2025-05-15T09:04:06-05:00 2024-06-30 470804904 MASIMORE MAGNUSON & ASSOC PC 11440 WEST CENTER ROAD OMAHA NE 681444483 990 2023-07-01 020732028 PHOENIX ACADEMY DAY SCHOOL PHOE 4023900556 1110 N 66TH STREET OMAHA NE 68132 NANCY LIEBERMANN EXECUTIVE DIRECTOR 4023900556 2025-05-14 1 1 CHERYL E ELIASON P00014590 4023340600 2025-05-14 2023 2025-03-06 01:10:19Z NANCY LIEBERMANN 1110 N 66TH STREET OMAHA NE 68132 2049827 0 X PHOENIXACADEMYOMAHA.ORG X 1991 NE TO EDUCATE AND INSPIRE STUDENTS WITH LEARNING DIFFERENCES TO REALIZE THEIR ACADEMIC POTENTIAL IN A TRADITIONAL CLASSROOM SETTING AND TO HELP THEM BECOME SUCCESSFUL IN SCHOOL AND LIFE. 16 16 40 0 0 0 3571076 1309547 346714 343514 24103 102127 38273 71187 3980166 1826375 0 0 0 0 1159942 1332578 0 0 85213 401810 579620 1561752 1912198 2418414 -85823 6580603 6718618 67208 81406 6513395 6637212 TO EDUCATE AND INSPIRE STUDENTS WITH LEARNING DIFFERENCES TO REALIZE THEIR ACADEMIC POTENTIAL IN A TRADITIONAL CLASSROOM SETTING AND TO HELP THEM BECOME SUCCESSFUL IN SCHOOL AND LIFE. 0 0 1700402 343514 K-8 ALTERNATIVE EDUCATION TO AID CHILDREN WHO ARE NOT ACHIEVING AT GRADE LEVEL IN READING AND MATHEMATICS. PHOENIX ACADEMY DAY SCHOOL WAS ABLE TO SERVE 120 STUDENTS BY PROVIDING THEM THE SKILLS AND CONFIDENCE TO RETURN TO THE REGULAR SCHOOL SYSTEM. 1700402 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X NANCY LIEBERMANN 4023900556 1110 NORTH 66TH STREET OMAHA NE 68132 JAN MACTIER MORIARTY DIRECTOR 0.00 X 0 0 0 DANIEL GUINAN PRESIDENT 0.00 X X 0 0 0 EMILY LISCHER SECRETARY 0.00 X X 0 0 0 CLARICE JACKSON DIRECTOR 0.00 X 0 0 0 BRIDGET CANNON-HALE DIRECTOR 0.00 X 0 0 0 LINDA BURT DIRECTOR 0.00 X 0 0 0 SUSAN TOOHEY DIRECTOR 0.00 X 0 0 0 LINDA DOWNEY TREASURER 0.00 X X 0 0 0 VONTARRIUS CLOY DIRECTOR 0.00 X 0 0 0 LAURA MILLAGE ASSISTANT TREASURER 0.00 X X 0 0 0 MEGAN MOSLANDER DIRECTOR 0.00 X 0 0 0 GEORGE LOZIER DIRECTOR 0.00 X 0 0 0 JERRY SAMUELS DIRECTOR 0.00 X 0 0 0 BRADLEY EKWEREKWU DIRECTOR 0.00 X 0 0 0 JERMAINE JONES DIRECTOR 0.00 X 0 0 0 MARIETTA LUELLEN DIRECTOR 0.00 X 0 0 0 NANCY LIEBERMANN EXECUTIVE DIRECTOR 40.00 X 105769 0 0 105769 0 0 1 0 0 0 0 95532 107081 1106934 1309547 TUITION 611110 343514 343514 343514 98982 98982 200000 196855 3145 3145 3145 97784 95532 26597 71187 71187 1826375 343514 0 173314 124039 74423 31010 18606 969852 906045 48086 15721 15321 11367 2471 1483 140944 140944 82422 73745 6051 2626 15849 15849 11417 11417 126266 126266 5663 5380 283 6076 6076 36766 36065 501 200 27208 25304 1360 544 13831 13831 84385 78478 4219 1688 31392 29641 1235 516 BOOKS 53329 53329 REPAIRS AND MAINTENANCE 46598 43336 2330 932 JANITORIAL 41086 38210 2054 822 SPECIAL EVENT EXPENSES 38203 38203 41551 37962 3589 1912198 1700402 126583 85213 2807295 32285 732310 746005 150000 150000 20509 25066 13150 33679 3683783 883327 2851781 2800456 2896968 3500 3500 2058 30659 6580603 6718618 52350 46847 12800 3900 2058 30659 67208 81406 X 6363395 6487212 150000 150000 6513395 6637212 6580603 6718618 -85823 209641 0 X 0 0 0 X 1199839 1947804 2049920 3451727 1119480 9768770 1199839 1947804 2049920 3451727 1119480 9768770 9768770 35948 6795 20757 18467 102524 184491 513493 600643 684447 346114 339564 2484261 12437522 0.78540 0.78290 X PART II COLUMN E THE ACADEMY ELECTED A FISCAL YEAR ENDING JUNE 30 BEGINNING JUNE 30,2019. THE INFORMATION REPORTED FOR 2019 INCLUDES THE CALENDAR YEAR 2019 PLUS THE SHORT YEAR JANUARY 1 - JUNE 30, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 295772 295772 3194081 704571 2489510 193930 178756 15174 2800456 RIGHT OF USE LIABILITY 30659 30659 X 2035354 209641 10755 220396 1814958 11417 11417 1826375 1911536 10755 10755 1900781 11417 11417 1912198 PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE DISCLOSURE AND RECOGNITION IN FINANCIAL STATEMENTS OF POSITIONS TAKEN IN A TAX RETURN REGARDING THE TREATMENT OF TRANSACTIONS AND EVENTS THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ACADEMY BELIEVES IT COMPLIES WITH ALL RELEVANT TAX LAWS AND REGULATIONS, AND HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. THEREFORE, NO LIABILITY FOR UNCERTAIN TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE ACADEMY IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS AN INTEGRAL PART OF ALL NEWSPAPER AND BROADCAST MEDIA WHEN SOLICITATING FOR STUDENTS. LUNCHEON 193316 95532 97784 26597 193316 95532 97784 26597 26597 71187 FORM 990, PART VI, SECTION A, LINE 2 ONE OF THE BOARD MEMBERS IS THE SPOUSE OF ANOTHER BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING AND PRESENTED TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATMENTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OTHER K-8 INSTITUTIONS ARE REVIEWED ON AN ANNUAL BASIS. COMPARABLE SALARIES FOR SIMILAR POSITIONS ARE REVIEWED IN ADDITION TO PERFORMANCE FOR ANY ADJUSTMENT TO COMPENSATION. A REVIEW OF BENEFITS OF THESE OTHER INSTITUTIONS ARE ALSO CONSIDERED IN STRIVING FOR A COMPARABLE COMPENSATION FOR THE EMPLOYEES OF PHOENIX ACADEMY DAY SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.