Civic Intelligence

Lutz Preparatory School Inc.

990 • Fiscal year 2020 • EIN 32-0326529

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 20, 2020

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

80th percentile

0.66x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

1.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$123,751

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

51st percentile

7.2%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

0.0%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$12,862,134

Up $867,682 (+7.2%) from 2019

Net Assets

Up

$4,387,725

Up $343,502 (+8.5%) from 2019

Liabilities

Up

$8,474,409

Up $524,180 (+6.6%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin51st percentile

Revenue

Up

$7,328,352

Up $1,899 (+0.0%) from 2019

Expenses

Up

$6,984,850

Up $172,653 (+2.5%) from 2019

Net Income

Down

$343,502

Down $170,754 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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 2020: $12,862,134Liabilities 2020: $8,474,409Net Assets 2020: $4,387,7252020Assets 2022: $14,579,544Liabilities 2022: $8,123,746Net Assets 2022: $6,455,7982022

Highlighted filing

2020

Assets$12,862,134
Liabilities$8,474,409
Net Assets$4,387,725
Open 2020 Filing

Operations Trend

Revenue Growth44th 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 2020: $7,328,352Expenses 2020: $6,984,850Net Income 2020: $343,5022020Revenue 2022: $8,228,877Expenses 2022: $7,442,254Net Income 2022: $786,6232022

Highlighted filing

2020

Revenue$7,328,352
Expenses$6,984,850
Net Income$343,502
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 20, 2020
Return Version
2019v5.1
Gross Receipts
$7,344,006
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 and to provide a rigorous, differentiated learning experience in order to cultivate and inspire a community of life-long learners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,457,442$9,318,949▼ $138,493
Cash and Non-Interest-Bearing Accounts$1,806,515$2,531,563▲ $725,048
Pd in Cap Srpls Land Bldg Eqp Fund$2,243,129$2,531,016▲ $287,887
Rtn Earn Endowment Incm Other Fnds$1,801,094$1,856,709▲ $55,615
Prepaid Expenses and Deferred Charges$100,318$126,899▲ $26,581
Accounts Receivable$2,532$15,466▲ $12,934
Total Assets$11,994,452$12,862,134▲ $867,682
Other Assets Total$627,645$869,257▲ $241,612
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,214,313$6,787,933▼ $426,380
Unsecured Notes Loans Payable-$856,180-
Other Liabilities$364,257$492,176▲ $127,919
Accounts Payable and Accrued Expenses$222,526$325,272▲ $102,746
Deferred Revenue$149,133$12,848▼ $136,285
Total Liabilities$7,950,229$8,474,409▲ $524,180
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,044,223$4,387,725▲ $343,502
Total Liabilities and Net Assets / Fund Balance$11,994,452$12,862,134▲ $867,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,672,097$2,192,940-
Other Land Buildings$327,838--
Land$1,300,000--
Equipment$19,014$114,157-
Other Assets Org$869,257--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bonnie GuertinDirector of SchoolsFT$123,751$123,751

Board Members and Trustees

NameTitle
Joyce WielandBoard Chair
Christopher MooreVice Chair/treasurer
Brian LambertMember
Daniel Abou-jaoudeMember
Dominic KouffmanMember
Felipe RamirezMember
Jenna PaladinoMember
Kelly AndrewsMember
Rick NarkiewiczMember
Yulander WellsMember
Vinita GaudiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,874,784
Investment Income
$0
Other Revenue
$453,568
Change in Net Assets
$343,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,328,352
Total Revenue per Audited Statements
$7,328,352
Total Revenue per Form 990
$7,328,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,984,850
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$2,106,812$360,010$0$2,466,822
Depreciation Depletion$387,432$0$0$387,432
Interest$283,917$0$0$283,917
Other Expenses$16,958$0$0$16,958
Total Functional Expenses$6,624,840$360,010$0$6,984,850

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,984,850
Total Expenses per Audited Statements$6,984,850
Total Expenses per Form 990$6,984,850
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,317
Fundraising Direct Expenses$15,654
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bolts of Blue Letter$162,317$162,317$15,654$146,663
Total Events$162,317$162,317$15,654$146,663
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pre-prep Liabilities$492,176
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Chris Moore
Title
Vice Chair/treasurer
Phone
8134287100
Signed
2020-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Moore
Formed
2009
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
116
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. The final 990 is provided to the board for approval.”

Pt VI, Line 12C

“The board has established a conflict of interest policy and continuously monitors the board's compliance.”

Pt VI, Line 15B

“The principal is paid in accordance with a board approved contract. Salary increases and bonuses are based on an annual performance evaluation, which is also approved by the board.”

