2023-10-30T12:46:27-05:00 2022-12-31 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2022-01-01 591629660 YMCA OF SOUTHWEST FLORIDA INC YMCA 9414929622 701 CENTER ROAD VENICE FL 34285 GENE JONES CEO 9414929622 2023-10-06 1 GENE JONES 999009999 1 BRIAN CARTER P00536712 9417474483 2023-10-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GENE JONES 701 CENTER ROAD VENICE FL 34285 49843098 0 X WWW.YMCASWFL.ORG X 1976 FL THE MISSION OF YMCA OF SOUTHWEST FLORIDA IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY FOR ALL. OUR AREAS OF FOCUS ARE YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY. YMCA OF SOUTHWEST FLORIDA IS AN ASSOCIATION OF PERSONS OF ALL AGES, ETHNICITIES, AND RELIGIONS, UNITED IN A COMMON EFFORT TO ENRICH THE QUALITY OF SPIRITUAL, MENTAL, PHYSICAL, AND SOCIAL LIFE FOR FAMILIES AND THE LOCAL COMMUNITY. 21 21 1394 1198 0 0 6156443 20901474 14239047 21573990 21144 105413 740490 4960486 21157124 47541363 783044 916514 0 0 13197225 18532764 0 0 2157745 8774799 18166421 22755068 37615699 -1597944 9925664 40584438 53350238 9922773 13547676 30661665 39802562 X THE MISSION OF THE YMCA OF SOUTHWEST FLORIDA IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD A HEALTHY SPIRIT, MIND, AND BODY FOR ALL. WE OFFER HEALTH AND WELLNESS AND SPORTS PROGRAMS TO PEOPLE OF ALL AGES, PROVIDE EARLY LEARNING, SUMMER CAMP AND BEFORE AND AFTER SCHOOL ENRICHMENT CARE, AND COLLABORATE WITH OTHER LOCAL NOT-FOR-PROFIT AGENCIES TO ASSIST COMMUNITY MEMBERS IN VARIOUS ASPECTS OF LIFE INCLUDING STRENGTHENING FAMILIES. YMCA OF SOUTHWEST FLORIDA ALSO OFFERS PROGRAMS GROUNDED IN SOCIAL RESPONSIBILITY SUCH AS YREADS, SAFETY AROUND WATER AND SCHOLARSHIPS. 0 0 13361795 629321 8818289 YOUTH DEVELOPMENT - OUR YMCA IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THAT IS WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS, AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. OUR YMCA PROGRAMS, SUCH AS 4 EARLY LEARNING ACADEMIES, YREADS, SUMMER CAMP AND BEFORE AND AFTER-SCHOOL ENRICHMENT AS WELL AS A RANGE OF YOUTH SPORTS AND YOUTH ENRICHMENT ACTIVITIES, OFFER A RANGE OF EXPERIENCES THAT ENRICH SOCIAL-EMOTIONAL, COGNITIVE, AND PHYSICAL GROWTH.EXPENSES INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE THAT MAKE PARTICIPATION POSSIBLE FOR THE YOUNG PEOPLE WE ENGAGE.YMCA OF SOUTHWEST FLORIDA, INC. EARLY LEARNING ACADEMIES PROVIDE FULL-DAY CARE FROM 6:30 AM - 6:00 PM. WE PROVIDE SAFE, LOVING, AFFORDABLE CARE FOR OVER 665 CHILDREN AGES SIX WEEKS TO FIVE YEARS IN OUR CENTERS ANNUALLY. 39% OF THE FAMILIES ENROLLED IN EARLY LEARNING PARTICIPATE AT A SUBSIDIZED RATE THROUGH YMCA SCHOLARSHIP ASSISTANCE OR THROUGH FUNDING FROM THE EARLY LEARNING COALITION. THESE FAMILIES LIVE AT OR NEAR THE POVERTY LEVEL.YMCA OF SOUTHWEST FLORIDA, INC. PROVIDES BEFORE AND AFTER-SCHOOL ENRICHMENT FOR YOUTH FROM KINDERGARTEN THROUGH EIGHTH GRADE. THE PROGRAM IS AVAILABLE AT 28 SITES. BEFORE-SCHOOL CARE BEGINS AT 7:00 AM, AND AFTER-SCHOOL CARE ENDS AT 6:00 PM. FOR STUDENTS AT WHICH WE DO NOT OFFER THE PROGRAM AT THEIR SCHOOL, THE YOUTH ARE BUSSED TO THE YMCA DURING THE SCHOOL YEAR. IN 2022, 3,457 STUDENTS PARTICIPATED IN BEFORE AND AFTER-SCHOOL ENRICHMENT. FULL-DAY CARE AND SUMMER CAMP PROGRAMS ARE ALSO OFFERED TO YOUTH THROUGHOUT THE YEAR WHEN SCHOOL IS NOT IN SESSION. THE PROGRAMS ARE AVAILABLE FROM 7:00 AM TO 6:00 PM. IN 2022, 3,777 CHILDREN ATTENDED SUMMER CAMP. DURING SUMMER CAMP, CHILDREN PARTICIPATE IN ACTIVITIES THAT ALLOW THEM TO CONNECT AND GAIN POSITIVE YOUTH DEVELOPMENT SKILLS AND CHARACTER VALUES THAT BUILD THE FOUNDATION FOR THEIR FUTURES. SUMMER CAMP ALSO PROVIDES EDUCATIONAL ENHANCEMENT OPPORTUNITIES THAT HELP REDUCE THE SUMMER LEARNING SLIDE.DAILY ACTIVITIES AVAILABLE INCLUDE LEARNING CENTERS, HOMEWORK ASSISTANCE AND TUTORING, ARTS AND CRAFTS, GROUP GAMES, AND PHYSICAL FITNESS. CHILDREN ALSO RECEIVE MEALS WHILE IN YMCA CARE AT NO ADDITIONAL COST.IN 2022, YMCA OPERATED SIX YMCA READS! AND ENRICHMENT SITES OFFERED THROUGH SCHOOL AGE CARE. THIS PROGRAM PROVIDES FREE EXTENSIVE READING TUTORING FROM TRAINED STAFF AND VOLUNTEERS IN A ONE-ON-ONE SETTING FOR STUDENTS FROM KINDERGARTEN THROUGH THIRD GRADE. YMCA OF SOUTHWEST FLORIDA PROGRAMS ALL RANK AT THE TOP IN THE STATE IN REGARD TO QUALIFICATION OF COORDINATORS, DELIVERY OF INSTRUCTION, STUDENT ATTENDANCE HOURS, NUMBER OF MENTORS, AND SUPPORT SERVICES OFFERED BY YMCA OF SOUTHWEST FLORIDA, INC.TO ENSURE EVERYONE HAS ACCESS TO YMCA YOUTH DEVELOPMENT PROGRAMS, THE YMCA PROVIDED SCHOLARSHIP ASSISTANCE OF OVER $489,735 TO NEEDY FAMILIES. THE PROGRAM IS LICENSED THROUGH THE DEPARTMENT OF CHILDREN AND FAMILIES. 13306240 287193 7135019 HEALTHY LIVING: THE Y IS COMMITTED TO IMPROVING AMERICA'S HEALTH AND WELL-BEING, COMMUNITY BY COMMUNITY. WE BRING FAMILIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, OVER 2,237 PEOPLE VISIT OUR YMCA DAILY AND ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANT AS OUR NATION STRUGGLES WITH CHRONIC DISEASE AND OBESITY, FAMILIES WRESTLE WITH WORK/LIFE BALANCE AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE AND OPEN TO ALL FAITHS, BACK-GROUNDS, ABILITIES AND INCOME LEVELS.THIS YEAR WE PROVIDED $916,514 IN FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE. THESE PEOPLE BENEFIT FROM OVER 453 GROUP FITNESS CLASSES OFFERED WEEKLY. WELLNESS PROGRAMS ARE EXTREMELY USEFUL TO PARTICIPANTS RECOVERING FROM OTHER ILLNESSES AND INJURIES AS WELL. PROGRAMS SUCH AS LIVESTRONG, ENHANCEFITNESS, MOVING FOR BETTER BALANCE AND OUR PARKINSON'S WELLNESS PROGRAMS FURTHER BENEFIT COMMUNITY MEMBERS THAT NEED ADDITIONAL SUPPORT AND PERSONALIZED WELLNESS.ADDITIONALLY, WE HAVE YOUTH AND ADULT SPORTS PROGRAMS. OVER 4,213 KIDS PARTICIPATED IN THE YMCA'S SPORTS PROGRAMS. SPORTS LEAGUES ARE OFFERED TO CHILDREN AGES THREE YEARS THROUGH EIGHTEEN YEARS IN SOCCER, BASKETBALL, TEE-BALL, BASEBALL, FLAG FOOTBALL, VOLLEYBALL, AND MARTIAL ARTS. AQUATICS AND GYMNASTICS ARE TWO OF OUR OTHER SPORTS DEPARTMENTS. PROGRAMS AND CLASSES ARE OFFERED IN THESE SPORTS IN COMPETITIVE AND NON-COMPETITIVE ENVIRONMENTS. 