2025-05-09T10:59:09-05:00 2024-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2023-07-01 800338050 EQUALITY CHARTER SCHOOL EQUA 7183203032 4140 HUTCHINSON RIVER PARKWAY E BRONX NY 10475 CAITLIN FRANCO EXECUTIVE DIRECTOR 7183203032 2025-04-25 1 1 MICHELLE CAIN P00150750 5854231860 2025-04-25 2023 2025-03-06 01:10:19Z CAITLIN FRANCO 4140 HUTCHINSON RIVER PARKWAY E BRONX NY 10475 19325453 0 X HTTPS://WWW.EQUALITYCHARTERSCHOOL.ORG/ X 2009 NY EQUALITY CHARTER SCHOOL PROVIDES A HIGH LEVEL OF ACADEMIC RIGOR IN A NURTURING LEARNING COMMUNITY THAT HELPS PREPARE SCHOLARS TO BE SUCCESSFUL POST HIGH SCHOOL GRADUATION. WE REALIZE HIGH EXPECTATIONS FOR STAFF AND SCHOLARS BY FOCUSING ON THE INTEGRATION OF GOAL SETTING, CRITICAL THINKING, AND PROBLEM-SOLVING SKILLS. AS OUR SCHOLARS MOVE THROUGH THIS PROGRESSION, THEY DEVELOP INTO PROFICIENT HIGH SCHOOL GRADUATES WHO ARE COLLEGE-READY AND ON A TRAJECTORY TO LEAD PRODUCTIVE LIVES, IN THE WORKPLACE AND THE COMMUNITY. 10 10 156 12 0 0 139651 5034387 17219062 14028496 68758 197593 124974 34732 17552445 19295208 0 0 0 0 13780231 13983176 0 0 113791 4163969 4537539 17944200 18520715 -391755 774493 15542902 14374361 6236001 4292967 9306901 10081394 X EQUALITY CHARTER SCHOOL OPENED ITS DOORS IN THE FALL OF 2009 IN THE NORTH BRONX WITH A COLLEGE PREPARATORY ACADEMIC PROGRAM AND A HIGHLY STRUCTURED AND SUPPORTIVE SCHOOL CULTURE. WHILE THE SCHOOL IS COMPRISED OF STUDENTS FROM MANY BACKGROUNDS, IT IS UNIQUELY DESIGNED TO CLOSE THE ACHIEVEMENT GAP IN MIDDLE AND HIGH SCHOOL. EQUALITY PREPARES STUDENTS TO BE SUCCESSFUL IN COLLEGE BY FOCUSING ON THE INTEGRATION OF GOAL SETTING, CRITICAL THINKING, AND PROBLEM-SOLVING SKILLS. THE SCHOOL'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES TO THE SIXTH THROUGH TWELFTH GRADE STUDENTS OF COMMUNITY SCHOOL DISTRICT 8 AND 11. EQUALITY CHARTER SCHOOL WAS FOUNDED IN 2009 TO SERVE MIDDLE SCHOOL STUDENTS IN CO-OP CITY AND CASTLE HILL NEIGHBORHOODS, WHICH ARE HIGH NEEDS AREAS IN THE BRONX. WE CURRENTLY INSTRUCT 640 6-12TH GRADE SCHOLARS MOSTLY FROM BRONX COMMUNITY SCHOOL DISTRICT 11, BUT ALSO FROM MANHATTAN AND BROOKLYN. 0 0 9821477 11635256 SEE SCHEDULE O. 5965154 2393240 SEE SCHEDULE O. 15786631 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 42 0 156 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X THE ORGANIZATION 7183203032 4140 HUTCHINSON RIVER PARKWAY E BRONX NY 10475 EDWARD HUBBARD MEMBER 2.00 X 0 0 0 ARDIAN HASKO MEMBER 2.00 X 0 0 0 ERICA KING VICE CHAIR 2.00 X X 0 0 0 JAMES S STRINGFELLOW TREASURER 2.00 X X 0 0 0 LEONARD GILBERT SECRETARY 2.00 X X 0 0 0 EDISON BARDOWELL MEMBER - RESIGNED 4/2024 2.00 X 0 0 0 PALAK FORBES MEMBER 2.00 X 0 0 0 ROBERTA OSORIO CHAIR 2.00 X X 0 0 0 ROBIN AUFSES MEMBER 2.00 X 0 0 0 AZIZA ANDERSON MEMBER 2.00 X 0 0 0 LISA CHEN MEMBER - RESIGNED 5/2024 2.00 X 0 0 0 AMAL EL BAKHAR MEMBER 2.00 X 0 0 0 CAITLIN FRANCO EXECUTIVE DIRECTOR 40.00 X 279318 0 41327 GABRIEL PARK CHIEF FINANCIAL OFFICER 40.00 X 160200 0 54988 FAVROL PHILEMY HIGH SCHOOL PRINCIPAL 40.00 X 211580 0 53515 AMANDA HUZA MERCADO MIDDLE SCHOOL PRINCIPAL 40.00 X 198667 0 27695 AMANDA F MYERS ASST. PRINCIPAL, MS 40.00 X 166152 0 26327 GENE JOHNSON ASST. PRINCIPAL, HS 40.00 X 155922 0 6214 JOCELYN KELLY DIRECTOR OF CIRRICULUM 40.00 X 162749 0 60886 LISA ROMANO DIRECTOR OF INSTRUCTION 40.00 X 131413 0 26244 AMRITA DENNIS HIGH SCHOOL PRINCIPAL 40.00 X 129084 0 39247 1595085 0 336443 28 0 1 0 CHARTER TECHNOLOGY SOLUTION LLC 132 32ND STREET SUITE 310 BROOKLYN NY 11232 IT SERVICES 349253 MATTER RE LLC 12 EAST 49TH STREET 11TH FLOOR NEW YORK NY 10017 REAL ESTATE SERVICES 229415 COYLE CONTRACTING CORP 11 WEST 42ND STREET FLOOR 2 NEW YORK NY 10036 REMODELING/RENOVATION 219013 BDO USA LLP PO BOX 642743 PITTSBURGH PA 15264 AUDITING SERVICES 114278 CHARTER SCHOOL BUSINESS MANAGEMENT 425 E 79TH ST SUITE F NEW YORK NY 10075 FINANCIAL SERVICES 104599 4 61915 4798693 173779 48182 5034387 STATE & LOCAL PER PUPIL OPERATING 611110 14028496 14028496 14028496 197593 197593 64977 61915 30245 34732 34732 19295208 14028496 0 232325 1021143 893386 127177 580 10004918 8750443 1249879 4596 404024 355748 43855 4421 1710147 1509773 174345 26029 842944 737491 104947 506 68256 68256 79764 79764 892607 357841 531658 3108 277166 248514 26264 2388 195181 123317 15415 56449 67525 64115 3126 284 1249881 1217122 26651 6108 616134 542198 67775 6161 164392 144665 18083 1644 SUPPLIES AND MATERIALS 383939 374498 8654 787 STUDENT SERVICES 249498 249498 STAFF DEVELOPMENT 246310 206440 39230 640 OTHER 34226 34226 12660 11582 988 90 18520715 15786631 2620293 113791 2977457 125319 766920 4399231 2562452 1730977 110608 191618 6716208 4052846 2300096 2663362 6825369 5263854 15542902 14374361 1210118 1227156 97719 4928164 3065811 6236001 4292967 X 9306901 10081394 9306901 10081394 15542902 14374361 774493 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3769713 2383749 1385964 866264 563841 302423 2080231 1105256 974975 2663362 SECURITY DEPOSIT 523666 CASH IN ESCROW 73491 RIGHT-OF-USE ASSETS 4481023 RELATED PARTY RECEIVABLES 185674 5263854 LEASE LIABILITY 3065811 3065811 X 20770416 1444963 30245 1475208 19295208 0 19295208 19995923 1444963 30245 1475208 18520715 0 18520715 PART X, LINE 2: THE 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 CHARTER SCHOOL'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO POTENTIAL REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE CHARTER SCHOOL BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 30,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 30,245. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 EQUALITY CHARTER SCHOOL'S NONDISCRIMINATION POLICY IS PUBLICIZED WITH ALL OF OUR STUDENT OUTREACH MATERIALS, INCLUDING NEWSPAPER ADS. SCHEDULE E, PART I, LINE 4 EQUALITY CHARTER SCHOOL IS A TUITION-FREE PUBLIC SCHOOL AND NO FINANCIAL ASSISTANCE IS OFFERED. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED APPROXIMATELY 75% OF ITS TOTAL REVENUE FROM PER PUPIL FUNDING FROM THE NYC DOE FOR THE REPORTING PERIOD. SPRING RECEPTION 126892 61915 64977 951 24164 600 4530 126892 61915 64977 951 24164 600 4530 30245 34732 X X X 0 0 0 0 0 0 0 1 0 CAITLIN FRANCO EXECUTIVE DIRECTOR 262068 0 17250 0 0 0 21450 0 19877 0 320645 0 0 0 FAVROL PHILEMY HIGH SCHOOL PRINCIPAL 194068 0 17512 0 0 0 20506 0 33009 0 265095 0 0 0 AMANDA HUZA MERCADO MIDDLE SCHOOL PRINCIPAL 182533 0 16134 0 0 0 7163 0 20532 0 226362 0 0 0 JOCELYN KELLY DIRECTOR OF CIRRICULUM 161149 0 1600 0 0 0 28800 0 32086 0 223635 0 0 0 GABRIEL PARK CHIEF FINANCIAL OFFICER 142600 0 17600 0 0 0 22497 0 32491 0 215188 0 0 0 AMANDA F MYERS ASST. PRINCIPAL, MS 164552 0 1600 0 0 0 6754 0 19573 0 192479 0 0 0 AMRITA DENNIS HIGH SCHOOL PRINCIPAL 127734 0 