JAMES JORDAN MIDDLE SCHOOL: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JAMES JORDAN MIDDLE SCHOOL (EIN 03-0557700)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-05
IRS object ID: 201310369349300821
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule G
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-05T13:08:27-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	952242818	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VICENTI LLOYD & STUTZMAN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2210 E ROUTE 66 SUITE 100	AddressLine1
City	GLENDORA	City
State	CA	State
ZIP Code	91740	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	030557700	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JAMES JORDAN MIDDLE SCHOOL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JAME	NameControl
Phone	8188822496	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	20040 PARTHENIA AVENUE	AddressLine1
City	NORTHRIDGE	City
State	CA	State
ZIP Code	91324	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DR MYRANDA MARSH	Name
Title	PRINCIPAL	Title
Phone	8188822496	Phone
Date Signed	2013-02-05	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	WADE MC MULLEN	Name
PTIN	P00541671	PTIN
Phone	6268577300	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DR MYRANDA MARSH	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	20040 PARTHENIA STREET	AddressLine1
City	NORTHRIDGE	City
State	CA	State
ZIP Code	91324	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2259474	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HTTP://WWW.JAMESJORDANMS.COM/	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2005	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	JAMES JORDAN MIDDLE SCHOOL IS A SMALL LEARNING COMMUNITY FOR MIDDLE SCHOOL STUDENTS IN GRADES 6-8.JAMES JORDAN MIDDLE SCHOOL IS DEDICATED TO THE IDEAL THAT ALL STUDENTS SHOULD BE PREPARED TO SUCCEED AT A FOUR-YEAR UNIVERSITY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	5	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	5	NbrIndependentVotingMembers
Total Nbr Employees	63	TotalNbrEmployees
Total Nbr Volunteers	100	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2317481	ContributionsGrantsPriorYear
Contributions Grants Current Year	2224439	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	291	InvestmentIncomePriorYear
Investment Income Current Year	1849	InvestmentIncomeCurrentYear
Other Revenue Prior Year	10419	OtherRevenuePriorYear
Other Revenue Current Year	25800	OtherRevenueCurrentYear
Total Revenue Prior Year	2328191	TotalRevenuePriorYear
Total Revenue Current Year	2252088	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1117003	SalariesEtcPriorYear
Salaries Etc Current Year	1250991	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	885580	OtherExpensePriorYear
Other Expenses Current Year	894360	OtherExpensesCurrentYear
Total Expenses Prior Year	2002583	TotalExpensesPriorYear
Total Expenses Current Year	2145351	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	325608	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	106737	RevenuesLessExpensesCY
Total Assets BOY	1064769	TotalAssetsBOY
Total Assets EOY	1034957	TotalAssetsEOY
Total Liabilities BOY	454089	TotalLiabilitiesBOY
Total Liabilities EOY	317540	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	610680	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	717417	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	JAMES JORDAN MIDDLE SCHOOL IS A SMALL LEARNING COMMUNITY FOR MIDDLE SCHOOL STUDENTS IN GRADES 6-8.JAMES JORDAN MIDDLE SCHOOL IS DEDICATED TO THE IDEAL THAT ALL STUDENTS SHOULD BE PREPARED TO SUCCEED AT A FOUR-YEAR UNIVERSITY.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	1698852	Expense
Revenue	1859	Revenue
Description	MANAGE AND OPERATE A MIDDLE SCHOOL.	Description
Total Program Service Expense	1698852	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	13	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	63	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	5	NbrVotingGoverningBodyMembers
Number Independent Voting Members	5	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	1	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	EXED	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	3103941152	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	11858 LA GRANGE AVE	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90025	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
JUDY SHELTON
PRESIDENT	2.00	X	X	0	0	0
NEIL SHAH
TREASURER	2.00	X	X	0	0	0
NINA SILVER
SECRETARY	2.00	X	X	0	0	0
KL MYLES
MEMBER	2.00	X		0	0	0
KACI PATTERSON
MEMBER	2.00	X		0	0	0
DR MYRANDA MARSH
PRINCIPAL	40.00		X	86552	0	12731

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	86552	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	12731	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	8000	FundraisingEvents
Government Grants	2191539	GovernmentGrants
All Other Contributions	24900	AllOtherContributions
Total Contributions	2224439	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1849	TotalRevenueColumn
Exclusion	$1,849	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	31327	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	8000	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	7386	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	23941	TotalRevenueColumn
Exclusion	$23,941	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	ALL OTHER REVENUE	Description
Business Code	900099	BusinessCode
Total Revenue Column	1859	TotalRevenueColumn
Related Or Exempt Function Income	1859	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	1859	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2252088	TotalRevenueColumn
Related Or Exempt Function Income	1859	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$25,790	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	101594	Total
Program Services	101594	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	943377	Total
Program Services	809815	ProgramServices
Management And General	133562	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	52925	Total
Program Services	45225	ProgramServices
Management And General	7700	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	120055	Total
Program Services	103746	ProgramServices
Management And General	16309	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	33040	Total
Program Services	28745	ProgramServices
Management And General	4295	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	55000	Total
Management And General	55000	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	7021	Total
Management And General	7021	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9700	Total
Management And General	9700	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	134566	Total
Program Services	83769	ProgramServices
Management And General	50797	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	128	Total
Management And General	128	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	36974	Total
Management And General	36974	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	192030	Total
Program Services	192030	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	3600	Total
Management And General	3600	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	6694	Total
Management And General	6694	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	47105	Total
Management And General	47105	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	20645	Total
Management And General	20645	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
BOOKS AND SUPPLIES	239099	239099
SPECIAL ED FAIR SHARE	55175	55175
ALL OTHER EXPENSES	39197		39197
EQUIPMENT LEASE	16787	16787

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	30639	Total
Program Services	22867	ProgramServices
Management And General	7772	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2145351	Total
Program Services	1698852	ProgramServices
Management And General	446499	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	97081	BOY
EOY	120585	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	46562	BOY
EOY	71893	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	668396	BOY
EOY	603303	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	8644	BOY
EOY	18877	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	359255	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	138956	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	244086	BOY
EOY	220299	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1064769	BOY
EOY	1034957	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	135279	BOY
EOY	79888	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	182500	BOY
EOY	165000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	136310	BOY
EOY	72652	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	454089	BOY
EOY	317540	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	610680	BOY
EOY	717417	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	610680	BOY
EOY	717417	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1064769	BOY
EOY	1034957	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	106737	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	1	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	291466	OtherCostOrOtherBasis
Depreciation	120387	Depreciation
Book Value	171079	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	67789	OtherCostOrOtherBasis
Depreciation	18569	Depreciation
Book Value	49220	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	220299	TotalOfBookValueLandBuildings
Total Revenue	2252088	TotalRevenue
Total Expenses	2145351	TotalExpenses
Excess Or Deficit For Year	106737	ExcessOrDeficitForYear
Excess Or Deficit Per FS	106737	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	2259474	TotRevenueEtcAuditedFinclStmt
Other Revenues	7386	OtherRevenues
Revenue Not Rptd F990	7386	RevenueNotRptdF990
Revenue Subtotal	2252088	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	2252088	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2152737	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	7386	OtherExpensesIncluded
Expenses Not Rptd F990	7386	ExpensesNotRptdF990
Expenses Subtotal	2145351	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2145351	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		FUNDRAISING EXPENSES 7,386.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:		FUNDRAISING EXPENSES 7,386.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	1	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	1	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	1	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	1	MaintRacialCompositionRecords
Maint Scholarships Records	0	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	1	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	1	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	0	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	0	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	0	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	0	DiscriminateRaceScholarships
Discriminate Race Educ Policies	0	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	0	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	0	DiscriminateRaceOtherActy
Government Financial Aid Received	1	GovernmentFinancialAidReceived
Government Financial Aid Revoked	0	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION	SCHEDULE E, PART I, LINE 3	THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
EXPLANATION OF DOCUMENT RETENTION	SCHEDULE E, PART I, LINE 4	NO RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE AWARDED ARE MAINTAINED AS THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE	SCHEDULE E, PART I, LINE 6	JAMES JORDAN MIDDLE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	UNIFORM AND OTHER SALES	NameOfEvent1
Gross Receipts Event1	15700	GrossReceiptsEvent1
Gross Revenue Event1	15700	GrossRevenueEvent1
Other Direct Expenses Event1	1531	OtherDirectExpensesEvent1
Name Of Event2	PARENT FUND RAISES AND DONATIONS	NameOfEvent2
Gross Receipts Event2	8000	GrossReceiptsEvent2
Charitable Contributions Event2	8000	CharitableContributionsEvent2
Other Direct Expenses Event2	0	OtherDirectExpensesEvent2
Total Number Of Other Events	3	TotalNumberOfOtherEvents
Gross Receipts Other Events	15627	GrossReceiptsOtherEvents
Gross Revenue Other Events	15627	GrossRevenueOtherEvents
Other Direct Expenses Other Events	5855	OtherDirectExpensesOtherEvents
Gross Receipts Total	39327	GrossReceiptsTotal
Charitable Contributions Total	8000	CharitableContributionsTotal
Gross Revenue Total Events	31327	GrossRevenueTotalEvents
Other Direct Expenses Total Events	7386	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	7386	DirectExpenseSummaryEvents
Net Income Summary	23941	NetIncomeSummary

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	DR DAVID MARSH	NamePerson
Purpose Of Loan	LOAN TO HELP THE SCHOOL WITH CASH FLOW DURING INFANCY	PurposeOfLoan
Loan To Organization	X	LoanToOrganization
Original Principal	$200,000	OriginalPrincipalAmount
Balance Due	165000	BalanceDue
Default	0	Default
Approved By Board	1	ApprovedByBoard
Written Agreement	1	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	165000	TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 3	JAMES JORDAN MIDDLE SCHOOL HIRED A THIRD-PARTY SERVICE PROVIDER, EXCELLENT EDUCATION DEVELOPMENT, TO MANAGE THEIR FINANCIALS.
FORM 990, PART VI, SECTION B, LINE 11	A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND/OR APPROVAL PRIOR TO FILING THE FORM.
FORM 990, PART VI, SECTION B, LINE 12C	IN CONNECTION WITH ANY ACTUAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINIATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD CONTACTED OTHER CHARTER SCHOOLS OF SIMILAR SIZE AND ASKED FOR COMPARATIVE SALARIES. THE BOARD RESEARCHED AVERAGE COMPENSATION FOR SIMILAR POSITIONS VIA INTERNET RESOURCES FOR NATIONAL AND STATE MEDIAN.
FORM 990, PART VI, SECTION C, LINE 19	THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.