Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| SCHEDULE E, LINE 3 | THE POLICY IS ON THE WEB PAGE-ADMISSIONS SITE AT WWW.WOODLANDHALLACADEMY.ORG. |
| SCHEDULE E, LINE 6 | THE INSTITUTE RECEIVES 810 UNDER TITLE II PROFESSIONAL DEVELOPMENT GRANT ALLOCATION VIA LEON COUNTY SCHOOLS. |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | 2. DRI LED TWO WEEK LONG WORKSHOPS FOR TEACHER TRAINING FOR THE TEACHERS AT WOODLAND HALL ACADEMY IN AUGUST OF 2015 AND JANUARY OF 2016. TOPICS COVERED NEW RESEARCH ON DYSLEXIA/ADHD AND MULTISENSORIAL TEACHING TECHNIQUES. RESEARCH: 1. DRI HAS COLLABORATED WITH PHYSICIANS, OPTOMETRISTS AND PSYCHOLOGISTS IN CONDUCTING RESEARCH RELATED TO DYSLEXIA. IN 2011, ROBYN RENNICK (PROGRAM DIRECTOR) WAS CO-AUTHOR OF AN ARTICLE PUBLISHED IN THE "JOURNAL OF LEARNING DISABILITIES" CONCERNING RESEARCH WITH ADULTS WITH DYSLEXIA. DURING 2013, DRI CONTINUED TO WORK WITH SOCIAL WORK PROFESSORS FROM EAST CAROLINA UNIVERSITY ON THEIR RESEARCH CONCERNING INTERGENERALTIONAL DYSLEXIA. TWO FOCUS GROUPS WERE HELD BY DRI IN TALLAHASSEE WITH CHILDREN OF DYSLEXIC PARENTS AND WITH THEIR DYSLEXIC PARENTS. IN 2014, DRI CONTINUED TO COLLABORATE WITH THE PROFESSORS FROM EAST CAROLINA UNIVERSITY ON THE RESEARCH PROJECTS CONCERNING ADULTS WITH DYSLEXIA. 2. IN A MORE INFORMAL SETTING, DRI HAS CONTINUED WORKING WITH FLORIDA ALLIANCE FOR ASSISTIVE SERVICES AND TECHNOLOGY IN USING DIFFERENT FORMS OF TECHNOLOGY WITH STUDENTS WITH DYSLEXIA AT WOODLAND HALL ACADEMY, AND REPORTING ON THEIR EFFECTIVENESS. ADVOCACY: DRI HAS BEEN INSTRUMENTAL IN HELPING MAKE CHANGES IN FLORIDA LAWS AS THEY RELATE TO INDIVIDUALS WITH DISABILITIES, ESPECIALLY THOSE WITH LEARNING DISABILITIES. 1. DRI STAFF CONTINUALLY WORKS WITH STAFF AT THE FLORIDA DEPARTMENT OF EDUCATION AND WITH STATE LEGISLATORS TO ENSURE THAT THE MCKAY SCHOLARSHIP PROGRAM RETAINS ITS AUTONOMY AND VIABILITY. THE MCKAY SCHOLARSHIP IS THE LARGEST PROGRAM IN THE NATION FOR STUDENTS WITH DISABILITES WHICH ALLOWS THE PARENT TO TAKE THE STATE MONEY ALLOCATED FOR PUBLIC SCHOOL AND USE IT AT ANOTHER PUBLIC OR PRIVATE SCHOOL. 2. DRI MET WITH LEGISLATORS TO CRAFT LEGISLATION DEVELOPING A TRANSITION TO WORK PROGRAM FOR STUDENTS ON THE MCKAY SCHOLARSHIP. THIS WAS PASSED IN THE 2016 SESSION. 3. DRI HAS ALSO ATTENDED WORKSHOPS WITH FLORIDA ASSOCIATION FOR CHOICE IN EDUCATION (FACE). THESE MEETING FOCUS ON THE DIFFERENT CHOICES IN EDUCATION THAT ARE AVAILABLE TO CHILDREN IN FLORIDA. 