2024-07-15T12:25:30-05:00 2023-08-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2022-09-01 952773236 THE INSTITUTE OF EFFECTIVE EDUCATION INST 6192431325 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 HILLARY WHITESIDE EXECUTIVE DIRECTOR 6192431325 2024-07-12 1 HILLARY WHITESIDE 999009999 0 DAVID BROWNSTEIN P02510877 9494506200 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z HILLARY WHITESIDE 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 14244675 0 X HTTPS://WWW.TIEE.ORG/ X 1972 CA TO PROVIDE PROGRAMS FOR CHILDREN AND ADOLESCENTS WITH LEARNING DISABILITIES. 6 5 240 25 0 0 1255 6835 13081226 13959964 488755 277876 0 0 13571236 14244675 181000 235350 0 0 9782299 10865716 0 0 0 3253070 3381268 13216369 14482334 354867 -237659 28974081 32533388 717066 3946163 28257015 28587225 TO PROVIDE PROGRAMS FOR CHILDREN AND ADOLESCENTS WITH LEARNINGDISABILITIES INCLUDING SMALL SOCIALIZATION GROUPS FOR YOUNG ADULTS. 0 0 13226699 235350 13959964 EDUCATION OF LEARNING DISABLED. 13226699 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 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 240 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JEREMY ATKINSON 6192431393 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 HILLARY WHITESIDE EXECUTIVE DIRECTOR 40.00 X X 202667 0 9126 KING GOLDEN DIRECTOR 1.00 X 0 0 0 JOSE LUIS ALVARADO DIRECTOR 1.00 X 0 0 0 SANDRA DALEY DIRECTOR 1.00 X 0 0 0 JONATHAN SIEGEL DIRECTOR 1.00 X 0 0 0 KATHARINE WARDLE DIRECTOR 1.00 X 0 0 0 CARMEN AVILA-BOMAR OT 40.00 X 105333 0 1306 SHERYL BOBROFF SCHOOL DIRECTOR 40.00 X 101688 0 8889 MICHAEL COLLINS SCHOOL DIRECTOR 40.00 X 100333 0 1717 PATRICIA ELAINE DART DIRECTOR OF HUMAN RESOURCES 40.00 X 107878 0 1000 THOMAS REASONER DIRECTOR OF OPERATIONS 40.00 X 104501 0 7172 ALICIA RITTER SCHOOL DIRECTOR 40.00 X 120590 0 7751 JENNIFER SWOPE SCHOOL DIRECTOR 40.00 X 119676 0 1792 962666 0 38753 8 0 1 0 0 6835 6835 INSTRUCTION INCOME AND FEE 611600 13496589 13496589 EXTRA-CURRICULAR INCOME 611600 390563 390563 MISC. PROGRAM INCOME 611600 72812 72812 13959964 277876 277876 14244675 13959964 0 277876 235350 235350 221306 199666 21640 9188233 8269410 918823 140327 125804 14523 626046 563441 62605 689804 620824 68980 127176 120817 6359 958168 910260 47908 32701 31066 1635 627603 596223 31380 157662 149779 7883 INSTRUCTIONAL SUPPLIES 342753 325615 17138 MAINTENANCE AND REPAIRS 312087 296483 15604 UTILITIES 295731 280944 14787 PERSONNEL AND TRAINING 168718 160282 8436 358669 340735 17934 14482334 13226699 1255635 0 4190111 3918681 1031545 1317677 160533 23982319 9525256 14524784 14457063 9049254 9840191 178387 2839243 28974081 32533388 128918 358459 527568 628572 60580 2959132 717066 3946163 X 28257015 28587225 28257015 28587225 28974081 32533388 -237659 567869 0 X 0 1 X 1 0 X 3085580 3085580 6631542 4316075 2315467 12219695 4139943 8079752 1822750 875879 946871 222752 193359 29393 14457063 RIGHT-OF-USE ASSETS, OPERATING LEASE 2839243 2839243 DUE TO PARENT - TEACHER GROUP 59476 OPERATING LEASE LIABILITIES, NET OF CURRENT PORTION 2373693 OPERATING LEASE LIABILITIES, CURRENT PORTION 525963 2959132 X 14577194 567869 567869 14009325 235350 235350 14244675 14246984 0 14246984 235350 235350 14482334 PART X, LINE 2: TIEE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM STATE INCOME TAXES UNDER THE COMPARABLE STATE TAX CODE, AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. AS A MATTER OF COURSE, VARIOUS TAXING AUTHORITIES, INCLUDING THE INTERNAL REVENUE SERVICE, HAVE THE AUTHORITY TO REGULARLY AUDIT TIEE. THERE WERE NO TAX YEARS OPEN TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF AUGUST 31, 2023. TIEE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDED (OR REFLECT) ANY UNCERTAIN TAX POSITIONS. FURTHER, THERE ARE NO INCOME TAX PENALTIES OR INTEREST INCLUDED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: VALUE OF SCHOLARSHIPS GRANTED 235,350. PART XII, LINE 4B - OTHER ADJUSTMENTS: VALUE OF SCHOLARSHIPS GRANTED 235,350. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S WEBSITE, WWW.MTHELIXACADEMY.ORG, IS ITS MAIN MEANS OF COMMUNICATION WITH THE COMMUNITY. ON IT, THE ORGANIZATION MAKES STATEMENTS SUCH AS, "OUR SCHOOL WELCOMES AND VALUES STUDENTS OF DISCERNING FAMILIES THAT REPRESENT A VARIETY OF ETHNIC, CULTURAL, AND ECONOMIC BACKGROUNDS." IN ADDITION, ALL THE IMAGES DISPLAYED ON THE WEBSITE ARE OF STUDENTS AND ACTIVITIES ACTUALLY OCCURRING AT THE SCHOOL. THEY CLEARLY SHOW THE RACIAL AND ETHNIC DIVERSITY OF THE SCHOOL. 0 FINANCIAL AID FOR TUITION 67 235350 FINANCIAL AID FOR TUITION AT MT. HELIX ACADEMY. 0 0 0 0 0 0 0 0 0 HILLARY WHITESIDE EXECUTIVE DIRECTOR 202667 0 0 0 0 0 3167 0 5959 0 211793 0 0 0 REBECCA SIEGEL DAUGHTER OF JONATHAN SIEGEL, BOARD MEMBER 30870 W-2 WAGES 0 BARBARA LOUNSBURY WIFE OF JONATHAN SIEGEL, BOARD MEMBER 47750 W-2 WAGES 0 KATHARINE WARDLE BOARD MEMBER 15000 ACCOUNTING CONSULTING SERVICES DURING ABSENCE OF CONTROLLER 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 PREPARED BY THE INDEPENDENT CPA SHALL BE PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY SHALL BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. ANY POTENTIAL CONFLICTS OF INTEREST OR CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL INTERESTED PARTIES. SHALL BE COMMUNICATED IMMEDIATELY TO ALL INTERESTED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS TO ENSURE SALARIES ARE JUST AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS SHALL BE AVAILABLE FOR PUBLIC INSPECTION AT THE CORPORATION'S PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS.