2022-05-09T10:36:57-05:00 2021-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2020-07-01 271342162 OXFORD PREPARATORY ACADEMY OXFO 9496009050 81 COLUMBIA SUITE 101 ALISO VIEJO CA 92656 AMY KERNAN EXECUTIVE DIRECTOR 9496009050 2022-05-09 1 AMY KERNAN 999009999 MARCY KEARNEY P01297358 6192708222 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 81 COLUMBIA SUITE 101 ALISO VIEJO CA 92656 15190265 0 X OXFORDPREPARATORYACADEMY.COM X 2009 CA OPERATE CHARTER SCHOOLS SERVING STUDENTS IN GRADES TK-8 IN A CLASSROOM-BASED INSTRUCTIONAL SETTING 5 5 185 40 0 0 13763851 15063512 215242 2469 8159 10787 1323516 113497 15310768 15190265 0 0 0 0 10083775 10064971 0 0 0 3315178 2853897 13398953 12918868 1911815 2271397 5766914 8703539 460193 1125421 5306721 7578118 WE BELIEVE THAT ALL STUDENTS ARE UNIQUE AND GIFTED INDIVIDUALS. WE ARE COMMITTED TO WORKING COLLABORATIVELY TO DEVELOP LIFE-LONG LEARNERS IN A SAFE AND CARING EDUCATIONAL ENVIRONMENT WHERE STUDENTS ARE CHALLENGED, SCHOLARSHIP IS EXPECTED, AND DIFFERENCES ARE VALUED. 0 0 11553135 109733 THE ORGANIZATION OPERATED TWO (2) PUBLIC CHARTER SCHOOLS SERVING STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH GRADE EIGHT: OXFORD PREPARATORY ACADEMY - SOUTH ORANGE COUNTY, AND OXFORD PREPARATORY ACADEMY - SADDLEBACK VALLEY. 11553135 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 185 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X EDTEC 2132926620 1410A 62ND ST EMERYVILLE CA 94608 RAYMOND JACKSON CHAIRMAN 2.00 X X 0 0 0 DELITE TRAVIS VICE CHAIRMAN 2.00 X X 0 0 0 DINELLI AGARWAL TREASURER 2.00 X X 0 0 0 PAUL KAGOO SECRETARY 2.00 X X 0 0 0 AMY SMITH TRUSTEE 2.00 X 0 0 0 JILL MARKS EXECUTIVE DIRECTOR 40.00 X 176200 0 29073 AMY KERNAN EXECUTIVE DIRECTOR 40.00 X 160695 0 37828 DAVID BARLEY CHIEF OPERATIONS OFFICER 40.00 X 165920 0 33184 STEPHANIE HENRY CHIEF ACADEMIC OFFICER 40.00 X 0 0 0 DENISE ALVARADO CHANCELLOR 40.00 X 131397 0 24459 GARRETT BRIDGES CHANCELLOR 40.00 X 113403 0 27760 SARAH TAINO SCHOOL PSYCHOLOGIST 40.00 X 104266 0 19995 BRYAN RECHTIEN INTERIM DEAN 40.00 X 103660 0 18204 JACLYNN MARLETTE DEAN 40.00 X 100554 0 18712 1056095 0 209215 8 0 1 0 EDTEC INC 1410-A 62ND STREET EMERYVILLE CA 94608 BUSINESS SERVICES 258979 CURRICULUM ASSOCIATES LLC 153 RANGEWAY ROAD NORTH BILLERICA MA 01862 EDUCATION SERVICES 162379 EFFECTUAL EDUCATIONAL CONSULTING SERVICE 25108 MARGUERITE PKWY MISSION VIEJO CA 92692 SPECIAL EDUCATION SERVICES 158045 3 15 15050567 12930 15063512 FOOD SERVICE SALES 722514 1791 1791 STUDENT ACTIVITIES 611710 678 678 2469 10787 10787 6233 0 6233 6233 6233 0 15 0 0 REFUNDS/REIMBURSEMENTS 900099 107264 107264 107264 15190265 109733 0 17020 576875 461500 115375 6631254 6534567 96687 1792905 1738685 54220 308228 301354 6874 755709 734218 21491 439443 439443 265729 77575 188154 487078 420915 66163 35655 35655 66986 57715 9271 52817 52817 650226 619394 30832 5576 5576 17650 17650 217 217 66400 49800 16600 151057 151057 BOOKS AND SUPPLIES 493572 445714 47858 CHARTER OVERSIGHT FEES 121491 121491 12918868 11553135 1365733 0 3565621 3738576 210912 2640269 1321329 1669817 441757 493982 1661635 1500740 227295 160895 5766914 8703539 410187 492389 633032 50006 460193 1125421 X 5306721 7578118 5306721 7578118 5766914 8703539 2271397 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 957721 836293 121428 703914 664447 39467 160895 X 15190265 0 15190265 0 15190265 12918868 0 12918868 0 12918868 PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS DOCUMENTED WITHIN THE CHARTER PETITIONS FOR EACH OF TIS PUBLIC CHARTER SCHOOLS. THE POLICY IS ALSO PRESENTED ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISTANT IS NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS AN ORGANIZATION OPERATING PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION, ALONG WITH COUNTY OF ORANGE, CALIFORNIA. X X X X 0 0 0 0 0 0 0 0 0 JILL MARKS EXECUTIVE DIRECTOR 176200 0 0 0 0 0 29073 0 0 0 205273 0 0 0 DAVID BARLEY CHIEF OPERATIONS OFFICER 165920 0 0 0 0 0 33184 0 0 0 199104 0 0 0 AMY KERNAN EXECUTIVE DIRECTOR 160695 0 0 0 0 0 26515 0 11313 0 198523 0 0 0 DENISE ALVARADO CHANCELLOR 131397 0 0 0 0 0 21680 0 2779 0 155856 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A CPA FIRM IS ENGAGED TO PREPARE THE TAX RETURNS. A DRAFT OF THE TAX RETURNS IS SUBMITTED TO MANAGEMENT AND THE FINANCIAL SERVICES PROVIDER FOR REVIEW. THE BOARD ACCEPTS THE TAX RETURN SUBSEQUENT TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PARTIES SUBJECT TO THE CONFLICT OF INTEREST POLICY ARE REQUIRED TO REPORT ANY CONFLICTS. STAFF, AUDITORS AND OUTSIDE SERVICE PROVIDERS ALL REVIEW THESE RELATIONSHIPS ON A REGULAR BASIS AND REPORT ANY PERCEIVED CONFLICTS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 CONTRACTS FOR MANAGEMENT AND KEY EMPLOYEES ARE INDIVIDUALLY REVIEWED BY THE BOARD OF DIRECTORS AS ADVISED BY LEGAL AND FINANCIAL CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST CODE AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ADDITIONALLY, THE CONFLICT OF INTEREST CODE IS ON FILE WITH THE COUNTY.