Civic Intelligence

Lee Academy of Bishopville Inc.

990 • Fiscal year 2019 • EIN 57-0478027

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 30, 2019

Organization ProfileRELEEACADEMY.ORG
630 Cousar StBishopville, SC 29010

(803) 484-5532

Siviq Scores

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

Liabilities / Assets

49th percentile

0.07x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

32nd percentile

-2.6%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$63,494

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$2,028,440

Down $41,332 (-2.0%) from 2018

Net Assets

Down

$1,879,421

Down $33,695 (-1.8%) from 2018

Liabilities

Down

$149,019

Down $7,637 (-4.9%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin32nd percentile

Revenue

Up

$1,822,191

Up $49,307 (+2.8%) from 2018

Expenses

Up

$1,869,663

Up $55,187 (+3.0%) from 2018

Net Income

Down

-$47,472

Down $5,880 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,405,300Liabilities 2010: $410,540Net Assets 2010: $994,7602010Assets 2011: $1,215,952Liabilities 2011: $394,646Net Assets 2011: $821,3062011Assets 2012: $1,129,662Liabilities 2012: $399,014Net Assets 2012: $730,6482012Assets 2013: $1,091,930Liabilities 2013: $355,060Net Assets 2013: $736,8702013Assets 2014: $1,089,161Liabilities 2014: $320,634Net Assets 2014: $768,5272014Assets 2015: $1,553,325Liabilities 2015: $218,552Net Assets 2015: $1,334,7732015Assets 2016: $1,588,684Liabilities 2016: $171,310Net Assets 2016: $1,417,3742016Assets 2017: $2,032,835Liabilities 2017: $280,958Net Assets 2017: $1,751,8772017Assets 2018: $2,069,772Liabilities 2018: $156,656Net Assets 2018: $1,913,1162018Assets 2019: $2,028,440Liabilities 2019: $149,019Net Assets 2019: $1,879,4212019Assets 2020: $2,210,580Liabilities 2020: $379,850Net Assets 2020: $1,830,7302020Assets 2021: $2,150,927Liabilities 2021: $251,206Net Assets 2021: $1,899,7212021Assets 2022: $2,466,400Liabilities 2022: $337,931Net Assets 2022: $2,128,4692022Assets 2023: $2,327,414Liabilities 2023: $329,076Net Assets 2023: $1,998,3382023Assets 2024: $2,510,981Liabilities 2024: $406,818Net Assets 2024: $2,104,1632024Assets 2025: $2,388,540Liabilities 2025: $442,145Net Assets 2025: $1,946,3952025

Highlighted filing

2019

Assets$2,028,440
Liabilities$149,019
Net Assets$1,879,421
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,203,9952010Revenue 2011: $2,038,219Expenses 2011: $2,211,602Net Income 2011: -$173,3832011Revenue 2012: $1,884,510Expenses 2012: $1,975,168Net Income 2012: -$90,6582012Revenue 2013: $1,734,449Expenses 2013: $1,728,227Net Income 2013: $6,2222013Revenue 2014: $1,793,063Expenses 2014: $1,757,590Net Income 2014: $35,4732014Revenue 2015: $2,262,405Expenses 2015: $1,648,372Net Income 2015: $614,0332015Revenue 2016: $1,869,169Expenses 2016: $1,833,062Net Income 2016: $36,1072016Revenue 2017: $2,166,531Expenses 2017: $1,740,165Net Income 2017: $426,3662017Revenue 2018: $1,772,884Expenses 2018: $1,814,476Net Income 2018: -$41,5922018Revenue 2019: $1,822,191Expenses 2019: $1,869,663Net Income 2019: -$47,4722019Revenue 2020: $1,706,355Expenses 2020: $1,795,517Net Income 2020: -$89,1622020Revenue 2021: $2,205,180Expenses 2021: $2,077,279Net Income 2021: $127,9012021Revenue 2022: $2,580,786Expenses 2022: $2,436,489Net Income 2022: $144,2972022Revenue 2023: $2,857,175Expenses 2023: $2,973,720Net Income 2023: -$116,5452023Revenue 2024: $2,794,009Expenses 2024: $2,668,130Net Income 2024: $125,8792024Revenue 2025: $2,857,181Expenses 2025: $2,895,439Net Income 2025: -$38,2582025

Highlighted filing

2019

Revenue$1,822,191
Expenses$1,869,663
Net Income-$47,472
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$1,923,314
Mission and Program Overview

Mission

Lee Academys mission is to provide quality private education for students from grades K-3 through senior year of high school.

Robert E. Lee Academys mission is to provide quality private education for students from grades K-3 through senior year of high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,224,931$1,171,413▼ $53,518
Cash and Non-Interest-Bearing Accounts$438,549$441,715▲ $3,166
Savings and Temporary Cash Investments$383,115$389,125▲ $6,010
Accounts Receivable$23,177$26,187▲ $3,010
Total Assets$2,069,772$2,028,440▼ $41,332
Liabilities
Other Liabilities$109,299$104,172▼ $5,127
Deferred Revenue$45,713$42,296▼ $3,417
Accounts Payable and Accrued Expenses$1,644$2,551▲ $907
Total Liabilities$156,656$149,019▼ $7,637
Net Assets / Fund Balance
Unrestricted Net Assets$1,913,116$1,879,421▼ $33,695
Total Net Assets Fund Balance$1,913,116$1,879,421▼ $33,695
Total Liabilities and Net Assets / Fund Balance$2,069,772$2,028,440▼ $41,332

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$943,558$474,327$1,417,885
Equipment$67,240$259,311$326,551
Buildings$58,741$147,000$205,741
Other Land Buildings$5,822$146,619$152,441
Land$96,052-$96,052
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria WatsonHeadmasterFT$63,494$63,494

Board Members and Trustees

NameTitle
James RossVice Chairman
Betsy WhitesideBoard Member
Kerry FrazierBoard Member
Keyes WheelerBoard Member
Kimberly ArdBoard Member
Lee WilkesBoard Member
Missy KirvenBoard Member
Pat SaveranceBoard Member
Paul BarrettBoard Member
Ricky DavisBoard Member
Eric AthonenBorad Member
Zan TomlinsonChariman
Revenue and Support

Revenue Composition

Contributions and Grants
$12,115
Program Service Revenue
$1,734,162
Investment Income
$547
Other Revenue
$75,367
All Other Contributions
$11,115
Change in Net Assets
$-47,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,179,824
Other Expenses$688,839
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$978,223$51,485-$1,029,708
Occupancy$194,574--$194,574
Depreciation Depletion$87,198--$87,198
Payroll Taxes$79,303$4,174-$83,477
All Other Expenses$68,225$3,591-$71,816
Current Officers, Directors, Trustees, and Key Employees-$63,494-$63,494
Insurance$42,955$2,261-$45,216
Other Expenses$32,681$1,720-$34,401
Office Expenses$15,012$790-$15,802
Travel$11,669$614-$12,283
Advertising$10,646$560-$11,206
Information Technology$9,432$496-$9,928
Conferences and Meetings$5,297$279-$5,576
Other Employee Benefits$2,988$157-$3,145
Fees for Services Accounting$1,853$97-$1,950
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$1,730,000$139,663$0$1,869,663
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accured Salaries$94,074
Payroll Liabilities$10,098
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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

Governance Explanations

Member election for additional members Part VI line 7A

“Annually six parents are nominated by the parents of the school and a nominating committee. Of these six, three individuals are elected by the parents to serve a four year term.”

Form 990 governing body review Part VI line 11

“The form 990 is made available for review by board members in the board meeting prior to the signing and filing of the form. In addition, the board members are made aware that the form is filed in the school office and avaiable for additional review upon request.”

