Civic Intelligence

Liza Jackson Preparatory School

990 • Fiscal year 2018 • EIN 59-3670866

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

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

96th percentile

1.36x

Higher debt load relative to assets than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.50x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

27th percentile

$67,938

Higher top officer pay than 27% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

62nd percentile

5.2%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

5.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$2,649,004

Up $130,187 (+5.2%) from 2017

Net Assets

Up

-$966,148

Up $87,121 (+8.3%) from 2017

Liabilities

Up

$3,615,152

Up $43,066 (+1.2%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin44th percentile

Revenue

Up

$7,238,770

Up $343,709 (+5.0%) from 2017

Expenses

Up

$7,151,649

Up $144,656 (+2.1%) from 2017

Net Income

Up

$87,121

Up $199,053 (+178%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2018

Assets$2,649,004
Liabilities$3,615,152
Net Assets-$966,148
Open 2018 Filing

Operations Trend

Revenue Growth53rd 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

2018

Revenue$7,238,770
Expenses$7,151,649
Net Income$87,121
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$7,238,770
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$694,117$1,004,972▲ $310,855
Land, Buildings, and Equipment, Net$365,782$338,558▼ $27,224
Prepaid Expenses and Deferred Charges-$71,451-
Accounts Receivable$30,004$27,049▼ $2,955
Total Assets$2,518,817$2,649,004▲ $130,187
Other Assets Total$1,428,914$1,206,974▼ $221,940
Liabilities
Other Liabilities$3,453,227$3,492,245▲ $39,018
Accounts Payable and Accrued Expenses$118,859$122,907▲ $4,048
Total Liabilities$3,572,086$3,615,152▲ $43,066
Net Assets / Fund Balance
Temporarily Rstr Net Assets$365,784$338,560▼ $27,224
Unrestricted Net Assets$-1,419,053$-1,304,708▲ $114,345
Total Net Assets Fund Balance$-1,053,269$-966,148▲ $87,121
Total Liabilities and Net Assets / Fund Balance$2,518,817$2,649,004▲ $130,187

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$155,284$379,792$535,076
Equipment$13,245$294,807$308,052
Buildings$140,831$24,853$165,684
Other Land Buildings$29,198$95,636$124,834
Other Assets Org$45,500--
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nicola T RobertsCEOPT$67,938$67,938

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
$6,710,710
Program Service Revenue
$479,891
Investment Income
$0
Other Revenue
$48,169
All Other Contributions
$30,150
Change in Net Assets
$87,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,238,770
Total Revenue per Audited Statements
$7,238,770
Total Revenue per Form 990
$7,238,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,107,072
Other Expenses$2,044,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,998,966$617,160-$3,616,126
Occupancy-$1,123,769-$1,123,769
Pension Plan Contributions$433,598$63,230-$496,828
Other Employee Benefits$312,965$66,718-$379,683
Current Officers, Directors, Trustees, and Key Employees$186,198$133,564-$319,762
Payroll Taxes$241,041$53,632-$294,673
Insurance$17,701$53,313-$71,014
Fees for Services Other$20,490$39,992-$60,482
Other Expenses$38,432$17,484-$55,916
Depreciation Depletion$10,453$43,689-$54,142
Office Expenses-$28,010-$28,010
All Other Expenses$13,479$8,087-$21,566
Information Technology-$17,544-$17,544
Fees for Services Accounting-$9,500-$9,500
Travel$266$1,336-$1,602
Total Functional Expenses$4,813,493$2,338,156$0$7,151,649

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,151,649
Total Expenses per Audited Statements$7,151,649
Total Expenses per Form 990$7,151,649
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,519
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearbook/school$13,569$13,569-$13,569
Other Fundraisi$8,906$8,906-$8,906
Total Events$22,475$22,475-$22,475
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$3,326,048
Deferred Rent Expense$166,197
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 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 in
EIN
59-3670866
Phone
8775850356
Address
546 MARY ESTHER BLVD SUITE 1, FORT WALTON BEACH, FL 32548

Signing Officer

Name
Joan Henderson
Title
Chairperson
Phone
8775850356
Signed
2019-05-13
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
176
Volunteers
340

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 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 judgement. The school believes that all its tax psitions 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.”

