2026-04-21T17:05:26-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 461603037 GREAT OAKS KATHLEEN SHERRY CHARTER SCHOOL GREA 2122335152 240 BLEEKER STREET NEW YORK NY 10014 TIMBERLY WILSON EXECUTIVE DIRECTOR 2122335152 2026-04-21 1 1 SACHA RICHARDS P01378509 9143818900 2026-04-21 2024 2025-03-06 01:10:19Z TIMBERLY WILSON 240 BLEEKER STREET NEW YORK NY 10014 9850660 0 X WWW.GREATOAKSNYC.ORG X 2012 NY THE MISSION OF GREAT OAKS CHARTER SCHOOLS IS TO MOLD STUDENTS WHO WILL SHAPE THE WORLD, NOT BE DEFINED BY IT. 8 8 69 8 0 0 614888 455157 8780556 9364496 15 17 -12753 30990 9382706 9850660 0 0 0 0 5761924 5778571 0 0 0 5448143 5408578 11210067 11187149 -1827361 -1336489 47086022 45758930 48434700 48614097 -1348678 -2855167 X OUR APPROACH IS CENTERED AROUND THE DESIGN PRINCIPLES OF MASTERY, LEADERSHIP AND COMMUNITY TO FOSTER STUDENTS' ABILITY TO BE CONFIDENT, PERSIST THROUGH CHALLENGES, AND EMBRACE FAILURE AS AN OPPORTUNITY TO LEARN & GROW. GREAT OAKS - NEW YORK ALSO WORKS WITH FULL-TIME AMERICORPS FELLOWS TO PROVIDE STUDENTS WITH HIGH-DOSAGE TUTORING AND ENRICHMENT IN SMALL GROUPS. 0 0 10749425 0 9364496 EDUCATION: GO-NYC IS A PUBLIC CHARTER SCHOOL SERVING MIDDLE AND HIGH SCHOOL STUDENTS. DURING THE FISCAL YEARS 2024 - 2025, THE SCHOOL OPERATED CLASSES FOR 323 STUDENTS IN GRADES 6 THROUGH 12. 10749425 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X VANESSA CEAS 2032495605 240 BLEEKER STREET NEW YORK NY 10014 SUSAN AKSELRAD CHAIR 10.00 X X 0 0 0 DERNY FLEURIMA TREASURER 5.00 X X 0 0 0 ALYSSA ALFANO BOARD MEMBER 1.00 X 0 0 0 MICHAEL DUFFY BOARD MEMBER 1.00 X 0 0 0 KAI-YAN LEE BOARD MEMBER 1.00 X 0 0 0 BLAKE OBI BOARD MEMBER 1.00 X 0 0 0 SAMUEL ORTIZ BOARD MEMBER 1.00 X 0 0 0 IVAN RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 TIMBERLY WILSON EXECUTIVE DIRECTOR 40.00 X 203372 0 25769 TIFFANY CUNNINGHAM DIRECTOR OF OPERATIONS 40.00 X 110779 0 31235 MICHAELLA DAUPHIN HS DIRECTOR OF CURR. THRU 3/2025 40.00 X 110943 0 8863 KIMBERLY EZE HS MATH TEACHER 40.00 X 109107 0 9959 YUFEI TANG DIRECTOR OF STRATEGIC ANALYTICS 40.00 X 123558 0 14013 TROY WILSON SCHOOL PRINCIPAL 40.00 X 140753 0 14885 798512 0 104724 9 0 1 0 GREAT OAKS FOUNDATION INC 240 BLEECKER STREET NEW YORK NY 10014 MANAGEMENT FEES 708063 CEBA MAINTENANCE SERVICE CORP 1 MILLER ROAD NEW YORK NY 11735 JANITORIAL SERVICES 251881 2 315228 139929 24629 455157 GOV'T PER PUPIL REV. 611110 7924266 7924266 GOV'T PER PUPIL - FACI 611110 1440230 1440230 9364496 17 17 FELLOW HOUSING 900099 22050 22050 MISCELLANEOUS INCOME 900099 8940 8940 30990 9850660 9364496 0 31007 220620 198558 22062 4588957 4442141 146816 16494 16231 263 535647 519007 16640 416853 403248 13605 333270 333270 48650 48650 29103 29103 793378 765366 28012 51025 50944 81 94357 93427 930 209720 