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WHIN MUSIC COMMUNITY CHARTER SCHOOL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WHIN MUSIC COMMUNITY CHARTER SCHOOL (EIN 81-2997297)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-01-29
IRS object ID
202420299349302042
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-29T17:20:00-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161092347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MENGEL METZGER BARR & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 CHESTNUT STREET SUITE 1200AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812997297EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHIN MUSIC COMMUNITY CHARTER SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHINBusinessNameControlTxt
Phone2678792545PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11086 ST NICHOLAS AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES ORTIZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2678792545PhoneNum
Signature2024-01-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastORTIZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELINE B LEE CPAPreparerPersonNm
PTINP00842765PTIN
Phone5854231860PhoneNum
Preparation2024-01-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerCHARLES ORTIZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11086 ST NICHOLAS AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10032ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,154,198GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WHINMUSIC.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE WASHINGTON HEIGHTS AND INWOOD MUSIC COMMUNITY CHARTER SCHOOL ("WHIN MUSIC CHARTER SCHOOL OR "WHIN") WILL PROVIDE OUR DIVERSE STUDENT POPULATION WITH A RIGOROUS ACADEMIC INSTRUCTION, INTENSIVE MUSIC EDUCATION, AND A POSITIVE LEARNING ENVIRONMENT SO THAT EVERY STUDENT CAN THRIVE ACADEMICALLY AND PERSONALLY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee79TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$934,114PYContributionsGrantsAmt
CY Contributions Grants$2,554,389CYContributionsGrantsAmt
PY Program Service Revenue$5,010,558PYProgramServiceRevenueAmt
CY Program Service Revenue$6,599,725CYProgramServiceRevenueAmt
PY Investment Income$75PYInvestmentIncomeAmt
CY Investment Income$84CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,944,747PYTotalRevenueAmt
CY Total Revenue$9,154,198CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,558,072PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,291,464CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$91,691CYTotalFundraisingExpenseAmt
PY Other Expenses$2,753,339PYOtherExpensesAmt
CY Other Expenses$3,447,295CYOtherExpensesAmt
PY Total Expenses$6,311,411PYTotalExpensesAmt
CY Total Expenses$8,738,759CYTotalExpensesAmt
PY Revenues Less Expenses-$366,664PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$415,439CYRevenuesLessExpensesAmt
Total Assets BOY$1,988,850TotalAssetsBOYAmt
Total Assets EOY$4,177,460TotalAssetsEOYAmt
Total Liabilities BOY$1,204,272TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,977,443TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$784,578NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,200,017NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE WASHINGTON HEIGHTS AND INWOOD MUSIC COMMUNITY CHARTER SCHOOL ("WHIN MUSIC CHARTER SCHOOL OR "WHIN") WILL PROVIDE OUR DIVERSE STUDENT POPULATION WITH A RIGOROUS ACADEMIC INSTRUCTION, INTENSIVE MUSIC EDUCATION, AND A POSITIVE LEARNING ENVIRONMENT SO THAT EVERY STUDENT CAN THRIVE ACADEMICALLY AND PERSONALLY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,891,701ExpenseAmt
Revenue$6,599,725RevenueAmt
Desc'THE WASHINGTON HEIGHTS AND INWOOD MUSIC COMMUNITY CHARTER SCHOOL (WHIN) WAS FOUNDED TO OFFER STUDENTS FROM WASHINGTON HEIGHTS AND INWOOD A RIGOROUS ACADEMIC EDUCATION AND INTENSIVE DAILY MUSICAL INSTRUCTION INSPIRED BY THE INTERNATIONALLY-RENOWNED EL SISTEMA MOVEMENT. SERVING 486 STUDENTS IN GRADES K-8 WHEN FULLY ENROLLED, WHIN'S VISION IS TO CREATE A POSITIVE LEARNING ENVIRONMENT THAT ENSURES ALL STUDENTS ARE MEETING OR EXCEEDING LEARNING STANDARDS THROUGH A RIGOROUS COMMON CORE-ALIGNED AND MUSIC-INFUSED CURRICULUM ENRICHED BY INTENSIVE DAILY MUSIC INSTRUCTION AND COMMUNITY ENGAGEMENT. OUR WORK WILL BE CONTINUALLY GUIDED BY THE VALUES AND PRACTICES OF EL SISTEMA, STRIVING TO IMBUE STUDENTS WITH A LOVE OF MUSIC AND LEARNING AND INSPIRING OUR ENTIRE SCHOOL COMMUNITY TO BECOME AGENTS OF CHANGE IN THE WORLD THROUGH THE PURSUIT OF ACADEMIC AND MUSICAL EXCELLENCE. OUR PROGRAM UTILIZES A PROJECT- AND INQUIRY-BASED INSTRUCTIONAL MODEL DIFFERENTIATED FOR EACH LEARNER'S UNIQUE NEEDS AND FACILITATES THE DEVELOPMENT OF OUR SCHOOL COMMUNITY THROUGH MUSIC AND SOCIAL INCLUSION. THESE ARE PROVEN STRATEGIES THAT PROVIDE STUDENTS WITH EXECUTIVE FUNCTION AND SELF-REGULATION SKILLS (BASED ON THREE TYPES OF BRAIN FUNCTION: WORKING MEMORY, MENTAL FLEXIBILITY, AND SELF-CONTROL), WHICH HAVE BEEN IDENTIFIED AS ESSENTIAL FOR IMPROVING ACADEMIC ACHIEVEMENT, DEVELOPING POSITIVE BEHAVIORS, AND BUILDING COMMUNITY.Desc
