2025-05-14T13:31:31-05:00 2024-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2023-07-01 203182558 SANTIAGO MIDDLE SCHOOL SANT 7149976366 515 N RANCHO SANTIAGO BLVD ORANGE CA 92869 JAMES D'AGOSTINO SUPERINTENDENT 7149976366 2025-05-13 1 0 MARCY KEARNEY P02370487 6192708222 2023 2025-03-06 01:10:19Z 515 N RANCHO SANTIAGO BLVD ORANGE CA 92869 16293614 0 X WWW.SANTIAGOCHARTERMS.ORG X 2005 CA TO PROVIDE A STUDENT-CENTERED PROGRAM DEDICATED TO THE EDUCATIONAL WELL-BEING OF THEIR STUDENTS. 11 5 0 25 0 0 14922612 15767917 233435 418980 4209 104117 13480 2600 15173736 16293614 0 0 0 0 11307304 10707529 0 0 0 3447607 3092064 14754911 13799593 418825 2494021 9114535 7631824 5387577 1410845 3726958 6220979 THE MISSION OF SANTIAGO MIDDLE SCHOOL IS TO ASSIST ITS STUDENTS TO ATTAIN AN EDUCATIONAL ADVANTAGE BY DELIVERING A QUALITY AND DISCIPLINED PUBLIC SCHOOL EDUCATION OF UNMATCHED VALUE. 0 0 10581399 418980 SANTIAGO OPERATES ITS CHARTER SCHOOL UNDER THE BELIEF THAT ADOLESCENTS DESERVE A QUALITY CURRICULUM DESIGNED SPECIFICALLY FOR THEM AND THAT MIDDLE SCHOOL IS A TIME FOR EXPLORATION AND DISCOVERY FOR INTERESTS. WHILE OTHER MIDDLE SCHOOLS STATE-WIDE ARE CUTTING THEIR EXPLORATORY PROGRAMS, SANTIAGO CONTINUES TO WORK SO THAT THESE INVALUABLE CLASSES REMAIN A PART OF THE CURRICULUM. AS A RESULT, EACH STUDENT AT SANTIAGO HAS THE OPTION OF CHOOSING TWO PER YEAR OF THE FOLLOWING ELECTIVES: ART, VOCAL MUSIC, DRAMA, FOREIGN LANGUAGE, INDUSTRIAL ARTS, HOME ECONOMICS, BAND, ORCHESTRA, SPEECH, READING, AND MUSICAL THEATER. ALL OF THE ELECTIVE TEACHERS HAVE RECEIVED TRAINING IN THE AREAS OF READING AND WRITING, AND THEY INCORPORATE THESE LESSONS INTO THEIR PROGRAMS IN SUPPORT OF SANTIAGO'S STANDARDS-BASED CURRICULUM. 10581399 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 CA X THE ORGANIZATION 7149976366 515 N RANCHO SANTIAGO BLVD ORANGE CA 92869 X JOHN BESTA CHAIRPERSON 2.00 X X 0 0 0 ASHLEY PEDROZA SECRETARY/CO-PRINCIPAL 42.00 X X 0 0 0 LISA ADRAY MEMBER/NURSE 42.00 X 0 0 0 ANDY EDLUND MEMBER 42.00 X 0 0 0 ALICIA ABIFADEL MEMBER/TEACHER 42.00 X 0 0 0 SUSAN GIBB MEMBER 2.00 X 0 0 0 CRAIG ABERCROMBI MEMBER 2.00 X 0 0 0 STEVEN ARNETT MEMBER/TEACHER 42.00 X 0 0 0 DENNIS MCCUISTION MEMBER 2.00 X 0 0 0 DESIREE ORTIZ MEMBER 2.00 X 0 0 0 JUSTIN VASQUEZ MEMBER/TEACHER 42.00 X 0 0 0 SARAH JARRELL BUSINESS SERVICES/CFO 40.00 X 0 0 0 JIM D'AGOSTINO PRINCIPAL/CEO 40.00 X 0 0 0 0 0 0 0 0 0 1 STS EDUCATION 130-A WEST COCHRAN STREET SIMI VALLEY CA 93065 EDUCATION CONSULTANTS 234031 RUBEN GONZALEZ 515 N RANCHO SANTIAGO BLVD ORANGE CA 92869 MAINTENANCE/REPAIRS 185325 STEPPING STONES THERAPY INC 3900 BIRCH ST 103 NEWPORT BEACH CA 92660 THERAPY SPECIALISTS 104553 3 15691211 76706 15767917 STUDENT ACTIVITIES 611710 418980 418980 418980 104117 104117 2600 0 2600 2600 2600 16293614 418980 0 106717 7750018 6507554 1242464 1514182 1267755 246427 105867 89010 16857 1337462 1263473 73989 9698 3990 5708 83240 83240 892465 716002 176463 11902 11902 32441 1857 30584 789897 138387 651510 440166 275636 164530 437 437 8865 8865 79078 79078 BOOKS AND SUPPLIES 517052 311857 205195 CHARTER AUTHORIZER FEES 226823 5878 220945 13799593 10581399 3218194 0 865256 469615 2657312 2572019 5007403 3905602 92801 201690 158506 125608 41763 32898 450000 450000 9114535 7631824 4969234 1183710 222403 162236 195940 64899 5387577 1410845 X 3726958 6220979 3726958 6220979 9114535 7631824 2494021 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 42482 3828 46310 0 74837 74837 0 29715 6121 23594 53954 44650 9304 32898 RESERVE DEPOSIT 450000 450000 SUPPLEMENTAL RETIREMENT PLAN 64899 64899 X 16293614 0 16293614 0 16293614 13799593 0 13799593 0 13799593 PART IV, LINE 1B: THE ORGANIZATION HOLDS FUNDS FOR THE ASSOCIATED STUDENT BODY (ASB) AS A TRUSTEE. THE ASB EXISTS AT THE EXPLICIT APPROVAL, SUBJECT TO REVOCATION, OF THE ORGANIZATION'S BOARD OF DIRECTORS. PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISIONS FOR INCOME TAX HAVE BEEN RECORDED. 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL DOES NOT PUBLICIZE ITS NONDISCRIMINATORY POLICY; HOWEVER, IT DOES ENFORCE ITS NONDISCRIMINATORY POLICY THROUGH ITS OPERATIONS AND THE POLICY IS MADE AVAILABLE THROUGH THE ORGANIZATION'S CHARTER. SCHEDULE E, PART I, LINE 4 THE SCHOOL IS A PUBLIC CHARTER SCHOOL THAT OPERATES TUITION-FREE; THEREFORE, INFORMATION PERTAINING TO FINANCIAL ASSISTANCE AND SCHOLARSHIPS DOES NOT APPLY. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF ORANGE, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL. 0 0 0 0 0 0 0 0 0 ASHLEY PEDROZA SECRETARY/CO-PRINCIPAL 0 0 0 0 0 0 0 0 0 0 0 0 LISA ADRAY MEMBER/NURSE 0 0 0 0 0 0 0 0 0 0 0 0 ANDY EDLUND MEMBER 0 0 0 0 0 0 0 0 0 0 0 0 ALICIA ABIFADEL MEMBER/TEACHER 0 0 0 0 0 0 0 0 0 0 0 0 DENNIS MCCUISTION MEMBER 0 0 0 0 0 0 0 0 0 0 0 0 JUSTIN VASQUEZ MEMBER/TEACHER 0 0 0 0 0 0 0 0 0 0 0 0 SARAH JARRELL BUSINESS SERVICES/CFO 0 0 0 0 0 0 0 0 0 0 0 0 JIM D'AGOSTINO PRINCIPAL/CEO 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 3 COMPENSATION METHODS USED BY UNRELATED THIRD PARTY INCLUDE WRITTEN EMPLOYMENT CONTRACTS AND APPROVAL BY THE BOARD. EXPLANATION OF COMPENSATION FROM UNRELATED ORGANIZATION: ORANGE UNIFIED SCHOOL DISTRICT (OUSD) IS THE SPONSORING SCHOOL DISTRICT TO SANTIAGO MIDDLE SCHOOL UNDER CALIFORNIA EDUCATION CODE SECTION 47600. BASED ON IRS GUIDELINES, OUSD IS CLASSIFIED AS AN UNRELATED ORGANIZATION. SANTIAGO MIDDLE SCHOOL UTILIZES THE SERVICES OF OUSD FOR PAYROLL PROCESSING. ALL EMPLOYEE COMPENSATION IS PAID FOR BY OUSD WITH CHARTER SCHOOL FUNDS HELD BY OUSD. THOUGH ALL INDIVIDUALS EMPLOYED BY SANTIAGO MIDDLE SCHOOL RECEIVE W-2 FORMS ISSUED UNDER THE OUSD EIN AND NOT THAT OF SANTIAGO MIDDLE SCHOOL, THE INDIVIDUALS FULLY PROVIDE THEIR COMPENSATED SERVICES TO THE CHARTER SCHOOL; EXCEPT WITH RESPECT TO SUBSTITUTE TEACHERS, WHICH ARE SHARED EMPLOYEES BETWEEN THE CHARTER SCHOOL AND OUSD. DURING THE CALENDAR YEAR, INDIVIDUALS LISTED AT 990, PART VII THAT HAD REPORTABLE COMPENSATION FROM OUSD FOR SERVICES RENDERED TO SANTIAGO MIDDLE SCHOOL ARE LISTED ON SCHEDULE J, PART II. SCHEDULE J, PART II, REPORTABLE PAY BY UNRELATED ORGANIZATION: REPORTABLE PAY FOR THE 2023 CALENDAR YEAR FOR INDIVIDUALS LISTED AT PART II INCLUDE (A) TOTAL PAY AND (B) BENEFITS PAID BY ORANGE UNIFIED SCHOOL DISTRICT: (1) ASHLEY PEDROZA (A) 193,510 (B) 32,922 (2) LISA ADRAY (A) 79,009 (B) 34,373 (3) ANDY EDLUND (A) 154,473 (B) 29,036 (4) ALICIA ABIGADEL (A) 135,412 (B) 37,256 (5) DENNIS MCCUISTION (A) 185,007 (B) 34,868 (6) JUSTIN VASQUEZ (A) 113,936 (B) 41,187 (7) SARAH JARRELL (A) 104,894 (B) 43,895 (8) JIM D'AGOSTINO (A) 258,020 (B) 43,612 FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTANTS ENGAGED IN PREPARING THE TAX RETURN WILL SEND A DRAFT COPY TO THE BUSINESS MANAGER AND CHARTER SCHOOL MANAGEMENT COMPANY FOR REVIEW. THE 990 WILL BE APPROVED BY THE PRINCIPAL/CEO AND FINALIZED FOR MAILING. FORM 990, PART VI, SECTION B, LINE 12C CABINET LEVEL MEMBERS ARE REQUIRED TO FILL OUT A FORM 700 CONFLICT OF INTEREST STATEMENT POLICY EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE MAINTAINED ON FILE AT THE SCHOOL AND ARE AVAILABLE FOR REVIEW UPON REQUEST.