2015-02-12T13:22:55-06:00 2014-06-30 061671819 FRUCHTER ROSEN & CO PC 156 WEST 56TH STREET STE 1804 NEW YORK NY 10019 990 2013-07-01 274033282 SUCCESS ACADEMY CHARTER SCHOOL - UPPER WEST SUCC 6467472371 95 PINE STREET NO 6TH FL NEW YORK NY 10005 DENNIS MCINTOSH CFO OF SACS, INC 6462777170 2015-02-12 GUS SALIBA P01243493 2129573600 2015-02-12 2013 2016-03-07 17:11:31Z X SAM COLE 95 PINE STREET 6TH FL NEW YORK NY 10005 5840146 0 X WWW.SUCCESSACADEMIES.ORG X 2010 NY THE MISSION OF SUCCESS ACADEMY CHARTER SCHOOL - UPPER WEST (F/K/A UPPER WEST SUCCESS ACADEMY CHARTER SCHOOL) (THE "SCHOOL") IS TO PROVIDE CHILDREN IN NEW YORK CITY WITH AN EXCEPTIONALLY HIGH-QUALITY EDUCATION THAT GIVES THEM THE KNOWLEDGE, SKILLS, CHARACTER AND DISPOSITION TO MEET AND EXCEED NEW YORK STATE STANDARDS, AND THE RESOURCES TO SUCCEED AND LEAD IN SCHOOL, COLLEGE AND A COMPETITIVE GLOBAL ECONOMY. 11 11 68 80 0 0 252079 100311 3551544 5739760 13 75 298 0 3803934 5840146 0 0 0 0 2482487 3307902 0 0 0 1460418 2416306 3942905 5724208 -138971 115938 726910 0 967153 0 -240243 0 X THE MISSION OF SUCCESS ACADEMY CHARTER SCHOOL - UPPER WEST (F/K/A UPPER WEST SUCCESS ACADEMY CHARTER SCHOOL) (THE "SCHOOL") IS TO PROVIDE CHILDREN IN NEW YORK CITY WITH AN EXCEPTIONALLY HIGH-QUALITY EDUCATION THAT GIVES THEM THE KNOWLEDGE, SKILLS, CHARACTER AND DISPOSITION TO MEET AND EXCEED NEW YORK STATE STANDARDS, AND THE RESOURCES TO SUCCEED AND LEAD IN SCHOOL, COLLEGE AND A COMPETITIVE GLOBAL ECONOMY. 0 0 4591181 5739760 EXPENSES DIRECTLY ASSOCIATED WITH THE OPERATIONS OF THE CHARTER SCHOOL AND THE RELATED CURRICULUM COSTS. FOR THE 2013-2014 SCHOOL YEAR, WE SERVED APPROXIMATELY 390 STUDENTS IN GRADES KINDERGARTEN THROUGH THIRD. EFFECTIVE JULY 1, 2014, THE SCHOOL MERGED INTO SUCCESS ACADEMY CHARTER SCHOOLS - NYC, A NONPROFIT EDUCATION CORPORATION. 4591181 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 8 0 1 68 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 1 1 1 1 1 1 1 1 0 X JAMES STOTZ 6462048014 95 PINE STREET 6TH FL NEW YORK NY 10005 DANIEL NIR CHAIRMAN 2.00 X X 0 0 0 ANDREW FELDSTEIN VICE CHAIRMAN 2.00 X X 0 0 0 JARETT POSNER TREASURER 2.00 X X 0 0 0 GIDEON STEIN SECRETARY 2.00 X X 0 0 0 ELENA DILION BOARD MEMBER 1.00 X 0 0 0 SCOTT GAYNOR BOARD MEMBER 1.00 X 0 0 0 ANDREW GLAZE BOARD MEMBER 1.00 X 0 0 0 LISA LIPPMAN BOARD MEMBER 1.00 X 0 0 0 ORLANDO MUYSHONDT BOARD MEMBER 1.00 X 0 0 0 LORENZO SMITH BOARD MEMBER 1.00 X 0 0 0 ANDY STONE BOARD MEMBER 1.00 X 0 0 0 MARK ZURACK BOARD MEMBER 1.00 X 0 0 0 JOSE SANTIAGO PARENT REPRESENTATIVE 2.00 X 0 0 0 CAROLYN ROBY SENIOR LEADER 50.00 X 121820 0 19614 121820 0 19614 1 0 0 0 SUCCESS ACADEMY CHARTER SCHOOLS INC 95 PINE STREET 6TH FLOOR NEW YORK NY 10005 MANAGEMENT 560520 REVOLUTION FOODS PO BOX 742759 LOS ANGELES CA 90074 FOOD SERVICES 144501 2 100311 100311 GOV'T PER-PUPIL REV. 900099 5739760 5739760 5739760 75 75 5840146 5739760 0 75 2729655 2511283 218372 43305 39841 3464 312413 287419 24994 222529 204726 17803 791583 791583 11488 11488 220073 219900 173 12644 12644 180478 166040 14438 120913 111240 9673 36539 33616 2923 7490 6891 599 7500 7500 308485 283806 24679 39155 36023 3132 STUDENT FOOD SERVICE 326298 326298 INSTRUCTIONAL SUPPLIES 245844 245844 FIELD TRIPS 38694 38694 SCHOOL CULTURE 23438 23438 45684 43478 2206 5724208 4591181 1133027 0 7788 0 0 75488 0 497 0 0 0 0 0 136300 0 0 0 456837 0 0 0 0 0 50000 0 726910 0 217153 750000 967153 0 X -240243 0 -240243 0 726910 0 X 115938 124305 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 5840146 0 5840146 0 5840146 5724208 0 5724208 0 5724208 PART X, LINE 2: THE SCHOOL'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE SCHOOL HAS NO UNCERTAIN TAX POSITION RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT. 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 DISSEMINATES ITS POLICY ON OUTREACH MATERIALS, APPLICATIONS AND ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES PER-PUPIL FUNDING FROM THE NYC DEPARTMENT OF EDUCATION UNDER THEIR CHARTER AGREEMENT. THE SCHOOL ALSO RECEIVED VARIOUS FEDERAL AND STATE FUNDS INCLUDING FEDERAL ENTITLEMENTS TO ASSIST WITH COVERING THE COST OF CERTAIN PROGRAMS. NET ASSETS TRANSFERRED PURSUANT TO MERGER AGREEMENT INTO A NONPROFIT EDUCATION CORPORATION. 2014-06-30 -124305 BOOK VALUE 364629540 SUCCESS ACADEMY CHARTER SCHOOLS - NYC 95 PINE STREET 6TH FLOOR NEW YORK NY 10005 501(C)(3) 1 0 0 0 1 1 1 0 0 PART I, LINE 2E: PERSON(S) INVOLVED: JARRETT POSNER PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: SERVES AS BOARD MEMBER OF TRANSFEREE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE SCHOOL ENTERED INTO A RELATIONSHIP WITH THE CHARTER MANAGEMENT ORGANIZATION, SUCCESS ACADEMIES CHARTER SCHOOLS, INC. (THE "NETWORK"). THE RESPONSIBILITIES OF THE NETWORK ARE AS FOLLOWS: (1) HIRING EDUCATIONAL CONSULTANTS AND STAFF TO ADVISE ON SCHOOL DEVELOPMENT; (2) RESEARCHING AND DOCUMENTING THE SUCCESSFUL CHARACTERISTICS OF K-12 SCHOOLS SUCH AS THOSE AFFILIATED WITH THE NETWORK; (3) PROVIDING RESOURCES TO NEW AND ESTABLISHED CHARTER SCHOOLS WITHIN THE NETWORK, SUCH AS ASSISTANCE RECRUITING LEADERSHIP, ADMINISTRATION AND STAFF; RECRUITING STUDENTS; AND FOSTERING THE DEVELOPMENT OF SHARED SERVICES, CURRICULA, AND FACILITIES; (4) PERFORMING RESEARCH ON POLICIES THAT CAN INCREASE EDUCATIONAL OPPORTUNITIES FOR ALL CHILDREN, INCLUDING BUT NOT LIMITED TO POLICIES RELATING TO CHARTER SCHOOLS; (5) PROVIDING ADDITIONAL SUPPORT TO STUDENTS WITHIN THE NETWORK OR STUDENTS OF NEED TO ALLOW THEM TO PURSUE ACADEMIC EXCELLENCE; AND (6) OTHER ACTIVITIES THAT PROMOTE EDUCATIONAL ACHIEVEMENT. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL. IF CHANGES ARE REQUIRED THE SCHOOL WILL THEN FORWARD TO THE AUDITING FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO THE IRS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL SHARES ITS CONFLICT OF INTEREST POLICY WITH BOARD MEMBERS AND OFFICERS AS PART OF THEIR REGULAR MEETINGS. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE EXPECTED TO DECLARE IF AT ANY POINT A CONFLICT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE DATA IS USED BY THE BOARD WHEN DETERMINING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE SCHOOL MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED PURSUANT TO A MERGER AGREEMENT 124,305. FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING, LINE 2C: THE SCHOOL HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR.