STRATEGY STUDIO / PUBLIC DATA EXPLORER

LEGACY TRADITIONAL SCHOOL - NORTH PHOENIX: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LEGACY TRADITIONAL SCHOOL - NORTH PHOENIX (EIN 61-1947479)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-12
IRS object ID
202231329349308203
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T18:40:17-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860271207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHMIDT WESTERGARD & COMPANY PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line177 WEST UNIVERSITY DRIVEAddressLine1Txt
CityMESACityNm
State AbbreviationAZStateAbbreviationCd
ZIP852015830ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611947479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACY TRADITIONAL SCHOOL - NORTHBusinessNameLine1Txt
Business Name Line2PHOENIXBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEGABusinessNameControlTxt
Phone4802705438PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13125 S GILBERT ROADAddressLine1Txt
CityCHANDLERCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85286ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER JONESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4802705438PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEATHERPersonFirstNm
Person LastJONESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY M WHITEPreparerPersonNm
PTINP00622256PTIN
Phone4808346030PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerHEATHER JONESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13125 S GILBERT ROADAddressLine1Txt
CityCHANDLERCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85286ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,681,944GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressPHOENIX.LEGACYTRADITIONAL.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED, BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee35TotalEmployeeCnt
Total Volunteers551TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$4,633,910CYContributionsGrantsAmt
CY Program Service Revenue$48,034CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$4,681,944CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$2,051,148CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$1,613,005CYOtherExpensesAmt
CY Total Expenses$3,664,153CYTotalExpensesAmt
CY Revenues Less Expenses$1,017,791CYRevenuesLessExpensesAmt
Total Assets BOY$49,820TotalAssetsBOYAmt
Total Assets EOY$907,735TotalAssetsEOYAmt
Total Liabilities BOY$359,656TotalLiabilitiesBOYAmt
Total Liabilities EOY$199,780TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$309,836NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$707,955NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED, BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE, AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,754,429ExpenseAmt
Revenue$48,034RevenueAmt
DescDURING THE CURRENT YEAR, THE ORGANIZATION PROVIDED HIGH QUALITY EDUCATIONAL SERVICES TO APPROXIMATELY 551 STUDENTS IN 6TH THROUGH 8TH GRADE AT ITS CAMPUS IN NORTH PHOENIX, ARIZONA. THOSE STUDENTS EXPERIENCED A WELL-ROUNDED EDUCATION THAT INCLUDED READING, WRITING, MATHEMATICS, SCIENCE, SOCIAL STUDIES, HISTORY, MUSIC, ART, AND PHYSICAL EDUCATION, AS WELL AS EXTRACURRICULAR ACTIVITIES INCLUDING ATHLETICS, CLUBS, FIELD TRIPS, AND DAILY TUTORING.Desc
Total Program Service Expenses$2,754,429TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee35EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonIGMAR BERGPersonNm
Phone4802705438PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13125 S GILBERT ROADAddressLine1Txt
CityCHANDLERCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85286ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DIEGO GETTLER
PRESIDENT1.005.00Yes (X)Yes (X)$0$0$0
HEATHER JONES
TREASURER1.005.00Yes (X)Yes (X)$0$0$0
JENNI FERRIN
SECRETARY1.005.00Yes (X)Yes (X)$0$0$0
KATHY SENSEMAN
DIRECTOR1.005.00Yes (X)$0$0$0
JAMES BEAUDOIN
DIRECTOR1.005.00Yes (X)$0$0$0
NATHAN SCHLINK
DIRECTOR "RESIGNED 08/27/2020"1.005.00Yes (X)$0$0$0
CORY THEOBOLD
DIRECTOR "RESIGNED 10/01/2020"1.005.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERTEX EDUCATION LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13125 S GILBERT ROADAddressLine1Txt
CityCHANDLERCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85286ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT FEESServicesDesc
Compensation$464,357CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$4,632,392GovernmentGrantsAmt
All Other Contributions$1,518AllOtherContributionsAmt
Total Contributions$4,633,910TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SCHOOL PROGRAMS611710$46,275$46,275
LUNCH FEES611710$1,759$1,759
FieldValueIRS element (for citing)
Total Program Service Revenue$48,034TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,681,944TotalRevenueColumnAmt
