SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2017
Open to Public
Inspection
Name of the organization
Oak Creek Charter School of Bonita Springs Inc
 
Employer identification number

26-4369330
Return Reference Explanation
Pt VI, Line 3 On July 1, 2016, the School entered into an agreement with Forza Education Management, LLC (FORZA), a Florida limited liability company, to facilitate the continuation of the School by performing certain functions relating to the provision of educational services, transportation, food service, personnel management, and the administration and operation of the School in accordance with enrollment,age, and grade level specifications for the school. This Agreement will be effective and remain effective through the last day of the Charter Contract and will automatically renew upon the renewal of the Charter Contract, unless written notice is provided 180 days prior to the Charter Contract expiring. The Agreement may be terminated with cause by either party upon a sixty-day notice of material breach, as difined in the contract. The Agreement will automatically renew for a period equal to the charter school agreement extension with the District, unless written notice to terminate by either party is received one-year prior to the expiration date of the Agreement.
Pt VI, Line 7a Election of Members and Responsibilities. Article III
Pt VI, Line 7a The Board of Directiors shall consist of a minimum of three persons, with a maximum number set by the Board from time to time in accordance with these Bylaws. Board members shall be elected for an initial three year term, except as otherwise provided for the initial Board members. The term can be extended to a year to year after the initial three year term if the Board member is interested in remaining on the Board.Beginning in the first fiscal year the Corporation operates as a charter school, the initial Board members shall establish Board Classes by resolution to provide for Board terms to be staggered so that no more than approximately 1/3 of the Board shall be up for election in any year, unless a vacancy or vacancies need to be filled.
Pt VI, Line 7b GOVERNANCE DECISIONS. MEMBERS ARE CHARGED WITH APPROVAL OF CHARITABLE GIFTS, TRANSFERS, DISTRIBUTIONS AND GRANTS BY THE SCHOOL TO OTHER ENTITIES; ADOPTION OF AN AMENDMENT TO THE ARTICLES OF INCORPORATION OR THE BYLAWS; ORGANIZATION OF A SUBSIDIARY OR AFFILIATE BY THE SCHOOL; APPROVAL OF ANY MERGER, CONSILIDATION OR SALE OR TRANSFER OF ALL OR A SUBSTANTIAL PART OF THE ASSETS OF THE SCHOOL.
Pt VI, Line 11b A draft copy of Form 990 is provided to the administration and the Board of Directors for their review. The school Administrator is then required to sign the approved Form 990 for authorization.
Pt VI, Line 15a Compensation Process for top management official. The Board of Directors approves the salary of the school administrator (Principal).
Pt VI, Line 19 Governing Documents Disclosure Explanation. A list of the members of the Board of Directors is maintained on the Organization's website: https://www.oakcreekcharter.org. The annual budget, minutes of the governing board's meeetings and audited financial statements can also be found on the organization's website.
Form 990, Part IX, Line 24e Administration misc expenses 12707. 12707. 0. 0.
Form 990, Part IX, Line 24e Consulting 1100. 1100. 0. 0.
Form 990, Part IX, Line 24e Dues & Fees 7030. 7030. 0. 0.
Form 990, Part IX, Line 24e Health Services 22623. 22623. 0. 0.
Form 990, Part IX, Line 24e Field Trip Expenses 7676. 7676. 0. 0.
Form 990, Part IX, Line 24e Board expenses 15996. 0. 15996. 0.
Form 990, Part IX, Line 24e Payroll Services 8475. 8475. 0. 0.
Form 990, Part IX, Line 24e Rounding -1. -1. 0. 0.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2017


Additional Data


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