BETA

SAN CARLOS CHARTER LEARNING CENTER: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SAN CARLOS CHARTER LEARNING CENTER (EIN 27-4192987)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202331359349319613
Schema version
2021v4.2
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)
Return2023-05-15T22:17:53-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272956198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHRISTY WHITE ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1348 OLIVE STREETAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274192987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN CARLOS CHARTER LEARNING CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANCBusinessNameControlTxt
Phone6505087343PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 DARTMOUTH AVENUEAddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSIKA WELCOMEPersonNm
Person TitleDIRECTOR OF BUSINESS SERVICESPersonTitleTxt
Phone6505087343PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESSIKAPersonFirstNm
Person LastWELCOMEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCY KEARNEYPreparerPersonNm
PTINP02370487PTIN
Phone6192708222PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBOARD CHAIRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 DARTMOUTH AVENUEAddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,758,985GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SCCLC.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOPERATE A COLLABORATIVE K-8 INDEPENDENT CHARTER SCHOOL. SCCLC IS THE FIRST CA CHARTER SCHOOL.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee72TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,463,797PYContributionsGrantsAmt
CY Contributions Grants$5,278,943CYContributionsGrantsAmt
PY Program Service Revenue$422,900PYProgramServiceRevenueAmt
CY Program Service Revenue$470,468CYProgramServiceRevenueAmt
PY Investment Income$17,216PYInvestmentIncomeAmt
CY Investment Income$9,574CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,903,913PYTotalRevenueAmt
CY Total Revenue$5,758,985CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,261,590PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,472,250CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$985,865PYOtherExpensesAmt
CY Other Expenses$1,301,112CYOtherExpensesAmt
PY Total Expenses$5,247,455PYTotalExpensesAmt
CY Total Expenses$5,773,362CYTotalExpensesAmt
PY Revenues Less Expenses$656,458PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,377CYRevenuesLessExpensesAmt
Total Assets BOY$2,416,097TotalAssetsBOYAmt
Total Assets EOY$4,450,036TotalAssetsEOYAmt
Total Liabilities BOY$660,729TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,732,552TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,755,368NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,717,484NetAssetsOrFundBalancesEOYAmt
MissionSCCLC FOSTERS AN INCLUSIVE, LEARNER-CENTRIC ENVIRONMENT THAT DRAWS FROM THE WHOLE COMMUNITY TO SUPPORT ALL OF OUR CHILDREN AS LEARNERS AND PEOPLE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,919,219ExpenseAmt
Revenue$78,721RevenueAmt
DescAT THE CORE OF SCCLC'S EDUCATIONAL PROGRAM IS A PHILOSOPHY, A MISSION AND A SET OF GOALS WITH OUTCOMES AND STANDARDS. THE PHILOSOPHY OF THIS CHARTER IS GROUNDED IN THE BELIEF THAT LEARNING OPPORTUNITIES ARE MOST EFFECTIVE WHEN THEY ARE PART OF A LARGER COMMUNITY EFFORT. SCCLC BASES ITS TEACHING METHODOLOGY ON CONSTRUCTIVIST LEARNING THEORY DEVELOPED ON THE PREMISE THAT STUDENTS CONSTRUCT THEIR OWN UNDERSTANDING OF THE WORLD BY GENERATING "RULES AND "MENTAL MODELS" THAT HELP MAKE SENSE OF EXPERIENCES. ALL GRADES K-8 EMPLOY PROJECT BASED LEARNING WHENEVER POSSIBLE, ALONG WITH OTHER KEY PEDAGOGICAL STRATEGIES SUCH AS THEMATIC UNITS, AUTHENTIC EXPERIENCE, INQUIRY BASED INSTRUCTION, INTEGRATED ARTS, PERSONALIZED LEARNING PROJECTS, ENRICHMENT SESSIONS, AND COMMUNITY SERVICE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$288,724ExpenseAmt
Revenue$391,747RevenueAmt
