2012-12-06T17:18:01-06:00 2012-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2011-07-01 954515019 NEW VISIONS FOUNDATION NEWV 3108299877 3131 OLYMPIC BLVD SANTA MONICA CA 90404 KIM MCCLEARY LA FRANCE 3108299877 2012-11-15 1 PATRIZIA C COPPING P00200096 3108731600 2011 2016-02-24 21:20:13Z PAUL CUMMINS 3131 OLYMPIC BLVD SANTA MONICA CA 90404 1793325 0 X WWW.NEWVISIONSFND.ORG X 1994 CA TO PROVIDE INNOVATIVE EDUCATIONAL OPPORTUNITIES TO AT-RISK AND UNDER SERVED YOUNG PEOPLE. 28 28 10 6 0 0 2041028 1149226 360753 438298 16955 823 250723 204978 2669459 1793325 19499596 2363630 0 0 934258 943061 0 0 287355 819157 1084448 21253011 4391139 -18583552 -2597814 7905078 5433633 138366 264735 7766712 5168898 X TO PROVIDE INNOVATIVE EDUCATIONAL OPPORTUNITIES TO THE MOST AT-RISK AND UNDERSERVED YOUNG PEOPLE THROUGH WHICH THEY CAN TRANSFORM THEIR LIVES AND TO ACT AS A CATALYST IN EDUCATIONAL AND SOCIAL INNOVATION FOR THE DISADVANTAGED. 0 0 2321668 2253330 HIGHLY DIVERSE INDEPENDENT SCHOOLS:THE FOUNDATION ESTABLISHED NEW ROADS SCHOOL IN 1995. AS OF JULY 1, 2000, NEW ROADS SCHOOL WAS INCORPORATED IN THE STATE OF CALIFORNIA AS AN INDEPENDENT EDUCATIONAL COMMUNITY SET ON THREE CAMPUSES WITHIN LOS ANGELES COUNTY THAT SERVES STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 12.ON DECEMBER 30, 2010, THE FOUNDATION TRANSFERRED TO THE SCHOOL ITS REMAINING 50% INTEREST IN NEW LAND COMPANY. NEW LAND COMPANY WAS THEN DISSOLVED AND ITS ASSETS DISTRIBUTED TO THE SCHOOL, WHICH IS NOW RESPONSIBLE FOR THE CONSTRUCTION OF THE VILLAGE. THE VILLAGE WILL COLLABORATE IN DESIGNING AND IMPLEMENTING REAL SOLUTIONS TO EDUCATIONAL PROBLEMS. OUT OF THE SPECIALLY DESIGNED LEADERSHIP CENTER, THE VILLAGE WILL PUT ON WORKSHOPS, SEMINARS AND CONFERENCES THAT WILL BE OPEN TO THE PUBLIC. 688528 LENNOX EDUCATIONAL NEIGHBORHOOD ZONE (LENZ):LENZ IS COMMITTED TO PROVIDING MEASURABLE EDUCATIONAL REFORMS IN THE COMMUNITY OF LENNOX, CA. BY CLOSELY PARTNERING WITH THE LENNOX SCHOOL DISTRICT, THE FOUNDATION PROVIDES INTEGRATED AND ENHANCED PROGRAMS FOCUSED ON IMPROVING STUDENTS' ACADEMIC PERFORMANCE AT FOUR CRITICAL TIME FRAMES ON THE EDUCATION SPECTRUM: SCHOOL READINESS, READING PROFICIENCY BY GRADE 3, MATH/ALGEBRA READINESS BY GRADE 8, AND A NEW LENNOX CHARTER ARTS HIGH SCHOOL TO PROVIDE 300 LENNOX MIDDLE SCHOOL STUDENTS WITH THE OPPORTUNITY FOR A QUALITY HIGH SCHOOL EDUCATION THAT PREPARES THEM FOR COLLEGE. 