ZETA CHARTER SCHOOLS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZETA CHARTER SCHOOLS INC (EIN 82-1888771)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202021979349304452
- Schema version
- 2018v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T12:53:28-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821888771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA CHARTER SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZETA | BusinessNameControlTxt |
| Phone | 9173302296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ALEXANDER AVE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10454 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY KIM | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9173302296 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.175.34.111 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 11:28:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B29914CEB47F2C50F9800CDE5B5AE22990D509AB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | EMILY KIM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ALEXANDER AVE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,374,556 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ZETASCHOOLS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | ZETA CHARTER SCHOOLS INC, IS DEDICATED TO SUPPORTING SCHOOLS, ASSISTING IN THE CREATION OF SCHOOLS, AND UNDERTAKING OTHER ACTIVITIES AS ARE CONSISTENT WITH THE GOAL OF PROMOTING AND SUPPORTING EDUCATIONAL ACHIEVEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,231,746 | PYContributionsGrantsAmt |
| CY Contributions Grants | $994,929 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,379,202 | CYProgramServiceRevenueAmt |
| PY Investment Income | $270 | PYInvestmentIncomeAmt |
| CY Investment Income | $425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,232,016 | PYTotalRevenueAmt |
| CY Total Revenue | $4,374,556 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $331,205 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $327,395 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,344,584 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $78,827 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $286,035 | PYOtherExpensesAmt |
| CY Other Expenses | $2,269,998 | CYOtherExpensesAmt |
| PY Total Expenses | $613,430 | PYTotalExpensesAmt |
| CY Total Expenses | $3,945,787 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,618,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $428,769 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,972,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,308,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,353,637 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,260,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,618,586 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,047,355 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ZETA CHARTER SCHOOLS INC, IS DEDICATED TO SUPPORTING SCHOOLS, ASSISTING IN THE CREATION OF SCHOOLS, AND UNDERTAKING OTHER ACTIVITIES AS ARE CONSISTENT WITH THE GOAL OF PROMOTING AND SUPPORTING EDUCATIONAL ACHIEVEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,100,851 | ExpenseAmt |
| Grant | $331,205 | GrantAmt |
| Revenue | $3,379,202 | RevenueAmt |
| Desc | ZETA CHARTER SCHOOLS, INC. BUILDS AND SUPPORTS THE ZETA CHARTER SCHOOLS NYC NETWORK OF HIGH PERFORMING SCHOOLS THAT FORGE THRIVING COMMUNITIES OF LIFELONG LEARNERS, PROBLEM SOLVERS AND INNOVATORS. THE ORGANIZATION PROVIDES STARTUP AND ONGOING ACADEMIC, BUSINESS AND DEVELOPMENT SUPPORT TO THE SCHOOLS. | Desc |
| Total Program Service Expenses | $3,100,851 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY KIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9173302296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ALEXANDER AVE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10454 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALLEN THORPE | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA ZHANG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN HIRSH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY KIM | |||||||
| CEO | 50.00 | Yes (X) | $246,266 | $0 | $8,120 | ||
| PAOLA STEPANIAN | |||||||
| MANAGING DIR. OF ACADEMICS | 50.00 | $140,070 | $0 | $9,891 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $386,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,011 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VRD CONTRACTING | |||||
| 25 ANDREA ROAD | HOLBROOK | NY | 11741 | CONSTRUCTION SERVICES | $233,597 |
