2021-05-17T12:22:30-05:00 2020-06-30 951777440 GREEN HASSON & JANKS LLP 700 SOUTH FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2019-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 1107 9TH STREET NO 200 SACRAMENTO CA 95814 SARA M DELEEUW CFO 2132441446 2021-05-14 1 LIZBETH G NEVAREZ P01399868 3108731600 2019 2022-09-23 18:48:47Z X SARA M DELEEUW 1107 9TH STREET NO 200 SACRAMENTO CA 95814 19421635 0 X WWW.CCSA.ORG X 2003 CA TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS. 13 12 153 35 0 0 19205458 16889397 2332369 223264 52435 124547 33904 23531 21624166 17260739 3043538 2276329 0 0 13271587 11179335 0 0 450813 9365925 3603944 25681050 17059608 -4056884 201131 26683485 27439379 15765587 16309536 10917898 11129843 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 6218185 864459 105000 BUILDING SUPPORTIVE POLICY ENVIRONMENTLOCAL ADVOCACY AND BASE BUILDING: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES SUCH AS AUTHORIZER OVER-REGULATION, FACILITIES AND SPECIAL EDUCATION THROUGH LOCAL ADVOCACY AND GRASSROOTS ORGANIZING OF CHARTER SCHOOL PARENTS.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. 3261194 170000 118264 STRENGTHENING SCHOOLS:MEMBERSHIP: SCHOOL MEMBERS BENEFIT FROM THE ASSOCIATION'S ADVOCACY PROGRAMS, RECEIVE ACCESS TO MEMBERS-ONLY RESOURCES, AND THE INDIVIDUALIZED ASSISTANCE OF THE SCHOOL DEVELOPMENT TEAM THROUGH EVERY PHASE OF DEVELOPMENT, FROM CHARTER PETITION WRITING THROUGH AUTHORIZER APPROVAL.SCHOOL PERFORMANCE, ACCOUNTABILITY AND RESEARCH: CONDUCTS SOPHISTICATED DATA ANALYSIS AND RESEARCH TO ADVANCE THE UNDERSTANDING OF CHARTER SCHOOL ACADEMIC PERFORMANCE AND TO ENSURE APPROPRIATE ACCOUNTABILITY WITHIN THE CHARTER MOVEMENT. ANNUAL CONFERENCE: CONVENES CHARTER SUPPORTERS OF ALL LEVELS ANNUALLY FOR NETWORKING, DEVELOPMENT, AND COLLABORATION ON TOPICS CRITICAL TO CALIFORNIA'S CHARTER SCHOOLS. 1231870 1231870 CHARTER SCHOOL GROWTH FUND:THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 1191229 10000 IMPROVING PUBLIC OPINION:ADVANCES 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. 1191229 10000 11902478 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 1 0 0 0 0 1 1 1 1 0 1 52 0 1 153 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SARA DELEEUW 3106913696 1107 9TH STREET NO 200 SACRAMENTO CA 95814 JED WALLACE FORMER CEO/PRESIDENT 0.00 0.00 X 638504 0 6056 MYRNA CASTREJON CEO/PRESIDENT 39.00 3.00 X X 425761 6239 12200 RICARDO SOTO CHIEF ADVOCACY OFFICER & GENERAL COUNSEL 39.00 1.00 X 230359 2141 13463 KERRY FLANAGAN CHIEF OF STAFF 39.00 1.00 X 232811 11632 11647 SARA DELEEUW CHIEF FINANCIAL OFFICER 36.00 4.00 X 164299 20701 23917 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 39.00 1.00 X 194863 137 26935 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 7.00 33.00 X 57378 262622 27083 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL EDUCATION 40.00 0.00 X 195000 0 24842 LAURA MCGOWAN-ROBINSON CHIEF OPERATING OFFICER 39.00 1.00 X 182210 1123 11141 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 38.00 2.00 X 209317 12389 19291 MILES DURFEE VP, SOUTHERN CA LOCAL ADVOCACY 38.00 2.00 X 177157 7843 22231 MARGARET FORTUNE 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 0.00 X X 0 0 0 CHRISTOPHER NELSON TREASURER 2.00 0.00 X X 0 0 0 BRIAN BAUER DIRECTOR 2.00 0.00 X 0 0 0 MALKA BORREGO DIRECTOR 2.00 0.00 X 0 0 0 CAMERON CURRY DIRECTOR 2.00 0.00 X 0 0 0 CRISTINA DEJESUS DIRECTOR 2.00 0.00 X 0 0 0 BRIAN GREENBERG DIRECTOR 2.00 0.00 X 0 0 0 SALLY BACHOFER DIRECTOR 2.00 0.00 X 0 0 0 KRISTI KIMBALL DIRECTOR 2.00 0.00 X 0 0 0 CASEY TAYLOR DIRECTOR 2.00 0.00 X 0 0 0 2707659 324827 198806 