2019-05-13T11:17:06-05:00 2018-06-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2017-07-01 201157094 OPPORTUNITY CHARTER SCHOOL OPPO 2128666137 240 WEST 113TH STREET NEW YORK NY 10026 MR LEONARD GOLDBERG CEO/HEAD OF SCHOOL 2128666137 2019-05-09 1 TAMAR PLOTZKER P02047230 2123721000 100.1.170.9 2019-05-09 18:18:08 ED P D7668CACA2324E37644B507858CBB72F6C0D8D45 1101CBF66FFAA2599057FE7F4407BFB8CB39BD08 2017 2019-02-21 02:37:17Z MR LEONARD GOLDBERG 240 WEST 113TH STREET NEW YORK NY 10026 11693578 0 X WWW.OPPORTUNITYCHARTER.ORG X 2004 NY SEE SCHEDULE O FOR DESCRIPTION OF THE ORGANIZATION'S MISSIONTHE OPPORTUNITY CHARTER SCHOOL'S PRIMARY MISSION IS TO PROVIDE FREE AND PUBLIC SPECIAL EDUCATION SERVICES TO NEW YORK CITY'S STUDENTS WHILE SIMULTANEOUSLY PROVIDING THE HIGHEST QUALITY EDUCATION TO ALL STUDENTS. 8 8 148 10 0 29640 19928 20400 11349169 11611939 3662 5677 33028 55562 11405787 11693578 0 0 0 0 9481510 9418007 0 0 123897 2313369 2476349 11794879 11894356 -389092 -200778 3573812 3188353 1281454 1096773 2292358 2091580 X AT OPPORTUNITY CHARTER SCHOOL, WE WELCOME ALL STUDENTS IN GRADES 6 THROUGH 12, REGARDLESS OF PREVIOUS ACADEMIC SUCCESS: STUDENTS WHO ARE YEARNING TO LEARN, STUDENTS WHO HAVE FALLEN BEHIND, STUDENTS WHO HAVE BEEN TOLD THEIR ASPIRATIONS ARE BEYOND REACH.THROUGH A POSITIVE BELIEF IN EVERY STUDENT'S PROMISE, WE ARE COMMITTED TO BRINGING THEIR POTENTIAL TO LIFE.WE PROVIDE STAFF AND STUDENTS WITH A SAFE, SUPPORTIVE ENVIRONMENT IN WHICH TO PURSUE PERSONAL DEVELOPMENT THROUGH AN INDIVIDUALIZED PLAN TAILORED TO THEIR UNIQUE NEEDS.WE NURTURE INTELLECTUAL AND PERSONAL GROWTH. STUDENTS RECEIVE DIFFERENTIATED INSTRUCTION IN EVERY CURRICULAR AREA FROM OUR HIGHLY-TRAINED STAFF, WITH THE GOAL OF EXPANDING THEIR HIGHER COGNITIVE FUNCTIONING.OUR SCHOOL CULTURE IS PERFORMANCE-DRIVEN AND RESULTS-ORIENTED. STUDENTS GRADUATE HAVING ACHIEVED A CLEARLY DEMONSTRATED ACADEMIC AND SOCIAL FOUNDATION, AS WELL AS A DEEP UNDERSTANDING OF THEIR OWN STRENGTHS AND WEAKNESSES. 0 0 7001423 7779999 SPECIAL EDUCATION:-FOR 2017-18, THE OCS SPECIAL EDUCATION GRADUATION RATE WAS 28% ABOVE THE COMPARISON GROUP AND 31% ABOVE NEW YORK CITY AVERAGES.-FOR 2017-18, OCS STUDENTS IN THE LOWEST THIRD CITYWIDE, MOST OF WHOM ARE SPECIAL EDUCATION STUDENTS, EXCEEDED NEW YORK CITY QUALITY REPORT TARGETS FOR PARTICIPATION IN COLLEGE AND CAREER PREPARATORY COURSES, 4-YEAR COLLEGE READINESS INDEX, AND POSTSECONDARY ENROLLMENT RATE. 1707689 1915970 HIGH SCHOOL:-IN 2017-18, OCS EXCEEDED NEW YORK CITY QUALITY REPORT TARGETS FOR FOUR-YEAR GRADUATION RATES BY A WIDE MARGIN, SCORING 23% HIGHER THAN THE COMPARISON GROUP AND 22% HIGHER THAN THE CITY AVERAGE.-IN 2017-18, OCS EXCEEDED NEW YORK CITY QUALITY REPORT TARGETS FOR 4-YEAR HIGH SCHOOL PERSISTENCE RATE, SCORING 16% HIGHER THAN THE COMPARISON GROUP AND 13% HIGHER THAN THE CITY AVERAGE.-IN 2017-18, OCS EXCEEDED NEW YORK CITY QUALITY REPORT TARGETS FOR THE 4-YEAR COLLEGE READINESS INDEX, THE POST-SECONDARY ENROLLMENT RATE, AND 6-YEAR COLLEGE PERSISTENCE. 1707689 1915970 MIDDLE SCHOOL:-IN 2017-18, OCS STUDENTS EXCEEDED THE COMPARISON GROUP PASSING RATE FOR ELA COURSES BY 14% AND FOR SOCIAL STUDIES BY 15%, AS WELL AS EXCEEDING THE NEW YORK CITY QUALITY REPORT TARGET FOR THE ADJUSTED CREDIT ACCUMULATION OF FORMER 8TH GRADERS.-IN 2017-18, OCS MINORITY STUDENTS IN THE LOWEST THIRD CITYWIDE EXCEEDED NEW YORK CITY QUALITY GUIDE GOALS FOR AVERAGE ELA PROFICIENCY. 10416801 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 148 1 1 1 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MR LEONARD GOLDBERG CEOHEAD OF SCHOOL 2128666137 240 WEST 113TH ST 4TH FL NEW YORK NY 10026 X TAMARA ADAM TRUSTEE 2.00 X 0 0 0 PEGGY CULVER TRUSTEE 2.00 X 0 0 0 ALICE CUTLER VICE CHAIR 2.00 X X 0 0 0 TRACY HAMPTON TRUSTEE 2.00 X 0 0 0 MAXCEL HARDY TRUSTEE (THRU 10/31/17) 2.00 X 0 0 0 ERIC LONDON TRUSTEE 2.00 X 0 0 0 PHILIP PALLONE TRUSTEE (THRU 7/20/17) 2.00 X 0 0 0 JON SICHEL TRUSTEE (FROM 9/14/17) 2.00 X 0 0 0 JUNE SMITH CHAIR 2.00 X X 0 0 0 MELBA WILSON TRUSTEE 2.00 X 0 0 0 ROBERT ZELLNER SEC/TREAS/CHAIR (THRU 6/14/18) 2.00 X X 0 0 0 LEONARD GOLDBERG CEO/HEAD OF SCHOOL 60.00 X 234026 0 67988 JONATHAN DESTINE MS ASST. PRINCIPAL 50.00 X 121908 0 12697 MARSHA DOMMEL DIRECTOR OF STUDENT SUPPORT SERVICES 50.00 X 149618 0 28333 ALISON JENSEN DIRECTOR OF STAFF DEVELOPMENT 55.00 X 163522 0 27927 JESSICA MARCU HS PRINCIPAL 50.00 X 159028 0 26482 EMILY SAMUELS ASST. HEAD OF SCHOOL 55.00 X 159841 0 56315 987943 0 219742 16 0 1 0 SCHOOL PROFESSIONALS 622 THIRD AVENUE NEW YORK NY 10017 STAFFING AGENCY 313704 WHITEMAN OSTERMAN & HANNA LP ONE COMMERCE PLAZA ALBANY NY 12260 LEGAL SERVICES 172796 SIGMA SYSTEMS GROUP INC 716 ST NICHOLAS AVE 1 NEW YORK NY 10031 TECHNOLOGY SERVICES 117000 3 20400 20400 PER PUPIL FEES 611110 11006081 11006081 GOVERNMENT GRANTS 611110 605858 605858 11611939 5677 5677 OTHER INCOME 900099 55562 55562 55562 11693578 11611939 0 61239 315721 284149 15786 15786 6872224 6300312 501912 70000 772958 708661 56494 7803 729220 667584 54923 6713 727884 666892 52589 8403 103887 15507 88380 143029 143029 95625 95625 517871 415410 102461 23440 11720 11720 319449 270258 48756 435 117000 107196 8453 1351 239098 117572 120703 823 9056 8297 759 1849 1694 134 21 256076 249969 5265 842 124373 3318 121055 TEXTS & INSTRUCTIONAL M 260350 260350 PROFESSIONAL DEVELOPMEN 143897 143897 STUDENT & TEACHER RECRU 104542 98305 6237 BAD DEBT EXPENSE 15002 15002 1805 1805 11894356 10416801 1353658 123897 20654 25875 2495342 2115095 393403 363794 206120 243984 2638279 2198674 458293 439605 3573812 3188353 1053463 1039394 227991 57379 1281454 1096773 X 2292358 2091580 2292358 2091580 3573812 3188353 -200778 0 X 0 1 X 1 0 X 0 0 0 0 0 0 1 95625 0 0 95625 0 PART II-B, LINE 1: KASIRER, LLC IS A NEW YORK BASED LOBBYING FIRM WORKING ON BEHALF OF OPPORTUNITY CHARTER SCHOOL TO ENGAGE ELECTED OFFICIALS WITH THE GOAL OF INVITING THEM TO OCS TO LEARN MORE ABOUT OUR WORK. 463199 384866 78333 1883145 1554194 328951 291935 259614 32321 439605 CAPITAL LEASE OBLIGATIONS 23347 DEFERRED RENT 20505 DUE TO FUNDER 13527 57379 X 11693578 0 11693578 0 11693578 11894356 0 11894356 0 11894356 PART X, LINE 2: THE CHARTER SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CHARTER SCHOOL IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE CHARTER SCHOOL IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME (UBIT), IF APPLICABLE. FOR THE TAX YEARS ENDED JUNE 30, 2018 AND 2017, THE CHARTER SCHOOL DID NOT OWE ANY UBIT. MANAGEMENT EVALUATED THE CHARTER SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE CHARTER SCHOOL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GENERALLY, THE CHARTER SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2015, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 UPON PUBLICIZING ITS LOTTERY EACH YEAR FOR NEW STUDENTS, THE OPPORTUNITY CHARTER SCHOOL INCLUDES IN ITS PUBLICATION MATERIAL THE FOLLOWING DISCRIMINATION POLICY: THE SCHOOL SHALL NOT DISCRIMINATE ON THE BASIS OF ETHNICITY, NATIONAL ORIGIN, GENDER OR DISABILITY. SCHEDULE E, PART I, LINE 6 OPPORTUNITY CHARTER SCHOOL RECEIVES FEDERAL TITLE GRANTS AND IDEA FUNDS, AS WELL AS NEW YORK CITY DEPARTMENT OF EDUCATION FUNDS BASED ON PER PUPIL FTE HEADCOUNT. X X X 0 0 0 0 0 0 0 0 0 LEONARD GOLDBERG CEO/HEAD OF SCHOOL 233888 0 0 0 138 0 24526 0 43462 0 302014 0 0 0 MARSHA DOMMEL DIRECTOR OF STUDENT SUPPORT SERVICES 149564 0 0 0 54 0 15680 0 12653 0 177951 0 0 0 ALISON JENSEN DIRECTOR OF STAFF DEVELOPMENT 163468 0 0 0 54 0 17137 0 10790 0 191449 0 0 0 JESSICA MARCU HS PRINCIPAL 158890 0 0 0 138 0 16666 0 9816 0 185510 0 0 0 EMILY SAMUELS ASST. HEAD OF SCHOOL 159703 0 0 0 138 0 16751 0 39564 0 216156 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE DELEGATION OF THE ACCOUNTING MANAGER/CONTROLLER POSITION WAS OUTSOURCED TO AN OUTSIDE FIRM, KIWI PARTNERS, INC., THAT WORKS UNDER CONTRACT WITH OPPPORTUNITY CHARTER SCHOOL AND REPORTS DIRECTLY TO THE CEO. IN FY 2018, KIWI PARTNERS, INC. RECEIVED $95,357 FOR SERVICES PROVIDED. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTANTS REVIEW THE FORM 990 WITH THE CEO, AND THE CEO REPORTS TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE SUBMITTED TO THE HUMAN RESOURCES DEPARTMENT BY EACH TRUSTEE, OFFICER AND KEY EMPLOYEE ANNUALLY. THE HUMAN RESOURCES DEPARTMENT MANAGER RESOLVES ANY ISSUES RELATED TO THE CONFLICT OF INTEREST POLICY. IN THE EVENT OF A CONFLICT, THE INDIVIDUAL WITH SUCH CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATION AND DECISION RELATED TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S FINANCE COMMITTEE, IN COLLABORATION WITH THE CEO, USES COMPENSATION SURVEYS, RELATED MARKET RESEARCH, AND EVALUATION OF PERFORMANCE AND EXPERIENCE IN DETERMINING COMPENSATION FOR THE CEO AND IF APPLICABLE OTHER OFFICERS AND KEY EMPLOYEES. THE FINANCE COMMITTEE THEN PRESENTS THE RECOMMENDATIONS OF ANY INCREASES TO THE BOARD OF TRUSTEES. THE COMPENSATION DISCUSSIONS AND DETERMINATIONS REGARDING THE COMPENSATION ARRANGEMENT ARE DOCUMENTED IN THE RESPECTIVE CONTRACTS, WHICH ARE SIGNED BY THE BOARD CHAIR. THERE WERE NO OTHER OFFICERS OR KEY EMPLOYEES DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION COMPLETES AN ANNUAL REPORT CONTAINING THIS INFORMATION. THIS REPORT IS PROVIDED TO THE NYC DEPARTMENT OF EDUCATION AND THE STATE EDUCATION DEPARTMENT AND IS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS.