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OXFORD PREPARATORY ACADEMY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OXFORD PREPARATORY ACADEMY (EIN 27-1342162)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202101379349304270
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-05-17T12:06:34-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272956198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHRISTY WHITE ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1348 OLIVE STREETAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271342162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OXFORD PREPARATORY ACADEMYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOXFOBusinessNameControlTxt
Phone9492810100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19870 RESEARCH DRIVEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL MARKSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9492810100PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTY WHITEPreparerPersonNm
PTINP01297358PTIN
Phone6192708222PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line19870 RESEARCH DRIVEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,310,768GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressOXFORDPREPARATORYACADEMY.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSERVING STUDENTS IN GRADES TK TO 8 IN A CLASSROOM-BASED INSTRUCTIONAL SETTING.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee193TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,165,265PYContributionsGrantsAmt
CY Contributions Grants$13,763,851CYContributionsGrantsAmt
PY Program Service Revenue$131,509PYProgramServiceRevenueAmt
CY Program Service Revenue$215,242CYProgramServiceRevenueAmt
PY Investment Income$8,739PYInvestmentIncomeAmt
CY Investment Income$8,159CYInvestmentIncomeAmt
PY Other Revenue$54,972PYOtherRevenueAmt
CY Other Revenue$1,323,516CYOtherRevenueAmt
PY Total Revenue$13,360,485PYTotalRevenueAmt
CY Total Revenue$15,310,768CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,431,678PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,083,775CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,169,450PYOtherExpensesAmt
CY Other Expenses$3,315,178CYOtherExpensesAmt
PY Total Expenses$13,601,128PYTotalExpensesAmt
CY Total Expenses$13,398,953CYTotalExpensesAmt
PY Revenues Less Expenses-$240,643PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,911,815CYRevenuesLessExpensesAmt
Total Assets BOY$4,265,515TotalAssetsBOYAmt
Total Assets EOY$5,766,914TotalAssetsEOYAmt
Total Liabilities BOY$870,609TotalLiabilitiesBOYAmt
Total Liabilities EOY$460,193TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,394,906NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,306,721NetAssetsOrFundBalancesEOYAmt
MissionWE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,423,424ExpenseAmt
Revenue$276,048RevenueAmt
DescTHE 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.Desc
Total Program Service Expenses$11,423,424TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee193EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDTECBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2132926620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11410A 62ND STAddressLine1Txt
CityEMERYVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94608ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOSEPH HANEY
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
RAYMOND JACKSON
VICE CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
MARY CAMPOS
TRUSTEE2.00Yes (X)Yes (X)$0$0$0
DELITE TRAVIS
SECRETARY2.00Yes (X)$0$0$0
JILL MARKS
EXECUTIVE DIRECTOR40.00Yes (X)$176,200$0$18,060
AMY KERNAN
CHIEF ACADEMIC OFFICER40.00Yes (X)$152,955$0$27,284
DAVID BARLEY
CHIEF OPERATIONS OFFICER40.00Yes (X)$127,188$0$8,911
GARRETT BRIDGES
CHANCELLOR40.00$111,403$0$22,950Yes (X)
JACLYNN MARLETTE
DEAN40.00$105,062$0$12,226Yes (X)
BRYAN RECHTIEN
INTERIM DEAN40.00$102,390$0$10,176Yes (X)
SARAH TAINO
SCHOOL PSYCHOLOGIST40.00$101,747$0$12,865Yes (X)
KERRY VELEZ
DEAN40.00$103,246$0$10,592Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$980,191TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$123,064TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AMPLIFY EDUCATION INC
200 NORTH POINT CENTER E 510ALPHARETTAGA30022EDUCATION SERVICES$374,543
CONNOR FLETCHER & HEDENKAMP LLP
2211 MICHELSON DRIVE SUITE 1100IRVINECA92612LEGAL SERVICES$343,035
LAW OFFICES OF YOUNG MINNEY & CORR LLP
655 UNIVERSITY AVENUE SUITE 150SACRAMENTOCA95825LEGAL SERVICES$221,557
EDTEC INC
1410-A 62ND STREETEMERYVILLECA94608BUSINESS SERVICES$131,943
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$5,019FundraisingAmt
Government Grants$13,754,484GovernmentGrantsAmt
All Other Contributions$4,348AllOtherContributionsAmt
Total Contributions$13,763,851TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT ACTIVITIES611710$158,596$158,596
FOOD SERVICE SALES722514$56,646$56,646
FieldValueIRS element (for citing)
Total Program Service Revenue$215,242TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,159TotalRevenueColumnAmt
Exclusion$8,159ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,019ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SETTLEMENTS900099$1,000,000$1,000,000
WRITE OFFS900099$262,710$262,710
