2017-02-14T13:01:23-06:00 2016-06-30 860683059 BEACHFLEISCHMAN PC 1985 EAST RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2015-07-01 861155866 IMAGO DEI MIDDLE SCHOOL IMAG 5208824008 PO BOX 3056 TUCSON AZ 85712 KIRT GARDNER PRESIDENT 5208824008 2017-02-13 1 KELLY L MELTZER CPA P00633511 5203214600 2015 2021-01-29 14:40:06Z KIRT GARDNER PO BOX 3056 TUCSON AZ 85712 1638286 0 X WWW.IMAGODEISCHOOL.ORG X 2005 AZ MIDDLE SCHOOL EDUCATION (5TH-8TH) FOR BOYS AND GIRLS LIVING AT OR BELOW THE POVERTY LINE. 17 17 22 100 0 0 1402576 1632953 0 0 0 353 0 -32259 1402576 1601047 0 0 0 0 858803 948753 0 0 102185 353605 364910 1212408 1313663 190168 287384 287103 496293 294533 216519 -7430 279774 X IMAGO DEI MIDDLE SCHOOL IS AN INDEPENDENT, TUITION-FREE MIDDLE SCHOOL FOR CHILDREN OF LOW-INCOME FAMILIES FROM TUCSON NEIGHBORHOODS. WE ADMIT CHILDREN OF DIVERSE FAITHS, RACES, CULTURES, AND COGNITIVE PROFILES, BELIEVING IN THE EPISCOPAL TRADITION THAT WE FIND GOD IN AND THROUGH EACH OTHER'S PRESENCE.IMAGO DEI'S SMALL CLASSES, INDIVIDUALIZED CURRICULA, AND EXTENDED SCHOOL DAYS PROVIDE RIGOROUS ACADEMIC, MORAL AND SOCIAL INSTRUCTION. IN CLOSE PARTNERSHIP WITH FAMILIES, WE ARE AN INNOVATIVE LEARNING COMMUNITY THAT AFFORDS STRUCTURED SUPPORT TO HELP STUDENTS THRIVE. TOGETHER, WE ARE A SCHOOL THAT NEVER GIVES UP ON A CHILD.IMAGO DEI CHALLENGES STUDENTS TO DISCOVER AND DEVELOP THE FULLNESS OF THEIR INDIVIDUAL GIFTS. WE SEEK TO PREPARE GRADUATES WHO WILL CONTRIBUTE INTELLECTUALLY, MORALLY AND ACTIVELY TO THE SOCIETY THEY WILL INHERIT. (ADOPTED AND MODIFIED WITH PERMISSION FROM THE EPIPHANY SCHOOL IN DORCHESTER, MA). 0 0 1028996 IMAGO DEI MIDDLE SCHOOL, ESTABLISHED IN 2005, SERVES BOYS AND GIRLS IN THE 5TH THROUGH 8TH GRADES FROM FAMILIES WITH LOW INCOME RESIDING IN TUCSON AND SOUTH TUCSON. IMAGO DEI MIDDLE SCHOOL IS MODELED AFTER THE EPIPHANY SCHOOL IN DORCHESTER, MASSACHUSETTS AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS. IMAGO DEI IS COMMITTED TO PROVIDING A COMPREHENSIVE CURRICULUM AND SUPPORT SERVICES INCLUDING THE FOLLOWING: * QUALITY ACADEMIC, PHYSICAL, SOCIAL, AND SPIRITUAL EDUCATION. * INDIVIDUALIZED SUPPORT, NURTURING EACH CHILD'S DEVELOPMENT AND IDENTITY. * AN EXTENDED SCHOOL DAY (10 HOURS), WEEK (5 AND 1/2 DAYS) AND YEAR (11 MONTHS). * SMALL CLASSES FOR SPECIALIZED INSTRUCTION (TEACHING RATIO OF 1 TO 10). * TUITION-FREE EDUCATION. * ACCESS TO VITALLY NEEDED HEALTH, PREVENTION, AND SOCIAL SERVICES. * OPPORTUNITIES FOR STRONG PARENTAL INVOLVEMENT.IMAGO DEI MIDDLE SCHOOL IS FOCUSED ON EDUCATING THE WHOLE CHILD AND BREAKING CYCLES OF POVERTY. THE CRITERION FOR ADMISSION IS BASED ON STUDENTS QUALIFYING FOR THE FEDERAL GOVERNMENT FREE/REDUCED LUNCH PROGRAM. STUDENTS WHO QUALIFY FINANCIALLY ARE ADMITTED ON A ROLLING BASIS UNTIL THE CLASS IS FULL, AND THEN APPLICANTS ARE ADDED TO A WAIT LIST FOR OPENINGS. THE COST OF TUITION AT IMAGO DEI MIDDLE SCHOOL IS APPROXIMATELY $15,000 PER YEAR PER CHILD. IMAGO DEI OPERATES AS A TUITION-FREE SCHOOL DUE TO THE ECONOMIC LIMITATIONS OF STUDENTS' FAMILIES; THEREFORE, DONOR SUPPORT IS ESSENTIAL FOR THE SUCCESS OF IMAGO DEI'S MISSION. 1028996 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X ANNE SAWYER 5208824008 55 N 6TH AVE TUCSON AZ 85701 RICHARD AGUILAR BOARD MEMBER 1.60 X 0 0 0 DAN DOOLEY BOARD MEMBER 1.60 X 0 0 0 JIL FELDHAUSEN BOARD MEMBER 1.60 X 0 0 0 ISAAC FIGUEROA BOARD MEMBER 1.60 X 0 0 0 JUDY GANS BOARD MEMBER 1.60 X 0 0 0 SHARON LEVIN BOARD MEMBER 1.60 X 0 0 0 LETICIA MARQUEZ BOARD MEMBER 1.60 X 0 0 0 DAN MESSIER BOARD MEMBER 1.60 X 0 0 0 WAYNE NORTH BOARD MEMBER 1.60 X 0 0 0 GERRY OGUSS BOARD MEMBER 1.60 X 0 0 0 LAURA SHAW BOARD MEMBER 1.60 X 0 0 0 PAM SCHIFANO BOARD MEMBER 1.60 X 0 0 0 KIRK SMITH BOARD MEMBER 1.60 X 0 0 0 ROBERT SWIFT BOARD MEMBER 1.60 X 0 0 0 KIRT GARDNER PRESIDENT 1.60 X X 0 0 0 JANICE BRUNDAGE VICE PRESIDENT 1.60 X X 0 0 0 PATRICK FENOUGHTY SECRETARY 1.60 X X 0 0 0 CHARLIE CAJERO TREASURER 1.60 X X 0 0 0 REV ANNE SAWYER MA HEAD OF SCHOOL & CO-FOUNDER 60.00 X 50000 0 39500 REV SUSAN ANDERSON-SMITH CHAPLAIN & CO-FOUNDER 60.00 X 50000 0 39500 100000 0 79000 0 0 0 0 0 35968 1929 1595056 1632953 353 353 4980 35968 37239 -32259 -32259 1601047 0 0 -31906 181697 90849 45424 45424 561321 467774 51812 41735 60412 53126 1164 6122 95598 76428 19170 49725 38288 11437 9000 9000 2494 1421 1073 1024 1024 41250 34825 6425 4322 3890 432 168379 151541 16838 1897 1897 6979 3442 3537 10834 10834 15751 14963 788 3581 3223 358 STUDENT MEALS 61960 61960 STUDENT ACTIVITIES 15608 15608 DEVELOPMENT 8904 8904 DUES AND FEES 7671 3481 4190 5256 5256 1313663 1028996 182482 102185 13655 311607 20000 185130 115000 3953 124567 77505 61865 47062 20124 2500 2500 287103 496293 57802 37788 161731 116731 75000 62000 294533 216519 X -81015 234650 53585 25124 20000 20000 -7430 279774 287103 496293 287384 -180 0 X 1 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 20000 173 49 20124 0.99000 0.01000 0 0 117067 77505 39562 7500 7500 47062 X 1600818 -180 -180 1600998 49 49 1601047 1313614 0 1313614 49 49 1313663 PART V, LINE 4: THE ENDOWMENT FUND (THE FUND) WAS ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS TO PROVIDE A RELIABLE SOURCE OF REVENUE OVER TIME TO SUPPORT THE OPERATIONS OF IMAGO DEI MIDDLE SCHOOL AND TO MANAGE FUNDS THAT ARE DESIGNATED BY DONORS FOR SPECIFIC PURPOSES. PART X, LINE 2: FINANCIAL STATEMENTS FIN 48 (ASC 740) FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS MADE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME ("UBTI"). GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE ORGANIZATION IS ONLY SUBJECT TO INCOME TAXES ON UBTI AS APPLICABLE. AS A RESULT, THE ORGANIZATION IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. 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 NONDISCRIMINATION POLICY IS PUBLICIZED ON THE SCHOOL'S WEBSITE, APPLICATION FOR ADMISSION, AND PRINTED BROCHURES. SCHEDULE E, PART I, LINE 6 $1,618 WAS RECEIVED IN NOVEMBER FROM THE FEDERAL ERATE PROGRAM. SPRING FUNDRAISER 31948 26968 4980 12000 14427 FALL FESTIVAL DEVELOPMENT 9000 9000 10812 40948 35968 4980 12000 25239 37239 -32259 ANNE SAWYER CO-FOUNDER OPERATIONS X 79600 70731 0 1 1 SUSAN ANDERSON-SMITH CO-FOUNDER OPERATIONS X 138000 46000 0 1 1 116731 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING THE FISCAL YEAR TO INCREASE THE MAXIMUM NUMBER OF MEMBERS WHO CAN SERVE ON THE BOARD FROM 14 TO 17. THE BOARD IS ALSO NOW REQUIRED TO MEET 6 TIMES PER YEAR INSTEAD OF 12. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND A DRAFT IS PROVIDED TO THE HEAD OF SCHOOL AND TREASURER FOR REVIEW. UPON APPROVAL OF THE HEAD OF SCHOOL AND THE TREASURER, A COPY IS PROVIDED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY PROTECTS IMAGO DEI MIDDLE SCHOOL AND ITS INTERESTS WHEN CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTERESTS OF A MEMBER OF THE BOARD OF TRUSTEES. BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE EXISTING RELATIONSHIPS THAT COULD LEAD TO A CONFLICT OF INTEREST. TRUSTEES WITH A POTENTIAL CONFLICT ARE REQUIRED TO LEAVE THE BOARD MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 TEACHER AND STAFF SALARIES ARE BASED ON LEVEL OF EDUCATION, EXPERIENCE AND MARKET RATES FOR COMPENSATION FOR POSITIONS IN SIMILAR SCHOOLS IN THIS GEOGRAPHIC AREA. SALARIES ARE REVIEWED ANNUALLY BY MANAGEMENT AND APPROVED BY THE BOARD OF DIRECTORS. THE SALARIES OF THE COFOUNDERS ARE STILL UNDER MARKET, HOWEVER, EFFORTS ARE UNDERWAY TO BRING THEIR SALARIES CLOSER TO APPROPRIATE RATES OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.