2022-05-09T09:42:24-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2020-07-01 421705892 WIDENER PARTNERSHIP CHARTER SCHOOL INC WIDE 6104994156 ONE UNIVERSITY PLACE CHESTER PA 190135792 LINDA KIRALY GILBERT VICE PRESIDENT FOR ADMIN & FINC 6104994156 2022-05-06 1 LINDA KIRALY GILBERT 999009999 CONNIE M LIRA P00481097 2156433900 2022-05-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LINDA KIRALY GILBERT ONE UNIVERSITY PLACE CHESTER PA 190135792 6554663 0 X HTTPS://WIDENERPARTNERSHIPCHARTERSCHOOL.ORG X 2006 PA TO EDUCATE ITS STUDENTS TO BECOME CITIZENS OF CHARACTER WHO CAN CONTRIBUTE TO THE REGION. 20 11 0 20 0 0 6426929 6518614 22801 16851 7484 329 286 18869 6457500 6554663 0 0 0 0 0 0 0 0 0 6603453 5746260 6603453 5746260 -145953 808403 2327594 3183802 743223 791028 1584371 2392774 X SEE SCHEDULE O 0 0 3577063 0 0 INSTRUCTIONAL EXPENDITURES - COSTS INCURRED IN PROVIDING ACADEMIC INSTRUCTION TO KINDERGARTENERS THROUGH 8TH GRADE STUDENTS IN ORDER TO PREPARE THEM TO MEET ACADEMIC GOALS ESTABLISHED BY THE NO CHILD LEFT BEHIND ACT AND TO ACQUIRE THE BEHAVIORS, TASK COMMITMENT AND CREATIVITY TO SUCCEED IN THE CURRENT EDUCATIONAL ENVIRONMENT. THESE COSTS INCLUDE ALL EXPENSES FOR ALL REGULAR CLASSROOM TEACHERS AND ALL SPECIAL EDUCATION TEACHERS AT THE SCHOOL. ALSO REFLECTED IN THIS TOTAL ARE THE COSTS FOR ALL INSTRUCTIONAL SUPPLIES INCLUDING BOOKS AND COMPUTERS. AS A RESULT OF THE PANDEMIC, THE SCHOOL CONTINUED ITS INVESTMENT IN TECHNOLOGY AND OTHER RESOURCES TO SUPPORT REMOTE LEARNING FOR STUDENTS. 1285742 0 0 STUDENTS SERVICES EXPENDITURES - COSTS INCURRED IN PROVIDING SERVICES TO STUDENTS THAT ARE NOT DIRECT INSTRUCTION. THESE SERVICES INCLUDE NURSING, PSYCHOLOGICAL, AND SOCIAL WORK SERVICES. ALSO INCLUDED ARE TECHNOLOGICAL SUPPORT SERVICES, REGULAR DAILY TRANSPORTATION SERVICES, SECURITY SERVICES AND THE COSTS OF LEASING THE SCHOOL BUILDING, HOUSEKEEPING SERVICES, AND UTILITIES. 41515 0 16851 NON-INSTRUCTIONAL SERVICE EXPENDITURES - COSTS INCURRED IN PROVIDING BUS TRANSPORTATION FOR FIELD TRIPS AND DAILY FOOD SERVICE AT THE SCHOOL, INCLUDING ASSOCIATED FOOD AND PERSONNEL COSTS. 4904320 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 11 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X LINDA KIRALY GILBERT 6104994156 ONE UNIVERSITY PLACE CHESTER PA 190135792 JOSEPH BAKER TREASURER 1.00 59.00 X X 0 335460 39709 ROBIN DOLE CHAIRMAN 0.10 40.00 X X 0 210029 35331 KATHRYN HERSCHEDE VICE CHAIR - LEFT DEC 2020 0.10 40.00 X X 0 198747 21257 GEORGE HASSEL SECRETARY 3.00 57.00 X X 0 144577 21622 VIRGINIA BRADENDER TRUSTEE 0.10 40.00 X 0 127933 34908 KAREEM GOODWIN PRINCIPAL 40.00 0.00 X 0 142758 16971 BRENDA GILIO VICE CHAIR - STARTED JAN 2021 0.10 40.00 X X 0 118738 13858 BETH BAROL TRUSTEE 0.10 40.00 X 0 98573 14603 ZORA M WOLFE TRUSTEE 0.10 40.00 X 0 103895 5337 REV WILLIAM BROWN TRUSTEE 0.10 0.00 X 0 0 0 DEXTER DAVIS TRUSTEE 0.10 0.00 X 0 0 0 JOHN J GILLEN TRUSTEE 0.10 0.00 X 0 0 0 REV SIDNEY HARRELL TRUSTEE 0.10 0.00 X 0 0 0 CRYSTAL HARRISON TRUSTEE 0.10 0.00 