COMMUNITY ROOTS CHARTER SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY ROOTS CHARTER SCHOOL (EIN 90-0673012)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-19
- IRS object ID
- 201741099349300124
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-19T15:44:21+00:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952242818 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICENTI LLOYD & STUTZMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 STE 100 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917404676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900673012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ROOTS CHARTER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9498314272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29292 CROWN VALLEY PKWY | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY F CAVALLARO | PersonNm |
| Person Title | ED OF EDUCATION | PersonTitleTxt |
| Phone | 9498314272 | PhoneNum |
| Signature | 2017-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DERRICK DEBRUYNE CPA | PreparerPersonNm |
| PTIN | P00591016 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2017-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JEREMY F CAVALLARO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29292 CROWN VALLEY PKWY | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,519,156 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITYROOTSACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY ROOTS CHARTER SCHOOL'S MISSION IS TO BE A PREMIER PROJECT-BASED SCHOOL WHERE CHILDREN ARE DELIBERATELY TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. COMMUNITY ROOTS CHARTER SCHOOL WILL PROVIDE A SAFE ENVIRONMENT WHERE STUDENTS LEARN TO COMBINE CURIOSITY WITH APPLICATION TO DEVELOP 21ST CENTURY SKILLS THAT WILL EMPOWER THEM TO THINK INDEPENDENTLY, TO SOLVE PROBLEMS CREATIVELY, TO ARTICULATE THEIR IDEAS AND TO WORK PRODUCTIVELY WHILE COLLABORATING WITH DIVERSE PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,262,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,348,520 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,218 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,109 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,510 | PYOtherRevenueAmt |
| CY Other Revenue | $151,965 | CYOtherRevenueAmt |
| PY Total Revenue | $3,327,686 | PYTotalRevenueAmt |
| CY Total Revenue | $4,506,594 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,661,866 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,436,894 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,936 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,148,048 | PYOtherExpensesAmt |
| CY Other Expenses | $1,746,935 | CYOtherExpensesAmt |
| PY Total Expenses | $2,809,914 | PYTotalExpensesAmt |
| CY Total Expenses | $4,183,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $517,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $322,765 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,283,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,860,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $332,636 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,205,443 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,528,208 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | COMMUNITY ROOTS CHARTER SCHOOL'S MISSION IS TO BE A PREMIER PROJECT-BASED SCHOOL WHERE CHILDREN ARE DELIBERATELY TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. COMMUNITY ROOTS CHARTER SCHOOL WILL PROVIDE A SAFE ENVIRONMENT WHERE STUDENTS LEARN TO COMBINE CURIOSITY WITH APPLICATION TO DEVELOP 21ST CENTURY SKILLS THAT WILL EMPOWER THEM TO THINK INDEPENDENTLY, TO SOLVE PROBLEMS CREATIVELY, TO ARTICULATE THEIR IDEAS AND TO WORK PRODUCTIVELY WHILE COLLABORATING WITH DIVERSE PEOPLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,163,961 | ExpenseAmt |
| Desc | A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. | Desc |
| Total Program Service Expenses | $3,163,961 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | 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 | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | false | 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 | Yes (true) | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192663230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 CAMINO DEL RIO SOUTH SUITE 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ADELE SENDER | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WES PHILLIPS | ||||||
| SECRETARY/CF | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRADLEY J SHAPIRO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYN BOGART | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON GLICKMAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN WITT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY F CAVALLARO | ||||||
| ED OF EDUCAT | 40.00 | Yes (X) | $108,448 | $0 | $0 | |
| EVE FEIN | ||||||
| ED OF RESOUR | 40.00 | Yes (X) | $86,554 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,002 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $4,246,359 | GovernmentGrantsAmt |
| All Other Contributions | $102,161 | AllOtherContributionsAmt |
| Total Contributions | $4,348,520 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,109 | TotalRevenueColumnAmt |
| Exclusion | $6,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,951 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,562 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,389 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC/FIELD TRIPS | Desc |
| Total Revenue Column | $104,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,576 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $104,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,506,594 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,576 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,383 | TotalAmt |
| Program Services | $265,383 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798,903 | TotalAmt |
| Program Services | $1,561,489 | ProgramServicesAmt |
| Management And General | $237,414 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,872 | TotalAmt |
| Program Services | $190,524 | ProgramServicesAmt |
| Management And General | $29,348 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,736 | TotalAmt |
| Program Services | $134,898 | ProgramServicesAmt |
| Management And General | $17,838 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,316 | TotalAmt |
| Program Services | $221,079 | ProgramServicesAmt |
| Management And General | $34,237 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,596 | TotalAmt |
| Management And General | $62,596 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,000 | TotalAmt |
