2025-03-31T15:32:04-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 200962395 ALTERNATIVE SCHOOLS INC ALTE 8187160771 5975 SHOUP AVE WOODLAND HILLS CA 91367 JOSEPH HERZOG EXECUTIVE DIRECTOR 8187160771 2025-03-28 1 1 MEI-LI HUANG P02383735 6268577300 2025-03-28 2023 2025-03-06 01:10:19Z IVY ACADEMIA JOSEPH HERZOG 5975 SHOUP AVE WOODLAND HILLS CA 91367 7493653 0 X WWW.IATK12.ORG X 2004 CA A CHARTER SCHOOL HELPING EACH CHILD REACH HIS/HER FULLEST POTENTIAL. 5 5 69 5 0 0 9130380 7261065 0 0 0 152038 72148 80550 9202528 7493653 0 0 0 0 4772741 3698520 0 0 0 4381551 4397734 9154292 8096254 48236 -602601 34707222 34648243 29855343 30398965 4851879 4249278 TO HELP EACH CHILD REACH HIS/HER FULL POTENTIAL BY CULTIVATING AN ACTIVE VILLAGE OF PARENTS, COMMUNITY MEMBERS, AND STAKEHOLDERS INVOLVED IN PROVIDING AN INDIVIDUAL, PERSONAL, AND CONCEPTUAL LEARNING ENVIRONMENT FOR EACH STUDENT. 0 0 7030553 0 0 OPERATES A PUBLIC CHARTER SCHOOL WITHIN THE LOS ANGELES UNIFIED SCHOOL DISTRICT. THE SCHOOL SERVED APPROXIMATELY 520 STUDENTS IN THE 2023-2024 YEAR. 7030553 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 1 1 1 0 0 1 16 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JOSEPH HERZOG 8889942762 40925 COUNTY CENTER DRIVE TEMECULA CA 92591 WYATT TRUSCHEIT CFO 1.50 0.00 X X 0 0 0 TYLER HISHMEN BOARD CHAIRPERSON 1.50 0.00 X X 0 0 0 STEVE HOCHMAN VICE CHAIRPERSON & SECRETARY 1.50 0.00 X X 0 0 0 DENNIS ZINE DIRECTOR 1.50 0.00 X 0 0 0 FARBOOD MAJD DIRECTOR 1.50 0.00 X 0 0 0 JOSEPH HERZOG EXECUTIVE DIRECTOR 40.00 1.00 X 169635 0 68056 VICKORY STEINMAN DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 134638 0 39503 304273 0 107559 2 0 1 0 TREEPUBLIC INC 3521 JACK NORTHROP AVE HAWTHORNE CA 90250 SOLAR INSTALLATION 302448 CROSS COUNTRY EDUCATION PO BOX 743425 LOS ANGELES CA 90074 EDUCATIONAL CONSULTANT 216791 WEST VALLEY FAMILY YMCA 11336 CORBIN AVE POTER RANCH CA 91326 EDUCATIONAL CONSULTANT 186138 CHARTER SCHOOL MANAGEMENT CORPORATION 43460 RIDGE PARK DRIVE STE 100 TEMECULA CA 92590 BACKOFFICE - FINANCIAL SERVICES 182917 4 7261065 7261065 152038 152038 2444 0 2444 2444 2444 INSURANCE/LEGAL CLAIMS 900099 45120 45120 REFUND 900099 23070 23070 OTHER REVENUE 900099 9916 9916 78106 7493653 0 0 232588 X 256232 233171 23061 2408948 2126702 282246 563928 563928 375932 355150 20782 93480 87376 6104 225489 47 225442 66668 66668 1427441 1380782 46659 69938 69938 396347 357397 38950 272649 126070 146579 8898 7830 1068 1004720 1004720 401526 317206 84320 202117 177863 24254 INSTRUCTIONAL MATERIALS 227134 213068 14066 DISTRICT OVERSIGHT FEES 48933 43061 5872 OTHER EXPENSES 45874 36182 9692 8096254 7030553 1065701 0 7184496 7439365 1135113 856016 70576 90494 28475744 2350960 26109552 26124784 207485 137584 34707222 34648243 550790 1516246 1610740 1581627 27474677 27158692 22079 13532 197057 128868 29855343 30398965 X 4832031 4229430 19848 19848 4851879 4249278 34707222 34648243 -602601 0 X X 0 1 X 1 1 1 X 16000000 16000000 11090812 1272336 9818476 1133123 1078624 54499 251809 251809 26124784 LEASE LIABILITY 128868 128868 X 7493653 0 7493653 0 7493653 8096254 0 8096254 0 8096254 PART X, LINE 2: THE ACADEMY IS A COMPONENT OF ALTERNATIVE SCHOOLS, INC., A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C) 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. ALTERNATIVE SCHOOLS, INC. IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. ALTERNATIVE