Related Or Exempt Func Income$48,034RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,739,957TotalAmt
Program Services$1,600,276ProgramServicesAmt
Management And General$139,681ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$41,000TotalAmt
Program Services$38,950ProgramServicesAmt
Management And General$2,050ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$132,775TotalAmt
Program Services$126,136ProgramServicesAmt
Management And General$6,639ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$137,416TotalAmt
Program Services$130,545ProgramServicesAmt
Management And General$6,871ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$725,126TotalAmt
Program Services$145,025ProgramServicesAmt
Management And General$580,101ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,031TotalAmt
Management And General$1,031ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,250TotalAmt
Management And General$1,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$27,169TotalAmt
Program Services$27,169ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,687TotalAmt
Management And General$19,687ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$177,122TotalAmt
Program Services$161,493ProgramServicesAmt
Management And General$15,629ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,003TotalAmt
Program Services$16,802ProgramServicesAmt
Management And General$4,201ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$584,656TotalAmt
Program Services$467,725ProgramServicesAmt
Management And General$116,931ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,103TotalAmt
Program Services$11,282ProgramServicesAmt
Management And General$2,821ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COVID-19 EXPENSES$16,131$14,518$1,613
SCHOOL EVENTS$8,387$8,387$0
DUES AND FEES$7,612$0$7,612
REFEREE FEES$5,715$5,715$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,013TotalAmt
Program Services$406ProgramServicesAmt
Management And General$3,607ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,664,153TotalAmt
Program Services$2,754,429ProgramServicesAmt
Management And General$909,724ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$49,820BOYAmt
EOY$791,033EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,489EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$19,364EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$95,849EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,820BOYAmt
EOY$907,735EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,307BOYAmt
EOY$188,834EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$280BOYAmt
EOY$5,420EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$226,294BOYAmt
EOY$3,784EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$103,775BOYAmt
EOY$1,742EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$359,656BOYAmt
EOY$199,780EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$309,836BOYAmt
EOY$707,955EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$309,836BOYAmt
EOY$707,955EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,820BOYAmt
EOY$907,735EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,017,791ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM RELATED PARTIESDesc
Book Value$95,849BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$95,849TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTIESDesc
Amt$1,742Amt
FieldValueIRS element (for citing)
Total Liability$1,742TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,681,944TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,681,944RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,681,944TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,664,153TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,664,153ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,664,153TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR ARIZONA PROVISIONS. IN ADDITION, THE SCHOOL HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE IS NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THERE IS NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE SCHOOL FOLLOWS THE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") RELATED TO ACCOUNTING FOR INCOME TAX UNCERTAINTIES. UNDER THIS GUIDANCE, THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE SCHOOL ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE SCHOOL FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. AS OF JUNE 30, 2021, U.S. FEDERAL INFORMATIONAL TAX RETURNS FOR THE THREE MOST RECENT YEARS ARE OPEN TO ASSESSMENT. THERE WERE NO AMOUNTS OF ACCRUED INTEREST OR PENALTIES AS OF JUNE 30, 2021.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE ORGANIZATION'S STAFF INFORMS INTERESTED PARENTS AND STUDENTS OF THE RACIALLY NONDISCRIMINATORY POLICY IN THE ENROLLMENT PROCESS.
SCHEDULE E, PART I, LINE 4THE SCHOOL DOES NOT OFFER SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
SCHEDULE E, PART I, LINE 6THE SCHOOL RECEIVES REVENUE FROM THE FEDERAL AND STATE GOVERNMENTS FOR EDUCATIONAL PROGRAMS AND FROM THE STATE OF ARIZONA FOR STATE EQUALIZATION ASSISTANCE.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERTEX EDUCATION LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgGREATER THAN 35% OWNERSHIP HELD BY A FORMER OFFICERRelationshipWithOrgTxt
Loan PurposeOPERATIONSLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$226,294OriginalPrincipalAmt
Balance Due$3,784BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written Agreement0WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$3,784TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
VERTEX EDUCATION LLC
GREATER THAN 35% OWNERSHIP HELD BY A FORMER OFFICER$3,176ADVERTISING, MARKETING, AND PUBLIC RELATION EXPENSES0
VERTEX EDUCATION LLC
GREATER THAN 35% OWNERSHIP HELD BY A FORMER OFFICER$725,126MANAGEMENT FEES0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:THE SCHOOL RECEIVES ADVANCES FROM VERTEX EDUCATION, LLC. THESE BALANCES INCLUDE INTEREST AT 10% FOR ADVANCES AND UNPAID MANAGEMENT FEES. THESE BALANCES ARE DUE ON DEMAND AND ARE UNCOLLATERALIZED.
SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:THE SCHOOL HAS A MANAGEMENT SERVICES AGREEMENT WITH VERTEX EDUCATION, LLC. AS OF JUNE 30, 2021, AARON HALE AND HIS SPOUSE ARE MEMBERS OF VERTEX EDUCATION. AARON HALE SERVED AS AN OFFICER OF THE SCHOOL UNTIL HIS TERM ENDED IN OCTOBER 2019. IN ACCORDANCE WITH THE MANAGEMENT SERVICE AGREEMENT, VERTEX EDUCATION PROVIDES ASSISTANCE WITH THE OPERATIONS AND MANAGEMENT OF THE SCHOOL IN THE AREAS OF SCHOOL DEVELOPMENT, FINANCIAL SERVICES, HUMAN RESOURCES, INFORMATION SYSTEMS, FACILITIES MANAGEMENT AND FOOD SERVICES. IN ACCORDANCE WITH THE COMMUNITY EDUCATION SERVICES AGREEMENT, VERTEX PROVIDES ASSISTANCE WITH PROGRAM OF INSTRUCTION, LICENSING, POLICIES AND PROCEDURES, TRAINING OF PROGRAM STAFF, ENROLLMENT AND REGISTRATION, BILLINGS AND COLLECTIONS, AND COMMUNICATION WITH PARENTS, RELATED TO PROGRAMS SUCH AS LKC, PRE-SCHOOL, KEEP, AND CLUBS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE SCHOOL HAS A MANAGEMENT SERVICES AGREEMENT WITH VERTEX EDUCATION, LLC. IN ACCORDANCE WITH THE MANAGEMENT SERVICE AGREEMENT, VERTEX EDUCATION PROVIDES ASSISTANCE WITH THE OPERATIONS AND MANAGEMENT OF THE SCHOOL IN THE AREAS OF SCHOOL DEVELOPMENT, FINANCIAL SERVICES, HUMAN RESOURCES, INFORMATION SYSTEMS, FACILITIES MANAGEMENT AND FOOD SERVICES. THE SCHOOL ALSO HAS AN AGREEMENT WITH VERTEX EDUCATION FOR REIMBURSEMENTS FOR ADVERTISING, MARKETING, AND PUBLIC RELATION EXPENSES. THE SCHOOL HAS A COMMUNITY EDUCATION SERVICES AGREEMENT WITH VERTEX EDUCATION, IN WHICH VERTEX PROVIDES ASSISTANCE WITH PROGRAM OF INSTRUCTION, LICENSING, POLICIES AND PROCEDURES, TRAINING OF PROGRAM STAFF, ENROLLMENT AND REGISTRATION, BILLINGS AND COLLECTIONS, AND COMMUNICATION WITH PARENTS, RELATED TO PROGRAMS SUCH AS LKC, PRE-SCHOOL, KEEP, AND CLUBS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS EMAILED TO EACH OF THE ORGANIZATION'S GOVERNING BOARD MEMBERS FOR REVIEW PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CEACH OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. IF ANY PERSON WHO IS A DIRECTOR OR OFFICER IS AWARE THAT THE ORGANIZATION IS ABOUT TO ENTER INTO ANY BUSINESS TRANSACTION DIRECTLY OR INDIRECTLY WITH SUCH PERSON, ANY MEMBER OF THAT PERSON'S FAMILY, OR ANY ENTITY IN WHICH THAT PERSON HAS