39 1 1 0 RALLY 6565 SUNSET BLVD STE 400 LOS ANGELES CA 90028 CONSULTING AND ADVERTISING SERVICE 518425 LAW OFFICES OF YOUNG MINNEY & CORR LL 655 UNIVERSITY AVE 150 SACRAMENTO CA 95825 LEGAL SERVICES 384045 CENTERPLATE 111 WEST HARBOR DRIVE SAN DIEGO CA 92101 CONFERENCE CATERING SERVICES 340927 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE EVENT PRODUCTION 329541 CHARTERS OC 1055 DYER PLACE LAGUNA BEACH CA 92651 CONSULTING SERVICES 208333 9 3474342 773724 12641331 1640042 16889397 PROGRAM REVENUE 900099 223264 223264 223264 116334 116334 17209 17209 2169109 2160896 8213 8213 8213 OTHER INCOME 900099 6322 6322 6322 17260739 223264 0 148078 2256329 2256329 20000 20000 1411608 401773 937929 71906 8241149 5306941 2706397 227811 329465 199186 118277 12002 578129 395509 173076 9544 618984 393909 205474 19601 393551 364277 29274 54586 54586 1010723 854145 144839 11739 71642 71165 477 206620 138611 61022 6987 528924 402055 69478 57391 546430 441156 80416 24858 260066 191483 65720 2863 367377 343023 22769 1585 2000 2000 52587 38315 12434 1838 49296 38944 8435 1917 60142 45657 14191 294 17059608 11902478 4706317 450813 9139438 9018377 2506128 3557519 603436 301266 183000 111167 442795 239399 827350 512801 311046 314549 13418130 13782807 79512 114295 26683485 27439379 1832457 931694 441835 0 1028200 13933130 13907807 15765587 16309536 X 8667117 9463615 2250781 1666228 10917898 11129843 26683485 27439379 X 201131 10814 X X 0 1 X 1 1 1 X 19929308 20742685 23461033 19205459 16889397 100227882 19929308 20742685 23461033 19205459 16889397 100227882 32684447 67543435 19369 40942 71424 87678 133543 352956 12279 12197 12366 6322 43164 100624002 10889720 0.67120 0.71040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81352 896873 978225 15630570 16608795 980440 245110 0 0 1000000 1000000 1000000 980440 3980440 5970660 889484 891710 697180 978225 3456599 250000 250000 250000 245110 995110 1492665 22834 83675 245795 81352 433656 SCHEDULE C, PART II-A, LINE 1A AND 1B: CCSA ORGANIZED AND CONDUCTED LEGISLATIVE VISITS, STAKEHOLDER ENGAGEMENT IN LEGISLATIVE HEARINGS, AND ISSUED CALLS TO ACTION IN SUPPORT OR OPPOSITION OF LEGISLATION AND BALLOT MEASURES. CCSA ALSO MADE BALLOT MEASURE COMMITTEE CONTRIBUTIONS IN SUPPORT OF PROP 13 AND MADE A GRANT TO CCSA ADVOCATES TO HIRE LOBBYING SERVICE PROVIDERS. 687254 455774 231480 140096 57027 83069 314549 FACILITY LOAN LOSS RESERVE 13782807 RELATED PARTY PAYABLE 125000 13907807 X 18728260 1467521 1467521 17260739 0 17260739 18516315 1456707 1456707 17059608 0 17059608 PART X, LINE 2: 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, 2020, 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 1,467,521. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 1,456,707. 1 CALIFORNIANS FOR SAFE SCHOOLS AND HEALTHY LEARNING GOVERNOR NEWSOM'S BALLO 1414 K STREET SUITE 250 SACRAMENTO CA 95814 843291554 527 500000 BALLOT MEASURE COMMITTEE CONTRIBUTION KIPP BAY AREA SCHOOLS 1000 BROADWAY SUITE 460 OAKLAND CA 94607 205010766 501(C)3 412820 ENROLLMENT GROWTH GRANT REX AND MARGARET FORTUNE SCHOOL OF EDUCATION 2980 GATEWAY OAKS DR SUITE 100 SACRAMENTO CA 95833 943187528 501(C)3 191000 ENROLLMENT GROWTH GRANT NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 1425 K STREET NW SUITE 900 WASHINGTON DC 20005 300274709 501(C)3 170000 GENERAL SUPPORT GRANT WATSONVILLE PREP SCHOOL 650 SAN BENITO ST STE 230 HOLLISTER CA 95023 274238843 501(C)3 158000 ENROLLMENT GROWTH GRANT LAUREL LEADERSHIP INSTITUTE 2226 W 26TH PL 3 LOS ANGELES CA 90018 844196472 501(C)3 150000 SPONSORSHIP CCSA ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)4 125000 GRANT TO SUPPORT