Civic Intelligence

Liza Jackson Preparatory School

990 • Fiscal year 2020 • EIN 59-3670866

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 21, 2021

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

1.25x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.65x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

34th percentile

-0.8%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

86th percentile

43%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

0.6%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$3,773,438

Up $1,130,794 (+43%) from 2019

Net Assets

Down

-$962,150

Down $59,803 (-6.6%) from 2019

Liabilities

Up

$4,735,588

Up $1,190,597 (+34%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin34th percentile

Revenue

Up

$7,321,172

Up $44,582 (+0.6%) from 2019

Expenses

Up

$7,380,975

Up $168,186 (+2.3%) from 2019

Net Income

Down

-$59,803

Down $123,604 (-194%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2020

Assets$3,773,438
Liabilities$4,735,588
Net Assets-$962,150
Open 2020 Filing

Operations Trend

Revenue Growth47th 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

2020

Revenue$7,321,172
Expenses$7,380,975
Net Income-$59,803
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 21, 2021
Return Version
2019v5.0
Gross Receipts
$7,321,172
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$1,216,706$2,430,863▲ $1,214,157
Land, Buildings, and Equipment, Net$350,459$375,695▲ $25,236
Prepaid Expenses and Deferred Charges$112,796$112,082▼ $714
Accounts Receivable$25,207$5,472▼ $19,735
Total Assets$2,642,644$3,773,438▲ $1,130,794
Other Assets Total$937,476$849,326▼ $88,150
Liabilities
Other Liabilities$3,397,951$3,671,439▲ $273,488
Unsecured Notes Loans Payable-$942,499-
Accounts Payable and Accrued Expenses$147,040$121,650▼ $25,390
Total Liabilities$3,544,991$4,735,588▲ $1,190,597
Net Assets / Fund Balance
Net Assets With Donor Restrictions$338,559$375,697▲ $37,138
Net Assets Without Donor Restrictions$-1,240,906$-1,337,847▼ $96,941
Total Net Assets Fund Balance$-902,347$-962,150▼ $59,803
Total Liabilities and Net Assets / Fund Balance$2,642,644$3,773,438▲ $1,130,794

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$105,912$429,164$535,076
Equipment$34,425$310,131$344,556
Other Land Buildings$116,618$127,153$243,771
Buildings$118,740$46,944$165,684
Other Assets Org$45,500--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Annette LeeChairperson
Joan HendersonBoard Member
Julie JenzenBoard Member
Mary GunterBoard Member
Amy SemenovSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,905,346
Program Service Revenue
$384,094
Investment Income
$8,479
Other Revenue
$23,253
All Other Contributions
$31,612
Change in Net Assets
$-59,803

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,321,172
Total Revenue per Audited Statements
$7,321,172
Total Revenue per Form 990
$7,321,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,445,895
Other Expenses$1,935,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,136,838$674,363-$3,811,201
Occupancy$51,463$1,126,011-$1,177,474
Pension Plan Contributions$627,365$65,457-$692,822
Other Employee Benefits$335,472$111,812-$447,284
Payroll Taxes$241,223$60,008-$301,231
Current Officers, Directors, Trustees, and Key Employees$64,905$128,452-$193,357
Fees for Services Other$53,067$48,628-$101,695
Insurance$39,987$56,472-$96,459
Information Technology$50,885$24,847-$75,732
Depreciation Depletion$23,436$42,368-$65,804
Other Expenses$7,442$11,933-$19,375
Fees for Services Accounting-$9,000-$9,000
Office Expenses$1,263$4,545-$5,808
Travel$1,246$79-$1,325
Advertising$544--$544
Fees for Services Legal-$378-$378
Total Functional Expenses$4,946,277$2,434,698$0$7,380,975

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,380,975
Total Expenses per Audited Statements$7,380,975
Total Expenses per Form 990$7,380,975
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,333
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
Net Pension Liability$3,519,042
Deferred Rent Expense$152,397
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, 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
Annette Lee
Title
Chairperson
Phone
8775850356
Signed
2021-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annette Lee
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
165
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

