2025-05-15T14:38:46-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 PO BOX 86087 LOS ANGELES CA 90086 SARA DELEEUW CHIEF FINANCIAL OFFICER 2132441446 2025-05-15 1 0 BRIAN YACKER P00401346 9492222999 2025-05-15 2023 2025-03-06 01:10:19Z MYRNA CASTREJON PO BOX 86087 LOS ANGELES CA 90086 14548360 0 X WWW.CCSA.ORG X 2003 CA TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS. 12 11 63 40 0 0 10219947 9928879 2223947 2505752 402820 369710 76904 1749 12923618 12806090 1286501 1717847 0 0 7722496 7990952 0 0 282316 3545815 4001824 12554812 13710623 368806 -904533 34074079 34170932 16517251 17062783 17556828 17108149 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 4654840 934797 1239 BUILDING SUPPORTIVE POLICY ENVIRONMENTLOCAL ADVOCACY 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. 3694549 30050 2504263 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. 1087150 38000 250 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. 715000 715000 CHARTER SCHOOL GROWTH FUNDA PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 715000 715000 10151539 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 36 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 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 3106913696 PO BOX 86087 LOS ANGELES CA 90086 MYRNA CASTREJON PRESIDENT AND CEO 39.00 3.00 X X 420567 12833 34246 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 16.00 24.00 X 122338 210462 30270 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 39.00 1.00 X 251784 216 22607 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 39.00 1.00 X 240597 1403 32205 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 39.00 1.00 X 224815 137 34084 SARA DELEEUW CHIEF FINANCIAL OFFICER 39.00 1.00 X 189219 7781 29136 MILES DURFEE VP, LOCAL ADVOC. MEM. RELATIONS/SUPP 39.00 1.00 X 192842 1558 27092 COLIN MILLER VP, GOVERNMENT AFFAIRS 39.00 1.00 X 174869 10 24824 WILLOW HARRINGTON HOLLAND VP, STRATEGY 39.00 1.00 X 172640 135 25439 GARY DAVIS VP, CIVIC AND POLITICAL AFFAIRS 7.00 33.00 X 149019 17056 30072 JUDY WILSON VP, MEMBERSHIP ENGAGEMENT 40.00 X 148190 0 10296 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 YVETTE KING-BERG DIRECTOR 2.00 X 0 0 0 NNANNA OGBU DIRECTOR 2.00 X 0 0 0 JASON SAMPLE DIRECTOR 2.00 X 0 0 0 CASEY TAYLOR DIRECTOR 2.00 X 0 0 0 2286880 251591 300271 30 0 1 0 VOLUME SERVICES INC DBA CENTERPLATE 1401 K STREET SACRAMENTO CA 95814 CONFERENCE CATERING 338125 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE EVENT PRODUCTION 324499 YOUNG MINNEY AND CORR LLP 655 UNIVERSITY AVENUE SUITE 150 SACRAMENTO CA 95825 LEGAL FEES 322662 GRASSROOTS LAB LLC 1900 POINT WEST WAY SUITE 102 SACRAMENTO CA 95815 ADVERTISING 227960 VISION COLLECTIVE LLC 2215 W LONE CACTUS DR SUITE 1-5 PHOENIX AZ 85027 CONFERENCE AV SERVICES 143978 6 5903833 4025046 9928879 STRENGTHENING SCHOOLS 900099 2505752 2505752 2505752 489305 489305 1618525 4150 1742270 0 -123745 4150 -119595 -119595 REBATES 900099 1749 1749 1749 12806090 2505752 0 371459 1699847 1699847 18000 18000 1630409 734359 872009 24041 5126101 3572183 1380591 173327 216608 124288 82839 9481 540876 336399 192299 12178 476958 287897 175318 13743 232993 210620 22373 59828 59828 42758 42758 1002901 862333 138022 2546 210193 210193 87827 67795 8533 11499 433628 367907 53157 12564 291082 221976 59260 9846 235653 160450 73418 1785 1247692 1169297 72204 6191 73887 63787 8674 1426 49246 37464 10115 1667 OTHER COSTS 30924 6256 22668 2000 TAXES & FEES 3212 488 2702 22 13710623 10151539 3276768 282316 1546824 3214056 4668403 2429873 1000000 1125000 150133 146576 333525 329296 702707 576011 197915 126696 25418939 26288597 758340 510838 34074079 34170932 987894 1307156 1615903 1308769 13913454 14446858 16517251 17062783 X 15191150 15582149 2365678 1526000 17556828 17108149 34074079 34170932 X -904533 453854 2000 X X 0 1 X 1 1 1 X 16889397 18204508 12910838 10219947 9928879 68153569 16889397 18204508 12910838 10219947 9928879 68153569 22147161 46006408 133543 27724 286733 412980 489305 1350285 6322 34870 8485 8133 1749 59559 69563413 7346592 0.66140 0.68490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 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. 