NEW WEST CHARTER SCHOOL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NEW WEST CHARTER SCHOOL (EIN 95-4808754)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-03
- IRS object ID
- 201941239349300249
- Schema version
- 2017v2.3
- 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 | 2019-05-03T09:53:07-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953239468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDDERSEN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28632 ROADSIDE DR STE 265 | AddressLine1Txt |
| City | AGOURA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913016300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954808754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW WEST CHARTER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWW | BusinessNameControlTxt |
| Phone | 3109435444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 ARMACOST AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SHARON WEIR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3109435444 | PhoneNum |
| Signature | 2018-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOY A BULLER | PreparerPersonNm |
| PTIN | P00358287 | PTIN |
| Phone | 8187074111 | PhoneNum |
| Preparation | 2019-03-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.48.37.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-03 | IPDt |
| IP Tm | 09:53:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7ADDB363B8017A8D13120A20343FA5166740B52A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83C5881E26FDE633B74D49E884FCE0055FC49077 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR SHARON WEIR | PrincipalOfficerNm |
| Gross Receipts | $9,335,056 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWWESTCHARTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE GOAL OF THE ORGANIZATION IS TO PROVIDE AN ACADEMICALLY RIGOROUS, HIGHLY INDIVIDUALIZED EDUCATION FOR 21ST CENTURY STUDENTS IN GRADES SIXTH THROUGH TWELFTH. THE ORGANIZATION IS OPEN TO ALL STUDENTS IN GRADES SIXTH THOUGH TWELFTH SEEKING A RIGOROUS CORE CURRICULUM THAT PROVIDES A STRONG FOUNDATION IN READING AND LANGUAGE ARTS, MATHEMATICS, SCIENCE, HISTORY AND SOCIAL SCIENCE. ITS DUTY IS TO PRODUCE COMPETENT, INDEPENDENT, SELF-RELIANT STUDENTS BY CREATING A LEARNING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND STRONG CHARACTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 64 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,827,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,846,129 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $520 | CYInvestmentIncomeAmt |
| PY Other Revenue | $491,315 | PYOtherRevenueAmt |
| CY Other Revenue | $488,407 | CYOtherRevenueAmt |
| PY Total Revenue | $9,320,040 | PYTotalRevenueAmt |
| CY Total Revenue | $9,335,056 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,396,014 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,646,417 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,452 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,934,428 | PYOtherExpensesAmt |
| CY Other Expenses | $4,189,549 | CYOtherExpensesAmt |
| PY Total Expenses | $8,330,442 | PYTotalExpensesAmt |
| CY Total Expenses | $8,835,966 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $989,598 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $499,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,297,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,580,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $961,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $745,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,336,065 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,835,155 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GOAL OF THE ORGANIZATION IS TO PROVIDE AN ACADEMICALLY RIGOROUS, HIGHLY INDIVIDUALIZED EDUCATION FOR 21ST CENTURY STUDENTS IN GRADES SIXTH THROUGH TWELFTH. THE ORGANIZATION IS OPEN TO ALL STUDENTS IN GRADES SIXTH THOUGH TWELFTH SEEKING A RIGOROUS CORE CURRICULUM THAT PROVIDES A STRONG FOUNDATION IN READING AND LANGUAGE ARTS, MATHEMATICS, SCIENCE, HISTORY AND SOCIAL SCIENCE. ITS DUTY IS TO PRODUCE COMPETENT, INDEPENDENT, SELF-RELIANT STUDENTS BY CREATING A LEARNING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND STRONG CHARACTER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,590,183 | ExpenseAmt |
| Desc | DEVELOPING NEW AND DIFFERENT WAYS TO INCORPORATE PARENTAL CHOICE INTO THE EDUCATIONAL PROCESS WITH AN EMPHASIS ON PROVIDING THE MAXIMUM AMOUNT OF EDUCATIONAL OPPORTUNITIES POSSIBLE TO EVERY STUDENT. TO PRODUCE COMPETENT, INDEPENDENT, SELF-RELIANT STUDENTS BY CREATING A LEARNING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND STRONG CHARACTER. | Desc |
| Total Program Service Expenses | $6,590,183 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 64 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103941152 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11858 LA GRANGE AVE 2ND FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TANISHA BARNETT | ||||||
| ASSISTANT PR | 40.00 | Yes (X) | Yes (X) | $125,800 | $0 | $0 |
| MARK HERRERA | ||||||
| VICE PRINCIP | 40.00 | Yes (X) | Yes (X) | $90,477 | $0 | $4,723 |
| DONNA HASKINS | ||||||
| TEACHER REP | 40.00 | Yes (X) | $85,619 | $0 | $0 | |
| STEVEN JONES | ||||||
| TEACHER REP | 40.00 | Yes (X) | $81,867 | $0 | $0 | |
| JOSEPH KANACH | ||||||
| TEACHER REP | 40.00 | Yes (X) | $81,243 | $0 | $0 | |
