2025-04-14T14:05:22-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 320079174 NOVA ACADEMY NOVA 7145690948 500 W SANTA ANA BLVD SANTA ANA CA 92701 RENEE LANCASTER CEO 7145690948 2025-04-12 1 1 WADE MCMULLEN P00541671 6268577300 2025-04-12 2023 2025-03-06 01:10:19Z RENEE LANCASTER 500 W SANTA ANA BLVD SANTA ANA CA 92701 13396251 0 X WWW.NOVA-ACADEMY.ORG X 2002 CA TO INSPIRE, EDUCATE, AND PREPARE ALL STUDENTS TO BE SUCCESSFUL IN COLLEGE, CAREER, AND IN LIFE. 5 5 79 100 0 0 12513879 13342584 0 0 12519 15738 164871 37929 12691269 13396251 0 0 0 0 6107739 5869218 0 0 0 5272171 6311689 11379910 12180907 1311359 1215344 34257489 34180616 25397390 24105173 8860099 10075443 X TO INSPIRE, EDUCATE, AND PREPARE ALL STUDENTS TO BE SUCCESSFUL IN COLLEGE, CAREER, AND IN LIFE. NOVA ACADEMY HELPS EDUCATIONALLY DISADVANTAGED STUDENTS ENJOY GREATER ACADEMIC SUCCESS. PROVIDES STUDENTS WITH THE OPPORTUNITY TO ATTEND COLLEGE CLASSES IN HIGH SCHOOL AND SEAMLESSLY TRANSITION INTO HIGHER EDUCATION. 0 0 9070496 NOVA ACADEMY PROVIDES EDUCATION AT AN EARLY COLLEGE LEVEL FOR HIGH SCHOOL STUDENTS, GRADES 9-12. IT OPERATES TWO CHARTER SCHOOLS THAT WORK IN PARTNERSHIP WITH THEIR RESPECTIVE SCHOOL DISTRICTS. BOTH CHARTER SCHOOLS OFFER DUAL ENROLLMENT WITH OPPORTUNITIES FOR STUDENTS TO TAKE TRANSFERABLE COLLEGE COURSES FROM COMMUNITY COLLEGE, PRIVATE COLLEGES AND FROM THE UNIVERSITY OF CALIFORNIA SCHOOLS. AT BOTH LOCATIONS, STUDENTS ARE ABLE TO ENROLL IN COLLEGE COURSES CONCURRENTLY WITH CHARTER SCHOOL CLASSES IN ORDER TO SUCCESSFULLY TRANSITION INTO HIGHER EDUCATION AFTER HIGH SCHOOL. 9070496 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X RENEE LANCASTER 7145690948 500 W SANTA ANA BLVD SANTA ANA CA 92701 RENEE LANCASTER CHIEF EXECUTIVE OFFICER 40.00 X X 208031 0 41937 SANFORD OTSUJI BOARD CHAIR 2.00 X X 0 0 0 DR SUSAN GARRETT BOARD VICE CHAIR 2.00 X X 0 0 0 NORM LESTER BOARD SECRETARY 2.00 X X 0 0 0 KAREN LESTER BOARD TREASURER 2.00 X X 0 0 0 OLGA DUARTE BOARD MEMBER 2.00 X 0 0 0 RICK WEIR BOARD MEMBER (TERM END 08/03/2023) 2.00 X 0 0 0 JOHN BOWEN DIRECTOR, HR & OPERATIONS 40.00 X 143619 0 39146 ADRIENNE HAGGERTY ASSISTANT PRINCIPAL 40.00 X 112700 0 27960 LISA HERNANDEZ PRINCIPAL 40.00 X 125600 0 27710 MELISSA MIER HEAD OF SCHOOL 40.00 X 101282 0 51206 ALICIA LEWIS BUSINESS SERVICES MANAGER 40.00 X 107769 0 37885 799001 0 225844 6 0 1 0 METHOD TECHNOLOGIES INC 10805 HOLDER ST STE 100 CYPRESS CA 90630 IT SERVICES AND TECHNOLOGY HARDWARE 331753 EL PASEO CHILDREN'S CENTER 74075 EL PASEO DR STE A2B PALM DESERT CA 92260 SPECIAL EDUCATION SERVICES 227845 CHARTER IMPACT LLC 8500 BALBOA BLVD STE 140 NORTHRIDGE CA 91325 BACK OFFICE SERVICES 218578 KELLY SERVICES INC 999 WEST BIG BEAVER ROAD TROY MI 48084 SUBSTITUTE TEACHER SERVICES 176417 ALLIED UNIVERSAL SECURITY SERVICES 161 WASHINGTON ST600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 172682 7 12635304 707280 500 13342584 15738 15738 OTHER REVENUE 900099 37929 37929 37929 13396251 0 0 53667 X 445490 370915 74575 4115334 3412762 702572 815593 693374 122219 353787 293752 60035 139014 105964 33050 278278 278278 271834 23259 248575 1611236 1122795 488441 165412 69511 95901 46345 30137 16208 206022 197075 8947 2221485 1846095 375390 99452 74066 25386 16347 16347 239130 239130 144785 144785 INSTRUCTIONAL MATERIALS 699336 636542 62794 OTHER EXPENSES 312027 194249 117778 12180907 9070496 3110411 0 8431262 8035324 701370 512781 2253035 2077863 219897 206377 5003659 1025117 2436740 3978542 20215185 19369729 34257489 34180616 2970046 2431385 2150040 1978193 201072 20277304 19494523 25397390 24105173 X 8860099 10075443 8860099 10075443 34257489 