LOBBYING ACTIVITIES ALPHA PUBLIC SCHOOLS 2110 STORY RD SUITE 250 SAN JOSE CA 95112 271881962 501(C)3 94590 ENROLLMENT GROWTH GRANT HAYWARD COLLEGIATE CHARTER 166 W HARDER ROAD HAYWARD CA 94544 831231573 501(C)3 85190 ENROLLMENT GROWTH GRANT ROCKETSHIP PUBLIC SCHOOLS 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY CA 94065 204040597 501(C)3 73610 ENROLLMENT GROWTH GRANT RIVER CHARTER SCHOOLS PO BOX 303 CLARKSBURG CA 95612 680628793 501(C)3 70560 ENROLLMENT GROWTH GRANT DOWNTOWN COLLEGE PREP 1400 PARKMOOR AVE SUITE 206 SAN JOSE CA 95126 472393817 501(C)3 50500 ENROLLMENT GROWTH GRANT PERSEVERANCE PREPARATORY SCHOOL 1346 THE ALAMEDA SUITE 7-340 SAN JOSE CA 95126 813977275 501(C)3 30460 ENROLLMENT GROWTH GRANT WESTLAKE CHARTER SCHOOL 2680 MABRY DRIVE SACRAMENTO CA 95835 320149236 501(C)3 27080 ENROLLMENT GROWTH GRANT THRIVE PUBLIC SCHOOLS 4260 54TH ST SAN DIEGO CA 92115 463302948 501(C)3 25000 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT GROWTH PUBLIC SCHOOLS 9320 TECH CENTER DRIVE SACRAMENTO CA 95826 474456355 501(C)3 22790 ENROLLMENT GROWTH GRANT CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE 1029 J STREET SUITE 380 SACRAMENTO CA 95814 263911734 501(C)3 17000 SPONSORSHIP OXFORD PREPARATORY ACADEMY 4740 GREEN RIVER RD 210 CORONA CA 92880 271342162 501(C)3 16460 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT SUMMIT PUBLIC SCHOOLS 900 ISLAND DR REDWOOD CITY CA 94065 262034843 501(C)3 15270 ENROLLMENT GROWTH GRANT EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 631135091 501(C)3 10000 CONTRIBUTION NORTH VALLEY MILITARY INSTITUTE COLLEGE PREPATORY ACADEMY 12105 ALLEGHENY ST SUN VALLEY CA 91352 481276226 501(C)3 5619 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT 19 2 SCHOLARSHIPS 10 20000 N/A 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 RESTRICTS THE USE OF FUNDS TO THE HIRING OF LOBBYING SERVICE PROVIDERS FOR DIRECT LOBBYING SERVICES AND REQUIRES AN ANNUAL REPORT. 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 1 0 0 0 0 0 0 0 0 JED WALLACE FORMER CEO/PRESIDENT 2992 0 0 0 635512 0 4377 0 1679 0 644560 0 0 0 MYRNA CASTREJON CEO/PRESIDENT 418875 6125 0 0 6886 114 0 0 12025 175 437786 6414 0 0 RICARDO SOTO CHIEF ADVOCACY OFFICER & GENERAL COU 227859 2141 0 0 2500 0 0 0 13338 125 243697 2266 0 0 KERRY FLANAGAN CHIEF OF STAFF 193899 7143 0 0 38912 4489 4581 178 6622 266 244014 12076 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 164299 20701 0 0 0 0 9866 1243 11374 1434 185539 23378 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 194863 137 0 0 0 0 11707 8 15209 11 221779 156 0 0 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 57378 262622 0 0 0 0 3180 9650 2579 11674 63137 283946 0 0 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL EDU 195000 0 0 0 0 0 11723 0 13119 0 219842 0 0 0 LAURA MCGOWAN-ROBINSON CHIEF OPERATING OFFICER 159459 958 0 0 22751 165 8263 57 2804 17 193277 1197 0 0 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 179111 10890 0 0 30206 1499 10472 620 7734 465 227523 13474 0 0 MILES DURFEE VP, SOUTHERN CA LOCAL ADVOCACY 177157 7843 0 0 0 0 8871 393 12417 550 198445 8786 0 0 PART I, LINE 4A JED WALLACE RECEIVED $565,627 IN SEPARATION PAY. X 3 1640042 FMV 0 0 0 PART I, COLUMN (B): NONCASH DONATIONS ARE LISTED BY TOTAL NUMBER OF DONORS. 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: RELATED PARTY REVENUE 1,467,521. RELATED PARTY REIMBURSEMENTS -1,456,707. FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. CCSA 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 125000 FMV CCSA ADVOCATES N 151746 FMV CCSA ADVOCATES O 1241788 FMV CCSA ADVOCATES Q 63173 FMV