THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION INC (EIN 33-0542733)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-06
- IRS object ID
- 202020979349300147
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-06T16:57:36-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300636241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIGRO & NIGRO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25220 Hancock Ave Ste 400 | AddressLine1Txt |
| City | MURRIETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925629739 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330542733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HIGH DESERT PARTNERSHIP IN ACADEMIC | BusinessNameLine1Txt |
| Business Name Line2 | EXCELLENCE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGH | BusinessNameControlTxt |
| Phone | 7609465414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17500 MANA ROAD | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GRUBER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Klein CPA EA | PreparerPersonNm |
| PTIN | P01084572 | PTIN |
| Phone | 9516988783 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA LAMB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17500 MANA ROAD | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,550,603 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEWISCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION, INC., IN PARTNERSHIP WITH BUSINESSES, FOUNDATIONS, EDUCATORS, PARENTS, STUDENTS, AND OTHERS, PROMOTES AND SUPPORTS THE EDUCATIONAL NEEDS OF THE STUDENTS, TEACHERS AND COMMUNITY MEMBERS. THE VOLUNTEER BOARD OF DIRECTORS OVERSEES THE ACTIVITIES OF THE FOUNDATION AND RECEIVES AND UTILIZES FUNDS ACQUIRED THROUGH SOLICITATION FOR THE PURPOSES FOR WHICH THE CORPORATION WAS FORMED. THE MISSION OF THE LEWIS CENTER FOR EDUCATIONAL RESEARCH IS TO ENSURE THAT THE SCHOOLS AND PROGRAMS OPERATED BY THE CORPORATION PREPARE STUDENTS FOR SUCCESS IN A GLOBAL SOCIETY THROUGH DATA-DRIVEN INNOVATIVE AND RESEARCH-PROVEN PRACTICES. ACADEMY FOR ACADEMIC EXCELLENCE EXISTS TO PREPARE STUDENTS FOR POST-SECONDARY SUCCESS THROUGH A RELEVANT, RIGOROUS COLLEGE PREPARATORY EDUCATION. NORTON SCIENCE AND LANGUAGE ACADEMY EXISTS TO ENSURE LEARNING FOR A DIVERSE POPULATION OF STUDENTS WITHIN A SAFE AND RIGOROUS BILINGUAL EDUCATION ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 364 | TotalEmployeeCnt |
| Total Volunteers | 604 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $22,651,350 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,044,566 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $522,575 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $373,233 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,850 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,693 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,403 | PYOtherRevenueAmt |
| CY Other Revenue | $66,832 | CYOtherRevenueAmt |
| PY Total Revenue | $23,199,178 | PYTotalRevenueAmt |
| CY Total Revenue | $25,539,324 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,305,646 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,707,040 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,753,838 | PYOtherExpensesAmt |
| CY Other Expenses | $5,086,332 | CYOtherExpensesAmt |
| PY Total Expenses | $22,078,884 | PYTotalExpensesAmt |
| CY Total Expenses | $22,793,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,120,294 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,745,952 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,282,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,940,300 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,168,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,032,971 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,113,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,907,329 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION, INC., IN PARTNERSHIP WITH BUSINESSES, FOUNDATIONS, EDUCATORS, PARENTS, STUDENTS, AND OTHERS, PROMOTES AND SUPPORTS THE EDUCATIONAL NEEDS OF THE STUDENTS, TEACHERS AND COMMUNITY MEMBERS. THE VOLUNTEER BOARD OF DIRECTORS OVERSEES THE ACTIVITIES OF THE FOUNDATION AND RECEIVES AND UTILIZES FUNDS ACQUIRED THROUGH SOLICITATION FOR THE PURPOSES FOR WHICH THE CORPORATION WAS FORMED. THE MISSION OF THE LEWIS CENTER FOR EDUCATIONAL RESEARCH IS TO ENSURE THAT THE SCHOOLS AND PROGRAMS OPERATED BY THE CORPORATION PREPARE STUDENTS FOR SUCCESS IN A GLOBAL SOCIETY THROUGH DATA-DRIVEN INNOVATIVE AND RESEARCH-PROVEN PRACTICES. ACADEMY FOR ACADEMIC EXCELLENCE EXISTS TO PREPARE STUDENTS FOR POST-SECONDARY SUCCESS THROUGH A RELEVANT, RIGOROUS COLLEGE PREPARATORY EDUCATION. NORTON SCIENCE AND LANGUAGE ACADEMY EXISTS TO ENSURE LEARNING FOR A DIVERSE POPULATION OF STUDENTS WITHIN A SAFE AND RIGOROUS BILINGUAL EDUCATION ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,109,901 | ExpenseAmt |
