Civic Intelligence

Community Roots Charter School

990 • Fiscal year 2018 • EIN 90-0673012

Jul 01, 2017 to Jun 30, 2018 • Filed on May 01, 2019

Organization ProfileWWW.COMMUNITYROOTSACADEMY.ORG
29292 Crown Valley PkwyLaguna Niguel, CA 92677

(949) 831-4272

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.12x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.05x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

63rd percentile

8.0%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$135,997

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,557,880

Up $449,389 (+21%) from 2017

Net Assets

Up

$2,257,648

Up $444,860 (+25%) from 2017

Liabilities

Up

$300,232

Up $4,529 (+1.5%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin63rd percentile

Revenue

Up

$5,593,977

Up $686,998 (+14%) from 2017

Expenses

Up

$5,149,117

Up $526,718 (+11%) from 2017

Net Income

Up

$444,860

Up $160,280 (+56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $250,695Liabilities 2012: $152,322Net Assets 2012: $98,3732012Assets 2013: $575,542Liabilities 2013: $244,283Net Assets 2013: $331,2592013Assets 2014: $901,927Liabilities 2014: $214,256Net Assets 2014: $687,6712014Assets 2015: $1,283,051Liabilities 2015: $77,608Net Assets 2015: $1,205,4432015Assets 2016: $1,860,844Liabilities 2016: $332,636Net Assets 2016: $1,528,2082016Assets 2017: $2,108,491Liabilities 2017: $295,703Net Assets 2017: $1,812,7882017Assets 2018: $2,557,880Liabilities 2018: $300,232Net Assets 2018: $2,257,6482018Assets 2019: $3,088,342Liabilities 2019: $392,214Net Assets 2019: $2,696,1282019Assets 2020: $3,400,282Liabilities 2020: $228,800Net Assets 2020: $3,171,4822020Assets 2021: $4,020,211Liabilities 2021: $546,349Net Assets 2021: $3,473,8622021Assets 2022: $3,542,171Liabilities 2022: $559,126Net Assets 2022: $2,983,0452022Assets 2023: $4,603,940Liabilities 2023: $1,618,636Net Assets 2023: $2,985,3042023Assets 2024: $4,492,678Liabilities 2024: $1,675,253Net Assets 2024: $2,817,4252024Assets 2025: $3,991,105Liabilities 2025: $1,150,914Net Assets 2025: $2,840,1912025

Highlighted filing

2018

Assets$2,557,880
Liabilities$300,232
Net Assets$2,257,648
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2012: $851,4602012Expenses 2013: $1,272,3602013Revenue 2014: $2,537,041Expenses 2014: $2,180,629Net Income 2014: $356,4122014Revenue 2015: $3,327,686Expenses 2015: $2,809,914Net Income 2015: $517,7722015Revenue 2016: $4,506,594Expenses 2016: $4,183,829Net Income 2016: $322,7652016Revenue 2017: $4,906,979Expenses 2017: $4,622,399Net Income 2017: $284,5802017Revenue 2018: $5,593,977Expenses 2018: $5,149,117Net Income 2018: $444,8602018Revenue 2019: $6,648,117Expenses 2019: $6,209,637Net Income 2019: $438,4802019Revenue 2020: $7,066,977Expenses 2020: $6,591,623Net Income 2020: $475,3542020Revenue 2021: $7,400,272Expenses 2021: $7,090,045Net Income 2021: $310,2272021Revenue 2022: $8,650,477Expenses 2022: $9,134,553Net Income 2022: -$484,0762022Revenue 2023: $9,436,848Expenses 2023: $9,432,676Net Income 2023: $4,1722023Revenue 2024: $11,028,553Expenses 2024: $11,231,271Net Income 2024: -$202,7182024Revenue 2025: $11,453,682Expenses 2025: $11,451,112Net Income 2025: $2,5702025

Highlighted filing

2018

Revenue$5,593,977
Expenses$5,149,117
Net Income$444,860
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 1, 2019
Return Version
2017v2.3
Gross Receipts
$5,593,977
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,545,869$1,893,100▲ $347,231
Land, Buildings, and Equipment, Net$91,547$314,848▲ $223,301
Cash and Non-Interest-Bearing Accounts$329,798$239,918▼ $89,880
Accounts Receivable$97,389$62,048▼ $35,341
Prepaid Expenses and Deferred Charges$43,888$47,966▲ $4,078
Total Assets$2,108,491$2,557,880▲ $449,389
Liabilities
Accounts Payable and Accrued Expenses$295,703$300,232▲ $4,529
Total Liabilities$295,703$300,232▲ $4,529
Net Assets / Fund Balance
Unrestricted Net Assets$1,812,788$2,257,648▲ $444,860
Total Net Assets Fund Balance$1,812,788$2,257,648▲ $444,860
Total Liabilities and Net Assets / Fund Balance$2,108,491$2,557,880▲ $449,389

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$233,766$16,234$250,000
Equipment$81,082$66,694$147,776
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy F CavallaroEd of EducationFT$126,214$9,783$135,997
Eve FeinEd of Resource DevFT$111,409$20,141$131,550

