2020-10-16T13:04:23-05:00 2019-12-31 560574444 CHERRY BEKAERT LLP 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2019-01-01 300274709 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS NATI 2022892700 1425 K STREET NW NO 900 WASHINGTON DC 20005 NINA REES PRESIDENT & CEO 2022892700 2020-10-05 1 RAYMOND BARBAGALLO P00173692 3015899000 71.244.202.254 2020-10-05 13:31:15 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2DF66D12B427748EA1D905593407B360F81CECD2 2019 2021-01-29 14:40:06Z NINA REES 1425 K STREET NW NO 900 WASHINGTON DC 20005 16255666 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. 15 14 35 0 0 0 8081112 12400704 3247927 3595516 43116 59908 155913 199538 11528068 16255666 0 0 0 0 4154029 4307124 88963 147743 589340 7722213 9213510 11965205 13668377 -437137 2587289 9296900 12776207 1439491 2331509 7857409 10444698 X THE NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS IS THE LEADING NATIONAL NONPROFIT ORGANIZATION COMMITTED TO 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 6012009 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. IN 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. 3214419 COMMUNICATIONS & 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. 2758887 3595516 NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE FROM JUNE 30-JULY 3, 2019. MORE THAN 4,500 ATTENDEES FROM ACROSS THE COUNTRY GATHERED IN LAS VEGAS, NV 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. 11985315 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 85 0 1 35 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X ERIC PAISNER 2022892700 1425 K STREET NW NO 900 WASHINGTON DC 20005 PAUL PASTOREK CHAIR 1.00 X 0 0 0 SHIRLEY FRANKLIN VICE-CHAIR 1.00 X 0 0 0 BRIAN JONES DIRECTOR 1.00 X 0 0 0 BILL KURTZ DIRECTOR 1.00 X 0 0 0 MARK LAMPKIN DIRECTOR 1.00 X 0 0 0 MARY LANDRIEU DIRECTOR 1.00 X 20000 0 0 MIKE MURPHY DIRECTOR 1.00 X 0 0 0 ANDREW BROY DIRECTOR 1.00 X 0 0 0 ANA PONCE DIRECTOR 1.00 X 0 0 0 CAROL QUILLEN DIRECTOR 1.00 X 0 0 0 TOM TOKELSON DIRECTOR 1.00 X 0 0 0 GENE WADE DIRECTOR 1.00 X 0 0 0 MOCTESUMA ESPARAZA DIRECTOR 1.00 X 0 0 0 JOANNE WEISS TREASURER 1.00 X 0 0 0 JEB BUSH JR SECRETARY 1.00 X 0 0 0 NINA REES PRESIDENT & CEO 60.00 X 303440 0 31897 ERIC PAISNER CHIEF OPERATING OFFICER 50.00 0.50 X 208110 0 32789 PERI LYNN TURNBULL CHIEF EXTERNAL RELATIONS & STRATEGY OFFICER 50.00 X 172898 0 28028 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 50.00 X 183773 0 21652 AMY WILKINS SENIOR VP, ADVOCACY 50.00 1.00 X 224224 0 41187 NATALIE ETHRIDGE SENIOR DIRECTOR, OPERATIONS 50.00 X 161168 0 16179 ANGELA CHRISTOPHE PRODUCER, NAT'L CHARTER SCHOOLS CONFERENCE 50.00 X 173635 0 34282 NATHAN BARRETT SENIOR DIRECTOR, RESEARCH & EVALUATION 50.00 X 150747 0 13524 CHRISTINE WOLFE VP, POLICY & PLANNING 50.00 X 127880 0 16468 JESSICA MORFFI SENIOR DIRECTOR, POLICY & PLANNING 50.00 2.00 X 134000 0 17419 1859875 0 253425 15 0 1 0 RALLY 10474 SANTA MONICA BLVD SUITE 405 LOS ANGELES CA 90025 PR CONSULTANT/VIDEO CONTENT PRODUCERS 847960 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE PLANNING & EXECUTION SUPPORT 355162 BENENSON STRATEGY GROUP 777 3RD AVE 33RD FLOOR NEW YORK NY 10017 MESSAGING RESEARCH & POLLING EXPERTISE 284473 ERNST & YOUNG 200 PLAZA DRIVE SECAUCUS NJ 07094 RESEARCH & ANALYSIS CONSULTING 265317 MARK MEDEMA 3505 CAMERON MILLS ROAD ALEXANDRIA VA 22305 PROGRAM DIRECTOR FOR FACILITY RESEARCH C 209422 17 957413 11443291 12400704 CONFERENCE REVENUE 900099 3595516 3595516 3595516 59908 59908 REBATES 900009 120864 120864 SMALL EVENT REGISTRATIONS 900009 57000 57000 DATA SERVICES 900009 17000 17000 4674 4674 199538 16255666 3595516 0 259446 X 1247998 917655 229126 101217 2439098 1917534 345445 176119 41349 32507 5856 2986 332810 261643 47136 24031 245869 193294 34822 17753 85670 36113 49557 182263 182263 490450 490450 147743 147743 5034165 4973505 59660 1000 153479 153479 672851 583479 42698 46674 54749 46128 4331 4290 436734 369386 33835 33513 582475 537585 14028 30862 1415255 1392675 22133 447 85549 72076 6769 6704 19870 7806 16063 -3999 13668377 11985315 1093722 589340 3726439 4260431 2953433 3707599 2083159 3465636 41717 7865 445650 481360 1078571 225255 46502 853316 9296900 12776207 1110901 945858 314568 339958 14022 1045693 1439491 2331509 X 6665114 8038727 1192295 2405971 7857409 10444698 9296900 12776207 2587289 0 X 0 1 X 1 1 1 X 4358119 6377830 9650595 8081112 12400704 40868360 4358119 6377830 9650595 8081112 12400704 40868360 21897821 18970539 1292 1992 18135 43116 59908 124443 147636 139373 135202 155913 199538 777662 41770465 16242179 0.45420 0.41910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 147,636. 2016 AMOUNT: $ 139,373. 2017 AMOUNT: $ 135,202. 2018 AMOUNT: $ 155,913. 2019 AMOUNT: $ 199,538. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8748 531619 540367 12980267 13520634 826032 206508 0 0 625240 687018 743812 826032 2882102 4323153 111489 498150 323090 540367 1473096 156310 171755 185953 206508 720526 1080789 35939 8748 44687 SCHEDULE C SUPPLEMENTAL INFORMATION PART IV 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. 715392 43231 672161 195380 168543 26837 167799 13481 154318 853316 DEFERRED RENT LIABILITY 1045693 1045693 X 16330666 75000 75000 16255666 0 16255666 13743377 75000 75000 13668377 0 13668377 PART X, LINE 2: THE NATIONAL ALLIANCE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. MANAGEMENT BELIEVES THAT THE NATIONAL ALLIANCE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2019 AND 2018. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE NATIONAL ALLIANCE HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2019 AND 2018. X X X X 1 AC FITZGERALD & ASSOCIATES PO BOX 321012 ALEXANDRIA VA 22320 PROSPECT RESEARCH 0 0 10800 10800 PERDONO LLC 629 5TH ST NE WASHINGTON DC 20002 CONSULTING ADVISE FOR SPONSORSHIP EVENTS 0 0 25000 25000 COPILEVITZ LAM & RANEY 310 W 20TH ST SUITE 300 KANSAS CITY MO 64108 LEGAL/COMPLIANCE SUPPORT TO REGISTER IN STATES FOR DEVELOPME 0 0 8607 8607 RAD CAMPAIGN 1627 CONNECTICUT AVE NW WASHINGTON DC 20009 TECHNOLOGY PROVIDER/WEBSITE 0 0 16000 16000 60407 60407 VA X X 0 0 0 0 0 0 0 0 0 NINA REES PRESIDENT & CEO 253440 0 50000 0 0 0 18600 0 13297 0 335337 0 0 0 ERIC PAISNER CHIEF OPERATING OFFICER 188110 0 20000 0 0 0 19000 0 13789 0 240899 0 0 0 PERI LYNN TURNBULL CHIEF EXTERNAL RELATIONS & STRATEGY 172898 0 0 0 0 0 19792 0 8236 0 200926 0 0 0 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 173773 0 10000 0 0 0 11423 0 10229 0 205425 0 0 0 AMY WILKINS SENIOR VP, ADVOCACY 224224 0 0 0 0 0 25000 0 16187 0 265411 0 0 0 NATALIE ETHRIDGE SENIOR DIRECTOR, OPERATIONS 148668 0 12500 0 0 0 9870 0 6309 0 177347 0 0 0 ANGELA CHRISTOPHE PRODUCER, NAT'L CHARTER SCHOOLS CONF 137286 0 36349 0 0 0 25000 0 9282 0 207917 0 0 0 NATHAN BARRETT SENIOR DIRECTOR, RESEARCH & EVALUATI 138747 0 12000 0 0 0 5320 0 8204 0 164271 0 0 0 JESSICA MORFFI SENIOR DIRECTOR, POLICY & PLANNING 124000 0 10000 0 0 0 8040 0 9379 0 151419 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT ACCOUNTANT PREPARES THE 990 AND SENDS A DRAFT TO NAPCS. THE FIRST REVIEW IS DONE BY THE SENIOR DIRECTOR OF FINANCE, CHIEF OPERATING OFFICER AND THE CEO AND PRESIDENT. THE DRAFT IS SENT TO THE FINANCE COMMITTEE AND THEN TO THE BOARD FOR FINAL REVIEW. THE BOARD REVIEWS THE DRAFT. IF THE BOARD COMMUNICATES NO CHANGES, THE CHIEF OPERATING OFFICER COMMUNICATES THAT FINAL DRAFT WAS APPROVED AND THE INDEPENDENT ACCOUNTANT FILES THE FORM WITH IRS. 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 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION LEVEL FOR THE CEO. 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. ALL DELIBERATIONS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,922,245. MANAGEMENT AND GENERAL EXPENSES 47,875. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 4,971,120. RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,199. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,199. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,420. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,420. PHOTOGRAPHY & VIDEOGRAPHY: PROGRAM SERVICE EXPENSES 32,679. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,679. SECURITY: PROGRAM SERVICE EXPENSES 18,581. MANAGEMENT AND GENERAL EXPENSES 1,166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,747. CHARTER SCHOOLS ACTION FUND 1425 K STREET NW SUITE 900 WASHINGTON DC 20005 472045681 SOCIAL WELFARE TO AMPLIFY WORK OF 501(C)(3) DC 501(C)(4) NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0