2013-02-05T13:08:27-06:00 2012-06-30 952242818 VICENTI LLOYD & STUTZMAN LLP 2210 E ROUTE 66 SUITE 100 GLENDORA CA 91740 990 2011-07-01 030557700 JAMES JORDAN MIDDLE SCHOOL JAME 8188822496 20040 PARTHENIA AVENUE NORTHRIDGE CA 91324 DR MYRANDA MARSH 8188822496 2013-02-05 1 WADE MC MULLEN P00541671 6268577300 2011 2016-02-25 16:41:14Z DR MYRANDA MARSH 20040 PARTHENIA STREET NORTHRIDGE CA 91324 2259474 0 X HTTP://WWW.JAMESJORDANMS.COM/ X 2005 CA 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. 5 5 63 100 0 0 2317481 2224439 0 0 291 1849 10419 25800 2328191 2252088 0 0 0 0 1117003 1250991 0 0 0 885580 894360 2002583 2145351 325608 106737 1064769 1034957 454089 317540 610680 717417 X 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. 0 0 1698852 1859 MANAGE AND OPERATE A MIDDLE SCHOOL. 1698852 1 1 0 0 0 0 0 0 0 0 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 0 1 13 0 1 63 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X EXED 3103941152 11858 LA GRANGE AVE LOS ANGELES CA 90025 JUDY SHELTON 2.00 X X 0 0 0 NEIL SHAH 2.00 X X 0 0 0 NINA SILVER 2.00 X X 0 0 0 KL MYLES 2.00 X 0 0 0 KACI PATTERSON 2.00 X 0 0 0 DR MYRANDA MARSH 40.00 X 86552 0 12731 86552 0 12731 0 0 0 0 0 8000 2191539 24900 2224439 1849 1849 31327 8000 7386 23941 23941 ALL OTHER REVENUE 900099 1859 1859 1859 2252088 1859 0 25790 101594 101594 943377 809815 133562 52925 45225 7700 120055 103746 16309 33040 28745 4295 55000 55000 7021 7021 9700 9700 134566 83769 50797 128 128 36974 36974 192030 192030 3600 3600 6694 6694 47105 47105 20645 20645 BOOKS AND SUPPLIES 239099 239099 SPECIAL ED FAIR SHARE 55175 55175 ALL OTHER EXPENSES 39197 39197 EQUIPMENT LEASE 16787 16787 30639 22867 7772 2145351 1698852 446499 0 97081 120585 46562 71893 668396 603303 8644 18877 359255 138956 244086 220299 1064769 1034957 135279 79888 182500 165000 136310 72652 454089 317540 X 610680 717417 610680 717417 1064769 1034957 106737 0 X 1 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 291466 120387 171079 67789 18569 49220 220299 2252088 2145351 106737 106737 2259474 7386 7386 2252088 0 2252088 2152737 7386 7386 2145351 0 2145351 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. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 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. UNIFORM AND OTHER SALES 15700 15700 1531 PARENT FUND RAISES AND DONATIONS 8000 8000 0 3 15627 15627 5855 39327 8000 31327 7386 7386 23941 DR DAVID MARSH LOAN TO HELP THE SCHOOL WITH CASH FLOW DURING INFANCY X 200000 165000 0 1 1 165000 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.