2019-11-15T12:51:03-06:00 2018-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2018-01-01 300274709 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS NATI 2022892700 1425 K STREET NW NO 900 WASHINGTON DC 20005 NINA REES PRESIDENT & CEO 2022892700 2019-11-15 1 RAYMOND BARBAGALLO P00173692 7043771678 50.76.6.125 2019-11-15 10:37:04 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2DF66D12B427748EA1D905593407B360F81CECD2 2018 2020-04-17 16:48:07Z X NINA REES 1425 K STREET NW NO 900 WASHINGTON DC 20005 11528068 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. 14 14 38 0 0 31394 9150595 8081112 3513907 3247927 22073 43116 135202 155913 12821777 11528068 0 0 0 0 3943328 4154029 87198 88963 479454 6797030 7722213 10827556 11965205 1994221 -437137 8957804 9296900 1163258 1439491 7794546 7857409 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 4303236 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. 3707929 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. 2341463 3247927 NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE FROM JUNE 17-20, 2018. MORE THAN 4,400 ATTENDEES FROM ACROSS THE COUNTRY GATHERED IN AUSTIN, TX 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. 10352628 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 59 0 1 38 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 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 ANDREW BROY DIRECTOR 1.00 X 0 0 0 JEB BUSH JR DIRECTOR 1.00 X 0 0 0 MOCTESUMA ESPARAZA DIRECTOR 1.00 X 0 0 0 SHIRLEY FRANKLIN DIRECTOR 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 0 0 0 MIKE MURPHY DIRECTOR 1.00 X 0 0 0 PAUL PASTOREK 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 NINA REES PRESIDENT & CEO 60.00 X 303342 0 33676 ERIC PAISNER CHIEF OPERATING OFFICER 50.00 0.50 X 207873 0 30747 PERI LYNN TURNBULL CHIEF EXTERNAL RELATIONS & STRATEGY OFFICER 50.00 X 217201 0 36255 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 50.00 X 178615 0 20504 AMY WILKIMS SENIOR VP, ADVOCACY 50.00 1.00 X 225173 0 39390 NATALIE ETHERIDGE SENIOR DIRECTOR, OPERATIONS 50.00 X 147391 0 17377 ANGELA CHRISTOPHE PRODUCER, NATIONAL CHARTER SCHOOLS CONFERENCE 50.00 X 161377 0 35084 KENNETH R SIMNICK SENIOR DIRECTOR, STATE ADVOCACY 50.00 X 123353 0 16229 LISA GROVER SENIOR DIRECTOR, STATE ADVOCACY 50.00 X 121349 0 855 RONALD RICE SENIOR DIRECTOR, GOVERNMENT RELATIONS 50.00 X 114816 0 15066 1800490 0 245183 13 0 1 0 RALLY 10474 SANTA MONICA BLVD SUITE 405 LOS ANGELES CA 90025 CONSULTING 1261163 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONSULTING 312155 LEVY PREMIUM FOODSERVICE LLC 500 E CESAR CHAVEZ ST AUSTIN TX 78701 CATERING 256507 AMERICAN INSTITUTE FOR RESEARCH PO BOX 28126 NEW YORK NY 10087 RESEARCH 213898 RENITA K THUKRAL 375 TEXAS STREET SAN FRANCISCO CA 94107 CONSULTING 201331 15 283906 7797206 8081112 CONFERENCE REVENUE 900099 3247927 3247927 3247927 43116 43116 REBATES 900009 103000 103000 SMALL EVENT REGISTRATIONS 900009 45486 45486 FACILITIES PROJECT - COLORADO 900009 4600 4600 2827 2827 155913 11528068 3247927 0 199029 X 1292776 956760 249680 86336 2298629 1701174 443945 153510 52182 38619 10078 3485 279959 207192 54070 18697 230483 170577 44514 15392 43236 43236 166119 151638 11297 3184 284024 284024 88963 88963 4240994 3960500 275719 4775 360390 359646 744 429143 389187 39956 142120 137719 3429 972 310358 283728 26630 613628 580577 33051 668489 667334 1155 2871 2620 251 40391 40391 17811 16980 831 EQUIPMENT MAINT/REPAIR 402639 401117 0 1522 11965205 10352628 1133123 479454 2168540 3726439 5095566 2953433 1239884 2083159 59982 41717 274309 445650 317218 270716 76284 46502 43239 0 8957804 9296900 640052 1110901 50000 415124 314568 58082 14022 1163258 1439491 X 6657164 6665114 1137382 1192295 7794546 7857409 8957804 9296900 -437137 500000 0 X 0 1 X 1 0 X 7321616 4358119 6377830 9650595 8081112 35789272 7321616 4358119 6377830 9650595 8081112 35789272 20469717 15319555 1468 1292 1992 18135 43116 66003 120725 147636 139373 135202 155913 698849 36554124 15474606 0.41910 0.37750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 120,725. 2015 AMOUNT: $ 147,636. 2016 AMOUNT: $ 139,373. 2017 AMOUNT: $ 135,202. 2018 AMOUNT: $ 155,913. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35939 287151 323090 11553152 11876242 743812 185953 0 0 603803 625240 687018 743812 2659873 3989810 218850 111489 498150 323090 1151579 150951 156310 171755 185953 664969 997454 35939 35939 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. 57791 55489 2302 186763 142563 44200 72664 72664 0 46502 DEFERRED RENT LIABILITY 14022 14022 X 11528068 0 11528068 0 11528068 11965205 0 11965205 0 11965205 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, 2018 AND 2017. 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, 2018 AND 2017. X X X X 1 AC FITZGERALD & ASSOCIATES PO BOX 321012 ALEXANDRIA VA 22320 PROSPECT RESEARCH 0 0 12500 -12500 COLUMBIA STRATEGIES 1819 N UHLE STREET ARLINGTON VA 22201 FUNDRAISING CONSULTING 0 0 66563 -66563 PERDONO LLC 629 5TH ST NE WASHINGTON DC 20002 CONSULTING 0 0 8500 -8500 87563 -87563 VA X X 0 0 0 0 0 0 0 0 0 NINA REES PRESIDENT & CEO 253342 0 50000 0 0 0 18500 0 15176 0 337018 0 0 0 ERIC PAISNER CHIEF OPERATING OFFICER 187873 0 20000 0 0 0 18500 0 12247 0 238620 0 0 0 PERI LYNN TURNBULL CHIEF EXTERNAL RELATIONS & STRATEGY 217201 0 0 0 0 0 24500 0 11755 0 253456 0 0 0 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 168615 0 10000 0 0 0 11123 0 9381 0 199119 0 0 0 AMY WILKIMS SENIOR VP, ADVOCACY 225173 0 0 0 0 0 24000 0 15390 0 264563 0 0 0 NATALIE ETHERIDGE SENIOR DIRECTOR, OPERATIONS 137141 0 10250 0 0 0 9015 0 8362 0 164768 0 0 0 ANGELA CHRISTOPHE PRODUCER, NATIONAL CHARTER SCHOOLS C 133317 0 28060 0 0 0 24500 0 10584 0 196461 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 OF STAFF AND THE CEO AND PRESIDENT. THE DRAFT IS SENT TO THE FINANCE COMMITTEE AND THEN TO THE BOARD FOR FINAL APPROVAL. THE BOARD REVIEWS THE DRAFT, AND IF THE BOARD COMMUNICATES NO CHANGES, THEN APPROVES THE 990. THE SENIOR DIRECTOR OF FINANCE 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, WITHOUT AN EXPLICIT BOARD VOTE, WHERE CONFLICTED DIRECTOR RECUSES HIMSELF OR HERSELF. FURTHER, THE BOARD MUST APPROVE CONTRACTS WITH ORGANIZATIONS EMPLOYING DIRECTORS, AND 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 3,778,059. MANAGEMENT AND GENERAL EXPENSES 274,581. FUNDRAISING EXPENSES 4,207. TOTAL EXPENSES 4,056,847. RECRUITING: PROGRAM SERVICE EXPENSES 2,079. MANAGEMENT AND GENERAL EXPENSES 155. FUNDRAISING EXPENSES 44. TOTAL EXPENSES 2,278. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 13,189. MANAGEMENT AND GENERAL EXPENSES 983. FUNDRAISING EXPENSES 277. TOTAL EXPENSES 14,449. PHOTOGRAPHY & VIDEOGRAPHY: PROGRAM SERVICE EXPENSES 165,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 61. TOTAL EXPENSES 165,292. SECURITY: PROGRAM SERVICE EXPENSES 1,942. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 186. TOTAL EXPENSES 2,128. FORM 990, PAGE 12, PART XI, LINE 8 DURING THE YEAR ENDED DECEMBER 31, 2018, THE NATIONAL ALLIANCE IDENTIFIED THAT AN UNCONDITIONAL CONTRIBUTION WAS RECEIVED BUT NOT RECOGNIZED IN REVENUE IN THE PRIOR PERIOD. NET ASSETS WITH DONOR RESTRICTION AND THE CHANGE IN NET ASSETS AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2017, WERE INCREASED BY $500,000 TO REFLECT THIS ADJUSTMENT. THERE IS NO IMPACT TO NET ASSETS AS OF DECEMBER 31, 2018. 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