Totals
- Total revenue
- $57,011,984
- Total expenses
- $55,454,831
- Contributions and grants received
- $11,892,308
- Grants paid
- $0
- Program service revenue
- $44,682,272
- Investment income
- $94,792
- Other revenue
- $342,612
- Total assets, end of year
- $54,281,215
- Total liabilities, end of year
- $42,856,667
- Net assets or fund balances, end of year
- $11,424,548
- Program services expenses (Part IX)
- $45,421,912
- Management and general expenses
- $10,032,919
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $45,421,912
Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$207,360
-
1e · Government grants (contributions)
$11,524,697
-
1f · All other contributions, gifts and grants
$160,251
-
2a · Program service revenue: PER PUPIL FEES
total $43,397,082 · related or exempt $43,397,082
-
2b · Program service revenue: PRE-K FEES
total $764,477 · related or exempt $764,477
-
2c · Program service revenue: STUDENT ACTIVITIES
total $370,880 · related or exempt $370,880
-
2d · Program service revenue: TRANSPORTATION
total $149,833 · related or exempt $149,833
-
3 · Investment income
total $94,792 · excluded $94,792
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $342,612 · related or exempt $342,612
-
11e · Other revenue, total
$342,612
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $2,280,251 · program services $1,869,806 · management and general $410,445
-
7 · Other salaries and wages
total $24,493,781 · program services $20,084,900 · management and general $4,408,881
-
8 · Pension plan contributions
total $3,733,260 · program services $3,061,273 · management and general $671,987
-
9 · Other employee benefits
total $7,519,389 · program services $6,165,899 · management and general $1,353,490
-
10 · Payroll taxes
total $2,092,757 · program services $1,716,061 · management and general $376,696
-
11b · Fees: legal
total $125,294 · program services $62,647 · management and general $62,647
-
11c · Fees: accounting
total $201,587 · program services $165,301 · management and general $36,286
-
11g · Fees: other
total $4,687,370 · program services $3,843,643 · management and general $843,727
-
12 · Advertising and promotion
total $116,470 · program services $95,505 · management and general $20,965
-
13 · Office expenses
total $1,165,536 · program services $955,740 · management and general $209,796
-
16 · Occupancy
total $1,433,854 · program services $1,175,760 · management and general $258,094
-
17 · Travel
total $304,276 · program services $249,506 · management and general $54,770
-
20 · Interest
total $352,927 · program services $289,400 · management and general $63,527
-
22 · Depreciation, depletion and amortization
total $1,870,795 · program services $1,534,052 · management and general $336,743
-
23 · Insurance
total $643,161 · program services $527,392 · management and general $115,769
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $1,609,262 · program services $1,319,595 · management and general $289,667
-
24b · Other expenses: ENERGY SERVICES
total $1,177,536 · program services $965,580 · management and general $211,956
-
24c · Other expenses: CAPITAL OUTLAY & REMODE
total $578,039 · program services $473,992 · management and general $104,047
-
24d · Other expenses: DUES & FEES
total $349,894 · program services $286,913 · management and general $62,981
-
24e · All other expenses
total $719,392 · program services $578,947 · management and general $140,445
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $19,747,282 · end of year $15,458,512
-
2 · Savings and temporary cash investments
beginning of year $3,420,597 · end of year $3,192,038
-
4 · Accounts receivable
beginning of year $2,172,320 · end of year $1,247,694
-
9 · Prepaid expenses and deferred charges
beginning of year $19,239 · end of year $313,863
-
10a · Land, buildings and equipment: cost or other basis
$34,213,132
-
10b · Land, buildings and equipment: accumulated depreciation
$9,094,161
-
10c · Land, buildings and equipment, net
beginning of year $20,270,573 · end of year $25,118,971
-
15 · Other assets
beginning of year $9,364,968 · end of year $8,950,137
-
17 · Accounts payable and accrued expenses
beginning of year $3,822,947 · end of year $1,033,079
-
19 · Deferred revenue
beginning of year $12,767 · end of year $12,767
-
23 · Secured mortgages and notes payable
beginning of year $11,396,255 · end of year $10,343,552
-
25 · Other liabilities
beginning of year $30,470,119 · end of year $31,467,269
-
27 · Net assets without donor restrictions
beginning of year $1,249,896 · end of year $4,149,410
-
28 · Net assets with donor restrictions
beginning of year $8,042,995 · end of year $7,275,138
Mission and programs · 2024
Mission
TO BRING THE BEST OF PUBLIC EDUCATION TO OUR COMMUNITY BY PROVIDING INNOVATION AND CHOICE WITHIN A CONTINUOUS PRE-SCHOOL THROUGH POST SECONDARY CURRICULUM SO THAT EACH CHILD RECOGNIZES THE BENEFITS OF LIFE-LONG LEARNING, CONSTRUCTIVE CITIZENSHIP AND PERSONAL HAPPINESS.
Activities or mission (Part I)
PROVIDE A COORDINATED, SEEMLESS SYSTEM FOR KINDERGARTEN THROUGH POST-SECONDARY INSTITUTIONS.
