SANTA ROSA ACADEMY FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SANTA ROSA ACADEMY FOUNDATION INC (EIN 32-0453825)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-26
IRS object ID
202440869349301139
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-26T20:30:09-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952803203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILVA & SILVA CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13040 SATURN ST STE 107AddressLine1Txt
CityBREACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92821ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320453825EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA ROSA ACADEMY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone9516722400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127587 LA PIEDRA RDAddressLine1Txt
CityMENIFEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92584ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR ROBERT HENNINGSPersonNm
Person TitleSUPERINTENDENTPersonTitleTxt
Phone9516722400PhoneNum
Signature2024-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastHENNINGSPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA SILVA CPAPreparerPersonNm
PTINP00743443PTIN
Phone7143224672PhoneNum
Preparation2024-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR ROBERT HENNINGSPrincipalOfficerNm
Gross Receipts$23,793GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO SUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF SANTA ROSA ACADEMY, INC, A CALIFORNIA PUBLIC CHARTER SCHOOL.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$21,665PYContributionsGrantsAmt
CY Contributions Grants$23,793CYContributionsGrantsAmt
PY Program Service Revenue$21,297PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$42,962PYTotalRevenueAmt
CY Total Revenue$23,793CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,926PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$18,731CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$51,601PYOtherExpensesAmt
CY Other Expenses$26,980CYOtherExpensesAmt
PY Total Expenses$55,527PYTotalExpensesAmt
CY Total Expenses$45,711CYTotalExpensesAmt
PY Revenues Less Expenses-$12,565PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$21,918CYRevenuesLessExpensesAmt
Total Assets BOY$154,725TotalAssetsBOYAmt
Total Assets EOY$135,484TotalAssetsEOYAmt
Total Liabilities EOY$2,677TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$154,725NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$132,807NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF SANTA ROSA ACADEMY, INC, A CALIFORNIA PUBLIC CHARTER SCHOOLMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$45,711ExpenseAmt
DescTO SUPPORT THE EDUCATIONAL AND EXTRA-CURRICULAR ACTIVITIES OF THE STUDENTS OF SANTA ROSA ACADEMY, INC.Desc
Total Program Service Expenses$45,711TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA ROSA ACADEMY FOUNDATIONBusinessNameLine1Txt
Business Name Line2SANTA ROSA ACADEMY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone9516722400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127587 LA PIEDRA RDAddressLine1Txt
Address Line227587 LA PIEDRA RDAddressLine2Txt
CityMENIFEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92584ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR ROBERT HENNINGS
SUPERINTENDE40.00Yes (X)Yes (X)$0$0$0
SCOTT MASON
BOARD DIRECT2.00Yes (X)$0$0$0
GINA GONZALEZ
BOARD DIRECT2.00Yes (X)$0$0$0
KELLY WELTY
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BROOKE SNELL
TREASURER2.00Yes (X)Yes (X)$0$0$0
ERIC RUSSELL
PARENT MEMBE2.00Yes (X)$0$0$0
TERRY COLE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
DAVID FOUST
BOARD DIRECT2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$23,793AllOtherContributionsAmt
Total Contributions$23,793TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,793TotalRevenueColumnAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$18,731TotalAmt
Program Services$18,731ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,700TotalAmt
Program Services$3,700ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,468TotalAmt
Program Services$2,468ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,833TotalAmt
Program Services$3,833ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SUPPLIES AND MATERIALS$9,246$9,246
AWARDS$5,572$5,572
MISC REIMBURSEMENT COST$2,161$2,161

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$45,711TotalAmt
Program Services$45,711ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$154,678BOYAmt
EOY$135,437EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$47BOYAmt
EOY$47EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$154,725BOYAmt
EOY$135,484EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$2,677EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,677EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$154,725BOYAmt
EOY$132,807EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,725BOYAmt
EOY$132,807EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,725BOYAmt
EOY$135,484EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$21,918ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$21,665CurrentTaxYearMinus1YearAmt
Current Tax Year$23,793CurrentTaxYearAmt
Total$45,458TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$21,297CurrentTaxYearMinus1YearAmt
Total$21,297TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$42,962CurrentTaxYearMinus1YearAmt
Current Tax Year$23,793CurrentTaxYearAmt
Total$66,755TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$66,755PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$42,962CurrentTaxYearMinus1YearAmt
Current Tax Year$23,793CurrentTaxYearAmt
Total$66,755TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTAX PREPARER WILL PREPARE THE TAX RETURN AND SEND A DRAFT COPY TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL BEFORE FILING. ONCE APPROVED, WE WILL NOTIFY THE TAX PREPARER WHO WILL EITHER E-FILE OR WILL FINALIZE THE PAPER RETURN FOR MAILING.
FORM 990, PAGE 6, PART VI, LINE 19THE BOARD INTENDS THE SCHOOL TO PROVIDE ANY PERSON REASONABLE ACCESS TO THE PUBLIC RECORDS OF THE SCHOOL UPON REQUEST DURING NORMAL BUSINESS HOURS AND WITHIN THE REQUIREMENTS OF STATE AND FEDERAL LAWS.
FORM 990, PART XI, LINE 9ALLOCATED FUNDS 0

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