2026-04-20T08:38:11-05:00 2025-06-30 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2024-07-01 591218022 THE CANTERBURY SCHOOL OF FLORIDA INC CANT 7275251419 990 62ND AVENUE NE ST PETERSBURG FL 33702 JENNA WORDEN BROOKS TREASURER 7275251419 2026-04-16 1 1 SAM A LAZZARA P01342929 8138757774 2024 2025-03-06 01:10:19Z JENNA WORDEN-BROOKS 990 62ND AVENUE NE ST PETERSBURG FL 33702 12807438 0 X WWW.CANTERBURYFLORIDA.ORG X 1968 FL EDUCATES AND NURTURES THE WHOLE CHILD IN MIND, BODY, AND SPIRIT IN PREPARATION FOR COLLEGE AND AN HONORABLE LIFE AS A RESPONSIBLE STEWARD OF OUR WORLD 15 15 151 200 0 0 627078 1414142 10024773 10486891 208385 265199 487593 458546 11347829 12624778 998005 695364 0 0 6001860 6762668 0 0 217697 3635896 3679593 10635761 11137625 712068 1487153 15792408 16939747 5244369 4925608 10548039 12014139 THE CANTERBURY SCHOOL OF FLORIDA WAS FOUNDED IN 1968 AS A CO-EDUCATIONAL PREPARATORY SCHOOL FOR STUDENTS IN GRADES PRE-K THROUGH TWELVE. THE SCHOOL IS ACCREDITED BY THE FLORIDA COUNCIL OF INDEPENDENT SCHOOLS. THE SCHOOL SERVES RESIDENTS PRIMARILY IN THE TAMPA BAY AREA. 0 0 8885998 695364 10486891 THE SCHOOL APPRECIATED, ENCOURAGED, AND NURTURED THE INDIVIDUAL CHILD WHILE GUIDING VALUES AND PERSONAL CHARACTER FOR APPROXIMATELY 446 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH GRADE TWELVE FOR THE 2024-2025 SCHOOL YEAR. SPECIAL PROGRAMS SUCH AS EXTENDED DAY CARE,ATHLETIC PROGRAMS AND EDUCATIONAL RESOURCES ARE ALSO OFFERED TO STUDENTS. 8885998 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 39 0 1 151 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X SHAWN PENNEY 7275215908 990 62ND AVENUE NE ST PETERSBURG FL 33702 ROBB HOUGH PRESIDENT 1.00 0.25 X X 0 0 0 WADE HAMBY VICE PRESIDENT 1.00 X X 0 0 0 JENNA WORDEN-BROOKS TREASURER 1.00 X X 0 0 0 JEFF ADAMS SECRETARY 1.00 X X 0 0 0 BOB DONALDSON TRUSTEE 1.00 X 0 0 0 DAN LEEPER TRUSTEE 1.00 X 0 0 0 ASHLEY NALL TRUSTEE 1.00 0.25 X 0 0 0 MARK INGLES TRUSTEE 1.00 X 0 0 0 MATTHEW BISSET TRUSTEE 1.00 X 0 0 0 ALISON CREWS TRUSTEE 1.00 X 0 0 0 JENNIFER KATZENSTEIN TRUSTEE 1.00 X 0 0 0 MIKE HANNA TRUSTEE 1.00 0.25 X 0 0 0 PETER J VONALT TRUSTEE 1.00 X 0 0 0 BRAD BOHNERT TRUSTEE 1.00 0.25 X 0 0 0 MARION HALE TRUSTEE 1.00 0.25 X 0 0 0 HOLLIS AMLEY HEAD OF SCHOOL 40.00 X 278417 0 9164 SHAWN PENNEY DIRECTOR OF FINANCE 40.00 X 129519 0 7841 JODY MOORE DIRECTOR OF TECHNOLOGY 40.00 X 104305 0 9376 DONNAMARIE HEHN HEAD OF KNOWLTON CAMPUS 40.00 X 108755 0 9376 L'TANYA EVANS DIRECTOR OF ENROLLMENT 40.00 X 124861 0 9161 745857 0 44918 5 0 1 0 0 1414142 1414142 TUITION, FEES, AND ACTIVITES 611710 9856004 9856004 AFTER SCHOOL PROGRAMS 611710 280312 280312 SUMMER CAMP 611710 196330 196330 LUNCH INCOME 611710 152779 152779 OTHER PROGRAM SERVICES 611710 1466 1466 10486891 285905 285905 111330 0 111330 111330 111330 16683 0 37389 16683 -37389 -20706 -20706 492487 145271 347216 347216 12624778 10466185 0 744451 695364 695364 449300 371571 65238 12491 5133396 4245319 745369 142708 81950 67773 11899 2278 706413 584204 102571 19638 391609 323860 56862 10887 7189 7189 253670 253670 45913 34435 11478 47159 47159 409590 289277 120313 12930 5092 7838 35577 24904 10673 696576 487603 208973 315600 220920 94680 REPAIR AND MAINTENANCE 537398 376179 161219 TUITION REMISSION 485067 422009 38805 24253 STUDENT ACTIVITIES 482418 482418 CONSUMABLES 309399 255070 54329 41107 35665 5442 11137625 8885998 2033930 217697 3421932 4219930 323864 386336 10000 294643 76804 43229 52775 40000 422680 245008 19652982 10541172 9403336 9111810 1534031 2135202 546986 463589 15792408 16939747 615191 733449 2725440 2736241 1369693 1005270 534045 450648 5244369 4925608 X 10003323 11619754 544716 394385 10548039 12014139 15792408 16939747 X 1487153 -3841 -17212 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1293615 562355 265019 10000 13597 2097392 945728 140658 226025 10000 8796 1293615 820782 1760 130953 7767 945728 991363 68713 -228306 10988 820782 715503 215 285893 10248 991363 0.65000 0.35000 0 1 1 110000 110000 15177424 8272577 6904847 3305577 1511465 1794112 1010900 757130 253770 49081 49081 9111810 LEASE LIABILITY 450648 450648 X 12722161 -3841 108413 104572 12617589 7189 7189 12624778 10452284 17212 17212 10435072 7189 695364 702553 11137625 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED A DETERMINATION OF TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE FOUNDATION'S TAX EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER JUNE 30, 2022 REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS -705,364. FOUNDATION INCOME 813,777. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBTS 17,212. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS 695,364. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL INCLUDES ITS NON-DISCRIMINATION POLICY ON THE APPLICATION PAGE OF THE SCHOOL WEBSITE. GALA 420912 420912 115679 GOLF TOURNAMENT 54465 54465 18172 1 17110 17110 11420 492487 492487 145271 145271 347216 1 NEED-BASED FINANCIAL AID & TUITION DISCOUNTS 196 695364 PART I, LINE 2: THE CANTERBURY SCHOOL OF FLORIDA, INC. PROVIDES FINANCIAL ASSISTANCE TO FAMILIES BASED UPON DEMONSTRATED FINANCIAL NEED AND THE SCHOOL'S AVAILABLE FUNDS. TADS OFFERED BY COMMUNITY BRANDS IS USED TO DETERMINE NEED. FINANCIAL ASSISTANCE IS AWARDED FOR A ONE YEAR PERIOD. X X 0 1 0 0 0 0 0 0 0 HOLLIS AMLEY HEAD OF SCHOOL 278417 0 0 0 0 0 0 0 9164 0 287581 0 0 0 THE HOUGH FAMILY FOUNDATION INC RELATED ENTITY OF BOARD MEMBER CAPITAL X 2305028 1005270 0 1 1 RELATED ENTITY OF BOARD MEMBER X 0 0 0 HOLLIS AMLEY HEAD OF SCHOOL EMPLOYMENT AGREEMENT X 100000 40000 0 1 1 1045270 FORM 990, PART VI, SECTION A, LINE 8B ALTHOUGH THE ORGANIZATION HAS VARIOUS COMMITTEES, NONE OF THEM HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY UNLESS SPECIFICALLY DELEGATED TO IT BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE GOVERNING BOARD RECEIVE A COPY OF THE SCHOOL'S 990 FOR REVIEW AND COMMENTS PRIOR TO THE 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD, UNDER THE DIRECTION OF THE BOARD CHAIR OF CANTERBURY SCHOOL OF FLORIDA, INC., IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN THE EVENT A CONFLICT ARISES, THE MEMBER WITH THE POTENTIAL CONFLICT WILL RECUSE THEMSELVES FROM BOTH THE DISCUSSION AND THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE HEAD OF SCHOOL. THE COMMITTEE MEETS, REVIEWS GOALS AND ACHIEVEMENTS OF THE HEAD OF SCHOOL, CONSIDERS COMPENSATION DATA FROM COMPARABLE SCHOOLS AND THE BUDGET, AND DETERMINES THE APPROPRIATE COMPENSATION. THE HEAD OF SCHOOL DETERMINES COMPENSATION FOR ALL OTHER EMPLOYEES. COMPENSATION IS BASED ON AN EVALUATION PROCESS AND REVIEW OF GOALS WITH CONSIDERATION GIVEN TO COMPARABLE SCHOOLS. BUDGET MINUTES ARE KEPT FROM THE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR REVIEW IN THE SCHOOL'S BUSINESS OFFICE. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -17,212. THE CANTERBURY SCHOOL OF FLORIDA FOUNDATION INC 990 62ND AVENUE NE ST PETERSBURG FL 33702 593533962 SCHOOL FUNDRAISING FL 501(C)(3) LINE 12A, I THE CANTERBURY SCHOOL OF FLORIDA INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE CANTERBURY SCHOOL OF FLORIDA FOUNDATION INC C 10000 FMV