Civic Intelligence

Thunderbird Prepartory Academy Inc

EIN 46-5055270 • 501(c)3 • Cornelius, NC

Profile

Lakeside charter academy, in partnership with parents, will cultivate learners through scholarship, leadership, and citizenship. Lakeside charter academy will provide all students with the opportunity to experience a focused and coherent curriculum through the core knowledge sequence by e.d. Hirsch. This sequence emphasizes an academic foundation of a content rich curriculum that integrates skills and standards in a spiraling format. We believe in providing innovative, challenging, and rigorous academics in a safe, nuturing environment for children through objective achievement standards driven by proven curriculum, empowered teachers and constructive parental involvement in a true community setting. Lakeside charter serves children in the community from kindergarten to 8th grade. The fullest development of our students will occur through our pillars of scholarship, leadership and citizenship. These pillars include a challenging comprehensive academic program that can be differentiated

17609 Old Statesville RoadCornelius, NC 28031

www.lakesidecharteracademy.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.06x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

5.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-2.9%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

4.2%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$768,585

Down $14,702,842 (-95%) from 2023

Liabilities

Down

$91,861

Down $16,343,745 (-99%) from 2023

Net Assets

Up

$676,724

Up $1,640,903 (+170%) from 2023

Revenue

Up

$3,389,941

Up $586,311 (+21%) from 2023

Expenses

Up

$3,580,489

Up $819,933 (+30%) from 2023

Net Income

Down

-$190,548

Down $233,622 (-542%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2015: $451,599Liabilities 2015: $677,287Net Assets 2015: -$225,6882015Assets 2016: $628,220Liabilities 2016: $315,118Net Assets 2016: $313,1022016Assets 2017: $584,955Liabilities 2017: $552,088Net Assets 2017: $32,8672017Assets 2018: $443,295Liabilities 2018: $514,303Net Assets 2018: -$71,0082018Assets 2020: $338,770Liabilities 2020: $593,689Net Assets 2020: -$254,9192020Assets 2021: $518,767Liabilities 2021: $298,983Net Assets 2021: $219,7842021Assets 2022: $15,940,176Liabilities 2022: $16,598,431Net Assets 2022: -$658,2552022Assets 2023: $15,471,427Liabilities 2023: $16,435,606Net Assets 2023: -$964,1792023Assets 2024: $768,585Liabilities 2024: $91,861Net Assets 2024: $676,7242024

Highlighted filing

2024

Assets$768,585
Liabilities$91,861
Net Assets$676,724

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $4,592,445Expenses 2015: $4,818,133Net Income 2015: -$225,6882015Revenue 2016: $5,365,650Expenses 2016: $4,825,736Net Income 2016: $539,9142016Revenue 2017: $1,611,863Expenses 2017: $1,891,267Net Income 2017: -$279,4042017Revenue 2018: $1,252,807Expenses 2018: $1,357,005Net Income 2018: -$104,1982018Revenue 2020: $1,614,071Expenses 2020: $1,505,519Net Income 2020: $108,5522020Revenue 2021: $2,676,176Expenses 2021: $2,201,473Net Income 2021: $474,7032021Revenue 2022: $2,690,563Expenses 2022: $3,568,602Net Income 2022: -$878,0392022Revenue 2023: $2,803,630Expenses 2023: $2,760,556Net Income 2023: $43,0742023Revenue 2024: $3,389,941Expenses 2024: $3,580,489Net Income 2024: -$190,5482024

Highlighted filing

2024

Revenue$3,389,941
Expenses$3,580,489
Net Income-$190,548

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$3,389,941
Mission and Program Overview

Mission

Lakeside charter academy partners with parents to cultivate learners through scholarship, leadership, and citizenship. We offer a focused curriculum based on the core knowledge sequence by e.d. Hirsch, emphasizing a content-rich academic foundation. Our innovative and rigorous academics are provided in a safe, nurturing environment, driven by proven curriculum, empowered teachers, and parental involvement. Serving kindergarten to 8th grade, we aim for the fullest development of our students through challenging academics, leadership training, and community service.