550614 438298 NEW ROADS FOR NEW VISIONS:WITH OVER 30,000 JUVENILE OFFENDERS INCARCERATED IN THREE JUVENILE HALLS AND EIGHTEEN RESIDENTIAL TREATMENT CENTERS (CAMPS), LOS ANGELES COUNTY JUVENILE JUSTICE SYSTEM STANDS ALONE AS ONE OF THE LARGEST DETENTION SYSTEMS IN THE COUNTRY. ACCORDING TO CALIFORNIA'S DIVISION OF JUVENILE JUSTICES, 70% OF YOUTH PAROLED FROM ITS INSTITUTIONS ARE REARRESTED WITHIN TWO YEARS.NEW ROADS FOR NEW VISIONS WAS CREATED IN 2002 BY THE NEW VISIONS FOUNDATION AS AN ALTERNATIVE RESPONSE TO THIS NEGATIVE CYCLE OF INCARCERATION. LOCATED AT PROBATION CAMP DAVID GONZALES IN THE MALIBU MOUNTAINS, NEW ROADS FOR NEW VISIONS HAS SERVED MORE THAN 600 MALE PROBATION YOUTH SINCE THE PROGRAM'S INCEPTION. THE PROGRAM PROVIDES BOTH EFFECTIVE IN-CAMP EDUCATIONAL RESOURCES AND RE-ENTRY SUPPORTIVE SERVICES FOR 50 MALE PROBATIONERS, AGES 14-17 EACH YEAR. -IN-CAMP: PARTICIPANTS ATTEND CLASSES TO ENHANCE THEIR EDUCATION, SOCIAL SKILLS AND COPING SKILLS. -RE-ENTRY: NEW ROADS FOR NEW VISIONS BEGINS WORKING WITH PROBATION PARTICIPANTS 60 DAYS PRIOR TO THEIR RELEASE FROM CAMP AND CONTINUES TO WORK WITH THEM FOR UP TO SIX MONTHS AND/ OR UNTIL THEY SUCCESSFULLY COMPLETE THEIR TERMS OF PROBATION.THE STATISTICAL OUTCOMES CITED BELOW TELL JUST PART OF THE STORY OF HUNDREDS OF BOYS WHOSE LIVES HAVE BEEN TRANSFORMED DUE TO THE EDUCATION THAT WAS PROVIDED, THE HOPE WAS RESTORED, AND THE POSITIVE ALTERNATIVES TO WHICH THEY WERE CAREFULLY GUIDED. -RECIDIVISM: THE RECIDIVISM RATE FOR YOUTH PARTICIPATING IN THE PROGRAM IS 5.1% WHICH IS FAR BELOW STUDIES OF SIMILAR POPULATIONS. A 2002 OREGON YOUTH AUTHORITY STUDY FOUND THAT 40% OF ITS YOUTH WERE RE INCARCERATED AFTER ONE YEAR OF RELEASE. -EDUCATIONAL ENHANCEMENTS: 171 PARTICIPANTS HAVE TAKEN AND PASSED THE GED EXAM REPRESENTING A 81% PASSING RATE! 401315 110300 FOSTERING NEW VISIONS AND FAMILIES HELPING FAMILIES: FNV: GUIDING STUDENTS THROUGH THE APPLICATION PROCESS AND PROVIDING STUDENTS WITH SCHOOL-RELATED NEEDS, SUCH AS BOOKS, SUPPLIES, TECHNOLOGY AND ACTIVITY FEES. WORKING WITH PARTNERS TO PROVIDE ADDITIONAL SUPPORT SERVICES AND PROGRAMMING.ONLY 50% OF FOSTER YOUTH GRADUATE FROM HIGH SCHOOL NATIONALLY. OUR PROGRAM GOAL IS TO ACHIEVE A HIGH SCHOOL GRADUATION RATE OF 75% OR BETTER. FNV'S 2012 CUMULATIVE GRADUATION RATE SINCE THE INCEPTION OF THE PROGRAM WAS 94%, WITH 100% OF ITS 2012 SENIORS GRADUATING FROM HIGH SCHOOL. ONLY 15% OF FOSTER YOUTH ATTEND COLLEGE. OUR PROGRAM GOAL IS FOR OUR HIGH SCHOOL GRADUATES TO ACHIEVE AN 85% COLLEGE ATTENDANCE RATE OR BETTER. 96% OF OUR STUDENTS HAVE ENROLLED IN COLLEGE WITHIN A YEAR OF COMPLETING HIGH SCHOOL. ONLY 2% OF FOSTER YOUTH GRADUATE FROM COLLEGE. OUR PROGRAM GOAL IS TO ACHIEVE A 60% COLLEGE GRADUATION RATE OR BETTER. WHILE OUR PROGRAM HAS ONLY BEEN IN EXISTENCE SINCE 2000, 70% OF OUR HIGH SCHOOL GRADUATES HAVE EARNED A POST-SECONDARY DEGREE WITH SIX YEARS OF COMPLETING HIGH SCHOOL. FHF: FAMILIES HELPING FAMILIES FOCUSES ON HELPING DISADVANTAGE STUDENTS WITH FINANCIAL AND EDUCATIONAL ASSISTANCE TO ENSURE THAT THEY ACHIEVE THEIR EDUCATIONAL GOALS AND BECOME PRODUCTIVE AND SELF SUFFICIENT WITH A FEW YEARS. IN 2012, FHF ASSISTED TWO DISADVANTAGED STUDENTS COMPLETE THEIR COLLEGE DEGREES BY ASSISTING WITH TUITION PAYMENTS, TRANSPORTATION AND HOUSING. 401315 110300 3962125 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 27 0 10 1 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KIM MCCLEARY LA FRANCE 3108299877 3131 OLYMPIC BLVD SANTA MONICA CA 90404 DONZALEIGH ABERNATHY 1.00 X 0 0 0 STEPHANIE ALLEN 1.00 X 0 0 0 BRADFORD BANCROFT 1.00 X 0 0 0 DAVID BRYAN 1.00 X 0 0 0 DANIEL CANO 1.00 X 0 0 0 LAURA DONNELLEY 1.00 X 0 0 0 JANET DREISEN RAPPAPORT 1.00 X 0 0 0 SHARI FOOS 1.00 X 0 0 0 REBECCA GALLAHER 1.00 X 0 0 0 LESLIE GILBERT-LURIE 1.00 X 0 0 0 RUTH Y GOLDWAY 1.00 X 0 0 0 STEVE BENTZ 1.00 X 0 0 0 IRWIN J JAEGER 1.00 X 0 0 0 STACY GOTTLIEB 1.00 X 0 0 0 HAROLD HAIZLIP 1.00 X 0 0 0 DEBRA DEANNE OLSON 1.00 X 0 0 0 CHARLES KOONES 1.00 X 0 0 0 NEIL KAPLAN 1.00 X 0 0 0 NATHANIEL TRIVES 1.00 X 0 0 0 MARK LEVINSON 1.00 X 0 0 0 EDWARD JAMES OLMOS 1.00 X 0 0 0 KATHY RICHARDS 1.00 X 0 0 0 SUSAN SALTZ 1.00 X 0 0 0 BETH SESTANOVICH 1.00 X 0 0 0 FRANCIS HAWKINGS 5.00 X X 0 0 0 LINDSEY BELZBERG 5.00 X X 0 0 0 BILL LUCAS 4.00 X X 0 0 0 BRENDAN GALLAHER 1.00 X X 0 0 0 DERRICK AMEY 5.00 X X 0 0 0 LINDSEY KOZBERG 5.00 X X 0 0 0 PAUL CUMMINS 40.00 X 175420 0 31955 KIM MCCLEARY LA FRANCE 40.00 X 121088 0 17994 296508 0 49949 2 0 1 0 0 1149226 1149226 EDUCATIONAL PROGRAMS 900099 438298 438298 438298 823 823 NOTE RECEIVABLE AMORTZ 900099 204978 204978 204978 1793325 438298 0 205801 2253330 2253330 110300 110300 310328 203652 21202 85474 417967 274289 28557 115121 21159 14346 1585 5228 135189 91655 10130 33404 58418 39606 4377 14435 5268 4437 495 336 38771 32651 3641 2479 167822 141335 15758 10729 6289 167 5597 525 24610 14571 7012 3027 96775 67743 14516 14516 5405 5405 8192 5734 1229 1229 PROGRAM EXPENSES 704472 704472 26844 3837 22155 852 4391139 3962125 141659 287355 1528024 640054 1392607 0 200000 100000 56188 66288 4707094 4612072 7403 7403 228382 225116 8671 3266 5091 4550 7905078 5433633 88366 114735 100000 50000 50000 138366 264735 X 7113468 4601000 653244 567898 7766712 5168898 7905078 5433633 -2597814 0 X X 0 1 1 X 0 X 1370329 693095 786452 2041028 1149226 6040130 1370329 693095 786452 2041028 1149226 6040130 2585678 3454452 411201 239116 133501 16955 823 801596 33333 299205 