2024-05-15T16:34:21-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 PO BOX 86087 LOS ANGELES CA 90086 SARA M DELEEUW CHIEF FINANCIAL OFFICER 2132441446 2024-05-15 1 SARA DELEEUW 999009999 0 BRIAN YACKER P00401346 9492222999 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MYRNA CASTREJON PO BOX 86087 LOS ANGELES CA 90086 13439068 0 X WWW.CCSA.ORG X 2003 CA TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS. 9 8 67 36 0 0 12910838 10219947 1693077 2223947 180623 402820 13278 76904 14797816 12923618 1324918 1286501 0 0 7748675 7722496 0 0 344634 3600460 3545815 12674053 12554812 2123763 368806 31436396 34074079 14079566 16517251 17356830 17556828 X TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS BY SUPPORTING AND ADVOCATING FOR HIGH QUALITY NON-PROFIT CHARTER SCHOOLS AND SHARING THEIR SUCCESS THROUGHOUT CALIFORNIA'S PUBLIC SCHOOLS. 0 0 4288524 780501 68771 BUILDING SUPPORTIVE POLICY ENVIRONMENTLOCAL ADOCACY AND BASE BUILDING: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES SUCH AS AUTHORIZER OVER-REGULATION AND FACILITIES THROUGH GRASSROOTS AND GRASSTOPS ADVOCACY. GOVERNMENT AFFAIRS: IMPROVES THE POLICY ENVIRONMENT FOR CHARTER SCHOOLS IN CALIFORNIA THROUGH LEGISLATION AND REGULATORY ADVOCACY. CHARTER SCHOOLS LEGAL DEFENSE FUND: LITIGATES KEY ISSUES WHICH SUBSTANTIALLY IMPACT CALIFORNIA'S CHARTER SCHOOL MOVEMENT AND PROVIDES SUPPORT TO CHARTER SCHOOLS SEEKING FACILITIES UNDER PROPOSITION 39 OR FACING UNFAIR TREATMENT. 3317369 2223947 STRENGTHENING SCHOOLSMEMBERSHIP: SCHOOL MEMBERS BENEFIT FROM CCSA'S ADVOCACY AT THE STATE AND LOCAL-LEVEL, ACCESS TO MEMBERS-ONLY CONVENINGS AND RESOURCES, DATA CONSULTATION AND SUPPORT TO HELP WITH CHARTER RENEWAL, AND A COHORT TRAINING PROGRAM FOR MEMBERS DEVELOPING NEW CHARTER SCHOOLS. VENDOR MEMBERS RECEIVE ACCESS TO PROMOTION OPPORTUNITIES. SCHOOL PERFORMANCE, ACCOUNTABILITY, AND RESEARCH: CONDUCTS SOPHISTICATED DATA ANALYSIS AND RESEARCH TO ADVANCE UNDERSTANDING OF CHARTER SCHOOLS AND TO ENSURE APPROPRIATE ACCOUNTABILITY WITHIN THE CHARTER MOVEMENT. ANNUAL CONFERENCE: CONVENES CHARTER SCHOOL STAFF, BOARD MEMBERS, PARENTS, AND OTHER STAKEHOLDERS FOR NETWORKING, PROFESSIONAL DEVELOPMENT, AND COLLABORATION ON TOPICS CRITICAL TO CALIFORNIA'S CHARTER SCHOOLS. 1260085 40000 IMPROVING PUBLIC OPINIONADVANCES PUBLIC SUPPORT FOR CHARTER SCHOOLS BY IMPLEMENTING VARIOUS MEDIA STRATEGIES WHILE ALSO SERVING AS A TRUSTED SOURCE OF INFORMATION ON CALIFORNIA'S CHARTER SCHOOLS FOR PARENTS, AUTHORIZERS, LEGISLATORS, AND OTHER INTEREST GROUPS. 466000 466000 CHARTER SCHOOL GROWTH FUNDA PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 466000 466000 9331978 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 22 0 1 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SARA M DELEEUW 2132441446 PO BOX 86087 LOS ANGELES CA 90086 MYRNA CASTREJON PRESIDENT AND CEO 39.00 3.00 X X 448255 4491 32183 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 17.00 23.00 X 142986 192814 28774 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 39.00 1.00 X 254725 275 23132 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 39.00 1.00 X 243274 1726 31166 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 39.00 1.00 X 214784 216 32176 SARA M DELEEUW CHIEF FINANCIAL OFFICER 