2024-04-02T15:56:14-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 320149236 WESTLAKE CHARTER SCHOOL WEST 9165675760 2680 MABRY DRIVE SACRAMENTO CA 95835 JOHN EICK EXECUTIVE DIRECTOR 9165675760 2024-04-02 1 JOHN EICK 999009999 0 DERRICK DEBRUYNE P00591016 6268577300 2024-04-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN EICK 2680 MABRY DRIVE SACRAMENTO CA 95835 16902588 0 X WWW.WESTLAKECHARTER.COM X 2005 CA OPERATES AS A CALIFORNIA CHARTER SCHOOL. 8 6 201 200 0 0 13779241 16338946 145252 197042 55294 361064 5416 5536 13985203 16902588 0 0 0 0 9000264 11176726 0 0 0 2544689 3949468 11544953 15126194 2440250 1776394 11605003 14384783 344952 1348338 11260051 13036445 WESTLAKE CHARTER SCHOOL'S PRIMARY MISSION IS TO DEMONSTRATE WHAT IS POSSIBLE WHEN SCHOOL AND COMMUNITY COLLABORATE TO CREATE INSPIRING ADULTS WITH THE ACADEMIC AND SOCIAL-EMOTIONAL READINESS TO LEAD AS GLOBAL CITIZENS. 0 0 11221217 5536 A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. WESTLAKE CHARTER SCHOOL IS A K-12TH GRADE PUBLIC SCHOOL CREATED BY PARENTS AND EDUCATORS IN NATOMAS. WE OPENED OUR DOORS IN 2005 AND CONTINUE TO GROW SERVING MORE AND MORE STUDENTS EACH YEAR. 240034 197042 THE OPERATION OF BASE WHICH IS WESTLAKE CHARTER SCHOOL'S BEFORE AND AFTER SCHOOL ENRICHMENT PROGRAM THAT PROVIDES WORKING PARENTS AN OPPORTUNITY TO HAVE THEIR CHILDREN ARRIVE EARLY AND STAY LATER THAN SCHOOL HOURS. WE SERVE OUR KINDERGARTEN THROUGH 8TH GRADE STUDENTS, AND PROVIDE A PROGRAM THAT IS ALIGNED TO THE SCHOOL'S ACADEMIC AND SOCIAL-EMOTIONAL MISSION. BASE STUDENTS ARE PROVIDED A SNACK, TIME FOR RECESS AND HOMEWORK, AS WELL AS STAFF-DEVELOPED ENRICHMENT OPPORTUNITIES. 11461251 1 1 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 1 0 0 0 1 13 0 1 201 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X STEVE KORVINK 9165675760 2680 MABRY DRIVE SACRAMENTO CA 95835 JOHN EICK EXECUTIVE DIRECTOR 40.00 X 152041 0 46724 STEVE KORVINK CBO 40.00 X 157972 0 35731 KATIE DAVIS MEMBER 4.00 X 84775 0 23312 MEREDITH GALLOWAY MEMBER 4.00 X 83052 0 13096 EMILY BATTIN PRINCIPAL 40.00 X 142990 0 23950 JENIFER CALLAU PRINCIPAL 40.00 X 138108 0 23017 HOPE GAWLICK PRESIDENT 4.00 X X 0 0 0 SIAN BURMAN VICE PRESIDENT / TREASURER 4.00 X X 0 0 0 JOSH CORELL SECRETARY 4.00 X X 0 0 0 NIRALI PATEL MEMBER 4.00 X 0 0 0 SHANNON SIMONDS MEMBER 4.00 X 0 0 0 MICHELLE GIBBONS MEMBER 4.00 X 0 0 0 758938 0 165830 4 0 1 0 CLEAN IT 10408 FAIR OAKS BLVD FAIR OAKS CA 95628 JANITORIAL SERVICES 339264 1 15886199 452747 16338946 BASE PROGRAM FEES 900099 197042 197042 197042 361064 361064 OTHER REVENUE 900099 5536 5536 5536 16902588 202578 0 361064 660407 495306 165101 7771322 5895973 1875349 1398083 1272502 125581 1093658 936394 157264 253256 162202 91054 108834 74007 34827 19645 19645 1093197 666156 427041 17964 17964 71270 9597 61673 509740 254870 254870 36959 20697 16262 3272 1636 1636 INSTRUCTIONAL MATERIALS 1235349 