2018-07-30T15:04:11-05:00 2017-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2017-01-01 300274709 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS NATI 2022892700 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 NINA REES PRESIDENT & CEO 2022892700 2018-05-30 1 AMANDA ADAMS P00748038 7043771678 2017 2022-09-23 18:48:47Z NINA REES 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 13419764 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. 11 11 37 0 0 0 6377830 9150595 3063538 3513907 1992 22073 139373 135202 9582733 12821777 0 0 0 0 3356619 3943328 43404 87198 492875 6148190 6797030 9548213 10827556 34520 1994221 7355265 8957804 1554940 1163258 5800325 7794546 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 4482371 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. 3293041 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. 2245147 3513907 NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE FROM JUNE 11-14, 2017. MORE THAN 4,700 ATTENDEES FROM ACROSS THE COUNTRY GATHERED IN WASHINGTON, D.C. 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. 10020559 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 1 0 0 0 0 1 0 0 0 1 52 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X NATALIE ETHRIDGE 2022892700 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 PAUL PASTOREK CHAIR 1.00 X X 0 0 0 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 CHERYL BROWN HENDERSON DIRECTOR 1.00 X 0 0 0 BRIAN JONES DIRECTOR 1.00 X 0 0 0 JOHN KATZMAN DIRECTOR 1.00 X 0 0 0 MARY LANDRIEU DIRECTOR 1.00 X 0 0 0 DEBORAH MCGRIFF DIRECTOR 1.00 X 0 0 0 CAROL QUILLEN DIRECTOR 1.00 X 0 0 0 GENE WADE DIRECTOR 1.00 X 0 0 0 JED WALLACE DIRECTOR 1.00 X 0 0 0 NINA REES PRESIDENT & CEO 60.00 X 303655 0 38514 ERIC PAISNER CHIEF OF STAFF 50.00 0.50 X 180049 0 43744 PERI LYNN TURNBULL CHIEF EXTERNAL RELATIONS & STRATEGY OFFICER 50.00 X 56680 0 1803 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 50.00 X 187555 0 24746 AMY WILKINS SENIOR VP, ADVOCACY 50.00 X 154653 0 6344 SUSAN PENDERGRASS VP, RESEARCH & EVALUATION 50.00 X 156713 0 9403 NATALIE HASKINS VP, COMMUNICATIONS & MARKETING 50.00 X 143718 0 24054 ANGELA CHRISTOPHE PRODUCER, NATL CHARTER SCHOOLS CONFERENCE 50.00 X 144294 0 33632 NATALIE ETHRIDGE SENIOR DIRECTOR, OPERATIONS 50.00 X 139416 0 14952 KENNETH SIMNICK SENIOR DIRECTOR, STATE ADV 50.00 X 119381 0 20766 1586114 0 217958 15 0 1 0 RALLY 6565 SUNSET BLVD SUITE 400 LOS ANGELES CA 90028 COMMUNICATIONS 625849 THE RICHARDS GROUP 2801 N CENTRAL EXPRESSWAY SUITE 1 DALLAS TX 75204 MARKETING 412909 AMERICAN INSTITUTE FOR RESEARCH PO BOX 28126 NEW YORK NY 10087 RESEARCH 367501 CENTERPLATE 801 MT VERNON PLACE WASHINGTON DC 20001 CATERING 325986 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONSULTING 318922 21 56855 9093740 597987 9150595 CONFERENCE REVENUE 900099 3513907 3513907 3513907 18135 18135 601925 597987 3938 3938 3938 REFUNDS AND OTHER 900099 135202 135202 135202 12821777 3513907 0 157275 X 997743 887471 36632 73640 2415829 2148828 88697 178304 70114 62365 2574 5175 229678 204293 8433 16952 229964 204548 8443 16973 35759 35759 101478 60422 29362 11694 269407 269407 87198 87198 3743376 3732026 7917 3433 110808 109517 28 1263 361116 318530 10565 32021 256611 220225 25915 10471 313796 253136 