UNITY SCHOOLS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNITY SCHOOLS (EIN 75-3107384)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201901339349303875
Schema version
2017v2.3
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)
Return2019-05-13T11:44:51-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN753107384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITY SCHOOLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5106357170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16038 BRANN STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAU-LIM TSANGPersonNm
Person TitleEXEC. DIRECTORPersonTitleTxt
Phone5106357170PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTY WHITEPreparerPersonNm
PTINP01297358PTIN
Phone6192708222PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.175.85.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm11:44:48IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAD055E091A5BB830F115753B8BB2D3A1333F3887AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSAU-LIM TSANGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16038 BRANN STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94605ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,381,779GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITYHIGH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOPERATE TWO PUBLIC CHARTER SCHOOLS OFFERING CLASSROOM-BASED INSTRUCTION TO GRADES 6 TO 12.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee101TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,887,175PYContributionsGrantsAmt
CY Contributions Grants$7,356,532CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$25,247CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$73,506PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,960,681PYTotalRevenueAmt
CY Total Revenue$7,381,779CYTotalRevenueAmt
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$4,546,919PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,839,743CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,175,428PYOtherExpensesAmt
CY Other Expenses$2,480,403CYOtherExpensesAmt
PY Total Expenses$6,722,347PYTotalExpensesAmt
CY Total Expenses$7,320,146CYTotalExpensesAmt
PY Revenues Less Expenses$238,334PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$61,633CYRevenuesLessExpensesAmt
Total Assets BOY$13,914,276TotalAssetsBOYAmt
Total Assets EOY$14,746,843TotalAssetsEOYAmt
Total Liabilities BOY$9,720,948TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,491,882TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,193,328NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,254,961NetAssetsOrFundBalancesEOYAmt
MissionTO PREPARE ITS STUDENTS FOR ADMISSION TO AND SUCCESS IN COLLEGE AND CAREER,AND TO BECOME HAPPY AND PRODUCTIVE MEMBERS OF SOCIETY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,487,213ExpenseAmt
Revenue$4,844,314RevenueAmt
DescOPERATION OF OAKLAND UNITY HIGH SCHOOL (OUHS): A PUBLIC CHARTER SCHOOL SPONSORED BY OAKLAND UNIFIED SCHOOL DISTRICT OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 9 TO 12. DURING 2017-18, OUHS SERVED APPROXIMATELY 350 STUDENTS. ALL STUDENTS ARE OFFERED A CURRICULUM THAT ALLOWS EVERY GRADUATE TO MEET THE UNIVERSITY OF CALIFORNIA A-G REQUIREMENTS. STUDENTS ARE ASSIGNED ADVISORS FROM THE TEACHING STAFF WHO SERVE AS STUDENT AND FAMILY ADVOCATES AND MENTOR STUDENTS TOWARDS GRADUATION AND COLLEGE ADMISSION. LEARNING EXPERIENCES BOTH WITHIN AND OUTSIDE THE CLASSROOM ALLOW STUDENTS TO ACHIEVE THEIR LEADERSHIP AND ACADEMIC POTENTIAL AND BECOME CREATIVE CRITICAL THINKERS, COMPASSIONATE HUMAN BEINGS, AND EFFECTIVE PARTICIPANTS IN MULTICULTURAL DEMOCRATIC SOCIETY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,321,290ExpenseAmt
Revenue$2,525,431RevenueAmt
DescOPERATION OF OAKLAND UNITY MIDDLE SCHOOL (OUMS): A PUBLIC CHARTER SCHOOL SPONSORED BY THE ALAMEDA COUNTY OFFICE OF EDUCATION OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 6 TO 8. DURING 2017-18, THE THIRD YEAR OF OPERATION, OUMS SERVED APPROXIMATELY 175 STUDENTS. OUMS IS A SCHOOL WHERE ALL STUDENTS ACQUIRE THE CORE SKILLS NECESSARY FOR ACADEMIC ACHIEVEMENT AND, ULTIMATELY, FOR SUCCESS IN TODAY'S GLOBAL, MULTICULTURAL AND MULTILINGUAL SOCIETY. OUMS PROVIDES A HIGH QUALITY COLLEGE PREPARATORY MIDDLE SCHOOL OPTION TO EAST OAKLAND FAMILIES WHOSE EDUCATIONAL PROGRAM AND STRUCTURED ENVIRONMENT WILL EFFECTIVELY PREPARE STUDENTS FOR SUCCESS IN RIGOROUS HIGH SCHOOL CLASSWORK.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,808,503TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document39IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee101EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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 Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
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 Line1PETER TINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106357170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 7TH STREET 2ND FLOOR BAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANUPA PATEL
CHAIR2.00Yes (X)Yes (X)$0$0$0
EDWARD OPTON
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
KEISHA STEPHEN
TRUSTEE2.00Yes (X)$0$0$0
CAROLYN GODFREY
TRUSTEE2.00Yes (X)$0$0$0
MEGAN STOEHR
TRUSTEE2.00Yes (X)$0$0$0
MARIA AVALOS
TRUSTEE2.00Yes (X)$0$0$0
SAU-LIM LANCE TSANG
EXEC. DIRECTOR40.00Yes (X)$84,819$0$0
TAI W PETER TING
CFO25.00Yes (X)$57,730$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$142,549TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EASTMONT OFFICE OWNER LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 398255AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941398255ZIPCd
FieldValueIRS element (for citing)
ServicesRENTServicesDesc
Compensation$315,965CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$6,939,335GovernmentGrantsAmt
All Other Contributions$417,197AllOtherContributionsAmt
Total Contributions$7,356,532TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSTUDENT ACTIVITIESDesc
Business611110BusinessCd
Total Revenue Column$25,247TotalRevenueColumnAmt
Related Or Exempt Func Income$25,247RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$25,247TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,381,779TotalRevenueColumnAmt
Related Or Exempt Func Income$25,247RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$142,549TotalAmt
Program Services$84,819ProgramServicesAmt
Management And General$57,730ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,342,424TotalAmt
Program Services$3,072,640ProgramServicesAmt
Management And General$269,784ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,354,770TotalAmt
Program Services$1,239,428ProgramServicesAmt
Management And General$115,342ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,361TotalAmt
Program Services$12,361ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,810TotalAmt
Management And General$7,810ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$200,127TotalAmt
Program Services$199,476ProgramServicesAmt
Management And General$651ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$59,998TotalAmt
Program Services$54,511ProgramServicesAmt
Management And General$5,487ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$698,957TotalAmt
Program Services$667,271ProgramServicesAmt
Management And General$31,686ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,468TotalAmt
Program Services$19,759ProgramServicesAmt
Management And General$709ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$261,937TotalAmt
Program Services$261,937ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$29,223TotalAmt
Program Services$29,223ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$66,524TotalAmt
Program Services$66,474ProgramServicesAmt
Management And General$50ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EDUCATIONAL CONSULTANTS$562,602$559,963$2,639
BOOKS AND SUPPLIES$440,426$436,643$3,783
OTHER OPERATING$119,970$103,998$15,972

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,320,146TotalAmt
Program Services$6,808,503ProgramServicesAmt
Management And General$511,643ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,646BOYAmt
EOY$197,314EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,805BOYAmt
EOY$856EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,091,238BOYAmt
EOY$1,185,353EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,578BOYAmt
EOY$653,534EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,149,519LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$478,759LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,699,983BOYAmt
EOY$12,670,760EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,026BOYAmt
EOY$39,026EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,914,276BOYAmt
EOY$14,746,843EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,209,574BOYAmt
EOY$1,039,702EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$176,535EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$98,300BOYAmt
EOY$88,300EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$8,263,074BOYAmt
EOY$9,087,345EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$100,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,720,948BOYAmt
EOY$10,491,882EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,193,328BOYAmt
EOY$4,062,302EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$192,659EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,193,328BOYAmt
EOY$4,254,961EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,914,276BOYAmt
EOY$14,746,843EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$61,633ReconcilationRevenueExpnssAmt
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 B IRS990ScheduleB

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,750,215OtherCostOrOtherBasisAmt
Book Value$3,750,215BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$329,945OtherCostOrOtherBasisAmt
Depreciation$320,691DepreciationAmt
Book Value$9,254BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$218,993OtherCostOrOtherBasisAmt
Depreciation$158,068DepreciationAmt
Book Value$60,925BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,850,366OtherCostOrOtherBasisAmt
Book Value$8,850,366BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,670,760TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,381,779TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$7,381,779RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,381,779TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,320,146TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,320,146ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,320,146TotalExpensesPerForm990Amt

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 NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE SCHOOLS' WEBSITES, WITHIN THE CHARTERING DOCUMENTS FOR THE CALIFORNIA PUBLIC CHARTER SCHOOLS, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
SCHEDULE E, PART I, LINE 4THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT OPERATE TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE DO NOT APPLY AND THUS RECORDS FOR SUCH AID ARE NOT MAINTAINED.
SCHEDULE E, PART I, LINE 6AS PART OF ITS OPERATION OF PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE UNITED STATES AND CALIFORNIA DEPARTMENTS OF EDUCATION AS WELL AS ADDITIONAL GOVERNMENT AID FOR SPECIAL EDUCATION PROGRAMS PASSED THROUGH A LOCAL SELPA.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
SAU-LIM TSANG
EXECUTIVE DIRECTORCASH FLOWYes (X)$163,300$15,300000
WILLIAM NEE
PRINCIPALCASH FLOWYes (X)$73,000$73,000000
FieldValueIRS element (for citing)
Total Balance Due$88,300TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW AND APPROVAL AT A PUBLIC BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION IS ESTABLISHED AND APPROVED BY THE GOVERNING BOARD.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.