2026-05-07T18:02:59-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2024-07-01 823452377 ZETA CHARTER SCHOOLS - NEW YORK CITY ZETA 9173302296 401 W 218TH ST NEW YORK NY 10034 BRIAN ZIED CHIEF FINANCIAL OFFICER 9173302296 2026-05-07 1 1 SACHA RICHARDS P01378509 2017129800 2026-05-06 2024 2025-03-06 01:10:19Z X KERI HOYT 401 W 218TH ST NEW YORK NY 10034 88248316 0 X ZETASCHOOLS.ORG X 2018 NY TO BUILD AND SUSTAIN HIGH-PERFORMING SCHOOLS THAT FORGE THRIVING COMMUNITIES OF LIFELONG LEARNERS, PROBLEM SOLVERS AND INNOVATORS. 5 5 561 5 0 0 6695265 8081588 66187877 79045965 608538 1095902 8116 24861 73499796 88248316 0 0 0 0 27471620 35972317 0 0 0 39565896 52962778 67037516 88935095 6462280 -686779 284568342 315043518 267140992 298452661 17427350 16590857 TO BUILD AND SUSTAIN HIGH-PERFORMING SCHOOLS THAT FORGE THRIVING COMMUNITIES OF LIFELONG LEARNERS, PROBLEM SOLVERS AND INNOVATORS. 0 0 82906586 0 79045965 ZETA CHARTER SCHOOLS NYC IS A NETWORK OF HIGH-PERFORMING SCHOOLS THAT FORGE THRIVING COMMUNITIES OF LIFELONG LEARNERS, PROBLEM SOLVERS, AND INNOVATORS. THE SCHOOLS PROVIDED EDUCATION TO APPROXIMATELY 2726 STUDENTS ENROLLED IN KINDERGARTEN THROUGH SEVENTH GRADE AND 352 STUDENTS ENROLLED IN PRE-KINDERGARTEN FOR THE 2024-2025 ACADEMIC YEAR 82906586 1 0 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 1 0 0 0 0 0 0 0 0 1 69 0 561 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 X KERI HOYT 9173302296 401 W 218TH ST NEW YORK NY 10034 KERI HOYT CHAIRPERSON 1.00 X X 0 0 0 SHANNON KETE VICE CHAIRPERSON (THRU 07/2024) 1.00 X X 0 0 0 NICOLE BRISBANE SECRETARY 1.00 X X 0 0 0 MICHELE CARACAPPA TRUSTEE 1.00 X 0 0 0 TYRONE DAVIS TRUSTEE 1.00 X 0 0 0 KEN MCCLURE TRUSTEE 1.00 X 0 0 0 MANELLY MORENO PRINCIPAL 50.00 X 103829 0 24738 AMENATA MAGIRAGA PRINCIPAL 50.00 X 160099 0 11488 NOREEN COOKE-COLEMAN PRINCIPAL 50.00 X 139128 0 40491 MOMIMA MANZOOR PRINCIPAL 50.00 X 118681 0 15889 JANAI HARRIS PRINCIPAL 50.00 X 124282 0 21822 BRIAN ZIED CHIEF FINANCIAL OFFICER 50.00 X 0 0 0 KIWANA YATES PRINCIPAL 50.00 X 135453 0 25518 ANA MARTINEZ SCHOOL MANAGER 50.00 X 158272 0 24286 SHAUN SYLVESTER BENJAMIN ASSISTANT PRINCIPAL 50.00 X 134165 0 16029 LINDSAY NIXON OPERATIONS DIRECTOR 50.00 X 126203 0 11023 TAMIKA CARRINGTON OPERATIONS DIRECTOR 50.00 X 113344 0 26040 EDWARD MACENULTY OPERATIONS DIRECTOR 50.00 X 114980 0 26280 1428436 0 243604 14 0 1 0 CHARTER TECHNOLOGY SOLUTIONS 132 32ND STREET SUITE 310 BROOKLYN NY 11232 IT SERVICES 499019 ADDY DBA GROUNDTRUTH ONEWORLD TRADE 60TH FLOOR NEW YORK NY 10007 MARKETING SERVICES 444804 INSPIRIA OUTDOOR LLC 5 WALLER AVE STE 301 WHITE PLAINS NY 10601 MARKETING SERVICES 399017 EZCATER 40 WATER ST 5TH FLOOR BOSTON MA 02109 CATERING SERVICES 259958 QUAD C LE HOLDINGS LLC DBA LAVINIA GROUP PO BOX 18228 PALATINE IL 60055 EDUCATION CONSULTING SERVICES 252200 7 8080588 1000 188594 8081588 GOV'T PER-PUPIL REV - GENERAL ED 611110 52126834 52126834 GOV'T PER-PUPIL REV - FACILITIES 611110 15579468 15579468 GOV'T PER-PUPIL REV - UPK 611110 6448190 6448190 GOV'T PER-PUPIL REV - SPECIAL ED 611110 4582962 4582962 AFTER SCHOOL FEES 611110 308511 308511 79045965 1095902 1095902 REBATES 900099 24861 24861 24861 88248316 79045965 0 1120763 834509 767748 66761 28513179 26397799 2115380 741871 686998 54873 3435269 3181801 253468 2447489 2266233 181256 9911964 9175112 736852 43091 43091 99226 99226 1088545 967074 121471 2781147 2743193 37954 771113 745935 25178 2182555 2066414 116141 19594786 18101245 1493541 166641 155241 11400 384 384 6269937 5802439 467498 379093 351108 27985 CLASSROOM SUPPLIES 2913986 2913986 STUDENT MEALS 2809797 2809797 STAFF DEVELOPMENT 1692516 1565729 126787 STUDENT SERVICES 1587469 1587469 670528 621265 49263 88935095 82906586 6028509 0 5421628 1811461 12908146 23404776 3828000 4075933 911 1110 457027 1046466 8232850 4076012 2750776 4156838 259201854 280546934 284568342 315043518 2956742 4643330 200583 235541 263983667 293573790 267140992 298452661 X 17427350 16590857 17427350 16590857 284568342 