| Desc | THE ORGANIZATION OPERATES A TK-12 PUBLIC CHARTER SCHOOL, ACADEMY FOR ACADEMIC EXCELLENCE. THE SCHOOL PROVIDED INSTRUCTION FOR APPROXIMATELY 1,450 TK-12 STUDENTS. THE SCHOOL IS MODELED ON THE PRINCIPAL THAT CHILDREN LEARN BETTER WHEN THEY HAVE THE OPPORTUNITY TO BE ACTIVELY ENGAGED ALONG WITH THE TEACHER IN THE EDUCATION PROCESS. THE SCHOOL HAS ENTERED INTO PARTNERSHIPS WITH BUSINESSES, COLLEGES, LOCAL GOVERNMENT AGENCIES AND THE FEDERAL GOVERNMENT, SPECIFICALLY NASA AND THE DEPARTMENT OF DEFENSE. THROUGH THESE PARTNERSHIPS THE STUDENTS HAVE UNIQUE OPPORTUNITIES FOR HANDS ON LEARNING. ONE EXAMPLE IS OUR PARTNERSHIP WITH NASA-AMES. WHEN NASA PERFORMED THEIR JUNO PROJECT TO ORBIT JUPITER, OUR STUDENTS AND STUDENTS IN SOUTH AMERICA, THROUGH LEWIS CENTERS MISSION CONTROL, WERE ABLE TO PARTICIPATE IN THE TRACKING OF SPACECRAFT VIA THE INTERNET. THEY OPERATED THE DEEP SPACE RADIO TELESCOPE DSS-13 LOCATED AT THE GOLDSTONE DEEP SPACE NETWORK IN THE MOJAVE DESERT. SUCH PROGRAMS ARE ONCE IN A LIFE TIME OPPORTUNITIES FOR THE STUDENTS TO PERFORM REAL SCIENCE IN REAL TIME. THERE ARE MANY OTHER EXAMPLES OF THIS HANDS-ON INSTRUCTIONAL MODEL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,952,171 | ExpenseAmt |
| Desc | NORTON SCIENCE AND LANGUAGE ACADEMY OPENED IN AUGUST 2008. THIS SCHOOL IS LOCATED IN THE SAN BERNARDINO INNER CITY. BESIDES BEING MODELED AFTER THE ACADEMY FOR ACADEMIC EXCELLENCE, IT IS ADDITIONALLY UNUSUAL BECAUSE THE INSTRUCTION IS CONDUCTED AS DUAL LANGUAGE IMMERSION. IN THIS MODEL, CLASSES ARE CONDUCTED IN A LANGUAGE NOT USUALLY SPOKEN BY A MAJORITY OF THE STUDENTS (IN THIS CASE SPANISH) FOR THE GREATER PART OF THE CLASS SESSION AND ONLY IN ENGLISH FOR A SMALLER PART OF THE DAY. WHEN THE STUDENTS REACH FIFTH OR SIXTH GRADE THEY ARE INTRODUCED IN EXTRA ACTIVITIES TO A THIRD LANGUAGE. BY THIS PROCESS THE STUDENTS ARE FLUENT IN TWO OR MORE LANGUAGES BY THE EIGHTH GRADE. ATTENDANCE IS APPROXIMATELY 750 STUDENTS IN TK-8 GRADES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,560,125 | ExpenseAmt |
| Desc | THE LEWIS CENTER HAS CONDUCTED EDUCATIONAL RESEARCH AND PROVIDED EDUCATIONAL CURRICULA TO SCHOOLS WORLDWIDE. THE CAMPUS OWNED BY THE FOUNDATION CONSISTS OF 150 ACRES IN SOUTHERN CALIFORNIA THROUGH WHICH THE MOJAVE RIVER FLOWS. THE PROPERTY PROVIDES RICH OPPORTUNITIES FOR STUDENTS OF THE TWO CHARTER SCHOOLS AND OTHER LOCAL SCHOOLS TO VIEW AND INTERACT WITH NATURE. THERE ARE MANY ENDANGERED SPECIES WHOSE HOME HABITAT IS ON THE PROPERTY. THE PROPERTY ALSO CONTAINS THE SITE OF A 400 YEAR OLD NATIVE AMERICAN LIVING CENTER WHICH INCLUDES PETROGLYPS AND A BURIAL SITE. THE ORGANIZATION OPERATES AN EDUCATIONAL OUTREACH TO SCHOOL CHILDREN WHO VISIT THE CAMPUS ON FIELD TRIPS. THE FOUNDATION ALSO FUNDS SCHOLARSHIPS FOR FORMER STUDENTS ATTENDING HIGHER EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,622,197 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 364 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GRUBER | PersonNm |
| Phone | 7609465414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17500 MANA ROAD | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92307 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA CALDWELL | |||||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA RODRIGUEZ | |||||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DUBERLY BECK | |||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARCIA VARGAS | |||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES MORRIS | |||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| OMARI ONYANGO | |||||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON PAGE | |||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID RIB | |||||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK WOLF | |||||||||
| APPOINTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA LAMB | |||||||||
| Executive Dir. | 40.00 | 0.00 | $145,862 | $0 | $40,567 | Yes (X) | |||
| DAVID GRUBER | |||||||||
| CFO | 40.00 | 0.00 | $82,533 | $0 | $27,993 | Yes (X) | |||
| STACY NEWMAN | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 0.00 | $113,383 | $0 | $37,957 | Yes (X) | |||
| VALLI ANDREASEN | |||||||||
| K-12 PRINCIPAL | 40.00 | 0.00 | $114,453 | $0 | $33,920 | Yes (X) | |||
| RYAN DORCEY | |||||||||
| DIRECTOR OF IT & GLOBAL PROGRAMS | 40.00 | 0.00 | $105,325 | $0 | $37,184 | Yes (X) | |||
| PAUL ROSELL | |||||||||
| SPECIAL NEEDS DIR. | 40.00 | 0.00 | $120,230 | $0 | $23,944 | Yes (X) | |||
