BELLEVUE SANTA FE CHARTER SCHOOL INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BELLEVUE SANTA FE CHARTER SCHOOL INC (EIN 77-0423073)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-04
IRS object ID
201310359349300966
Schema version
2011v1.2
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)
Timestamp2013-02-04T17:57:08-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN952648289EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1VAVRINEKTRINEDAY & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18270 ASPEN STREETAddressLine1
CityRANCHO CUCAMONGACity
StateCAState
ZIP Code91730ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770423073EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BELLEVUE-SANTA FE CHARTER SCHOOL INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBELLNameControl
Phone8055957169Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 SAN LUIS BAY DRAddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934058003ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRIAN GETZName
TitlePRINCIPALTitle
Phone8055957169Phone
Date Signed2013-01-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMATTHEW S MILLERName
PTINP01385220PTIN
Phone9094664410Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBRIAN GETZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11401 SAN LUIS BAY DRAddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934058003ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1033314GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BSFCS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1996YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionOPERATE A PUBLIC ELEMENTARY CHARTER SCHOOLActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees18TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year999834ContributionsGrantsPriorYear
Contributions Grants Current Year1033314ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year999834TotalRevenuePriorYear
Total Revenue Current Year1033314TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year788227SalariesEtcPriorYear
Salaries Etc Current Year798003SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year173644OtherExpensePriorYear
Other Expenses Current Year165097OtherExpensesCurrentYear
Total Expenses Prior Year961871TotalExpensesPriorYear
Total Expenses Current Year963100TotalExpensesCurrentYear
Revenues Less Expenses Prior Year37963RevenuesLessExpensesPriorYear
Revenues Less Expenses CY70214RevenuesLessExpensesCY
Total Assets BOY399392TotalAssetsBOY
Total Assets EOY482502TotalAssetsEOY
Total Liabilities BOY20149TotalLiabilitiesBOY
Total Liabilities EOY33045TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY379243NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY449457NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionBELLEVUE SANTA FE CHARTER SCHOOL IS A SCHOOL OF CHOICE WHICH SERVES KINDERGARTEN TO SIXTH GRADE STUDENTS FROM AVILA VALLEY AND SURROUNDING AREAS. BELLEVUE-SANTA FE CHARTER SCHOOL STRIVES TO CREATE A SAFE, SUPPORTIVE, INSPIRING, AND CHALLENGING SCHOOL ENVIRONMENT WHERE LEARNING IS OPTIMIZED FOR EVERY CHILD.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense799843Expense
Revenue1033314Revenue
DescriptionPUBLIC INDEPENDENT SCHOOL OPERATED UNDER THE CALIFORNIA CHARTER SCHOOL LAWS, PROVIDES TRADITIONAL ELEMENTARY EDUCATION TO STUDENTS OF THE COMMUNITYDescription
Total Program Service Expense799843TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees18NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BELLEVUE SANTA FE CHARTER SCHOOLBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8055957169TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11401 SAN LUIS BAY DRAddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code93405ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
DANIELLE EPSTEIN
MEMBER2.00X000
CHERYL KOTLAREK
MEMBER2.00X000
MARC LEBED
MEMBER2.00X000
KEVIN ASHWORTH
MEMBER/INSTRUCTOR40.00X64835021064
JENNIFER JARVIS
MEMBER/INSTRUCTOR40.00X2151501871
ANDREW MORRIS
MEMBER2.00X000
BRIAN GETZ
PRINCIPAL40.00115949025886X
FieldValueIRS element (for citing)
Total Reportable Comp From Org202299TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation48821TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants1033314GovernmentGrants
Total Contributions1033314TotalContributions

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1033314TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total202299Total
Program Services202299ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total448365Total
Program Services395382ProgramServices
Management And General52983ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total72359Total
Program Services66570ProgramServices
Management And General5789ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total74980Total
Program Services68982ProgramServices
Management And General5998ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total68606Total
Management And General68606ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
INSTRUCTIONAL MATERIALS3641736417
FOOD3019330193
REPAIRS AND MAINTENANCE2472224722
TELEPHONE43614361

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total798Total
Management And General798ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total963100Total
Program Services799843ProgramServices
Management And General163257ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY345860BOY
EOY420502EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY53491BOY
EOY61181EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY41BOY
EOY819EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY399392BOY
EOY482502EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY20149BOY
EOY33045EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY20149BOY
EOY33045EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY379243BOY
EOY449457EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY379243BOY
EOY449457EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY399392BOY
EOY482502EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses70214ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records0MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONSCHEDULE E, PART I, LINE 3PUBLISHED IN NEWSPAPER ANNOUNCEMENTS
EXPLANATION OF DOCUMENT RETENTIONSCHEDULE E, PART I, LINE 4NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE IS OFFERED
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCESCHEDULE E, PART I, LINE 6THE ORGANIZATION RECEIVES CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE AND OTHER FEDERAL AND STATE EDUCATIONAL GRANTS.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE RETURN WILL BE PROVIDED BY MAIL OR E MAIL TO ALL BOARD MEMBERS BEFORE THE FILING OF THE RETURN
FORM 990, PART VI, SECTION B, LINE 12CBOARD ANNUALLY DISCLOSES ANY POSSIBLE CONFLICTS, WHICH ARE MONITORED AND IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS OR VOTING ON THE ISSUE.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD AFTER USING COMPARABLE DATA TO SET THE SALARY RANGE. THE BOARD THEN APPROVES THE SALARY
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS

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