2018-05-15T17:03:47-05:00 2017-06-30 951777440 Green Hasson & Janks LLP 10990 Wilshire Blvd 16th Floor Los Angeles CA 900243929 990 2016-07-01 510465703 California Charter Schools Association CALI 2132441446 250 E 1st Street 10th Floor Los Angeles CA 90012 Sara M deLeeuw CFO 2132441446 2018-05-15 1 Lizbeth Nevarez P01399868 3108731600 2016 2022-09-23 18:48:47Z Sara M deLeeuw 250 E 1st Street 10th Floor Los Angeles CA 90012 25407679 0 X WWW.CCSA.ORG X 2003 CA To see one million students attending charter public schools by 2022 12 11 178 1875 0 0 19929306 20742685 3112773 2669438 19369 -19040 0 33826 23061448 23426909 4063853 3529406 0 0 11144345 11666431 0 0 409513 7627875 9084934 22836073 24280771 225375 -853862 27006941 25436182 15221225 14504328 11785716 10931854 X The mission of CCSA is to see one million students attending charter public schools by 2022, with charter public schools outperforming non-charter public schools on every measure. 0 0 11442552 626524 47400 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. 3838254 45092 2619038 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. 2889139 3000 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. 2857790 2857790 CHARTER SCHOOL GROWTH FUND: The Charter School Growth Fund is a program designed to accelerate charter school growth in California. 2857790 2857790 21027735 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 75 0 1 178 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Sara deLeeuw 2136344248 250 E 1st Street 10th Floor Los Angeles CA 90012 BAUER BRIAN DIRECTOR 2.00 0.00 X 0 0 0 BORREGO MALKA DIRECTOR 2.00 0.00 X 0 0 0 CURRY CAMERON DIRECTOR 2.00 0.00 X 0 0 0 FORTUNE MARGARET DIRECTOR 2.00 0.00 X 0 0 0 KIMBALL KRISTI DIRECTOR 2.00 0.00 X 0 0 0 KINGSLAND NEERAV DIRECTOR 2.00 0.00 X 0 0 0 MCGINITY GREGORY DIRECTOR 2.00 0.00 X 0 0 0 TAVENNER DIANE CHAIR 2.00 2.00 X X 0 0 0 WILLIAMS JOE VICE-CHAIR 2.00 2.00 X X 0 0 0 PONCE ANA SECRETARY 2.00 0.00 X X 0 0 0 NELSON CHRISTOPHER TREASURER 2.00 0.00 X X 0 0 0 WALLACE JED CEO/PRESIDENT 42.00 2.00 X X 312822 12178 31418 SOTO RICARDO SVP, LEGAL ADVOCACY & GEN. COUNSEL 39.00 1.00 X 222526 2474 12217 FLANAGAN KERRY CHIEF OF STAFF 38.00 2.00 X 209953 10047 19069 CORWIN DANNY CHIEF FINANCIAL OFFICER 38.00 2.00 X 179041 7278 10699 ROBITAILLE ELIZABETH SVP, ACHIEVEMENT & PERFORMANCE MGMT 39.00 1.00 X 179523 477 24757 TURNBULL PERI LYNN SVP, COMMUNICATIONS & KNOWLEDGE MGMT 36.00 4.00 X 177676 17324 21874 MCGOWAN-ROBINSON LAURA SVP, REGIONAL ADVOCACY 38.00 2.00 X 164576 5424 12741 MILLER COLIN SENIOR ADVISOR, POLICY 39.00 1.00 X 160694 562 19553 PLATE GINA SENIOR ADVISOR, SPECIAL ED 39.00 1.00 X 159418 582 21261 WHITMIRE TYLER SVP, ORGANIZING 38.00 2.00 X 133637 7260 19580 BORDEN GARY SVP, CIVIC AFFAIRS 15.00 25.00 X 96280 153720 19895 MARQUEZ CARLOS SVP, GOVERNMENT AFFAIRS 21.00 19.00 X 89202 51298 15421 2085348 268624 228485 30 0 1 0 Latham & Watkins LLP 355 South Grand Avenue Los Angeles CA 900711560 Legal Services 1398935 Young Minney & Corr LLP 655 University Avenue Suite 150 Sacramento CA 95825 legal Services 742075 SMG FOOD AND BEVERAGE LLC 300 EAST OCEAN BLVD long beach CA 90802 Conference Catering Services 424405 BRUNSWICK GROUP LLC 245 PARK AVENUE 14TH FLOOR new york NY 10167 communications consulting 363651 University of