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Operation of not-for-profit charter school and related activities”

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 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/PrincipalOfficerNm0ANNETTE LEE
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IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0235225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1148869
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0235225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1148869
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPERATION OF NOT-FOR-PROFIT CHARTER SCHOOL AND RELATED ACTIVITIES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt064905
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06754177
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03051
IRS990/PYOtherExpensesAmt01978951
IRS990/PYOtherRevenueAmt041580
IRS990/PYProgramServiceRevenueAmt0477782
IRS990/PYRevenuesLessExpensesAmt063801
IRS990/PYSalariesCompEmpBnftPaidAmt05233838
IRS990/PYTotalExpensesAmt07212789
IRS990/PYTotalRevenueAmt07276590
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-59803
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt010920
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0384094
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/BookValueAmt0118740
IRS990ScheduleD/BuildingsGrp/DepreciationAmt046944
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0165684
IRS990ScheduleD/EquipmentGrp/BookValueAmt034425
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0310131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0344556
IRS990ScheduleD/ExpensesSubtotalAmt07380975
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0105912
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0429164
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0535076
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0803826
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt145500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NET DEFERRED OUTFLOW/INFLOW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0116618
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0127153
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0243771
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03519042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1152397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED RENT EXPENSE
IRS990ScheduleD/RevenueSubtotalAmt07321172
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 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/TotalBookValueLandBuildingsAmt0375695
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0849326
IRS990ScheduleD/TotalExpensesPerForm990Amt07380975
IRS990ScheduleD/TotalLiabilityAmt03671439
IRS990ScheduleD/TotalRevenuePerForm990Amt07321172
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07321172
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07380975
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 AGRICULTURE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATION OF NOT-FOR-PROFIT CHARTER SCHOOL AND RELATED ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL PURCHASES REQUIRE AUTHORIZATION FROM BOTH THE DIRECTOR AND THE CFO, WHICH INCLUDES A REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE SCHOOL ADMINISTRATORS' SALARIES ARE DETERMINED AT HIRING BASED UPON THE SCHOOL DISTRICT SALARY SCHEDULE AT THE TIME THEY WERE HIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SCHOOL CHARTER AGREEMENT IS AVAILABLE ON THE SCHOOL WEBSITE. ALL OTHER GOVERNING DOCUMENTS MAY BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02642644
IRS990/TotalAssetsEOYAmt03773438
IRS990/TotalAssetsGrp/BOYAmt02642644
IRS990/TotalAssetsGrp/EOYAmt03773438
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06905346
IRS990/TotalEmployeeCnt0165
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02434698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04946277
IRS990/TotalFunctionalExpensesGrp/TotalAmt07380975
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03544991
IRS990/TotalLiabilitiesEOYAmt04735588
IRS990/TotalLiabilitiesGrp/BOYAmt03544991
IRS990/TotalLiabilitiesGrp/EOYAmt04735588
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-902347
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-962150
IRS990/TotalOtherProgSrvcExpenseAmt064905
IRS990/TotalProgramServiceExpensesAmt04946277
IRS990/TotalProgramServiceRevenueAmt0384094
IRS990/TotalRevenueGrp/ExclusionAmt019399
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0384094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07321172
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02642644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03773438
IRS990/TravelGrp/ManagementAndGeneralAmt079
IRS990/TravelGrp/ProgramServicesAmt01246
IRS990/TravelGrp/TotalAmt01325
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0942499
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.LIZAJACKSON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08775850356
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
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/PreparerFirmGrp/PreparerFirmEIN0471601171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDONOUGH CPA SOLUTIONS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 W MERRITT AVE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,773,438
Liabilities
$4,735,588
Net assets
-$962,150
Revenue
$7,321,172
Expenses
$7,380,975
Net income
-$59,803
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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