2020-05-15T15:58:11-05:00 2019-06-30 821455657 FESTER & CHAPMAN PLLC 9019 E BAHIA DR STE 100 SCOTTSDALE AZ 85260 990 2018-07-01 860908854 BASIS CHARTER SCHOOLS INC BASI 4802892088 7975 N HAYDEN RD STE C240 SCOTTSDALE AZ 85258 DEANNA ROWE EXECUTIVE DIRECTOR 4802892088 2020-05-15 true RACHEL R LOCKE CPA P00450405 6022643077 2020-05-15 52.37.240.203 2020-05-15 10:34:35 P 5B0A12E43377189C7BAA2D4693500D13EFEB2BC8 6F2652799C2A269B27C6E878B00CDC8CDBD0D1AC 2018 2020-09-23 17:36:50Z DEANNA ROWE 7975 N HAYDEN RD STE C240 SCOTTSDALE AZ 85258 141432765 false X WWW.BASISSCHOOLS.ORG X 1998 AZ THE MISSION OF BASIS CHARTER SCHOOLS IS TO EMPOWER STUDENTS TO ACHIEVE AT GLOBALLY COMPETITIVE LEVELS WITH A TRANSFORMATIVE K-12 ACADEMIC PROGRAM. 7 7 3 7 0 9778656 7927759 104262027 131422381 898757 1548022 4005194 268305 118944634 141166467 0 0 73859926 84723217 0 649979 51777411 60607016 125637337 145330233 -6692703 -4163766 347922259 323769739 397017894 378032094 -49095635 -54262355 X THE MISSION OF BASIS CHARTER SCHOOLS IS TO EMPOWER STUDENTS TO ACHIEVE AT GLOBALLY COMPETITIVE LEVELS WITH A TRANSFORMATIVE K-12 ACADEMIC PROGRAM. false false 124796302 124096414 DURING THE 2018-2019 SCHOOL YEAR, BASIS CHARTER SCHOOLS INC. OPERATED TWENTY-TWO CHARTER SCHOOLS IN ARIZONA, ELEVEN (11) PRIMARY SCHOOLS, EIGHT (8) UPPER SCHOOLS, AND THREE (3) SERVING KINDERGARTEN THROUGH GRADE 12. THE ARIZONA DEPARTMENT OF EDUCATION CREATED A LETTER GRADE SYSTEM OF ALL PUBLIC AND CHARTER SCHOOLS, AND SCORED BASIS K-8 SCHOOLS AND HYBRID SCHOOLS, ALL WITH AN "A" GRADE, COVERING POINTS ON PROFICIENCY, GROWTH, AND ACCELERATION READINESS. ALL TWENTY-TWO BASIS CHARTER SCHOOLS COMPLETED AZMERIT STATEWIDE ASSESSMENT TESTING WITH AN AVERAGE PASSING RATE OF OVER 86% PASSING RATE. ACCORDING TO THE U.S. NEWS & WORLD REPORT, 2019 BEST HIGH SCHOOLS NATIONAL RANKINGS LISTED MANY BASIS CHARTER SCHOOLS BY CATEGORIES. NATIONAL CHARTER HIGH SCHOOLS LISTED BASIS SCOTTSDALE 1, BASIS CHANDLER 4, AND BASIS PEORIA 5 PLUS FIVE OTHERS IN ARIZONA; ARIZONA HIGH SCHOOLS LISTED BASIS SCHOOLS AS 1-9, IN ORDER-BASIS SCOTTSDALE, BASIS CHANDLER, BASIS PEORIA, BASIS FLAGSTAFF, BASIS ORO VALLEY, BASIS TUCSON NORTH, BASIS PHOENIX AND BASIS MESA. UNDER NATIONAL STEM HIGH SCHOOLS: BASIS SCOTTSDALE-2, BASIS PEORIA 3, AND BASIS TUCSON NORTH AS 7. BASIS CHARTER SCHOOLS REQUIRE ALL STUDENTS TO PARTICIPATE IN AP COURSES AND TESTING BEGINNING IN GRADE 9, AND DESPITE BEING YOUNGER AND IN LOWER GRADE LEVELS, BASIS CHARTER SCHOOL STUDENTS PERFORM EXCEEDINGLY WELL ON AP EXAMS COMPARED TO THEIR PEERS ACROSS THE COUNTRY AND AROUND THE GLOBE. AVERAGE SCORE IS 3.81 AND PASSING RATE OF 87.3% COMPARED TO 2.89 AVERAGE SCORE AND 50.1% PASSING RATE IN U.S. 124796302 true true false true false false false false