Civic Intelligence

Liza Jackson Preparatory School Inc

EIN 59-3670866 • 501(c)3 • Fort Walton Beach, FL

Profile

To establish and operate a not-for-profit charter school and to conduct educational research, evaluation, and development activities.

1123 Hospital RoadFort Walton Beach, FL 32547

www.lizajackson.org

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

2.29x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

29th percentile

$175,541

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

28th percentile

-0.2%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Revenue Growth

39th percentile

2.9%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$28,265,722

Up $83,064 (+0.3%) from 2024

Liabilities

Down

$26,852,681

Down $399,099 (-1.5%) from 2024

Net Assets

Up

$1,413,041

Up $482,163 (+52%) from 2024

Operations
Liabilities / Revenue88th percentileNet Margin49th percentile

Revenue

Up

$11,702,030

Up $332,486 (+2.9%) from 2024

Expenses

Down

$11,219,358

Down $705,385 (-5.9%) from 2024

Net Income

Up

$482,672

Up $1,037,871 (+187%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $836,275Liabilities 2010: $87,686Net Assets 2010: $748,5892010Assets 2011: $863,266Liabilities 2011: $90,560Net Assets 2011: $772,7062011Assets 2012: $871,472Liabilities 2012: $119,225Net Assets 2012: $752,2472012Assets 2013: $792,888Liabilities 2013: $117,942Net Assets 2013: $674,9462013Assets 2014: $892,296Liabilities 2014: $161,942Net Assets 2014: $730,3542014Assets 2015: $1,624,960Liabilities 2015: $2,644,747Net Assets 2015: -$1,019,7872015Assets 2016: $1,485,089Liabilities 2016: $2,426,426Net Assets 2016: -$941,3372016Assets 2017: $2,518,817Liabilities 2017: $3,572,086Net Assets 2017: -$1,053,2692017Assets 2018: $2,649,004Liabilities 2018: $3,615,152Net Assets 2018: -$966,1482018Assets 2019: $2,642,644Liabilities 2019: $3,544,991Net Assets 2019: -$902,3472019Assets 2020: $3,773,438Liabilities 2020: $4,735,588Net Assets 2020: -$962,1502020Assets 2021: $25,879,945Liabilities 2021: $26,538,619Net Assets 2021: -$658,6742021Assets 2022: $27,394,935Liabilities 2022: $26,513,867Net Assets 2022: $881,0682022Assets 2023: $28,401,778Liabilities 2023: $26,915,676Net Assets 2023: $1,486,1022023Assets 2024: $28,182,658Liabilities 2024: $27,251,780Net Assets 2024: $930,8782024Assets 2025: $28,265,722Liabilities 2025: $26,852,681Net Assets 2025: $1,413,0412025

Highlighted filing

2025

Assets$28,265,722
Liabilities$26,852,681
Net Assets$1,413,041
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,560,4862010Expenses 2011: $5,861,4642011Expenses 2012: $5,587,7212012Revenue 2013: $5,754,228Expenses 2013: $5,831,529Net Income 2013: -$77,3012013Revenue 2014: $6,052,152Expenses 2014: $5,996,744Net Income 2014: $55,4082014Revenue 2015: $6,405,374Expenses 2015: $6,243,839Net Income 2015: $161,5352015Revenue 2016: $6,785,230Expenses 2016: $6,706,780Net Income 2016: $78,4502016Revenue 2017: $6,895,061Expenses 2017: $7,006,993Net Income 2017: -$111,9322017Revenue 2018: $7,238,770Expenses 2018: $7,151,649Net Income 2018: $87,1212018Revenue 2019: $7,276,590Expenses 2019: $7,212,789Net Income 2019: $63,8012019Revenue 2020: $7,321,172Expenses 2020: $7,380,975Net Income 2020: -$59,8032020Revenue 2021: $9,137,620Expenses 2021: $8,834,150Net Income 2021: $303,4702021Revenue 2022: $10,988,958Expenses 2022: $9,449,216Net Income 2022: $1,539,7422022Revenue 2023: $11,043,778Expenses 2023: $10,438,164Net Income 2023: $605,6142023Revenue 2024: $11,369,544Expenses 2024: $11,924,743Net Income 2024: -$555,1992024Revenue 2025: $11,702,030Expenses 2025: $11,219,358Net Income 2025: $482,6722025

Highlighted filing

2025

Revenue$11,702,030
Expenses$11,219,358
Net Income$482,672
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$28,265,722
Liabilities
$26,852,681
Net assets
$1,413,041
Revenue
$11,702,030
Expenses
$11,219,358
Net income
$482,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$26.9$1.41$11.7$11.2$0.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$27.3$0.93$11.4$11.9$0.56
2023Detailed filing. Detailed filing data is available for this year.$28.4$26.9$1.49$11.0$10.4$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$26.5$0.88$11.0$9.45$1.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$26.5$0.66$9.14$8.83$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$4.74$0.96$7.32$7.38$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$3.54$0.90$7.28$7.21$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$3.62$0.97$7.24$7.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$3.57$1.05$6.90$7.01$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.49$2.43$0.94$6.79$6.71$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$2.64$1.02$6.41$6.24$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.16$0.73$6.05$6.00$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.12$0.67$5.75$5.83$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.12$0.75$5.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.09$0.77$5.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.09$0.75$5.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$11,702,030
Mission and Program Overview

