2024-03-28T12:02:48-05:00 2023-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-07-01 204761182 THE PHOENIX CHARTER ACADEMY FOUNDATION INC PHOE 6178893100 PO BOX 170665 BOSTON MA 02117 BETH ANDERSON EXECUTIVE DIRECTOR PHOENIX NETWORK 6178893100 2024-03-04 1 BETH ANDERSON XXX-XX-XXXX 1 JOHN BUCKLEY CPA P01645518 5083669100 2024-03-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH ANDERSON PO BOX 170665 BOSTON MA 02117 1551342 0 X WWW.PHOENIXCHARTERACADEMY.ORG X 2008 MA TO PROVIDE SUPPORT TO THE PHOENIX CHARTER ACADEMY NETWORK. 3 3 0 25 0 0 1400957 1518851 0 0 801 32491 0 0 1401758 1551342 1077135 1332431 0 0 0 0 0 0 0 20775 5473 1097910 1337904 303848 213438 2752141 4178715 763548 2171684 1988593 2007031 TO PROVIDE SUPPORT TO THE PHOENIX CHARTER ACADEMY NETWORK. 0 0 1332431 1332431 THE PHOENIX CHARTER ACADEMY FOUNDATION SUPPORTS THE PHOENIX CHARTER ACADEMY NETWORK, WHICH INCLUDES THREE HIGH SCHOOLS IN CHELSEA, LAWRENCE, AND SPRINGFIELD. EACH SCHOOL RECEIVES SUPPORT FROM THE CHARTER MANAGEMENT ORGANIZATION (CMO) OFFICE IN COORDINATING ACADEMICS, TALENT AND RECRUITMENT, AND STUDENT SUPPORT. THIS ALIGNMENT ALLOWS PHOENIX TO DELIVER ITS MODEL WITH FIDELITY ACROSS MASSACHUSETTS. 1332431 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X VALERIE TAUBES 9785052629 PO BOX 170665 BOSTON MA 02117 X JAMES STANZLER PRESIDENT 0.30 X X 0 0 0 LAUREN BAKER MEMBER 0.30 X 0 0 0 PAUL STEZLER MEMBER 0.30 X 0 0 0 0 0 0 0 0 0 0 0 1518851 22299 1518851 32491 32491 1551342 0 0 32491 1332431 1332431 636 636 BANK FEES 3769 3769 MISCELLANEOUS 1068 1068 1337904 1332431 5473 0 50500 0 2620641 3819215 81000 359500 2752141 4178715 105000 195000 658548 1976684 763548 2171684 X 1471660 1481890 516933 525141 1988593 2007031 2752141 4178715 X 213438 -195000 X X 0 1 X 1 0 X X X 3 PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL CHELSEA 202401305 6 1 1123854 0 PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL SPRINGFIELD 464918535 6 0 22827 0 PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL LAWRENCE 824674349 6 0 185750 0 3 1332431 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL SPRINGFIELD (PCA-SPRINGFIELD) AND PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL LAWRENCE(PCA-LAWRENCE) ARE NOT LISTED IN THE FOUNDATION'S ORGANIZING DOCUMENTS BY NAME. HOWEVER, THE ORGANIZING DOCUMENTS STATE THAT THE FOUNDATION'S PURPOSE IS: " WITHOUT LIMITATION OF THE FOREGOING, TO SUPPORT AND PROMOTE EDUCATION OF NEW ENGLAND YOUTH, WITH PARTICULAR EMPHASIS ON ELEMENTARY AND SECONDARY STUDENTS ATTENDING CHARTER SCHOOLS; TO SUPPORT AND PROMOTE EDUCATION OF THE GENERAL PUBLIC ON THE ATTRIBUTES OF CHARTER SCHOOLS." THE LANGUAGE IS CONSISTENT WITH A DESCRIPTION OF THE SCHOOLS SUPPORTED BY THE FOUNDATION BY CLASS AND PURPOSE, INCLUDING PCA-SPRINGFIELD AND PCA-LAWRENCE. ALSO, PCA-SPRINGFIELD AND PCA-LAWRENCE HAVE THE SAME BOARD OF TRUSTEES AND MISSION AS PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL, CHELSEA (PCA-CHELSEA), WHICH IS LISTED IN THE FOUNDATION'S ORGANIZING DOCUMENTS BY NAME. PART IV, SECTION A, LINE 2: PCA-SPRINGFIELD, PCA-LAWRENCE, AND PCA-CHELSEA ARE STATE-CHARTERED EDUCATIONAL ORGANIZATIONS (GOVERNMENTAL UNITS) THAT ARE NOT REQUIRED TO OBTAIN RECOGNITION OF THEIR PUBLIC CHARITY STATUS FROM THE IRS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO ACADEMIES, NET 1976684 1976684 1 PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL CHELSEA 175 HAWTHORNE STREET CHELSEA MA 02150 202401305 GOVERNMENTAL UNIT 1123854 0 TO PROVIDE SUPPORT TO PHOENIX CHARTER ACADEMY, CHELSEA AND PHOENIX CHARTER ACADEMY NETWORK. PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL SPRINGFIELD 65 LINCOLN STREET SPRINGFIELD MA 01105 464918535 GOVERNMENTAL UNIT 22827 0 TO PROVIDE SUPPORT TO PHOENIX CHARTER ACADEMY-SPRINGFIELD. PPHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL LAWRENCE 15 UNION STREET LAWRENCE MA 01840 824674349 GOVERNMENTAL UNIT 185750 0 TO PROVIDE SUPPORT TO PHOENIX CHARTER ACADEMY-LAWRENCE 3 PART I, LINE 2: GRANTS ARE ONLY GIVEN TO THE ACADEMIES. DOCUMENTATION OF THESE GRANTS ARE MONITORED AND MAINTAINED BY THE ACADEMIES' FISCAL DEPARTMENT, WHO ALSO KEEPS THE BOOKS FOR THE FOUNDATION. THE FOUNDATION'S BOARD APPROVES ALL GRANTS. FORM 990, PART VI, SECTION A, LINE 7A PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL, CHELSEA (PCA-CHELSEA) IS THE SOLE MEMBER OF THE FOUNDATION AND HAS THE RIGHT TO APPOINT ITS BOARD MEMBERS. HOWEVER, PCA-CHELSEA HAS NOT EXERCISED THIS RIGHT IN CURRENT OR PRIOR YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SENT TO THE BOARD ONCE THE DRAFT IS AVAILABLE FOR REVIEW BY MEMBERS AND IS DISCUSSED IN MEETING AND VOTED ON. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE FORMS TO THE BOARD FOR ACKNOWLEDGEMENT AND SIGNATURE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ANNUAL FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.ORG. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: DEFERRED INFLOWS OF RESOURCES - DEFERRED REVENUE -195,000. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAVE BEEN NO CHANGES TO THIS PROCESS IN FISCAL YEAR 2023. PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL CHELSEA 175 HAWTHORNE STREET CHELSEA MA 02150 202401305 PUBLIC CHARTER SCHOOL MA N/A GOVERNMENTAL UNIT N/A 0 PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL SPRINGFIELD 65 LINCOLN STREET SPRINGFIELD MA 01105 464918535 PUBLIC CHARTER SCHOOL MA N/A GOVERNMENTAL UNIT N/A 0 PHOENIX ACADEMY CHARTER PUBLIC HIGH SCHOOL LAWRENCE 15 UNION STREET LAWRENCE MA 01840 824674349 PUBLIC CHARTER SCHOOL MA N/A GOVERNMENTAL UNIT N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0