| MATTHEW HUFFINE | |||||||||
| TEACHER | 40.00 | 0.00 | $96,325 | $0 | $33,369 | Yes (X) | |||
| FAUSTO BARRAGAN | |||||||||
| PRINCIPAL | 40.00 | 0.00 | $118,596 | $0 | $24,691 | Yes (X) | |||
| GUSTAVO CONGO | |||||||||
| PSYCHOLOGIST | 40.00 | 0.00 | $95,626 | $0 | $33,846 | Yes (X) | |||
| MYRNA FOSTER | |||||||||
| DEAN OF STUDENTS | 40.00 | 0.00 | $98,231 | $0 | $33,150 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,090,564 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $326,621 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PREFERRED MEAL SYSTEMS | |||||
| 3070 E WASHINGTON BLVD | LOS ANGELES | CA | 90023 | FOOD SERVICES | $370,176 |
| SAN BERNARDINO COUNTY SUPERINTENDENT OF SCHLS | |||||
| 601 NORTH E STREET | SAN BERNARDINO | CA | 924150020 | MANAGEMENT SERVICES | $208,000 |
| WILLIAMS SCOTSMAN | |||||
| 195 E MORGAN STREET | PERRIS | CA | 92571 | FACILITIES LEASING | $186,769 |
| EBMEYER CHARTER | |||||
| 13768 PIONEER ROAD | APPLE VALLEY | CA | 92307 | TRANSPORTATION | $100,755 |
| APPLE COMPUTER INC | |||||
| 1 APPLE PARK WAY | CUPERTINO | CA | 95014 | TECHNOLOGY | $115,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,449 | FundraisingAmt |
| Government Grants | $24,699,357 | GovernmentGrantsAmt |
| All Other Contributions | $328,760 | AllOtherContributionsAmt |
| Total Contributions | $25,044,566 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CLASS FEES | $107,291 | $107,291 | |
| FOOD SALES | $90,390 | $90,390 | |
| SCHOOLWIDE PROGRAM FEES | $129,067 | $129,067 | |
| STUDENT ACTIVITIES | $46,485 | $46,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $373,233 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,693 | TotalRevenueColumnAmt |
| Exclusion | $54,693 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,389 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,449 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,279 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,110 | TotalRevenueColumnAmt |
| Exclusion | $8,110 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS | Desc |
| Total Revenue Column | $58,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,722 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,722 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,539,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,013 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $328,745 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,177 | TotalAmt |
| Program Services | $334,180 | ProgramServicesAmt |
| Management And General | $404,997 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,997,232 | TotalAmt |
| Program Services | $9,585,586 | ProgramServicesAmt |
| Management And General | $2,411,646 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826,204 | TotalAmt |
| Program Services | $2,119,412 | ProgramServicesAmt |
| Management And General | $706,792 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,939 | TotalAmt |
| Program Services | $1,324,001 | ProgramServicesAmt |
| Management And General | $411,938 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,488 | TotalAmt |
| Program Services | $302,281 | ProgramServicesAmt |
| Management And General | $106,207 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,745 | TotalAmt |
| Management And General | $85,745 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,735 | TotalAmt |
| Management And General | $99,735 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,500 | TotalAmt |
| Management And General | $23,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,767 | TotalAmt |
| Program Services | $87,046 | ProgramServicesAmt |
| Management And General | $341,721 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,713 | TotalAmt |
| Management And General | $12,713 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,064 | TotalAmt |
| Management And General | $33,064 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,167 | TotalAmt |
| Program Services | $188,182 | ProgramServicesAmt |
| Management And General | $429,985 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,943 | TotalAmt |
| Program Services | $21,943 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,252 | TotalAmt |
| Program Services | $201,252 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,545 | TotalAmt |
| Management And General | $379,545 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,116 | TotalAmt |
| Management And General | $780,116 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,121 | TotalAmt |
| Management And General | $196,121 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD EXPENSE | $443,462 | $443,462 | |
