Nonprofit · EIN 90-0673012
COMMUNITY ROOTS CHARTER SCHOOL
Tax-exempt · LAGUNA NIGUEL, CA 92677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,453,682 | $11,451,112 | $2,570 | $3,991,105 | $1,150,914 | $2,840,191 |
| June 30, 2024 | 990 | $11,028,553 | $11,231,271 | -$202,718 | $4,492,678 | $1,675,253 | $2,817,425 |
| June 30, 2023 | 990 | $9,436,848 | $9,432,676 | $4,172 | $4,603,940 | $1,618,636 | $2,985,304 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,430,518
- of which government grants
- $10,956,556
- Program service revenue
- $0
- Investment income
- $35,810
- Net income from fundraising events
- -$20,000
- Other revenue
- -$12,646
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $418,112
- Other salaries and wages
- $6,339,325
- Salaries, compensation and benefits (total)
- $8,068,226
- Professional fundraising fees
- $0
- Legal fees
- $193,522
- Accounting fees
- $40,897
- Occupancy
- $794,874
- Travel
- $3,882
- Depreciation
- $89,629
- Program services (functional)
- $9,110,616
- Management and general (functional)
- $2,337,785
- Fundraising (functional)
- $2,711
Balance sheet and other
- Total assets, start of year
- $4,492,678
- Total assets, end of year
- $3,991,105
- Total liabilities, end of year
- $1,150,914
- Net assets, end of year
- $2,840,191
- Land, buildings and equipment
- $206,521
- Net assets without donor restrictions
- $2,840,191
- Gross receipts
- $11,473,682
- Employees
- 132
- Volunteers
- 100
- Year formed
- 2010
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEREMY F CAVALLARO | EXECUTIVE DIRECTOR OF EDUCATION Officer | 40 | $173,873 | $19,697 |
| EVE FEIN | EXECUTIVE DIRECTOR OF OPERATIONS Officer | 36 | $166,386 | $16,955 |
| ROBIN GIBBS | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $150,617 | $10,302 |
| INGRID BEATY | ELEMENTARY SCHOOL DIRECTOR Highest-paid employee | 40 | $125,235 | $9,029 |
| SHAWN OBRIEN | IT DIRECTOR Highest-paid employee | 40 | $110,174 | $15,433 |
| DANELLE TICKEL | ADMIN ASSOCIATE Highest-paid employee | 40 | $103,402 | $3,066 |
| ERICA ROESS | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| DR LYNN BOGART | CFO Trustee or director, Officer | 1.5 | $0 | $0 |
| HANNA GEDDY | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| STEPHEN COLWELL | DIRECTOR (START JUN 2025) Trustee or director | 1.5 | $0 | $0 |
| SANDRA FLEMMING | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TY TORRES | DIRECTOR (THRU NOV 2024) Trustee or director | 1.5 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEREMY F CAVALLARO | EXECUTIVE DIRECTOR OF EDUCATION Officer | 40 | $171,446 | $0 | $14,957 |
| EVE FEIN | EXECUTIVE DIRECTOR OF OPERATIONS Officer | 36 | $157,270 | $9,176 | $12,709 |
| INGRID BEATY | ELEMENTARY SCHOOL DIRECTOR Highest-paid employee | 40 | $115,910 | $0 | $6,984 |
| JOE PETTY | DIRECTOR OF SPECIAL EDUCATION Highest-paid employee | 40 | $106,923 | $0 | $12,367 |
| SHAWN OBRIEN | IT DIRECTOR Highest-paid employee | 40 | $102,876 | $0 | $10,521 |
| DANELLE TICKEL | ADMIN ASSOCIATE Highest-paid employee | 40 | $103,936 | $0 | $2,732 |
| ERICA ROESS | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| DR LYNN BOGART | CFO Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| HANNA GEDDY | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| SANDRA FLEMMING | MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| TY TORRES | MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEREMY F CAVALLARO | EXECUTIVE DIRECTOR OF EDUCATION Officer | 40 | $156,511 | $0 | $11,045 |
| EVE FEIN | EXECUTIVE DIRECTOR OF OPERATIONS Officer | 36 | $138,716 | $15,413 | $10,767 |
| INGRID BEATY | ELEMENTARY SCHOOL DIRECTOR Highest-paid employee | 40 | $109,150 | $0 | $4,836 |
| ERICA ROESS | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| DR LYNN BOGART | CFO Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| HANNA GEDDY | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| TY TORRES | MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| COLLEEN NETTECOVEN | MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677-1861
- Principal officer (990 for 2024)
- EVE FEIN, 29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677
- Signed the 990
- EVE FEIN, EXECUTIVE DIRECTOR
- Phone
- (949) 831-4272
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 90-0673012 or by the name COMMUNITY ROOTS CHARTER SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. THE SCHOOL TEACHES GRADES K-8 AND SERVED ABOUT 780 STUDENTS FOR 175 DAYS DURING THE YEAR.Expenses $9,110,616
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 90-0673012
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $3,991,105
- Income (IRS master file)
- $11,473,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,453,682 | $11,451,112 | $3,991,105 | XML |
| 990 | June 2024 | $11,028,553 | $11,231,271 | $4,492,678 | IRS |
| 990 | June 2023 | $9,436,848 | $9,432,676 | $4,603,940 | XML |
| 990 | June 2022 | $8,650,477 | $9,134,553 | $3,542,171 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 90-0673012).
Questions about COMMUNITY ROOTS CHARTER SCHOOL
- What is the EIN of COMMUNITY ROOTS CHARTER SCHOOL?
- The employer identification number (EIN) of COMMUNITY ROOTS CHARTER SCHOOL is 90-0673012.
- Is COMMUNITY ROOTS CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to COMMUNITY ROOTS CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY ROOTS CHARTER SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY ROOTS CHARTER SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY ROOTS CHARTER SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY ROOTS CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names EVE FEIN.
- Who are the officers and directors of COMMUNITY ROOTS CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 12 people; 6 received compensation from the organization, the highest $173,873 (JEREMY F CAVALLARO, EXECUTIVE DIRECTOR OF EDUCATION).
- How much revenue does COMMUNITY ROOTS CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,453,682, expenses of $11,451,112 and total assets of $3,991,105 at year end.
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