2018-05-15T18:43:47-05:00 2017-06-30 271728945 PKF O'Connor Davies LLP 665 Fifth Avenue New York NY 10022 990 2016-07-01 460977805 CITIZENS OF THE WORLD CHARTER SCHOOL NEW YORK 1 CITI 7183841386 424 Leonard Street BROOKLYN NY 11222 ERIN sarver-CORBETT Interim Executive Director 7183841386 2018-05-15 1 GARRETT M HIGGINS P00543209 2122862600 2018-05-15 2016 2022-09-23 18:48:47Z ERIN Sarver-CORBETT 424 Leonard Street BROOKLYN NY 11222 11176056 0 X WWW.CWC-NEWYORK.ORG X 2012 NY To create high-achieving, racially and socio-economically diverse public charter schools. 6 6 148 6 0 0 340048 483592 8821378 10664437 1494 1061 84669 26966 9247589 11176056 0 0 0 0 6325890 8696147 0 0 0 2158656 2458383 8484546 11154530 763043 21526 2860981 2335253 1084856 537602 1776125 1797651 X The mission of the Organization is to create high-achieving, community-based public schools that reflect the abundant socioeconomic, racial and cultural diversity of their surroundings. (Continued on Schedule O)Our Schools exemplify an intellectually challenging, experiential learning environment that develops each student's abilities, confidence, and sense of responsibility for themselves and their community. In this spirit, we work conscientiously to build strong communities both within and outside the classroom. 0 0 9383490 10664437 OUR SCHOOLS EXEMPLIFY AN INTELLECTUALLY CHALLENGING, EXPERIMENTIAL LEARNING ENVIRONMENT THAT DEVELOPS EACH STUDENT'S ABILITIES, CONFIDENCE, AND SENSE OF RESPONSIBILITY FOR THEMSELVES AND THEIR COMMUNITY. IN THIS SPIRIT, WE WORK CONSCIENTIOUSLY TO BUILD STRONG COMMUNITIES BOTH WITHIN AND OUTSIDE THE CLASSROOM. EXPENSES DIRECTLY ASSOCIATED WITH THE OPERATIONS OF TWO CHARTER SCHOOLS AND THE RELATED CURRICULUM COSTS. FOR THE 2016-17 SCHOOL YEAR, WE SERVED APPROXIMATELY 651 STUDENTS IN TWO SCHOOLS IN GRADES KINDERGARTEN THROUGH Fourth. 9383490 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 148 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X EdTec inc 6465388232 1410-A 62nd Street Emeryville CA 94608 MATT SCOTT BOARD CHAIR 10.00 X X 0 0 0 KELLY BALL SEcretary 5.00 X X 0 0 0 Evan McLaughlin trEASURER 5.00 X X 0 0 0 THEODORE ROBERT STRAUB Trustee 5.00 X 0 0 0 MARY-MASON BOAZ TRUSTee 5.00 X 0 0 0 DESHAUN MARS TRUSTee 5.00 X 0 0 0 CHAD FERGUSON Executive Director 50.00 X 201479 0 9421 Meredith Cronk Principal 50.00 X 138499 0 9448 heather cabrera deputy director 50.00 X 146626 0 11774 ERIN SARVER-CORBETT DEPUTy director 50.00 X 110699 0 9976 597303 0 40619 4 0 1 0 EDTEC INC 1410A 62ND ST EMERYVILLE CA 94608 MANAGEMENT SERVICES 156196 1 476295 7297 483592 Gov't per-pupil rev. 611110 10647578 10647578 Program & Other Educational Fees 611110 16859 16859 10664437 1061 1061 Miscellaneous Revenue 900099 26966 26966 26966 11176056 10664437 0 28027 223860 192482 31378 7075633 6083846 991787 105769 90938 14831 670065 576111 93954 620820 533771 87049 762392 533861 228531 55880 55880 32250 32250 360928 307399 53529 85662 85662 159523 71263 88260 149570 134613 14957 63334 57001 6333 34547 31092 3455 1572 1572 149050 134145 14905 54550 49094 5456 Classroom supplies 418156 418156 Special events 61510 61510 misc expenses 45656 45656 NON-CAPITALIZED FURNITU 12564 11307 1257 11239 11239 11154530 9383490 1771040 0 185869 104752 1679893 977793 377580 575619 5617 8205 24119 59025 776367 325577 484781 450790 103122 159069 2860981 2335253 572020 232812 12836 54790 500000 250000 1084856 537602 X 1776125 1797651 1776125 1797651 2860981 2335253 21526 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 597824 256149 341675 178543 69428 109115 450790 RESTRICTED CASH 150169 SECURITY DEPOSIT 5900 DUE FROM OTHER FUND 3000 159069 LOAN FROM RELATED ORGANIZATION - CWCS 250000 250000 X 11176056 0 11176056 0 11176056 11154530 0 11154530 0 11154530 Part X, Line 2: The School recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that the School had no uncertain tax positions that would require financial statement recognition or disclosure. The School is no longer subject to examinations by the applicable taxing jurisdictions for years prior to June 30, 2014. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 AS A PUBLIC SCHOOL, SUBJECT TO OPEN ENROLLMENT, THE CHARTER SCHOOL IS NOT SUBJECT TO THE SPECIFIC GUIDELINES SET FORTH IN REV. PROC. 75-50. Schedule E, Part I, Line 6 THE ORGANIZATION RECEIVES PER-PUPIL FUNDING FROM THE NYC BOARD OF EDUCATION UNDER THEIR CHARTER AGREEMENT. THE ORGANIZATION ALSO RECEIVED VARIOUS FEDERAL, STATE, AND CITY FUNDS INCLUDING FEDERAL ENTITLEMENTS TO ASSIST WITH COVERING THE COST OF CERTAIN PROGRAMS. X X X 0 0 0 0 0 0 0 0 0 CHAD FERGUSON Executive Director 201479 0 0 0 0 0 0 0 9421 0 210900 0 0 0 heather cabrera deputy director 146626 0 0 0 0 0 0 0 11774 0 158400 0 0 0 Part I, Line 3 THE BOARD OF TRUSTEES UTILIZES ANALYZES COMPENSATION DATA FROM THE IRS FORM 990S OF SIMILAR NON-PROFIT ORGANIZATIONS AND TO ASSIST IN THE BOARDS REVIEW AND ESTABLISHMENT OF COMPENSATION FOR THE CEO, OTHER KEY EMPLOYEES AND DISQUALIFIED PERSONS. THE DISCUSSIONS, DELIBERATIONS AND DECISION ARE RECORDED IN THE COMMITTEE MINUTES. THE PROCESS WAS LAST CONDUCTED IN 2016. Form 990, Part VI, Section A, line 6 The sole member of the Corporation shall be Citizens of the World Charter Schools, Inc., a California non-profit corporation authorized to do business in New York (the "Member"). The board of directors of the Member shall exercise the Member's membership powers, rights and privileges. Form 990, Part VI, Section A, line 7a The Member shall have all powers, rights and privileges accorded members of not-for-profit corporations in the New York Not-for-Profit Corporation law (the "N-PCL"), including, but not limited to the right to appoint or remove persons who serve on the Board of the School (the "Board"). Form 990, Part VI, Section A, line 7b A majority of the Trustees may adopt, amend or repeal these By-laws subject to approval by the charter entity. In addition, the sole member can approve any merger, consolidation, sale of substantially all assets, liquidation or dissolution. Form 990, Part VI, Section B, line 11b FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL. IF CHANGES ARE REQUIRED THE organization WILL THEN FORWARD TO THE AUDITING FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL BOARD MEMBERS after THE IRS SUBMISSION. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTERESTS TO THE BOARD OR COMMITTEE. AFTER THE INTERESTED PERSON DISCLOSES ALL MATERIAL FACTS, THE INDIVIDUAL SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE BOARD MINUTES OF THE MEETING SHALL DISCLOSE THE NAME OF THE INTERESTED PERSON, THE CONFLICT OF INTEREST, THE NAMES OF THE INDIVIDUALS AT THE MEETING, AND THE RESULT OF THE VOTE HELD BY THE BOARD OR COMMITTEE. ANNUALLY, ALL INTERESTED PERSONS SHALL SIGN A STATEMENT OF AFFIRMATION STATING THAT THEY HAVE RECEIVED A COPY OF THE ONFLICT OF INTEREST POLICY, AND AGREE TO ABIDE BY IT. Form 990, Part VI, Section B, line 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S DIRECTORS AND KEY EMPLOYEES (IF ANY) INCLUDES THE USE OF COMPARABLE DATA SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS. THE BOARD OF TRUSTEES REVIEWS THE COLLECTED DATA AND VOTES ON THE COMPENSATION. THE PROCESS LAST OCCURRED IN 2017, AND IS DOCUMENTED IN THE MINUTES OF THE BOARD. Form 990, Part VI, Section C, line 19 UPON REQUEST THE SCHOOLS MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. CITIZENS OF THE WORLD CHARTER SCHOOLS 5371 WILLSHIRE BLVD SUITE 210 LOS ANGELES CA 90036 452823612 NETWORK OF CHARTER SCHOOLS CA 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0