2026-05-15T10:35:20-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 943394659 ENVISION EDUCATION INC ENVI 5104512415 100 WEBSTER STREET 300 OAKLAND CA 94607 JILLIAN JUMAN CEO 5104512415 2026-05-12 1 1 DERRICK DEBRUYNE P00591016 9099857286 2026-05-10 2024 2025-03-06 01:10:19Z X JILLIAN JUMAN 100 WEBSTER STREET 300 OAKLAND CA 94607 27530576 0 X WWW.ENVISIONSCHOOLS.ORG X 2001 CA TO TRANSFORM THE LIVES OF OUR STUDENTS-ESPECIALLY THOSE WHO WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE - BY PREPARING THEM FOR SUCCESS IN COLLEGE AND IN LIFE. 12 12 223 17 0 0 27487647 26657156 764862 677657 41941 98795 75016 62012 28369466 27495620 0 0 0 0 17895195 19461833 0 0 55338 10203557 12091118 28098752 31552951 270714 -4057331 23548394 45956223 8898297 30680461 14650097 15275762 TO TRANSFORM THE LIVES OF OUR STUDENTS, ESPECIALLY THOSE WHO WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, BY PREPARING THEM FOR SUCCESS IN COLLEGE AND IN LIFE. 0 0 24284912 0 677657 ENVISION EDUCATION TRANSFORMS THE LIVES OF STUDENTS THROUGH ITS ACCLAIMED ASSESSMENT MODEL, WHICH AUTHENTICALLY MEASURES ACADEMIC CONTENT, LEADERSHIP SKILLS, AND DEEPER LEARNING COMPETENCIES, IN ORDER TO BETTER PREPARE STUDENTS TO SUCCEED IN COLLEGE AND THEIR CAREERS. ENVISION SERVED APPROXIMATELY 1,320 STUDENTS BETWEEN THE 3 SCHOOL SITES DURING THE 24-25 FISCAL YEAR AND OPERATED FOR 178-179 DAYS. 24284912 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 126 0 1 223 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JILLIAN JUMAN 5104512415 100 WEBSTER STREET SUITE 300 OAKLAND CA 94607 JILLIAN JUMAN CEO 40.00 1.00 X X 274174 0 39075 ELIZABETH CHOI COO 40.00 0.00 X 196568 0 35814 ELIZABETH RAJI-GREIG SUPERINTENDENT 40.00 0.00 X 155776 0 44045 SIMONE GREEN CFO 40.00 0.00 X 198025 0 21538 EVANGELIA WARD-JACKSON EXECUTIVE SCHOOL DIRECTOR, ENVISION ACADEMY 40.00 0.00 X 173025 0 41882 JUSTIN WELLS CHIEF PROGRAM OFFICER 40.00 0.00 X 177544 0 53365 SELE NADEL-HAYES VP, SPECIAL PROJECTS 40.00 0.00 X 143528 0 30097 PHILLIP CHARDON PRINCIPAL, CITY ARTS AND TECHNOLOGY HIGH SCHOOL 40.00 0.00 X 141983 0 26931 CHRISTOPHER ANGOTTI SENIOR DIRECTOR OF OPERATIONS 40.00 0.00 X 140234 0 14195 RUTH WEI DIRECTOR OF RESEARCH AND INNOVATION 40.00 0.00 X 142048 0 4904 RHONNEL SOTO BOARD CHAIR 2.50 0.00 X X 0 0 0 IFY WALKER VICE CHAIR 2.50 0.00 X X 0 0 0 KYLE MAGALLANES CASTILLO BOARD SECRETARY 2.50 0.00 X X 0 0 0 KATHI BURKE DIRECTOR 2.50 0.00 X 0 0 0 AMBER CHILDRESS DIRECTOR 2.50 0.00 X 0 0 0 TRACI DOVE DIRECTOR 2.50 0.00 X 0 0 0 GRACE HOAGLAND HONORARY DIRECTOR 2.50 0.00 X 0 0 0 AKIL HOLLIS HONORARY DIRECTOR 2.50 0.00 X 0 0 0 THOMAS IGEME DIRECTOR 2.50 0.00 X 0 0 0 BOB LENZ HONORARY DIRECTOR 2.50 0.00 X 0 0 0 CANDICE PHILLIPS DIRECTOR 2.50 0.00 X 0 0 0 MICHELLE SEIJAS DIRECTOR 2.50 0.00 X 0 0 0 1742905 0 311846 36 0 1 0 CFOMW TAX LLC 333 WASHINGTON BLVD 607 VENICE CA 90291 EMPLYEE RETENTION CREDIT CLAIM 240535 CENTURION JANITORIAL SERVICES 66 SAN PEDRO RD SUITE C-5 DALY CITY CA 94014 JANITORIAL SERVICES 211514 ANGEL JANITORIAL 22833 MYRTLE ST HAYWARD CA 94541 JANITORIAL SERVICES 149001 INSTRUCTION PARTNERS PO BOX 68461 NASHVILLE TN 37206 EDUCATION 129906 FILMTWIST 3000 CHISHOLM TRAIL RD 2 ROUND ROCK TX 78681 SR. DIRECTOR OF ACADEMICS 125000 6 115115 25361438 1180603 13807 26657156 TEACHER DEVELOPMENT FEES 900099 470069 470069 TENANT REVENUE 531390 207588 207588 677657 98795 98795 29000 115115 34956 -5956 -5956 OTHER REVENUE 900099 67968 67968 67968 27495620 677657 0 160807 X 1303498 1042798 260700 14198474 11571752 2626722 1824749 1614600 210149 1574645 1305600 269045 560467 401344 159123 205131 163112 42019 93989 93989 83136 44617 38519 4181161 4046797 134364 205947 94921 111026 804922 577251 227671 267738 139850 127888 1524317 980827 543490 194404 176855 17549 27451 22784 4667 1105010 51754 1053256 1206463 881607 324856 216442 216442 OTHER EXPENSES 1093225 471837 566050 55338 INSTRUCTIONAL MATERIALS 881782 696606 185176 31552951 24284912 7212701 55338 8192201 4582507 1058737 5960528 5275535 2703964 354193 339461 21659 75833 36670346 10183518 815705 26486828 7830364 5807102 23548394 45956223 2455864 2244933 3289917 2743026 23262688 3152516 2429814 8898297 30680461 X 14615214 15131513 34883 144249 14650097 15275762 23548394 45956223 X -4057331 4682996 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5263840 5263840 25713784 4887872 20825912 5692722 5295646 397076 26486828 INTERCOMPANY RECEIVABLES 4028673 RIGHT OF USE ASSETS - OPERATING 1778429 5807102 INTERCOMPANY PAYABLES 533677 OPERATING LEASE LIABILITY 1896137 2429814 X PART X, LINE 2: THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FORM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS & ENROLLMENT MATERIALS. SCHEDULE E, PART I, LINE 6 CHARTER SCHOOL RECEIVES STATE AND FEDERAL FUNDS. X X 1 ANN LUCAS 8 WATERS COVE CT SACRAMENTO CA 95831 CAPITAL CAMPAIGN 0 85000 59720 25280 85000 59720 25280 CA EVENING WITH ENVISION 144115 115115 29000 7102 11486 1000 15368 144115 115115 29000 7102 11486 1000 15368 34956 -5956 X X X X X X 0 0 0 0 0 0 0 0 0 JILLIAN JUMAN CEO 274174 0 0 0 0 0 34515 0 4560 0 313249 0 0 0 ELIZABETH CHOI COO 196568 0 0 0 0 0 6213 0 29601 0 232382 0 0 0 ELIZABETH RAJI-GREIG SUPERINTENDENT 155776 0 0 0 0 0 30285 0 13760 0 199821 0 0 0 SIMONE GREEN CFO 198025 0 0 0 0 0 0 0 21538 0 219563 0 0 0 EVANGELIA WARD-JACKSON EXECUTIVE SCHOOL DIRECTOR, ENVISION 173025 0 0 0 0 0 32827 0 9055 0 214907 0 0 0 JUSTIN WELLS CHIEF PROGRAM OFFICER 177544 0 0 0 0 0 34724 0 18641 0 230909 0 0 0 SELE NADEL-HAYES VP, SPECIAL PROJECTS 143528 0 0 0 0 0 4519 0 25578 0 173625 0 0 0 PHILLIP CHARDON PRINCIPAL, CITY ARTS AND TECHNOLOGY 141983 0 0 0 0 0 26931 0 0 0 168914 0 0 0 CHRISTOPHER ANGOTTI SENIOR DIRECTOR OF OPERATIONS 140234 0 0 0 0 0 4218 0 9977 0 154429 0 0 0 A CA SCHOOL FINANCING AUTHORITY 946001343 13058TTP5 2024-08-08 22110000 SCHOOL FACILITIES 0 0 0 A 23413096 1303904 1500000 683706 18146355 1779131 2024 0 0 1 1 A 0 0 0 0 1 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING AND THEN PRESENTS THE TAX FORMS TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE FILED EACH YEAR AND UPON ASSUMING OFFICE. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE BOARD MEMBERS, OFFICERS, EMPLOYEES, ETC., WHO ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PAY IN DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 2,788,015. MANAGEMENT AND GENERAL EXPENSES 134,364. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,922,379. CONSULTANTS - NON INSTRUCTIONAL: PROGRAM SERVICE EXPENSES 1,258,782. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,258,782. FORM 990, PART XI, LINE 9: TRANSFERS FROM CHESTNUT CAMPUS 3,167,634. EEI 2560 DARWIN LLC OWNERSHIP TRANSFER FROM EEI SUPPORT CORP 1,515,362. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. EEI 1515 WEBSTER LLC 100 WEBSTER STREET SUITE 300 OAKLAND CA 94607 943394659 FACILITIES CA 557588 3853949 ENVISION EDUCATION INC EEI 2560 DARWIN LLC 100 WEBSTER STREET SUITE 300 OAKLAND CA 94607 943394659 FACILITIES CA 5571036 10595105 ENVISION EDUCATION INC EEI OAKLAND LLC 100 WEBSTER STREET SUITE 300 OAKLAND CA 94607 943394659 FACILITIES CA ENVISION EDUCATION INC EEI SUPPORT CORPORATION 100 WEBSTER STREET SUITE 300 OAKLAND CA 94607 820642072 FACILITIES CA 501(C)(3) LINE 12A, I ENVISION EDUCATION INC 1 CHESTNUT CAMPUS 100 WEBSTER STREET SUITE 300 OAKLAND CA 94607 471990359 FACILITIES CA 501(C)(3) LINE 12A, I ENVISION EDUCATION INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 EEI SUPPORT CORPORATION C 1515362 ACTUAL AMOUNT EEI SUPPORT CORPORATION Q 4028673 ACTUAL AMOUNT EEI SUPPORT CORPORATION Q 59764 ACTUAL AMOUNT CHESTNUT CAMPUS C 3167634 ACTUAL AMOUNT CHESTNUT CAMPUS P 533677 ACTUAL AMOUNT