2022-11-01T10:35:22-05:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 300274709 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS NATI 2022892700 800 CONNECTICUT AVENUE NW 300 WASHINGTON DC 20006 NINA REES PRESIDENT & CEO 2022892700 2022-11-01 1 NINA REES 999009999 AARON M FOX P01365820 2022274000 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z NINA REES 800 CONNECTICUT AVENUE NW 300 WASHINGTON DC 20006 17753309 0 X WWW.PUBLICCHARTERS.ORG X 2004 DC LEAD PUBLIC EDUCATION TO UNPRECEDENTED LEVELS OF ACADEMIC ACHIEVEMENT FOR ALL STUDENTS BY FOSTERING A STRONG CHARTER SECTOR. 13 13 40 13 0 0 10243998 17266948 291924 369224 39859 536 8841 116601 10584622 17753309 130757 165937 0 0 4786229 4967190 84839 47083 519592 5614550 4881095 10616375 10061305 -31753 7692004 13190761 20433842 2777816 2328747 10412945 18105095 X THE NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS IS THE LEADING NATIONAL NONPROFIT ORGANIZATION COMMITTED FOR ADVANCING THE CHARTER SCHOOL MOVEMENT. OUR MISSION IS TO LEAD PUBLIC EDUCATION TO UNPRECEDENTED LEVELS OF ACADEMIC ACHIEVEMENT FOR ALL STUDENTS BY FOSTERING A STRONG CHARTER SECTOR. 0 0 3717971 165937 FEDERAL AND STATE ADVOCACY: NAPCS WORKS FOR FEDERAL POLICIES THAT SUPPORT THE GROWTH AND STABILITY OF HIGH-PERFORMING CHARTER SCHOOLS BY EDUCATING CONGRESSIONAL MEMBERS, STAFF AND FEDERAL AGENCIES ABOUT HOW POLICY CAN BEST SUPPORT HIGH-QUALITY PUBLIC CHARTER SCHOOL GROWTH. IF PARTICULAR, NAPCS SEEKS TO GROW THE BASE OF SUPPORT FOR PUBLIC CHARTER SCHOOLS AND NAPCS IN WASHINGTON DC; MAINTAIN OR INCREASE FEDERAL FUNDING WHERE POSSIBLE FOR PUBLIC CHARTER SCHOOLS; AND PROTECT THE AUTONOMY OF AND ENSURE FAIR TREATMENT OF PUBLIC CHARTER SCHOOLS WITHIN FEDERAL FUNDING STREAMS, FEDERAL REGULATIONS, AND NON-REGULATORY GUIDANCE. 2293514 38583 COMMUNICATIONS AND RESEARCH: NAPCS HAS CONTINUED TO DELIVER EVIDENCE BASED INFORMATION AND MESSAGES BY PROACTIVELY WORKING WITH MEDIA, AND BY DISSEMINATING ITS ISSUES BRIEFS, WHICH COVERS A WIDE RANGE OF ISSUES CRITICAL TO THE SECTOR. NAPCS ALSO CONTINUES TO COLLECT A SIGNIFICANT AMOUNT OF DATA ON THE NATION'S CHARTER SCHOOLS. THE PUBLIC CHARTER SCHOOL DASHBOARD IS THE MOST COMPREHENSIVE SOURCE OF NATIONAL DATA ON CHARTER SCHOOLS, AND IS CONSULTED REGULARLY BY MEDIA, RESEARCHERS, AND POLICY MAKERS. 898247 218818 NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE ONLINE IN JULY 2021. MORE THAN 2,000 ATTENDEES FROM ACROSS THE COUNTRY GATHERED VIRTUALLY TO LEARN AND PROMOTE PROMISING PRACTICES, CELEBRATE OUR SUCCESSES, AND IGNITE THE NEXT LEVEL OF INNOVATION. THE NATIONAL CHARTER SCHOOLS CONFERENCE IS NAPCS' PRIMARY "DIRECT TO SCHOOLS" CHANNEL AND SUPPORTS ITS ABILITY TO DEEPEN THE EVIDENCE BASE. 757108 POLICY 559445 LEGAL 1316553 8226285 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 91 0 1 40 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ERIC PAISNER 2022892700 800 CONNECTICUT AVENUE NW 300 WASHINGTON DC 20006 PAUL PASTOREK CHAIR 1.00 X X 0 0 0 RICK CRUZ VICE CHAIR 1.00 X X 0 0 0 PATRICK DOBARD SECRETARY 1.00 X X 0 0 0 JOANNE WEISS TREASURER 1.00 X X 0 0 0 RICHARD BERLIN DIRECTOR 1.00 X 0 0 0 MYRNA CASTREJON DIRECTOR 1.00 X 0 0 0 CARLOS CURBELO DIRECTOR 1.00 X 0 0 0 SHIRLEY FRANKLIN DIRECTOR 1.00 X 0 0 0 REED HASTINGS DIRECTOR 1.00 X 0 0 0 BILL KURTZ DIRECTOR 1.00 X 0 0 0 MARC LAMPKIN DIRECTOR 1.00 X 0 0 0 KENDALL MASSETT DIRECTOR 1.00 X 0 0 0 ANA PONCE DIRECTOR 1.00 X 0 0 0 NINA REES PRESIDENT & CEO 60.00 0.02 X 303407 0 36443 ERIC PAISNER CHIEF OPERATING OFFICER 50.00 0.14 X 217149 0 37811 DEBORAH VENEY SENIOR VP, COMMUNICATIONS 50.00 X 252125 0 34016 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 50.00 X 183800 0 27985 CHRISTINE WOLFE VP, POLICY & PLANNING 50.00 X 193109 0 27301 WILLIAM PHILLIPS VP, STATE ADV. & SUPPORT 50.00 X 181959 0 31098 MARK MEDEMA MANAGING DIR., CHARTER-TIL 12/2021 50.00 X 191949 0 26255 NATALIE ETHRIDGE SR. DIRECTOR, OPERATIONS 50.00 X 166679 0 21455 ROBERT REED VP, LEGAL AFFAIRS 50.00 X 152866 0 8468 1843043 0 250832 9 0 1 0 THE NEW TEACHER PROJECT 500 7TH AVENUE 8TH FLOOR NEW YORK CITY NY 10018 EDUCATIONAL CONSULTING 218423 RENITA K THUKRAL 635 27TH STREET SAN FRANCISCO CA 93131 CONSULTING 187875 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND TAX SERVICES 165699 STRATEGIES 360 601 NEW JERSEY AVENUE NW SUITE 250 WASHINGTON DC 20001 CONSULTING 150000 ERIN LEONARD EVENTS 1833 SWANN STREET NW APT 2 WASHINGTON DC 20009 EVENT DESIGN 147023 10 1319219 15947729 5460 17266948 CONFERENCE 900099 330641 218818 111823 CONSULTING SERVICES 900099 38583 38583 369224 536 536 SUBLEASE INCOME 900099 105358 105358 MISCELLANEOUS 900099 11243 11243 116601 17753309 257401 0 228960 X 154437 154437 11500 11500 1092736 862496 147847 82393 3198047 2524176 432724 241147 128395 101340 17373 9682 249609 197013 33775 18821 298403 235527 40376 22500 49872 24437 25435 218783 218783 513683 513683 47083 47083 2621607 2387736 221955 11916 387227 387227 94850 62772 7307 24771 78067 67900 4737 5430 449911 360424 56856 32631 42980 34855 2681 5444 121413 110704 10451 258 12861 12861 90042 72131 11277 6634 30551 30551 DUES AND SUBSCRIPTIONS 112658 89484 16250 6924 PROFFESIONAL DEVELOP. 28172 22236 3812 2124 BAD DEBT EXPENSE 20000 20000 REGISTRATIONS 7921 6020 79 1822 497 187 298 12 10061305 8226285 1315428 519592 6151728 10681252 4890498 4896513 844176 3205497 89004 182611 258268 556172 968392 308721 749713 659671 207374 252126 13190761 20433842 585942 431842 368638 88067 672800 695051 1150436 1113787 2777816 2328747 X 9307647 12361754 1105298 5743341 10412945 18105095 13190761 20433842 7692004 146 0 X 0 1 X 1 0 X 9150595 8081112 12400704 10243998 17266948 57143357 9150595 8081112 12400704 10243998 17266948 57143357 32519353 24624004 18135 43116 59908 12901 97106 231166 135202 7427 21674 8841 11243 184387 57558910 11120984 0.42780 0.44110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 135,202. 2018 AMOUNT: $ 2,827. 2019 AMOUNT: $ 4,674. 2020 AMOUNT: $ 8,841. 