41516 19144 389261 359138 2327 27796 698387 687759 6614 4014 34691 34691 41539 33284 5650 2605 EQUIPMENT MAINT/REPAIR 375974 373098 1968 908 64827 60753 2790 1284 10827556 10020559 314122 492875 3231989 2168540 3018992 5095566 609780 1239884 231863 59982 184665 274309 316484 240200 59830 76284 18146 43239 7355265 8957804 798848 640052 50000 660222 415124 95870 58082 1554940 1163258 X 4729339 6657164 1070986 1137382 5800325 7794546 7355265 8957804 1994221 0 X 0 1 X 1 0 X 4144051 7321616 4358119 6377830 9150595 31352211 4144051 7321616 4358119 6377830 9150595 31352211 19287162 12065049 2008 1468 1292 1992 18135 24895 43536 120725 147636 139373 135202 586472 31963578 14601277 0.37750 0.31090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 43,536. 2014 AMOUNT: $ 120,725. 2015 AMOUNT: $ 147,636. 2016 AMOUNT: $ 139,373. 2017 AMOUNT: $ 135,202. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 498150 498150 10242208 10740358 687018 171755 0 0 546675 603803 625240 687018 2462736 3694104 406679 218850 111489 498150 1235168 136669 150951 156310 171755 615685 923528 6645 6645 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 48609 9182 186029 119570 66459 72664 72021 643 76284 DEFERRED RENT LIABILITY 58082 58082 X 12821777 0 12821777 0 12821777 10827556 0 10827556 0 10827556 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, 2017 AND 2016. 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, 2017 AND 2016. X X X X 1 AC FITZGERALD & ASSOCIATES PO BOX 321012 ALEXANDRIA VA 22320 PROSPECT RESEARCH 0 0 32802 -32802 COLUMBIA STRATEGIES 1819 N UHLE STREET ARLINGTON VA 22201 FUNDRAISING CONSULTING 0 0 48000 -48000 80802 -80802 VA X X 0 0 0 0 0 0 0 0 0 NINA REES PRESIDENT & CEO 253655 0 50000 0 0 0 18000 0 20514 0 342169 0 0 0 ERIC PAISNER CHIEF OF STAFF 160049 0 20000 0 0 0 18000 0 25744 0 223793 0 0 0 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 172555 0 15000 0 0 0 11423 0 13323 0 212301 0 0 0 AMY WILKINS SENIOR VP, ADVOCACY 154653 0 0 0 0 0 0 0 6344 0 160997 0 0 0 SUSAN PENDERGRASS VP, RESEARCH & EVALUATION 142028 0 10000 0 4685 0 9403 0 0 0 166116 0 0 0 NATALIE HASKINS VP, COMMUNICATIONS & MARKETING 143718 0 0 0 0 0 0 0 24054 0 167772 0 0 0 ANGELA CHRISTOPHE PRODUCER, NATL CHARTER SCHOOLS CONFE 144294 0 0 0 0 0 18000 0 15632 0 177926 0 0 0 NATALIE ETHRIDGE SENIOR DIRECTOR, OPERATIONS 129416 0 10000 0 0 0 8400 0 6552 0 154368 0 0 0 X 1 597987 FAIR MARKET VALUE 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 EXECUTIVE COMMITTEE OF 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 3,691,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,691,624. RECRUITING: PROGRAM SERVICE EXPENSES 10,223. MANAGEMENT AND GENERAL EXPENSES 4,968. FUNDRAISING EXPENSES 1,978. TOTAL EXPENSES 17,169. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 5,353. MANAGEMENT AND GENERAL EXPENSES 2,601. FUNDRAISING EXPENSES 1,036. TOTAL EXPENSES 8,990. PHOTOGRAPHY & VIDEOGRAPHY: PROGRAM SERVICE EXPENSES 7,076. MANAGEMENT AND GENERAL EXPENSES 65. FUNDRAISING EXPENSES 288. TOTAL EXPENSES 7,429. SECURITY: PROGRAM SERVICE EXPENSES 17,750. MANAGEMENT AND GENERAL EXPENSES 283. FUNDRAISING EXPENSES 131. TOTAL EXPENSES 18,164. CHARTER SCHOOLS ACTION FUND 1015 15TH STREET NW SUITE 1000 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