STRATEGY STUDIO / PUBLIC DATA EXPLORER

CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES (EIN 26-2318098)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201811359349313741
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T18:47:03-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951777440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Green Hasson & Janks LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110990 Wilshire Blvd 16th FloorAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900243929ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262318098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California Charter Schools AssociationBusinessNameLine1Txt
Business Name Line2AdvocatesBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone2132441446PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11017 L Street No 141AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary BordenPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone2132441446PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLizbeth NevarezPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGary BordenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11017 L Street No 141AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,750,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.ccsaadvocates.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS, ELECT PUBLIC OFFICIALS WHO SUPPORT CALIFORNIA CHARTER SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CHARTER SCHOOL MOVEMENT.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,986,335PYContributionsGrantsAmt
CY Contributions Grants$1,750,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,986,335PYTotalRevenueAmt
CY Total Revenue$1,750,000CYTotalRevenueAmt
PY Grants And Similar Paid$48,250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$699,814CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,130,952PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,656,338CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$61,963PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$31,991CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$100,162CYTotalFundraisingExpenseAmt
PY Other Expenses$1,757,937PYOtherExpensesAmt
CY Other Expenses$2,541,280CYOtherExpensesAmt
PY Total Expenses$2,999,102PYTotalExpensesAmt
CY Total Expenses$4,929,423CYTotalExpensesAmt
PY Revenues Less Expenses$987,233PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,179,423CYRevenuesLessExpensesAmt
Total Assets BOY$3,994,007TotalAssetsBOYAmt
Total Assets EOY$1,362,301TotalAssetsEOYAmt
Total Liabilities BOY$672,152TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,219,869TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,321,855NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$142,432NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS, ELECT PUBLIC OFFICIALS WHO SUPPORT CALIFORNIA CHARTER SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CHARTER SCHOOL MOVEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,222,555ExpenseAmt
Grant$444,000GrantAmt
DescCreating a network of charter school supporters and activists and increasing the involvement of the charter school community in the political process.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$733,657ExpenseAmt
Grant$232,500GrantAmt
DescLOBBYING ACTIVITIES TO INFLUENCE LEGISLATION, ADMINISTRATIVE ACTIONS,AND BALLOT AND BOND MEASURES WHICH IMPACT CALIFORNIA CHARTER SCHOOLS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,020,407ExpenseAmt
Grant$23,314GrantAmt
DescGrowing the influence of the California charter school movement and electing public officials who support California charter schools.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,976,619TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sara DeLeeuwBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2136344248PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 E 1ST STREET STE 1000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90012ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
GRIMM-MARSHALL BARBARA
DIRECTOR2.000.00Yes (X)$0$0$0
PETRUZZI MARCO
DIRECTOR2.000.00Yes (X)$0$0$0
SUMIDA IRENE
DIRECTOR2.000.00Yes (X)$0$0$0
