2021-05-17T16:27:16-05:00 2020-06-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2019-07-01 273946421 PATHWAYS MANAGEMENT GROUP INC PATH 6266833500 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 JOHN HALL PRESIDENT 6266833500 2021-05-17 1 JAMES A BERMUDEZ P00099878 9496007550 2021-05-17 2019 2022-09-23 18:48:47Z JOHN HALL 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 8937266 0 X NONE X 2010 CA MANAGEMENT OF CHARTER SCHOOLS 2 2 139 6 0 0 0 0 4257793 5491266 0 3446000 -181831 0 4075962 8937266 586085 85703 0 0 3092314 2508800 0 0 0 841686 3716985 4520085 6311488 -444123 2625778 31252146 29502515 5576649 1201240 25675497 28301275 MANAGEMENT OF CHARTER SCHOOLS 0 0 5172662 85703 4929182 THE ORGANIZATION MANAGES THE AFFILIATED ENTITIES' FACILITIES INCLUDING A GROUP OF CHARTER SCHOOLS AND PROVIDES THE EDUCATIONAL PROGRAMING FOR INDEPENDENT STUDY-BASED INSTRUCTION. 311100 PROGRAM FINANCING TO MANAGED ORGANIZATIONS 720854 250984 PROGRAM ACTIVITIES FROM THE WORKFORCE INNOVATION AND OPPORTUNITY ACT 5893516 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 46 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOHN HALL 6266833500 320 NORTH HALSTEAD ST 210 PASADENA CA 91107 MARY JENSEN BOARD MEMBER 4.00 0.00 X 0 0 0 DR STUART GOTHOLD BOARD MEMBER 4.00 0.00 X 0 0 0 JOHN HALL PRESIDENT 1.00 5.00 X 0 0 0 JOAN HALL VICE PRESIDENT 1.00 5.00 X 0 0 0 JAMIE DONAHUE SECRETARY 1.00 5.00 X 0 0 0 JOHN HALL JR TREASURER 1.00 5.00 X 0 0 0 JESSICA G RAY CHIEF ACADEMIC OFFICER 25.00 0.00 X 213457 0 9253 ROBERT VARTANIAN CHIEF INFORMATION OFFICER 25.00 0.00 X 57313 0 1433 HEATHER CLARK DIRECTOR OF EDUCATION SYSTEMS 25.00 0.00 X 135322 0 13718 ADRINEH TERANTONIANS DIRECTOR OF WIOA 25.00 0.00 X 114117 0 20843 KRISTI DUENAS SENIOR DIRECTOR OF ACADEMICS 25.00 0.00 X 144815 0 18916 MOLLY SIRCHER STUDENT ACCESS AND EXCELLENCE 25.00 0.00 X 113268 0 10140 GREGORY MARRERO DIRECTOR OF EDUCATION SYSTEMS 25.00 0.00 X 126422 0 8573 904714 0 82876 6 0 1 0 SNELL & WILMER LLP 400 E VAN BUREN PHOENIX AZ 85004 LAW FIRM (LEGAL CONSULTANT SERVICES) 173988 MAGINNIS KNECHTEL & MCLNTYRE 300 WEST COLORADO BLVD PASADENA CA 91105 CPA FIRM (TAX AND AUDIT SERVICES) 107075 2 MANAGEMENT SERVICES 611710 4929182 4929182 PROGRAM FINANCING 611710 311100 311100 GOVERNMENT PROGRAM 611710 250984 250984 5491266 3446000 0 3446000 3446000 3446000 8937266 5491266 0 3446000 85703 85703 633944 633944 1451767 1436062 15705 261283 261283 161806 161806 2341082 2341082 659714 573537 86177 206951 106281 100670 18827 2929 15898 140140 134216 5924 87476 72911 14565 77311 51917 25394 120994 1150 119844 DUES AND SUBSCRIPTION 25490 4736 20754 BAD DEBT EXPENSE 19711 19711 SERVICES CHARGES 13188 147 13041 STUDENT PROGRAM 3258 3258 2843 2843 6311488 5893516 417972 0 7548891 13917837 9706590 7419054 13549055 8029199 254501 44598 992862 908471 169546 84391 23563 7436 31252146 29502515 5576649 949540 251700 5576649 1201240 X 25675497 28301275 25675497 28301275 31252146 29502515 2625778 0 X 0 1 X 1 0 X X 5 PATHWAYS IN EDUCATION - ARIZONA INC 474306981 2 0 148754 2465573 PATHWAYS IN EDUCATION - ILLINOIS 203681896 2 0 1987394 0 PATHWAYS IN EDUCATION - LOUISIANA INC 203243066 2 0 423291 0 PATHWAYS IN EDUCATION - NAMPA INC 814963154 2 0 325863 264061 PATHWAYS IN EDUCATION - TENNESSEE 463518817 2 0 477520 0 5 3362822 2729634 