2025-03-26T08:39:24-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 330960964 EL SOL SCIENCE AND ARTS ACADEMY OF SANTA ANA ELSO 7145430023 328 W HALESWORTH STREET SANTA ANA CA 92701 MONIQUE DAVISS EXECUTIVE DIRECTOR 6192663230 2025-03-18 1 1 MARLEN GOMEZ P01306775 6268577300 2025-03-18 2023 2025-03-06 01:10:19Z MONIQUE DAVISS 328 W HALESWORTH STREET SANTA ANA CA 92701 18448964 0 X HTTP://ELSOLACADEMY.ORG X 2001 CA PROVIDE A RIGOROUS ACADEMIC ENVIRONMENT THAT PREPARES STUDENTS FOR ENTRANCE INTO A COLLEGE TRACK AT THE SCHOOL OF THEIR CHOICE AND TO CREATE A CULTURE OF KINDNESS, COURAGE, AND HONESTY THAT WILL PERMIT OUR GRADUATES TO ASSUME LEADERSHIP ROLES IN THE 21ST CENTURY. 6 6 212 150 0 0 17393753 18256474 220916 92776 28009 43812 16065 55902 17658743 18448964 0 0 0 0 11577608 12511063 0 0 6241 5780200 5924184 17357808 18435247 300935 13717 35543289 33287804 18191367 15922165 17351922 17365639 PROVIDE A RIGOROUS ACADEMIC ENVIRONMENT THAT PREPARES STUDENTS FOR ENTRANCE INTO A COLLEGE TRACK AT THE SCHOOL OF THEIR CHOICE AND TO CREATE A CULTURE OF KINDNESS, COURAGE AND HONESTY THAT WILL PERMIT OUR GRADUATES TO ASSUME LEADERSHIP ROLES IN THE 21ST CENTURY. 0 0 14557487 0 92776 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE EDUCATION TO CHILDREN IN GRADES K TO 8 THROUGH THE OPERATION OF A CALIFORNIA CHARTER SCHOOL. DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION PROVIDED EDUCATION TO APPROXIMATELY 955 STUDENTS. 14557487 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 32 0 1 212 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 1 0 CA X LARRY TAMAYO - EXED 6192663230 1990 SOUTH BUNDY DR SUITE 410 LOS ANGELES CA 90025 SASHA TALEBI PRESIDENT 2.00 0.00 X X 0 0 0 DR ANAIDA COLON-MUNIZ VICE PRESIDENT 2.00 0.00 X X 0 0 0 ANGIE SIGALA SECRETARY AND TREASURER 2.00 0.00 X X 0 0 0 KELLY REYES DIRECTOR 2.00 0.00 X 0 0 0 KRISTY OLLENDORFF DIRECTOR 2.00 0.00 X 0 0 0 SURAJ PATEL DIRECTOR 2.00 0.00 X 0 0 0 MONIQUE DAVISS EXECUTIVE DIRECTOR 40.00 0.50 X 200033 0 52091 TRISTAN GUDE HERNANDEZ DIR. OF OPERATIONS 40.00 0.00 X 169978 0 51012 SARA FLORES DIR. OF COMMUNITY & EARLY CHILDHOOD 40.00 0.00 X 144430 0 42086 JENNY ZAVALA-OROZCO DIR. OF CURRICULUM & INSTRUCTION 40.00 0.00 X 134062 0 47780 SUSAN SALDANA TEACHER 40.00 0.00 X 114359 0 21843 KODOR HUQ TEACHER 40.00 0.00 X 111859 0 28067 874721 0 242879 17 0 1 0 SMALL TALK OC 20262 SW BIRCH STREET SUITE 350 NEWPORT BEACH CA 92660 SPEECH AND LANGUAGE THERAPY 209600 EXED 1990 S BUNDY DRIVE 340 LOS ANGELES CA 90025 BACKOFFICE SERVICES 187000 AMERICAN SERVICE TEAM 135 S STATE COLLEGE BLVD SUITE 200 BREA CA 92821 HOUSEKEEPING 164530 3 230000 17836054 190420 18256474 CHILD CARE FEES 611710 92776 92776 92776 43812 43812 INSURANCE CLAIMS 900099 53501 53501 REFUNDS 900099 2401 2401 55902 18448964 92776 0 99714 259583 189496 70087 9002020 7652528 1349492 1869934 1500330 369604 981195 831482 149713 398331 280888 117443 5359 5359 57259 57259 886710 450373 436337 2232 2232 411669 151569 260100 1566336 1177541 388795 27553 27553 229915 229915 810210 810210 278192 278192 NUTRITION PROGRAM FOOD 915457 915457 ALL OTHER EXPENSES 250988 87756 156991 6241 INSTRUCTIONAL MATERIALS 204758 204758 FIELD TRIPS & TRANSPORT 161178 161178 116368 116368 18435247 14557487 3871519 6241 4548172 2819513 3214833 3296917 2025 88711 1450981 1671927 236960 140430 27995020 4657065 23938424 23337955 2151894 1932351 35543289 33287804 3226664 2475070 1708163 782084 