2020-03-06T07:18:08-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2018-07-01 233060542 MASTERY CHARTER HIGH SCHOOL MAST 2158669000 5700 WAYNE AVENUE PHILADELPHIA PA 19144 SCOTT GORDON CEO 2158669000 2020-03-03 1 DAVE SEKERAK P01395497 2156433900 2020-03-03 67.137.57.251 2020-03-03 07:14:07 ES P 3EEEC8B090C07D7EECF61F1A8A191FC1967D2E7A 59AF7F7AE0AD7FB228FE1884CD01039D19CBB9C6 2018 2020-09-23 17:36:50Z SCOTT GORDON 5700 WAYNE AVENUE PHILADELPHIA PA 19144 44287020 0 X WWW.MASTERYCHARTER.ORG X 2000 PA STUDENTS LEARN THE SKILLS NEEDED FOR POST SECONDARY SUCCESS AND ARE ABLE TO PURSUE THEIR DREAMS. 3 3 308 18 35700 0 12111518 13670528 26034744 30540410 4672 29583 36152 46499 38187086 44287020 874341 1513768 0 0 22083276 21090230 0 0 0 11947742 16120295 34905359 38724293 3281727 5562727 23179987 24564494 39921113 35742893 -16741126 -11178399 ALL STUDENTS LEARN THE ACADEMIC AND PERSONAL SKILLS THEY NEED TO BE TRULY PREPARED FOR POSTSECONDARY SUCCESS AND ABLE TO PURSUE THEIR DREAMS. 0 0 26310893 1513768 30540410 MASTERY SCHOOLS INTEGRATES EDUCATIONAL BEST PRACTICES AND EFFECTIVE MANAGEMENT TO DRIVE STUDENT ACHIEVEMENT. OUR ACADEMIC STAFF IS OUTSTANDING AND RELENTLESSLY COMMITTED TO STUDENT ACHIEVEMENT AND CONTINUALLY IMPROVE THEIR CRAFT THROUGH HIGHLY-EFFECTIVE PROFESSIONAL DEVELOPMENT, COACHING, AND COLLABORATIVE SUPPORT. INSTRUCTION IS GROUNDED BY A COMMON PEDAGOGICAL VISION AND GUIDED BY RIGOROUS STANDARDS-BASED CURRICULA. WE ALIGN ASSESSMENTS TO CLEAR AND MEANINGFUL OBJECTIVES AND USE ASSESSMENT DATA TO TARGET AREAS OF NEED.MASTERY CHARTER HIGH SCHOOL SERVES STUDENTS IN GRADES 7-12. 26310893 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 308 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2158669000 5700 WAYNE AVENUE PHILADELPHIA PA 19144 ROBERT VICTOR CHAIR 0.35 X X 0 0 0 GERRY EMERY TREASURER 0.35 X X 0 0 0 ROBIN LYNN OLANREWAJU SECRETARY 0.35 X X 0 0 0 SCOTT GORDON CHIEF EXECUTIVE OFFICER 40.00 X 231507 0 93034 YONCA AGATAN CHIEF FINANCIAL OFFICER 40.00 X 193849 0 68641 CHRISTOPHER ZIEMBA PRINCIPAL 40.00 X 131801 0 60863 JEFFREY PESTRAK EXECUTIVE SCHOOLS OFFICER 40.00 X 196812 0 82445 JOSEPH FERGUSON CHIEF OPERATING OFFICER 40.00 X 182238 0 77405 PETER LEE CHIEF INFORMATION OFFICER 40.00 X 190109 0 61297 LAURA CLANCY CHIEF TALENT OFFICER 40.00 X 175429 0 28695 JESSICA VAREVICE CHIEF ACADEMIC OFFICER 40.00 X 157054 0 27777 MATTHEW TROHA REGIONAL SCHOOLS OFFICER 45.00 X 187898 0 80004 BRIAN MCLAUGHLIN REGIONAL SCHOOLS OFFICER 45.00 X 187788 0 80004 DEBRA DURSO REGIONAL SCHOOLS OFFICER 45.00 X 186145 0 80004 LUCILLA RA'IFA REGIONAL SCHOOLS OFFICER 45.00 X 173788 0 71936 THOMAS GREENWOOD DEPUTY CHIEF OF FINANCE (TO 6/19/19) 40.00 X 169576 0 28403 2363994 0 840508 43 0 1 0 NUTRITION INC 580 WENDEL ROAD SUITE 100 IRWIN PA 15642 FOOD SERVICES 4613241 COMCAST PO BOX 37601 PHILADELPHIA PA 19101 TECHNOLOGY 903509 EPLUS TECHNOLOGY INC PO BOX 404398 ATLANTA GA 30384 TECHNOLOGY 555937 THE ULTIMATE SOFTWARE GROUP INC 1485 NORTH PARK DRIVE WESTON FL 33326 TECHNOLOGY 443070 RELAY SCHOOL OF EDUCATION 25 BROADWAY 3RD FLOOR NEW YORK NY 10004 EDUCATIONAL SERVICES 367715 25 12804485 866043 173126 13670528 NST FEE MANAGEMENT REVENUE 611710 20891730 20891730 DISTRICT SUBSIDIES 611110 8392868 8392868 E-RATE 611110 