158634 275725 204978 971875 7813601 2417206 0.44210 0.43810 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION WAS ORIGINALLY DETERMINED BY THE IRS TO BE A PUBLIC CHARITY AS DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE CODE. CURRENTLY, IT QUALIFIES FOR PUBLIC CHARITY STATUS AS AN ORGANIZATION DESCRIBED IN 170(B)(1)(A)(VI) OF THE CODE AND THEREFORE HAS CHECKED BOX 7 IN PART I OF SCHEDULE A. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 188553 188553 0 39829 36563 3266 3266 1793325 4391139 -2597814 -2597814 1793325 0 1793325 0 1793325 4391139 0 4391139 0 4391139 1 NEW ROADS SCHOOL 3131 OLYMPIC BLVD SANTA MONICA CA 90404 954823489 501(C)(3) 2253330 BOOK VALUE N/A TO DEVELOP THE HERB ALPERT EDUCATIONAL VILLAGE. 1 ACADEMIC SUPPORT 60 110300 BOOK N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION GAVE A GRANT TO THE NEW ROADS SCHOOL, A 501(C)(3) ORGANIZATION TO DEVELOP THE HERB ALPERT EDUCATIONAL VILLAGE. X X 0 0 0 0 0 0 0 0 0 PAUL CUMMINS 175420 0 0 0 0 0 0 0 31955 0 207375 0 0 0 STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE FORM 990, PART V, LINE 2A AND 2B THE ORGANIZATION USES AN OUTSIDE 3RD PARTY TO PROCESS THE PAYROLL AND BENEFITS FOR ITS EMPLOYEES. THIS 3RD PARTY ISSUES THE FORMS W-2 TO THE ORGANIZATION'S EMPLOYEES AS WELL AS FILES THE W-2 AND W-3 ON BEHALF OF THE ORGANIZATION WITH THE IRS. FORM 990, PART VI, SECTION A, LINE 2 REBECCA GALLAHER AND BRENDAN GALLAHER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND ANY KEY FINDINGS ARE PRESENTED TO THE BOARD. A COPY OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY WITH ALL BOARD MEMBERS AND STAFF. BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE ORGANIZATION HAS CURRENT AND UP-TO-DATE SIGNED FORMS FOR ALL BOARD MEMBERS AND OFFICERS. THE CFO/COO IS RESPONSIBLE FOR ENSURING ALL BOARD MEMBERS COMPLY WITH THE POLICY. ALL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD FOR APPROPRIATE PROCESSING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD FINANCE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE CEO ON AN ANNUAL BASIS. THE COMMITTEE USES COMPARABLE DATA FROM THE CENTER FOR NONPROFIT MANAGEMENT AND OTHER RESOURCES TO DETERMINE THE COMPENSATION. THE COMMITTEE PREPARES A RECOMMENDATION FOR INCREASE OR DECREASE IN COMPENSATION WHICH IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE CEO AND THE FINANCE COMMITTEE DETERMINE THE COMPENSATION OF THE COO & CFO BASED ON THE COMPENSATION OF COMPARABLE POSITIONS IN THE LOS ANGELES MARKET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND REPORTING FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR.