2026-05-13T18:27:09-05:00 2025-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-07-01 941666217 THE CHARLES ARMSTRONG SCHOOL CHAR 6505920780 1405 SOLANA DRIVE BELMONT CA 94002 NEIL A TUCH HEAD OF SCHOOL 6505920780 2026-05-12 1 1 KRISTEN M BASS P01247587 6022646835 2026-05-12 2024 2025-03-06 01:10:19Z NEIL A TUCH 1405 SOLANA DRIVE BELMONT CA 94002 19875411 0 X WWW.CHARLESARMSTRONG.ORG X 1968 CA CHARLES ARMSTRONG SCHOOL'S MISSION IS TO UNLOCK THE UNIQUE POTENTIAL OF STUDENTS WITH... CHARLES ARMSTRONG SCHOOL'S MISSION IS TO UNLOCK THE UNIQUE POTENTIAL OF STUDENTS WITH DYSLEXIA AND RELATED LEARNING DIFFERENCES, CHANGING THE TRAJECTORY OF THEIR LIVES. 20 20 119 125 0 0 1349090 5201004 13385866 13719773 516592 596682 149685 267735 15401233 19785194 1893335 2141534 0 0 11072918 10955614 0 0 760883 2745125 2524210 15711378 15621358 -310145 4163836 30999696 36286793 12538989 12277248 18460707 24009545 CHARLES ARMSTRONG SCHOOL UNLOCKS THE UNIQUE POTENTIAL OF STUDENTS WITH DYSLEXIA AND RELATED LEARNING DIFFERENCES, CHANGING THE TRAJECTORY OF THEIR LIVES. 0 0 11822433 2141534 13949057 THE SCHOOL PROVIDES SPECIAL EDUCATIONAL SERVICES FOR APPROXIMATELY 230 STUDENTS, GRADE 2-8, WITH SPECIFIC LANGUAGE DISABILITIES, PRIMARILY DYSLEXIA. 11822433 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 119 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X SUSAN RAYMOND 6505927570 1405 SOLANA DRIVE BELMONT CA 94002 MARK MOORE TRUSTEE - BOARD CHAIR 1.00 X X 0 0 0 RAQUEL GARCIA MCGOVERN TRUSTEE - VICE CHAIR 1.00 X X 0 0 0 OMAR AGUILAR TRUSTEE - TREASURER 1.00 X X 0 0 0 NICOLE BLACK TRUSTEE 1.00 X 0 0 0 ERIC BLUESTEIN TRUSTEE 1.00 X 0 0 0 KIM BOTTOMS TRUSTEE 1.00 X 0 0 0 JENNY BROKAW TRUSTEE 1.00 X 0 0 0 FARAH CHAMPSI TRUSTEE 1.00 X 0 0 0 ORPHEUS CRUTCHFIELD TRUSTEE 1.00 X 0 0 0 THATCHER DAVIS TRUSTEE 1.00 X 0 0 0 MATT GIORGIO TRUSTEE 1.00 X 0 0 0 MICHAEL GLASER TRUSTEE 1.00 X 0 0 0 ORI KATZ TRUSTEE 1.00 X 0 0 0 ZAIN KAHN TRUSTEE 1.00 X 0 0 0 JAY MALONEY TRUSTEE 1.00 X 0 0 0 EVELYN SEMENZA TRUSTEE 1.00 X 0 0 0 LILY PANYACOSIT SHIELDS TRUSTEE 1.00 X 0 0 0 STEPHEN SINCLAIR TRUSTEE 1.00 X 0 0 0 KELLY SORTINO TRUSTEE 1.00 X 0 0 0 STEPHANIE WARREN TRUSTEE 1.00 X 0 0 0 NEIL TUCH HEAD OF SCHOOL 40.00 X 345627 0 50744 JULIE SCHILLING CFO (LEFT APRIL 2024) 40.00 X 176594 0 17893 BRIAN BARISH DIRECTOR OF ADMISSIONS 40.00 X 162779 0 22445 ANDREA EDWARDS DIRECTOR OF ADVANCEMENT 40.00 X 217973 0 24755 SARAH FOX DIRECTOR OF LOWER SCHOOL 40.00 X 184325 0 26944 AN PHAN DIRECTOR OF DEIB 40.00 X 163129 0 16028 ELISSA WHORL CHIEF OF STAFF 40.00 X 171933 0 29616 1422360 0 188425 39 0 1 0 RATCLIFF ARCHITECTS 5856 DOYLE STREET EMERYVILLE CA 94608 ARCHITECTURAL SERVICES 334361 RESTORATION BUILDERS 2251 CLAREMONT COURT HAYWARD CA 94545 CONSTRUCTION SERVICES 209277 CBIZ PO BOX 95000-2288 PHILADELPHIA PA 19195 ACCOUNTING SERVIVES 104127 TJ MEC CONSTRUCTION SERVICES PO BOX 1384 SAN CARLOS CA 94070 CONSTRUCTION