2025-11-14T20:58:27-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-01-01 843907778 DAY 1 ACADEMIES DAY1 8443023540 3040 78TH AVE SE 1042 MERCER ISLAND WA 980409998 MIGUEL ROQUE PRESIDENT 8443023540 2025-11-08 1 1 EMINA O CRESSWELL P01217304 2063026500 2025-11-08 2024 2025-03-06 01:10:19Z BEZOS ACADEMY MIGUEL ROQUE 3040 78TH AVE SE 1042 MERCER ISLAND WA 980409998 241995027 0 X WWW.BEZOSACADEMY.ORG X 2019 DE SEE SCHEDULE O. 3 1 696 43 0 0 60000031 120571162 0 0 5232901 1423827 0 0 65232932 121994989 0 0 0 0 53228920 72372729 0 0 0 20546678 25965739 73775598 98338468 -8542666 23656521 100632052 125512781 5772242 6994409 94859810 118518372 X SEE SCHEDULE O. 0 0 76243410 IN 2024, DAY 1 ACADEMIES OPERATED TWENTY-FIVE SCHOOLS WITH CAPACITY FOR 1,620 STUDENTS. ALSO IN 2024, DAY 1 ACADEMIES CONTINUED CONSTRUCTION AND DEVELOPMENT OF 17 NEW SHOOLS FOR FUTURE PLANNED OPENINGS. DAY 1 ACADEMIES ALSO TRAINED TEACHERS AND DEVELOPED EDUCATIONAL SOFTWARE, TECHNOLOGY, AND ASSESSMENTS FOR INTERNAL USE. 76243410 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 74 0 1 696 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X IGNACIO MARTINEZ 2062407762 3040 78TH AVE SE 1042 MERCER ISLAND WA 980409998 MICHAEL GEORGE PRESIDENT (THRU 10/24), CHAIRMAN 40.00 X X 656888 0 34720 MIGUEL ROQUE COO/CTO (THRU 10/24), PRESIDENT 40.00 X X 543160 0 46985 JEFFREY BEZOS DIRECTOR 1.00 X 0 0 0 WILLIAM WEINER CHIEF LEGAL OFFICER, GC, SECRETARY 40.00 X 380081 0 38053 SEAN COURY CHIEF FINANCE OFFICER, TREASURER 40.00 X 362688 0 46985 MICHAEL ABELLO CHIEF EDUCATION OFFICER, VP 40.00 X 411399 0 49486 ROBERT JOHNSON CHIEF EQUITY OFFICER (THRU 8/24) 40.00 X 391687 0 31364 JAMMIE HAMMELL-JAMES CHIEF PEOPLE OFFICER 40.00 X 343997 0 36753 KATHLEEN FORD CHIEF MARKETING & COMM. OFFICER 40.00 X 326850 0 36226 TRACIE BROWN SENIOR DIRECTOR, NTL. SCHOOL NETWORK 40.00 X 296733 0 35587 ELIZABETH SWANBY SENIOR DIRECTOR, OPERATIONS 40.00 X 353926 0 48459 ARON TREMBLE SENIOR DIRECTOR, PRODUCT MANAGEMENT 40.00 X 326714 0 46360 OLIVER MAK DIRECTOR ENGINEERING 40.00 X 329332 0 34100 ANITA CASSITY DIRECTOR, PRODUCT (MRT & ASSESSMENT) 40.00 X 293797 0 47741 SABEN EMMONS SENIOR DIRECTOR TECHNOLOGY 40.00 X 306881 0 21482 5324133 0 554301 171 0 1 0 CONSTRUCTION ONE INC 101 EAST TOWN STREET SUITE 401 COLUMBUS OH 43215 GENERAL CONTRACTOR SERVICES 2418091 KBE BUILDING CORPORATION 76 BATTERSON PARK ROAD FARMINGTON CT 06032 GENERAL CONTRACTOR SERVICES 1510246 RUBICON CONSTRUCTION LLC PO BOX 1583 WOODINVILLE WA 98072 GENERAL CONTRACTOR SERVICES 1298952 KORSMO CONSTRUCTION 1940 E D STREET SUITE 200 TACOMA WA 98421 GENERAL CONTRACTOR SERVICES 1248791 BASSETTI ARCHITECTS 71 COLUMBIA STREET SUITE 500 SEATTLE WA 98104 GENERAL CONTRACTOR SERVICES 1059911 25 571124 120000038 120000038 120571162 4445837 4445837 116978028 120000038 -3022010 -3022010 -3022010 121994989 0 0 1423827 4069646 2150044 1919602 52228622 43135953 9092669 1648813 1279973 368840 10004682 8761605 1243077 4420966 3649416 771550 255181 2261 252920 52372 52372 3112090 1112729 1999361 889526 204703 684823 276197 276197 3048550 488133 2560417 3570963 3101869 469094 2160078 1474978 685100 1056879 658723 398156 1216162 772577 443585 527625 286492 241133 CLASSROOM MATERIALS 4607893 4607893 SCHOOL SUPPORT COSTS 3934117 3934117 EQUIPMENT 1052885 474574 578311 TAXES AND LICENSING 24766 23811 955 180455 123559 56896 98338468 76243410 22095058 0 3450942 4113491 70043842 82989679 0 28999 2836677 2685969 7302864 2366421 3521724 4936443 20778867 30758200 100632052 125512781 5495528 5008870 276714 1985539 5772242 6994409 X 94859810 118518372 94859810 118518372 100632052 125512781 23656521 2041 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4705696 1744106 2961590 2597168 622315 1974853 4936443 RIGHT OF USE ASSET 29537838 LEASE OF FACILITY 131994 SECURITY DEPOSITS 22824 CLASSROOM SUPPLIES 1065544 30758200 LEASE LIABILITY 1985539 1985539 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 DAY 1 ACADEMIES DISPLAYS A NOTICE OF ITS NONDISCRIMINATION POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE, WWW.BEZOSACADEMY.ORG. DAY 1 ACADEMIES ALSO INCLUDES A REFERENCE TO ITS NONDISCRIMINATION POLICY IN BROCHURES, POSTERS, AND ADVERTISING THAT IT USES AS A MEANS OF INFORMING PROSPECTIVE FAMILIES OF ITS EDUCATIONAL PROGRAMS. THE NONDISCRIMINATION POLICY IS ALSO DISTRIBUTED TO ALL FAMILIES OF ATTENDING STUDENTS IN THE FAMILY HANDBOOK. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS. SCHEDULE E, PART I, LINE 6 DURING THE FISCAL YEAR, THE ORGANIZATION RECEIVED GOVERNMENT FUNDING TOTALING APPROXIMATELY $571,000 FROM FEDERAL, STATE, AND LOCAL SOURCES. THESE FUNDS INCLUDED: $460,000 FROM THE LOUISVILLE METRO GOVERNMENT (AMERICAN RESCUE PLAN SLFRF) FOR CONSTRUCTION ASSISTANCE TO SUPPORT EARLY LEARNING FACILITIES; $66,000 FROM THE WASHINGTON STATE CHILD AND ADULT CARE FOOD PROGRAM (CACFP) FOR STUDENT MEAL REIMBURSEMENTS; AND $45,000 FROM THE WASHINGTON STATE DEPARTMENT OF CHILDREN, YOUTH, AND FAMILIES (DCYF) EARLY CHILDHOOD EQUITY GRANT FOR EARLY LEARNING PROGRAMS. ALL AWARDS WERE EXPENDED IN COMPLIANCE WITH APPLICABLE GRANT TERMS AND REPORTING REQUIREMENTS. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 MICHAEL GEORGE PRESIDENT (THRU 10/24), CHAIRMAN 656452 0 0 0 436 0 13800 0 20920 0 691608 0 0 0 MIGUEL ROQUE COO/CTO (THRU 10/24), PRESIDENT 542914 0 0 0 246 0 13800 0 33185 0 590145 0 0 0 MICHAEL ABELLO CHIEF EDUCATION OFFICER, VP 411237 0 0 0 162 0 13800 0 35686 0 460885 0 0 0 ROBERT JOHNSON CHIEF EQUITY OFFICER (THRU 8/24) 228242 0 0 0 163445 0 9029 0 22335 0 423051 0 0 0 WILLIAM WEINER CHIEF LEGAL OFFICER, GC, SECRETARY 379918 0 0 0 163 0 13367 0 24686 0 418134 0 0 0 SEAN COURY CHIEF FINANCE OFFICER, TREASURER 362610 0 0 0 78 0 13800 0 33185 0 409673 0 0 0 ELIZABETH SWANBY SENIOR DIRECTOR, OPERATIONS 353848 0 0 0 78 0 13269 0 35190 0 402385 0 0 0 JAMMIE HAMMELL-JAMES CHIEF PEOPLE OFFICER 343832 0 0 0 165 0 11666 0 25087 0 380750 0 0 0 ARON TREMBLE SENIOR DIRECTOR, PRODUCT MANAGEMENT 326597 0 0 0 117 0 13175 0 33185 0 373074 0 0 0 OLIVER MAK DIRECTOR