2021-05-17T13:17:36-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 2523 US HIGHWAY 27 S SEBRING FL 338704926 990 2019-07-01 593246571 ALL SAINTS ACADEMY INC ALLS 8632935980 5001 STATE ROAD 540 WEST WINTER HAVEN FL 33880 ELIZABETH HARDAGE HEADMASTER 8632935980 2021-05-13 1 KRISTINA HIMROD CPA P01544190 8633851577 2021-05-06 2019 2022-09-23 18:48:47Z ELIZABETH HARDAGE 5001 STATE ROAD 540 WEST WINTER HAVEN FL 33880 10380261 0 X WWW.ALLSAINTSACADEMY.COM X 1994 FL TO PROVIDE QUALITY EDUCATION IN A CHRISTIAN ENVIRONMENT. 16 16 142 20 0 0 708702 517126 9866339 9665779 -707 135 473757 78763 11048091 10261803 969328 850004 0 0 6848647 6259221 0 0 443538 4252045 4047946 12070020 11157171 -1021929 -895368 16530088 16524691 1354951 2206915 15175137 14317776 TO OPERATE A PRIMARY, ELEMENTARY, AND SECONDARY SCHOOL AND TO PROVIDE QUALITY EDUCATION IN A CHRISTIAN ENVIRONMENT. 0 0 8405903 850004 9665779 ALL SAINTS OPERATES A PRIMARY, ELEMENTARY, AND SECONDARY SCHOOL IN POLK COUNTY, FL WHERE STUDENTS OBTAIN A GENERAL EDUCATION WITH PARTICULAR EMPHASIS ON TEACHING STUDENTS MORALLY AND SPIRITUALLY. ALL SAINTS WAS ESTABLISHED IN 1966 AT ST. PAUL'S EPISCOPAL CHURCH BY FATHER C. LEE GILBERTSON TO OFFER YOUTH OF THE PARISH A SOLID ELEMENTARY EDUCATION. ALL SAINTS IS ACCREDITED BY THE FLORIDA COUNCIL OF INDEPENDENT SCHOOLS AND THE FLORIDA KINDERGARTEN COUNCIL. ALL SAINTS BELONGS TO THE CENTRAL FLORIDA EPISCOPAL SCHOOL ASSOCIATION AND AS SUCH, IS REPRESENTED ON THE BOARD OF THE FLORIDA ASSOCIATION OF ACADEMIC NON-PUBLIC SCHOOLS. 8405903 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ELIZABETH HARDAGE 8632935980 5001 STATE ROAD 540 WEST WINTER HAVEN FL 33880 CAROLYN M BALDWIN HEAD OF SCHOOL UNTIL 12/2019 40.00 X 199635 0 38299 CYNTHIA L MORSE CHIEF FINANCIAL OFFICER UNTIL 3/2020 40.00 X 124676 0 7932 GWEN KESSELL LOWER SCHOOL HEAD 40.00 X 127313 0 3979 EDWARD NEW DIRECTOR OF DEVELOPMENT 40.00 X 108981 0 7886 CAROLINE HARDAGE HEAD OF SCHOOL AS OF 1/1/2020 40.00 X 0 0 0 TAMIKA SMITH DIRECTOR OF FINANCE AS OF 3/2020 40.00 X 0 0 0 BLAKE PAUL CHAIR 0.50 X X 0 0 0 JERRY MIXON VICE CHAIR 0.50 X X 0 0 0 JAMES BARFIELD TREASURER 0.50 X X 0 0 0 WESLEY BARNETT TRUSTEE 0.50 X 0 0 0 CAROLYN BIGGS TRUSTEE 0.50 X 0 0 0 JENNY BLACK TRUSTEE 0.50 X 0 0 0 HEATHER BOGDAHN TRUSTEE 0.50 X 0 0 0 BARRETT BOSTICK TRUSTEE 0.50 X 0 0 0 RIGOBERTO CORNEJO TRUSTEE 0.50 X 0 0 0 DANIELLE DRUMMOND TRUSTEE 0.50 X 0 0 0 FRANK KENDRICK TRUSTEE 0.50 X 0 0 0 BEN LEFRANCOIS TRUSTEE 0.50 X 0 0 0 ERIC LINDENBLAD TRUSTEE 0.50 X 0 0 0 MARTHA SANTIAGO TRUSTEE 0.50 X 0 0 0 JOY WILLIAMS TRUSTEE 0.50 X 0 0 0 KATIE WORTHINGTON TRUSTEE 0.50 X 0 0 0 560605 0 58096 4 0 1 0 E & A CLEANING INC 529 W BRANNEN ROAD LAKELAND FL 33813 MAINTENANCE & CLEANING 525506 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 386750 THREE-W ORLANDO INC 4700 MILLENIA BLVD ORLANDO FL 32839 CONSULTING 266400 VARTEK 4770 HEMPSTEAD STATION DRIVE KETTERING OH 45429 IT SERVICES 262508 NUVU STUDIO 450 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 EDUCATIONAL SERVICES 247228 5 111084 406042 62666 517126 TUITION AND REGISTRATION 611110 8921141 8921141 FOOD SERVICES REVENUE 611110 294964 294964 CLUB AND CLASS REVENUE 611110 250429 250429 OTHER SCHOOL PROGRAMS 611110 121867 121867 SUMMER PROGRAMS 611110 77378 77378 9665779 135 135 1950 0 1950 1950 1950 112982 111084 116232 -3250 -3250 6527 2226 4301 4301 MISCELLANEOUS REVENUE 900099 75762 75762 75762 10261803 9665779 0 78898 850004 850004 386718 266835 119883 4715912 2827384 1512409 376119 129092 70550 47337 11205 669289 544977 103313 20999 358210 217967 115155 25088 19239 15391 3848 48227 38582 9645 84221 77342 6879 33705 33705 145830 107284 38546 358126 358126 1012306 890755 121551 52033 40568 11465 10718 2366 328 8024 779674 690315 89359 212115 188782 23333 INSTRUCTIONAL MATERIALS 366006 366006 FOOD EXPENSES 344561 342945 1616 CLUB AND CLASS EXPENSES 260384 258957 1427 ATHLETICS EXPENSES 153692 153692 167109 97075 67931 2103 11157171 8405903 2307730 443538 1891711 2172443 11381 147032 146704 170573 125888 227530 78623 82471 23127010 11772215 11951900 11354795 2305555 2355560 18326 14287 16530088 16524691 333616 364597 1006585 830468 14750 1011850 1354951 2206915 X 14351156 13423028 823981 894748 15175137 14317776 16530088 16524691 X -895368 65815 -27808 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129745 129745 18369741 7830659 10539082 844241 586410 257831 3243224 2877945 365279 540059 477201 62858 11354795 BENEFICIAL INTEREST IN ASSETS BY COMMUNITY FOUNDATION 2355560 C 2355560 X 9156340 65815 65815 9090525 1171278 1171278 10261803 10013701 83600 83600 9930101 1227070 1227070 11157171 PART X, LINE 2: THE SCHOOL HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES AND MANAGEMENT BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS FOR WHICH EITHER RECOGNITION OR DISCLOSURE IS REQUIRED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 850,004. COST OF GOODS SOLD -2,226. FUNDRAISING EXPENSES -53,566. FACULTY DISCOUNTS 336,765. SECURITY FEES 40,301. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT WRITE-OFFS 27,808. COST OF GOODS SOLD 2,226. FUNDRAISING EXPENSE 53,566. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 850,004. FACULTY DISCOUNTS 336,765. SECURITY FEES 40,301. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL ADVERTISEMENTS AND SOLICITATIONS. SILVER SOIREE 202151 95981 106170 85945 3250 13350 6875 BOURBON & BROADWAY 21915 15103 6812 432 6380 224066 111084 112982 86377 3250 19730 6875 116232 -3250 1 FINANCIAL AID 158 850004 N/A N/A PART I, LINE 2: FINANCIAL AID IS AWARDED BY A COMMITTEE APPOINTED BY THE HEAD OF SCHOOL. FAMILIES SUBMIT FINANCIAL INFORMATION TO FINANCIAL AID AND SCHOOL TUITION (FAST) FOR AN INDEPENDENT REVIEW AND AWARD RECOMMENDATION. THESE RECOMMENDATIONS ARE REVIEWED AND AWARDED BY THE COMMITTEE AND A LETTER IS SENT TO THE FAMILY. IF ACCEPTED BY THE FAMILY, THE AWARD IS RECORDED TO THE STUDENTS ACCOUNT AND REDUCES THE TUITION/FEES DUE FOR THE SCHOOL YEAR. X X 0 0 0 0 0 0 0 0 0 CAROLYN M BALDWIN HEAD OF SCHOOL UNTIL 12/2019 191735 0 2500 0 5400 0 20310 0 17989 0 237934 0 237934 0 X AUCTION ITEMS 90 62666 REPLACEMENT COST 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF NOT LESS THAN THE PRESIDENT AND THREE OTHER TRUSTEES AS MAY BE DETERMINED BY THE BOARD. EXCEPT WHEN THE BOARD IS IN SESSION, AND EXCEPT AS ITS POWERS MAY BE OTHERWISE LIMITED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION AND MAY AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT. THE EXECUTIVE COMMITTEE SHALL ALSO HAVE THE POWER OF GENERAL SUPERVISION, MANAGEMENT, AND CONTROL OF THE BUSINESS OF THE CORPORATION AND OVER ITS SEVERAL OFFICERS. ELECTED MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE BY A MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE. A MAJORITY OF ALL THE MEMBERS OF THE EXECUTIVE COMMITTEE MAY DETERMINE ITS RULES OF PROCEDURE NOT PROVIDED HEREIN, UNLESS THE BOARD SHALL OTHERWISE PROVIDE. THE BOARD SHALL HAVE THE POWER TO CHANGE THE MEMBERS OF THE EXECUTIVE COMMITTEE AT ANY TIME, EITHER WITH OR WITHOUT CAUSE, AND TO FILL VACANCIES; PROVIDED THAT ALL VACANCIES ON THE EXECUTIVE COMMITTEE SHALL BE FILLED BY A MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE. ANY ACTION WHICH MAY BE TAKEN AT A MEETING OF THE EXECUTIVE COMMITTEE, MAY BE TAKEN WITHOUT A MEETING IF AUTHORIZED BY A WRITING SIGNED BY ALL MEMBERS OF THE EXECUTIVE COMMITTEE WHO WOULD BE ENTITLED TO VOTE AT A MEETING FOR SUCH PURPOSE AND FILED WITH THE SECRETARY OF THE CORPORATION. UNLESS PREVIOUSLY AUTHORIZED BY THE BOARD, ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE RATIFIED BY THE BOARD AT ITS NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 WILL BE PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. 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 DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL COMPENSATION IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THIS COMMITTEE REVIEWS THE BOARD OF TRUSTEE EVALUATIONS, NET PROMOTER SCORE OF ASA BY PARENTS AND FACULTY, AND CURRENT INDUSTRY STANDARD DATA FROM MULTIPLE RESOURCES BOTH LOCALLY AND NATIONALLY (NAIS, FCIS, INDEX, ETC.). THE RESULTS AND RECOMMENDATIONS ARE DOCUMENTED IN THE MINUTES. COMPENSATION AND BONUS AMOUNTS ARE AWARDED AND GOALS ARE ESTABLISHED BY THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT WRITE-OFFS -27,808.