2017-05-02T11:56:00-05:00 2016-06-30 420714325 RSM US LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2015-07-01 201157094 OPPORTUNITY CHARTER SCHOOL OPPO 2128666137 240 WEST 113TH STREET NEW YORK NY 10026 MR LEONARD GOLDBERG CEO/HEAD OF SCHOOL 2128666137 2017-05-02 1 LYNNE JOHNSON P00757336 2123721000 2015 2021-01-29 14:40:06Z MR LEONARD GOLDBERG 240 WEST 113TH STREET NEW YORK NY 10026 10763969 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. 10 10 148 10 0 0 94220 47593 10359289 10678197 4445 5848 1134 32331 10459088 10763969 0 0 0 0 8581057 8476582 0 0 63375 1727369 1865928 10308426 10342510 150662 421459 3277543 3727263 1017552 1045813 2259991 2681450 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 5788200 6620483 SPECIAL EDUCATION:-FOR 2015-16, OCS SPECIAL EDUCATION HIGH SCHOOL COMPLETION RATE WAS ABOVE THE CITY AND DISTRICT 3 AVERAGES.-IN 2015-16 OCS WAS ABOVE APPROACHING TARGET ON THE NEW YORK CITY QUALITY REPORT FOR SPECIAL EDUCATION STUDENTS' PERFORMANCE ON THE ELA AVERAGE PROFICIENCY RATE. 1773686 2028857 HIGH SCHOOL:-IN 2015-16, OCS MET NEW YORK CITY QUALITY REPORT TARGETS FOR SIX-YEAR GRADUATION RATES.-IN 2015-16, OCS EXCEEDED NEW YORK CITY QUALITY REPORT TARGETS FOR NON-DROPOUT RATES-IN 2015-16, OCS EXCEEDED NEW YORK CITY QUALITY REPORT TARGETS FOR 6-YEAR COLLEGE READINESS INDEX WITH PERSISTENCE AND POST-SECONDARY ENROLLMENT RATE. 1773687 2028857 MIDDLE SCHOOL-IN 2015-16, OCS MET NEW YORK CITY QUALITY REPORT TARGETS FOR AVERAGE STUDENT PROFICIENCY IN ELA.-IN 2015-16, OCS MET NEW YORK CITY QUALITY REPORT TARGETS FOR CORE COURSE PASSING RATE FOR HUMANITIES. 9335573 1 1 0 0 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 22 0 1 148 1 0 0 0 0 0 0 0 0 0 0 X 10 10 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 FROM JUNE 2016 TRUSTEE 2.00 X 0 0 0 MARK ALTER UNTIL MARCH 2016 TRUSTEE 2.00 X 0 0 0 CLAIRE BOREN FROM SEPT 2015 TRUSTEE 2.00 X 0 0 0 SCOTT BROTHERS FROM SEPT 2015 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 MAXCEL HARDY TRUSTEE 2.00 X 0 0 0 ERIC LONDON FROM SEPT 2015 TRUSTEE 2.00 X 0 0 0 JULIE MCGEE UNTIL JAN 2016 TRUSTEE 2.00 X 0 0 0 PHILIP PALLONE TRUSTEE 2.00 X 0 0 0 JERRY SCHWARTZ TRUSTEE (UNTIL DECEMBER 2015) 2.00 X 0 0 0 JUNE SMITH CHAIR 2.00 X X 0 0 0 ROBERT ZELLNER SECRETARY/TREASURER/CHAIR-FIN COMM 2.00 X X 0 0 0 LEONARD GOLDBERG CEO/HEAD OF SCHOOL 60.00 X 212029 0 64120 EMILY SAMUELS ASST. HEAD OF SCHOOL 55.00 X 140774 0 45529 ASYA JOHNSON HS PRINCIPAL 50.00 X 134579 0 25307 ALLISON MUTZEL MS PRINCIPAL 50.00 X 130122 0 25828 JESSICA MARCU SPECIAL ED DIRECTOR 50.00 X 124962 0 22078 GAIL EDWARDS HR DIRECTOR 50.00 X 109008 0 23389 851474 0 206251 6 0 1 0 SCHOOL PROFESSIONALS 420 LEXINGTON AVENUE SUITE 2100 NEW YORK NY 10170 STAFFING AGENCY 374803 SIGMA SYSTEMS GROUP INC 716 ST NICHOLAS AVE 1 NEW YORK NY 10031 TECHNOLOGY SERVICES 120738 2 47593 15000 47593 PER PUPIL FEES 611110 10323429 10323429 GOVERNMENT GRANTS 611110 354768 354768 10678197 5848 5848 OTHER INCOME 900099 32331 32331 32331 10763969 10678197 0 38179 286841 258155 14343 14343 6383338 6045027 302598 35713 446315 422866 21387 2062 681462 645656 32656 3150 678626 641172 32598 4856 80963 6935 74028 105316 105316 515788 426343 89445 343675 256156 87418 101 123840 117005 5949 886 116188 103041 12467 680 2795 2795 2933 2787 146 151329 107889 43440 120953 3659 117294 TEXTS & INSTRUCTIONAL M 152835 152835 STUDENT & TEACHER RECRU 102389 96328 4477 1584 PROFESSIONAL DEVELOPMEN 43558 43558 REPAIRS & MAINTENANCE 3366 3366 10342510 9335573 943562 63375 11709 12204 2626778 2935136 195950 206665 127820 182507 2124828 1734077 315286 390751 3277543 3727263 942340 927316 75212 118497 1017552 1045813 X 2259991 2681450 2259991 2681450 3277543 3727263 421459 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 397254 322504 74750 1458887 1184088 274799 268687 227485 41202 390751 CAPITAL LEASE OBLIGATIONS 50051 DEFERRED RENT 7458 DUE TO FUNDER 60988 118497 X 10765969 2000 2000 10763969 0 10763969 10344510 2000 2000 10342510 0 10342510 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, 2016 AND 2015, 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 2012, 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 211891 0 0 0 138 0 22221 0 41899 0 276149 0 0 0 EMILY SAMUELS ASST. HEAD OF SCHOOL 140636 0 0 0 138 0 6813 0 38716 0 186303 0 0 0 ASYA JOHNSON HS PRINCIPAL 134531 0 0 0 48 0 14104 0 11203 0 159886 0 0 0 ALLISON MUTZEL MS PRINCIPAL 130068 0 0 0 54 0 13637 0 12191 0 155950 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 2016, KIWI PARTNERS, INC. RECEIVED $64,790 FOR SERVICES PROVIDED. FORM 990, PART VI, SECTION B, LINE 11 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.