2022-11-09T13:05:10-06:00 2021-12-31 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2021-01-01 954232535 Joan Macy School JOAN 9095932581 1350 Third Street La Verne CA 91750 Dan Maydeck CEO 9095932581 2022-11-09 1 Dan Maydeck 999009999 Sean E Cain CPA P01612986 6264036801 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Dan Maydeck 1350 Third Street La Verne CA 91750 773988 0 X www.leroyhaynes.org X 1989 CA Joan Macy School ("the School") is a specialized, non-public school for at-risk adolescent students. X 18 18 20 31 0 0 2155 153620 1203801 615336 -20 215 1000 4817 1206936 773988 0 0 0 0 914167 599961 0 0 0 352813 222145 1266980 822106 -60044 -48118 697416 133455 180885 15042 516531 118413 X The School's goal is to provide a positive and supportive environment where students can develop academic, social, and vocational skills that will help enable them to transition independently and successfully into the community. 0 1 808631 615336 Joan Macy School was established in 1989 as a specialized non-public school for at-risk adolescent females requiring a more structured, therapeutic educational setting. Since then it has expanded its program to serve students grades 1-12 referred by local school districts. Class sizes are typically ten students or less, with a full regiment of special education services and an array of courses designed to meet their districts graduation requirements as well as vocational training for improved transition to traditional programs.For 2021, the school provided 124 school days, 42 individual students were served throughout the year, reflecting 42 students from the surrounding districts. 808631 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 1 0 1 0 0 0 1 0 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X Tony Williams CFO 9095932581 233 W Baseline Rd Box 400 La Verne CA 91750 Michele Becker Board Chair (Start 7/21) 1.00 1.00 X X 0 0 0 Kevin Hardy Board Vice Chair (Start 7/21) 1.00 1.00 X X 0 0 0 Patricia Guild Vice President (End 7/21) 1.00 X X 0 0 0 Jim Short Treasurer (Start 7/21) 1.00 1.00 X X 0 0 0 Judge Robert Dukes Secretary (Start 7/21) 1.00 1.00 X X 0 0 0 Dianne E Clark Sec./Treasurer (End 7/21) 1.00 X X 0 0 0 Geri Abracosa Board Member (End 7/21) 1.00 X 0 0 0 Tracey Blount Board Member (End 7/21) 1.00 X 0 0 0 Brian Bowcock Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Bob Dalton Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Norm Dominguez Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Dena Garvin-Smart Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Susan Hume Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Kevin Kearney Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Manuel Milla King Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Guy La Roque Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Patricia A Lobello-Lamb Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Robert Mason Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Karen Nehrenz Board Member (End 7/21) 1.00 X 0 0 0 Brent Pasqua Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Marcie Poole Board Member (End 7/21) 1.00 X 0 0 0 Jonathan L Reed PhD Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Katarina Roy Schanz Board Member (End 7/21) 1.00 X 0 0 0 J Raymond Villanueva MBA Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Judith Wagner Pres.(End 7/21)/Board Member 1.00 X X 0 0 0 Dan Maydeck Executive Director (Start 4/21) 5.00 40.00 X 0 276444 36575 Michael Miller Executive Director (End 4/21) 5.00 40.00 X 0 96748 2955 0 373192 39530 0 0 1 0 0 153620 153620 Tuition Fees 611600 615336 615336 615336 215 215 Other income 900099 4817 4817 4817 773988 615336 0 5032 505551 505551 10398 10398 46684 46684 37328 37328 13475 13475 22391 22391 7159 7159 16850 16850 60690 60690 15866 15866 17515 17515 10162 10162 Maintenance 39746 39746 Curriculum materials 10636 10636 Expendable equipment 3790 3790 Miscellaneous 2708 2708 1157 1157 822106 808631 13475 0 209400 62040 174535 0 256673 6032 444025 413211 56808 30814 0 34569 697416 133455 66153 10000 114732 5042 180885 15042 X 516531 118413 516531 118413 697416 133455 X -48118 -350000 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58996 58996 0 385029 354215 30814 30814 Due from David & Margaret Home, Inc. 34569 34569 Due to Haynes Family of Programs 5042 5042 X 773988 0 773988 0 773988 822106 0 822106 0 822106 Part X, Line 2: The School is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the School in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The School's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 All parent guardians receive a copy of our racially nondiscriminatory policy attached to the free lunch form application. In addition, the policy is posted in all common areas, such as the cafeteria and school office. Schedule E, Part I, Line 6 Joan Macy School (JMS) contracted with the following school districts to provide special education to Title 1 children and parents: Bonita Unified School District Covina Valley Unified El Monte City School District El Monte Union Unified Glendora Unified Pomona SELPA West End SELPA East San Gabriel Valley SELPA Rowland Unified Whittier Unified Ontario-Montclair SELPA Mountain View School District 0 0 0 0 0 0 0 0 0 Dan Maydeck Executive Director (Start 4/21) 0 276444 0 0 0 0 0 7788 0 28787 0 313019 0 0 Part I, Line 3 The compensation is determined by the related organization's, Haynes Family of Programs, internal policy. Transfer of cash and cash equivalent amounts 2021-12-08 350000 Cash balance at time of transfer 951506150 Haynes Family of Programs 233 W Baseline Road PO Box La Verne CA 91750 501(c)(3) 1 0 0 0 Part II, Line 2e: Person(s) Involved: All board members of Joan Macy School transitioned into a position within the Haynes Family of Programs' board of directors to ensure the organization maintained its level of input for the future. Form 990, Part III, line 3 Effective July 21, 2021, Joan Macy School and its board of directors have agreed to transfer the management, control, and operations of Joan Macy School to Haynes Family of Programs, Inc. Form 990, Part VI, Section A, line 4 Effective July 21, 2021, Joan Macy School and its board of directors have agreed to transfer the management, control, and operations of Joan Macy School to Haynes Family of Programs, Inc. ("Haynes"), a nonprofit corporation with a primary location also in the city of La Verne, at 233 W. Baseline Rd, in consideration for the eventual merger of Joan Macy School and Haynes into one entity, including Joan Macy School's assets and liabilities, subject that to any approvals required by the California Attorney General, and any such other federal, state, and local government agencies. Joan Macy School and Haynes, in recognition of this signed agreement, have mutually agreed to share a Board of Directors, Executive Leadership team, and to combine all current staff and students. As of August 2021, for the FY21-22 school year, Joan Macy School's 20 employees and 35 students were integrated into Haynes Education Programs. Form 990, Part VI, Section B, line 11b A copy of the draft Form 990 is reviewed by the CFO and CEO, and a copy of the Form 990 is sent to board members before it is filed with the IRS. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy is monitored annually and states: All employees/directors of Joan Macy School ("JMS") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of JMS. Form 990, Part VI, Section B, line 15 Lines 15(a) and 15(b) have been answered "no" as there are no officers or trustees who received compensation by the School. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request. Form 990, Part XI, line 9: Transfer of asset due to merger -350,000. Haynes Family of Programs 233 W Baseline Rd PO Box 400 La Verne CA 91750 951506150 Services for at-risk youth and their families CA 501(c)(3) Line 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 Haynes Family of Programs R 350000 Actual value