2026-04-27T16:47:14-05:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 370 WOODCLIFF DRIVE SUITE 2A FAIRPORT NY 14450 990 2024-07-01 800338050 EQUALITY CHARTER SCHOOL EQUA 7183203032 4140 HUTCHINSON RIVER PARKWAY E BRONX NY 10475 CAITLIN FRANCO EXECUTIVE DIRECTOR 7183203032 2026-04-22 1 1 MICHELLE CAIN P00150750 5854231860 2026-04-22 2024 2025-03-06 01:10:19Z CAITLIN FRANCO 4140 HUTCHINSON RIVER PARKWAY E BRONX NY 10475 21792625 0 X HTTPS://WWW.EQUALITYCHARTERSCHOOL.ORG/ X 2009 NY EQUALITY CHARTER SCHOOL OPENED ITS DOORS IN THE FALL OF 2009 IN THE NORTH BRONX WITH A COLLEGE PREPARATORY ACADEMIC PROGRAM AND A HIGHLY STRUCTURED AND SUPPORTIVE SCHOOL CULTURE. WHILE THE SCHOOL IS COMPRISED OF STUDENTS FROM MANY BACKGROUNDS, IT IS UNIQUELY DESIGNED TO CLOSE THE ACHIEVEMENT GAP IN ELEMENTARY, MIDDLE AND HIGH SCHOOL. EQUALITY PREPARES STUDENTS TO BE SUCCESSFUL IN COLLEGE BY FOCUSING ON THE INTEGRATION OF GOAL SETTING, CRITICAL THINKING, AND PROBLEM-SOLVING SKILLS. THE SCHOOL'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES TO THE KINDERGARTEN THROUGH TWELFTH GRADE STUDENTS OF COMMUNITY SCHOOL DISTRICT 8 AND 11. EQUALITY CHARTER SCHOOL WAS FOUNDED IN 2009 TO SERVE MIDDLE SCHOOL STUDENTS IN CO-OP CITY AND CASTLE HILL NEIGHBORHOODS, WHICH ARE HIGH NEEDS AREAS IN THE BRONX. WE CURRENTLY INSTRUCT APPROXIMATELY 840 K-12TH GRADE SCHOLARS FROM BRONX COMMUNITY SCHOOL DISTRICTS 8, 11, MANHATTAN AND BROOKLYN. 10 10 193 17 0 0 5034387 4419664 14028496 17004474 197593 229147 34732 126190 19295208 21779475 0 0 0 0 13983176 16250147 0 0 146447 4537539 8433814 18520715 24683961 774493 -2904486 14374361 15643106 4292967 8466198 10081394 7176908 TO ENSURE EACH SCHOLAR REACHES INDIVIDUAL ACADEMIC AND PERSONAL SUCCESS THROUGH A NURTURING SCHOLAR-CENTERED APPROACH. 0 0 14073461 14141135 SEE SCHEDULE O. 7436897 2863339 SEE SCHEDULE O. 21510358 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 193 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 7183203032 4140 HUTCHINSON RIVER PARKWAY E BRONX NY 10475 EDWARD HUBBARD MEMBER 2.00 X 0 0 0 ARDIAN HASKO MEMBER 2.00 X 0 0 0 ERICA KING VICE CHAIR 2.00 X X 0 0 0 JAMES S STRINGFELLOW TREASURER 2.00 X X 0 0 0 LEONARD GILBERT SECRETARY 2.00 X X 0 0 0 PALAK FORBES MEMBER - RESIGNED 01/2025 2.00 X 0 0 0 ROBERTA OSORIO CHAIR 2.00 X X 0 0 0 ROBIN AUFSES MEMBER 2.00 X 0 0 0 AZIZA ANDERSON MEMBER 2.00 X 0 0 0 AMAL EL BAKHAR MEMBER - RESIGNED 02/2025 2.00 X 0 0 0 CRILHEIN FRANCISCO MEMBER - JOINED 11/2024 2.00 X 0 0 0 IRAISA JONES MEMBER - JOINED 11/2024 2.00 X 0 0 0 DWIGHT THOMAS MEMBER - JOINED 11/2024 2.00 X 0 0 0 CAITLIN FRANCO EXECUTIVE DIRECTOR 40.00 X 291110 0 50515 GABRIEL PARK CHIEF FINANCIAL OFFICER 40.00 X 214418 0 60671 FAVROL PHILEMY HIGH SCHOOL PRINCIPAL 40.00 X 215813 0 66323 AMANDA HUZA MERCADO MIDDLE SCHOOL PRINCIPAL 40.00 X 206367 0 21986 AMANDA F MYERS ASST. PRINCIPAL, MS 40.00 X 167713 0 21676 GENE JOHNSON ASST. PRINCIPAL, HS 40.00 X 173681 0 3895 JOCELYN KELLY DIRECTOR OF CURRICULUM 40.00 X 169202 0 26297 LISA ROMANO DIRECTOR OF INSTRUCTION 40.00 X 142385 0 21340 AMRITA DENNIS HIGH SCHOOL PRINCIPAL 40.00 X 161466 0 35663 1742155 0 308366 33 0 1 0 MATTER RE LLC 12 EAST 49TH STREET 11TH FLOOR NEW YORK NY 10017 REAL ESTATE SERVICES 688090 MARGEN DESIGNS INC 