2019-04-22T11:21:17-05:00 2018-06-30 Maginnis Knechtel & McIntyre LLP 300 W Colorado Blvd Pasadena CA 91105 990 2017-07-01 954602181 Options for Youth - San Gabriel Inc % JOAN HALL OPTI 6266859300 320 N HALSTEAD STREET Suite 280 PASADENA CA 91107 JOAN HALL PRESIDENT 6266859300 2019-03-23 true Linda E G Ballesteros P00366852 6264493466 47.152.147.110 95174920191125000005 2019-04-22 P FD3B1917937C6A8326A028BEB2565556E03638DB 7B0FE3B62A83CD910127FEC633FF4A3FEDF332D5 2017 2019-02-21 02:37:17Z JOAN HALL 320 N HALSTEAD STREET 280 PASADENA CA 91107 27427179 false X WWW.OFY.ORG X 1996 CA TO PROVIDE ALTERNATIVE EDUCATIONAL PROGRAMS FOR STUDENTS OF THE COMMUNITY IN WHICH IT SERVES. 3 3 288 0 0 16587980 27427179 0 0 0 0 0 0 16587980 27427179 0 0 0 0 7849932 12976916 0 0 0 9126610 14541438 16976542 27518354 -388562 -91175 8406661 13597494 6942672 12224680 1463989 1372814 TO PROVIDE ALTERNATIVE EDUCATIONAL PROGRAMS FOR THE STUDENTS IN THE COMMUNITY IN WHICH IT SERVES. false false 25631050 THE ORGANIZATION IS A CHARTER SCHOOL OF THE SAN GABRIEL CALIFORNIA UNIFIED SCHOOL DISTRICT. THE CHARTER SCHOOL PROVIDES INDEPENDENT STUDY PROGRAMS FOR INDIVIDUALS NOT ATTENDING TRADITIONAL SCHOOL BASED ON AVERAGE DAILY ATTENDANCE OF 2,418.11 FOR GRADES 7 THROUGH 12. 25631050 true false false false false false false false false false true false false false true true true false true false false false false false false false false false false true false false false false false false false true false false false false false true false false false true 54 0 288 true false false false false false false false false false false X 3 3 true true false false false false false true true false false true true true true true true true true false CA X JOAN HALL 6266859300 320 N HALSTEAD STREET 280 PASADENA CA 91107 JOHN CALHOUN BOARD MEMBER 1.0 0.0 X 0 0 0 DONNA MILLER BOARD MEMBER 1.0 0.0 X 0 0 0 CHERYL CHANG BOARD MEMBER 1.0 0.0 X 0 0 0 JOAN HALL PRESIDENT 2.0 8.0 X 28356 76546 3159 JOHN HALL VICE PRESIDENT 2.0 8.0 X 26620 82672 3269 JAMIE DONAHUE SECRETARY 0.25 1.75 X 0 0 0 JOHN HALL JR TREASURER 0.25 1.75 X 0 0 0 ELIZABETH BASKERVILLE CHIEF FINANCIAL OFFICER 0.0 40.0 X 0 84167 1606 TOMMIE JOE CHIEF OPERATING OFFICER 0.0 40.0 X 0 134400 2391 ROBERT VARTANIAN CHIEF INFORMATION OFFICER 0.0 40.0 X 0 79600 1990 CYNTHIA RAMOS ASSISTANT PRINCIPAL 0.0 40.0 X 0 153501 11619 BROCK CHAMPION ASSISTANT PRINCIPAL 1.0 39.0 X 12438 114409 7955 BRYAN GILLESPIE PRINCIPAL 1.0 39.0 X 13212 141812 4900 WENDY M GILLESPIE PRINCIPAL 0.0 40.0 X 0 120059 13515 WILLIAM TYNAN PRINCIPAL 10.0 30.0 X 53258 72499 3347 JESSICA G RAY ASSISTANT SUPERINTENDENT 0.0 40.0 X 0 188151 3439 VREJ BOGHOKIAN DIR OF SCHOOL IMPLEMENTATION 0.0 40.0 X 0 167379 9400 CYNTHIA HARSEN DIVISION CONTROLLER 0.0 40.0 X 0 146099 6281 DANIELLE FRENCH-JUN DIR OF EXPERIENTIAL LEARNING 0.0 40.0 X 0 147044 3912 MARTIN MCGREAL CLUSTER DIRECTOR - PIE 0.0 40.0 X 0 137556 19388 133884 1845894 96171 0 false true false FACILITIES BUILDINGS MAINT PO BOX 32533 LOS ANGELES CA 900320533 JANITORIAL SERVICES 123628 1 27424691 2488 27427179 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 27427179 0 0 0 0 50747 12687 38060 0 10943887 10882471 61416 149716 147917 1799 987340 984404 2936 845226 836856 8370 4113704 3085278 1028426 158468 19835 138633 43354 30202 13152 0 0 0 3364275 3314868 49407 59867 59867 626242 617979 8263 9367 9367 0 2150205 2150205 101633 96349 5284 0 0 57643 57643 0 1054173 948756 105417 0 73357 73357 STUDENT PROGRAMS 1538761 1538761 TEXT BOOKS 792416 792416 DISTRICT ADMIN FEES 256744 256744 SMALL