2023-03-31T15:09:58-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2021-07-01 824221501 MASTERY PREP ELEMENTARY CHARTER SCHOOL MAST 2158669000 5700 WAYNE AVENUE PHILADELPHIA PA 19144 YONCA AGATAN CHIEF FINANCIAL OFFICER 2158669000 2023-03-30 1 YONCA AGATAN 999009999 DAVID M SEKERAK P01395497 2156433900 2023-03-30 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SCOTT GORDON 5700 WAYNE AVENUE PHILADELPHIA PA 19144 8993893 0 X WWW.MASTERYCHARTER.ORG X 2015 PA STUDENTS LEARN THE SKILLS NEEDED FOR POST-SECONDARY SUCCESS AND ARE ABLE TO PURSUE THEIR DREAMS. 10 10 68 21 0 0 1691443 2480225 5668911 6507831 7610 5837 201 0 7368165 8993893 0 0 0 0 3141615 4028388 0 0 0 2875247 4594067 6016862 8622455 1351303 371438 2755158 6911925 816229 4601558 1938929 2310367 ALL STUDENTS LEARN THE ACADEMIC AND PERSONAL SKILLS THEY NEED TO BE TRULY PREPARED FOR POSTSECONDARY SUCCESS AND ABLE TO PURSUE THEIR DREAMS. 0 0 7081478 0 6507831 MASTERY SCHOOLS INTEGRATES EDUCATIONAL BEST PRACTICES AND EFFECTIVE MANAGEMENT TO DRIVE STUDENT ACHIEVEMENT. OUR ACADEMIC STAFF IS OUTSTANDING AND RELENTLESSLY COMMITTED TO STUDENT ACHIEVEMENT AND CONTINUALLY IMPROVE THEIR CRAFT THROUGH HIGHLY-EFFECTIVE PROFESSIONAL DEVELOPMENT, COACHING, AND COLLABORATIVE SUPPORT. INSTRUCTION IS GROUNDED BY A COMMON PEDAGOGICAL VISION AND GUIDED BY RIGOROUS STANDARDS-BASED CURRICULA. WE ALIGN ASSESSMENTS TO CLEAR AND MEANINGFUL OBJECTIVES AND USE ASSESSMENT DATA TO TARGET AREAS OF NEED.MASTERY PREP ELEMENTARY CHARTER SCHOOL SERVES STUDENTS IN GRADES K-5. 7081478 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 15 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2158669000 5700 WAYNE AVENUE PHILADELPHIA PA 19144 RAYMOND FIELDS PRINCIPAL TO SEP 2021 40.00 0.00 X 141012 0 10726 EUGENE HAITH PRINCIPAL AS OF SEP 2021 40.00 0.00 X 124329 0 18161 RACHAEL MATTSON ASST PRINCIPAL INSTRUCTION 40.00 0.00 X 102711 0 17733 SULAIMAN RAHMAN SECRETARY 0.50 1.00 X X 0 0 0 DONALD KIMELMAN TREASURER 0.50 1.00 X X 0 0 0 SUZANNE BIEMILLER BOARD MEMBER 0.50 1.00 X 0 0 0 GERRY EMERY BOARD MEMBER 0.50 1.00 X 0 0 0 HOSEA HARVEY BOARD MEMBER 0.50 1.00 X 0 0 0 MARKIDA ROSS BOARD MEMBER 0.50 1.00 X 0 0 0 JUDITH TSCHIRGI BOARD MEMBER 0.50 1.00 X 0 0 0 ROY WADE BOARD MEMBER 0.50 1.00 X 0 0 0 JOHN WALSH BOARD MEMBER 0.50 1.00 X 0 0 0 KRISTINA WILKERSON BOARD MEMBER 0.50 1.00 X 0 0 0 ROBERT VICTOR EX-OFFICIO CHAIR 0.50 1.00 X 0 0 0 368052 0 46620 3 0 1 0 MASTERY CHARTER HIGH SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 MANAGEMENT AND TECHNOLOGY SERVICES 765219 MASTERY CHARTER SCHOOLS FOUNDATION 5700 WAYNE AVENUE PHILADELPHIA PA 19144 RENT 300000 YALE SCHOOL OF PHILADELPHIA 10A JENNINGS ROAD MEDFORD NJ 08055 EDUCATIONAL SERVICES 244780 ELWYN INC 111 ELWYN ROAD ELWYN PA 19063 EDUCATIONAL SERVICES 231420 CORA SERVICES INC 8540 CERREE ROAD PHILADELPHIA PA 19111 EDUCATIONAL SERVICES 164858 9 1965116 515109 2480225 DISTRICT SUBSIDIES 611110 6420554 6420554 E-RATE 611110 75700 75700 STUDENT ACTIVITIES 611110 11217 11217 REFUND OF PRIOR EXPENDITURES 611110 360 360 6507831 5837 5837 8993893 6507831 0 5837 X 247795 165205 82590 2939888 2624021 315867 134774 121428 13346 468224 391999 76225 237707 208954 28753 681141 681141 17627 17627 1270112 1242940 27172 18120 18120 202204 171378 30826 287869 276135 11734 