Totals
- Total revenue
- $6,880,386
- Total expenses
- $6,391,548
- Contributions and grants received
- $4,018,638
- Grants paid
- $2,519,887
- Program service revenue
- $2,877,220
- Investment income
- $25,008
- Other revenue
- -$40,480
- Total assets, end of year
- $9,524,054
- Total liabilities, end of year
- $1,599,628
- Net assets or fund balances, end of year
- $7,924,426
- Program services expenses (Part IX)
- $5,497,339
- Management and general expenses
- $442,042
- Fundraising expenses
- $452,167
- Program service expenses (Part III)
- $5,497,339
Program services were 86.0% 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.
-
1c · Fundraising events
$848,768
-
1f · All other contributions, gifts and grants
$3,169,870
-
2a · Program service revenue: TUITION INCOME
total $2,877,220 · related or exempt $2,877,220
-
3 · Investment income
total $25,008 · excluded $25,008
-
6a · Gross rents
real property $36,000
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $36,000
-
6d · Net rental income or loss
total $36,000 · excluded $36,000
-
8a · Fundraising events: gross income
$17,150
-
8a · Fundraising events: contributions included on line 1c
$848,768
-
8b · Fundraising events: direct expenses
$99,654
-
8c · Net income from fundraising events
total -$82,504 · excluded -$82,504
-
11a · Other revenue: OTHER
total $6,024 · excluded $6,024
-
11e · Other revenue, total
$6,024
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $2,519,887 · program services $2,519,887
-
5 · Compensation of officers, directors and key employees
total $163,224 · program services $32,837 · management and general $53,658 · fundraising $76,729
-
7 · Other salaries and wages
total $2,067,613 · program services $1,711,465 · management and general $141,523 · fundraising $214,625
-
9 · Other employee benefits
total $68,014 · program services $53,168 · management and general $5,955 · fundraising $8,891
-
10 · Payroll taxes
total $175,732 · program services $136,973 · management and general $15,524 · fundraising $23,235
-
11b · Fees: legal
total $3,691 · management and general $3,691
-
11c · Fees: accounting
total $22,820 · management and general $22,820
-
11g · Fees: other
total $87,637 · program services $45,633 · management and general $42,004
-
12 · Advertising and promotion
total $31,939 · fundraising $31,939
-
13 · Office expenses
total $39,613 · program services $20,644 · management and general $2,312 · fundraising $16,657
-
16 · Occupancy
total $341,237 · program services $266,754 · management and general $29,876 · fundraising $44,607
-
22 · Depreciation, depletion and amortization
total $215,084 · program services $168,132 · management and general $18,841 · fundraising $28,111
-
23 · Insurance
total $47,268 · program services $36,950 · management and general $4,139 · fundraising $6,179
-
24a · Other expenses: LUNCH AND SNACKS
total $292,047 · program services $292,047
-
24b · Other expenses: ENRICHMENT PROGRAMS
total $104,291 · program services $104,291
-
24c · Other expenses: BAD DEBT
total $68,916 · management and general $68,916
-
24d · Other expenses: CLASSROOM SUPPLIES
total $62,477 · program services $62,477
-
24e · All other expenses
total $80,058 · program services $46,081 · management and general $32,783 · fundraising $1,194
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $570,646 · end of year $793,456
-
2 · Savings and temporary cash investments
beginning of year $1,140,794 · end of year $795,458
-
3 · Pledges and grants receivable
beginning of year $3,372,954 · end of year $3,938,151
-
4 · Accounts receivable
beginning of year $10,327 · end of year $22,753
-
9 · Prepaid expenses and deferred charges
beginning of year $35,423 · end of year $40,242
-
10a · Land, buildings and equipment: cost or other basis
$3,658,629
-
10b · Land, buildings and equipment: accumulated depreciation
$774,605
-
10c · Land, buildings and equipment, net
beginning of year $1,332,086 · end of year $2,884,024
-
12 · Investments: other securities
end of year $38,617
-
15 · Other assets
beginning of year $1,255,779 · end of year $1,011,353
-
17 · Accounts payable and accrued expenses
beginning of year $307,098 · end of year $568,951
-
19 · Deferred revenue
beginning of year $19,101 · end of year $23,342
-
25 · Other liabilities
beginning of year $1,250,930 · end of year $1,007,335
-
27 · Net assets without donor restrictions
beginning of year $2,485,035 · end of year $3,792,066
-
28 · Net assets with donor restrictions
beginning of year $3,655,845 · end of year $4,132,360
Mission and programs · 2023
Mission
ADAM J. LEWIS ACADEMY TRANSFORMS THE LIFE TRAJECTORIES OF UNDERSERVED CHILDREN IN BRIDGEPORT, CT. OUR MISSION IS TO PROVIDE AN ENRICHING, NURTURING, HIGH-QUALITY ELEMENTARY EXPERIENCE, WHICH WILL SET THE CHILDREN ON A PATH OF SUCCESS IN SCHOOL AND IN LIFE.
Activities or mission (Part I)
SEE SCHEDULE O FOR SUMMARYADAM J. LEWIS ACADEMY TRANSFORMS THE LIFE TRAJECTORIES OF UNDERSERVED CHILDREN IN BRIDGEPORT, CT. OUR MISSION IS TO PROVIDE AN ENRICHING, NURTURING, HIGH-QUALITY ELEMENTARY EXPERIENCE, WHICH WILL SET THE CHILDREN ON A PATH OF SUCCESS IN SCHOOL AND IN LIFE.
-
THE ORGANIZATION OPERATES AN INDEPENDENT CO-EDUCATIONAL DAY SCHOOL LOCATED IN DOWNTOWN BRIDGEPORT, CONNECTICUT - A COMMUNITY FACED WITH DEEP-SEATED CHALLENGES AND LIMITED EDUCATIONAL OPPORTUNITIES. THE SCHOOL ORIGINALLY OPENED AS A PRESCHOOL INSPIRING HOPE IN YOUNG LEARNERS AND THEIR FAMILIES. THE SCHOOL PROVIDES AN ENRICHED EXPERIENCE DURING THE CRITICALLY IMPORTANT EARLY YEARS TO TRANSFORM THE LIFE TRAJECTORIES OF UNDERSERVED CHILDREN.THE ACADEMY CURRENTLY PROVIDES PRESCHOOL, KINDERGARTEN, AND FIRST THROUGH FIFTH GRADE CLASSES WITH PLANS TO EXPAND THROUGH EIGHTH GRADE BY 2027.
Expenses $5,497,339 · Grants $2,519,887 · Revenue $2,877,220
As filed on the 2023 return.
Listed in Part VII
-
Patricia D LewisPATRICIA D LEWIS
FOUNDER & HEAD OF SCHOOL
- Total calculated
- $72,500
- From this org
- $72,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Julie MombelloJULIE MOMBELLO
CO-FOUNDER & DIRECTOR
- Total calculated
- $56,969
- From this org
- $43,745
- From related orgs
- $0
- Other
- $13,224
- Hours/week
- 40
-
Kimberly WalinKIMBERLY WALIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
David McGrathDAVID MCGRATH
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John MunroJOHN MUNRO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John G DuffyJOHN G DUFFY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tricia VanacoreTRICIA VANACORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian ConnellBRIAN CONNELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris GriffinCHRIS GRIFFIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dawn KreitlerDAWN KREITLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Catherine DavisCATHERINE DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Anthony AllottANTHONY ALLOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim CretellaJIM CRETELLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dwayne Smith PhDDWAYNE SMITH PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim ConroyJIM CONROY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Anne JugeANNE JUGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443129349301814
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