2013-05-15T10:32:11-05:00 2012-06-30 953132551 JGD & ASSOCIATES LLP 5355 MIRA SORRENTO PLACE SUITE 700 SAN DIEGO CA 921213825 990 2011-07-01 352358696 NATIONAL UNIVERSITY ACADEMY NATI 8586428100 11355 NORTH TORREY PINES ROAD LA JOLLA CA 920371011 BERNARD HANLON 8663668847 2013-05-15 1 DANIEL P SCHREIBER P00089202 8585871000 2013-05-15 2011 2016-02-24 21:20:13Z BERNARD HANLON 11355 N TORREY PINES RD LA JOLLA CA 92037 4916205 0 X AHS.NUSYSTEM.ORG X 2008 CA THE ORGANIZATION IS AN INDEPENDENT STUDY K-12 LEVEL EDUCATION INSTITUTION. 7 7 85 0 0 0 392039 545032 3746293 4364787 17686 6386 0 0 4156018 4916205 2500 7125 0 0 2512093 3144702 0 0 0 1203454 1396741 3718047 4548568 437971 367637 2189100 2876650 1162753 1482666 1026347 1393984 NATIONAL UNIVERSITY ACADEMY IS DEDICATED TO CREATING K-12 LEARNING OPPORTUNITIES WHICH ARE ACCESSIBLE, CHALLENGING, AND RELEVANT TO A DIVERSE POPULATION OF STUDENTS. SEE SCHEDULE O. 0 0 3799421 7125 4371173 NATIONAL UNIVERSITY ACADEMY IS A PUBLIC CHARTER SCHOOL THAT BLENDS THE CUTTING EDGE TECHNOLOGY OF AN "ONLINE SCHOOL" WITH THE BENEFITS OF ONSITE PROGRAMS AND HANDS-ON LABS. THE ACADEMY ALSO OFFERS THE CAREER PATH PROGRAM, AN INDEPENDENT STUDY PROGRAM DESIGNED FOR YOUTH AGES 14-18. NATIONAL UNIVERSITY ACADEMY OFFERS A SITE BASED K-4 PROGRAM IN SAN DIEGO.NATIONAL UNIVERSITY ACADEMY HAS THIRTEEN LEARNING RESOURCE CENTERS FOR STUDENTS LOCATED THROUGHOUT SAN DIEGO AND RIVERSIDE COUNTIES. 3799421 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 18 0 85 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X MICHELLE BELLO ASSOCIATE VP FINANCE 8586428636 11355 NORTH TORREY PINES ROAD LA JOLLA CA 920371011 X DR MICHAEL LACOURSE 0.30 X 0 0 0 LINDA DOUGHTY 0.30 X 0 0 0 DR SCOTT HERRIN 0.30 X 0 0 0 DR JOSEPH ZAVALA 0.30 X 0 0 0 KEVEN BOWERS 0.30 X 0 0 0 LAURIE BLUE 0.30 X 0 0 0 JACKIE GEORGI 0.30 X 0 0 0 0 0 0 0 0 0 0 CHARTER SCHOOL MANAGEMENT CORPORATION 43438 BUSINESS PARK DRIVE TEMECULA CA 92590 ACCOUNTING SUPPORT 101000 1 533028 12004 545032 TUITION 611710 4361944 4361944 FEES 611710 2843 2843 4364787 6386 6386 4916205 4371173 0 0 7125 7125 2520848 2268763 252085 173554 156199 17355 373172 335855 37317 77128 69415 7713 835 835 13805 13805 118880 17880 101000 35284 35284 54947 26494 28453 332050 282243 49807 42555 42555 69672 69672 13434 13434 BOOKS & SUPPLIES 223508 223508 SPECIAL ED ENCROACHMENT 185000 185000 SOFTWARE FEES 88977 88977 DATA NETWORKING 46712 46712 171082 91250 79832 4548568 3799421 749147 0 1231278 524447 892524 2278708 14929 29726 50688 22169 35514 28519 14855 15250 2189100 2876650 131512 160654 1031241 1322012 1162753 1482666 X 1026347 1393984 1026347 1393984 2189100 2876650 367637 0 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50688 22169 28519 28519 OTHER LIABILITIES 323113 DUE TO AFFILIATE 998899 1322012 4916205 4548568 367637 367637 4916205 0 4916205 0 4916205 4548568 0 4548568 0 