WEST OAK LANE CHARTER SCHOOL: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
WEST OAK LANE CHARTER SCHOOL (EIN 23-2946223)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-13
IRS object ID
201111339349303956
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T13:47:10-04:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1210 LAKE DR E STE 102AddressLine1
CityCHERRY HILLCity
StateNJState
ZIP Code080021163ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN232946223EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1West Oak Lane Charter SchoolBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWESTNameControl
Phone2159277995Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17115 Stenton AvenueAddressLine1
CityPhiladelphiaCity
StatePAState
ZIP Code19138ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDr Debbera Peoples-LeeName
TitleCEOTitle
Date Signed2011-05-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD G COHEN CPAName
Phone8563213177Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts8313687GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitehttp://www.wolcs.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1999YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHE CORPORATION OPERATES AS A PUBLIC CHARTER SCHOOL IN PHILADELPHIA AND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. IT SERVES STUDENTS FROM ACROSS THE CITY IN GRADES K-8.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees108TotalNbrEmployees
Total Nbr Volunteers8TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1285548ContributionsGrantsPriorYear
Contributions Grants Current Year1695253ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6535407ProgramServiceRevenuePriorYear
Program Service Revenue CY6594592ProgramServiceRevenueCY
Investment Income Prior Year11022InvestmentIncomePriorYear
Investment Income Current Year3570InvestmentIncomeCurrentYear
Other Revenue Prior Year25514OtherRevenuePriorYear
Other Revenue Current Year20272OtherRevenueCurrentYear
Total Revenue Prior Year7857491TotalRevenuePriorYear
Total Revenue Current Year8313687TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4499944SalariesEtcPriorYear
Salaries Etc Current Year5078692SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2752630OtherExpensePriorYear
Other Expenses Current Year3657297OtherExpensesCurrentYear
Total Expenses Prior Year7252574TotalExpensesPriorYear
Total Expenses Current Year8735989TotalExpensesCurrentYear
Revenues Less Expenses Prior Year604917RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-422302RevenuesLessExpensesCY
Total Assets BOY2803946TotalAssetsBOY
Total Assets EOY2824947TotalAssetsEOY
Total Liabilities BOY570102TotalLiabilitiesBOY
Total Liabilities EOY1013405TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2233844NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1811542NetAssetsOrFundBalancesEOY
Mission DescriptionWEST OAK LANE CHARTER SCHOOL IS A K-8 SCHOOL LOCATED IN NORTHWEST PHILADELPHIA. ITS MISSION IS TO EMPOWER CHILDREN TO BECOME LIFELONG LEARNERS IN THE AREAS OF SCIENCE, TECHNOLOGY AND THE HUMANITIES BY EXPOSING THEM TO INNOVATIVE WAYS OF TEACHING AND LEARNING, WHILE PREPARING THEM FOR THE CHALLENGE OF THE 21ST CENTURY IN A SAFE, STRUCTURED AND NURTURING ENVIRONMENT.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense6679517Expense
Revenue6594592Revenue
DescriptionCHARTER SCHOOL OPERATING IN THE WEST OAK LANE SECTION OF PHILADELPHIA.Description
Total Program Service Expense6679517TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109617NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees108NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiestrueDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMANAGEMENT WOLCSNamePerson
Telephone Number2157540062TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17115 STENTON AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19138ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
Sharmain Matlock-Turner
PRESIDENT1.0XX000
Darlene Callands-Curry
Vice President1.0XX000
Kim Turner
Member1.0X000
Terry Grantham
Treasurer1.0XX000
Keisha Jordan
Member1.0X000
RENEE LAWS
SECRETARY1.0XX000
WANDA BAILEY GREEN
MEMBER1.0X000
DAVID BRIGHT
MEMBER1.0X000
JEANMARIE DUNN-KANE
MEMBER1.0X000
DEREK GREEN
MEMBER1.0X000
TRAVIS WINTERS
MEMBER1.0X000
Dr Debbera Peoples-Lee
CEO40.0X139495032214X
Sheila Royal-Moses
COS40.0X117327033889X
FieldValueIRS element (for citing)
Total Reportable Comp From Org256822TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation66103TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
PRIMOS FOOD SERVICE
2411 KINGMAN DRIVEWILMINGTONDE19810FOOD SERVICE440805
BARRA ASSOCIATES LLC
PO BOX 4027PHILADELPHIAPA19118ADM. CONSULTING147712
THERAPY SOURCE
10119A VALLEY FORGE CIRCLEKING OF PRUSSIAPA19406PROF&TECH SPEC. ED189977
INDEPENDENCE BLUE CROSS
PO BOX 70250PHILADELPHIAPA19176HEALTH INSURANCE112804
KEYSTONE HEALTH PLAN EAST
PO BOX 8240PHILADELPHIAPA19101HEALTH INSURANCE884780
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Government Grants1694253GovernmentGrants
All Other Contributions1000AllOtherContributions
Total Contributions1695253TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionSCHOOL DISTRICT OF PHILADELPHIADescription
Total Revenue Column6594592TotalRevenueColumn
Related Or Exempt Function Income6594592RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue6594592TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3570TotalRevenueColumn