11657266 11318616 1599274 1346395 18191367 15922165 X 17351922 17365639 17351922 17365639 35543289 33287804 13717 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26239045 3851667 22387378 662526 259721 402805 838287 528080 310207 255162 17597 237565 23337955 INVESTMENT IN SAEF 558786 RIGHT OF USE ASSET - OPERATING 1324124 DEPOSITS 49441 1932351 LEASE LIABILITY - OPERATING 1346395 1346395 X 18448964 0 18448964 0 18448964 18435247 0 18435247 0 18435247 PART X, LINE 2: THE SCHOOL IS A NONPROFIT 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 REQURIED. THE SCHOOL FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL HAS A BINDER THAT CONTAINS ALL POLICIES INCLUDING NON-DISCRIMINATORY POLICIES IN THE FRONT OFFICE AND IS AVAILABLE UPON REQUEST AT ANY TIME. IN ADDITION, POLICIES ARE POSTED ONLINE. SCHEDULE E, PART I, LINE 6 THE SCHOOL IS PRIMARILY FUNDED FROM STATE AND FEDERAL GOVERNMENT GRANTS PASSED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. IN ADDITION, THE SCHOOL ALSO RECEIVES IN LIEU OF PROPERTY TAX PAYMENTS FROM SANTA ANA UNIFIED SCHOOL DISTRICT. X X X 0 0 0 0 0 0 0 0 0 MONIQUE DAVISS EXECUTIVE DIRECTOR 200033 0 0 0 0 0 52091 0 0 0 252124 0 0 0 TRISTAN GUDE HERNANDEZ DIR. OF OPERATIONS 169978 0 0 0 0 0 44354 0 6658 0 220990 0 0 0 SARA FLORES DIR. OF COMMUNITY & EARLY CHILDHOOD 144430 0 0 0 0 0 28771 0 13315 0 186516 0 0 0 JENNY ZAVALA-OROZCO DIR. OF CURRICULUM & INSTRUCTION 134062 0 0 0 0 0 28079 0 19701 0 181842 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMMPENSATION AS A DIRECT ACTION. DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD MEETING AND IN SEPARATE INSTRUCTIONS TO THE EXECUTIVE DIRECTOR TO IMPLEMENT THE DECISIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12 MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON, WHICH CAN BE ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS WHO HAS AN OUTSIDE INTEREST, OUTSIDE ACTIVITY, OR A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES, AND TO ANY BOARD COMMITTEE CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT WHERE A POTENTIAL CONFLICT OF INTERESTS EXISTS. IT IS DETERMINED THAT AN INTERESTED PERSON HAS OUTSIDE INTEREST WHEN THEY HOLD, INDIRECTLY OR DIRECTLY, A POSITION OR A MATERIAL FINANCIAL INTEREST IN ANY OUTSIDE CONCERN FROM WHICH THE INDIVIDUAL HAS REASON TO BELIEVE THE ORGANIZATION SECURES GOODS OR SERVICES OF THAT PROVIDES SERVICES COMPETITIVE WITH THE ORGANIZATION. IT IS DETERMINED THAT AN INTERESTED PERSON HAS OUTSIDE ACTIVITY WHEN THEY RENDER DIRECTIVE, MANAGERIAL, OR CONSULTATIVE SERVICES TO, OR BE AN EMPLOYEE OF, ANY OUTSIDE CONCERN THAT DOES BUSINESS WITH, OR COMPETES WITH THE SERVICES OF, THE ORGANIZATION OR TO RENDER OTHER SERVICES IN COMPETITION WITH THE ORGANIZATION. AFTER DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE MATTER IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OF COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE FRONT OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SANTA ANA EDUCATION FACILITIES 1010 N BROADWAY SANTA ANA CA 92701 462194650 SUPPORT CA 501(C)(3) LINE 12A, I EL SOL SCIENCE & ARTS ACADEMY OF SANTA ANA 1 EL SOL ACADEMY FOUNDATION 1010 N BROADWAY SANTA ANA CA 92701 810813424 SUPPORT CA 501(C)(3) LINE 12A, I EL SOL SCIENCE & ARTS ACADEMY OF SANTA ANA 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 EL SOL ACADEMY FOUNDATION C 230000 FAIR VALUE SANTA ANA EDUCATION FACILITIES K 405300 FAIR VALUE