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2008-09 Electronic Funding Determination Request
Form - Instructions for Submission
1. This application packet was developed to provide applicant schools with electronic tools
that standardize the Charter School Nonclassroom-based Funding Determination process
in a format that facilitates the review and analysis of the request. The Microsoft Excel
formatted workbook includes a template version of the Funding Determination Request
Form for 2008-09 (to be completed by applicants). It also includes integrated hidden
worksheets for Funding Determination Calculations and analyses, and a template for use
by the California Department of Education (CDE) staff to provide summary data, analysis,
and comments to the Advisory Commission on Charter Schools (ACCS).
2. All applicant schools must complete the Funding Determination Request Form.
3. This is a spreadsheet report and as such should be completed using Microsoft Excel. The
spreadsheet is protected to only allow data entry in the fields specifically identified by
YELLOW shading (nonasterisk fields). GREEN shaded fields, which also have a single
asterisk for accessability, are calculated by formulas included in the spreadsheet. The
forms are also designed to auto-fill repetitive data.
4. Additional information is included that may be helpful in answering questions about what
should be included in each cell. In specific cells identified by a small red triangle in the
upper right corner of the cell, there are "cell comments". To review cell comments, place
the cursor in any cells with a small red triangle in the upper right corner of the cell and a
pop-up narrative box will appear with pertinent information.
5. In the Funding Determination Request Form there is a hyperlink to the CDE Web site with
instructions and access to Education Code and the California Code of Regulations
sections that affect Nonclassroom-based Funding Determinations. You must have an
active Internet connection to be able to click and navigate to these pages that provide
pertinent information.
6. Submission Instructions:
a) E-mail the completed Microsoft Excel workbook with a school specific file name listing
the Charter school number and name of the school:
123ABCCharter Academy.xls to:
Charters@cde.ca.gov
b) In addition to the electronic file, a printed copy of the completed Funding Determination
Request Form with appropriate signatures is also required. The form should be mailed to:
Attn: Nonclassroom-based Funding Determinations
Charter School Division
California Department of Education
1430 N Street, Suite 5401
Sacramento, CA 95814
Fax: (916) 322-1465
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See
Instructions for clarification.)
Link to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
To be completed by Charter School (unprotected)
Calculated by Software (protected) *
Section I. Charter Information
Charter School Name: Antelope Valley Desert Montessori CS Charter #: 0748
CDS Code: 19-64584-0112110 County: Los Angeles
Authorizing Entity: Gorman Elementary
Street Address: PMB 110, 2064 West Ave J
City: Lancaster State: CA Zip: 93536-5913
Mailing Address:
(if different)
City: State: Zip:
Contact Name: Tim Belcher Title: Accountant
Phone #: 270-293-3405 Fax # : 270-753-6419
E-mail Address: belcher.tim@gmail.com
% Funding Requested: 100% Number of Years of Request: Three Year Request
Date Charter Granted: 4/15/2006 Date Charter Expires: 4/14/2010
mm/dd/yyyy mm/dd/yyyy
Expiration of Current Funding Determination: 2008-09
Specify Grade Levels Served and Enrollment:
Grade Level: K-8 ADA 154.00 ASAM: No
Section II. Certification
I certify that:
1) The information provided is true and correct to the best of my ability and knowledge.
2) This charter school’s nonclassroom-based instruction is conducted for and substantially dedicated to the
instructional benefit of the school’s students.
3) This charter school’s governing board has adopted and implements conflict of interest policies.
4) All of the charter school’s transactions, contracts, and agreements are in the best interest of the school and
reflect a reasonable market rate for all goods, services, and considerations rendered for or supplied to the
school.
Signature of Authorized Individual Representing Charter School
Director
Title of Authorized Individual Date
2
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See
Instructions for clarification.)
III. Financial Information
SectionLink to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
A. Resources Available for Expenditure
1. Revenues and Other Financing Sources
a. Federal Revenues $ -
(i) Amount of start up, implementation and
dissemination grant(s) in 1a. $ -
b. State Revenues $ 961,033
c. Local Revenues $ 1,498
(i) Amount in Lieu of Property Taxes in 1c. $ -
d. Other Financing Sources $ 12,000
e. Subtotal All Financing Sources * $ 974,531
2. Ending Balance from Prior Fiscal Year $ -
3. Total Resources Available for Expenditure * $ 974,531
B. Expenditures and Other Financing Uses
1. Instruction and Related Services
a. Salaries and Benefits
(i) Certificated $ 386,743
(ii) Classified $ 149,954
b. Books, Supplies and Equipment $ 69,869
c. Services and Other Operating Costs
(i) Contracts for Instructional Services $ -
(ii) Contracts for Instructional Support $ 15,285
(iii) All other Instruction Related Operating Costs $ 74,000
d Subtotal Instruction and Related Services * $ 695,851
2. Operations and Facilities
a. Salaries and Benefits
(i) Certificated
(ii) Classified $ 151,264
b. Books, Supplies and Equipment
c. Services and Other Operating Costs $ 28,080
d. Facility Acquisition & Construction $ 35,591
e. Subtotal Operations and Facilities * $ 214,935
f. Allowable Facility Costs
(i) Provide Actual Square Footage occupied by
the charter school 15,000
(ii) Total Classroom-Based Average Daily
Attendance (if applicable) as reported at the
prior-year second apportionment (P2) -
(iii) Total Student Hours attended by
nonclassroom-based pupils at the school site 148,949.00
3. Administration and All Other Activities
a. Salaries and Benefits
(i) Certificated
(ii) Classified $ 122,199
b. Books, Supplies and Equipment $ 6,472
c. Services and Other Operating Costs
(i) Contracts for Other Administrative Services $ 298,653
(ii) Supervisorial Oversight Fee
(iii) All Other Administration & Other Activities,
Services & Operating Costs
d. Subtotal Administration and All Other Activities * $ 427,324
3
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See
Instructions for clarification.)
Link to Instructions, Education
http://www.cde.ca.gov/49451
SectionCode , CA Code of Regulations:
III. Financial Information (continued)
B. Expenditures and Other Financing Uses (continued)
4. Other Outgo and Other Financing Uses
a. Debt Service $ 2,056
b. Transfer to District or County
c. All Other Outgo
d. Subtotal Other Outgo and Other Financing Uses * $ 2,056
5. Total Expenditures/Other Uses * $ 1,340,166
C. Excess (Deficiency) of Revenues Over Expenditures
1. Total Excess Revenues * $ (365,635)
a. Reserve Designated for Economic Uncertainties $ -
b. Reserve for Facilities Acquisition or Construction $ -
c. Other Reserve $ -
Section IV. Additional Information
1. Provide the charter school’s pupil-teacher ratio as calculated pursuant to Education Code Section 51745.6 and California Code of Regulations, Title 5,
Section 11704.
Pupil to teacher ratio does not exceed 25 to 1 or the pupil to teacher ratio of the charter school does not exceed that
15.2 to 1 of the largest USD in county(s) served.
Enter 25 to 1 or the pupil to teacher ratio of the largest unified school district in the county(ies) served by the charter.
25 to 1
Enter the name of the largest unified school district in the county(ies) served by the charter school if not using 25 to 1
as the comparison pupil to teacher ratio.
2. Are any entities receiving $50,000 or 10% or more of the charter school's total expenditures reported in Section III,
Lines B.1.c, B.2.c, and B.3.c? Yes
Provide a listing of entities that received $50,000 or 10% or more of the charter school’s total expenditures reported in Section III, Lines B.1.c, B.2.c, and
B.3.c, and the amount provided to each. Are each of the contract payments made by the charter school based on specific services rendered, clearly
stating the fee per service rendered and invoiced accordingly? Are any of the contract payments based upon an amount per unit of average daily
attendance or some other percentage of the charter school’s revenues, enrollment, etc.? If so, which ones?
Payment Basis
Fee for Service
Entity Amount Purpose/Explanation
rendered - % per ADA
invoiced
a Lancaster First Assembly of God $ 82,716 building rent Yes No
b Manuel Miller , Attorney $ 92,122 legal representation Yes No
c Specter, Middleton, Young & $ 77,660 legal representation Yes No
Minney
d
Select one Select one
e
Select one Select one
f
Select one Select one
g
Select one Select one
h Select one Select one
i
Select one Select one
j Select one Select one
k
Select one Select one
l
Select one Select one
m
Select one Select one
n Select one Select one
o Select one Select one
4
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See
Instructions for clarification.)
IV Additional Information (continued)
SectionLink to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
3. Who are the members comprising the charter school’s CURRENT governing board (i.e. how many parents, teachers, etc)?
Selection or Representative
Name Board Position Start of Term End of Term
Authority
a Linda Pore President Board of Directors 1-Jul-08 30-Jun-10
b Donnell Spencer Vice President Board of Directors 1-Jul-08 30-Jun-10
c Dennis Corley Member Board of Directors 1-Jul-08 30-Jun-10
d Jill Barrett Member Board of Directors 1-Jul-08 30-Jun-10
e Kenya Corley Member Board of Directors 1-Jul-08 30-Jun-10
f Moriah Harris Member Board of Directors 1-Jul-08 30-Jun-10
g Jonell Glouner Member Board of Directors 1-Jul-08 30-Jun-10
h
a In the text box below describe how and when Board members are selected.
