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GENERAL INSTRUCTIONS FOR ANNUAL BUDGET/QUARTERLY REPORT�
TEMPLATE TABS
1- GRAY tab contains the Instructions Instructions Provides description of tabs and input requirements. Funding by District Charter School Tuition Rates
2- BLUE tabs require input of information 1.) Name of School >Select school name from list.
>Enter contact information. 2.) Enrollment Enter enrollment information for Annual Budget (& Revisions) and
Quarterly Actuals. Includes: >Enrollment by Grade >Enrollment by District
3.) Staffing Plan Enter staffing plan information for Annual Budget (& Revisions) and Quarterly Actuals. Includes: >Full Time Equivalent (FTE), by Position Category, By Quarter
4.) Yearly Budget Enter Yearly Budget information. Includes: >"Pior Year" column may be completed based upon preliminary data, and adjusted with Annual Audited data when the Quarter 2 Actuals are being submitted. (Note: Quarterly Revenue allocation may be set) >Budgeted Enrollment data and Per Pupil Revenue for the current year are populated based upon input on tab "2.) Enrollment." >Budgeted FTE for current year is populated based upon input on tab "3.) Staffing Plan." >All other sources of revenue >All expenses >Budget Revisions, as necessary and approved by the school's Board of Directors, should be submitted when submitting Quarterly Actuals.
5.) Balance Sheet Enter Balance Sheet information for EdCorps. Separate schools merged into a primary EdCorp should NOT use this tab. >"Pior Year" column may be completed based upon preliminary data, and adjusted with Annual Audited data when the Quarter 2 Actuals are being submitted.
6.) Quarterly Report Enter Actual Quarterly Report information . Includes: >Actual Enrollment data and Per Pupil Revenue for the current year are populated based upon input on tab "2.) Enrollment." >Actual FTE for current year is populated based upon input on tab "3.) Staffing Plan." >All other sources of revenue >All expenses
7.) Annual Report Requirement Complete when submitting Actual Quarter 4.
CELL COLORS & GUIDANCE COMMENTS
= Enter information into the light BLUE shaded cells. = Cells labeled in ORANGE containe guidance regarding the input of information.
= Cells containing RED triangles in the upper right corner contain "guidance comments" on that particular line item. Please "mouse-over" the triangle to reveal each comment.
Ver. 20180628
Charter Funding Alphabetical By NYS School District * (Sum of Charter School Basic Tuition and Supplemental Basic Tuition)
Page 3 of 64�
ANNUAL BUDGET & QUARTERLY REPORT TEMPLATE�
Success Academy Charter School - Cobble Hill�
SCHOOL Name: Success Academy Charter School - Cobble Hill
CONTACT INFORMATION Contact Name: Metin Capani Contact Title: Assistant Controller Contact Email: Contact Phone:
REPORT PERIOD Current Academic Year: 2018-19 Prior Academic Year: 2017-18
Page 4 of 64
4
Column(s)for the
4
5 of 64
Other District 3 (Select from drop-down list) →Other District 4 (Select from drop-down list) →Other District 5 (Select from drop-down list) →Other District 6 (Select from drop-down list) →Other District 7 (Select from drop-down list) →Other District 8 (Select from drop-down list) →Other District 9 (Select from drop-down list) →Other District 10 (Select from drop-down list) →Other District 11 (Select from drop-down list) →Other District 12 (Select from drop-down list) →Other District 13 (Select from drop-down list) →Other District 14 (Select from drop-down list) →Other District 15 (Select from drop-down list) →Other District 16 (Select from drop-down list) →Other District 17 (Select from drop-down list) →Other District 18 (Select from drop-down list) →Other District 19 (Select from drop-down list) →Other District 20 (Select from drop-down list) →Other District 21 (Select from drop-down list) →Other District 22 (Select from drop-down list) →Other District 23 (Select from drop-down list) →Other District 24 (Select from drop-down list) →Other District 25 (Select from drop-down list) →Other District 26 (Select from drop-down list) →
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL�2018-19�
ENROLLMENT BY GRADES
GRADES K 1 2 3 4 5 6 7 INITIAL BUDGETED ENROLLMENT 84 56 84 84 60.48 0 0 0 TOTAL ENROLLMENT = 368.48
ENROLLMENT BY DISTRICT
PRIOR YEAR
Funding by DistrictANNUAL BUDGET TOTAL DISTRICTS/ENROLLMENT BY QUARTER
ACTUAL QUARTER 1 QUARTER 2 QUARTER 3 QUARTER Original Revised Original Revised Original Revised Original
NUMBER OF SCHOOL DISTRICTS ENROLLED: 0 1 0 1 0 1 0 1 NUMBER OF STUDENTS ENROLLED: 0 368.48 0 368.48 0 368.48 0 368.48
*NOTE: If there are NO budget revisions at the time of quarterly submittal leave the 'REVISED' COMPLETELY BLANK. If budget revisions ARE made, the entire "REVISED" budget columns affected quarter(s) must be completed on tabs 2, 3 and 4.
PRIOR YEAR ANNUAL BUDGET 2017-18 QUARTER 1 ENROLLMENTQUARTER 2 BY QUARTERQUARTER 3 QUARTER
PRIMARY/OTHER DISTRICT NAME(S) Actual
Enrollment
Original Budgeted Enrollment
Revised Budgeted Enrollment
Original Budgeted Enrollment
Revised Budgeted Enrollment
Original Budgeted Enrollment
Revised Budgeted Enrollment
Original Budgeted Enrollment
PRIMARY District NYC CHANCELLOR'S OFFICE 368.48 368.48 368.48 368.48 SECONDARY District (Select from drop-down list) →
Page
4
Other District 27 (Select from drop-down list) →Other District 28 (Select from drop-down list) →Other District 29 (Select from drop-down list) →Other District 30 (Select from drop-down list) →Other District 31 (Select from drop-down list) →Other District 32 (Select from drop-down list) →Other District 33 (Select from drop-down list) →Other District 34 (Select from drop-down list) →Other District 35 (Select from drop-down list) →Other District 36 (Select from drop-down list) →Other District 37 (Select from drop-down list) →Other District 38 (Select from drop-down list) →Other District 39 (Select from drop-down list) →Other District 40 (Select from drop-down list) →Other District 41 (Select from drop-down list) →Other District 42 (Select from drop-down list) →Other District 43 (Select from drop-down list) →Other District 44 (Select from drop-down list) →Other District 45 (Select from drop-down list) →Other District 46 (Select from drop-down list) →Other District 47 (Select from drop-down list) →Other District 48 (Select from drop-down list) →Other District 49 (Select from drop-down list) →Other District 50 (Select from drop-down list) →
PRIOR YEAR ANNUAL BUDGET 2017-18 QUARTER 1 ENROLLMENTQUARTER 2 BY QUARTERQUARTER 3 QUARTER
PRIMARY/OTHER DISTRICT NAME(S) Actual
Enrollment
Original Budgeted Enrollment
Revised Budgeted Enrollment
Original Budgeted Enrollment
Revised Budgeted Enrollment
Original Budgeted Enrollment
Revised Budgeted Enrollment
Original Budgeted Enrollment
Page 6 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL2018-19
ENROLLMENT BY GRADES
ENROLLMENT BY DISTRICTFunding by DistrictANNUAL BUDGET
TOTAL DISTRICTS/ENROLLMENT BY QUARTER
*NOTE: If there are NO budget revisions at the time of quarterly submittal leave theCOMPLETELY BLANK. If budget revisions ARE made, the entire "REVISED" budgetaffected quarter(s) must be completed on tabs 2, 3 and 4.
ANNUAL BUDGETENROLLMENT BY QUARTER
7 of 64
8 9 10 11 12 0 0 0 0 0
ACTUAL QUARTERLY TOTAL DISTRICTS/ENROLLMENT
QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4 Revised Actual Actual Actual Actual
0 0 0 0 0 0 0 0 0 0
ACTUAL ENROLLMENT BY QUARTER QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4
Revised Budgeted Enrollment
Actual Enrollment
Actual Enrollment
Actual Enrollment
Actual Enrollment
QUARTER 4
'REVISED' Column(s) columns for the
QUARTER 4
Page
ANNUAL BUDGETENROLLMENT BY QUARTER
QUARTER 4
Revised Budgeted�Enrollment�
ACTUAL ENROLLMENT BY QUARTER QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4
Actual Enrollment
Actual Enrollment
Actual Enrollment
Actual Enrollment
Page 8 of 64
Each quarter, the actual FTE should be input.
ACTUAL QUARTERLY FTEQ1 Q2 Q3
Actual Actual
0.0 0.0 0.0
ACTUAL QUARTERLY FTEQ1 Q2 Q3
Actual Actual
0.0 0.0 0.0
ACTUAL QUARTERLY FTEQ1 Q2 Q3
Actual Actual
0.0 0.0 0.0
0.0 0.0 0.0
COBBLE HILL
("FTE")
SUCCESS ACADEMY CHARTER SCHOOL - SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL 2018-19 2018-19
STAFFING PLAN - FULL TIME EQUIVALENT STAFFING PLAN - FULL TIME EQUIVALENT ("FTE")
*NOTE: Enter the number of FTE *NOTE: Enter the number of FTE *NOTE: If there are NO budget revisions at the time of quarterly submittal leave the 'REVISED' Column(s) COMPLETELY *NOTE: positions in the "blue" cells. positions in the "blue" cells. BLANK.
If budget revisions ARE made, the entire "REVISED" budget columns for the affected quarter(s) must be completed on tabs 2, 3 and 4. ADMINISTRATIVE PERSONNEL FTE ADMINISTRATIVE PERSONNEL FTE PRIOR YEAR ANNUAL BUDGETED FTE
2017-18 Q1 Q2 Q3 Q4 ACTUAL Original Revised Original Revised Original Revised Original Revised Actual
Executive Management Executive Management 0.0 0.0 0.0 0.0 Instructional Management Instructional Management 4.0 4.0 4.0 4.0 Deans, Directors & Coordinators Deans, Directors & Coordinators 5.0 5.0 5.0 5.0 CFO / Director of Finance CFO / Director of Finance 0.0 0.0 0.0 0.0 Operation / Business Manager Operation / Business Manager 1.0 1.0 1.0 1.0 Administrative Staff Administrative Staff 0.0 0.0 0.0 0.0 TOTAL ADMINISTRATIVE STAFF TOTAL ADMINISTRATIVE STAFF 0.0 10.0 0.0 10.0 0.0 10.0 0.0 10.0 0.0
INSTRUCTIONAL PERSONNEL FTE INSTRUCTIONAL PERSONNEL FTE PRIOR YEAR ANNUAL BUDGETED FTE 2017-18 Q1 Q2 Q3 Q4 ACTUAL Original Revised Original Revised Original Revised Original Revised Actual
Teachers - Regular Teachers - Regular 11.0 11.0 11.0 11.0 Teachers - SPED Teachers - SPED 13.0 13.0 13.0 13.0 Substitute Teachers Substitute Teachers 0.0 0.0 0.0 0.0 Teaching Assistants Teaching Assistants 6.0 6.0 6.0 6.0 Specialty Teachers Specialty Teachers 4.0 4.0 4.0 4.0 Aides Aides 0.0 0.0 0.0 0.0 Therapists & Counselors Therapists & Counselors 1.0 1.0 1.0 1.0 Other Other 0.0 0.0 0.0 0.0 TOTAL INSTRUCTIONAL TOTAL INSTRUCTIONAL 0.0 35.0 0.0 35.0 0.0 35.0 0.0 35.0 0.0
NON-INSTRUCTIONAL PERSONNEL FTE NON-INSTRUCTIONAL PERSONNEL FTE PRIOR YEAR ANNUAL BUDGETED FTE 2017-18 Q1 Q2 Q3 Q4 ACTUAL Original Revised Original Revised Original Revised Original Revised Actual
Nurse Nurse 0.0 0.0 0.0 0.0 Librarian Librarian 0.0 0.0 0.0 0.0 Custodian Custodian 0.0 0.0 0.0 0.0 Security Security 0.0 0.0 0.0 0.0 Other Other 0.0 0.0 0.0 0.0 TOTAL NON-INSTRUCTIONAL TOTAL NON-INSTRUCTIONAL 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 45.0 0.0 45.0 0.0 45.0 0.0 45.0 0.0TOTAL PERSONNEL SERVICE FTE TOTAL PERSONNEL SERVICE FTE
Page 9 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL2018-19
STAFFING PLAN - FULL TIME EQUIVALENT ("FTE")
*NOTE: Each quarter, the actual FTE
ACTUAL QUARTERLY FTE
ACTUAL QUARTERLY FTE
ACTUAL QUARTERLY FTE
COBBLE HILL
("FTE")
SUCCESS ACADEMY CHARTER SCHOOL -2018-19�
*NOTE: State the assumptions that are being made for personnel FTE levels.
Description of Assumptions Q4
Actual
0.0
Description of Assumptions Q4
Actual
0.0
Description of Assumptions Q4
Actual
0.0
0.0
should be input.
STAFFING PLAN - FULL TIME EQUIVALENT
*NOTE: Enter the number of FTE positions in the "blue" cells.