204300 5420 3263428 3149912 113516 18876 18876 102412 99067 3345 79313 76725 2588 CURRICULUM AND CLASSROO 185206 184762 444 REPAIRS AND MAINTENANCE 102146 98693 3453 PROFESSIONAL DEVELOPMEN 85022 82247 2775 STAFF APPRECIATION 12672 12651 21 11187149 10749425 437724 0 254234 274660 75282 150299 2224 25703 83782 28471 2469845 2334691 128643 135154 46541857 45144643 47086022 45758930 803569 683226 77184 47631131 47853687 48434700 48614097 X -1348678 -2855167 -1348678 -2855167 47086022 45758930 X -1336489 -170000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1306100 1223141 82959 818721 806821 11900 345024 304729 40295 135154 RIGHT OF USE ASSETS 45144643 45144643 OPERATING LEASE 47853687 47853687 X 10468734 618074 618074 9850660 0 9850660 11805223 618074 618074 11187149 0 11187149 PART X, LINE 2: THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2022. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 AS A PUBLIC SCHOOL, SUBJECT TO OPEN ENROLLMENT, THE CHARTER SCHOOL IS NOT SUBJECT TO THE SPECIFIC GUIDELINES SET FORTH IN REV. PROC. 75-50 AND AS MODIFIED BY REV. PROC. 2019-22. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES GRANTS FROM NEW YORK STATE, NEW YORK CITY, AND FEDERAL SOURCES. X X X 0 0 0 0 0 0 0 1 0 TIMBERLY WILSON EXECUTIVE DIRECTOR 190600 0 12500 0 272 0 4010 0 21759 0 229141 0 0 0 TROY WILSON SCHOOL PRINCIPAL 140682 0 0 0 71 0 0 0 14885 0 155638 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED A DISCRETIONARY BONUS, BASED ON PERFORMANCE, TO THE EXECUTIVE DIRECTOR AS REPORTED IN PART II, COLUMN B(II). FORM 990, PART VI, SECTION A, LINE 3 THE SCHOOL ENTERED INTO AN ACADEMIC AND BUSINESS SERVICE AGREEMENT WITH GREAT OAKS FOUNDATION, INC., (GOF) A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO HELPING START AND RUN CHARTER SCHOOLS. THE AGREEMENT PROVIDES ACADEMIC, MANAGEMENT AND OTHER ADMINISTRATIVE SUPPORT SERVICES TO GO-NYC. PURSUANT TO THE TERMS OF THE AGREEMENT, GO-NYC SHALL PAY 5% OF THE NON-COMPETITIVE PUBLIC REVENUE OF THE SCHOOL FOR THE CURRENT YEAR. ADDITIONALLY, IN 2017 THE AGREEMENT WAS AMENDED TO INCLUDE AN ADDITIONAL SERVICE FEE FROM GO-NYC FOR EACH TUTOR, STAFF, AND LEADER ASSIGNED TO GO-NYC. THE AGREEMENT IS RENEWABLE ANNUALLY. SERVICE FEES WERE $678,020 FOR THE FISCAL YEAR ENDING JUNE 30, 2025. MICHAEL DUFFY IS ONE OF THE SCHOOL'S BOARD MEMBERS AND IS THE PRESIDENT OF THE FOUNDATION'S BOARD. THE FOUNDATION DOES NOT COMPENSATE MICHAEL DUFFY TO BE ON THE BOARD OF THE SCHOOL AND HIS INVOLVEMENT WITH THE BOARD IS ON A VOLUNTEER BASIS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. ONCE THE EXECUTIVE COMMITTEE APPROVES THE FINAL DRAFT, THE 990 IS MADE AVAILABLE TO THE ENTIRE BOARD FOR THEIR REVIEW AND COMMENTS. ONCE THE BOARD ACCEPTS THE LATEST DRAFT, THE