2025-05-23T16:07:26-05:00 2024-06-30 910189318 MOSS ADAMS LLP 225 S LAKE AVE SUITE 900 PASADENA CA 91101 990 2023-07-01 273946421 PATHWAYS MANAGEMENT GROUP INC PATH 6266833500 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 JOHN HALL PRESIDENT 6266833500 2025-05-21 1 1 LAUREN A HAVERLOCK P00545829 3104770450 2023 2025-03-06 01:10:19Z JOHN HALL 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 6899358 0 X N/A X 2010 CA MANAGEMENT OF CHARTER SCHOOLS 2 2 34 0 0 0 876173 14275 5454922 6031585 301527 853498 0 0 6632622 6899358 0 29958 0 0 2482871 2358906 0 0 0 3145072 3572320 5627943 5961184 1004679 938174 26584577 28289678 1121688 1703814 25462889 26585864 THE ORGANIZATION MANAGES THE AFFILIATED ENTITIES' FACILITIES INCLUDING A GROUP OF CHARTER SCHOOLS AND PROVIDES THE EDUCATIONAL PROGRAMMING FOR INDEPENDENT STUDY-BASED INSTRUCTION. 0 0 5399619 29958 6031585 THE ORGANIZATION MANAGES THE AFFILIATED ENTITIES' FACILITIES INCLUDING A GROUP OF CHARTER SCHOOLS AND PROVIDES THE EDUCATIONAL PROGRAMMING FOR INDEPENDENT STUDY-BASED INSTRUCTION. PROGRAM FINANCING TO MANAGE ORGANIZATIONS 5399619 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 9 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOHN HALL 6266859300 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 X KRISTI DUENAS ASSOCIATE SUPERINTENDENT 40.00 0.00 X 192087 0 33161 HEATHER CLARK CHIEF STUDENT EXPERIENCE OFFICER 40.00 0.00 X 160833 0 9521 GREGORY MARRERO DIRECTOR OF OPERATIONS AND IMPLEMENTATION 40.00 0.00 X 155515 0 12108 MOLLY SIRCHER SENIOR DIRECTOR OF EDUCATIONAL SERVICES 40.00 0.00 X 142891 0 17927 KELLIE SMITH DIRECTOR OF EXPERIENTIAL LEARNING 40.00 0.00 X 127999 0 11528 JOHN HALL PRESIDENT 2.00 30.00 X 0 0 0 JOAN HALL VICE PRESIDENT 2.00 30.00 X 0 0 0 JOHN HALL JR TREASURER 2.00 30.00 X 0 0 0 JAMIE DONAHUE SECRETARY 2.00 30.00 X 0 0 0 DR STUART GOTHOLD BOARD MEMBER 0.50 0.00 X 0 0 0 LAURA THOMAS BOARD MEMBER 0.50 0.00 X 0 0 0 779325 0 84245 5 0 1 0 9 DOT EDUCATION SOLUTIONS 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 SERVICE FEES 4420157 EDUCATION DYNAMICS INC 320 NORTH HALSTEAD ST SUITE 210 PASADENA CA 91107 SERVICE FEES 211193 2 14275 14275 MANAGEMENT SERVICES 611710 6031585 6031585 6031585 853498 853498 6899358 6031585 0 853498 X 29958 29958 1969119 1772207 196912 20981 18883 2098 212739 191465 21274 156067 140460 15607 3089878 3049149 40729 98 98 2320 2320 90823 90823 78849 78849 66052 66052 G&A EXPENSES 171389 171389 DUES & SUBSCRIPTIONS 31165 31165 MAINTENANCE & REPAIRS 9296 195 9101 TAX EXPENSE 7140 7140 25310 25310 5961184 5399619 561565 0 7693631 1645883 1142736 829958 2178152 1540400 12455 60388 773350 773350 0 0 15425081 21986314 132522 2226735 26584577 28289678 1003241 1642702 118447 61112 1121688 1703814 X 25462889 26585864 25462889 26585864 26584577 28289678 938174 236062 -51261 0 X 0 1 X 1 0 X X 4 PATHWAYS IN EDUCATION - ARIZONA 474306981 2 0 0 0 PATHWAYS IN EDUCATION - ILLINOIS 203681896 2 0 0 0 PATHWAYS IN EDUCATION - NAMPA 814963154 2 0 0 0 PATHWAYS IN EDUCATION INC 020541020 2 0 0 0 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 1: SUPPORTED ORGANIZATIONS ARE NONPROFIT CHARTER SCHOOLS IDENTIFIED BY CLASS AND PURPOSE IN THE ORGANIZATION'S ARTICLES OF INCORPORATION. THE TYPE OF SERVICES PROVIDED INCLUDE SERVICES THAT WOULD HAVE TO BE PERFORMED BY THE CHARTER SCHOOLS IF THEY WERE NOT PERFORMED BY THE SUPPORTING ORGANIZATION. THROUGH THE USE OF THE SUPPORTING ORGANIZATION, SERVICES ARE CENTRALIZED AND PROVIDE ECONOMIES OF SCALE AS HAS BEEN THE HISTORIC MODE OF OPERATION AND MODEL OF SUCCESS OF NONPROFIT CHARTER SCHOOL EDUCATION. PART IV, SECTION D, LINE 3: THROUGH PRESENTATION AT REGULARLY AND CONTINIUOUSLY HELD MANAGEMENT, PLANNING, AND BOARD MEETINGS AND PURSUANT TO WRITTEN AGREEMENT, SUPPORTED ORGANIZATIONS RETAIN OVERSIGHT BY REQUIRING THE SUPPORTING ORGANIZATION TO PROVIDE TO THE GOVERNING BOARDS INFORMATION SUFFICENT TO ENABLE THE SUPPORTED ORGANIZATIONS TO MONITOR THE SUFFICIENCY OF SERVICES PROVIDED. PART IV, SECTION E, LINE 2A: THE ORGANIZATION PROVIDES ESSENTIAL SERVICES TO EDUCATIONAL ORGANIZATIONS ALLOWING THEM TO CARRY OUT AND FURTHER THEIR EXEMPT EDUCATIONAL PURPOSE. THESE ACTIVITIES ARE REGULARLY MONITORED BY MANAGEMENT AND THE GOVERNING BODY. SEE SECTION D FOR RESPONSIVENESS. PART IV, SECTION E, LINE 2B: THE ORGANIZATION MANAGES NUMEROUS AFFILIATED ENTITIES AND CHARTER SCHOOLS. THE ORGANIZATION MANAGES THE SUPPORTED ORGANIZATIONS' FACILITIES AND PROVIDES THE EDUCATIONAL PROGRAMMING FOR INDEPENDENT STUDY-BASED INSTRUCTION, ACTIVITIES WHICH THE SUPPORTED ORGANIZATION WOULD HAVE TO ENGAGE IN BUT FOR THE ORGANIZATION'S INVOLVEMENT. 773350 773350 0 0 INVESTMENTS 21986314 C 21986314 DEPOSITS 3186 RIGHT OF USE ASSETS 59326 DUE FROM AFFILIATES 2144732 SUSPENSE 19491 2226735 ST LEASE LIABILITY - OPERATING 61112 61112 7135420 236062 236062 6899358 0 6899358 5961184 0 5961184 0 5961184 0 SCHOLARSHIPS 5 29958 X X 0 0 0 0 0 0 0 0 0 KRISTI DUENAS ASSOCIATE SUPERINTENDENT 169707 0 22380 0 0 0 3111 0 30050 0 225248 0 0 0 HEATHER CLARK CHIEF STUDENT EXPERIENCE OFFICER 114578 0 46255 0 0 0 4094 0 5427 0 170354 0 0 0 GREGORY MARRERO DIRECTOR OF OPERATIONS AND IMPLEMENT 138215 0 17300 0 0 0 3937 0 8171 0 167623 0 0 0 MOLLY SIRCHER SENIOR DIRECTOR OF EDUCATIONAL SERVI 126141 0 16750 0 0 0 3659 0 14268 0 160818 0 0 0 EAGLE EYE TITLE HOLDINGS CORPORATION SHARED OFFICERS 89927 OCCUPANCY 0 ALLTECH ENTERPRISES LLC SHARED OFFICERS 37068 IT/HARDWARE SERVICES 0 9DOT EDUCATION SOLUTIONS SHARED OFFICERS 4420157 HUMAN RESOURCES / STAFFING SERVICES 0 EDUCATION DYNAMICS INC SHARED OFFICERS 211193 COMPUTER CONSULTING AND NETWORK MAINTENANCE SERVICES 0 SCH