Nonprofit · EIN 59-3670866
LIZA JACKSON PREPARATORY SCHOOL
Tax-exempt · FT WALTON BCH, FL 32547
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,702,030 | $11,219,358 | $482,672 | $28,265,722 | $26,852,681 | $1,413,041 |
| June 30, 2024 | 990 | $11,369,544 | $11,924,743 | -$555,199 | $28,182,658 | $27,251,780 | $930,878 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,774,816
- of which government grants
- $10,655,737
- Program service revenue
- $739,522
- Investment income
- $177,992
- Net gain from sales of assets
- $5,000
- Other revenue
- $9,700
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $320,026
- Other salaries and wages
- $5,369,677
- Salaries, compensation and benefits (total)
- $7,501,098
- Professional fundraising fees
- $0
- Legal fees
- $300
- Accounting fees
- $26,200
- Occupancy
- $1,189,168
- Travel
- $17,249
- Depreciation
- $806,915
- Program services (functional)
- $10,285,414
- Management and general (functional)
- $933,944
Balance sheet and other
- Total assets, start of year
- $28,182,658
- Total assets, end of year
- $28,265,722
- Total liabilities, end of year
- $26,852,681
- Net assets, end of year
- $1,413,041
- Land, buildings and equipment
- $18,177,892
- Net assets without donor restrictions
- $834,592
- Net assets with donor restrictions
- $578,449
- Gross receipts
- $11,702,030
- Employees
- 200
- Volunteers
- 393
- Year formed
- 2000
- 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 | Other / benefits |
|---|---|---|---|---|
| DENISE KAY MCKINLEY | PRINCIPAL Highest-paid employee | 40 | $149,610 | $25,931 |
| NICOLA T ROBERTS | CEO Officer | 40 | $123,439 | $18,457 |
| MARY GUNTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATE HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIE JENZEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AMY SEMENOV | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANNETTE LEE | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENISE KAY MCKINLEY | PRINCIPAL Highest-paid employee | 40 | $138,384 | $19,762 |
| NICOLA T ROBERTS | CEO Officer | 40 | $121,416 | $17,146 |
| MARY GUNTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATE HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIE JENZEN | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| AMY SEMENOV | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ABBY BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1123 HOSPITAL RD, FT WALTON BCH, FL 32547-6741
- In care of
- % NICOLA T ROBERTS DIR
- Principal officer (990 for 2024)
- JULIE JENZEN, 1123 HOSPITAL ROAD, FORT WALTON BEACH, FL 32547
- Signed the 990
- JULIE JENZEN, CHAIRPERSON
- Phone
- (850) 585-0356
- Website
- LIZAJACKSON.ORG
- Return prepared by
- WARREN AVERETT LLC
Mission
TO ESTABLISH AND OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.
Program accomplishments
- OPERATION OF NOT-FOR-PROFIT CHARTER SCHOOL AND RELATED ACTIVITIES.Expenses $10,285,414 · revenue $739,522
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
- 59-3670866
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $28,265,722
- Income (IRS master file)
- $11,702,030
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,702,030 | $11,219,358 | $28,265,722 | XML |
| 990 | June 2024 | $11,369,544 | $11,924,743 | $28,182,658 | XML |
| 990 | June 2023 | $11,043,778 | $10,438,164 | $28,401,778 | IRS |
| 990 | June 2022 | $10,988,958 | $9,449,216 | $27,394,935 | IRS |
| 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 59-3670866).
Questions about LIZA JACKSON PREPARATORY SCHOOL
- What is the EIN of LIZA JACKSON PREPARATORY SCHOOL?
- The employer identification number (EIN) of LIZA JACKSON PREPARATORY SCHOOL is 59-3670866.
- Is LIZA JACKSON PREPARATORY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LIZA JACKSON PREPARATORY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIZA JACKSON PREPARATORY SCHOOL 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 LIZA JACKSON PREPARATORY SCHOOL 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 LIZA JACKSON PREPARATORY SCHOOL 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 LIZA JACKSON PREPARATORY SCHOOL?
- The 990 for the year ended June 30, 2025 names JULIE JENZEN.
- Who are the officers and directors of LIZA JACKSON PREPARATORY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $149,610 (DENISE KAY MCKINLEY, PRINCIPAL).
- How much revenue does LIZA JACKSON PREPARATORY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,702,030, expenses of $11,219,358 and total assets of $28,265,722 at year end.
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