X 0 0 0 KEVIN KANE TRUSTEE - STARTED JAN 2021 0.10 40.00 X 0 0 0 THOMAS MALLOY TRUSTEE - STARTED JAN 2021 0.10 40.00 X 0 0 0 JOSEPH MATASSINO TRUSTEE - STARTED JAN 2021 0.10 40.00 X 0 0 0 CHRISTOPHER MCKENNA TRUSTEE - STARTED JAN 2021 0.10 40.00 X 0 0 0 BARBARA MUHANNAD TRUSTEE 0.10 0.00 X 0 0 0 GWENDOLYN SMITH TRUSTEE 0.10 0.00 X 0 0 0 JAMES TURNER TRUSTEE 0.10 0.00 X 0 0 0 0 1480710 203596 0 0 1 0 WIDENER UNIVERSITY ONE UNIVERSITY PLACE CHESTER PA 19013 MANAGEMENT SERVICES 175002 DELAWARE COUNTY INTERMEDIATE UNIT 200 YALE AVENUE MORTON PA 190701918 SPECIAL EDUCATION SERVICES 152530 DELTA T GROUP PO BOX 884 BRYN MAWR PA 19010 TEMPORARY STAFF 115094 KEITH MOREY 8 QUIGLEY LANE GARNET VALLEY PA 19060 CLEANING SERVICES 100451 4 6505984 12630 6518614 LUNCH PROGRAM 611600 16851 16851 16851 329 329 RECOVERY OF LEGAL EXPE 900099 14484 14484 MISCELLANEOUS 900099 4385 4385 18869 6554663 16851 0 19198 X 114451 114451 30051 30051 71245 2876 68369 57019 57019 852549 852549 168 634 -466 6986 650 6336 37382 37382 11164 11164 CONTRACTED SALARY REIMB 3775365 3168225 607140 INSTRUCTIONAL SUPPLIES 653272 650905 2367 CONTRACT SERVICES 131887 131887 4721 2193 2528 5746260 4904320 841940 0 10000 10000 19634 1273924 2207363 1842254 9069 1549 15027 1039376 996779 79979 42597 2327594 3183802 689054 791028 54169 743223 791028 X 1584371 2392774 1584371 2392774 2327594 3183802 808403 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 417233 374636 42597 622143 622143 0 42597 6540179 0 6540179 14484 14484 6554663 5731776 -14484 -14484 5746260 0 5746260 PART XI, LINE 4B - OTHER ADJUSTMENTS: RECOVERY OF LEGAL EXPENSES 14,484. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECOVERY OF LEGAL EXPENSES -14,484. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WIDENER PARTNERSHIP CHARTER SCHOOL ADVERTISES FOR APPLICATIONS TO THE SCHOOL IN NEWSPAPERS AND INCLUDES A STATEMENT OF NONDISCRIMINATION IN THE NOTICES. SCHEDULE E, PART I, LINE 6 THE WIDENER PARTNERSHIP CHARTER SCHOOL RECEIVES FEDERAL FUNDS FOR TITLE I, II AND IV GRANTS AND IDEA GRANTS. 0 0 0 0 0 0 0 0 0 JOSEPH BAKER TREASURER 0 300889 0 0 0 34571 0 16285 0 23424 0 375169 0 0 ROBIN DOLE CHAIRMAN 0 183015 0 0 0 27014 0 10712 0 24619 0 245360 0 0 KATHRYN HERSCHEDE VICE CHAIR - LEFT DEC 2020 0 178327 0 0 0 20420 0 10310 0 10947 0 220004 0 0 GEORGE HASSEL SECRETARY 0 130842 0 0 0 13735 0 8309 0 13313 0 166199 0 0 VIRGINIA BRADENDER TRUSTEE 0 111030 0 0 0 16903 0 9596 0 25312 0 162841 0 0 KAREEM GOODWIN PRINCIPAL 0 135429 0 0 0 7329 0 7000 0 9971 0 159729 0 0 PART I, LINE 3 NO COMPENSATION IS PAID DIRECTLY BY WPCS. ALL COMPENSATION IS PAID BY WIDENER UNIVERSITY, BUT THE CHAIRMAN OF WPCS WORKS WITH WIDENER UNIVERSITY TO DETERMINE THE COMPENSATION OF THE WPCS PRINCIPAL. THE COMPENSATION IS DETERMINED BASED UPON A SURVEY OF COMPENSATION PAID TO COMPARABLE ADMINISTRATION OFFICERS IN THE CHESTER UPLAND SCHOOL DISTRICT AND IN THE SURROUNDING SCHOOL DISTRICTS. THE CHAIRMAN'S RECOMMENDATION IS REVIEWED TIMELY BY WIDENER UNIVERSITY'S PRESIDENT ANNUALLY