366978 366978 ENGLISH AS A 2ND LANGUAGE PROGRAM 611110 342000 342000 EARLY COLLEGE PROGRAM 611110 288800 288800 258034 258034 30540410 29583 29583 FOOD SERVICE REVENUE 453000 29970 29970 MISCELLANEOUS REVENUE 900099 10770 10770 PARKING REVENUE 812930 5730 5730 29 29 46499 44287020 30540410 35700 40382 X 1513768 1513768 1920437 704325 1216112 15763146 10249260 5513886 -644594 -448690 -195904 2805740 1688243 1117497 1245501 801461 444040 193188 12482 180706 950848 950848 4537508 2613940 1923568 389723 4146 385577 596206 267678 328528 1223579 1028868 194711 413794 413794 584244 450618 133626 312338 154776 157562 6178 6178 1412469 1412469 36566 36566 FOOD SERVICE EXPENSE 4597479 4597479 SPECIAL EDUCATION 335404 335404 BOOKS 291173 290741 432 FURNITURE/EQUIPMENT 173030 171913 1117 66568 48218 18350 38724293 26310893 12413400 0 1832669 5816107 3382535 2334381 2459761 2335488 1000000 328480 153452 21269540 11134713 9890535 10134827 5286007 2790239 23179987 24564494 5546328 4929400 891511 138370 86868 63382 1000000 33396406 29611741 39921113 35742893 X -16741126 -11178399 -16741126 -11178399 23179987 24564494 5562727 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267500 267500 12746614 6151307 6595307 6815503 3822157 2993346 1439923 1161249 278674 10134827 DUE FROM OTHER GOVERNMENTAL ENTITIES 34939 DUE FROM MASTERY CHARTER SCHOOL FOUNDATION 35549 DEFERRED OUTFLOWS FROM PENSIONS 2648000 DEFERRED OUTFLOWS FROM OPEB (OTHER POSTEMPLOYMENT BENEFITS) 71751 2790239 DUE TO OTHER GOVERNMENTAL ENTITIES 3758 NET OPEB LIABILITY 978000 NET PENSION LIABILITY 22514000 DEFERRED INFLOWS FROM PENSIONS 5839841 DEFERRED INFLOWS FROM OPEB 276142 29611741 45204740 917720 917720 44287020 0 44287020 39642013 917720 917720 38724293 0 38724293 PART XI, LINE 2D - OTHER ADJUSTMENTS: ELIMINATE INTERNAL TECHNOLOGY FEE 52,836. ELIMINATE INTERNAL MANAGEMENT FEE 839,287. ELIMINATE INTERNAL GRANT 25,597. PART XII, LINE 2D - OTHER ADJUSTMENTS: ELIMINATE INTERNAL TECHNOLOGY FEE 52,836. ELIMINATE INTERNAL MANAGEMENT FEE 839,287. ELIMINATE INTERNAL GRANT 25,597. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE STUDENT/PARENT HANDBOOK IS DISTRIBUTED ANNUALLY TO ALL FAMILIES AND IS PUBLISHED ON OUR WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES VARIOUS GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION, PASSED THROUGH THE PENNSYLVANIA DEPARTMENT OF EDUCATION, AND ALSO PARTICIPATES IN VARIOUS REIMBURSEMENT PROGRAMS WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION. 1 MASTERY CHARTER SCHOOL - THOMAS CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861191 501(C)(3) 58519 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - SHOEMAKER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861234 501(C)(3) 38590 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - PICKETT CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 651308951 501(C)(3) 44574 PROGRAM EXPENSES MASTERY CHARTER SCHOOL JOHN WISTER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 812713543 501(C)(3) 131450 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - GRATZ CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107493 501(C)(3) 188906 PROGRAM EXPENSES MASTERY PREP ELEMENTARY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 