2024-05-01T18:01:15-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 851177591 PRIME EDUCATIONAL SOLUTIONS PRIM 8662774632 27475 YNEZ ROAD 720 TEMECULA CA 92591 CATHERINE HEREDIA CEO 8662774632 2024-04-30 1 CATHERINE HEREDIA 999009999 0 WADE MCMULLEN P00541671 6268577300 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CATHERINE HEREDIA 27475 YNEZ ROAD 720 TEMECULA CA 92591 2957566 0 X PRIMEEDUCATIONALSOLUTIONS.COM X 2019 CA PROVIDES ADMINISTRATIVE SUPPORT SERVICES TO ELITE ACADEMIC ACADEMY CHARTER SCHOOLS. 2 2 17 2 0 0 0 0 2374749 2957566 0 0 0 0 2374749 2957566 0 0 0 0 1487925 1591393 0 0 0 745592 802626 2233517 2394019 141232 563547 220779 784755 82344 82773 138435 701982 PROVIDES ADMINISTRATIVE SUPPORT SERVICES TO ELITE ACADEMIC ACADEMY CHARTER SCHOOLS. 0 0 1876695 2957566 PROVIDES ADMINISTRATIVE SUPPORT SERVICES TO ELITE ACADEMIC ACADEMY CHARTER SCHOOLS. 1876695 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 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 5 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ADAM WOODARD 8662774632 27475 YNEZ ROAD 720 TEMECULA CA 92591 TONY JACOB PRESIDENT 1.00 X X 300 0 0 DANIEL JACOB TREASURER 1.00 X X 300 0 0 CATHERINE HEREDIA CEO 40.00 X 271966 0 23161 TRACY HASPER CPO 40.00 X 221585 0 21450 ADAM WOODARD DIRECTOR OF FINANCE 40.00 X 178749 0 10800 672900 0 55411 3 0 1 0 WAISMAN CONSULTING INC 7344 NOCHE TAPATIA PO BOX 2235 RANCHO SANTA FE CA 92067 SPED OPERATIONAL, CONSULTING 446672 BRENT WOODARD 675 ELK RIDGE ROAD WHITEFISH MT 59937 EDUCATIONAL CONSULTING 167631 AMBASSADORS COMPANY & EDUCATION 2130 9TH ST W SUITE 337 COLUMBIA FALLS MT 59912 EDUCATIONAL CONSULTING 123351 3 BACK OFFICE REVENUE 900099 2957566 2957566 2957566 2957566 2957566 0 0 X 783629 666085 117544 653445 373603 279842 60462 32710 27752 93857 67212 26645 42 42 40257 40257 632676 625882 6794 100626 94740 5886 478 478 PROFFESIONAL DEVELOPMEN 12750 12750 OTHER EXPENSES 8896 8896 TECH SERVICES, SOFTWARE 3713 3713 CREDIT CARD FEES 1597 1597 1591 1591 2394019 1876695 517324 0 81514 394832 1000 1001 138265 388922 220779 784755 82344 82773 82344 82773 X 138435 701982 138435 701982 220779 784755 563547 0 X X 0 1 X 0 0 X X 2 ELITE ACADEMIC ACADEMY - LUCERNE 824453363 2 1 0 0 ELITE ACADEMIC ACADEMY - MOUNTAIN EMPIRE 824502310 2 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 0 PART IV, SECTION E, LINE 2A THE ORGANIZATION MEETS THIS INTEGRAL PART TEST AS A FUCNTIONALLY INTEGRATED TYPE III ORGANIZATION BECASUE SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES ARE IN DIRECT ADVMINISTRATIVE SUPPORT OF ELITE ACADEMIC ACADEMY CHARTER SCHOOLS; HENCE, ASSITING IT IN ACHIEVING ITS EXEMPT PURPOSE. PART IV, SECTION D, LINE 2 THE ORGANIZATION MAINTAINS A CLOSE AND CONTINIOUS RELATIONSHIP WITH ELITE ACADEMIC ACADEMY SCHOOLS BY PROVIDING ADMINISTRATIVE SUPPORT TO CARRY OUT THEIR MISSION. 