2024-05-13T14:04:15-05:00 2023-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2022-07-01 462503645 TAYLION HIGH DESERT ACADEMY ADELANTO TAYL 7602463344 14196 AMARGOSA RD SUITES C-E VICTORVILLE CA 92392 SHANNON SMITH PRESIDENT 7602463344 2024-05-10 1 SHANNON SMITH 999009999 0 MARCY KEARNEY P02370487 6192708222 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENDA CONGO - PRINCIPAL 14196 AMARGOSA RD SUITES C-E VICTORVILLE CA 92392 8505437 0 X TAYLION.COM X 2012 CA PROVIDE INDIVIDUALIZED INSTRUCTION TO PREPARE STUDENTS FOR THEIR FUTURE. 4 4 61 4 0 0 4073460 8417804 0 6398 66 63 11242 81172 4084768 8505437 0 0 0 0 1671620 3365436 0 0 0 1934800 3070570 3606420 6436006 478348 2069431 3231096 7544477 988923 3232873 2242173 4311604 INSPIRE ITS STUDENTS, PROVIDE ADVANCED TOOLS FOR LEARNING, AND OFFER MORE CHOICES TO GIVE STUDENTS THE BEST CHANCE TO FULFILL THEIR DREAMS 0 0 5896363 6398 OPERATION OF A CALIFORNIA PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES K-12 THROUGH VARIOUS FLEXIBLE LEARNING OPTIONS, INCLUDING INDEPENDENT STUDY, ONLINE LEARNING AND HOMESCHOOLING TO STUDENTS IN SAN BERNARDINO AND NEIGHBORING COUNTIES. 5896363 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 1 1 0 0 0 0 0 0 1 0 0 0 1 20 0 1 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X CREATIVE BACK OFFICE 6197873305 1480 BROADWAY 2312 SAN DIEGO CA 92101 TADIOS BELAY CHAIR 2.00 X X 5400 0 0 KIMBERLY TUCKER SECRETARY/TREASURER 2.00 X X 5400 0 0 ELIZABETH HULSEY TRUSTEE 2.00 X X 5400 0 0 DESTINY IRONS TRUSTEE 2.00 X X 1515 0 0 SHANNON SMITH PRESIDENT 40.00 X 0 0 0 BRENDA CONGO PRINCIPAL 40.00 X 163075 0 0 VERONICA PRADO SCHOOL COUNSELOR 40.00 X 108752 0 0 KAREN RUFFNER DIRECTOR OF COMPLIANCE 40.00 X 107377 0 0 396919 0 0 3 0 1 0 LEARNING MATTERS EDUCATION GROUP 4744 W GROVERS AVE GLENDALE AZ 85308 MANAGEMENT AND CURRICULUM 1606091 SNICK LLC 29801 SANTA MARGARITA PKWAY RANCHO SANTA MARGARITA CA 92688 RENTS 108267 2 8099270 318534 8417804 STUDENT ACTIVITIES 611710 6398 6398 6398 63 63 OTHER INCOME 900099 81172 81172 81172 8505437 6398 0 81235 179198 179198 2628904 2623235 5669 212551 212122 429 344783 344087 696 221495 44299 177196 8699 8699 188451 172827 15624 168612 168612 39613 37715 1898 31081 31081 439415 351532 87883 7142 7142 9898 9898 18963 18963 28544 22835 5709 BOOKS AND SUPPLIES 1841429 1841429 CHARTER AUTHORIZER FEES 67228 67228 6436006 5896363 539643 0 1070460 2502926 156850 156913 1904661 2949568 32303 128844 180488 159508 39943 20980 26879 1785246 3231096 7544477 704499 743932 284424 694849 0 1794092 988923 3232873 X 2242173 4311604 2242173 4311604 3231096 7544477 2069431 0 X 0 1 X 0 0 X 166335 145515 20820 14153 13993 160 20980 DEPOSITS 26879 RIGHT-OF-USE ASSET 1758367 1785246 OPERATING LEASE LIABILITY 1794092 1794092 X 8505437 0 8505437 0 8505437 6436006 0 6436006 0 6436006 PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAS HAS BEEN RECORDED. 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZED ITS POLICY ON ITS WEBSITE. PURSUANT TO CALIFORNIA STATE LAW, AS A CHARTER SCHOOL, THE ORGANIZATION IS REQUIRED TO BE NON-DISCRIMANTORY AS A MATTER OF POLICY AS STATED IN ITS CHARTER PETITION. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE, THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION AS WELL AS LOCAL PROPERTY TAX REVENUE PASSED-THROUGH THE ADELANTO ELEMENTARY SCHOOL DISTRICT. ADDITIONALLY, GOVERNMENTAL AID FOR SPECIAL EDUCATION PROGRAMS ARE PASSED-THROUGH THE DESERT/MOUNTAIN CHARTER SELPA. 0 0 0 1 0 0 0 0 0 BRENDA CONGO PRINCIPAL 163075 0 0 0 0 0 0 0 0 0 163075 0 0 0 SHANNON SMITH PRESIDENT 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 5 TIM AND SHANNON SMITH, PRESIDENT AND VICE PRESIDENT OF THE ORGANIZATION, ARE THE SOLE MEMBERS OF LEARNING MATTERS EDUCATION GROUP, LLC (LMEG). THE ORGANIZATION CONTRACTS WITH LMEG FOR CURRICULUM, TECHNOLOGY, AND MANAGEMENT SERVICES. THE CONTRACT STIPULATES A CERTAIN PERCENTAGE OF TOTAL REVENUES BE PAID TO LMEG. COMPENSATION FOR TIM AND SHANNON SMITH'S SERVICES RENDERED TO THE ORGANIZATION IS RECEIVED BY LMEG. REFER TO SCHEDULE L FOR ADDITIONAL INFORMATION RELATED TO PAYMENTS TO LMEG. SHANNON SMITH PRESIDENT 1617754 PAYMENTS TO LEARNING MATTERS EDUCATION 0 SCHEDULE L, PART V, SUPPLEMENTAL INFORMATION SHANNON SMITH, PRESIDENT OF THE ORGANIZATION IS A SOLE MEMBER OF LEARNING MATTERS EDUCATION GROUP, LLC (LMEG) ALONG WITH HER SPOUSE. THE ORGANIZATION CONTRACTS WITH LMEG FOR CURRICULUM, TECHNOLOGY, AND MANAGEMENT SERVICES. DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE ORGANIZATION INCURRED THE FOLLOWING EXPENSES FOR SERVICES PROVIDED BY LMEG, THESE AMOUNTS REPRESENT 25% OF THE ORGANIZATION'S TOTAL EXPENSES:PAYMENTS FOR CORE CURRICULUM: $1,390,346PAYMENTS FOR MANAGEMENT SERVICES: $215,745PAYMENTS FOR REIMBURSEMENT COSTS: $11,663 FORM 990, PART VI, SECTION A, LINE 3 THE SCHOOL CONTRACTS WITH LEARNING MATTERS EDUCATIONAL GROUP (LMEG) FOR MANAGEMENT AND EDUCATION SERVICES AS WELL AS CURRICULUM. TIMOTHY SMITH AND SHANNON SMITH ARE COMPENSATED BY LMEG. REFER TO SCHEDULES L AND J FOR ADDITIONAL INFORMATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND THE SCHOOL'S OUTSIDE ACCOUNTING FIRM REVIEW THE 990 TAX RETURN BEFORE IT IS FILED. THE FORM 900 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICIALS REPORT APPLICABLE ECONOMIC INTERESTS ANNUALLY ON THEIR FORM 700. CONTRACTS ARE NOT ENTERED INTO WITHOUT COMPLIANCE WITH CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. TAYLION SAN DIEGO ACADEMY 100 N RANCHO SANTA FE ROAD SAN MARCOS CA 92069 463687213 EDUCATION CA 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 TAYLION SAN DIEGO ACADEMY S 500000 RECEIVABLE