4. STAFF MEMBERS OF DRI ATTENDED THE MCKAY CONFERENCE IN ORLANDO. THIS IS A CONFERENCE CONCERNING THE MCKAY SCHOLARSHIP. A STAFF MEMBER PRESENTED INFORMATION CONCERNING THE SCHOLARSHIP PROGRAM AND HOW IT ASSISTS PARENTS AND STUDENTS THROUGHOUT FLORIDA. INFORMATION: 1. DRI IS OFTEN CONTACTED BY INDIVIDUALS THROUGHOUT THE COUNTRY INQUIRING ABOUT SERVICES AND PROGRAMS IN THEIR AREA. STAFF DIRECT THESE INQUIRIES TO APPROPRIATE RESOURCES. 2. DRI HAS DEVELOPED A PACKET OF INFORMATION EXPLAINING HOW PARENTS MAY HAVE THEIR CHILDREN EVALUATED FOR LEARNING DISABILITIES THROUGH THE PUBLIC SCHOOL AND SHARES IT WITH THE PARENTS TO ASSIST THEM IN UNDERSTANDING THE PUBLIC SCHOOL PROCESS. DRI SENDS THIS INFORMATION TO PARENTS WHO INQUIRE ON A WEEKLY BASIS. 3. DRI LED TWO SEMINARS FOR PARENTS IN LEON COUNTY: 1)WHAT IS DYSLEXIA/ADHD AND HOW THEY CAN AFFECT YOUR CHILDREN, AND 2)NUTRITION AND HOW IT AFFECTS LEARNING AND BEHAVIOR. 4. DRI SENT OUT SIX ELECTRONIC NEWSLETTERS CONCERNING DIFFERENT TOPICS OF DYSLEXIA/ADD AND LEARNING. THESE NEWSLETTERS GO TO OVER 2,000 INDIVIDUALS, NOT JUST IN THE AREA, BUT THROUGHOUT FLORIDA AND OTHER STATES. 5. DRI SPOKE AT CIVIC GROUPS SUCH AS THE KIWANIS ON THE ASPECTS OF DYSLEXIA. 5. DRI WROTE 6 ARTICLES CONCERNNG DYSLEXIA AND ADHD WHICH WERE PUBLISHED IN THE LOCAL PAPER AND LOCAL NEWSLETTERS. LAB SCHOOL-WOODLAND HALL ACADEMY: WOODLAND HALL ACADEMY ("WHA") IS THE LARGEST, DIRECT SERVICE PROGRAM OF DRI. THE SCHOOL WAS OPENED IN 1975 WITH THE MOTTO "IF A CHILD CAN'T LEARN THE WAY WE TEACH THEM, THEN WE TEACH THE WAY THEY LEARN". WHA SERVES STUDENTS WITH DYSLEXIA/ADHD AND RELATED LEARNING DISABILITIES FROM 1ST THROUGH 12TH GRADE. CLASS SIZES AVERAGE FIVE CHILDREN SO THAT INDIVIDUAL ATTENTION MAY BE GIVEN. THE ENTIRE SCHOOL PROGRAM IS DESIGNED AROUND THE WAY STUDENTS WITH THIS UNIQUE WAY OF LOOKING AT THE WORLD MUST TAUGHT. WHA USES A MULTISENSORIAL, STRUCTURED LANGUAGE EDUCATION APPROACH AND STAFF ARE CONSTANTLY LEARNING NEW TECHNIQUES OR "TWEAKING" OLD TECHNIQUES TO MEET THE STUDENTS' NEEDS. AS NEW TECHNIQUES ARE DEVELOED, DRI SHARES WITH OTHER TEACHERS OR PARENTS THROUGH THEIR TRAINING WORKSHOPS. WOODLAND HALL ACADEMY SERVED 24 FULLTIME STUDENTS FOR THE SCHOOL YEAR 2015 -2016. STUDENTS COME FROM AS FAR AS BRISTOL (50 MILES) AND ST. MARKS (35 MILES) TO ATTEND THE SCHOOL. ONE STUDENT'S FAMILY MOVED FROM PORT ST. JOE (100 MILES) TO ENROLL HIM IN THE SCHOOL. SERVICES: 1. CAREER METORING PROGRAM - DRI WAS AWARDED A GRANT BY THE ABLE TRUST TO ESTABLISH A FLORIDA HIGH SCHOOL/HIGH TECH PROGRAM IN GULF COUNTY. FLORIDA HS/HT IS CAREER MENTORING PROGRAM FOR STUDENTS WITH DISABILITIES IN HIGH SCHOOL. 