2025-05-09T16:16:20-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 680452992 NATOMAS CHARTER SCHOOL NATO 9169285353 2920 ADVANTAGE WAY SACRAMENTO CA 95834 JOE WOOD EXECUTIVE DIRECTOR 9169285353 2025-05-09 1 1 MARLEN GOMEZ P01306775 6268577300 2025-05-09 2023 2025-03-06 01:10:19Z JOE WOOD 2920 ADVANTAGE WAY SACRAMENTO CA 95834 31084024 0 X WWW.NATOMASCHARTER.ORG X 2003 CA TO OPERATE A CHARTER SCHOOL AND PROVIDE EDUCATION FOR STUDENTS GRADES TK-12 IN SACRAMENTO, CA. 8 8 308 208 0 0 25388619 29515436 422390 479878 579390 1024837 180216 63873 26570615 31084024 0 0 0 0 18263810 18676174 0 0 0 4796209 6038963 23060019 24715137 3510596 6368887 39245323 45137863 3128813 2652466 36116510 42485397 PROVIDING INSTRUCTION FOR STUDENTS TK-12 THAT IS PURPOSEFUL, RELEVENT, AND ENGAGING IN A CARING AND NURTURING CAMPUS CULTURE WHERE EDUCATORS, STUDENTS, AND FAMILIES PARTNER FOR SUCCESS OF ALL CHILDREN. 0 0 20764524 0 484096 A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO DEVELOP UNIQUE INTERESTS, UNCOVER HIDDEN TALENTS, EXPERIENCE SATISFACTION AND ACCOMPLISHMENTS, GAIN A SENSE OF RESPONSIBILITY, AND PURSUE EDUCATION AS A WAY OF LIFE THROUGH EDUCATIONAL PROGRAMS TAILORED TO THEIR OWN SPECIFIC NEEDS. FOR THE YEAR ENDING JUNE 30, 2024 NATOMAS SERVED APPROXIMATELY 1,862 STUDENTS IN GRADES TK-12, IN FIVE INNOVATIVE ACADEMIES OVER 180 DAYS. 20764524 1 0 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 1 0 0 0 1 51 0 1 308 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ANITA SCHWAB 9164193788 2920 ADVANTAGE WAY SACRAMENTO CA 95834 JOE WOOD EXECUTIVE DIRECTOR 40.00 X 200000 0 25769 ANITA SCHWAB FINANCE/BUDGET DIRECTOR 40.00 X 153713 0 30365 PETRA LUHRSEN STUDENT SERVICES DIRECTOR 40.00 X 141629 0 26258 LAURA BARIEL DIRECTOR OF TEACHING & LEARNING 40.00 X 145911 0 11770 AMY KAHLER SPED DIRECTOR 40.00 X 137253 0 11163 DIANA WILLSON STAR ACADEMY PRINCIPAL 40.00 X 116095 0 7777 VASILY LOKTEFF LEADING EDGE ACADEMY PRINCIPAL 40.00 X 111403 0 5305 JENNIFER MORGAN PRESIDENT 2.00 X X 0 0 0 MARIA MEJORADO SECRETARY 2.00 X X 0 0 0 DOUG GAFFNEY DIRECTOR 2.00 X 0 0 0 NITA KHUSHAL DIRECTOR 2.00 X 0 0 0 SEAN KING DIRECTOR 2.00 X 0 0 0 GINA LEIGH DIRECTOR 2.00 X 0 0 0 PRITI MERCHANT DIRECTOR 2.00 X 0 0 0 MALORIE RYIA DIRECTOR 2.00 X 0 0 0 1006004 0 118407 9 0 1 0 0 29279490 235946 29515436 AFTER SCHOOL PROGRAM REVENUE 624410 357658 357658 ASB REVENUES 900099 106019 106019 ACCOUNTING SERVICES TO NONPROFITS 611110 16201 16201 479878 1024837 1024837 4497 0 4497 4497 4497 REFUNDS AND CREDITS 900099 50233 50233 OTHER REVENUE 900099 4925 4925 BOOKS/SCHOOL ACTIVITIES 900099 4218 4218 59376 31084024 484096 0 1084492 X 366921 315552 51369 12563367 10416046 2147321 3476982 2882291 594691 1872653 1506828 365825 396251 296804 99447 102970 63616 39354 42809 42809 2551092 2274479 276613 2935 2935 188164 159601 28563 236929 169125 67804 632784 632784 97142 77583 19559 241 241 781490 781490 141207 141207 INSTRUCTIONAL MATERIALS 989610 955094 34516 OTHER EXPENSES 271590 232990 38600 24715137 20764524 3950613 0 282071 255978 19287995 25090121 1820657 871434 438719 614609 124857 122981 24522177 6434908 17253824 18087269 37200 95471 39245323 45137863 2078597 1586401 871616 240735 141338 729708 37262 95622 3128813 2652466 X 36116510 42485397 36116510 42485397 39245323 45137863 6368887 0 X X 0 1 X 1 0 X 22232028 5372138 16859890 1576544 1062770 513774 713605 713605 18087269 LEASE LIABILITY 95622 95622 X 31084024 0 31084024 0 31084024 24715137 0 24715137 0 24715137 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. 