343,651Net Assets 2023: $142,6992023Assets 2024: $1,156,257Liabilities 2024: $1,121,717Net Assets 2024: $34,5402024

Highlighted filing

2016

Assets$1,393,911
Liabilities$390,313
Net Assets$1,003,598
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2014: $7,995,176Expenses 2014: $5,040,972Net Income 2014: $2,954,2042014Revenue 2015: $5,336,166Expenses 2015: $5,628,683Net Income 2015: -$292,5172015Revenue 2016: $4,111,812Expenses 2016: $5,159,699Net Income 2016: -$1,047,8872016Revenue 2017: $3,853,225Expenses 2017: $5,037,373Net Income 2017: -$1,184,1482017Revenue 2018: $1,867,449Expenses 2018: $2,401,122Net Income 2018: -$533,6732018Revenue 2019: $2,068,661Expenses 2019: $2,017,652Net Income 2019: $51,0092019Revenue 2020: $1,821,811Expenses 2020: $1,488,088Net Income 2020: $333,7232020Revenue 2021: $1,758,615Expenses 2021: $1,636,454Net Income 2021: $122,1612021Revenue 2022: $1,905,098Expenses 2022: $1,824,541Net Income 2022: $80,5572022Revenue 2023: $2,225,683Expenses 2023: $2,214,748Net Income 2023: $10,9352023Revenue 2024: $1,948,476Expenses 2024: $2,056,635Net Income 2024: -$108,1592024

Highlighted filing

2016

Revenue$4,111,812
Expenses$5,159,699
Net Income-$1,047,887
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v3.0
Gross Receipts
$4,111,812
Mission and Program Overview

Mission

To operate public charter schools in the state of florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,846,845$1,003,598▼ $843,247
Land, Buildings, and Equipment, Net$1,729,438$992,387▼ $737,051
Cash and Non-Interest-Bearing Accounts$300,042$245,929▼ $54,113
Prepaid Expenses and Deferred Charges$81,812$122,081▲ $40,269
Accounts Receivable$8,250$33,514▲ $25,264
Pledges and Grants Receivable$8,426--
Total Assets$2,127,968$1,393,911▼ $734,057
Liabilities
Accounts Payable and Accrued Expenses$281,123$336,295▲ $55,172
Other Liabilities-$54,018-
Total Liabilities$281,123$390,313▲ $109,190
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,846,845$1,003,598▼ $843,247
Total Liabilities and Net Assets / Fund Balance$2,127,968$1,393,911▼ $734,057

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$727,562$1,019,522$1,747,084
Leasehold Improvements$264,825$1,278,349$1,543,174
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Bill KnottDirector
David YarboroughDirector
Don DixonDirector
James GuelzowDirector
Virginia StacyDirector
Chris CardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,096,723
Investment Income
$0
Other Revenue
$15,089
Change in Net Assets
$-1,047,887

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,111,812
Total Revenue per Audited Statements
$4,111,812
Total Revenue per Form 990
$4,111,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,195,469
Salaries, Compensation, and Employee Benefits$1,964,230
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,750,044$76,588-$1,826,632
Occupancy$708,237$177,059-$885,296
Depreciation Depletion$589,640$147,410-$737,050
Fees for Services Management$184,828--$184,828
Insurance$176,196$7,996-$184,192
Fees for Services Other$142,556$26,730-$169,286
Payroll Taxes$121,691$15,907-$137,598
Office Expenses$35,560$4,963-$40,523
All Other Expenses$24,975$4,708-$29,683
Fees for Services Accounting$22,735$6,700-$29,435
Other Expenses$21,422$4,866-$26,288
Travel$11,086$2,222-$13,308
Total Functional Expenses$4,590,651$569,048$0$5,159,699

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,159,699
Total Expenses per Audited Statements$5,159,699
Total Expenses per Form 990$5,159,699
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Lutheran Services Florida, in$54,018
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by an independent cpa firm and a draft is provided to the finance committee for review. The final form 990 is provided to the board for approval.”

Form 990, Page 6, Part VI, Line 12C

“At each board meeting, the agenda is notated to remind board members to recuse from voting on any item that may be a conflict of interest.”

Form 990, Page 6, Part VI, Line 15B

“The principal is paid in accordance with the school district's pay scale.”

Form 990, Page 6, Part VI, Line 18

“Documents available upon request.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Pivot Education Inc
EIN
27-1680083
Phone
2392438266
Address
2675 WINKLER AVE 200, FORT MYERS, FL 33901

Signing Officer

Name
Chris Card
Title
Treasurer
Phone
2392438266
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Card
Formed
2011
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Grennan Fender Mccrady Hess Poparad Llp
Address
1000 LEGION PL STE 701, ORLANDO, FL 32801-1063
Preparer
Stacy Mccrady
Phone
4078964931
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The school qualifies as a tax-exempt organization under internal revenue code section 501(c)(3), and is therefore, exempt from income taxes. Accordingly, no tax provisions has been made in the accompanying financial statements. Additionally, no uncertain tax positions have been made requiring disclosure in the related notes to the financial statements. The school's income tax position for the tax year 2014, 2013 and 2012 are subject to examination by tax authorities, and may change upon examination.”

Raw XML AppendixShowing 400 of 430 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0281123
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0336295
IRS990/AccountsReceivableGrp/BOYAmt08250
IRS990/AccountsReceivableGrp/EOYAmt033514
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE PUBLIC CHARTER SCHOOLS IN THE STATE OF FLORIDA.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04708
IRS990/AllOtherExpensesGrp/ProgramServicesAmt024975
IRS990/AllOtherExpensesGrp/TotalAmt029683
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LUTHERAN SERVICE FLORIDA INC
IRS990/BooksInCareOfDetail/PhoneNum08136769480
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03627 A W WATERS AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033614
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0300042
IRS990/CashNonInterestBearingGrp/EOYAmt0245929
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03195469
IRS990/CYOtherRevenueAmt015089
IRS990/CYProgramServiceRevenueAmt04096723
IRS990/CYRevenuesLessExpensesAmt0-1047887
IRS990/CYSalariesCompEmpBnftPaidAmt01964230
IRS990/CYTotalExpensesAmt05159699
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04111812
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0147410
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0589640
IRS990/DepreciationDepletionGrp/TotalAmt0737050
IRS990/Desc0TO UTILIZE AN ONLINE CURRICULUM IN A SITE-BASED LEARNING CENTER ENVIRONMENT THAT ALLOWS STUDENTS TO WORK AT THEIR OWN PACE, RECEIVE IMMEDIATE TUTORING, PARTICIPATE IN SMALL GROUP INSTRUCTION, BE INVOLVED IN SCHOOL-WIDE ACTIVITIES, AND RECEIVE INDIVIDUALIZED SUPPORT FROM SITE-BASED AND ONLINE FLORIDA CERTIFIED TEACHERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04590651
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06700
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt022735
IRS990/FeesForServicesAccountingGrp/TotalAmt029435
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0184828
IRS990/FeesForServicesManagementGrp/TotalAmt0184828
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt026730
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0142556
IRS990/FeesForServicesOtherGrp/TotalAmt0169286
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS CARD
IRS990/Form990PartVIISectionAGrp/PersonNm1VIRGINIA STACY
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL KNOTT
IRS990/Form990PartVIISectionAGrp/PersonNm3DON DIXON
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID YARBOROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES GUELZOW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04111812
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07996
IRS990/InsuranceGrp/ProgramServicesAmt0176196
IRS990/InsuranceGrp/TotalAmt0184192
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02297871
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01729438
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0992387
IRS990/LandBldgEquipCostOrOtherBssAmt03290258
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE PUBLIC CHARTER SCHOOLS IN THE STATE OF FLORIDA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01846845
IRS990/NetAssetsOrFundBalancesEOYAmt01003598
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0177059
IRS990/OccupancyGrp/ProgramServicesAmt0708237
IRS990/OccupancyGrp/TotalAmt0885296
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04963
IRS990/OfficeExpensesGrp/ProgramServicesAmt035560
IRS990/OfficeExpensesGrp/TotalAmt040523
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FISCAL SERVICES
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2CIRRICULUM
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt093899
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14866
IRS990/OtherExpensesGrp/ProgramServicesAmt0375594
IRS990/OtherExpensesGrp/ProgramServicesAmt1230667
IRS990/OtherExpensesGrp/ProgramServicesAmt2195420
IRS990/OtherExpensesGrp/ProgramServicesAmt321422
IRS990/OtherExpensesGrp/TotalAmt0469493
IRS990/OtherExpensesGrp/TotalAmt1230667
IRS990/OtherExpensesGrp/TotalAmt2195420
IRS990/OtherExpensesGrp/TotalAmt326288
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/EOYAmt054018
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015089
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015089
IRS990/OtherRevenueTotalAmt015089
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076588
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01750044
IRS990/OtherSalariesAndWagesGrp/TotalAmt01826632
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015907
IRS990/PayrollTaxesGrp/ProgramServicesAmt0121691
IRS990/PayrollTaxesGrp/TotalAmt0137598
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08426
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt081812
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0122081
IRS990/PrincipalOfficerNm0CHRIS CARD
IRS990/PriorPeriodAdjustmentsAmt0204640
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0FEFP FUNDING
IRS990/ProgramServiceRevenueGrp/Desc1CAPITAL OUTLAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03972485
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1124238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03972485