-
THE CURRICULUM WILL INCLUDE A CHOICE OF CAREER PATHS AND OTHER EDUCATIONAL OPPORTUNITIES THAT BENEFIT FROM PARTNERSHIPS WITH LOCAL BUSINESSES PROVIDING SUPPORT AND MENTORING. THE SCHOOLS SERVED AN AVERAGE OF 4,981 STUDENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2025.
Expenses $45,421,912 · Revenue $45,024,884
As filed on the 2024 return.
Listed in Part VII
-
Alricky De Shaun SmithALRICKY DE SHAUN SMITH
ASSISTANT SUPERINTENDENT
- Total calculated
- $216,682
- From this org
- $169,521
- From related orgs
- $47,161
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,521
- Bonus
- $0
- Other
- $0 + $47,161 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $169,521 + $47,161 related
-
Marie M Cherrington-GrayMARIE M CHERRINGTON-GRAY
BOARD SECRETARY
- Total calculated
- $96,434
- From this org
- $70,767
- From related orgs
- $25,667
- Other
- $0
- Hours/week
- 40
-
Michael FloodMICHAEL FLOOD
TRUSTEE/TEACHER REP
- Total calculated
- $94,498
- From this org
- $69,463
- From related orgs
- $25,035
- Other
- $0
- Hours/week
- 2
-
Jaime WinfreeJAIME WINFREE
TRUSTEE/TEACHER REP
- Total calculated
- $92,200
- From this org
- $67,827
- From related orgs
- $24,373
- Other
- $0
- Hours/week
- 2
-
Lori HuttoLORI HUTTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Andrew BlairANDREW BLAIR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tonya StewartTONYA STEWART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brian MarbuttBRIAN MARBUTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lynn JohnsonLYNN JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas McKeonTHOMAS MCKEON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gail QuamGAIL QUAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rafael UnzuetaRAFAEL UNZUETA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Anna C BarcenasANNA C BARCENAS
PRINCIPAL
- Total calculated
- $143,366
- From this org
- $109,308
- From related orgs
- $34,058
- Other
- $0
- Hours/week
- 40
-
Kim M GriffithsKIM M GRIFFITHS
PRINCIPAL
- Total calculated
- $127,950
- From this org
- $105,108
- From related orgs
- $22,842
- Other
- $0
- Hours/week
- 40
-
Anuj SaranANUJ SARAN
PRINCIPAL
- Total calculated
- $196,195
- From this org
- $152,928
- From related orgs
- $43,267
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,928
- Bonus
- $0
- Other
- $0 + $43,267 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $152,928 + $43,267 related
-
Toyaleta SpeedTOYALETA SPEED
PRINCIPAL
- Total calculated
- $122,255
- From this org
- $92,107
- From related orgs
- $30,148
- Other
- $0
- Hours/week
- 40
-
Rebecca ThomasREBECCA THOMAS
PRINCIPAL
- Total calculated
- $141,110
- From this org
- $107,240
- From related orgs
- $33,870
- Other
- $0
- Hours/week
- 40
-
Elizabeth H TylerELIZABETH H TYLER
PRINCIPAL
- Total calculated
- $153,534
- From this org
- $117,402
- From related orgs
- $36,132
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $117,402
- Bonus
- $0
- Other
- $0 + $36,132 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $117,402 + $36,132 related
-
Jasmine J AnsleyJASMINE J ANSLEY
ASSISTANT PRINCIPAL
- Total calculated
- $130,163
- From this org
- $99,471
- From related orgs
- $30,692
- Other
- $0
- Hours/week
- 40
-
April M BarnhardtAPRIL M BARNHARDT
PRINCIPAL
- Total calculated
- $141,522
- From this org
- $107,401
- From related orgs
- $34,121
- Other
- $0
- Hours/week
- 40
-
Jennifer BarrowJENNIFER BARROW
DIRECTOR
- Total calculated
- $161,856
- From this org
- $116,437
- From related orgs
- $45,419
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,437
- Bonus
- $0
- Other
- $0 + $45,419 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $116,437 + $45,419 related
-
Angela R HeywardANGELA R HEYWARD
DIRECTOR FEDERAL PROGRAMS
- Total calculated
- $132,673
- From this org
- $100,077
- From related orgs
- $32,596
- Other
- $0
- Hours/week
- 40
-
Jason S ShickJASON S SHICK
ASSISTANT PRINCIPAL
- Total calculated
- $130,649
- From this org
- $98,966
- From related orgs
- $31,683
- Other
- $0
- Hours/week
- 40
-
Wayne V RodolfichWAYNE V RODOLFICH
FORMER SUPERINTENDENT
- Total calculated
- $175,737
- From this org
- $140,524
- From related orgs
- $35,213
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,524
- Bonus
- $0
- Other
- $0 + $35,213 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $140,524 + $35,213 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LAKE WALES CHARTER SCHOOL FOUNDATION INC
501(C)(3) · SUPPORTING THE LAKE WALES CHARTER SCHOOLS, INC. · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601359349310010
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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