Pt VI, Line 4

“During the current fiscal year, the board approved to revise and update the bylaws.”

Form 990, Part IX, Line 24E

“BOARD 2921. 0. 2921. 0.”

Form 990, Part IX, Line 24E

“School district admin fee 34711. 0. 34711. 0.”

Form 990, Part IX, Line 24E

“School administration 644756. 322378. 322378. 0.”

Form 990, Part IX, Line 24E

“Facilities acquisition & construction 190580. 190580. 0. 0.”

Form 990, Part IX, Line 24E

“Fiscal services 27888. 27888. 0. 0.”

Form 990, Part IX, Line 24E

“Food services 49201. 49201. 0. 0.”

Form 990, Part IX, Line 24E

“Central services 27346. 27346. 0. 0.”

Form 990, Part IX, Line 24E

“Operation of plant 552391. 552391. 0. 0.”

Form 990, Part IX, Line 24E

“Maintenance of plant 94608. 94608. 0. 0.”

Form 990, Part IX, Line 24E

“Community services 88231. 88231. 0. 0.”

Form 990, Part IX, Line 24E

“Pre-prep expenses 754189. 754189. 0. 0.”

Financial Statement Notes

Pt X, Line 2

“The School is exempt from Federal tax under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Additionally, no uncertain tax positions have been made requiring disclosure in the related note to financial statements. The Schools income tax returns for the past three years are subject to examination by tax authorities and may change upon examination.”