Conflict of interest policy compliance Part VI line 12C

“The head of school is responsible for any potential conflicts of interest between the school and any staff or board member. Any conflicts of interest that arise are immediately communicated to the board so that appropriate action may take place.”

CEO executive director top management comp Part VI line 15A

“The compensation of the headmaster of Robert E Lee Academy, Inc. is reviewed and approved by the Board of Directors.”

Other officer or key employee compensation Part VI line 15B

“Annually the head of school is evaluated by the board of directors. His compensation is set by the board based on the results of the evaluation.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents including policies and procedures are available to the public in the organizations office. They are also available per the organizations website. The organizations financial statements and form 990 are maintained in the head of schools office and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Robert E Lee Academy Inc
EIN
57-0478027
Address
630 COUSAR ST, Bishopville, SC 29010

Signing Officer

Name
Maria Watson
Title
Headmaster
Phone
8034845532
Signed
2019-09-30
Discuss with paid preparer
No

Organization Details

Principal Officer
Zan Tomlinson
Formed
1965
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
70

Preparer

Firm
Midland Financial Services LLC
Address
618A Bultman Drive, Sumter, SC 29150
Preparer
Richard A Overstreet
Phone
8037757341
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0547
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0547
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01027257
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01224931
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01171413
IRS990/LandBldgEquipCostOrOtherBssAmt02198670
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Robert E. Lee Academys mission is to provide quality private education for students from grades K-3 through senior year of high school.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01913116
IRS990/NetAssetsOrFundBalancesEOYAmt01879421
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt044895
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt044895
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0194574
IRS990/OccupancyGrp/TotalAmt0194574
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0790
IRS990/OfficeExpensesGrp/ProgramServicesAmt015012
IRS990/OfficeExpensesGrp/TotalAmt015802
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0157
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02988
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03145
IRS990/OtherExpensesGrp/Desc0BOOSTER CLUB
IRS990/OtherExpensesGrp/Desc1ATHLETICS-OFFICIALS BANQUET
IRS990/OtherExpensesGrp/Desc2ACTIVITY FUND
IRS990/OtherExpensesGrp/Desc3INSTRUCTION EXP & CONT ED
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01336
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15294
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23315
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31720
IRS990/OtherExpensesGrp/ProgramServicesAmt025388
IRS990/OtherExpensesGrp/ProgramServicesAmt1100579
IRS990/OtherExpensesGrp/ProgramServicesAmt262977
IRS990/OtherExpensesGrp/ProgramServicesAmt332681
IRS990/OtherExpensesGrp/TotalAmt026724
IRS990/OtherExpensesGrp/TotalAmt1105873
IRS990/OtherExpensesGrp/TotalAmt266292
IRS990/OtherExpensesGrp/TotalAmt334401
IRS990/OtherLiabilitiesGrp/BOYAmt0109299
IRS990/OtherLiabilitiesGrp/EOYAmt0104172
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/Desc1Technology Fee
IRS990/OtherRevenueMiscGrp/Desc2Cell Phone Fee
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05655
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt124807
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05655
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt124807
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210
IRS990/OtherRevenueTotalAmt030472
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051485
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0978223
IRS990/OtherSalariesAndWagesGrp/TotalAmt01029708
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04174
IRS990/PayrollTaxesGrp/ProgramServicesAmt079303
IRS990/PayrollTaxesGrp/TotalAmt083477
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ZAN TOMLINSON
IRS990/PriorPeriodAdjustmentsAmt013777
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0Tuition & Service Reven
IRS990/ProgramServiceRevenueGrp/Desc1Associated Programs
IRS990/ProgramServiceRevenueGrp/Desc2Athletic Programs
IRS990/ProgramServiceRevenueGrp/Desc3Student Actitity Prog
IRS990/ProgramServiceRevenueGrp/Desc4Sales of Programs & Ads
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01399753
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128398
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt267876
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt374643
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt431324
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01399753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt267876
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt374643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt431324
IRS990/ProgSrvcAccomActy2Grp/Desc0ACTIVITY FUND - PROVIDES STUDENTS THE EDUCATIONAL EXPERIENCE OF PARTICIPATING IN ORGANIZATIONS SUCH AS SCHOOL GOVERNMENT, YEARBOOK, AND BETA CLUB, APPROXIMATELY 225 PARTICIPANTS. SEE SCHEDULE O
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0188944
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0173843
IRS990/ProgSrvcAccomActy3Grp/Desc0REMAINING PROGRAMS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt074522
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt083275
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08223
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt0598
IRS990/PYOtherExpensesAmt0650806
IRS990/PYOtherRevenueAmt076881
IRS990/PYProgramServiceRevenueAmt01687182
IRS990/PYRevenuesLessExpensesAmt0-41592
IRS990/PYSalariesCompEmpBnftPaidAmt01161670
IRS990/PYTotalExpensesAmt01814476
IRS990/PYTotalRevenueAmt01772884
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-47472
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01552958
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0383115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0389125
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt058741
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0147000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0205741
IRS990ScheduleD/EquipmentGrp/BookValueAmt067240
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0259311
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0326551
IRS990ScheduleD/LandGrp/BookValueAmt096052
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt096052
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0943558
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0474327
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01417885
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05822
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0146619
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0152441
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt094074
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCURED SALARIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01171413
IRS990ScheduleD/TotalLiabilityAmt0104172
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUALLY SIX PARENTS ARE NOMINATED BY THE PARENTS OF THE SCHOOL AND A NOMINATING COMMITTEE. OF THESE SIX, THREE INDIVIDUALS ARE ELECTED BY THE PARENTS TO SERVE A FOUR YEAR TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY BOARD MEMBERS IN THE BOARD MEETING PRIOR TO THE SIGNING AND FILING OF THE FORM. IN ADDITION, THE BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS FILED IN THE SCHOOL OFFICE AND AVAIABLE FOR ADDITIONAL REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEAD OF SCHOOL IS RESPONSIBLE FOR ANY POTENTIAL CONFLICTS OF INTEREST BETWEEN THE SCHOOL AND ANY STAFF OR BOARD MEMBER. ANY CONFLICTS OF INTEREST THAT ARISE ARE IMMEDIATELY COMMUNICATED TO THE BOARD SO THAT APPROPRIATE ACTION MAY TAKE PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The compensation of the headmaster of Robert E Lee Academy, Inc. is reviewed and approved by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE HEAD OF SCHOOL IS EVALUATED BY THE BOARD OF DIRECTORS. HIS COMPENSATION IS SET BY THE BOARD BASED ON THE RESULTS OF THE EVALUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS INCLUDING POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC IN THE ORGANIZATIONS OFFICE. THEY ARE ALSO AVAILABLE PER THE ORGANIZATIONS WEBSITE. THE ORGANIZATIONS FINANCIAL STATEMENTS AND FORM 990 ARE MAINTAINED IN THE HEAD OF SCHOOLS OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,028,440
Liabilities
$149,019
Net assets
$1,879,421
Revenue
$1,822,191
Expenses
$1,869,663
Net income
-$47,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.44$1.95$2.86$2.90$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.41$2.10$2.79$2.67$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.33$2.00$2.86$2.97$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.34$2.13$2.58$2.44$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.25$1.90$2.21$2.08$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.38$1.83$1.71$1.80$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.15$1.88$1.82$1.87$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.16$1.91$1.77$1.81$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.28$1.75$2.17$1.74$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.17$1.42$1.87$1.83$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.22$1.33$2.26$1.65$0.61
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.32$0.77$1.79$1.76$0.04
2013Summary only. Only limited summary data is available for this year.$1.09$0.36$0.74$1.73$1.73$0.01
2012Summary only. Only limited summary data is available for this year.$1.13$0.40$0.73$1.88$1.98$0.09
2011Summary only. Only limited summary data is available for this year.$1.22$0.39$0.82$2.04$2.21$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.41$0.99$2.20