2371 JACKSON AVE SEAFORD NY 11783 EXPANSION PLANNING, FURNITURE 227071 CHARTER TECHNOLOGY SOLUTION LLC 132 32ND STREET SUITE 310 BROOKLYN NY 11232 IT SERVICES 199636 RED RABBIT LLC 2214 FREDERICK DOUGLASS BLVD SUITE NEW YORK NY 10026 FOOD SERVICE, MEALS 168683 CHARTER SCHOOL BUSINESS MANAGEMENT 425 EAST 79TH ST STE 1F NEW YORK NY 10075 FINANCIAL MGMT SERVICES 162014 7 4051003 368661 108399 4419664 STATE & LOCAL PER PUPIL OPERATING 611110 17004474 17004474 17004474 229147 229147 139340 13150 126190 126190 21779475 17004474 0 355337 1140288 813324 318221 8743 11559157 10419628 1139390 139 433885 390496 38937 4452 2145129 1857346 266065 21718 971688 903670 58301 9717 36929 36929 97300 97300 1287745 676258 610665 822 195847 180362 14195 1290 326100 238050 29756 58294 141054 129351 10728 975 4047859 3853060 165458 29341 754631 664076 83009 7546 200929 176818 22102 2009 FOOD SERVICE 406443 406443 SUPPLIES AND MATERIALS 384906 384210 696 STAFF DEVELOPMENT 229091 170407 58207 477 STUDENT SERVICES 219956 219956 105024 26903 77893 228 24683961 21510358 3027156 146447 125319 161464 4399231 2892730 1730977 503188 191618 433437 7645493 4784879 2663362 2860614 5263854 8791673 14374361 15643106 1227156 1494750 40320 3065811 6931128 4292967 8466198 X 10081394 7176908 10081394 7176908 14374361 15643106 -2904486 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3772868 2698224 1074644 1338671 694943 643728 2533954 1391712 1142242 2860614 SECURITY DEPOSIT 568666 CASH IN ESCROW 99411 RIGHT-OF-USE ASSETS 7832949 RELATED PARTY RECEIVABLES 290647 8791673 LEASE LIABILITY 6931128 6931128 X 23317764 1525139 13150 1538289 21779475 0 21779475 26222250 1525139 13150 1538289 24683961 0 24683961 PART X, LINE 2: THE CHARTER SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE CHARTER SCHOOL FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE CHARTER SCHOOL'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO POTENTIAL REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE CHARTER SCHOOL BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 13,150. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 13,150. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 EQUALITY CHARTER SCHOOL'S NONDISCRIMINATION POLICY IS PUBLICIZED WITH ALL OF OUR STUDENT OUTREACH MATERIALS, INCLUDING NEWSPAPER ADS. SCHEDULE E, PART I, LINE 4 EQUALITY CHARTER SCHOOL IS A TUITION-FREE PUBLIC SCHOOL AND NO FINANCIAL ASSISTANCE IS OFFERED. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED APPROXIMATELY 75% OF ITS TOTAL REVENUE FROM PER PUPIL FUNDING FROM THE NYC DOE FOR THE REPORTING PERIOD. X X X 0 0 0 0 0 0 0 1 0 CAITLIN FRANCO EXECUTIVE DIRECTOR 289510 0 1600 0 0 0 23000 0 27515 0 341625 0 0 0 FAVROL PHILEMY HIGH SCHOOL PRINCIPAL 214213 0 1600 0 0 0 30227 0 36096 0 282136 0 0 0 GABRIEL PARK CHIEF FINANCIAL OFFICER 212818 0 1600 0 0 0 30500 0 30171 0 275089 0 0 0 AMANDA HUZA MERCADO MIDDLE SCHOOL PRINCIPAL 205017 0 1350 0 0 0 0 0 21986 0 228353 0 0 0 AMRITA DENNIS HIGH SCHOOL PRINCIPAL 160116 0 1350 0 0 0 0 0 35663 0 197129 0 0 0 JOCELYN KELLY DIRECTOR OF CURRICULUM 169202 0 0 0 0 0 0 0 26297 0 195499 0 0 0 AMANDA F MYERS ASST. PRINCIPAL, MS 166113 0 1600 0 0 0 0 0 21676 0 189389 0 0 0 GENE JOHNSON ASST. PRINCIPAL, HS 172331 0 1350 0 0 0 0 0 3895 0 177576 0 0 0 LISA ROMANO DIRECTOR OF INSTRUCTION 142385 0 0 0 0 0 0 0 21340 0 163725 0 0 0 PART I, LINE 7 BONUS REPORTED ON PART II, COLUMN B(II) ARE BASED ON THE PERFORMANCE EVALUATIONS, FROM DEVELOPING TO HIGHLY EFFECTIVE RECEIVING INCREMENTAL INCREASES. X 49519 FMV X EQUIPMENT 0 48880 FMV X INTERNS 0 10000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DEPARTMENT REVIEWS FORM 990 IN DETAIL. IT IS THEN REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO FILING; IN SOME YEARS, THIS RESPONSIBILITY MAY BE DELEGATED TO THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL METERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, AND THE RESPONSIBILITY OF DETERMINING COMPENSATION FOR OTHER OFFICERS IS DELEGATED TO THE EXECUTIVE DIRECTOR. 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. FORM 990, PART XII, LINE 2C THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: GENERAL EDUCATION PROGRAM: EQUALITY'S ACADEMIC PROGRAM IS WELL ALIGNED WITH THE RESEARCH OF DOUGLAS REEVES, WHO HIGHLIGHTS 90/90/90 SCHOOLS: 90% OF THE STUDENTS ARE ELIGIBLE FOR FREE OR REDUCED LUNCH, 90% OF THE STUDENTS ARE MEMBERS OF AN ETHNIC MINORITY GROUP, AND 90% OF THESE STUDENTS ARE AT OR ABOVE GRADE LEVEL IN READING OR ANOTHER AREA AS MEASURED BY DISTRICT OR STATE ASSESSMENTS. HE NOTES THAT IN THESE SCHOOLS, THERE ARE FIVE COMMON CHARACTERISTICS: A FOCUS ON ACADEMIC ACHIEVEMENT, CLEAR CURRICULUM CHOICES, FREQUENT ASSESSMENT OF STUDENT PROGRESS AND MULTIPLE OPPORTUNITIES FOR IMPROVEMENT, AN EMPHASIS ON NON-FICTION WRITING, AND COLLABORATIVE SCORING OF STUDENT WORK. THE UNDERLYING FOUNDATION OF EQUALITY'S ACADEMIC PROGRAM FOCUSES ON REEVE'S RESEARCH WITH SOME ADDITIONAL COMPONENTS: 1) HIGH EXPECTATIONS; 2) POSITIVE SCHOOL CULTURE; 3) CURRICULUM ALIGNMENT WITH NEW YORK STATE STANDARDS; 4) DATA-DRIVEN DECISIONS; 5) INCLUSIVE EDUCATION; 6) EMPHASIS ON WRITING; 7) COLLABORATION; 8) PARENTAL INVOLVEMENT; 9) LIFE ACTION PLANS, INCLUDING POST-SECONDARY PLANNING AND OPTIONS; AND 10) ADVISORIES. EQUALITY ALSO PROVIDES OUR SCHOLARS AFTER SCHOOL CLUBS INCLUDING FILM CLUB, DANCE TEAM, DEBATE TEAM, SPELLING BEE CLUB, BOOK CLUB, MATHLETES CLUB, AND ANIME CLUB. EQUALITY CHARTER SCHOOL HOSTS SEVERAL SPORTS TEAMS: TRACK, TWO BASKETBALL TEAMS, FLAG FOOTBALL, CHEERLEADING, SOCCER, VOLLEYBALL AND BASEBALL. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: SPECIAL EDUCATION PROGRAM: EQUALITY WILL PROVIDE AN INCLUSIVE EDUCATION SETTING FOR OUR SECOND LANGUAGE LEARNERS AND FOR STUDENTS WITH DISABILITIES. OUR TEAM MEMBERS HAVE EXTENSIVE EXPERIENCE IN CREATING POSITIVE, RIGOROUS, INCLUSIVE CLASSROOMS THAT PROVIDE SOCIALLY AND ACADEMICALLY BENEFICIAL ENVIRONMENTS FOR ALL STUDENTS. OUR DAILY PROFESSIONAL DEVELOPMENT, DATA EMPHASIS, PBIS, AND NURTURING ENVIRONMENT WILL SUPPORT SUCCESSFUL INCLUSION AND HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS. WHILE MANY SCHOOLS HAVE SPECIAL EDUCATION POPULATIONS OF ROUGHLY 10%, EQUALITY HAS A POPULATION THAT COMPRISES OVER 20% OF THE STUDENT BODY. EQUALITY'S ACADEMIC PROGRAM IS FULLY INCLUSIVE AND CO-TAUGHT. WE PROVIDE THIS MODEL TO ALL OF OUR STUDENTS INCLUDING THE 21% WHO HAVE DISABILITIES. OUR PROGRAM ALSO INCLUDES ELECTIVES IN PHYSICAL EDUCATION, ART AND LIFE & LITERACY.