2013-05-09T16:42:48-05:00 2012-06-30 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2011-07-01 861155866 IMAGO DEI MIDDLE SCHOOL IMAG 5208824008 55 N 6TH AVE TUCSON AZ 85701 KIRT GARDNER 5208824008 2013-05-07 1 JAY J SENKERIK CPA P00533241 5203214600 2011 2016-02-25 16:41:14Z KIRT GARDNER 55 N 6TH AVE TUCSON AZ 85701 1126475 0 X WWW.IMAGODEISCHOOL.ORG X 2005 AZ MIDDLE SCHOOL EDUCATION (5TH-8TH) FOR BOYS AND GIRLS LIVING AT OR BELOW THE POVERTY LINE. 8 8 17 52 0 0 1116585 1126475 0 0 0 0 0 0 1116585 1126475 0 0 0 0 713589 751827 0 0 120512 361440 278073 1075029 1029900 41556 96575 41170 266650 329292 458197 -288122 -191547 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 772817 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 ARE SELECTED TO ATTEND IMAGO DEI USING A LOTTERY SYSTEM. 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. 772817 1 1 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 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 8 0 0 17 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 AZ X KRISTA MILLER 5208824008 55 N 6TH AVE TUCSON AZ 85701 DANIEL BERNAVIDEZ 1.00 X 0 0 0 DR ROBERT J BROOKS MD 1.00 X 0 0 0 LEAH H OLIVER 1.00 X 0 0 0 J BRADLEY STROUP 1.00 X 0 0 0 KIRT GARDNER 1.00 X X 0 0 0 KRISTA MILLER 1.00 X X 0 0 0 PAULINE URBANO HECHLER CFRE 1.00 X X 0 0 0 JANET MARCOTTE 1.00 X X 0 0 0 REV SUSAN ANDERSON-SMITH 55.00 X 45000 0 30992 REV ANNE SAWYER MA 55.00 X 45000 0 30992 90000 0 61984 0 0 0 0 0 2430 1124045 7500 1126475 1126475 0 0 0 151984 75992 31216 44776 466000 345625 66250 54125 94771 78662 9200 6909 39072 27350 5861 5861 2268 1588 340 340 19076 17229 924 923 1353 1217 68 68 130404 116126 7827 6451 151 151 225 225 12966 12966 6250 5625 625 8251 7425 413 413 STUDENT MEALS 56768 56768 STUDENT ACTIVITIES 31499 31499 UNIFORMS 5946 5946 DUES AND FEES 2916 1614 656 646 1029900 772817 136571 120512 18723 80 234612 48053 18595 19947 29458 2500 2500 41170 266650 150336 132831 103956 183731 75000 139783 0 1852 329292 458197 X -288122 -426159 234612 -288122 -191547 41170 266650 96575 0 X 0 1 0 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40553 18595 21958 7500 7500 29458 CHECKS TO BE FUNDED 1852 1852 1126475 1029900 96575 96575 1126475 0 1126475 0 1126475 1029900 0 1029900 0 1029900 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FINANCIAL STATEMENTS FIN 48 (ASC 740) FOOTNOTE: 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 2009 FOR FEDERAL AND 2008 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS PUBLICIZED ON THE SCHOOL'S WEBSITE, APPLICATION FOR ADMISSION, AND PRINTED BROCHURES. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 ERATE HAS PROVIDED A REIMBURSEMENT FOR TELECOMMUNICATIONS. IN ADDITION, A PAYMENT WAS RECEIVED FROM THE NATIONAL SCHOOL LUNCH PROGRAM. KRISTA MILLER OPERATIONS X 25000 10000 0 1 1 ANNE SAWYER OPERATIONS X 79600 71731 0 1 1 SUSAN ANDERSON-SMITH OPERATIONS X 113000 102000 0 1 1 183731 X 25 7500 THRIFT STORE VALUE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER REPRESENTS NUMBER OF ITEMS RECEIVED. THIRD PARTY USE: PART I, LINE 32B: STOCK CONTRIBUTIONS ARE PROCESSED THROUGH A BROKER WHO CHARGES A NOMINAL FEE TO SELL THE STOCK. FORM 990, PART V, LINE 1C: THE ORGANZIATION MADE ITS BEST EFFORT TO COMPLY WITH FORM 1099 REPORTING RULES, BUT WAS UNABLE TO OBTAIN COMPLETE INFORMATION FROM THREE VENDORS. THE ORGANIZATION HAS SINCE IMPLEMENTED NEW PRACTICES FOR OBTAINING VENDOR INFORMATION PRIOR TO PAYMENT IN ORDER TO COMPLY WITH THESE RULES. 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 IN SPRING 2012, THE VICE PRESIDENT AND A LONG-STANDING BOARD MEMBER REVIEWED AND UPDATED BOARD OF TRUSTEE REQUIREMENTS, WHICH INCLUDES A CONFLICT OF INTEREST POLICY. BOARD MEMBERS WERE REQUIRED TO REVIEW AND SIGN THE DOCUMENT. GOING FORWARD, THEY WILL BE REQUIRED TO REVIEW AND SIGN THE POLICY ANNUALLY. WHEN IMAGO DEI MIDDLE SCHOOL WAS FOUNDED, THE BOARD OF TRUSTEES USED PREVIOUS SALARY HISTORY TO DETERMINE APPROPRIATE AND AFFORDABLE COMPENSATION BASED ON THE ORGANIZATION'S BUDGET. WHILE UNDER MARKET, THE SALARY IS ACCEPTABLE TO THE CO-FOUNDERS. 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.