| CHARTER SCHOOL BUSINESS MANAGEMENT | |||||
| 237 WEST 35TH STREET STE 301 | NEW YORK | NY | 10001 | FINANCIAL MANAGEMENT SERVICES | $217,063 |
| KING ROSE OF NY INC | |||||
| 307 WEST 38TH STREET STE 1701 | NEW YORK | NY | 10018 | CONSTRUCTION SERVICES | $194,767 |
| INTERIOR BUILDING SERVICES INC | |||||
| 247 WEST 37TH STREET 12TH FL | NEW YORK | NY | 10018 | CONSTRUCTION SERVICES | $153,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $994,929 | AllOtherContributionsAmt |
| Total Contributions | $994,929 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL FEES | 532000 | $2,331,269 | $2,331,269 |
| SCHOOL MANAGEMENT FEES | 541610 | $1,047,933 | $1,047,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,379,202 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $425 | TotalRevenueColumnAmt |
| Exclusion | $425 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,374,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,379,202 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $425 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,205 | TotalAmt |
| Program Services | $331,205 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,257 | TotalAmt |
| Program Services | $190,192 | ProgramServicesAmt |
| Management And General | $41,891 | ManagementAndGeneralAmt |
| Fundraising | $10,174 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,593 | TotalAmt |
| Program Services | $719,602 | ProgramServicesAmt |
| Management And General | $158,497 | ManagementAndGeneralAmt |
| Fundraising | $38,494 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,011 | TotalAmt |
| Program Services | $20,421 | ProgramServicesAmt |
| Management And General | $4,498 | ManagementAndGeneralAmt |
| Fundraising | $1,092 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,239 | TotalAmt |
| Program Services | $52,003 | ProgramServicesAmt |
| Management And General | $11,454 | ManagementAndGeneralAmt |
| Fundraising | $2,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,484 | TotalAmt |
| Program Services | $73,393 | ProgramServicesAmt |
| Management And General | $16,165 | ManagementAndGeneralAmt |
| Fundraising | $3,926 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,664 | TotalAmt |
| Program Services | $59,513 | ProgramServicesAmt |
| Management And General | $76,151 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,853 | TotalAmt |
| Management And General | $20,853 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Management And General | $27,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,464 | TotalAmt |
| Program Services | $193,636 | ProgramServicesAmt |
| Management And General | $197,828 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,437 | TotalAmt |
| Program Services | $52,939 | ProgramServicesAmt |
| Management And General | $10,360 | ManagementAndGeneralAmt |
| Fundraising | $1,138 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,163 | TotalAmt |
| Program Services | $22,061 | ProgramServicesAmt |
| Management And General | $4,628 | ManagementAndGeneralAmt |
| Fundraising | $474 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,138 | TotalAmt |
| Program Services | $23,938 | ProgramServicesAmt |
| Management And General | $4,685 | ManagementAndGeneralAmt |
| Fundraising | $515 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,394 | TotalAmt |
| Program Services | $816,947 | ProgramServicesAmt |
| Management And General | $12,447 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,092 | TotalAmt |
| Program Services | $25,544 | ProgramServicesAmt |
| Management And General | $4,999 | ManagementAndGeneralAmt |
| Fundraising | $549 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736 | TotalAmt |
| Program Services | $605 | ProgramServicesAmt |
| Management And General | $118 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,600 | TotalAmt |
| Management And General | $87,600 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,738 | TotalAmt |
| Program Services | $345,231 | ProgramServicesAmt |
| Management And General | $76,039 | ManagementAndGeneralAmt |
| Fundraising | $18,468 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,203 | TotalAmt |
| Program Services | $50,435 | ProgramServicesAmt |
| Management And General | $768 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $77,403 | $76,241 | $1,162 | |
| STAFF DEVELOPMENT | $49,248 | $40,460 | $7,918 | $870 |
| OTHER | $7,865 | $6,485 | $1,048 | $332 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,945,787 | TotalAmt |