AT THE TIME SALARIES ARE APPROVED FOR ALL ADMINISTRATIVE UNITS OF THE UNIVERSITY. THE PRINCIPAL'S COMPENSATION IS INCLUDED IN THE WPCS BUDGET, WHICH IS APPROVED BY THE WPCS BOARD IN JUNE OF EACH YEAR AND TIMELY DOCUMENTED IN THE BOARD MINUTES. KELLY D'ELETTO DAUGHTER OF GEORGE HASSEL, WPCS TRUSTEE 89764 PAID COMPENSATION (SALARY, BENEFITS, PAYROLL TAXES) FOR SERVICES RENDERED AS A WPCS TEACHER. PAYMENTS WERE REMITTED BY WPCS TO WIDENER UNIVERSITY, WHO HANDLES 100% OF WPCS COMPENSATION. 0 FORM 990, PART III, LINE 1: THE MISSION OF WIDENER PARTNERSHIP CHARTER SCHOOL, INC. (WPCS) IS TO DEVELOP URBAN ELEMENTARY (K-8) STUDENTS WITH THE BEHAVIORS, TASK COMMITMENT AND CREATIVITY TO SUCCEED IN THE CURRENT EDUCATIONAL ENVIRONMENT. THROUGH HOLISTIC CULTIVATION OF CHILDREN'S RESOURCES, THE WPCS WILL ENABLE STUDENTS TO BECOME SELF-MOTIVATED, COMPETENT, AND LIFELONG LEARNERS. THE WPCS WILL AIM TO EDUCATE ITS STUDENTS TO BECOME CITIZENS OF CHARACTER WHO CAN CONTRIBUTE TO THE VITALITY AND WELL-BEING OF THE REGION. BY PROVIDING A MULTICULTURAL, STUDENT-CENTERED ENVIRONMENT IN WHICH ALL STUDENTS ARE HELD TO HIGH ACADEMIC AND BEHAVIORAL STANDARDS AND BY ENGAGING PARENTS AND CAREGIVERS AS PARTNERS IN THE EDUCATION OF THEIR CHILDREN, THE WPCS WILL PROVIDE THE CONTEXT FOR STUDENTS TO WORK IN COLLABORATIVE RELATIONSHIPS BOTH WITHIN AND OUTSIDE THE SCHOOL TO PROVIDE SERVICE TO THE GREATER COMMUNITY. FORM 990, PART V, LINES 2A AND 2B: UNDER A MANAGEMENT CONTRACT BETWEEN WPCS AND WIDENER UNIVERSITY, A RELATED 501(C)(3) PUBLIC CHARITY, THE ADMINSTRATION AND STAFF OF WPCS ARE PAID THROUGH WIDENER UNIVERSITY AND INCLUDED IN THE W-3 OF WIDENER UNIVERSITY. WIDENER UNIVERSITY REMITS ALL PAYROLL WITHHOLDINGS AND HANDLES ALL PAYROLL FILING AND REPORTING REQUIREMENTS FOR WPCS. FORM 990, PART IV, LINE 11F: WPCS' FINANCIAL STATEMENTS ARE PREPARED UNDER GOVERNMENTAL AUDITING STANDARDS, WHICH DO NOT REQUIRE DISCLOSURE OF MANAGEMENT'S EVALUATION OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS PERFORMED THIS EVALUATION AND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE SCHOOL'S TAX-EXEMPT STATUS. FORM 990, PART V, LINE 1: UNDER A MANAGEMENT CONTRACT BETWEEN WPCS AND WIDENER UNIVERSITY, A RELATED 501(C)(3) PUBLIC CHARITY, ALL THE DISBURSEMENTS ARE PAID THROUGH WIDENER UNIVERSITY AND WPCS REIMBURSES THE WIDENER UNIVERSITY FOR THESE COSTS. WIDENER UNIVERSITY REMITS ALL 1096 AND IF APPLICABLE BACKUP WITHHOLDING FILINGS AND REPORTING REQUIREMENTS FOR WPCS. FORM 990, PART VI, SECTION A, LINE 1 THE PRINCIPAL SHALL ONLY VOTE IN THE CASE OF A TIE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF WPCS, AND HAS AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF WPCS, EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO: 1) FILL VACANCIES IN THE BOARD OF TRUSTEES; 2) ADOPT, AMEND OR REPEAL THE BYLAWS; 3) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD; 4) TAKE ANY ACTION ON MATTERS COMMITTED BY THE BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD; 5) AMEND THE CERTIFICATE OF