SERVICES 102525 4 64145 5136859 143912 5201004 TUITION AND FEES 611600 13183707 13183707 SUMMER SCHOOL PROGRAM 611600 421500 421500 AFTER SCHOOL CARE & LE 611600 114566 114566 13719773 596682 596682 128668 64145 90217 38451 38451 OTHER REVENUE 611600 229284 229284 229284 19785194 13949057 0 635133 2141534 2141534 590859 177997 369334 43528 8142679 6773975 956518 412186 460843 384377 53732 22734 1131442 921883 151414 58145 629791 503685 93378 32728 21372 21372 161876 161876 37865 37865 90226 100 86310 3816 79623 9441 70182 68583 38865 10639 19079 306259 291435 14824 210813 13537 190649 6627 1517 1517 86146 74950 9824 1372 530879 290731 240148 99926 99926 CURRICULUM AND SUPPLIES 483104 443253 3210 36641 MAINTENANCE AND CUSTODI 122068 0 122068 OTHER EXPENSES 106058 35362 36822 33874 RECRUITING 87295 12317 74978 30600 426 25027 5147 15621358 11822433 3038042 760883 2514261 219152 139384 4356305 2022375 5642504 5777775 57575 62464 15091773 7630569 6129477 7461204 16511690 16387518 4805 0 30999696 36286793 1455708 1674790 11083281 10602458 12538989 12277248 X 13731417 16317413 4729290 7692132 18460707 24009545 30999696 36286793 4163836 1385002 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3418714 426883 153824 3691773 3119403 251 441496 142436 3418714 2932938 100 319021 132656 3119403 3606016 1000 -541677 132401 2932938 2995658 400 734846 124888 3606016 0.72000 0.28000 0 0 361420 361420 7867391 4644404 3222987 4063973 971701 3092272 2068240 1611629 456611 730749 402835 327914 7461204 X 17605795 -2141534 -2141534 19747329 37865 37865 19785194 13441959 0 13441959 37865 2141534 2179399 15621358 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF 10 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THESE NET ASSETS INCLUDE GIFTS WITH RESPECT TO WHICH DONORS HAVE STIPULATED, AS A CONDITION IN THE GIFT INSTRUMENT THAT THE PRINCIPAL IS TO BE HELD INDEFINITELY. THE MILFORD-HENRY ENDOWMENT FUND (THE "FUND") WAS ESTABLISHED DURING THE YEAR ENDED JUNE 30, 1995. THE FUND WAS ESTABLISHED WITH THE UNDERSTANDING THAT, SHOULD THE SCHOOL MERGE WITH ANOTHER ORGANIZATION OR CEASE TO EXIST, THE CORPUS OF THE FUND WILL REVERT TO THE EUGENE WATSON MILFORD ENDOWMENT FUND AT FURMAN UNIVERSITY, GREENVILLE, SOUTH CAROLINA. ENDOWMENT EARNINGS ARE RESTRICTED AS FOLLOWS: TO SUPPORT STUDENT SCHOLARSHIPS O HARVEY FAMILY FINANCIAL AID ENDOWMENT O BILL MATTISON ENDOWMENT FUND O FINANCIAL ASSISTANCE ENDOWMENT O RICHARD M. BOTLEY AND MALVINA BOTLEY SCHOLARSHIP ENDOWMENT FUND O MARK COPLEN SANTANA SCHOLARSHIP ENDOWMENT FUND TO SUPPORT TEACHERS' RETENTION AND RECRUITMENT O TEACHER RETAINMENT AND RECRUITMENT ENDOWMENT TO SUPPORT STUDENT ENRICHMENT O CHARLES DORSEY MEMORIAL ENDOWMENT THE ENDOWMENT EARNINGS FROM THE SCHOOL ENDOWMENT FUND, MATTISON ENDOWMENT FUND AND THE MILFORD-HENRY ENDOWMENT FUND HAVE NO PURPOSE RESTRICTIONS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THE SCHOOL IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. THE SCHOOL'S EVALUATION ON JUNE 30, 2025, REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. IF THE SCHOOL WAS TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES AS INCOME TAXES. NO INTEREST OR PENALTIES HAVE BEEN RECOGNIZED AS OF JUNE 30, 2025, AND FOR THE YEARS THEN ENDED. MANAGEMENT IS UNAWARE OF ANY PENDING EXAMINATIONS NOR ARE ANY IN PROGRESS. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE SCHOOL HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE NETTED AGAINST REVENUE ON AUDIT REPORT -2,080,484. SUMER SCHOOL TUITION ASSISTANCE NETTED AGAINST REVENUE ON AUDIT REPORT -61,050. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE NETTED AGAINST REVENUE ON AUDIT REPORT 2,080,484. SUMER SCHOOL TUITION ASSISTANCE NETTED AGAINST REVENUE ON AUDIT REPORT 61,050. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATORY POLICY IS STATED IN THE WEBSITE UNDER ADMISSIONS: HTTPS://WWW.CHARLESARMSTRONG.ORG/ADMISSIONS ARMSTRONG BENEFIT 192813 64145 128668 18150 10174 14450 47443 192813 64145 128668 18150 10174 14450 47443 90217 38451 1 FINANCIAL AID GRANTS FOR TUITION ASSISTANCE 64 2080484 FMV TUITION ASSISTANCE FINANCIAL AID GRANTS FOR SUMMER SCHOOL 23 61050 FMV TUITION ASSISTANCE PART I, LINE 2: FINANCIAL AID IN THE FORM OF TUITION ASSISTANCE IS AWARDED TO STUDENTS BASED ON FINANCIAL NEED. FAMILIES MUST RE-APPLY EACH YEAR AND PROVIDE EVIDENCE OF INCOME SUCH AS TAX RETURNS. AWARDS ARE MADE BY A COMMITTEE WHICH REVIEWS THE FAMILY APPLICATIONS AND OTHER FINANCIAL DATA REQUIRED BY THE SCHOOL. X X X X 0 0 0 0 0 0 0 0 0 NEIL TUCH HEAD OF SCHOOL 345627 0 0 0 0 0 29214 0 21530 0 396371 0 0 0 ANDREA EDWARDS DIRECTOR OF ADVANCEMENT 217973 0 0 0 0 0 9906 0 14849 0 242728 0 0 0 SARAH FOX DIRECTOR OF LOWER SCHOOL 184325 0 0 0 0 0 14700 0 12244 0 211269 0 0 0 ELISSA WHORL CHIEF OF STAFF 171933 0 0 0 0 0 13197 0 16419 0 201549 0 0 0 JULIE SCHILLING CFO (LEFT APRIL 2024) 176594 0 0 0 0 0 5906 0 11987 0 194487 0 0 0 BRIAN BARISH DIRECTOR OF ADMISSIONS 162779 0 0 0 0 0 13064 0 9381 0 185224 0 0 0 AN PHAN DIRECTOR OF DEIB 163129 0 0 0 0 0 7786 0 8242 0 179157 0 0 0 X 8 143912 STOCK FAIR VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM AND REVIEWED BY THE CFO. THE PUBLIC DISCLOSURE COPY WAS PROVIDED TO AND REVIEWED BY THE PRESIDENT OF THE BOARD OF TRUSTEES, THE CHAIR OF THE FINANCE COMMITTEE, AND THE CHAIR OF THE AUDIT COMMITTEE. IT WAS ALSO DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT REGARDING CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST POLICY IS LOCATED ON PAGE 8 OF THE EMPLOYEE HANDBOOK. ALL EMPLOYEES ARE REQUIRED TO READ AND VERIFY THAT THEY HAVE READ THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL COMPENSATION PACKAGES ARE REVIEWED AND COMPARED TO THOSE IN COMPARABLE SCHOOLS. THE HEAD OF SCHOOL COMPENSATION IS REVIEWED BY AN AD HOC COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.