2023 AMOUNT: $ 1,749. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25346 497262 522608 13528712 14051320 852566 213142 0 0 834758 781449 783580 852566 3252353 4878530 857344 487490 527167 522608 2394609 208690 195362 195895 213142 813089 1219634 88969 13201 25869 25346 153385 507187 432235 74952 195520 143776 51744 126696 RELATED PARTY PAYABLES 421397 FACILITY LOAN RESERVE 13452046 OPERATING LEASE LIABILITY 573415 14446858 X 14290449 453854 145163 885342 1484359 12806090 0 12806090 14739128 145163 883342 1028505 13710623 0 13710623 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, 2024, 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 885,342. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REIMBURSEMENTS 885,342. SCHOLARSHIP REFUND -2,000. 1 ADALID GONZALEZ AND PARENTS UNITED FOR PUBLIC SCHOOL CHOICE PO BOX 86087 LOS ANGELES CA 90086 127223 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT ASPIRE PUBLIC SCHOOLS FOUNDATION 1001 22ND AVE STE 100 OAKLAND CA 94606 842381617 501(C)(3) 262000 0 ENROLLMENT GROWTH GRANT CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)(4) 420000 0 LOBBYING GRANT CALIFORNIA JEWISH LEGISLATIVE CAUCUS LEADERSHIP FOUNDATION 1414 K STREET SUITE 250 SACRAMENTO CA 95814 465381434 501(C)(3) 15000 0 SPONSORSHIP CALIFORNIA LEGISLATIVE CENTRAL COAST CAUCUS FOUNDATION 1017 L STREET 292 SACRAMENTO CA 95814 263896648 501(C)(3) 15000 0 SPONSORSHIP KIPP PUBLIC SCHOOLS NORTHERN CALIFORNIA 1000 BROADWAY SUITE 460 OAKLAND CA 94607 205010766 501(C)(3) 229000 0 ENROLLMENT GROWTH GRANT NAPA FOUNDATION FOR OPTIONS IN EDUCATION 1370 TRANCAS ST 180 NAPA CA 94558 680336170 501(C)(3) 223352 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANTS NAPA FOUNDATION FOR OPTIONS IN EDUCATION 1370 TRANCAS ST 180 NAPA CA 94558 680336170 501(C)(3) 30050 0 CONTRIBUTION NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 800 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20006 300274709 501(C)(3) 20000 0 CONTRIBUTION RIVER CHARTER SCHOOLS- LIGHTHOUSE 899 BRYTE AVE WEST SACRAMENTO CA 95605 680628793 501(C)(3) 69000 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) 20000 0 SPONSORSHIP VISTA CHARTER PUBLIC SCHOOLS 2900 W TEMPLE ST LOS ANGELES CA 90026 272860204 501(C)(3) 89481 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) 15000 0 ENROLLMENT GROWTH GRANT WESTLAKE CHARTER SCHOOL 2680 MABRY DRIVE SACRAMENTO CA 95835 320149236 501(C)(3) 136000 0 ENROLLMENT GROWTH GRANT WOMEN IN CALIFORNIA LEADERSHIP 1414 K STREET SUITE 250 SACRAMENTO CA 95814 452806199 501(C)(3) 15000 0 SPONSORSHIP 13 2 SCHOLARSHIPS 9 18000 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 412167 12833 0 0 8400 0 19069 731 14022 424 453658 13988 0 0 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 122338 210462 0 0 0 0 3958 7739 6859 11714 133155 229915 0 0 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 249784 216 2000 0 0 0 13557 11 9031 8 274372 235 0 0 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 238597 1403 2000 0 0 0 14316 84 17702 103 272615 1590 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 224815 137 0 0 0 0 13507 8 20556 13 258878 158 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 187372 7628 1847 153 0 0 11372 458 16640 666 217231 8905 0 0 MILES DURFEE VP, LOCAL ADVOC. MEM. RELATIONS/SUPP 183537 1463 9305 95 0 0 9682 73 17207 130 219731 1761 0 0 COLIN MILLER VP, GOVERNMENT AFFAIRS 168270 10 6599 0 0 0 10546 1 14276 1 199691 12 0 0 WILLOW HARRINGTON HOLLAND VP, STRATEGY 167320 135 5320 0 0 0 10366 8 15056 9 198062 152 0 0 GARY DAVIS VP, CIVIC AND POLITICAL AFFAIRS 149019 17056 0 0 0 0 8871 887 18191 2123 176081 20066 0 0 JUDY WILSON VP, MEMBERSHIP ENGAGEMENT 148190 0 0 0 0 0 8898 0 1398 0 158486 0 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 XI, LINE 9: SCHOLARSHIP REFUND 2,000. 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CCSA ADVOCATES B 420000 FMV CCSA ADVOCATES O 762295 FMV CCSA ADVOCATES Q 93498 FMV