Each officer shall be elected by the Board of Directors at a meeting following the Annual Meeting. These officers shall hold office during the
fiscal year after their election. Other officers, as needed, may be appointed in accordance with the provisions of the by Antelope Valley Desert
Montessori Schools Bylaws and may be elected by the Board, except as noted in Article VI, Section 13. No full-time employee of the
Corporation may be an officer of the board or chair Grievance or Personnel Committees. The same position of office may be maintained by one
Director for no more than two consecutive years (not terms).
b Does the charter school’s governing board have adopted and implemented conflict of interest policies and
Select one
procedures? If yes, please provide a copy.
c Are any of the governing board members affiliated in any way with any of the entities reported as a response to
Yes
question 2? If yes, please provide an explanation in the text box below.
Linda Pore, legal aid in Manuel Miller's office.
4. In the text box below explain the reasons for the expenditures (Transfers to "Districts or County") reported in Section
III, Line B.4.b.
5. List the “Other Reserves” and the amount of each reported on Line C.1.c (if applicable).
Amount of Reserve Purpose of Reserve
6. How many full-time equivalent employees are at your school? 17.00
How many full-time equivalent employees at your school possess a valid teaching certificate, permit, or other
document equivalent to that which a teacher in other public schools would be required to hold issued by the
Commission on Teacher Credentialing? 10.00
Do you request exclusion for one-time special purpose funds or special consideration for 2008-09 budget
7. No
reductions?
If yes, in the text box below list any one-time special purpose funds that you wish CDE staff to consider as a mitigating factor. Include a description of the
program, the amount of one-time special purpose funds, and whether you request the funds to be excluded from the calculation for Certificated Staff
Costs, Instruction and Related Services Costs, or both. If requesting special consideration for 2008-09 budget reductions, please explain special
circumstances below.
5
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See
Instructions for clarification.)
the to Instructions, Education
8. In Linkspace below, explain what steps are being taken to improve the academic performance of students at your school.
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
During school year 2007/08 Antelope Valley Desert Montessori School's student performance dropped considerably. The school staff and the
Board of Directors have come to the conclusion the reason for this drop was due to the interference by Gorman School District efforts in trying
to revoke the charter because the majority of the students are black. The school's funding was cut off in July of 2007 and was not regained until
December of 2007. The funding was again cut off in January and regained in February. We were unable to buy school supplies, textbooks, pay
teacher's and staff salaries. Money was being borrowed from parties interested in keeping the school open. Staff morale was low, (teachers
and staff wondering if they would have a job), Parents wondering if the school would stay open from day to day. Students (some very young)
noticed the tension and questioned whether or not they would have a school. It was the decision of the Board that the next school year that
they teachers would have smaller class sizes and more one to one attention would be given to each student. Before and after school tutoring
would be offered and the school day would be extended. The population of the school
(school year 2008/09) is very low, one to one attention is being given and the academic performance of each student now enrolled at
Antelope Valley Desert Montessori Schools, has improved.
9. In the text box below, feel free to provide any additional information or explanation you feel may have a material affect on our evaluation and
recommendation. If more space is required, an additional Word document may be submitted with this form.
During school year 2007/08 Antelope Valley Desert Montessori School's was subject to the revocation of its charter. This caused an
interferance of the students enrolled at the school rights to an education. The students at the school filed a class action lawsuit with Superior
Court in Los Angeles to have their rights to an education restored at the school of their choice on the grounds that their education was
interfered with because of the color of their skin. The school also filed a lowsuit aganist Gorman School District because the In-lieu of property
tax that schools are suppose to pay to their charter schools (according to the State of CA Education Code) had not and still has not been paid
to the school (3 years or $125,000.00). Because of the decision of Gorman School District to try and revoke the Charter it has cost the charter
as of December 31, 2008 over $250,000.00 in attorney's fees to fight the revocation. The charter revocation was rescinded by the State of CA
Department of Education School Board in May of 2009. The school is now trying to regain all monies that were expended on attorney's fees
from the Gorman School District which has constituted another law-suit. If the school would have
received the In-lieu of property tax money that by law owed to them or had not had to spend money on attorney's fees that was
unnecessary we would not have a deficit. Please consider all that the students of this small charter school have gone through and the
money that has been spent in order to keep the school open when making your decision in the requested funding determination.
6
2008-09 Nonclassroom-Based Funding Determination
CDE Funding
Recommendation and Summary Worksheet
To be completed by CDE Staff (unprotected) (Based on prior year data.)