Exclusion$3,570ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Total Revenue Column20272TotalRevenueColumn
Exclusion$20,272ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue20272TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8313687TotalRevenueColumn
Related Or Exempt Function Income6594592RelatedOrExemptFunctionIncome
Exclusion$23,842ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total322925Total
Program Services68451ProgramServices
Management And General254474ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3215408Total
Program Services2623663ProgramServices
Management And General591745ManagementAndGeneral
Fundraising0Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total128926Total
Program Services90813ProgramServices
Management And General38113ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1072371Total
Program Services676436ProgramServices
Management And General395935ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total339062Total
Program Services263337ProgramServices
Management And General75725ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total18998Total
Management And General18998ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total182375Total
Management And General182375ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1276453Total
Program Services1009472ProgramServices
Management And General266981ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total11056Total
Management And General11056ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total199577Total
Program Services66906ProgramServices
Management And General132671ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total721340Total
Program Services719940ProgramServices
Management And General1400ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total16079Total
Program Services12616ProgramServices
Management And General3463ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total35769Total
Program Services25054ProgramServices
Management And General10715ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total118500Total
Program Services118500ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total59813Total
Program Services59813ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
EQUIPMENT16833911126157078
DUES & SUBSCRIPTIONS47607413756232
PROFESSIONAL DEVELOPMENT1132911329
STUDENT ACTIVITIES4034640346
STUDENT TRANSPORTATION2945529455

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total720261Total
Program Services710750ProgramServices
Management And General9511ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8735989Total
Program Services6679517ProgramServices
Management And General2056472ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY215971BOY
EOY267884EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2008553BOY
EOY1930246EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY203730BOY
EOY341829EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6253BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY21826BOY
EOY21191EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3996530LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec3732733LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY347613BOY
EOY263797EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2803946BOY
EOY2824947EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY551569BOY
EOY725727EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY267884EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY18533BOY
EOY19794EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY570102BOY
EOY1013405EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2233844BOY
EOY1811542EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2233844BOY
EOY1811542EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2803946BOY
EOY2824947EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis3082072OtherCostOrOtherBasis
Depreciation3021838Depreciation
Book Value60234BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis914457OtherCostOrOtherBasis
Depreciation710894Depreciation
Book Value203563BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings263797TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO RELATED PARTYDescription
Amount$19,794Amount
FieldValueIRS element (for citing)
Total Of Amounts19794TotalOfAmounts
Total Revenue8313687TotalRevenue
Total Expenses8735989TotalExpenses
Excess Or Deficit For Year-422302ExcessOrDeficitForYear
Excess Or Deficit Per FS-422302ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt8313687TotRevenueEtcAuditedFinclStmt
Revenue Subtotal8313687RevenueSubtotal
Total Revenue Per Form9908313687TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8735989TotExpensesEtcAuditedFinclStmt
Expenses Subtotal8735989ExpensesSubtotal
Total Expenses Per Form9908735989TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierFIN 48 FOOTNOTEIdentifier
ExplanationThe School is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Service Code. The School adopted the accounting pronouncement related to uncertain tax positions effective July 1, 2009. Management has determined that there are no uncertain tax positions at the School as of the date of the adoption or at June 30, 2010. There are no open tax years prior to June 2006. For the year ended June 30 2009, the school followed the accounting pronouncement for contingencies in accounting for uncertain tax positions.Explanation

