CESAR ESTRADA CHAVEZ DUAL LANGUAGE IMMERSION CHARTER SCHOOL: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
CESAR ESTRADA CHAVEZ DUAL LANGUAGE IMMERSION CHARTER SCHOOL (EIN 77-0565400)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201111369349302346
Schema version
2009v1.4
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)
Timestamp2011-05-16T11:39:00-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770565400EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CESAR ESTRADA CHAVEZ DUALBusinessNameLine1
Business Name Line2IMMERSION CHARTER SCHOOLBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCESANameControl
Phone8059667392Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11102 E YANONALI stAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code931032704ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGERARDO ALDANAName
TitleTREASURERTitle
Phone8059667392Phone
Date Signed2011-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMATTHEW S MILLERName
Phone9094664410Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGERARDO ALDANANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11102 E YANONALI stAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code931032704ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2005996GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.ADELANTECHARTER.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2000YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO DEVELOP BI-LITERATE, MULTI-CULTURAL STUDENTS WHOSE STRONG ACADEMIC AND CULTURAL FOUNDATION TO PREPARE THEM TO MEANINGFULLY PARTICIPATE IN THEIR FAMILY, THEIR COMMUNITY, AND THEIR WORLD TO CREATE A MORE JUST AND EQUITABLE SOCIETY. ALL STUDENTS ARE PROVIDED THE OPPORTUNITY TO BECOME BILINGUAL, BILITERATE AND BICULTURAL.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees37TotalNbrEmployees
Total Nbr Volunteers30TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year1992663ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Current Year1992663TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year1648616SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expenses Current Year515418OtherExpensesCurrentYear
Total Expenses Current Year2164034TotalExpensesCurrentYear
Revenues Less Expenses CY-171371RevenuesLessExpensesCY
Total Assets EOY522285TotalAssetsEOY
Total Liabilities EOY378748TotalLiabilitiesEOY
Net Assets Or Fund Balances EOY143537NetAssetsOrFundBalancesEOY
Mission DescriptionA CALIFORNIA PUBLIC CHARTER SCHOOLMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1625737Expense
DescriptionA CALIFORNIA PUBLIC CHARTER SCHOOL CURRENTLY SERVING 256 STUDENTS IN KINDERGARTEN THROUGH SIXTH GRADE.Description
Total Program Service Expense1625737TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported0BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
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
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees37NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
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 Line1The OrganizationBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8059667392TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11102 E YANONALI stAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code931032704ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BART MILLAR
TREASURER1.00X000
CRISTINA WOOD
MEMBER1.00X000
YOLIE LOPEZ
VICE PRESIDENT1.00X000
LEE FLEMING
PRESIDENT1.00X000
LISA FIGUEROA
SECRETARY1.00X000
JONATHAN LANG
MEMBER1.00X000
MARIA REY
MEMBER1.00X000
MARY DOCTOR
MEMBER/PARENT1.00X000
CARMEN HERRERA
MEMBER/PARENT1.00X000
JUANITA HERNANDEZ
PRINCIPAL40.00X000X
EVA NEUER
PRINCIPAL40.00X4876907064X
FieldValueIRS element (for citing)
Total Reportable Comp From Org48769TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation7064TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events16697FundraisingEvents
Government Grants1975966GovernmentGrants
Total Contributions1992663TotalContributions
Gross Income Fundraising Events13333GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events16697CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses13333FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1992663TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1345979Total
Program Services1110107ProgramServices
Management And General235872ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total249615Total
Program Services237770ProgramServices
Management And General11845ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total53022Total
Program Services44016ProgramServices
Management And General9006ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total230593Total
Management And General230593ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total26680Total
Management And General26680ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total8991Total
Management And General8991ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total9579Total
Management And General9579ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SPECIAL EDUCATION FEE178192178192
TEXTBOOKS/MATERIALS5565255652
COMMUNICATIONS34613461
DUES AND MEMBERSHIP22702270

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2164034Total
Program Services1625737ProgramServices
Management And General538297ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY252190EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY266902EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY3193EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY522285EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY366174EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY12574EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY378748EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
EOY143537EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY0BOY
EOY143537EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY0BOY
EOY522285EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue1992663TotalRevenue
Total Expenses2164034TotalExpenses
Excess Or Deficit For Year-171371ExcessOrDeficitForYear
Other$314,908OtherAmount
Total Adjustments314908TotalAdjustments
Excess Or Deficit Per FS143537ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2005996TotRevenueEtcAuditedFinclStmt
Other Revenues13333OtherRevenues
Revenue Not Rptd F99013333RevenueNotRptdF990
Revenue Subtotal1992663RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901992663TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2177367TotExpensesEtcAuditedFinclStmt
Other Expenses Included13333OtherExpensesIncluded
Expenses Not Rptd F99013333ExpensesNotRptdF990
Expenses Subtotal2164034ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902164034TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8 - Other Adjustments:CONTRIBUTION FROM SANTA BARBARA ELEMNTARY SCHOOL DISTRICT: 314908.
Part XII, Line 2d - Other Adjustments:SPECIAL EVENTS-DIRECT EXPENSE: 13333.
Part XIII, Line 2d - Other Adjustments:SPECIAL EVENTS-DIRECT EXPENSE: 13333.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnCALIFORNIA DEPARTMENT OF EDUCATION HAS ETHNIC INFORMATION, CALIFORNIA PUBLIC CHARTER SCHOOLPubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records0MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Org Does Not Maintain ExplanationCALIFORNIA PUBLIC CHARTER SCHOOL NO FINANCIAL ASSITANCE AWARDEDOrgDoesNotMaintainExplanation
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
Govt Financial Aid ExplanationCALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCEGovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1DIA DE LOS MUERTOSNameOfEvent1
Gross Receipts Event130030GrossReceiptsEvent1
Charitable Contributions Event116697CharitableContributionsEvent1
Gross Revenue Event113333GrossRevenueEvent1
Rent Facility Costs Event11000RentFacilityCostsEvent1
Other Direct Expenses Event112333OtherDirectExpensesEvent1
Gross Receipts Total30030GrossReceiptsTotal
Charitable Contributions Total16697CharitableContributionsTotal
Gross Revenue Total Events13333GrossRevenueTotalEvents
Rent Facility Costs Total Events1000RentFacilityCostsTotalEvents
Other Direct Expenses Total Events12333OtherDirectExpensesTotalEvents
Direct Expense Summary Events13333DirectExpenseSummaryEvents
Net Income Summary0NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11A COPY OF THE RETURN WILL BE GIVEN TO THE BOARD MEMBERS BEFORE THE FILING OF THE RETURN
Form 990, Part VI, Section B, line 12cBOARD MEMBERS COMPLETE ANNUAL DISCLOSURE WHICH ARE MONITORED BY THE DIRECTOR IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS AND VOTING ON THE ISSUE.
Form 990, Part VI, Section B, line 15SALARY SCHEDULES ARE COMPARABLE TO OTHER SCHOOL DISTRICT PERSONELL AND REVIEWED ANNUALLY.
Form 990, Part VI, Section C, line 19THE DOCUMENTS ARE AVAILABLE AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS UPON REQUEST
FORM 990 PART XI LINE 2 CNO CHANGE FROM PRIOR YEAR
FORM 990CHARTER BECAME DIRECT FUNDED IN 09/10 RECEIVING ALL FUNDS DIRECTLY, PRIOR TO THAT THE REVENUE AND EXPENSES WERE PART OF THE LOCAL SCHOOL DISTRICT.

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