Civic Intelligence

Liza Jackson Preparatory School

990 • Fiscal year 2016 • EIN 59-3670866

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileWWW.LIZAJACKSON.ORG
546 Mary Esther Blvd Ste 1Fort Walton Beach, FL 32548

(877) 585-0356

Siviq Scores

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

Liabilities / Assets

98th percentile

1.63x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

64th percentile

0.36x

Higher debt load relative to revenue than 64% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$57,677

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-8.6%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$1,485,089

Down $139,871 (-8.6%) from 2015

Net Assets

Up

-$941,337

Up $78,450 (+7.7%) from 2015

Liabilities

Down

$2,426,426

Down $218,321 (-8.3%) from 2015

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin46th percentile

Revenue

Up

$6,785,230

Up $379,856 (+5.9%) from 2015

Expenses

Up

$6,706,780

Up $462,941 (+7.4%) from 2015

Net Income

Down

$78,450

Down $83,085 (-51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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

2016

Assets$1,485,089
Liabilities$2,426,426
Net Assets-$941,337
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$6,785,230
Expenses$6,706,780
Net Income$78,450
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$6,785,230
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
Cash and Non-Interest-Bearing Accounts$477,822$470,681▼ $7,141
Land, Buildings, and Equipment, Net$195,329$329,219▲ $133,890
Prepaid Expenses and Deferred Charges$127,148$113,972▼ $13,176
Savings and Temporary Cash Investments$50,755$51,266▲ $511
Other Notes and Loans Receivable, Net$29,858$24,492▼ $5,366
Accounts Receivable$10,323$10,001▼ $322
Total Assets$1,624,960$1,485,089▼ $139,871
Other Assets Total$733,725$485,458▼ $248,267
Liabilities
Other Liabilities$2,477,963$2,288,106▼ $189,857
Accounts Payable and Accrued Expenses$166,784$138,320▼ $28,464
Total Liabilities$2,644,747$2,426,426▼ $218,321
Net Assets / Fund Balance
Temporarily Rstr Net Assets$195,329$329,219▲ $133,890
Unrestricted Net Assets$-1,215,116$-1,270,556▼ $55,440
Total Net Assets Fund Balance$-1,019,787$-941,337▲ $78,450
Total Liabilities and Net Assets / Fund Balance$1,624,960$1,485,089▼ $139,871

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$147,487$293,596$441,083
Equipment$12,241$288,924$301,165
Buildings$162,923$2,761$165,684
Other Land Buildings$6,568$86,350$92,918
Other Assets Org$45,500--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicola T RobertsCEOPT$57,677-$57,677
Mary GunterBoard Member-$48,434$1,421$49,855

Board Members and Trustees

NameTitle
Joan HendersonChairperson
Annette LeeBoard Member
Donna BolesBoard Member
Amy SemenovSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,330,788
Program Service Revenue
$398,989
Investment Income
$511
Other Revenue
$54,942
All Other Contributions
$43,237
Change in Net Assets
$78,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,785,230
Total Revenue per Audited Statements
$6,785,230
Total Revenue per Form 990
$6,785,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,826,851
Other Expenses$1,879,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,039,462$659,800-$3,699,262
Occupancy-$1,053,454-$1,053,454
Other Employee Benefits$282,225$66,564-$348,789
Payroll Taxes$242,586$54,594-$297,180
Pension Plan Contributions$209,774$60,988-$270,762
Current Officers, Directors, Trustees, and Key Employees$173,249$37,609-$210,858
Office Expenses$61,443$96,937-$158,380
Fees for Services Other$81,126$8,534-$89,660
Insurance$14,092$75,530-$89,622
Depreciation Depletion$8,459$45,100-$53,559
Information Technology$33,411$4,412-$37,823
Other Expenses$15,222$15,530-$30,752
Travel$20,885$470-$21,355
All Other Expenses$20,106--$20,106
Fees for Services Accounting-$12,100-$12,100
Total Functional Expenses$4,482,539$2,224,241$0$6,706,780

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,706,780
Total Expenses per Audited Statements$6,706,780
Total Expenses per Form 990$6,706,780
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,099
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Pictures$7,530$7,530-$7,530
Total Events$7,530$7,530-$7,530
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$2,204,775
Deferred Rent Expense$55,399
Due to Agency Fund$27,932
Deferred Inflow-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“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, Page 6, Part VI, Line 15B

“The school administrators' salaries are determined at hiring based upon the school district salary schedule at the time they were hired.”

Form 990, Page 6, Part VI, Line 19

“The school charter agreement is available on the school website. All other governing documents may be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Liza Jackson Preparatory School
EIN
59-3670866
Phone
8775850356
Address
546 MARY ESTHER BLVD STE 1, FORT WALTON BEACH, FL 32548

Signing Officer

Name
Nicola T Roberts
Title
CEO
Phone
8775850356
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Henderson
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
4
Employees
156
Volunteers
350

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940
Preparer
Brian Nemeroff
Phone
3217572020
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“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. Examples of tax positions include the tax-exempt status of the school and various positions related to the potential sources of unrelated business taxable income. The assessment of the technical merits of a tax position is a matter of judgment. The school believes that all its tax positions are more likely than not to be sustained upon examination. The school files form 990 in the u.s. Federal jurisdiction. The school is generally no longer subject to examination by the internal revenue service three years after a return was due or filed.”

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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054594
IRS990/PayrollTaxesGrp/ProgramServicesAmt0242586
IRS990/PayrollTaxesGrp/TotalAmt0297180
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt060988
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0209774
IRS990/PensionPlanContributionsGrp/TotalAmt0270762
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0127148
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0113972
IRS990/PrincipalOfficerNm0JOAN HENDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0245341
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1153648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0245341
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1153648
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06016462
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0755
IRS990/PYOtherExpensesAmt01742712
IRS990/PYOtherRevenueAmt055978
IRS990/PYProgramServiceRevenueAmt0332179
IRS990/PYRevenuesLessExpensesAmt0161535
IRS990/PYSalariesCompEmpBnftPaidAmt04501127
IRS990/PYTotalExpensesAmt06243839
IRS990/PYTotalRevenueAmt06405374
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt078450
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014621
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0398989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050755
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051266
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0162923
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02761
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0165684
IRS990ScheduleD/EquipmentGrp/BookValueAmt012241
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0288924
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0301165
IRS990ScheduleD/ExpensesSubtotalAmt06706780
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0147487
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0293596
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0441083
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0439958
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt145500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NET DEFERRED OUTFLOW/INFLOW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DEFERRED OUTFLOWS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06568
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt086350
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt092918
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02204775
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt155399
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt227932
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED RENT EXPENSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO AGENCY FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED INFLOW
IRS990ScheduleD/RevenueSubtotalAmt06785230
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. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SCHOOL AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE ASSESSMENT OF THE TECHNICAL MERITS OF A TAX POSITION IS A MATTER OF JUDGMENT. THE SCHOOL BELIEVES THAT ALL ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE SCHOOL FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE SCHOOL IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE THREE YEARS AFTER A RETURN WAS DUE OR FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0329219
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0485458
IRS990ScheduleD/TotalExpensesPerForm990Amt06706780
IRS990ScheduleD/TotalLiabilityAmt02288106
IRS990ScheduleD/TotalRevenuePerForm990Amt06785230
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06785230
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06706780
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1FUNDING IS RECEIVED FROM THE OKALOOSA COUNTY SCHOOL BOARD, THE FLORIDA DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL PICTURES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07530
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07530
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL PURCHASES REQUIRE AUTHORIZATION FROM BOTH THE DIRECTOR AND THE CFO, WHICH INCLUDES A REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL ADMINISTRATORS' SALARIES ARE DETERMINED AT HIRING BASED UPON THE SCHOOL DISTRICT SALARY SCHEDULE AT THE TIME THEY WERE HIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL CHARTER AGREEMENT IS AVAILABLE ON THE SCHOOL WEBSITE. ALL OTHER GOVERNING DOCUMENTS MAY BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0195329
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0329219
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01624960
IRS990/TotalAssetsEOYAmt01485089
IRS990/TotalAssetsGrp/BOYAmt01624960
IRS990/TotalAssetsGrp/EOYAmt01485089
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06330788
IRS990/TotalEmployeeCnt0156
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02224241
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04482539
IRS990/TotalFunctionalExpensesGrp/TotalAmt06706780
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02644747
IRS990/TotalLiabilitiesEOYAmt02426426
IRS990/TotalLiabilitiesGrp/BOYAmt02644747
IRS990/TotalLiabilitiesGrp/EOYAmt02426426
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1019787
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-941337
IRS990/TotalOtherCompensationAmt01421
IRS990/TotalProgramServiceExpensesAmt04482539
IRS990/TotalProgramServiceRevenueAmt0398989
IRS990/TotalReportableCompFromOrgAmt0106111
IRS990/TotalRevenueGrp/ExclusionAmt015132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0416211
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06785230
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01624960
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01485089
IRS990/TravelGrp/ManagementAndGeneralAmt0470
IRS990/TravelGrp/ProgramServicesAmt020885
IRS990/TravelGrp/TotalAmt021355
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1215116
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1270556
IRS990/USAddress/AddressLine1Txt0546 MARY ESTHER BLVD SUITE 1
IRS990/USAddress/CityNm0FORT WALTON BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032548
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LIZAJACKSON.ORG

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,485,089
Liabilities
$2,426,426
Net assets
-$941,337
Revenue
$6,785,230
Expenses
$6,706,780
Net income
$78,450
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