39.00 1.00 X 190875 7125 28183 MILES DURFEE VP, LOCAL ADVOC. MEM. RELATIONS/SUPPORT 39.00 1.00 X 188079 1921 25785 COLIN MILLER VP, GOVERNMENT AFFAIRS 40.00 X 170980 0 23767 WILLOW HARRINGTON HOLLAND DEPUTY CHIEF SCHOOLS OFFICER 39.00 1.00 X 164554 17 19002 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL ED 39.00 1.00 X 156875 3677 21780 JACOB REGALADO UNTIL 0123 VP, POLITICAL AND STRATEGIC AFFAIRS 5.00 35.00 X 22581 147399 11789 CRISTINA DE JESUS CHAIR 2.00 2.00 X X 0 0 0 JOE WILLIAMS VICE CHAIR 2.00 2.00 X X 0 0 0 ANA PONCE SECRETARY 2.00 X X 0 0 0 SALLY BACHOFER TREASURER 2.00 X X 0 0 0 BRIAN BAUER DIRECTOR 2.00 X 0 0 0 MALKA BORREGO DIRECTOR 2.00 X 0 0 0 BRIAN GREENBERG DIRECTOR 2.00 X 0 0 0 CASEY TAYLOR DIRECTOR 2.00 X 0 0 0 2197968 359661 277737 26 0 1 0 GRASSROOTSLAB LLC 1900 POINT WEST WAY SUITE 102 SACRAMENTO CA 95815 ADVERTISING 642751 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE EVENT PRODUCTION 252150 SMG FOOD AND BEVERAGE LLC 300 E OCEAN BLVD LONG BEACH CA 90802 CONFERENCE CATERING 222524 TEAM HOLDINGS INC (DBA VARIO PROD) 5985 PACIFIC CENTER BLVD SUITE 20 SAN DIEGO CA 92121 CONFERENCE AUDIO VISUAL SERVICES 192380 LONG BEACH CONVENTION & ENTERTAINMENT CE 300 E OCEAN BLVD LONG BEACH CA 90802 CONVENTION CENTER RENTAL AND SERVICES 190963 7 4792788 5427159 10219947 STRENGTHENING SCHOOLS 900099 2223947 2223947 2223947 412980 412980 500000 5290 515025 425 -15025 4865 -10160 -10160 LEGAL DEFENSE STLMT 900099 68771 68771 RETREAT 900099 4145 4145 REBATES 900099 3988 3988 76904 12923618 2292718 0 410953 1266501 1266501 20000 20000 1644291 739313 864749 40229 4908667 3587165 1105645 215857 217226 128859 78832 9535 485357 307664 167808 9885 466955 289200 159939 17816 79868 43140 36728 46470 46470 49281 49281 862909 793595 66566 2748 242737 242737 83265 60810 7066 15389 473382 383241 74683 15458 281190 213346 57757 10087 240412 175769 60643 4000 1035714 973644 61564 506 72149 62083 8573 1493 44790 33468 9715 1607 OTHER COSTS 19692 3061 16631 DUES & SUBSCRIPTIONS 10374 7874 2500 TAXES & FEES 3582 508 3050 24 12554812 9331978 2878200 344634 1866646 1546824 3349278 4668403 50524 1000000 264866 150133 15333 226770 333525 697482 499567 273078 197915 25377244 25418939 12657 758340 31436396 34074079 1082741 987894 45713 1615903 12951112 13913454 14079566 16517251 X 15422408 15191150 1934422 2365678 17356830 17556828 31436396 34074079 368806 -188808 20000 0 X X 0 1 X 1 1 1 X 19205459 16889397 18204508 12910838 10219947 77430149 19205459 16889397 18204508 12910838 10219947 77430149 23703947 53726202 87678 133543 27724 286733 412980 948658 12366 6322 34870 8485 8133 70176 78448983 7173209 0.68490 0.68990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 12,366. 2019 AMOUNT: $ 6,322. 2020 AMOUNT: $ 34,870. 2021 AMOUNT: $ 1,007. REFUNDS - 2021 AMOUNT: $ 7,478. RETREAT - 2022 AMOUNT: $ 4,145. REBATES - 2022 AMOUNT: $ 3,988. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25869 501298 527167 12144430 12671597 783580 195895 0 0 980440 834758 781449 783580 3380227 5070341 978225 857344 487490 527167 2850226 245110 208690 195362 195895 845057 1267586 81352 88969 13201 25869 209391 507187 393103 114084 190295 106464 83831 197915 RELATED PARTY PAYABLES 193196 FACILITY LOAN RESERVE 12933755 OPERATING LEASE LIABILITY 786503 13913454 X 13725162 -188808 48109 941818 801119 12924043 -425 -425 12923618 13525164 28109 942243 970352 12554812 0 12554812 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CORRESPONDING STATE PROVISIONS. IN ACCORDANCE WITH THE FASB ASC TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2023, THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 941,818. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF EQUIPMENT -425. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REIMBURSEMENTS 941,818. COST OF USED EQUIPMENT 425. 1 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)(4) 402000 0 LOBBYING GRANT ASPIRE PUBLIC SCHOOLS FOUNDATION 1001 22ND AVE STE 100 OAKLAND CA 94606 842381617 501(C)(3) 148000 0 ENROLLMENT GROWTH GRANT NAPA FOUNDATION FOR OPTIONS IN EDUCATION 1370 TRANCAS ST 180 NAPA CA 94558 680336170 501(C)(3) 124587 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT WESTLAKE CHARTER SCHOOL 2680 MABRY DRIVE SACRAMENTO CA 95835 320149236 501(C)(3) 117000 0 ENROLLMENT GROWTH GRANT ALLIANCE COLLEGE-READY PUBLIC SCHOOLS 601 S FIGUEROA ST FL 4 LOS ANGELES CA 90017 472892698 501(C)(3) 75000 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT KIPP PUBLIC SCHOOLS NORTHERN CALIFORNIA 1000 BROADWAY SUITE 460 OAKLAND CA 94607 205010766 501(C)(3) 59000 0 ENROLLMENT GROWTH GRANT REX AND MARGARET FORTUNE SCHOOL OF EDUCATION 2890 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 943187528 501(C)(3) 49000 0 ENROLLMENT GROWTH GRANT ROCKLIN ACADEMY 2204 PLAZA DR STE 200 ROCKLIN CA 95765 364449502 501(C)(3) 48000 0 ENROLLMENT GROWTH GRANT ADALID GONZALEZ AND PARENTS UNITED FOR PUBLIC SCHOOL CHOICE PO BOX 86087 LOS ANGELES CA 90086 41931 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT VISTA CHARTER PUBLIC SCHOOLS 2900 W TEMPLE ST LOS ANGELES CA 90026 272860204 501(C)(3) 35000 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT CRETE ACADEMY 6103 CRENSHAW BLVD LOS ANGELES CA 90043 813735306 501(C)(3) 28491 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT VOICES COLLEGE-BOUND LANGUAGE ACADEMY 6840 VIA DEL ORO SUITE 160 SAN JOSE CA 95119 204741060 501(C)(3) 25000 0 ENROLLMENT GROWTH GRANT NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 800 CONNECTICUT AVE NW SUITE 300 WASINGTON DC 20006 300274709 501(C)(3) 20000 0 CONTRIBUTION GROWTH PUBLIC SCHOOLS 9320 TECH CENTER DRIVE SACRAMENTO CA 95826 474456355 501(C)(3) 20000 0 ENROLLMENT GROWTH GRANT THE CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 263911734 501(C)(3) 15000 0 SPONSORSHIP THE CA LATINO LEGISLATIVE CAUCUS FOUNDATION 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 201993440 501(C)(3) 12500 0 SPONSORSHIP CALIFORNIA CHAMBER OF COMMERCE 1215 K STREET SUITE 1400 SACRAMENTO CA 95814 940361980 501(C)(6) 10000 0 SPONSORSHIP CALIFORNIA PROBLEM SOLVERS FOUNDATION 1100 O STREET SUITE 200 SACRAMENTO CA 95814 832016976 501(C)(3) 10000 0 CONTRIBUTION CALIFORNIA LEGISLATIVE LGBT FOUNDATION 5429 MADISON AVENUE SACRAMENTO CA 95841 300805115 501(C)(3) 10000 0 SPONSORSHIP 16 3 SCHOLARSHIPS 10 20000 PART I, LINE 2: RECIPIENTS OF SUSAN STEELMAN BRAGATO SCHOLARSHIPS ARE SELECTED ANNUALLY THROUGH AN APPLICATION PROCESS. A COMMITTEE OF STAFF VOLUNTEERS EVALUATES APPLICATIONS AGAINST A RUBRIC DESIGNED TO IDENTIFY GRADUATING CHARTER SCHOOL STUDENTS WHO NOT ONLY ACHIEVE ACADEMICALLY, BUT WHO ALSO HAVE MADE SIGNIFICANT CONTRIBUTIONS TO THEIR COMMUNITY. AN EXECUTIVE COMMITTEE SELECTS THE WINNERS FROM A POOL OF FINALISTS RECOMMENDED BY THE COMMITTEE. THE GRANT AGREEMENT WITH CCSA ADVOCATES REQUIRES AN ANNUAL REPORT DESCRIBING THE CHARITABLE PROGRAMS CONDUCTED WITH THE PROCEEDS OF THE GRANT AND THE EXPENDITURES MADE FROM GRANT FUNDS. CCSA'S CHARTER SCHOOLS LEGAL DEFENSE FUND PROVIDES FINANCIAL SUPPORT TO CCSA MEMBERS FACING LEGAL ACTIONS WHICH INVOLVE ISSUES OF MATERIAL IMPORTANCE TO THE PROMOTION AND PROTECTION OF THE CHARTER SCHOOL MOVEMENT IN CALIFORNIA. PER THE GRANT AGREEMENTS, FUNDING IS PROVIDED FOR APPROVED AND SUBSTANTIATED PROJECT EXPENSES. THE CONTRIBUTIONS MADE TO 501(C)(3) ORGANIZATIONS ARE GRANTED WITH THE UNDERSTANDING THAT THE FUNDS MUST BE EXPENDED FOR CHARITABLE PURPOSES. X X X 0 0 0 0 0 0 0 0 0 MYRNA CASTREJON PRESIDENT AND CEO 420561 4439 2948 52 24746 0 18134 166 13742 141 480131 4798 0 0 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 135264 184736 7722 8078 0 0 4393 6821 7386 10174 154765 209809 0 0 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 249730 270 4995 5 0 0 14466 15 8642 9 277833 299 0 0 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 238300 1700 4974 26 0 0 14300 100 16648 118 274222 1944 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 209789 211 4995 5 0 0 12905 13 19239 19 246928 248 0 0 SARA M DELEEUW CHIEF FINANCIAL OFFICER 187923 7077 2952 48 0 0 11465 425 15721 572 218061 8122 0 0 MILES DURFEE VP, LOCAL ADVOC. MEM. RELATIONS/SUPP 183122 1878 4957 43 0 0 9441 94 16090 160 213610 2175 0 0 COLIN MILLER VP, GOVERNMENT AFFAIRS 164980 0 6000 0 0 0 10312 0 13455 0 194747 0 0 0 WILLOW HARRINGTON HOLLAND DEPUTY CHIEF SCHOOLS OFFICER 161554 17 3000 0 0 0 9881 1 9119 1 183554 19 0 0 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL ED 135187 3677 2000 0 19688 0 9430 221 11827 302 178132 4200 0 0 JACOB REGALADO UNTIL 0123 VP, POLITICAL AND STRATEGIC AFFAIRS 22375 142605 206 4794 0 0 1356 8851 85 1497 24022 157747 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CPA FIRM. IT IS REVIEWED AND APPROVED BY THE ORGANIZATION AND DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD OF DIRECTORS, THROUGH THE SUPPORT OF THE GENERAL COUNSEL. ANNUALLY, AT THE END OF THE FISCAL YEAR, THE GENERAL COUNSEL PROVIDES A COPY OF THE CONFLICT OF INTEREST POLICY, ANNUAL ACKNOWLEDGEMENT, AND ANNUAL DISCLOSURE OF INTERESTS TO EACH DIRECTOR, OFFICER AND KEY EMPLOYEE. IF A CONFLICT ARISES UNDER THE POLICY, IT IS RESOLVED BY THE BOARD OF DIRECTORS CONSISTENT WITH THE PROCEDURES IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES ANY COMPENSATION PACKAGES FOR THE CEO/PRESIDENT AND CHIEF FINANCIAL OFFICER. THE REVIEW AND APPROVAL INCLUDES COMPARABILITY DATA AND OCCURS WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON REQUEST. THE INFORMATIONAL RETURNS ARE ALSO AVAILABLE TO THE PUBLIC THROUGH PUBLIC WEBSITES INCLUDING WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 INFLUENCE PUBLIC POLICY CA 501(C)(4) CALIFORNIA CHARTER SCHOOLS ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CCSA ADVOCATES B 402000 FMV CCSA ADVOCATES O 822469 FMV CCSA ADVOCATES Q 84029 FMV