2023-05-01T11:54:24-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2021-07-01 900673012 COMMUNITY ROOTS CHARTER SCHOOL COMM 9498314272 29292 CROWN VALLEY PKWY LAGUNA NIGUEL CA 92677 EVE FEIN EXECUTIVE DIRECTOR 9498314272 2023-04-28 1 EVE FEIN 999009999 DERRICK DEBRUYNE P00591016 6268577300 2023-04-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z EVE FEIN 29292 CROWN VALLEY PKWY LAGUNA NIGUEL CA 92677 8661323 0 X WWW.COMMUNITYROOTSACADEMY.ORG X 2011 CA CHILDREN ARE TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. 6 5 94 6 0 0 7372086 8514406 0 0 13194 842 14992 135229 7400272 8650477 0 0 0 0 4051427 4814760 0 0 2390 3038618 4319793 7090045 9134553 310227 -484076 4020211 3542171 546349 559126 3473862 2983045 X COMMUNITY ROOTS CHARTER SCHOOL'S MISSION IS TO BE A PREMIER PROJECT-BASED SCHOOL WHERE CHILDREN ARE DELIBERATELY TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. COMMUNITY ROOTS CHARTER SCHOOL WILL PROVIDE A SAFE ENVIRONMENT WHERE STUDENTS LEARN TO COMBINE CURIOSITY WITH APPLICATION TO DEVELOP 21ST CENTURY SKILLS THAT WILL EMPOWER THEM TO THINK INDEPENDENTLY, TO SOLVE PROBLEMS CREATIVELY, TO ARTICULATE THEIR IDEAS AND TO WORK PRODUCTIVELY WHILE COLLABORATING WITH DIVERSE PEOPLE. 0 0 7092426 A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. THE SCHOOL TEACHES GRADES K-8 AND SERVED ABOUT 745 STUDENTS FOR 175 DAYS DURING THE YEAR. 7092426 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 94 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X EXED - LARRY TAMAYO 6192663230 409 CAMINO DEL RIO SOUTH SUITE 200 SAN DIEGO CA 92108 LYNN BOGART PRESIDENT 1.50 X X 0 0 0 MATT MOSES TREASURER 1.50 X X 0 0 0 ALLAN GUARINO SECRETARY 1.50 X X 0 0 0 DAN PITMAN MEMBER 1.50 X 0 0 0 MATT ZEISER MEMBER 1.50 X 0 0 0 TY TORRES MEMBER 1.50 X 0 0 0 JEREMY F CAVALLARO EXEC DIR OF EDUCATION 40.00 1.00 X 150365 0 11389 EVE FEIN EXEC DIR OF OPERATIONS 37.00 4.00 X 135237 15026 11332 INGRID BEATY ELEMENTARY SCHOOL DIRECTOR 40.00 X 104524 0 4627 390126 15026 27348 3 0 1 0 FUTURES EDUCATION LLC 136 WILLIAM ST SPRINGFIELD MA 01105 INSTRUCTIONAL FACILITATOR AND SPECIAL ED 539808 STEPPING STONES GROUP LLC PO BOX 6280 CAROL STREAM IL 60197 SPEECH EDUCATIONAL SERVICES 269868 PARKER & COVERT LLP 17862 EAST 17TH STREET STE 204 TUSTIN CA 92780 LEGAL SERVICES 202279 MELDIE M MOORE 361 FOREST AVENYE STE 201 LAGUNA BEACH CA 92651 LEGAL SETTLEMENT 200000 OC DAVOC ENTERPRISES 5025 TWILIGHT CANYON RD YORBA LINDA CA 92887 JANITORIAL SERVICES 196911 6 240112 8274294 8514406 842 842 0 240112 10846 -10846 -10846 FIELD TRIPS 900099 104699 104699 OTHER REVENUE 900099 41376 41376 146075 8650477 0 0 136071 X 344365 299598 44767 3704725 3182093 522632 445494 382762 62732 320176 138646 181530 422311 422311 15152 15152 2000097 1704409 295688 17041 17041 320378 204590 115788 22533 22533 700340 429795 270545 7608 7608 94459 94459 34770 34770 NUTRITIONAL PROGRAM AND 244264 244264 INSTRUCTIONAL MATERIALS 177301 177301 OTHER EXPENSES 156699 120061 34248 2390 FIELD TRIPS AND PUPIL T 106840 106840 9134553 7092426 2039737 2390 1626336 888174 1106065 1129040 935848 1174278 59364 98566 646961 394848 292598 252113 4020211 3542171 238137 417815 308212 141311 546349 559126 X 3473862 2983045 3473862 2983045 4020211 3542171 -484076 -6741 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 276927 179765 97162 370034 215083 154951 252113 X 8654582 -6741 10846 4105 8650477 0 8650477 9145399 10846 10846 9134553 0 9134553 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 ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 10,846. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 10,846. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE APPLICATION INCLUDES THE NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT PROVIDE FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 COMMUNITY ROOTS IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. ANNUAL GIVING 174266 174266 2123 RUN FOR THE ARTS 65846 65846 8723 240112 240112 10846 10846 -10846 X X 0 0 0 0 0 0 0 0 0 JEREMY F CAVALLARO EXEC DIR OF EDUCATION 150365 0 0 0 0 0 2953 0 8436 0 161754 0 0 0 EVE FEIN EXEC DIR OF OPERATIONS 135237 15026 0 0 0 0 2955 0 8377 0 146569 15026 0 0 PITTMAN AND ASSOCIATES BOARD MEMBER 26000 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT CAN 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 A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN 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 MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. FORM 990, PART VI, SECTION C, LINE 19 ALL PUBLIC GOVERNING AND CORPORATE DOCUMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. THE PUBLIC MAY ALSO REQUEST COPIES OF ANY PUBLIC DOCUMENTS AND THESE WILL BE PROVIDED WITHIN THE REQUIRED TIMELINES EITHER ELECTRONICALLY OR WITH PAPER COPIES. FORM 990, PART IX, LINE 11G SPECIAL EDUCATION SERVICES: PROGRAM SERVICE EXPENSES 1,316,802. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,316,802. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 387,607. MANAGEMENT AND GENERAL EXPENSES 295,688. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 683,295. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR COMMUNITY ROOTS FOUNDATION 29292 CROWN VALLEY PKWY LAGUNA NIGUEL CA 92677 462630292 TO RAISE FUNDS FOR BENEFITS OF THE COMMUNITY ROOTS ACADEMY CHARTER SCHOOL CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0