2026-03-30T10:10:03-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC ONE CORPORATE DRIVE SUITE 725 SHELTON CT 064846241 990 2024-07-01 471159132 GREAT OAKS CHARTER SCHOOL - BRIDGEPORT OAKS 2038708188 375 HOWARD AVENUE BRIDGEPORT CT 06605 JOHN SCALICE CHIEF EXECUTIVE OFFICER 2038708188 2026-03-30 1 1 SACHA RICHARDS P01378509 2039293535 2026-03-30 2024 2025-03-06 01:10:19Z JOHN SCALICE 375 HOWARD AVENUE BRIDGEPORT CT 06605 12347596 0 X HTTPS://GOBPT.ORG/ X 2014 CT GREAT OAKS CHARTER SCHOOL USES HIGH-DOSAGE TUTORING & A WHOLE-STUDENT APPROACH TO ACADEMIC SUCCESS. 10 9 130 10 0 0 2837477 3296104 8170105 9050837 2 29 1750 626 11009334 12347596 0 0 0 0 6945660 7573894 0 0 0 4826527 4816970 11772187 12390864 -762853 -43268 20794732 19841683 18539355 17629574 2255377 2212109 X GREAT OAKS CHARTER SCHOOL IS A PUBLIC SCHOOL PROVIDING HIGH-DOSAGE TUTORING, DATA-DRIVEN LEARNING STRATEGIES & EXTRA-CURRICULAR OPPORTUNITIES TO STUDENTS IN GRADES 6-12 TO ENSURE SUCCESS IN THE CAREER OR COLLEGE OF THEIR CHOICE. GREAT OAKS CHARTER SCHOOL - BRIDGEPORT PROVIDES ALL STUDENTS WITH HIGH-QUALITY EDUCATION THROUGH HIGH-DOSAGE TUTORING & INDIVIDUALIZED ACADEMIC SUPPORT. OUR TEACHERS AND AMERICORPS FELLOWS/TUTORS FOSTER STRONG RELATIONSHIPS TO HELP STUDENTS THRIVE ACADEMICALLY AND SOCIALLY. THROUGH STRATEGIC LEADERSHIP, RESTORATIVE PRACTICES AND A COMMITMENT TO INNOVATION, THE SCHOOL HAS TRANSFORMED STUDENT CULTURE, IMPROVED ACADEMIC ACHIEVEMENT AND BUILT A SUSTAINABLE EDUCATOR PIPELINE. AS WE ENTER OUR SECOND DECADE, GO-BPT REMAINS DEDICATED TO CLOSING THE OPPORTUNITY GAP AND PREPARING EVERY STUDENT FOR COLLEGE AND CAREER SUCCESS. 0 0 9024259 0 9050837 EDUCATION: GO-BPT IS A PUBLIC CHARTER SCHOOL THAT PROVIDES EDUCATIONAL SERVICES TO STUDENTS FROM THE LOCAL COMMUNITY. THE SCHOOL WAS GRANTED A CHARTER FOR 661 STUDENTS FROM GRADES 6 TO 12. GO-BPT WAS ORGANIZED TO CREATE A RIGOROUS, SUPPORTIVE MIDDLE & HIGH SCHOOL PROGRAM THAT ENSURES ITS GRADUATES HAVE THE REQUISITE KNOWLEDGE & HABITS OF MIND TO EARN A DEGREE FROM A COMPETITIVE FOUR YEAR COLLEGE OR UNIVERSITY. 2834534 0 0 SPECIAL EDUCATION: GO-BPT PROVIDES SPECIAL EDUCATION SERVICES TO STUDENTS WITH IDENTIFIED NEEDS. 11858793 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 23 0 130 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X BEN CHAN 2038708188 375 HOWARD AVENUE BRIDGEPORT CT 06605 BOB CARLSON CHAIRPERSON 5.00 X X 0 0 0 COREY SNEED TREASURER 2.00 X X 0 0 0 EVA VEGA SECRETARY 1.00 X X 0 0 0 BEA BAGLEY DIRECTOR 1.00 X 0 0 0 DANIEL LUCIANO DIRECTOR/TEACHER 40.00 X 71922 0 8063 DR SELENA MORGAN DIRECTOR 1.00 X 0 0 0 DR MATTHEW NWOSU DIRECTOR 1.00 X 0 0 