3,777 PEOPLE LEARNED TO SWIM IN OUR AQUATICS PROGRAM. THE COMPETITIVE SWIM TEAM CURRENTLY HAS ABOUT 148 PARTICIPANTS. THE GYMNASTICS DEPARTMENT OFFERS INSTRUCTION IN DANCE, CHEERLEADING, ROCK CLIMBING AND GYMNASTICS TO KIDS FROM PRE-SCHOOL AGE TO TEENAGERS. 5003440 5620682 SKY ACADEMY CONSISTS OF 2 PUBLIC CHARTER MIDDLE SCHOOLS IN THE SARASOTA COUNTY SCHOOL DISTRICT THAT FOCUS ON THE WHOLE CHILD. SKY ACADEMY HOLDS HIGH ACADEMIC STANDARDS AND A FOCUS ON HEALTH, WELLNESS AND NUTRITION. HIGHLY QUALIFIED TEACHERS INFUSE HEALTH AND WELLNESS IN ALL OF OUR CORE CLASSES AND STUDENTS FOCUS ON A LIFETIME OF LEARNING AND WELLNESS. ALL OF OUR TEACHERS ARE QUALIFIED AND MANY HOLD ADVANCED DEGREES. ALL STUDENTS ARE HELD TO A HIGH STANDARD WITH A MAJOR FOCUS ON PERSONAL GROWTH. IN THE 2022-2023 SCHOOL YEAR, 588 6TH, 7TH, AND 8TH GRADE STUDENTS WERE ENROLLED AT OUR CHARTER SCHOOLS - 263 AT SKY ACADEMY VENICE AND 325 AT SKY ACADEMY ENGLEWOOD. 31671475 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 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 1 635 0 1394 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JOHN CAMPBELL CFO 9414929622 701 CENTER ROAD VENICE FL 34285 KEITH FARLOW DIRECTOR 0.50 X 0 0 0 DAVID DIGNAM CHAIR 0.50 X X 0 0 0 JOHN GIGLIO SECRETARY 0.50 X X 0 0 0 DOROTHY KORSZEN VICE CHAIR AND TREASURER 0.50 X X 0 0 0 JEFFERY A BOONE DIRECTOR 0.50 X 0 0 0 KIM AMONTREE DIRECTOR 0.50 X 0 0 0 WENDY FISHMAN DIRECTOR 0.50 X 0 0 0 JEFFREY FRASER DIRECTOR 0.50 X 0 0 0 GWYNETTA GITTENS DIRECTOR 0.50 X 0 0 0 MIKE HORAN DIRECTOR 0.50 X 0 0 0 JOHN JENKINS DIRECTOR 0.50 X 0 0 0 SANDY KING DIRECTOR 0.50 X 0 0 0 DEBBIE LAPINSKA DIRECTOR 0.50 X 0 0 0 JEROME FLETCHER DIRECTOR 0.50 X 0 0 0 WAYNE ROBERTS DIRECTOR 0.50 X 0 0 0 JONATHAN ROMINE DIRECTOR 0.50 X 0 0 0 MARY SMEDLEY DIRECTOR 0.50 X 0 0 0 MARK SUWYN DIRECTOR 0.50 X 0 0 0 ARTHUR TRAMMELL DIRECTOR 0.50 X 0 0 0 DAVE WAMPLER DIRECTOR 0.50 X 0 0 0 TERRI HANSEN DIRECTOR 0.50 X 0 0 0 GENE JONES CEO 45.00 X 274231 0 35018 JOHN CAMPBELL CFO 45.00 X 161116 0 24908 SHANNON JOHNSON-MATTHEWS COO 45.00 X 158272 0 28809 STEPHANIE DEITER CHRO 45.00 X 134662 0 26253 BRIAN NASON SR. VP OF YOUTH DEVELOPMEN 45.00 X 129654 0 28372 857935 0 143360 5 0 1 0 WRIGHTWAY EMERGENCY SERVICES 300 TRIPLE DIAMOND BLVD NOKOMIS FL 34275 WATER MITIGATION SERVICES 3083057 BRIAN LYNCH INVESTMENTS LLC 324 CROSS STREET PUNTA GORDA FL 33950 RENTAL 261198 DAXKO 600 UNIVERSITY PARK PLACE SUITE 50 BIRMINGHAM AL 35209 SOFTWARE ONLINE SERVICES 235410 3 308669 136785 5069350 15386670 13038651 20901474 CHILD CARE 611710 8818289 8818289 MEMBERSHIP DUES 713940 7135019 7135019 CHARTER SCHOOL TUITION 611710 5620682 5620682 21573990 74262 74262 196208 0 196208 