2026-05-15T12:17:01-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 743033931 EDKEY INC EDKE 4804613200 1460 S HORNE MESA AZ 85204 MARY GIFFORD BOARD CHAIR 4804613200 2026-05-14 1 0 COLETTE KAMPS P00367616 4808394900 2026-05-14 2024 2025-03-06 01:10:19Z MARY GIFFORD 1460 S HORNE MESA AZ 85204 71602972 0 X SEQUOIASCHOOLS.ORG X 2002 AZ EDKEY INC. IS A NON-PROFIT ORGANIZATION THAT PROVIDES HIGH QUALITY EDUCATIONAL SERVICES TO A VARIETY OF INSTITUTIONS, EMPOWERING FULFILLMENT OF THEIR INDIVIDUAL MISSIONS. OUR SERVICES PROMOTE THE IMPROVED QUALITY OF INDIVIDUAL AND FAMILY LIFE. 7 6 1105 106 0 0 13673589 12391583 59815674 53380564 764912 2859717 624275 0 74878450 68631864 0 0 0 0 52067397 42101685 0 0 0 38116785 38937015 90184182 81038700 -15305732 -12406836 145828622 140689936 156071277 163161714 -10242655 -22471778 EDKEY, INC. IS A NON-PROFIT ORGANIZATION THAT PROVIDES HIGH QUALITY EDUCATIONAL SERVICES TO A VARIETY OF INSTITUTIONS, EMPOWERING FULFILLMENT OF THEIR INDIVIDUAL MISSIONS. OUR SERVICES PROMOTE THE IMPROVED QUALITY OF INDIVIDUAL AND FAMILY LIFE. 0 0 67586190 55688616 EDKEY INC. WAS FOUNDED IN 1996 AS SEQUOIA SCHOOLS IN MESA, ARIZONA AND ACROSS THE STATE. CURRENTLY, EDKEY MANAGES AND OPERATES 12 ARIZONA CHARTERS, COMPRISED OF 18 DIVERSE CHARTER SCHOOLS. THESE SCHOOLS HAVE A WIDE RANGE OF EMPHASIS INCLUDING BACK-TO-BASICS, S.T.E.A.M., HIGH END PERFORMING ARTS, FOUNDING FATHERS, AND DEAF EDUCATION. WE SERVE STUDENTS FROM RURAL, INTER-CITY, AND SUBURBAN HOMES AS WELL AS THE HOMELESS. EDKEY PROVIDES A RICH ACADEMIC EXPERIENCE TO GENERAL AND SPECIAL EDUCATION STUDENTS, ENGLISH LANGUAGE LEARNERS, ATHLETES, AND ARTISTS WITHIN BOTH TRADITIONAL CLASSROOM OR ONLINE SETTING. 67586190 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 76 0 1105 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X CHELSEA BETANCOURT 4804613200 1460 S HORNE MESA AZ 85204 MARK J PLITZUWEIT PRESIDENT/CEO (THRU 12/24) 40.00 1.00 X X 357775 0 65658 MARY GIFFORD CHAIR 2.00 1.00 X X 0 0 0 SUSAN CIARDULLO DIRECTOR 2.00 1.00 X 0 0 0 AMY EVANS DIRECTOR 2.00 1.00 X 0 0 0 KEVIN LA MOUNTAIN DIRECTOR 2.00 1.00 X 0 0 0 HORATIO HUERTA DIRECTOR 2.00 1.00 X 0 0 0 SCOTT JOHNSON DIRECTOR 2.00 1.00 X 0 0 0 JUAN BELTRAN MALLEN SECRETARY/CFO (THRU 12/24) 40.00 1.00 X 194158 0 44931 NICHOLAS STRANGE CEO 40.00 X 0 0 0 YOVHANE METCALFE CHIEF ACADEMIC OFFICER 40.00 X 220735 0 42817 ALFONSO ALVA ASSISTANT SUPERINTENDENT 40.00 X 180953 0 0 MARTIN FRALEY EXECUTIVE DIRECTOR 40.00 X 149157 0 0 MELANIE SMIHULA EXECUTIVE DIRECTOR 40.00 X 128648 0 0 MIA MOORE ASSISTANT SUPERINTENDENT 40.00 X 156464 0 0 LAURIE K AINGE EXECUTIVE DIRECTOR HR 40.00 X 181927 0 0 1569817 0 153406 12 0 1 0 OMNI AZ LLC 6408 VIA DE ALBUR CT EL PASO TX 79912 ONLINE INSTRUCTION PROVIDER 1806501 AZ SCHOOL MEALS LLC 1235 S 48TH ST TEMPE AZ 85281 MEAL SERVICES 1580751 DOWNTOWN ACADEMY 161 N ARROYO BLVD NOGALES AZ 85621 ONLINE INSTRUCTION PROVIDER 1310067 PIVOT BUILDING SERVICES 1725 W 17TH ST TEMPE AZ 85281 FACILITIES MANAGEMENT SERVICES 1239861 SCOOT EDUCATION INC 5670 WILSHIRE BLVD STE 1970 LOS ANGELES CA 90036 EDUCATIONAL SERVICES 778240 22 11906781 484802 372854 12391583 STATE EQUALIZATION FUNDS 611110 