2025-04-07T12:35:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 200912823 ESCUELA XOCHITL TONATIUH INC ESCU 4086594785 1149 E JULIAN ST SAN JOSE CA 95116 TERESA ROBINSON EXECUTIVE DIRECTOR 4086594785 2025-04-04 1 1 DERRICK DEBRUYNE P00591016 6268577300 2025-03-31 2023 2025-03-06 01:10:19Z SUNRISE MIDDLE SCHOOL TERESA ROBINSON 1149 E JULIAN ST SAN JOSE CA 95116 5492546 0 X WWW.SUNRISEMIDDLE.ORG X 2009 CA TO PROVIDE A MEANINGFUL EDUCATION FOR 5TH THROUGH 8TH GRADE STUDENTS. 6 6 52 6 0 0 5049590 5443143 0 0 9705 44604 5479 4799 5064774 5492546 0 0 0 0 3755760 3874518 0 0 24139 1414291 1563646 5170051 5438164 -105277 54382 2655202 2788681 1252144 1331241 1403058 1457440 TO PROVIDE A MEANINGFUL AND STIMULATING ALTERNATIVE TO MAINSTREAM EDUCATION FOR 5TH THROUGH 8TH GRADE STUDENTS. 0 0 4538251 0 0 SUNRISE MIDDLE SCHOOL OPERATES AS A CHARTER SCHOOL IN SAN JOSE, CALIFORNIA. OUR SCHOOL OFFERS A PLACE FOR STUDENTS WHO ARE SEEKING A HOLISTIC, MEANINGFUL AND STIMULATING EDUCATION. WE BELIEVE SCHOOLS SHOULD BE A PLACE WHERE YOUTH WANT TO COME EACH DAY, EXCITED TO LEARN ABOUT LIFE AND THEMSELVES, WHERE THEY'RE ALLOWED TO QUESTION AND CHALLENGE THE WORLD AROUND THEM, AND WHERE THEY FEEL EMPOWERED AND RESPECTED FOR WHO THEY ARE. SUNRISE MIDDLE SCHOOL PROUDLY SERVES 312 STUDENTS BY OFFERING A UNIQUE AND IMMERSIVE EDUCATION. 4538251 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X TERESA ROBINSON 4086594785 1149 E JULIAN STREET SAN JOSE CA 95116 TERESA ROBINSON EXECUTIVE DIRECTOR 70.00 X 150231 0 28694 JESSICA DE ANDA ASSISTANT TO THE DIRECTOR 40.00 X 141742 0 29680 RUBEN GUZMAN ASSISTANT PRINCIPAL 40.00 X 141386 0 29344 KARINA HERNANDEZ-CARDENAS SPECIAL ED DIRECTOR 40.00 X 121390 0 26786 ALEXANDRA COOPERMAN ELA/ELD DIRECTOR 40.00 X 118299 0 21105 CAROLYN FORTINO SCIENCE TEACHER 40.00 X 101325 0 19353 KERMIT CUFF CHAIR 1.00 X X 0 0 0 LEX LAURON TREASURER 1.00 X X 0 0 0 MARILYN PIMENTEL SECRETARY 1.00 X X 0 0 0 JORGE SOSA DIRECTOR 1.00 X 0 0 0 DEISY FLORES PARENT REPRESENTATIVE 1.00 X 0 0 0 EDDIE ROCHA PARENT REPRESENTATIVE 1.00 X 0 0 0 774373 0 154962 6 0 1 0 0 5377326 65817 5443143 44604 44604 OTHER REVENUE 611110 4799 4799 4799 5492546 0 0 49403 184412 156750 27662 2923967 2609766 314201 302478 290828 11650 339495 302298 37197 124166 101692 22474 2146 2146 41294 41294 299870 170710 105021 24139 6695 6057 638 74679 20508 54171 24989 12693 12296 312952 295405 17547 2729 2729 17720 11469 6251 874 874 40181 40181 51823 51823 OTHER EXPENSES 531159 403540 127619 INSTRUCTIONAL MATERIALS 156535 156535 5438164 4538251 875774 24139 437175 347931 1653221 1784713 445153 497947 82770 58893 319221 245442 36883 73779 0 25418 2655202 2788681 403054 279517 849090 1026306 0 25418 1252144 1331241 X 1403058 1457440 1403058 1457440 2655202 2788681 54382 0 X X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222430 222430 0 96791 23012 73779 73779 OPERATING LEASE LIABILITY 25418 25418 X 5492546 0 5492546 0 5492546 5438164 0 5438164 0 5438164 PART X, LINE 2: THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLICIZED IN REGISTRATION MATERIALS. SCHEDULE E, PART I, LINE 6 SUNRISE MIDDLE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X X 0 0 0 0 0 0 0 0 0 TERESA ROBINSON EXECUTIVE DIRECTOR 143031 0 550 0 6650 0 28694 0 0 0 178925 0 0 0 JESSICA DE ANDA ASSISTANT TO THE DIRECTOR 127992 0 550 0 13200 0 26080 0 3600 0 171422 0 0 0 RUBEN GUZMAN ASSISTANT PRINCIPAL 105636 0 550 0 35200 0 25744 0 3600 0 170730 0 0 0 PART I, LINE 3 THE BOARD DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR BY COMPARING TO COMPENSATION RATES FROM OTHER SCHOOL DISTRICTS AND CHARTER SCHOOLS, THEN REVIEWS THE SCHOOL BUDGET TO DETERMINE WHAT IT CAN AFFORD. THE BOARD OF DIRECTORS THEN REVIEWS AND APPROVES THE COMPENSATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 2 MARILYN PIMENTEL AND LEX LAURON, TWO BOARD MEMBERS, ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURNED IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EMPLOYEES OF THE SCHOOL SHALL COMPLETE A STATEMENT OF ECONOMIC INTEREST DISCLOSING REPORTABLE INVESTMENTS, INTERESTS IN REAL PROPERTY, BUSINESS POSITIONS, AND INCOME. THE BOARD REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INTERESTED PERSON WILL BE DISQUALIFIED FROM PARTICIPATING IN THE DECISION. ALL DELIBERATION AND DECISIONS ARE RECORDED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS IS DETERMINED BASED ON COMPARISONS TO COMPENSATION RATES FROM OTHER SCHOOL DISTRICTS AND CHARTER SCHOOLS, THEN REVIEWING THE SCHOOL BUDGET TO DETERMINE WHAT IT CAN AFFORD. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR AND OTHER OFFICERS COMPENSATION AS A DIRECT ACTION. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS WHICH INCLUDE BOARD MEETINGS AND AGENDAS ARE UPLOADED ON THE SCHOOL WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.