Total Program Service Expenses$6,891,701TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee79EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES ORTIZ EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2678792545PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11086 ST NICHOLAS AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10032ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ARNOLD ADLIN
TRUSTEE -RESIGNED DURING YEAR1.00Yes (X)$0$0$0
CYNTHIA IVANIK
TRUSTEE1.00Yes (X)$0$0$0
GREGORY E DAVID
BOARD CHAIR1.00Yes (X)$0$0$0Yes (X)
HEIDI MORALES
TRUSTEE1.00Yes (X)$0$0$0
IVONNE NORMAN ESQ
TRUSTEE1.00Yes (X)$0$0$0
JOSHUA BEDERMAN
TREASURER1.00Yes (X)$0$0$0Yes (X)
KENNETH GROVER
TRUSTEE -RESIGNED DURING YEAR1.00Yes (X)$0$0$0
LEE ANN NORMAN
TRUSTEE -RESIGNED DURING YEAR1.00Yes (X)$0$0$0
ROBERT S GREEN
TRUSTEE1.00Yes (X)$0$0$0
SHEWAR KHAN
TRUSTEE1.00Yes (X)$0$0$0
CHARLES ORTIZ
EXECUTIVE DIRECTOR40.00$229,266$0$12,523Yes (X)
ANNIE HUYNH
PRINCIPAL40.00$131,945$0$33,262Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$361,211TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$45,785TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LEARNING THROUGH AN EXPANDED ARTS PROGRA
535 EIGHTH AVENUE SUITE 1100NEW YORKNY10018AFTERSCHOOL SERVICES$285,323
CHARTER SCHOOL BUSINESS MANAGEMENT INC
237 WEST 35TH ST SUITE 301NEW YORKNY10075FINANCIAL SERVICES$244,224
STAFFING BOUTIQUE
99 HUDSON STREET - 5TH FLOORNEW YORKNY10013SUBSTITUTE SERVICES/RECRUITING$184,556
SCHOOL PROFESSIONALS
622 THIRD AVENUE - 39TH FLOORNEW YORKNY10017SUBSTITUTE SERVICES$115,786
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$2,318,976GovernmentGrantsAmt
All Other Contributions$235,413AllOtherContributionsAmt
Noncash Contributions$5,174NoncashContributionsAmt
Total Contributions$2,554,389TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSTATE AND LOCAL PER PUDesc
Business611110BusinessCd
Total Revenue Column$6,599,725TotalRevenueColumnAmt
Related Or Exempt Func Income$6,599,725RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,599,725TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$84TotalRevenueColumnAmt
Exclusion$84ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,154,198TotalRevenueColumnAmt
Related Or Exempt Func Income$6,599,725RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$84ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$237,658TotalAmt
Program Services$178,244ProgramServicesAmt
Management And General$59,414ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,986,531TotalAmt
Program Services$3,212,154ProgramServicesAmt
Management And General$724,377ManagementAndGeneralAmt
Fundraising$50,000FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,838TotalAmt
Program Services$2,397ProgramServicesAmt
Management And General$380ManagementAndGeneralAmt
Fundraising$61FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$704,715TotalAmt
Program Services$566,067ProgramServicesAmt
Management And General$130,146ManagementAndGeneralAmt
Fundraising$8,502FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$359,722TotalAmt
Program Services$288,671ProgramServicesAmt
Management And General$66,774ManagementAndGeneralAmt
Fundraising$4,277FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,395TotalAmt
Management And General$5,395ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$261,533TotalAmt
Management And General$261,533ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$213,726TotalAmt
Program Services$197,806ProgramServicesAmt
Management And General$14,962ManagementAndGeneralAmt
Fundraising$958FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$197,516TotalAmt
Program Services$167,065ProgramServicesAmt
Management And General$28,618ManagementAndGeneralAmt
Fundraising$1,833FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$123,189TotalAmt
Program Services$53,334ProgramServicesAmt
Management And General$69,065ManagementAndGeneralAmt
Fundraising$790FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$77,266TotalAmt
Program Services$62,004ProgramServicesAmt
Management And General$14,343ManagementAndGeneralAmt
Fundraising$919FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,634,798TotalAmt
Program Services$1,311,899ProgramServicesAmt
Management And General$303,462ManagementAndGeneralAmt
Fundraising$19,437FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$111,030TotalAmt
Program Services$89,100ProgramServicesAmt
Management And General$20,610ManagementAndGeneralAmt
Fundraising$1,320FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71,799TotalAmt
Program Services$57,617ProgramServicesAmt
Management And General$13,328ManagementAndGeneralAmt
Fundraising$854FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDENT SERVICES$359,865$359,865
STAFF DEVELOPMENT$206,636$165,822$38,357$2,457
SUPPLIES / MATERIALS$160,565$160,565
EQUIPMENT / FURNISHINGS$17,350$13,923$3,221$206

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,627TotalAmt
Program Services$5,168ProgramServicesAmt
Management And General$1,382ManagementAndGeneralAmt
Fundraising$77FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,738,759TotalAmt
Program Services$6,891,701ProgramServicesAmt
Management And General$1,755,367ManagementAndGeneralAmt
Fundraising$91,691FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$641,403BOYAmt
EOY$1,235,799EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$75,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$294,176BOYAmt
EOY$367,401EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$155,682BOYAmt
EOY$58,723EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$871,274LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$511,968LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$265,921BOYAmt
EOY$359,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$591,668BOYAmt
EOY$2,081,231EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,988,850BOYAmt
EOY$4,177,460EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$679,774BOYAmt
EOY$502,562EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$100,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$53,764BOYAmt
EOY$105,250EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$470,734BOYAmt
EOY$2,269,631EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,204,272BOYAmt
EOY$2,977,443EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$744,578BOYAmt
EOY$1,125,017EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$75,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$784,578BOYAmt
EOY$1,200,017EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,988,850BOYAmt
EOY$4,177,460EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$415,439ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$86,410OtherCostOrOtherBasisAmt
Depreciation$72,978DepreciationAmt
Book Value$13,432BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$531,758OtherCostOrOtherBasisAmt
Depreciation$308,306DepreciationAmt
Book Value$223,452BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$253,106OtherCostOrOtherBasisAmt
Depreciation$130,684DepreciationAmt
Book Value$122,422BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$359,306TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
CASH IN ESCROW$100,355
DUE FROM RELATED PARTY$104,716
RIGHT-OF-USE$1,876,160
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,081,231TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$2,269,631Amt
FieldValueIRS element (for citing)
Total Liability$2,269,631TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,154,198TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$9,154,198RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,154,198TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,738,759TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,738,759ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,738,759TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE CHARTER SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE CHARTER SCHOOL FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS. MANAGEMENT OF THE CHARTER SCHOOL BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE SCHOOL ADMITS MEMBERS AND STUDENTS OF ANY RACE, COLOR, OR NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, OR NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, OR OTHER SCHOOL-ADMINISTRATED PROGRAMS.
SCHEDULE E, PART I, LINE 6THE ORGANIZATION RECEIVES GOVERNMENT AID FROM FEDERAL, STATE AND CITY AGENCIES IN THE FORM OF GRANTS TO ASSIST IN RUNNING THE SCHOOL.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHARLES ORTIZ
EXECUTIVE DIRECTOR$204,266$0$25,000$0$0$0$1,783$0$10,740$0$241,789$0$0$0
ANNIE HUYNH
PRINCIPAL$96,945$0$35,000$0$0$0$4,362$0$28,900$0$165,207$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 6FormAndLineReferenceDesc
ExplanationTHE BOARD OF TRUSTEES HAS AUTHORIZED A ONE-TIME BONUS TO THE EXECUTIVE DIRECTOR FOR EXCELLENT WORK RELATED TO THE CHARTER RENEWAL. THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES HAS AUTHORIZED A ONE-TIME BONUS TO ANNIE HUYNH, THE PRINCIPAL, FOR EXCELLENT WORK MAINTAINING AND STRENGTHENING THE SCHOOL'S ACADEMIC PROGRAM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR REVIEWS FORM 990 IN DETAIL. IT IS THEN REVIEWED BY THE BOARD OF TRUSTEES AND APPROVED PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL MEMBERS ARE REQUIRED TO SIGN THE ANNUAL CONFLICT OF INTEREST POLICY DISCLOSURE.
FORM 990, PART VI, SECTION B, LINE 15THE SCHOOL ROUTINELY UTILIZES BENCHMARK STUDIES AND INDEPENDENT REVIEW OF MARKET COMPENSATION DATA AT THE TIME OF EMPLOYEE HIRING OR WHEN SPECIAL COMPENSATION ADJUSTMENTS ARE AWARDED. THE SCHOOL SETS COMPENSATION WITHIN THE RANGE OF THE GOING MARKET RATE. NO INDIVIDUAL HAVING A CONFLICT OF INTEREST UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PERMITTED TO PARTICIPATE IN THE REVIEW OR DECISION MAKING PROCESS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.

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