DIRECTOR OF FINANCE WILL THEN SEND IT TO THE CHIEF OPERATION OFFICER OF GREAT OAKS FOUNDATION FOR FINAL APPROVAL PRIOR TO FILING WITH THE APPROPRIATE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD EXPECTS THAT TRUSTEES, ADMINISTRATORS, FACULTY, STAFF AND OTHER EMPLOYEES OF THE SCHOOL WILL ABIDE BY THE CONFLICT OF INTEREST POLICY BY SIGNING A WRITTEN STATEMENT ANNUALLY STATING THAT 1. THEY HAVE RECEIVED A COPY OF THE POLICY, 2. HAVE READ IT AND UNDERSTAND IT, 3. THEY AGREE TO COMPLY WITH THE POLICY AND 4. AGREE TO ABIDE BY THE POLICY. THE BOARD OF TRUSTEES AFFIRMS THAT THE TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY, STAFF, AND OTHER EMPLOYEES OF THE SCHOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. THEY SHOULD AVOID PLACING THEMSELVES IN POSITIONS IN WHICH THEIR PERSONAL INTERESTS ARE, OR MAY BE, IN CONFLICT WITH THE INTERESTS OF THE SCHOOL. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. AREAS OF POTENTIAL CONFLICT OF INTEREST ARE FINANCIAL INTERESTS, INSIDE INFORMATION, CONFLICTING INTERESTS OTHER THAN FINANCIAL, AND GIFTS AND FAVORS. NO TRUSTEE WHO DIRECTLY OR INDIRECTLY IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST SHALL BE COUNTED IN DETERMINING THE EXISTENCE OF QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED, NOR SHALL THE TRUSTEE VOTE ON ANY ACTION OF THE BOARD REGARDING THAT POTENTIAL CONFLICT. THE DETAILS OF THE DISCUSSION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL WILL REVIEW COMPARABLE DATA WHICH CAN INCLUDE COMPENSATION SURVEYS AND EXECUTIVE COMPENSATION REPORTED IN THE IRS FORM 990 OF OTHER CHARTER SCHOOLS. THE BOARD OF TRUSTEES DETERMINES THE SALARIES FOR KEY EMPLOYEES (PRINCIPAL). ANY SUCH DECISIONS WILL BE CAPTURED IN THE BOARD MEETING MINUTES. ANY CHANGES TO A STAFF MEMBER'S SALARY WILL BE APPROVED BY THE PRINCIPAL IN WRITING OR ELECTRONICALLY AND MAINTAINED IN THE EMPLOYEE FILE. THE BOARD OF TRUSTEES IS PROVIDED WITH A DETAILED SUPPORTING SCHEDULE OF COMPENSATION WITH THE ANNUAL BUDGET. IF APPLICABLE, BONUS CALCULATIONS, REQUIREMENTS, AND ELIGIBILITY WILL BE APPROVED BY THE BOARD OF TRUSTEES, OUTLINED EXPLICITLY, AND RECORDED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS. THE ORGANIZATION PUBLISHES ITS POLICY ON THE STUDENT ENROLLMENT APPLICATION. FEDERAL AID AND GOOD SUBSIDES FROM GOVERNMENT AGENCIES ARE PROVIDED TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: WRITE OFF OF DUE FROM RELATED PARTY -170,000. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE AUDIT, REVIEW, OR COMPILATION OF A COMPANY'S FINANCIAL STATEMENTS AND SELECTING AN INDEPENDENT ACCOUNTANT. THIS COMMITTEE ENSURES THE ACCURACY AND INTEGRITY OF FINANCIAL REPORTING, MONITORS THE AUDIT PROCESS, AND EVALUATES THE PERFORMANCE OF EXTERNAL AUDITORS.