Nonprofit · EIN 11-3735254
LAKE WALES CHARTER SCHOOLS FOUNDATION INC
Tax-exempt · LAKE WALES, FL 33853
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990 | $402,558 | $475,921 | -$73,363 | $1,583,188 | $93,614 | $1,489,574 |
| June 30, 2022 | 990 | $592,927 | $538,043 | $54,884 | $1,656,551 | $93,614 | $1,562,937 |
Financial details: 990 for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $350,586
- Program service revenue
- $0
- Investment income
- $51,972
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $474,920
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $475,921
Balance sheet and other
- Total assets, start of year
- $1,656,551
- Total assets, end of year
- $1,583,188
- Total liabilities, end of year
- $93,614
- Net assets, end of year
- $1,489,574
- Land, buildings and equipment
- $168,357
- Publicly traded securities
- $91,084
- Net assets without donor restrictions
- $1,398,993
- Net assets with donor restrictions
- $90,581
- Gross receipts
- $402,558
- Employees
- 0
- Year formed
- 2004
- 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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ALRICKY SMITH | TREASURER Trustee or director, Officer | 5 | $0 | $169,948 |
| DR WAYNE RODOLFICH | SECRETARY Trustee or director, Officer | 5 | $0 | $81,812 |
| MARIE CHERRINGTON-GRAY | RECORDING SE Trustee or director, Officer | 5 | $0 | $60,637 |
| PATRICK CAIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RUTH FREEMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBIN GIBSON | BOARD ATTORN Trustee or director | 2 | $0 | $0 |
| DR THOMAS MCKEON JR | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| KENT LILLY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GREG LITTLETON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THOMAS MCCANCE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MICHELLE OUELLETTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SAM PETERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIOLETA SALUD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KYLE STORY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES TULLY | TRUSTEE Trustee or director | 2 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE UPDIKE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2022: 16 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ALRICKY SMITH | TREASURER Trustee or director, Officer | 5 | $0 | $171,068 |
| MARIE CHERRINGTON-GRAY | RECORDING SE Trustee or director, Officer | 5 | $0 | $55,648 |
| PATRICK CAIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RUTH FREEMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBIN GIBSON | BOARD ATTORN Trustee or director | 5 | $0 | $0 |
| DR THOMAS MCKEON JR | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| KENT LILLY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GREG LITTLETON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THOMAS MCCANCE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MICHELLE OUELLETTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SAM PETERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR WAYNE RODOLFICH | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| VIOLETA SALUD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KYLE STORY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES TULLY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LAWRENCE UPDIKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 130 E CENTRAL AVE, LAKE WALES, FL 33853-4166
- In care of
- % ROBERT L GIBSON JR
- Principal officer (990 for 2022)
- DR THOMAS MCKEON JR
- Signed the 990
- ALRICKY SMITH, TREASURER
- Phone
- (863) 679-6560
- Website
- WWW.LWCHARTERSCHOOLS.COM
- Return prepared by
- BUNTING TRIPP & INGLEY LLP
Mission
SUPPORTING ORGANIZATION FOR LAKE WALES CHARTER SCHOOLS, INC.
Program accomplishments
- SUPPORTED SIX CHARTER SCHOOLS IN LAKE WALES, FLExpenses $475,921 · grants $474,920
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | Not on file |
IRS record
- EIN
- 11-3735254
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,583,188
- Income (IRS master file)
- $402,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2023 | $402,558 | $475,921 | $1,583,188 | XML |
| 990 | June 2022 | $592,927 | $538,043 | $1,656,551 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 11-3735254).
Questions about LAKE WALES CHARTER SCHOOLS FOUNDATION INC
- What is the EIN of LAKE WALES CHARTER SCHOOLS FOUNDATION INC?
- The employer identification number (EIN) of LAKE WALES CHARTER SCHOOLS FOUNDATION INC is 11-3735254.
- Is LAKE WALES CHARTER SCHOOLS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to LAKE WALES CHARTER SCHOOLS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE WALES CHARTER SCHOOLS FOUNDATION INC 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 FOUNDATION INC 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 FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2023.
- Who is the principal officer of LAKE WALES CHARTER SCHOOLS FOUNDATION INC?
- The 990 for the year ended June 30, 2023 names DR THOMAS MCKEON JR.
- Who are the officers and directors of LAKE WALES CHARTER SCHOOLS FOUNDATION INC?
- The 990 for the year ended June 30, 2023 lists 16 people; 0 received compensation from the organization.
- How much revenue does LAKE WALES CHARTER SCHOOLS FOUNDATION INC have?
- On its 990 for the year ended June 30, 2023 it reported revenue of $402,558, expenses of $475,921 and total assets of $1,583,188 at year end.
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