2024-02-13T18:21:53-06:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 237112922 INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION INST 5107697100 1910 CENTRAL AVE ALAMEDA CA 94501 ESTHER COHEN EXECUTIVE DIRECTOR 5107697100 2024-01-25 1 ESTHER COHEN 999009999 1 KATY BROWN P00650274 9257902600 2024-01-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE PHILLIPS ACADEMY ESTHER COHEN 1910 CENTRAL AVE ALAMEDA CA 94501 3123430 0 X WWW.THEPHILLIPSACADEMY.ORG X 1971 CA THE MISSION OF THE PHILLIPS ACADEMY IS TO PROVIDE A SAFE, NURTURING EDUCATIONAL ENVIRONMENT FOR STUDENTS WITH EMOTIONAL REGULATION NEEDS, EXECUTIVE FUNCTIONING CHALLENGES AND LEARNING DIFFERENCES. TPA IS A STATE-CERTIFIED NONPUBLIC SCHOOL AND IS FULLY ACCREDITED BY WASC. 7 6 47 9 0 0 114758 103460 3019698 3011898 2152 3071 6372 5001 3142980 3123430 0 0 0 0 2500369 2605019 0 0 0 748505 697896 3248874 3302915 -105894 -179485 1802579 1616657 171783 165346 1630796 1451311 X THE PHILLIPS ACADEMY'S MISSION IS TO PROVIDE A PERSONALIZED EDUCATIONAL EXPERIENCE FOR STUDENTS WITH DIVERSE AND COMPLEX LEARNING AND EMOTIONAL STYLES, BY ADDRESSING THE NEEDS OF THE WHOLE CHILD. UPON COMPLETION OF OUR PROGRAM, (CONTINUED ON SCHEDULE O)STUDENTS ARE PREPARED TO SUCCESSFULLY TRANSITION TO MORE INDEPENDENT LEARNING ENVIRONMENTS AND TO A VARIETY OF POST-SECONDARY EDUCATIONAL AND VOCATIONAL OPPORTUNITIES. 0 0 2744880 3016899 THE PHILLIPS ACADEMY (TPA) OFFERS INSTRUCTION THAT IS ALIGNED WITH THE COMMON CORE STANDARDS, USING A BLENDED LEARNING MODEL, TO ALLOW FOR THE GREATEST DEGREE OF PERSONALIZATION AND DIFFERENTIATION OF LEARNING. STUDENTS RECEIVE SPECIALIZED SERVICES INCLUDING SPEECH AND LANGUAGE THERAPY, OCCUPATIONAL THERAPY, AND ASSISTIVE TECHNOLOGY, AS NEEDED. HIGH SCHOOL STUDENTS WORK IN THE COMMUNITY WITH A JOB COACH, ACCESS COMMUNITY COLLEGE CLASSES WITH SUPPORT, AND RECEIVE VOCATIONAL AND TRANSITION SERVICES TO PREPARE THEM FOR POST-SECONDARY LIFE. STUDENTS' SOCIAL-EMOTIONAL DEVELOPMENT IS SUPPORTED BY THE PROVISION OF MENTAL HEALTH SERVICES, COMMUNITY BUILDING ACTIVITIES, RESTORATIVE JUSTICE PRACTICES, (CONTINUED ON SCHEDULE O)AND ENGAGEMENT IN AN EDUCATIONAL PROGRAM THAT FOSTERS THE DEVELOPMENT OF SOCIAL-EMOTIONAL LEARNING. EXECUTIVE FUNCTIONS ARE ADDRESSED IN THE DESIGN AND IMPLEMENTATION OF INSTRUCTION AND IN THE COACHING AND STRATEGIES PROVIDED TO STUDENTS. IN ADDITION, THE SPORTS AND ELECTIVES PROGRAMS PROVIDE STUDENTS WITH PHYSICAL AND ARTISTIC OUTLETS AND DEVELOPMENT.A NUMBER OF MIDDLE SCHOOL AND HIGH STUDENTS MAKE SUFFICIENT GAINS TO RETURN TO A MORE MAINSTREAM EDUCATIONAL SETTING. THOSE WHO GRADUATE FROM TPA COMPLETE EITHER THE DIPLOMA TRACK, WHICH PREPARES THEM FOR FURTHER EDUCATION AT A COMMUNITY COLLEGE OR ENTRY INTO THE WORK FORCE, OR THE VOCATIONAL HIGH SCHOOL TRACK, WHICH CULMINATES IN A CERTIFICATE OF COMPLETION WITH ADDITIONAL DISTRICT SUPPORT UNTIL THE AGE OF 22. 2744880 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ESTHER COHEN EXECUTIVE DIRECTOR 5107697100 1910 CENTRAL AVE ALAMEDA CA 94501 ALLAN CHATMAN PRINCIPAL 41.20 X X 99708 0 12628 MEILEI WONG BUSINESS MANAGER 40.00 X 102393 0 422 ESTHER COHEN EXECUTIVE DIRECTOR 40.00 X 71729 0 0 DONN MERRIAM PRESIDENT 3.50 X X 0 0 0 LIANA GROSSMAN BOARD SECRETARY 1.20 X X 0 0 0 TAKA YOKOYAMA TREASURER 2.50 X X 0 0 0 COURTNEY GRODEN CO-TREASURER (LEFT 1/2023) 2.50 X X 0 0 0 ALISON FINGERUT TRUSTEE (LEFT 8/2022) 1.20 X 0 0 0 ELIZABETH ISONO TRUSTEE 1.20 X 0 0 0 MAR ORTMANN TRUSTEE 1.20 X 0 0 0 SABRINA SMITH TRUSTEE 1.20 X 0 0 0 273830 0 13050 1 0 0 0 DEBORAH B MCCLOSKEY MA 77 SHELLEY DRIVE MILL VALLEY CA 94941 SPEECH, OCCUPATIONAL THERAPY 155524 1 43927 59533 103460 PROGRAM REVENUE 611110 3011898 3011898 3011898 3071 3071 OTHER INCOME 611110 5001 5001 5001 3123430 3016899 0 3071 228877 161677 67200 1951244 1631938 319306 256876 208568 48308 168022 138043 29979 34000 8500 25500 148292 147085 1207 54 46 8 22936 19469 3467 7802 7795 7 305569 257924 47645 5746 5746 25069 22567 2502 25188 21493 3695 SCHOOL CURRICULUM AND S 93674 88923 4751 STAFF APPRECIATION 10711 9104 1607 EQUIPMENT AND MAINTENAN 8354 5839 2515 BAD DEBT EXPENSE 8242 8242 2259 1921 338 3302915 2744880 558035 0 181819 102404 1113713 1123683 384107 230255 30866 48525 339943 228153 92074 111790 1802579 1616657 171783 165346 171783 165346 X 1625896 1448336 4900 2975 1630796 1451311 1802579 1616657 -179485 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107979 70372 37607 231964 157781 74183 111790 X 3123430 0 3123430 0 3123430 3302915 0 3302915 0 3302915 PART X, LINE 2: TPA IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. TPA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED AS OF JUNE 30, 2023, TPA DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WE DO NOT HAVE A SOLICITATION OR REGISTRATION PERIOD. OUR STUDENTS ARE REFERRED TO US BY THEIR HOME DISTRICTS VIA THEIR IEP (INDIVIDUAL EDUCATION PLAN). WE PUBLISHED OUR RACIALLY NONDISCRIMINATORY POLICY IN THE ALAMEDA TIMES-STAR ON OCTOBER 28, 2022. WE ALSO PUBLISH THE RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF OUR WEBSITE ALL YEAR ROUND. SCHEDULE E, PART I, LINE 4 ALL TPA STUDENTS' TUITION COSTS ARE PAID BY THE STUDENT'S HOME SCHOOL DISTRICT. BECAUSE THERE ARE NO PRIVATE PAY STUDENTS, TPA DOES NOT OFFER FINANCIAL ASSISTANCE OR SCHOLARSHIPS. SCHEDULE E, PART I, LINE 6 THE PHILLIPS ACADEMY RECEIVES FUNDING FROM BAY AREA SCHOOL DISTRICTS AND FORM ALAMEDA COUNTY MENTAL HEALTH SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE COMPLETE TAX RETURN TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE INSIDER(S) AND ANY OTHER INTERESTED PERSON(S) INVOLVED IN THE TRANSACTION SHALL NOT BE PRESENT DURING THE BOARD'S DISCUSSION OR DETERMINES OF WHETHER A CONFLICT OF INTEREST EXISTS. THE BOARD SHALL FOLLOW PROCEDURES IN ORDER TO DECIDE WHAT MEASURES ARE NEEDED TO PROTECT THE PHILLIPS ACADEMY'S INTEREST IN LIGHT OF THE NATURE AND SERIOUSNESS OF THE CONFLICT. THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE PHILLIPS ACADEMY'S BEST INTEREST, ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE PHILLIPS ACADEMY. THE PHILLIPS ACADEMY BOARD SHALL AUTHORIZE AND OVERSEE AN ANNUAL REVIEW OF THE ADMINISTRATION AND OF THE CONFLICT OF INTEREST POLICY. THE REVIEW MAY BE WRITTEN OR ORAL. THE REVIEW SHALL CONSIDER THE LEVEL OF COMPLIANCE WITH THE POLICY, THE CONTINUING SUITABILITY OF THE POLICY, AND WHETHER THE POLICY SHOULD BE MODIFIED OR IMPROVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATIONS ARE PRESENTED TO AND APPROVED BY TPA'S BOARD OF TRUSTEES AND DETERMINATIONS ARE EVIDENCED IN THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 TPA'S PRACTICE IS TO PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON FORMAL REQUEST.