2016-05-16T18:22:23-05:00 2015-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2014-07-01 952904053 THE INSTITUTE FOR THE REDESIGN OF LEARNING INST 3233444269 625 SOUTH FAIR OAKS AVENUE NO 300 SOUTH PASADENA CA 91030 PIERO STILLITANO CFO 3233444269 2016-05-16 1 DONITA M JOSEPH P00286656 5624351191 2016-05-16 2014 2016-08-17 19:52:53Z PIERO STILLITANO 625 SOUTH FAIR OAKS AVENUE NO 300 SOUTH PASADENA CA 91030 16689092 0 X WWW.REDESIGNLEARNING.ORG X 1974 CA PROVIDES EDUCATIONAL, SOCIAL AND VOCATIONAL PROGRAMS TO CHILDREN AND YOUNG ADULTS WITH LEARNING, BEHAVIORAL AND EMOTIONAL DISABILITIES. 11 11 417 11 0 0 19323 392074 16586603 16286518 34940 10500 0 0 16640866 16689092 0 0 0 0 9475189 9989670 0 0 0 6833945 6511950 16309134 16501620 331732 187472 8097563 8621084 2038089 2182127 6059474 6438957 X TO EMPOWER AT-RISK INDIVIDUALS TO TAKE CHARGE OF THEIR OWN LEARNING AND BE COMPETENT, CARING MEMBERS OF SOCIETY; AND TO PROVIDE TRAINING OPPORTUNITIES FOR FAMILIES AND PROFESSIONALS TO SUPPORT THOSE EFFORTS. 0 0 9359287 9759513 MENTAL HEALTH - THE ALMANSOR CENTER: SINCE 1974, THE ALMANSOR CENTER HAS BEEN AN INNOVATIVE, CERTIFIED SCHOOL AND TRAINING FACILITY THAT HAS SUCCESSFULLY SERVED INFANTS, YOUTHS AND YOUNG ADULTS AT RISK FOR LEARNING, LANGUAGE, DEVELOPMENTAL, EMOTIONAL AND BEHAVIORAL PROBLEMS. OUR PROGRAMS HAVE HELPED THOUSANDS OF YOUNG PEOPLE OVERCOME SERIOUS DISABILITIES TO BECOME SUCCESSFUL LEARNERS AND ACHIEVE REWARDING, PRODUCTIVE LIVES. THE ALMANSOR CENTER PROVIDES A WIDE VARIETY OF MENTAL HEALTH SERVICES THAT INCLUDE SERVICES AT OUR NON-PUBLIC SCHOOL, OUTPATIENT SERVICES AT OVER 30 PUBLIC SCHOOL DISTRICTS, DUAL DIAGNOSED COUNSELING SERVICES, WHICH FOCUSES ON THE ENTIRE FAMILY UNIT, CASE MANAGEMENT SERVICES AT JUVENILE HALL, AND THERAPEUTIC DAY NURSERY FOR YOUNG CHILDREN. THESE SERVICES FOCUS ON INDIVIDUAL, FAMILY AND GROUP COUNSELING, SUBSTANCE ABUSE COUNSELING, PSYCHOTROPIC MEDICATION SUPPORT, PSYCHO-DIAGNOSTIC TESTING AND CRISIS INTERVENTION SERVICES. MANY OF THESE SERVICES ARE PERFORMED EITHER IN THE HOME, OR AT PUBLIC SCHOOL FACILITIES. 3213820 3809327 DAY SCHOOL:STUDENTS REFERRED TO THE ALMANSOR CENTER ARE UNABLE TO ACHIEVE ACADEMIC AND SOCIAL GOALS IN A TRADITIONAL CLASSROOM ENVIRONMENT. CHILDREN ARE REFERRED TO ALMANSOR BY OVER TWENTY SCHOOL DISTRICTS AND THREE REGIONAL CENTERS AS WELL AS THE DEPARTMENT OF REHABILITATION, THE DEPARTMENT OF MENTAL HEALTH, AND THE JUVENILE JUSTICE SYSTEM. EACH CLASSROOM OFFERS SMALL CLASS SIZES LIMITED TO TWELVE STUDENTS WITH A MINIMUM OF ONE TEACHER AND ONE TEACHER ASSOCIATE PER ROOM. AN INDIVIDUALIZED EDUCATION PROGRAM DEVELOPED FOR EACH CHILD ENSURES THAT CURRICULUM AND TEACHING METHODS MATCH STUDENT STRENGTHS AND PREFERRED LEARNING STYLES. 