2020-07-02T14:56:20-05:00 2019-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2018-07-01 522157082 CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL INC CARL 2027974700 1100 HARVARD STREET NW WASHINGTON DC 20009 GERARDO A LUNA CHIEF FINANCIAL OFFICER 2027974700 2020-07-01 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.5 2020-07-01 22:38:51 ED P ADCBF1CCF5C249E5C89DB9FD920ABF64FBBDC7D8 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2018 2021-01-29 14:40:06Z ALLISON R KOKKOROS 1100 HARVARD STREET NW WASHINGTON DC 20009 31682053 0 X WWW.CARLOSROSARIO.ORG X 1998 DC THE CARLOS ROSARIO SCHOOL HAS MORE THAN FORTY YEARS OF HISTORY SERVING WASHINGTON, D.C.'S DIVERSE IMMIGRANT POPULATION AND IS NATIONALLY AND INTERNATIONALLY RECOGNIZED AS A MODEL IN ADULT EDUCATION. THE SCHOOL OFFERS AN AWARD-WINNING HOLISTIC MODEL OF ADULT EDUCATION FOR IMMIGRANTS INCLUDING CLASSES IN LANGUAGE, LITERACY, GED, CITIZENSHIP AND WORKFORCE DEVELOPMENT AS WELL AS COMPREHENSIVE SUPPORTIVE SERVICES. THE SCHOOL SERVES MORE THAN 2,500 STUDENTS AND IS RANKED AS A TIER 1, HIGH PERFORMING SCHOOL BY THE D.C. PUBLIC CHARTER SCHOOL BOARD. THE SCHOOL'S CHARTER WAS RENEWED IN 2013 FOR AN ADDITIONAL 15 YEARS AND IT IS FULLY ACCREDITED BY THE MIDDLE STATES ASSOCIATION OF AMERICA. 10 9 373 39 0 0 370011 558088 27667348 28605322 171847 317247 2244 -14087 28211450 29466570 89584 115416 0 0 17030684 18713617 27690 25938 119848 10233960 10857751 27381918 29712722 829532 -246152 37937569 38492549 16900290 17440241 21037279 21052308 THE CARLOS ROSARIO SCHOOL DELIVERS HIGH QUALITY EDUCATION, CAREER TRAINING, AND SUPPORTIVE SERVICES THAT ENABLE ADULT IMMIGRANTS TO REALIZE THEIR DREAMS WHILE STRENGTHENING OUR COMMUNITY AND ECONOMY. 0 0 26606469 115416 28605322 MORE THAN FORTY YEARS OF HISTORY SERVING WASHINGTON, D.C.'S DIVERSE IMMIGRANT POPULATION, NATIONALLY AND INTERNATIONALLY RECOGNIZED AS A MODEL IN ADULT EDUCATION. THE SCHOOL OFFERS AN AWARD-WINNING HOLISTIC MODEL OF ADULT EDUCATION FOR IMMIGRANTS INCLUDING CLASSES IN LANGUAGE, LITERACY, GED, CITIZENSHIP AND WORKFORCE DEVELOPMENT AS WELL AS COMPREHENSIVE SUPPORTIVE SERVICES. THE SCHOOL SERVES MORE THAN 2,500 STUDENTS AND IS RANKED AS A TIER 1, HIGH PERFORMING SCHOOL BY THE D.C. PUBLIC CHARTER SCHOOL BOARD. THE SCHOOL CHARTER WAS RENEWED IN 2013 FOR AN ADDITIONAL 15 YEARS AND IT IS FULLY ACCREDITED BY THE MIDDLE STATES ASSOCIATION. 26606469 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 373 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO DC FL KY ME MD MA MI NV NH ND OH OK OR RI SC UT WA WV WI X X X GERARDO A LUNA 2027974700 1100 HARVARD STREET NW WASHINGTON DC 20009 PATRICIA SOSA CHAIR 0.50 X X 0 0 0 BRAHIM RAWI VICE-CHAIR 0.20 X X 0 0 0 JAMES MOORE TREASURER 0.20 X X 0 0 0 MARGARET YAO SECRETARY 0.20 X X 0 0 0 YESHIMEBET BELAY MEMBER 0.20 X 0 0 0 FRANCISCO FERRUFINO MEMBER 0.20 X 0 0 0 BO PHAM MEMBER 0.20 X 0 0 0 VILMA ROSARIO MEMBER 0.20 X 0 0 0 HECTOR J TORRES MEMBER 0.20 X 0 0 0 ALLISON R KOKKOROS MEMBER EX OFFICIO, CEO 45.00 0.40 X X 196951 0 50323 SONIA GUTIERREZ MEMBER THRU 01/31/2019 0.20 30.20 X 68714 105529 7815 GERARDO A LUNA CFO 40.00 X 178051 0 24376 GUSTAVO VITERI CHIEF TECHNOLOGY OFFICER 40.00 X 161849 0 22039 KRISTINE DUNNE MAHER GENERAL COUNSEL 30.00 X 132675 0 10709 JOHN RYAN MONROE CHIEF ACADEMIC OFFICER 40.00 X 125624 0 14918 HOLLY ANN FRESO-MOORE PRINCIPAL 40.00 X 125234 0 21928 KAREN W RIVAS PRINCIPAL 40.00 X 125373 0 22531 