2026-04-29T11:20:34-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 452499407 SAN JOSE CHARTER ACADEMY SANJ 6268561693 2021 W ALWOOD STREET WEST COVINA CA 91790 ERIN SHIROMA SUPERINTENDENT-PRINCIPAL 6268561693 2026-04-21 1 1 DERRICK DEBRUYNE P00591016 9099857286 2026-04-21 2024 2025-03-06 01:10:19Z ERIN SHIROMA 2021 W ALWOOD STREET WEST COVINA CA 91790 21854213 0 X WWW.SANJOSECHARTERACADEMY.COM X 2011 CA BUILDING FOUNDATION FOR GOOD CHARACTER AND ETHICS THROUGHOUT THE SCHOOL ON A DAILY BASIS. 6 6 216 205 0 0 21022619 20767257 453530 456933 283686 263506 502794 366517 22262629 21854213 0 0 0 0 15108458 16347715 0 0 0 5002180 4719100 20110638 21066815 2151991 787398 11322585 13230825 2455276 3576118 8867309 9654707 TO PROVIDE STUDENTS WITH THE FOUNDATION FOR BUILDING GOOD CHARACTER AND ETHICS CORE VALUES ARE TAUGHT THROUGHOUT THE SCHOOL ON A DAILY BASIS AND INCLUDE WISDOM, JUSTICE, COURAGE, COMPASSION, HOPE, RESPECT, RESPONSIBILITY, AND INTEGRITY. 0 0 19115894 0 523778 SAN JOSE CHARTER ACADEMY PROVIDES CLASSROOM-BASED INSTRUCTION TO STUDENTS IN GRADES TK-8. THE CURRICULUM FOCUSES ON PROVIDING STUDENTS WITH A FOUNDATION FOR GOOD CHARACTER AND ETHICS. THE ACADEMY OFFERS CURRICULUM THAT INCLUDES HEALTH AND FITNESS, FINES ARTS, MATHEMATICS, READING, SCIENCE, SOCIAL SCIENCE, AND WRITING AND LANGUAGE ARTS. THE ORGANIZATION ALSO PROVIDES AUXILIARY SERVICES TO STUDENTS DURING NON-SCHOOL HOURS. THE ACADEMY SERVED APPROXIMATELY 1,254 STUDENTS. 19115894 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 23 0 1 216 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ANDREA LUNA 6268561693 2021 W ALWOOD ST WEST COVINA CA 91790 ERIN SHIROMA SUPERINTENDENT-PRINCIPAL 40.00 X 258087 0 83522 ANDREA LUNA CBO 40.00 X 194428 0 61853 ARLEEN OLIVAS ADMINISTRATOR 40.00 X 158345 0 78031 DONNA HALE ADMINISTRATOR COMPLIANCE 40.00 X 162384 0 60098 MARY SPICKLER ADMINISTRATOR CURRICULUM 40.00 X 166662 0 50140 LUISA VELA SPED COORDINATOR 40.00 X 164526 0 46025 MARICSA GOMEZ INSTRUCTIONAL SERVICES DIRECTOR 40.00 X 159397 0 28640 NICOLE VALDOVINOS CHAIRMAN 1.50 X X 0 0 0 JEFF CORONADO VICE CHAIRMAN 1.50 X X 0 0 0 TONY SONG SECRETARY 1.50 X X 0 0 0 MONICA FARIAS DIRECTOR 1.50 X 0 0 0 MATT SMITH DIRECTOR 1.50 X 0 0 0 DAVID WALLACH DIRECTOR 1.50 X 0 0 0 1263829 0 408309 58 0 1 0 WCUSD - NUTRITION SERVICES 1717 WEST MERCED AVENUE WEST COVINA CA 91790 NUTRITION SVC 925031 MCGRAW-HILL SCHOOL EDUCATION HOLDINGS L 6405 COMMERCE COURT GROVEPORT OH 43125 EDUCATION 301217 DELTA MANAGED SOLUTIONS INC 1451 RIVER PARK DR SUITE 180 SACRAMENTO CA 95815 ACCOUNTING 210900 3 20762146 5111 20767257 DAY CARE INCOME 611710 456933 456933 456933 263506 263506 OTHER REVENUES 900099 299672 299672 SCHOOL ACTIVITIES 900099 66845 66845 366517 21854213 523778 0 563178 X 611094 572969 38125 11631480 10943155 688325 2095514 1945547 149967 1676263 1547644 128619 333364 280848 52516 434913 304439 130474 17325 17325 256375 147629 108746 