824221501 501(C)(3) 523934 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - HARRITY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575445 501(C)(3) 29173 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - MANN ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575568 501(C)(3) 15108 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575502 501(C)(3) 93484 PROGRAM EXPENSES HARDY WILLIAMS ACADEMY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 522173268 501(C)(3) 23235 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - CLYMER ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107667 501(C)(3) 45088 PROGRAM EXPENSES GROVER CLEVELAND MASTERY CHARTER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 455142446 501(C)(3) 29250 PROGRAM EXPENSES MASTERY CHARTER SCHOOL PASTORIUS - RICHARDSON ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 462846820 501(C)(3) 143207 PROGRAM EXPENSES FREDERICK DOUGLASS MASTERY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 800619248 501(C)(3) 32500 PROGRAM EXPENSES MASTERY SCHOOLS OF CAMDEN 5700 WAYNE AVENUE PHILADELPHIA PA 19144 465158488 501(C)(3) 116750 PROGRAM EXPENSES 15 0 PART I, LINE 2: THE ORGANIZATION GRANTS FUNDS ONLY TO OTHER 501(C)(3) PUBLIC CHARITY CHARTER SCHOOLS WITHIN THE MASTERY CHARTER SCHOOL NETWORK. THE ORGANIZATION'S SHARED MANAGEMENT TEAM MONITORS THE PROPER USE OF ALL GRANT FUNDS. X X X X 0 0 0 0 0 0 0 0 0 SCOTT GORDON CHIEF EXECUTIVE OFFICER 222098 0 9409 0 0 0 73182 0 19852 0 324541 0 0 0 YONCA AGATAN CHIEF FINANCIAL OFFICER 193849 0 0 0 0 0 62308 0 6333 0 262490 0 0 0 CHRISTOPHER ZIEMBA PRINCIPAL 125801 0 6000 0 0 0 40824 0 20039 0 192664 0 0 0 JEFFREY PESTRAK EXECUTIVE SCHOOLS OFFICER 189532 0 7280 0 0 0 62521 0 19924 0 279257 0 0 0 JOSEPH FERGUSON CHIEF OPERATING OFFICER 182238 0 0 0 0 0 59489 0 17916 0 259643 0 0 0 PETER LEE CHIEF INFORMATION OFFICER 185109 0 5000 0 0 0 60397 0 900 0 251406 0 0 0 LAURA CLANCY CHIEF TALENT OFFICER 175429 0 0 0 0 0 8771 0 19924 0 204124 0 0 0 JESSICA VAREVICE CHIEF ACADEMIC OFFICER 157054 0 0 0 0 0 7853 0 19924 0 184831 0 0 0 MATTHEW TROHA REGIONAL SCHOOLS OFFICER 182898 0 5000 0 0 0 60037 0 19967 0 267902 0 0 0 BRIAN MCLAUGHLIN REGIONAL SCHOOLS OFFICER 187788 0 0 0 0 0 60037 0 19967 0 267792 0 0 0 DEBRA DURSO REGIONAL SCHOOLS OFFICER 186145 0 0 0 0 0 60037 0 19967 0 266149 0 0 0 LUCILLA RA'IFA REGIONAL SCHOOLS OFFICER 173788 0 0 0 0 0 56034 0 15902 0 245724 0 0 0 THOMAS GREENWOOD DEPUTY CHIEF OF FINANCE (TO 6/19/19) 169576 0 0 0 0 0 8479 0 19924 0 197979 0 0 0 X 1 173126 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART IV, LINE 11F: MASTERY CHARTER HIGH SCHOOL'S 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 VI, SECTION A, LINE 4 NEW BYLAWS WERE ADOPTED ON DECEMBER 16, 2019 THAT INCLUDE A CHANGE IN THE COMPOSITION OF THE BOARD FROM "UP TO TWENTY MEMBERS REPRESENTING PARENTS AND BUSINESS, ACADEMIC AND COMMUNITY LEADERS" TO "NO LESS THAN THREE AND NO MORE THAN SEVEN MEMBERS INCLUDING AT LEAST ONE PERSON WHO IS A PARENT OF A STUDENT CURRENTLY ENROLLED AT OR GRADUATED FROM ANY MASTERY SCHOOL WITHIN THE PAST FOUR YEARS AND WHO IS NOMINATED BY THE MASTERY PARENT ACTION TEAM." FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CHIEF EXECUTIVE OFFICER (CEO) AND BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND COVERED PERSONS MUST ADHERE TO THE CONFLICT OF INTEREST POLICY. EMPLOYEES UNSURE AS TO WHETHER A CERTAIN TRANSACTION, ACTIVITY, OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST SHOULD DISCUSS IT WITH THEIR IMMEDIATE SUPERVISOR OR HUMAN RESOURCES FOR CLARIFICATION. ANY EXCEPTIONS TO THE POLICY MUST BE APPROVED IN WRITING BY THE CEO. FAILURE TO ADHERE TO THIS POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS OR TO SEEK AN EXCEPTION, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. COVERED PERSONS INCLUDE BOARD MEMBERS AND ADMINISTRATORS (DEFINED AS THOSE WHO (A) TAKE OR RECOMMEND OFFICIAL ACTION WHICH IS "NON-MINISTERIAL", THAT IS, THE ACTION IS DISCRETIONARY OR (B) WHO EXERCISE MANAGEMENT OR OPERATIONAL OVERSIGHT). ALL COVERED PERSONS SHALL FILE ANNUALLY A STATEMENT OF FINANCIAL INTEREST WITH THE SCHOOL AT WHICH THEY ARE EMPLOYED OR ON WHICH BOARD THEY SERVE. ANY COVERED PERSON WHO BELIEVES HIMSELF TO HAVE A CONFLICT SHOULD SEEK ADVICE OF COUNSEL AND, IF SO ADVISED, SHOULD RECUSE HIMSELF FROM PARTICIPATION IN THE ACTION CREATING THE POTENTIAL CONFLICT. IF THE COVERED PERSON IS A MEMBER OF THE BOARD AND, IF ADVISED BY COUNSEL, HE SHOULD ALSO DISCLOSE THE POTENTIAL CONFLICT AT THE MEETING OF THE BOARD. SUBJECT TO THE PROVISIONS OF THE PENNSYLVANIA PUBLIC OFFICIAL AND EMPLOYEE ETHICS ACT, CONTRACTS BETWEEN A MASTERY SCHOOL AND A BUSINESS IN WHICH THE COVERED PERSON OR HIS SPOUSE OR CHILD IS ASSOCIATED ARE PROHIBITED. FORM 990, PART VI, SECTION B, LINE 15 CEO, OFFICER AND KEY EMPLOYEE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE USES SURVEY DATA AND INFORMATION FROM COMPARABLE ORGANIZATIONS' FORM 990 TO ANALYZE AND COMPARE COMPENSATION AND MAKE RECOMMENDATIONS TO THE BOARD FOR ITS APPROVAL. THE DELIBERATION BY THE COMPENSATION COMMITTEE AND APPROVAL BY THE BOARD IS DOCUMENTED IN EACH COMMITTEE'S MINUTES. FORM 990, PART VI, SECTION C, LINE 19 MASTERY CHARTER HIGH SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 598,210. MANAGEMENT AND GENERAL EXPENSES 1,664,979. TOTAL EXPENSES 2,263,189. DISCIPLINARY PLACEMENTS: PROGRAM SERVICE EXPENSES 121,414. TOTAL EXPENSES 121,414. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 178,606. MANAGEMENT AND GENERAL EXPENSES 47,007. TOTAL EXPENSES 225,613. COLLEGE INITIATIVES: PROGRAM SERVICE EXPENSES 66,084. TOTAL EXPENSES 66,084. COMMUNITY COLLEGE OF PHILADELPHIA EARLY COLLEGE PROGRAM: PROGRAM SERVICE EXPENSES 111,173. TOTAL EXPENSES 111,173. TRANSITION ASSISTANCE PROGRAM: PROGRAM SERVICE EXPENSES 327,600. TOTAL EXPENSES 327,600. SPECIAL EDUCATION SERVICES: PROGRAM SERVICE EXPENSES 194,041. TOTAL EXPENSES 194,041. PARAPROFESSIONALS: PROGRAM SERVICE EXPENSES 51,962. TOTAL EXPENSES 51,962. BUSINESS SERVICES: PROGRAM SERVICE EXPENSES 1,082. MANAGEMENT AND GENERAL EXPENSES 29,854. TOTAL EXPENSES 30,936. PROFESSIONAL DEVELOPMENT-TRAINING: PROGRAM SERVICE EXPENSES 721,342. MANAGEMENT AND GENERAL EXPENSES 19,426. TOTAL EXPENSES 740,768. MIDDLE SCHOOL ALTERNATIVE PUPIL SUPPORT FEES: PROGRAM SERVICE EXPENSES 237,926. TOTAL EXPENSES 237,926. EMOTIONAL SUPPORT FEES: PROGRAM SERVICE EXPENSES 4,500. TOTAL EXPENSES 4,500. PLACEMENTS/SEARCH FEES: MANAGEMENT AND GENERAL EXPENSES 162,302. TOTAL EXPENSES 162,302.