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. 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 SCHOOL'S NONDISCRIMINATORY POLICY IS ON THE HOME PAGE OF THE SCHOOL'S WEBSITE WHERE THE APPLICANTS MUST GO IN ORDER TO DOWNLOAD AN APPLICATION. THE POLICY IS ALSO ON THE APPLICATION ITSELF. SCHEDULE E, PART I, LINE 4 AS A PUBLIC SCHOOL, NO SCHOLARSHIPS ARE AWARDED. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, THE SCHOOL RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, THE SCHOOL IS ELIGIBLE FOR LOCAL, STATE, FEDERAL PROGRAMS, AND CALIFORNIA LOTTERY FUNDS. X X X 0 0 0 0 0 0 0 0 0 JOE WOOD EXECUTIVE DIRECTOR 200000 0 0 0 0 0 22979 0 2790 0 225769 0 0 0 ANITA SCHWAB FINANCE/BUDGET DIRECTOR 153713 0 0 0 0 0 26750 0 3615 0 184078 0 0 0 PETRA LUHRSEN STUDENT SERVICES DIRECTOR 141629 0 0 0 0 0 5408 0 20850 0 167887 0 0 0 LAURA BARIEL DIRECTOR OF TEACHING & LEARNING 144629 0 0 0 1282 0 6717 0 5053 0 157681 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A NATOMAS UNIFIED SCHOOL DISTRICT MAY APPOINT ONE BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE 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 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 ALL EMPLOYEES, OFFICERS, AND DIRECTORS ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL DESIGNATED EMPLOYEES AND COMMON DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS, AS WELL AS WHEN THEY ARISE. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THE BOARD OR DESIGNATED COMMITTEE 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. ANY QUESTIONS OF A CONFLICT ARE ADDRESSED WITH THE DESIGNATED EMPLOYEE, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY MATERIAL FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. 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 ORGANIZATION WILL NOT ENTER INTO ANY CONTRACT OR TRANSACTION IN WHICH A DESIGNATED EMPLOYEE HAS A MATERIAL INTEREST OR THERE WILL BE LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS WITHIN DISCUSSION AND VOTING. ALL DELIBERATION AND DECISIONS ARE RECORDED IN MEETING MINUTES. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE BOARD MEETING AND UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FESS & CONSULTING SVCS: PROGRAM SERVICE EXPENSES 1,329,100. MANAGEMENT AND GENERAL EXPENSES 243,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,572,466. SUBAGREEMENTS FOR SERVICES: PROGRAM SERVICE EXPENSES 902,748. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 902,748. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 42,631. MANAGEMENT AND GENERAL EXPENSES 33,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,878. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. NATOMAS ARTS AND EDUCATION FOUNDATION 2920 ADVANTAGE WAY SACRAMENTO CA 95834 680475414 TO PROVIDE SUPPORT TO THE CHARTER SCHOOLS CA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0