1034917 200432 OTHER EXPENSES 853238 636994 216244 15126194 11461251 3664943 0 25000 25000 10051556 12085285 1519364 1623685 56203 4960 9083 51243 0 599570 11605003 14384783 344952 995493 0 352845 344952 1348338 X 11260051 13036445 11260051 13036445 11605003 14384783 1776394 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53251 4960 48291 2952 2952 51243 OPERATING LEASE LIABILITY 352845 352845 X 16902588 0 16902588 0 16902588 15126194 0 15126194 0 15126194 PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL 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 SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS. SCHEDULE E, PART I, LINE 4 SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE ARE NOT OFFERED. SCHEDULE E, PART I, LINE 6 WESTLAKE CHARTER SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY STATE OF CALIFORNIA MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X X 0 0 0 0 0 0 0 0 0 JOHN EICK EXECUTIVE DIRECTOR 152041 0 0 0 0 0 30188 0 16536 0 198765 0 0 0 STEVE KORVINK CBO 157972 0 0 0 0 0 35731 0 0 0 193703 0 0 0 EMILY BATTIN PRINCIPAL 142990 0 0 0 0 0 23950 0 0 0 166940 0 0 0 JENIFER CALLAU PRINCIPAL 138108 0 0 0 0 0 23017 0 0 0 161125 0 0 0 PART I, LINE 3 THE COMPENSATION AND BENEFITS OF A PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, OR A COMPENSATION COMMITTEE ESTABLISHED BY THE BOARD OF DIRECTORS OR EXECUTIVE DIRECTOR, PROVIDED THAT PERSONS WITH FINANCIAL CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B WESTLAKE CHARTER SCHOOL'S BUSINESS OFFICE PROVIDES ALL DOCUMENTATION AND DOES THE INITIAL REVIEW OF THE 990 TAX RETURN. JOINTLY, THE EXECUTIVE DIRECTOR AND CHIEF BUSINESS OFFICER FROM WESTLAKE CHARTER SCHOOL CONDUCT THE FINAL REVIEW. THE 990 IS THEN PRESENTED TO THE BOARD MEMBERS IN A PUBLIC MEETING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, INCLUDING GOVERNING BOARD MEMBERS AND CANDIDATES FOR ELECTION AND/OR APPOINTMENT TO THE GOVERNING BOARD, WHO HOLD POSITIONS THAT INVOLVE MAKING, OR PARTICIPATION IN THE MAKING, OF DECISIONS THAT MAY FORSEEABLY HAVE A MATERIAL EFFECT ON ANY FINANCIAL INTEREST, SHALL BE "DESIGNATED EMPLOYEES." EACH DESIGNATED EMPLOYEE SHALL FILE A STATEMENT OF ECONOMIC INTEREST DISCLOSING REPORTABLE INVESTMENTS, INTERESTS IN REAL PROPERTY,BUSINESS POSITIONS, AND INCOME. THESE FORMS SHOULD BE FILED ANNUALLY. THE BOARD REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS OF A PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, OR A COMPENSATION COMMITTEE ESTABLISHED BY THE BOARD OF DIRECTORS OR EXECUTIVE DIRECTOR, PROVIDED THAT PERSONS WITH FINANCIAL CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE FILES AND SOME DOCUMENTS ARE AVAILABLE ON WESTLAKE CHARTER'S WEBSITE. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR WAVE FOUNDATION 2680 MABRY DRIVE SACRAMENTO CA 95835 204413510 SUPPORT WESTLAKE CHARTER CA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0