INSTITUTE FOR THE REDESIGN OF LEARNING: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE REDESIGN OF LEARNING (EIN 95-2904053)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-07
- IRS object ID
- 202111279349300341
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T11:37:27-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952904053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR THE REDESIGN OF | BusinessNameLine1Txt |
| Business Name Line2 | LEARNING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 3233444269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 S FAIR OAKS AVENUE NO 300 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR NANCY LAVELLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3233444269 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2021-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR NANCY LAVELLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 S FAIR OAKS AVENUE NO 300 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,518,914 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REDESIGNLEARNING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES EDUCATIONAL, MENTAL HEALTH, VOCATIONAL PROGRAMS TO CHILDREN AND ADULTS WITH SPECIAL NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 402 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $562,889 | PYContributionsGrantsAmt |
| CY Contributions Grants | $177,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,004,043 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,845,872 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,543 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,001 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,264 | PYOtherRevenueAmt |
| CY Other Revenue | $1,488,546 | CYOtherRevenueAmt |
| PY Total Revenue | $17,614,739 | PYTotalRevenueAmt |
| CY Total Revenue | $18,518,914 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,604,097 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,294,894 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,982,323 | PYOtherExpensesAmt |
| CY Other Expenses | $7,637,845 | CYOtherExpensesAmt |
| PY Total Expenses | $16,586,420 | PYTotalExpensesAmt |
| CY Total Expenses | $17,932,739 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,028,319 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $586,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,515,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,798,083 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,960,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,656,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,555,780 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,141,955 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EMPOWER INDIVIDUALS OF ALL ABILITIES TO TAKE CHARGE OF THEIR OWN LEARNING AND LIVES, MAKING IT POSSIBLE FOR THEM TO BE COMPETENT, CARING, AND CONTRIBUTING MEMBERS OF SOCIETY; AND TO PROVIDE LEARNING OPPORTUNITIES FOR FAMILIES, PROFESSIONALS, AND COMMUNITIES TO SUPPORT THOSE EFFORTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,288,656 | ExpenseAmt |
| Revenue | $9,781,285 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,016,357 | ExpenseAmt |
| Revenue | $4,746,057 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,536,415 | ExpenseAmt |
| Revenue | $1,422,514 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,137,323 | $847,016 | 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. |
| $111,119 | $49,000 | 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,248,442 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $896,016 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,089,870 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 402 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR NANCY LAVELLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3233417777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 S FAIR OAKS AVENUE NO 300 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JANET LESTER | |||||||
| CLINICAL DIRECTOR | 40.00 | Yes (X) | $113,839 | $0 | $3,941 | ||
| DR NANCY LAVELLE | |||||||
| PRESIDENT | 8.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| MARY LOUISE BUNKER | |||||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| JOHN VANDERCOOK | |||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| RICHARD DOTTS | |||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| MEAGHAN DONAHUE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT JOE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SARA MENJIVAR | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT MARTIN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTINE MCLEOD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HELEN ORTIZ-GILSTRAP | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JON PRIMUTH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $113,839 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,941 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TOTAL EDUCATION SOLUTIONS | |||||
| 625 FAIR OAKS AVENUE 300 | SOUTH PASEDENA | CA | 91030 | MANAGEMENT SERVICES | $3,369,174 |
| AGNES KOCSIS MD | |||||
| 10916 WRIGHTWOOD | STUDIO CITY | CA | 91607 | PSYCHIATRIC | $148,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $177,495 | AllOtherContributionsAmt |
| Noncash Contributions | $3,618 | NoncashContributionsAmt |
| Total Contributions | $177,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MENTAL HEALTH SERVICES | 900099 | $9,781,285 | $9,781,285 |
| DAY SCHOOL | 900099 | $4,746,057 | $4,746,057 |
| TRANSITIONAL & ADULT | 900099 | $1,422,514 | $1,422,514 |
| EARLY EDUCATION SVCS | 900099 | $847,016 | $847,016 |
| COMMUNITY OUTREACH | 900009 | $49,000 | $49,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,845,872 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,001 | TotalRevenueColumnAmt |
| Exclusion | $6,001 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,000 | TotalRevenueColumnAmt |
| Exclusion | $1,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PPP LOAN FORGIVENESS | 900099 | $1,009,676 | $1,009,676 | |
| REIMBURSED MANAGEMENT FEES | 900099 | $309,483 | $309,483 | |
| PRIOR YEAR PROGRAM REVENUE | 900099 | $107,937 | $107,937 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,450 | TotalRevenueColumnAmt |