4548568 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ALL ADVERTISING PLACED IN THE MEDIA CONTAINS THE FOLLOWING STATEMENT: "ADMISSION IS OPEN TO ALL QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, CREED, AGE OR ETHNIC ORIGIN." EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 SEE SCHEDULE O - FINANCIAL AID ASSISTANCE: 0 VARIOUS SCHOLARSHIPS 18 7125 FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990 WAS DISTRIBUTED TO SENIOR MANAGEMENT. THE FINAL VERSION OF FORM 990 WAS DISTRIBUTED FOR REVIEW BEFORE FILING TO THE TRUSTEES BY EMAIL. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY MONITORS COMPLIANCE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED WITH REGARD TO COMPENSATION PAID TO SENIOR EXECUTIVES OF COMPARABLE NON-PROFIT AND PROPRIETARY INSTITUTIONS IN EDUCATION AND OTHER FIELDS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. DURING THE FISCAL YEAR 2011-2012, THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS. ORGANIZATION'S MISSION FORM 990, PART III, LINE I NATIONAL UNIVERSITY ACADEMY BLENDS A UNIQUE COMBINATION OF VIRTUAL AND SITE-BASED COURSEWORK TO PROVIDE A COMPREHENSIVE PROGRAM THAT CREATES MULTIPLE PATHWAYS TO POST SECONDARY AND CAREER SUCCESS. THE PROGRAM EMPHASIZES A STRONG, INTERDISCIPLINARY ACADEMIC PROGRAM, SPECIALIZED CLASSES AND LABS, AND MEANINGFUL AND AUTHENTIC WORK-BASED LEARNING EXPERIENCES. SCHEDULE R, RELATED ORGANIZATIONS THE NUS IS AN ALLIANCE OF EDUCATIONAL INSTITUTIONS, SERVING DIVERSE LEARNERS FROM HIGH SCHOOL TO DOCTORAL PROGRAMS. THE NUS INCLUDES 7 INDEPENDENT NON-PROFIT ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3): NATIONAL UNIVERSITY, NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL, WESTMED COLLEGE, JOHN F. KENNEDY UNIVERSITY (WHICH OFFERS DOCTORAL PROGRAMS AS WELL AS A LAW SCHOOL), SPECTRUM PACIFIC LEARNING, INC., NATIONAL UNIVERSITY INTERNATIONAL INC., AND SYSTEM MANAGEMENT GROUP (SMG). SMG IS A SUPPORTING ORGANIZATION EXEMPT UNDER IRC SECTION 509(A)(3) WHICH PROVIDES SUPPORT AND SERVICES TO ITS TAX-EXEMPT AFFILIATES IN THE NUS. SPECTRUM PACIFIC LEARNING COMPANY LLC AND NATIONAL UNIVERSITY INTERNATIONAL LLC ARE WHOLLY-OWNED BY NATIONAL UNIVERSITY, AND ARE TREATED AS DISREGARDED ENTITIES FOR TAX PURPOSES. ANOTHER MEMBER OF THE NUS IS NATIONAL UNIVERSITY ACADEMY, A CHARTER SCHOOL. UNDER THE RECENTLY-CLARIFIED [2009] INSTRUCTIONS TO FORM 990, NATIONAL UNIVERSITY REPORTS 3 "RELATED ORGANIZATIONS": 2 DISREGARDED ENTITIES (SPECTRUM PACIFIC LEARNING COMPANY, LLC AND NATIONAL UNIVERSITY INTERNATIONAL, LLC) AND 1 SUPPORTING ORGANIZATION (SMG). NONE OF THE OTHER AFFILIATES OF THE NUS ARE "RELATED ORGANIZATIONS" TO NATIONAL UNIVERSITY (ACCORDING TO THE DEFINITIONS IN THE INSTRUCTIONS), BECAUSE THE TRUSTEES AND OFFICERS OF NATIONAL UNIVERSITY, ACTING IN THOSE CAPACITIES, HAVE NO AUTHORITY TO REMOVE, REPLACE, OR APPOINT A MAJORITY OF THE GOVERNING