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124238
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01275000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt05628683
IRS990/PYOtherRevenueAmt020180
IRS990/PYProgramServiceRevenueAmt04040986
IRS990/PYRevenuesLessExpensesAmt0-292517
IRS990/PYTotalExpensesAmt05628683
IRS990/PYTotalRevenueAmt05336166
IRS990/ReconcilationRevenueExpnssAmt0-1047887
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04111812
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01846845
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01003598
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0727562
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01019522
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01747084
IRS990ScheduleD/ExpensesSubtotalAmt05159699
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0264825
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01278349
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01543174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO LUTHERAN SERVICES FLORIDA, IN
IRS990ScheduleD/RevenueSubtotalAmt04111812
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS THEREFORE, EXEMPT FROM INCOME TAXES. ACCORDINGLY, NO TAX PROVISIONS HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ADDITIONALLY, NO UNCERTAIN TAX POSITIONS HAVE BEEN MADE REQUIRING DISCLOSURE IN THE RELATED NOTES TO THE FINANCIAL STATEMENTS. THE SCHOOL'S INCOME TAX POSITION FOR THE TAX YEAR 2014, 2013 AND 2012 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0992387
IRS990ScheduleD/TotalExpensesPerForm990Amt05159699
IRS990ScheduleD/TotalLiabilityAmt054018
IRS990ScheduleD/TotalRevenuePerForm990Amt04111812
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04111812
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05159699
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS POSTED ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1REVENUES ARE RECEIVED FROM THE FLORIDA DEPARTMENT OF EDUCATION UNDER THE FLORIDA EDUCATION FINANCE PROGRAM. THE AMOUNT RECEIVED IS BASED ON THE NUMBER OF WEIGHTED FULL TIME EQUIVALENT STUDENTS REPORTED BY THE SCHOOL DURING THE SURVEY PERIOD. THIS AMOUNT IS INCLUDED IN PROGRAM SERVICE REVENUE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINAL FORM 990 IS PROVIDED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD MEETING, THE AGENDA IS NOTATED TO REMIND BOARD MEMBERS TO RECUSE FROM VOTING ON ANY ITEM THAT MAY BE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRINCIPAL IS PAID IN ACCORDANCE WITH THE SCHOOL DISTRICT'S PAY SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTHERAN SERVICES FLORIDA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LEE COUNTY SCHOOL BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2HILLSBOROUGH COUNTY SCHOOL BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3BROWARD COUNTY SCHOOL BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592198911
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NONPROFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt06
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt26
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03627 W WATERS AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12855 COLONIAL BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2901 E KENNEDY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3600 SE 3RD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TAMPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FT MYERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2TAMPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3FT LAUDERDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033614
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133966
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd233602
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd333301
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt054018
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LUTHERAN SERVICES FLORIDA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02127968
IRS990/TotalAssetsEOYAmt01393911
IRS990/TotalAssetsGrp/BOYAmt02127968
IRS990/TotalAssetsGrp/EOYAmt01393911
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0569048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04590651
IRS990/TotalFunctionalExpensesGrp/TotalAmt05159699
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0281123
IRS990/TotalLiabilitiesEOYAmt0390313
IRS990/TotalLiabilitiesGrp/BOYAmt0281123
IRS990/TotalLiabilitiesGrp/EOYAmt0390313
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01846845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01003598
IRS990/TotalProgramServiceExpensesAmt04590651
IRS990/TotalProgramServiceRevenueAmt04096723
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04111812
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04111812
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02127968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01393911
IRS990/TravelGrp/ManagementAndGeneralAmt02222
IRS990/TravelGrp/ProgramServicesAmt011086
IRS990/TravelGrp/TotalAmt013308
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02675 WINKLER AVENUE SUITE 200
IRS990/USAddress/CityNm0FT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033901
IRS990/VotingMembersGoverningBodyCnt06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,393,911
Liabilities
$390,313
Net assets
$1,003,598
Revenue
$4,111,812
Expenses
$5,159,699
Net income
-$1,047,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$1.12$0.03$1.95$2.06$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$1.34$0.14$2.23$2.21$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.50$0.13$1.91$1.82$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.27$0.05$1.76$1.64$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.26$0.07$1.82$1.49$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$1.03$0.84$2.07$2.02$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$1.31$0.90$1.87$2.40$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$1.20$0.36$3.85$5.04$1.18
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.39$1.00$4.11$5.16$1.05
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.28$1.85$5.34$5.63$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.13$1.63$2.50$8.00$5.04$2.95