2024-05-09T18:28:41-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 824453363 ELITE ACADEMIC ACADEMY - LUCERNE ELIT 8663548302 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 MEGHAN FREEMAN CEO 8663548302 2024-05-09 1 MEGHAN FREEMAN 999009999 0 WADE MCMULLEN P00541671 6268577300 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGHAN FREEMAN 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 11450875 0 X ELITEACADEMIC.COM X 2018 CA OPERATION OF A CHARTER SCHOOL. 3 3 95 5 0 0 8345706 11431971 0 0 0 0 10186 18904 8355892 11450875 0 0 0 0 4769293 6228629 0 0 0 3553095 5131874 8322388 11360503 33504 90372 2314344 3679023 928324 2202631 1386020 1476392 ELITE ACADEMIC ACADEMY - LUCERNE IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS ORGANIZED TO MANAGE AND OPERATE A PUBLIC CHARTER SCHOOL. 0 0 7990079 ELITE ACADEMIC ACADEMY - LUCERNE IS A CALIFORNIA PUBLIC BENEFIT CORPORATION THAT WAS ORGANIZED TO MANAGE AND OPERATE AN ONLINE K-12 PUBLIC CHARTER SCHOOL. THE SCHOOL PROVIDES A PERSONALIZED LEARNING EXPERIENCE FOR APPROXIMATELY 693 STUDENTS THROUGHOUT THE SOUTHERN CALIFORNIA REGION. 7990079 1 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 1 0 0 0 1 66 0 1 95 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ADAM WOODARD 8663548302 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 SUSAN MCDOUGAL PRESIDENT 0.25 X X 3900 0 0 CODY SIMMS VICE PRESIDENT 0.25 X X 3300 0 0 KENT CHRISTENSEN TREASURER/SECRETARY 0.25 X X 3300 0 0 MEGHAN FREEMAN CEO 40.00 X 327969 0 52838 LAURA SPENCER CHIEF ACADEMIC INNOV OFFICER 40.00 X 188050 0 44142 ASHLEA KIRKLAND CHIEF STUDENT DEVELOPMENT OFFICER 40.00 X 176211 0 42577 TERESA SCHAFFER DIRECTOR OF COMMUNITY RELATIONS 40.00 X 143456 0 19540 MONIQUE WAITHE DIRECTOR OF FLEX 40.00 X 137226 0 34892 ANTONETTE SIMS DIRECTOR ASSESSMENT & ACCOUNTABILITY 40.00 X 134957 0 19540 EVAN JORGENSEN DIRECTOR OF HOMESCHOOL 40.00 X 133697 0 33937 KAREN MAKKAI DIRECTOR OF MTSS 40.00 X 132964 0 36371 1385030 0 283837 16 0 1 0 PRIME EDUCATIONAL SOLUTIONS 27475 YNEZ RD 720 TEMECULA CA 92591 BACK OFFICE PROVIDER 1184780 WHOOP INC ONE KENMORE SQUARE SUITE 601 BOSTON MA 02215 STUDENT ENRICHMENT SERVICES, ATHLETICS 255750 AMBASSADOR MEDIA GROUP LLC 28562 OSO PARKWAY D-132 RANCHO SANTA MARGAR CA 92688 STUDENT ENRICHMENT SERVICES 246640 MCCOLGAN & ASSOCIATES INC 1760 SUITE F AIRLINE HWY 217 HOLLISTER CA 95023 SPECIAL EDUCATION SERVICES 152129 RAINBOW RESOURCE CENTER 655 TOWNSHIP RD 500E TOULON IL 61483 STUDENT ENRICHMENT SERVICES 110762 8 11431971 11431971 OTHER REVENUE 900099 18904 18904 18904 11450875 0 0 18904 X 448154 363005 85149 4534765 3705420 829345 706177 571927 134250 353627 261448 92179 185906 129128 56778 257968 257968 92955 92955 34104 34104 2173427 1029521 1143906 182051 182051 174027 8697 165330 472667 408718 63949 103198 103198 17543 17543 125158 125158 98738 98738 9000 9000 INSTRUCTIONAL MATERIALS 1369514 1369514 DUES AND MEMBERSHIPS 12470 12470 OTHER EXPENSES 9054 9054 11360503 7990079 3370424 0 407508 778450 1251532 1632675 471019 532239 184285 735659 2314344 3679023 430943 710489 178887 1111637 318494 0 380505 928324 2202631 X 1386020 1476392 1386020 1476392 2314344 3679023 90372 0 X X 0 1 X 1 0 X 0 DUE FROM RELATED PARTIES 328256 SECURITY DEPOSITS 32648 OPERATING RIGHT-OF-USE ASSET 374755 735659 LEASE LIABILITY 380505 380505 X 11450875 0 11450875 0 11450875 11360503 0 11360503 0 11360503 PART X, LINE 2: THE ACADEMY IS A NONPROFIT 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. THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ACADEMY FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY WITHIN ITS CHARTER DOCUMENT. THE CHARTER DOCUMENT IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND IS MADE AVAILABLE UPON REQUEST. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE. THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AS PART OF ITS OPERATION AS PUBLIC CHARTER SCHOOL. X X X 0 0 0 0 0 0 0 0 0 MEGHAN FREEMAN CEO 284151 0 12000 0 31818 0 51230 0 1608 0 380807 0 0 0 LAURA SPENCER CHIEF ACADEMIC INNOV OFFICER 184050 0 4000 0 0 0 33342 0 10800 0 232192 0 0 0 ASHLEA KIRKLAND CHIEF STUDENT DEVELOPMENT OFFICER 162461 0 13750 0 0 0 31777 0 10800 0 218788 0 0 0 MONIQUE WAITHE DIRECTOR OF FLEX 133476 0 3750 0 0 0 24092 0 10800 0 172118 0 0 0 KAREN MAKKAI DIRECTOR OF MTSS 132964 0 0 0 0 0 25571 0 10800 0 169335 0 0 0 EVAN JORGENSEN DIRECTOR OF HOMESCHOOL 133697 0 0 0 0 0 23137 0 10800 0 167634 0 0 0 TERESA SCHAFFER DIRECTOR OF COMMUNITY RELATIONS 134629 0 3000 0 5827 0 8740 0 10800 0 162996 0 0 0 ANTONETTE SIMS DIRECTOR ASSESSMENT & ACCOUNTABILITY 131957 0 3000 0 0 0 8740 0 10800 0 154497 0 0 0 PART I, LINE 3 THE CEO/EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE DISCUSSION AND COMPENSATION DECISION IS DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. THE DISCUSSION AND COMPENSATION DECISION IS DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO/EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE DISCUSSION AND COMPENSATION DECISION IS DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EDUCATIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,029,521. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,029,521. BACK OFFICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,117,764. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,117,764. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,142. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,142. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ELITE ACADEMIC ACADEMIES - MOUNTAIN EMPIRE 43414 BUSINESS PARK DRIVE TEMECULA CA 92590 824502310 SCHOOL CA 501(C)(3) LINE 2 EAA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0