Filled From School Data Provided on the Request Form (protected)**
Calculated by Software (protected) *
Section I. Charter Information
**Charter School Name Antelope Valley Desert Montessori CS **Charter # 0748
**CDS Code: 19-64584-0112110 **County: Los Angeles
**Authorizing Entity: Gorman Elementary
Type of School: Continuing School Year of most recent prior funding determination: 2006-07
**Years Requested: Three Year Request Duration of most recent prior funding determination: 2 yr
**% Funding Requested: x Percent of most recent prior funding determination: 85%
**Expiration of most recent prior funding determination: 2008-09
Specify:
**Grade Levels Served: K-8 **ADA: 154.00 **ASAM: No
**Date Charter Granted: 4/15/2006 **Date Charter Expires: 4/14/2010
mm/dd/yyyy mm/dd/yyyy
Section III. Funding Calculation
40.24% Percent Certificated Staff Costs* B1a (certificated)
A1a - A1a(i) + A1b + A1c(i)
71.40% Expenditures on Instruction and Related Services as a percentage of total revenue* B1d
belcher.tim@gmail.com A1e
Actual Allowable Facilities Costs*
$171,600.00 The lesser of B2e or [(B2fii + (B2fiii /868)) * 1000]
Percent Allowable Facilities Costs*
17.00% Actual divided by III.A.1.e.
88.40% Expenditures on Instruction and Related Services including Allowable Facilities Costs *
Section IV. Additional Required Information
1. 15.2 :1 **Pupil to teacher ratio at charter school. 154
**Pupil to teacher ratio does not exceed 25 to 1 or the pupil to teacher ratio of the charter
25 :1 school does not exceed that of the largest USD in county(ies) served.
N/A **If using the ratio of largest USD, please specify the district .
2. Yes **Are any entities identified who are receiving over $50,000 or 10% or more of the charter school's
total expenditures? If “Yes”, please specify or list.
Payment Basis
Fee for Service
Entity Amount Purpose/Explanation
rendered - % per ADA
invoiced
2a. Lancaster First Assembly of God $ 82,716.00 building rent Yes No
2b. Manuel Miller , Attorney $ 92,122.00 legal representation Yes No
2c. Specter, Middleton, Young & Minney $ 77,660.00 legal representation Yes No
7
3. No Are there any potential conflicts of interest or other concerns related to the governing board?
If “Yes”, please explain in CDE recommendation section.
4. -$365,635 **Total Excess Revenues Reported on Line C1.
-37.52% Excess Revenue as a Percentage of Total Resources available* C1 / A3
5. 10.00 **Number of full-time equivalent employees at the charter school who possess a valid teaching
certificate, permit, or other document equivalent to that which a teacher in other public schools would be
required to hold issued by the Commission on Teacher Credentialing.
Calculated Funding Determination Eligibility per Regulatory Formula(s):
Certificated staff compensation equals or exceeds 40 percent of total public revenues and the
percentage calculated for Total Expenditures on Instruction and Related Services equals or exceeds
Yes, Receive 100%
80 percent of total revenues (100 percent funding) and the charter school’s pupil-teacher does not
if Ratio above is OK
exceed 25:1 or the equivalent pupil-teacher ratio of the largest unified school district in the county or
counties in which the charter school operates.*
Certificated staff compensation equals or exceeds 40% of total public revenues and the percentage
No calculated for Total Expenditures on Instruction and Related Services equals or exceeds 70% but is
less than 80% of total revenues (85% funding).*
Certificated staff compensation equals or exceeds 35% but is less than 40% of total public revenues
No and the percentage calculated for Total Expenditures on Instruction and Related Services equals or
exceeds 60% of total revenues (70% funding).*
Certificated staff compensation is less than 35% of total public revenues or the percentage calculated
No for Total Expenditures on Instruction and Related Services is less than 60% of total revenues (No
funding).*
Mitigating Factors to Consider in Funding Determination:
No The charter school is in its first year of operation.
No The charter school has less than 100 units of prior year, second-period average daily attendance.
No **The charter school requests exclusion of one-time special purpose funds.
2006 Base 2006 Statewide 2006 Similar
N/A API
N/A Rank
N/A Schools Rank
0
2007 Base 2007 Statewide 2007 Similar Schools
654 API
1 Rank
N/A Rank
2008 Growth 2007 CAHSEE 2007 CAHSEE
579 ELA % Passed Math % Passed
API
2008 CAHSEE 2008 CAHSEE
ELA % Passed Math % Passed
Summary of Review and Reasons for Recommendation
CDE Recommendation:
100% Percent Funding Recommended by CDE Charter School Division
4 yr Number of Years
8
Recommendation Notes, Additional Comments & Explanation:
This is a continuing school with 40.24% of the school’s total public revenues expended for salaries and
benefits for all employees who possess a valid teaching certificate, permit, or other document equivalent to
that which a teacher in other public schools would be required to hold issued by the Commission on
Teacher Credentialing; and, 88.4% of the school’s total revenues expended on instruction and related
services.
The school serves grades K through 8 and has a pupil to teacher ratio of 15.2:1 and a total enrollment as of
October 2008 of 236.
Antelope Valley Desert Montessori School has a 2007 Base API of 654; and a statewide rank of 1. The
school's 2008 API Growth is 579.
The Independent Auditor reported the school has no negative audit findings.
CDE recommends 100% funding for 4 years.
9
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