Raw XML AppendixShowing 400 of 414 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0118859
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0122907
IRS990/AccountsReceivableGrp/BOYAmt030004
IRS990/AccountsReceivableGrp/EOYAmt027049
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ESTABLISH AND OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITES
IRS990/AllOtherContributionsAmt030150
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08087
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013479
IRS990/AllOtherExpensesGrp/TotalAmt021566
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JULIE WALKER
IRS990/BooksInCareOfDetail/PhoneNum08508333321
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0546 MARY ESTHER BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT WALTON BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032548
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0694117
IRS990/CashNonInterestBearingGrp/EOYAmt01004972
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0133564
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0186198
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0319762
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06710710
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt02044577
IRS990/CYOtherRevenueAmt048169
IRS990/CYProgramServiceRevenueAmt0479891
IRS990/CYRevenuesLessExpensesAmt087121
IRS990/CYSalariesCompEmpBnftPaidAmt05107072
IRS990/CYTotalExpensesAmt07151649
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07238770
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt043689
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010453
IRS990/DepreciationDepletionGrp/TotalAmt054142
IRS990/Desc0OPERATION OF NOT-FOR-PROFIT CHARTER SCHOOL AND RELATED ACTIVITIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0176
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04813493
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09500
IRS990/FeesForServicesAccountingGrp/TotalAmt09500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt039992
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt020490
IRS990/FeesForServicesOtherGrp/TotalAmt060482
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt520.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOAN HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY GUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY SEMENOV
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNETTE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA BOLES
IRS990/Form990PartVIISectionAGrp/PersonNm5NICOLA T ROBERTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt567938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt033519
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt06680560
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07238770
IRS990/GrossRentsGrp/RealAmt014650
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017544
IRS990/InformationTechnologyGrp/TotalAmt017544
IRS990/InsuranceGrp/ManagementAndGeneralAmt053313
IRS990/InsuranceGrp/ProgramServicesAmt017701
IRS990/InsuranceGrp/TotalAmt071014
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0795088
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0365782
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0338558
IRS990/LandBldgEquipCostOrOtherBssAmt01133646
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ESTABLISH AND OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-1053269
IRS990/NetAssetsOrFundBalancesEOYAmt0-966148
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt033519
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014650
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014650
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01123769
IRS990/OccupancyGrp/TotalAmt01123769
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028010
IRS990/OfficeExpensesGrp/TotalAmt028010
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01428914
IRS990/OtherAssetsTotalGrp/EOYAmt01206974
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt066718
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0312965
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0379683
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1FF&E
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt041393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt317484
IRS990/OtherExpensesGrp/ProgramServicesAmt0382655
IRS990/OtherExpensesGrp/ProgramServicesAmt1102181
IRS990/OtherExpensesGrp/ProgramServicesAmt255068
IRS990/OtherExpensesGrp/ProgramServicesAmt338432
IRS990/OtherExpensesGrp/TotalAmt0424048
IRS990/OtherExpensesGrp/TotalAmt1120341
IRS990/OtherExpensesGrp/TotalAmt256643
IRS990/OtherExpensesGrp/TotalAmt355916
IRS990/OtherLiabilitiesGrp/BOYAmt03453227
IRS990/OtherLiabilitiesGrp/EOYAmt03492245
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0617160
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02998966
IRS990/OtherSalariesAndWagesGrp/TotalAmt03616126
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053632
IRS990/PayrollTaxesGrp/ProgramServicesAmt0241041
IRS990/PayrollTaxesGrp/TotalAmt0294673
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt063230
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0433598
IRS990/PensionPlanContributionsGrp/TotalAmt0496828
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071451
IRS990/PrincipalOfficerNm0JOAN HENDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0288975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1190916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0288975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1190916
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06409154
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0180
IRS990/PYOtherExpensesAmt01928106
IRS990/PYOtherRevenueAmt039983
IRS990/PYProgramServiceRevenueAmt0445744
IRS990/PYRevenuesLessExpensesAmt0-111932
IRS990/PYSalariesCompEmpBnftPaidAmt05078887
IRS990/PYTotalExpensesAmt07006993
IRS990/PYTotalRevenueAmt06895061
IRS990/ReconcilationRevenueExpnssAmt087121
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014650
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0479891
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0140831
IRS990ScheduleD/BuildingsGrp/DepreciationAmt024853
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0165684
IRS990ScheduleD/EquipmentGrp/BookValueAmt013245
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0294807
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0308052
IRS990ScheduleD/ExpensesSubtotalAmt07151649
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0155284
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0379792
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0535076
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01161474
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt145500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NET DEFERRED OUTFLOW/INFLOW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029198
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt095636
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0124834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03326048
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1166197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED RENT EXPENSE
IRS990ScheduleD/RevenueSubtotalAmt07238770
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 JUDGEMENT. THE SCHOOL BELIEVES THAT ALL ITS TAX PSITIONS 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/TotalBookValueLandBuildingsAmt0338558
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01206974
IRS990ScheduleD/TotalExpensesPerForm990Amt07151649
IRS990ScheduleD/TotalLiabilityAmt03492245
IRS990ScheduleD/TotalRevenuePerForm990Amt07238770
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07238770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07151649
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/GrossReceiptsEvent1Amt013569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022475
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022475
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/BOYAmt0365784
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0338560
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02518817
IRS990/TotalAssetsEOYAmt02649004
IRS990/TotalAssetsGrp/BOYAmt02518817
IRS990/TotalAssetsGrp/EOYAmt02649004
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06710710
IRS990/TotalEmployeeCnt0176
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02338156
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04813493
IRS990/TotalFunctionalExpensesGrp/TotalAmt07151649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03572086
IRS990/TotalLiabilitiesEOYAmt03615152
IRS990/TotalLiabilitiesGrp/BOYAmt03572086
IRS990/TotalLiabilitiesGrp/EOYAmt03615152
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1053269
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-966148
IRS990/TotalProgramServiceExpensesAmt04813493
IRS990/TotalProgramServiceRevenueAmt0479891
IRS990/TotalReportableCompFromOrgAmt067938
IRS990/TotalRevenueGrp/ExclusionAmt014650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0479891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07238770
IRS990/TotalVolunteersCnt0340
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02518817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02649004
IRS990/TravelGrp/ManagementAndGeneralAmt01336
IRS990/TravelGrp/ProgramServicesAmt0266
IRS990/TravelGrp/TotalAmt01602
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1419053
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1304708
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08775850356
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIZA JACKSON PREPARATORY SCHOOL IN
ReturnHeader/Filer/BusinessNameControlTxt0LIZA
ReturnHeader/Filer/EIN0593670866
ReturnHeader/Filer/PhoneNum08775850356
ReturnHeader/Filer/USAddress/AddressLine1Txt0546 MARY ESTHER BLVD SUITE 1
ReturnHeader/Filer/USAddress/CityNm0FORT WALTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032548
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId070FB5A23663076FDE8B9A7C995D4633C8171F185
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F52938784FC2A0A1B725F87C3C205C4933C2E3E8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:55:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471601171

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,649,004
Liabilities
$3,615,152
Net assets
-$966,148
Revenue
$7,238,770
Expenses
$7,151,649
Net income
$87,121
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
2018Detailed filing. Detailed filing data is available for this year.$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