1350 0 0 0 6559 0 32688 0 168331 0 0 0 GENE JOHNSON ASST. PRINCIPAL, HS 154572 0 1350 0 0 0 2400 0 3814 0 162136 0 0 0 LISA ROMANO DIRECTOR OF INSTRUCTION 129813 0 1600 0 0 0 6559 0 19685 0 157657 0 0 0 PART I, LINE 7 BONUS REPORTED ON PART II, COLUMN B(II) ARE BASED ON THE PERFORMANCE EVALUATIONS, FROM DEVELOPING TO HIGHLY EFFECTIVE RECEIVING INCREMENTAL INCREASES. X 48182 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DEPARTMENT 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 12C ANY DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL METERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES ARE DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. IN DETERMINING SALARIES FOR THESE POSITIONS, THE BOARD REVIEWS MARKET COMPARISON SUCH AS, COMPENSATION SURVEY OR STUDY OR USE OF FORM 990 OF OTHER ORGANIZATIONS. THE DECISION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC 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. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: GENERAL EDUCATION PROGRAM: EQUALITY'S ACADEMIC PROGRAM IS WELL ALIGNED WITH THE RESEARCH OF DOUGLAS REEVES, WHO HIGHLIGHTS 90/90/90 SCHOOLS: 90% OF THE STUDENTS ARE ELIGIBLE FOR FREE OR REDUCED LUNCH, 90% OF THE STUDENTS ARE MEMBERS OF AN ETHNIC MINORITY GROUP, AND 90% OF THESE STUDENTS ARE AT OR ABOVE GRADE LEVEL IN READING OR ANOTHER AREA AS MEASURED BY DISTRICT OR STATE ASSESSMENTS. HE NOTES THAT IN THESE SCHOOLS, THERE ARE FIVE COMMON CHARACTERISTICS: A FOCUS ON ACADEMIC ACHIEVEMENT, CLEAR CURRICULUM CHOICES, FREQUENT ASSESSMENT OF STUDENT PROGRESS AND MULTIPLE OPPORTUNITIES FOR IMPROVEMENT, AN EMPHASIS ON NON-FICTION WRITING, AND COLLABORATIVE SCORING OF STUDENT WORK. THE UNDERLYING FOUNDATION OF EQUALITY'S ACADEMIC PROGRAM FOCUSES ON REEVE'S RESEARCH WITH SOME ADDITIONAL COMPONENTS: 1) HIGH EXPECTATIONS; 2) POSITIVE SCHOOL CULTURE; 3) CURRICULUM ALIGNMENT WITH NEW YORK STATE STANDARDS; 4) DATA-DRIVEN DECISIONS; 5) INCLUSIVE EDUCATION; 6) EMPHASIS ON WRITING; 7) COLLABORATION; 8) PARENTAL INVOLVEMENT; 9) LIFE ACTION PLANS, INCLUDING POST-SECONDARY PLANNING AND OPTIONS; AND 10) ADVISORIES. EQUALITY ALSO PROVIDES OUR SCHOLARS AFTER SCHOOL CLUBS INCLUDING FILM CLUB, DANCE TEAM, DEBATE TEAM, SPELLING BEE CLUB, BOOK CLUB, MATHLETES CLUB, AND ANIME CLUB. EQUALITY CHARTER SCHOOL HOSTS SEVEN SPORTS TEAMS: TRACK, TWO BASKETBALL TEAMS, FLAG FOOTBALL, CHEERLEADING, SOCCER, AND VOLLEYBALL. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: SPECIAL EDUCATION PROGRAM: EQUALITY WILL PROVIDE AN INCLUSIVE EDUCATION SETTING FOR OUR SECOND LANGUAGE LEARNERS AND FOR STUDENTS WITH DISABILITIES. OUR TEAM MEMBERS HAVE EXTENSIVE EXPERIENCE IN CREATING POSITIVE, RIGOROUS, INCLUSIVE CLASSROOMS THAT PROVIDE SOCIALLY AND ACADEMICALLY BENEFICIAL ENVIRONMENTS FOR ALL STUDENTS. OUR DAILY PROFESSIONAL DEVELOPMENT, DATA EMPHASIS, PBIS, AND NURTURING ENVIRONMENT WILL SUPPORT SUCCESSFUL INCLUSION AND HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS. WHILE MANY SCHOOLS HAVE SPECIAL EDUCATION POPULATIONS OF ROUGHLY 10%, EQUALITY HAS A POPULATION THAT COMPRISES OVER 20% OF THE STUDENT BODY. EQUALITY'S ACADEMIC PROGRAM IS FULLY INCLUSIVE AND CO-TAUGHT. WE PROVIDE THIS MODEL TO ALL OF OUR STUDENTS INCLUDING THE 21% WHO HAVE DISABILITIES. OUR PROGRAM ALSO INCLUDES ELECTIVES IN PHYSICAL EDUCATION, ART AND LIFE & LITERACY.