| MICHAEL SCHELSSINGER | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIZMET WHITE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN LEE | ||||||
| PARENT REP | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI QUON | ||||||
| PARENT REP | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEN REZNIK | ||||||
| COMMUNITY RE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB ZAUGH | ||||||
| COMMUNITY RE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHALL MAYOTTE | ||||||
| COMMUNITY RE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR SHARON WEIR | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $233,771 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $698,777 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $4,723 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCROSKEYARMACOST REAL ESTATE | |||||
| PO BOX 754 | DEL MAR | CA | 92014 | RENT | $1,034,914 |
| LAWRENCE A LEE | |||||
| 14078 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | RENT | $362,839 |
| DEVEREUX TEXAS TREATMENT NETWORK | |||||
| PO BOX 8538-122 | PHILADELPHIA | PA | 19171 | SPECIAL ED | $185,210 |
| DIRECTED SPECIALIZED SERVICES LLC | |||||
| PO BOX 743425 | LOS ANGELES | CA | 900743425 | SPECIAL ED | $176,124 |
| EXED | |||||
| 11858 LA GRANGE AVENUE | LOS ANGELES | CA | 90025 | FINANCIAL | $107,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,214,799 | GovernmentGrantsAmt |
| All Other Contributions | $631,330 | AllOtherContributionsAmt |
| Total Contributions | $8,846,129 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520 | TotalRevenueColumnAmt |
| Exclusion | $520 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER LOCAL REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $488,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $488,407 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $488,407 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,335,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $488,407 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,777 | TotalAmt |
| Program Services | $698,777 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,928,978 | TotalAmt |
| Program Services | $2,095,084 | ProgramServicesAmt |
| Management And General | $833,894 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,332 | TotalAmt |
| Program Services | $397,783 | ProgramServicesAmt |
| Management And General | $116,549 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,051 | TotalAmt |
| Program Services | $254,954 | ProgramServicesAmt |
| Management And General | $76,097 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,279 | TotalAmt |
| Program Services | $133,448 | ProgramServicesAmt |
| Management And General | $39,831 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,131 | TotalAmt |
| Management And General | $173,131 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,617 | TotalAmt |
| Management And General | $123,617 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,134 | TotalAmt |
| Program Services | $618,640 | ProgramServicesAmt |
| Management And General | $265,494 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,656 | TotalAmt |
| Management And General | $5,656 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,259 | TotalAmt |
| Program Services | $29,807 | ProgramServicesAmt |
| Fundraising | $10,452 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,832 | TotalAmt |
| Management And General | $13,832 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685,324 | TotalAmt |
| Program Services | $1,685,324 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,226 | TotalAmt |
| Program Services | $60,226 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,001 | TotalAmt |
| Management And General | $39,001 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,022 | TotalAmt |
| Management And General | $165,022 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,384 | TotalAmt |
| Management And General | $110,384 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT TRANSPORTATION | $464,264 | $464,264 | |
| BOOKS AND SUPPLIES | $251,946 | $101,034 | $150,912 |
| OVERSIGHT FEES | $66,211 | $66,211 | |
| DUES AND MEMBERSHIPS | $39,142 | $39,142 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,400 | TotalAmt |
| Program Services | $50,842 | ProgramServicesAmt |
| Management And General | $16,558 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,835,966 | TotalAmt |
| Program Services | $6,590,183 | ProgramServicesAmt |
| Management And General | $2,235,331 | ManagementAndGeneralAmt |
| Fundraising | $10,452 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,748 | BOYAmt |
| EOY | $1,294,571 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,305 | BOYAmt |
| EOY | $1,251,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,904 | BOYAmt |
| EOY | $181,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,773,873 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,049,776 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,727,596 | BOYAmt |
| EOY | $2,724,097 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,265 | BOYAmt |
| EOY | $129,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,297,818 | BOYAmt |
| EOY | $5,580,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,934 | BOYAmt |
| EOY | $160,063 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,022 | BOYAmt |
| EOY | $452,022 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,797 | BOYAmt |
| EOY | $133,432 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $961,753 | BOYAmt |