Lakeside charter academy, in partnership with parents, will cultivate learners through scholarship, leadership, and citizenship. Lakeside charter academy will provide all students with the opportunity to experience a focused and coherent curriculum through the core knowledge sequence by e.d. Hirsch. This sequence emphasizes an academic foundation of a content-rich curriculum that integrates skills and standards in a spiraling format. We believe in providing innovative, challenging, and rigorous academics in a safe, nurturing environment for children through objective achievement standards driven by proven curriculum, empowered teachers, and constructive parental involvement in a true community setting. Lakeside charter serves children in the community from k-8. The fullest development of our students will occur through our pillars of scholarship, leadership, and citizenship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$804,161$544,969▼ $259,192
Land, Buildings, and Equipment, Net$226,830$199,618▼ $27,212
Accounts Receivable$1,835$13,965▲ $12,130
Prepaid Expenses and Deferred Charges$1,127$10,033▲ $8,906
Other Assets Total$14,437,474$0▼ $14,437,474
Total Assets$15,471,427$768,585▼ $14,702,842
Liabilities
Accounts Payable and Accrued Expenses$117,550$75,466▼ $42,084
Unsecured Notes Loans Payable$16,318,056$16,395▼ $16,301,661
Total Liabilities$16,435,606$91,861▼ $16,343,745
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-964,179$676,724▲ $1,640,903
Total Net Assets Fund Balance$-964,179$676,724▲ $1,640,903
Total Liabilities and Net Assets / Fund Balance$15,471,427$768,585▼ $14,702,842

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$139,615$83,023$222,638
Other Land Buildings$56,652$42,197$98,849
Equipment$3,351$30,663$34,014
Compensation and Service Providers

Board Members and Trustees

NameTitle
Taft MorleyPresident
Jason GuffeyVice President
Valerie CroceBoard Member
Angela HansenSecretary
Kelly HeaddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,284,795
Program Service Revenue
$59,334
Investment Income
$0
Other Revenue
$45,812
All Other Contributions
$2,600
Change in Net Assets
$-190,548

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,389,941
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,389,941
Total Revenue per Form 990
$3,389,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,944,551
Other Expenses$1,635,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,064,838$613,208-$1,678,046
Occupancy$439,144$252,890-$692,034
Fees for Services Other$119,328$68,717-$188,045
Payroll Taxes$85,930$49,485-$135,415
Other Employee Benefits$75,982$43,756-$119,738
Advertising$30,785$17,728-$48,513
Other Expenses$25,692$14,795-$40,487
Information Technology$22,052$12,699-$34,751
Insurance$20,004$11,520-$31,524
Depreciation Depletion$17,268$9,944-$27,212
Conferences and Meetings$13,103$7,546-$20,649
All Other Expenses$12,307$7,087-$19,394
Travel$8,926$5,140-$14,066
Pension Plan Contributions$7,204$4,148-$11,352
Fees for Services Accounting$5,902$3,398-$9,300
Office Expenses$5,758$3,316-$9,074
Interest$5,216$3,003-$8,219
Fees for Services Legal$635$365-$1,000
Total Functional Expenses$2,272,072$1,308,417$0$3,580,489

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,580,489
Total Expenses per Audited Statements$3,580,489
Total Expenses per Form 990$3,580,489
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the treasurer prior to filing and is made available to the board of directors.

Form 990, Part VI, Section B, Line 12C

If a matter before the board places a director in a conflict of interest between the interests of the corporation and the interests of the director, or the director's family or business, the director shall inform the board of directors. The director with the conflict shall be prohibited from participating in discussions and votes on that matter. Each director shall annually sign a conflict of interest policy that will, at a minimum, reflect the requirements of the state board of education and that shall be kept on file at the principal office of the corporation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Thunderbird Prepartory Academy Inc
EIN
46-5055270
Phone
7048969500
Address
17609 OLD STATESVILLE ROAD, CORNELIUS, NC 28031
Doing Business As
Lakeside Charter Academy

Signing Officer

Name
Kelly Headd
Title
Treasurer
Phone
7048969500
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taft Morley
Formed
2014
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
80
Volunteers
5

Preparer

Firm
Sharpe Patel CPA
Address
5510 SIX FORKS ROAD SUITE 140, RALEIGH, NC 27609
Preparer
Rebecca Fisher
Phone
7044993893
Raw XML AppendixShowing 400 of 470 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0117550
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt075466
IRS990/AccountsReceivableGrp/BOYAmt01835
IRS990/AccountsReceivableGrp/EOYAmt013965
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LAKESIDE CHARTER ACADEMY, IN PARTNERSHIP WITH PARENTS, WILL CULTIVATE LEARNERS THROUGH SCHOLARSHIP, LEADERSHIP, AND CITIZENSHIP. LAKESIDE CHARTER ACADEMY WILL PROVIDE ALL STUDENTS WITH THE OPPORTUNITY TO EXPERIENCE A FOCUSED AND COHERENT CURRICULUM THROUGH THE CORE KNOWLEDGE SEQUENCE BY E.D. HIRSCH. THIS SEQUENCE EMPHASIZES AN ACADEMIC FOUNDATION OF A CONTENT-RICH CURRICULUM THAT INTEGRATES SKILLS AND STANDARDS IN A SPIRALING FORMAT. WE BELIEVE IN PROVIDING INNOVATIVE, CHALLENGING, AND RIGOROUS ACADEMICS IN A SAFE, NURTURING ENVIRONMENT FOR CHILDREN THROUGH OBJECTIVE ACHIEVEMENT STANDARDS DRIVEN BY PROVEN CURRICULUM, EMPOWERED TEACHERS, AND CONSTRUCTIVE PARENTAL INVOLVEMENT IN A TRUE COMMUNITY SETTING. LAKESIDE CHARTER SERVES CHILDREN IN THE COMMUNITY FROM K-8. THE FULLEST DEVELOPMENT OF OUR STUDENTS WILL OCCUR THROUGH OUR PILLARS OF SCHOLARSHIP, LEADERSHIP, AND CITIZENSHIP.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt017728
IRS990/AdvertisingGrp/ProgramServicesAmt030785
IRS990/AdvertisingGrp/TotalAmt048513
IRS990/AllOtherContributionsAmt02600
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07087
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012307
IRS990/AllOtherExpensesGrp/TotalAmt019394
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ACADIA NORTHSTAR LLC
IRS990/BooksInCareOfDetail/PhoneNum08282877897
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0191 N MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0RUTHERFORDTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028139
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0804161
IRS990/CashNonInterestBearingGrp/EOYAmt0544969
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07546
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt013103
IRS990/ConferencesMeetingsGrp/TotalAmt020649
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt013232
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03284795
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01635938
IRS990/CYOtherRevenueAmt045812
IRS990/CYProgramServiceRevenueAmt059334
IRS990/CYRevenuesLessExpensesAmt0-190548
IRS990/CYSalariesCompEmpBnftPaidAmt01944551
IRS990/CYTotalExpensesAmt03580489
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03389941
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09944
IRS990/DepreciationDepletionGrp/ProgramServicesAmt017268
IRS990/DepreciationDepletionGrp/TotalAmt027212
IRS990/Desc0LAKESIDE CHARTER ACADEMY IS A NORTH CAROLINA CHARTER SCHOOL THAT WILL CULTIVATE A HIGHLY EFFECTIVE LEADERSHIP ENVIRONMENT THAT ENGAGES, EMBRACES, AND ENRICHES CHILDREN'S STRENGTHS ONE CHILD AT A TIME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0LAKESIDE CHARTER ACADEMY
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt080
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02272072
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03398
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05902
IRS990/FeesForServicesAccountingGrp/TotalAmt09300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0365
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0635
IRS990/FeesForServicesLegalGrp/TotalAmt01000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt068717
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0119328
IRS990/FeesForServicesOtherGrp/TotalAmt0188045
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0TAFT MORLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON GUFFEY
IRS990/Form990PartVIISectionAGrp/PersonNm2ANGELA HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3KELLY HEADD
IRS990/Form990PartVIISectionAGrp/PersonNm4VALERIE CROCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt013232
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt03268963
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03389941
IRS990/GrossRentsGrp/RealAmt02213
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012699
IRS990/InformationTechnologyGrp/ProgramServicesAmt022052
IRS990/InformationTechnologyGrp/TotalAmt034751
IRS990/InsuranceGrp/ManagementAndGeneralAmt011520
IRS990/InsuranceGrp/ProgramServicesAmt020004
IRS990/InsuranceGrp/TotalAmt031524
IRS990/InterestGrp/ManagementAndGeneralAmt03003
IRS990/InterestGrp/ProgramServicesAmt05216
IRS990/InterestGrp/TotalAmt08219
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0155883
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0226830
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0199618
IRS990/LandBldgEquipCostOrOtherBssAmt0355501
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LAKESIDE CHARTER ACADEMY PARTNERS WITH PARENTS TO CULTIVATE LEARNERS THROUGH SCHOLARSHIP, LEADERSHIP, AND CITIZENSHIP. WE OFFER A FOCUSED CURRICULUM BASED ON THE CORE KNOWLEDGE SEQUENCE BY E.D. HIRSCH, EMPHASIZING A CONTENT-RICH ACADEMIC FOUNDATION. OUR INNOVATIVE AND RIGOROUS ACADEMICS ARE PROVIDED IN A SAFE, NURTURING ENVIRONMENT, DRIVEN BY PROVEN CURRICULUM, EMPOWERED TEACHERS, AND PARENTAL INVOLVEMENT. SERVING KINDERGARTEN TO 8TH GRADE, WE AIM FOR THE FULLEST DEVELOPMENT OF OUR STUDENTS THROUGH CHALLENGING ACADEMICS, LEADERSHIP TRAINING, AND COMMUNITY SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-964179
IRS990/NetAssetsOrFundBalancesEOYAmt0676724
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02213
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02213
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-964179
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0676724
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0252890
IRS990/OccupancyGrp/ProgramServicesAmt0439144
