2013-05-15T18:12:56-05:00 2012-06-30 420714325 MCGLADREY LLP 515 S FLOWER STREET 41ST FLOOR LOS ANGELES CA 90071 990 2011-07-01 952904053 INSTITUTE FOR THE REDESIGN OF LEARNING INST 3233444269 625 FAIR OAKS AVENUE SUITE 200 SOUTH PASADENA CA 91030 DR NANCY LAVELLE 3233444269 2013-05-14 1 CHRISTOPHER M PEKULA P00734965 2133304800 2011 2016-02-24 21:20:13Z DR NANCY LAVELLE 625 FAIR OAKS AVENUE SUITE 200 SOUTH PASADENA CA 91030 17155368 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. 14 14 308 0 0 0 285419 209693 15795694 16943258 2649 2417 0 0 16083762 17155368 0 0 0 0 9858741 9601921 0 0 0 5874807 7087764 15733548 16689685 350214 465683 6363800 7078152 1145458 1394127 5218342 5684025 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 7470719 10105703 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 TO 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. 3015172 4189629 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. 849627 933269 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. 1370839 1714657 EARLY EDUCATION: EXPENSES: $684,227 REVENUE: $ 824,066THE 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. COMMUNITY OUTREACH: EXPENSES: $686,611 REVENUE: $ 890,591THE 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. 1370839 1714657 12706357 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 7 0 1 308 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 CA X NANCY LAVELLE 3233417777 625 FAIR OAKS AVE STE 200 SOUTH PASADENA CA 91030 DR NANCY LAVELLE 8.00 X X 0 0 0 ANGELO ANTOCI 2.00 X 0 0 0 JOEL BENNETT 2.00 X 0 0 0 MARY LOUISE BUNKER 2.00 X X 0 0 0 CHRISTINE MCLEOD 2.00 X 0 0 0 RICHARD DOTTS 2.00 X X 0 0 0 SARA MENJIVAR 2.00 X 0 0 0 RICHARD ROCHE 2.00 X 0 0 0 MARJORIE STEINBERG 2.00 X 0 0 0 BRAD TALT 2.00 X 0 0 0 JOHN VANDERCOOK 2.00 X X 0 0 0 HELEN ORTIZ-GILSTRAP 2.00 X 0 0 0 DAVID A FORD 2.00 X 0 0 0 JEFF GRAHAM 2.00 X 0 0 0 JASON RUBIN 40.00 X 0 0 0 EDWIN SHRADER 40.00 X 118749 0 24843 SUSAN BONNER 40.00 X 101100 0 5724 219849 0 30567 2 0 0 0 TOTAL EDUCATION SOLUTIONS 625 FAIR OAKS AVE STE 200 SOUTH PASADENA CA 91030 MANAGEMENT SERVICES 3640534 1 209693 209693 MENTAL HEALTH SVCS 900099 10105703 10105703 DAY SCHOOL 900099 4189629 4189629 TRANSITIONAL & ADULT 900099 933269 933269 COMMUNITY OUTREACH SVC 900099 890591 890591 EARLY EDUCATION SVCS 900099 824066 824066 16943258 2417 2417 17155368 16943258 0 2417 7757468 7757468 185973 185973 939799 939799 718681 718681 3640534 3640534 30875 14696 16179 60449 60449 766633 766633 506202 506202 736643 736643 207397 207397 21639 21639 60693 60693 493379 430160 63219 109551 109551 WORKERS' COMP MED EXP 252209 252209 EQPT RENTAL & MAINT. 108797 108797 BAD DEBT EXPENSE 45000 45000 PAYROLL SERVICE FEES 32703 32703 15060 15060 16689685 12706357 3983328 0 943255 203143 0 180000 3934445 3955090 112569 202804 6549181 5293073 1324213 1256108 49318 1281007 6363800 7078152 1076068 811073 69390 583054 1145458 1394127 X 4959034 5504025 259308 180000 5218342 5684025 6363800 7078152 465683 0 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1096034 1028650 67384 5079804 3913222 1166582 373343 351201 22142 1256108 DEPOSITS 60515 DUE FROM RELATED PARTY 1220492 1281007 CAPITAL LEASES 383054 LINE OF CREDIT 200000 583054 17155368 16689685 465683 465683 17155368 0 17155368 0 17155368 16689685 0 16689685 0 16689685 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INSTITUTE HAS ADOPTED FASB INTERPRETATION NO. 48 (FIN 48), AS CODIFIED IN ASC 740-10, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, 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 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 GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. 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 2007. 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 DURING THE YEARS ENDED JUNE 30, 2012 AND 2011. 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 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED A TOTAL OF $16,239,288 IN GOVERNMENT FUNDING FROM VARIOUS SCHOOL DISTRICTS AND GOVERNMENT AGENCIES. NANCY LAVELLE PRESIDENT 3640534 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, 2012, THE MANAGEMENT FEE PAID TO TES WAS BASED ON 21.5 PERCENT OF PROGRAM REVENUES. 1 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 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WESTMORELAND ACADEMY FPC 6 WESTMORELAND PL PASADENA CA 91103 455343398 EDUCATIONAL SERVICES CA INSTITUTE FOR THE REDESIGN OF LEARNING C -2796 6544421 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WESTMORELAND ACADEMY FPC D 1220492 CASH VALUE WESTMORELAND ACADEMY FPC D 4426408 CASH VALUE