BODY OF THOSE OTHER AFFILIATES. THE BOARD OF TRUSTEES OF EACH AFFILIATE, ACTING IN ITS INDEPENDENT CAPACITY, PERIODICALLY APPOINTS ITS OWN NEW TRUSTEES. MOREOVER, NONE OF THE OTHER AFFILIATES OF THE NUS, NOTWITHSTANDING THE OVERLAPPING COMPOSITION OF THEIR BOARDS OF TRUSTEES, CAN PROPERLY BE VIEWED AS A PARENT OR CHILD OF NATIONAL UNIVERSITY BECAUSE OF THEIR FUNCTIONAL INDEPENDENCE. SCHEDULE E, LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID OR ASSISTANCE: NATIONAL UNIVERSITY ACADEMY NATURE OF BUSINESS NATIONAL UNIVERSITY ACADEMY IS A CHARTER SCHOOL LOCATED IN SAN DIEGO, CALIFORNIA THAT PROVIDES KINDERGARTEN THROUGH TWELFTH GRADE EDUCATION. THE SCHOOL WAS CREATED UNDER THE APPROVAL OF THE LAKESIDE UNION ELEMENTARY DISTRICT AND THE CALIFORNIA STATE BOARD OF EDUCATION, AND RECEIVES PUBLIC PER-PUPIL FUNDING TO HELP SUPPORT THEIR OPERATION. NATIONAL UNIVERSITY ACADEMY IS ECONOMICALLY DEPENDENT ON THE FEDERAL AND STATE FUNDING ADMINISTERED THROUGH THE LAKESIDE UNION ELEMENTARY DISTRICT. NATIONAL UNIVERSITY ACADEMY ARMONA NATURE OF BUSINESS NATIONAL UNIVERSITY ACADEMY ARMONA IS A CHARTER SCHOOL LOCATED IN SAN DIEGO, CALIFORNIA THAT PROVIDES NINTH THROUGH TWELFTH GRADE EDUCATION. THE SCHOOL WAS CREATED UNDER THE APPROVAL OF THE ARMONA UNION ELEMENTARY DISTRICT AND THE CALIFORNIA STATE BOARD OF EDUCATION, AND RECEIVES PUBLIC PER-PUPIL FUNDING TO HELP SUPPORT THEIR OPERATION. NATIONAL UNIVERSITY ACADEMY ARMONA IS ECONOMICALLY DEPENDENT ON THE FEDERAL AND STATE FUNDING ADMINISTERED THROUGH THE ARMONA UNION ELEMENTARY DISTRICT. NATIONAL UNIVERSITY ACADEMY ORANGE CENTER NATURE OF BUSINESS NATIONAL UNIVERSITY ACADEMY ORANGE CENTER IS A CHARTER SCHOOL LOCATED IN FRESNO, CALIFORNIA THAT PROVIDES FOURTH THROUGH TWELFTH GRADE EDUCATION. THE SCHOOL WAS CREATED UNDER THE APPROVAL OF THE ORANGE CENTER ELEMENTARY SCHOOL DISTRICT AND THE CALIFORNIA STATE BOARD OF EDUCATION, AND RECEIVES PUBLIC PER-PUPIL FUNDING TO HELP SUPPORT THEIR OPERATION. NATIONAL UNIVERSITY ACADEMY ORANGE CENTER IS ECONOMICALLY DEPENDENT ON THE FEDERAL AND STATE FUNDING ADMINISTERED THROUGH THE ORANGE CENTER ELEMENTARY SCHOOL DISTRICT. NATIONAL UNIVERSITY ACADEMY ALPAUGH NATURE OF BUSINESS NATIONAL UNIVERSITY ACADEMY ALPAUGH IS A CHARTER SCHOOL LOCATED IN TULARE, CALIFORNIA THAT PROVIDES KINDERGARTEN THROUGH THIRD GRADE EDUCATION. THE SCHOOL WAS CREATED UNDER THE APPROVAL OF THE ALPAUGH UNIFIED SCHOOL DISTRICT AND THE CALIFORNIA STATE BOARD OF EDUCATION, AND RECEIVES PUBLIC PER-PUPIL FUNDING TO HELP SUPPORT THEIR OPERATION. NATIONAL UNIVERSITY ACADEMY ALPAUGH IS ECONOMICALLY DEPENDENT ON THE FEDERAL AND STATE FUNDING ADMINISTERED THROUGH THE ALPAUGH UNIFIED SCHOOL DISTRICT. SYSTEM MANAGEMENT GROUP 11355 NORTH TORREY PINES ROAD LA JOLLA CA 92037 201269904 PROVIDE ADMINISTRATIVE SERVICES TO AFFILIATED INSTITUTIONS CA 501(C)(3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0