2023-03-23T18:59:17-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2021-07-01 824453363 ELITE ACADEMIC ACADEMY - LUCERNE ELIT 8663548302 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 MEGHAN FREEMAN CEO 8663548302 2023-03-23 1 MEGHAN FREEMAN 999009999 WADE MCMULLEN P00541671 6268577300 2023-03-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MEGHAN FREEMAN 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 8355892 0 X ELITEACADEMIC.COM X 2018 CA OPERATION OF A CHARTER SCHOOL. 3 3 79 3 0 0 7193483 8345706 0 0 0 0 85391 10186 7278874 8355892 0 0 0 0 3015826 4769293 0 0 0 3475777 3553095 6491603 8322388 787271 33504 1947008 2314344 594492 928324 1352516 1386020 ELITE ACADEMIC ACADEMY - LUCERNE IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS ORGANIZED TO MANAGE AND OPERATE A PUBLIC CHARTER SCHOOL. 0 0 5940464 ELITE ACADEMIC ACADEMY - LUCERNE IS A CALIFORNIA PUBLIC BENEFIT CORPORATION THAT WAS ORGANIZED TO MANAGE AND OPERATE AN ONLINE K-12 PUBLIC CHARTER SCHOOL. THE SCHOOL PROVIDES A PERSONALIZED LEARNING EXPERIENCE FOR APPROXIMATELY 675 STUDENTS THROUGHOUT THE SOUTHERN CALIFORNIA REGION. 5940464 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 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 42 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ADAM WOODARD 8663548302 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 SUSAN MCDOUGAL PRESIDENT 0.25 0.00 X X 3300 0 0 CODY SIMMS VICE PRESIDENT 0.25 0.00 X X 2700 0 0 KENT CHRISTENSEN TREASURER 0.25 0.00 X X 3300 0 0 MEGHAN FREEMAN CEO 40.00 0.00 X 313120 0 43980 LAURA SPENCER DIRECTOR OF ACADEMIC INNOV 40.00 0.00 X 168604 0 37237 ASHLEA KIRKLAND DIRECTOR OF STUDENT DEVELOPMENT 40.00 0.00 X 149811 0 34603 TERESA SCHAFFER DIRECTOR OF COMMUNITY RELATIONS 40.00 0.00 X 139202 0 17548 EVAN JORGENSEN DIRECTOR OF HOMESCHOOL 40.00 0.00 X 124747 0 30962 MONIQUE WAITHE DIRECTOR OF FLEX 40.00 0.00 X 128636 0 31510 1033420 0 195840 8 0 1 0 PRIME EDUCATIONAL SOLUTIONS 27274 VIA INDUSTRIA SUITE BE TEMECULA CA 92590 BACK OFFICE PROVIDER 1115377 FLIPSWITCH MARKETING LLC 2451 N ARIZONA AVE CHANDLER AZ 85225 STUDENT ENRICHMENT SERVICES 249742 MCCOLGAN & ASSOCIATES INC SUITE F 217 1760 AIRLINE HWY HOLLISTER CA 95023 SPECIAL EDUCATION SERVICES 202000 RAINBOW RESOURCE CENTER 5134 DUNCAN ROAD TOULON IL 61483 STUDENT ENRICHMENT SERVICES 117584 ELITE SPIRIT CHEER 17 VIA DEL RENAL COURT LAKE ELSINORE CA 92532 STUDENT ENRICHMENT SERVICES 108480 6 8345706 8345706 OTHER REVENUE 900099 10186 10186 10186 8355892 0 0 10186 X 385102 311039 74063 3491299 2819843 671456 471372 380179 91193 295285 238650 56635 126235 102023 24212 200581 200581 26287 26287 12390 12390 1641041 794534 846507 175237 175237 74632 55864 18768 248356 206822 41534 85628 85628 17759 17759 43156 43156 35094 35094 12300 12300 INSTRUCTIONAL MATERIALS 970595 970595 DUES AND MEMBERSHIPS 8077 8077 OTHER EXPENSES 1962 1962 8322388 5940464 2381924 0 754398 407508 971532 1251532 33827 471019 187251 184285 1947008 2314344 280634 430943 188862 178887 124996 318494 594492 928324 X 1352516 1386020 1352516 1386020 1947008 2314344 33504 0 X X 0 1 X 1 0 X 0 DUE FROM RELATED PARTIES 151637 SECURITY DEPOSITS 32648 184285 X 8355892 0 8355892 0 8355892 8322388 0 8322388 0 8322388 PART X, LINE 2: THE ACADEMY IS A NON-PROFIT 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. THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ACADEMY FILES AN EXEMPT ACADEMY RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY WITHIN ITS CHARTER DOCUMENT. THE CHARTER DOCUMENT IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND IS MADE AVAILABLE UPON REQUEST. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE. THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AS PART OF ITS OPERATION AS PUBLIC CHARTER SCHOOL. X X X 0 0 0 0 0 0 0 0 0 MEGHAN FREEMAN CEO 313120 0 0 0 0 0 42372 0 1608 0 357100 0 0 0 LAURA SPENCER DIRECTOR OF ACADEMIC INNOV 168604 0 0 0 0 0 26437 0 10800 0 205841 0 0 0 ASHLEA KIRKLAND DIRECTOR OF STUDENT DEVELOPMENT 149811 0 0 0 0 0 23803 0 10800 0 184414 0 0 0 MONIQUE WAITHE DIRECTOR OF FLEX 128636 0 0 0 0 0 21042 0 10468 0 160146 0 0 0 TERESA SCHAFFER DIRECTOR OF COMMUNITY RELATIONS 139202 0 0 0 0 0 6748 0 10800 0 156750 0 0 0 EVAN JORGENSEN DIRECTOR OF HOMESCHOOL 124747 0 0 0 0 0 20162 0 10800 0 155709 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. 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, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. THE DISCUSSION AND COMPENSATION DECISION IS DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE 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 15 THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE DISCUSSION AND COMPENSATION DECISION IS DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EDUCATIONAL SERVICES: PROGRAM SERVICE EXPENSES 372,731. MANAGEMENT AND GENERAL EXPENSES 397,112. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 769,843. BUSINESS SERVICES: PROGRAM SERVICE EXPENSES 1,140. MANAGEMENT AND GENERAL EXPENSES 1,215. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,355. BACK OFFICE FEES: PROGRAM SERVICE EXPENSES 414,173. MANAGEMENT AND GENERAL EXPENSES 441,265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 855,438. STAFF RECRUITING: PROGRAM SERVICE EXPENSES 1,452. MANAGEMENT AND GENERAL EXPENSES 1,548. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. PAYROLL PROCESSING EXPENSES: PROGRAM SERVICE EXPENSES 5,038. MANAGEMENT AND GENERAL EXPENSES 5,367. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,405. FORM 990, PART XII, LINE 2C: HE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ELITE ACADEMIC ACADEMIES - MOUNTAIN EMPIRE 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 824502310 SCHOOL CA 501(C)(3) LINE 2 EAA 0 ELITE ACADEMIC ACADEMY CHARTER SCHOOLS 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 824965108 CHARTER MANAGEMENT ORGANIZATION CA 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0