Raw XML AppendixShowing 400 of 488 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/BOYAmt0222526
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0325272
IRS990/AccountsReceivableGrp/BOYAmt02532
IRS990/AccountsReceivableGrp/EOYAmt015466
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A CHARTER SCHOOL IN HILLSBOROUGH COUNTY, FLORIDA AND TO PROVIDE A RIGOROUS, DIFFERENTIATED LEARNING EXPERIENCE IN ORDER TO CULTIVATE AND INSPIRE A COMMUNITY OF LIFE-LONG LEARNERS.
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0360010
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02106812
IRS990/AllOtherExpensesGrp/TotalAmt02466822
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DIANA JENKINS
IRS990/BooksInCareOfDetail/PhoneNum08134287100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017951 N US HIGHWAY 41
IRS990/BooksInCareOfDetail/USAddress/CityNm0LUTZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033548
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01806515
IRS990/CashNonInterestBearingGrp/EOYAmt02531563
IRS990/ChangeToOrgDocumentsInd0true
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/CYOtherExpensesAmt06984850
IRS990/CYOtherRevenueAmt0453568
IRS990/CYProgramServiceRevenueAmt06874784
IRS990/CYRevenuesLessExpensesAmt0343502
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06984850
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07328352
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0149133
IRS990/DeferredRevenueGrp/EOYAmt012848
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0387432
IRS990/DepreciationDepletionGrp/TotalAmt0387432
IRS990/Desc0TO OPERATE A CHARTER SCHOOL IN HILLSBOROUGH COUNTY, FLORIDA AND TO PROVIDE A RIGOROUS, DIFFERENTIATED LEARNING EXPERIENCE IN ORDER TO CULTIVATE AND INSPIRE A COMMUNITY OF LIFE-LONG LEARNERS. LUTZ PREPARATORY SCHOOL STRIVES TO CREATE A STUDENT-CENTERED LEARNING ENVIRONMENT THAT FOSTERS 21ST CENTURY SKILLS AND EMPOWERS STUDENTS TO BE COMPASSIONATE AND STRONG IN CHARACTER.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0116
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06624840
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JOYCE WIELAND
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTOPHER MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm2VINITA GAUDI
IRS990/Form990PartVIISectionAGrp/PersonNm3KELLY ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm4DOMINIC KOUFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm6RICK NARKIEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL ABOU-JAOUDE
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNA PALADINO
IRS990/Form990PartVIISectionAGrp/PersonNm9FELIPE RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm10YULANDER WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm11BONNIE GUERTIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11123751
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF SCHOOLS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt015654
IRS990/FundraisingGrossIncomeAmt0162317
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07344006
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0283917
IRS990/InterestGrp/TotalAmt0283917
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02307097
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09457442
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09318949
IRS990/LandBldgEquipCostOrOtherBssAmt011626046
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A CHARTER SCHOOL IN HILLSBOROUGH COUNTY, FLORIDA AND TO PROVIDE A RIGOROUS, DIFFERENTIATED LEARNING EXPERIENCE IN ORDER TO CULTIVATE AND INSPIRE A COMMUNITY OF LIFE-LONG LEARNERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07214313
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06787933
IRS990/NetAssetsOrFundBalancesBOYAmt04044223
IRS990/NetAssetsOrFundBalancesEOYAmt04387725
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0146663
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0146663
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0627645
IRS990/OtherAssetsTotalGrp/EOYAmt0869257
IRS990/OtherExpensesGrp/Desc0INSTRUCTION
IRS990/OtherExpensesGrp/Desc1STUDENT SUPPORT SERVICES
IRS990/OtherExpensesGrp/Desc2INSTRUCTIONAL MEDIA SERVICES
IRS990/OtherExpensesGrp/Desc3INSTRUCTIONAL STAFF TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt03726829
IRS990/OtherExpensesGrp/ProgramServicesAmt178092
IRS990/OtherExpensesGrp/ProgramServicesAmt224800
IRS990/OtherExpensesGrp/ProgramServicesAmt316958
IRS990/OtherExpensesGrp/TotalAmt03726829
IRS990/OtherExpensesGrp/TotalAmt178092
IRS990/OtherExpensesGrp/TotalAmt224800
IRS990/OtherExpensesGrp/TotalAmt316958
IRS990/OtherLiabilitiesGrp/BOYAmt0364257
IRS990/OtherLiabilitiesGrp/EOYAmt0492176
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER LOCAL REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0306905
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0306905
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0306905
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02243129
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02531016
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0100318
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0126899
IRS990/PrincipalOfficerNm0CHRIS MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FTE-PER STUDENT FUNDING
IRS990/ProgramServiceRevenueGrp/Desc1PRE-PREP INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05998274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1876510
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt06812197
IRS990/PYOtherRevenueAmt0495575
IRS990/PYProgramServiceRevenueAmt06830878
IRS990/PYRevenuesLessExpensesAmt0514256
IRS990/PYTotalExpensesAmt06812197
IRS990/PYTotalRevenueAmt07326453
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0343502
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07328352
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01801094
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01856709
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt0124811
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0499243
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt06966850
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt018000
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt06984850
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt018000
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07672097
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02192940
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt09865037
IRS990ScheduleD/EquipmentGrp/BookValueAmt019014
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0114157
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0133171
IRS990ScheduleD/ExpensesSubtotalAmt06984850
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01300000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01300000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0869257
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRE-PREP ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0327838
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0327838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0492176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PRE-PREP LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt07328352
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School is exempt from Federal tax under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Additionally, no uncertain tax positions have been made requiring disclosure in the related note to financial statements. The Schools income tax returns for the past three years are subject to examination by tax authorities and may change upon examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09318949
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0869257
IRS990ScheduleD/TotalExpensesPerForm990Amt06984850
IRS990ScheduleD/TotalLiabilityAmt0492176
IRS990ScheduleD/TotalRevenuePerForm990Amt07328352
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07328352
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06984850
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/ExplanationTxt0RECEIVES GRANTS THROUGH THE FLORIDA DEPT OF EDUCATION
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOLS PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPERS AND ITS WEBSITE NA
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 6b
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015654
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOLTS OF BLUE LETTER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0162317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0162317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0162317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0162317
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0146663
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015654
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE FINAL 990 IS PROVIDED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS ESTABLISHED A CONFLICT OF INTEREST POLICY AND CONTINUOUSLY MONITORS THE BOARD'S COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRINCIPAL IS PAID IN ACCORDANCE WITH A BOARD APPROVED CONTRACT. SALARY INCREASES AND BONUSES ARE BASED ON AN ANNUAL PERFORMANCE EVALUATION, WHICH IS ALSO APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DURING THE CURRENT FISCAL YEAR, THE BOARD APPROVED TO REVISE AND UPDATE THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD 2921. 0. 2921. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL DISTRICT ADMIN FEE 34711. 0. 34711. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL ADMINISTRATION 644756. 322378. 322378. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FACILITIES ACQUISITION & CONSTRUCTION 190580. 190580. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FISCAL SERVICES 27888. 27888. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FOOD SERVICES 49201. 49201. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CENTRAL SERVICES 27346. 27346. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OPERATION OF PLANT 552391. 552391. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MAINTENANCE OF PLANT 94608. 94608. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13COMMUNITY SERVICES 88231. 88231. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PRE-PREP EXPENSES 754189. 754189. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0LUTZ PREPARATORY SCHOOL INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTZ PRE-PREP LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0453019174
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01003679

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,862,134
Liabilities
$8,474,409
Net assets
$4,387,725
Revenue
$7,328,352
Expenses
$6,984,850
Net income
$343,502
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
2020Detailed filing. Detailed filing data is available for this year.$12.9$8.47$4.39$7.33$6.98$0.34
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