Board Members and Trustees

NameTitle
Lyn BogartPresident
Dan PitmanFinance Officer/treasurer
Jonathan WittMember
Ron GlickmanMember
Adele SenderSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,553,833
Program Service Revenue
$0
Investment Income
$23,273
Other Revenue
$16,871
All Other Contributions
$255,031
Change in Net Assets
$444,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,593,977
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,593,977
Total Revenue per Form 990
$5,593,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,906,307
Other Expenses$2,242,810
Total Fundraising Expense$45,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,968,889$260,662-$2,229,551
Office Expenses$177,230$323,489-$500,719
Fees for Services Other$211,622$281,050-$492,672
Occupancy$333,323--$333,323
Current Officers, Directors, Trustees, and Key Employees$243,031$36,314-$279,345
Fees for Services Management$254,052--$254,052
Other Employee Benefits$185,221$27,884-$213,105
Payroll Taxes$160,221$24,085-$184,306
Fees for Services Accounting-$124,000-$124,000
Depreciation Depletion$42,271--$42,271
Fees for Services Legal-$33,917-$33,917
Insurance-$27,820-$27,820
Travel$26,088--$26,088
Other Expenses$9,511$0$45,843$9,511
All Other Expenses$9,482--$9,482
Advertising-$827-$827
Total Functional Expenses$3,963,226$1,140,048$45,843$5,149,117

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,149,117
Total Expenses per Audited Statements$5,149,117
Total Expenses per Form 990$5,149,117
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“Management reviews a draft of the form 990 and then it is distributed to the board for review prior to filing.”

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

“The conflict of interest policy is reviewed anually by the organization's management. The policy is maintained on file.”

Form 990, Part VI, Section B, Line 15

“Review of comparable compensation is performed by the board of directors before approval. Contemporaneous documentation is also maintained.”

Form 990, Part VI, Section C, Line 19

“All public governing and corporate documents are available for review by the public upon request. The public may also request copies of any public documents and these will be provided within the required timelines either electronically or with paper copies.”

Filing and Contact Details

Filer

Filer Name
Community Roots Charter School
EIN
90-0673012
Phone
9498314272
Address
29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Eve Fein
Title
Executive Director
Phone
9498314272
Signed
2019-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Fein
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
78
Volunteers
50

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick Debruyne CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes from previous year”

Financial Statement Notes

PART X, LINE 2:

“The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california.”