2015 MARKED THE 8TH YEAR OF THIS PROGRAM. HS/HT OF GULF COUNTY SERVES 15-20 STUDENTS EACH YEAR. IT PROVIDES MENTORING SERVICES, CAREER INFORMATION, AND CAREER SHADOWING OPPORTUNITIES. IN THIS VERY IMPOVERISHED AREA, WHERE THE MAJORITY OF JOBS FOR HIGH SCHOOL STUDENTS ARE AT BURGER KING, MCDONALDS OR THE GROCERY STORE, DRI PROVIDED PAID SUMMER INTERNSHIP PROGRAMS FOR 4 STUDENTS IN THE SUMMER OF 2016. STUDENTS WERE PLACED IN JOB SITES SUCH AS FAIRPOINT COMMUNICATIONS, EMERGENCY MANAGEMENT SYSTEMS, HEALTHCARE, CHILDCARE AND PHYSICAL FITNESS PROGRAMS, TO NAME A FEW. 2. ADULT PROGRAM - DRI PROVIDES CAREER AND ACADEMIC CONSULTATIONS TO ADULTS WITH DYSLEXIA/ADHD AND RELATED LEARNING DISABILITIES. CONSULTATION MAY TAKE THE FORM OF SESSIONS WITH THE ADULT TO HELP THEM UNDERSTAND HOW DYSLEXIA/ADHD AFFECTS THEIR LIFE, SOCIALLY, ACADEMICALLY, HEALTH-WISE AND CAREER-WISE. THIS YEAR DRI WORKED WITH OVER 10 ADULTS IN CONSULTATIONS IN EITHER ACADEMICS OR CAREERS. DRI ALSO PROVIDES INTENSIVE ONE-TO-ONE ACADEMIC THERAPY TO REMEDIATE AND HELP REMOVE THE BARRIERS THAT ADULTS OFTEN FACE BECAUSE THEIR LEARNING ISSUES WEREN'T RECOGNIZED OR ADDRESSED EARLIER IN THEIR LIVES. 3. SUMMER READING PROGRAM - DRI PROVIDES A MONTH LONG INTENSIVE READING PROGRAM IN THE SUMMER. STUDENTS ENGAGE IN ONE-TO-ONE TUTORING FOR TWO PERIODS A DAY AND SMALL GROUP (5:1) INSTRUCTION ONE PERIOD. STUDENTS OFTEN COME FROM OTHER PARTS OF FLORIDA AND EVEN FROM OUT OF STATE TO ATTEND THE PROGRAM. DRI SERVED 26 STUDENTS IN THE SUMMER OF 2016. |
| FORM 990, PAGE 6, PART VI, LINE 2 | HARDMAN & ASSOCIATES, INC. PRESIDENT |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS REVIEWS FORM 990 AT THE BOARD MEETING BEFORE FILING THE TAX RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY IN WRITING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION ARRANGEMENTS AND ARE THE ONES TO DECIDE ON COMPENSATION. HARDMAN AND RENNICK ABSTAIN ON ANY VOTES WHICH CONCERN THEIR SALARY STRUCTURE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AT THE PRESENT TIME, THE INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
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| Software Version: |