L, PART IV, BUSINESS TRANSACTION INVOLING INTERESTED PERSONS PMG RECEIVES COMPUTER CONSULTING AND NETWORK MAINTENANCE SERVICES FROM EDUCATION DYNAMICS, INC. AND ITS SUBSIDIARY; AND RECEIVES HUMAN RESOURCES/STAFFING SERVICES FROM 9 DOT EDUCATION SOLUTIONS, LLC, A SUBSIDIARY OF EMS III; RECEIVES PROPERTY MANAGEMENT SERVICES FROM EAGLE EYE TITLE HOLDING CORPORATION, A SUBSIDIARY OF HAWKEYE PROPERTIES INC. FORM 990, PART VI, SECTION A, LINE 2 JOHN HALL, PRESIDENT, JOAN HALL, VICE PRESIDENT, JOHN HALL, JR., TREASURER, AND JAMIE DONAHUE, SECRETARY HAVE A FAMILY AND BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY TAX PROFESSIONALS BASED ON INFORMATION PROVIDED BY MANAGEMENT AND FORWARDED TO MANAGEMENT. MANAGEMENT REVIEWS AND SENDS QUESTIONS AND COMMENTS BACK TO THE TAX PREPARER FOR DISCUSSION AND CLARIFICATION. AFTER ANY NEEDED REVISIONS ARE MADE, THE FINAL FORM 990 IS DISTRIBUTED TO THE DIRECTORS. EACH DIRECTOR THEN GIVES WRITTEN CONSENT APPROVING THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES A WRITTEN CONFLICT OF INTEREST POLICY TO THE BOARD OF DIRECTORS AND OFFICERS. NO DIRECTOR OR BOARD OF DIRECTORS SHALL VOTE ON ANY MATTER OR TRANSACTION CONCERNING OR WITH ANY INDIVIDUAL, ENTITY OR MATTER WITH SUCH DIRECTOR HAS, OR HAD, ANY SUBSTANTIAL OWNERSHIP, EMPLOYMENT, FIDUCIARY CONTRACTUAL OR CREDITOR RELATIONSHIP. EACH DIRECTOR SHALL DISCLOSE IN WRITING ALL CONFLICTS TO THE BOARD OF DIRECTORS PRIOR TO THE DISCUSSION BY THE BOARD OF DIRECTORS AND SHALL DRAW TO THE ATTENTION OF THE BOARD OF DIRECTORS SUCH CONFLICT AT ANY SUBSEQUENT MEETINGS AT WHICH SUCH MATTER OR TRANSACTION IS DISCUSSED. FOLLOWING SUCH DISCLOSURE, A DIRECTOR SHALL BE ENTITLED TO TAKE PART IN THE DISCUSSIONS OF THE BOARD OF DIRECTORS CONCERNING SUCH MATTER AND SHALL BE CONSIDERED IN DETERMINING WHETHER A QUORUM IS PRESENT. THE QUESTION OF WHETHER A CONFLICT EXISTS SHALL, IN THE ABSENCE OF CERTAINTY, BE DETERMINED BY THE VOTE OF A MAJORITY OF DISINTERESTED DIRECTORS PRESENT AT THE MEETING CALLED FOR THE PURPOSE OF DISCUSSING THE TRANSACTION NOR MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 DIRECTORS SHALL NOT RECEIVE COMPENSATION FOR THE SERVICES, BUT THEY MAY BE REIMBURSED REASONABLE EXPENSES IN CONNECTION WITH THEIR SERVICES AS DIRECTORS. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD BASED IN PART ON COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND RECENT FEDERAL INCOME TAX RETURNS ARE MADE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S PRINCIPAL OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 179,717. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 179,717. SERVICE FEES: PROGRAM SERVICE EXPENSES 2,869,432. MANAGEMENT AND GENERAL EXPENSES 40,729. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,910,161. 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