Oregon Continuation Center 1277 University of Oregon Eugene OR 974031277 Conference event production 306164 12 2034862 250000 511943 17945880 1991184 20742685 Member SErvice Revenue 900099 2619038 2619038 ADVOCACY 900099 47400 47400 Comm. and Research Revenue 900099 3000 3000 2669438 19395 19395 21547 21547 1942335 1980770 -38435 -38435 -38435 other income 900099 12279 12279 12279 23426909 2669438 0 14786 3503978 3503978 25428 25428 1699700 896653 566987 236060 8308355 7380882 821765 105708 339017 294199 38747 6071 643319 572434 58120 12765 676040 601823 66408 7809 2449440 2324403 125037 56566 56566 1803885 1640270 163615 79732 79732 313839 268842 38451 6546 475513 415164 49154 11195 480533 411636 58874 10023 941050 662547 269954 8549 15079 15079 1605839 1445291 159668 880 95301 81637 11676 1988 44328 44328 communication expense 256088 230468 25620 Bank/Finance Charges 79432 79432 388309 177269 209121 1919 24280771 21027735 2843523 409513 8820977 8127960 3283735 2091925 618623 904962 271502 270321 382500 528084 873225 407110 562431 466115 13067173 13046815 27006941 25436182 2117352 1455509 36700 2004 13067173 13046815 15221225 14504328 X 6947264 5688545 4838452 5243309 11785716 10931854 27006941 25436182 -853862 0 X X 0 1 X 1 1 1 X 13853286 18400671 18673238 19929308 20742685 91599188 2768322 2630650 2735367 3112773 2669438 13916550 16621608 21031321 21408605 23042081 23412123 105515738 7100000 9150000 7732500 7641500 7469500 39093500 0 7100000 9150000 7732500 7641500 7469500 39093500 66422238 2439 13797 22073 19369 40942 98620 2439 13797 22073 19369 40942 98620 -1731 12279 10548 16622316 21045118 21430678 23061450 23465344 105624906 0.62890 0.49870 0.00090 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22834 866650 889484 22981773 23871257 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 370091 413204 561700 889484 2234479 250000 250000 250000 250000 1000000 1500000 26063 18936 6489 22834 74322 SCHEDULE C, PART II-A, LINE 1A AND 1B: The organization paid a grant to CCSA Advocates to lobby on state legislation relating to charter schools. CCSA also hosted its annual Advocay Day, organized and conducted legislative visits, and issued calls to action to members and other stakeholders in support or opposition of legislation and measures impacting the charter school movement. 687254 240708 446546 185971 166402 19569 466115 facility loan loss reserve 13046815 13046815 26272838 2807494 2807494 23465344 -38435 -38435 23426909 27126700 38435 2807494 2845929 24280771 0 24280771 Part XI, Line 2d - Other Adjustments: related party revenue 2,807,494. Part XI, Line 4b - Other Adjustments: LOSS ON SALE OF SECURITIES -38,435. Part XII, Line 2d - Other Adjustments: related party expenses 2,807,494. 1 CCSA Advocates 1017 L Street 141 SACRAMENTO CA 95814 262318098 501(c)4 365000 Grant to fund lobbying service providers Rocketship Education 350 Twin Dolphin Drive Suite 109 REDWOOD CITY CA 94065 204040597 501(c)3 678000 Enrollment growth KIPP Bay Area Schools 1404 Franklin Street 500 OAKLAND CA 94612 205010766 501(c)3 583370 Enrollment growth Summit Public Schools 455 5th Avenue REDWOOD CITY CA 94603 262034843 501(c)3 473540 Enrollment growth Downtown College Prep 1400 Parkmoor Ave SAN JOSE CA 95126 770517240 501(c)3 439000 Enrollment growth Fortune Schools 