| Exclusion | $61,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,488,546 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,518,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,953,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,387,610 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,738,628 | TotalAmt |
| Program Services | $7,738,628 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,759,324 | TotalAmt |
| Program Services | $1,759,324 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,118 | TotalAmt |
| Program Services | $184,118 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,824 | TotalAmt |
| Program Services | $612,824 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,135,993 | TotalAmt |
| Program Services | $4,135,993 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,500 | TotalAmt |
| Management And General | $56,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,211 | TotalAmt |
| Management And General | $46,211 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,378 | TotalAmt |
| Program Services | $291,193 | ProgramServicesAmt |
| Management And General | $62,185 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,246 | TotalAmt |
| Program Services | $368,735 | ProgramServicesAmt |
| Management And General | $11,511 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200,966 | TotalAmt |
| Program Services | $1,150,388 | ProgramServicesAmt |
| Management And General | $50,578 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,963 | TotalAmt |
| Program Services | $89,138 | ProgramServicesAmt |
| Management And General | $4,825 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,246 | TotalAmt |
| Program Services | $6,875 | ProgramServicesAmt |
| Management And General | $24,371 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,883 | TotalAmt |
| Program Services | $312,995 | ProgramServicesAmt |
| Management And General | $76,888 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,415 | TotalAmt |
| Program Services | $205,896 | ProgramServicesAmt |
| Management And General | $20,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $412,034 | $412,034 | |
| PROGRAM SERVICE | $148,524 | $469 | $148,055 |
| LICENSE AND FEES | $122,125 | $51,342 | $70,783 |
| DEVELOPMENT | $39,111 | $24,186 | $14,925 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,932,739 | TotalAmt |
| Program Services | $17,089,870 | ProgramServicesAmt |
| Management And General | $842,869 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,644,363 | BOYAmt |
| EOY | $5,254,780 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,437 | BOYAmt |
| EOY | $2,873,363 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,418 | BOYAmt |
| EOY | $203,130 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,200,167 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,202,959 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,324 | BOYAmt |
| EOY | $997,208 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488,582 | BOYAmt |
| EOY | $3,468,402 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,515,824 | BOYAmt |
| EOY | $12,798,083 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,986 | BOYAmt |
| EOY | $1,042,467 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,058 | BOYAmt |
| EOY | $1,613,661 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,044 | BOYAmt |
| EOY | $2,656,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,905,187 | BOYAmt |
| EOY | $9,761,162 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,593 | BOYAmt |
| EOY | $380,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,555,780 | BOYAmt |
| EOY | $10,141,955 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,515,824 | BOYAmt |
| EOY | $12,798,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $586,175 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,518,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,206,379 | DepreciationAmt |
| Book Value | $311,940 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,681,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,996,580 | DepreciationAmt |
| Book Value | $685,268 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $997,208 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $320,916 |
| DUE FROM RELATED PARTY | $3,086,115 |
| DUE FROM AFFILIATE | $61,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,468,402 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASES | $65,775 |
| PPP LOAN | $1,170,317 |
| DUE TO THIRD PARTY PAYOR | $377,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,613,661 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM, AUTHORIZING LOANS TO SMALL BUSINESSES FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PAYCHECK PROTECTION PROGRAM ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. 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. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $16,449,845 IN GOVERNMENT FUNDING FROM VARIOUS SCHOOL DISTRICTS AND GOVERNMENT AGENCIES DURING THE YEAR ENDING JUNE 30, 2020. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY LAVELLE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD PRESIDENT AND 7% SHAREHOLDER OF TOTAL EDUCATION SOLUTIONS | RelationshipDescriptionTxt |
| Transaction | $3,369,174 | TransactionAmt |
| Transaction | 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, 2020, THE MANAGEMENT FEE PAID TO TES WAS BASED ON 20 PERCENT OF PROGRAM REVENUES. | TransactionDesc |
| Sharing Of Revenues | Yes (1) | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | 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 | 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 | 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 | THE PUBLIC CAN REQUEST AND RECEIVE COPIES OF THE ARTICLES OF INCORPORATION, BY-LAWS, AND AUDITED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND ACADEMY FPC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WESTMORELAND PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455343398 | EIN |
| Primary Activities | EDUCATIONAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR THE REDESIGN OF LEARNING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND ACADEMY FPC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $3,086,115 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |