Civic Intelligence

Lutz Preparatory School Inc.

990 • Fiscal year 2021 • EIN 32-0326529

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 17, 2021

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

0.59x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.91x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

54th percentile

14%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

31st percentile

$122,672

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

43rd percentile

7.3%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

21%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$13,797,979

Up $1,803,527 (+15%) from 2019

Net Assets

Up

$5,669,175

Up $1,624,952 (+40%) from 2019

Liabilities

Up

$8,128,804

Up $178,575 (+2.2%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin54th percentile

Revenue

Up

$8,887,733

Up $1,561,280 (+21%) from 2019

Expenses

Up

$7,606,283

Up $794,086 (+12%) from 2019

Net Income

Up

$1,281,450

Up $767,194 (+149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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 2021: $13,797,979Liabilities 2021: $8,128,804Net Assets 2021: $5,669,1752021Assets 2022: $14,579,544Liabilities 2022: $8,123,746Net Assets 2022: $6,455,7982022

Highlighted filing

2021

Assets$13,797,979
Liabilities$8,128,804
Net Assets$5,669,175
Open 2021 Filing

Operations Trend

Revenue Growth62nd 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 2021: $8,887,733Expenses 2021: $7,606,283Net Income 2021: $1,281,4502021Revenue 2022: $8,228,877Expenses 2022: $7,442,254Net Income 2022: $786,6232022

Highlighted filing

2021

Revenue$8,887,733
Expenses$7,606,283
Net Income$1,281,450
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 17, 2021
Return Version
2020v4.1
Gross Receipts
$8,898,771
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$9,318,949$8,882,575▼ $436,374
Rtn Earn Endowment Incm Other Fnds$1,856,709$4,016,196▲ $2,159,487
Cash and Non-Interest-Bearing Accounts$2,531,563$2,033,708▼ $497,855
Pd in Cap Srpls Land Bldg Eqp Fund$2,531,016$1,652,979▼ $878,037
Savings and Temporary Cash Investments-$1,158,852-
Pledges and Grants Receivable-$325,186-
Prepaid Expenses and Deferred Charges$126,899$92,676▼ $34,223
Accounts Receivable$15,466--
Total Assets$12,862,134$13,797,979▲ $935,845
Other Assets Total$869,257$1,304,982▲ $435,725
Liabilities
Tax Exempt Bond Liabilities-$7,343,322-
Mortgage Notes Payable Secured by Investment Property$6,787,933--
Unsecured Notes Loans Payable$856,180--
Other Liabilities$492,176$434,065▼ $58,111
Accounts Payable and Accrued Expenses$325,272$351,417▲ $26,145
Deferred Revenue$12,848--
Total Liabilities$8,474,409$8,128,804▼ $345,605
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,387,725$5,669,175▲ $1,281,450
Total Liabilities and Net Assets / Fund Balance$12,862,134$13,797,979▲ $935,845

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,985,765$2,132,079-
Other Land Buildings$441,371$81,079-
Land$1,300,000--
Equipment$18,217$122,601-
Leasehold Improvements$137,222$167,711-
Other Assets Org$1,304,982--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bonnie GuertinDirector of SchoolsFT$122,672$122,672

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,559,309
Investment Income
$0
Other Revenue
$1,328,424
Change in Net Assets
$1,281,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,887,733
Total Revenue per Audited Statements
$8,887,733
Total Revenue per Form 990
$8,887,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,606,283
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$2,219,169$368,174$0$2,587,343
Interest$589,057$0$0$589,057
Depreciation Depletion$379,353$0$0$379,353
Other Expenses$32,164$0$0$32,164
Total Functional Expenses$7,238,109$368,174$0$7,606,283

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,606,283
Total Expenses per Audited Statements$7,606,283
Total Expenses per Form 990$7,606,283
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$134,440
Fundraising Direct Expenses$11,038
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bolts of Blue$134,440$134,440$11,038$123,402
Total Events$134,440$134,440$11,038$123,402
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$434,065
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
2021-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Moore
Formed
2009
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
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 13787. 0. 13787. 0.”

Form 990, Part IX, Line 24E

“School district admin fee 35933. 0. 35933. 0.”

Form 990, Part IX, Line 24E

“School administration 636908. 318454. 318454. 0.”

Form 990, Part IX, Line 24E

“Facilities acquisition & construction 139383. 139383. 0. 0.”

Form 990, Part IX, Line 24E

“Fiscal services 26479. 26479. 0. 0.”

Form 990, Part IX, Line 24E

“Food services 45779. 45779. 0. 0.”

Form 990, Part IX, Line 24E

“Central services 39382. 39382. 0. 0.”

Form 990, Part IX, Line 24E

“Operation of plant 698075. 698075. 0. 0.”

Form 990, Part IX, Line 24E

“Maintenance of plant 266247. 266247. 0. 0.”

Form 990, Part IX, Line 24E

“Community services 37729. 37729. 0. 0.”

Form 990, Part IX, Line 24E

“Pre-prep expenses 647641. 647641. 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.”

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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER LOCAL REVENUE
IRS990/OtherRevenueMiscGrp/Desc1PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0237513
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1967509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0237513
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1967509
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt01205022
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02531016
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01652979
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0325186
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0126899
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092676
IRS990/PrincipalOfficerNm0CHRIS MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0FTE-PER STUDENT FUNDING
IRS990/ProgramServiceRevenueGrp/Desc1FEDERAL FUNDING
IRS990/ProgramServiceRevenueGrp/Desc2PRE-PREP INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06048953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1478093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21032263
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt06984850
IRS990/PYOtherRevenueAmt0453568
IRS990/PYProgramServiceRevenueAmt06874784
IRS990/PYRevenuesLessExpensesAmt0343502
IRS990/PYTotalExpensesAmt06984850
IRS990/PYTotalRevenueAmt07328352
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01281450
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08887733
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01856709
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04016196
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01158852
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt0132916
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0531664
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt07606283
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt027000
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt07633283
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt027000
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06985765
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02132079
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt09117844
IRS990ScheduleD/EquipmentGrp/BookValueAmt018217
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0122601
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0140818
IRS990ScheduleD/ExpensesSubtotalAmt07606283
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01300000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01300000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0137222
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0167711
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0304933
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01304982
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRE-PREP ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0441371
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt081079
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0522450
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0434065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PRE-PREP LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt08887733
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/TotalBookValueLandBuildingsAmt08882575
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01304982
IRS990ScheduleD/TotalExpensesPerForm990Amt07606283
IRS990ScheduleD/TotalLiabilityAmt0434065
IRS990ScheduleD/TotalRevenuePerForm990Amt08887733
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08887733
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07606283
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/DirectExpenseSummaryEventsAmt011038
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOLTS OF BLUE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0134440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0134440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0134440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0134440
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0123402
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011038
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011038
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 13787. 0. 13787. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL DISTRICT ADMIN FEE 35933. 0. 35933. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL ADMINISTRATION 636908. 318454. 318454. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FACILITIES ACQUISITION & CONSTRUCTION 139383. 139383. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FISCAL SERVICES 26479. 26479. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FOOD SERVICES 45779. 45779. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CENTRAL SERVICES 39382. 39382. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OPERATION OF PLANT 698075. 698075. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MAINTENANCE OF PLANT 266247. 266247. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13COMMUNITY SERVICES 37729. 37729. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PRE-PREP EXPENSES 647641. 647641. 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/LegalDomicileStateCd0FL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,797,979
Liabilities
$8,128,804
Net assets
$5,669,175
Revenue
$8,887,733
Expenses
$7,606,283
Net income
$1,281,450
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
2021Detailed filing. Detailed filing data is available for this year.$13.8$8.13$5.67$8.89$7.61$1.28
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