2023-05-02T18:01:34-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2021-07-01 200962395 ALTERNATIVE SCHOOL INC DBA IVY ACADEMIA ALTE 8187160771 5975 SHOUP AVE WOODLAND HILLS CA 91367 JOSEPH HERZOG EXECUTIVE DIRECTOR 8187160771 2023-04-18 1 JOSEPH HERZOG 999009999 MEI-LI HUANG P02383735 6268577300 2023-04-18 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z IVY ACADEMIA JOSEPH HERZOG 5975 SHOUP AVE WOODLAND HILLS CA 91367 9840691 0 X WWW.IATK12.ORG X 2004 CA A CHARTER SCHOOL HELPING EACH CHILD REACH HIS/HER FULLEST POTENTIAL. 7 7 86 7 0 0 8311655 9696369 0 0 0 63 42437 144259 8354092 9840691 0 0 0 0 3550461 4086754 0 0 0 3650383 4144136 7200844 8230890 1153248 1609801 5760620 7410731 1593838 1634148 4166782 5776583 TO HELP EACH CHILD REACH HIS/HER FULL POTENTIAL BY CULTIVATING AN ACTIVE VILLAGE OF PARENTS, COMMUNITY MEMBERS, AND STAKEHOLDERS INVOLVED IN PROVIDING AN INDIVIDUAL, PERSONAL, AND CONCEPTUAL LEARNING ENVIRONMENT FOR EACH STUDENT. 0 0 7489213 OPERATES A PUBLIC CHARTER SCHOOL WITHIN THE LOS ANGELES UNIFIED SCHOOL DISTRICT. THE SCHOOL SERVED APPROXIMATELY 644 STUDENTS IN THE 2021-2022 YEAR. 7489213 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 1 0 0 1 9 0 1 86 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JOSEPH HERZOG 8889942762 40925 COUNTY CENTER DRIVE TEMECULA CA 92591 JOSEPH HERZOG EXECUTIVE DIRECTOR 40.00 X 149406 0 36893 MARIA GENNARO DIR. OF BUSINESS OPERATIONS 40.00 X 118170 0 28216 VICKORY STEINMAN DIRECTOR OF CURRICULUM/INSTRUCTION 40.00 X 117585 0 19599 JANAY BAILEY CHAIRPERSON/INTERIM CFO 1.50 X X 0 0 0 LESLIE VANDERPOOL SECRETARY (END 10.21) 1.50 X X 0 0 0 ELIZABETH HARRIER SECRETARY (START 10.21) 1.50 X X 0 0 0 DEBRA BOYD CFO (END 3.22) 1.00 X X 0 0 0 FARBOOD MAJD VICE CHAIRPERSON 1.00 X X 0 0 0 WYATT TRUSCHEIT CFO (START 3.22) 1.00 X X 0 0 0 BRUCE HOJATI MEMBER 1.00 X 0 0 0 385161 0 84708 3 0 1 0 COMPREHENSIVE THERAPY ASSOCIATES INC 18000 STUDEBAKER RD 700 CERRITOS CA 90703 EDUCATIONAL CONSULT 345332 CHARTER SCHOOL MANAGEMENT CORPORATION 43460 RIDGE PARK DRIVE STE 100 TEMECULA CA 92590 BACK OFFICE 196500 PIONEER PAVING & LANDSCAPING INC 1225 BUFFALO TRAIL GLENDORA CA 91740 PAVING SERVICES 172100 CROSS COUNTRY EDUCATION 21820 BURBANK BLVD 310B WOODLAND HILLS CA 91367 EDUCATIONAL CONSULT 120175 4 9696369 9696369 63 63 OTHER REVENUE 900099 144259 144259 144259 9840691 0 0 144322 X 190927 173744 17183 2917337 2646826 270511 369626 371975 -2349 486926 475432 11494 121938 117399 4539 59682 54156 5526 71714 11821 59893 32498 32498 1251641 1218013 33628 22491 22491 295010 277715 17295 36402 34590 1812 1758430 1653674 104756 22985 22860 125 391 355 36 76920 76920 116013 105271 10742 INSTRUCTIONAL MATERIALS 243822 225168 18654 OTHER EXPENSES 156137 100214 55923 8230890 7489213 741677 0 266182 3339382 1795586 1808418 1955 134846 1836103 83184 112507 3081440 1167977 1675495 1913463 102115 102115 5760620 7410731 402996 980304 251816 623219 939026 30625 1593838 1634148 X 4166782 5776583 4166782 5776583 5760620 7410731 1609801 0 X X 0 1 X 1 1 1 X 1861372 94740 1766632 1082290 1073237 9053 137778 137778 1913463 FINANCE LEASES 30625 30625 X 9840691 0 9840691 0 9840691 8230890 0 8230890 0 8230890 PART X, LINE 2: THE ACADEMY IS A COMPONENT OF ALTERNATIVE SCHOOLS, INC., A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C) 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. ALTERNATIVE SCHOOLS INC. IS SUBJECT OT INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. ALTERNATIVE SCHOOLS INC. FILES EXEMPT RETURNS AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE US 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 PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS. SCHEDULE E, PART I, LINE 4 NO RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE AWARDED ARE MAINTAINED AS THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 IVY ACADEMIA IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X 0 0 0 0 0 0 0 0 0 JOSEPH HERZOG EXECUTIVE DIRECTOR 149406 0 0 0 0 0 24666 0 12227 0 186299 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO 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 THE EXECUTIVE DIRECTOR 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. 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 BOARD PERFORMED A COMPENSATION STUDY REGARDING THE COMPENSATION AMOUNTS FOR OFFICER SALARIES PER RECENT IRS REQUIREMENTS. BY WAY OF MEMO TO THE BOARD, LEGAL COUNSEL REVIEWED TRANSPARENT CALIFORNIA AND SHARED THE WEBSITE FOR FURTHER INFORMATION AS WELL AS THE WEBSITE FOUNDATION CENTER, WHICH HAS THE FORM 990S. THE BOARD UNDERSTANDS THAT THESE DATA SOURCES AREN'T COMPLETELY UP TO DATE BUT WAS USEFUL ALONG WITH GETTING RECENT COMPENSATION INFORMATION FROM LOCAL SCHOOLS DIRECTLY, AND FROM THE BACK OFFICE SERVICE PROVIDER. THE BOARD FOLLOWED COUNCIL ADVICE TO MAINTAIN A GOOD FAITH BASIS SUCH THAT IT HAS COMPLETED ITS DUE DILIGENCE CONCERNING REVIEW OF COMPARABLE COMPENSATION DATA. COMPENSATION IS DISCUSSED AND DOCUMENTED CONCURRENTLY AND CAN BE SEEN IN THE BOARD AGENDA. FORM 990, PART VI, SECTION C, LINE 19 MEMBERS OF THE PUBLIC ARE PROVIDED ACCESS TO THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS UPON SUBMITTING A PUBLIC RECORDS REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 906,688. MANAGEMENT AND GENERAL EXPENSES 25,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 931,721. FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 194,012. MANAGEMENT AND GENERAL EXPENSES 5,356. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,368. SPECIAL EDUCATION ENCROACHMENT DISTRICT: PROGRAM SERVICE EXPENSES 117,313. MANAGEMENT AND GENERAL EXPENSES 3,239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,552. FORM 990, PART XII, LINE 2C "THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR." ALTERNATIVE SCHOOLS FOUNDATION 7353 VALLEY CIRCLE BLVD WEST HILLS CA 91304 203641409 CHARITABLE CA 501(C)(3) LINE 7 ALTERNATIVE SCHOOL INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 ALTERNATIVE SCHOOLS FOUNDATION K 1559700