INCORPORATION; 6) ADOPT AN AGREEMENT OF MERGER OR CONSOLIDATION; 7) RECOMMEND THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S PROPERTY; 8) RECOMMEND A DISSOLUTION OF THE CORPORATION; OR 9) REVOKE A DISSOLUTION OF THE CORPORATION. NO BUSINESS WAS TRANSACTED BY THE EXECUTIVE COMMITTEE IN FY2021. FORM 990, PART VI, SECTION A, LINE 3 WPCS HAS A MANAGERIAL CONTRACT WITH WIDENER UNIVERSITY. WIDENER UNIVERSITY PAYS ALL EXPENSES, INCLUDING PAYROLL, OF WPCS. WPCS REIMBURSES WIDENER UNIVERSITY FOR ITS EXPENSES. FORM 990, PART VI, SECTION A, LINE 6 WIDENER UNIVERSITY, INC., A 501(C)(3) PUBLIC CHARITY, IS THE SOLE MEMBER OF WPCS. FORM 990, PART VI, SECTION A, LINE 7A WIDENER UNIVERSITY ELECTS THE WPCS BOARD OF TRUSTEES ANNUALLY. ACCORDING TO THE ARTICLES OF INCORPORATION, WIDENER UNIVERSITY HAS THE ABILITY TO REMOVE ANY BOARD OF TRUSTEES MEMBERS, WITH OR WITHOUT CAUSE, AT ANY TIME. THE DEAN OF THE WIDENER UNIVERSITY SCHOOL OF HUMAN SERVICE PROFESSIONS SHALL SERVE AS CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING DOCUMENTS MAY BE AMENDED BY WIDENER UNIVERSITY AT ANY TIME, AND MAY ONLY BE AMENDED BY WIDENER UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE OFFICERS OF THE BOARD AND THE WIDENER UNIVERSITY ADMINISTRATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WPCS BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY AND RETURN IT TO THE BOARD SECRETARY. ANY CONFLICTS ARE REVIEWED WITH THE CHAIRPERSON AND BOARD TREASURER. ANY ISSUES WOULD BE REVIEWED AND RESOLVED ON A CASE BY CASE BASIS. NO SUCH ISSUES HAVE BEEN IDENTIFIED TO DATE. FORM 990, PART VI, SECTION B, LINE 15 NO COMPENSATION IS PAID DIRECTLY BY WPCS. ALL COMPENSATION IS PAID BY WIDENER UNIVERSITY, BUT THE CHAIRMAN OF WPCS WORKS WITH WIDENER UNIVERSITY TO DETERMINE THE COMPENSATION OF THE WPCS PRINCIPAL. THE COMPENSATION IS DETERMINED BASED UPON A SURVEY OF COMPENSATION PAID TO COMPARABLE ADMINISTRATION OFFICERS IN THE CHESTER UPLAND SCHOOL DISTRICT AND IN THE SURROUNDING SCHOOL DISTRICTS. THE CHAIRMAN'S RECOMMENDATION IS REVIEWED TIMELY BY WIDENER UNIVERSITY'S PRESIDENT ANNUALLY AT THE TIME SALARIES ARE APPROVED FOR ALL ADMINISTRATIVE UNITS OF THE UNIVERSITY. THE PRINCIPAL'S COMPENSATION IS INCLUDED IN THE WPCS BUDGET, WHICH IS APPROVED BY THE WPCS BOARD IN JUNE OF EACH YEAR AND TIMELY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: WPCS DOES NOT COMPENSATE ANY EMPLOYEE DIRECTLY. NO OTHER COMPENSATED EMPLOYEE MEETS THE IRS DEFINITION OF OTHER OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 WPCS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24A: THE PERSONNEL OF WPCS ARE ON THE PAYROLL OF WIDENER UNIVERSITY. WPCS REIMBURSES WIDENER UNIVERSITY FOR THE SALARIES, BENEFITS, RETIREMENT CONTRIBUTIONS AND PAYROLL TAXES OF THE PERSONNEL. THIS REIMBURSEMENT IS PRESENTED IN FORM 990, PART IX, LINE 24A - OTHER EXPENSES AS CONTRACTED SALARY REIMBURSEMENT. WIDENER UNIVERSITY ONE UNIVERSITY PLACE CHESTER PA 19013 231386178 EDUCATION PA 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0