0 TENSSIE RAMSAY DIRECTOR 1.00 X 0 0 0 ROBERT TRABER DIRECTOR 1.00 X 0 0 0 DAVID ZIEFF DIRECTOR 1.00 X 0 0 0 JOHN SCALICE CHIEF EXECUTIVE DIRECTOR 40.00 X 188136 0 3997 LATOYA HUBBARD CHIEF OPERATING OFFICER 40.00 X 133444 0 38784 BENJAMIN CHAN CHIEF FINANCIAL OFFICER 40.00 X 124297 0 20506 CHRISTOPHER PELLEGRINO HIGH SCHOOL PRINCIPAL 40.00 X 130583 0 13836 DENISE LINARES MIDDLE SCHOOL PRINCIPAL 40.00 X 125250 0 22106 KAREN FRANCIS - BARNES DIRECTOR OF CURRICULUM 40.00 X 120256 0 8063 KAY-ANN HEWELL-WALKER DIRECTOR OF CURRICULUM 40.00 X 117497 0 18376 BRIAN FRAZIER DIRECTOR OF PROGRAMS 40.00 X 115682 0 6975 1127067 0 140706 11 0 1 0 SERVICE MANAGEMENT GROUP LLC 25 CONTROLS DRIVE SHELTON CT 06484 JANITORIAL SERVICES 465968 GREAT OAKS FOUNDATION 240 BLEECKER STREET NEW YORK NY 10014 MANAGEMENT AND TUTORING 391486 VANCORD CONSULTING 500 BOSTON POST ROAD MILFORD CT 06460 IT SERVICES 198653 3 3183323 112781 3296104 GOV'T PER PUPIL REVENUE 611110 9033887 9033887 TUTOR HOUSING FEES 611110 16950 16950 9050837 29 29 OTHER INCOME 900099 626 626 626 12347596 9050837 0 655 617518 555766 61752 5991166 5773753 217413 15869 15311 558 582047 562641 19406 367294 352602 14692 9482 9482 65195 65195 852920 831612 21308 99360 97882 1478 279179 267349 11830 1964530 1882090 82440 48619 48619 4360 4188 172 327246 314345 12901 FOOD SERVICES 423742 423742 CURRICULUM AND CLASSROO 281473 280127 1346 REPAIRS & MAINTENANCE 219179 215407 3772 PROFESSIONAL DEVELOPMEN 180251 173145 7106 61434 60214 1220 12390864 11858793 532071 0 180659 517872 8994 286029 794342 422189 155395 171487 5053270 2881741 2355405 2171529 17299937 16272577 20794732 19841683 685908 714225 17853447 16915349 18539355 17629574 X 2255377 2212109 2255377 2212109 20794732 19841683 -43268 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2500000 823157 1676843 526764 114453 412311 1869390 1797084 72306 157116 147047 10069 2171529 RIGHT-OF-USE ASSET OPERATING LEASE 15789363 SECURITY DEPOSITS 350000 RIGHT-OF-USE ASSET FINANCE LEASE 133214 16272577 RIGHT-OF-USE LIABILITY OPERATING LEASE 16778091 RIGHT-OF-USE LIABILITY FINANCE LEASE 137258 16915349 X 13329714 982118 982118 12347596 0 12347596 13372982 982118 982118 12390864 0 12390864 PART X, LINE 2: GOCS-B RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT GOCS-B HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECONITION OR DISCLOSURE. GOCS-B IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTION 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 4 THE SCHOOL IS FUNDED BY THE STATE OF CONNECICUT DEPARTMENT OF EDUCATION AND DOES NOT ISSUE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES PER-PUPIL FUNDING FROM THE CT BOARD OF EDUCATION UNDER THEIR CHARTER AGREEMENT. THE SCHOOL ALSO RECEIVES VARIOUS FEDERAL AND STATE, FUNDS INCLUDING FEDERAL ENTITLEMENTS TO ASSIST WITH COVERING THE COST OF CERTAIN PROGRAMS. 