2025-04-18T17:50:01-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 680325165 SONOMA CHARTER SCHOOL SONO 7079354232 17202 SONOMA HIGHWAY SONOMA CA 95416 MARY REYNOLDS SUPERINTENDENT 7079354232 2025-04-18 1 1 WADE MCMULLEN P00541671 6268577300 2025-04-18 2023 2025-03-06 01:10:19Z MARY REYNOLDS 17202 SONOMA HIGHWAY SONOMA CA 95416 2930696 0 X WWW.SONOMACHARTERSCHOOL.ORG X 2014 CA SONOMA CHARTER SCHOOL SEEKS TO ACHIEVE ACADEMIC EXCELLENCE THROUGH ENGAGED LEARNING. 7 5 53 32 0 0 2712640 2926625 0 0 2406 4071 0 0 2715046 2930696 0 0 0 0 2184213 1974450 0 0 13369 768732 920136 2952945 2894586 -237899 36110 797616 946286 491343 603903 306273 342383 SONOMA CHARTER SCHOOL SEEKS TO ACHIEVE ACADEMIC EXCELLENCE THROUGH ENGAGED LEARNING IN A SETTING THAT INVOLVES STUDENTS, TEACHERS, AND PARENTS. 0 0 2482099 0 0 SONOMA CHARTER SCHOOL PROVIDES EDUCATION TO 207 STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH EIGHTH GRADE. 2482099 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 CA X MARY REYNOLDS 7079354232 17202 SONOMA HIGHWAY SONOMA CA 95416 BECKY PERKINS DIRECTOR/TEACHER 35.00 X 65318 0 11942 COLE AVILES DIRECTOR/STAFF REP. 35.00 X 33571 0 8588 BELLI SKINNER PRESIDENT 1.00 X X 0 0 0 ASHLEY HOLLADAY SECRETARY 1.00 X X 0 0 0 GREG STUBBS DIRECTOR 1.00 X 0 0 0 MARC ELIN DIRECTOR 1.00 X 0 0 0 ROSS CANNARD DIRECTOR 1.00 X 0 0 0 HILARY SOWERS PRINCIPAL (THRU 11/2023) 40.00 X 120658 0 22454 CATHERINE STONE INTERIM SUPERINTENDENT 20.00 X 36577 0 0 256124 0 42984 1 0 0 0 0 2877989 48636 2926625 4071 4071 2930696 0 0 4071 233248 186598 46650 1311459 1302028 9431 247736 246273 1463 124361 120255 4106 57646 56923 723 826 826 41707 40410 1297 6196 5991 205 OPERATION AND HOUSEKEEP 738208 401143 323696 13369 INSTRUCTIONAL MATERIAL 98966 97596 1370 EQUIPMENT LEASES 22402 22402 OTHER TAXES AND FEES 8628 8628 3203 2480 723 2894586 2482099 399118 13369 415753 559066 78791 67227 245493 254967 29696 12000 123928 102241 27883 21687 0 31339 797616 946286 219657 297045 271686 275519 0 31339 491343 603903 X 306273 342383 306273 342383 797616 946286 36110 0 X X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123928 102241 21687 21687 LEASE LIABILITY 31339 31339 X 2930696 0 2930696 0 2930696 2894586 0 2894586 0 2894586 PART X, LINE 2: THE SCHOOL 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 SCHOOL 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 CHARTER SCHOOL HAS AN ADMITTANCE POLICY THAT IS PUBLISHED AND PRINTED. SCHEDULE E, PART I, LINE 4 NO SCHOLARSHIPS ARE GIVEN. SCHEDULE E, PART I, LINE 6 THE CHARTER SCHOOL RECEIVES FUNDING FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND SONOMA VALLEY UNIFIED SCHOOL DISTRICT (IN LIEU OF PROEERTY TAXES). 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 FORM 990 IS EMAILED TO THE BOARD TREASURER WHO IS RESPONSIBLE FOR ITS REVIEW AND PRESENTATION TO THE REST OF THE BOARD MEMBERS DURING A REGULARLY SCHEDULED OPEN SESSION. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. ALL EMPLOYEES, OFFICERS, AND DIRECTORS ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL DESIGNATED EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS, AS WELL AS WHEN THEY ARISE. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THE BOARD OR DESIGNATED COMMITTEE 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. ANY QUESTIONS OF A CONFLICT ARE ADDRESSED WITH THE DESIGNATED EMPLOYEE, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY MATERIAL FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. 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. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE ORGANIZATION WILL NOT ENTER INTO ANY CONTRACT OR TRANSACTION IN WHICH A DESIGNATED EMPLOYEE HAS A MATERIAL INTEREST. ALL DELIBERATION AND DECISIONS ARE RECORDED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE SUPERINTENDENT'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'S COMPENSATION AS A DIRECT ACTION. THE BOARD REVIEWS COMPENSATION COMPARISON SURVEY AND APPROVES SUPERINTENDENT'S SALARY ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE CHARTER SCHOOL WILL PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST FORMS, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.