0 X 2957566 0 2957566 0 2957566 2394019 0 2394019 0 2394019 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT SUPPORT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM THE STATE FRANCHISE TAX BOARD UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE ORGANIZATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. 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 ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. X X X 0 0 0 0 0 0 0 0 0 CATHERINE HEREDIA CEO 271966 0 0 0 0 0 12361 0 10800 0 295127 0 0 0 TRACY HASPER CPO 221585 0 0 0 0 0 10650 0 10800 0 243035 0 0 0 ADAM WOODARD DIRECTOR OF FINANCE 178749 0 0 0 0 0 0 0 10800 0 189549 0 0 0 PART I, LINE 3 EACH YEAR, THE BOARD OF DIRECTORS MEETS TO DISCUSS THE COMPENSATION FOR ALL COMPANY EMPLOYEES. THE BOARD REVIEW DATA REGARDING THE COMPENSATION PAID TO SIMILARLY QUALIFIED INDIVIDUAL IN FUNCTIONALLY COMPARABLE POSITIONS BY SIMILAR ORGANIZATIONS WITHIN THE GEOGRAPHIC REGION. THE BOARD ALSO REVIEWS THE PERFORMANCE OF THE EMPLOYEES DURING THE PRIOR YEAR AND THE RECOMMENDATIONS OF THE OF MANAGEMENT REGARDING ANY ADJUSTMENTS TO THE EMPLOYEES' COMPENSATION. MANAGEMENT LEAVES THE BOARD MEETING WHILE THE BOARD DELIBERATES AND DECIDES ON ANY ADJUSTMENTS TO COMPENSATION OF THE TOP EXECUTIVE EMPLOYEES, KEY EMPLOYEES, AND OTHER EMPLOYEES FOR THE UPCOMING YEAR. DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD MEETING AND IN SEPARATE INSTRUCTIONS TO MANAGEMENT TO IMPLEMENT THE DECISIONS. 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 FILLING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGURARLY BY THE OFFICERS TO IDENTITY POTENTIAL CONFILCTS OF INTEREST. ANY QUESTIONS 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 EACH YEAR, THE BOARD OF DIRECTORS MEETS TO DISCUSS THE COMPENSATION FOR ALL COMPANY EMPLOYEES. THE BOARD REVIEW DATA REGARDING THE COMPENSATION PAID TO SIMILARLY QUALIFIED INDIVIDUAL IN FUNCTIONALLY COMPARABLE POSITIONS BY SIMILAR ORGANIZATIONS WITHIN THE GEOGRAPHIC REGION. THE BOARD ALSO REVIEW THE PERFORMANCE OF THE EMPLOYEES DURING THE PRIOR YEAR AND THE RECOMMENDATIONS OF THE OF MANAGEMENT REGARDING ANY ADJUSTMENTS TO THE EMPLOYEES' COMPENSATION. MANAGEMENT LEAVES THE BOARD MEETING WHILE THE BOARD DELIBERATES AND DECIDES ON ANY ADJUSTMENTS TO COMPENSATION OF THE TOP EXECUTIVE EMPLOYEES, KEY EMPLOYEES, AND OTHER EMPLOYEES FOR THE UPCOMING YEAR. DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD MEETING AND IN SEPARATE INSTRUCTIONS TO MANAGEMENT TO IMPLEMENT THE DECISIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G SPED EDUCATIONAL SERVICES: PROGRAM SERVICE EXPENSES 215,712. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,712. EDUCATION SERVICES: PROGRAM SERVICE EXPENSES 233,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233,539. SPED ADMIN FEES: PROGRAM SERVICE EXPENSES 176,631. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,631. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,794. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,794. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.