Civic Intelligence

Community Roots Foundation

EIN 46-2630292 • 501(c)3 • Laguna Niguel, CA

View Organization Page

Profile

To raise funds for the benefit of the community roots academy charter school.

29292 Crown Valley PkwyLaguna Niguel, CA 92677

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.28x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.10x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

89th percentile

$161,754

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

22%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,202,892

Up $271,239 (+29%) from 2024

Liabilities

Down

$43,991

Down $12,307 (-22%) from 2024

Net Assets

Up

$1,158,901

Up $283,546 (+32%) from 2024

Operations
Liabilities / Revenue53rd percentileNet Margin66th percentile

Revenue

Up

$1,831,583

Up $329,301 (+22%) from 2024

Expenses

Up

$1,548,037

Up $226,417 (+17%) from 2024

Net Income

Up

$283,546

Up $102,884 (+57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $110,349Liabilities 2014: $10,170Net Assets 2014: $100,1792014Assets 2015: $130,190Liabilities 2015: $23,020Net Assets 2015: $107,1702015Assets 2016: $304,939Liabilities 2016: $111,160Net Assets 2016: $193,7792016Assets 2017: $385,443Liabilities 2017: $54,035Net Assets 2017: $331,4082017Assets 2018: $484,146Liabilities 2018: $36,264Net Assets 2018: $447,8822018Assets 2019: $601,946Liabilities 2019: $54,770Net Assets 2019: $547,1762019Assets 2020: $462,988Liabilities 2020: $216,788Net Assets 2020: $246,2002020Assets 2021: $376,937Liabilities 2021: $238,369Net Assets 2021: $138,5682021Assets 2022: $439,829Liabilities 2022: $122,102Net Assets 2022: $317,7272022Assets 2023: $736,844Liabilities 2023: $42,151Net Assets 2023: $694,6932023Assets 2024: $931,653Liabilities 2024: $56,298Net Assets 2024: $875,3552024Assets 2025: $1,202,892Liabilities 2025: $43,991Net Assets 2025: $1,158,9012025

Highlighted filing

2025

Assets$1,202,892
Liabilities$43,991
Net Assets$1,158,901
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2014: $221,478Expenses 2014: $124,740Net Income 2014: $96,7382014Revenue 2015: $453,583Expenses 2015: $446,592Net Income 2015: $6,9912015Revenue 2016: $603,792Expenses 2016: $517,183Net Income 2016: $86,6092016Revenue 2017: $711,282Expenses 2017: $573,653Net Income 2017: $137,6292017Revenue 2018: $868,271Expenses 2018: $751,797Net Income 2018: $116,4742018Revenue 2019: $930,842Expenses 2019: $831,548Net Income 2019: $99,2942019Revenue 2020: $691,935Expenses 2020: $992,911Net Income 2020: -$300,9762020Revenue 2021: $1,047,495Expenses 2021: $1,155,127Net Income 2021: -$107,6322021Revenue 2022: $1,273,038Expenses 2022: $1,093,879Net Income 2022: $179,1592022Revenue 2023: $1,748,738Expenses 2023: $1,371,772Net Income 2023: $376,9662023Revenue 2024: $1,502,282Expenses 2024: $1,321,620Net Income 2024: $180,6622024Revenue 2025: $1,831,583Expenses 2025: $1,548,037Net Income 2025: $283,5462025

Highlighted filing

2025

Revenue$1,831,583
Expenses$1,548,037
Net Income$283,546
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,202,892
Liabilities
$43,991
Net assets
$1,158,901
Revenue
$1,831,583
Expenses
$1,548,037
Net income
$283,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.04$1.16$1.83$1.55$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.06$0.88$1.50$1.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.04$0.69$1.75$1.37$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.12$0.32$1.27$1.09$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.24$0.14$1.05$1.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.22$0.25$0.69$0.99$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.05$0.55$0.93$0.83$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.45$0.87$0.75$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.05$0.33$0.71$0.57$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.11$0.19$0.60$0.52$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.11$0.45$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.10$0.22$0.12$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 10, 2026
Return Version
2024v5.5
Gross Receipts
$1,831,583
Mission and Program Overview

Mission

To raise funds for the benefit of the community roots academy charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$888,716$1,114,147▲ $225,431
Accounts Receivable$22$33,804▲ $33,782
Land, Buildings, and Equipment, Net$13,352$29,126▲ $15,774
Prepaid Expenses and Deferred Charges$26,561$22,813▼ $3,748
Total Assets$931,653$1,202,892▲ $271,239
Other Assets Total$3,002$3,002→ $0
Liabilities
Accounts Payable and Accrued Expenses$55,947$43,991▼ $11,956
Other Liabilities$351$0▼ $351
Total Liabilities$56,298$43,991▼ $12,307
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$875,355$1,158,901▲ $283,546
Total Net Assets Fund Balance$875,355$1,158,901▲ $283,546
Total Liabilities and Net Assets / Fund Balance$931,653$1,202,892▲ $271,239