ADMINISTRATIVE PERSONNEL FTE
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff TOTAL ADMINISTRATIVE STAFF
INSTRUCTIONAL PERSONNEL FTE
Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other TOTAL INSTRUCTIONAL
NON-INSTRUCTIONAL PERSONNEL FTE
Nurse Librarian Custodian Security Other TOTAL NON-INSTRUCTIONAL
TOTAL PERSONNEL SERVICE FTE
Page 10 of 64�
- 1/1 - 3/31
the 'REVISED' Column(s) COMPLETELY BLANK.quarter(s) must be completed on tabs 2, 3 and 4.
Page 11 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue - 1,736,961 - - 1,736,961 - - 1,736,961 Total Expenses - 1,557,188 - - 1,557,188 - - 1,557,188 Net Income - 179,773 - - 179,773 - - 179,773 Actual Student Enrollment - 368 - - 368 - - 368
Prior Year Actual 1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter 2017-18
Revenue Per Pupil
Original Budget
Revised Budget Variance
Original Budget
Revised Budget Variance
Original Budget
Allocate Per Pupil Revenue
by Quarter *NOTE: If there are NO budget revisions at the time of quarterly submittal leave
If budget revisions ARE made, the entire "REVISED" budget columns for the affected REVENUE
REVENUES FROM STATE SOURCES 2018-19 Per Pupil Revenue Per Pupil Rate PPR %/Qtr-> 25.0% 25.0% 25.0% 25.0% 25.0%
NYC CHANCELLOR'S OFFICE 1,410,081 - - 1,410,081 - - 1,410,081 - - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -ALL OTHER School Districts: ( Weighted Avg ) - - - - - - -
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding) - 1,410,081 - - 1,410,081 - - 1,410,081
Special Education Revenue 228,588 - 228,588 - 228,588 Grants
Stimulus - - - - -DYCD (Department of Youth and Community Development) - - - - -Other 47,626 - 47,626 - 47,626
NYC DoE Rental Assistance - - -Other - - - - -
TOTAL REVENUE FROM STATE SOURCES - 1,686,295 - - 1,686,295 - - 1,686,295
REVENUE FROM FEDERAL FUNDING IDEA Special Needs - - - - -Title I 35,927 - 35,927 - 35,927 Title Funding - Other 14,739 - 14,739 - 14,739 School Food Service (Free Lunch) - - - - -Grants
15,307 ---------------
15,307
- 1/1 - 3/31
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 - - 1,736,961 - - 1,736,961 - 1,557,188 - - 1,557,188 - - 1,557,188 - 179,773 - - 179,773 - - 179,773 - 368 - - 368 - - 368
Prior Year Actual 2017-18
Revenue Per Pupil
1st Quarter - 7/1 - 9/30
Original Budget
Revised Budget Variance
2nd Quarter - 10/1 - 12/31
Original Budget
Revised Budget Variance
3rd Quarter
Original Budget
Charter School Program (CSP) Planning & Implementation Other
Other TOTAL REVENUE FROM FEDERAL SOURCES
LOCAL and OTHER REVENUE Contributions and Donations Fundraising Erate Reimbursement Earnings on Investments Interest Income Food Service (Income from meals) Text Book OTHER
TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE
- - - - -- - - - -- - - - -
- 50,666 - - 50,666 - - 50,666
- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -
- - - - - - - -
- 1,736,961 - - 1,736,961 - - 1,736,961
Page 12 of 64
- 1/1 - 3/31
Page 13 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 - - 1,736,961 - - 1,736,961 - 1,557,188 - - 1,557,188 - - 1,557,188 - 179,773 - - 179,773 - - 179,773 - 368 - - 368 - - 368
Prior Year Actual 2017-18
Revenue Per Pupil
1st Quarter - 7/1 - 9/30
Original Budget
Revised Budget Variance
2nd Quarter - 10/1 - 12/31
Original Budget
Revised Budget Variance
3rd Quarter
Original Budget
EXPENSES
ADMINISTRATIVE STAFF PERSONNEL COSTS
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff
TOTAL ADMINISTRATIVE STAFF
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other
TOTAL INSTRUCTIONAL
NON-INSTRUCTIONAL PERSONNEL COSTS Nurse Librarian Custodian Security Other
TOTAL NON-INSTRUCTIONAL
SUBTOTAL PERSONNEL SERVICE COSTS
PAYROLL TAXES AND BENEFITS Payroll Taxes Fringe / Employee Benefits
Avg. No. of Positions
-4.00 5.00
-1.00
-10.00
11.00 13.00
-6.00 4.00
-1.00
-35.00
------
45.00
- - - - -97,831 - 97,831 - 97,831 69,341 - 69,341 - 69,341
- - - - -21,931 - 21,931 - 21,931
- - - - -- 189,104 - - 189,104 - - 189,104
171,688 - 171,688 - 171,688 211,100 - 211,100 - 211,100
- - - - -75,000 - 75,000 - 75,000 59,175 - 59,175 - 59,175
- - - - -16,875 - 16,875 - 16,875
- - - - -- 533,838 - - 533,838 - - 533,838
- - - - -- - - - -- - - - -- - - - -- - - - -
- - - - - - - -
- 722,941 - - 722,941 - - 722,941
64,030 - 64,030 - 64,030 68,679 - 68,679 - 68,679
- 1/1 - 3/31
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 - - 1,736,961 - - 1,736,961 - 1,557,188 - - 1,557,188 - - 1,557,188 - 179,773 - - 179,773 - - 179,773 - 368 - - 368 - - 368
Prior Year Actual 2017-18
Revenue Per Pupil
1st Quarter - 7/1 - 9/30
Original Budget
Revised Budget Variance
2nd Quarter - 10/1 - 12/31
Original Budget
Revised Budget Variance
3rd Quarter
Original Budget
Retirement / Pension TOTAL PAYROLL TAXES AND BENEFITS
TOTAL PERSONNEL SERVICE COSTS
CONTRACTED SERVICES Accounting / Audit Legal Management Company Fee Nurse Services Food Service / School Lunch Payroll Services Special Ed Services Titlement Services (i.e. Title I) Other Purchased / Professional / Consulting
TOTAL CONTRACTED SERVICES
45.00
43,376 - 43,376 - 43,376 - 176,086 - - 176,086 - - 176,086
- 899,027 - - 899,027 - - 899,027
147 - 147 - 147 - - - - -
211,512 - 211,512 - 211,512 - - - - -- - - - -
4,688 - 4,688 - 4,688 - - - - -- - - - -
4,377 - 4,377 - 4,377 - 220,724 - - 220,724 - - 220,724
Page 14 of 64
- 1/1 - 3/31
Page 15 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 - - 1,736,961 - - 1,736,961 - 1,557,188 - - 1,557,188 - - 1,557,188 - 179,773 - - 179,773 - - 179,773 - 368 - - 368 - - 368
Prior Year Actual 2017-18
Revenue Per Pupil
1st Quarter - 7/1 - 9/30
Original Budget
Revised Budget Variance
2nd Quarter - 10/1 - 12/31
Original Budget
Revised Budget Variance
3rd Quarter
Original Budget
SCHOOL OPERATIONS Board Expenses Classroom / Teaching Supplies & Materials Special Ed Supplies & Materials Textbooks / Workbooks Supplies & Materials other Equipment / Furniture Telephone Technology Student Testing & Assessment Field Trips Transportation (student) Student Services - other Office Expense Staff Development Staff Recruitment Student Recruitment / Marketing School Meals / Lunch Travel (Staff) Fundraising Other
TOTAL SCHOOL OPERATIONS
FACILITY OPERATION & MAINTENANCE Insurance Janitorial Building and Land Rent / Lease / Facility Finance Interest Repairs & Maintenance Equipment / Furniture Security Utilities
TOTAL FACILITY OPERATION & MAINTENANCE
DEPRECIATION & AMORTIZATION RESERVES / CONTINGENCY DEFERRED RENT
- - - - -43,086 - 43,086 - 43,086
- - - - -- - - - -
36,499 - 36,499 - 36,499 26,074 - 26,074 - 26,074
- - - - -46,060 - 46,060 - 46,060
4,569 - 4,569 - 4,569 11,103 - 11,103 - 11,103
1,175 - 1,175 - 1,175 18,161 - 18,161 - 18,161 27,535 - 27,535 - 27,535 24,557 - 24,557 - 24,557
4,606 - 4,606 - 4,606 10,690 - 10,690 - 10,690 50,515 - 50,515 - 50,515
6,909 - 6,909 - 6,909 - - - - -
2,770 - 2,770 - 2,770 - 314,309 - - 314,309 - - 314,309
9,212 - 9,212 - 9,212 - - - - -
86.84 - 87 - 87 15,394 - 15,394 - 15,394
- - - - -- - - - -- - - - -
- 24,693 - - 24,693 - - 24,693
98,435 - 98,435 - 98,435 - - - - -- - - - -
- 1/1 - 3/31
TOTAL EXPENSES - 1,557,188 - - 1,557,188 - - 1,557,188
NET INCOME - 179,773 - - 179,773 - - 179,773
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue - 1,736,961 - - 1,736,961 - - 1,736,961 Total Expenses - 1,557,188 - - 1,557,188 - - 1,557,188 Net Income - 179,773 - - 179,773 - - 179,773 Actual Student Enrollment - 368 - - 368 - - 368
Prior Year Actual 1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter 2017-18
Revenue Per Pupil
Original Budget
Revised Budget Variance
Original Budget
Revised Budget Variance
Original Budget
Page 16 of 64�
- 1/1 - 3/31
- 1/1 - 3/31
368.5--------------
-
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 - - 1,736,961 - - 1,736,961 - 1,557,188 - - 1,557,188 - - 1,557,188 - 179,773 - - 179,773 - - 179,773 - 368 - - 368 - - 368
3rd Quarter
Prior Year Actual 2017-18
Revenue Per Pupil
1st Quarter - 7/1 - 9/30
Original Budget
Revised Budget Variance
2nd Quarter - 10/1 - 12/31
Original Budget
Revised Budget Variance
3rd Quarter
Original Budget
ENROLLMENT - *School Districts Are Linked To Above Entries* Number of Districts:
NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Weighted Avg )
TOTAL ENROLLMENT
REVENUE PER PUPIL
EXPENSES PER PUPIL
- 1 - - 1 - - 1 - 368 - - 368 - - 368 - - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- 368 - - 368 - - 368
- 4,714 - - 4,714 - - 4,714
- 4,226 - - 4,226 - - 4,226
Page 17 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
*NOTE: If there are NO budget revisions at the time of quarterly submittalIf budget revisions ARE made, the entire "REVISED" budget columns for the
Total Revenue Total Expenses Net Income Actual Student Enrollment
- - 1,736,961 -- - 1,557,188 -- - 179,773 -- - 368 -
----
Revised Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Original Budget
Revised Budget Variance
Page 18
REVENUE REVENUES FROM STATE SOURCES 2018-19
Per Pupil Revenue Per Pupil Rate NYC CHANCELLOR'S OFFICE 15,307 - -- -- -- -- -- -- -- -- -- -- -- -- -- -ALL OTHER School Districts: ( Weighted Avg ) -
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding) 15,307
Special Education Revenue Grants
Stimulus DYCD (Department of Youth and Community Development) Other
NYC DoE Rental Assistance Other
TOTAL REVENUE FROM STATE SOURCES
REVENUE FROM FEDERAL FUNDING IDEA Special Needs Title I Title Funding - Other School Food Service (Free Lunch) Grants
leave the 'REVISED' Column(s) COMPLETELY BLANK. affected quarter(s) must be completed on tabs 2, 3 and 4.