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN SCALICE CHIEF EXECUTIVE DIRECTOR 187916 0 0 0 220 0 0 0 3997 0 192133 0 0 0 LATOYA HUBBARD CHIEF OPERATING OFFICER 133333 0 0 0 111 0 0 0 38784 0 172228 0 0 0 FORM 990, PART I, LINE 1 AS A PUBLIC CHARTER SCHOOL, GREAT OAKS CHARTER SCHOOL USES HIGH DOSAGE TUTORING, A RIGOROUSLY TAILORED ACADEMIC PROGRAM AND A WHOLE-STUDENT APPROACH TO HELP STUDENTS ACHIEVE SUCCESS IN THE CAREER OR COLLEGE OF THEIR CHOICE. 661 STUDENTS IN GRADES 6 TO 12 FROM THE BRIDGEPORT, CT COMMUNITY ARE ADMITTED THROUGH AN OPEN-CHOICE LOTTERY. AS A COMMUNITY, WE TAKE PRIDE IN OUR STUDENTS' SOCIAL AND EMOTIONAL DEVELOPMENT, ANCHORED IN RESTORATIVE PRACTICES AIMED AT TEACHING EMPATHY, PERSONAL ACCOUNTABILITY AND RESPONSIBILITY. WE ENCOURAGE OUR STUDENTS TO ADVOCATE FOR THEMSELVES, EACH OTHER AND THEIR COMMUNITY THROUGH SOCIAL CAUSES AND ACTIVITIES. WE FIRMLY BELIEVE THAT OUR STUDENTS WILL SHAPE THE WORLD, NOT BE DEFINED BY IT. AS A SCHOOL OF INNOVATION SELECTED BY THE CENTER FOR REINVENTING PUBLIC EDUCATION AND OUR SIGNIFICANT WORK WITH THE BARR FOUNDATION, GREAT OAKS CHARTER SCHOOL BRIDGEPORT IS UNIQUE WITH ITS EMPHASIS ON INCORPORATING TUTORING INTO THE SCHOOL DAY AS A NORMAL FUNCTION FOR ALL STUDENTS. OUR AMERICORPS FELLOWS/TUTORS LIVE ON CAMPUS AND WORK FROM 7:30 AM 4 PM TO DELIVER CURRICULUM ALIGNED LESSONS IN SMALL GROUP SETTINGS TO STUDENTS OF ALL ABILITIES AND LEARNING NEEDS. PROFESSIONAL DEVELOPMENT OF AMERICORPS FELLOWS/TUTORS IS PROVIDED THROUGH IN-CLASSROOM TRAINING, TEACHER CERTIFICATION PROGRAMS AND PROFESSIONAL TRAINING TO CONTINUE WITH THEIR CAREER OPPORTUNITIES IN TEACHING AND TO BETTER SERVE OUR STUDENTS. MANY OF OUR FELLOWS/TUTORS RETURN FOR 2 YEARS WITH A HIGH PERCENTAGE ENTERING OUR SCHOOL AS FULLY-CERTIFIED TEACHERS BY YEAR 3. TEACHER RETENTION AT GREAT OAKS CHARTER SCHOOL BRIDGEPORT IS CONSIDERABLY HIGH FOR A CHARTER SCHOOL ORGANIZATION IN AN URBAN SETTING. WITH A NEARLY 90% RETENTION RATE GO-BPT INVESTS IN PROFESSIONAL DEVELOPMENT THROUGH A SHORTENED SCHEDULE EVERY TUESDAY TO ALLOW TEACHERS TIME FOR DATA MEETINGS, LESSON PLANNING, DEVELOPMENT OF INSTRUCTIONAL STRATEGIES AND CELEBRATIONS OF ACHIEVEMENT. AFTER SCHOOL ACTIVITIES AT GO-BPT ARE A BLEND OF ACADEMIC AND NON-ACADEMIC PROGRAMS THAT FOCUS ON SELF-DIRECTED LEARNING, COMMUNITY RELATIONSHIPS AND SOCIAL AND EMOTIONAL GROWTH. THROUGH OUR COMMUNITY PARTNERSHIPS, INCLUSIVE OF 100 