Civic Intelligence

Alee Academy Inc.

990 • Fiscal year 2020 • EIN 59-3579794

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileWWW.ALEEACADEMY.ORG
1705 E Cr 44AEustis, FL 32726

(352) 669-5515

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.20x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.19x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-7.9%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

4th percentile

-24%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

4.3%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$1,459,527

Down $453,250 (-24%) from 2019

Net Assets

Down

$1,161,899

Down $375,070 (-24%) from 2019

Liabilities

Down

$297,628

Down $78,180 (-21%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin25th percentile

Revenue

Up

$1,553,898

Up $63,374 (+4.3%) from 2019

Expenses

Down

$1,676,855

Down $68,935 (-3.9%) from 2019

Net Income

Up

-$122,957

Up $132,309 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,294,176Liabilities 2011: $1,350,959Net Assets 2011: $943,2172011Assets 2012: $2,354,347Liabilities 2012: $1,204,481Net Assets 2012: $1,149,8662012Assets 2013: $2,126,872Liabilities 2013: $1,215,473Net Assets 2013: $911,3992013Assets 2014: $2,109,879Liabilities 2014: $1,050,291Net Assets 2014: $1,059,5882014Assets 2015: $2,250,782Liabilities 2015: $862,965Net Assets 2015: $1,387,8172015Assets 2016: $2,254,464Liabilities 2016: $642,577Net Assets 2016: $1,611,8872016Assets 2017: $2,050,772Liabilities 2017: $397,348Net Assets 2017: $1,653,4242017Assets 2018: $1,793,312Liabilities 2018: $1,077Net Assets 2018: $1,792,2352018Assets 2019: $1,912,777Liabilities 2019: $375,808Net Assets 2019: $1,536,9692019Assets 2020: $1,459,527Liabilities 2020: $297,628Net Assets 2020: $1,161,8992020Assets 2021: $1,366,613Liabilities 2021: $213,668Net Assets 2021: $1,152,9452021Assets 2022: $1,289,838Liabilities 2022: $135,755Net Assets 2022: $1,154,0832022Assets 2023: $1,152,870Liabilities 2023: $108,311Net Assets 2023: $1,044,5592023Assets 2024: $1,845,428Liabilities 2024: $145,053Net Assets 2024: $1,700,3752024

Highlighted filing

2020

Assets$1,459,527
Liabilities$297,628
Net Assets$1,161,899
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,076,409Expenses 2011: $2,095,724Net Income 2011: -$19,3152011Revenue 2012: $1,809,279Expenses 2012: $1,690,191Net Income 2012: $119,0882012Revenue 2013: $1,393,617Expenses 2013: $1,671,256Net Income 2013: -$277,6392013Revenue 2014: $1,752,867Expenses 2014: $1,608,932Net Income 2014: $143,9352014Revenue 2015: $2,037,371Expenses 2015: $1,708,037Net Income 2015: $329,3342015Revenue 2016: $1,918,672Expenses 2016: $1,696,213Net Income 2016: $222,4592016Revenue 2017: $1,933,829Expenses 2017: $1,788,452Net Income 2017: $145,3772017Revenue 2018: $1,777,085Expenses 2018: $1,759,357Net Income 2018: $17,7282018Revenue 2019: $1,490,524Expenses 2019: $1,745,790Net Income 2019: -$255,2662019Revenue 2020: $1,553,898Expenses 2020: $1,676,855Net Income 2020: -$122,9572020Revenue 2021: $1,509,043Expenses 2021: $1,539,248Net Income 2021: -$30,2052021Revenue 2022: $1,583,388Expenses 2022: $1,555,388Net Income 2022: $28,0002022Revenue 2023: $1,485,617Expenses 2023: $1,595,141Net Income 2023: -$109,5242023Revenue 2024: $2,061,863Expenses 2024: $1,736,378Net Income 2024: $325,4852024

Highlighted filing

2020

Revenue$1,553,898
Expenses$1,676,855
Net Income-$122,957
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.1
Gross Receipts
$1,553,898
Mission and Program Overview

Mission

Charter school - to teach youth who are at risk of dropping out of conventional schools or who have already dropped out of school.

Charter school - to teach youth who are at risk of dropping out of conventional schools or who have alrady dropped out of school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,702,015$1,324,464▼ $377,551
Pd in Cap Srpls Land Bldg Eqp Fund$1,536,618$1,281,286▼ $255,332
Cash and Non-Interest-Bearing Accounts$54,844$68,927▲ $14,083
Savings and Temporary Cash Investments$134,665$44,883▼ $89,782
Intangible Assets$21,253$21,253→ $0
Cap Stk Tr Prin Current Funds$351$351→ $0
Rtn Earn Endowment Incm Other Fnds-$-119,738-
Total Assets$1,912,777$1,459,527▼ $453,250
Liabilities
Other Liabilities$375,395$295,855▼ $79,540
Accounts Payable and Accrued Expenses$413$1,773▲ $1,360
Total Liabilities$375,808$297,628▼ $78,180
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,536,969$1,161,899▼ $375,070
Total Liabilities and Net Assets / Fund Balance$1,912,777$1,459,527▼ $453,250

