2024-05-10T18:16:47-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 452499407 SAN JOSE CHARTER ACADEMY SANJ 6268561693 2021 W ALWOOD STREET WEST COVINA CA 91790 ERIN SHIROMA SUPERINTENDENT-PRINCIPAL 6268561693 2024-05-10 1 ERIN SHIROMA 999009999 1 DERRICK DEBRUYNE P00591016 6268577300 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIN SHIROMA 2021 W ALWOOD STREET WEST COVINA CA 91790 19547157 0 X WWW.SANJOSECHARTERACADEMY.COM X 2002 CA BUILDING FOUNDATION FOR GOOD CHARACTER AND ETHICS THROUGHOUT THE SCHOOL ON A DAILY BASIS. 6 6 193 205 0 0 14910362 18712504 279264 433596 24056 121280 281954 279777 15495636 19547157 0 0 0 0 12309890 13614053 0 0 0 3627770 4410519 15937660 18024572 -442024 1522585 9287417 11238683 4094684 4523365 5192733 6715318 TO PROVIDE STUDENTS WITH THE FOUNDATION FOR BUILDING GOOD CHARACTER AND ETHICS CORE VALUES ARE STRESSED THROUGHOUT THE SCHOOL ON A DAILY BASIS AND INCLUDE WISDOM, JUSTICE, COURAGE, COMPASSION,HOPE, RESPECT, RESPONSIBILITY, AND INTEGRITY. 0 0 16610474 464141 SAN JOSE CHARTER ACADEMY PROVIDES CLASSROOM BASED INSTRUCTION TO STUDENTS IN GRADES TK-8 THE CURRICULUM FOCUSES ON PROVIDING STUDENTS WITH A FOUNDATION FOR GOOD CHARACTER AND ETHICS. THE ACADEMY OFFERS CURRICULUM THAT INCLUDES HEALTH AND FITNESS, FINES ARTS, MATHEMATICS, READING, SCIENCE, SOCIAL SCIENCE, AND WRITING AND LANGUAGE ARTS. THE ORGANIZATION ALSO PROVIDES AUXILIARY SERVICES TO STUDENTS DURING NON SCHOOL HOURS. THE ACADEMY SERVED APPROXIMATELY 1,255 STUDENTS. 16610474 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 0 0 0 0 1 14 0 1 193 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 ANDREA LUNA 6268561693 2021 W ALWOOD ST WEST COVINA CA 91790 MATT SMITH CHAIRMAN 1.50 X X 0 0 0 MONICA FARIAS VICE-CHAIRMAN 1.50 X X 0 0 0 JEFF CORONADO SECRETARY 1.50 X X 0 0 0 TONY SONG MEMBER 1.50 X 0 0 0 DAVID WALLACH MEMBER 1.50 X 0 0 0 NICHOLE VALDOVINOS MEMBER 1.50 X 0 0 0 ANDREA LUNA CBO 40.00 X 167482 0 46773 ERIN SHIROMA SUPERINTENDENT-PRINCIPAL 40.00 X 234794 0 63398 DONNA HALE ADMINISTRATOR COMPLIANCE 40.00 X 154425 0 49795 MARY SPICKLER ADMINISTRATOR CURRICULUM 40.00 X 157340 0 40480 ARLEEN OLIVAS ADMINISTRATOR 40.00 X 140840 0 52627 LUISA VELA SPED COORDINATOR 40.00 X 147198 0 38377 JASON CABRERA TECHNOLOGY DIRECTOR 40.00 X 130095 0 37792 1132174 0 329242 39 0 1 0 WCUSD - NUTRITION 1717 WEST MERCED AVE WEST COVINA CA 91790 INSTRUCTIONAL SERVICES 237811 DELTA MANAGES SOLUTIONS 1451 RIVER PARK DR SUITE 180 SACRAMENTO CA 95815 INSTRUCTIONAL SERVICES 197000 CATAPULT LEARNING WEST LLC PO BOX 39830 CHICAGO IL 60694 INSTRUCTIONAL SERVICES 178332 3 18702980 9524 18712504 DAY CARE INCOME 611710 433596 433596 433596 121280 121280 OTHER REVENUES 900099 249232 249232 STUDENT ACTIVITIES 900099 30545 30545 279777 19547157 464141 0 370512 X 558563 536902 21661 9951249 9592385 358864 1733250 1662422 70828 1093282 1022321 70961 277709 251677 26032 387797 271458 116339 4057 4057 220932 68985 151947 2336621 2322672 13949 2926 2926 584812 448974 135838 74608 15992 58616 272552 21721 250831 132016 132016 43524 43524 70345 6063 64282 INSTRUCTIONAL MATERIALS 229419 229416 3 OTHER EXPENSES 50910 27470 23440 18024572 16610474 1414098 0 2604107 362524 4928886 8560957 1502856 2013351 32197 72480 816985 587614 219371 229371 9287417 11238683 3197646 2082610 762501 2107997 134537 332758 4094684 4523365 X 5192733 6715318 5192733 6715318 9287417 11238683 1522585 0 X X 0 1 X 1 1 1 X 66173 22066 44107 182633 39571 143062 568179 525977 42202 229371 DUE TO STUDENT GROUPS 332758 332758 X 19547157 0 19547157 0 19547157 18024572 0 18024572 0 18024572 PART X, LINE 2: THE ACADEMY 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 ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ACADEMY FILES AN EXEMPT ACADEMY RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURSIDCTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 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 ORGANIZATION HAS THEIR NON-DISCRIMINATION STATEMENT ON THEIR WEBSITE, AND IS INCLUDED IN THE ORGANIZATION'S MEMORANDUM OF UNDERSTANDING WITH ITS GOVERNING AGENCY. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE, THEREFORE, NO SCHOLARSHIPS OR GRANTS ARE AWARDED. SCHEDULE E, PART I, LINE 6 SAN JOSE CHARTER SCHOOL IS A CHARTER SCHOOL FUNDED BY THE STATE OF CALIFORNIA AND ALSO RECEIVES IN-LIEU OF PROPERTY TAX PAYMENTS FROM ITS CHARTERING DISTRICT WEST COVINA UNIFIED SCHOOL DISTRICT. X X 0 0 0 0 0 0 0 1 0 ERIN SHIROMA SUPERINTENDENT-PRINCIPAL 206198 0 28596 0 0 0 38498 0 24900 0 298192 0 0 0 ANDREA LUNA CBO 147582 0 19900 0 0 0 32583 0 14190 0 214255 0 0 0 DONNA HALE ADMINISTRATOR COMPLIANCE 136625 0 17800 0 0 0 25914 0 23881 0 204220 0 0 0 MARY SPICKLER ADMINISTRATOR CURRICULUM 139540 0 17800 0 0 0 26518 0 13962 0 197820 0 0 0 ARLEEN OLIVAS ADMINISTRATOR 140840 0 0 0 0 0 25731 0 26896 0 193467 0 0 0 LUISA VELA SPED COORDINATOR 133773 0 13425 0 0 0 25082 0 13295 0 185575 0 0 0 JASON CABRERA TECHNOLOGY DIRECTOR 130095 0 0 0 0 0 27222 0 10570 0 167887 0 0 0 PART I, LINE 7 THE ORGANIZATION ISSUES NON-FIXED, ONE-TIME PERFORMANCE RECOGNITION PAY TO THEIR EMPLOYEES IN LIEU OF ANY STANDARD SALARY SCHEDULE INCREASES. THIS ONE-TIME PERFORMANCE RECOGNITION PAY FLUCTUATES YEAR TO YEAR BASED ON SEVERAL FACTORS INCLUDING OPERATIONAL CHANGES, MARKET FLUCTUATIONS AND IS NOT INCLUDED IN EMPLOYEE CONTRACTS. 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 CPA FIRM WILL PREPARE THE TAX RETURN FOR THE ORGANIZATION AND SEND A DRAFT COPY TO THE CHIEF BUSINESS OFFICER, WHO WILL FORWARD THE DRAFT COPY TO THE SCHOOL BOARD FOR APPROVAL PRIOR TO FILING. ONCE APPROVED, THE CHIEF BUSINESS OFFICER WILL NOTIFY THE FIRM TO FINALIZE AND PREPARE THE RETURN FOR SUBMISSION. 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 SUPERINTENDENT-PRINCIPAL. 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 OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE EVALUATED THROUGH PERFORMANCE EVALUATIONS ON AN ANNUAL BASIS BASED UPON THE EMPLOYEES PERFORMANCE AND THE FINANCIAL STABILITY OF THE SCHOOL, THE EMPLOYEE MAY BE ELIGIBLE TO RECEIVE ADDITIONAL COMPENSATION OF A SALARY INCREASE OR BONUS FROM THE BOARD. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BASED ON COMPARISON STUDIES. THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THER BOARD OF DIRECTORS (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 18 REQUESTS FOR PUBLIC RECORDS SHALL BE MADE TO THE SUPERINTENDENT-PRINCIPAL OF THE ORGANIZATION. THE SUPERINTENDENT-PRINCIPAL MAY DETERMINE THE MOST APPROPRIATE SCHOOL EMPLOYEE TO ASSIST IN ASSEMBLING ANY PUBLIC RECORDS FOR PRODUCTION. ANY PERSON MAY REQUEST A COPY OF ANY SCHOOL RECORD OPEN TO THE PUBLIC AND NOT EXEMPT FROM DISCLOSURE. PUBLIC ACCESS SHALL NOT BE GIVEN TO RECORDS LISTED AS EXEMPT FROM PUBLIC DISCLOSURE IN THE CALIFORNIA RECORDS ACT OR OTHER STATUTES. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR PUBLIC RECORDS SHALL BE MADE TO THE SUPERINTENDENT-PRINCIPAL OF THE ORGANIZATION. THE SUPERINTENDENT-PRINCIPAL MAY DETERMINE THE MOST APPROPRAITE SCHOOL EMPLOYEE TO ASSIST IN ASSEMBLING ANY PUBLIC RECORDS FOR PRODUCTION. ANY PERSON MAY REQUEST A COPY OF ANY SCHOOL RECORD OPEN TO THE PUBLIC AND NOT EXEMPT FROM DISCLOSURE. PUBLIC ACCESS SHALL NOT BE GIVEN TO RECORDS LISTED AS EXEMPT FROM PUBLIC DISCLOSURE IN THE CALIFORNIA RECORDS ACT OR OTHER STATUTES. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,678,233. MANAGEMENT AND GENERAL EXPENSES 13,949. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,692,182. EXPANDED LEARNING: PROGRAM SERVICE EXPENSES 327,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 327,794. SPECIAL EDUCATION: PROGRAM SERVICE EXPENSES 316,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,645. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.