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Nonprofiteer
← SAN CARLOS CHARTER LEARNING CENTER

Form 990 for tax year 2023

Filed by SAN CARLOS CHARTER LEARNING CENTER.

Totals

Total revenue
$6,345,582
Total expenses
$5,994,445
Contributions and grants received
$5,575,904
Grants paid
$0
Program service revenue
$699,312
Investment income
$67,674
Other revenue
$2,692
Total assets, end of year
$3,261,709
Total liabilities, end of year
$1,036,294
Net assets or fund balances, end of year
$2,225,415
Program services expenses (Part IX)
$5,443,367
Management and general expenses
$551,078
Fundraising expenses
$0
Program service expenses (Part III)
$5,443,367

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $448,596

  • 1e · Government grants (contributions)

    $5,039,385

  • 1f · All other contributions, gifts and grants

    $87,923

  • 2a · Program service revenue: AFTERSCHOOL CARE FEES

    total $529,775 · related or exempt $529,775

  • 2b · Program service revenue: STUDENT ACTIVITIES

    total $169,537 · related or exempt $169,537

  • 3 · Investment income

    total $67,674 · excluded $67,674

  • 11a · Other revenue: OTHER INCOME

    total $2,692 · excluded $2,692

  • 11e · Other revenue, total

    $2,692

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $350,657 · program services $319,132 · management and general $31,525

  • 7 · Other salaries and wages

    total $3,104,994 · program services $3,016,403 · management and general $88,591

  • 8 · Pension plan contributions

    total $916,069 · program services $892,958 · management and general $23,111

  • 9 · Other employee benefits

    total $184,395 · program services $179,280 · management and general $5,115

  • 10 · Payroll taxes

    total $147,981 · program services $143,382 · management and general $4,599

  • 11b · Fees: legal

    total $6,468 · management and general $6,468

  • 11c · Fees: accounting

    total $97,271 · program services $26,405 · management and general $70,866

  • 11g · Fees: other

    total $432,755 · program services $402,166 · management and general $30,589

  • 13 · Office expenses

    total $66,061 · program services $23,275 · management and general $42,786

  • 16 · Occupancy

    total $374,937 · program services $234,937 · management and general $140,000

  • 17 · Travel

    total $20,265 · program services $20,265

  • 19 · Conferences, conventions and meetings

    total $14,030 · program services $14,030

  • 20 · Interest

    total $5,498 · program services $4,229 · management and general $1,269

  • 23 · Insurance

    total $55,872 · management and general $55,872

  • 24a · Other expenses: BOOKS AND SUPPLIES

    total $179,319 · program services $166,905 · management and general $12,414

  • 24b · Other expenses: CHARTER OVERSIGHT FEES

    total $37,873 · management and general $37,873

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $843,290 · end of year $549,354

  • 2 · Savings and temporary cash investments

    beginning of year $832,885 · end of year $1,956,206

  • 4 · Accounts receivable

    beginning of year $3,941,754 · end of year $663,787

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,725 · end of year $81,790

  • 15 · Other assets

    beginning of year $15,648 · end of year $10,572

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,655,205 · end of year $813,199

  • 19 · Deferred revenue

    beginning of year $177,049 · end of year $212,198

  • 25 · Other liabilities

    beginning of year $15,875 · end of year $10,897

  • 27 · Net assets without donor restrictions

    beginning of year $1,851,173 · end of year $2,225,415

Mission and programs · 2023

Mission

SCCLC FOSTERS AN INCLUSIVE, LEARNER-CENTRIC ENVIRONMENT THAT DRAWS FROM THE WHOLE COMMUNITY TO SUPPORT ALL OF OUR CHILDREN AS LEARNERS AND PEOPLE.

Activities or mission (Part I)

OPERATE A COLLABORATIVE K-8 INDEPENDENT CHARTER SCHOOL. SCCLC IS THE FIRST CA CHARTER SCHOOL.

  • AT THE CORE OF SCCLC'S EDUCATIONAL PROGRAM IS A PHILOSOPHY, A MISSION AND A SET OF GOALS WITH OUTCOMES AND STANDARDS. THE PHILOSOPHY OF THIS CHARTER IS GROUNDED IN THE BELIEF THAT LEARNING OPPORTUNITIES ARE MOST EFFECTIVE WHEN THEY ARE PART OF A LARGER COMMUNITY EFFORT. SCCLC BASES ITS TEACHING METHODOLOGY ON CONSTRUCTIVIST LEARNING THEORY DEVELOPED ON THE PREMISE THAT STUDENTS CONSTRUCT THEIR OWN UNDERSTANDING OF THE WORLD BY GENERATING "RULES AND "MENTAL MODELS" THAT HELP MAKE SENSE OF EXPERIENCES. ALL GRADES K-8 EMPLOY PROJECT BASED LEARNING WHENEVER POSSIBLE, ALONG WITH OTHER KEY PEDAGOGICAL STRATEGIES SUCH AS THEMATIC UNITS, AUTHENTIC EXPERIENCE, INQUIRY BASED INSTRUCTION, INTEGRATED ARTS, PERSONALIZED LEARNING PROJECTS, ENRICHMENT SESSIONS, AND COMMUNITY SERVICE.

    Expenses $5,038,760 · Revenue $169,537

  • SCCLC OPERATES A FEE-BASED AFTERSCHOOL CARE PROGRAM, KNOWN AS THE EDUCARE PROGRAM. THE PROGRAM OFFERS FAMILIES WITH STUDENTS CURRENTLY ENROLLED IN THE CHARTER SCHOOL AN AFFORDABLE OPTION FOR CHILDCARE WHICH ALSO PROVIDES AN ACADEMIC ATMOSPHERE FOLLOWING THE CHARTER SCHOOL'S DAY OF INSTRUCTION. THE PROGRAM STRIVES TO CREATE AN EMOTIONALLY AND PHYSICALLY SAFE ENVIRONMENT BUILT ON TEAMWORK, CULTURAL AWARENESS, AND ACCEPTANCE.

    Expenses $404,607 · Revenue $529,775

As filed on the 2023 return.

Listed in Part VII

  • Inga Davis

    TRUSTEE/TEACHER

    Total calculated
    $134,766
    From this org
    $113,794
    From related orgs
    $0
    Other
    $20,972
    Hours/week
    40

  • Katherine Hayse

    TRUSTEE/TEACHER

    Total calculated
    $89,559
    From this org
    $74,818
    From related orgs
    $0
    Other
    $14,741
    Hours/week
    40

  • Stacy Emory

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Kowitt

    COMMUNITY MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrea Hopelain

    PARENT MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Lynch Davies

    PARENT MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amit Koren

    PARENT MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Rethans

    VICE-CHAIR/PARENT MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Erica Kendall

    CHAIR/PARENT MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fran Dickinson

    EXECUTIVE DIRECTOR

    Total calculated
    $180,772
    From this org
    $152,584
    From related orgs
    $0
    Other
    $28,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,034
    Bonus
    $2,550
    Other
    $5,000
    Deferred
    $28,188
    Nontaxable benefits
    $0
    Filer's total
    $180,772

  • Christine Harris

    DIRECTOR OF LEARNER SERVIC

    Total calculated
    $154,213
    From this org
    $129,335
    From related orgs
    $0
    Other
    $24,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,235
    Bonus
    $5,100
    Other
    $0
    Deferred
    $24,878
    Nontaxable benefits
    $0
    Filer's total
    $154,213

  • Elysha Passeggi

    TEACHER

    Total calculated
    $143,772
    From this org
    $121,482
    From related orgs
    $0
    Other
    $22,290
    Hours/week
    40

  • Maria Thomas

    ASSISTANT DIRECTOR

    Total calculated
    $145,562
    From this org
    $114,345
    From related orgs
    $0
    Other
    $31,217
    Hours/week
    40

  • Desiree Smith

    DIRECTOR OF OPERATIONS

    Total calculated
    $140,657
    From this org
    $104,785
    From related orgs
    $0
    Other
    $35,872
    Hours/week
    40

  • Martin Smith

    TEACHER

    Total calculated
    $125,363
    From this org
    $105,867
    From related orgs
    $0
    Other
    $19,496
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349313584

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