false false true false false true true false true false true false false false false false true false false false false false true false true false false false false false true false false false false false false false true false false false true 179 0 3 true false false false false false false false false false false false false X 7 7 false true false false false false false true true false false true true true true true true true true false X BASIS CHARTER SCHOOLS INC 4802892088 7975 N HAYDEN RD SUITE B100 SCOTTSDALE AZ 85258 JOHN MORTON TREASURER 2.00 X X 0 0 0 DON BUDINGER SECRETARY 2.00 X X 0 0 0 TERRY SARVAS DIRECTOR 2.00 X 0 0 0 STEVE TWIST DIRECTOR 2.00 X 0 0 0 CRAIG BARRETT CHAIRMAN 2.00 X X 0 0 0 SHELLY M ESQUE DIRECTOR 2.00 X 0 0 0 MITTIDA RAKSANVES DIRECTOR 2.00 X 0 0 0 DEANNA ROWE EXECUTIVE DI 40.00 X 121921 0 1970 121921 1970 1 false false false BASIS EDUCATIONAL GROUP 7975 N HAYDEN ROAD SUITE B201 SCOTTSDALE AZ 85258 LEASED EMPLOYEE 85045108 WILLMENG CONSTRUCTION INC 2048 N 44TH ST SUITE 200 PHOENIX AZ 85008 CONTRACTOR 22419475 BASIS EDUCATIONAL GROUP 7975 N HAYDEN ROAD SUITE B201 SCOTTSDALE AZ 85258 MANAGEMENT FEES 14866660 CHASSE BUILDING TEAM 2400 W BROADWAY ROAD MESA AZ 85202 CONTRACTOR 8531722 BUQUET LEBLANC INC PO BOX 549 BATON ROUGE LA 70821 CONTRACTOR 8515514 26 2270136 5657623 7927759 STATE EQUALIZATION 611710 99605502 99605502 EXTRA-CURRICULAR 611710 12819252 12819252 CLASSROOM SITE FUNDS 611710 7396969 7396969 EXEMPT PURPOSE RENTAL INCOME 611710 6256788 6256788 RESULTS BASED FUNDING 611710 2939507 2939507 2404363 2404363 131422381 1548022 1548022 534603 266298 268305 141166467 131422381 1548022 121921 111894 9249 778 70050128 64288682 5314219 447227 2292732 2111286 171445 10001 6640946 6115385 496593 28968 5617490 5172924 420062 24504 14866660 13252413 1614247 33524 304 33220 74700 47250 27450 18000 18000 5803494 5401484 402010 276147 2359 273788 586677 168021 418656 505670 270120 235550 5051312 3416025 1635287 73031 69297 3734 17647370 12353132 5294238 8795163 6486540 2308623 766466 536526 229940 SUPPLIES 3443519 3056206 387313 OTHER EXPENSES 2526782 1936454 590328 FUNDRAISING 138501 138501 145330233 124796302 19883952 649979 13838740 16537387 1134391 1660752 406680 570541 4776485 2678152 285303663 32245243 248131294 253058420 79634669 49264487 347922259 323769739 27178267 11877420 1755068 1085112 363584339 359885605 1675250 1675250 2824970 3508707 397017894 378032094 X -55336497 -60346039 6240862 6083684 -49095635 -54262355 347922259 323769739 X -4163766 808051 -1811005 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18000 18000 145338447 145356447 1000000 250000 1000000 1000000 1500000 18000 18000 250000 250000 375000 53512734 53512734 211252343 18077963 193174380 