BELLEVUE SANTA FE CHARTER SCHOOL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BELLEVUE SANTA FE CHARTER SCHOOL INC (EIN 77-0423073)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201111369349303031
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)
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 Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCATHERINE L GRAYName
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 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 Receipts932057GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
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 Employees15TotalNbrEmployees
Total Nbr Volunteers102TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1017829ContributionsGrantsPriorYear
Contributions Grants Current Year922436ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1017829TotalRevenuePriorYear
Total Revenue Current Year922436TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year767515SalariesEtcPriorYear
Salaries Etc Current Year748865SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year226921OtherExpensePriorYear
Other Expenses Current Year161028OtherExpensesCurrentYear
Total Expenses Prior Year994436TotalExpensesPriorYear
Total Expenses Current Year909893TotalExpensesCurrentYear
Revenues Less Expenses Prior Year23393RevenuesLessExpensesPriorYear
Revenues Less Expenses CY12543RevenuesLessExpensesCY
Total Assets BOY345899TotalAssetsBOY
Total Assets EOY367665TotalAssetsEOY
Total Liabilities BOY17162TotalLiabilitiesBOY
Total Liabilities EOY26385TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY328737NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY341280NetAssetsOrFundBalancesEOY
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
Expense789836Expense
DescriptionPUBLIC INDEPENDENT SCHOOL OPERATED UNDER THE CALIFORNIA CHARTER SCHOOL LAWS, PROVIDES TRADITIONAL ELEMENTARY EDUCATION TO STUDENTS OF THE COMMUNITYDescription
Total Program Service Expense789836TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
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 Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
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 With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
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
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/INSTRUCTOR40.00X6690005800
JENNIFER JARVIS
MEMBER/INSTRUCTOR40.00X2288600
JIM GIN
MEMBER2.00X000
BRIAN GETZ
PRINCIPAL40.00120127014731X
FieldValueIRS element (for citing)
Total Reportable Comp From Org209913TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation20531TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events19048FundraisingEvents
Government Grants903388GovernmentGrants
Total Contributions922436TotalContributions
Gross Income Fundraising Events9621GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events19048CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses9621FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column922436TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total209913Total
Program Services209913ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total412225Total
Program Services362587ProgramServices
Management And General49638ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total63836Total
Program Services58729ProgramServices
Management And General5107ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total62891Total
Program Services57860ProgramServices
Management And General5031ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total56616Total
Management And General56616ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total20Total
Management And General20ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total23654Total
Program Services23654ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total369Total
Management And General369ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
FOOD3388533885
INSTRUCTIONAL MATERIALS3242732427
CAPITAL OUTLAY75447544
TELEPHONE32763276
TEXTBOOKS32373237

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total909893Total
Program Services789836ProgramServices
Management And General120057ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY310471BOY
EOY331754EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY35428BOY
EOY35911EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY345899BOY
EOY367665EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY17162BOY
EOY26385EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY17162BOY
EOY26385EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY328737BOY
EOY341280EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY328737BOY
EOY341280EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY345899BOY
EOY367665EOY
FieldValueIRS element (for citing)
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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue922436TotalRevenue
Total Expenses909893TotalExpenses
Excess Or Deficit For Year12543ExcessOrDeficitForYear
Excess Or Deficit Per FS12543ExcessOrDeficitPerFS

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnPUBLISHED IN NEWSPAPER ANNOUNCEMENTSPubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records0MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Org Does Not Maintain ExplanationNO SCHOLARSHIPS OR FINANCIAL ASSISTANCE IS OFFEREDOrgDoesNotMaintainExplanation
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 ExplanationTHE ORGANIZATION RECEIVES CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE AND OTHER FEDERAL AND STATE EDUCATIONAL GRANTS.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ANNUAL EVENTNameOfEvent1
Gross Receipts Event128669GrossReceiptsEvent1
Charitable Contributions Event119048CharitableContributionsEvent1
Gross Revenue Event19621GrossRevenueEvent1
Other Direct Expenses Event19621OtherDirectExpensesEvent1
Gross Receipts Total28669GrossReceiptsTotal
Charitable Contributions Total19048CharitableContributionsTotal
Gross Revenue Total Events9621GrossRevenueTotalEvents
Other Direct Expenses Total Events9621OtherDirectExpensesTotalEvents
Direct Expense Summary Events9621DirectExpenseSummaryEvents
Net Income Summary0NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanation
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
FORM 990 PART XI LINE 2CNO CHANGE FROM PRIOR YEAR

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