Civic Intelligence

Lutz Preparatory School Inc.

990 • Fiscal year 2015 • EIN 32-0326529

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 23, 2015

Organization ProfileWWW.LUTZPREP.ORG
17951 N US Highway 41Lutz, FL 33549

(813) 428-7100

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.33x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.17x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$3,032,705

Up $1,767,549 (+140%) from 2013

Net Assets

Up

$2,045,230

Up $1,346,887 (+193%) from 2013

Liabilities

Up

$987,475

Up $420,662 (+74%) from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin74th percentile

Revenue

$5,796,602

No earlier filing loaded for comparison.

Expenses

Up

$4,960,141

Up $1,398,807 (+39%) from 2013

Net Income

$836,461

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2012: $624,867Liabilities 2012: $84,246Net Assets 2012: $540,6212012Assets 2013: $1,265,156Liabilities 2013: $566,813Net Assets 2013: $698,3432013Assets 2015: $3,032,705Liabilities 2015: $987,475Net Assets 2015: $2,045,2302015Assets 2016: $11,811,010Liabilities 2016: $9,248,251Net Assets 2016: $2,562,7592016Assets 2017: $11,665,193Liabilities 2017: $8,637,801Net Assets 2017: $3,027,3922017Assets 2018: $12,001,460Liabilities 2018: $8,471,493Net Assets 2018: $3,529,9672018Assets 2019: $11,994,452Liabilities 2019: $7,950,229Net Assets 2019: $4,044,2232019Assets 2022: $14,579,544Liabilities 2022: $8,123,746Net Assets 2022: $6,455,7982022

Highlighted filing

2015

Assets$3,032,705
Liabilities$987,475
Net Assets$2,045,230
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$10M$5.0M$0Expenses 2012: $1,732,2842012Expenses 2013: $3,561,3342013Revenue 2015: $5,796,602Expenses 2015: $4,960,141Net Income 2015: $836,4612015Revenue 2016: $6,603,424Expenses 2016: $6,085,895Net Income 2016: $517,5292016Revenue 2017: $6,767,722Expenses 2017: $6,303,089Net Income 2017: $464,6332017Revenue 2018: $7,069,765Expenses 2018: $6,567,190Net Income 2018: $502,5752018Revenue 2019: $7,326,453Expenses 2019: $6,812,197Net Income 2019: $514,2562019Revenue 2022: $8,228,877Expenses 2022: $7,442,254Net Income 2022: $786,6232022

Highlighted filing

2015

Revenue$5,796,602
Expenses$4,960,141
Net Income$836,461
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 23, 2015
Return Version
2014v5.0
Gross Receipts
$5,800,218
Mission and Program Overview

Mission

To operate a charter school in hillsborough county, florida and to cultivate confident leaders by providing a rigorous, high-quality curriculum in a safe, supportive environment where every student is empowered to reach their full potential

To operate a charter school in hillsborough county, florida

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$824,523$1,728,313▲ $903,790
Cash and Non-Interest-Bearing Accounts$570,913$1,266,564▲ $695,651
Land, Buildings, and Equipment, Net$965,265$780,959▼ $184,306
Pd in Cap Srpls Land Bldg Eqp Fund$384,246$316,917▼ $67,329
Prepaid Expenses and Deferred Charges$100,070$62,666▼ $37,404
Accounts Receivable$9,058$41,713▲ $32,655
Total Assets$2,321,037$3,032,705▲ $711,668
Other Assets Total$675,731$880,803▲ $205,072
Liabilities
Mortgage Notes Payable Secured by Investment Property$581,019$464,042▼ $116,977
Other Liabilities$313,891$339,749▲ $25,858
Accounts Payable and Accrued Expenses$217,358$183,684▼ $33,674
Total Liabilities$1,112,268$987,475▼ $124,793
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,208,769$2,045,230▲ $836,461
Total Liabilities and Net Assets / Fund Balance$2,321,037$3,032,705▲ $711,668

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$576,000$144,000-
Equipment$26,773$23,697-
Leasehold Improvements$178,186$151,126-
Other Assets Org$848,188--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Frank RygielChairman
Sean HarriganVice Chairman
Anu DubhashiMember
Linda CoxMember
Rania ShehataMember
Rick NarkiewiczMember
Bonnie GuertinPrincipal
Chris MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,303,543
Investment Income
$0
Other Revenue
$493,059
Change in Net Assets
$836,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,960,141
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$1,918,230$346,007$0$2,264,237
Depreciation Depletion$189,181$0$0$189,181
Interest$21,521$0$0$21,521
Other Expenses$7,906$0$0$7,906
Total Functional Expenses$4,614,134$346,007$0$4,960,141
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$135,847
Fundraising Direct Expenses$3,616
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brick Campaign$126,672$126,672-$126,672
Golf Tournament$9,175$9,175$3,616$5,559
Total Events$135,847$135,847$3,616$132,231
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Rick NarkiewiczBoard MemberContributionNo$5,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pre-prep Liabilities$293,134
Deposit Payable$46,615
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
Yes
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
Filing and Contact Details

Filer

Filer Name
Lutz Preparatory School Inc
EIN
32-0326529
Phone
8134287100
Address
17951 N US HIGHWAY 41, LUTZ, FL 33549

Signing Officer

Name
Frank Rygiel
Title
Chairman
Phone
8134287100
Signed
2015-11-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Rygiel
Formed
2009
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
110
Volunteers
10

Preparer

Firm
Robert Walker CPA PA
Address
2803 W Busch Blvd Ste 106, Tampa, FL 33618
Preparer
Robert Walker CPA
Phone
8136248643
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

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

Pt VI, Line 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.”

Pt VI, Line 15B

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

Form 990, Part IX, Line 24F

“Board 15916. 0. 15916. 0. School district admin fee 128287. 0. 128287. 0. School administration 403608. 201804. 201804. 0. Facilities acquisition & construction 405277. 405277. 0. 0. Fiscal services 26387. 26387. 0. 0. Food services 37094. 37094. 0. 0. Central services 33288. 33288. 0. 0. Operation of plant 391471. 391471. 0. 0. Maintenance of plant 50532. 50532. 0. 0. Community services 131670. 131670. 0. 0. Pre-prep expenses 640707. 640707. 0. 0.”

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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOLS PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPERS AND ITS WEBSITE NA
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1RECEIVES GRANTS THROUGH THE FLORIDA DEPT OF EDUCATION
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03616
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BRICK CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0126672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0135847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0126672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0135847
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0132231
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03616
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0RICK NARKIEWICZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt05000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONTRIBUTION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINAL 990 IS PROVIDED TO THE BOARD FOR APPROVAL
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/ExplanationTxt3BOARD 15916. 0. 15916. 0. SCHOOL DISTRICT ADMIN FEE 128287. 0. 128287. 0. SCHOOL ADMINISTRATION 403608. 201804. 201804. 0. FACILITIES ACQUISITION & CONSTRUCTION 405277. 405277. 0. 0. FISCAL SERVICES 26387. 26387. 0. 0. FOOD SERVICES 37094. 37094. 0. 0. CENTRAL SERVICES 33288. 33288. 0. 0. OPERATION OF PLANT 391471. 391471. 0. 0. MAINTENANCE OF PLANT 50532. 50532. 0. 0. COMMUNITY SERVICES 131670. 131670. 0. 0. PRE-PREP EXPENSES 640707. 640707. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0LUTZ PREPARATORY SCHOOL INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTZ PRE-PREP LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0453019174
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0848188
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PRE-SCHOOL
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0819921
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt017951 N US HIGHWAY 41
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0LUTZ
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd033548
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02321037
IRS990/TotalAssetsEOYAmt03032705
IRS990/TotalAssetsGrp/BOYAmt02321037
IRS990/TotalAssetsGrp/EOYAmt03032705
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0110
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0346007
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04614134
IRS990/TotalFunctionalExpensesGrp/TotalAmt04960141
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01112268
IRS990/TotalLiabilitiesEOYAmt0987475
IRS990/TotalLiabilitiesGrp/BOYAmt01112268
IRS990/TotalLiabilitiesGrp/EOYAmt0987475
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01208769
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02045230
IRS990/TotalProgramServiceExpensesAmt04614134
IRS990/TotalProgramServiceRevenueAmt05303543
IRS990/TotalRevenueGrp/ExclusionAmt0132231
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05664371
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05796602
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02321037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03032705
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017951 N US HIGHWAY 41
IRS990/USAddress/CityNm0LUTZ
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033548
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LUTZPREP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK RYGIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08134287100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTZ PREPARATORY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0320326529
ReturnHeader/Filer/PhoneNum08134287100
ReturnHeader/Filer/USAddress/AddressLine1Txt017951 N US HIGHWAY 41
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Walker CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02803 W Busch Blvd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033618
ReturnHeader/PreparerPersonGrp/PhoneNum08136248643
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WALKER CPA
ReturnHeader/ReturnTs02015-12-10T07:59:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,032,705
Liabilities
$987,475
Net assets
$2,045,230
Revenue
$5,796,602
Expenses
$4,960,141
Net income
$836,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$8.12$6.46$8.23$7.44$0.79
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$7.95$4.04$7.33$6.81$0.51
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$8.47$3.53$7.07$6.57$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$8.64$3.03$6.77$6.30$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$9.25$2.56$6.60$6.09$0.52
2015Detailed filing. Detailed filing data is available for this year.$3.03$0.99$2.05$5.80$4.96$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.57$0.70$3.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.08$0.54$1.73