WALLACE JED
DIRECTOR4.0042.00Yes (X)$12,178$312,822$31,418
TAVENNER DIANE
CHAIR2.002.00Yes (X)$0$0$0Yes (X)
WILLIAMS JOE
VICE CHAIR2.002.00Yes (X)$0$0$0Yes (X)
ELLIOT JACKIE
TREASURER2.000.00Yes (X)$0$0$0Yes (X)
BORDEN GARY
EXECUTIVE DIRECTOR25.0015.00$153,720$96,280$19,896Yes (X)
SOTO RICARDO
SVP, LEGAL ADVOCACY & GEN. COUNSEL1.0039.00$2,474$222,526$12,216Yes (X)
CORWIN DANNY
CHIEF FINANCIAL OFFICER2.0038.00$7,278$179,041$10,699Yes (X)
FLANAGAN KERRY
CHIEF OF STAFF2.0038.00$10,047$209,953$19,069Yes (X)
TURNBULL PERI LYNN
SVP, COMMUNICATIONS4.0036.00$17,324$177,676$21,875Yes (X)
WHITMIRE TYLER
SVP, ORGANIZING2.0038.00$7,260$133,637$19,580Yes (X)
MCGOWAN-ROBINSON LAURA
SVP, REGIONAL ADVOCACY2.0038.00$5,424$164,576$12,741Yes (X)
ROBITAILLE ELIZABETH
SVP, ACHIEVEMENT & PERFORMANCE MGMT1.0039.00$477$179,523$24,756Yes (X)
MILLER COLIN
SENIOR ADVISOR, POLICY1.0039.00$562$160,694$19,553Yes (X)
PLATE GINA
SENIOR ADVISOR, SPECIAL ED1.0039.00$582$159,418$21,261Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$217,326TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,996,146TotReportableCompRltdOrgAmt
Total Other Compensation$213,064TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Mercury Public Affairs LLC
250 Greenwhich Street 36th FlNEW YORKNY10007CONSULTING AND LOBBYING SERVICES$267,500
RALLY CAMPAIGNS
9171 WILSHIRE BLVD STE 400BEVERLY HILLSCA90210CONSULTING SERVICES$169,000
501 STRATEGIES LLC
300 MONTGOMERY ST suite 789SAN FRANCISCOCA94104CONSULTING SERVICES$148,892
MVM Strategy Group LLC
1121 L Street Suite 607SACRAMENTOCA95814Lobbying services$120,000
RIMYLAN ENTERPRISES LLC
PO BOX 540 TIMES SQUARE STATIONNEW YORKNY10108DATA SERVICES$115,429
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Related Organizations$365,000RelatedOrganizationsAmt
All Other Contributions$1,385,000AllOtherContributionsAmt
Total Contributions$1,750,000TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,750,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$699,814TotalAmt
Program Services$699,814ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$252,263TotalAmt
Program Services$110,971ProgramServicesAmt
Management And General$104,919ManagementAndGeneralAmt
Fundraising$36,373FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,158,983TotalAmt
Program Services$1,024,142ProgramServicesAmt
Management And General$114,247ManagementAndGeneralAmt
Fundraising$20,594FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$51,600TotalAmt
Program Services$44,793ProgramServicesAmt
Management And General$6,323ManagementAndGeneralAmt
Fundraising$484FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,851TotalAmt
Program Services$85,509ProgramServicesAmt
Management And General$9,865ManagementAndGeneralAmt
Fundraising$1,477FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$96,641TotalAmt
Program Services$85,998ProgramServicesAmt
Management And General$8,860ManagementAndGeneralAmt
Fundraising$1,783FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$26,621TotalAmt
Management And General$26,621ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$186,749TotalAmt
Management And General$186,749ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$359,396TotalAmt
Program Services$359,396ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$31,991TotalAmt
Fundraising$31,991FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,049,269TotalAmt
Program Services$1,049,269ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,981TotalAmt
Program Services$4,162ProgramServicesAmt
Management And General$27,819ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$397,159TotalAmt
Program Services$64,208ProgramServicesAmt
Management And General$332,951ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,378TotalAmt
Program Services$7,942ProgramServicesAmt
Management And General$4,585ManagementAndGeneralAmt
Fundraising$4,851FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$147,959TotalAmt
Program Services$130,901ProgramServicesAmt
Management And General$15,451ManagementAndGeneralAmt
Fundraising$1,607FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$80,660TotalAmt
Program Services$75,218ProgramServicesAmt
Management And General$5,274ManagementAndGeneralAmt