14108092 8825695 5282397 6430494 5341585 1088909 253058420 RESTRICTED CASH - DEBT SERVICE RESER 24433246 RESTRICTED CASH - PROJECT FUNDS 18251519 RESTRICTED CASH - BOND FUNDS 5614161 RESTRICTED CASH - REPAIR & REPL FUND 366475 DEPOSITS 334115 RESTRICTED CASH - TAX AND INSURANCE 192126 DUE FROM RELATED PARTY 72845 49264487 DEPOSITS HELD FOR OTHERS 2597011 LINE OF CREDIT 500000 DUE TO RELATED PARTY 411696 3508707 142240816 808051 266298 1074349 141166467 141166467 147407536 2077303 2077303 145330233 145330233 SCHEDULE D, PAGE 4, PART XI, LINE 2D SCH G: FUNDRAISING EXPENSES GROUPED WITH REVENUES 266,298 SCHEDULE D, PAGE 4, PART XII, LINE 2D SCH G: FUNDRAISING EXPENSES GROUPED WITH REVENUES 266,298 WRITE-OFF LOAN ISSUANCE COSTS & PREPAYMENT PENALTIES 1,811,005 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE ORGANIZATION PROVIDES ITS NON-DISCRIMINATORY POLICY IN A VARIETY OF PUBLICATIONS INCLUDING PARENT/STUDENT HANDBOOK AND WEBSITE. SCHEDULE E, LINE 6 THE ORGANIZATION IN ITS OPERATIONS AS A PUBLIC CHARTER SCHOOL, RECEIVES STATE AND FEDERAL FINANCIAL ASSISTANCE IN ACCORDANCE WITH THE LAW AND ASSOCIATED FUNDING SCHEDULES. AZ ANNUAL TEACHER 534603 534603 266298 534603 534603 266298 266298 268305 A IDA OF CITY OF PHOENIX SERIES 2015A 522038405 71885ICJF 2015-03-01 89140000 TO PAY THE COSTS OF ACQUIRING, CONSTRUCTING, IMPROVING, AND EQUIPPING false false false B IDA OF CITY OF PHOENIX SERIES 2016A 522038405 71885FEA1 2016-01-01 84160000 TO PAY THE COSTS OF ACQUIRING, CONSTRUCTING, IMPROVING, AND EQUIPPING false false false C THE ARIZONA IDA SERIES 2017AB 813526584 04052BAN4 2017-02-01 75960000 TO PAY THE COSTS OF ACQUIRING, CONSTRUCTING, IMPROVING, AND EQUIPPING false false false D THE ARIZONA IDA SERIES 2017CDE 813526584 04052BCS1 2017-10-01 43715000 TO PAY THE COSTS OF ACQUIRING, CONSTRUCTING, IMPROVING, AND EQUIPPING false false false A false false true true B false false true true C false false true true D false false false false A false false false false false false false B false false false false false false false C false false false false false false false D false false false false false false false A false false false false false false false false false B false false false false false false false false false C false false false false false false false false false D false false false false false false false false false A false B false C false D false SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION IDA OF CITY OF PHOENIX SERIES 2015A FACILITIES; REFINANCING OF PREVIOUS BOND SERIES BONDS AND LOAN OBLIGATIONS; TO PAY FOR CAPITALIZED INTEREST; AND FOR THE PAYMENT OF CERTAIN ISSUANCE COSTS RELATED TO THE BONDS. IDA OF CITY OF PHOENIX SERIES 2016A FACILITIES; REFINANCING OF PREVIOUS BOND SERIES BONDS