2015-05-14T13:39:34-05:00 2014-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2013-07-01 810650035 EXCELLENCE BOYS CHARTER SCHOOL OF BEDFORD STUYVESANT EXCE 7186381830 225 PATCHEN AVENUE BROOKLYN NY 11233 FELIX LI DIRECTOR OF OPERATIONS 7186381830 2015-05-06 1 SHELBY L STENSON P00440078 5854231860 2015-05-06 2013 2016-02-25 16:41:14Z DAVID BERLIN 225 PATCHEN AVENUE BROOKLYN NY 11233 9582869 0 X WWW.UNCOMMONSCHOOLS.ORG X 2004 NY THE CHARTER SCHOOL'S MISSION IS TO PREPARE STUDENTS TO ENTER, SUCCEED IN AND GRADUATE FROM OUTSTANDING COLLEGE PREPARATORY HIGH SCHOOLS AND COLLEGES. 13 13 132 14 0 0 788605 486054 7707151 9096786 2630 29 -4228 0 8494158 9582869 0 0 0 0 6150910 6454374 0 0 0 2474864 2889850 8625774 9344224 -131616 238645 1743104 2200114 309842 528207 1433262 1671907 THE CHARTER SCHOOL'S MISSION IS TO PREPARE STUDENTS TO ENTER, SUCCEED IN AND GRADUATE FROM OUTSTANDING COLLEGE PREPARATORY HIGH SCHOOLS AND COLLEGES. 0 0 8169376 9096786 CHARTER PUBLIC SCHOOL SERVING ELEMENTARY AND MIDDLE SCHOOL GRADES IN BEDFORD STUYVESANT SECTION OF BROOKLYN, NEW YORK. ONE OF THE FEW ALL-BOYS PUBLIC SCHOOLS IN THE U.S. 8169376 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 7 0 1 132 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MS CAROLYN HACK 7183635200 1485 PACIFIC STREET BROOKLYN NY 11216 LAURA BLANKFEIN TRUSTEE 1.00 1.00 X 0 0 0 CECILY CARSON TRUSTEE 1.00 1.00 X 0 0 0 SABRINA DYCUS TRUSTEE 1.00 1.00 X 0 0 0 ALISON MASS TRUSTEE 1.00 1.00 X 0 0 0 TONY PASQUARIELLO CHAIR 1.00 1.00 X X 0 0 0 BRETT PEISER SECRETARY 1.00 1.00 X X 0 0 0 ROSA PIZZI TRUSTEE 1.00 1.00 X 0 0 0 TOKUMBO SHOBOWALE TRUSTEE 1.00 1.00 X 0 0 0 CHRYSTAL STOKES WILLIAMS TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH F WAYLAND VICE CHAIR 1.00 1.00 X X 0 0 0 JULIE KENNEDY TRUSTEE 1.00 1.00 X 0 0 0 SHAKIMA WILLIAMS-JONES TRUSTEE 1.00 1.00 X 0 0 0 LOREN COMPTON-WILLIAMS PARTIAL YEAR TRUSTEE 1.00 1.00 X 0 0 0 FELIX LI ES DIRECTOR OF OPERATIONS 50.00 0.00 X 105728 0 15637 DAVID BERLIN MS PRINCIPAL 50.00 0.00 X 118228 0 17151 DONALD STUART MS DIRECTOR OF OPERATIONS 50.00 0.00 X 87095 0 15070 KEVIN HALL ES PRINCIPAL 50.00 0.00 X 118228 0 13722 CHRISTOPHER KANG MS DIR OF OPERATIONS THRU 6/30/13 50.00 0.00 X 64209 0 1781 SAM TWEEDY HEAD OF SCHOOL 50.00 0.00 X 181547 0 13784 MARY KATHERINE RUDDY HS DIR OF OPERATIONS THRU 6/30/14 50.00 0.00 X 117110 0 17535 MARY ROTH BISIGNANO HS FOUNDING PRINCIPAL 50.00 0.00 X 127511 0 45302 919656 0 139982 6 0 1 1 UNCOMMON SCHOOLS INC 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 MANAGEMENT 942867 1 411719 74335 34572 486054 STATE AND LOCAL PER PU 611600 9096067 9096067 SCHOOL ACTIVIY FEE 611600 719 719 9096786 29 29 9582869 9096786 0 29 662627 443062 219565 4935849 4632292 303557 58980 53454 5526 370567 336738 33829 426351 386646 39705 942867 801437 141430 27516 27516 278505 67077 211428 251010 251010 85191 23205 61986 131577 111841 19736 89166 89166 PROFESSIONAL