Fundraising$168FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,668TotalAmt
Management And General$5,668ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOther ExpensesDesc
Total$238,440TotalAmt
Program Services$234,296ProgramServicesAmt
Management And General$3,310ManagementAndGeneralAmt
Fundraising$834FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,929,423TotalAmt
Program Services$3,976,619ProgramServicesAmt
Management And General$852,642ManagementAndGeneralAmt
Fundraising$100,162FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,873,412BOYAmt
EOY$413,089EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$109,092BOYAmt
EOY$941,611EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,503BOYAmt
EOY$7,601EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,994,007BOYAmt
EOY$1,362,301EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$110,036BOYAmt
EOY$143,665EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$562,116BOYAmt
EOY$1,076,204EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$672,152BOYAmt
EOY$1,219,869EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,196,606BOYAmt
EOY$131,364EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$125,249BOYAmt
EOY$11,068EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,321,855BOYAmt
EOY$142,432EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,994,007BOYAmt
EOY$1,362,301EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,179,423ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$2,020,407PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Expended527 Activities$2,000,407Expended527ActivitiesAmt
Internal Funds Contributed$20,000InternalFundsContributedAmt
Total Exempt Function Expend$2,020,407TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
Fresno Charter Advocates for Great Public Schools
1787 tribute road suite ksacramentoCA95815811784335$5,000
Contra Costa Charter Advocates for Great Public Schools
1787 tribute road suite ksacramentoCA95815813448437$5,000
Sonoma County Charter Advocates for Great Public Schools
1787 tribute road suite ksacramentoCA95815813908441$5,000
Jim Brulte's Republican Party Campaign
4254 foxborough drivefontanaCA92336$5,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I-A, Line 1:FormAndLineReferenceDesc
ExplanationPOLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Descrelated party payableDesc
Amt$1,076,204Amt
FieldValueIRS element (for citing)
Total Liability$1,076,204TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,623,873TotalRevEtcAuditedFinclStmtAmt
Other Revenue$873,873OtherRevenueAmt
Revenue Not Reported$873,873RevenueNotReportedAmt
Revenue Subtotal$1,750,000RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,750,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,803,296TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$873,873OtherExpensesIncludedAmt
Expenses Not Reported$873,873ExpensesNotReportedAmt
Expenses Subtotal$4,929,423ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,929,423TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part XI, Line 2d - Other Adjustments:RELATED PARTY REVENUE 873,873.
Part XII, Line 2d - Other Adjustments:RELATED PARTY EXPENSES 873,873.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonCIC Consulting - Cari IshamPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1183 FRANCE STREETAddressLine1Txt
CitySONOMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd
FieldValueIRS element (for citing)
ActivityFundraising ConsultingActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$42,500RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$42,500TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
California Charter Schools Association
250 E 1st Street Ste 1000los angelesCA90012510465703501c3$250,000Grant for civic engagement activities
California Charter Schools Association
250 E 1st Street Ste 1000los angelesCA90012510465703501c3$140,000Event sponsorship
Equality California
3701 Wilshire Blvd Suite 725los angelesCA90010954708781501c4$50,000Contribution
Friends of Oakland Public Schools
333 Market StreetoaklandCA94607943206596527$70,000Contribution for issues advocacy
Friends of Chico Schools Yes on K 2016