AND LOAN OBLIGATIONS; TO PAY FOR CAPITALIZED INTEREST; AND FOR THE PAYMENT OF CERTAIN ISSUANCE COSTS RELATED TO THE BONDS. THE ARIZONA IDA SERIES 2017AB FACILITIES; REFINANCING OF PREVIOUS BOND SERIES BONDS AND LOAN OBLIGATIONS; TO PAY FOR CAPITALIZED INTEREST; AND FOR THE PAYMENT OF CERTAIN ISSUANCE COSTS RELATED TO THE BONDS. THE ARIZONA IDA SERIES 2017CDE FACILITIES; REFINANCING OF PREVIOUS BOND SERIES BONDS AND LOAN OBLIGATIONS; TO PAY FOR CAPITALIZED INTEREST; AND FOR THE PAYMENT OF CERTAIN ISSUANCE COSTS RELATED TO THE BONDS. THE ARIZONA IDA SERIES 2017FG FACILITIES; REFINANCING OF PREVIOUS BOND SERIES BONDS AND LOAN OBLIGATIONS; TO PAY FOR CAPITALIZED INTEREST; AND FOR THE PAYMENT OF CERTAIN ISSUANCE COSTS RELATED TO THE BONDS. THE ARIZONA IDA SERIES 2018A FACILITIES; TO PAY FOR CAPITALIZED INTEREST; AND FOR THE PAYMENT OF CERTAIN ISSUANCE COSTS RELATED TO THE BONDS. MICHAEL BLOCK FOUNDER 85045108 LEASED EMPLOYEE COST false MICHAEL BLOCK FOUNDER 14866660 MANAGEMENT FEES false SCHEDULE L, PART V MICHAEL BLOCK IS REQUIRED TO BE LISTED AS AN INTERESTED PARTY BECAUSE HE WAS A FOUNDING MEMBER OF BCSI. BCSI CONTRACTS FOR SERVICES WITH BASIS.ED, THE MANAGEMENT COMPANY OWNED, IN PART, BY MICHAEL BLOCK. BCSI'S ONGOING RELATIONSHIP WITH BASIS.ED REQUIRES DISCLOSURE OF THE RELATIONSHIP. BCSI PROVIDES NO COMPENSATION TO MICHAEL BLOCK. FORM 990, PAGE 1, PART I, LINE 6 THE VOLUNTEERS ARE BOARD MEMBERS THAT OVERSEE THE OPERATIONS OF THE CORPORATION INCLUDING THE OPERATIONS OF ITS CHARTER SCHOOLS. FORM 990, PAGE 2, PART III, LINE 4A DURING THE 2018-2019 SCHOOL YEAR, BASIS CHARTER SCHOOLS INC. OPERATED TWENTY-TWO CHARTER SCHOOLS IN ARIZONA, ELEVEN (11) PRIMARY SCHOOLS, EIGHT (8) UPPER SCHOOLS, AND THREE (3) SERVING KINDERGARTEN THROUGH GRADE 12. THE ARIZONA DEPARTMENT OF EDUCATION CREATED A LETTER GRADE SYSTEM OF ALL PUBLIC AND CHARTER SCHOOLS, AND SCORED BASIS K-8 SCHOOLS AND HYBRID SCHOOLS, ALL WITH AN "A" GRADE, COVERING POINTS ON PROFICIENCY, GROWTH, AND ACCELERATION READINESS. ALL TWENTY-TWO BASIS CHARTER SCHOOLS COMPLETED AZMERIT STATEWIDE ASSESSMENT TESTING WITH AN AVERAGE PASSING RATE OF OVER 86% PASSING RATE. ACCORDING TO THE U.S. NEWS & WORLD REPORT, 2019 BEST HIGH SCHOOLS NATIONAL RANKINGS LISTED MANY BASIS CHARTER SCHOOLS BY CATEGORIES. NATIONAL CHARTER HIGH SCHOOLS LISTED BASIS SCOTTSDALE 1, BASIS CHANDLER 4, AND BASIS PEORIA 5 PLUS FIVE OTHERS IN ARIZONA; ARIZONA HIGH SCHOOLS LISTED BASIS SCHOOLS AS 1-9, IN ORDER-BASIS SCOTTSDALE, BASIS CHANDLER, BASIS PEORIA, BASIS FLAGSTAFF, BASIS ORO VALLEY, BASIS TUCSON NORTH, BASIS PHOENIX AND BASIS MESA. UNDER NATIONAL STEM HIGH SCHOOLS: BASIS SCOTTSDALE-2, BASIS PEORIA 3, AND BASIS TUCSON NORTH AS 7. BASIS CHARTER SCHOOLS REQUIRE ALL STUDENTS TO PARTICIPATE IN AP COURSES AND TESTING BEGINNING IN GRADE 9, AND DESPITE BEING YOUNGER AND IN LOWER GRADE LEVELS, BASIS CHARTER SCHOOL STUDENTS PERFORM EXCEEDINGLY WELL ON AP EXAMS COMPARED TO THEIR PEERS ACROSS THE COUNTRY AND AROUND THE GLOBE. AVERAGE SCORE IS 3.81 AND PASSING RATE OF 87.3% COMPARED TO 2.89 AVERAGE SCORE AND 50.1% PASSING RATE IN U.S. FORM 990, PAGE 6, PART VI, LINE 3 BASIS EDUCATIONAL GROUP IS OUR EDUCATIONAL MANAGEMENT COMPANY WHICH OVERSEES ALL OF OUR MANAGEMENT DUTIES. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR OF BASIS CHARTER SCHOOLS REVIEW THE DRAFT 990 INFORMATION RETURN AS PREPARED BY THE AUDITORS AND RECOMMENDS IT TO THE FULL BOARD OF DIRECTORS FOR ACCEPTANCE, INCLUDING POSSIBLE REVISIONS. ONCE ACCEPTED, THE 990 TAX RETURN IS EXECUTED BY THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS OR CIRCUMSTANCES WHICH THE BOARD MEMBER BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. BASIS CHARTER SCHOOLS COLLECTS THE DISCLOSURES AND USES THEM TO MONITOR AND ENFORCE COMPLIANCE. THE ORGANIZATIONS CONFLICT OF INTEREST POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK AND SIGNED OFF BY THE EMPLOYEES. ENFORCEMENT IS FURTHER MONITORED THROUGH THE ORGANIZATIONS INTERNAL CONTROLS FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD UPON FORMAL REVIEW. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR SCHOOL LEADERS IS DETERMINED BY BASIS EDUCATIONAL GROUP, AN OUTSIDE MANAGEMENT COMPANY. THE ORGANIZATIONS LEASED PAYROLL BUDGET IS PRESENTED ANNUALLY TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 THESE DOCUMENTS AND POLICIES ARE PROVIDED UPON REQUEST. IN ADDITION, THE 990 INFORMATION RETURN IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR. FORM 990, PART XI, LINE 9 SCH G: FUNDRAISING EXPENSES GROUPED WITH REVENUES 266,298 SCH G: FUNDRAISING EXPENSES GROUPED WITH REVENUES -266,298 WRITE-OFF LOAN ISSUANCE COSTS & PREPAYMENT PENALTIES -1,811,005 TOTAL -1,811,005 BBR SCHOOLS INC 7975 N HAYDEN ROAD SET C240 SCOTTSDALE AZ 85258 820632126 EDUCATION LA 3 2 N/A false BASIS TEXAS CHARTER SCHOOLS INC 404 RAMSEY SUITE 106 SAN ANTONIO TX 78216 454269957 EDUCATION TX 3 2 N/A false BDC A PUBLIC CHARTER SCHOOL INC 410 8TH STREET NW WASHINGTON DC 20004 453369822 EDUCATION DC 3 2 N/A false BASIS EDUCATIONAL GROUP 7975 N HAYDEN RD SUITE B100 SCOTTSDALE AZ 85258 710978140 MGT CO. AZ N/A false false false false false false false false false false true false false false false false false false false false BBR SCHOOLS INC B 671419 FMV BBR SCHOOLS INC J 1019652 FMV BDC A PUBLIC CHARTER SCHOOL INC J 1800198 FMV BASIS TEXAS CHARTER SCHOOLS INC J 3424940 FMV OBTAINED A 501(H) ELECTION IN THE TAX YEAR ENDING 6/30/2019, AND AS SUCH, THIS IS THE FIRST YEAR REPORTING LOBBYING EXPENSES.