567220 567220 194869 194675 194 139972 139972 328071 328071 62232 62232 SPECIAL EDUCATION 546018 546018 BOOKS 185644 185644 MEALS AND REFRESHMENTS 27992 7019 20973 UNIFORMS 24774 24774 40202 25997 14205 8622455 7081478 1540977 0 1000 2075904 2916225 101094 195831 42462 89487 76594 28452 4077682 496752 371604 3580930 87500 100000 2755158 6911925 489976 1143478 41061 1522 285192 3456558 816229 4601558 X 1938929 2310367 1938929 2310367 2755158 6911925 371438 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3346114 223074 3123040 83705 10916 72789 239497 120006 119491 408366 142756 265610 3580930 DUE TO MASTERY CHARTER SCHOOL FOUNDATION 250000 DUE TO OTHER GOVERNMENTAL ENTITIES 4710 LEASE LIABILITY 3201848 3456558 8993893 0 8993893 0 8993893 8622455 0 8622455 0 8622455 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 STUDENT/PARENT HANDBOOK IS DISTRIBUTED ANNUALLY TO ALL FAMILIES AND IS PUBLISHED ON OUR WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES VARIOUS GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION, PASSED THROUGH THE PENNSYLVANIA DEPARTMENT OF EDUCATION, AND ALSO PARTICIPATES IN VARIOUS REIMBURSEMENT PROGRAMS WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION. X X X X 0 0 0 0 0 0 0 1 0 RAYMOND FIELDS PRINCIPAL TO SEP 2021 125112 0 15900 0 0 0 6449 0 4277 0 151738 0 0 0 PART I, LINE 7 END OF YEAR COMPENSATION DECISIONS ARE MADE BASED ON MASTERY'S PERFORMANCE EVALUATION FRAMEWORK FOR SCHOOL LEADERS (PRINCIPAL). FORM 990, PART IV, LINE 11F: MASTERY PREP ELEMENTARY CHARTER SCHOOL'S FINANCIAL STATEMENTS ARE PREPARED UNDER GOVERNMENTAL AUDITING STANDARDS, WHICH DO NOT REQUIRE DISCLOSURE OF MANAGEMENT'S EVALUATION OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS PERFORMED THIS EVALUATION AND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE SCHOOL'S TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE MASTERY CHARTER HIGH SCHOOL CEO (HEREIN CEO) AND BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND COVERED PERSONS MUST ADHERE TO THE CONFLICT OF INTEREST POLICY. EMPLOYEES UNSURE AS TO WHETHER A CERTAIN TRANSACTION, ACTIVITY, OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST SHOULD DISCUSS IT WITH THEIR IMMEDIATE SUPERVISOR, OR HUMAN RESOURCES, FOR CLARIFICATION. ANY EXCEPTIONS TO THE POLICY MUST BE APPROVED IN WRITING BY THE CEO. FAILURE TO ADHERE TO THIS POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS OR TO SEEK AN EXCEPTION, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. COVERED PERSONS INCLUDE BOARD MEMBERS AND ADMINISTRATORS (DEFINED AS THOSE WHO (A) TAKE OR RECOMMEND OFFICIAL ACTION WHICH IS "NON-MINISTERIAL", THAT IS, THE ACTION IS DISCRETIONARY OR (B) WHO EXERCISE MANAGEMENT OR OPERATIONAL OVERSIGHT). ALL COVERED PERSONS SHALL FILE ANNUALLY A STATEMENT OF FINANCIAL INTEREST WITH THE SCHOOL AT WHICH THEY ARE EMPLOYED OR ON WHICH BOARD THEY SERVE. ANY COVERED PERSON WHO BELIEVES HIMSELF TO HAVE A CONFLICT SHOULD SEEK ADVICE OF COUNSEL AND, IF SO ADVISED, SHOULD RECUSE HIMSELF FROM PARTICIPATION IN THE ACTION CREATING THE POTENTIAL CONFLICT. IF THE COVERED PERSON IS A MEMBER OF THE BOARD AND, IF ADVISED BY COUNSEL, HE SHOULD ALSO DISCLOSE THE POTENTIAL CONFLICT AT THE MEETING OF THE BOARD. SUBJECT TO THE PROVISIONS OF THE PENNSYLVANIA PUBLIC OFFICIAL AND