Raw XML AppendixShowing 400 of 446 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0295703
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0300232
IRS990/AccountsReceivableGrp/BOYAmt097389
IRS990/AccountsReceivableGrp/EOYAmt062048
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COMMUNITY 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0827
IRS990/AdvertisingGrp/TotalAmt0827
IRS990/AllOtherContributionsAmt0255031
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09482
IRS990/AllOtherExpensesGrp/TotalAmt09482
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXED
IRS990/BooksInCareOfDetail/PhoneNum06192663230
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0409 CAMINO DEL RIO SOUTH SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0329798
IRS990/CashNonInterestBearingGrp/EOYAmt0239918
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt036314
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0243031
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0279345
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05553833
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023273
IRS990/CYOtherExpensesAmt02242810
IRS990/CYOtherRevenueAmt016871
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0444860
IRS990/CYSalariesCompEmpBnftPaidAmt02906307
IRS990/CYTotalExpensesAmt05149117
IRS990/CYTotalFundraisingExpenseAmt045843
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05593977
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt042271
IRS990/DepreciationDepletionGrp/TotalAmt042271
IRS990/Desc0A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt078
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03963226
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0124000
IRS990/FeesForServicesAccountingGrp/TotalAmt0124000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt033917
IRS990/FeesForServicesLegalGrp/TotalAmt033917
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0254052
IRS990/FeesForServicesManagementGrp/TotalAmt0254052
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0281050
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0211622
IRS990/FeesForServicesOtherGrp/TotalAmt0492672
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt137.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09783
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JEREMY F CAVALLARO
IRS990/Form990PartVIISectionAGrp/PersonNm1EVE FEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2LYN BOGART
IRS990/Form990PartVIISectionAGrp/PersonNm3ADELE SENDER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN PITMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5RON GLICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JONATHAN WITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0126214
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1111409
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt111141
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0ED OF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt1ED OF RESOURCE DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE OFFICER/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt05298802
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05593977
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt027820
IRS990/InsuranceGrp/TotalAmt027820
IRS990/InvestmentIncomeGrp/ExclusionAmt023273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023273
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt082928
IRS990/LandBldgEquipBasisNetGrp/BOYAmt091547
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0314848
IRS990/LandBldgEquipCostOrOtherBssAmt0397776
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01812788
IRS990/NetAssetsOrFundBalancesEOYAmt02257648
IRS990/NetUnrelatedBusTxblIncmAmt05973
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0333323
IRS990/OccupancyGrp/TotalAmt0333323
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0323489
IRS990/OfficeExpensesGrp/ProgramServicesAmt0177230
IRS990/OfficeExpensesGrp/TotalAmt0500719
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027884
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0185221
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0213105
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1FIELD TRIPS
IRS990/OtherExpensesGrp/Desc2FUNDRAISING COSTS
IRS990/OtherExpensesGrp/Desc3DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt145843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0201258
IRS990/OtherExpensesGrp/ProgramServicesAmt1141027
IRS990/OtherExpensesGrp/ProgramServicesAmt29511
IRS990/OtherExpensesGrp/TotalAmt0201258
IRS990/OtherExpensesGrp/TotalAmt1141027
IRS990/OtherExpensesGrp/TotalAmt245843
IRS990/OtherExpensesGrp/TotalAmt39511
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016871
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016871
IRS990/OtherRevenueTotalAmt016871
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0260662
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01968889
IRS990/OtherSalariesAndWagesGrp/TotalAmt02229551
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024085
IRS990/PayrollTaxesGrp/ProgramServicesAmt0160221
IRS990/PayrollTaxesGrp/TotalAmt0184306
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043888
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047966
IRS990/PrincipalOfficerNm0EVE FEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04837140
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09473
IRS990/PYOtherExpensesAmt01898180
IRS990/PYOtherRevenueAmt060366
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0284580
IRS990/PYSalariesCompEmpBnftPaidAmt02724219
IRS990/PYTotalExpensesAmt04622399
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04906979
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0444860
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016871
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01545869
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01893100
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt081082
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066694
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0147776
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05149117
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0233766
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016234
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0250000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05593977
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0314848
IRS990ScheduleD/TotalExpensesPerForm990Amt05149117
IRS990ScheduleD/TotalRevenuePerForm990Amt05593977
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05593977
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05149117
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE APPLICATION INCLUDES THE NONDISCRIMINATORY POLICY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO FINANCIAL ASSISTANCE IS PROVIDED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2COMMUNITY ROOTS IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT REVIEWS A DRAFT OF THE FORM 990 AND THEN IT IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANUALLY BY THE ORGANIZATION'S MANAGEMENT. THE POLICY IS MAINTAINED ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW OF COMPARABLE COMPENSATION IS PERFORMED BY THE BOARD OF DIRECTORS BEFORE APPROVAL. CONTEMPORANEOUS DOCUMENTATION IS ALSO MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL PUBLIC GOVERNING AND CORPORATE DOCUMENTS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. THE PUBLIC MAY ALSO REQUEST COPIES OF ANY PUBLIC DOCUMENTS AND THESE WILL BE PROVIDED WITHIN THE REQUIRED TIMELINES EITHER ELECTRONICALLY OR WITH PAPER COPIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES FROM PREVIOUS YEAR
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY ROOTS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0462630292
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt023431 KNOLLWOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALISO VIEJO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092656
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NON-PROFIT BENEFIT CORPORATION ORGANIZED TO RAISE FUNDS FOR THE BENEFIT OF COMMUNITY ROOTS ACADEMY AND ITS RELATED ACTIVITIES.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R- ADDITIONAL INFORMATION PT II, LINE 1 COLUMN B: PRIMARY ACTIVITY
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02108491
IRS990/TotalAssetsEOYAmt02557880
IRS990/TotalAssetsGrp/BOYAmt02108491
IRS990/TotalAssetsGrp/EOYAmt02557880
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05553833
IRS990/TotalEmployeeCnt078
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045843
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01140048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03963226
IRS990/TotalFunctionalExpensesGrp/TotalAmt05149117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0295703
IRS990/TotalLiabilitiesEOYAmt0300232
IRS990/TotalLiabilitiesGrp/BOYAmt0295703
IRS990/TotalLiabilitiesGrp/EOYAmt0300232
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01812788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02257648
IRS990/TotalOtherCompensationAmt018783
IRS990/TotalProgramServiceExpensesAmt03963226
IRS990/TotalReportableCompFromOrgAmt0237623
IRS990/TotalRevenueGrp/ExclusionAmt023273
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016871
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05593977
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02108491
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02557880
IRS990/TotReportableCompRltdOrgAmt011141
IRS990/TravelGrp/ProgramServicesAmt026088
IRS990/TravelGrp/TotalAmt026088
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,557,880
Liabilities
$300,232
Net assets
$2,257,648
Revenue
$5,593,977
Expenses
$5,149,117
Net income
$444,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.99$1.15$2.84$11.5$11.5$0.00
2024Detailed filing. Detailed filing data is available for this year.$4.49$1.68$2.82$11.0$11.2$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.60$1.62$2.99$9.44$9.43$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.54$0.56$2.98$8.65$9.13$0.48
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.55$3.47$7.40$7.09$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.23$3.17$7.07$6.59$0.48
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.39$2.70$6.65$6.21$0.44
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.30$2.26$5.59$5.15$0.44
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.30$1.81$4.91$4.62$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.33$1.53$4.51$4.18$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.08$1.21$3.33$2.81$0.52
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.21$0.69$2.54$2.18$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.24$0.33$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.15$0.10$0.85