2021 AMOUNT: $ 11,243. DATA SERVICES - 2019 AMOUNT: $ 17,000. FACILITIES PROJECT - COLORADO - 2018 AMOUNT: $ 4,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1882 511801 513683 9616585 10130268 656513 164128 0 0 743812 826032 680819 656513 2907176 4360764 323090 540367 371950 513683 1749090 185953 206508 170205 164128 726794 1090191 35939 8748 9882 1882 56451 PART II-A, LINES 1 AND 2: THE NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS IS THE LEADING ORGANIZATION COMMITTED TO ADVANCING QUALITY, GROWTH AND SUSTAINABILITY FOR THE MOVEMENT. WE SPEAK AND ADVOCATE FOR THE HUNDREDS OF THOUSANDS OF OTHER STUDENTS WHO ARE HOPING FOR THE CHANCE TO ATTEND A CHARTER SCHOOL. WE WORK AT THE FEDERAL, STATE AND NATIONAL LEVEL TO ACCOMPLISH THIS PURPOSE. WE PROVIDE ASSISTANCE TO STATE CHARTER SCHOOL ASSOCIATIONS AND RESOURCE CENTERS, DEVELOP AND ADVOCATE FOR IMPROVED PUBLIC POLICIES, AND SERVE AS THE UNITED VOICE FOR THIS LARGE AND DIVERSE MOVEMENT. WE FOCUS ON KEY PRIORITIES LIKE REPLICATING AND EXPANDING HIGH-QUALITY CHARTER SCHOOLS, LIFTING ARBITRARY "CAPS" ON CHARTER GROWTH AND CLOSING THE FUNDING GAP BETWEEN CHARTERS AND OTHER PUBLIC SCHOOLS. NAPCS POLICY EXPERTS WORK DIRECTLY WITH FEDERAL AND STATE-LEVEL ORGANIZATIONS TO ENCOURAGE THESE CHARTER-FRIENDLY POLICIES AND ULTIMATELY ENSURE CHARTER SCHOOLS ARE TREATED EQUITABLY WITH TRADITIONAL DISTRICT PUBLIC SCHOOLS UNDER THE LAW. 717592 173770 543822 83001 78084 4917 167799 56867 110932 659671 DEFERRED RENT LIABILITY 1113483 OBLIGATIONS UNDER CAPITAL LEASES 304 1113787 X 17822418 146 68963 69109 17753309 0 17753309 10130268 68963 68963 10061305 0 10061305 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP. MANAGEMENT BELIEVES THAT NATIONAL ALLIANCE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2021 AND 2020. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED NATIONAL ALLIANCE HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2021 AND 2020. X X X X 1 AC FITZGERALD & ASSOCIATES LLC PO BOX 321012 ALEXANDRIA VA 22320 PROSPECT RESEARCH 0 0 42000 -42000 42000 -42000 VA 1 MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION 43 BROAD STREET NO C-401 HUDSON MA 01749 043559305 501(C)(3) 42500 0 NON-PROFIT POLICY SUPPORT CONGRESSIONAL BLACK CAUCUS INSTITUTE 413 NEW JERSEY AVE SE WASHINGTON DC 20003 522270607 501(C)(4) 25000 0 NON-PROFIT POLICY SUPPORT EDUCATION WRITERS ASSOCIATION 1825 K STREET NW SUITE 200 WASHINGTON DC 20006 237439790 501(C)(3) 7500 0 SPONSORSHIP DEMOCRACY PREP PUBLIC SCHOOLS 207 W 133RD STREET NEW YORK NY 10033 202629354 501(C)(3) 74437 0 LEGAL ACTION FUND PROGRAM 2 1 ADVOCACY GRANT 1 11000 PART I, LINE 2: THE NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS TRACKS ALL RESOURCES BY GRANT CODES, WHICH ARE CREATED FOR EACH NEW GRANT. ALL REPORTS ON SPENDING FOR GRANTS ARE REVIEWED BY THE COO PRIOR TO SUBMISSION. ON A MONTHLY BASIS, OUR DIRECTOR OF FINANCE CREATES A REPORT THAT TRACKS SPENDING AGAINST OUR RESTRICTED GRANTS. X X 0 0 0 0 0 0 0 0 0 NINA REES PRESIDENT & CEO 253407 0 50000 0 0 0 18600 0 17843 0 339850 0 0 0 DEBORAH VENEY SENIOR VP, COMMUNICATIONS 234125 0 18000 0 0 0 18800 0 15216 0 286141 0 0 0 ERIC PAISNER CHIEF OPERATING OFFICER 201399 0 15750 0 0 0 19500 0 18311 0 254960 0 0 0 CHRISTINE WOLFE VP, POLICY & PLANNING 179159 0 13950 0 0 0 9998 0 17303 0 220410 0 0 0 MARK MEDEMA MANAGING DIR., CHARTER-TIL 12/2021 191949 0 0 0 0 0 7000 0 19255 0 218204 0 0 0 WILLIAM PHILLIPS VP, STATE ADV. & SUPPORT 181959 0 0 0 0 0 15120 0 15978 0 213057 0 0 0 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 173800 0 10000 0 0 0 11723 0 16262 0 211785 0 0 0 NATALIE ETHRIDGE SR. DIRECTOR, OPERATIONS 155228 0 11451 0 0 0 10276 0 11179 0 188134 0 0 0 ROBERT REED VP, LEGAL AFFAIRS 145563 0 7303 0 0 0 0 0 8468 0 161334 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CPA FIRM, MARCUM LLP, PREPARES THE FEDERAL FORM 990 AND SENDS A DRAFT TO NAPCS. THE FIRST REVIEW IS DONE BY THE CHIEF OPERATING OFFICER AND PRESIDENT & CEO. THE DRAFT IS SEND TO THE FINANCE COMMITTEE AND THEN TO THE BOARD FOR FINAL REVIEW. IF THERE ARE NO CHANGES TO ADDRESS BY THE BOARD AND THE BOARD APPROVES, MARCUM LLP SUBMITS THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL BOARD MEMBERS. NAPCS IS NOT PERMITTED TO ENGAGE IN ANY PAID PERSONAL CONSULTING ARRANGEMENTS WITH SITTING MEMBERS OF THE BOARD OF DIRECTORS, UNLESS DECLARED TO BOARD FOR DETERMINATION OF CONFLICT. THOSE DIRECTORS MUST ABSTAIN FROM ALL DISCUSSIONS AND VOTES RELATED TO THOSE CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION LEVEL FOR THE CEO. ALL DELIBERATIONS ARE DOCUMENTED IN THE MEETING MINUTES. ALL OTHER EMPLOYEE COMPENSATION IS SET BY THE CEO AND RESEARCHED USING THE COMPENSATION RESOURCES SURVEY FOR NOT-FOR-PROFIT, PIE SALARY SURVEYS, AND FROM SIMILAR ORGANIZATIONS. IN ADDITION, ALL SALARIES ARE ALSO REVIEWED AND APPROVED DURING THE PROCESS OF REVIEW AND APPROVAL OF OUR ANNUAL OPERATING BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 2,057,179. MANAGEMENT AND GENERAL EXPENSES 165,925. FUNDRAISING EXPENSES 11,916. TOTAL EXPENSES 2,235,020. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 125,034. MANAGEMENT AND GENERAL EXPENSES 44,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,261. DIGITAL/WEBSITE: PROGRAM SERVICE EXPENSES 72,965. MANAGEMENT AND GENERAL EXPENSES 1,973. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,938. PHOTOGRAPHY AND VIDEOGRAPHY: PROGRAM SERVICE EXPENSES 92,628. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,628. PROGRAM SERVICE: PROGRAM SERVICE EXPENSES 7,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 32,430. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,430. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,960. RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,870. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,870. CHARTER SCHOOLS ACTION FUND 800 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20006 472045681 SOCIAL WELFARE TO AMPLIFY WORK OF 501(C)(3) DC 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0