ANY LEGAL, EQUITABLE OR FIDUCIARY INTEREST OR POSITION, SUCH PERSON SHALL (A) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF THE ORGANIZATION OF SUCH PERSON'S INTEREST OR POSITION, (B) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING ANY MATERIAL FACTS WITHIN SUCH PERSON'S KNOWLEDGE THAT BEAR ON THE ADVISAVILITY OF SUCH TRANSACTION FROM THE STANDPOINT OF THE ORGANIZATION, AND (C) NOT BE ENTITILED TO VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION. A COPY OF THE CONFLICT OF INTEREST POLICY WILL BE MAINTAINED IN THE CORPORATE RECORDS, AND THE BOARD WILL REVIEW THAT POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19CERTAIN OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC THROUGH WEBSITES OF STATE GOVERNMENT AGENCIES. THE ORGANIZATION CONSIDERS SPECIFIC REQUESTS FOR ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON A CASE-BY-CASE BASIS.
FORM 990, PART VI, SECTION C, LINE 17:EDUCATIONAL ORGANIZATIONS EXEMPT UNDER ARS SECTION 43-1201(4) ARE NOT REQUIRED TO FILE A COPY OF THEIR FEDERAL FORM 990 WITH THE STATE OF ARIZONA.
FORM 990, PART XII, LINE 2C:NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS OR THE SELECTION PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
LEGACY TRADITIONAL SCHOOL - CHANDLER
3125 S GILBERT RDCHANDLERAZ85286300681275SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - AVONDALE
3125 S GILBERT RDCHANDLERAZ85286320339504SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - GILBERT
3125 S GILBERT RDCHANDLERAZ85286461849277SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - LAVEEN
3125 S GILBERT RDCHANDLERAZ85286611678903SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOLS
3125 S GILBERT RDCHANDLERAZ85286460641842SCHOOL SUPPORTAZ509(A)(3)LINE 12C, III-FIN/A0
LEGACY TRADITIONAL SCHOOL - CASA GRANDE
3125 S GILBERT RDCHANDLERAZ85286472185410SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - NORTHWEST TUCSON
3125 S GILBERT RDCHANDLERAZ85286352408563SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - SURPRISE
3125 S GILBERT RDCHANDLERAZ85286472207406SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - NORTH CHANDLER
3125 S GILBERT RDCHANDLERAZ85286472240777SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - PEORIA
3125 S GILBERT RDCHANDLERAZ85286812350661SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - GLENDALE
3125 S GILBERT RDCHANDLERAZ85286475382849SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - EAST MESA
3125 S GILBERT RDCHANDLERAZ85286821503382SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - PHOENIX
3125 S GILBERT RDCHANDLERAZ85286821928006SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - MARICOPA
3125 S GILBERT RDCHANDLERAZ85286270637575SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - GOODYEAR
3125 S GILBERT RDCHANDLERAZ85286833474101SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - WEST SURPRISE
3125 S GILBERT RDCHANDLERAZ85286843327283SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - DEER VALLEY
3125 S GILBERT RDCHANDLERAZ85286852596682SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - EAST TUCSON
3125 S GILBERT RDCHANDLERAZ85286833592356SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - MESA
3125 S GILBERT RDCHANDLERAZ85286852579672SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - QUEEN CREEK
3125 S GILBERT RDCHANDLERAZ85286472193028SCHOOLAZ501(C)(3)LINE 2N/A0
LEGACY TRADITIONAL SCHOOL - SAN TAN
3125 S GILBERT RDCHANDLERAZ85286871989039SCHOOLAZ501(C)(3)LINE 2N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd