2022-05-16T17:02:27-05:00 2021-06-30 953001179 DONITA M JOSEPH PO BOX 87 LONG BEACH CA 908010087 990 2020-07-01 952904053 THE INSTITUTE FOR THE REDESIGN OF LEARNING INST 3233444269 625 S FAIR OAKS AVENUE NO 300 SOUTH PASADENA CA 91030 DR NANCY LAVELLE PRESIDENT 3233444269 2022-05-13 1 DR NANCY LAVELLE 999009999 DONITA JOSEPH P00286656 5624351191 2022-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR NANCY LAVELLE 625 S FAIR OAKS AVENUE NO 300 SOUTH PASADENA CA 91030 18447441 0 X WWW.REDESIGNLEARNING.ORG X 1974 CA PROVIDES EDUCATIONAL, MENTAL HEALTH, VOCATIONAL PROGRAMS TO CHILDREN AND ADULTS WITH SPECIAL NEEDS. 10 9 385 10 0 0 177495 1187281 16845872 16614014 7001 9906 1488546 636240 18518914 18447441 0 0 0 0 10294894 10541369 0 0 0 7637845 6848316 17932739 17389685 586175 1057756 12798083 12592154 2656128 1392443 10141955 11199711 X NONE 0 0 10072745 9359450 ALMANSOR MENTAL HEALTH SERVICES: OFFERING A FULL ARRAY OF THERAPEUTIC SERVICES FOR CHILDREN, YOUTH, AND YOUNG ADULTS AGES 3-22 YEARS, ALMANSOR MENTAL HEALTH SERVICES CONTRACTS WITH THE LOS ANGELES COUNTY DEPARTMENT OF MENTAL HEALTH AND OTHER AGENCIES, AND STRIVES TO EMPOWER CLIENTS AND FAMILIES TO "TAKE CHARGE" OF THEIR OWN SUCCESS. SERVICES ARE PROVIDED IN IRL SCHOOLS, CLINIC AND AT OVER 100 PUBLIC SCHOOLS THROUGHOUT LOS ANGELES COUNTY. SERVICES ARE OFFERED IN ENGLISH, SPANISH, CANTONESE, MANDARIN, AND VIETNAMESE; CULTURAL SENSITIVITY IS EMPHASIZED. 4101111 4659347 ALMANSOR ACADEMY: A NON-PUBLIC DAY SCHOOL PROGRAM FUNDED BY CONTRACTS WITH OVER 35 CALIFORNIA PUBLIC SCHOOL DISTRICTS, THE ALMANSOR ACADEMY PROVIDES EDUCATION AND RELATED SERVICES TO STUDENTS WITH LEARNING, LANGUAGE, DEVELOPMENTAL, BEHAVIORAL, AND EMOTIONAL NEEDS. WE SERVE INDIVIDUALS AGES 5-22 YEARS, AND ALL EDUCATION PROGRAMS MEET THE REFERRING SCHOOL DISTRICT AND CALIFORNIA STATE DEPARTMENT OF EDUCATION CURRICULUM STANDARDS, LEADING TO A CERTIFICATE OF COMPLETION OR HIGH SCHOOL DIPLOMA. 1744062 1672067 ALMANSOR TRANSITION AND ADULT SERVICES (TAS)/ALMANSOR SUPPORTED EMPLOYMENT SERVICES: OFFERING PERSONAL, VOCATIONAL SKILLS TRAINING, AND SUPPORTED EMPLOYMENT SERVICES TO YOUTH AND ADULTS WITH DEVELOPMENTAL DISABILITIES, EMOTIONAL, OR MENTAL HEALTH ISSUES, INCLUDING AUTISM SPECTRUM DISORDERS. THE TAS PROGRAM IS VENDORED THROUGH THE EASTERN LOS ANGELES REGIONAL CENTER AND THE CALIFORNIA DEPARTMENT OF REHABILITATION, AND SERVES CLIENTS FROM SURROUNDING REGIONAL CENTERS AND VARIOUS DEPARTMENT OF REHABILITATION SERVICE AREAS. PARTICIPANTS IN TAS ARE EMPOWERED TO FOCUS ON AND DEVELOP THE SOCIAL AND ADAPTIVE SKILLS NECESSARY TO LIVE AND WORK INDEPENDENTLY AND EXPERIENCE THE QUALITY OF LIFE THAT THEY SEEK TO OBTAIN. 1092116 902150 ALMANSOR EARLY CHILDHOOD EDUCATION SERVICES: DESIGNED TO ENCOURAGE THE SOCIAL, PHYSICAL, EMOTIONAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF EACH CHILD, WE STRIVE TO CREATE AN ATMOSPHERE THAT ALLOWS EACH CHILD'S INTELLECTUAL CURIOSITY TO FLOURISH IN A SAFE AND NURTURING ENVIRONMENT. SERVING CHILDREN WHO ARE BOTH TYPICALLY DEVELOPING AND THOSE WITH DEVELOPMENTAL DISABILITIES, THE PROGRAM FOCUSES ON THE INNATE WORTH OF EACH INDIVIDUAL CHILD AND HONORS THE CULTURAL DIVERSITY THAT ALLOWS US ALL TO LEARN FROM EACH OTHER AND BECOME COMPETENT, CARING, AND CONTRIBUTING MEMBERS OF SOCIETY. WE CONTRACT WITH LOCAL REGIONAL CENTERS, HEAD START ORGANIZATIONS AND ACCEPT PRIVATE PAY. 95706 21000 ALMANSOR COMMUNITY OUTREACH SERVICES: THIS PROGRAM SERVES AS A LIAISON FOR OUR LOCAL COMMUNITY AND PARENT PARTNERSHIPS. ADDITIONALLY, IT OVERSEES THE IMPLEMENTATION AND MONITORING REQUIREMENTS FOR SPECIFIC FUNDED PROGRAM GRANTS. 1187822 923150 17105740 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 19 0 1 385 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 1 0 CA X DR NANCY LAVELLE 3233417777 625 S FAIR OAKS AVENUE NO 300 SOUTH PASADENA CA 91030 X DR NANCY LAVELLE PRESIDENT 8.00 X X 0 0 0 MARY LOUISE BUNKER VICE PRESIDENT 2.00 X X 0 0 0 JOHN VANDERCOOK SECRETARY 2.00 X X 0 0 0 RICHARD DOTTS TREASURER 2.00 X X 0 0 0 MEAGHAN DONAHUE DIRECTOR 2.00 X 0 0 0 ROBERT JOE DIRECTOR 2.00 X 0 0 0 SARA MENJIVAR DIRECTOR 2.00 X 0 0 0 SCOTT MARTIN DIRECTOR 2.00 X 0 0 0 CHRISTINE MCLEOD DIRECTOR 2.00 X 0 0 0 HELEN ORTIZ-GILSTRAP DIRECTOR 2.00 X 0 0 0 JOHN PRIMUTH THRU 32021 DIRECTOR 2.00 X 0 0 0 JANET LESTER CLINICAL DIRECTOR 40.00 X 115523 0 3941 115523 0 3941 1 0 0 0 TOTAL EDUCATION SOLUTIONS 625 FAIR OAKS AVENUE 300 SOUTH PASEDENA CA 91030 MANAGEMENT SERVICES 3322803 AGNES KOCSIS MD 10916 WRIGHTWOOD STUDIO CITY CA 91607 PSYCHIATRIC 148350 2 1170317 16964 1187281 MENTAL HEALTH SERVICES 900099 9359450 9359450 DAY SCHOOL 900099 4659347 4659347 TRANSITIONAL & ADULT 900099 1672067 1672067 EARLY EDUCATION SVCS 900099 902150 902150 COMMUNITY OUTREACH 900009 21000 21000 16614014 7906 7906 2000 0 2000 2000 2000 REIMBURSED MANAGEMENT FEES 900099 602130 602130 OTHER INCOME 900099 34110 34110 636240 18447441 16614014 0 646146 8067388 8067388 151480 151480 1672448 1672448 650053 650053 3942574 3942574 2400 2400 60750 60750 27085 27085 454164 411151 43013 311178 311178 1157134 1156737 397 26394 25540 854 9712 3959 5753 312285 296197 16088 223945 190341 33604 LICENSE AND FEES 139466 117417 22049 BAD DEBT EXPENSE 69342 69342 PROGRAM SERVICE 61940 61900 40 DEVELOPMENT 49947 47377 2570 17389685 17105740 283945 0 1200 1200 5254780 5978961 2873363 2082125 203130 88526 5622782 5015770 997208 607012 3468402 3834330 12798083 12592154 1042467 1142230 1613661 250213 2656128 1392443 X 9761162 10967254 380793 232457 10141955 11199711 12798083 12592154 1057756 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4298587 3889447 409140 1324195 1126323 197872 607012 DEPOSITS 286057 DUE FROM RELATED PARTY 3487556 DUE FROM AFFILIATE 60717 3834330 CAPITAL LEASES 27702 DUE TO THIRD PARTY PAYOR 222511 250213 X PART X, LINE 2: AS A NONPROFIT ORGANIZATION, THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM CALIFORNIA INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAX CODE. ACCORDINGLY, THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES AND IS ALSO EXEMPT FROM STATE FRANCHISE TAXES. AS A FLEXIBLE PURPOSE CORPORATION, WESTMORELAND ACADEMY IS SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAXES AT THE APPLICABLE CORPORATE RATES. FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, INCOME TAX EXPENSE WAS INSIGNIFICANT. THE INSTITUTE RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS THE FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE INSTITUTE IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. FORM 990, PART X, LINE 25 - PAYCHECK PROTECTION PROGRAM LOAN ADVANCE IN APRIL 2020, THE INSTITUTE RECEIVED A LOAN IN THE AMOUNT OF $2,179,993 THROUGH THE PAYCHECK PROTECTION PROGRAM (PPP LOAN). TO THE EXTENT IT IS NOT FORGIVEN, THE INSTITUTE WOULD BE REQUIRED TO REPAY THAT PORTION AT AN INTEREST RATE OF 1% OVER A PERIOD OF TWO YEARS, BEGINNING OCTOBER 2020 WITH A FINAL INSTALLMENT IN APRIL 2022. MANAGEMENT EXPECTS THAT THE ENTIRE LOAN WILL BE USED FOR PAYROLL, UTILITIES AND INTEREST; THEREFORE, MANAGEMENT ANTICIPATES THAT THE LOAN WILL BE SUBSTANTIALLY FORGIVEN. AS OF JUNE 30, 2020, THE INSTITUTE HAS SPENT $1,009,676 OF THE PPP LOAN ON QUALIFYING COSTS AND HAS CHOSEN TO RECOGNIZE THAT PORTION OF THE LOAN AS FORGIVEN, RECOGNIZING THE FORGIVENESS AS REVENUE. THE REMAINING PORTION, $1,170,317, IS RECORDED AS PPP LOAN ADVANCE ON THE STATEMENT OF FINANCIAL POSITION. MANAGEMENT EXPECTS THE REMAINING PORTION TO BE FORGIVEN IN THE SUBSEQUENT FISCAL YEAR AS THE INSTITUTE INCURS QUALIFYING COSTS. FINAL APPROVAL OF ANY LOAN FORGIVENESS AMOUNT IS SUBJECTED TO THE SMALL BUSINESS ADMINISTRATION, WHICH MANAGEMENT BELIEVES WILL BE GRANTED. 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 SCHOOL IS ESTABLISHED TO BENEFIT LOCAL SCHOOL DISTRICTS THAT DO NOT HAVE THE RESOURCES TO TEACH STUDENTS WITH DISABILITIES. THEY ARE INFORMED OF THE SCHOOL'S NONDISCRIMINATION POLICIES. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED A TOTAL OF $16,111,383 IN GOVERNMENT FUNDING FROM VARIOUS SCHOOL DISTRICTS AND GOVERNMENT AGENCIES DURING THE YEAR ENDING JUNE 30, 2021. NANCY LAVELLE BOARD PRESIDENT AND 7% SHAREHOLDER OF TOTAL EDUCATION SOLUTIONS 3322803 MANAGEMENT SERVICES - TOTAL EDUCATION SOLUTIONS (TES) PROVIDES MANAGEMENT SERVICES TO INSTITUTE FOR THE REDESIGN OF LEARNING (IRL). THE 7% SHAREHOLDER OF TES, NANCY LAVELLE, IS THE PRESIDENT OF THE BOARD AT IRL. DURING THE TAX YEAR ENDED JUNE 30, 2021, THE MANAGEMENT FEE PAID TO TES WAS BASED ON 20 PERCENT OF PROGRAM REVENUES. 1 FORM 990, PART VI, SECTION A, LINE 3 THE INSTITUTE FOR THE REDESIGN OF LEARNING (IRL) HAS ENTERED INTO A MANAGEMENT AGREEMENT WITH TOTAL EDUCATION SOLUTIONS (TES). UNDER THE TERMS OF THE MANAGEMENT AGREEMENT, TES PROVIDES IRL WITH CONSULTING AND MANAGEMENT SERVICES INCLUDING ACCOUNTING, CUSTODIAL, AND MAINTENANCE SERVICES RELATING TO THE DEVELOPMENT OF NEW PROGRAMS, MARKETING, PUBLIC RELATIONS, FUNDRAISING, HUMAN RESOURCE DEVELOPMENT, RECRUITING, TECHNOLOGY, AND STUDENT TRANSPORTATION SERVICES. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. THE ORGANIZATION'S TAX PREPARERS WORK CLOSELY WITH THE INDEPENDENT AUDITORS AND THE ORGANIZATION'S KEY PERSONNEL TO COMPLETE A THOROUGH AND ACCURATE FORM 990. ONCE COMPLETED, THE TAX RETURN IS SENT TO THE ORGANIZATION'S PRESIDENT FOR FINAL REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS REVIEWS AND SIGNS THE CONFLICT OF INTEREST DECLARATION. ON THIS FORM THE MEMBER INDICATES ANY POTENTIAL CONFLICTS, AS DELINEATED BY THE CODE, OR INDICATES NONE EXIST, AND SIGNS. ALL CONFLICTS ARE REVIEWED BY AND DETERMINED BY THE BOARD PRESIDENT. BOARD MEMBERS ARE TO RECUSE THEMSELVES FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND/OR DECISIONS FOR SITUATIONS OR TRANSACTIONS IN WHICH THEY HAVE SUCH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B DESCRIBE THE PROCESS USED TO DETERMINE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYESS. THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL DOES NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS (HUMAN RESOURCES DEPARTMENT), ANALYSIS OF MARKET COMPARABILITY DATA, AND WRITTEN DOCUMENTATION OF THE DELIBERATION AND DECISION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION. THE PUBLIC CAN REQUEST AND RECEIVE COPIES OF THE ARTICLES OF INCORPORATION, BY-LAWS, AND AUDITED FINANCIAL STATEMENTS. WESTMORELAND ACADEMY FPC 6 WESTMORELAND PLACE PASADENA CA 91103 455343398 EDUCATIONAL SERVICES CA INSTITUTE FOR THE REDESIGN OF LEARNING C 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WESTMORELAND ACADEMY FPC D 3487556 CASH VALUE