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnCHARTER SCHOOL LAW PROHIBITS DISCRIMINATIONPubViaBroadcastMediaExpln
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Govt Financial Aid ExplanationTHE SCHOOL RECEIVES VARIOUS GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION PASSED THROUGH THE PENNSYLVANIA DEPARTMENT OF EDUCATION AND ALSO PARTICIPATES IN VARIOUS REIMBURSEMENT PROGRAMS FROM THE U.S. DEPARTMENT OF AGRICULTURE PASSED THROUGH THE PENNSYLVANIA DEPARTMENT OF EDUCATION.GovtFinancialAidExplanation
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Dr Debbera Peoples-Lee
1394950000078680243460171709000
Sheila Royal-Moses
1173270000066170272720151216000

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
SHARMAIN MATLOCK-TURNER
BOARD CHAIR OF OARCPAYMENTS FOR RENTfalse
SHARMAIN MATLOCK-TURNER
BOARD CHAIR OF OARCACCNTNG AND PROP MNGMNT FEESfalse
DARLENE CALLANDS-CURRY
BOARD MEMBER OF OARCPAYMENTS FOR RENTfalse
DARLENE CALLANDS-CURRY
BOARD MEMBER OF OARCACCNTNG AND PROP MDNGMNT FEESfalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CONFLICT OF INTERESTPART VI, Section B, Question #12a-cWhen an officer, trustee or employee's outside private activities could appear to an observer to be in conflict with that officer's, Trustee's or employee's responsibilities, or where the officer's, Trustee's or employee's position with the School appears to give that person a competitive advantage in her/his private activities, the officer, Trustee or employee must notify the Chief Executive Officer of the potential appearance of Conflict of Interest. The Chief Executive Officer will investigate the matter and apprise the Board of Trustees of his/her findings.. Also, in accordance with Pennsylvania's Public Official and Employee Ethics Law, WOLCS requires each trustee, officer and employee at the level of Director and above to file a Statement of Financial Interest with the Chief Executive Officer by May 1 of each year for the immediate prior year. All Statements of Financial Interest are reviewed by the Chief Executive Officer. The Chief Executive Officer may require the filing of a Statement of Financial Interest by any employee whose duties require such disclosure. Finally, each trustee, officer and key employee of West Oak Lane Charter School shall annually sign a statement which affirms that s/he: 1. Has received a copy of the conflicts of interest policy 2. Has read and understands the policy 3. Has agreed to comply with the policy, and understands that WOLCS is a tax-exempt organization that must engage primarily in activities that accomplish its tax-exempt purposes in order to maintain federal tax exemption.
COMPENSATIONPART VI, Section B, Question #15a-bThe Board of Trustees of West Oak Lane Charter School engaged James E. Rocco Associates, Inc. to determine how the current base salaries and total compensation paid to five senior level non-teaching staff compare to the competitive labor market, defined as peer charter schools and other not-for-profit educational agencies. The compensation consultant reviewed WOLCS's organization structure, its programs and operations as outlined in the Annual Report, and a detailed account of the scope of each position, and the roles and responsibilities, special skills and competencies, internal and external relationships, and education and experience qualifications of incumbents. The review also considered a history of the compensation package provided to each incumbent, including base salary, incentive payor bonus, and the reportable annual value of other forms of compensation and supplemental benefits and perquisites as well as IRS Form 990 data for charter schools in Philadelphia. This information facilitated matching those positions with positions of similar responsibility and authority in comparable organizations and ensured the appropriateness of position matches with published salary survey data. Where data was gathered from geographic locations outside the Philadelphia metropolitan area, an adjustment was applied to account for differences in the cost of living, using the Economic Research Institute's Geographic Assessor.
990 REVIEWPART VI, Section B, Question 11The Board shall ensure that the following steps toward review of WOlCS' financial status take place: 1. Review Form 990 and Form 990-T by legal counsel by September 30, each year. 2. The audit/financial committee shall review and approve the IRS Form 990 annual tax filing prior to submission. 3. The audit/finance committee shall distribute, to the full board, a copy of the IRS Form 990 in advance of filing for review and consideration, and in no event fewer than 14 days of its submission. The CEO shall ensure that government-ordered filings are filed in a timely and accurate manner. 1. File accurate, complete, timely, and in compliance with regulatory requirements Form 990 by November 15, based on fiscal year ending June 30, without extension, each year. 2. File accurate, complete, timely, and in compliance with regulatory requirements Form 990-T (Unrelated Business Income Tax) by November 15, based on fiscal year ending June 30, without extension, each year. The chief executive shall sign and certify that the IRS Form 990 is accurate and complete. accurate and complete. fiscal year ending June 30, without extension, each year. The chief executive shall sign and certify that the IRS Form 990 is accurate and complete.
