MASTERY TRANSCRIPT CONSORTIUM: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MASTERY TRANSCRIPT CONSORTIUM (EIN 81-4974458)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349302044
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T07:58:07-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814974458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASTERY TRANSCRIPT CONSORTIUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAST | BusinessNameControlTxt |
| Phone | 6143042687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 485 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K FLANAGAN JR | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3124153830 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | FLANAGAN JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL K FLANAGAN JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 485 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,248,527 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MASTERY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | MTC WAS FOUNDED TO ACCELERATE AND SUPPORT SECONDARY SCHOOLS' ABILITY TO PRACTICE MASTERY LEARNING AT SCALE. A GLOBAL CONSORTIUM OF INNOVATIVE PUBLIC AND PRIVATE SCHOOLS IMPLEMENTING NEW LEARNING MODELS, MTC CO-CREATES INTERACTIVE, DIGITAL TOOLS THAT BOTH EMPOWER LEARNERS TO SHOWCASE THE COMPETENCIES THEY MASTER AND ENABLE SCHOOLS TO CREDENTIAL COMPETENCY-BASED EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,354,667 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,165,564 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $82,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $155 | PYInvestmentIncomeAmt |
| CY Investment Income | $168 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,392,246 | PYTotalRevenueAmt |
| CY Total Revenue | $2,248,527 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $94,761 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,482,523 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,424,414 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,121 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,032,711 | PYOtherExpensesAmt |
| CY Other Expenses | $1,119,525 | CYOtherExpensesAmt |
| PY Total Expenses | $2,515,234 | PYTotalExpensesAmt |
| CY Total Expenses | $2,638,700 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$122,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$390,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,282,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $997,934 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $756,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $987,870 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $526,237 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,064 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MTC WAS FOUNDED TO ACCELERATE AND SUPPORT SECONDARY SCHOOLS' ABILITY TO PRACTICE MASTERY LEARNING AT SCALE. A GLOBAL CONSORTIUM OF INNOVATIVE PUBLIC AND PRIVATE SCHOOLS IMPLEMENTING NEW LEARNING MODELS, MTC CO-CREATES INTERACTIVE, DIGITAL TOOLS THAT BOTH EMPOWER LEARNERS TO SHOWCASE THE COMPETENCIES THEY MASTER AND ENABLE SCHOOLS TO CREDENTIAL COMPETENCY-BASED EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,292,239 | ExpenseAmt |
| Grant | $94,761 | GrantAmt |
| Revenue | $82,795 | RevenueAmt |
| Desc | SUPPORTING AND ENGAGING MEMBERSHIP OF THE ORGANIZATION | Desc |
| Total Program Service Expenses | $2,292,239 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K FLANAGAN JR | PersonNm |
| Phone | 6173042687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 485 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRIS MAXEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOMINIC RANDOLPH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS KORDA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY MCCARREN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEDRA ISHOP | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONIQUE DEVANE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LOONEY | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SUJATA BHATT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC GORDON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM BAZEMORE | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TOM VANDER ARK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY WAGNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN CRAIG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE GREENHILL | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DANDRE WEAVER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANTEL GOODMAN-LUCKETT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FLANAGAN | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $248,350 | $0 | $10,800 | Yes (X) | |||
| PATRICIA RUSSELL | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | $154,042 | $0 | $7,154 | Yes (X) | |||
| SUSAN BELL | ||||||||
| SENIOR DIRECTOR OF MEMBER | 40.00 | $155,164 | $0 | $7,460 | Yes (X) | |||
| LISA HICKS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $148,016 | $0 | $20,606 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $705,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,020 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,141,551 | MembershipDuesAmt |
| All Other Contributions | $1,024,013 | AllOtherContributionsAmt |
| Total Contributions | $2,165,564 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSULTING REVENUE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $82,795 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,795 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $82,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168 | TotalRevenueColumnAmt |
| Exclusion | $168 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,248,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,795 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,761 | TotalAmt |
| Program Services | $94,761 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,000 | TotalAmt |
| Program Services | $237,824 | ProgramServicesAmt |
| Management And General | $18,160 | ManagementAndGeneralAmt |
| Fundraising | $14,016 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,414 | TotalAmt |
| Program Services | $1,016,840 | ProgramServicesAmt |
| Management And General | $77,645 | ManagementAndGeneralAmt |
| Fundraising | $59,929 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,919 | TotalAmt |
| Management And General | $2,919 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,968 | TotalAmt |
| Management And General | $60,968 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,821 | TotalAmt |
| Program Services | $470,046 | ProgramServicesAmt |
| Management And General | $55,775 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,909 | TotalAmt |
| Program Services | $18,799 | ProgramServicesAmt |
| Management And General | $17,110 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,218 | TotalAmt |
| Program Services | $106,198 | ProgramServicesAmt |
| Management And General | $1,844 | ManagementAndGeneralAmt |
| Fundraising | $5,176 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,962 | TotalAmt |
| Program Services | $45,431 | ProgramServicesAmt |
| Management And General | $3,531 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,781 | TotalAmt |