315043518 X -686779 -149714 X X 0 1 X 0 1 1 X 141505 74348 67157 5249036 2619164 2629872 2842309 1382500 1459809 4156838 ROU ASSET FINANCE LEASE 197422976 SECURITY DEPOSITS 46900 OPERATING ROU ASSET 83077058 280546934 FINANCE LEASE LIABILITIES 205707463 DUE TO ZETA CHARTER SCHOOLS, INC. 5688251 OPERATING LEASE LIABILITY 82178076 293573790 X 88135527 36925 36925 88098602 149714 149714 88248316 88972020 36925 36925 88935095 0 88935095 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. ALL RETURNS FILED BY THE SCHOOL ARE SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING AUTHORITIES FOR YEARS PRIOR TO JUNE 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 149,714. 1 1 0 1 0 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. THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS LOTTERY APPLICATION AVAILABLE ON ITS WEBSITE. SCHEDULE E, PART I, LINE 4 THE SCHOOL IS A FREE PUBLIC SCHOOL AND DOES NOT AWARD SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES PER-PUPIL FUNDING FROM THE NYC 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. X 0 0 0 0 0 0 0 1 0 ANA MARTINEZ SCHOOL MANAGER 144083 0 13830 0 359 0 4869 0 19417 0 182558 0 0 0 NOREEN COOKE-COLEMAN PRINCIPAL 119928 0 13900 0 5300 0 4721 0 35770 0 179619 0 0 0 AMENATA MAGIRAGA PRINCIPAL 149299 0 10500 0 300 0 1313 0 10175 0 171587 0 0 0 KIWANA YATES PRINCIPAL 122903 0 12250 0 300 0 4256 0 21262 0 160971 0 0 0 SHAUN SYLVESTER BENJAMIN ASSISTANT PRINCIPAL 128865 0 0 0 5300 0 4086 0 11943 0 150194 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED DISCRETIONARY BONUSES TO PERSONS LISTED ON PART VII OF THE 990, AND IS REPORTED IN PART II, COLUMN B(II). X 188594 COST 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTED WITH A RELATED ORGANIZATION, ZETA CHARTER SCHOOLS, INC., TO PROVIDE EDUCATIONAL MANAGEMENT AND OPERATIONAL SERVICES. THE ORGANIZATION INCURRED $9,911,964 IN MANAGEMENT FEES TO ZETA CHARTER SCHOOLS, INC. DURING THE FISCAL YEAR. THE CFO, BRIAN ZIED LISTED IN PART VII, SECTION A, WAS COMPENSATED BY THE MANAGEMENT COMPANY IN THE AMOUNT OF $234,821 FOR SERVICES TO ZETA CHARTER SCHOOLS NYC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO COMMITTEES IN PLACE IN FISCAL YEAR 2025. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CHAIR AND TREASURER. AFTER ANY REQUIRED CHANGES ARE MADE, A FINAL VERSION IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO ELECTION TO THE BOARD, OR EMPLOYMENT AT THE ORGANIZATION, AND THEREAFTER ON AN ANNUAL BASIS, ALL DIRECTORS, OFFICERS, AND SENIOR MANAGEMENT MEMBERS COMPLETE A STATEMENT TO DISCLOSE ANY POTENTIAL OR APPARENT CONFLICTS OF INTEREST. THE STATEMENTS ARE REVIEWED BY THE BOARD SECRETARY WHO PROVIDES THEM TO THE BOARD CHAIR. COVERED PERSONS ARE ALSO UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS AS SOON AS THEY ARE KNOWN, OR REASONABLY SHOULD BE KNOWN. DISCLOSURES ARE MADE IN ADVANCE, BEFORE ANY ACTION IS TAKEN ON THE MATTER THAT POSES AN ACTUAL OR POTENTIAL CONFLICT. ALL DISCLOSURES ARE BROUGHT TO THE ATTENTION OF THE BOARD CHAIR AND SECRETARY, UNLESS EITHER IS THE INDIVIDUAL WITH A POTENTIAL CONFLICT. PERSONS WITH A POTENTIAL OR ACTUAL CONFLICT RECUSE THEMSELVES FROM (1) ENGAGING IN DISCUSSIONS AND (2) RECEIVING INFORMATION RELATED TO THE CONFLICT SITUATION, UNLESS A MAJORITY OF DISINTERESTED DIRECTORS APPROVE THEIR PRESENCE, INVOLVEMENT, AND/OR PARTICIPATION. IN THE EVENT A CONFLICT IS DETERMINED, THE INTERESTED BOARD MEMBER IS RECUSED FROM VOTING UPON THE RELATED MATTER. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL MEETING IS HELD BY THE BOARD TO REVIEW PERFORMANCE, DETERMINE, AND APPROVE COMPENSATION FOR ALL PRINCIPALS AND OPERATIONS DIRECTORS FOR THE FOLLOWING YEAR. THIS PROCESS HAPPENS ANNUALLY, USING COMPARABILITY DATA FROM NEW YORK CITY PUBLIC SCHOOLS, AND IS DOCUMENTED IN THE ORGANIZATION'S BOARD MINUTES. THE PROCESS WAS LAST CONDUCTED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF ASSETS -149,714. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.