Mission

To establish and operate a not-for-profit charter school and to conduct educational research, evaluation, and development activities

To establish and operate a not-for-profit charter school and to conduct educational research, evaluation, and development activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,607,453$18,177,892▼ $429,561
Cash and Non-Interest-Bearing Accounts$4,636,299$5,319,047▲ $682,748
Savings and Temporary Cash Investments$1,710,218$1,735,019▲ $24,801
Accounts Receivable$83,859$25,848▼ $58,011
Total Assets$28,182,658$28,265,722▲ $83,064
Other Assets Total$3,144,829$3,007,916▼ $136,913
Liabilities
Tax Exempt Bond Liabilities$17,180,000$16,945,000▼ $235,000
Other Liabilities$9,850,095$9,634,563▼ $215,532
Accounts Payable and Accrued Expenses$221,685$273,118▲ $51,433
Total Liabilities$27,251,780$26,852,681▼ $399,099
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$485,056$834,592▲ $349,536
Net Assets With Donor Restrictions$445,822$578,449▲ $132,627
Total Net Assets Fund Balance$930,878$1,413,041▲ $482,163
Total Liabilities and Net Assets / Fund Balance$28,182,658$28,265,722▲ $83,064

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,591,994$2,105,940$18,697,934
Equipment$847,865$761,007$1,608,872
Leasehold Improvements$679,624$148,821$828,445
Other Land Buildings$58,409-$58,409
Other Assets Org$65,152--
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise Kay MckinleyPrincipalFT$145,879$29,662$175,541
Nicola T RobertsCEOFT$123,439$18,457$141,896

Board Members and Trustees

NameTitle
Annette LeeChairperson
Amy SemenovBoard Member
Julie JenzenBoard Member
Kate HendersonBoard Member
Mary GunterBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$10,774,816
Program Service Revenue
$739,522
Investment Income
$177,992
Other Revenue
$9,700
All Other Contributions
$119,079
Change in Net Assets
$482,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,702,030
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-509
Total Revenue per Audited Statements
$11,701,521
Total Revenue per Form 990
$11,702,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,501,098
Other Expenses$3,718,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,151,466$218,211-$5,369,677
Occupancy$1,177,276$11,892-$1,189,168
Depreciation Depletion$798,846$8,069-$806,915
Pension Plan Contributions$735,824$46,968-$782,792
Other Employee Benefits$584,545$21,219-$605,764
Fees for Services Other$268,014$292,237-$560,251
Payroll Taxes$397,469$25,370-$422,839
Current Officers, Directors, Trustees, and Key Employees$181,729$138,297-$320,026
Information Technology$191,786$12,242-$204,028
Insurance-$79,170-$79,170
Other Expenses$76,575$9,887-$76,575
All Other Expenses$41,859$7,915-$49,774
Office Expenses-$33,936-$33,936
Fees for Services Accounting-$26,200-$26,200
Travel$17,249--$17,249
Fees for Services Legal-$300-$300
Total Functional Expenses$10,285,414$933,944$0$11,219,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,219,358
Total Expenses per Audited Statements$11,219,358
Total Expenses per Form 990$11,219,358
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
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
Pension Liability$4,847,371
Unamortized Bond Premium$2,358,103
Lease Obligation Liabilities$1,400,848
Net Deferred Outflow/inflow$684,132
Accrued Interest$344,109

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWilmington Trust2020-08-01$17,385,000Construction of educational facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$16,945,000-$235,000$252,751

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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
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

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

“A draft copy of the return is provided to the board for review prior to filing with the irs.”

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

“All purchases require authorization from both the director and the cfo, which includes a review of any potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The school principal's and other administrators' salaries are determined at hiring and is based on the school district salary schedule at the time they are hired. The ceo compensation is determined and approved by the board.”

Form 990, Part VI, Section C, Line 19

“The school charter agreement is available on the school website. The school policy manual, budget and audited financial statements are also available on the website. All other governing documents may be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Liza Jackson Preparatory School Inc
EIN
59-3670866
Phone
8505850356
Address
1123 HOSPITAL ROAD, FORT WALTON BEACH, FL 32547

Signing Officer

Name
Julie Jenzen
Title
Chairperson
Phone
8505850356
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Jenzen
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
200
Volunteers
393

Preparer

Firm
Warren Averett LLC
Address
350 W CEDAR STREET SUITE 400, PENSACOLA, FL 32502
Preparer
Claire C Duren CPA
Phone
8504357400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school is exempt from income taxes under section 501(c)(3) of the internal revenue code and applicable state law. The school recognizes the financial statement effects from a tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position.”

Raw XML AppendixShowing 400 of 510 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/BOYAmt0221685
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0273118
IRS990/AccountsReceivableGrp/BOYAmt083859
IRS990/AccountsReceivableGrp/EOYAmt025848
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ESTABLISH AND OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.
IRS990/AllOtherContributionsAmt0119079
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07915
IRS990/AllOtherExpensesGrp/ProgramServicesAmt041859
IRS990/AllOtherExpensesGrp/TotalAmt049774
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JULIE WALKER
IRS990/BooksInCareOfDetail/PhoneNum08508333321
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01123 HOSPITAL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT WALTON BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032547
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04636299
IRS990/CashNonInterestBearingGrp/EOYAmt05319047
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0320026
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt010774816
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt09700
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IRS990/CYTotalRevenueAmt011702030
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt0798846
IRS990/DepreciationDepletionGrp/TotalAmt0806915
IRS990/Desc0OPERATION OF NOT-FOR-PROFIT CHARTER SCHOOL AND RELATED ACTIVITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0200
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0300
IRS990/FeesForServicesLegalGrp/TotalAmt0300
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0292237
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0268014
IRS990/FeesForServicesOtherGrp/TotalAmt0560251
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/PersonNm0MARY GUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm1KATE HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE JENZEN
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY SEMENOV
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNETTE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm5NICOLA T ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm6DENISE KAY MCKINLEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt05000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt010655737
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt011702030
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt079170
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03015768
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018607453
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018177892
IRS990/LandBldgEquipCostOrOtherBssAmt021193660
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ESTABLISH AND OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0930878
IRS990/NetAssetsOrFundBalancesEOYAmt01413041
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-509
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0485056
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0834592
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011892
IRS990/OccupancyGrp/ProgramServicesAmt01177276
IRS990/OccupancyGrp/TotalAmt01189168
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033936
IRS990/OfficeExpensesGrp/TotalAmt033936
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03144829
IRS990/OtherAssetsTotalGrp/EOYAmt03007916
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021219
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0584545
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0605764
IRS990/OtherExpensesGrp/Desc0LUNCHES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02031
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19887
IRS990/OtherExpensesGrp/ProgramServicesAmt0330404
IRS990/OtherExpensesGrp/ProgramServicesAmt1201023
IRS990/OtherExpensesGrp/ProgramServicesAmt2131349
IRS990/OtherExpensesGrp/ProgramServicesAmt376575
IRS990/OtherExpensesGrp/TotalAmt0330404
IRS990/OtherExpensesGrp/TotalAmt1203054
IRS990/OtherExpensesGrp/TotalAmt2141236
IRS990/OtherExpensesGrp/TotalAmt376575
IRS990/OtherLiabilitiesGrp/BOYAmt09850095
IRS990/OtherLiabilitiesGrp/EOYAmt09634563
IRS990/OtherOrganizationDsc0SCHOOL
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt09700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09700
IRS990/OtherRevenueTotalAmt09700
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0218211
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05151466
IRS990/OtherSalariesAndWagesGrp/TotalAmt05369677
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025370
IRS990/PayrollTaxesGrp/ProgramServicesAmt0397469
IRS990/PayrollTaxesGrp/TotalAmt0422839
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt046968
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0735824
IRS990/PensionPlanContributionsGrp/TotalAmt0782792
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JULIE JENZEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0739522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0739522
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010452312
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0188735
IRS990/PYOtherExpensesAmt03261350
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0728497
IRS990/PYRevenuesLessExpensesAmt0-555199
IRS990/PYSalariesCompEmpBnftPaidAmt08663393
IRS990/PYTotalExpensesAmt011924743
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011369544
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0482672
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0739522
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01710218
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01735019
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/BuildingsGrp/BookValueAmt016591994
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02105940
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018697934
IRS990ScheduleD/EquipmentGrp/BookValueAmt0847865
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0761007
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01608872
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt011219358
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0679624
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0148821
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0828445
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-509
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01330746
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11612018
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt265152
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NET DEFERRED OUTFLOW/INFLOW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM OTHER AGENCIES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058409
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt058409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01400848
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1344109
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24847371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3684132
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt42358103
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE OBLIGATION LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3NET DEFERRED OUTFLOW/INFLOW
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4UNAMORTIZED BOND PREMIUM
IRS990ScheduleD/RevenueNotReportedAmt0-509
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011702030
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE SCHOOL RECOGNIZES THE FINANCIAL STATEMENT EFFECTS FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018177892
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03007916
IRS990ScheduleD/TotalExpensesPerForm990Amt011219358
IRS990ScheduleD/TotalLiabilityAmt09634563
IRS990ScheduleD/TotalRevenuePerForm990Amt011702030
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011701521
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011219358
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/ExplanationTxt0FUNDING IS RECEIVED FROM THE OKLALOOSA COUNTY SCHOOL BOARD, THE FLORIDA DEPARTMENT OF EDUCATION, AND THE US DEPARTMENT OF AGRICULTURE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL IS OPEN TO ALL RESIDENTS OF OKALOOSA COUNTY. IT FALLS UNDER THE SAME ADMISSION STANDARDS AND PUBLICATION OF POLICIES AS OKALOOSA COUNTY PUBLIC SCHOOLS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 6
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0145879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount03731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENISE KAY MCKINLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0175541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02020-08-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0812721934
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt017385000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0WILMINGTON TRUST
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0CONSTRUCTION OF EDUCATIONAL FACILITIES

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