2024-05-15T10:21:30-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 823352415 INVICTUS ACADEMY INC INVI 5109940888 7150 PORTOLA DRIVE EL CERRITO CA 94530 SHAWN BENJAMIN EXECUTIVE DIRECTOR 5109647581 2024-05-13 1 SHAWN BENJAMIN 999009999 0 WADE MCMULLEN P00541671 6268577300 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAWN BENJAMIN 7150 PORTOLA DRIVE EL CERRITO CA 94530 4972295 0 X WWW.INVICTUSOFRICHMOND.ORG X 2018 CA INVICTUS ACADEMY OF RICHMOND PREPARES 100% OF STUDENTS IN GRADES 7-10 TO THRIVE IN COLLEGE. 7 7 60 40 0 0 3602304 4927558 0 0 109 2273 22273 42464 3624686 4972295 0 0 0 0 2644398 3436861 0 0 0 796825 1479148 3441223 4916009 183463 56286 1561143 2635818 459116 1477505 1102027 1158313 INVICTUS ACADEMY OF RICHMOND PREPARES 100% OF STUDENTS IN GRADES 7-10 TO THRIVE IN THE COLLEGES OF THEIR CHOICE, SOLVE RELEVANT PROBLEMS, AND COMMUNICATE WITH CONFIDENCE. 0 0 4563012 42464 INVICTUS ACADEMY OF RICHMOND PREPARES 100% OF STUDENTS IN GRADES 7-10 TO THRIVE IN THE COLLEGES OF THEIR CHOICE, SOLVE RELEVANT PROBLEMS, AND COMMUNICATE WITH CONFIDENCE. THE SCHOOL SERVED APPROXIMATELY 330 STUDENTS FOR 179 DAYS IN THE 2022-2023 YEAR. 4563012 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 1 11 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X SHAWN BENJAMIN 5109940888 7150 POTRERO DRIVE EL CERRITO CA 94530 JEFF MANASSERO BOARD CHAIR 2.00 X X 0 0 0 CHRIS KELLY SECRETARY 2.00 X X 0 0 0 KELLY ELLIS TREASURER 2.00 X X 0 0 0 RHONDA BURTON MEMBER 2.00 X 0 0 0 LESLIE WARD PARENT REPRESENTATIVE 2.00 X 0 0 0 LAURA ANDERSEN MEMBER 2.00 X 0 0 0 ERNEST PETERSON MEMBER 2.00 X 0 0 0 SHAWN BENJAMIN EXECUTIVE DIRECTOR 40.00 X 166158 0 13533 LAUREN RAHLSON HIGH SCHOOL PRINCIPAL 40.00 X 103500 0 2558 SARAH RHEE MIDDLE SCHOOL PRINCIPAL 40.00 X 113133 0 11868 MEKA TULL SCHOOL PSYCHOLOGIST 40.00 X 127259 0 9041 510050 0 37000 4 0 1 0 0 4829935 97623 4927558 2273 2273 UNIFORMS 611710 42464 42464 42464 4972295 42464 0 2273 X 166291 4675 161616 2820460 2791013 29447 22590 22590 191055 190693 362 236465 223620 12845 37803 37803 595711 456020 139691 199878 193173 6705 26870 26690 180 248196 247571 625 12857 11642 1215 3078 3068 10 30566 30566 ALL OTHER EXPENSES 215175 214874 301 INSTRUCTION MATERIALS 109014 109014 4916009 4563012 352997 0 906867 1779819 45374 45621 601497 687051 5845 0 7405 0 117482 1561143 2635818 298677 585332 82317 731340 78122 39062 0 121771 459116 1477505 X 1052027 1158313 50000 0 1102027 1158313 1561143 2635818 56286 0 X X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITY 121771 121771 X 4972295 0 4972295 0 4972295 4916009 0 4916009 0 4916009 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. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ACADEMY FILES AND EXEMPT ACADEMY 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 INVICTUS ACADEMY MAKES ITS NONDISCRIMINATORY POLICY KNOWN THROUGH THEIR WEBSITE AND ON THE STUDENTS' APPLICATIONS. SCHEDULE E, PART I, LINE 4 THE SCHOOL DID NOT PROVIDE SCHOLARSHIPS OR FINANCIAL ASSISTANCE TO ANY STUDENT. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL THE ORGANIZATION RECEIVES THE MAJORITY OF ITS FUNDING FROM STATE, FEDERAL, AND LOCAL GOVERNMENT ENTITY FUNDS. 0 0 0 0 0 0 0 0 0 SHAWN BENJAMIN EXECUTIVE DIRECTOR 165908 0 250 0 0 0 4977 0 8556 0 179691 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO 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 PRIOR TO SUBMITTING TO THE IRS. 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 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 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. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 60,088. MANAGEMENT AND GENERAL EXPENSES 2,428. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,516. OTHER PROFESSIONAL SERVICE FEES: PROGRAM SERVICE EXPENSES 395,932. MANAGEMENT AND GENERAL EXPENSES 137,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 533,195. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.