Civic Intelligence

Lutz Preparatory School Inc.

990 • Fiscal year 2014 • EIN 32-0326529

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 05, 2015

Organization ProfileWWW.LUTZPREP.ORG
17951 N US Highway 4133549

(813) 428-7100

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.48x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.22x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

68th percentile

9.9%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

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.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

96th percentile

83%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$2,321,037

Up $1,055,881 (+83%) from 2013

Net Assets

Up

$1,208,769

Up $510,426 (+73%) from 2013

Liabilities

Up

$1,112,268

Up $545,455 (+96%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin68th percentile

Revenue

$5,134,694

No earlier filing loaded for comparison.

Expenses

Up

$4,624,268

Up $1,062,934 (+30%) from 2013

Net Income

$510,426

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th 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 2014: $2,321,037Liabilities 2014: $1,112,268Net Assets 2014: $1,208,7692014Assets 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

2014

Assets$2,321,037
Liabilities$1,112,268
Net Assets$1,208,769
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0Expenses 2012: $1,732,2842012Expenses 2013: $3,561,3342013Revenue 2014: $5,134,694Expenses 2014: $4,624,268Net Income 2014: $510,4262014Revenue 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

2014

Revenue$5,134,694
Expenses$4,624,268
Net Income$510,426
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 5, 2015
Return Version
2013v4.0
Gross Receipts
$5,139,979
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
Land, Buildings, and Equipment, Net$69,963$965,265▲ $895,302
Rtn Earn Endowment Incm Other Fnds$662,380$824,523▲ $162,143
Cash and Non-Interest-Bearing Accounts$478,999$570,913▲ $91,914
Pd in Cap Srpls Land Bldg Eqp Fund$35,963$384,246▲ $348,283
Prepaid Expenses and Deferred Charges-$100,070-
Accounts Receivable$42,477$9,058▼ $33,419
Total Assets$1,265,156$2,321,037▲ $1,055,881
Other Assets Total$673,717$675,731▲ $2,014
Liabilities
Mortgage Notes Payable Secured by Investment Property$34,000$581,019▲ $547,019
Other Liabilities$323,593$313,891▼ $9,702
Accounts Payable and Accrued Expenses$209,220$217,358▲ $8,138
Total Liabilities$566,813$1,112,268▲ $545,455
Net Assets / Fund Balance
Total Net Assets Fund Balance$698,343$1,208,769▲ $510,426
Total Liabilities and Net Assets / Fund Balance$1,265,156$2,321,037▲ $1,055,881

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$648,000$72,000-
Equipment$33,982$16,488-
Leasehold Improvements$283,283$41,154-
Other Assets Org$645,731--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Thomas MurrayPresident
Rick NarkiewiczVice President
Christine SmithMember
Frank RygielMember
Rania ShehataMember
Diane FarmerPrincipal
Sean HarriganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,006
Program Service Revenue
$4,491,127
Investment Income
$0
Other Revenue
$600,561
All Other Contributions
$43,006
Change in Net Assets
$510,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,624,268
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$1,860,839$317,131$0$2,177,970
Interest$213,727$0$0$213,727
Depreciation Depletion$118,927$0$0$118,927
Other Expenses$4,994$0$0$4,994
Total Functional Expenses$4,307,137$317,131$0$4,624,268
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,558
Fundraising Direct Expenses$5,285
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,558$18,558$5,285$13,273
Total Events$18,558$18,558$5,285$13,273
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pre-prep Liabilities$269,891
Deposit Payable$44,000
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
Filing and Contact Details

Filer

EIN
32-0326529
Phone
8134287100

Signing Officer

Name
Sean Harrigan
Title
Treasurer
Phone
8134287100
Signed
2015-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Harrigan
Formed
2009
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
114
Volunteers
10

Preparer

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”

Pt VI, Line 11B

“Is provided to the finance committee for review.”

Pt VI, Line 11B

“The final 990 is provided to the board prior to approval”

Pt VI, Line 12C

“At each board meeting, the agenda is notated to remind”

Pt VI, Line 12C

“Board members to recuse from voting on any item that”

Pt VI, Line 12C

“May be a conflict of interest”

Pt VI, Line 15B

“The principal is paid in accordance with the school”

Pt VI, Line 15B

“DISTRICT'S PAY SCALE.”

Form 990, Part IX, Line 24F

“Board 13421. 0. 13421. 0. School district admin fee 80218. 0. 80218. 0. School administration 446984. 223492. 223492. 0. Facilities acquisition & construction 351453. 351453. 0. 0. Fiscal services 20555. 20555. 0. 0. Food services 23304. 23304. 0. 0. Central services 27502. 27502. 0. 0. Operation of plant 289855. 289855. 0. 0. Maintenance of plant 43347. 43347. 0. 0. Community services 127573. 127573. 0. 0. Pre-prep expenses 753758. 753758. 0. 0.”

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

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018558
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013273
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05285
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A DRAFT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINAL 990 IS PROVIDED TO THE BOARD PRIOR TO APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH BOARD MEETING, THE AGENDA IS NOTATED TO REMIND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS TO RECUSE FROM VOTING ON ANY ITEM THAT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MAY BE A CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PRINCIPAL IS PAID IN ACCORDANCE WITH THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTRICT'S PAY SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARD 13421. 0. 13421. 0. SCHOOL DISTRICT ADMIN FEE 80218. 0. 80218. 0. SCHOOL ADMINISTRATION 446984. 223492. 223492. 0. FACILITIES ACQUISITION & CONSTRUCTION 351453. 351453. 0. 0. FISCAL SERVICES 20555. 20555. 0. 0. FOOD SERVICES 23304. 23304. 0. 0. CENTRAL SERVICES 27502. 27502. 0. 0. OPERATION OF PLANT 289855. 289855. 0. 0. MAINTENANCE OF PLANT 43347. 43347. 0. 0. COMMUNITY SERVICES 127573. 127573. 0. 0. PRE-PREP EXPENSES 753758. 753758. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24f
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine10LUTZ PREPARATORY SCHOOL INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10LUTZ PRE-PREP LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0453019174
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0645731
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PRE-SCHOOL
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0849951
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1017951 N US HIGHWAY 41
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0LUTZ
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0FL
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode033548
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01265156
IRS990/TotalAssetsEOYAmt02321037
IRS990/TotalAssetsGrp/BOYAmt01265156
IRS990/TotalAssetsGrp/EOYAmt02321037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt043006
IRS990/TotalEmployeeCnt0114
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0317131
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04307137
IRS990/TotalFunctionalExpensesGrp/TotalAmt04624268
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0566813
IRS990/TotalLiabilitiesEOYAmt01112268
IRS990/TotalLiabilitiesGrp/BOYAmt0566813
IRS990/TotalLiabilitiesGrp/EOYAmt01112268
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0698343
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01208769
IRS990/TotalProgramServiceExpensesAmt04307137
IRS990/TotalProgramServiceRevenueAmt04491127
IRS990/TotalRevenueGrp/ExclusionAmt013273
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05078415
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05134694
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01265156
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02321037
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1017951 N US HIGHWAY 41
IRS990/USAddress/City0LUTZ
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode033548
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LUTZPREP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN HARRIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08134287100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10LUTZ PREPARATORY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0320326529
ReturnHeader/Filer/PhoneNum08134287100
ReturnHeader/Filer/USAddress/AddressLine1017951 N US HIGHWAY 41
ReturnHeader/Filer/USAddress/City0LUTZ
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Robert Walker CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10709 W Azeele St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033606
ReturnHeader/PreparerPersonGrp/PhoneNum08136248643
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WALKER CPA
ReturnHeader/ReturnTs02015-02-09T09:08:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,321,037
Liabilities
$1,112,268
Net assets
$1,208,769
Revenue
$5,134,694
Expenses
$4,624,268
Net income
$510,426
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
2014Detailed filing. Detailed filing data is available for this year.$2.32$1.11$1.21$5.13$4.62$0.51
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