25.0% 25.0% 25.0% - - 1,410,081 - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -
- - 1,410,081 - -
- 228,588 -
- - -- - -- 47,626 -
-- - -
- - 1,686,295 - -
- - -- 35,927 -- 14,739 -- - -
of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
Total Revenue Total Expenses Net Income Actual Student Enrollment
- -- -- -- -
1,736,961 - -1,557,188 - -
179,773 - -368 - -
Revised Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Original Budget
Revised Budget Variance
Charter School Program (CSP) Planning & Implementation Other
Other TOTAL REVENUE FROM FEDERAL SOURCES
LOCAL and OTHER REVENUE Contributions and Donations Fundraising Erate Reimbursement Earnings on Investments Interest Income Food Service (Income from meals) Text Book OTHER
TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE
- - -- - -- - -
- - 50,666 - -
- - -- - -- - -- - -- - -- - -- - -- - -
- - - - -
- - 1,736,961 - -
Page 19 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
64
Total Revenue Total Expenses Net Income Actual Student Enrollment
- -- -- -- -
1,736,961 - -1,557,188 - -
179,773 - -368 - -
Revised Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Original Budget
Revised Budget Variance
EXPENSES
ADMINISTRATIVE STAFF PERSONNEL COSTS
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff
TOTAL ADMINISTRATIVE STAFF
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other
TOTAL INSTRUCTIONAL
NON-INSTRUCTIONAL PERSONNEL COSTS Nurse Librarian Custodian Security Other
TOTAL NON-INSTRUCTIONAL
SUBTOTAL PERSONNEL SERVICE COSTS
PAYROLL TAXES AND BENEFITS Payroll Taxes Fringe / Employee Benefits Page 20
Avg. No. of Positions
-4.00 5.00
-1.00
-10.00
11.00 13.00
-6.00 4.00
-1.00
-35.00
------
45.00
- - -- 97,831 -- 69,341 -- - -- 21,931 -- - -
- - 189,104 - -
- 171,688 -- 211,100 -- - -- 75,000 -- 59,175 -- - -- 16,875 -- - -
- - 533,838 - -
- - -- - -- - -- - -- - -
- - - - -
- - 722,941 - -
- 64,030 -of - 68,679 -
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
Total Revenue Total Expenses Net Income Actual Student Enrollment
- -- -- -- -
1,736,961 - -1,557,188 - -
179,773 - -368 - -
Revised Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Original Budget
Revised Budget Variance
Retirement / Pension TOTAL PAYROLL TAXES AND BENEFITS
TOTAL PERSONNEL SERVICE COSTS
CONTRACTED SERVICES Accounting / Audit Legal Management Company Fee Nurse Services Food Service / School Lunch Payroll Services Special Ed Services Titlement Services (i.e. Title I) Other Purchased / Professional / Consulting
TOTAL CONTRACTED SERVICES
45.00
- 43,376 -- - 176,086 - -
- - 899,027 - -
- 147 -- - -- 211,512 -- - -- - -- 4,688 -- - -- - -- 4,377 -
- - 220,724 - -
Page 21 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
Page 22 of 64
Total Revenue Total Expenses Net Income Actual Student Enrollment
- -- -- -- -
1,736,961 - -1,557,188 - -
179,773 - -368 - -
Revised Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Original Budget
Revised Budget Variance
SCHOOL OPERATIONS Board Expenses Classroom / Teaching Supplies & Materials Special Ed Supplies & Materials Textbooks / Workbooks Supplies & Materials other Equipment / Furniture Telephone Technology Student Testing & Assessment Field Trips Transportation (student) Student Services - other Office Expense Staff Development Staff Recruitment Student Recruitment / Marketing School Meals / Lunch Travel (Staff) Fundraising Other
TOTAL SCHOOL OPERATIONS
FACILITY OPERATION & MAINTENANCE Insurance Janitorial Building and Land Rent / Lease / Facility Finance Interest Repairs & Maintenance Equipment / Furniture Security Utilities
TOTAL FACILITY OPERATION & MAINTENANCE
DEPRECIATION & AMORTIZATION RESERVES / CONTINGENCY DEFERRED RENT
- - -- 43,086 -- - -- - -- 36,499 -- 26,074 -- - -- 46,060 -- 4,569 -- 11,103 -- 1,175 -- 18,161 -- 27,535 -- 24,557 -- 4,606 -- 10,690 -- 50,515 -- 6,909 -- - -- 2,770 -
- - 314,309 - -
- 9,212 -- - -- 87 -- 15,394 -- - -- - -- - -
- - 24,693 - -
- 98,435 -- - -- - -
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
- - 1,557,188 - -
- - 179,773 - -
Total Revenue Total Expenses Net Income Actual Student Enrollment
TOTAL EXPENSES
NET INCOME
- - 1,736,961 - -- - 1,557,188 - -- - 179,773 - -- - 368 - -
4th Quarter - 4/1 - 6/30
Revised Budget Variance
Original Budget
Revised Budget Variance
Quarter - 1/1 - 3/31
Page 23 of 64�
3rd
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
368.5--------------
-
Total Revenue Total Expenses Net Income Actual Student Enrollment
- -- -- -- -
Quarter - 1/1 - 3/31 1,736,961 - -1,557,188 - -
179,773 - -368 - -
Revised Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Original Budget
Revised Budget Variance
ENROLLMENT - *School Districts Are Linked To Above Entries* Number of Districts:
NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Weighted Avg )
TOTAL ENROLLMENT
REVENUE PER PUPIL
EXPENSES PER PUPIL
- - 1 - -- - 368 - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - 368 - -
- - 4,714 - -
- - 4,226 - -
Page 24 of 64
Total Revenue Total Expenses Net Income Actual Student Enrollment
REVENUE REVENUES FROM STATE SOURCES
Per Pupil Revenue NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Weighted Avg )
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding) Special Education Revenue Grants
Stimulus
2018-19 Per Pupil Rate
15,307 ---------------
15,307
DYCD (Department of Youth and Community Development) Other�
NYC DoE Rental Assistance�Other�
TOTAL REVENUE FROM STATE SOURCES
REVENUE FROM FEDERAL FUNDING IDEA Special Needs�Title I�Title Funding - Other�School Food Service (Free Lunch)�Grants�
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL�Budget / Operating Plan
6,947,844 6,228,753
719,090
Original�Budget�
5,640,323 ---------------
5,640,323
914,352
--
190,504 --
6,745,180
-143,707
58,957 -
6,947,844 6,228,753
719,090
Total Year�
Revised�Budget�
5,640,323 ---------------
5,640,323
914,352
--
190,504 --
6,745,180
-143,707
58,957 -
Page 25 of 64
---
-
Variance
---------------
-
-
------
----
Original�Budget vs.�PY Budget�
5,640,323 ---------------
5,640,323
914,352
--
190,504 --
6,745,180
-143,707
58,957 -
6,947,844 (6,228,753)
719,090
2018-19�
6,947,844 (6,228,753)
719,090
VARIANCE Revised�
Budget vs.�PY Budget�
5,640,323 ---------------
5,640,323
914,352
--
190,504 --
6,745,180
-143,707
58,957 -
DESCRIPTION OF ASSUMPTIONS�
- - - - -- - - - -- - - - -
202,664 202,664 - 202,664 202,664
- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -
6,947,844 6,947,844 - 6,947,844 6,947,844
Total Revenue Total Expenses Net Income Actual Student Enrollment
Charter School Program (CSP) Planning & Implementation Other
Other TOTAL REVENUE FROM FEDERAL SOURCES
LOCAL and OTHER REVENUE Contributions and Donations Fundraising Erate Reimbursement Earnings on Investments Interest Income Food Service (Income from meals) Text Book OTHER
TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
6,947,844 6,947,844 - 6,947,844 6,947,844 6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Year VARIANCE
Original Budget
Revised Budget Variance
Original Budget vs. PY Budget
Revised Budget vs. PY Budget
DESCRIPTION OF ASSUMPTIONS
Page 26 of 64�
Page 27 of 64
- - - - -391,325 391,325 - (391,325) (391,325) 277,365 277,365 - (277,365) (277,365)
- - - - -87,725 87,725 - (87,725) (87,725)
- - - - -756,415 756,415 - (756,415) (756,415)
686,750 686,750 - (686,750) (686,750) 844,400 844,400 - (844,400) (844,400)
- - - - -300,000 300,000 - (300,000) (300,000) 236,700 236,700 - (236,700) (236,700)
- - - - -67,500 67,500 - (67,500) (67,500)
- - - - -2,135,350 2,135,350 - (2,135,350) (2,135,350)
- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -
2,891,765 2,891,765 - (2,891,765) (2,891,765)
256,121 256,121 - (256,121) (256,121) 274,718 274,718 - (274,718) (274,718)
Total Revenue Total Expenses Net Income Actual Student Enrollment
EXPENSES
ADMINISTRATIVE STAFF PERSONNEL COSTS Avg. No. of Positions
Executive Management -Instructional Management 4.00 Deans, Directors & Coordinators 5.00 CFO / Director of Finance -Operation / Business Manager 1.00 Administrative Staff -
TOTAL ADMINISTRATIVE STAFF 10.00
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular 11.00 Teachers - SPED 13.00 Substitute Teachers -Teaching Assistants 6.00 Specialty Teachers 4.00 Aides -Therapists & Counselors 1.00 Other -
TOTAL INSTRUCTIONAL 35.00
NON-INSTRUCTIONAL PERSONNEL COSTS Nurse -Librarian -Custodian -Security -Other -
TOTAL NON-INSTRUCTIONAL -
SUBTOTAL PERSONNEL SERVICE COSTS 45.00
PAYROLL TAXES AND BENEFITS Payroll Taxes Fringe / Employee Benefits
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
6,947,844 6,947,844 - 6,947,844 6,947,844 6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Year VARIANCE
Original Budget
Revised Budget Variance
Original Budget vs. PY Budget
Revised Budget vs. PY Budget
DESCRIPTION OF ASSUMPTIONS
Page 28 of 64
173,506 173,506 - (173,506) (173,506) 704,344 704,344 - (704,344) (704,344)
3,596,109 3,596,109 - (3,596,109) (3,596,109)
589 589 - (589) (589) - - - - -
846,049 846,049 - (846,049) (846,049) - - - - -- - - - -
18,752 18,752 - (18,752) (18,752) - - - - -- - - - -
17,507 17,507 - (17,507) (17,507) 882,897 882,897 - (882,897) (882,897)
Total Revenue Total Expenses Net Income Actual Student Enrollment
Retirement / Pension TOTAL PAYROLL TAXES AND BENEFITS
TOTAL PERSONNEL SERVICE COSTS 45.00
CONTRACTED SERVICES Accounting / Audit Legal Management Company Fee Nurse Services Food Service / School Lunch Payroll Services Special Ed Services Titlement Services (i.e. Title I) Other Purchased / Professional / Consulting
TOTAL CONTRACTED SERVICES
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
6,947,844 6,947,844 - 6,947,844 6,947,844 6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Year VARIANCE
Original Budget
Revised Budget Variance
Original Budget vs. PY Budget
Revised Budget vs. PY Budget
DESCRIPTION OF ASSUMPTIONS
Total Revenue Total Expenses Net Income Actual Student Enrollment
SCHOOL OPERATIONS Board Expenses Classroom / Teaching Supplies & Materials Special Ed Supplies & Materials Textbooks / Workbooks Supplies & Materials other Equipment / Furniture Telephone Technology Student Testing & Assessment Field Trips Transportation (student) Student Services - other Office Expense Staff Development Staff Recruitment Student Recruitment / Marketing School Meals / Lunch Travel (Staff) Fundraising Other
TOTAL SCHOOL OPERATIONS
FACILITY OPERATION & MAINTENANCE Insurance Janitorial Building and Land Rent / Lease / Facility Finance Interest Repairs & Maintenance Equipment / Furniture Security Utilities
TOTAL FACILITY OPERATION & MAINTENANCE
DEPRECIATION & AMORTIZATION RESERVES / CONTINGENCY DEFERRED RENT
6,947,844 6,228,753
719,090
Original�Budget�
-172,344
--
145,995 104,298
-184,240
18,275 44,412
4,702 72,643
110,140 98,227 18,424 42,760
202,059 27,636
-11,081
1,257,236
36,848 -
347 61,575
---
98,770
393,741 --
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL�Budget / Operating Plan
6,947,844 6,228,753
719,090
Total Year�
Revised�Budget�
-172,344
--
145,995 104,298
-184,240
18,275 44,412
4,702 72,643
110,140 98,227 18,424 42,760
202,059 27,636
-11,081
1,257,236
36,848 -
347 61,575
---
98,770
393,741 --Page 29 of 64
---
-
Variance
--------------------
--------
---
Original�Budget vs.�PY Budget�
-(172,344)
--
(145,995) (104,298)
-(184,240)
(18,275) (44,412)
(4,702) (72,643)
(110,140) (98,227) (18,424) (42,760)
(202,059) (27,636)
-(11,081)
(1,257,236)
(36,848) -
(347) (61,575)
---
(98,770)
(393,741) --
6,947,844 (6,228,753)
719,090
2018-19�
6,947,844 (6,228,753)
719,090
VARIANCE Revised�
Budget vs.�PY Budget�
-(172,344)
--
(145,995) (104,298)
-(184,240)
(18,275) (44,412)
(4,702) (72,643)
(110,140) (98,227) (18,424) (42,760)
(202,059) (27,636)
-(11,081)
(1,257,236)
(36,848) -
(347) (61,575)
---
(98,770)
(393,741) --
DESCRIPTION OF ASSUMPTIONS�
6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Revenue Total Expenses Net Income Actual Student Enrollment
TOTAL EXPENSES
NET INCOME
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
6,947,844 6,947,844 - 6,947,844 6,947,844 6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Year VARIANCE
Original Budget
Revised Budget Variance
Original Budget vs. PY Budget
Revised Budget vs. PY Budget
DESCRIPTION OF ASSUMPTIONS
Page 30 of 64�
368.5--------------
-
Total Revenue Total Expenses Net Income Actual Student Enrollment
ENROLLMENT - *School Districts Are Linked To Above Entries* Number of Districts:
NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Weighted Avg )
TOTAL ENROLLMENT
REVENUE PER PUPIL
EXPENSES PER PUPIL
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL�Budget / Operating Plan
2018-19
6,947,844 6,947,844 - 6,947,844 6,947,844 6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Year VARIANCE Original Revised
Original Revised Budget vs. Budget vs. Budget Budget Variance PY Budget PY Budget
DESCRIPTION OF ASSUMPTIONS�
Page 31 of 64
- 1/1 - 3/31
- - - - - - - -- - - - - - - -- - - - - - - -
- - - - - - - -- - - - - - - -- - - - - - - -
CASH FLOW ADJUSTMENTS OPERATING ACTIVITIES {enter descriptions below}
Example - Add Back Depreciation Other
Total Operating Activities INVESTMENT ACTIVITIES {enter descriptions below}
Example - Subtract Property and Equipment Expenditures Other
Total Investment Activities FINANCING ACTIVITIES {enter descriptions below}
Example - Add Expected Proceeds from a Loan or Line of Credit - - - - - - - -Other - - - - - - - -
Total Financing Activities - - - - - - - -
Total Cash Flow Adjustments - - - - - - - -
NET INCOME - 179,773 - - 179,773 - - 179,773
Beginning Cash Balance - - - - 179,773 - - 359,545
ENDING CASH BALANCE - 179,773 - - 359,545 - - 539,318
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
Total Revenue - 1,736,961 - - 1,736,961 - - 1,736,961 Total Expenses - 1,557,188 - - 1,557,188 - - 1,557,188 Net Income - 179,773 - - 179,773 - - 179,773 Actual Student Enrollment - 368 - - 368 - - 368
Prior Year Actual 1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter 2017-18
Revenue Per Pupil
Original Budget
Revised Budget Variance
Original Budget
Revised Budget Variance
Original Budget
Page 32 of 64�
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILLBudget / Operating Plan
2018-19
3rd
- - - - -- - - - -- - - - -
- - - - -- - - - -- - - - -
- - - - -- - - - -- - - - -
- - - - -
- - 179,773 - -
- - 539,318 - -
- - 719,090 - -
Total Revenue Total Expenses Net Income Actual Student Enrollment
CASH FLOW ADJUSTMENTS OPERATING ACTIVITIES {enter descriptions below}
Example - Add Back Depreciation Other
Total Operating Activities INVESTMENT ACTIVITIES {enter descriptions below}
Example - Subtract Property and Equipment Expenditures Other
Total Investment Activities FINANCING ACTIVITIES {enter descriptions below}
Example - Add Expected Proceeds from a Loan or Line of Credit Other
Total Financing Activities
Total Cash Flow Adjustments
NET INCOME
Beginning Cash Balance
ENDING CASH BALANCE
- - 1,736,961 - -- - 1,557,188 - -- - 179,773 - -- - 368 - -
4th Quarter - 4/1 - 6/30
Revised Budget Variance
Original Budget
Revised Budget Variance
Quarter - 1/1 - 3/31
Page 33 of 64�
- - - - -- - - - -- - - - -
- - - - -- - - - -- - - - -
- - - - -- - - - -- - - - -
- - - - -
719,090 719,090 - 719,090 719,090
- - - - -
719,090 719,090 - 719,090 719,090
Total Revenue Total Expenses Net Income Actual Student Enrollment
CASH FLOW ADJUSTMENTS OPERATING ACTIVITIES {enter descriptions below}
Example - Add Back Depreciation Other
Total Operating Activities INVESTMENT ACTIVITIES {enter descriptions below}
Example - Subtract Property and Equipment Expenditures Other
Total Investment Activities FINANCING ACTIVITIES {enter descriptions below}
Example - Add Expected Proceeds from a Loan or Line of Credit Other
Total Financing Activities
Total Cash Flow Adjustments
NET INCOME
Beginning Cash Balance
ENDING CASH BALANCE
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL Budget / Operating Plan
2018-19
6,947,844 6,947,844 - 6,947,844 6,947,844 6,228,753 6,228,753 - (6,228,753) (6,228,753)
719,090 719,090 - 719,090 719,090
Total Year VARIANCE
Original Budget
Revised Budget Variance
Original Budget vs. PY Budget
Revised Budget vs. PY Budget
DESCRIPTION OF ASSUMPTIONS
Page 34 of 64�
BALANCE SHEET
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL�
2018-19
Prior Year
2017-18 ASSETS
CURRENT ASSETS
DO NOT ENTER BALANCE SHEET DATA ON THIS TEMPLATE
Balance sheet data should for the Ed Corp: Success Academy Charter Schools -NYC (Combined)
should be entered on the template for Success Academy Charter School -Harlem 3.
Cash and cash equivalents Grants and contracts receivable Accounts receivables Prepaid Expenses Contributions and other receivables
TOTAL CURRENT ASSETS -
PROPERTY, BUILDING AND EQUIPMENT, net -
OTHER ASSETS -
TOTAL ASSETS -
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES Accounts payable and accrued expenses Accrued payroll and benefits Deferred Revenue Current maturities of long-term debt Short Term Debt - Bonds, Notes Payable Other
TOTAL CURRENT LIABILITIES -
LONG-TERM DEBT and NOTES PAYABLE, net current maturities -
TOTAL LIABILITIES -
NET ASSETS Unrestricted Temporarily restricted
TOTAL NET ASSETS -
TOTAL LIABILITIES AND NET ASSETS -
Q1
As of 9/30
-
-
-
-
-
-
Q2
As of 12/31
-
-
-
-
-
-
Q3
As of 3/31
-
-
-
-
-
-
Q4
As of 6/30
-
-
-
-
-
-
- - - -
- - - -
- - - -
--
- - - - -- - - - -- - - - -- - - - -- - - - -
- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -
- - - -- - - -
Page 35 of 64
- COBBLE HILL
- 1/1 - 3/31
SUCCESS ACADEMY CHARTER SCHOOL Budget / Operating Plan
2018-19 Total Revenue - 1,736,961 - - 1,736,961 - -Total Expenses Net Income Actual Student Enrollment
---
1,557,188 179,773
368
---
---
1,557,188 179,773
368
---
---
1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed Current Current
Actual Budget Variance Actual Budget Variance Actual
REVENUE REVENUES FROM STATE SOURCES 2018-19
Per Pupil Revenue Per Pupil Rate
Page 36 of 64
NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Count = 0 )
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding) Special Education Revenue
15,307 ---------------
15,307
1,410,081 - 1,410,081 -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -
- 1,410,081 - - 1,410,081 - -228,588 - 228,588 -
Grants Stimulus DYCD (Department of Youth and Community Development) Other
NYC DoE Rental Assistance Other
TOTAL REVENUE FROM STATE SOURCES
- - - -- - - -
47,626 - 47,626 -- - - -- - - -
- 1,686,295 - - 1,686,295 - -
REVENUE FROM FEDERAL FUNDING IDEA Special Needs Title I Title Funding - Other School Food Service (Free Lunch)
- - - -35,927 - 35,927 -14,739 - 14,739 -
- - - -Grants
Charter School Program (CSP) Planning & Implementation Other
- - - -- - - -
- COBBLE HILL
- 1/1 - 3/31
SUCCESS ACADEMY CHARTER SCHOOL Budget / Operating Plan
2018-19�
- - - -- - - -- - - -- - - -- - - -- - - -- - - --
Other - - - -TOTAL REVENUE FROM FEDERAL SOURCES - 50,666 - - 50,666 - -
LOCAL and OTHER REVENUE Contributions and Donations Fundraising Erate Reimbursement Earnings on Investments Interest Income Food Service (Income from meals) Text Book OTHER
TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE - 1,736,961
- - -- - - - - - -
- - 1,736,961 - -
Total Revenue - 1,736,961 - - 1,736,961 - -Total Expenses - 1,557,188 - - 1,557,188 - -Net Income - 179,773 - - 179,773 - -Actual Student Enrollment - 368 - - 368 - -
1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed
Actual Current Budget Variance Actual
Current Budget Variance Actual
Page 37 of 64�
- COBBLE HILL
- 1/1 - 3/31
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 -- 1,557,188 -- 179,773 -- 368 -
SUCCESS ACADEMY CHARTER SCHOOL Budget / Operating Plan
2018-19 - 1,736,961 - -- 1,557,188 - -- 179,773 - -- 368 - -
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
EXPENSES Quarter 0 ADMINISTRATIVE STAFF PERSONNEL COSTS No. of Positions
1st Quarter - 7/1 - 9/30
Actual Current Budget Variance
2nd Quarter - 10/1 - 12/31 3rd Quarter
Actual Current Budget Variance Actual
-------
- - - -97,831 - 97,831 -69,341 - 69,341 -
- - - -21,931 - 21,931 -
- - - -- 189,104 - - 189,104 - -
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff
TOTAL ADMINISTRATIVE STAFF
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other
TOTAL INSTRUCTIONAL
---------
171,688 - 171,688 -211,100 - 211,100 -
- - - -75,000 - 75,000 -59,175 - 59,175 -
- - - -16,875 - 16,875 -
- - - -- 533,838 - - 533,838 - -
NON-INSTRUCTIONAL PERSONNEL COSTS Nurse Librarian Custodian Security Other
TOTAL NON-INSTRUCTIONAL
------
- - - -- - - -- - - -- - - -- - - -
- - - - - - -
- 722,941 - - 722,941 - -SUBTOTAL PERSONNEL SERVICE COSTS -
PAYROLL TAXES AND BENEFITS Payroll Taxes Fringe / Employee Benefits Retirement / Pension
TOTAL PAYROLL TAXES AND BENEFITS
64,030 - 64,030 -68,679 - 68,679 -43,376 - 43,376 -
- 176,086 - - 176,086 - -
TOTAL PERSONNEL SERVICE COSTS - - 899,027 - - 899,027 - -Page 38 of 64
- COBBLE HILL
- 1/1 - 3/31
SUCCESS ACADEMY CHARTER SCHOOL�Budget / Operating Plan�
2018-19�
CONTRACTED SERVICES Accounting / Audit 147 - 147 -Legal - - - -Management Company Fee 211,512 - 211,512 -Nurse Services - - - -Food Service / School Lunch - - - -Payroll Services 4,688 - 4,688 -Special Ed Services - - - -Titlement Services (i.e. Title I) - - - -Other Purchased / Professional / Consulting 4,377 - 4,377 -
TOTAL CONTRACTED SERVICES - 220,724 - - 220,724 - -
Total Revenue - 1,736,961 - - 1,736,961 - -Total Expenses - 1,557,188 - - 1,557,188 - -Net Income - 179,773 - - 179,773 - -Actual Student Enrollment - 368 - - 368 - -
1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed
Actual Current Budget Variance Actual
Current Budget Variance Actual
Page 39 of 64�
- COBBLE HILL
- 1/1 - 3/31
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 -- 1,557,188 -- 179,773 -- 368 -
SUCCESS ACADEMY CHARTER SCHOOL Budget / Operating Plan
2018-19 - 1,736,961 - -- 1,557,188 - -- 179,773 - -- 368 - -
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
1st Quarter - 7/1 - 9/30
Actual Current Budget Variance
2nd Quarter - 10/1 - 12/31 3rd Quarter
Actual Current Budget Variance Actual
SCHOOL OPERATIONS Board Expenses Classroom / Teaching Supplies & Materials Special Ed Supplies & Materials Textbooks / Workbooks Supplies & Materials other Equipment / Furniture Telephone Technology Student Testing & Assessment Field Trips Transportation (student) Student Services - other Office Expense Staff Development Staff Recruitment Student Recruitment / Marketing School Meals / Lunch Travel (Staff) Fundraising Other
TOTAL SCHOOL OPERATIONS
- - - -43,086 - 43,086 -
- - - -- - - -
36,499 - 36,499 -26,074 - 26,074 -
- - - -46,060 - 46,060 -
4,569 - 4,569 -11,103 - 11,103 -
1,175 - 1,175 -18,161 - 18,161 -27,535 - 27,535 -24,557 - 24,557 -
4,606 - 4,606 -10,690 - 10,690 -50,515 - 50,515 -
6,909 - 6,909 -- - - -
2,770 - 2,770 -- 314,309 - - 314,309 - -
FACILITY OPERATION & MAINTENANCE Insurance Janitorial Building and Land Rent / Lease / Facility Finance Interest Repairs & Maintenance Equipment / Furniture Security Utilities
TOTAL FACILITY OPERATION & MAINTENANCE
9,212 - 9,212 -- - - -
87 - 87 -15,394 - 15,394 -
- - - -- - - -- - - -
- 24,693 - - 24,693 - -
DEPRECIATION & AMORTIZATION RESERVES / CONTINGENCY DEFERRED RENT
98,435 - 98,435 -- - - -- - - -
Page 40 of 64
- COBBLE HILL
- 1/1 - 3/31
SUCCESS ACADEMY CHARTER SCHOOL�Budget / Operating Plan�
2018-19�
TOTAL EXPENSES - 1,557,188 - - 1,557,188 - -
NET INCOME - 179,773 - - 179,773 - -
Total Revenue - 1,736,961 - - 1,736,961 - -Total Expenses - 1,557,188 - - 1,557,188 - -Net Income - 179,773 - - 179,773 - -Actual Student Enrollment - 368 - - 368 - -
1st Quarter - 7/1 - 9/30 2nd Quarter - 10/1 - 12/31 3rd Quarter *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed
Actual Current Budget Variance Actual
Current Budget Variance Actual
Page 41 of 64�
- COBBLE HILL
- 1/1 - 3/31
- 1/1 - 3/31
Total Revenue Total Expenses Net Income Actual Student Enrollment
- 1,736,961 -- 1,557,188 -- 179,773 -- 368 -
SUCCESS ACADEMY CHARTER SCHOOL Budget / Operating Plan
2018-19
2018-19
- 1,736,961 - -- 1,557,188 - -- 179,773 - -- 368 - -3rd Quarter
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
1st Quarter - 7/1 - 9/30
Actual Current Budget Variance
2nd Quarter - 10/1 - 12/31 3rd Quarter
Actual Current Budget Variance Actual
ENROLLMENT - *School Districts Are Linked To Above Entries* NYC CHANCELLOR'S OFFICE - 368 - - 368 - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -- - - - - - - -ALL OTHER School Districts: ( Count = 0 ) - - - - - - -
TOTAL ENROLLMENT - 368 - - 368 - -
REVENUE PER PUPIL - 4,714 - - 4,714 - -
EXPENSES PER PUPIL - 4,226 - - 4,226 - -
Page 42 of 64
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
Page 43 of 64
1,736,961 - - 1,736,961 -1,557,188 - - 1,557,188 -
179,773 - - 179,773 -368 - - 368 -
4th Quarter - 4/1 - 6/30
Current Budget Variance Actual
Current Budget Variance
1,410,081 - 1,410,081 -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -
1,410,081 - - 1,410,081 -228,588 - 228,588 -
- - - -- - - -
47,626 - 47,626 -- - - -- - - -
1,686,295 - - 1,686,295 -
- - - -35,927 - 35,927 -14,739 - 14,739 -
- - - -
- - - -- - - -
SCHOOL - COBBLE HILL Plan
Quarter - 1/1 - 3/31
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
REVENUE REVENUES FROM STATE SOURCES 2018-19
Per Pupil Revenue Per Pupil Rate NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Count = 0 )
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding) Special Education Revenue Grants
Stimulus DYCD (Department of Youth and Community Development) Other
NYC DoE Rental Assistance Other
TOTAL REVENUE FROM STATE SOURCES
REVENUE FROM FEDERAL FUNDING IDEA Special Needs Title I Title Funding - Other School Food Service (Free Lunch) Grants
Charter School Program (CSP) Planning & Implementation Other
15,307 ---------------
15,307
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
- - - -50,666 - - 50,666 -
- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - -- - - - -
1,736,961 - - 1,736,961 -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
Other TOTAL REVENUE FROM FEDERAL SOURCES
LOCAL and OTHER REVENUE Contributions and Donations Fundraising Erate Reimbursement Earnings on Investments Interest Income Food Service (Income from meals) Text Book OTHER
TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE
1,736,961 - - 1,736,961 -1,557,188 - - 1,557,188 -
179,773 - - 179,773 -368 - - 368 -
4th Quarter - 4/1 - 6/30
Current Budget Variance Actual
Current Budget Variance
SCHOOL - COBBLE HILL Plan
Quarter - 1/1 - 3/31
Page 44 of 64�
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
SCHOOL - COBBLE HILL Plan
Total Revenue 1,736,961 - - 1,736,961 -Total Expenses 1,557,188 - - 1,557,188 -Net Income 179,773 - - 179,773 -Actual Student Enrollment 368 - - 368 -
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30 *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed Current Current Budget Variance Actual Budget Variance
EXPENSES Quarter 0 ADMINISTRATIVE STAFF PERSONNEL COSTS No. of Positions
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff
TOTAL ADMINISTRATIVE STAFF
-------
- - - -97,831 - 97,831 -69,341 - 69,341 -
- - - -21,931 - 21,931 -
- - - -189,104 - - 189,104 -
171,688 - 171,688 -211,100 - 211,100 -
- - - -75,000 - 75,000 -59,175 - 59,175 -
- - - -16,875 - 16,875 -
- - - -533,838 - - 533,838 -
- - - -- - - -- - - -- - - -- - - -- - - - -
722,941 - - 722,941 -
64,030 - 64,030 -68,679 - 68,679 -43,376 - 43,376 -
176,086 - - 176,086 -
899,027 - - 899,027 -
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other
TOTAL INSTRUCTIONAL
---------
NON-INSTRUCTIONAL PERSONNEL COSTS Nurse�Librarian�Custodian�Security�Other�
TOTAL NON-INSTRUCTIONAL
------
SUBTOTAL PERSONNEL SERVICE COSTS -
PAYROLL TAXES AND BENEFITS Payroll Taxes Fringe / Employee Benefits Retirement / Pension
TOTAL PAYROLL TAXES AND BENEFITS
TOTAL PERSONNEL SERVICE COSTS Page 45 of 64
-
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
147 - 147 -- - - -
211,512 - 211,512 -- - - -- - - -
4,688 - 4,688 -- - - -- - - -
4,377 - 4,377 -220,724 - - 220,724 -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
CONTRACTED SERVICES Accounting / Audit Legal Management Company Fee Nurse Services Food Service / School Lunch Payroll Services Special Ed Services Titlement Services (i.e. Title I) Other Purchased / Professional / Consulting
TOTAL CONTRACTED SERVICES
1,736,961 - - 1,736,961 -1,557,188 - - 1,557,188 -
179,773 - - 179,773 -368 - - 368 -
4th Quarter - 4/1 - 6/30
Current Budget Variance Actual
Current Budget Variance
SCHOOL - COBBLE HILL Plan
Quarter - 1/1 - 3/31
SCHOOL - COBBLE HILL Plan
Page 46 of 64�
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
SCHOOL - COBBLE HILL Plan
Total Revenue 1,736,961 - - 1,736,961 -Total Expenses 1,557,188 - - 1,557,188 -Net Income 179,773 - - 179,773 -Actual Student Enrollment 368 - - 368 -
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30 *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed Current Current Budget Variance Actual Budget Variance
SCHOOL OPERATIONS Board Expenses - - - -Classroom / Teaching Supplies & Materials 43,086 - 43,086 -Special Ed Supplies & Materials - - - -Textbooks / Workbooks - - - -Supplies & Materials other 36,499 - 36,499 -Equipment / Furniture 26,074 - 26,074 -Telephone - - - -Technology 46,060 - 46,060 -Student Testing & Assessment 4,569 - 4,569 -Field Trips 11,103 - 11,103 -Transportation (student) 1,175 - 1,175 -Student Services - other 18,161 - 18,161 -Office Expense 27,535 - 27,535 -Staff Development 24,557 - 24,557 -Staff Recruitment 4,606 - 4,606 -Student Recruitment / Marketing 10,690 - 10,690 -School Meals / Lunch 50,515 - 50,515 -Travel (Staff) 6,909 - 6,909 -Fundraising - - - -Other 2,770 - 2,770 -
TOTAL SCHOOL OPERATIONS 314,309 - - 314,309 -
FACILITY OPERATION & MAINTENANCE Insurance 9,212 - 9,212 -Janitorial - - - -Building and Land Rent / Lease / Facility Finance Interest 87 - 87 -Repairs & Maintenance 15,394 - 15,394 -Equipment / Furniture - - - -Security - - - -Utilities - - - -
TOTAL FACILITY OPERATION & MAINTENANCE 24,693 - - 24,693 -
DEPRECIATION & AMORTIZATION 98,435 - 98,435 -RESERVES / CONTINGENCY - - - -DEFERRED RENT - - - -
Page 47 of 64
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
1,557,188 - - 1,557,188 -
179,773 - - 179,773 -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
TOTAL EXPENSES
NET INCOME
1,736,961 - - 1,736,961 -1,557,188 - - 1,557,188 -
179,773 - - 179,773 -368 - - 368 -
4th Quarter - 4/1 - 6/30
Current Budget Variance Actual
Current Budget Variance
SCHOOL - COBBLE HILL Plan
Quarter - 1/1 - 3/31
SCHOOL - COBBLE HILL Plan
Quarter - 1/1 - 3/31
Page 48 of 64�
2018-19
3rd
SUCCESS ACADEMY CHARTERBudget / Operating
2018-19
3rd
SCHOOL - COBBLE HILL Plan
Total Revenue Total Expenses Net Income Actual Student Enrollment
1,736,961 1,557,188
179,773 368 Quarter - 1/1 - 3/31
----
----
1,736,961 1,557,188
179,773 368
----
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
Current Budget Variance
Quarter - 1/1 - 3/31 4th Quarter - 4/1 - 6/30
Actual Current Budget Variance
368 - - 368 -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -- - - - -
368 - - 368 -
4,714 - - 4,714 -
4,226 - - 4,226 -
ENROLLMENT - *School Districts Are Linked To Above Entries* NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Count = 0 )
TOTAL ENROLLMENT
REVENUE PER PUPIL
EXPENSES PER PUPIL
Page 49 of 64
HILL
445390
TY
23---------------
2352
--
04--
80
-0757
-
--
Page 50 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE Budget / Operating Plan
2018-19 - - - 6,947,844 (6,947,844) - - 6,947,8 - - - 6,228,753 6,228,753 - - 6,228,7 - - - 719,090 (719,090) - - 719,0 - - - - -
TOTALS AND VARIANCE ANALYSIS
Actual
Current Budget (Current Quarter)
Actual vs.
Current Budget
Current Budget - TY
Actual vs.
Current Budget TY
Original Budget (Current Quarter)
Actual vs.
Original Budget
Original Budget -
- - - 5,640,323 (5,640,323) - - 5,640,3 - - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - - - - -- - - 5,640,323 (5,640,323) - - 5,640,3 - - - 914,352 (914,352) - - 914,3
- - - - - - -- - - - - - -- - - 190,504 (190,504) - - 190,5 - - - - - - -- - - - - - -- - - 6,745,180 (6,745,180) - - 6,745,1
- - - - - - -- - - 143,707 (143,707) - - 143,7 - - - 58,957 (58,957) - - 58,9 - - - - - - -
- - - - - - -- - - - - - -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
REVENUE REVENUES FROM STATE SOURCES 2018-19
Per Pupil Revenue Per Pupil Rate NYC CHANCELLOR'S OFFICE 15,307 - -- -- -- -- -- -- -- -- -- -- -- -- -- -ALL OTHER School Districts: ( Count = 0 ) -
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding) 15,307 Special Education Revenue Grants
Stimulus DYCD (Department of Youth and Community Development) Other
NYC DoE Rental Assistance Other
TOTAL REVENUE FROM STATE SOURCES
REVENUE FROM FEDERAL FUNDING IDEA Special Needs Title I Title Funding - Other School Food Service (Free Lunch) Grants
Charter School Program (CSP) Planning & Implementation Other
-64
---------
44
HILL
445390
TY
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE Budget / Operating Plan
2018-19 Total Revenue - - - 6,947,844 (6,947,844) - - 6,947,8 Total Expenses - - - 6,228,753 6,228,753 - - 6,228,7 Net Income - - - 719,090 (719,090) - - 719,0 Actual Student Enrollment - - - - -
TOTALS AND VARIANCE ANALYSIS *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Current Actual Actual Original Actual
Analysis' Section is Based on LAST ACTUAL Quarter Completed Budget vs. Current vs. Budget vs. Original (Current Current Budget - TY Current (Current Original Budget -
Actual Quarter) Budget Budget TY Quarter) Budget Other - - - - - - -
- - - 202,664 (202,664) - - 202,6 TOTAL REVENUE FROM FEDERAL SOURCES
LOCAL and OTHER REVENUE Contributions and Donations - - - - - - -Fundraising - - - - - - -Erate Reimbursement - - - - - - -Earnings on Investments - - - - - - -Interest Income - - - - - - -Food Service (Income from meals) - - - - - - -Text Book - - - - - - -OTHER - - - - - - -
- - - - - - -TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE - - - 6,947,844 (6,947,844) - - 6,947,8
Page 51 of 64
-2565
-25
-15
5000
-0000
-00
-50
------
65
21180644
09
HILL
445390
TY
- - - - - - -- - - 391,325 391,325 - - 391,3 - - - 277,365 277,365 - - 277,3 - - - - - - -- - - 87,725 87,725 - - 87,7 - - - - - - -- - - 756,415 756,415 - - 756,4
686,7 844,4
300,0 236,7
67,5
2,135,3
2,891,7
256,1 274,7 173,5 704,3
3,596,1
-------
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
EXPENSES Quarter 0 ADMINISTRATIVE STAFF PERSONNEL COSTS No. of Positions
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff
TOTAL ADMINISTRATIVE STAFF
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE Budget / Operating Plan
2018-19 - - - 6,947,844 (6,947,844) - - 6,947,8 - - - 6,228,753 6,228,753 - - 6,228,7 - - - 719,090 (719,090) - - 719,0 - - - - -
TOTALS AND VARIANCE ANALYSIS
Actual
Current Budget (Current Quarter)
Actual vs.
Current Budget
Current Budget - TY
Actual vs.
Current Budget TY
Original Budget (Current Quarter)
Actual vs.
Original Budget
Original Budget -
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other
TOTAL INSTRUCTIONAL
---------
---------
---------
---------
686,750 844,400
-300,000 236,700
-67,500
-2,135,350
686,750 844,400
-300,000 236,700
-67,500
-2,135,350
---------
---------
NON-INSTRUCTIONAL PERSONNEL COSTS ------
Nurse�Librarian�Custodian�Security�Other�
TOTAL NON-INSTRUCTIONAL
------
------
------
------
------
------
------
- - - 2,891,765 2,891,765 - -SUBTOTAL PERSONNEL SERVICE COSTS -
PAYROLL TAXES AND BENEFITS - - - 256,121 256,121 - -Payroll Taxes
Fringe / Employee Benefits - - - 274,718 274,718 - -- - - 173,506 173,506 - -Retirement / Pension - - - 704,344 704,344 - -TOTAL PAYROLL TAXES AND BENEFITS
TOTAL PERSONNEL SERVICE COSTS - - - - 3,596,109 3,596,109 - -Page 52 of 64
89-
49--
52--
0797
HILL
445390
TY
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE Budget / Operating Plan
2018-19 Total Revenue - - - 6,947,844 (6,947,844) - - 6,947,8 Total Expenses - - - 6,228,753 6,228,753 - - 6,228,7 Net Income - - - 719,090 (719,090) - - 719,0 Actual Student Enrollment - - - - -
TOTALS AND VARIANCE ANALYSIS *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Current Actual Actual Original Actual
Analysis' Section is Based on LAST ACTUAL Quarter Completed Budget vs. Current vs. Budget vs. Original (Current Current Budget - TY Current (Current Original Budget -
Actual Quarter) Budget Budget TY Quarter) Budget CONTRACTED SERVICES
- - - 589 589 - -Legal Accounting / Audit
- - - - - - -Management Company Fee - - - 846,049 846,049 - - 846,0 Nurse Services - - - - - - -Food Service / School Lunch - - - - - - -Payroll Services - - - 18,752 18,752 - - 18,7 Special Ed Services - - - - - - -Titlement Services (i.e. Title I) - - - - - - -Other Purchased / Professional / Consulting - - - 17,507 17,507 - - 17,5
- - - 882,897 882,897 - - 882,8 TOTAL CONTRACTED SERVICES
Page 53 of 64
5
-44
--
9598
-4075120243402724605936
-8136
48-
4775
---
70
41--
HILL
445390
TY
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE Budget / Operating Plan
2018-19 Total Revenue - - - 6,947,844 (6,947,844) - - 6,947,8 Total Expenses - - - 6,228,753 6,228,753 - - 6,228,7 Net Income - - - 719,090 (719,090) - - 719,0 Actual Student Enrollment - - - - -
TOTALS AND VARIANCE ANALYSIS *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed Current Budget (Current
Actual vs.
Current Current
Budget - TY
Actual vs.
Current
Original Budget (Current
Actual vs.
Original Original
Budget -Actual Quarter) Budget Budget TY Quarter) Budget
SCHOOL OPERATIONS Board Expenses - - - - - - -Classroom / Teaching Supplies & Materials - - - 172,344 172,344 - - 172,3 Special Ed Supplies & Materials - - - - - - -Textbooks / Workbooks - - - - - - -Supplies & Materials other - - - 145,995 145,995 - - 145,9 Equipment / Furniture - - - 104,298 104,298 - - 104,2 Telephone - - - - - - -Technology - - - 184,240 184,240 - - 184,2 Student Testing & Assessment - - - 18,275 18,275 - - 18,2 Field Trips - - - 44,412 44,412 - - 44,4 Transportation (student) - - - 4,702 4,702 - - 4,7 Student Services - other - - - 72,643 72,643 - - 72,6 Office Expense - - - 110,140 110,140 - - 110,1 Staff Development - - - 98,227 98,227 - - 98,2 Staff Recruitment - - - 18,424 18,424 - - 18,4 Student Recruitment / Marketing - - - 42,760 42,760 - - 42,7 School Meals / Lunch - - - 202,059 202,059 - - 202,0 Travel (Staff) - - - 27,636 27,636 - - 27,6 Fundraising - - - - - - -Other - - - 11,081 11,081 - - 11,0
TOTAL SCHOOL OPERATIONS - - - 1,257,236 1,257,236 - - 1,257,2
FACILITY OPERATION & MAINTENANCE Insurance - - - 36,848 36,848 - - 36,8 Janitorial - - - - - - -Building and Land Rent / Lease / Facility Finance Interest - - - 347 347 - - 3 Repairs & Maintenance - - - 61,575 61,575 - - 61,5 Equipment / Furniture - - - - - - -Security - - - - - - -Utilities - - - - - - -
TOTAL FACILITY OPERATION & MAINTENANCE - - - 98,770 98,770 - - 98,7
DEPRECIATION & AMORTIZATION - - - 393,741 393,741 - - 393,7 RESERVES / CONTINGENCY - - - - - - -DEFERRED RENT - - - - - - -
Page 54 of 64
53
90
HILL
445390
TY
- - - 6,228,753 6,228,753 - - 6,228,7
- - - 719,090 (719,090) - - 719,0
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
TOTAL EXPENSES
NET INCOME
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE Budget / Operating Plan
2018-19 - - - 6,947,844 (6,947,844) - - 6,947,8 - - - 6,228,753 6,228,753 - - 6,228,7 - - - 719,090 (719,090) - - 719,0 - - - - -
TOTALS AND VARIANCE ANALYSIS
Actual
Current Budget (Current Quarter)
Actual vs.
Current Budget
Current Budget - TY
Actual vs.
Current Budget TY
Original Budget (Current Quarter)
Actual vs.
Original Budget
Original Budget -
Page 55 of 64�
HILL
445390
TY
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE 2018-19 Budget / Operating Plan
2018-19 Total Revenue - - - 6,947,844 (6,947,844) - - 6,947,8 Total Expenses - - - 6,228,753 6,228,753 - - 6,228,7 Net Income Actual Student Enrollment
--
--
--
719,090 (719,090) - -- -TOTALS AND VARIANCE ANALYSIS
719,0
TOTALS AND VARIANCE ANALYSIS *NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance
Analysis' Section is Based on LAST ACTUAL Quarter Completed Current Budget (Current
Actual vs.
Current Current
Budget - TY
Actual vs.
Current
Original Budget (Current
Actual vs.
Original Original
Budget -Actual Quarter) Budget Budget TY Quarter) Budget
ENROLLMENT - *School Districts Are Linked To Above Entries* * Enrollment Data Based on Last Actual Quarter Completed NYC CHANCELLOR'S OFFICE - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -- - - - - -ALL OTHER School Districts: ( Count = 0 ) - - - - -
TOTAL ENROLLMENT - - - - -
REVENUE PER PUPIL - - - - -
EXPENSES PER PUPIL - - - - -
Page 56 of 64
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
HILL�
Total Revenue Total Expenses Net Income Actual Student Enrollment
(6,947,844) 6,228,753 (719,090)
----
---
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
REVENUE REVENUES FROM STATE SOURCES 2018-19
Per Pupil Revenue Per Pupil Rate NYC CHANCELLOR'S OFFICE --------------ALL OTHER School Districts: ( Count = 0 )
TOTAL Per Pupil Revenue (Weighted Average Per Pupil Funding)
15,307 ---------------
15,307 Special Education Revenue Grants�
Stimulus�DYCD (Department of Youth and Community Development)�Other�
NYC DoE Rental Assistance Other
TOTAL REVENUE FROM STATE SOURCES
REVENUE FROM FEDERAL FUNDING IDEA Special Needs�Title I�Title Funding - Other�School Food Service (Free Lunch)�Grants�
Charter School Program (CSP) Planning & Implementation�Other�
Page 57 of 64
Actual�vs.�
Original�Budget TY�
(5,640,323) ---------------
(5,640,323) (914,352)
--
(190,504) --
(6,745,180)
-(143,707)
(58,957) -
--
PY Actual (PY TY / No. of
COMPLETED Actual CY Quarters
------------------
------
----
--
Actual CY�vs.�
Actual PY�
------------------
------
----
--
Quarters
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
HILL�
- - -(202,664) - -
- - -- - -- - -- - -- - -- - -- - -- - -- - -
(6,947,844) - -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
Other TOTAL REVENUE FROM FEDERAL SOURCES
LOCAL and OTHER REVENUE Contributions and Donations Fundraising Erate Reimbursement Earnings on Investments Interest Income Food Service (Income from meals) Text Book OTHER
TOTAL REVENUE FROM LOCAL and OTHER SOURCES
TOTAL REVENUE
(6,947,844) - -6,228,753 - -(719,090) - -
-
Actual vs.
Original Budget TY
PY Actual (PY TY / No. of
COMPLETED Actual CY
Actual CY vs.
Actual PY
Page 58 of 64�
Quarters
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
HILL�
Total Revenue Total Expenses Net Income Actual Student Enrollment
(6,947,844) - -6,228,753 - -(719,090) - -
-
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
EXPENSES Quarter 0 ADMINISTRATIVE STAFF PERSONNEL COSTS No. of Positions
Actual vs.
Original Budget TY
PY Actual (PY TY / No. of
COMPLETED Actual CY
Actual CY vs.
Actual PY
- - -391,325 - -277,365 - -
- - -87,725 - -
- - -756,415 - -
686,750 - -844,400 - -
- - -300,000 - -236,700 - -
- - -67,500 - -
- - -2,135,350 - -
- - -- - -- - -- - -- - -- - -
Executive Management Instructional Management Deans, Directors & Coordinators CFO / Director of Finance Operation / Business Manager Administrative Staff
TOTAL ADMINISTRATIVE STAFF
-------
INSTRUCTIONAL PERSONNEL COSTS Teachers - Regular Teachers - SPED Substitute Teachers Teaching Assistants Specialty Teachers Aides Therapists & Counselors Other
TOTAL INSTRUCTIONAL
---------
NON-INSTRUCTIONAL PERSONNEL COSTS Nurse�Librarian�Custodian�Security�Other�
TOTAL NON-INSTRUCTIONAL
------
2,891,765 - -
256,121 - -274,718 - -173,506 - -704,344 - -
3,596,109 - -
SUBTOTAL PERSONNEL SERVICE COSTS
PAYROLL TAXES AND BENEFITS Payroll Taxes Fringe / Employee Benefits Retirement / Pension
TOTAL PAYROLL TAXES AND BENEFITS
TOTAL PERSONNEL SERVICE COSTS Page 59 of 64
-
-
Quarters
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
HILL�
589 - -- - -
846,049 - -- - -- - -
18,752 - -- - -- - -
17,507 - -882,897 - -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
CONTRACTED SERVICES Accounting / Audit Legal Management Company Fee Nurse Services Food Service / School Lunch Payroll Services Special Ed Services Titlement Services (i.e. Title I) Other Purchased / Professional / Consulting
TOTAL CONTRACTED SERVICES
(6,947,844) - -6,228,753 - -(719,090) - -
-
Actual vs.
Original Budget TY
PY Actual (PY TY / No. of
COMPLETED Actual CY
Actual CY vs.
Actual PY
HILL
Page 60 of 64�
Quarters
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
HILL�
- - -172,344 - -
- - -- - -
145,995 - -104,298 - -
- - -184,240 - -
18,275 - -44,412 - -
4,702 - -72,643 - -
110,140 - -98,227 - -18,424 - -42,760 - -
202,059 - -27,636 - -
- - -11,081 - -
1,257,236 - -
36,848 - -- - -
347 - -61,575 - -
- - -- - -- - -
98,770 - -
393,741 - -- - -- - -
Total Revenue Total Expenses Net Income Actual Student Enrollment
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Analysis' Section is Based on LAST ACTUAL Quarter Completed
SCHOOL OPERATIONS Board Expenses Classroom / Teaching Supplies & Materials Special Ed Supplies & Materials Textbooks / Workbooks Supplies & Materials other Equipment / Furniture Telephone Technology Student Testing & Assessment Field Trips Transportation (student) Student Services - other Office Expense Staff Development Staff Recruitment Student Recruitment / Marketing School Meals / Lunch Travel (Staff) Fundraising Other
TOTAL SCHOOL OPERATIONS
FACILITY OPERATION & MAINTENANCE Insurance Janitorial Building and Land Rent / Lease / Facility Finance Interest Repairs & Maintenance Equipment / Furniture Security Utilities
TOTAL FACILITY OPERATION & MAINTENANCE
DEPRECIATION & AMORTIZATION RESERVES / CONTINGENCY DEFERRED RENT
(6,947,844) - -6,228,753 - -(719,090) - -
-
Actual vs.
Original Budget TY
PY Actual (PY TY / No. of
COMPLETED Actual CY
Actual CY vs.
Actual PY
Page 61 of 64�
Quarters
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
- -
HILL�
HILL Total Revenue (6,947,844) - -Total Expenses 6,228,753 - -Net Income (719,090) - -Actual Student Enrollment -
Actual PY Actual (PY TY Analysis' Section is Based on LAST ACTUAL Quarter Completed
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance vs. / No. of Actual CY
Original COMPLETED vs. Budget TY Actual CY Actual PY
TOTAL EXPENSES 6,228,753
NET INCOME (719,090) - -
Page 62 of 64
Quarters
2018-19
TOTALS AND VARIANCE ANALYSIS
SUCCESS ACADEMY CHARTER SCHOOL - COBBLEBudget / Operating Plan
2018-19
TOTALS AND VARIANCE ANALYSIS
HILL ---
Total Revenue (6,947,844) - -Total Expenses 6,228,753 - -Net Income (719,090) - -Actual Student Enrollment -
*NOTE: Enrollment, Revenue and Expediture Data IN the 'Total and Variance Actual PY Actual (PY TY Analysis' Section is Based on LAST ACTUAL Quarter Completed vs. / No. of Actual CY
Original COMPLETED vs. Budget TY Actual CY Actual PY
ENROLLMENT - *School Districts Are Linked To Above Entries* NYC CHANCELLOR'S OFFICE - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -ALL OTHER School Districts: ( Count = 0 ) - -
TOTAL ENROLLMENT - -
REVENUE PER PUPIL - -
EXPENSES PER PUPIL - -
Page 63 of 64
Annual Report Requirement for SUNY Authorized Charter Schools
SUCCESS ACADEMY CHARTER SCHOOL - COBBLE HILL 2018-19
Administrative $0.00expenditures per pupil:
Per NYS Statute� Administrative expenditures per pupil: the sum of all general administration salaries and other general administration expenditures divided by the total number of enrolled students. Employee benefit costs or expenditures should not be reported here.
*NOTE: THIS TAB ONLY NEEDS TO BE COMPLETED FOR Q4
Page 64 of 64
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ 2/20/18#
# # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
andrew stone2. Trustee’s%name%(print):___________________________________________________________% %
n/a3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________% %
______________________________________________________________________________% % 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
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Identity#of#Person#Holding# Interest#or#Engaging#in#
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% % 10. Identify%each%individual,%business,%corporation,%union%association,%firm,%partnership,%committee%
proprietorship,% franchise%holding%company,% joint% stock% company,%business%or% real%estate% trust,% nonQprofit% organization,% or% other% organization% or% group% of% people% doing% business% with% the% education%corporation%and%in%which%such%entity,%during%the%preceding%school%year%(July%1%–%June% 30),%you%and/or%your%immediate%family%member(s)%had%a%financial%interest%or%other%relationship.%% If%you%are%a%member,%director,%officer%or%employee%of%an%organization%formally%partnered%with% the% education% corporation% that% is% doing% business% with% the% education% corporation% through% a% management%or% services% agreement,% you%need%not% list% every% transaction%between% such%entity% and%the%education%corporation%that%is%pursuant%to%such%agreement;%rather,%please%identify%only% the% name% of% the% entity,% your% position% in% the% entity% as% well% as% the% relationship% between% such% entity%and%the%education%corporation.%%If%there%was%no%financial%interest,%please%write#“None.”%%%
% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
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# % % % %andrew stone 02/20/2018andrew stone (Feb 20, 2018) _______________________________________________" " _____________________" Signature%% % % % % % % % Date% % % . . . . . Form.Revised.November.16,.2015. %
Page%2%of%2%
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ 02/20/18
# # # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
Brian T Levine2. Trustee’s%name%(print):___________________________________________________________% % 3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________%
% ______________________________________________________________________________%
% 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
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% % 10. Identify%each%individual,%business,%corporation,%union%association,%firm,%partnership,%committee%
proprietorship,% franchise%holding%company,% joint% stock% company,%business%or% real%estate% trust,% nonQprofit% organization,% or% other% organization% or% group% of% people% doing% business% with% the% education%corporation%and%in%which%such%entity,%during%the%preceding%school%year%(July%1%–%June% 30),%you%and/or%your%immediate%family%member(s)%had%a%financial%interest%or%other%relationship.%% If%you%are%a%member,%director,%officer%or%employee%of%an%organization%formally%partnered%with% the% education% corporation% that% is% doing% business% with% the% education% corporation% through% a% management%or% services% agreement,% you%need%not% list% every% transaction%between% such%entity% and%the%education%corporation%that%is%pursuant%to%such%agreement;%rather,%please%identify%only% the% name% of% the% entity,% your% position% in% the% entity% as% well% as% the% relationship% between% such% entity%and%the%education%corporation.%%If%there%was%no%financial%interest,%please%write#“None.”%%%
% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
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# % % % %Brian T Levine 02/20/2018Brian T Levine (Feb 20, 2018) _______________________________________________" " _____________________" Signature%% % % % % % % % Date% % % . . . . . Form.Revised.November.16,.2015. %
Page%2%of%2%
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ # # # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
Derrell Bradford2. Trustee’s%name%(print):___________________________________________________________% %
Trustee3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________% %
______________________________________________________________________________% % 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
participate#in#discussion)# #
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proprietorship,% franchise%holding%company,% joint% stock% company,%business%or% real%estate% trust,% nonQprofit% organization,% or% other% organization% or% group% of% people% doing% business% with% the% education%corporation%and%in%which%such%entity,%during%the%preceding%school%year%(July%1%–%June% 30),%you%and/or%your%immediate%family%member(s)%had%a%financial%interest%or%other%relationship.%% If%you%are%a%member,%director,%officer%or%employee%of%an%organization%formally%partnered%with% the% education% corporation% that% is% doing% business% with% the% education% corporation% through% a% management%or% services% agreement,% you%need%not% list% every% transaction%between% such%entity% and%the%education%corporation%that%is%pursuant%to%such%agreement;%rather,%please%identify%only% the% name% of% the% entity,% your% position% in% the% entity% as% well% as% the% relationship% between% such% entity%and%the%education%corporation.%%If%there%was%no%financial%interest,%please%write#“None.”%%%
% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
Name#of#Trustee#and/or# Immediate#Family#Holding#an#
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# % % % %Derrell Bradford 02/22/2018Derrell Bradford (Feb 22, 2018) _______________________________________________" " _____________________" Signature%% % % % % % % % Date% % % . . . . . Form.Revised.November.16,.2015. %
Page%2%of%2%
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ # # # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
Edwin Cespedes2. Trustee’s%name%(print):___________________________________________________________% % 3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________%
%Parent Representative______________________________________________________________________________%
% 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
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% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
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# % % % %Edwin Cespedes 02/24/2018Edwin Cespedes (Feb 24, 2018)_______________________________________________" " _____________________" Signature%% % % % % % % % Date% % %Edwin Cespedes.Edwin Cespedes (Feb 27, 2018)
.
.
.
. Form.Revised.November.16,.2015. %
Page%2%of%2%
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ # # # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
Gregory R. Sawers2. Trustee’s%name%(print):___________________________________________________________% %
Secretary3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________% %
______________________________________________________________________________% % 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
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% #
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# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
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# % % % %Gregory R. Sawers 02/22/2018Gregory R. Sawers (Feb 22, 2018)_______________________________________________" " _____________________" Signature%% % % % % % % % Date% % % . . . . . Form.Revised.November.16,.2015. %
Page%2%of%2%
# # # # #
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ 2/26/18
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
isela bahena2. Trustee’s%name%(print):___________________________________________________________% %
n/a3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________% %
______________________________________________________________________________% % 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% % 8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,%
please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
participate#in#discussion)# #
Identity#of#Person#Holding# Interest#or#Engaging#in#
Transaction#(e.g.,#you#and/or# immediate#family#member#
(name))#
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% % 10. Identify%each%individual,%business,%corporation,%union%association,%firm,%partnership,%committee%
proprietorship,% franchise%holding%company,% joint% stock% company,%business%or% real%estate% trust,% nonQprofit% organization,% or% other% organization% or% group% of% people% doing% business% with% the% education%corporation%and%in%which%such%entity,%during%the%preceding%school%year%(July%1%–%June% 30),%you%and/or%your%immediate%family%member(s)%had%a%financial%interest%or%other%relationship.%% If%you%are%a%member,%director,%officer%or%employee%of%an%organization%formally%partnered%with% the% education% corporation% that% is% doing% business% with% the% education% corporation% through% a% management%or% services% agreement,% you%need%not% list% every% transaction%between% such%entity% and%the%education%corporation%that%is%pursuant%to%such%agreement;%rather,%please%identify%only% the% name% of% the% entity,% your% position% in% the% entity% as% well% as% the% relationship% between% such% entity%and%the%education%corporation.%%If%there%was%no%financial%interest,%please%write#“None.”%%%
% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
Name#of#Trustee#and/or# Immediate#Family#Holding#an#
Interest#in#the#Entity# Conducting#Business#with#the# Education#Corporation#and# the#Nature#of#the#Interest#
Steps#Taken#to# Avoid#Conflict# of#Interest#
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%
nk . .
# % % % % _______________________________________________" Signature%% % % % % % % % %
isela bahena (Feb 26, 2018) " %
_____________________" Date%
02/26/2018
.
.
.
.
. Form.Revised.November.16,.2015. %
Page%2%of%2%
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ 2/23/18#
# # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
Lorenzo Smith III2. Trustee’s%name%(print):___________________________________________________________% %
Finance Committee3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________% %
______________________________________________________________________________% % 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
participate#in#discussion)# #
Identity#of#Person#Holding# Interest#or#Engaging#in#
Transaction#(e.g.,#you#and/or# immediate#family#member#
(name))#
%
% % % % % %
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% % 10. Identify%each%individual,%business,%corporation,%union%association,%firm,%partnership,%committee%
proprietorship,% franchise%holding%company,% joint% stock% company,%business%or% real%estate% trust,% nonQprofit% organization,% or% other% organization% or% group% of% people% doing% business% with% the% education%corporation%and%in%which%such%entity,%during%the%preceding%school%year%(July%1%–%June% 30),%you%and/or%your%immediate%family%member(s)%had%a%financial%interest%or%other%relationship.%% If%you%are%a%member,%director,%officer%or%employee%of%an%organization%formally%partnered%with% the% education% corporation% that% is% doing% business% with% the% education% corporation% through% a% management%or% services% agreement,% you%need%not% list% every% transaction%between% such%entity% and%the%education%corporation%that%is%pursuant%to%such%agreement;%rather,%please%identify%only% the% name% of% the% entity,% your% position% in% the% entity% as% well% as% the% relationship% between% such% entity%and%the%education%corporation.%%If%there%was%no%financial%interest,%please%write#“None.”%%%
% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
Name#of#Trustee#and/or# Immediate#Family#Holding#an#
Interest#in#the#Entity# Conducting#Business#with#the# Education#Corporation#and# the#Nature#of#the#Interest#
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# % % % %Lorenzo Smith III 02/23/2018Lorenzo Smith III (Feb 23, 2018) _______________________________________________" " _____________________" Signature%% % % % % % % % Date% % % . . . . . Form.Revised.November.16,.2015. %
Page%2%of%2%
FOR INSTITUTE USE ONLY
FILING FOR SCHOOL YEAR: __________________
DATE RECEIVED: _______ 03/26/2018
# # # # #
DISCLOSURE#OF#FINANCIAL#INTEREST# BY#A#NOT3FOR3PROFIT#CHARTER#SCHOOL# EDUCATION#CORPORATION#TRUSTEE#
# 1. Name%of%education%corporation:%%Success#Academy#Charter#Schools#–#NYC## %
Scott J. Friedman2. Trustee’s%name%(print):___________________________________________________________% %
Treasurer3. Position(s)%on%board,%if%any:%(e.g.,%chair,%treasurer,%committee%chair,%etc.):__________________% %
______________________________________________________________________________% % 4. Home%address:%%On%file%with%SUNY%Charter%Schools%Institute% # 5. Business%Address:%%On%file%with%SUNY%Charter%Schools%Institute% % 6. Daytime%phone:%%On%file%with%SUNY%Charter%Schools%Institute% % 7. EQmail:%%On%file%with%SUNY%Charter%Schools%Institute% %
✔8. Is%Trustee%an%employee%of%the%education%corporation?%%____Yes.%%____No.%%If%you%checked%yes,% please%provide%a%description%of%the%position%you%hold,%your%salary%and%your%start%date.%% _____________________________________________________________________________%
% 9. Identify%each% interest/transaction% (and%provide% the% requested% information)% that% you%or%any%of%
your%immediate%family%members%have%held%or%engaged%in%with%the%education%corporation%during% the%prior%school%year.% % If% there%has%been%no%such%financial% interest%or%transaction,%please%write# “None.”%%Please%note%that%if%you%answered%yes%to%Question%8,%you%need%not%disclose%again%your% employment%status,%salary,%etc.%
%
# Date(s)#
# Nature#of#Financial# Interest/Transaction#
# Steps#Taken#to#Avoid#a# Conflict#of#Interest,#(e.g.,# did#not#vote,#did#not#
participate#in#discussion)# #
Identity#of#Person#Holding# Interest#or#Engaging#in#
Transaction#(e.g.,#you#and/or# immediate#family#member#
(name))#
%
% % % % % %
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Page%1%of%2%
% % 10. Identify%each%individual,%business,%corporation,%union%association,%firm,%partnership,%committee%
proprietorship,% franchise%holding%company,% joint% stock% company,%business%or% real%estate% trust,% nonQprofit% organization,% or% other% organization% or% group% of% people% doing% business% with% the% education%corporation%and%in%which%such%entity,%during%the%preceding%school%year%(July%1%–%June% 30),%you%and/or%your%immediate%family%member(s)%had%a%financial%interest%or%other%relationship.%% If%you%are%a%member,%director,%officer%or%employee%of%an%organization%formally%partnered%with% the% education% corporation% that% is% doing% business% with% the% education% corporation% through% a% management%or% services% agreement,% you%need%not% list% every% transaction%between% such%entity% and%the%education%corporation%that%is%pursuant%to%such%agreement;%rather,%please%identify%only% the% name% of% the% entity,% your% position% in% the% entity% as% well% as% the% relationship% between% such% entity%and%the%education%corporation.%%If%there%was%no%financial%interest,%please%write#“None.”%%%
% #
Entity# Conducting# Business#with# the#Education# Corporation%
# Nature#of# Business# Conducted#
# Approximate# Value#of#the# Business# Conducted#
Name#of#Trustee#and/or# Immediate#Family#Holding#an#
Interest#in#the#Entity# Conducting#Business#with#the# Education#Corporation#and# the#Nature#of#the#Interest#
Steps#Taken#to# Avoid#Conflict# of#Interest#
%
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# % % % %Scott J. Friedman 03/26/2018Scott J. Friedman (Mar 26, 2018) _______________________________________________" " _____________________" Signature%% % % % % % % % Date% % % . . . . . Form.Revised.November.16,.2015. %
Page%2%of%2%
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EconomicallyDisadvantaged
•Advertisements,flyers,and/ormarketingmaterialspostedinlocalnewspapers,supermarkets,communitycenters,and/orapartmentcomplexes,and/or•OpenhousesattheSchoolsandinformationalsessionshostedatpublicandprivatevenuesfrequentedbyfamiliesofyoungchildren,includingdaycareandnurseryschools.
SuccessAcademy’soutreachprocessensuresenrollmentofstudentswhoqualifyforthefederalFreeandReducedPriceLunchprogram(“FRPL”).OutreachtofamilieswholikelyhaveFRPL-eligiblechildrenincludesflyersandapplicationsdeliveredtopublichousingapartmentcomplexes,informationsessionsincommunitycenters,andotherstrategieslistedabove.
EachSchooloffersabreakfast,snack(oneormoretimesperday),andlunchprogramtoallofitsstudentsfreeofcharge.TheSchools’leadershipandstaffalsoworkhardtohelpensurethatchallengesinthehomedonotimpactstudentlearningorpreventstudentsfromreceivingatop-notcheducation.TheseeffortsgoalongwaytowardensuringthatstudentswhoareeligibleforfreeandreducedpricelunchhaveanopportunitytoaccesstheeducationalprogramsofferedattheSchools."
•Advertisements,flyers,and/ormarketingmaterialspostedinlocalnewspapers,supermarkets,communitycenters,and/orapartmentcomplexes,and/or•OpenhousesattheSchoolsandinformationalsessionshostedatpublicandprivatevenuesfrequentedbyfamiliesofyoungchildren,includingdaycareandnurseryschools.
SuccessAcademy’soutreachprocessensuresenrollmentofstudentswhoqualifyforthefederalFreeandReducedPriceLunchprogram(“FRPL”).OutreachtofamilieswholikelyhaveFRPL-eligiblechildrenincludesflyersandapplicationsdeliveredtopublichousingapartmentcomplexes,informationsessionsincommunitycenters,andotherstrategieslistedabove.
EachSchooloffersabreakfast,snack(oneormoretimesperday),andlunchprogramtoallofitsstudentsfreeofcharge.TheSchools’leadershipandstaffalsoworkhardtohelpensurethatchallengesinthehomedonotimpactstudentlearningorpreventstudentsfromreceivingatop-notcheducation.TheseeffortsgoalongwaytowardensuringthatstudentswhoareeligibleforfreeandreducedpricelunchhaveanopportunitytoaccesstheeducationalprogramsofferedattheSchools."
EnglishLanguageLearners
Seeabove.Inaddition,SuccessAcademyCharterSchoolsrecentlyreinstatedalotterypreferenceforELLstudentsinitsadmissionspolicy.SuccessAcademy’sfocusonrobustoutreachanditshighlysuccessfulprogramsforenrolledELLstudentsalsoservetoattractandretainELLstudents.
Seeabove.Inaddition,SuccessAcademyCharterSchoolsrecentlyreinstatedalotterypreferenceforELLstudentsinitsadmissionspolicy.SuccessAcademy’sfocusonrobustoutreachanditshighlysuccessfulprogramsforenrolledELLstudentsalsoservetoattractandretainELLstudents.
StudentswithDisabilities
Seeabove.Inaddition,allSuccessAcademyschoolsarecommittedtoservingchildrenwithdisabilities.TheSchoolsseektoattractallstudents,includingspecialeducationstudents,bydirectingadvertisingandotherrecruitmenteffortsatabroadrangeofneighborhoods,pre-schoolprograms,andcommunitycentersthatservebothspecialeducationandnon-specialeducationstudents.Also,allschoolsoperatedbySuccessAcademyhavedetailedplansforservingstudentswithspecialeducation
Seeabove.Inaddition,allSuccessAcademyschoolsarecommittedtoservingchildrenwithdisabilities.TheSchoolsseektoattractallstudents,includingspecialeducationstudents,bydirectingadvertisingandotherrecruitmenteffortsatabroadrangeofneighborhoods,pre-schoolprograms,andcommunitycentersthatservebothspecialeducationandnon-specialeducationstudents.Also,allschoolsoperatedbySuccessAcademyhavedetailedplansforservingstudentswithspecialeducation
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needsoncetheyareenrolled.Throughtheseoutreachandserviceefforts,eachSchoolseekstoensurethatenrollmentandretentionratesarecomparabletothoseofschoolswithinitsrespectiveCSDand/orthedistrict.
needsoncetheyareenrolled.Throughtheseoutreachandserviceefforts,eachSchoolseekstoensurethatenrollmentandretentionratesarecomparabletothoseofschoolswithinitsrespectiveCSDand/orthedistrict.
RetentionEffortsTowardMeetingTargets
DescribeRetentionEffortsin2017-18 DescribeRetentionPlansin2018-19)
EconomicallyDisadvantaged
TheSchoolsworktoretainalloftheirstudentsthroughthestrengthoftheirprograms,theirinspiringschoolculture,theireffortstomeetstudents’individualneeds,andthroughopencommunicationlineswithparents.Also,eachSchooloffersabreakfast,snack(oneormoretimesperday),andlunchprogramtoallofitsstudentsfreeofcharge.TheSchools’leadershipandstaffalsoworkhardtohelpensurethatchallengesinthehomedonotimpactstudentlearningorpreventstudentsfromreceivingatop-notcheducation.TheseeffortsgoalongwaytowardensuringthatstudentswhoareeligibleforfreeandreducedpricelunchhaveanopportunitytoaccesstheeducationalprogramsofferedattheSchools.
TheSchoolsworktoretainalloftheirstudentsthroughthestrengthoftheirprograms,theirinspiringschoolculture,theireffortstomeetstudents’individualneeds,andthroughopencommunicationlineswithparents.Also,eachSchooloffersabreakfast,snack(oneormoretimesperday),andlunchprogramtoallofitsstudentsfreeofcharge.TheSchools’leadershipandstaffalsoworkhardtohelpensurethatchallengesinthehomedonotimpactstudentlearningorpreventstudentsfromreceivingatop-notcheducation.TheseeffortsgoalongwaytowardensuringthatstudentswhoareeligibleforfreeandreducedpricelunchhaveanopportunitytoaccesstheeducationalprogramsofferedattheSchools.
EnglishLanguageLearners
TheSchoolsworktoretainalloftheirstudentsthroughthestrengthoftheirprograms,theirinspiringschoolculture,theireffortstomeetstudents’individualneeds,andthroughopencommunicationlineswithparents.SuccessAcademymaintainshighlysuccessfulprogramsforenrolledELLstudents.
TheSchoolsworktoretainalloftheirstudentsthroughthestrengthoftheirprograms,theirinspiringschoolculture,theireffortstomeetstudents’individualneeds,andthroughopencommunicationlineswithparents.SuccessAcademymaintainshighlysuccessfulprogramsforenrolledELLstudents.
StudentswithDisabilities
TheSchoolsworktoretainalloftheirstudentsthroughthestrengthoftheirprograms,theirinspiringschoolculture,theireffortstomeetstudents’individualneeds,andthroughopencommunicationlineswithparents.Also,allschoolsoperatedbySuccessAcademyhavedetailedplansforservingstudentswithspecialeducationneedsoncetheyareenrolled.
TheSchoolsworktoretainalloftheirstudentsthroughthestrengthoftheirprograms,theirinspiringschoolculture,theireffortstomeetstudents’individualneeds,andthroughopencommunicationlineswithparents.Also,allschoolsoperatedbySuccessAcademyhavedetailedplansforservingstudentswithspecialeducationneedsoncetheyareenrolled.
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Entry11ClassroomTeacherandAdministratorAttritionLastupdated:07/31/2018
Reportchangesinteacherandadministratorstaffing.
InstructionsforcompletingtheClassroomTeacherandAdministratorAttritionTablesCharterschoolsmustcompletethetablestitled2017-2018ClassroomTeacherandAdministratorAttritiontoreportchangesinteacherandadministratorstaffingduringthe2017-2018schoolyear.Pleaseprovidethefulltimeequivalent(FTE)ofstaffonJune30,2017;theFTEforanydepartedstafffromJuly1,2017throughJune30,2018;theFTEforaddedstafffromJuly1,2017throughJune30,2018;andtheFTEofstaffaddedinnewlycreatedpositionsfromJuly1,2017throughJune30,2018usingthetablesprovided.
1.ClassroomTeacherAttritionTable
FTEClassroomTeacherson6/30/17
FTEClassroomTeachersDeparted7/1/17–6/30/18
FTEClassroomTeachersFillingVacantPositions7/1/17–6/30/18
FTEClassroomTeachersAddedinNewPositions7/1/17-6/30/18
FTEofClassroomTeacherson6/3018
48 16 3 5 32
2.AdministratorPositionAttritionTable
FTEAdministrativePositionson6/30/17
FTEAdministratorsDeparted7/1/17–6/30/18
FTEAdministratorsFillingVacantPositions7/1/17–6/30/18
FTEAdministratorsAddedinNewPositions7/1/17-6/30/18
FTEAdministrativePositionson6/30/18
3 1 0 0 3
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3.Tellyourschool'sstory
CharterschoolsmayprovideadditionalinformationinthissectionoftheAnnualReportabouttheirrespectiveteacherandadministratorattritionratesassometeacheroradministratordeparturesdonotreflectadvancementormovementwithinthecharterschoolnetworks.Schoolsmayprovideadditionaldetailtoreflectateacher’sadvancementuptheladdertoaleadershippositionwithinthenetworkoranadministrator’smovementtoleadanewnetworkcharterschool.
(Noresponse)
4.CharterschoolsmustensurethatallprospectiveemployeesreceiveclearancethroughtheNYSEDOfficeofSchoolPersonnelReviewandAccountability(OSPRA)priortoemployment.Afteranemployeehasbeencleared,schoolsarerequiredtomaintainproofofsuchclearanceinthefileofeachemployee.Forthesafetyofallstudents,charterschoolsmusttakeimmediatestepstoterminatetheemploymentofindividualswhohavebeendeniedclearance.Oncetheemployeeshavebeenterminated,theschoolmustterminatetherequestforclearanceintheTEACHsystem.HaveallemployeeshavebeenclearedthroughtheNYSEDTEACHsystem?
Yes
5.Forperspectiveorcurrentemployeeswhoseclearancehasbeendenied,haveyouterminatedtheiremploymentandremovedthemfromtheTEACHsystem?
NotApplicable
Thankyou
2018-2019 ACADEMIC CALENDARSuccess Academy*All dates are subject to change
Date Event Grades
August 2018
Wednesday, August 8 - Friday, August 18 College Supplement Writing Workshops High School for the Liberal Arts - Manhattan - Grade 12 Only
Tuesday, August 14 Orientation Day - Elementary Schools All SA Elementary Schools
Friday, August 17 5th Grade Orientation - Middle Schools All SA Middle Schools
Monday, August 20 First Day of SchoolAll SA Elementary Schools
All SA Middle Schools & High Schools
September 2018
Monday, September 3 No School: Labor Day All Grades
Tuesday, September 4 No School: Teacher Training Grades K - 4
Tuesday, September 4 - Friday, September 7 No School: Teacher Training Grades 5 - 8
October 2018
Monday, October 8 No School: Columbus Day All Grades
Tuesday, October 9 - Wednesday, October 10 No School: Teacher Training Grades K - 8
November 2018
Monday, November 19 - Friday, November 23 No School: Thanksgiving Break All Grades
December 2018
Monday, December 24 - Monday, January 7 No School: Winter Break All Grades
January 2019
Monday, January 7 No School: Teacher Training All Grades
Monday, January 21 No School: Martin Luther King Jr. Day All Grades
Tuesday, January 22 No School: Teacher Training Grades K - 8
February 2019
Monday, February 18 No School: President's Day All Grades
Tuesday, February 19 No School: Teacher Training Grades K - 8
April 2019
Friday, April 5 No School: Teacher Training Grades K - 8
Monday, April 8 - Friday, April 12 No School: Spring Break All Grades
May 2019
Friday, May 3 No School Grades K - 8
Monday, May 6 No School: Teacher Training Grades K - 8
Monday, May 27 No School: Memorial Day All Grades
June 2019
Thursday, June 6 High School Graduation High School for the Liberal Arts - Manhattan - Grade 12 Only
Thursday, June 13 Graduation - K All SA Elementary Schools
Friday, June 14 Last Day of School - Elementary SchoolsGraduation - 4th Grade All SA Elementary Schools
Thursday, June 20 No School All SA Middle Schools
Friday, June 21 Last Day of School - Middle SchoolsGraduation - 8th Grade All SA Middle Schools
Wednesday, June 26 Last Day of School - High Schools High School for the Liberal Arts - Manhattan, High School for the Liberal Arts - Bronx