Nonprofit · EIN 20-0033926
WESTLAKE ACADEMY FOUNDATION
Tax-exempt · WESTLAKE, TX 76262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,065,723 | $1,660,607 | $405,116 | $3,626,067 | $31,813 | $3,594,254 |
| June 30, 2024 | 990 | $1,452,100 | $1,566,439 | -$114,339 | $3,178,246 | $33,898 | $3,144,348 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,876,188
- Program service revenue
- $0
- Investment income
- $257,870
- Net gain from sales of assets
- $154,817
- Net income from fundraising events
- -$68,335
- Other revenue
- -$68,335
Expenses
- Grants and similar amounts paid
- $1,511,032
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $30,173
- Program services (functional)
- $1,511,032
- Management and general (functional)
- $149,575
Balance sheet and other
- Total assets, start of year
- $3,178,246
- Total assets, end of year
- $3,626,067
- Total liabilities, end of year
- $31,813
- Net assets, end of year
- $3,594,254
- Net assets without donor restrictions
- $2,776,516
- Net assets with donor restrictions
- $817,738
- Gross receipts
- $2,232,483
- Employees
- 0
- Volunteers
- 50
- Year formed
- 2003
- State of legal domicile
- TX
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 | Other / benefits |
|---|---|---|---|---|---|
| SHELLY MYERS | EXECUTIVE DIRECTOR Officer | 40 | $0 | $137,207 | $19,715 |
| MARSHA AILEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHARAN SANKARANARAYANAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PATTY PINSONNAULT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| HEATHER KILGORE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROB FITZGERALD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRI DESLONGCHAMPS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL COLBY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MEGHAN DORR | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DR AHU PRIMEAUX | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SEAN SHOPE | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHELLY MYERS | EXECUTIVE DIRECTOR Officer | 2 | $0 | $117,548 | $10,491 |
| MICHAEL COLBY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DEBBIE KRASKA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHARAN SANKARANARAYANAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PATTY PINSONNAULT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| HEATHER KILGORE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROB FITZGERALD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE ROSS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MEGHAN DORR | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DR AHU PRIMEAUX | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SEAN SHOPE | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2600 J T OTTINGER RD, WESTLAKE, TX 76262-8012
- In care of
- % CAROLYN SIMS
- Principal officer (990 for 2024)
- DR SHELLY MYERS, 2600 JT OTTINGER ROAD, WESTLAKE, TX 76262
- Signed the 990
- SEAN SHOPE, TREASURER
- Phone
- (817) 490-5722
- Return prepared by
- WEAVER AND TIDWELL LLP
Mission
TO PROVIDE FINANCIAL SUPPORT FOR WESTLAKE ACADEMY IN ITS EFFORTS TO PROVIDE STUDENTS WITH AN INTERNATIONALLY-MINDED EDUCATION OF THE HIGHEST QUALITY, SO THEY ARE WELL-BALANCED AND RESPECTFUL LIFE-LONG LEARNERS.
Program accomplishments
- BLACKSMITH ANNUAL FUND DONATIONS HELP FILL THE FUNDING GAP IN WESTLAKE ACADEMY'S ANNUAL OPERATING BUDGET. 100% OF DONATIONS RECEIVED THROUGH THE BLACKSMITH ANNUAL FUND CAMPAIGN ARE TRANSFERRED DIRECTLY TO THE ACADEMY.Expenses $1,254,489 · grants $1,254,489
- PROVIDE "ABOVE AND BEYOND" SUPPORT FOR ACTIVITIES AND INITIATIVES OF ACADEMY OUTSIDE OF THE ANNUAL BUDGET. GRANTS HAVE FUNDED NEW CURRICULUM PROGRAMS, CLASSROOM PROJECTS, NEW EQUIPMENT, SMARTBOARDS AND PROFESSIONAL DEVELOPMENT/TRAINING.Expenses $132,365 · grants $132,365
- INITIATIVE TO SUPPORT THE ACADEMY'S TEACHER RETENTION EFFORTS: FACULTY AND STAFF RECEIVE $1,100 IN GIFT CARDS TO PURCHASE CLASSROOM AND WORKSTATION RESOURCES.Expenses $124,178 · grants $124,178
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
- 20-0033926
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,626,067
- Income (IRS master file)
- $2,232,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | August 2023 | $1,827,657 | $1,609,044 | $3,284,208 | IRS |
| 990 | August 2022 | $2,338,496 | $2,335,632 | $2,748,901 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WESTLAKE ACADEMY FOUNDATION
- What is the EIN of WESTLAKE ACADEMY FOUNDATION?
- The employer identification number (EIN) of WESTLAKE ACADEMY FOUNDATION is 20-0033926.
- Is WESTLAKE ACADEMY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WESTLAKE ACADEMY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTLAKE ACADEMY FOUNDATION 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 WESTLAKE ACADEMY FOUNDATION 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 WESTLAKE ACADEMY FOUNDATION 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 WESTLAKE ACADEMY FOUNDATION?
- The 990 for the year ended June 30, 2025 names DR SHELLY MYERS.
- Who are the officers and directors of WESTLAKE ACADEMY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does WESTLAKE ACADEMY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,065,723, expenses of $1,660,607 and total assets of $3,626,067 at year end.
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