2024-05-15T20:26:54-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-07-01 275281234 GREAT OAKS FOUNDATION INC GREA 2122335152 200 BROADWAY 3RD FL NEW YORK NY 10038 MICHAEL DUFFY PRESIDENT 2122335152 2024-05-15 1 MICHAEL DUFFY 999009999 1 EVA MRUK P00543254 2122862600 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL DUFFY 200 BROADWAY 3RD FL NEW YORK NY 10038 8261567 0 X GREATOAKSCHARTER.ORG X 2011 NY THE GREAT OAKS FOUNDATION ENVISIONS AN AMERICA WHERE EVERY CHILD HAS THE SUPPORT OF A TUTOR TO ENABLE THEM TO REALIZE THEIR FULL HUMAN POTENTIAL. 9 9 53 11 0 0 6314012 5744092 3773156 2517475 0 0 21304 0 10108472 8261567 484669 208438 0 0 7746054 6159717 0 0 424378 2021770 2381123 10252493 8749278 -144021 -487711 2578218 3509020 1078961 2497474 1499257 1011546 X THE MISSION OF THE GO FOUNDATION IS TO PROVIDE STUDENTS WITH ACCESS TO A QUALITY EDUCATION THROUGH HIGH-DOSAGE TUTORING. WE ENVISION AN AMERICA WHERE EVERY CHILD HAS THE SUPPORT OF A TUTOR TO ENABLE THEM TO REALIZE THEIR FULL HUMAN POTENTIAL. 0 0 7490123 208438 2517475 GREAT OAKS FOUNDATION ("GO") RECRUITS, TRAINS, AND SUPPORTS A CORPS OF YOUNG ADULTS WHO ARE PLACED IN PARTNER SCHOOLS WHERE THEY INTENSIVELY TUTOR STUDENTS AS A PART OF A YEAR OF SERVICE THROUGH THE FEDERAL AMERICORPS PROGRAM. GO CALLS ITS TUTORS "FELLOWS" TO ENCOMPASS THE SEVERAL ROLES THEY PLAY TO INSTRUCT, MENTOR, AND DEVELOP THE STUDENTS WITH WHOM THEY ARE MATCHED. DURING THE 2022-2023 SCHOOL YEAR, GO PLACED OVER 150 TUTORS AT SCHOOLS IN NEW YORK, NEW JERSEY, AND CONNECTICUT, SERVING OVER 1500 STUDENTS. GO PROVIDES HOUSING TO THE TUTORS PLACED IN ITS PARTNER SCHOOLS. GO OFFERS COMMUNAL HOUSING - INCLUDING FURNITURE AND UTILITIES - IN THE NEIGHBORHOODS WHERE TUTORS ARE SERVING.GO SERVES AS A MANAGEMENT ORGANIZATION FOR A SMALL NETWORK OF CHARTER SCHOOLS. IN 2022-2023, GO PROVIDED COMPREHENSIVE BACK OFFICE SERVICES TO THESE SCHOOLS, INCLUDING FINANCE, HR, OPERATIONS, AND FACILITIES SUPPORT. 7490123 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MICHAEL DUFFY 2122335152 200 BROADWAY 3RD FL NEW YORK NY 10038 ADAM WEINSTEIN CHAIR 5.00 X X 0 0 0 SUSAN MUSTOKOFF AKSELRAD SECRETARY 5.00 X X 0 0 0 MICHAEL BROWN TREASURER 5.00 X X 0 0 0 CHARLOTTE ADJCHAVANICH DIRECTOR 1.00 X 0 0 0 GERALD ALLEN DIRECTOR 1.00 X 0 0 0 DERRICK DIGGS DIRECTOR 1.00 X 0 0 0 DAVID DREWES DIRECTOR (THRU MAR 2023) 1.00 X 0 0 0 ODD EIKEN DIRECTOR (THRU MAR 2023) 1.00 X 0 0 0 LILIANA POLO-MCKENNA DIRECTOR 1.00 X 0 0 0 PEGGY SHAUGHNESSY DIRECTOR 1.00 X 0 0 0 SUSAN STROUD DIRECTOR 1.00 X 0 0 0 ELIE BILMES CHIEF PROGRAM OFFICER 40.00 X 145080 0 23157 BENJAMIN CHAN CHIEF FINANCIAL OFFICER 40.00 X 143509 0 30125 MICHAEL DUFFY PRESIDENT 40.00 X 245705 0 27089 LAUREN PERKINS CHIEF OP- ERATING OFFICER (THRU FEB 2023) 40.00 X 138846 0 2970 JOSHUA THOMASES EXEC. VICE PRESIDENT (THRU OCT 2022) 40.00 X 167963 0 24767 HECTOR CALDERON CHIEF EQUITY OFFICER 40.00 X 132721 0 43660 VANESSA CEAS VICE PRESIDENT 40.00 X 161552 0 21670 JENNIFER PERKINS DIRECTOR OF PARTNERSHIPS 40.00 X 109393 0 47008 CHRISTINA VENABLE DIRECTOR OF PHILANTHROPY & SPECIAL INITIATIVES 40.00 X 114651 0 18081 AMIRPASHA ZANDIEH DIRECTOR OF PROGRAM IMPROVEMENT & RESEARCH 40.00 X 110597 0 14051 1470017 0 252578 11 0 1 0 GRAN KRIEGEL ASSOCIATES 219 36TH STREET STE 25 BROOKLYN NY 11232 ARCHITECTURAL SERVICES 194548 THE MUNROE AGENCY 121 SOUTH BROAD STREET STE 1900 PHILADELPHIA PA 19107 ADVERTISING SERVICES 179715 2 5226156 517936 5744092 TUTOR FEES 611430 1438950 1438950 SCHOOL MANAGEMENT 541610 898983 898983 FELLOWSHIP HOUSING 721310 179542 179542 2517475 8261567 2517475 0 0 208438 208438 894808 724893 108559 61356 4124404 3538188 333670 252546 13059 11828 548 683 648698 561231 50040 37427 478748 411685 