2020-07-14T09:32:57-05:00 2019-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2018-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 MATTHEW JAWLIK ACTING CFO 2132441446 2020-07-13 1 LIZBETH G NEVAREZ P01399868 3108731600 75.82.235.33 2020-07-13 15:11:01 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6A5B9BBBC0C15FAE84D58941C3D029285B6C5672 2018 2021-01-29 14:40:06Z SARA M DELEEUW 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 22637862 0 X WWW.CCSA.ORG X 2003 CA TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS. 11 10 200 1975 0 0 23461033 19205458 2551876 2332369 29121 52435 46410 33904 26088440 21624166 3137416 3043538 0 0 11426019 13271587 0 0 453520 7486389 9365925 22049824 25681050 4038616 -4056884 30463176 26683485 15492509 15765587 14970667 10917898 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 10317802 799303 ADVOCACY:REGIONAL ADVOCACY: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES SUCH AS AUTHORIZER OVER-REGULATION, FACILITIES AND SPECIAL EDUCATION THROUGH LOCAL ADVOCACY WITH CHARTER SCHOOL AUTHORIZERS.ORGANIZING AND CIVIC AFFAIRS: INFLUENCES THE POLICY ENVIRONMENT LOCALLY AND IN THE CAPITOL THROUGH GRASSTOPS AND GRASSROOTS ORGANIZING OF CHARTER SCHOOL LEADERS, PARENTS, TEACHERS, AND ALUMNI.GOVERNMENT AFFAIRS: IMPROVES THE POLICY ENVIRONMENT FOR CHARTER SCHOOLS IN CALIFORNIA THROUGH LEGISLATION AND REGULATORY ADVOCACY. 5252894 RESEARCH AND COMMUNICATIONS:COMMUNICATIONS: SERVES AS A TRUSTED SOURCE OF INFORMATION ON CALIFORNIA'S CHARTER SCHOOLS AND SEEKS TO BUILD PUBLIC AWARENESS AND SUPPORT FOR CHARTER PUBLIC SCHOOLS.SCHOOL PERFORMANCE, ACCOUNTABILITY, AND RESEARCH: CONDUCTS SOPHISTICATED DATA ANALYSIS AND RESEARCH TO ADVANCE THE UNDERSTANDING OF CHARTER PUBLIC SCHOOL ACADEMIC PERFORMANCE AND TO ENSURE APPROPRIATE ACADEMIC ACCOUNTABILITY WITHIN THE CHARTER MOVEMENT. 3912083 371105 2332369 MEMBER SERVICES:MEMBERSHIP: MEMBERSHIP FOR CALIFORNIA CHARTER SCHOOLS, DEVELOPERS, AND VENDORS.CALIFORNIA CHARTER SCHOOLS CONFERENCE: HOSTS ANNUAL CONFERENCE INSPIRING ACADEMIC EXCELLENCE, OPERATIONAL INTEGRITY AND UNITY AMONG CHARTER SCHOOLS IN CALIFORNIA. 1873130 1873130 CHARTER SCHOOL GROWTH FUND:THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 1873130 1873130 21355909 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 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 67 0 1 200 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 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 KRISTI KIMBALL DIRECTOR 2.00 0.00 X 0 0 0 NEERAV KINGSLAND DIRECTOR 2.00 0.00 X 0 0 0 DON SHALVEY DIRECTOR 2.00 0.00 X 0 0 0 JED WALLACE CEO/PRESIDENT (END JAN 2019) 36.00 8.00 X X 395617 43322 32817 MYRNA CASTREJON CEO/PRESIDENT (START JAN 2019) 40.00 0.00 X X 94479 0 1053 KERRY FLANAGAN CHIEF OF STAFF 34.00 6.00 X 188771 36229 20377 RICARDO SOTO SVP, LEGAL ADVOCACY & GEN. COUNSEL 39.00 1.00 X 217834 7166 12564 SARA DELEEUW CHIEF FINANCIAL OFFICER 35.00 5.00 X 161101 23898 23024 ELIZABETH ROBITAILLE SVP, SCHOOL PERFORMANCE, DEV & SUPPORT 39.00 1.00 X 186474 3526 25761 TYLER WHITMIRE SVP, ORGANIZING 34.00 6.00 X 154247 25753 20753 GINA PLATE SVP, REGIONAL ADVOCACY 39.00 1.00 X 187944 2056 23604 MAURICE LEE CONDON SVP, COMMUNICATIONS 37.00 3.00 X 172902 12098 6485 LAURA MCGOWAN-ROBINSON CHIEF OPERATING OFFICER 39.00 1.00 X 147296 2206 10551 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 37.00 3.00 X 168001 14499 16662 COLIN MILLER SENIOR ADVISOR, POLICY 39.00 1.00 X 159650 350 20000 GARY BORDEN SVP, CIVIC AFFAIRS 10.00 30.00 X 63386 186614 19444 MILES DURFEE VP, REGIONAL ADVOCACY 33.00 7.00 X 129946 26224 19698 2427648 383941 252793 32 0 1 0 RALLY 6565 SUNSET BLVD STE 400 LOS ANGELES CA 90028 CONSULTING AND ADVERTISING SERVICE 2513337 LAW OFFICES OF YOUNG MINNEY & CORR LL 655 UNIVERSITY AVE 150 SACRAMENTO CA 95825 LEGAL