San Jose Charter Academy

“There are no committees with authority to act on behalf of the governing body.”

“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.”

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, such as board members, officers, or employees, 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.”

“The executive director's pay is determined based on data provided by external charter management organizations and through comparison studies of other charter schools. The board must vote to approve the executive director's compensation as a direct action. 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 the 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.”

“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.”

“Professional services: program service expenses 1,973,562. Management and general expenses 29,436. Fundraising expenses 0. Total expenses 2,002,998. Selpa services: program service expenses 117,185. Management and general expenses 1,748. Fundraising expenses 0. Total expenses 118,933. Instructional vendors & consultants: program service expenses 440,098. Management and general expenses 6,564. Fundraising expenses 0. Total expenses 446,662.”

“The process for oversight and selection of an independent accountant has not changed from the prior year.”