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,611$39,569$50,180
Leasehold Improvements$18,515$14,459$32,974
Buildings$0$2,950$2,950
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Adele SenderPresident
Jeremy CavallaroDirector
Jodi WertheimerDirector
Eve FeinExecutive Director
Kacy DrurySecretary
Andrea KnudsenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,826,895
Investment Income
$0
Other Revenue
$4,688
Change in Net Assets
$283,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,022,857
Other Expenses$477,243
Grants and Similar Amounts Paid$47,937
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,864$165,716-$828,580
Other Employee Benefits$98,608$24,652-$123,260
Fees for Services Other$94,521$23,630-$118,151
Occupancy$90,230$22,557-$112,787
Payroll Taxes$53,017$13,254-$66,271
Grants to Domestic Orgs$47,937--$47,937
Office Expenses$30,949$7,737-$38,686
Insurance$20,748$5,187-$25,935
Travel$9,639$2,410-$12,049
Depreciation Depletion$7,221$1,805-$9,026
Fees for Services Accounting-$7,350-$7,350
Information Technology$5,838$1,460-$7,298
Fees for Services Legal-$4,791-$4,791
Pension Plan Contributions$3,797$949-$4,746
Other Expenses$2,769$692-$3,461
Advertising$1,297$324-$1,621
Total Functional Expenses$1,238,304$309,733$0$1,548,037
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Roots Charter SchoolLaguna Niguel, CA501(c)(3)Donation for Outdoor Courtyard$47,937
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,688
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees that can act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

Form 990, Part VI, Section B, Line 12C

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any director, principal officer, key employee or member of a committee with board of director delegated powers, who has a direct or indirect financial interest is an interested person. Any question of a conflict is addressed with the interested person, 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 executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Community Roots Foundation
EIN
46-2630292
Phone
9498314272
Address
29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Eve Fein
Title
Executive Director
Phone
9498314272
Signed
2026-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Fein
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
41
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 VIA PIEMONTE SUITE 300, ONTARIO, CA 91764
Preparer
Mei-li Huang
Phone
9099857286
Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026561
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022813
IRS990/PrincipalOfficerNm0EVE FEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0SEEDLINGS PRESCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1CARE CLUB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01092703
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1734192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01092703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1734192
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY CARE CLUB: TO PROVIDE LICENSED BEFORE AND AFTER SCHOOL CARE FOR STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0395016
IRS990/ProgSrvcAccomActy2Grp/GrantAmt047937
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0734192
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01253
IRS990/PYOtherExpensesAmt0448234
IRS990/PYOtherRevenueAmt05056
IRS990/PYProgramServiceRevenueAmt01495973
IRS990/PYRevenuesLessExpensesAmt0180662
IRS990/PYSalariesCompEmpBnftPaidAmt0873386
IRS990/PYTotalExpensesAmt01321620
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01502282
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0283546
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01092703
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2020 AMOUNT: $ 1,229. 2022 AMOUNT: $ 2,498. 2023 AMOUNT: $ 500.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0386449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0182106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0725218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03088
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06351
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06658096
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02498
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01229
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04227
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97340
IRS990ScheduleA/PublicSupportPY170Pct00.97960
IRS990ScheduleA/PublicSupportTotal170Amt0725218
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0386449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0182106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0725218
IRS990ScheduleA/TotalSupportAmt0745040
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt04688
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt04556
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt09244
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02950
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02950
IRS990ScheduleD/EquipmentGrp/BookValueAmt010611
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039569
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050180
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018515
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt014459
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt032974
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029126
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt047937
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION FOR OUTDOOR COURTYARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY ROOTS CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0900673012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt029292 CROWN VALLEY PKWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAGUNA NIGUEL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092677
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WORKS CLOSELY WITH COMMUNITY ROOTS CHARTER SCHOOL AND IS ABLE TO MONITOR THE PROPER USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0173873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1166386
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEREMY CAVALLARO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1EVE FEIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0193570
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1183341
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMMUNITY ROOTS CHARTER SCHOOL COMPENSATES THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. COMMUNITY ROOTS CHARTER SCHOOL'S BOARD MUST VOTE TO APPROVE THEIR COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE OR MEMBER OF A COMMITTEE WITH BOARD OF DIRECTOR DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, 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 EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY ROOTS CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0900673012
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt029292 CROWN VALLEY PKWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAGUNA NIGUEL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092677
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00

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