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,015,752$631,342-
Land$351,561--
Equipment$-42,849$1,017,898-
Leasehold Improvements-$8,877-
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Rachel HoltzclawVice President
Belita GrasselDirector
Chloe Bonds-wormackDirector
Isaac DeasDirector
Jennings NeeldDirector
Robin AustinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,553,679
Program Service Revenue
$0
Investment Income
$219
Other Revenue
$0
All Other Contributions
$2,654
Change in Net Assets
$-122,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,206,543
Other Expenses$470,312
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$671,146$287,282-$958,428
Other Employee Benefits$135,639$30,254-$165,893
All Other Expenses$134,483$28,725-$163,208
Depreciation Depletion-$132,650-$132,650
Payroll Taxes$48,092$23,409-$71,501
Occupancy$50,373$5,596-$55,969
Insurance$37,526$4,169-$41,695
Interest$19,115--$19,115
Fees for Services Accounting-$13,200-$13,200
Pension Plan Contributions$9,978$743-$10,721
Other Expenses$3,076--$3,076
Office Expenses$1,776$197-$1,973
Total Functional Expenses$1,150,630$526,225$0$1,676,855
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
Bus Loans$295,855
Governance and Compliance

Governance Checklist

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

Governance Explanations

Governing body decisions Part VI line 7B

“All decisions by the board are public. Any appeal of these decisions can be made by the public to the board.”

Committee meeting documentation Part VI line 8B

“Records of committee meeting available upon public request”

Form 990 governing body review Part VI line 11

“County school board reviews charter school records.”

Governing documents etc available to public Part VI line 19

“Documents available upon public records request”

Filing and Contact Details

Filer

Filer Name
Alee Academy Inc
EIN
59-3579794
Address
1705 E CR 44A, Eustis, FL 32726

Signing Officer

Name
Rachel Holtzclaw
Title
Officer
Phone
3526695515
Signed
2021-05-17
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
32

Preparer

Firm
Hartman Hartman & Obrien Pa
Address
537 N UMATILLA BLVD, Umatilla, FL 32784
Preparer
William K Obrien
Phone
3526695515
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/ExplanationTxt0ALL DECISIONS BY THE BOARD ARE PUBLIC. ANY APPEAL OF THESE DECISIONS CAN BE MADE BY THE PUBLIC TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECORDS OF COMMITTEE MEETING AVAILABLE UPON PUBLIC REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNTY SCHOOL BOARD REVIEWS CHARTER SCHOOL RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON PUBLIC RECORDS REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01912777
IRS990/TotalAssetsEOYAmt01459527
IRS990/TotalAssetsGrp/BOYAmt01912777
IRS990/TotalAssetsGrp/EOYAmt01459527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01553679
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0526225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01150630
IRS990/TotalFunctionalExpensesGrp/TotalAmt01676855
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0375808
IRS990/TotalLiabilitiesEOYAmt0297628
IRS990/TotalLiabilitiesGrp/BOYAmt0375808
IRS990/TotalLiabilitiesGrp/EOYAmt0297628
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01536969
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01161899
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01150630
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01553898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01912777
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01459527
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL HOLTZCLAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03526695515
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEE ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0ALEE
ReturnHeader/Filer/EIN0593579794
ReturnHeader/Filer/USAddress/AddressLine1Txt01705 E CR 44A
ReturnHeader/Filer/USAddress/CityNm0Eustis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032726
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592410381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTMAN HARTMAN & OBRIEN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0537 N UMATILLA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Umatilla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032784
ReturnHeader/PreparerPersonGrp/PhoneNum03526695515
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM K OBRIEN
ReturnHeader/ReturnTs02021-05-18T16:24:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,459,527
Liabilities
$297,628
Net assets
$1,161,899
Revenue
$1,553,898
Expenses
$1,676,855
Net income
-$122,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.15$1.70$2.06$1.74$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.11$1.04$1.49$1.60$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.14$1.15$1.58$1.56$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.21$1.15$1.51$1.54$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.30$1.16$1.55$1.68$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.38$1.54$1.49$1.75$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.78$1.76$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.40$1.65$1.93$1.79$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.64$1.61$1.92$1.70$0.22
2015Summary only. Only limited summary data is available for this year.$2.25$0.86$1.39$2.04$1.71$0.33
2014Summary only. Only limited summary data is available for this year.$2.11$1.05$1.06$1.75$1.61$0.14
2013Summary only. Only limited summary data is available for this year.$2.13$1.22$0.91$1.39$1.67$0.28
2012Summary only. Only limited summary data is available for this year.$2.35$1.20$1.15$1.81$1.69$0.12
2011Summary only. Only limited summary data is available for this year.$2.29$1.35$0.94$2.08$2.10$0.02