EMPLOYEE ETHICS ACT, CONTRACTS BETWEEN A MASTERY SCHOOL AND A BUSINESS IN WHICH THE COVERED PERSON OR HIS SPOUSE OR CHILD IS ASSOCIATED ARE PROHIBITED. FORM 990, PART VI, SECTION B, LINE 15A SCHOOL LEADERSHIP (PRINCIPAL) SALARY SCALES AND OTHER INCENTIVE PROGRAMS ARE APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. THE PROPOSED SCALES AND INCENTIVES ARE DETERMINED BASED ON A COMBINATION OF MARKET DATA (I.E., COMPARABILITY TO LOCAL AND SUBURBAN SCHOOL DISTRICTS USING THEIR FORM 990), SCHOOL BUDGETS AND OTHER CONSIDERATIONS. LASTLY, ANNUAL SALARY CHANGES ARE TIMELY DOCUMENTED THROUGH SALARY CONFIRMATION EMAILS AND NEW HIRE COMPENSATION IS TIMELY DOCUMENTED THROUGH OFFER LETTERS. FORM 990, PART VI, SECTION B, LINE 15B: THE SCHOOL DOES NOT HAVE ANY OTHER COMPENSATED INDIVIDUALS THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 MASTERY PREP ELEMENTARY CHARTER SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 504,686. MANAGEMENT AND GENERAL EXPENSES 22,172. TOTAL EXPENSES 526,858. SUBSTITUTE TEACHERS: PROGRAM SERVICE EXPENSES 227,175. TOTAL EXPENSES 227,175. K-7 ALTERNATIVE PUPIL SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 72,388. TOTAL EXPENSES 72,388. PROFESSIONAL SERVICES, SPECIAL EDUCATION: PROGRAM SERVICE EXPENSES 230,261. TOTAL EXPENSES 230,261. PARAPROFESSIONALS/AIDES: PROGRAM SERVICE EXPENSES 149,996. TOTAL EXPENSES 149,996. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,800. TOTAL EXPENSES 5,800. PROFESSIONAL DEVELOPMENT-TRAINING: PROGRAM SERVICE EXPENSES 52,634. TOTAL EXPENSES 52,634. PLACEMENT/SEARCH FEES: MANAGEMENT AND GENERAL EXPENSES 5,000. TOTAL EXPENSES 5,000. MASTERY CHARTER SCHOOL - THOMAS CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861191 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - SHOEMAKER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861234 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - PICKETT CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 651308951 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575502 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - HARRITY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575445 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 HARDY WILLIAMS ACADEMY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 522173268 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - MANN ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575568 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - CLYMER ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107667 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 GROVER CLEVELAND-MASTERY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 455142446 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL PASTORIUS - RICHARDSON ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 462846820 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL - GRATZ CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107493 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 MASTERY CHARTER SCHOOL JOHN WISTER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 812713543 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 FREDERICK DOUGLASS MASTERY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 800619248 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0