IRS990/OccupancyGrp/TotalAmt0692034
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03316
IRS990/OfficeExpensesGrp/ProgramServicesAmt05758
IRS990/OfficeExpensesGrp/TotalAmt09074
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014437474
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043756
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt075982
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119738
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINT.
IRS990/OtherExpensesGrp/Desc1BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2NONCAP EQUIPMENT
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt095166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144442
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt240064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt314795
IRS990/OtherExpensesGrp/ProgramServicesAmt0165253
IRS990/OtherExpensesGrp/ProgramServicesAmt177174
IRS990/OtherExpensesGrp/ProgramServicesAmt269571
IRS990/OtherExpensesGrp/ProgramServicesAmt325692
IRS990/OtherExpensesGrp/TotalAmt0260419
IRS990/OtherExpensesGrp/TotalAmt1121616
IRS990/OtherExpensesGrp/TotalAmt2109635
IRS990/OtherExpensesGrp/TotalAmt340487
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REBATE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE SETTLEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017675
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116676
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt29248
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017675
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116676
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt29248
IRS990/OtherRevenueTotalAmt043599
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0613208
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01064838
IRS990/OtherSalariesAndWagesGrp/TotalAmt01678046
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049485
IRS990/PayrollTaxesGrp/ProgramServicesAmt085930
IRS990/PayrollTaxesGrp/TotalAmt0135415
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04148
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07204
IRS990/PensionPlanContributionsGrp/TotalAmt011352
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010033
IRS990/PrincipalOfficerNm0TAFT MORLEY
IRS990/PriorPeriodAdjustmentsAmt01831451
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0BEFORE & AFTER SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc2FOOD SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037283
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121243
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2808
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2808
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02673387
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01222882
IRS990/PYOtherRevenueAmt0106257
IRS990/PYProgramServiceRevenueAmt023986
IRS990/PYRevenuesLessExpensesAmt043074
IRS990/PYSalariesCompEmpBnftPaidAmt01537674
IRS990/PYTotalExpensesAmt02760556
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02803630
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-190548
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02213
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0105146
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt03351
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030663
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034014
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03580489
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0139615
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt083023
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0222638
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt056652
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042197
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt098849
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03389941
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0199618
IRS990ScheduleD/TotalExpensesPerForm990Amt03580489
IRS990ScheduleD/TotalRevenuePerForm990Amt03389941
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03389941
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03580489
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED ON THE SCHOOL'S WEBSITE WITH THE ADMISSION APPLICATION PROCEDURES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NORTH CAROLINA PUBLIC CHARTER SCHOOL FUNDED BY STATE AND LOCAL GOVERNMENTS. ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING AND IS MADE AVAILABLE TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IF A MATTER BEFORE THE BOARD PLACES A DIRECTOR IN A CONFLICT OF INTEREST BETWEEN THE INTERESTS OF THE CORPORATION AND THE INTERESTS OF THE DIRECTOR, OR THE DIRECTOR'S FAMILY OR BUSINESS, THE DIRECTOR SHALL INFORM THE BOARD OF DIRECTORS. THE DIRECTOR WITH THE CONFLICT SHALL BE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS AND VOTES ON THAT MATTER. EACH DIRECTOR SHALL ANNUALLY SIGN A CONFLICT OF INTEREST POLICY THAT WILL, AT A MINIMUM, REFLECT THE REQUIREMENTS OF THE STATE BOARD OF EDUCATION AND THAT SHALL BE KEPT ON FILE AT THE PRINCIPAL OFFICE OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0LAKESIDE CHARTER ACADEMY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0383931302
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.51990
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0THUNDERBIRD CHARTER SCHOOL LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt017609 OLD STATESVILLE ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CORNELIUS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd028031
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015471427
IRS990/TotalAssetsEOYAmt0768585
IRS990/TotalAssetsGrp/BOYAmt015471427
IRS990/TotalAssetsGrp/EOYAmt0768585
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03284795

Document Assets

No mirrored PDF or thumbnail assets are attached yet.