34180616 1215344 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3666061 424140 3241921 1093584 600977 492607 244014 244014 3978542 OPERATIONG ROU 19301118 FINANCING ROU 58611 SECURITY DEPOSIT 10000 19369729 OPERATING LEASE LIABILITIES 19433640 FINANCING LEASE LIABILITIES 60883 19494523 X 13396251 0 13396251 0 13396251 12180907 0 12180907 0 12180907 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ORGANIZATION FILES AND EXEMPT RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFOR IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS RECRUITMENT MATERIAL. SCHEDULE E, PART I, LINE 4 AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID. SCHEDULE E, PART I, LINE 6 THE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X X 0 0 0 0 0 0 0 0 0 RENEE LANCASTER CHIEF EXECUTIVE OFFICER 204231 0 3800 0 0 0 39583 0 2354 0 249968 0 0 0 JOHN BOWEN DIRECTOR, HR & OPERATIONS 143619 0 0 0 0 0 36428 0 2718 0 182765 0 0 0 LISA HERNANDEZ PRINCIPAL 125600 0 0 0 0 0 23056 0 4654 0 153310 0 0 0 MELISSA MIER HEAD OF SCHOOL 101282 0 0 0 0 0 23057 0 28149 0 152488 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS BETWEEN BOARD MEMBERS NORM LESTER AND KAREN LESTER. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUB COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND BUSINESS SERVICES MANAGER. THE FORM IS ALSO PRESENTED AND PROVIDED TO THE BOARD MEMBERS AT THE FIRST FORMAL BOARD MEETING FOLLOWING THE COMPLETION OF THE RETURN. THE FOR 990 IS REVIEWED AND APPROVED PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. MONITORING IS PERFORMED REGULARLY BY THE BOARD OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION PERFORMS A STUDY LOOKING AT COMPARABLE INDUSTRY STANDARD SALARIES AND APPLIES THOSE STANDARDS ACROSS POSITIONS IT HAS. THE SALARIES OF CEO AND EXECUTIVE DIRECTORS ARE INCLUDED IN THE BUDGET PRESENTED TO THE BOARD PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE BOARD OF DIRECTORS HAS THE ABILITY TO MODIFY OR CHANGE THE COMPENSATIONS THROUGH A MAJORITY VOTE. THE CEO'S COMPENSATION WAS LAST REVIEWED ON 10/05/2022. A THREE-YEAR EMPLOYMENT AGREEMENT WAS PENNED 10/07/2022 AND THAT AGREEMENT IS VALID THROUGH 06/30/2025. FORM 990, PART VI, SECTION C, LINE 19 THE REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 11G FOOD SERVICES: PROGRAM SERVICE EXPENSES 225,851. MANAGEMENT AND GENERAL EXPENSES 98,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 324,101. SPECIAL EDUCATION: PROGRAM SERVICE EXPENSES 230,120. MANAGEMENT AND GENERAL EXPENSES 100,107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 330,227. CONTRACTED SUBSTITUTES: PROGRAM SERVICE EXPENSES 140,731. MANAGEMENT AND GENERAL EXPENSES 61,221. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,952. PROF. SERV. NON-INSTRUCTIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 84,829. MANAGEMENT AND GENERAL EXPENSES 36,902. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,731. OTHER SERVICES: PROGRAM SERVICE EXPENSES 441,264. MANAGEMENT AND GENERAL EXPENSES 191,961. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 633,225. FORM 990, PART XII, LINE 2. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. NOVA ACADEMY FACILITIES LLC 500 W SANTA AN BLVD SANTA ANA CA 92701 472288700 TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF NOVA ACADEMY CA 1276834 16362799 NOVA ACADEMY CHILDREN'S FOUNDATION INC NOVA ACADEMY CHILDREN'S FOUNDATION INC 500 W SANTA ANA BLVD SANTA ANA CA 92701 472288700 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 12A, I NOVA ACADEMY 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NOVA ACADEMY CHILDREN'S FOUNDATION INC C 640008 FMV