2026-05-15T18:15:06-05:00 2025-06-30 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2024-07-01 274238843 NAVIGATOR SCHOOLS NAVI 4084325750 650 SAN BENITO ST SUITE 230 HOLLISTER CA 95023 NOEL RUSSELL-UNTERBURGER CFO 8318216634 2026-05-12 1 1 LIZBETH G NEVAREZ P01399668 3108731600 2026-05-12 2024 2025-03-06 01:10:19Z NOEL RUSSELL-UNTERBURGER 650 SAN BENITO ST SUITE 230 HOLLISTER CA 95023 37807107 0 X WWW.NAVIGATORSCHOOLS.ORG X 2010 CA TO DEVELOP ADVANCED STUDENTS AND TO PREPARE THEM TO EXCEL IN COLLEGE AND THE WORKPLACE. 8 8 479 10 0 0 32239178 37384614 15492 0 20203 234655 17284 187838 32292157 37807107 0 0 0 0 23541903 27870034 0 0 16953 12274993 11842911 35816896 39712945 -3524739 -1905838 33011329 54625415 27702948 49493937 5308381 5131478 X NAVIGATOR'S MISSION IS TO EQUIP STUDENTS TO BE LEARNERS AND LEADERS IN HIGH SCHOOL, COLLEGE, AND BEYOND. WE DEVELOP TOP-TIER TEAMS OF EDUCATORS WHO CONTINUOUSLY IMPROVE AND INNOVATE SCHOOLS THAT DELIVER PHENOMENAL OUTCOMES FOR ALL STUDENTS, REGARDLESS OF THEIR CIRCUMSTANCES. NAVIGATOR'S THREE K-8 SCHOOLS ARE SMALL-TOW LOCATED IN HOLLISTER, GILROY, AND WATSONVILLE, CALIFORNIA, SERVING PRIMARILY MIGRANT, RURAL, AND STUDENTS OF HISPANIC HERITAGE FROM LOW SOCIO-ECONOMIC STATUS FAMILIES, MOST OF WHOM ARE MULTIPLE LANGUAGE LEARNERS. OUR K-6 SCHOOL IN HAYWARD SERVES A DIVERSE URBAN POPULATION. 0 0 32267924 DURING 2024-25, NAVIGATOR SCHOOLS SERVED 1,885 STUDENTS. ALL SCHOOLS OUTPERFORMED THEIR LOCAL DISTRICT PEER SCHOOLS ON MATH AND ENGLISH LANGUAGE ARTS STANDARDIZED STATE TESTS. NAVIGATOR SCHOOLS SUCCESS IS DUE TO OUR EMPHASIS ON 1) A STRONG CULTURE OF EXCELLENCE, 2) DATA-DRIVEN INSTRUCTION, 3) CONSISTENT COACHING AND FEEDBACK FOR ALL STAFF, 4) ROBUST MULTIPLE TIERS OF SUPPORT FOR ACADEMICS AND BEHAVIOR, AND 5) STATE-OF-THE-ART TECHNOLOGY TO PREPARE STUDENTS FOR THE FUTURE. NAVIGATOR GRADUATES ARE ACADEMIC SCHOLARS, CONTINUAL IMPROVERS, COURAGEOUS CHANGEMAKERS, CREATIVE PROBLEM SOLVERS, AND COLLABORATIVE TEAMMATES. 32267924 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 479 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X NOEL RUSSELL-UNTERBURGER 8318216634 650 SAN BENITO ST SUITE 230 HOLLISTER CA 95023 NORA CRIVELLO BOARD CHAIR 2.00 0.00 X X 0 0 0 IAN CONNELL VICE CHAIR 2.00 0.00 X X 0 0 0 ANTHONY DI VITTORIO DIRECTOR 2.00 0.00 X 0 0 0 CHUCK DAGGS DIRECTOR 2.00 0.00 X 0 0 0 CLAIRE GRISSOM DIRECTOR 2.00 0.00 X 0 0 0 SHARA HEGDE DIRECTOR 2.00 0.00 X 0 0 0 JAN MAZYCK DIRECTOR 2.00 0.00 X 0 0 0 MACKE RAYMOND DIRECTOR 2.00 0.00 X 0 0 0 CAPRICE YOUNG CEO & SUPERINTENDENT 40.00 0.50 X 313893 0 11144 NOEL RUSSELL-UNTERBERGER CHIEF FINANCIAL & OPERATING OFFICER 40.00 0.00 X 260520 0 6649 JAMES DENT CHIEF ACADEMIC OFFICER 40.00 0.00 X 175324 0 26159 CRYSTAL O'ROURKE CHIEF ACADEMIC OFFICER (INTERIM) 40.00 0.00 X 187130 0 24296 KRISTEN CARR CHIEF COMMUNICATIONS/ENGAGEMENT OFFR 40.00 0.00 X 180898 0 6390 MELISSA ALATORRE DIRECTOR OF PEOPLE SUPPORT 40.00 0.00 X 174600 0 24757 AMI ORTIZ DIRECTOR OF COMPLIANCE & OPERATIONS 40.00 0.00 X 169394 0 3746 1461759 0 103141 27 0 1 0 GALEB PAVING 12340 SARATOGA SUNNYVALE ROAD SARATOGA CA 95070 CONSTRUCTION WORK AND CONCRETE PAVING AT 2724626 MOBIL MODULAR 5700 LAS POSITAS ROAD LIVERMORE CA 94551 NEW MODULAR BUILDING FOR SCHOOL SITES 741819 BOYS & GIRLS CLUB OF SILICON VALLEY 15 W SAN FERNANDO ST SAN JOSE CA 95113 AFTER SCHOOL PROGRAM SUPPORT 622800 REDGWICK CONSTRUCTION COMPANY 21 HEGENBERGER COURT OAKLAND CA 94621 CONSTRUCTION WORK AT SCHOOL SITES 591227 CFOMW TAX LLC 333 WASHINGTON BLVD 607 VENICE CA 90292 LEGAL FEES FOR EMPLOYEE RETENTION CLAIMS 233343 14 35532170 1852444 37384614 56993 56993 177662 0 177662 177662 177662 OTHER REVENUE 900099 187838 187838 187838 37807107 0 0 422493 558928 464950 93978 20956850 17456825 3500025 1998318 1585174 413144 3339384 2705591 633793 1016554 818737 197817 221897 221897 312228 312228 478851 478851 2967134 2480266 486868 53547 18783 34764 711797 587161 124636 1159539 1019901 139638 2650076 2586544 63532 172489 45197 127292 397831 15390 382441 130395 119088 11307 144623 128442 16181 FOOD & KITCHEN SUPPLIES 1058255 900258 157997 INSTRUCTIONAL MATERIALS 509255 503428 5827 DUES & MEMBERSHIPS 92663 89819 2844 LICENSES & FEES 41169 39905 1264 741162 702465 21744 16953 39712945 32267924 7428068 16953 1304637 1255565 2240313 3725141 5228135 3464266 1022232 531386 10355438 960442 10177535 9394996 13038477 36254061 33011329 54625415 3400555 4110434 801252 393786 3172668 8906454 3227760 14594687 38589289 27702948 49493937 X 5308381 5131478 0 0 5308381 5131478 33011329 54625415 X -1905838 1729435 -500 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 446833 387939 58894 718451 572503 145948 9190154 9190154 9394996 SECURITY DEPOSITS 4763 OPERATING RIGHT-OF-USE ASSET 33364756 FINANCE RIGHT-OF-USE ASSET 580262 RELATED PARTY RECEIVABLES 2304280 36254061 OPERATING LEASE LIABILITY 35428459 FINANCE LEASE LIABILITY 583590 DEFICIT INVESTMENT IN SUBSIDIARY 2577240 38589289 X PART X, LINE 2: IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, NAVIGATOR RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2025, THE NAVIGATOR PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NAVIGATOR SCHOOLS USES COMMUNITY MEETINGS TO PUBLICIZE THAT PER CALIFORNIA CHARTER SCHOOL LAW, THE SCHOOL IS OPEN TO ALL RESIDENTS IN THE STATE OF CALIFORNIA. THE SCHOOL'S CHARTER PETITION INCLUDES A NONDISCRIMINATORY STATEMENTS AND THE PETITION IS AVAILABLE TO THE PUBLIC THROUGH THE SCHOOL'S PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION WEBSITE. SCHEDULE E, PART I, LINE 4 N/A - THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, NAVIGATOR SCHOOLS IS FUNDED BY FEDERAL AND STATE GOVERNMENTS. X X X X X 0 0 0 0 0 0 0 1 0 CAPRICE YOUNG CEO & SUPERINTENDENT 272950 0 40943 0 0 0 10918 0 226 0 325037 0 0 0 NOEL RUSSELL-UNTERBERGER CHIEF FINANCIAL & OPERATING OFFICER 260520 0 0 0 0 0 0 0 6649 0 267169 0 0 0 CRYSTAL O'ROURKE CHIEF ACADEMIC OFFICER (INTERIM) 187130 0 0 0 0 0 19338 0 4958 0 211426 0 0 0 JAMES DENT CHIEF ACADEMIC OFFICER 175324 0 0 0 0 0 18537 0 7622 0 201483 0 0 0 MELISSA ALATORRE DIRECTOR OF PEOPLE SUPPORT 173600 0 1000 0 0 0 17924 0 6833 0 199357 0 0 0 KRISTEN CARR CHIEF COMMUNICATIONS/ENGAGEMENT OFFR 179898 0 1000 0 0 0 3552 0 2838 0 187288 0 0 0 AMI ORTIZ DIRECTOR OF COMPLIANCE & OPERATIONS 168394 0 1000 0 0 0 0 0 3746 0 173140 0 0 0 PART I, LINE 7 **NEED DESCRIPTION** FORM 990, PART VI, SECTION A, LINE 4 **OPEN ITEM** FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, THE RETURN IS SUBMITTED TO THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DURING MEETINGS, THE BOARD MEMBERS REVIEW THE FINANCIAL STATEMENTS, INCLUDING A CASH DISBURSEMENT LOG, AND IDENTIFIES ANY POTENTIAL TRANSACTIONS CAUSING A CONFLICT OF INTEREST. ADDITIONALLY, BOARD MEMBERS TAKE INTO CONSIDERATION THE POLICY WHEN DECISIONS MAY IMPACT ANOTHER BOARD MEMBER. ADDITIONALLY, THE BOARD COMPLETES AN ANNUAL CONFLICT OF INTEREST TRAINING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS BASED ON COMPARISONS TO SIMILAR POSITIONS WITHIN THE GILROY UNIFIED SCHOOL DISTRICT AND AT OTHER NEARBY CHARTER SCHOOLS. THIS INFORMATION IS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD, AND DELIBERATIONS OF THIS DECISION ARE DOCUMENTED IN THE MINUTES FROM THE BOARD MEETINGS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. ALL COMPENSATION IS BASED ON COMPARISONS TO SIMILAR POSITIONS WITHIN THE SCHOOL DISTRICTS AND NEARBY CHARTER SCHOOLS. THE INFORMATION IS REVIEWED AND APPROVED BY MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE MONTHLY BOARD MEETINGS AS THEY ARE COMPLETED THROUGHOUT THE YEAR. ALL OTHER NAVIGATOR DOCUMENTS, POLICIES, ETC. ARE AVAILABLE UPON WRITTEN REQUEST TO THE CHIEF EXECUTIVE OFFICER FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -500. FORM 990, PART XII, LINE 2C: NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. NAVIGATOR SCHOOLS SUPPORT CORPORATION 650 SAN BENITO ST STE 230 HOLLISTER CA 95023 854002703 SUPPORT FOR CHARTER SCHOOLS CA 501(C)(3) LINE 12A, I NAVIGATOR SCHOOLS 1 407 MAIN STREET LLC 650 SAN BENITO ST STE 230 HOLLISTER CA 95023 854046215 HOLDING FACILITIES CA 501(C)(3) LINE 12B, II NAVIGATOR SCHOOLS 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 407 MAIN STREET LLC A 177662 FMV