| Management And General | $108,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,013 | TotalAmt |
| Program Services | $96,080 | ProgramServicesAmt |
| Management And General | $345,933 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731 | TotalAmt |
| Management And General | $2,731 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,668 | TotalAmt |
| Program Services | $170,049 | ProgramServicesAmt |
| Management And General | $133,619 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,770 | TotalAmt |
| Program Services | $178,770 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,534 | TotalAmt |
| Program Services | $18,534 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,128 | TotalAmt |
| Program Services | $9,128 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,216 | TotalAmt |
| Management And General | $20,216 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BOOKS AND SUPPLIES | $193,430 | $193,430 | |
| FIELD TRIPS | $110,012 | $110,012 | |
| FUNDRAISING COSTS | $27,936 | $27,936 | |
| DUES AND MEMBERSHIP | $14,585 | $14,585 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,183,829 | TotalAmt |
| Program Services | $3,163,961 | ProgramServicesAmt |
| Management And General | $991,932 | ManagementAndGeneralAmt |
| Fundraising | $27,936 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,452 | BOYAmt |
| EOY | $389,256 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,944 | BOYAmt |
| EOY | $1,131,180 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,867 | BOYAmt |
| EOY | $272,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,078 | BOYAmt |
| EOY | $39,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,992 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,710 | BOYAmt |
| EOY | $28,880 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,051 | BOYAmt |
| EOY | $1,860,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,608 | BOYAmt |
| EOY | $332,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,608 | BOYAmt |
| EOY | $332,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,443 | BOYAmt |
| EOY | $1,528,208 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,443 | BOYAmt |
| EOY | $1,528,208 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,051 | BOYAmt |
| EOY | $1,860,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $322,765 | ReconcilationRevenueExpnssAmt |
| 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 | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,992 | DepreciationAmt |
| Book Value | $28,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,880 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,519,156 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $12,562 | OtherRevenueAmt |
| Revenue Not Reported | $12,562 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,506,594 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,506,594 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,196,391 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,562 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,562 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,183,829 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,183,829 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE SCHOOL 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. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EVENT EXPENSE 12,562 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES 12,562 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | false | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | THE APPLICATION INCLUDES THE NONDISCRIMINATORY POLICY. |
| SCHEDULE E, LINE 4 | NO FINANCIAL ASSISTANCE IS PROVIDED. |
| SCHEDULE E, LINE 6 | COMMUNITY ROOTS IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TECH TROT | Event1Nm |
| Gross Receipts Event1 | $34,821 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $34,821 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,155 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $25,130 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $25,130 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,141 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,632 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $634 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $59,951 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $59,951 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,141 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,632 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,789 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,562 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $47,389 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | COMMUNITY ROOTS CHARTER SCHOOL'S MISSION IS TO BE A PREMIER PROJECT-BASED SCHOOL WHERE CHILDREN ARE DELIBERATELY TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. COMMUNITY ROOTS CHARTER SCHOOL WILL PROVIDE A SAFE ENVIRONMENT WHERE STUDENTS LEARN TO COMBINE CURIOSITY WITH APPLICATION TO DEVELOP 21ST CENTURY SKILLS THAT WILL EMPOWER THEM TO THINK INDEPENDENTLY, TO SOLVE PROBLEMS CREATIVELY, TO ARTICULATE THEIR IDEAS AND TO WORK PRODUCTIVELY WHILE COLLABORATING WITH DIVERSE PEOPLE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | MANAGEMENT REVIEWS A DRAFT OF THE FORM 990 AND THEN IT IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANUALLY BY THE ORGANIZATION'S MANAGEMENT. THE POLICY IS MAINTAINED ON FILE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | REVIEW OF COMPARABLE COMPENSATION IS PERFORMED BY THE BOARD OF DIRECTORS BEFORE APPROVAL. CONTEMPORANEOUS DOCUMENTATION IS ALSO MAINTAINED. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SAME AS ABOVE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL PUBLIC GOVERNING AND CORPORATE DOCUMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. THE PUBLIC MAY ALSO REQUEST COPIES OF ANY PUBLIC DOCUMENTS AND THESE WILL BE PROVIDED WITHIN THE REQUIRED TIMELINES EITHER ELECTRONICALLY OR WITH PAPER COPIES. |
| FORM 990, PART IX, LINE 11G | NONINSTRUCTIONAL CONSULTANTS 0 345,933 0 INSTRUCTIONAL CONSULTANTS 96,080 0 0 |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EVENT EXPENSE 12,562 FUNDRAISING EVENT EXPENSES -12,562 RECONCILIATION FOR DIRECT FUNDRAISING COST ON SCHEDULE G. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ROOTS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23431 KNOLLWOOD | AddressLine1Txt |
| City | ALISO VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452630292 | EIN |
| Primary Activities | SEE PT VII | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PT II LINE 1 COLUMN B: PRIMARY ACTIVITY NON-PROFIT BENEFIT CORPORATION ORGANIZED TO RAISE FUNDS FOR THE BENEFIT OF COMMUNITY ROOTS ACADEMY AND ITS RELATED ACTIVITIES. | ExplanationTxt |
Comments