2016-02-11T16:18:07-06:00 2015-06-30 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2014-07-01 861155866 IMAGO DEI MIDDLE SCHOOL IMAG 5208824008 PO BOX 3056 TUCSON AZ 85712 KIRT GARDNER PRESIDENT 5208824008 2016-01-20 1 JAY J SENKERIK CPA P00533241 5203214600 2014 2016-04-25 22:37:26Z KIRT GARDNER PO BOX 3056 TUCSON AZ 85712 1402576 0 X WWW.IMAGODEISCHOOL.ORG X 2005 AZ MIDDLE SCHOOL EDUCATION (5TH-8TH) FOR BOYS AND GIRLS LIVING AT OR BELOW THE POVERTY LINE. 11 11 22 94 0 0 1124804 1402576 0 0 0 0 0 0 1124804 1402576 0 0 0 0 761141 858803 0 0 98155 408913 353605 1170054 1212408 -45250 190168 135096 287103 332694 294533 -197598 -7430 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 958656 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. 958656 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 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 7 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 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 DR JANICE K BRUNDAGE TRUSTEE 1.60 X 0 0 0 JIL FELDHAUSEN MS RD TRUSTEE 1.60 X 0 0 0 LETICIA MARQUEZ JD TRUSTEE 1.60 X 0 0 0 REV DAN MESSIER TRUSTEE 1.60 X 0 0 0 GERRY OGUSS TRUSTEE 1.60 X 0 0 0 LEAH H OLIVER TRUSTEE 1.60 X 0 0 0 LAURA SHAW TRUSTEE 1.60 X 0 0 0 MELISSA SOLYN JD TRUSTEE 1.60 X 0 0 0 DEAN KELLY TRUSTEE 1.60 X 0 0 0 EBONY LANE YANCEY TRUSTEE 1.60 X 0 0 0 KIRT GARDNER PRESIDENT 1.60 X X 0 0 0 REV BRUCE WHITE VICE PRESIDENT 1.60 X X 0 0 0 J BRADLEY STROUP SECRETARY 1.60 X X 0 0 0 ALICIA WHITE MBA CPA TREASURER 1.60 X X 0 0 0 REV SUSAN ANDERSON-SMITH CO-FOUNDER AND CHAPLAIN 55.00 X 47295 0 35245 REV ANNE SAWYER MA CO-FOUNDER AND HEAD OF SCHOOL 55.00 X 47295 0 35245 94590 0 70490 0 0 0 0 0 33042 1369534 1402576 1402576 0 0 0 165080 92392 27681 45007 563673 469531 47914 46228 84755 64299 20456 45295 34877 10418 6750 6750 4475 3446 1029 708 708 26728 21913 4815 1939 1745 194 152691 137433 15258 1620 1620 5395 2602 2793 13480 13480 13215 12554 661 4559 4103 456 STUDENT MEALS 64975 64975 STUDENT ACTIVITIES 33849 33849 DUES AND FEES 9047 5355 3692 UNIFORMS 7254 7254 6920 6920 1212408 958656 155597 98155 60623 13655 20000 1682 185130 3953 123619 61754 70291 61865 2500 2500 135096 287103 49180 57802 181731 161731 101783 75000 332694 294533 X -209521 -81015 11923 53585 20000 -197598 -7430 135096 287103 190168 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116119 61754 54365 7500 7500 61865 X 1402576 0 1402576 0 1402576 1212408 0 1212408 0 1212408 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. WITH LIMITED EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATION FOR ANY YEARS EARLIER THAN 2012 FOR FEDERAL AND 2011 FOR STATE. 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 MONTHLY PAYMENTS WERE RECEIVED FROM THE NATIONAL SCHOOL LUNCH PROGRAM. IN ADDITION, $2,484 WAS RECEIVED IN AUGUST FROM THE FEDERAL ERATE PROGRAM. ANNE SAWYER CO-FOUNDER OPERATIONS X 79600 70731 0 1 1 SUSAN ANDERSON-SMITH CO-FOUNDER OPERATIONS X 138000 91000 0 1 1 161731 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.