| EOY | $745,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,318,949 | BOYAmt |
| EOY | $4,835,155 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,116 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,336,065 | BOYAmt |
| EOY | $4,835,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,297,818 | BOYAmt |
| EOY | $5,580,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $499,090 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,532,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,813,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,818,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,827,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,846,129 | CurrentTaxYearAmt |
| Total | $37,838,278 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,532,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,813,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,818,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,827,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,846,129 | CurrentTaxYearAmt |
| Total | $37,838,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,838,278 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $1,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $520 | CurrentTaxYearAmt |
| Total | $1,855 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $644,796 | CurrentTaxYearMinus4YearsAmt |
| Total | $644,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,484,929 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $488,407 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FOOD SERVICE SALES 66,120 ALL OTHER LOCAL REVENUE 578,676 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,970,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $569,830 | DepreciationAmt |
| Book Value | $2,400,868 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $851,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $650,056 | DepreciationAmt |
| Book Value | $201,547 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $741,925 | OtherCostOrOtherBasisAmt |
| Depreciation | $674,517 | DepreciationAmt |
| Book Value | $67,408 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,373 | DepreciationAmt |
| Book Value | $54,274 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,724,097 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO GRANTOR GOVERNMENTS | $83,432 |
| DEPOSIT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $133,432 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,335,056 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $9,335,056 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,335,056 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,835,966 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,835,966 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,835,966 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SHARON WEIR | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $233,771 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $233,771 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE GOAL OF THE ORGANIZATION IS TO PROVIDE AN ACADEMICALLY RIGOROUS, HIGHLY INDIVIDUALIZED EDUCATION FOR 21ST CENTURY STUDENTS IN GRADES SIXTH THROUGH TWELFTH. THE ORGANIZATION IS OPEN TO ALL STUDENTS IN GRADES SIXTH THOUGH TWELFTH SEEKING A RIGOROUS CORE CURRICULUM THAT PROVIDES A STRONG FOUNDATION IN READING AND LANGUAGE ARTS, MATHEMATICS, SCIENCE, HISTORY AND SOCIAL SCIENCE. ITS DUTY IS TO PRODUCE COMPETENT, INDEPENDENT, SELF-RELIANT STUDENTS BY CREATING A LEARNING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND STRONG CHARACTER. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DRAFT OF THE TAX RETURN IS INITIALLY REVIEWED BY THE SCHOOL'S BACKOFFICE PROVIDER. MINOR CHANGES WILL BE NOTATED TO THE PREPARER. AN UPDATED DRAFT WILL BE PRESENTED TO THE GOVERNANCE COUNCIL. THE COUNCIL AND BACKOFFICE PROVIDER WILL EXAMINE THE DRAFT AND APPROVE THE FINAL VERSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | GOVERNANCE COUNCIL MEMBERS MUST DISCLOSE ANY INTERESTS ACCORDING TO THE CONFLICT OF INTEREST POLICY. WHEN CONFLICTS ARISE, THAT PERSON MUST REMOVE THEMSELVES FROM THE VOTE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE GOVERNANCE COUNCIL WILL SELECT MEMBERS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE WILL MEET, WITHOUT THE EXECUTIVE DIRECTOR, TO DETERMINE SALARY INCREASE AND BONUS. THIS AMOUNT WILL BE COMPARED TO SIMILAR EXECUTIVE DIRECTORS FROM THE BACKOFFICE PROVIDER'S OTHER CLIENTS. THE SALARY CHANGE WILL BE APPROVED BY THE COMMITTEE WITH AN ANNOUNCEMENT TO THE BOARD MEMBERS. IN A PRIOR YEAR AN OUTSIDE INDEPENDENT CONSULTANT WAS HIRED FOR EXECUTIVE DIRECTOR SALARY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE GOVERNANCE COUNCIL WILL SELECT MEMBERS TO DETERMINE THE COMPENSATION OF OFFICERS OR KEY EMPLOYEES. THE COMMITTEE WILL MEET TO DETERMINE SALARY INCREASES AND BONUS. THIS AMOUNT WILL BE COMPARED TO SIMILAR POSITIONS FROM THE BACKOFFICE PROVIDER'S OTHER CLIENTS. THE SALARY CHANGE WILL BE APPROVED BY THE COMMITTEE WITH AN ANNOUNCEMENT TO THE BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE SCHOOL'S ARTICLES OF INCORPORATION, BY-LAWS AND MINUTES OF THE GOVERNING BOARD ARE AVAILABLE ON THE SCHOOL'S WEBSITE. A LIMITED AMOUNT OF FINANCIAL DATA IS ALSO AVAILABLE ON THE SCHOOL'S WEBSITE. THE REMAINING DATA IS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | INSTRUCTIONAL CONSULTANTS 618,640 0 0 NONINSTRUCTIONAL CONSULTANTS 0 265,494 0 TOTAL 618,640 265,494 0 |