2025-03-06T17:27:16-06:00 2024-06-30 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2023-07-01 261729713 MONTEREY BAY CHARTER SCHOOL MONT 8316554638 1004-B DAVID AVE PACIFIC GROVE CA 93950 JESSICA HASTINGS-GUZZI EXECUTIVE DIRECTOR 8316554638 2025-02-28 1 0 CATHERINE L GRAY CPA P01294460 9094664410 2025-02-27 2023 2025-03-06 01:10:19Z JESSICA HASTINGS-GUZZI 1004-B DAVID AVE PACIFIC GROVE CA 93950 7173872 0 X WWW.MBAYSCHOOL.ORG X 2007 CA TO INSPIRE JOYFUL LEARNING AND COURAGEOUS LIVING, TO EDUCATE STRUDENTS IN A K-8 PUBLIC SCHOOL. 8 8 131 1000 0 0 7359899 7156934 0 0 8033 16938 0 0 7367932 7173872 0 0 0 0 4864851 4792751 0 0 0 1771921 2023741 6636772 6816492 731160 357380 3893783 4084215 1445302 1278354 2448481 2805861 THE ORGANIZATION IS A PARTNERSHIP OF DIVERSE AND COMMITTED FAMILIES AND FACULTY PROVIDING A WALDORF-INSPIRED K-8 PUBLIC EDUCATION, WHICH EMPOWERS CHILDREN TO DISCOVER THEIR GIFTS, ENJOY A FULL AND ENDURING CHILDHOOD, AND TO PURSUE LIFELONG LEARNING. 0 0 4602144 THE ORGANIZATION PROVIDED A WALDORF-INSPIRED EDUCATION THAT IS AVAILABLE TO ANY STUDENT IN MONTEREY COUNTY. THE CHARTER CURRENTLY SERVES 478 STUDENTS IN GRADES K-8. 4602144 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 131 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHARTER SCHOOL MANAGEMENT COMPANY 9516943050 43460 RIDGE PARK DRIVE SUITE 100 TEMECULA CA 92590 TOMISINA BURGESS CHAIR 2.00 X X 0 0 0 YHASHIKA LEE VICE CHAIR 2.00 X X 0 0 0 GRACE CASSERLY SECRETARY 2.00 X X 0 0 0 THOMAS ROGERS DIRECTOR 2.00 X 0 0 0 LANA ANDRIANOVA DIRECTOR 2.00 X 0 0 0 RODRIGO NIETO GOMEZ DIRECTOR 2.00 X 0 0 0 CHRIS CAPOZZI DIRECTOR 2.00 X 0 0 0 ROB LASATER DIRECTOR 2.00 X 0 0 0 JESSICA HASTINGS GUZZI EXECUTIVE DIRECTOR 40.00 X 137646 0 8052 CASSANDRA BRIDGE EXECUTIVE DIRECTOR 40.00 X 0 0 0 JAZMIN AMINIAN EMPLOYEE 40.00 X 118736 0 0 256382 0 8052 2 0 0 0 0 6696592 460342 7156934 16938 16938 7173872 0 0 16938 170423 170423 3385871 2284183 1101688 840822 580348 260474 395635 273073 122562 183046 65064 117982 42364 15058 27306 525648 186843 338805 19441 13419 6022 24352 16808 7544 328699 196581 132118 30257 20884 9373 23823 21671 2152 3143 2169 974 92280 63693 28587 NUTRITION 242213 242213 INSTRUCTIONAL MATERIALS 198822 198822 STUDENT TRANSPORTATION 74258 71054 3204 OPERATION AND HOUSEKEEP 66969 52241 14728 168426 127597 40829 6816492 4602144 2214348 0 1340485 1436808 764322 875247 75459 92438 1582490 26843 1558790 1555647 154727 124075 3893783 4084215 371981 370513 509908 318739 563413 589102 1445302 1278354 X 2419638 2777018 28843 28843 2448481 2805861 3893783 4084215 357380 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86560 24522 62038 1495930 2321 1493609 1555647 OPERATING LEASE LIABILITY 128531 REFUNDABLE ADVANCE 460571 589102 X 7173872 0 7173872 0 7173872 6816492 0 6816492 0 6816492 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS ENROLLMENT DOCUMENTS. SCHEDULE E, PART I, LINE 4 AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY ADMINISTRATION (DIRECTOR AND BUSINESS MANAGER) IN DETAIL. 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT A REGULAR, OPEN BOARD MEETING FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS SIGNED AND AGREED TO AT THE ANNUAL MEETING OF THE BOARD. BOARD MEMBERS ARE TRAINED BY AN OUTSIDE SOURCE REGARDING HOW TO COMPLY WITH THE POLICY. BOARD CHAIR AND DIRECTOR ENSURE POLICY IS FOLLOWED. FORM 700 ARE COMPLETED. FORM 990, PART VI, SECTION B, LINE 15 BOARD CHAIR CONDUCTED COMPARIBILITY STUDY INCLUDING CONTEMPORANEOUS SUBSTANTIATIONS. DATA WAS PRESENTED AND APPROVED AT A REGULARLY SCHEDULED, OPEN BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 ALL BOARD AGENDA MEETINGS AND MINUTES ARE POSTED TO THE ORGANIZATION'S WEBSITE. ALL CORPORATE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED. MBCS PROPERTIES LLC 1004-B DAVID AVE PACIFIC GROVE CA 93950 PROPERTY HOLDING LLC CA MONTEREY CHARTER SCHOOL PARENT TEACHER GROUP (PTG) 1004 DAVID AVENUE PACIFIC GROVE CA 93950 412165425 SUPPORT FOR MONTEREY BAY CHARTER SCHOOL CA 501(C)(3) LINE 12C, III-FI N/A 0 COALITION FOR EDUCATION 1004 DAVID AVENUE PACIFIC GROVE CA 93950 384008863 SUPPORT FOR MONTEREY BAY CHARTER SCHOOL CA 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MONTEREY BAY CHARTER SCHOOL PARENT TEACHER GROUP INC C