DEVELOPMEN 415345 415345 STUDENT ENRICHMENT/SERV 267985 267985 INSTRUCTIONAL SUPPLIES/ 216364 216364 REPAIRS & MAINTENANCE 115750 115750 68574 47170 21404 9344224 8169376 1174848 0 1402517 1791229 90235 106200 6058 16949 1207915 922179 244294 285736 1743104 2200114 285758 528207 24084 0 309842 528207 X 1433262 1671907 1433262 1671907 1743104 2200114 238645 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 497712 355007 142705 710203 567172 143031 285736 X 9582869 0 9582869 0 9582869 9344224 0 9344224 0 9344224 PART X, LINE 2: THE CHARTER SCHOOL HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE CHARTER SCHOOL FILES THE FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2014, THE CHARTER SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS ENDED PRIOR TO JUNE 30, 2011. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2014 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS. MANAGEMENT OF THE CHARTER SCHOOL BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 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 ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE SCHOOL APPLICATION AND AT VARIOUS COMMUNITY CENTERS USED TO INFORM THE PUBLIC ABOUT THE SCHOOL AND ITS PROGRAMS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES START-UP GRANTS FOR FACILITIES AND IMPLEMENTATION AND CORE PUPIL AID. X X 0 0 0 0 0 0 0 0 0 SAM TWEEDY HEAD OF SCHOOL 175047 0 6500 0 0 0 0 0 13784 0 195331 0 0 0 MARY KATHERINE RUDDY HS DIR OF OPERATIONS THRU 6/30/14 110610 0 6500 0 0 0 2675 0 14860 0 134645 0 0 0 MARY ROTH BISIGNANO HS FOUNDING PRINCIPAL 121011 0 6500 0 0 0 3489 0 41813 0 172813 0 0 0 SCHEDULE J, PART II, LINE 2-7 KINGS COLLEGIATE CHARTER SCHOOL, WILLIAMSBURG COLLEGIATE CHARTER SCHOOL AND EXCELLENCE BOYS CHARTER SCHOOL OF BEDFORD STUYVESANT SHARE A HIGH SCHOOL AND RELATED EMPLOYEES. HIGH SCHOOL EMPLOYEES ARE REPORTED ON WILLIAMSBURG W-3 BUT KINGS IS THE FUNDING AGENT AND RECORDS ALL REVENUES AND EXPENSES. TOTAL EXPENSES AND REVENUES ARE ALLOCATED AMONG THE THREE SCHOOLS BASED ON THE NUMBER OF STUDENTS. KINGS AND WILLIAMSBURG ARE RELATED ORGANIZATIONS THROUGH COMMON BOARDS AND EXCELLENCE BOYS CHARTER SCHOOL IS CONSIDERED AN UNRELATED ORGANIZATION. THERE ARE 6 EMPLOYEES WHO'S COMPENSATION IS LISTED ON PART VII WHICH HAD PAYMENTS FROM AN UNRELATED ENTITY (KINGS AND WILLIAMSBURG). THE COMPENSATION PAID BY KINGS AND WILLIAMSBURG IS COMBINED WITH THE AMOUNT PAID BY EXCELLENCE ON LINE (I). THE AMOUNT PAID BY KINGS AND WILLIAMSBURG FOR EACH EMPLOYEE IS AS FOLLOWS: MAYA ROTH BISIGNANO - BASE WAGES $48,404 KINGS; $62,926 WILLIAMSBURG - BONUS $2,600 KINGS; $ 3,380 WILLIAMSBURG - RETIREMENT $1,396 KINGS; $1,814 WILLIAMSBURG - NONTAXABLE BENEFITS $16,725 KINGS; $21,743 WILLIAMSBURG - TOTAL = $158,988 MARY KATHERINE RUDDY - BASE WAGES $44,244 KINGS; $57,517 WILLIAMSBURG - BONUS $2,600 KINGS; $3,380 WILLIAMSBURG - RETIREMENT $1,070 KINGS; $1,391 WILLIAMSBURG - NONTAXABLE BENEFITS $5,944 KINGS; $7,727 WILLIAMSBURG - TOTAL = $123,873 THOMAS OBRIEN - BASE WAGES $ KINGS; $ WILLIAMSBURG - BONUS $ KINGS; $ WILLIAMSBURG - RETIREMENT $ KINGS; $ WILLIAMSBURG - NONTAXABLE BENEFITS $ KINGS; $ WILLIAMSBURG - TOTAL = $ ANDY WRIGHT - BASE WAGES $ KINGS; $ WILLIAMSBURG - BONUS $ KINGS; $ WILLIAMSBURG - RETIREMENT $ KINGS; $ WILLIAMSBURG - NONTAXABLE BENEFITS $ KINGS; $ WILLIAMSBURG - TOTAL = $ LAUREN CARACCIOLA - BASE WAGES $ KINGS; $ WILLIAMSBURG - BONUS $ KINGS; $ WILLIAMSBURG - RETIREMENT $ KINGS; $ WILLIAMSBURG - NONTAXABLE BENEFITS $ KINGS; $ WILLIAMSBURG - TOTAL = $ CHRISTINE ALGOZO - BASE WAGES $43,677 KINGS; $56,780 WILLIAMSBURG - BONUS $200 KINGS; $260 WILLIAMSBURG - RETIREMENT $1,324 KINGS; $1,721 WILLIAMSBURG - NONTAXABLE BENEFITS $5,513 KINGS; $7,167 WILLIAMSBURG - TOTAL = $116,642 X 34572 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE SCHOOL UTILIZES UNCOMMON SCHOOLS, INC., AN UNRELATED 501(C)(3) ORGANIZATION, TO PROVIDE MANAGEMENT AND OTHER ADMINISTRATIVE SUPPORT SERVICES TO THE SCHOOL. THE SCHOOL DELEGATES HIRING OF CERTAIN EMPLOYEES, PLANNING AND EXECUTING BUDGETS, AND OTHER FINANCIAL OPERATIONS TO UNCOMMON SCHOOLS, INC. JULIE KENNEDY IS ON THE SCHOOL BOARD OF TRUSTEES AND THE MANAGING DIRECTOR OF UNCOMMON SCHOOLS INC. UNCOMMON SCHOOLS, INC. DOES NOT COMPENSATE JULIE KENNEDY TO BE ON THE BOARD OF THE SCHOOL AND HER INVOLVEMENT WITH THE BOARD IS ON A VOLUNTEER BASIS. BRETT PEISER IS ON THE SCHOOL BOARD OF TRUSTEES AND THE CHIEF EXECUTIVE OFFICER OF UNCOMMON SCHOOLS INC. UNCOMMON SCHOOLS, INC. DOES NOT COMPENSATE BRETT PEISER TO BE ON THE BOARD OF THE SCHOOL AND HIS INVOLVEMENT WITH THE BOARD IS ON A VOLUNTEER BASIS. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS THE FORM 990 IN DETAIL. IT IS THEN PROVIDED TO THE BOARD FOR FINAL REVIEW AND IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO EVALUATE AND DISCLOSE CONFLICTS OF INTERESTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THROUGH THE ANNUAL BUDGET APPROVAL PROCESS ALL COMPENSATION FOR KEY EMPLOYEES IS APPROVED BY SCHOOL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON WWW.GUIDESTAR.ORG. UNCOMMON CHARTER HIGH SCHOOL EMPLOYEES ARE INCLUDED IN TOTAL EMPLOYEES REPORTED ON WILLIAMSBURG COLLEGIATE CHARTER SCHOOL FORM W-3 AS WILLIAMSBURG'S EIN IS ASSOCIATED WITH THESE EMPLOYEES. EXCELLENCE BOYS CHARTER SCHOOL OF BEDFORD STUYVESANT, WILLIAMSBURG COLLEGIATE CHARTER SCHOOL AND KINGS COLLEGIATE CHARTER SCHOOL SHARE THE HIGH SCHOOL AND EXPENSES ARE ALLOCATED BASED ON THE NUMBER OF STUDENTS. KINGS COLLEGIATE CHARTER SCHOOL IS THE FUNDING AGENT AND ITEMS ARE PAID BY KINGS AND EXPENSES ARE THEN ALLOCATED AND REIMBURSED TO KINGS FROM WILLIAMSBURG AND EXCELLENCE. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS. EXCELLENCE GIRLS CHARTER SCHOOL 794 MONROE STREET 3RD FLOOR BROOKLYN NY 11221 264475595 CHARTER SCHOOL NY 501(C)(3) LINE 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0