BLACK MEN, MY BROTHERS/SISTERS KEEPER, AND GIRL LIVE!, STUDENTS ARE EXPOSED TO LEARNING AND LEADERSHIP OPPORTUNITIES IN AND OUTSIDE OF THE SCHOOL. GO-BPT ALSO RESPECTS CHALLENGES TO ACADEMIC ASSISTANCE AND OFFERS 24/7 LIVE TUTORING IN ALL ACADEMIC AREAS AS WELL AS AN ON-LINE ACADEMY PROGRAM FOR MULTI-LANGUAGE LEARNERS FROM 5 PM 6 PM AND ALL LEARNERS FROM 6 PM 7 PM EVERY MONDAY, WEDNESDAY AND THURSDAY. CURRENTLY, OVER 8 DIFFERENT NATIVE LANGUAGES ARE REPRESENTED BY THE STUDENT BODY. ALTOGETHER, GREAT OAKS CHARTER SCHOOL BRIDGEPORT HAS SEEN A RETURN ON INVESTMENT IN STUDENT ACHIEVEMENT GROWING IN KEY AREAS OVER THE LAST 3 YEARS WHILE REDUCING ABSENTEEISM AND DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. THE BOARD VOTED TO AUTHORIZE THE TREASURER TO APPROVE THE FINAL 990. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD EXPECTS THAT DIRECTORS, ADMINISTRATORS, FACULTY, STAFF, AND OTHER EMPLOYEES OF THE SCHOOL WILL ABIDE BY THE CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS AFFIRMS THAT THE DIRECTORS, OFFICERS, ADMINISTRATORS, FACULTY, STAFF, AND OTHER EMPLOYEES OF THE SCHOOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE 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 DIRECTORS OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF DIRECTORS CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. AREAS OF POTENTIAL CONFLICT OF INTEREST ARE: FINANCIAL INTEREST, INSIDE INFORMATION, CONFLICTING INTEREST OTHER THAN FINANCIAL, AND GIFTS, AND FAVORS. NO DIRECTOR WHO DIRECTLY OR INDIRECTLY IS INVOLVED IN THE POTENTIAL CONFLICT IF INTEREST SHALL BE COUNTED IN DETERMINING THE EXTISTENCE OF QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED, NOR SHALL THE DIRECTOR VOTE ON ANY ACTION OF THE BOARD REGARDING THAT POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A TO DETERMINE A REASONABLE AND COMPETITIVE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER THAT WILL ATTRACT AND RETAIN STRONG TALENT TO LEAD THE SCHOOL, THE BOARD CHAIR AND TREASURER WILL: - REVIEW THE UPDATED ROLES AND RESPONSIBILITIES OF THE CHIEF EXECUTIVE OFFICER - REVIEW THE CHIEF EXECUTIVE OFFICER'S CURRENT PERFORMANCE - ALIGN THE PROPOSED SALARY TO THE EQUITABLE COST OF LIVING INCREASES WITHIN THE SCHOOL COMMUNITY - SUBMIT THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL - PERFORM THIS PROCESS AT A MINIMUM OF EVERY 2 YEARS IN ADDITION, A SURVEY OF LOCAL CHARTER SCHOOLS WILL BE PERFORMED BASED ON AVAILABLE DATA FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE SCHOOL HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OFTHE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.