Nonprofit · EIN 06-1667879
LAKE WALES CHARTER SCHOOLS
Tax-exempt · LAKE WALES, FL 33859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $57,011,984 | $55,454,831 | $1,557,153 | $54,281,215 | $42,856,667 | $11,424,548 |
| June 30, 2024 | 990 | $59,232,094 | $60,955,272 | -$1,723,178 | $54,994,979 | $45,702,088 | $9,292,891 |
| June 30, 2023 | 990 | $56,865,523 | $54,726,221 | $2,139,302 | $50,570,470 | $39,653,477 | $10,916,993 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,892,308
- of which government grants
- $11,524,697
- Program service revenue
- $44,682,272
- Investment income
- $94,792
- Other revenue
- $342,612
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,280,251
- Other salaries and wages
- $24,493,781
- Salaries, compensation and benefits (total)
- $40,119,438
- Professional fundraising fees
- $0
- Legal fees
- $125,294
- Accounting fees
- $201,587
- Occupancy
- $1,433,854
- Travel
- $304,276
- Depreciation
- $1,870,795
- Program services (functional)
- $45,421,912
- Management and general (functional)
- $10,032,919
Balance sheet and other
- Total assets, start of year
- $54,994,979
- Total assets, end of year
- $54,281,215
- Total liabilities, end of year
- $42,856,667
- Net assets, end of year
- $11,424,548
- Land, buildings and equipment
- $25,118,971
- Net assets without donor restrictions
- $4,149,410
- Net assets with donor restrictions
- $7,275,138
- Gross receipts
- $57,011,984
- Employees
- 737
- Volunteers
- 760
- Year formed
- 2002
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ALRICKY DE SHAUN SMITH | ASSISTANT SUPERINTENDENT Trustee or director, Officer | 40 | $169,521 | $47,161 |
| ANUJ SARAN | PRINCIPAL Officer | 40 | $152,928 | $43,267 |
| WAYNE V RODOLFICH | FORMER SUPERINTENDENT Former | 40 | $140,524 | $35,213 |
| JENNIFER BARROW | DIRECTOR Highest-paid employee | 40 | $116,437 | $45,419 |
| ELIZABETH H TYLER | PRINCIPAL Officer | 40 | $117,402 | $36,132 |
| ANNA C BARCENAS | PRINCIPAL Officer | 40 | $109,308 | $34,058 |
| APRIL M BARNHARDT | PRINCIPAL Highest-paid employee | 40 | $107,401 | $34,121 |
| REBECCA THOMAS | PRINCIPAL Officer | 40 | $107,240 | $33,870 |
| ANGELA R HEYWARD | DIRECTOR FEDERAL PROGRAMS Highest-paid employee | 40 | $100,077 | $32,596 |
| JASON S SHICK | ASSISTANT PRINCIPAL Highest-paid employee | 40 | $98,966 | $31,683 |
| JASMINE J ANSLEY | ASSISTANT PRINCIPAL Highest-paid employee | 40 | $99,471 | $30,692 |
| KIM M GRIFFITHS | PRINCIPAL Officer | 40 | $105,108 | $22,842 |
| TOYALETA SPEED | PRINCIPAL Officer | 40 | $92,107 | $30,148 |
| MARIE M CHERRINGTON-GRAY | BOARD SECRETARY Trustee or director, Officer | 40 | $70,767 | $25,667 |
| MICHAEL FLOOD | TRUSTEE/TEACHER REP Trustee or director | 2 | $69,463 | $25,035 |
9 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAIME WINFREE | TRUSTEE/TEACHER REP Trustee or director | 2 | $67,827 | $24,373 |
| LORI HUTTO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANDREW BLAIR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TONYA STEWART | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN MARBUTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LYNN JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THOMAS MCKEON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GAIL QUAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAFAEL UNZUETA | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| WAYNE RODOLFICH | SUPERINTENDENT Trustee or director | 40 | $173,314 | $45,207 |
| ALRICKY SMITH | ASST SUPERINTENDENT OF BUSINESS Trustee or director, Officer | 40 | $160,887 | $42,497 |
| ANUJ SARAN | PRINCIPAL Officer | 40 | $136,178 | $38,637 |
| DONNA A DRISDOM | PRINCIPAL Highest-paid employee | 40 | $120,008 | $44,544 |
| JENNIFER BARROW | ESE DIRECTOR Highest-paid employee | 40 | $110,736 | $41,761 |
| ELIZABETH TYLER | PRINCIPAL Officer | 40 | $105,735 | $33,334 |
| NICOLE SEALEY | TRUSTEE Trustee or director, Officer | 40 | $69,653 | $25,518 |
| MARY CHERRINGTON-GRAY | SECRETARY/ EXECUTIVE ASSIS Trustee or director, Officer | 40 | $62,085 | $24,146 |