SERVICES 500312 CENTERPLATE 111 WEST HARBOR DRIVE SAN DIEGO CA 92101 CONFERENCE CATERING SERVICES 369134 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE EVENT PRODUCTION 350055 CHARTERS OC 1055 DYER PLACE LAGUNA BEACH CA 92651 CONSULTING SERVICES 280000 9 4003531 757938 14443989 1008902 19205458 MEMBER SERVICE REVENUE 900099 2332369 2332369 2332369 66140 66140 21538 21538 999991 1013696 -13705 -13705 -13705 OTHER INCOME 900099 12366 12366 12366 21624166 2332369 0 86339 3023538 3023538 20000 20000 2792161 1148601 1313984 329576 8819855 7647907 1092269 79679 341542 280655 55562 5325 653993 564970 88346 677 664036 573738 83711 6587 602645 485066 117579 55179 55179 1606803 1441827 164976 2653582 2653582 330458 240097 86833 3528 593571 514276 68178 11117 540164 455146 78032 6986 654331 471816 175770 6745 15698 15649 49 1696241 1584561 110885 795 81032 68278 11706 1048 49044 41325 7085 634 MERCHANT FEES 92434 0 92434 0 394743 124877 269043 823 25681050 21355909 3871621 453520 10460677 9139438 4438355 2506128 1573694 603436 166514 183000 348178 442795 894381 583335 371823 311046 13024423 13418130 79512 79512 30463176 26683485 1488086 1832457 14004423 13933130 15492509 15765587 X 7446866 8667117 7523801 2250781 14970667 10917898 30463176 26683485 X -4056884 4115 X X 0 1 X 1 1 1 X 18673238 19929308 20742685 23461033 19205459 102011723 18673238 19929308 20742685 23461033 19205459 102011723 29348397 72663326 22073 19369 40942 71424 87678 241486 12279 12197 12366 36842 102290051 13401823 0.71040 0.64220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 245795 451385 697180 24530350 25227530 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 561700 889484 891710 697180 3040074 250000 250000 250000 250000 1000000 1500000 6489 22834 83675 245795 358793 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 TO MEMBERS AND OTHER STAKEHOLDERS IN SUPPORT OR OPPOSITION OF LEGISLATION AND MEASURES IMPACTING THE CHARTER SCHOOL MOVEMENT. 687254 416636 270618 207127 166699 40428 311046 FACILITY LOAN LOSS RESERVE 13418130 RELATED PARTY PAYABLE 515000 13933130 23547052 1909181 1909181 21637871 -13705 -13705 21624166 27599821 1918771 1918771 25681050 0 25681050 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 1,909,181. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED LOSS ON SALE OF SECURITIES -13,705. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 1,905,066. REALIZED LOSS ON SALE OF SECURITIES 13,705. 1 ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DRIVE STE 109 REDWOOD CITY CA 94065 204040597 501(C)3 593000 ENROLLMENT GROWTH GRANT CCSA ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)4 515000 GRANT TO FUND CIVIC ENGAGEMENT ACTIVITIES KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET 500 OAKLAND CA 94612 205010766 501(C)3 518450 ENROLLMENT GROWTH GRANT SUMMIT PUBLIC SCHOOLS 455 5TH AVENUE REDWOOD CITY CA 94603 262034843 501(C)3 421250 ENROLLMENT GROWTH GRANT RIVER CHARTER SCHOOLS PO BOX 303 CLARKSBURG CA 95612 680628793 501(C)3 136260 ENROLLMENT GROWTH GRANT PARADISE CHARTER MIDDLE SCHOOL 6473 CLARK ROAD PARADISE CA 95969 680361666 501(C)3 100000 PARADISE/BUTTE COUNTY FIRE RELIEF CHILDREN'S COMMUNITY CHARTER SCHOOL PO BOX 6729 CHICO CA 95927 260223391 501(C)3 100000 PARADISE/BUTTE COUNTY FIRE RELIEF GROWTH PUBLIC SCHOOLS 9320 TECH CENTER DR SACRAMENTO CA 95826 474456355 501(C)3 75470 ENROLLMENT GROWTH GRANT ACHIEVE CHARTER SCHOOL OF PARADISE INC 771 ELLIOTT ROAD PARADISE CA 95969 202826797 501(C)3 50368 PARADISE/BUTTE COUNTY FIRE RELIEF CORE BUTTE CHARTER SCHOOL 260 COHASSET ROAD STE 120 CHICO CA 95926 510632611 501(C)3 50368 PARADISE/BUTTE COUNTY FIRE RELIEF HOMETECH CHARTER SCHOOL 6249 SKYWAY PARADISE CA 95969 465726832 501(C)3 50368 PARADISE/BUTTE COUNTY FIRE RELIEF PROMISE PUBLIC SCHOOLS 1400 PARKMOOR AVE STE 240 SAN JOSE CA 95126 384024722 501(C)3 50000 CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT THRIVE PUBLIC SCHOOLS 4260 54TH ST SAN DIEGO CA 92115 463302948 501(C)3 50000 CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT REX AND MARGARET FORTUNE SCHOOL OF EDUCATION 2980 GATEWAY OAKS DRIVE STE 100 SACRAMENTO CA 95833 943187528 501(C)3 38230 ENROLLMENT GROWTH GRANT DOWNTOWN COLLEGE PREP 1400 PARKMOOR AVE STE 206 SAN JOSE CA 95126 770517240 501(C)3 32850 ENROLLMENT GROWTH GRANT NORTH VALLEY MILITARY INSTITUTE COLLEGE PREPATORY ACADEMY 12105 ALLEGHENY ST SUN VALLEY CA 91352 481276226 501(C)3 30358 CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT WESTLAKE CHARTER SCHOOL 2680 MABRY DRIVE SACRAMENTO CA 95835 320149236 501(C)3 29650 ENROLLMENT GROWTH GRANT NEXT GENERATION EDUCATION 100 S ANAHEIM BLVD STE 150 ANAHEIM CA 92805 810762778 501(C)3 28830 CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT ACE CHARTER SCHOOL 1100 SHASTA AVENUE 250 SAN JOSE CA 95126 261570590 501(C)3 27970 ENROLLMENT GROWTH GRANT NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 1101 FIFTEENTH STREET NW STE 1010 WASHINGTON DC 20005 300274709 501(C)3 23000 2019 CONTRIBUTION/SPONSORSHIP TOMORROW'S LEADERSHIP COLLABORATIVE CHARTER SCHOOL 1130 E WALNUT AVE ORANGE CA 92867 824368055 501(C)3 17000 COMMUNITY OUTREACH GRANT OXFORD PREPARATORY ACADEMY 4740 GREEN RIVER ROAD 210 CORONA CA 92880 271342162 501(C)3 15500 CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT ISSAC ORG INC 1770 TUSTIN AVENUE COSTA MESA CA 92627 831619714 501(C)3 10360 CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT EQUALITY CALIFORNIA 3701 WILSHIRE BLVD SUITE 725 LOS ANGELES CA 90010 954708781 501(C)3 8000 SPONSORSHIPS CA LATINO LEGISLATIVE CAUCUS FOUNDATION 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 201993440 501(C)3 7500 SPONSORSHIP 24 1 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 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 1 0 0 0 0 0 0 0 0 JED WALLACE CEO/PRESIDENT (END JAN 2019) 351679 43322 0 0 43938 0 14107 2393 14542 1775 424266 47490 0 0 KERRY FLANAGAN CHIEF OF STAFF 188771 36229 0 0 0 0 11351 2178 5760 1088 205882 39495 0 0 RICARDO SOTO SVP, LEGAL ADVOCACY & GEN. COUNSEL 217834 7166 0 0 0 0 0 0 12164 400 229998 7566 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 161101 23898 0 0 0 0 9672 1435 10384 1533 181157 26866 0 0 ELIZABETH ROBITAILLE SVP, SCHOOL PERFORMANCE, DEV & SUPPO 186474 3526 0 0 0 0 11198 212 14082 269 211754 4007 0 0 TYLER WHITMIRE SVP, ORGANIZING 154247 25753 0 0 0 0 7708 1198 10119 1728 172074 28679 0 0 GINA PLATE SVP, REGIONAL ADVOCACY 187944 2056 0 0 0 0 11289 123 12060 132 211293 2311 0 0 MAURICE LEE CONDON SVP, COMMUNICATIONS 172902 12098 0 0 0 0 0 0 6065 420 178967 12518 0 0 LAURA MCGOWAN-ROBINSON CHIEF OPERATING OFFICER 147296 2206 0 0 0 0 7991 112 2415 33 157702 2351 0 0 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 168001 14499 0 0 0 0 8405 725 6923 609 183329 15833 0 0 COLIN MILLER SENIOR ADVISOR, POLICY 159650 350 0 0 0 0 9022 21 10933 24 179605 395 0 0 GARY BORDEN SVP, CIVIC AFFAIRS 63386 186614 0 0 0 0 1874 9392 2096 6082 67356 202088 0 0 MILES DURFEE VP, REGIONAL ADVOCACY 129946 26224 0 0 0 0 6506 1313 9736 2143 146188 29680 0 0 PART I, LINE 4A JED WALLACE, FORMER CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $43,938. X 1 1008902 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 MADE AVAILABLE TO THE PUBLIC THROUGH WWW.GUIDESTAR.ORG, A PUBLIC WEBSITE. FORM 990, PART XI, LINE 9: RELATED PARTY REVENUE 1,909,181. RELATED PARTY REIMBURSEMENTS -1,905,066. 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 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 CCSA ADVOCATES A 5670 FMV CCSA ADVOCATES B 515000 FMV CCSA ADVOCATES L 140000 FMV CCSA ADVOCATES N 169349 FMV CCSA ADVOCATES O 1497828 FMV CCSA ADVOCATES Q 242004 FMV