2025-03-07T15:52:57-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 371638700 THE ACADEMIES CHARTER MANAGEMENT ORGANIZATION ACAD 5594294351 1616 W MINERAL KING D VISALIA CA 93291 DONYA BALL SUPERINTENDENT 5594294351 2025-03-07 1 1 WADE MCMULLEN P00541671 6268577300 2025-03-07 2023 2025-03-06 01:10:19Z DONYA BALL 1616 W MINERAL KING D VISALIA CA 93291 11478604 0 X HTTPS://WWW.THEACADEMIESCHARTERS.ORG X 2010 CA TO PROVIDE A RICH, MEANINGFUL EDUCATION WHERE STUDENTS ARE CONTINUALLY CHALLENGED AND CAN THRIVE. 7 7 182 382 0 0 9116839 11305144 111609 133553 3695 14423 23544 25484 9255687 11478604 0 0 0 0 6764396 8563526 0 0 4584 1846467 2394893 8610863 10958419 644824 520185 16530760 17651920 13254037 13855012 3276723 3796908 TO PROVIDE A RICH, MEANINGFUL EDUCATION WHERE STUDENTS ARE CONTINUALLY CHALLENGED AND THEIR NATURAL CURIOSITY, CREATIVITY, AND TALENTS CAN THRIVE. 0 0 9605045 0 133553 THE ORGANIZATION IS A TUITION-FREE, K-8 VISALIA CHARTER SCHOOL. WE OFFER A SITE-BASED, ACADEMICALLY ACCELERATED INSTRUCTIONAL PROGRAM WITH THEMATIC UNITS, PROJECTS-BASED LEARNING, AND ENRICHED CURRICULUM (INCLUDING SPANISH LANGUAGE, HANDS-ON SCIENCE, SERVICE LEARNING, AND ARTS INSTRUCTION) TO SUPPORT STUDENTS WHO HAVE THE DESIRE TO WORK AHEAD OR WORK DEEPER IN THEIR STUDIES. OUR CONSTRUCT MST EDUCATIONAL PHILOSOPHY AND PROGRAM FOR GIFTED LEARNERS MAKES OUR SCHOOL UNIQUE IN THE AREA. THE SCHOOL ALSO OFFERS AN AFTERSCHOOL PROGRAM. THE SCHOOL SERVED APPROXIMATELY 824 STUDENTS DURING THE YEAR. 9605045 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 23 0 1 182 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 MEAGAN MILLER 2132926620 811 WILSHIRE BOULEVARD SUITE 1420 LOS ANGELES CA 90017 HAROLD ROLLIN ESQ CHAIR 2.00 X X 0 0 0 ALEX TIETJEN VICE CHAIR 2.00 X X 0 0 0 CHRISTINA GUTIERREZ SECRETARY 2.00 X X 0 0 0 MARILOU MONSIVAIS TREASURER 2.00 X X 0 0 0 CRAIG WHEATON DIRECTOR 1.00 X 0 0 0 MARY ACEVES DIRECTOR 1.00 X 0 0 0 MICHELLE PHILLIPS DIRECTOR 1.00 X 0 0 0 DONYA BALL SUPERINTENDENT 40.00 X 172407 0 43105 STACI SOARES VICE PRINCIPAL 40.00 X 126265 0 23994 KIM SHIRK VICE PRINCIPAL 40.00 X 116293 0 22098 DANA MARIE STINSON PRINCIPAL, BOA 40.00 X 140016 0 36951 COREY RENEE MORSE PRINCIPAL, SVA 40.00 X 135489 0 36091 JUDAH MICHAEL TANNER SCHOOL PSYCHOLOGIST 40.00 X 132696 0 25124 823166 0 187363 11 0 1 0 0 11266567 38577 11305144 AFTERSCHOOL PRGM REV 713940 133553 133553 133553 14423 14423 7549 0 7549 7549 OTHER REVENUE 900099 12534 12534 REIMBURSEMENTS/REFUNDS 900099 5401 5401 17935 11478604 133553 0 39907 230760 223837 6923 6546391 6141961 404430 854115 821069 33046 732283 660041 72242 199977 174301 25676 89908 89908 11725 11725 204819 204819 404694 276439 128255 27920 19198 8722 124546 65938 58608 57468 32548 24920 597782 429444 168338 26315 6775 19540 17977 13884 4093 34974 34974 INSTRUCTIONAL MATERIALS 493083 493083 TRANSPORTATION 108988 108988 FIELD TRIPS 66744 66744 STUDENT ACTIVITIES 32833 32833 95117 37962 52571 4584 