2026-02-11T11:35:28-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 237112922 INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION INST 5107697100 1910 CENTRAL AVE ALAMEDA CA 94501 ESTHER COHEN EXECUTIVE DIRECTOR 5107697100 2026-02-03 1 1 KATY BROWN P00650274 9257902600 2026-01-28 2024 2025-03-06 01:10:19Z THE PHILLIPS ACADEMY ESTHER COHEN 1910 CENTRAL AVE ALAMEDA CA 94501 5314745 0 X WWW.THEPHILLIPSACADEMY.ORG X 1971 CA THE MISSION OF THE PHILLIPS ACADEMY IS TO PROVIDE A SAFE, NURTURING (CONT. ON SCH. O) EDUCATIONAL ENVIRONMENT FOR STUDENTS WITH EMOTIONAL REGULATION NEEDS, EXECUTIVE FUNCTIONING CHALLENGES AND LEARNING DIFFERENCES. TPA IS A STATE-CERTIFIED NONPUBLIC SCHOOL AND IS FULLY ACCREDITED BY WASC. 8 6 47 6 0 0 230281 171857 3991935 5130959 8542 10400 1852 1529 4232610 5314745 0 0 0 0 3001265 3593665 0 0 0 810175 1001492 3811440 4595157 421170 719588 2596690 3139965 724209 547896 1872481 2592069 X THE PHILLIPS ACADEMY'S MISSION IS TO PROVIDE A PERSONALIZED EDUCATIONAL EXPERIENCE FOR STUDENTS WITH DIVERSE AND COMPLEX LEARNING AND EMOTIONAL STYLES, BY ADDRESSING THE NEEDS OF THE WHOLE CHILD. UPON COMPLETION OF OUR PROGRAM, (CONTINUED ON SCHEDULE O)STUDENTS ARE PREPARED TO SUCCESSFULLY TRANSITION TO MORE INDEPENDENT LEARNING ENVIRONMENTS AND TO A VARIETY OF POST-SECONDARY EDUCATIONAL AND VOCATIONAL OPPORTUNITIES. 0 0 3918741 5132488 THE PHILLIPS ACADEMY (TPA) OFFERS INSTRUCTION THAT IS ALIGNED WITH THE COMMON CORE STANDARDS, USING A BLENDED LEARNING MODEL, TO ALLOW FOR THE GREATEST DEGREE OF PERSONALIZATION AND DIFFERENTIATION OF LEARNING. STUDENTS RECEIVE SPECIALIZED SERVICES INCLUDING SPEECH AND LANGUAGE THERAPY, OCCUPATIONAL THERAPY, AND ASSISTIVE TECHNOLOGY, AS NEEDED. HIGH SCHOOL STUDENTS WORK IN THE COMMUNITY WITH A JOB COACH, ACCESS COMMUNITY COLLEGE CLASSES WITH SUPPORT, AND RECEIVE VOCATIONAL AND TRANSITION SERVICES TO PREPARE THEM FOR POST-SECONDARY LIFE. STUDENTS' SOCIAL-EMOTIONAL DEVELOPMENT IS SUPPORTED BY THE PROVISION OF MENTAL HEALTH SERVICES, COMMUNITY BUILDING ACTIVITIES, RESTORATIVE JUSTICE PRACTICES, (CONTINUED ON SCHEDULE O)AND ENGAGEMENT IN AN EDUCATIONAL PROGRAM THAT FOSTERS THE DEVELOPMENT OF SOCIAL-EMOTIONAL LEARNING. EXECUTIVE FUNCTIONS ARE ADDRESSED IN THE DESIGN AND IMPLEMENTATION OF INSTRUCTION AND IN THE COACHING AND STRATEGIES PROVIDED TO STUDENTS. IN ADDITION, THE SPORTS AND ELECTIVES PROGRAMS PROVIDE STUDENTS WITH PHYSICAL AND ARTISTIC OUTLETS AND DEVELOPMENT.A NUMBER OF MIDDLE SCHOOL AND HIGH STUDENTS MAKE SUFFICIENT GAINS TO RETURN TO A MORE MAINSTREAM EDUCATIONAL SETTING. THOSE WHO GRADUATE FROM TPA COMPLETE EITHER THE DIPLOMA TRACK, WHICH PREPARES THEM FOR FURTHER EDUCATION AT A COMMUNITY COLLEGE OR ENTRY INTO THE WORK FORCE, OR THE VOCATIONAL HIGH SCHOOL TRACK, WHICH CULMINATES IN A CERTIFICATE OF COMPLETION WITH ADDITIONAL DISTRICT SUPPORT UNTIL THE AGE OF 22. 3918741 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 1 0 0 0 0 0 0 0 0 1 3 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ESTHER COHEN EXECUTIVE DIRECTOR 5107697100 1910 CENTRAL AVE ALAMEDA CA 94501 ALLAN CHATMAN PRINCIPAL 41.20 X 110035 0 13689 MARYANN PEARSON EDUCATION SPECIALIST 41.20 X 114212 0 13204 DONN MERRIAM PRESIDENT 3.50 X X 0 0 0 SABRINA SMITH VICE PRESIDENT 2.00 X X 0 0 0 TAKA YOKOYAMA TREASURER 2.50 X X 0 0 0 LIANA GROSSMAN SECRETARY 1.20 X X 0 0 0 MAR ORTMANN PARENT REPRESENTATIVE 1.20 X 0 0 0 ELIZABETH ISONO TRUSTEE 1.20 X 0 0 0 ESTHER COHEN EXECUTIVE DIRECTOR 40.00 X 152065 0 9022 MEILEI WONG BUSINESS MANAGER 40.00 X 119503 0 0 