2035 Hurley Way Suite 200 SACRAMENTO CA 95825 943187528 501(c)3 200350 Enrollment growth Rocklin Academy 660 Menlo Drive ROCKLIN CA 95765 364449502 501(c)3 174000 Enrollment growth Shasta Charter Academy (Shasta Secondary Home School) 307 Park Marina Cir REDDING CA 96001 200263574 501(c)3 172455 FMV Payment of Attorneys Fees and Costs Charter Schools Legal Defense Fund grant River Charter Schools PO BOX 303 CLARKSBURG CA 95612 680628793 501(c)3 165000 Enrollment growth ACE Charter School 1100 Shasta Avenue 250 SAN JOSE CA 95126 261570590 501(c)3 82990 Enrollment growth St Hope Public Schools 2315 34th Street SACRAMENTO CA 95817 010582508 501(c)3 61540 Enrollment growth National Alliance for Public Charter Schools 1101 Fifteenth Street NW Ste 1010 WASHINGTON DC 20005 300274709 501(c)3 20000 2017 Contribution College Preparatory Middle School 5150 Jackson Dr A LA MESA CA 91942 272783321 501(c)3 16317 FMV Payment of attorneys fees and costs Charter Schools Legal Defense Fund grant California Leadership Institute and Mentoring Bridge (CLIMB) 1232 Q Street Suite 200 SACRAMENTO CA 95811 274979842 501(c)3 10000 Event Sponsorship Vista Public Schools 2900 W Temple St LOS ANGELES CA 90026 272860204 501(c)3 10000 Start-up support for new charter school Unity Middle College High School 960 North Tustin Street 239 ORANGE CA 92867 475042958 501(c)3 6664 FMV Payment of architectural fees Start-up support for new charter school 15 1 Scholarship 10 20000 N/A Charter Schools Legal Defense Fund grant 2 5428 FMV Payment of attorneys' fees and costs 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 0 0 0 0 0 0 0 0 0 WALLACE JED CEO/PRESIDENT 312822 12178 0 0 0 0 15411 489 14928 590 343161 13257 0 0 SOTO RICARDO SVP, LEGAL ADVOCACY & GEN. COUNSEL 222526 2474 0 0 0 0 0 0 12079 138 234605 2612 0 0 FLANAGAN KERRY CHIEF OF STAFF 209953 10047 0 0 0 0 11772 568 6417 312 228142 10927 0 0 CORWIN DANNY CHIEF FINANCIAL OFFICER 179041 7278 0 0 0 0 8810 332 1496 61 189347 7671 0 0 ROBITAILLE ELIZABETH SVP, ACHIEVEMENT & PERFORMANCE MGMT 179523 477 0 0 0 0 10780 29 13910 38 204213 544 0 0 TURNBULL PERI LYNN SVP, COMMUNICATIONS & KNOWLEDGE MGMT 177676 17324 0 0 0 0 8992 914 10887 1081 197555 19319 0 0 MCGOWAN-ROBINSON LAURA SVP, REGIONAL ADVOCACY 164576 5424 0 0 0 0 9886 322 2453 80 176915 5826 0 0 MILLER COLIN SENIOR ADVISOR, POLICY 160694 562 0 0 0 0 8868 34 10614 37 180176 633 0 0 PLATE GINA SENIOR ADVISOR, SPECIAL ED 159418 582 0 0 0 0 9577 35 11606 43 180601 660 0 0 WHITMIRE TYLER SVP, ORGANIZING 133637 7260 0 0 0 0 8020 438 10625 497 152282 8195 0 0 BORDEN GARY SVP, CIVIC AFFAIRS 96280 153720 0 0 0 0 4259 6649 3264 5723 103803 166092 0 0 MARQUEZ CARLOS SVP, GOVERNMENT AFFAIRS 89202 51298 0 0 0 0 5354 3079 4069 2919 98625 57296 0 0 X 1 1991184 FMV 0 0 0 Part I, Column (b): Non cash contributions 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. COMPENSATION FOR OTHER OFFICERS IS REVIEWED ANNUALLY IN CONNECTION WITH PERFORMANCE REVIEW PROCESS. 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 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 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 ccsa advocates B 365000 fmv ccsa advocates C 250000 fmv ccsa advocates L 140000 fmv ccsa advocates N 420606 fmv ccsa advocates O 1948042 FMV Ccsa advocates Q 438847 FMV