2019-05-10T09:07:15-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-07-01 233060542 MASTERY CHARTER HIGH SCHOOL MAST 2158669000 5700 WAYNE AVE PHILADELPHIA PA 19144 SCOTT GORDON CEO 2158669000 2019-04-23 1 DAVE SEKERAK P01395497 2156433900 67.137.57.251 2019-04-23 10:22:13 ED P 0923F946C4CB480093980E5AA9C4B839AC66D68C 7C4F72814B31E9C8AAF770E8CF8B6ADCC178C262 2017 2019-02-21 02:37:17Z SCOTT GORDON 5700 WAYNE AVE PHILADELPHIA PA 19144 38187086 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 3 282 13 36116 -38546 10387454 12111518 22586439 26034744 8049 4672 157689 36152 33139631 38187086 736604 874341 0 0 20674556 22083276 0 0 0 9617117 11947742 31028277 34905359 2111354 3281727 22428827 23179987 41202680 39921113 -18773853 -16741126 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 24930005 874341 26034744 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. 24930005 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 36 0 282 1 1 1 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THOMAS GREENWOOD 2158669000 6700 WAYNE AVE PHILADELPHIA PA 19144 ROBERT VICTOR CHAIR 0.35 4.55 X X 0 0 0 GERRY EMERY TREASURER 0.35 4.55 X X 0 0 0 ROBIN LYNN OLANREWAJU SECRETARY 0.35 4.55 X X 0 0 0 CHRISTOPHER ZIEMBA PRINCIPAL 40.00 0.00 X 115460 0 68167 SCOTT GORDON CHIEF EXECUTIVE OFFICER 3.25 42.25 X 237876 0 82324 YONCA AGATAN CHIEF FINANCIAL OFFICER 3.25 42.25 X 192572 0 64367 JOSEPH FERGUSON CHIEF OPERATING OFFICER 3.25 42.25 X 182107 0 75135 PETER LEE CHIEF INFORMATION OFFICER 3.25 42.25 X 175378 0 53660 JEFFREY PESTRAK EXECUTIVE SCHOOLS OFFICER 3.25 42.25 X 184015 0 76908 COURTNEY COLLINS-SHAPIRO CHIEF INNOVATION OFFICER-END 2/12/18 3.25 42.25 X 165930 0 70406 LAURA CLANCY CHIEF TALENT OFFICER 3.25 42.25 X 171958 0 28540 THOMAS GREENWOOD DEPUTY CHIEF OF FINANCE 3.25 42.25 X 169030 0 28394 BRIAN MCLAUGHLIN REGIONAL SCHOOLS OFFICER 45.00 0.00 X 165670 0 68489 DEBRA DURSO REGIONAL SCHOOLS OFFICER 45.00 0.00 X 165155 0 68968 MATTHEW TROHA REGIONAL SCHOOLS OFFICER 45.00 0.00 X 158004 0 68968 LUCILLA RA'IFA REGIONAL SCHOOLS OFFICER 45.00 0.00 X 150542 0 60998 2233697 0 815324 16 0 1 0 NUTRITION INC 580 WENDEL ROAD SUITE 100 IRWIN PA 15642 FOOD SERVICES 4392757 COMCAST PO BOX 37601 PHILADELPHIA PA 19101 TECHNOLOGY 818103 EPLUS TECHNOLOGY INC PO BOX 404398 ATLANTA GA 30384 TECHNOLOGY 606547 THE ULTIMATE SOFTWARE GROUP INC 1485 NORTH PARK DRIVE WESTON FL 33326 TECHNOLOGY 410823 SPECIALIZED EDUCATION SERVICES INC 385 OXFORD VALLEY RD 408 YARDLEY PA 19067 EDUCATIONAL SERVICES 373692 18 9691960 2419558 206123 12111518 NST FEE MANAGEMENT REVENUE 611710 16973139 16973139 DISTRICT SUBSIDIES 611110 7910604 7910604 E-RATE 611110 492668 492668 CCP EARLY COLLEGE PROGRAM 611110 258502 258502 STUDENT ACTIVITIES 611110 215677 215677 184154 184154 26034744 4672 4672 PARKING REVENUE 812930 21765 21765 FOOD SERVICE REVENUE 453000 14351 14351 VENDING MACHINE COMMISSIONS 900099 36 36 36152 38187086 26034744 36116 4708 874341 874341 2141308 779120 1362188 15436382 11127242 4309140 878003 754205 123798 2381727 1620914 760813 1245856 876756 369100 23452 23452 1007244 1007244 2494007 1360783 1133224 211387 211387 460649 180766 279883 905198 789503 115695 438521 438521 578117 498613 79504 253304 101772 151532 8478 8478 1267633 1267633 35176 35176 FOOD SERVICE EXPENSE 3613136 3613136 SPEC ED: APPROVED PRIVA 284199 284199 FURNITURE & EQUIPMENT 138293 138293 BOOKS 86947 86780 167 142001 105498 36503 34905359 24930005 9975354 0 1758969 1832669 3353294 3382535 1674296 2459761 205033 328480 19612779 9722244 9862325 9890535 5574910 5286007 22428827 23179987 5855367 5546328 120418 891511 128371 86868 35098524 33396406 41202680 39921113 X -18773853 -16741126 -18773853 -16741126 22428827 23179987 X 3281727 -1249000 X 0 1 X 1 1 1 X 267500 267500 12718844 5736785 