| GENERAL SUPPLIES | $313,627 | $68,998 | $244,629 |
| SMALL EQUIP | $249,517 | $249,517 | |
| CONSULTING | $205,972 | $45,314 | $160,658 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,086 | TotalAmt |
| Program Services | $651,023 | ProgramServicesAmt |
| Management And General | $342,063 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,793,372 | TotalAmt |
| Program Services | $15,622,197 | ProgramServicesAmt |
| Management And General | $7,171,175 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,199,159 | BOYAmt |
| EOY | $3,356,356 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,217 | BOYAmt |
| EOY | $1,619,953 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,140,678 | BOYAmt |
| EOY | $3,690,826 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,567 | BOYAmt |
| EOY | $84,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,362,386 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,950,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,776,705 | BOYAmt |
| EOY | $18,411,984 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$340,862 | BOYAmt |
| EOY | -$586,016 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,269 | BOYAmt |
| EOY | $362,480 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,282,733 | BOYAmt |
| EOY | $26,940,300 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,599 | BOYAmt |
| EOY | $1,093,870 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,149 | BOYAmt |
| EOY | $61,012 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,995,000 | BOYAmt |
| EOY | $4,865,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,507,129 | BOYAmt |
| EOY | $983,857 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304,940 | BOYAmt |
| EOY | $29,232 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,168,817 | BOYAmt |
| EOY | $7,032,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,499,781 | BOYAmt |
| EOY | $19,436,450 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,714 | BOYAmt |
| EOY | $395,351 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,421 | BOYAmt |
| EOY | $75,528 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,113,916 | BOYAmt |
| EOY | $19,907,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,282,733 | BOYAmt |
| EOY | $26,940,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,745,952 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$245,154 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $555,708 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$263,093 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $281,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,651,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,044,566 | CurrentTaxYearAmt |
| Total | $48,191,180 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,792,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,264,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,509,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $522,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,233 | CurrentTaxYearAmt |
| Total | $64,462,781 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,074,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,404,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,582,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,173,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,417,799 | CurrentTaxYearAmt |
| Total | $112,653,961 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $112,653,961 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,693 | CurrentTaxYearAmt |
| Total | $124,781 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,693 | CurrentTaxYearAmt |
| Total | $124,781 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $19,389 | CurrentTaxYearAmt |
| Total | $19,389 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $17,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,722 | CurrentTaxYearAmt |
| Total | $75,890 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,110,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,432,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,584,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,195,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,550,603 | CurrentTaxYearAmt |
| Total | $112,874,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99890 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,421 | BeginningYearBalanceAmt |
| Contributions | $1,550 | ContributionsAmt |