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SECTION A LINE 1 SUPPORTED ORGANIZATIONS ARE NONPROFIT CHARTER SCHOOLS IDENTIFIED BY CLASS AND PURPOSE IN THE ORGANIZATION'S ARTICLES OF INCORPORATION. THE TYPES OF SERVICES PROVIDED INCLUDE SERVICES THAT WOULD HAVE TO BE PERFORMED BY THE CHARTER SCHOOLS IF THEY WERE NOT PERFORMED BY THE SUPPORTING ORGANIZATION. THROUGH THE USE OF THE SUPPORTING ORGANIZATION, SERVICES ARE CENTRALIZED AND PROVIDE ECONOMIES OF SCALE AS HAS BEEN THE HISTORIC MODE OF OPERATION AND MODEL OF SUCCESS OF NONPROFIT CHARTER SCHOOL EDUCATION. SECTION D LINE 3 THROUGH REPRESENTATION AT REGULARLY AND CONTINUOUSLY HELD MANAGEMENT, PLANNING, AND BOARD MEETINGS AND PURSUANT TO WRITTEN AGREEMENT, SUPPORTED ORGANIZATIONS RETAIN OVERSIGHT BY REQUIRING THE SUPPORTING ORGANIZATION TO PROVIDE TO THE GOVERNING BOARDS INFORMATION SUFFICIENT TO ENABLE THE SUPPORTED ORGANIZATIONS TO MONITOR THE SUFFICIENCY OF SERVICES PROVIDED. SECTION E LINE 2 THE ORGANIZATION PROVIDES ESSENTIAL SERVICES TO EDUCATIONAL ORGANIZATIONS ALLOWING THEM TO CARRY OUT AND FURTHER THEIR EXEMPT EDUCATIONAL PURPOSE. THESE ACTIVITIES ARE REGULARLY MONITORED BY MANAGEMENT AND THE GOVERNING BODY. SEE SECTION D FOR RESPONSIVENESS. 642268 557877 84391 350594 350594 0 84391 8937266 0 8937266 0 8937266 6311488 0 6311488 0 6311488 1 PATHWAYS IN EDUCATION-ARIZONA INC 320 NORTH HALSTEAD STE 210 PASADENA CA 91107 474306981 501(C)(3) 61928 FOR PIE INC PROGRAM PATHWAYS IN EDUCATION-NAMPA INC 320 NORTH HALSTEAD STE 210 PASADENA CA 91107 814963154 501(C)(3) 23775 FOR PIE INC PROGRAM 2 PART I, LINE 2: PIE INC PROGRAM TEACHERS AND MANAGERS RECORD ALL THE ACTUAL SPENDING ON THE STUDENT ROSTER, COLLECT AND SAVE ALL THE INVOICES. THE BOARD WILL REVIEW THE INVOICES AND APPROVE THE DONATION BASED ON AGREEMENT. PMG WILL DONATE THE AMOUNT OF ACTUAL EXPENDITURES THE BOARD APPROVED. X X 0 0 0 0 0 0 0 0 0 JESSICA G RAY CHIEF ACADEMIC OFFICER 213457 0 0 0 0 0 3284 0 5969 0 222710 0 0 0 KRISTI DUENAS SENIOR DIRECTOR OF ACADEMICS 144815 0 0 0 0 0 2056 0 16860 0 163731 0 0 0 EDUCATION MANAGMENT SERVICES III SEE PART V 169584 EVENTS SUPPLIES AND SERVICE 0 EDUCATION DYNAMICS INC SEE PART V 24578 COMPUTER & NETWORK SERVICES 0 LUPINE PROPERTIES LLC SEE PART V 36159 MAINTENANCE & PROPERTY MGMT 0 9 DOT EDUCATION SOLUTIONS LLC SEE PART V 46000 STAFFING/ PAYROLL/ ACCOUNTING SVCS 0 EAGLE EYE TITLE HOLDING CORPORATION 501(C)(2) AFFILIATE 170106 OCCUPANCY 0 FARM STAY INN LLC SEE PART V 28287 OCCUPANCY 0 EDUCATION MANAGMENT SERVICES INC SEE PART V 194224 PURCHASE 0 HAWKEYE PROPERTIES INC SEE PART V 129889 OCCUPANCY / GRANT WRITING AND OTHER WIOA SVS 0 SCHEDULE L PART IV PMG RECEIVES COMPUTER CONSULTING AND NETWORK MAINTENANCE SERVICES FROM EDUCATION DYNAMICS, INC. AND ITS SUBSIDIARY; PURCHASES CERTAIN EVENTS MATERIALS, SUPPLIES AND SERVICES FROM EDUCATION MANAGMENT SYSTEMS III, INC (EMS III); RECEIVES MAINTENANCE/PROPERTY MANAGMENT SERVICES FROM LUPINE PROPERTIES, LLC, A SUBSIDIARY OF EMS III; AND RECEIVES HUMAN RESOURCE/STAFFING SERVICES FROM 9 DOT EDUCATION SOLUTIONS, LLC, A SUBSIDIARY OF EMS III; RECEIVES PROPERTY MANAGEMENT SERVICES FROM EAGLE EYE TITLE HOLDING CORPORATION, A SUBSIDIARY OF HAWKEYE PROPERTIES INC; RECEIVES LODGING AND EVENT SERVICES FROM FARM STAY INN, LLC, A SUBSIDIARY OF PATHWAYS IN EDUCATION - MENDOCINO, INC; PURCHASES VARIOUS SUPPLIES FROM EDUCATION MANAGEMENT SYSTEMS, INC. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS: JOHN HALL, PRESIDENT JOAN HALL, VICE PRESIDENT JOHN HALL, JR, TREASURER JAMIE DONAHUE, SECRETARY FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY TAX PROFESSIONALS AND FORWARDED TO MANAGEMENT. MANAGEMENT REVIEWS AND SENDS QUESTIONS AND COMMENTS BACK TO THE TAX PREPARER FOR DISCUSSION AND CLARIFICATION. AFTER ANY NEEDED REVISIONS ARE MADE, THE FINAL FORM 990 IS DISTRIBUTED TO THE DIRECTORS. EACH DIRECTOR THEN GIVES WRITTEN CONSENT APPROVING THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES A WRITTEN CONFLICT OF INTEREST POLICY TO THE BOARD OF DIRECTORS AND OFFICERS. NO DIRECTOR OR BOARD OF DIRECTORS SHALL VOTE ON ANY MATTER OR TRANSACTION CONCERNING OR WITH ANY INDIVIDUAL, ENTITY OR MATTER WITH SUCH DIRECTOR HAS, OR HAD, ANY SUBSTANTIAL OWNERSHIP, EMPLOYMENT, FIDUCIARY CONTRACTUAL OR CREDITOR RELATIONSHIP. EACH DIRECTOR SHALL DISCLOSE IN WRITING ALL CONFLICTS TO THE BOARD OF DIRECTORS PRIOR TO THE DISCUSSION BY THE BOARD OF DIRECTORS AND SHALL DRAW TO THE ATTENTION OF THE BOARD OF DIRECTORS SUCH CONFLICT AT ANY SUBSEQUENT MEETINGS AT WHICH SUCH MATTER OR TRANSACTION IS DISCUSSED. FOLLOWING SUCH DISCLOSURE, A DIRECTOR SHALL BE ENTITLED TO TAKE PART IN THE DISCUSSIONS OF THE BOARD OF DIRECTORS CONCERNING SUCH MATTER AND SHALL BE CONSIDERED IN DETERMINING WHETHER A QUORUM IS PRESENT. THE QUESTION OF WHETHER A CONFLICT EXISTS SHALL, IN THE ABSENCE OF CERTAINTY, BE DETERMINED BY THE VOTE OF A MAJORITY OF DISINTERESTED DIRECTORS PRESENT AT THE MEETING CALLED FOR THE PURPOSE OF DISCUSSING THE TRANSACTION NOR MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 DIRECTORS SHALL NOT RECEIVE COMPENSATION FOR THE SERVICES, BUT THEY MAY BE REIMBURSED REASONABLE EXPENSES IN CONNECTION WITH THEIR SERVICES AS DIRECTORS. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD BASED IN PART ON COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND RECENT FEDERAL INCOME TAX RETURNS ARE MADE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S PRINCIPAL OFFICE DURING NORMAL BUSINESS HOURS. PERSISTENCE & POSITIVITY INC 320 NORTH HALSTEAD ST STE 280 PASADENA CA 91107 271001321 EDUCATION CA 501(C)(3) LINE 7 N/A 0 PATHWAYS IN EDUCATION-LOUISIANA INC 320 N HALSTEAD ST PASADENA CA 91107 203243066 EDUCATION CA 501(C)(3) LINE 2 ED IN MOTION 0 PATHWAYS IN EDUCATION-ARIZONA INC 320 N HALSTEAD ST PASADENA CA 91107 474306981 EDUCATION CA 501(C)(3) LINE 2 ED IN MOTION 0 PATHWAYS IN EDUCATION-ILLINOIS 320 N HALSTEAD ST PASADENA CA 91107 203681896 EDUCATION CA 501(C)(3) LINE 2 ED IN MOTION 0 PATHWAYS IN EDUCATION-TENNESSEE 320 N HALSTEAD ST PASADENA CA 91107 463518817 EDUCATION CA 501(C)(3) LINE 2 ED IN MOTION 0 PATHWAYS IN EDUCATION - NAMPA INC 320 N HALSTEAD ST PASADENA CA 91107 814963154 EDUCATION CA 501(C)(3) LINE 2 NONE 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 PATHWAYS IN EDUCATION - LOUISIANA INC L 494919 CONTRACT PATHWAYS IN EDUCATION - ARIZONA INC L 193034 CONTRACT PATHWAYS IN EDUCATION - ARIZONA INC D 2465573 NEEDS BASED PATHWAYS IN EDUCATION - ILLINOIS L 2737073 CONTRACT PATHWAYS IN EDUCATION - TENNESSEE L 614680 CONTRACT PATHWAYS IN EDUCATION - NAMPA L 522862 CONTRACT PATHWAYS IN EDUCATION - NAMPA D 264061 NEEDS BASED PATHWAYS IN EDUCATION-MENDOCINO INC R 7844 FMV