2025-03-27T11:02:04-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 954808754 NEW WEST CHARTER SCHOOL NEWW 3109435444 1905 ARMACOST AVE LOS ANGELES CA 90025 SHARON WEIR EXECUTIVE DIRECTOR 3109435444 2025-03-21 1 1 WADE MCMULLEN P00541671 6268577300 2025-03-19 2023 2025-03-06 01:10:19Z SHARON WEIR 1905 ARMACOST AVE LOS ANGELES CA 90025 16089613 0 X WWW.NEWWESTCHARTER.ORG X 2000 CA TO PROVIDE AN ACADEMICALLY RIGOROUS, HIGHLY INDIVIDUALIZED EDUCATION FOR 21ST CENTURY STUDENTS. 8 5 97 5 0 0 14629809 14929322 0 327094 0 303480 517440 529717 15147249 16089613 0 0 0 0 7606911 8108222 0 0 4000 6853942 7378288 14460853 15486510 686396 603103 18812910 19251040 8486722 8321749 10326188 10929291 X THE MISSION OF NEW WEST CHARTER SCHOOL IS TO PROVIDE AN ACADEMICALLY RIGOROUS, HIGHLY INDIVIDUALIZED EDUCATION FOR 21ST CENTURY STUDENTS IN GRADES 6 - 12. IN THE DECADES TO COME, PERSONAL SUCCESS WILL REQUIRE INCREASINGLY HIGH LEVELS OF COMPETENCY, INDEPENDENCE, AND SELF-RELIANCE IN AN EVER CHANGING, EVER MORE COMPLEX SOCIETY, WHETHER INDIVIDUALS CHOOSE TO MANAGE THEIR OWN BUSINESSES, WORK WITHIN PUBLIC OR PRIVATE ORGANIZATIONS, OR RAISE FAMILIES WHOSE CHILDREN WILL FACE THE SAME CHALLENGES. NEW WEST WILL PRODUCE COMPETENT, INDEPENDENT, SELF-RELIANT STUDENTS BY CREATING A LEARNING ENVIRONMENT THAT PROMOTES ACADEMIC EXCELLENCE AND STRONG CHARACTER DEVELOPMENT AS THE ANTECEDENTS FOR SUCCESS IN COLLEGE PREPARATORY HIGH SCHOOL PROGRAMS. 1 0 12911571 0 327094 THE ORGANIZATION OFFERS HIGHLY INDIVIDUALIZED EDUCATION FOR 21ST CENTURY STUDENTS IN GRADES SIXTH THROUGH TWELFTH. FOR THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION OPERATED ONE CHARTER SCHOOL FOR A TOTAL OF 180 DAYS AND SERVED APPROXIMATELY 1,000 STUDENTS. 12911571 1 1 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 49 0 1 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X KIZMET WHITE 3109435444 1905 ARMACOST AVE LOS ANGELES CA 90025 SHARON WEIR EXECUTIVE DIRECTOR 40.00 X 267072 0 61207 TANISHA BARNETT ASSISTANT DIRECTOR -MIDDLE SCHOOL 40.00 X 178048 0 42651 MARK HERRERA HIGH SCHOOL PRINCIPAL 40.00 X 153660 0 41299 LARIKA CLARK HIGH SCHOOL VICE PRINCIPAL 40.00 X 141962 0 46984 BRIAN STRAKA DIRECTOR OF DEVELOPMENT 40.00 X 139407 0 38774 ANTONIA PEREZ HR SPECIALIST 40.00 X 125000 0 32850 STEVEN JONES TEACHER REPRESENTATIVE 40.00 X 100961 0 27463 SARAH THOMPSON TEACHER REPRESENTATIVE 40.00 X 99292 0 25638 BRITTNEY MCBRIDE TEACHER REPRESENTATIVE 40.00 X 64640 0 23071 MICHAEL SCHLESINGER CHAIR 1.00 X X 0 0 0 JOHN LEE PARENT REPRESENTAIVE 1.00 X 0 0 0 JESS SEGOVIA PARENT REPRESETATIVE 1.00 X 0 0 0 ADRIANA CERVANTES PARENT REPRESENTATIVE 1.00 X 0 0 0 KERRY GOLUB COMMUNITY REPRESETATIVE 1.00 X 0 0 0 1270042 0 339937 11 0 1 0 CALIFORNIA COLLEGE PREP LLC 9012 BALD EAGLE DR LAS VEGAS NV 89134 TUTORING SERVICES 135140 LAW OFFICES OF YOUNG MINNEY & CORR 655 UNIVERSITY AVE SUITE 150 SACRAMENTO CA 95825 LEGAL SERVICES 120671 JOHN MANISON 123 PONTIAC CT WENDELL NC 27591 TUTORING SERVICES 115470 5 14692047 237275 14929322 FIELD TRIP REVENUE 611110 186937 186937 SCHOOL EVENT REVENUE 611110 121112 121112 AFTER SCHOOL PROGRAM REVENUE 611110 19045 19045 327094 303480 303480 EDCOE SETTLEMENT PAYMENT 611110 446500 446500 CREDITS & WRITE OFFS 611110 52830 52830 OTHER REVENUE 611110 30387 30387 529717 16089613 327094 0 833197 X 702848 702848 5538274 5346391 191883 1087790 1044921 42869 633278 606626 26652 146032 141675 4357 527827 527827 216401 52860 163541 2005072 1753509 251563 20630 16630 4000 164299 82755 81544 16727 16727 2348221 1763569 584652 23956 23956 301643 226232 75411 215017 215017 OTHER EXPENSES 1316305 910682 405623 BOOKS AND SUPPLIES 222190 222190 15486510 12911571 2570939 4000 674891 1317609 5960614 5264094 2445092 4658974 223577 179369 6367688 3688802 2843103 2678886 6665633 5152108 18812910 19251040 586853 332035 0 1000194 1243532 1770704 6656337 5218816 8486722 8321749 X 10310848 10913951 15340 15340 10326188 10929291 18812910 19251040 603103 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2970698 1209098 1761600 1841158 1097886 743272 1555832 1381818 174014 2678886 DEPOSIT 20000 RIGHT OF USE ASSET 5132108 5152108 LEASE LIABILITIES 5218816 5218816 X 16089613 0 16089613 0 16089613 15486510 0 15486510 0 15486510 PART X, LINE 2: THE SCHOOL 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 SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX 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 THE POLICY IS LISTED ON THE ENROLLMENT APPLICATION, WEBSITE AND POSTED IN FRONT OF THE OFFICE AT EACH SITE. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT PROVIDE ANY SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION: NEW WEST CHARTER SCHOOL IS A SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X X 0 0 0 0 0 0 0 0 0 SHARON WEIR EXECUTIVE DIRECTOR 267072 0 0 0 0 0 47356 0 13851 0 328279 0 0 0 TANISHA BARNETT ASSISTANT DIRECTOR -MIDDLE SCHOOL 178048 0 0 0 0 0 34219 0 8432 0 220699 0 0 0 MARK HERRERA HIGH SCHOOL PRINCIPAL 153660 0 0 0 0 0 30273 0 11026 0 194959 0 0 0 LARIKA CLARK HIGH SCHOOL VICE PRINCIPAL 141962 0 0 0 0 0 26307 0 20677 0 188946 0 0 0 BRIAN STRAKA DIRECTOR OF DEVELOPMENT 139407 0 0 0 0 0 31239 0 7535 0 178181 0 0 0 ANTONIA PEREZ HR SPECIALIST 125000 0 0 0 0 0 26783 0 6067 0 157850 0 0 0 FORM 990, PART III, LINE 2 NEW WEST CHARTER SCHOOL UNDERTOOK NEW DUAL ENROLLMENT AND CTE PROGRAMS PROVIDE HIGH SCHOOL STUDENTS WITH EARLY COLLEGE CREDIT OPPORTUNITIES AND CAREER-FOCUSED TRAINING. HIRING A CREDENTIALED CTE TEACHER AND COLLABORATING WITH A CTE CONSULTANT GROUP ENSURE THAT PROGRAMS ALIGN WITH STATE WORKFORCE NEEDS AND INDUSTRY STANDARDS, CREATING CLEAR PATHWAYS FROM HIGH SCHOOL TO HIGHER EDUCATION, APPRENTICESHIPS, AND CAREER-TRACK EMPLOYMENT. ADDITIONALLY, EFFORTS TO INCREASE PARTICIPATION AMONG UNDERREPRESENTED STUDENTS ADDRESS EDUCATIONAL AND ECONOMIC DISPARITIES, REINFORCING NEW WEST CHARTER'S MISSION OF ENSURING ALL STUDENTS ARE EQUIPPED FOR POSTSECONDARY SUCCESS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE 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 FINANCE COMMITTEE AND BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS AND KEY EMPLOYEES MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM THAT IDENTIFIES ANY POTENTIAL CONFLICTS, INCLUDING FINANCIAL INTERESTS, RELATIONSHIPS WITH VENDORS, OR FAMILY/BUSINESS CONNECTIONS THAT COULD INFLUENCE DECISION-MAKING. BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SUBMIT FORM 700. THE COMPLETED DISCLOSURES ARE REVIEWED BY THE DESIGNATED COMPLIANCE OFFICER TO IDENTIFY ANY POTENTIAL CONFLICTS. TO REGULARLY MONITOR AND ENFORCE, DURING BOARD MEETINGS, MEMBERS ARE REMINDED OF THEIR OBLIGATION TO DISCLOSE ANY CONFLICTS BEFORE DISCUSSING OR VOTING ON MATTERS WHERE A CONFLICT MAY EXIST. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL MUST RECUSE THEMSELVES FROM DISCUSSIONS AND DECISIONS RELATED TO THE MATTER, ENSURING IMPARTIAL GOVERNANCE. ALL CONFLICT-OF-INTEREST DISCLOSURES, INCLUDING FORM 700 SUBMISSIONS, ARE MAINTAINED IN ORGANIZATIONAL RECORDS AND AVAILABLE FOR AUDIT PURPOSES. THERE ARE ONGOING COMPLIANCE CHECKS WITH THE POLICY. THE POLICY IS REVIEWED AT LEAST ONCE A YEAR TO ENSURE IT ALIGNS WITH CURRENT LEGAL REQUIREMENTS AND BEST PRACTICES. KEY PERSONNEL RECEIVE PERIODIC TRAINING ON RECOGNIZING AND MANAGING CONFLICTS OF INTEREST. COMPLIANCE IS SUBJECT TO INTERNAL AUDITS AND MAY BE REVIEWED BY EXTERNAL AUDITORS TO VERIFY ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 NEW WEST CHARTER SCHOOL FOLLOWS A STRUCTURED AND TRANSPARENT COMPENSATION DETERMINATION PROCESS FOR ITS EXECUTIVE DIRECTOR AND KEY EMPLOYEES TO ENSURE FAIRNESS, COMPETITIVENESS, AND COMPLIANCE. THE PROCESS INCLUDES INDEPENDENT REVIEW, USE OF COMPARABILITY DATA, AND THOROUGH DOCUMENTATION OF DELIBERATIONS AND DECISIONS. 1. INDEPENDENT REVIEW & OVERSIGHT: THE BOARD OF DIRECTORS OVERSEES THE COMPENSATION DETERMINATION PROCESS. INDEPENDENT MEMBERS OF THE BOARD, WITH NO FINANCIAL INTEREST IN THE COMPENSATION DECISION, CONDUCT THE REVIEW AND APPROVE THE COMPENSATION PACKAGE. 2. USE OF COMPARABILITY DATA: TO ENSURE COMPENSATION IS REASONABLE AND IN LINE WITH INDUSTRY STANDARDS, NEW WEST CHARTER SCHOOL RELIES ON: A COMPENSATION STUDY BY AN INDEPENDENT CONTRACTOR TO CONDUCT A MARKET ANALYSIS OF EXECUTIVE SALARIES IN COMPARABLE EDUCATIONAL INSTITUTIONS. THIS STUDY EVALUATES FACTORS SUCH AS SCHOOL SIZE, LOCATION, FUNDING SOURCES, AND JOB RESPONSIBILITIES. NEW WEST REFERENCES A CHARTERSAFE COMPENSATION STUDY, WHICH ANALYZES SALARIES AT SIMILAR CHARTER SCHOOLS TO PROVIDE ADDITIONAL BENCHMARKING DATA. NEW WEST REFERENCES PUBLICLY AVAILABLE DATA SUCH AS IRS FORM 990 REPORTS FROM COMPARABLE NONPROFIT SCHOOLS ENSURE FAIR MARKET COMPENSATION. 3. DELIBERATION AND DECISION-MAKING PROCESS: THE BOARD REVIEWS THE COMPENSATION STUDIES AND ANY ADDITIONAL RELEVANT DATA. DISCUSSIONS CONSIDER THE EXECUTIVE'S EXPERIENCE, PERFORMANCE, SCHOOL FINANCIAL HEALTH, AND MARKET TRENDS BEFORE REACHING A FINAL DECISION. ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED, AND INDIVIDUALS WITH CONFLICTS RECUSE THEMSELVES FROM THE DISCUSSION AND VOTE. 4. CONTEMPORANEOUS DOCUMENTATION & COMPLIANCE: THE DELIBERATION AND APPROVAL PROCESS IS DOCUMENTED IN BOARD MEETING MINUTES. FINAL COMPENSATION AGREEMENTS ARE FORMALLY RECORDED AND MAINTAINED IN THE SCHOOL'S RECORDS FOR AUDIT AND COMPLIANCE PURPOSES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS - INSTRUCTIONAL: PROGRAM SERVICE EXPENSES 732,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 732,772. SPECIAL EDUCATION CONTRACT INSTRUCTORS: PROGRAM SERVICE EXPENSES 567,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 567,715. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 453,022. MANAGEMENT AND GENERAL EXPENSES 251,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 704,585. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.