| MELANIE BURROWS | TRUSTEE Trustee or director, Officer | 40 | $57,729 | $22,112 |
| DANNY GILL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL GERRARD | TRUSTEE Trustee or director, Officer | 2 | $0 | $0 |
| DAVID FISHER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LORI HUTTO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RUSTY INGLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TONYA STEWARD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANDY BLAIR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAFAEL UNZUETA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN MARBUCK | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSIE JACKSON | SUPERINTENDENT Trustee or director | 40 | $157,962 | $14,708 |
| DONNA DUNSON | PRINCIPAL Officer | 40 | $128,997 | $30,165 |
| ANUJ SARAN | ASSISTANT PRINCIPAL Highest-paid employee | 40 | $120,142 | $32,989 |
| DONNA A DRISDOM | PRINCIPAL Highest-paid employee | 40 | $109,666 | $36,484 |
| CHRIS REAMS | ASSISTANT PRINCIPAL Highest-paid employee | 40 | $112,511 | $32,005 |
| ALRICKY SMITH | SUPERINTENDENT OF SCHOOLS Trustee or director, Officer | 40 | $102,999 | $40,243 |
| JENNIFER BARROW | ESE DIRECTOR Highest-paid employee | 40 | $103,709 | $37,954 |
| DAMIEN MOSES | PRINCIPAL Officer | 40 | $111,163 | $23,102 |
| GAIL QUAM | PRINCIPAL Highest-paid employee | 40 | $103,314 | $23,021 |
| MARY CHERRINGTON-GRAY | SECRETARY/ EXECUTIVE ASSIS Trustee or director, Officer | 40 | $52,329 | $20,979 |
| CHAYLA OUTING | TRUSTEE Trustee or director, Officer | 2 | $47,857 | $18,991 |
| MELANIE BURROWS | TRUSTEE Trustee or director, Officer | 2 | $18,113 | $19,195 |
| DANNY GILL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL GERRARD | TRUSTEE Trustee or director, Officer | 2 | $0 | $0 |
| DAVID FISHER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LORI HUTTO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RUSTY INGLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TONYA STEWARD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANDY BLAIR | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3309, LAKE WALES, FL 33859-3309
- Principal officer (990 for 2024)
- ALRICKY SMITH, 130 E CENTRAL AVE, LAKE WALES, FL 33853
- Signed the 990
- ALRICKY SMITH, TREASURER/CFO
- Phone
- (863) 679-6560
- Return prepared by
- BKHM PA
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1667879
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $54,281,215
- Income (IRS master file)
- $57,011,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $57,011,984 | $55,454,831 | $54,281,215 | IRS |
| 990 | June 2024 | $59,232,094 | $60,955,272 | $54,994,979 | XML |
| 990 | June 2023 | $56,865,523 | $54,726,221 | $50,570,470 | XML |
| 990 | June 2022 | $49,848,842 | $45,330,649 | $43,730,165 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1667879).
Questions about LAKE WALES CHARTER SCHOOLS
- What is the EIN of LAKE WALES CHARTER SCHOOLS?
- The employer identification number (EIN) of LAKE WALES CHARTER SCHOOLS is 06-1667879.
- Is LAKE WALES CHARTER SCHOOLS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LAKE WALES CHARTER SCHOOLS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE WALES CHARTER SCHOOLS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKE WALES CHARTER SCHOOLS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE WALES CHARTER SCHOOLS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LAKE WALES CHARTER SCHOOLS?
- The 990 for the year ended June 30, 2025 names ALRICKY SMITH.
- Who are the officers and directors of LAKE WALES CHARTER SCHOOLS?
- The 990 for the year ended June 30, 2025 lists 24 people; 16 received compensation from the organization, the highest $169,521 (ALRICKY DE SHAUN SMITH, ASSISTANT SUPERINTENDENT).
- How much revenue does LAKE WALES CHARTER SCHOOLS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $57,011,984, expenses of $55,454,831 and total assets of $54,281,215 at year end.
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