ENGINEERING 329153 0 0 0 179 0 13161 0 20939 0 363432 0 0 0 KATHLEEN FORD CHIEF MARKETING & COMM. OFFICER 326733 0 0 0 117 0 9445 0 26781 0 363076 0 0 0 ANITA CASSITY DIRECTOR, PRODUCT (MRT & ASSESSMENT) 293680 0 0 0 117 0 12057 0 35684 0 341538 0 0 0 TRACIE BROWN SENIOR DIRECTOR, NTL. SCHOOL NETWORK 296554 0 0 0 179 0 10504 0 25083 0 332320 0 0 0 SABEN EMMONS SENIOR DIRECTOR TECHNOLOGY 306811 0 0 0 70 0 9181 0 12301 0 328363 0 0 0 PART I, LINE 1A IN ACCORDANCE WITH TRAVEL & EXPENSE POLICY, THE PRESIDENT OCCASIONALLY FLIES IN BUSINESS/FIRST CLASS FOR AIR TRAVEL. PART I, LINE 4A ROBERT JOHNSON RECEIVED SEVERANCE OF $163,200 IN 2024. X 1 120000038 FMV 0 0 0 1 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS AS REQUIRED FOR PUBLICLY TRADED SECURITIES. PART I, LINE 32B: DONATED SHARES OF STOCK ARE SOLD THROUGH A BROKER SERVICE THE DAY IMMEDIATELY FOLLOWING THE DAY OF DONATION. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO OPERATE TUITION-FREE PRESCHOOL PROGRAMS TO MAKE EDUCATION MORE ACCESSIBLE TO UNDERSERVED COMMUNITIES. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: ALL CHILDREN DESERVE THE GREAT START THAT AN EXCELLENT PRESCHOOL PROVIDES. BEZOS ACADEMY AIMS TO NURTURE THE POTENTIAL IN EVERY CHILD TO BECOME A CREATIVE LEADER, ORIGINAL THINKER, AND LIFELONG LEARNER BY INCREASING ACCESS TO EARLY CHILDHOOD EDUCATION IN UNDERSERVED COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL GEORGE IS EMPLOYED BY A BUSINESS ENTITY IN WHICH ANOTHER DIRECTOR HOLDS A QUALIFYING OWNERSHIP INTEREST. ACCORDINGLY, THESE TWO DIRECTORS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF DAY 1 ACADEMIES HAVE THE RIGHT TO ELECT AND REMOVE DIRECTORS FROM THE GOVERNING BOARD, AMEND OR RESTATE THE GOVERNING DOCUMENTS, AND APPROVE OR VETO MAJOR TRANSACTIONS, GOVERNING DECISIONS, AND ANNUAL OPERATING PLANS AND BUDGETS. DAY 1 ACADEMIES HAS ONLY A SINGLE CLASS OF MEMBER. MEMBERS ARE NOT ENTITLED TO SHARE IN THE DISTRIBUTION OF ANY OF THE CORPORATE ASSETS UPON DISSOLUTION OF THE ORGANIZATION OR THE WINDING UP OF ITS AFFAIRS. FORM 990, PART VI, SECTION A, LINE 7A SEE DISCLOSURE FOR PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION A, LINE 7B SEE DISCLOSURE FOR PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT THIRD-PARTY ACCOUNTANT. BEFORE IT IS FILED WITH THE IRS, IT IS REVIEWED IN DETAIL BY CHIEF FINANCE OFFICER AND CHIEF LEGAL OFFICER, GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS APPROVED AND ADOPTED A CONFLICT-OF-INTEREST POLICY. UNDER THE POLICY, IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR AN APPROVAL BODY DELEGATED BY THE BOARD TO CONSIDER THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE APPROVAL BODY MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS INVESTIGATED, DISCUSSED, AND VOTED UPON. AFTER EXERCISING DUE DILIGENCE, THE APPROVAL BODY SHALL DETERMINE WHETHER DAY 1 ACADEMIES CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE APPROVAL BODY SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED APPROVAL BODY MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN DAY 1 ACADEMIES' BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE APPROVAL BODY SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER THE TRANSACTION OR ARRANGEMENT. THE APPROVAL BODY SHALL DOCUMENT, AMONG OTHER ITEMS, THE MATERIAL FACTS, ITS REVIEW OF THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST TRANSACTION, AND THE OUTCOME. DAY 1 ACADEMIES REQUIRES EACH OFFICER AND DIRECTOR TO CERTIFY THAT THEY RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, AND THEY AGREE TO COMPLY WITH THE POLICY. EACH OFFICER AND DIRECTOR MUST ALSO SUBMIT PERIODIC CERTIFICATIONS TO THE GENERAL COUNSEL ABOUT THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IN 2019, SHORTLY BEFORE DAY 1 ACADEMIES WAS INCORPORATED, THE BOARD COMMISSIONED AN EXPERT COMPENSATION STUDY FROM AN INDEPENDENT FIRM, WHICH SPECIALIZES IN EXECUTIVE PLACEMENT AND COMPENSATION CONSULTING. THE COMPENSATION STUDY COMPILED COMPARABILITY DATA BASED ON TOP MANAGEMENT OFFICIALS WITH COMPARABLE RESPONSIBILITIES AT A SIGNIFICANT NUMBER OF TAX-EXEMPT ORGANIZATIONS. THE BOARD APPROVED THE PRESIDENT'S SALARY BASED ON THIS COMPARABILITY DATA AND THE PRESIDENT'S EXPERIENCE AND SKILL SET, AND THE BOARD DOCUMENTED THE BASIS FOR THE DETERMINATION. THE BOARD AGAIN COMMISSIONED THE SAME INDEPENDENT FIRM TO REVIEW UPDATED COMPARABILITY DATA BASED ON COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS IN FALL OF 2024 WHEN A NEW PRESIDENT WAS APPOINTED. AN APPROVAL BODY ON BEHALF OF THE BOARD APPROVED THE PRESDIENT'S SALARY BASED ON THIS COMPARABILITY DATA SET AND DOCUMENTED THE BASIS FOR THE DETERMINATION. IN 2019, DAY 1 ACADEMIES RETAINED AN INDEPENDENT COMPENSATION CONSULTING FIRM TO PROVIDE COMPENSATION STUDIES BASED ON COMPARABILITY DATA FROM MULTIPLE SOURCES AND COMPARABLE ORGANIZATIONS FOR ALL OFFICERS AND KEY EMPLOYEES. AN APPROVAL BODY - ACTING AT THE DELEGATION OF THE BOARD - APPROVES SALARIES AND DOCUMENTS THE BASIS FOR THE DETERMINATION AT THE TIME OF OFFER BASED ON THE INFORMATION PROVIDED IN THESE COMPENSATION STUDIES AS WELL AS THE INDIVIDUAL CANDIDATE EXPERIENCE AND SKILL SET. COMPENSATION STUDIES FOR OFFICERS AND KEY EMPLOYEES WERE FIRST PERFORMED IN JULY OF 2019 TO ESTABLISH HIRING RANGES AND SUBSEQUENTLY WHEN A POSITION IS HIRED FOR THE FIRST TIME OR BACKFILLED. THE INDEPENDENT COMPENSATION CONSULTING FIRM MOST RECENTLY CONDUCTED A REVIEW OF DAY 1 ACADEMIES' APPROACH TO EXECUTIVE COMPENSATION IN 2024 AND FOUND THE PROPOSED TOTAL CASH COMPENSATION PACKAGE FOR THE EXECUTIVE GROUP FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE MARKET PRACTICES APPLICABLE TO LIKE POSITIONS AMONG LIKE ORGANIZATIONS UNDER LIKE CIRCUMSTANCES. ALL EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, ARE ELIGIBLE FOR AN ANNUAL INCREASE. ADDITIONAL ADJUSTMENTS MAY BE APPROVED BY THE PRESIDENT BASED ON PERFORMANCE, PAY EQUITY, AND THE COMPARABILITY DATA PROVIDED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. 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