2021-04-06T17:01:49-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2019-07-01 233060542 MASTERY CHARTER HIGH SCHOOL MAST 2158669000 5700 WAYNE AVENUE PHILADELPHIA PA 19144 YONCA AGATAN CHIEF FINANCIAL OFFICER 2158669000 2021-03-31 1 DAVID M SEKERAK P01395497 2156433900 2021-03-31 2019 2022-09-23 18:48:47Z SCOTT GORDON 5700 WAYNE AVENUE PHILADELPHIA PA 19144 46682982 0 X WWW.MASTERYCHARTER.ORG X 2000 PA STUDENTS LEARN THE SKILLS NEEDED FOR POST SECONDARY SUCCESS AND ARE ABLE TO PURSUE THEIR DREAMS. 3 3 269 18 0 0 13670528 13457200 30540410 33154205 29583 42286 46499 29291 44287020 46682982 1513768 1355979 0 0 21090230 21770760 0 0 0 16120295 16073448 38724293 39200187 5562727 7482795 24564494 33408997 35742893 37104601 -11178399 -3695604 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 28663643 1355979 33154205 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 CHARTER HIGH SCHOOL SERVES STUDENTS IN GRADES 7-12. 28663643 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 101 0 269 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2158669000 5700 WAYNE AVENUE PHILADELPHIA PA 19144 SCOTT GORDON CHIEF EXECUTIVE OFFICER 40.00 X 212577 0 69170 BRIAN MCLAUGHLIN REGIONAL SCHOOLS OFFICER 45.00 X 191520 0 70212 JEFFREY PESTRAK EXECUTIVE SCHOOLS OFFICER 40.00 X 193492 0 64899 MATTHEW TROHA REGIONAL SCHOOLS OFFICER 45.00 X 189984 0 65200 YONCA AGATAN CHIEF FINANCIAL OFFICER 40.00 X 197176 0 56130 LUCILLA PERRY REGIONAL SCHOOLS OFFICER 45.00 X 176146 0 58724 PETER LEE CHIEF INFORMATION OFFICER 40.00 X 187644 0 46999 LAURA CLANCY CHIEF TALENT OFFICER 40.00 X 174488 0 26980 ELIZABETH FARRUGGIA DEPUTY CHIEF OF SPECIALIZED SERVICES 45.00 X 133624 0 60951 JESSICA VAREVICE CHIEF ACADEMIC OFFICER 40.00 X 165724 0 26507 CHRISTOPHER ZIEMBA PRINCIPAL 40.00 X 144954 0 40622 SALIYAH CRUZ DEPUTY CHIEF OF STUDENT DEVELOPMENT 45.00 X 138267 0 25794 ROBERT VICTOR CHAIR 1.00 X X 0 0 0 GERRY EMERY TREASURER 1.00 X X 0 0 0 ROBIN LYNN OLANREWAJU SECRETARY 1.00 X X 0 0 0 2105596 0 612188 53 0 1 0 NUTRITION INC 580 WENDEL ROAD SUITE 100 IRWIN PA 15642 FOOD SERVICES 4960190 DELL MARKETING LP PO BOX 643561 PITTSBURGH PA 152643561 TECHNOLOGY 1296904 COMCAST PO BOX 37601 PHILADELPHIA PA 19101 TECHNOLOGY 956385 CHILDREN'S LITERACY INITIATIVE 990 SPRING GARDEN ST 400 PHILADELPHIA PA 19123 EDUCATIONAL SERVICES 448225 SPECIALIZED EDUCATION SERVICES INC 385 OXFORD VALLEY RD 408 YARDLEY PA 19067 EDUCATIONAL SERVICES 427447 28 11957498 1499702 303194 13457200 NST MANAGEMENT FEE REVENUE 611710 22773403 22773403 DISTRICT SUBSIDIES 611110 8858328 8858328 E-RATE 611110 490223 490223 EARLY COLLEGE PROGRAM 611110 416000 416000 ENGLISH AS A 2ND LANGUAGE PROGRAM 611110 270000 270000 346251 346251 33154205 42286 42286 FOOD SERVICE REVENUE 453000 19207 19207 PARKING REVENUE 812930 9830 9830 VENDING MACHINE COMMISSIONS 900099 254 254 29291 46682982 33154205 0 71577 1355979 1355979 1699458 629895 1069563 17255789 11599522 5656267 -831939 -97396 -734543 2292005 1527670 764335 1355447 899425 456022 246533 246533 387110 387110 3682485 2238049 1444436 386409 5620 380789 505398 249856 255542 1736755 1398811 337944 498029 498029 450090 381566 68524 242779 165889 76890 4203 4203 1677637 1677637 46579 46579 FOOD SERVICE EXPENSE 5443856 5443856 SPECIAL EDUCATION 364414 364414 FURNITURE/EQUIPMENT 162712 162712 BOOKS 156802 155458 1344 81657 6651 75006 39200187 28663643 10536544 0 5816107 2494952 2334381 14202775 2335488 1580886 1000000 1000000 153452 922398 23496589 12812350 10134827 10684239 2790239 2523747 24564494 33408997 4929400 8653451 138370 1082866 63382 37921 1000000 1000000 29611741 26330363 35742893 37104601 X -11178399 -3695604 -11178399 -3695604 24564494 33408997 7482795 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267500 267500 12761614 6566590 6195024 8954768 4977007 3977761 1512707 1268753 243954 10684239 DEFERRED OUTFLOWS FROM PENSIONS 2430493 DEFERRED OUTFLOWS FROM OPEB (OTHER POSTEMPLOYMENT BENEFITS) 81000 DEPOSITS 12254 2523747 DUE TO OTHER GOVERNMENTAL ENTITIES 100970 NET OPEB LIABILITY 863000 NET PENSION LIABILITY 18994000 DEFERRED INFLOWS FROM PENSIONS 6037000 DEFERRED INFLOWS FROM OPEB 335393 26330363 47692942 1009960 1009960 46682982 0 46682982 40210147 1009960 1009960 39200187 0 39200187 PART XI, LINE 2D - OTHER ADJUSTMENTS: ELIMINATE INTERNAL MANAGEMENT FEE 885,833. ELIMINATE INTERNAL TECHNOLOGY FEE 55,000. ELIMINATE INTERNAL GRANT 69,127. PART XII, LINE 2D - OTHER ADJUSTMENTS: ELIMINATE INTERNAL MANAGEMENT FEE 885,833. ELIMINATE INTERNAL TECHNOLOGY FEE 55,000. ELIMINATE INTERNAL GRANT 69,127. 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. DEPARTMENTS OF EDUCATION AND AGRICULTURE, PASSED THROUGH THE PENNSYLVANIA DEPARTMENTS OF EDUCATION AND AGRICULTURE, AND ALSO PARTICIPATES IN VARIOUS REIMBURSEMENT PROGRAMS WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION. 1 MASTERY CHARTER SCHOOL - THOMAS CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861191 501(C)(3) 60843 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - SHOEMAKER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861234 501(C)(3) 69680 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - PICKETT CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 651308951 501(C)(3) 31378 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL JOHN WISTER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 812713543 501(C)(3) 33679 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - GRATZ CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107493 501(C)(3) 121723 0 PROGRAM EXPENSES MASTERY PREP ELEMENTARY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 824221501 501(C)(3) 523811 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - HARRITY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575445 501(C)(3) 43856 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - MANN ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575568 501(C)(3) 18304 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575502 501(C)(3) 74418 0 PROGRAM EXPENSES HARDY WILLIAMS ACADEMY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 522173268 501(C)(3) 57803 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - CLYMER ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107667 501(C)(3) 28273 0 PROGRAM EXPENSES GROVER CLEVELAND MASTERY CHARTER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 455142446 501(C)(3) 61150 0 PROGRAM EXPENSES MASTERY CHARTER SCHOOL PASTORIUS - RICHARDSON ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 462846820 501(C)(3) 27449 0 PROGRAM EXPENSES FREDERICK DOUGLASS MASTERY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 800619248 501(C)(3) 33778 0 PROGRAM EXPENSES MASTERY SCHOOLS OF CAMDEN 5700 WAYNE AVENUE PHILADELPHIA PA 19144 465158488 501(C)(3) 169834 0 PROGRAM EXPENSES 15 0 PART I, LINE 2: THE ORGANIZATION GRANTS FUNDS ONLY TO OTHER 501(C)(3) PUBLIC CHARITY CHARTER SCHOOLS WITHIN THE MASTERY CHARTER SCHOOL NETWORK. THE ORGANIZATION'S SHARED MANAGEMENT TEAM MONITORS THE PROPER USE OF ALL GRANT FUNDS. X X X X 0 0 0 0 0 0 0 1 0 SCOTT GORDON CHIEF EXECUTIVE OFFICER 212577 0 0 0 0 0 50559 0 18611 0 281747 0 0 0 BRIAN MCLAUGHLIN REGIONAL SCHOOLS OFFICER 183520 0 8000 0 0 0 51145 0 19067 0 261732 0 0 0 JEFFREY PESTRAK EXECUTIVE SCHOOLS OFFICER 191792 0 1700 0 0 0 45832 0 19067 0 258391 0 0 0 MATTHEW TROHA REGIONAL SCHOOLS OFFICER 182484 0 7500 0 0 0 46133 0 19067 0 255184 0 0 0 YONCA AGATAN CHIEF FINANCIAL OFFICER 193676 0 3500 0 0 0 50899 0 5231 0 253306 0 0 0 LUCILLA PERRY REGIONAL SCHOOLS OFFICER 171146 0 5000 0 0 0 47921 0 10803 0 234870 0 0 0 PETER LEE CHIEF INFORMATION OFFICER 187644 0 0 0 0 0 46268 0 731 0 234643 0 0 0 LAURA CLANCY CHIEF TALENT OFFICER 174488 0 0 0 0 0 7913 0 19067 0 201468 0 0 0 ELIZABETH FARRUGGIA DEPUTY CHIEF OF SPECIALIZED SERVICES 133624 0 0 0 0 0 41384 0 19567 0 194575 0 0 0 JESSICA VAREVICE CHIEF ACADEMIC OFFICER 165724 0 0 0 0 0 7440 0 19067 0 192231 0 0 0 CHRISTOPHER ZIEMBA PRINCIPAL 134454 0 10500 0 0 0 40622 0 0 0 185576 0 0 0 SALIYAH CRUZ DEPUTY CHIEF OF STUDENT DEVELOPMENT 138267 0 0 0 0 0 6227 0 19567 0 164061 0 0 0 PART I, LINE 7 END OF YEAR COMPENSATION DECISIONS ARE MADE BASED ON MASTERY'S PERFORMANCE EVALUATION FRAMEWORK FOR SCHOOL LEADERS (CHIEF EXECUTIVE OFFICER, PRINCIPAL, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES). X 1 303194 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART IV, LINE 11F: MASTERY CHARTER HIGH 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 CHIEF EXECUTIVE OFFICER (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 15 SCHOOL LEADERSHIP (PRINCIPAL AND KEY EMPLOYEES) 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. THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS SET BY THE BOARD OF TRUSTEES AFTER COMPLETION OF AN EVALUATION OF PROGRESS TOWARDS ANNUAL PERFORMANCE GOALS. 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 C, LINE 19 MASTERY CHARTER HIGH SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.