2015-11-05T13:54:26-06:00 2014-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2014-01-01 954232535 Joan Macy School JOAN 9095965921 1350 Third Street La Verne CA 91750 Charles Rich Executive Director 9095965921 2015-11-05 1 Sean E Cain CPA P01612986 6264036801 2014 2016-04-25 22:37:26Z Charles Rich 1350 Third Street La Verne CA 91750 822474 0 X www.joanmacyschool.org X 1989 CA Joan Macy School ("the School") is a nonpublic school for seriously emotionally disturbed children. 9 9 24 2 0 0 9058 3748 740999 815063 65 877 0 2786 750122 822474 0 0 0 0 495013 580767 0 0 0 203142 240197 698155 820964 51967 1510 345474 352567 88576 94159 256898 258408 The ultimate goal is to prepare students academically and socially to return to a traditional school setting. 0 0 739506 815063 Joan Macy School was established in 1989 as a specialized non-public school for at risk adolescent females requiring a more structured, therapeutic educational setting. Since then it has expanded its program to serve students grades 1-12 referred by local school districts. Class sizes are typically ten students or less, with a full regiment of special education services and an array of courses designed to meet the diploma requirements as well as vocational training for improved transition to traditional programs. For 2014, the school provided 180 school days. 70 individual students were served throughout the year, reflecting 45 students from the surrounding districts and 25 residential students. 739506 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Phoebe Miyamoto 9095965921 1350 Third Street La Verne CA 91750 Robert A Dalton President 1.00 X X 0 0 0 Claudia Farmer Vice President 1.00 X X 0 0 0 Elsie Harber Treasurer 1.00 X X 0 0 0 Cathy Shehan Secretary 1.00 X X 0 0 0 Sharon L Nagel Board Member 1.00 X 0 0 0 Karen Nehrenz Board Member 1.00 X 0 0 0 Carol A Painter Board Member 1.00 X 0 0 0 Connie Shoemaker Board Member 1.00 X 0 0 0 Cindy Walkenbach Board Member 1.00 X 0 0 0 Charles C Rich Executive Director 5.00 X 0 0 0 Maricela Duran Principal (term ended 7/15/14) 20.00 X 29398 0 650 29398 0 650 0 0 0 0 0 3748 3748 Tuition Fees 611600 815063 815063 815063 127 127 750 0 750 750 750 Other income 900099 2786 2786 2786 822474 0 0 818726 30048 30048 458991 458991 5251 5251 51197 51197 35280 35280 11537 11537 57565 57565 1011 1011 32927 32927 28125 28125 2988 2988 8626 8626 Maintenance 68343 68343 Miscellaneous 17174 15214 1960 Curriculum materials 5661 5661 School lunches 4407 4407 1833 63 1770 820964 739506 81458 0 67789 182853 18603 18453 252286 146746 861 1568 359398 356451 5935 2947 345474 352567 49989 47565 38587 46594 88576 94159 X 256898 258408 256898 258408 345474 352567 1510 0 X 0 1 X 1 0 X 56415 55744 671 302983 300707 2276 2947 Due to David and Margaret Home, Inc. 46594 46594 X 822474 0 822474 0 822474 820964 0 820964 0 820964 Part X, Line 2: The School is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the School in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The School's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 All parent guardians receive a copy of our racially nondiscriminatory policy attached to the free lunch form application. In addition, the policy is posted in all common areas, such as the cafeteria and school office. Schedule E, Part I, Line 6 Joan Macy School (JMS) contracted with Bonita Unified School District to provide special education to Title 1 children and parents. Form 990, Part VI, Section B, line 11 A copy of the draft Form 990 is reviewed by the Director of Finance and Executive Director, and a copy of the Form 990 is sent to board members before it is filed with the IRS. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy is monitored annually and states: All employees/directors of Joan Macy School ("JMS") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of JMS. Examples of activities, which could pose a conflict of interest include, but are not limited to: 1. Any conduct that is disloyal or detrimental to JMS; 2. Having a direct or indirect (including ownership by family members) financial interest in a business entity that does or seeks to do business with, or is in competition with JMS; 3. Borrowing money from companies, other than recognized financial institutions, or from individuals, with which JMS does or seeks to do business; 4. Using confidential information gained in the course of employment with JMS for outside personal gain; 5. Accepting gifts, gratuities, free trips, personal property, or other items of value from an outside person or organization as an inducement to do business with that person or organization (anything with a value of more than $25.00 should be turned over to Senior Leadership for disposition); 6. Serving as a member of the governing body of any organization whose interests may be in competition with or conflict with those of JMS; 7. Beliefs, values, and commitments that prevent staff from fulfilling their job responsibilities, use of JMS time, facilities, or other equipment or supplies for furthering them, or attempting to convince others of their personal beliefs. 8. Outside employment, if (a) it requires extra hours and effort to such an extent that it conflicts with an employee's work schedule, duties, and/or responsibilities, (b) it would be detrimental to the employee's satisfactory performance of his or her job function(s), (c) it would result in the employee conducting outside work or related activities on company property during JMS working hours or using JMS facilities and/or equipment and supplies, (d) the employee would earn profit that directly results from affiliation with JMS, or (e) it would be otherwise detrimental to the interests of JMS. Disclosure I understand that conflicts of interest or the appearance of conflicts of interest are to be avoided in the course of my employment with JMS. In the event that I have a conflict of interest or if I am unclear about whether or not I have a conflict, whether in appearance or fact, I understand that I must report such conflict or appearance of conflict to my direct supervisor immediately. I further understand that such conflict or appearance of conflict may require either divestiture of such interest or that my services as an employee may be terminated. Form 990, Part VI, Section B, line 15 The board of directors reviews salaries and salary increases of top management officials. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.