495815 0 35915 4 0 1 0 DEBORAH B MCCLOSKEY MA 77 SHELLEY DRIVE MILL VALLEY CA 94941 SPEECH, OT AND ASSISTIVE TECHNOLOGY 248796 1 104488 67369 104488 171857 PROGRAM REVENUE 611110 5130959 5130959 5130959 10400 10400 OTHER INCOME 611110 1529 1529 1529 5314745 5132488 0 10400 433862 328699 105163 2643132 2261231 381901 282408 245808 36600 234263 197941 36322 15400 15400 52751 8692 44059 298040 297801 239 69 59 10 25493 21972 3521 9613 8171 1442 307504 261378 46126 7414 7414 58538 52684 5854 28829 24580 4249 SCHOOL CURRICULUM AND S 136608 132735 3873 EQUIPMENT AND MAINTENAN 30031 25526 4505 STAFF APPRECIATION 14472 12301 2171 BAD DEBT EXPENSE 12224 12224 4506 4125 381 4595157 3918741 676416 0 131480 218836 1190949 1741347 496746 569585 57992 49679 409532 315858 216473 93674 503050 466844 2596690 3139965 209931 273229 514278 274667 724209 547896 X 1872481 2592069 1872481 2592069 2596690 3139965 719588 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164479 78628 85851 245053 237230 7823 93674 RIGHT OF USE ASSET 263378 CONTRIBUTED USE OF LONG-LIVED ASSETS 203466 466844 LEASE LIABILITIES 274667 274667 X 5314745 0 5314745 0 5314745 4595157 0 4595157 0 4595157 PART X, LINE 2: TPA IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. TPA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED AS OF JUNE 30, 2025, TPA DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WE DO NOT HAVE A SOLICITATION OR REGISTRATION PERIOD. OUR STUDENTS ARE REFERRED TO US BY THEIR HOME DISTRICTS VIA THEIR IEP (INDIVIDUAL EDUCATION PLAN). WE PUBLISH THE RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF OUR WEBSITE ALL YEAR ROUND. SCHEDULE E, PART I, LINE 4 ALL TPA STUDENTS' TUITION COSTS ARE PAID BY THE STUDENT'S HOME SCHOOL DISTRICT. BECAUSE THERE ARE NO PRIVATE PAY STUDENTS, TPA DOES NOT OFFER FINANCIAL ASSISTANCE OR SCHOLARSHIPS. SCHEDULE E, PART I, LINE 6 THE PHILLIPS ACADEMY RECEIVES FUNDING FROM THE CALIFORNIA DEPARTMENT OF EDUCATION THROUGH THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS PROGRAM. X X 0 0 0 0 0 0 0 0 0 ESTHER COHEN EXECUTIVE DIRECTOR 152065 0 0 0 0 0 0 0 9022 0 161087 0 0 0 X EQUIPMENT/GOODS/SUPPLY/SERVICES 1 104488 COMPARABLE SALES 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS RATHER THAN THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE COMPLETE TAX RETURN TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE INSIDER(S) AND ANY OTHER INTERESTED PERSON(S) INVOLVED IN THE TRANSACTION SHALL NOT BE PRESENT DURING THE BOARD'S DISCUSSION OR DETERMINES OF WHETHER A CONFLICT OF INTEREST EXISTS. THE BOARD SHALL FOLLOW PROCEDURES IN ORDER TO DECIDE WHAT MEASURES ARE NEEDED TO PROTECT THE PHILLIPS ACADEMY'S INTEREST IN LIGHT OF THE NATURE AND SERIOUSNESS OF THE CONFLICT. THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE PHILLIPS ACADEMY'S BEST INTEREST, ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE PHILLIPS ACADEMY. THE PHILLIPS ACADEMY BOARD SHALL AUTHORIZE AND OVERSEE AN ANNUAL REVIEW OF THE ADMINISTRATION AND OF THE CONFLICT OF INTEREST POLICY. THE REVIEW MAY BE WRITTEN OR ORAL. THE REVIEW SHALL CONSIDER THE LEVEL OF COMPLIANCE WITH THE POLICY, THE CONTINUING SUITABILITY OF THE POLICY, AND WHETHER THE POLICY SHOULD BE MODIFIED OR IMPROVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATIONS ARE PRESENTED TO AND APPROVED BY TPA'S BOARD OF TRUSTEES AND DETERMINATIONS ARE EVIDENCED IN THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 TPA'S PRACTICE IS TO PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON FORMAL REQUEST.