GOVERNING DOCUMENTS AVAILABLE TO PUBLICPART VI, Section C, Question # 19It is the policy of West Oak lane Charter School ("WOLCS") to allow public access to its IRS Form 990. The CEO shall ensure that the following steps toward public disclosure of WOLCS' 990 take place: 1. Consistent with the requirements of 6104(d) of the Internal Revenue Code and the regulations thereunder, copies of the organization's Form 990 shall be made available, upon request, in a timely manner, and subject to the charges permitted by law to any individuals who request it.2. WOLCS shall make its IRS Form 990 available for review, upon request, at the main office of WOLCS during business hours, or at a mutually agreeable time between the Compliance Officer and the individual requesting the inspection. WOLCS's IRS Form 990 is also available for inspection on-line at (www.guidestar.org) 3. WOLCS shall, upon request, make and/or mail a copy of its IRS Form 990, as long as the individual making the request pays $.25 cents per page and any actual mailing costs associated therewith,in advance. Compliance Officer shall maintain a log of IRS Form 990 inspections and requests, including the date and time of inspection or request, the name of the person and/or organization,whether a copy was provided in person or via mail, and the signature of a witness verifying the same.
DELEGATION OF MANAGEMENT CONTROLSPART VI, SECTION A, Question # 3OGONTZ AVENUE REVITALIZATION CORPORATION (OARC) MANAGES THE ACCOUNTING AND PROPERTY MANAGEMENT SERVICES FOR WEST OAK LANE SCHOOL (WOLCS). ALL FINAL DECISIONS ARE RENDERED BY THE CEO AND THE BOARD OF DIRECTORS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
OGONTZ AVENUE REVITALIZATION CORP
1536 E HAINES STREETPHILADELPHIAPA19138222483318COMM DEVELOPPA501(C)(3)9NA
ROWAN DEVELOPMENT
1536 E HAINES STREETPHILADELPHIAPA19126232787674RENTALPA501(C)(2)NA
HAINES EASTBURN STENTON CORPORATION
1536 E HAINES STREETPHILADELPHIAPA19126232973445RENTALPA501(C)(2)NA
MAIN DEVELOPMENT GROUP INC
1536 E HAINES STREETPHILADELPHIAPA19126201442663RENTALPA501(C)(2)NA
ENTREPRENEURIAL BUSINESS ASSISTANCE CORP
1536 E HAINES STREETPHILADEPHIAPA19126200949425COMM DEVELOPPA501(C)(3)7NA
WEST OAK LANE COMMUNITY DEVELOPMENT CORP
1536 E HAINES STREETPHILADELPHIAPA19126232142704HOUSING COUNCPA501(C)(3)7NA
WESTOL INC
1536 E HAINES STREETPHILADELPHIAPA19126222515190RENTALPA501(C)(3)9NA

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssets
ZAG DEVELOPMENT LP
1536 E HAINES STREETPHILADELPHIAPA19126232729763LOW INC HOUSINGPAZAG INCRENTAL INCOME00
OGONTZ HALL INVESTORS LP
1536 E HAINES STREETPHILADELPHIAPA19126232624503LOW INC HOUSINGPAOHI GEN PARTNERRENTAL INCOME00

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
OGONTZ HALL INVESTORS
1536 E HAINES STREETPHILADELPHIAPA19126113680712GEN PARTNERPANAS CORP000.00000
ZAG INC
1536 E HAINES STREETPHILADELPHIAPA19126232728280GEN PARTNERPANAS CORP000.00000
FRIENDS OF WEST OAK LANE CHARTER SCHOOL
1536 E HAINES STREETPHILADELPHIAPA19126222483318PROPERTY MGMTPANAS CORP000.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
OGONTZ AVENUE REVITALIZATION CORPORATION
1J449833
OGONTZ AVENUE REVITALIZATION CORPORATION
1O859821

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