DescSCCLC OPERATES A FEE-BASED AFTERSCHOOL CARE PROGRAM, KNOWN AS THE EDUCARE PROGRAM. THE PROGRAM OFFERS FAMILIES WITH STUDENTS CURRENTLY ENROLLED IN THE CHARTER SCHOOL AN AFFORDABLE OPTION FOR CHILDCARE WHICH ALSO PROVIDES AN ACADEMIC ATMOSPHERE FOLLOWING THE CHARTER SCHOOL'S DAY OF INSTRUCTION. THE PROGRAM STRIVES TO CREATE AN EMOTIONALLY AND PHYSICALLY SAFE ENVIRONMENT BUILT ON TEAMWORK, CULTURAL AWARENESS, AND ACCEPTANCE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,207,943TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee72EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDTECBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106633500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11410A 62ND STREETAddressLine1Txt
CityEMERYVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94608ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KATIE KELLEHER
CHAIR1.00Yes (X)Yes (X)$0$0$0
NUPUR AGGARWAL
TRUSTEE1.00Yes (X)$0$0$0
KRISTEN PEZONE
TRUSTEE1.00Yes (X)$0$0$0
CAROLYN LYNCH DAVIES
TRUSTEE1.00Yes (X)$0$0$0
ERICA KENDALL
TRUSTEE1.00Yes (X)$0$0$0
INGA DAVIS
TRUSTEE/TEACHER40.00Yes (X)$95,697$0$15,115
KATHERINE HAYSE
TRUSTEE/TEACHER40.00Yes (X)$62,422$0$10,657
FRAN DICKINSON
INTERIM EXECUTIVE DIRECTOR40.00Yes (X)$108,633$0$17,081
JENNIFER PELLEGRINE
EXECUTIVE DIRECTOR40.00Yes (X)$145,837$0$16,964
JESSIKA WELCOME
CFO/DIRECTOR OF BUSINESS S40.00Yes (X)$57,637$0$12,574
CHRISTINE HARRIS
ASSISTANT DIRECTOR OF SPED & EQUITY40.00$104,559$0$17,282Yes (X)
ELYSHA PASSEGGI
TEACHER40.00$112,751$0$17,795Yes (X)
MARIA THOMAS
ASSISTANT DIRECTOR OF SPED & EQUITY40.00$102,594$0$17,722Yes (X)
ERIN ELIZABETH HOHLER
TEACHER40.00$101,138$0$16,646Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$891,268TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$141,836TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$473,230RelatedOrganizationsAmt
Government Grants$4,714,722GovernmentGrantsAmt
All Other Contributions$90,991AllOtherContributionsAmt
Total Contributions$5,278,943TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AFTERSCHOOL CARE FEES624410$391,747$391,747
STUDENT ACTIVITIES611710$78,721$78,721
FieldValueIRS element (for citing)
Total Program Service Revenue$470,468TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,574TotalRevenueColumnAmt
Exclusion$9,574ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,758,985TotalRevenueColumnAmt
Related Or Exempt Func Income$470,468RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,574ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$525,442TotalAmt
Program Services$481,638ProgramServicesAmt
Management And General$43,804ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,839,966TotalAmt
Program Services$2,789,980ProgramServicesAmt
Management And General$49,986ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$866,894TotalAmt
Program Services$850,208ProgramServicesAmt
Management And General$16,686ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$113,927TotalAmt
Program Services$111,767ProgramServicesAmt
Management And General$2,160ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$126,021TotalAmt
Program Services$122,712ProgramServicesAmt
Management And General$3,309ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$64,203TotalAmt
Management And General$64,203ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$91,171TotalAmt
Program Services$24,763ProgramServicesAmt
Management And General$66,408ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$87,672TotalAmt
Program Services$87,672ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$81,080TotalAmt
Program Services$44,089ProgramServicesAmt
Management And General$36,991ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$48,015TotalAmt
Program Services$48,015ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$345,440TotalAmt
Program Services$197,507ProgramServicesAmt
Management And General$147,933ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$38,798TotalAmt
Program Services$38,798ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,770TotalAmt
Program Services$18,770ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$59,840TotalAmt
Management And General$59,840ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL EDUCATION FEES$188,583$188,583
BOOKS AND SUPPLIES$184,941$170,851$14,090
CHARTER OVERSIGHT FEES$30,508$30,508

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$62,091TotalAmt
Program Services$32,590ProgramServicesAmt
Management And General$29,501ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,773,362TotalAmt
Program Services$5,207,943ProgramServicesAmt
Management And General$565,419ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$386,239BOYAmt
EOY$1,126,003EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,346,961BOYAmt
EOY$815,540EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$647,440BOYAmt
EOY$2,464,506EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$35,457BOYAmt
EOY$43,987EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,416,097BOYAmt
EOY$4,450,036EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$447,517BOYAmt
EOY$2,568,099EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$213,212BOYAmt
EOY$164,453EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$660,729BOYAmt
EOY$2,732,552EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,755,368BOYAmt
EOY$1,717,484EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,755,368BOYAmt
EOY$1,717,484EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,416,097BOYAmt
EOY$4,450,036EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$14,377ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$23,507NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,735,478TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$23,507NetUnrealizedGainsInvstAmt
Revenue Not Reported-$23,507RevenueNotReportedAmt
Revenue Subtotal$5,758,985RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,758,985TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,773,362TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,773,362ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,773,362TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE ORGANIZATION'S WEBSITE, WITHIN THE CHARTERING DOCUMENTS FOR THE CALIFORNIA PUBLIC CHARTER SCHOOL, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
SCHEDULE E, PART I, LINE 4THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE IS NOT APPLICABLE AND NO RECORDS FOR SUCH AID ARE MAINTAINED.
SCHEDULE E, PART I, LINE 6THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF SAN MATEO, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJENNIFER PELLEGRINEPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$145,837BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$16,964DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$162,801TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BAFTER RECEIVING THE 990 FROM THE ACCOUNTING FIRM, AUTHORIZED SCHOOL PERSONNEL REVIEW THE INFORMATION AGAINST ORGAANIZATION RECORDS AND FINANCIALS. ANY DISCREPANCIES WILL BE SENT TO THE ACCOUNTING FIRM. ONCE THE FINAL 990 IS COMPLETED, IT WILL BE FORWARDED TO THE GOVERNING BOARD FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY EACH DESIGNATED EMPLOYEE, INCLUDING GOVERNING BOARD MEMBERS AND CANDIDATES FOR ELECTION AND/OR APPOINTMENT TO THE GOVERNING BOARD, SHALL FILE A STATEMENT OF ECONOMIC INTEREST (FORM 700) TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST IN REGARDS TO INTERESTS IN REAL PROPERTY, BUSINESS POSITIONS, AND INCOME REQUIRED TO BE REPORTED UNDER THE INDIVIDUALS EMPLOYMENT POSITION. THE STATEMENTS ARE REVIEWED BY THE BOARD AND FILED.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS ADOPTED A POLICY IN WHICH COMPENSATION IS REVIEWED AND APPROVED BY USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED, PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE POLICY ALSO CALLS FOR CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. ONLY EMPLOYEES RECEIVE COMPENSATION WITHIN THE ORGANIZATION AND NO MEMBER OF THE BOARD RECEIVES COMPENSATION FOR THEIR TIME AND EFFORT AS A PARTICIPATING MEMBER.
FORM 990, PART VI, SECTION C, LINE 19A BINDER OF ALL PUBLIC DOCUMENTS IS MADE AVAILABLE TO THE PUBLIC AT THE FRONT OFFICE OF THE SCHOOL.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
SAN CARLOS EDUCATION FOUNDATION
PO BOX 1214SAN CARLOSCA94070942842712SUPPORT SAN CARLOS SCHOOLSCA501(C)(3)LINE 70
SAN CARLOS PTA
826 CHESTNUT STREETSAN CARLOSCA94070942417447SUPPORT SAN CARLOS SCHOOLSCA501(C)(3)LINE 100
SCCLC FUNDRAISING ASSOCIATION
750 DARTMOUTH AVESAN CARLOSCA94070900120643RAISE FUNDS FOR SAN CARLOS CHARTERCA501(C)(3)LINE 12A, I0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SAN CARLOS EDUCATION FOUNDATION
C$373,230CONTRIBUTIONS
SCCLC FUNDRAISING ASSOCIATION
C$100,000CONTRIBUTIONS

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