2284088 2220865 63223 8072 6150 1922 400539 222877 177662 35226 35226 261791 17950 243841 163476 163476 200636 198629 2007 95964 10105 85859 INSTRUCTIONAL MATERIALS 505983 505983 OTHER EXPENSES 54712 27628 27084 21066815 19115894 1950921 0 491241 449735 8299196 7564653 480691 3296096 21087 2770578 871324 2051457 1899254 11322585 13230825 1510472 2981853 793407 417363 151397 176902 2455276 3576118 X 8867309 9654707 8867309 9654707 11322585 13230825 787398 0 X X 0 1 X 1 1 1 X 2064928 263700 1801228 697276 607624 89652 8374 8374 1899254 DUE TO STUDENT GROUPS 176902 176902 X 21854213 0 21854213 0 21854213 21066815 0 21066815 0 21066815 PART X, LINE 2: THE ACADEMY IS A NONPROFIT 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 ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ACADEMY FILES AN EXEMPT ACADEMY RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION HAS THEIR NON-DISCRIMINATION STATEMENT ON THE HOMEPAGE OF THEIR WEBSITE, AND IS INCLUDED IN THE ORGANIZATION'S MEMORANDUM OF UNDERSTANDING WITH ITS GOVERNING AGENCY. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE, THEREFORE, NO SCHOLARSHIPS OR GRANTS ARE AWARDED. SCHEDULE E, PART I, LINE 6 SAN JOSE CHARTER SCHOOL IS A CHARTER SCHOOL FUNDED BY THE STATE OF CALIFORNIA AND ALSO RECEIVES IN-LIEU OF PROPERTY TAX PAYMENTS FROM ITS CHARTERING DISTRICT WEST COVINA UNIFIED SCHOOL DISTRICT. X 0 0 0 0 0 0 0 0 0 ERIN SHIROMA SUPERINTENDENT-PRINCIPAL 258087 0 0 0 0 0 46751 0 36771 0 341609 0 0 0 ANDREA LUNA CBO 194428 0 0 0 0 0 41102 0 20751 0 256281 0 0 0 ARLEEN OLIVAS ADMINISTRATOR 158345 0 0 0 0 0 30825 0 47206 0 236376 0 0 0 DONNA HALE ADMINISTRATOR COMPLIANCE 162384 0 0 0 0 0 30163 0 29935 0 222482 0 0 0 MARY SPICKLER ADMINISTRATOR CURRICULUM 166662 0 0 0 0 0 30468 0 19672 0 216802 0 0 0 LUISA VELA SPED COORDINATOR 164526 0 0 0 0 0 30274 0 15751 0 210551 0 0 0 MARICSA GOMEZ INSTRUCTIONAL SERVICES DIRECTOR 159397 0 0 0 0 0 26596 0 2044 0 188037 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B 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. FORM 990, PART VI, SECTION B, LINE 12C 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. A FORM 700 IS FILED ANNUALLY WITH LOS ANGELES COUNTY BOARD OF SUPERVISORS VIA THEIR PORTAL. FORM 990, PART VI, SECTION B, LINE 15 THE SUPERINTENDENT-PRINCIPAL'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 SUPERINTENDENT-PRINCIPAL'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 ONE-TIME PAY 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. FORM 990, PART VI, SECTION C, LINE 19 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. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,220,865. MANAGEMENT AND GENERAL EXPENSES 8,367. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,229,232. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 54,856. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,856. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.