Civic Intelligence

Liza Jackson Preparatory School

990 • Fiscal year 2017 • EIN 59-3670866

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 12, 2018

Organization ProfileWWW.LIZAJACKSON.ORG
546 Mary Esther Blvd Suite 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

97th percentile

1.42x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.52x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

31st percentile

-1.6%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$65,935

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

94th percentile

70%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$2,518,817

Up $1,033,728 (+70%) from 2016

Net Assets

Down

-$1,053,269

Down $111,932 (-12%) from 2016

Liabilities

Up

$3,572,086

Up $1,145,660 (+47%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin31st percentile

Revenue

Up

$6,895,061

Up $109,831 (+1.6%) from 2016

Expenses

Up

$7,006,993

Up $300,213 (+4.5%) from 2016

Net Income

Down

-$111,932

Down $190,382 (-243%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$2,518,817
Liabilities$3,572,086
Net Assets-$1,053,269
Open 2017 Filing

Operations Trend

Revenue Growth41st 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

2017

Revenue$6,895,061
Expenses$7,006,993
Net Income-$111,932
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 12, 2018
Return Version
2016v3.1
Gross Receipts
$6,895,061
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 activites

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$470,681$694,117▲ $223,436
Land, Buildings, and Equipment, Net$329,219$365,782▲ $36,563
Prepaid Expenses and Deferred Charges$113,972--
Savings and Temporary Cash Investments$51,266--
Accounts Receivable$10,001$30,004▲ $20,003
Other Notes and Loans Receivable, Net$24,492--
Total Assets$1,485,089$2,518,817▲ $1,033,728
Other Assets Total$485,458$1,428,914▲ $943,456
Liabilities
Other Liabilities$2,288,106$3,453,227▲ $1,165,121
Accounts Payable and Accrued Expenses$138,320$118,859▼ $19,461
Total Liabilities$2,426,426$3,572,086▲ $1,145,660
Net Assets / Fund Balance
Temporarily Rstr Net Assets$329,219$365,784▲ $36,565
Unrestricted Net Assets$-1,270,556$-1,419,053▼ $148,497
Total Net Assets Fund Balance$-941,337$-1,053,269▼ $111,932
Total Liabilities and Net Assets / Fund Balance$1,485,089$2,518,817▲ $1,033,728

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$190,658$344,418$535,076
Equipment$19,494$288,558$308,052
Buildings$151,877$13,807$165,684
Other Land Buildings$3,753$89,166$92,919
Other Assets Org$45,500--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nicola T RobertsCEOPT$65,935$65,935

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$6,409,154
Program Service Revenue
$445,744
Investment Income
$180
Other Revenue
$39,983
All Other Contributions
$74,308
Change in Net Assets
$-111,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,895,061
Total Revenue per Audited Statements
$6,895,061
Total Revenue per Form 990
$6,895,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,078,887
Other Expenses$1,928,106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,201,849$413,982-$3,615,831
Occupancy$73,740$1,030,589-$1,104,329
Pension Plan Contributions$412,650$58,324-$470,974
Other Employee Benefits$328,298$59,363-$387,661
Current Officers, Directors, Trustees, and Key Employees$52,410$254,592-$307,002
Payroll Taxes$244,164$53,255-$297,419
Insurance$16,794$56,637-$73,431
Depreciation Depletion$8,208$56,106-$64,314
Other Expenses$56,173$562-$56,735
All Other Expenses$36,391$13,070-$49,461
Fees for Services Other$20,059$20,686-$40,745
Office Expenses-$30,557-$30,557
Information Technology-$17,240-$17,240
Fees for Services Accounting-$15,750-$15,750
Travel$948$67-$1,015
Total Functional Expenses$4,879,543$2,127,450$0$7,006,993

