LAKE WALES CHARTER SCHOOLS INC Charity Report

Public IRS 990 nonprofit record

LAKE WALES CHARTER SCHOOLS INC

EIN 06-1667879 · Charter Schools (B29)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.67%of revenue went to mission work81.9% of expenses · Program services

$97.27spent for every $100 of revenueRevenue covered expenses this year.

17.60%of revenue went to management and office costs18.1% of expenses

$0.98in assets for every $1 spent this yearSome assets cannot be spent right away.

20.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $169,521 for ALRICKY DE SHAUN SMITH (ASSISTANT SUPERINTENDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$57,011,984

Mission workProgram services$45,421,91279.67% of revenue81.9% of expenses

ManagementOffice and general costs$10,032,91917.60% of revenue18.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$1,557,1532.73% of revenueShown in gray on the chart

Total expenses$55,454,83197.27% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.9% mission · 18.1% management · 0.0% fundraisingTotal expenses: 97.27% of revenue

2023Expense mix: 81.9% mission · 18.1% management · 0.0% fundraisingTotal expenses: 102.91% of revenue

2022Expense mix: 85.0% mission · 15.0% management · 0.0% fundraisingTotal expenses: 96.24% of revenue

2021Expense mix: 85.4% mission · 14.6% management · 0.0% fundraisingTotal expenses: 90.94% of revenue

2020Expense mix: 84.9% mission · 15.1% management · 0.0% fundraisingTotal expenses: 94.55% of revenue

2019Expense mix: 85.3% mission · 14.7% management · 0.0% fundraisingTotal expenses: 103.91% of revenue

2018Expense mix: 85.4% mission · 14.6% management · 0.0% fundraisingTotal expenses: 97.97% of revenue

2017Expense mix: 85.6% mission · 14.4% management · 0.0% fundraisingTotal expenses: 89.11% of revenue

Money in and money out

Revenue$57,011,984

Expenses$55,454,831

Annual surplus $1,557,153 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$45,421,912 · 81.9% of expenses

Management and office costs$10,032,919 · 18.1% of expenses

See all reported dollar amounts

Revenue$57,011,984

Expenses$55,454,831

Assets$54,281,215

Income$57,011,984

Contributions$11,892,308

Mission work (program services)$45,421,912

Management and general$10,032,919

Accounting fees$201,587

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ALRICKY DE SHAUN SMITHASSISTANT SUPERINTENDENT · 40 hrs/week $169,521

ANUJ SARANPRINCIPAL · 40 hrs/week $152,928

WAYNE V RODOLFICHFORMER SUPERINTENDENT · 40 hrs/week $140,524

ELIZABETH H TYLERPRINCIPAL · 40 hrs/week $117,402

JENNIFER BARROWDIRECTOR · 40 hrs/week $116,437

ANNA C BARCENASPRINCIPAL · 40 hrs/week $109,308

APRIL M BARNHARDTPRINCIPAL · 40 hrs/week $107,401

REBECCA THOMASPRINCIPAL · 40 hrs/week $107,240

KIM M GRIFFITHSPRINCIPAL · 40 hrs/week $105,108

ANGELA R HEYWARDDIRECTOR FEDERAL PROGRAMS · 40 hrs/week $100,077

JASMINE J ANSLEYASSISTANT PRINCIPAL · 40 hrs/week $99,471

JASON S SHICKASSISTANT PRINCIPAL · 40 hrs/week $98,966

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

ALRICKY DE SHAUN SMITHASSISTANT SUPERINTENDENT

ANUJ SARANPRINCIPAL

WAYNE V RODOLFICHFORMER SUPERINTENDENT

ELIZABETH H TYLERPRINCIPAL

JENNIFER BARROWDIRECTOR

ANNA C BARCENASPRINCIPAL

APRIL M BARNHARDTPRINCIPAL

REBECCA THOMASPRINCIPAL

KIM M GRIFFITHSPRINCIPAL

ANGELA R HEYWARDDIRECTOR FEDERAL PROGRAMS

JASMINE J ANSLEYASSISTANT PRINCIPAL

JASON S SHICKASSISTANT PRINCIPAL

TOYALETA SPEEDPRINCIPAL

MARIE M CHERRINGTON-GRAYBOARD SECRETARY

MICHAEL FLOODTRUSTEE/TEACHER REP

JAIME WINFREETRUSTEE/TEACHER REP

LORI HUTTOTRUSTEE

ANDREW BLAIRTRUSTEE

TONYA STEWARTTRUSTEE

THOMAS MCKEONTRUSTEE

RAFAEL UNZUETATRUSTEE

LYNN JOHNSONTRUSTEE

GAIL QUAMTRUSTEE

BRIAN MARBUTTTRUSTEE

About this charity

Recognized since: January 2004
Location: PO BOX 3309, LAKE WALES, FL 33859-3309
County: Polk
In care of: ALRICKY SMITH
Primary officer: ALRICKY SMITH, TREASURER/CFO

How to reach them

Phone(863) 679-6560

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BKHM PA
NTEE classification: Charter Schools (B29)
IRS tax category: Charter Schools