| Management And General | $8,781 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,414 | TotalAmt |
| Program Services | $297,414 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,662 | TotalAmt |
| Management And General | $5,662 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $14,371 | $4,426 | $9,945 |
| BAD DEBT | $500 | $500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,638,700 | TotalAmt |
| Program Services | $2,292,239 | ProgramServicesAmt |
| Management And General | $262,340 | ManagementAndGeneralAmt |
| Fundraising | $84,121 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,498 | BOYAmt |
| EOY | $663,656 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,600 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,917 | BOYAmt |
| EOY | $23,127 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,540 | BOYAmt |
| EOY | $311,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,555 | BOYAmt |
| EOY | $997,934 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,693 | BOYAmt |
| EOY | $161,047 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,625 | BOYAmt |
| EOY | $529,358 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,000 | BOYAmt |
| EOY | $297,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,318 | BOYAmt |
| EOY | $987,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,980 | BOYAmt |
| EOY | -$758,568 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,257 | BOYAmt |
| EOY | $768,632 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,237 | BOYAmt |
| EOY | $10,064 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,555 | BOYAmt |
| EOY | $997,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$390,173 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$126,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,625,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,543,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,060,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,354,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,165,564 | CurrentTaxYearAmt |
| Total | $12,750,269 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $37,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,795 | CurrentTaxYearAmt |
| Total | $119,945 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,625,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,543,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,060,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,391,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,248,359 | CurrentTaxYearAmt |
| Total | $12,870,214 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,870,214 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168 | CurrentTaxYearAmt |
| Total | $466 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168 | CurrentTaxYearAmt |
| Total | $466 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274 | CurrentTaxYearMinus1YearAmt |
| Total | $5,552 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,625,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,543,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,065,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,392,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,248,527 | CurrentTaxYearAmt |
| Total | $12,876,232 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HAWKEN LOAN | Desc |
| Amt | $297,465 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $297,465 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,248,527 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,248,527 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,248,527 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,638,700 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,638,700 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,638,700 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF INNOVATION | |||||||||
| 5410 S JORDAN PKWY | SOUTH JORDAN | UT | 84009 | 474143305 | 501(C)3 | $15,000 | $0 | BOOK | STAFF STIPENDS FOR TIME |
| DAVIS CONNECT | |||||||||
| 2195 UNIVERSITY PARK BLVD | LAYTON | UT | 84041 | 853625528 | $15,000 | $0 | BOOK | STAFF STIPENDS FOR TIME | |
| GRANITE SCHOOL DISTRICT | |||||||||
| 2500 S STATE ST | SALT LAKE CITY | UT | 84115 | $7,500 | $0 | BOOK | STAFF STIPENDS FOR TIME | ||
| IRON COUNTY SCHOOL DISTRICT | |||||||||
| 2077 W ROYAL HUNTE DR | CEDAR CITY | UT | 84720 | $30,000 | $0 | BOOK | STAFF STIPENDS FOR TIME | ||
| UTAH SCHOOLS FOR THE DEAF AND BLIND | |||||||||
| 742 S HARRISON BLVD | OGDEN | UT | 84404 | $15,000 | $0 | BOOK | STAFF STIPENDS FOR TIME | ||
| JAMESTOWN PUBLIC SCHOOL DISTRICT | |||||||||
| 207 2ND AVENUE SOUTHEAST | JAMESTOWN | ND | 58401 | $5,945 | $0 | BOOK | STAFF STIPENDS & TRAVEL STIPENDS | ||
| NORTHERN CASS HIGH SCHOOL | |||||||||
| 16021 18TH ST SE | HUNTER | ND | 58048 | $6,316 | $0 | BOOK | STAFF STIPENDS & TRAVEL STIPENDS | ||
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL FLANAGAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $248,350 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,800 | $0 | $259,150 | $0 | $0 | $0 |
| LISA HICKS | ||||||||||||||
| CHIEF OPERATING OFFICER | $148,016 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,606 | $0 | $168,622 | $0 | $0 | $0 |
| SUSAN BELL | ||||||||||||||
| SENIOR DIRECTOR OF MEMBER | $155,164 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,460 | $0 | $162,624 | $0 | $0 | $0 |
| PATRICIA RUSSELL | ||||||||||||||
| CHIEF LEARNING OFFICER | $154,042 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,154 | $0 | $161,196 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CHAIR OF BOARD AND EXECUTIVE COMMITTEE REVIEWED CEO COMPENSATION | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | HAWKEN SCHOOL'S "HEAD OF SCHOOL", D. SCOTT LOONEY, IS THE FOUNDER OF MASTERY TRANSCRIPT CONSORTIUM. |
| FORM 990, PART VI, SECTION A, LINE 2 | SCOTT LOONEY AND DORIS KORDA HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THREE CLASSES OF MEMBERS; FOUNDING MEMBERS, CONTRIBUTING MEMBERS, AND ASSOCIATE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 AND RELATED SCHEDULES WERE PROVIDED TO THE BOARD OF DIRECTORS VIA EMAIL PRIOR TO FILING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE THE ORGANIZATION'S CONFLICT OF INTERST FORM. COMPLETED FORMS ARE REVIEWED BY THE BOARD OF DIRECTORS, SHOULD A CONFLICT ARISE. IF A DIRECTOR IS INVOLVED IN POTENTIAL CONFLICT , THAT DIRECTOR WILL NOT BE INCLUDED IN THE BOARD REVIEW OR DELIBERATIONS ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW AND APPROVAL: THE BOARD USED THIRD PARTY COMPARABLE DATA FOR COMPENSATION ANALYSIS PRIOR TO SETTING THE CEO'S SALARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT GOVERNING DOCUMENTATION, CONFLICTS OF INTEREST POLICY, AND SUMMARY OF FINANCIAL STATEMENTS AVAILABLE ON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 470,046. MANAGEMENT AND GENERAL EXPENSES 55,775. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 530,821. |
| FORM 990 PART XI LINE 8 | PRIOR PERIOD ADJUSTMENT: FOR THE YEAR ENDED JUNE 30, 2022, ACCOUNTS RECEIVABLE AND OTHER INCOME WERE REDUCED IN THE AMOUNT OF $126,000, DUE TO ADDITIONAL INFORMATION RECEIVED. THIS REDUCED NET ASSETS WITHOUT DONOR RESTRICTION BY $126,000 AT JUNE 30, 2022. |
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