OTHER LOCAL REVENUE611710$60,806$60,806
FieldValueIRS element (for citing)
Other Revenue Total$1,323,516OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,310,768TotalRevenueColumnAmt
Related Or Exempt Func Income$276,048RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,270,869ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$510,598TotalAmt
Program Services$345,418ProgramServicesAmt
Management And General$165,180ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,723,950TotalAmt
Program Services$6,682,043ProgramServicesAmt
Management And General$41,907ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,744,314TotalAmt
Program Services$1,724,431ProgramServicesAmt
Management And General$19,883ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$762,576TotalAmt
Program Services$741,180ProgramServicesAmt
Management And General$21,396ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$342,337TotalAmt
Program Services$333,003ProgramServicesAmt
Management And General$9,334ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$366,112TotalAmt
Management And General$366,112ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,858TotalAmt
Management And General$42,858ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$555,876TotalAmt
Program Services$193,565ProgramServicesAmt
Management And General$362,311ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$75,618TotalAmt
Program Services$75,618ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$97,940TotalAmt
Program Services$87,203ProgramServicesAmt
Management And General$10,737ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$981,172TotalAmt
Program Services$751,835ProgramServicesAmt
Management And General$229,337ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$51,171TotalAmt
Program Services$51,171ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$25,037TotalAmt
Program Services$25,037ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$588TotalAmt
Management And General$588ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$83,797TotalAmt
Management And General$83,797ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$354,068TotalAmt
Management And General$354,068ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BOOKS AND SUPPLIES$494,578$412,920$81,658
CHARTER OVERSIGHT FEES$117,447$117,447
BAD DEBT EXPENSE$41,292$41,292
SPECIAL ED ENCROACHMENT$27,624$27,624

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,398,953TotalAmt
Program Services$11,423,424ProgramServicesAmt
Management And General$1,975,529ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$567,811BOYAmt
EOY$3,565,621EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$598,591BOYAmt
EOY$210,912EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,490,758BOYAmt
EOY$1,321,329EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$261,963BOYAmt
EOY$441,757EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,661,635LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,434,340LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$311,092BOYAmt
EOY$227,295EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$35,300BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,265,515BOYAmt
EOY$5,766,914EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$620,599BOYAmt
EOY$410,187EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$150,010BOYAmt
EOY$50,006EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$870,609BOYAmt
EOY$460,193EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,394,906BOYAmt
EOY$5,306,721EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,394,906BOYAmt
EOY$5,306,721EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,265,515BOYAmt
EOY$5,766,914EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,911,815ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$957,721OtherCostOrOtherBasisAmt
Depreciation$829,151DepreciationAmt
Book Value$128,570BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$703,914OtherCostOrOtherBasisAmt
Depreciation$605,189DepreciationAmt
Book Value$98,725BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$227,295TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,310,768TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$15,310,768RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$15,310,768TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,398,953TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$13,398,953ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,398,953TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE 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 4THE 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 6AS 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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JILL MARKS
EXECUTIVE DIRECTOR$176,200$0$0$0$0$0$18,060$0$0$0$194,260$0$0$0
AMY KERNAN
CHIEF ACADEMIC OFFICER$152,955$0$0$0$0$0$16,757$0$10,527$0$180,239$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA 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 12CALL 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 15CONTRACTS 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 19GOVERNING 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.

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