BETA

SAN CARLOS CHARTER LEARNING CENTER: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAN CARLOS CHARTER LEARNING CENTER (EIN 27-4192987)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201931359349305973
Schema version
2017v2.3
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)
Return2019-05-15T11:59:25-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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)
PersonLEIGH CASAMENTOPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone6505087343PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTY WHITEPreparerPersonNm
PTINP01297358PTIN
Phone6192708222PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.175.85.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm11:59:21IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE49C280B6BA4708EC20175DD0DEA5E15B96A59FDAtSubmissionCreationDeviceId
At Submission Filing Device IdAD055E091A5BB830F115753B8BB2D3A1333F3887AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEIGH CASAMENTOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 DARTMOUTH AVENUEAddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,606,524GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee77TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,007,759PYContributionsGrantsAmt
CY Contributions Grants$3,978,374CYContributionsGrantsAmt
PY Program Service Revenue$489,895PYProgramServiceRevenueAmt
CY Program Service Revenue$621,183CYProgramServiceRevenueAmt
PY Investment Income$3,874PYInvestmentIncomeAmt
CY Investment Income$6,967CYInvestmentIncomeAmt
PY Other Revenue$21,343PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,522,871PYTotalRevenueAmt
CY Total Revenue$4,606,524CYTotalRevenueAmt
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$3,228,629PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,642,936CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,213,170PYOtherExpensesAmt
CY Other Expenses$990,069CYOtherExpensesAmt
PY Total Expenses$4,441,799PYTotalExpensesAmt
CY Total Expenses$4,633,005CYTotalExpensesAmt
PY Revenues Less Expenses$81,072PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,481CYRevenuesLessExpensesAmt
Total Assets BOY$1,538,702TotalAssetsBOYAmt
Total Assets EOY$1,545,294TotalAssetsEOYAmt
Total Liabilities BOY$186,968TotalLiabilitiesBOYAmt
Total Liabilities EOY$220,041TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,351,734NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,325,253NetAssetsOrFundBalancesEOYAmt
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$3,732,317ExpenseAmt
Revenue$4,214,464RevenueAmt
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$320,166ExpenseAmt
Revenue$385,093RevenueAmt
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$4,052,483TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee77EmployeeCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MATT KOWITT
CHAIR1.00Yes (X)Yes (X)$0$0$0
LEIGH CASAMENTO
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JASON GISCHE
MEMBER1.00Yes (X)$0$0$0
OLIN PALMER
MEMBER1.00Yes (X)$0$0$0
SONYA SIGLER
MEMBER1.00Yes (X)$0$0$0
AKASH BIJLANI
MEMBER1.00Yes (X)$0$0$0
ALICE MILLER
MEMBER1.00Yes (X)$0$0$0
INGA DAVIS
MEMBER/TEACHER40.00Yes (X)$90,916$0$11,568
ROBERT PORTER
MEMBER/SCSD REP1.00Yes (X)$0$0$0
STACY GILES EMORY
PRESIDENT & CEO40.00Yes (X)$132,968$0$17,714
JESSIKA WELCOME
TREASURER & CFO40.00Yes (X)$60,667$0$8,950
KARRIE AMSLER
VP & COO40.00Yes (X)$95,572$0$13,487
CAROL A DRACE
TEACHER40.00$100,683$0$13,087Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$480,806TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$64,806TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$335,461RelatedOrganizationsAmt
Government Grants$3,567,752GovernmentGrantsAmt
All Other Contributions$75,161AllOtherContributionsAmt
Total Contributions$3,978,374TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AFTERSCHOOL CARE FEES624410$385,093$385,093
STUDENT ACTIVITIES611710$133,706$133,706
STUDENT FIELD TRIPS611710$102,384$102,384
FieldValueIRS element (for citing)
Total Program Service Revenue$621,183TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,967TotalRevenueColumnAmt
Exclusion$6,967ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,606,524TotalRevenueColumnAmt
Related Or Exempt Func Income$621,183RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,967ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$431,842TotalAmt
Program Services$362,225ProgramServicesAmt
Management And General$69,617ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,483,044TotalAmt
Program Services$2,334,735ProgramServicesAmt
Management And General$148,309ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$491,839TotalAmt
Program Services$465,535ProgramServicesAmt
Management And General$26,304ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$119,756TotalAmt
Program Services$111,014ProgramServicesAmt
Management And General$8,742ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$116,455TotalAmt
Program Services$114,065ProgramServicesAmt
Management And General$2,390ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,188TotalAmt
Management And General$32,188ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$107,509TotalAmt
Management And General$107,509ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$388,273TotalAmt
Program Services$297,040ProgramServicesAmt
Management And General$91,233ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,935TotalAmt
Management And General$5,935ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,809TotalAmt
Program Services$12,809ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$81,898TotalAmt
Program Services$5,326ProgramServicesAmt
Management And General$76,572ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,783TotalAmt
Program Services$16,783ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,200TotalAmt
Program Services$14,200ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,592TotalAmt
Program Services$28,592ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STUDENT FIELD TRIPS$156,037$156,037
BOOKS & SUPPLIES$132,980$121,257$11,723
DUES & MEMBERSHIPS$12,865$12,865

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,633,005TotalAmt
Program Services$4,052,483ProgramServicesAmt
Management And General$580,522ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,000,175BOYAmt
EOY$509,975EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$229,705BOYAmt
EOY$793,419EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$258,094BOYAmt
EOY$184,177EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$50,728BOYAmt
EOY$57,723EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,538,702BOYAmt
EOY$1,545,294EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$186,968BOYAmt
EOY$214,353EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,688EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$186,968BOYAmt
EOY$220,041EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,342,756BOYAmt
EOY$1,325,253EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,978BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,351,734BOYAmt
EOY$1,325,253EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,538,702BOYAmt
EOY$1,545,294EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$26,481ReconcilationRevenueExpnssAmt
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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,606,524TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,606,524RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,606,524TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,633,005TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,633,005ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,633,005TotalExpensesPerForm990Amt

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)
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)
PersonSTACY GILES EMORYPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$132,968BaseCompensationFilingOrgAmt
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$17,714DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$150,682TotalCompensationFilingOrgAmt
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 WILLBE 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 110
SAN CARLOS PTA
826 CHESTNUT STREETSAN CARLOSCA94070942417447SUPPORT SAN CARLOS SCHOOLSCA501(C)(3)LINE 90
SCCLC FUNDRAISING ASSOCIATION
750 DARTMOUTH AVESAN CARLOSCA94070900120643RAISE FUNDS FOR SAN CARLOS CHARTERCA501(C)(3)LINE 20
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$235,461CONTRIBUTIONS
SCCLC FUNDRAISING ASSOCIATION
C$100,000CONTRIBUTIONS

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