SCHOOLS, INC. FILES EXEMPT RETURNS AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE US 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 SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS. SCHEDULE E, PART I, LINE 4 NO RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE AWARDED ARE MAINTAINED AS THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 IVY ACADEMIA IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X 0 0 0 0 0 0 0 0 0 JOSEPH HERZOG EXECUTIVE DIRECTOR 169635 0 0 0 0 0 34400 0 33656 0 237691 0 0 0 VICKORY STEINMAN DEPUTY EXECUTIVE DIRECTOR 134638 0 0 0 0 0 25937 0 13566 0 174141 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. 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 THE EXECUTIVE DIRECTOR WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON SUCH AS EMPLOYEES, OFFICERS, AND BOARD MEMBERS, WHO ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIALS AT ALTERNATIVE SCHOOLS, INC. INVOLVES SEVERAL KEY STEPS. THE COMPENSATION IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH THE ORGANIZATION, ENSURING IMPARTIALITY. SECOND, COMPARABILITY DATA IS USED TO DETERMINE THE COMPENSATION, COMPARING IT WITH SIMILAR POSITIONS IN OTHER ORGANIZATIONS TO ENSURE IT IS COMPETITIVE AND FAIR. FINALLY, THE DECISION-MAKING PROCESS IS DOCUMENTED, INCLUDING THE TERMS OF THE COMPENSATION AND THE BASIS FOR DETERMINING IT, TO ENSURE TRANSPARENCY AND ACCOUNTABILITY. THE BOARD PERFORMED A COMPENSATION STUDY REGARDING THE COMPENSATION AMOUNTS FOR OFFICER SALARIES PER RECENT IRS REQUIREMENTS. BY WAY OF MEMO TO THE BOARD, LEGAL COUNSEL REVIEWED TRANSPARENT CALIFORNIA AND SHARED THE WEBSITE FOR FURTHER INFORMATION AS WELL AS THE WEBSITE FOUNDATION CENTER, WHICH HAS THE FORM 990S. THE BOARD UNDERSTANDS THAT THESE DATA SOURCES AREN'T COMPLETELY UP TO DATE BUT WAS USEFUL ALONG WITH GETTING RECENT COMPENSATION INFORMATION FROM LOCAL SCHOOLS DIRECTLY, AND FROM THE BACK OFFICE SERVICE PROVIDER. THE BOARD FOLLOWED COUNCIL'S ADVICE TO MAINTAIN A GOOD FAITH BASIS SUCH THAT IT HAS COMPLETED ITS DUE DILIGENCE CONCERNING REVIEW OF COMPARABLE COMPENSATION DATA. COMPENSATION IS DISCUSSED AND DOCUMENTED CONCURRENTLY AND CAN BE SEEN IN THE BOARD AGENDA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 MEMBERS OF THE PUBLIC ARE PROVIDED ACCESS TO THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS UPON SUBMITTING A PUBLIC RECORDS REQUEST. FORM 990, PART IX, LINE 11G EDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 953,668. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 953,668. FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 149,600. MANAGEMENT AND GENERAL EXPENSES 20,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,000. PROFESSIONAL CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 196,982. MANAGEMENT AND GENERAL EXPENSES 26,138. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 223,120. FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 80,532. MANAGEMENT AND GENERAL EXPENSES 121. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,653. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ALTERNATIVE SCHOOLS FOUNDATION 7353 VALLEY CIRCLE BLVD WEST HILLS CA 91304 203641409 CHARITABLE CA 501(C)(3) LINE 7 ALTERNATIVE SCHOOL INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 ALTERNATIVE SCHOOLS FOUNDATION K 1350856