| Program Services | $3,100,851 | ProgramServicesAmt |
| Management And General | $766,109 | ManagementAndGeneralAmt |
| Fundraising | $78,827 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,888 | BOYAmt |
| EOY | $681,206 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,292 | BOYAmt |
| EOY | $477,172 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,152 | BOYAmt |
| EOY | $252,864 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $52,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,922,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $439,738 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,679 | BOYAmt |
| EOY | $2,482,502 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,212 | BOYAmt |
| EOY | $2,352,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,972,223 | BOYAmt |
| EOY | $6,308,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,637 | BOYAmt |
| EOY | $298,239 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,000 | BOYAmt |
| EOY | $2,962,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,637 | BOYAmt |
| EOY | $3,260,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,618,586 | BOYAmt |
| EOY | $2,627,355 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $420,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,618,586 | BOYAmt |
| EOY | $3,047,355 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,972,223 | BOYAmt |
| EOY | $6,308,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $428,769 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,231,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $994,929 | CurrentTaxYearAmt |
| Total | $4,226,675 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,231,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $994,929 | CurrentTaxYearAmt |
| Total | $4,226,675 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,228,011 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,998,664 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $425 | CurrentTaxYearAmt |
| Total | $695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,227,370 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,379,202 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,188,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,057 | DepreciationAmt |
| Book Value | $1,836,947 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,376 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,378 | DepreciationAmt |
| Book Value | $137,998 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $574,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,303 | DepreciationAmt |
| Book Value | $507,557 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,482,502 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM ZETA CHARTER SCHOOLS - NYC | $2,127,837 |
| DEFERRED RENT | $70,574 |
| SECURITY DEPOSITS | $153,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,352,051 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,597,182 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $222,626 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $222,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,374,556 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,374,556 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,168,413 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $222,626 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $222,626 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,945,787 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,945,787 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE NETWORK RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE NETWORK HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ALL FORMS 990 FILED BY THE NETWORK ARE SUBJECT TO EXAMINATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZETA CHARTER SCHOOLS - NEW YORK CITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 WEST 85TH STREET 2B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 823452377 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $331,205 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL INCOME FROM A GRANT AND EXPENDITURES FROM THAT GRANT ARE ACCOUNTED FOR AS A DISTINCT, SEPARATE CATEGORY WITHIN OUR ACCOUNTING SYSTEM. THE PROGRAM ASSOCIATE USES DOCUMENTATION OF GRANT RESTRICTIONS TO DETERMINE WHAT EXPENSE CATEGORIES EACH FUNDER HAS COMMITTED TO FUND. PERIODICALLY, THE PROGRAM ASSOCIATE PRODUCES FUNDER REPORTS THAT TRACK EXPENSES FOR CURRENT AND PREVIOUS YEARS (TRANSFERS FROM TEMPORARILY RESTRICTED FUNDS) AND PROVIDES THEM TO MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY KIM | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $246,266 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,375 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,745 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $254,386 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | PAOLA STEPANIAN RECEIVED A BOARD-APPROVED PERFORMANCE-BASED BONUS IN FY19 IN THE AMOUNT OF $3,000. THIS AMOUNT IS REPORTED IN BOX 5 ON THE 2018 FORM W-2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USES TRINET, A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO"). AS A PROFESSIONAL EMPLOYER ORGANIZATION, TRINET PROVIDES PROFESSIONAL EMPLOYER SERVICES TO ZETA CHARTER SCHOOLS, INC. IN THE PEO RELATIONSHIP TRINET AND ZETA CHARTER SCHOOLS, INC. SHARE CERTAIN RESPONSIBILITIES AND ALLOCATE OTHER EMPLOYER RESPONSIBILITIES BETWEEN EACH OTHER. ZETA CHARTER SCHOOLS, INC. REMAINS AN EMPLOYER OF THE WORKSITE EMPLOYEES AND TRINET IS A CO-EMPLOYER OF ZETA CHARTER SCHOOLS' EMPLOYEES. ZETA CHARTER SCHOOLS, INC. HAS: DIRECTION AND CONTROL OVER EMPLOYEES AS IS NECESSARY TO CONDUCT ITS BUSINESS, DISCHARGE AND FIDUCIARY RESPONSIBILITY IT MAY HAVE, OR COMPLY WITH ANY APPLICABLE LICENSURE, REGULATORY OR STATUTORY REQUIREMENT OF ZETA CHARTER SCHOOLS, INC. CONTROL OVER THE DAY TO DAY JOB DUTIES OF EMPLOYEES AND OVER THE JOB SITES AT WHICH, OR FROM WHICH EMPLOYEES PERFORM SERVICES. TRINET RESERVES A RIGHT OF DIRECTION AND CONTROL OVER EMPLOYEES AS IS NECESSARY TO FULFILL ITS OBLIGATIONS AND PROVIDE ITS SERVICES UNDER AN AGREEMENT BETWEEN ZETA CHARTER SCHOOLS, INC. AND TRINET. THE TOTAL AMOUNT OF SERVICE FEE PAID TO TRINET FOR THE TAX YEAR ENDING 06/30/19 IS $65,147. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE MEETINGS WERE HELD DURING FISCAL YEAR 2019. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY MANAGEMENT FOR APPROVAL. IF CHANGES ARE REQUIRED, THE SCHOOL WILL THEN FORWARD THESE CHANGES TO THE AUDIT FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO A DIRECTOR'S INITIAL ELECTION TO THE BOARD, OR AN OFFICER'S OR SENIOR MANAGEMENT MEMBER'S EMPLOYMENT AT THE CORPORATION, AND THEREAFTER ON AN ANNUAL BASIS, ALL DIRECTORS,OFFICERS, AND SENIOR MANAGEMENT MEMBERS SHALL COMPLETE A DISCLOSURE STATEMENT, IN THE FORM ATTACHED HERE TO, DISCLOSING ANY ACTUAL, POTENTIAL, OR APPARENT CONFLICTS. THE DISCLOSURE STATEMENTS WILL BE RECEIVED AND REVIEWED BY THE BOARD SECRETARY OR HIS/HER DESIGNEE AS CUSTODIAN, WHICH DESIGNEE SHALL BE THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER ("CEO") OR CHIEF LEGAL OFFICER, GENERAL COUNSEL, OR COMPLIANCE OFFICER IF ANY ("CLO"). THE BOARD SECRETARY OR HIS/HER DESIGNEE SHALL PROVIDE A COPY OF THE COMPLETED DISCLOSURE STATEMENTS TO THE BOARD CHAIR OR THE CHAIR OF THE AUDIT COMMITTEE (IF ANY). A COPY OF EACH DISCLOSURE STATEMENT SHALL BE KEPT IN THE ORGANIZATION'S ELECTRONIC FILES AND MADE AVAILABLE TO ANY DIRECTOR, OFFICER, OR SENIOR MANAGEMENT MEMBER UPON REQUEST. COVERED PERSONS AND OTHER STAFF ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SOON AS THEY ARE KNOWN, OR REASONABLY SHOULD BE KNOWN. DISCLOSURES SHOULD BE MADE IN ADVANCE, BEFORE ANY ACTION IS TAKEN ON THE MATTER THAT POSES AN ACTUAL OR POTENTIAL CONFLICT. ALL DISCLOSURES SHOULD BE BROUGHT TO THE ATTENTION OF THE BOARD CHAIRPERSON(S), THE GOVERNANCE/EXECUTIVE COMMITTEE, AND/OR THE BOARD SECRETARY OR HIS/HER DESIGNEE ( I.E. , THE CEO OR CLO), UNLESS ANY OF THE AFOREMENTIONED INDIVIDUALS IS THE INDIVIDUAL WITH A POTENTIAL CONFLICT OF INTEREST. IN GENERAL, INTERESTED PERSONS SHOULD RECUSE THEMSELVES FROM (1) ENGAGING IN DISCUSSIONS OR (2)RECEIVING INFORMATION RELATED TO THE CONFLICT SITUATION UNTIL, AT A DULY HELD MEETING OF THE BOARD OR GOVERNANCE/EXECUTIVE COMMITTEE AT WHICH QUORUM IS PRESENT, A MAJORITY OF DISINTERESTED DIRECTORS APPROVE THE PRESENCE, INVOLVEMENT, AND/OR PARTICIPATION OF THE INTERESTED PERSON. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD MEMBERS WILL RECUSE THEMSELVES FROM VOTING UPON THESE MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES THE USE OF COMPARABLE DATA SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS. AN ANNUAL REVIEW OF COMPENSATION, ACCOMPLISHMENTS AND SKILLS IS DONE BY THE BOARD. THE BOARD OF DIRECTORS REVIEWS THE COLLECTED DATA AND VOTES ON THE COMPENSATION. THE PROCESS LAST OCCURRED IN 2018, AND IS DOCUMENTED IN THE MINUTES OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE SCHOOL MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. |