| Investment Earnings Or Losses | $77 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,520 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,528 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,882 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $532 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,421 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,792 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $90 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $75,882 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,694 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $98 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $75,792 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,464 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | $80 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,694 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $798,729 | OtherCostOrOtherBasisAmt |
| Book Value | $798,729 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,298,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,744,836 | DepreciationAmt |
| Book Value | $13,553,232 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,822,476 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,673,030 | DepreciationAmt |
| Book Value | $3,149,446 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,208,554 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,532,536 | DepreciationAmt |
| Book Value | $676,018 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,559 | OtherCostOrOtherBasisAmt |
| Book Value | $234,559 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,411,984 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL & BENEFITS | $7,368 |
| DUE TO STUDENT GROUPS | $21,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,232 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,550,603 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $11,279 | OtherRevenueAmt |
| Revenue Not Reported | $11,279 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,539,324 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $25,539,324 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,804,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,279 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,279 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,793,372 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $22,793,372 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE ENDOWMENT FUNDS ARE PERMANENTLY SET ASIDE FOR EXPENDITURES ON OPTICAL EQUIPMENT LOANED TO THE ORGANIZATION OR FOR SCHOLARSHIPS. |
| Part X : FIN48 Footnote | The Charter is a non-profit 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 for its primary activity. However, the Charter also conducts unrelated consulting activities for which unrelated business income is generated. As a result, this income is taxable, however, management believes that no material income tax liability will arise for this fiscal year, and therefore, 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. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | DIRECT EXPENSES SPECIAL EVENTS $11279 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | DIRECT EXPENSES SPECIAL EVENTS $11279 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2019 GALA | Event1Nm |
| Gross Receipts Event1 | $28,973 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,426 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,547 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,993 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,386 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,091 | OtherDirectExpensesEvent1Amt |
| Event2 | 2018 WINE & CHEESE SOCIAL | Event2Nm |
| Gross Receipts Event2 | $6,865 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,023 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,842 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $200 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $564 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $445 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $35,838 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,449 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,389 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,193 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,950 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,536 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,279 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,110 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| LISA LAMB | ||||
| Executive Dir. | $145,862 | $22,725 | $17,842 | $186,429 |
| STACY NEWMAN | ||||
| DIRECTOR OF HUMAN RESOURCES | $113,383 | $20,098 | $17,859 | $151,340 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA MUNICIPAL FINANCE AUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP | 13048TNN9 | CUSIPNum |
| Bond Issued | 2012-09-18 | BondIssuedDt |
| Issue Price | $5,240,000 | IssuePriceAmt |
| Purpose | REFINANCE ED. FACILITIES LOAN | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $5,240,000 | TotalProceedsAmt |
| Capitalized Interest | $515,386 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $104,800 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $79,961 | CreditEnhancementAmt |
| Capital Expenditures | $2,800,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,739,851 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.0000 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SOHOLT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF FORMER CEO | RelationshipDescriptionTxt |
| Transaction | $12,158 | TransactionAmt |
| Transaction | EMPLOYMENT/WAGES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | A DRAFT OF THE RETURN IS EMAILED TO EACH BOARD MEMBER BEFORE FILING AND THEY ARE ASKED TO REVIEW IT. THE BOARD IS PRESENTED ANNUALLY WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE FOUNDATION OPERATES CHARTER SCHOOLS IN CALIFORNIA, SO IT COMPLIES WITH THE PROVISIONS OF THE CALIFORNIA CODES WHICH AFFECT ALL CALIFORNIA PUBLIC SCHOOL AGENCIES. AS SUCH, THE CONFLICT OF INTEREST CODE WHICH WAS ADOPTED BY THE BOARD OF DIRECTORS IN 2002 AND AMENDED IN 2008, MEETS THE REQUIREMENTS OF THE STATE OF CALIFORNIA GOVERNMENT CODE 81000. THE HUMAN RESOURCE DEPARTMENT ANNUALLY COMMUNICATES WITH EACH DIRECTOR, OFFICER, KEY EMPLOYEE AND HIGHLY COMPENSATED EMPLOYEE THAT THEY MUST FILE THE REQUIRED FORM (FORM 700) WITHIN THE STATED TIME FRAME. IF ANYONE THAT IS REQUIRED DOES NOT RETURN THE FORM TO THE HR DEPARTMENT, THEY ARE REMINDED THAT COMPLIANCE IS MANDATORY. TO DATE, ALL INDIVIDUALS THAT ARE REQUIRED TO FILE HAVE DONE SO. THE HR DEPARTMENT THEN FILES THE FORMS THAT ARE REQUIRED TO BE FILED WITH THE OTHER AGENCIES AND MAKES AVAILABLE FOR PUBLIC INSPECTION THOSE THAT MEET THE CODE REQUIREMENTS. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE COMPENSATION OF THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT. THE DESCRIPTION OF THE CEO POSITION IS A MATTER OF BOARD POLICY #BP 2120. THE EMPLOYMENT OF THE CEO IS GOVERNED BY A CONTRACT AND THE SIGNIFICANT TERMS OF THE CONTRACT ARE GOVERNED BY BOARD POLICY BP #2121. ANNUAL EVALUATION OF THE CEO IS REQUIRED BY BOARD POLICY BP #2123. THE CEO SALARY IS DETERMINED BY REFERENCE TO A COMPARISION WITH THE PUBLISHED SALARY SCHEDULES OF OTHER LOCAL EDUCATIONAL INSTITUTIONS. A RECORD OF THE SALARY COMPARISON WAS MADE CONTEMPORANEOUSLY. FOR ALL OTHER EMPLOYEES, INCLUDING KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES, THE BOARD HAS ADOPTED A POLICY FOR PERSONNEL HIRING PRACTICES WHICH IS SET FORTH IN BOARD POLICY BP #2400 AND AN ADMINISTRATIVE RULE ENTITLED ADMINISTRATION HIRING PRACTICIES WHICH GOVERNS THE CREATION OF NEW POSITIONS. THE BOARD ALSO MAINTAINS A PERSONNEL COMMITTEE CONSISTING OF BOARD MEMBERS, THE CEO AND THE HR MANAGER, WHICH MEETS AND ADVISES THE BOARD ON PERSONNEL POLICY MATTERS. ALL SALARIES ARE NEGOTIATED AMONG THE STAFF CABINET, THE HR MANAGER, THE CEO OR THE BOARD DIRECTLY, WHICH EVER IS THE MOST APPORPRIATE IN THE CIRCUMSTANCES. |
| Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection | THE ORGANIZATION MAKES ALL DOCUMENTS AND INFORMATION SUBJECT TO PUBLIC INSPECTION UPON REQUEST AT A REASONABLE TIME AND UNDER REASONABLE CONDITIONS. THESE DOCUMENTS INCLUDE THE FORM 1023 AND FORMS 990 FOR ALL YEARS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE BYLAWS OF THE ORGANIZATION ARE AVAILABLE ON ITS WEBSITE, WWW.LEWISCENTER.ORG. THE WEBSITE ALSO DISCLOSES THE FOUNDATION BOARD MEMBERS, MOST CURRENT MEETING AGENDAS, AND THE MINUTES OF THE LAST BOARD MEETING. ALSO DISPLAYED ARE THE CHARTER PETITIONS OF THE TWO CHARTER SCHOOLS. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | REPAYMENT OF STATE AWARD = -$263093 |
| PART VI, SECTION B, LINE 13 | BOARD POLICY #4270 IS OUR ANTI FRAUD POLICY AND REPORTING PROCEDURE. THE PROCEDURE CONTAINS A SECTION 'WHISTLE-BLOWER PROTECTION' THAT PROTECTS ANY EMPLOYEE FROM RETRIBUTION IF THEY ACTED IN GOOD FAITH IN ATTEMPTING TO COMPLY WITH THE ANTI-FRAUD POLICY. |
| PART VI, SECTION B, LINE 14 | THE ORGANIZATION HAS IMPLEMENTED THE GUIDANCE OF 'RECORDS RETENTION MANUAL' PUBLISHED BY THE CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS, AS ITS RECORD RETENTION POLICY. COPIES OF THE MANUAL ARE AVAILABLE TO MANAGEMENT AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION. |
| PUBLIC CHARTER SCHOOL | THE FILING ENTITY IS ORGANIZED AND OPERATED AS A PUBLIC CHARTER SCHOOL IN THE STATE OF CALIFORNIA. AS A RESULT, SCHEDULE E IS NOT REQUIRED TO BE FILED. |
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