EQUIPMENT 86907 86907 54322 2435 51887 27518354 25631050 1887304 0 1769358 5040125 0 0 0 0 3563012 6241579 0 0 0 0 0 0 0 0 118820 341286 4364709 2545981 2787248 1818728 0 0 0 0 0 0 0 0 168223 155776 8406661 13597494 4571025 2901034 0 0 219136 652639 0 0 0 0 0 0 1300000 0 0 0 852511 8671007 6942672 12224680 X 1463989 1372814 0 0 0 0 1463989 1372814 8406661 13597494 -91175 X false true X true false X 3929214 2296409 1632805 143808 143808 291687 105764 185923 1818728 0 DUES TO AFFILIATES 8671007 8671007 X 27427179 27427179 27427179 27518354 27518354 27518354 PART X LINE 2 FIN 48 FOOTNOTE The Charter is a managed charter of Options for Youth-San Gabriel, Inc., which is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and classified by the Internal Revenue Service as other than a private foundation. It is also exempt from state franchise and income taxes under Section 23701(d) of the California Revenue and Taxation Code. Accordingly, no provision for income taxes has been reflected in these financial statements. The United States Federal government and the State of California have statutes of limitations that generally range from three to four years. No open tax years are currently under examination. SCHEDULE E DISCLOSURE ALTHOUGH PART IV, LINE 13 OF THE FORM 990 IS ANSWERED "YES", SCHEDULE E IS NOT REQUIRED TO BE COMPLETED IN THIS CASE BECAUSE OPTIONS FOR YOUTH - SAN GABRIEL, INC IS A CHARTER SCHOOL. CHARTER SCHOOLS ARE CONSIDERED PUBLIC RATHER THAN PRIVATE SCHOOLS AND THEREFORE ARE NOT REQUIRED TO COMPLETE SCHEDULE E. THIS IS SO BECAUSE SCHEDULE E IS USED TO PROVIDE INFORMATION TO ENABLE THE IRS TO CONFIRM THAT A PRIVATE SCHOOL IS OPERATING UNDER A RACIALLY NONDISCRIMINATORY POLICY IN DEALING WITH STUDENTS. SINCE OPTIONS FOR YOUTH - SAN GABRIEL, INC IS A PUBLIC SCHOOL, SCHEDULE E IS NOT APPLICABLE. X X false false false false false false false true false CYNTHIA RAMOS ASSISTANT PRINCIPAL 0 153501 11619 0 165120 BRYAN GILLESPIE PRINCIPAL 13212 141812 4900 13212 146712 JESSICA G RAY ASSISTANT SUPERINTENDENT 0 188151 2905 534 0 191590 VREJ BOGHOKIAN DIR OF SCHOOL IMPLEMENTATION 0 167379 4256 5144 0 176779 CYNTHIA HARSEN DIVISION CONTROLLER 0 146099 1123 5158 0 152380 DANIELLE FRENCH-JUN DIR OF EXPERIENTIAL LEARNING 0 147044 3676 236 0 150956 MARTIN MCGREAL CLUSTER DIRECTOR - PIE 0 137556 3011 16377 0 156944 SCHEDULE J PART I LINE 7 BONUSES BASED ON MERIT AND ACHIEVEMENT WERE PAID DURING THE REPORTING YEAR. EDUCATION DYNAMICS INC SCHEDULE O 1357837 IT SERVICES false EDUCATION MANAGEMENT SYSTEMS III SCHEDULE O 1021357 CURRICULUM MATERIALS false LUPINE PROPERTIES LLC SCHEDULE O 772938 MAINTENANCE AND CONTRUCTION false EDUCATION MANAGEMENT SYSTEMS INC SCHEDULE O 243 MANAGEMENT SERVICES false FAMILY OR BUSINESS RELATIONSHIPS 990 PART VI LINE 2 FAMILY RELATIONSHIPS: JOAN HALL, PRESIDENT JOHN HALL, VICE PRESIDENT JOHN HALL, JR, TREASURER JAMIE DONAHUE, SECRETARY BUSINESS RELATIONSHIPS: JOAN HALL, PRESIDENT JOHN HALL, VICE PRESIDENT JOHN HALL, JR, TREASURER JAMIE DONAHUE, SECRETARY FORM 990 REVIEW 990 PART VI LINE 11A A draft of the form 990 is forwarded by the tax preparer to management. Management reviews and sends questions and comments back to the tax preparer for discussion and clarification. After any needed revisions are made, the final form 990 is distributed to the directors. Each Director then gives written consent approving the tax return prior to filing. CONFLICT OF INTEREST POLICY COMPLIANCE 990 PART VI LINE 12C The Organization distributes a written conflict of interest policy and code of ethics that applies to