College Avenue Suite FoaklandCA94618813892023501c4$30,000Contribution for issues advocacy
For the Future of West County Children
1022 Libertyel cerritoCA94530999999999n/a$30,000Contribution for issues advocacy
Save Our City Alameda No on B1 2016
928 Taylor AvenuealamedaCA94501814007338N/A$35,000Contribution for issues advocacy
Californians for a 21st Century Economy
3605 Long Beach Blvd Suite 426long beachCA90807473313521527$20,000Contribution for issues advocacy
Families for Sacramento City Schools
1787 Tribute Road Suite KsacramentoCA95815813368117N/A$15,000Contribution for issues advocacy
Keep Los Altos Schools Strong Yes on GG
460 Van Burenlos altosCA94022275027386501c4$7,500Contribution for issues advocacy
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationUSE OF FUNDS DONATED TO 527 ORGANIZATIONS IS MONITORED THROUGH THE CAL-ACCESS WEBSITE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WALLACE JED
DIRECTOR$12,178$312,822$0$0$0$0$489$15,411$590$14,928$13,257$343,161$0$0
BORDEN GARY
EXECUTIVE DIRECTOR$153,720$96,280$0$0$0$0$6,649$4,259$5,723$3,265$166,092$103,804$0$0
SOTO RICARDO
SVP, LEGAL ADVOCACY & GEN. COUNSEL$2,474$222,526$0$0$0$0$0$0$137$12,079$2,611$234,605$0$0
CORWIN DANNY
CHIEF FINANCIAL OFFICER$7,278$179,041$0$0$0$0$332$8,810$61$1,496$7,671$189,347$0$0
FLANAGAN KERRY
CHIEF OF STAFF$10,047$209,953$0$0$0$0$568$11,772$312$6,417$10,927$228,142$0$0
TURNBULL PERI LYNN
SVP, COMMUNICATIONS$17,324$177,676$0$0$0$0$915$8,992$1,081$10,887$19,320$197,555$0$0
WHITMIRE TYLER
SVP, ORGANIZING$7,260$133,637$0$0$0$0$438$8,020$497$10,625$8,195$152,282$0$0
MCGOWAN-ROBINSON LAURA
SVP, REGIONAL ADVOCACY$5,424$164,576$0$0$0$0$322$9,886$80$2,453$5,826$176,915$0$0
ROBITAILLE ELIZABETH
SVP, ACHIEVEMENT & PERFORMANCE MGMT$477$179,523$0$0$0$0$29$10,780$38$13,909$544$204,212$0$0
MILLER COLIN
SENIOR ADVISOR, POLICY$562$160,694$0$0$0$0$34$8,868$37$10,614$633$180,176$0$0
PLATE GINA
SENIOR ADVISOR, SPECIAL ED$582$159,418$0$0$0$0$35$9,577$43$11,606$660$180,601$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 3FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS A SHARED RESOURCES AGREEMENT TO SHARE EMPLOYEES. THE SHARED EMPLOYEES TRACK AND REPORT THEIR TIME AND THE CCSA ADVOCATES 501(C)(4) REIMBURSES THE CCSA 501(C)(3) FOR THE TIME AND OVERHEAD OF THE EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 7bTHE SELECTION OF DIRECTORS IS A GOVERNANCE DECISION RESERVED TO THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION, AND ANY AMENDMENTS TO CCSA ADVOCATES' ARTICLES OF INCORPORATION OR BYLAWS REQUIRE THE APPROVAL OF THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION.
Form 990, Part VI, Section B, line 11bTHE FORM 990 IS PREPARED BY A CPA FIRM. IT IS REVIEWED AND APPROVED BY THE ORGANIZATION AND DISTRIBUTED TO THE BOARD MEMBERS PRIOR TO SUBMISSION.
Form 990, Part VI, Section B, line 12cThe 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 15aTHE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST.
Form 990, Part IX, line 11gConsultants and contractor services: Program service expenses 293,032. Management and general expenses 0. Fundraising expenses 0. Total expenses 293,032. Polling and research: Program service expenses 756,237. Management and general expenses 0. Fundraising expenses 0. Total expenses 756,237.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CA CHARTER SCHOOLS ASSOCIATION
250 E 1ST STREET 10TH FLLOS ANGELESCA90012510465703CHARITABLE ACTIVITYCA501(c)(3)509 (A)(2)N/A0
CA CHARTER SCHOOLS ADV IEC
455 CAPITOL MALL STE 600SACRAMENTOCA95814452613909INDEPENDENT EXPENDITURES SUPPORTING/OPPOSING CANDIDATESCA527N/A0
CHARTER SCHOOLS PAC
455 CAPITOL MALL STE 600SACRAMENTOCA95814261434738SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
Charter Community PAC
455 CAPITOL MALL STE 600SACRAMENTOCA95814471639191SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
B$250,000FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
C$365,000FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
M$140,000FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
N$420,606FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
O$1,948,042FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
P$438,847FMV
CA CHARTERS ADV IEC
Q$865,955FMV