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Nonprofiteer
← SAN CARLOS CHARTER LEARNING CENTER

Form 990 for tax year 2022

Filed by SAN CARLOS CHARTER LEARNING CENTER.

Totals

Total revenue
$5,991,334
Total expenses
$5,857,645
Contributions and grants received
$5,333,225
Grants paid
$0
Program service revenue
$627,708
Investment income
$28,555
Other revenue
$1,846
Total assets, end of year
$5,699,302
Total liabilities, end of year
$3,848,129
Net assets or fund balances, end of year
$1,851,173
Program services expenses (Part IX)
$5,280,064
Management and general expenses
$577,581
Fundraising expenses
$0
Program service expenses (Part III)
$5,280,064

Program services were 90.1% 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

    $440,051

  • 1e · Government grants (contributions)

    $4,804,289

  • 1f · All other contributions, gifts and grants

    $88,885

  • 2a · Program service revenue: AFTERSCHOOL CARE FEES

    total $467,274 · related or exempt $467,274

  • 2b · Program service revenue: STUDENT ACTIVITIES

    total $160,434 · related or exempt $160,434

  • 3 · Investment income

    total $28,555 · excluded $28,555

  • 11a · Other revenue: OTHER INCOME

    total $1,846 · excluded $1,846

  • 11e · Other revenue, total

    $1,846

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $338,400 · program services $308,818 · management and general $29,582

  • 7 · Other salaries and wages

    total $2,876,685 · program services $2,805,282 · management and general $71,403

  • 8 · Pension plan contributions

    total $857,500 · program services $831,968 · management and general $25,532

  • 9 · Other employee benefits

    total $146,183 · program services $143,104 · management and general $3,079

  • 10 · Payroll taxes

    total $132,392 · program services $126,958 · management and general $5,434

  • 11b · Fees: legal

    total $21,651 · management and general $21,651

  • 11c · Fees: accounting

    total $96,696 · program services $25,661 · management and general $71,035

  • 11g · Fees: other

    total $335,818 · program services $248,968 · management and general $86,850

  • 13 · Office expenses

    total $33,966 · program services $30,315 · management and general $3,651

  • 14 · Information technology

    total $47,234 · program services $47,234

  • 16 · Occupancy

    total $369,650 · program services $222,778 · management and general $146,872

  • 17 · Travel

    total $26,786 · program services $26,786

  • 19 · Conferences, conventions and meetings

    total $13,450 · program services $13,450

  • 20 · Interest

    total $4,652 · program services $4,652

  • 23 · Insurance

    total $65,769 · management and general $65,769

  • 24a · Other expenses: SPECIAL EDUCATION FEES

    total $285,881 · program services $285,881

  • 24b · Other expenses: BOOKS AND SUPPLIES

    total $171,139 · program services $158,209 · management and general $12,930

  • 24c · Other expenses: CHARTER OVERSIGHT FEES

    total $33,793 · management and general $33,793

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,126,003 · end of year $843,290

  • 2 · Savings and temporary cash investments

    beginning of year $815,540 · end of year $832,885

  • 4 · Accounts receivable

    beginning of year $2,464,506 · end of year $3,941,754

  • 9 · Prepaid expenses and deferred charges

    beginning of year $43,987 · end of year $65,725

  • 15 · Other assets

    beginning of year $20,300 · end of year $15,648

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,568,099 · end of year $3,655,205

  • 19 · Deferred revenue

    beginning of year $164,453 · end of year $177,049

  • 25 · Other liabilities

    beginning of year $20,300 · end of year $15,875

  • 27 · Net assets without donor restrictions

    beginning of year $1,717,484 · end of year $1,851,173

Mission and programs · 2022

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 $4,891,560 · Revenue $160,434

  • 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 $388,504 · Revenue $467,274

As filed on the 2022 return.

Listed in Part VII

  • Katie Kelleher

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Amit Koren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nupur Aggarwal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Lynch Davies

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Erica Kendall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Inga Davis

    TRUSTEE/TEACHER

    Total calculated
    $141,660
    From this org
    $120,051
    From related orgs
    $0
    Other
    $21,609
    Hours/week
    40

  • Katherine Hayse

    TRUSTEE/TEACHER

    Total calculated
    $85,575
    From this org
    $70,817
    From related orgs
    $0
    Other
    $14,758
    Hours/week
    40

  • Fran Dickinson

    EXECUTIVE DIRECTOR

    Total calculated
    $174,832
    From this org
    $148,163
    From related orgs
    $0
    Other
    $26,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,163
    Bonus
    $0
    Other
    $0
    Deferred
    $26,669
    Nontaxable benefits
    $0
    Filer's total
    $174,832

  • Elysha Passeggi

    TEACHER

    Total calculated
    $144,187
    From this org
    $122,192
    From related orgs
    $0
    Other
    $21,995
    Hours/week
    40

  • Christine Harris

    DIRECTOR OF LEARNER SERVICES

    Total calculated
    $144,088
    From this org
    $122,108
    From related orgs
    $0
    Other
    $21,980
    Hours/week
    40

  • Maria Thomas

    ASSISTANT DIRECTOR

    Total calculated
    $132,873
    From this org
    $108,867
    From related orgs
    $0
    Other
    $24,006
    Hours/week
    40

  • Darlene Doto

    TEACHER

    Total calculated
    $123,162
    From this org
    $104,375
    From related orgs
    $0
    Other
    $18,787
    Hours/week
    40

  • Desiree Smith

    DIRECTOR OF OPERATIONS

    Total calculated
    $129,020
    From this org
    $102,311
    From related orgs
    $0
    Other
    $26,709
    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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349305268

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