10958419 9605045 1348790 4584 3999312 4877275 2178006 2606417 57929 44129 305043 101119 162467 203924 10133046 9920175 16530760 17651920 1210457 1868989 1131720 1217860 10911860 10768163 13254037 13855012 X 3276723 3796908 3276723 3796908 16530760 17651920 520185 0 X X 0 1 X 1 1 1 X 305043 101119 203924 203924 OPERATING RIGHT OF USE ASSETS, NET 9919175 DEPOSITS 1000 9920175 OPERATING LEASE LIABILITIES 10768163 10768163 X 11478604 0 11478604 0 11478604 10958419 0 10958419 0 10958419 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 IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ACADEMY FILES AN EXEMPT RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THROUGHOUT THE REGISTRATION PROCESS, THE SCHOOL MAKES THEIR POLICY KNOWN TO PARENTS/FAMILIES/GUARDIANS. SCHEDULE E, PART I, LINE 4 THE SCHOOL'S ADMISSION APPLICATION DOES NOT COLLECT RACIAL OR DEMOGRAPHIC INFORMATION. THIS ENSURES THAT ADMISSIONS PROCESS IS BLIND TO RACE OR OTHER FACTORS. THE SCHOOL CONDUCTS A RANDOM PUBLIC LOTTERY TO DETERMINE WHICH APPLICANTS ARE OFFERED ENROLLMENT AT THE SCHOOL. THE PROCESS IS OUTLINED ON THEIR WEBSITE, AND COMMUNICATED AT INFORMATIONAL MEETINGS AND SCHOOL TOURS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE COUNTY OF TULARE, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL. X X X 0 0 0 0 0 0 0 0 0 DONYA BALL SUPERINTENDENT 169848 0 1559 0 1000 0 32761 0 10344 0 215512 0 0 0 DANA MARIE STINSON PRINCIPAL, BOA 138014 0 1252 0 750 0 26607 0 10344 0 176967 0 0 0 COREY RENEE MORSE PRINCIPAL, SVA 133529 0 1210 0 750 0 25747 0 10344 0 171580 0 0 0 JUDAH MICHAEL TANNER SCHOOL PSYCHOLOGIST 130787 0 1159 0 750 0 25124 0 0 0 157820 0 0 0 STACI SOARES VICE PRINCIPAL 124388 0 1127 0 750 0 23994 0 0 0 150259 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH 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 AND APPROVAL 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. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON, WHICH CAN BE ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS WHO HAS AN OUTSIDE INTEREST, OUTSIDE ACTIVITY, OR A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES, AND TO ANY BOARD COMMITTEE CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT WHERE A POTENTIAL CONFLICT OF INTERESTS EXISTS. IT IS DETERMINED THAT AN INTERESTED PERSON HAS OUTSIDE INTEREST WHEN THEY HOLD, INDIRECTLY OR DIRECTLY, A POSITION OR A MATERIAL FINANCIAL INTEREST IN ANY OUTSIDE CONCERN FROM WHICH THE INDIVIDUAL HAS REASON TO BELIEVE THE ORGANIZATION SECURES GOODS OR SERVICES OR THAT PROVIDES SERVICES COMPETITIVE WITH THE ORGANIZATION. IT IS DETERMINED THAT AN INTERESTED PERSON HAS OUTSIDE ACTIVITY WHEN THEY RENDER DIRECTIVE, MANAGERIAL, OR CONSULTATIVE SERVICES TO, OR ARE AN EMPLOYEE OF, ANY OUTSIDE CONCERN THAT DOES BUSINESS WITH, OR COMPETES WITH THE SERVICES OF, THE ORGANIZATION OR TO RENDER OTHER SERVICES IN COMPETITION WITH THE ORGANIZATION. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.