1249907 1239840 TRANSITION AND ADULT SERVICES:THE GOAL OF THE ALMANSOR CENTER'S ADULT TRANSITION PROGRAM IS TO HAVE A CONSUMER SUCCESSFULLY ACHIEVE INDEPENDENT LIVING SKILLS AND/OR BECOME PLACED IN SUPPORTIVE OR COMPETITIVE EMPLOYMENT BY PARTICIPATING IN A ONE-TO-THREE RATIO COMMUNITY BASED GROUP IN THEIR COMMUNITY. PARTICIPANTS FORMULATE, IMPLEMENT AND EVALUATE PERSONAL PLANS AS THEY RELATE TO THE GOALS THEY HAVE IN SUCH AREAS AS PREVOCATIONAL / EMPLOYMENT SKILLS, INDEPENDENT LIVING, COMMUNITY USE AND MOBILITY, FINANCIAL INDEPENDENCE AND MONEY MANAGEMENT, SEXUALITY AND SELF ESTEEM, RECREATIONAL ACTIVITIES, AND HAVING FUN. 866117 970321 EARLY EDUCATION:THE EARLY EDUCATION DEPARTMENT PROVIDES AN ATMOSPHERE THAT ENCOURAGES SOCIAL, PHYSICAL, EMOTIONAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF CHILDREN. THE PROGRAM IS BASED PRIMARILY ON THE DEVELOPMENTAL NEEDS, INTERESTS AND EXPERIENCES OF PRESCHOOL AGE CHILDREN. IT HAS BEEN CAREFULLY PLANNED TO INCLUDE A BALANCE OF QUIET AND ACTIVE PERIODS. ACADEMIC EXPOSURE IS OFFERED AT THE CHILD'S RATE OF INTELLECTUAL CURIOSITY AND ADVANCEMENT. WE STRIVE TO CREATE AN ATMOSPHERE THAT HELPS EACH CHILD BECOME AWARE OF THE KNOWLEDGE THAT HE OR SHE IS LOVED, IS OF INFINITE WORTH AND RESPECTS CULTURAL DIVERSITY OF ALL PEOPLE. 586699 507517 COMMUNITY OUTREACH:THE COMMUNITY OUTREACH DEPARTMENT SERVES ELIGIBLE CHILDREN IN HEAD START CLASSES. TEACHERS PROVIDE A VARIETY OF SERVICES THAT INCLUDE WORKING WITHIN THE HEAD START CLASSROOM ON AN ITINERANT BASIS TO HELP MEET THE NEEDS OF IDENTIFIED SPECIAL EDUCATION CHILDREN, FACILITATING GOALS WITH INDIVIDUAL CHILDREN, PROVIDING ONGOING OBSERVATIONS AND EVALUATIONS, AND WORKING WITH HEAD START AND DISTRICT STAFF TO SUPPORT THE TRANSITION FROM HEAD START TO KINDERGARTEN. THIS GRANT'S OBJECTIVE IS TO ENHANCE LIFE-SKILLS AND DECISION MAKING FOR AT-RISK YOUTH INCLUDING JUVENILE DELINQUENTS, PRE-DELINQUENTS AND YOUTH ON PROBATION SO THAT THEY CAN BE FULLY INTEGRATED INTO SOCIETY. ALMANSOR DIVERSION SPECIALISTS ENGAGE YOUTH IN A DIALOGUE OF SELF DISCOVERY THAT EMPHASIZES THAT THERE ARE NO RIGHT OR WRONG ANSWERS; THAT EACH RESPONSE IS A CLUE TO A STRATEGY FOR SUCCESS; THAT THEY ARE NOT ALONE; AND THAT THE DIVERSION SPECIALIST IS THERE TO HELP THE STUDENT ACHIEVE HIS OR HER GOALS. 1452816 1477838 15275830 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 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 9 0 1 417 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 1 0 CA X NANCY LAVELLE 3233417777 625 SOUTH FAIR OAKS AVENUE SUITE SOUTH PASADENA CA 91030 X 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 CHRISTINE MCLEOD DIRECTOR 2.00 X 0 0 0 SARA MENJIVAR DIRECTOR 2.00 X 0 0 0 MARJORIE STEINBERG DIRECTOR 2.00 X 0 0 0 BRAD TALT DIRECTOR 2.00 X 0 0 0 JEFF GRAHAM DIRECTOR 2.00 X 0 0 0 SCOTT MARTIN DIRECTOR 2.00 X 0 0 0 HELEN ORTIZ-GILSTRAP DIRECTOR 2.00 X 0 0 0 EDWARD AMEY MANAGING DIRECTOR 40.00 X 0 0 0 EDWIN SHRADER CLINICAL DIRECTOR 40.00 X 134359 0 66762 SUSAN BONNER ASSISTANT DIRECTOR 40.00 X 110349 0 55015 244708 0 121777 2 0 1 0 TOTAL EDUCATION SOLUTIONS 625 FAIR OAKS AVENUE SUITE 300 PASADENA CA 91030 MANAGEMENT SERVICES 3759891 1 392074 384173 392074 MENTAL HEALTH SERVICES 900099 9759513 9759513 DAY SCHOOL 900099 3809327 3809327 TRANSITIONAL & ADULT 900099 1239840 1239840 EARLY EDUCATION SVCS 900099 970321 970321 COMMUNITY OUTRCH SVCS 900099 507517 507517 16286518 10500 10500 16689092 16286518 0 10500 8003779 8003779 153081 153081 1225149 1225149 607661 607661 3196654 3196654 95 95 75300 75300 142760 142520 240 608 60 548 113049 105098 7951 406320 403778 2542 743195 741580 1615 119795 119543 252 36167 29466 6701 68918 68918 267611 260904 6707 147520 126044 21476 BAD DEBT EXPENSE 937651 937651 SUPPLIES 86364 86021 343 EQUIPMENT RENTAL AND RE 31042 5153 25889 LICENSE AND FEES 12537 3039 9498 126364 66300 60064 16501620 15275830 1225790 0 87681 400 430101 3698617 3733124 279543 331109 7112012 6243536 721569 868476 3310153 3257874 8097563 8621084 1087841 729430 950248 1452697 2038089 2182127 X 6059474 6438957 6059474 6438957 8097563 8621084 187472 169978 22033 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1120904 1091850 29054 5599705 4774829 824876 391403 376857 14546 868476 DEPOSITS 60515 DUE FROM RELATED PARTY 3197359 3257874 CAPITAL LEASES 112697 LINE OF CREDIT 1340000 1452697 X 16859070 169978 169978 16689092 0 16689092 16501620 0 16501620 0 16501620 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 UNDER SIMILAR STATE PROVISIONS. IN MAY 2012, THE INSTITUTE ORGANIZED WESTMORELAND ACADEMY AS A FLEXIBLE PURPOSE CORPORATION UNDER THE CORPORATE FLEXIBILITY ACT OF 2011. 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, 2015 AND 2014, INCOME TAX EXPENSE WAS INSIGNIFICANT. THE INSTITUTE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE INSTITUTE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND CALIFORNIA. WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO U.S. FEDERAL, OR STATE AND LOCAL, INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN POSITION. BASED ON THE INSTITUTE'S ASSESSMENT OF MANY FACTORS, INCLUDING PAST EXPERIENCE AND COMPLEX JUDGMENTS ABOUT FUTURE EVENTS, THE INSTITUTE DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS UNCERTAIN TAX POSITIONS OVER THE NEXT 12 MONTHS. THE INSTITUTE RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE INSTITUTE DID NOT RECOGNIZE ANY INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS DURING THE YEARS ENDED JUNE 30, 2015 AND 2014. 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 $18,750,918 IN GOVERNMENT FUNDING FROM VARIOUS SCHOOL DISTRICTS AND GOVERNMENT AGENCIES DURING THE YEAR ENDING JUNE 30, 2015. 0 0 0 0 0 0 0 0 0 EDWIN SHRADER CLINICAL DIRECTOR 134359 0 0 0 0 0 15705 0 51057 0 201121 0 0 0 SUSAN BONNER ASSISTANT DIRECTOR 110349 0 0 0 0 0 12600 0 42415 0 165364 0 0 0 NANCY LAVELLE PRESIDENT OF FOUNDATION AND 100% SHAREHOLDER OF TOTAL EDUCATION SOLUTIONS 3759891 MANAGEMENT SERVICES- TOTAL EDUCATION SOLUTIONS (TES) PROVIDES MANAGEMENT SERVICES TO INSTITUTE FOR THE REDESIGN OF LEARNING (IRL). THE 100% SHAREHOLDER OF TES, NANCY LAVELLE, IS THE PRESIDENT OF IRL. DURING THE TAX YEAR ENDED JUNE 30, 2015, THE MANAGEMENT FEE PAID TO TES WAS BASED ON 19.0 PERCENT OF PROGRAM REVENUES. 1 X EQUIPMENT 2 384173 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS DETAILS THE NUMBER OF DONORS WHO CONTRIBUTED. 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 11 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. FORM 990, PART VII, SECTION A EDWARD AMEY IS NOT COMPENSATED BY THE ORGANIZATION. HE IS AN EMPLOYEE OF TOTAL EDUCATION SOLUTIONS, A MANAGEMENT COMPANY THAT 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. 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