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,006,993
Total Expenses per Audited Statements$7,006,993
Total Expenses per Form 990$7,006,993
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,812
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearbook/school$10,198$10,198-$10,198
Other Fundraisi$9,152$9,152-$9,152
Total Events$19,350$19,350-$19,350
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$3,289,148
Deferred Rent Expense$110,798
Deferred Pension Liability$53,281
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 Inc
EIN
59-3670866
Phone
8775850356
Address
546 MARY ESTHER BLVD SUITE 1, FORT WALTON BEACH, FL 32548

Signing Officer

Name
Nicola T Roberts
Title
CEO
Phone
8775850356
Signed
2018-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Henderson
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
160
Volunteers
350

Preparer

Firm
Mcdonough CPA Solutions Pa
Address
445 W MERRITT AVE, MERRITT ISLAND, FL 32953-4760
Preparer
Heather K Mcdonough CPA
Phone
3214536256
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 applcable 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 judgement. 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 us 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/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113972
IRS990/PrincipalOfficerNm0JOAN HENDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0274692
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1171052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0274692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1171052
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06330788
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0511
IRS990/PYOtherExpensesAmt01879929
IRS990/PYOtherRevenueAmt054942
IRS990/PYProgramServiceRevenueAmt0398989
IRS990/PYRevenuesLessExpensesAmt078450
IRS990/PYSalariesCompEmpBnftPaidAmt04826851
IRS990/PYTotalExpensesAmt06706780
IRS990/PYTotalRevenueAmt06785230
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-111932
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt010171
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0445744
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051266
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/BookValueAmt0151877
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013807
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0165684
IRS990ScheduleD/EquipmentGrp/BookValueAmt019494
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0288558
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0308052
IRS990ScheduleD/ExpensesSubtotalAmt07006993
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0190658
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0344418
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0535076
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01383414
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt145500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NET DEFERRED OUTFLOW/INFLOW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03753
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt089166
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt092919
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03289148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1110798
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt253281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED RENT EXPENSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED PENSION LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt06895061
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLCABLE 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 JUDGEMENT. 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 US 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/TotalBookValueLandBuildingsAmt0365782
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01428914
IRS990ScheduleD/TotalExpensesPerForm990Amt07006993
IRS990ScheduleD/TotalLiabilityAmt03453227
IRS990ScheduleD/TotalRevenuePerForm990Amt06895061
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06895061
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07006993
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 US DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YEARBOOK/SCHOOL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER FUNDRAISI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019350
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019350
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/BOYAmt0329219
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0365784
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01485089
IRS990/TotalAssetsEOYAmt02518817
IRS990/TotalAssetsGrp/BOYAmt01485089
IRS990/TotalAssetsGrp/EOYAmt02518817
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06409154
IRS990/TotalEmployeeCnt0160
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02127450
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04879543
IRS990/TotalFunctionalExpensesGrp/TotalAmt07006993
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02426426
IRS990/TotalLiabilitiesEOYAmt03572086
IRS990/TotalLiabilitiesGrp/BOYAmt02426426
IRS990/TotalLiabilitiesGrp/EOYAmt03572086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-941337
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1053269
IRS990/TotalProgramServiceExpensesAmt04879543
IRS990/TotalProgramServiceRevenueAmt0445744
IRS990/TotalReportableCompFromOrgAmt065935
IRS990/TotalRevenueGrp/ExclusionAmt010351
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0445744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06895061
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01485089
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02518817
IRS990/TravelGrp/ManagementAndGeneralAmt067
IRS990/TravelGrp/ProgramServicesAmt0948
IRS990/TravelGrp/TotalAmt01015
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1270556
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1419053
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0546 MARY ESTHER BLVD SUITE 1
IRS990/USAddress/CityNm0FORT WALTON BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032548
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.LIZAJACKSON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLA T ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08775850356

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,518,817
Liabilities
$3,572,086
Net assets
-$1,053,269
Revenue
$6,895,061
Expenses
$7,006,993
Net income
-$111,932
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
2017Detailed filing. Detailed filing data is available for this year.$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