2024-04-18T15:39:36-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2022-07-01 800780625 SMITH ACADEMY FOR EXCELLENCE SMIT 5172033716 2125 UNIVERSITY PARK DRIVE OKEMOS MI 48864 MELINDA BENKOVSKY CHIEF FINANCIAL OFFICER 5172033716 2024-04-18 1 MELINDA BENKOVSKY 999009999 1 ANDREW SMITH CPA P01518894 3096714500 2024-04-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELINDA BENKOVSKY 2125 UNIVERSITY PARK DRIVE OKEMOS MI 48864 1603933 0 X WWW.FWSAFE.COM X 2012 IN THE MISSION OF THE ACADEMY IS BASED ON A HOLISTIC APPROACH TO EDUCATION. ACADEMIC RIGOR IS CRITICAL AND IS BOLSTERED BY CHARACTER EDUCATION AND SERVICE LEARNING AS WELL AS COLLEGE PREPARATION. THE ACADEMY COLLABORATES WITH FAMILIES, COMMUNITY PARTNERS AND INSTITUTIONS OF HIGHER EDUCATION AS WE FULFILL OUR MISSION. 5 4 0 0 0 0 1296389 1599684 1554 4249 2276 0 0 0 1300219 1603933 0 0 0 0 0 0 0 0 0 1001901 1176007 1001901 1176007 298318 427926 801258 1249293 58964 79073 742294 1170220 X THE MISSION OF THE ACADEMY IS BASED ON A HOLISTIC APPROACH TO EDUCATION. ACADEMIC RIGOR IS CRITICAL AND IS BOLSTERED BY CHARACTER EDUCATION AND SERVICE LEARNING AS WELL AS COLLEGE PREPARATION. THE ACADEMY COLLABORATES WITH FAMILIES, COMMUNITY PARTNERS AND INSTITUTIONS OF HIGHER EDUCATION AS WE FULFILL OUR MISSION. 0 0 516425 4249 EDUCATIONAL EQUITY FOR AT-RISK STUDENTS IN FORT WAYNE, INDIANA AND VICINITY. 516425 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X MELINDA BENKOVSKY 5172033716 2125 UNIVERSITY PARK DRIVE OKEMOS MI 48864 X YUL CRAIG MARTIN PRESIDENT 0.25 X X 0 0 0 DR ROGER W RINGENBERG VICE-PRESIDENT 0.25 X X 0 0 0 REMOUND W WRIGHT II SECRETARY/TREASURER 0.25 X X 0 0 0 JOHN DORTCH TRUSTEE 0.25 X 0 0 0 CAMERON SMITH TRUSTEE 0.25 X 0 0 0 MELINDA BENKOVSKY CHIEF FINANCIAL OFFICER 2.50 X 0 0 0 COREY SMITH SCHOOL LEADER 47.50 X 0 0 0 0 0 0 0 0 0 0 THE LEONA GROUP 2125 UNIVERSITY PARK DRIVE OKEMOS MI 48864 MANAGEMENT AND STAFFING SERVICES 823220 ELEVATUS ARCHITECTURE 111 E WAYNE ST 555 FT WAYNE IN 46802 ARCHITECTURE SERVICES 338900 2 1064025 535659 55367 1599684 STUDENT FEES 611710 4249 4249 4249 1603933 4249 0 0 X 53823 53823 762874 430289 332585 60429 47157 13272 85008 85008 9165 9165 29387 29387 REPAIRS AND MAINTENANCE 62351 62351 ACADEMIC SERVICES 56398 56398 FOOD COSTS 38979 38979 AUTHORIZER OVERSIGHT FE 17199 17199 394 394 1176007 516425 659582 0 432244 250719 83135 47561 97435 407893 5500 6441 754190 217511 182944 536679 801258 1249293 52529 57669 6435 21404 58964 79073 X 529602 482424 212692 687796 742294 1170220 801258 1249293 427926 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34000 34000 35000 35000 3800 3800 0 222948 213711 9237 458442 458442 536679 X 1603933 0 1603933 0 1603933 1176007 0 1176007 0 1176007 PART X, LINE 2: THE ACADEMY HAS RECEIVED A DETERMINATION FROM THE U.S. TREASURY DEPARTMENT STATING THAT IT QUALIFIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A TAX-EXEMPT ORGANIZATION; HOWEVER, THE ACADEMY WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS TAX-EXEMPT PURPOSE. FOR THE YEAR ENDED JUNE 30, 2023, NO ACCOUNTING FOR FEDERAL AND STATE INCOME TAXES WAS REQUIRED TO BE INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WHEN ADVERTISEMENTS ARE PLACED IN LOCAL NEWSPAPERS OR THROUGH BROADCAST MEDIA TO SOLICIT NEW STUDENTS IT IS STATED THAT THE ACADEMY DOES NOT DISCRIMINATE IN ANY WAY. SCHEDULE E, PART I, LINE 6 THE ACADEMY RECEIVES STATE FUNDING AND FEDERAL FUNDS UNDER VARIOUS EDUCATIONAL PROGRAMS ADMINISTERED BY THE INDIANA DEPARTMENT OF EDUCATION. X FURNITURE 154 53010 COST X OFFICE SUPPLIES 37 2357 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 COREY SMITH IS THE SCHOOL LEADER AND CO FOUNDER FOR SMITH ACADEMY FOR EXCELLENCE AND HIS BROTHER CAMERON SMITH IS PART OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 3 THE LEONA GROUP MANAGES THE ACADEMY'S OPERATIONS FORM 990, PART VI, SECTION B, LINE 11B THE STAF ACCOUNTANT AND CHIEF FINANCIAL OFFICER REVIEW THE FINAL FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C STATEMENTS OF ASSURANCES ARE SIGNED AT THE ANNUAL ORGANIZATIONAL MEETING. IF A CONFLIC OF INTEREST AROSE THAT DIRECTOR WOULD NOT PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 8,706. MANAGEMENT AND GENERAL EXPENSES 44,610. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,316. STAFFING SERVICES: PROGRAM SERVICE EXPENSES 421,583. MANAGEMENT AND GENERAL EXPENSES 287,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 709,558. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR.