2025-11-12T10:08:27-06:00 2025-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2024-07-01 830608910 THE ACADEMY AT GLENGARY INC ACAD 9419219936 1819 GLENGARY STREET SARASOTA FL 34231 STEVEN MEIER TREASURER 9419219936 2025-11-06 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z JOAN GEYER 1819 GLENGARY STREET SARASOTA FL 34231 1829284 0 X WWW.ACADEMYSRQ.ORG X 2018 FL THE ACADEMY AT GLENGARY, INC., OPERATES TWO LOCATIONS, ACADEMY AT BRADENTON AND ACADEMY AT GLENGARY, OFFERS AN ACCREDITED PROGRAM OF CLUBHOUSE INTERNATIONAL, AND IS PART OF A WORLDWIDE NETWORK OF REHABILITATION FACILITIES THAT PROVIDES VOCATIONAL AND PSYCHOSOCIAL REHABILITATION TO ADULTS, 18 YEARS AND OLDER, LIVING WITH MENTAL ILLNESSES. CLIENTS, CORRECTLY REFERRED TO AS "MEMBERS" ARE PROVIDED WITH OPPORTUNITIES FOR WELLNESS, SOCIALIZATION, COMMUNITY REINTEGRATION, VOCATIONAL TRAINING, EDUCATION AND EMPLOYMENT IN A CARING AND SUPPORTIVE ENVIRONMENT - SO THEY CAN PARTICIPATE FULLY AS VALUED AND PRODUCTIVE MEMBERS OF SOCIETY. 9 9 19 10 0 0 1096733 720232 941680 1018474 66078 52298 -53571 -44530 2050920 1746474 0 2000 0 0 1015923 1091885 17388 20575 20575 749897 750796 1783208 1865256 267712 -118782 2673312 2535853 157246 137732 2516066 2398121 CREATE A WORKING COMMUNITY WHERE ADULTS CAN IMPROVE MENTAL HEALTH THROUGH FRIENDSHIP, HEALTHY LIFESTYLES, SKILL DEVELOPMENT AND CAREERS. 0 0 1719840 2000 977257 JOB READINESS SKILL TRAINING: MEMBERS CAN CHOOSE FROM A WIDE RANGE OF VOCATIONAL TRAINING AREAS, INCLUDING CULINARY ARTS, HOSPITALITY, PHONE RECEPTION, TECHNOLOGY, CUSTOMER SERVICE, ACCOUNTING, MULTIMEDIA AND GRAPHIC DESIGN.EMPLOYMENT PLACEMENT: MEMBERS HAVE THE OPPORTUNITY TO ENGAGE IN TRANSITIONAL, SUPPORTED AND INDEPENDENT EMPLOYMENT OPPORTUNITIES.SOCIALIZATION/CULTURAL ACTIVITIES: MEMBERS ARE OFFERED OPPORTUNITIES FOR FRIENDSHIP AND SOCIALIZATION OUTSIDE THE NORMAL WORKDAY ON SELECT EVENINGS, WEEKENDS AND EVERY MAJOR HOLIDAY. 1719840 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X STEVEN MEIER 9419219936 1819 GLENGARY STREET SARASOTA FL 34231 WILLIAM MCKEEVER EXECUTIVE DIRECTOR 40.00 X 117710 0 9605 JONATHAN BERG DIRECTOR 1.00 X 0 0 0 RASHELLE CROFUT DIRECTOR 1.00 X 0 0 0 MICHELE GRIMES DIRECTOR 1.00 X 0 0 0 PAUL HENNEKES DIRECTOR 1.00 X 0 0 0 MELISSA CROWLEY DIRECTOR 1.00 X 0 0 0 MATTHEW THOMAS DIRECTOR 1.00 X 0 0 0 ROSEMARY STACK VICE PRESIDENT/SECRETARY 1.00 X X 0 0 0 STEVEN MEIER TREASURER 1.00 X X 0 0 0 JOAN S GEYER PRESIDENT/CHAIR 1.00 X X 0 0 0 117710 0 9605 1 0 0 0 0 319032 401200 720232 CFBHN 624310 852468 852468 MANATEE COUNTY CONTRAC 624310 137654 137654 DEPT OF EDUCATION(DVR) 624310 28250 28250 SOCIAL ACTIVITIES 624310 72 72 MEMBER SERVICES 624310 30 30 1018474 52746 52746 3455 3903 -448 -448 -448 0 319032 12233 -12233 -12233 25457 66674 -41217 -41217 ENERGY EFFICENCY REBAT 900099 8920 8920 8920 1746474 977257 0 48985 2000 2000 140967 112774 28193 755408 720932 34476 10597 9871 726 117043 110324 6719 67870 63223 4647 39426 35940 3486 20000 18000 2000 20575 20575 18226 15946 2280 1570 1570 39913 39913 59320 58188 1132 122688 110419 12269 27444 27444 179650 167350 12300 68593 61734 6859 REPAIRS AND MAINTENANCE 77978 70225 7753 PROGRAM EXPENSE 26290 26290 CELLPHONE 10349 9314 1035 DUES, SUBSCRIPTIONS & F 6851 6166 685 52498 52217 281 1865256 1719840 124841 20575 693923 635361 125589 104740 5380 27034 1543785 775230 848030 768555 1000017 997399 373 2764 2673312 2535853 157246 137732 157246 137732 X 2196066 2244803 320000 153318 2516066 2398121 2673312 2535853 -118782 837 0 X X 0 1 X 1 1 1 X 587513 820430 1082424 1096733 720232 4307332 587513 820430 1082424 1096733 720232 4307332 885747 3421585 74 211 28415 57088 52746 138534 60 31 8920 9011 4454877 4798324 0.76810 0.76660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 20000 0 0 20000 0 PART II-B, LINE 1: THE ROLE OF THE LOBBYIST HAS BEEN TO WORK WITH OUR LOCAL AND STATE ELECTED OFFICIALS TO RAISE AWARENESS OF THE ACADEMY, ITS PROGRAMS, AND ITS IMPACT ON THE LOCAL COMMUNITY. THROUGH MEETINGS WITH VARIOUS ELECTED OFFICIALS, THE LOBBYIST MAINTAINS COMMUNICATIONS WITH LEGISLATORS ABOUT THE ACADEMY'S PROJECTS AND PRIORITIES. 631638 207494 424144 799456 507299 292157 112691 60437 52254 768555 X 2166185 837 352200 353037 1813148 -66674 -66674 1746474 2284130 352200 66674 418874 1865256 0 1865256 PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE ACADEMY HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -66,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 66,674. X X X 1 LESLIE WESTON 144 STONEBRIDGE WAY BERLIN CT 06037 GRANTS AND RESARCH 0 244296 20575 223721 244296 20575 223721 HOLIDAY CAMPAIGN 2024 38490 38490 TELETHON 2024 77949 77949 970 3 202592 202592 6158 800 4305 319031 319031 6158 800 5275 12233 -12233 FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS ASSIST WITH TUTORING, TRANSPORTATION, ON-THE-JOB TRAINING, COMMUNITY EVENTS, AND EVENING AND WEEKEND PROGRAMMING. FORM 990, PART VI, SECTION A, LINE 2 JOAN S. GEYER AND MELISSA CROWLEY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990 IS REVIEWED BY THE PRESIDENT, SECRETARY AND TREASURER PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE CORPORATION'S BOARD OF DIRECTORS. THE CORPORATION'S BOARD OF DIRECTORS MAY DELEGATE ITS AUTHORITY UNDER THIS CONFLICT OF INTEREST POLICY TO A COMMITTEE IN ACCORDANCE WITH THE CORPORATION'S BYLAWS. EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE OF THE ORGANIZATION WITH POWERS DELEGATED TO IT BY THE BOARD OF DIRECTORS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY; THAT THEY HAVE READ AND UNDERSTAND IT; AND THAT THEY AGREE TO COMPLY. FORM 990, PART VI, SECTION B, LINE 15 PERIODIC REVIEWS ARE CONDUCTED TO ENSURE THAT COMPENSATION ARRANGEMENTS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S-LENGTH BARGAINING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE WERE NO CHANGES TO THE AUDIT PROCESS FROM THE PRIOR YEAR.