all employees. Directors are prohibited from owning any interest in any entity with which the Organization engages in any business or contractual relationship of any kind, and are required to disclose any conflicts of interest to the Board. Additionally, the Organization periodically solicits bids for contracts from a pool of vendors and as a result performs due diligence as to the same vendor multiple times. This frequent contact allows for more continuous monitoring of potential conflicts. Contracts with any vendor related to a Director or officer are considered related party transactions and are reviewed by the Board with a high level of scrutiny. Conflicts are required to be disclosed to the Board prior to the discussion of the proposed contract, and the related party is prohibited from any discussion or voting in connection with the contract. The Board determines whether the contract provides the good or service that is most needed by the Organization and whether the best price for such goods or services is being obtained in comparison with the proposed contract. If there is a question as to whether a conflict exists, the Board holds a vote to determine whether a conflict is deemed to exist, with any interested director or officer excluded from the proceedings. COMPENSATION APPROVAL AND REVIEW 990 PART VI LINE 15 The Organization's Directors are not compensated for their service. To determine the salaries of the compensated officers, the Organization's human resources personnel gathers salary survey information for various educational organizations similar in size, budget and geographic region to the Organization. Legal counsel then evaluates the survey information to determine proposed salaries for the officers based on factors such as salary averages in the survey, relative hours worked and duties performed. The proposed salaries are then submitted to the Directors along with the supporting information for consideration, and the Directors then vote to determine the salary that will be offered to each officer. The officers are excluded from these proceedings until the salary offer is extended. To determine the salary of the Deputy Superintendent, the President, and Vice President, a Business Consultant who specializes in the education field review the compensation of comparable executives in multiple counties located in the same geographical region as the Organization. This same group reviews progress toward and achievement of academic and financial goals for the most recently completed school year, and prepares new goals for the upcoming school year. The current salary is reviewed with the compensation information gathered and the success in achieving previous goals to determine if any adjustments will be made to the annual salary. The Deputy Superintendent then meets with the group to review and sign the upcoming school year goals agreement and is given the opportunity to negotiate salary at that time. PUBLIC DISCLOSURE 990 PART VI LINE 19 The Organization's governing documents, conflict of interest policy, and recent federal income tax returns are made available for public inspection at the Organization's principal office during normal business hours. INTERESTED PERSON RELATIONSHIP SCH L PART IV COLUMN (B) Education Dynamics, Inc. and its subsidiary, Alltech Enterprises LLC are entities more than 35% owned by John Hall, President and Joan Hall, Vice President. Education Management Systems III, Inc. and its subsidiary, Lupine Properties, LLC, are entities more than 35% owned by (1) John Hall, President, (2) Joan Hall, Vice President, (3) John Hall, Jr., Treasurer and (4) Jamie Donahue, Secretary. EDUCATION MANAGEMENT SYSTEMS INC IS AN ENTITY MORE THAN 35% OWNED BY (1) JOHN HALL, PRESIDENT, (2) JOAN HALL, VICE PRESIDENT, (3) JOHN HALL JR., TREASURER, AND (4) JAMIE DONAHUE, SECRETARY. MANAGEMENT COMPANY 990 Part VI Line 3 Pathways Management Group, Inc. (PMG) manages secondary charter schools and other educationally oriented nonprofit organizations. PMG provides, among other services, the education program for independent study based instruction, recruits and manages personnel, provides accounting services, and manages facilities. Also see Part VII and Schedule R. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING TOTAL FEES:3364275 OPTIONS FOR YOUTH - BURBANK 320 N HALSTEAD STREET 280 PASADENA CA 91107 954644026 EDUCATION CA 501 (C) (3) 2 OFY-CA INC false OPTIONS FOR YOUTH - VICTOR VALLEY 320 N HALSTEAD STREET 280 PASADENA CA 91107 954204496 EDUCATION CA 501 (C) (3) 2 OFY-CA INC false OPTIONS FOR YOUTH - SAN JUAN 320 N HALSTEAD STREET 280 PASADENA CA 91107 260564837 EDUCATION CA 501 (C) (3) 2 OFY-CA INC false OPTIONS FOR YOUTH - CALIFORNIA INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 954768679 EDUCATION CA 501 (C) (3) 7 NA false OPTIONS FOR YOUTH - SAN BERNARDINO 320 N HALSTEAD STREET 280 PASADENA CA 91107 271001410 EDUCATION CA 501 (C) (3) 2 OFY-CA INC false OPTIONS FOR YOUTH - UPLAND 320 N HALSTEAD STREET 280 PASADENA CA 91107 954527949 EDUCATION CA 501 (C) (3) 2 OFY-CA INC false OPTIONS FOR YOUTH - ACTON INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 822272612 EDUCATION CA 501(C)(3) 2 OFY-CA INC false OPTIONS FOR YOUTH - SACRAMENTO CITY INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 811903694 EDUCATION CA 501(C)(3) 2 OFY-CA INC false OPTIONS FOR YOUTH - COVINA VALLEY INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 811668320 EDUCATION CA 501(C)(3) 2 OFY-CA INC false OPTIONS FOR YOUTH - COACHELLA VALLEY INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 811295140 EDUCATION CA 501(C)(3) 2 OFY-CA INC false OPTIONS FOR YOUTH - DUARTE INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 811307231 EDUCATION CA 501(C)(3) 2 OFY-CA INC false OPTIONS FOR YOUTH - ACTON II INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 811275335 EDUCATION CA 501(C)(3) 2 OFY-CA INC false PATHWAYS MANAGEMENT GROUP INC 320 N HALSTEAD STREET 210 PASADENA CA 91107 273946421 EDUCATION CA 501(C)(3) 12 PERS & POSIT false OPTIONS FOR YOUTH - SANTA CLARA INC 320 N HALSTEAD STREET 280 PASADENA CA 91107 811915310 EDUCATION CA 501(C)(3) 2 OFY-CA INC false VIRTUAL LEARNING BY OPTIONS FOR YOUTH 320 N HALSTEAD STREET 280 PASADENA CA 91107 474317897 EDUCATION CA 501(C)(3) 2 OFY-CA INC false false false false false true false false false false false false true false false true true false false PATHWAYS MANAGEMENT GROUP INC M 323714 CONTRACT PATHWAYS MANAGEMENT GROUP INC E 1500000 NEED BASED PATHWAYS MANAGEMENT GROUP INC E 1500000 LOAN PAYMENT PATHWAYS MANAGEMENT GROUP INC P 188196 CONTRACT OPTIONS FOR YOUTH - VICTOR VALLEY INC P 19384 CONTRACT OPTIONS FOR YOUTH - ACTON INC P 666 CONTRACT PATHWAYS MANAGEMENT GROUP INC Q 934 CONTRACT SCHEDULE R PART II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: THE FOLLOWING CALIFORNIA PUBLIC BENEFIT CORPORATIONS ARE RELATED TO THE FILING ORGANIZATION BUT HAVE NOT YET OBTAINED FEDERAL EMPLOYMENT IDENTIFICATION NUMBERS: OPTIONS FOR YOUTH - COLTON, INC. OPTIONS FOR YOUTH - FONTANA, INC. OPTIONS FOR YOUTH - GLENDALE, INC. OPTIONS FOR YOUTH - LOS ANGELES, INC.