2025-04-16T06:54:06-05:00 2024-06-30 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2023-07-01 591218022 THE CANTERBURY SCHOOL OF FLORIDA INC CANT 7275251419 990 62ND AVENUE NE ST PETERSBURG FL 33702 SHARON GARDNER TREASURER 7275251419 2025-04-04 1 1 SAM A LAZZARA P01342929 8138757774 2023 2025-03-06 01:10:19Z SHARON GARDNER 990 62ND AVENUE NE ST PETERSBURG FL 33702 11490357 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 14 14 144 200 0 0 728819 627078 9295405 10024773 67208 208385 379168 487593 10470600 11347829 1095739 998005 0 0 5631801 6001860 0 0 67386 3451503 3635896 10179043 10635761 291557 712068 15665683 15792408 5819621 5244369 9846062 10548039 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 8772216 998005 10021837 THE SCHOOL APPRECIATED, ENCOURAGED, AND NURTURED THE INDIVIDUAL CHILD WHILE GUIDING VALUES AND PERSONAL CHARACTER FOR APPROXIMATELY 391 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH GRADE TWELVE FOR THE 2023-2024 SCHOOL YEAR. SPECIAL PROGRAMS SUCH AS EXTENDED DAY CARE,ATHLETIC PROGRAMS AND EDUCATIONAL RESOURCES ARE ALSO OFFERED TO STUDENTS. 8772216 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 32 0 1 144 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X SHAWN PENNY 7275215908 990 62ND AVENUE NE ST PETERSBURG FL 33702 MARION HALE PRESIDENT 1.00 0.25 X X 0 0 0 STEVE MCMULLEN VICE PRESIDENT 1.00 X X 0 0 0 SHARON GARDNER TREASURER 1.00 0.25 X X 0 0 0 BRAD BOHNERT SECRETARY 1.00 X X 0 0 0 JEFF ADAMS TRUSTEE 1.00 X 0 0 0 BOB DONALDSON TRUSTEE 1.00 X 0 0 0 WADE HAMBY TRUSTEE 1.00 X 0 0 0 MARK DUBINA TRUSTEE 1.00 X 0 0 0 ROBB HOUGH TRUSTEE 1.00 X 0 0 0 JENNIFER KATZENSTEIN TRUSTEE 1.00 X 0 0 0 DAN LEEPER TRUSTEE 1.00 X 0 0 0 BAILEY MCCLANATHAN TRUSTEE 1.00 X 0 0 0 ASHLEY NALL TRUSTEE 1.00 0.25 X 0 0 0 JENNA WORDEN-BROOKS TRUSTEE 1.00 0.25 X 0 0 0 HOLLIS AMLEY HEAD OF SCHOOL - CURRENT 40.00 X 281995 0 7235 SHAWN PENNEY DIRECTOR OF FINANCE & OPER 40.00 X 34226 0 1801 JODY MOORE DIRECTOR OF TECHNOLOGY 40.00 X 100212 0 7696 DONNAMARIE HEHN HEAD OF KNOWLTON CAMPUS 40.00 X 105450 0 9019 521883 0 25751 3 0 1 0 0 627078 627078 TUITION, FEES, AND ACTIVITES 611710 9455810 9455810 AFTER SCHOOL PROGRAMS 611710 253188 253188 SUMMER CAMP 611710 186552 186552 LUNCH INCOME 611710 128091 128091 OTHER PROGRAM SERVICES 611710 1132 1132 10024773 211321 211321 98212 0 98212 98212 98212 12739 5000 0 20675 12739 -15675 -2936 -2936 511234 121853 389381 389381 11347829 10021837 0 698914 998005 998005 408088 348915 55092 4081 4499593 3847152 607445 44996 81950 70067 11063 820 667968 571112 90176 6680 344261 294343 46475 3443 4940 4940 217006 217006 119900 89925 29975 47250 47250 436127 307762 128365 7067 3640 3427 40431 28302 12129 697944 488561 209383 323529 226470 97059 REPAIR AND MAINTENANCE 509592 356714 152878 TUITION REMISSION 477092 467550 7157 2385 STUDENT ACTIVITIES 443312 443312 CONSUMABLES 270267 230386 39881 41439 36458 4981 10635761 8772216 1796159 67386 3921066 3421932 381122 323864 65525 10000 36767 76804 75000 52775 215783 422680 19487696 10084360 9611256 9403336 735455 1534031 623709 546986 15665683 15792408 677129 615191 3196991 2725440 1329262 1369693 616239 534045 5819621 5244369 X 9380062 10143843 466000 404196 9846062 10548039 15665683 15792408 X 712068 3893 -13985 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 945728 10698 226022 20556 8796 1153096 820782 1760 130953 7767 945728 991363 68713 -228306 10988 820782 715503 215 285893 10248 991363 707004 1991 15191 8683 715503 1.00000 0 1 1 110000 110000 15065233 7942761 7122472 3330887 1376958 1953929 969975 764641 205334 11601 11601 9403336 LEASE LIABILITY 534045 534045 X 10696655 -651174 -651174 11347829 0 11347829 9646801 13985 13985 9632816 4940 998005 1002945 10635761 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, 2021 REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS -998,005. FOUNDATION INCOME 346,831. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBTS 13,985. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS 998,005. 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 INCLUDES ITS NON-DISCRIMINATION POLICY ON THE APPLICATION PAGE OF THE SCHOOL WEBSITE. GALA 444554 444554 98032 GOLF TOURNAMENT 51810 51810 15161 1 14870 14870 8660 511234 511234 121853 121853 389381 1 NEED-BASED FINANCIAL AID & TUITION DISCOUNTS 203 998005 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 - CURRENT 281995 0 0 0 0 0 0 0 7235 0 289230 0 0 0 THE HOUGH FAMILY FOUNDATION INC RELATED ENTITY OF BOARD MEMBER CAPITAL X 2305028 1369693 0 1 1 RELATED ENTITY OF BOARD MEMBER X 0 0 0 HOLLIS AMLEY HEAD OF SCHOOL EMPLOYMENT AGREEMENT X 100000 52775 0 1 1 1422468 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 VICE-PRESIDENT OF THE BOARD IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN THE EVENT OF A CONFLICT,THE MEMBER WITH THE POTENTIAL CONFLICT WILL RECUSE THEMSELVES FROM THE DISCUSSIONS AND 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 -13,985. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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