2024-05-15T12:21:48-05:00 2023-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2022-07-01 271342162 OXFORD PREPARATORY ACADEMY OXFO 9496009050 81 COLUMBIA SUITE 101 ALISO VIEJO CA 92656 KIMBERLY FRICKER EXECUTIVE DIRECTOR 9496009050 2024-05-14 1 KIMBERLY FRICKER 999009999 1 MARCY KEARNEY P01297358 6192708222 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 81 COLUMBIA SUITE 101 ALISO VIEJO CA 92656 22549142 0 X OPASCHOOLS.ORG X 2009 CA OPERATE CHARTER SCHOOLS SERVING STUDENTS IN GRADES TK-8 IN A CLASSROOM-BASED INSTRUCTIONAL SETTING. 4 4 339 5 0 0 17397682 22261892 75805 244317 11672 42933 7453 0 17492612 22549142 0 0 0 0 12861201 14707741 0 0 2609 3298974 4771560 16160175 19479301 1332437 3069841 10044420 14142950 1133865 2162554 8910555 11980396 WE BELIEVE THAT ALL STUDENTS ARE UNIQUE AND GIFTED INDIVIDUALS. WE ARE COMMITTED TO WORKING COLLABORATIVELY TO DEVELOP LIFE-LONG LEARNERS IN A SAFE AND CARING EDUCATIONAL ENVIRONMENT WHERE STUDENTS ARE CHALLENGED, SCHOLARSHIP IS EXPECTED, AND DIFFERENCES ARE VALUED. 0 0 17859213 244317 THE ORGANIZATION OPERATED TWO (2) PUBLIC CHARTER SCHOOLS SERVING STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH GRADE EIGHT: OXFORD PREPARATORY ACADEMY - SOUTH ORANGE COUNTY, AND OXFORD PREPARATORY ACADEMY - SADDLEBACK VALLEY. 17859213 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 339 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9496009050 81 COLUMBIA SUITE 101 ALISO VIEJO CA 92656 PAUL KAGOO PRESIDENT 2.00 X X 0 0 0 DELITE TRAVIS VICE PRESIDENT 2.00 X X 0 0 0 DINELLI AGARWAL TREASURER 2.00 X X 0 0 0 AMY SMITH SECRETARY 2.00 X X 0 0 0 AMY KERNAN EXECUTIVE DIRECTOR 40.00 X 214563 0 56058 DAVID BARLEY CHIEF OPERATIONS OFFICER 40.00 X 182943 0 46094 STEPHANIE HENRY CHIEF ACADEMIC OFFICER 40.00 X 176597 0 43350 PATRICIA LUCKEROTH DIRECTOR OF STUDENT SERVICES 40.00 X 167961 0 30233 ROSA PALOMINO DIRECTOR OF FISCAL SERVICES 40.00 X 134079 0 35760 SARAH TAINO SCHOOL PSYCHOLOGIST 40.00 X 113680 0 28117 GARRETT BRIDGES DEAN 40.00 X 127586 0 37235 JACLYNN MERLETTE DEAN 40.00 X 113969 0 28188 KERRY VELEZ CHANCELLOR 40.00 X 107458 0 38711 1338836 0 343746 13 0 1 0 BOYS AND GIRLS CLUB OF LAGUNA BEACH 1085 LAGUNA CANYON RD LAGUNA BEACH CA 92651 STUDENT SERVICES 135588 FRESH START HEALTHY MEALS INC 13294 RALSTON AVE SYLMAR CA 91342 FOOD SERVICES 126320 2 5958 22245499 10435 22261892 STUDENT ACTIVITIES 611710 244317 244317 244317 42933 42933 0 5958 0 0 22549142 244317 0 42933 626790 433698 193092 9724059 9561682 162377 2385840 2361417 24423 1077138 1040515 36623 893914 829456 64458 190030 190030 45861 45861 797402 575346 222056 30146 30146 76825 61460 15365 130926 130926 1072810 683851 388959 266061 266061 70667 70667 100591 75443 25148 130732 130732 BOOKS AND SUPPLIES 1684439 1564313 120126 CHARTER AUTHORIZER FEES 128961 128961 SPECIAL EDUCATION 43500 43500 STUDENT ACTIVITIES 2609 2609 19479301 17859213 1617479 2609 2685269 5227560 5203993 3164553 1285767 4283890 743049 586627 2516204 1641282 120944 874922 5398 5398 10044420 14142950 547128 820943 586737 1341611 1133865 2162554 X 8910555 11980396 8910555 11980396 10044420 14142950 3069841 0 X 0 1 X 1 1 1 X 1343810 904667 439143 1172394 736615 435779 874922 X 22549142 0 22549142 0 22549142 19479301 0 19479301 0 19479301 PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED. 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 ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS DOCUMENTED WITHIN THE CHARTER PETITIONS FOR EACH OF TIS PUBLIC CHARTER SCHOOLS. THE POLICY IS ALSO PRESENTED ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISTANT IS NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS AN ORGANIZATION OPERATING PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION, ALONG WITH COUNTY OF ORANGE, CALIFORNIA. X X X X 0 0 0 0 0 0 0 0 0 AMY KERNAN EXECUTIVE DIRECTOR 214563 0 0 0 0 0 38621 0 17437 0 270621 0 0 0 DAVID BARLEY CHIEF OPERATIONS OFFICER 182943 0 0 0 0 0 44162 0 1932 0 229037 0 0 0 STEPHANIE HENRY CHIEF ACADEMIC OFFICER 176597 0 0 0 0 0 31787 0 11563 0 219947 0 0 0 PATRICIA LUCKEROTH DIRECTOR OF STUDENT SERVICES 167961 0 0 0 0 0 30233 0 0 0 198194 0 0 0 ROSA PALOMINO DIRECTOR OF FISCAL SERVICES 134079 0 0 0 0 0 32367 0 3393 0 169839 0 0 0 GARRETT BRIDGES DEAN 127586 0 0 0 0 0 22965 0 14270 0 164821 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A CPA FIRM IS ENGAGED TO PREPARE THE TAX RETURNS. A DRAFT OF THE TAX RETURNS IS SUBMITTED TO MANAGEMENT AND THE FINANCIAL SERVICES PROVIDER FOR REVIEW. THE BOARD ACCEPTS THE TAX RETURN SUBSEQUENT TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PARTIES SUBJECT TO THE CONFLICT OF INTEREST POLICY ARE REQUIRED TO REPORT ANY CONFLICTS. STAFF, AUDITORS AND OUTSIDE SERVICE PROVIDERS ALL REVIEW THESE RELATIONSHIPS ON A REGULAR BASIS AND REPORT ANY PERCEIVED CONFLICTS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 CONTRACTS FOR MANAGEMENT AND KEY EMPLOYEES ARE INDIVIDUALLY REVIEWED BY THE BOARD OF DIRECTORS AS ADVISED BY LEGAL AND FINANCIAL CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST CODE AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ADDITIONALLY, THE CONFLICT OF INTEREST CODE IS ON FILE WITH THE COUNTY.