196208 196208 2015176 15002 1999027 0 16149 15002 31151 31151 414110 136785 292064 122046 122046 36265 10644 25621 25621 NATURAL DISASTER INSURANCE PROCEE 713940 3932170 3932170 MISCELLANEOUS INCOME 713940 684441 684441 4616611 47541363 21573990 0 5065899 916514 916514 1001295 839185 103234 58876 14429675 12093512 1487703 848460 794730 666063 81937 46730 1176173 985750 121266 69157 1130891 947800 116588 66503 60400 50621 6227 3552 99485 83378 10257 5850 18371 18371 1684790 1412022 173705 99063 154961 129873 15978 9110 660728 553755 68122 38851 2293396 1883749 277494 132153 211196 177003 21773 12420 294336 246683 30339 17314 312829 262182 32251 18396 120948 101366 12470 7112 2160099 1852578 177544 129977 1082098 906906 111568 63624 MISCELLANEOUS 6599757 5531258 680433 388066 SUPPLIES 2191854 1845912 216418 129524 LICENSES AND PERMITS 130517 109386 13455 7676 DUES AND SUBSCRIPTIONS 90656 75979 9346 5331 37615699 31671475 3786479 2157745 416783 1047200 1326085 985 502276 720519 775261 636601 463337 526318 60740868 19201392 27754007 41539476 7088366 5284904 2258323 3594235 40584438 53350238 1213196 3151365 332592 413497 5934540 8229895 2442445 1752919 9922773 13547676 X 28975485 37842594 1686180 1959968 30661665 39802562 40584438 53350238 X 9925664 -698651 -86116 X X 0 1 X 1 0 X 5169270 3999744 12679696 6156443 8033629 36038782 15947182 14114934 5345751 14239047 21573990 71220904 328388 208233 76065 28872 36265 677823 21444840 18322911 18101512 20424362 29643884 107937509 0 0 0 107937509 211981 172525 83021 180121 270470 918118 211981 172525 83021 180121 270470 918118 174382 113312 1233 237155 684441 1210523 21831203 18608748 18185766 20841638 30598795 110066150 0.98070 0.98480 0.00830 0.00820 X PART III, SHORT YEAR EXPLANATION ON AUGUST 27, 2020, THE BOARD OF DIRECTORS AUTHORIZED A CHANGE IN THE YMCA'S FISCAL YEAR FROM JUNE 30 TO DECEMBER 31. IN ACCORDANCE WITH THIS CHANGE, THE STATEMENT OF ACTIVITIES, FUNCTIONAL EXPENSE, AND CASH FLOWS FROM THE PERIOD ENDED DECEMBER 31, 2020 COVER A PERIOD OF SIX MONTHS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6360933 6360933 44631953 12400973 32230980 5806857 4617851 1189006 3941125 2182568 1758557 41539476 DEPOSITS 22651 GIFTED LEASEHOLD INTEREST 1400480 BENEFICIAL INTEREST IN COMMUNITY FOUNDATIONS 771475 RIGHT OF USE ASSETS 980203 OTHER 419426 3594235 CAPITAL LEASE OBLIGATION 739986 RENTAL DEPOSITS 6525 OPERATING LEASE OBLIGATION 1006408 1752919 X 45832355 -698651 -75472 -774123 46606478 18371 916514 934885 47541363 36691458 10644 10644 36680814 934885 934885 37615699 PART X, LINE 2: THE YMCA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX UNDER SIMILAR PROVISIONS OF THE FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT ASSESSES WHETHER THERE ARE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE YMCA FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE YMCA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS BEFORE 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST -86,116. COST OF GOODS SOLD 10,644. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 916,514. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 10,644. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 916,514. INVESTMENT FEES 18,371. WHY COOK 213785 40000 173785 19730 480 39452 TROPICAL NIGHTS 294825 74500 220325 19244 43873 1500 152463 3 42285 22285 20000 9102 6220 550895 136785 414110 28346 63603 1980 198135 292064 122046 0 SCHOLARSHIPS 3554 916514 SCHOLARSHIP DISCOUNTS ON MEMBERSHIP AND PROGRAM FEES PART I, LINE 2: THE ORGANIZATION USES A SLIDING SCALE BASED ON THE FEDERAL POVERTY LEVEL AND MODELED AFTER OTHER AREA YMCAS' SCALES. IT MEASURES AN APPLICANT'S INCOME AND IS ADJUSTED BASED ON THE NUMBER OF PEOPLE IN THAT PERSON'S HOUSEHOLD TO DETERMINE THE PERCENTAGE OF SCHOLARSHIP THAT WILL BE AWARDED. THE APPLICANT IS REQUIRED TO COMPLETE A NEW APPLICATION AND PROVIDE PROOF OF INCOME ANNUALLY, AND A FILE IS KEPT ON EACH SCHOLARSHIP RECIPIENT. THERE ARE EMERGENCY SITUATIONS IN WHICH SOME PEOPLE ARE AWARDED A DISCOUNT WITHOUT HAVING TO PROVIDE THE NORMAL DOCUMENTATION; THEY ARE BROUGHT TO THE ATTENTION OF THE CEO, CFO, OR BY DEPARTMENT DIRECTORS, AND IF APPROVED, ARE DOCUMENTED IN A FILE BY THE EXECUTIVE DIRECTOR. X 0 0 0 0 0 0 0 0 0 GENE JONES CEO 274231 0 0 0 0 0 33163 0 1855 0 309249 0 0 0 SHANNON JOHNSON-MATTHEWS COO 158272 0 0 0 0 0 18993 0 9816 0 187081 0 0 0 JOHN CAMPBELL CFO 161116 0 0 0 0 0 19334 0 5574 0 186024 0 0 0 STEPHANIE DEITER CHRO 134662 0 0 0 0 0 16159 0 10094 0 160915 0 0 0 BRIAN NASON SR. VP OF YOUTH DEVELOPMEN 129654 0 0 0 0 0 15559 0 12813 0 158026 0 0 0 X MERGER DONATION 1 12867845 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 WILL BE PROVIDED TO THE BOARD VIA E-MAIL FOR THEIR REVIEW, QUESTIONS AND COMMENTS BEFORE FILING THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ALL RECEIVE AND REVIEW AN EMAILED LIST OF VENDORS HIRED BY THE ORGANIZATION WITHIN THE LAST FISCAL YEAR. THE LIST IS SENT ANNUALLY AND IS AVAILABLE AT ANY OTHER TIME DURING THE YEAR UPON REQUEST. THEY SUBSEQUENTLY REPORT ANY CONFLICTS OF INTEREST THAT BECOME APPARENT THROUGH THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE EVALUATES THE CEO'S PERFORMANCE ANNUALLY AND ENSURES THAT HIS SALARY IS REASONABLE. THE CEO HAS NO INPUT INTO HIS COMPENSATION. THE CEO REVIEWS THE PERFORMANCE AND COMPENSATION OF THE OTHER OFFICERS AND SCHOOL PRINCIPALS ANNUALLY AND DETERMINES REASONABLENESS AND FAIRNESS BY COMPARING TO OTHER SALARIES IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING OTHER YMCAS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALL DOCUMENTS RELATING TO THE CHARTER SCHOOLS ARE AVAILABLE PER FLORIDA SUNSHINE LAW. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST -86,116. FORM 990, PART XII, QUESTION 2C THERE HAVE NOT BEEN ANY CHANGES TO THE REVIEW AND APPROVAL PROCESS.