1114471 105529 174639 16 0 1 0 PROACTIVE SCHOOL 11419 PURPLE BEACH DRIVE RESTON NV 20191 STUDENT INFORMATION SERVICES 187950 1 58715 326339 173034 558088 PER PUPIL INSTRUCTIONA 900099 20965966 20965966 PER PUPIL FACILITIES A 900099 6852300 6852300 CULINARY SALES 900099 446957 446957 STUDENT FEES & OTHER 900099 220099 220099 ADMIN. SUPPORT SERVICE 900099 120000 120000 28605322 388026 388026 2129657 2200436 -70779 -70779 -70779 960 58715 15047 -14087 -14087 29466570 28605322 0 303160 115416 115416 552016 552016 14893225 13760534 1074686 58005 695427 634796 57208 3423 1448948 1283404 154971 10573 1124001 1040353 79400 4248 88177 100 88077 143445 63844 79332 269 25938 25938 51046 51046 440421 280217 160204 54818 25154 29664 689491 626859 60816 1816 719294 615996 103214 84 5323620 5076372 240204 7044 152542 107802 44724 16 185881 129508 54025 2348 560 560 1589387 1533999 53256 2132 110160 102725 7223 212 INCOME TAXES 63122 63122 DIRECT STUDENT COST & S 647137 647137 CHARTER SCHOOL BOARD AD 258650 258650 FOOD & FOOD SERVICES 253922 253529 393 86078 49514 33217 3347 29712722 26606469 2986405 119848 4023 22355 5131700 9230257 32890 30679 156640 262648 477992 33914439 14040546 20880358 19873893 11443582 8280836 151689 450576 37937569 38492549 2303305 2481095 14000 14582985 14959146 16900290 17440241 X 20924406 20927640 112873 124668 21037279 21052308 37937569 38492549 -246152 261181 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11259921 11259921 3675870 3675870 18978648 14040546 4938102 19873893 DUE TO COMMUNITY CAPITAL CORPORATION 224856 CAPITAL LEASE OBLIGATIONS 12757020 DEFERRED COMPENSATION 323136 DEFERRED RENT 1239787 ACCRUED POSTRETIREMENT BENEFIT 414347 14959146 X 29737718 261181 45966 307147 29430571 51046 -15047 35999 29466570 29722689 45966 15047 61013 29661676 51046 51046 29712722 PART X, LINE 2: UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA, THE SCHOOL IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE SCHOOL HAD NET UNRELATED BUSINESS INCOME OF $167,984 AND $96,652 FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, RESPECTIVELY. GENERALLY, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII, LINE 8B -15,047. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 15,047. 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STUDENTS ARE GIVEN THE NOTICE WHEN THEY COME TO REGISTER AND IT IS ON OUR WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES A PER PUPIL STUDENT AND FACILITY ALLOTMENT BASED ON ENROLLMENT TO DISTRICT OF COLUMBIA GOVERNMENT - THIS IS THE PRIMARY SOURCE OF FUNDING. THE SCHOOL MAY ALSO APPLY AND RECEIVE FUNDS IN THE FORM OF A GRANT(S) FROM THE DISTRICT OF COLUMBIA OFFICE OF STATE SUPERINTENDENT OF EDUCATION FOR SPECIFIC PURPOSE/PROGRAM. CONTRIBUTIONS RECEIVED FROM GOVERNMENT AGENCIES: DISTRICT OF COLUMBIA OFFICE OF THE STATE SUPERINTENDENT OF EDUCATION DISTRICT OF COLUMBIA MAYOR'S OFFICE ON LATINO AFFAIRS X X X X X X 1 PROGRESSITY INC PO BOX 11095 WASHINGTON DC 20008 ONGOING DEVELOPMENT STRATEGY 0 0 22000 -22000 22000 -22000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ACHIEVING THE DREAM LUNCHEON 59675 58715 960 8198 6849 59675 58715 960 8198 6849 15047 -14087 0 SCHOLARSHIPS 62 115416 X X X X X 1 1 0 0 0 0 0 1 0 ALLISON R KOKKOROS MEMBER EX OFFICIO, CEO 179209 0 17506 0 236 0 33534 0 17875 0 248360 0 0 0 SONIA GUTIERREZ MEMBER THRU 01/31/2019 46125 104195 0 0 22589 1334 2061 3188 90 3365 70865 112082 0 0 GERARDO A LUNA CFO 159085 0 16179 0 2787 0 10841 0 14593 0 203485 0 0 0 GUSTAVO VITERI CHIEF TECHNOLOGY OFFICER 144295 0 0 0 17554 0 10172 0 18153 0 190174 0 0 0 PART I, LINES 4A-B A SEVERANCE PAYMENT WAS MADE DURING 2018. DETAILS OF THE TRANSACTION ARE AVAILABLE TO THE IRS UPON REQUEST. ALLISON KOKKOROS PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F). DURING THE CALENDAR YEAR 2018, THERE WAS NO CONTRIBUTION TO THE PLAN. THE ORGANIZATION ACCRUED $21,580 DURING THE CALENDAR YEAR 2018 ($18,887 FOR FYE 06/30/2018 AND THE $2,693 FOR FYE 06/30/2019). PART I, LINE 7 PERFORMANCE BONUSES WERE CALCULATED BASED ON A PERCENTAGE OF BASE SALARY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS A THREE-TIER DATA COMPILATION AND REVIEW SYSTEM FOR THE FORM 990, WHICH INVOLVES THE CONTROLLER AND GENERAL COUNSEL AND CULMINATES WITH THE CFO BEFORE A DRAFT 990 IS PREPARED BY THE ACCOUNTING FIRM. THE ACCOUNTING FIRM PREPARES THE DRAFT FORM 990 FOR REVIEW BY THE ORGANIZATION AND PROPOSED CHANGES ARE DOCUMENTED AS NECESSARY. THE DRAFT IS PRESENTED TO THE CEO AND THE BOARD FOR FURTHER REVIEW. ALL CHANGES ARE COMPILED AND PRESENTED TO THE ACCOUNTING FIRM WHO ISSUES A FINAL DRAFT WHICH IS APPROVED BY THE CFO PRIOR TO FILING THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD OF TRUSTEES AND EMPLOYEES ANNUALLY. EACH BOARD MEMBER AND EMPLOYEE IS RESPONSIBLE FOR REVIEWING AND COMPLYING WITH THE POLICY. EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN OFF THAT THEY ARE IN COMPLIANCE WITH THE POLICY AND MUST DISCLOSE TO THE CEO ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. OFFICERS AND KEY STAFF LEADERSHIP ARE RESPONSIBLE FOR COMPLETING THE CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR AND DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS AS CONFLICTS ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE CEO IS DETERMINED BY REVIEWING SALARY DATA PRODUCED BY AN INDEPENDENT CONSULTANT. THIS INCLUDES REVIEW OF SURVEY DATA FOR CHARTER SCHOOLS OF SIMILAR SIZE/COMPLEXITY, OTHER NOT FOR PROFITS AND OTHER COMPARABLE AGENCIES. THE EXECUTIVE COMMITTEE PROPOSES THE COMPENSATION OF THE CEO WHICH IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD. SALARIES OF THE OTHER OFFICERS WERE DETERMINED AS PART OF A STUDY CONDUCTED BY AND INDEPENDENT CONSULTANT, AND THEREON ANNUAL SALARY INCREASES WERE PERFORMED ACROSS THE BOARD FOR ALL EMPLOYEES. SALARIES OF OTHER OFFICERS WERE APPROVED BY THE CEO AND THE SALARY EXPENSE WAS APPROVED BY THE BOARD AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST, AND CAN BE FOUND ON GUIDESTAR AND THE DC PUBLIC CHARTER SCHOOL BOARD'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 CARLOS ROSARIO PUBLIC CHARTER SCHOOL'S FINANCIAL STATEMENTS CAN BE ACCESSED VIA THE SCHOOL'S WEBSITE UNDER PUBLIC INFORMATION VIA A LINK TO DC PUBLIC CHARTER SCHOOL BOARD'S TRANSPARENCY HUB . THE SCHOOL'S FINANCIAL STATEMENTS ARE ALSO ACCESSIBLY ON THE DC PUBLIC CHARTER SCHOOL BOARD'S WEBSITE DIRECTLY. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. COMMUNITY CAPITAL CORPORATION 1100 HARVARD STREET NW WASHINGTON DC 20009 522332161 PROVIDES AND OPERATES FACILITIES TO HOUSE NON-PROFIT ORGANIZATIONS DC 501(C)(3) LINE 12B, II N/A 0 COMMUNITY CAPITAL CORPORATION - SONIA GUTIERREZ CAMPUS 1100 HARVARD STREET NW WASHINGTON DC 20009 460612061 TO HOLD TITLE AND DEVELOP PROPERTY FOR EDUCATIONAL USES DC 501(C)(2) COMMUNITY CAPITAL CORPORATION 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0