2021-05-04T15:22:49-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2019-07-01 900673012 COMMUNITY ROOTS CHARTER SCHOOL COMM 9498314272 29292 CROWN VALLEY PKWY LAGUNA NIGUEL CA 92677 EVE FEIN EXECUTIVE DIRECTOR 9498314272 2021-04-30 1 DERRICK DE BRUYNE P00591016 6268577300 2021-04-29 2019 2022-09-23 18:48:47Z EVE FEIN 29292 CROWN VALLEY PKWY LAGUNA NIGUEL CA 92677 7075989 0 X WWW.COMMUNITYROOTSACADEMY.ORG X 2011 CA CHILDREN ARE TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. 6 6 81 100 0 0 6541942 6904584 87132 81039 34033 21626 -14990 59728 6648117 7066977 0 0 0 0 3155625 3807635 0 0 10331 3054012 2783988 6209637 6591623 438480 475354 3088342 3400282 392214 228800 2696128 3171482 X COMMUNITY ROOTS CHARTER SCHOOL'S MISSION IS TO BE A PREMIER PROJECT-BASED SCHOOL WHERE CHILDREN ARE DELIBERATELY TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. COMMUNITY ROOTS CHARTER SCHOOL WILL PROVIDE A SAFE ENVIRONMENT WHERE STUDENTS LEARN TO COMBINE CURIOSITY WITH APPLICATION TO DEVELOP 21ST CENTURY SKILLS THAT WILL EMPOWER THEM TO THINK INDEPENDENTLY, TO SOLVE PROBLEMS CREATIVELY, TO ARTICULATE THEIR IDEAS AND TO WORK PRODUCTIVELY WHILE COLLABORATING WITH DIVERSE PEOPLE. 0 0 5216756 81039 A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. THE SCHOOL TEACHES GRADES K-8 AND SERVED ABOUT 720 STUDENTS FOR 175 DAYS DURING THE YEAR. 5216756 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 81 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 1 1 1 1 1 0 CA X EXED 6192663230 409 CAMINO DEL RIO SOUTH SUITE 200 SAN DIEGO CA 92108 JEREMY F CAVALLARO EXECUTIVE DIRECTOR OF EDUC 40.00 1.00 X 137380 0 10202 EVE FEIN EXECUTIVE DIRECTOR OF OF R 37.00 4.00 X 114753 12750 10176 INGRID BEATY ELEMENTARY SCHOOL DIRECTOR 40.00 X 100104 0 5019 LYNN BOGART PRESIDENT 1.00 X X 0 0 0 MATT MOSES TREASURER 1.00 X X 0 0 0 ALLAN GUARINO SECRETARY 1.00 X X 0 0 0 DAN PITMAN MEMBER 1.00 X 0 0 0 MATT ZEISER MEMBER 1.00 X 0 0 0 TY TORRES MEMBER 1.00 X 0 0 0 352237 12750 25397 3 0 0 0 FUTURES EDUCATION 136 WILLIAM ST SPRINGFIELD MA 01105 SPECIAL EDUCATION SERVICE 1031288 EXED 11858 LAGRANGE AVENUE LOS ANGELES CA 90025 BACK OFFICE SERVICES 144960 OC DAVOC ENTERPRISES DBA OC JANITORIAL S 1724 S GRAND AVE SANTA ANA CA 92705 JANITORIAL SERVICES 116406 3 98759 6670140 135685 6904584 FIELD TRIPS 671171 81039 81039 81039 21626 21626 0 98759 9012 -9012 -9012 FOOD SERIVCE 900099 43195 43195 ALL OTHER LOCAL REVENU 900099 25545 25545 68740 7066977 81039 0 81354 X 364033 316709 47324 2934198 2475266 458932 267363 224764 42599 242041 92794 149247 34787 34787 138839 138839 1365044 1186309 178735 2916 2916 177801 82479 95322 41353 41353 465208 387433 77775 35637 35637 70037 70037 36548 36548 FIELD TRIPS AND DISTRIC 153601 153601 INSTRUCTIONAL MATERIALS 111589 111589 OTHER EXPENSES 109204 80138 18735 10331 BANK CHARGES 41424 41424 6591623 5216756 1364536 10331 181600 1509396 1933736 1046869 648387 548544 46690 54098 461681 220306 277929 241375 3088342 3400282 392214 228800 392214 228800 X 2696128 3171482 2696128 3171482 3088342 3400282 475354 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250000 94156 155844 211681 126150 85531 241375 X 7075989 9012 9012 7066977 0 7066977 6600635 9012 9012 6591623 0 6591623 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 REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 9,012. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 9,012. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE APPLICATION INCLUDES THE NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT PROVIDE FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 COMMUNITY ROOTS IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. SILENT AUCTION 7416 7416 180 RUN FOR THE ARTS 91343 91343 8832 0 98759 98759 9012 9012 -9012 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT CAN 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 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. 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 DETERMINE 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. FORM 990, PART VI, SECTION C, LINE 19 ALL PUBLIC GOVERNING AND CORPORATE DOCUMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. THE PUBLIC MAY ALSO REQUEST COPIES OF ANY PUBLIC DOCUMENTS AND THESE WILL BE PROVIDED WITHIN THE REQUIRED TIMELINES EITHER ELECTRONICALLY OR WITH PAPER COPIES. FORM 990, PART IX, LINE 11G SPECIAL EDUCATION SERVICES: PROGRAM SERVICE EXPENSES 967,797. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 967,797. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 218,512. MANAGEMENT AND GENERAL EXPENSES 178,735. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 397,247. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR COMMUNITY ROOTS FOUNDATION 23431 KNOLLWOOD ALISO VIEJO CA 92656 462630292 SEE PT VII CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0