6982059 5264665 2953464 2311201 1361770 1031995 329775 9890535 DEPOSITS 15676 DUE FROM OTHER GOVERNMENTAL ENTITIES 20290 DUE FROM MCS FOUNDATION 1504728 DEFERRED OUTFLOWS PENSIONS - GASB 68 3691313 DEFERRED OUTFLOWS OPEB - GASB 75 54000 5286007 DUE TO OTHER GOVERNMENT ENTITIES 25480 NET PENSION LIABILITY 27361000 NET OPEB LIABILITY 1129000 DEFERRED INFLOWS PENSION - GASB 68 4727355 DEFERRED INFLOWS OPEB - GASB 75 153571 33396406 X 38920476 733390 733390 38187086 0 38187086 35638749 733390 733390 34905359 0 34905359 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN ESTABLISHED, AS THE SCHOOL HAS NO UNRELATED BUSINESS ACTIVITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS GRANT/CONTRIBUTION 5,512. ELIMINATE INTERNAL TECHNOLOGY FEE 55,477. ELIMINATE INTERNAL MANAGEMENT FEE 672,401. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS GRANT/CONTRIBUTION 5,512. ELIMINATE INTERNAL TECHNOLOGY FEE 55,477. ELIMINATE INTERNAL MANAGEMENT FEE 672,401. 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) 116920 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - SHOEMAKER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 204861234 501(C)(3) 52391 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - PICKETT CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 651308951 501(C)(3) 106711 PROGRAM EXPENSES MASTERY CHARTER SCHOOL JOHN WISTER CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 812713543 501(C)(3) 146554 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - GRATZ CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 452107493 501(C)(3) 154400 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - HARRITY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575445 501(C)(3) 5900 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - SMEDLEY ELEMENTARY 5700 WAYNE AVENUE PHILADELPHIA PA 19144 272575502 501(C)(3) 8319 PROGRAM EXPENSES HARDY WILLIAMS ACADEMY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 522173268 501(C)(3) 48186 PROGRAM EXPENSES MASTERY CHARTER SCHOOL - PASTORIUS CAMPUS 5700 WAYNE AVENUE PHILADELPHIA PA 19144 462846820 501(C)(3) 101037 PROGRAM EXPENSES FREDERICK DOUGLASS MASTERY CHARTER SCHOOL 5700 WAYNE AVENUE PHILADELPHIA PA 19144 800619248 501(C)(3) 113924 PROGRAM EXPENSES MASTERY SCHOOLS OF CAMDEN 5700 WAYNE AVENUE PHILADELPHIA PA 19144 465158488 501(C)(3) 18875 PROGRAM EXPENSES 11 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 CHRISTOPHER ZIEMBA PRINCIPAL 115460 0 0 0 0 0 35995 0 32172 0 183627 0 0 0 SCOTT GORDON CHIEF EXECUTIVE OFFICER 199127 0 38749 0 0 0 62382 0 19942 0 320200 0 0 0 YONCA AGATAN CHIEF FINANCIAL OFFICER 185272 0 7300 0 0 0 57536 0 6831 0 256939 0 0 0 JOSEPH FERGUSON CHIEF OPERATING OFFICER 177107 0 5000 0 0 0 54681 0 20454 0 257242 0 0 0 PETER LEE CHIEF INFORMATION OFFICER 175378 0 0 0 0 0 53210 0 450 0 229038 0 0 0 JEFFREY PESTRAK EXECUTIVE SCHOOLS OFFICER 184015 0 0 0 0 0 56966 0 19942 0 260923 0 0 0 COURTNEY COLLINS-SHAPIRO CHIEF INNOVATION OFFICER-END 2/12/18 162430 0 3500 0 0 0 50464 0 19942 0 236336 0 0 0 LAURA CLANCY CHIEF TALENT OFFICER 166958 0 5000 0 0 0 8598 0 19942 0 200498 0 0 0 THOMAS GREENWOOD DEPUTY CHIEF OF FINANCE 165530 0 3500 0 0 0 8452 0 19942 0 197424 0 0 0 BRIAN MCLAUGHLIN REGIONAL SCHOOLS OFFICER 160670 0 5000 0 0 0 48547 0 19942 0 234159 0 0 0 DEBRA DURSO REGIONAL SCHOOLS OFFICER 160155 0 5000 0 0 0 49026 0 19942 0 234123 0 0 0 MATTHEW TROHA REGIONAL SCHOOLS OFFICER 158004 0 0 0 0 0 49026 0 19942 0 226972 0 0 0 LUCILLA RA'IFA REGIONAL SCHOOLS OFFICER 145542 0 5000 0 0 0 44791 0 16207 0 211540 0 0 0 X 1 206123 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE 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 XI, LINE 9: RESTATEMENT FOR JULY 1, 2017 OPEB (OTHER POSTEMPLOYMENT BENEFITS) LIABILITIES - GASB 75 -1,249,000.