39120 27943 2996 2996 172402 172402 529206 524419 3351 1436 95922 72893 13428 9601 140620 106006 20666 13948 66751 50731 9345 6675 18234 13858 2553 1823 122279 110051 12228 5503 5503 38585 38585 83331 63332 11666 8333 SCHOOL DEVELOPMENT 1008821 1008821 STAFF DEVELOPMENT 81196 73188 8008 MISCELLANEOUS 15277 5058 7612 2607 8749278 7490123 834777 424378 310141 427610 1226683 364787 630881 141898 113714 200000 232742 298170 2211002 155447 47257 2055555 16800 21000 2578218 3509020 432671 1630467 0 166750 0 700257 22164 0 624126 0 1078961 2497474 X 1230620 757292 268637 254254 1499257 1011546 2578218 3509020 -487711 0 X X 0 1 X 1 1 1 X 5203534 5541877 5769038 6314012 5744092 28572553 5203534 5541877 5769038 6314012 5744092 28572553 28572553 44448 91919 9922 21304 167593 28740146 16516460 0.99420 0.99390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172084 155447 16637 2038918 2038918 2055555 X 8611676 350109 350109 8261567 0 8261567 9099387 350109 350109 8749278 0 8749278 PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2020. 1 GREAT OAKS CHARTER SCHOOL BRIDGEPORT INC 275 HOWARD AVENUE BRIDGEPORT CT 06605 471159132 501( C)(3) 166750 0 SUPPORT OF HIGH-PERFORMANCE CHARTER SCHOOL GREAT OAKS CHARTER SCHOOL NEW YORK 200 BROADWAY 3RD FLOOR NEW YORK NY 10038 461603037 501( C)(3) 36688 0 SUPPORT OF HIGH-PERFORMANCE CHARTER SCHOOL 2 0 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AS FOLLOWS: 1. EACH GRANT AWARD INCLUDES A NARRATIVE FOR HOW THE FUNDS ARE TO BE SPENT. 2. A BUDGET-TO-ACTUAL TRACKING MODEL IS USED TO TRACK EACH GRANT'S EXPENDITURES TO BUDGET. 3. EACH INDIDIVDUAL EXPENDITURE IS REVIEWED BY THE DEPARTMENT MANAGER AND APPROVED BY THE GRANT MANAGER BEFORE THE INVOICE IS PAID. THE APPROVALS ARE DOCUMENTED. 4. THE APPROVAL PROCESS INCLUDES A REVIEW OF THE ELIGIBILITY OF THE EXPENDITURE AS WELL AS THE AMOUNT COMPARED TO BUDGET, FOR COMPLIANCE WITH THE GRANT. 5. APPROVED INVOICES ARE RETAINED IN THE ORGANIZATION'S FILES. X X X 0 0 0 0 0 0 0 0 0 MICHAEL DUFFY PRESIDENT 244757 0 0 0 948 0 9008 0 18081 0 272794 0 0 0 JOSHUA THOMASES EXEC. VICE PRESIDENT (THRU OCT 2022) 167611 0 0 0 352 0 3571 0 21196 0 192730 0 0 0 VANESSA CEAS VICE PRESIDENT 161457 0 0 0 95 0 0 0 21670 0 183222 0 0 0 HECTOR CALDERON CHIEF EQUITY OFFICER 132316 0 0 0 405 0 0 0 43660 0 176381 0 0 0 BENJAMIN CHAN CHIEF FINANCIAL OFFICER 142792 0 0 0 717 0 0 0 30125 0 173634 0 0 0 ELIE BILMES CHIEF PROGRAM OFFICER 145007 0 0 0 73 0 5030 0 18127 0 168237 0 0 0 JENNIFER PERKINS DIRECTOR OF PARTNERSHIPS 109318 0 0 0 75 0 5029 0 41979 0 156401 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND IS THEN PROVIDED ELECTRONICALLY TO THE BOARD OF DIRECTORS. EACH MEMBER OF THE FINANCE COMMITTEE CONDUCTS A THOROUGH INDEPENDENT REVIEW OF THE FORM 990 AND DIRECTS QUESTIONS TO THE CHIEF FINANCIAL OFFICER. ALL MEMBERS HAVE AN OPPORTUNITY TO RAISE QUESTIONS OR OFFER COMMENTS. ALL QUESTIONS AND COMMENTS ARE ADDRESSED AND A COMPLETE COPY IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS THE BOARD OF DIRECTORS AND THE ORGANIZATION'S SENIOR STAFF. SUCH PERSONS MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD. THE BOARD DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS, AND REVIEWS CONFLICTS ONCE DETERMINED. THE PERSON WITH THE POTENTIAL CONFLICT IS RECUSED FROM THE BOARD'S CONSIDERATION OF THE TRANSACTION UNLESS THE BOARD SPECIFICALLY REQUESTS HIS/HER PRESENCE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE USES COMPARABLE SALARIES OF SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS TO ASSIST IN THEIR DECISION MAKING. THE DELIBERATIONS AND DECISION ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS LAST OCCURRED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.