51114250 51114250 FEDERAL FOOD SERVICE 611110 1433697 1433697 INSTRUCTIONAL IMPROVEMENT 611110 427492 427492 AFTER SCHOOL & OTHER PROGRAM INCO 611110 225541 225541 RENTAL INCOME 531190 114553 114553 65031 65031 53380564 551665 551665 5279160 2971108 2308052 2308052 2308052 68631864 55688616 0 551665 X 493939 205049 288890 31724346 29939364 1784982 3624078 3419337 204741 3575868 3360323 215545 2683454 2512067 171387 1218048 1218048 119146 119146 10093357 8573686 1519671 377648 79999 297649 92021 73220 18801 4335912 3764791 571121 166546 103816 62730 10950125 6129980 4820145 5784955 5121741 663214 1083750 481762 601988 SUPPLIES 1835074 1374302 460772 FOOD SERVICE 1757586 1704015 53571 MISCELLANEOUS 915970 536398 379572 STUDENT TRANSPORTATION 206877 206340 537 81038700 67586190 13452510 0 6822614 4208202 6647958 3516797 2075747 286860 74818 125844777 42294672 113320942 83550105 11688432 18504773 213800 170261 6848016 28589233 145828622 140689936 8310713 14427435 55172 145417038 144070150 751847 3518548 1536507 1145581 156071277 163161714 X -10242655 -22471778 -10242655 -22471778 145828622 140689936 -12406836 177713 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8148400 8148400 106778845 33952991 72825854 10077886 8341681 1736205 839646 839646 83550105 BOND RESERVES 4677704 FINANCE LEASES, RIGHT OF USE ASSETS 1069423 PROPERTY HELD FOR SALE 22842106 28589233 FINANCE LEASES PAYABLE 1145581 1145581 X PART X, LINE 2: THE SCHOOL FOLLOWS ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRE THAT TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2025, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 SCHOOLS' NONDISCRIMINATORY POLICY IS PUBLISHED IN STUDENT HANDBOOKS AND OTHER SCHOOL LITERATURE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES ASSISTANCE FROM THE STATE OF ARIZONA AND FEDERAL GRANTS PASSED THROUGH BY THE STATE OF ARIZONA. THIS ASSISTANCE INCLUDES STATE EQUALIZATION PAYMENTS WHICH ARE CALCULATED USING A "BASE SUPPORT LEVEL" DETERMINED BY THE ARIZONA DEPARTMENT OF EDUCATION. THE "BASE SUPPORT LEVEL" IS A CALCULATION USING STUDENT COUNTS AS A BASIS FOR ALLOCATING EQUALIZATION FUNDS TO THE SCHOOL SO THAT THE SCHOOL IS FUNDED AT AN AMOUNT APPROXIMATING THE AMOUNT WHICH PUBLIC SCHOOLS IN THE SAME DISTRICT RECEIVE ON A PER PUPIL BASIS. X 1 0 0 0 0 0 0 0 0 MARK J PLITZUWEIT PRESIDENT/CEO (THRU 12/24) 232486 0 125289 0 0 0 38558 0 27100 0 423433 0 0 0 YOVHANE METCALFE CHIEF ACADEMIC OFFICER 190735 0 30000 0 0 0 27604 0 15213 0 263552 0 0 0 JUAN BELTRAN MALLEN SECRETARY/CFO (THRU 12/24) 161158 0 33000 0 0 0 22818 0 22113 0 239089 0 0 0 LAURIE K AINGE EXECUTIVE DIRECTOR HR 181927 0 0 0 0 0 0 0 0 0 181927 0 0 0 ALFONSO ALVA ASSISTANT SUPERINTENDENT 180953 0 0 0 0 0 0 0 0 0 180953 0 0 0 MIA MOORE ASSISTANT SUPERINTENDENT 156464 0 0 0 0 0 0 0 0 0 156464 0 0 0 PART I, LINE 4A JUAN BELTRAN MALLEN RECEIVED $13,072.58 OF SEVERANCE WHICH WAS PAID IN DECEMBER 2024. A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA 859445981 72177PBQ2 2016-06-14 31315000 REFUND SERIES 2006 AND FUND CAPITAL PROJECTS 0 0 0 B THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA 859445981 72177MSX6 2019-12-18 21605000 FUND MULTIPLE CAPITAL PROJECTS 0 0 0 C THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA 859445981 72177MPV3 2020-11-18 87035000 FUND MULTIPLE CAPITAL PROJECTS AND REFUND SERIES 2013 AND 2014 BONDS 0 0 0 D ARIZONA INDUSTRIAL DEVELOPMENT AUTHORITY 860445981 2018-12-01 20710000 TO REFUND 2006 BOND SERIES AND FUND THE CAURUS ACADEMY PROJECT 0 0 0 A 31315000 8832922 1561599 20920479 2016 1 0 1 1 B 21605000 1003129 17101045 3500826 2020 0 0 1 1 C 60314647 87035000 21824199 2186007 2756517 17674513 2022 1 0 1 1 D 20710000 1361466 1068227 18280307 1 0 1 1 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 X DEBT FORGIVNESS 1 372854 LOAN BALANCE FORGIVE 0 0 0 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN B REPRESENTS THE NUMBER OF LOANS FORGIVEN. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION'S BOARD DOES NOT HAVE COMMITTEES THAT CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND DIRECTOR OF FINANCE WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. A COPY WILL ALSO BE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT ADDRESSES THE CONSIDERATION OF POTENTIAL CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS, COMMITTEE MEMBERS, VOLUNTEERS, KEY EMPLOYEES, AND THEIR RELATIVES. AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO SIGN OFF ON AN ANNUAL CONFLICT OF INTEREST FORM, EITHER STATING ANY KNOWN CONFLICTS, OR STATING THAT THERE ARE NONE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PRESIDENT, VICE PRESIDENT, AND CFO'S COMPENSATION IS DETERMINED BY THE VOTING BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GENERALLY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,573,686. MANAGEMENT AND GENERAL EXPENSES 1,519,671. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,093,357. SCHEDULE R, PART 1 ALL DISREGARDED ENTITIES LISTED IN PART 1 OF SCHEDULE R ARE ENTITIES CREATED FOR THE PURPOSE OF HOLDING THE LAND AND BUILDINGS ACQUIRED THROUGH THE 2013 BOND ISSUANCE PROCEEDS. THESE LAND AND BUILDING ASSETS HAVE BEEN INCLUDED ON THE BALANCE SHEET OF EDKEY, INC. 132 GENERAL CROOK TRAIL LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 982 FULL HOUSE LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 1460 SOUTH HORNE LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 1648 S 16TH ST LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 2030 E CHERRY STREET LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 2820 W KELTON LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 19265 N PORTER LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 16454 N 28TH AVENUE LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC PATHFINDER ACADEMY LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC SEQUOIA PATHFINDER ACADEMY LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC ARIZONA ATHLETICS UNITED LLC 1460 S HORNE MESA AZ 85204 ATHLETICS PROGRAM/FRANCHISE AZ 0 0 EDKEY INC SEQUOIA BUCKEYE LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC 1945 SOUTH FIRST EAST STREET LLC 1460 S HORNE MESA AZ 85204 LAND AND BUILDING HOLDINGS AZ 0 0 EDKEY INC CHILDREN FIRST FOUNDATION 1460 S HORNE ST MESA AZ 85204 364742470 SUPPORT EDKEY, INC. 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