2024-04-30T10:25:33-05:00 2023-06-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-07-01 460641842 Legacy Traditional Schools % INGMAR BERG LEGA 4802705438 3125 S Gilbert Road Chandler AZ 85286 Heather Jones President 4802705438 2023-10-25 true Heather Jones 999009999 NOELLE ALBERTO P01704142 9727028262 2022 2023-04-26 12:10:37Z Heather Jones 3125 S Gilbert Road Chandler AZ 85286 646911 false X LegacyTraditional.org X 2012 AZ LEGACY TRADITIONAL SCHOOLS (LTS) WAS CREATED TO PROVIDE A NETWORK OF SUPPORT PROGRAMS AND SERVICES TO TRADITIONAL CHARTER SCHOOLS, AND ITS RELATED CHARTER SCHOOLS. 5 5 199 5 0 0 1541 523 458937 642005 0 4383 0 0 460478 646911 0 0 0 0 461105 677447 0 0 0 73169 163200 534274 840647 -73796 -193736 273962 1872050 325690 2117514 -51728 -245464 X LEGACY TRADITIONAL SCHOOLS (LTS) WAS CREATED TO PROVIDE A NETWORK OF SUPPORT PROGRAMS AND SERVICES TO LEGACY TRADITIONAL CHARTER SCHOOLS (LTCS), AND ITS RELATED CHARTER SCHOOLS. false false 769080 642005 LEGACY TRADITIONAL SCHOOLS (LTS) IS A SUPPORTING ORGANIZATION AND WAS CREATED TO PROVIDE A NETWORK OF SUPPORT PROGRAMS AND SERVICES TO LEGACY TRADITIONAL CHARTER SCHOOLS (LTCS) (NOW LEGACY TRADITIONAL SCHOOL - MARICOPA, LEGACY TRADITIONAL SCHOOL - QUEEN CREEK, AND LEGACY TRADITIONAL SCHOOL - CASA GRANDE), LEGACY TRADITIONAL SCHOOL - AVONDALE, LEGACY TRADITIONAL SCHOOL - SURPRISE, LEGACY TRADITIONAL SCHOOL - CHANDLER, LEGACY TRADITIONAL SCHOOL - GILBERT, LEGACY TRADITIONAL SCHOOL - GLENDALE, LEGACY TRADITIONAL SCHOOL - LAVEEN, LEGACY TRADITIONAL SCHOOL - NORTH CHANDLER, LEGACY TRADITIONAL SCHOOL - NORTHWEST TUCSON, LEGACY TRADITIONAL SCHOOL - PEORIA, LEGACY TRADITIONAL SCHOOL - EAST MESA, LEGACY TRADITIONAL SCHOOL - GOODYEAR, LEGACY TRADITIONAL SCHOOL - WEST SURPRISE, LEGACY TRADITIONAL SCHOOL - NORTH PHOENIX, LEGACY TRADITIONAL SCHOOL - SAN TAN, LEGACY TRADITIONAL SCHOOL - DEER VALLEY, LEGACY TRADITIONAL SCHOOL - MESA, LEGACY TRADITIONAL SCHOOL - EAST TUCSON, LEGACY TRADITIONAL SCHOOL - PHOENIX, AND LEGACY TRADITIONAL SCHOOL - NORTH PHOENIX. 769080 true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 6 0 true 199 true false false false false false false false false false false false X 5 5 false true false false false false false true false false false true true true true true true false false false X INGMAR BERG 4802705438 3125 S GILBERT ROAD CHANDLER AZ 85286 X Jenni Ferrin Secretary 1.0 5.0 X X 0 0 0 James Beaudoin Director 1.0 5.0 X 0 0 0 Kathy Senseman Treasurer 1.0 5.0 X X 0 0 0 Diego Gettler Director 1.0 5.0 X 0 0 0 Heather Jones President 1.0 5.0 X X 0 0 0 0 0 0 0 false false false 0 523 523 Educational Services 611710 642005 642005 642005 4383 4383 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 646911 642005 4383 0 0 0 0 0 0 584966 539714 45252 649 599 50 45744 42205 3539 46088 42523 3565 0 0 2792 2792 0 0 0 5449 5027 422 4291 4291 80368 74151 6217 643 593 50 0 0 1081 997 84 0 0 0 0 0 0 Equipment Expense 63616 58695 4921 RECOGNITION EXPENSE 4263 3933 330 Bank Expense 697 643 54 840647 769080 71567 0 192641 0 0 484598 0 0 0 0 0 0 0 0 0 0 0 0 19001 14501 0 0 0 0 0 0 0 0 0 0 62320 1372951 273962 1872050 325669 656483 0 0 21 0 0 0 0 0 0 0 0 0 0 0 0 1461031 325690 2117514 X 0 0 0 0 -51728 -245464 -51728 -245464 273962 1872050 -193736 X false false false X X X 21 LEGACY TRADITIONAL SCHOOL - CHANDLER 300681275 2 false 0 57816 LEGACY TRADITIONAL SCHOOL - GILBERT 461849277 2 false 0 43959 LEGACY TRADITIONAL SCHOOL - LAVEEN 611678903 2 false 0 0 LEGACY TRADITIONAL SCHOOL - MESA 852579672 2 false 0 0 LEGACY TRADITIONAL SCHOOL - CASA GRANDE 472185410 2 false 0 61395 LEGACY TRADITIONAL SCHOOL - NW TUCSON 352408563 2 false 0 59844 LEGACY TRADITIONAL SCHOOL - SURPRISE 472207406 2 false 0 18181 LEGACY TRADITIONAL SCHOOL - N CHANDLER 472240777 2 false 0 1913 LEGACY TRADITIONAL SCHOOL - PEORIA 812350661 2 false 0 5244 LEGACY TRADITIONAL SCHOOL - GLENDALE 475382849 2 false 0 3195 LEGACY TRADITIONAL SCHOOL - EAST MESA 821503382 2 false 0 14506 LEGACY TRADITIONAL SCHOOL - PHOENIX 821928006 2 false 0 1182 LEGACY TRADITIONAL SCHOOL - MARICOPA 270637575 2 true 0 33952 LEGACY TRADITIONAL SCHOOL - GOODYEAR 833474101 2 false 0 15155 LEGACY TRADITIONAL SCHOOL - W SURPRISE 843327283 2 false 0 25911 LEGACY TRADITIONAL SCHOOL - DEER VALLEY 852596682 2 false 0 10242 LEGACY TRADITIONAL SCHOOL - EAST TUCSON 833592356 2 false 0 5084 LEGACY TRADITIONAL SCHOOL - AVONDALE 320339504 2 false 0 72394 LEGACY TRADITIONAL SCHOOL - QUEEN CREEK 472193028 2 false 0 17874 LEGACY TRADITIONAL SCHOOL - SAN TAN 871989039 2 false 0 14870 LEGACY TRADITIONAL SCHOOL -NORTH PHOENIX 611947479 2 false 0 167 21 0 462884 false false false false false false false false false false false false false false false true SCHEDULE A, PART IV, SECTION A, LINE 1 SUPPORTED ORGANIZATION'S LISTED ON GOVERNING DOCUMENTS: THE GOVERNING DOCUMENTS DESIGNATE ONE SUPPORTED ORGANIZATION BY NAME AND STATE THAT IT WILL SUPPORT OTHER EDUCATION ORGANIZATIONS AFFILIATED WITH THE NAMED ORGANIZATION. FOR THIS REASON, WE LIST ALL ORGANIZATIONS RELATED TO LEGACY TRADITIONAL SCHOOLS - MARICOPA THAT RECEIVE SUPPORT FROM LEGACY TRADITIONAL SCHOOLS. Due from the Obligated Group 1372951 1372951 0 DUE TO THE OBLIGATED GROUP 1461031 1461031 FORM 990, PART VI, SECTION A, LINE 8B Committee: THE ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B Review Process of 990: THE FORM 990 IS EMAILED TO EACH OF THE ORGANIZATION'S GOVERNING BOARD MEMBERS FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C Monitoring and Enforcement of Policy: EACH OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. IF ANY PERSON WHO IS A DIRECTOR OR OFFICER IS AWARE THAT THE ORGANIZATION IS ABOUT TO ENTER INTO ANY BUSINESS TRANSACTION DIRECTLY OR INDIRECTLY WITH SUCH PERSON, ANY MEMBER OF THAT PERSON'S FAMILY, OR ANY ENTITY IN WHICH THAT PERSON HAS ANY LEGAL, EQUITABLE OR FIDUCIARY INTEREST OR POSITION, SUCH PERSON SHALL (A) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF THE ORGANIZATION OF SUCH PERSON'S INTEREST OR POSITION, (B) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING ANY MATERIAL FACTS WITHIN SUCH PERSON'S KNOWLEDGE THAT BEAR ON THE advisability OF SUCH TRANSACTION FROM THE STANDPOINT OF THE ORGANIZATION, AND (C) NOT BE ENTITILED TO VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION. A COPY OF THE CONFLICT OF INTEREST POLICY WILL BE MAINTAINED IN THE CORPORATE RECORDS, AND THE BOARD WILL REVIEW THAT POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 governing documents: Some OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC THROUGH WEBSITES OF STATE GOVERNMENT AGENCIES. THE ORGANIZATION CONSIDERS SPECIFIC REQUESTS FOR ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON A CASE-BY-CASE BASIS. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF MANAGEMENT DUTIES: THE SCHOOL HAS A MANAGEMENT SERVICES AGREEMENT WITH VERTEX EDUCATION, LLC. IN ACCORDANCE WITH THE MANAGEMENT SERVICE AGREEMENT, VERTEX EDUCATION PROVIDES ASSISTANCE WITH THE OPERATIONS AND MANAGEMENT OF THE SCHOOL IN THE AREAS OF SCHOOL DEVELOPMENT, FINANCIAL SERVICES, HUMAN RESOURCES, INFORMATION SYSTEMS, FACILITIES MANAGEMENT AND FOOD SERVICES. THE SCHOOL ALSO HAS AN AGREEMENT WITH VERTEX EDUCATION FOR REIMBURSEMENTS FOR ADVERTISING, MARKETING, AND PUBLIC RELATION EXPENSES. THE SCHOOL HAS A COMMUNITY EDUCATION SERVICES AGREEMENT WITH VERTEX EDUCATION, IN WHICH VERTEX PROVIDES ASSISTANCE WITH PROGRAM OF INSTRUCTION, LICENSING, POLICIES AND PROCEDURES, TRAINING OF PROGRAM STAFF, ENROLLMENT AND REGISTRATION, BILLINGS AND COLLECTIONS, AND COMMUNICATION WITH PARENTS, RELATED TO PROGRAMS SUCH AS LKC, PRE-SCHOOL, KEEP, AND CLUBS. Legacy Traditional School - Avondale 3125 S Gilbert Road chandler AZ 85286 320339504 school AZ 501(C)(3) LINE 2 nA true LEGACY TRADITIONAL SCHOOL - CHANDLER 3125 S GILBERT RD CHANDLER AZ 85286 300681275 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - GILBERT 3125 S GILBERT RD CHANDLER AZ 85286 461849277 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - LAVEEN 3125 S GILBERT RD CHANDLER AZ 85286 611678903 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - CASA GRANDE 3125 S GILBERT RD CHANDLER AZ 85286 472185410 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - NW TUCSON 3125 S GILBERT RD CHANDLER AZ 85286 352408563 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - SURPRISE 3125 S GILBERT RD CHANDLER AZ 85286 472207406 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - N CHANDLER 3125 S GILBERT RD CHANDLER AZ 85286 472240777 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - PEORIA 3125 S GILBERT RD CHANDLER AZ 85286 812350661 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - GLENDALE 3125 S GILBERT RD CHANDLER AZ 85286 475382849 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - EAST MESA 3125 S GILBERT RD CHANDLER AZ 85286 821503382 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - PHOENIX 3125 S GILBERT RD CHANDLER AZ 85286 821928006 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - MARICOPA 3125 S GILBERT RD CHANDLER AZ 85286 270637575 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - GOODYEAR 3125 S GILBERT RD CHANDLER AZ 85286 833474101 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - W SURPRISE 3125 S GILBERT RD CHANDLER AZ 85286 843327283 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - DEER VALLEY 3125 S GILBERT RD CHANDLER AZ 85286 852596682 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - EAST TUCSON 3125 S GILBERT RD CHANDLER AZ 85286 833592356 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - MESA 3125 S GILBERT RD CHANDLER AZ 85286 852579672 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - QUEEN CREEK 3125 S GILBERT RD CHANDLER AZ 85286 472193028 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL - SAN TAN 3125 S GILBERT RD CHANDLER AZ 85286 871989039 SCHOOL AZ 501(C)(3) LINE 2 NA true LEGACY TRADITIONAL SCHOOL -NORTH PHOENix 3125 S GILBERT RD CHANDLER AZ 85286 611947479 SCHOOL AZ 501(C)(3) LINE 2 NA true false false false true true false true true false false false false false false false true true false false LEGACY TRADITIONAL SCHOOL - CASA GRANDE Q 61395 FMV LEGACY TRADITIONAL SCHOOL - CHANDLER Q 57816 FMV LEGACY TRADITIONAL SCHOOL - AVONDALE Q 72394 FMV LEGACY TRADITIONAL SCHOOL - NW TUCSON Q 59844 FMV