2017-05-15T18:34:04-05:00 2016-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2015-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 DANNY CORWIN CFO 2132441446 2017-05-15 1 LAUREN A HAVERLOCK P00545829 3108731600 2015 2021-01-29 14:40:06Z DANNY CORWIN 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 23061448 0 X WWW.CCSA.ORG X 2003 CA TO SEE ONE MILLION STUDENTS ATTENDING CHARTER PUBLIC SCHOOLS BY 2022 11 10 143 100 0 0 18673238 19929306 4280147 3112773 18775 19369 0 0 22972160 23061448 3925472 4063853 0 0 10663472 11144345 0 0 415582 6190626 7627875 20779570 22836073 2192590 225375 25794869 27006941 14234528 15221225 11560341 11785716 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 9935026 843717 107445 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. 3647128 18000 2996995 MEMBER SERVICES:MEMBERSHIP: MEMBERSHIP FOR CALIFORNIA CHARTER SCHOOLS, DEVELOPERS, SUPPORT ORGANIZATIONS, AND VENDORS.CALIFORNIA CHARTER SCHOOLS CONFERENCE: HOSTS ANNUAL CONFERENCE INSPIRING ACADEMIC EXCELLENCE, OPERATIONAL INTEGRITY AND UNITY AMONG CHARTER SCHOOLS IN CALIFORNIA. 3171410 3171410 CHARTER SCHOOL GROWTH FUND: THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 2523352 30726 8333 RESEARCH AND COMMUNICATIONS:COMMUNICATIONS: THE ASSOCIATION IS A TRUSTED SOURCE OF DATA AND INFORMATION ON CALIFORNIA'S CHARTER SCHOOLS FOR PARENTS, AUTHORIZERS, LEGISLATORS, THE MEDIA, AND OTHER INTEREST GROUPS.ACHIEVEMENT AND PERFORMANCE MANAGEMENT: CONDUCTS SOPHISTICATED DATA ANALYSIS AND RESEARCH TO ADVANCE THE UNDERSTANDING OF CHARTER SCHOOL ACADEMIC PERFORMANCE AND TO ENSURE APPROPRIATE ACCOUNTABILITY WITHIN THE CHARTER MOVEMENT. 2523352 30726 8333 19276916 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 0 0 0 0 0 1 1 1 1 0 1 80 0 1 143 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 CA X DANNY CORWIN 2132441446 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 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 41.00 3.00 X X 306292 9857 28336 CORWIN DANNY CHIEF FINANCIAL OFFICER 38.00 2.00 X 179168 7316 9661 FLANAGAN KERRY CHIEF OF STAFF 39.00 1.00 X 215492 5525 17078 SOTO RICARDO SVP, LEGAL ADVOCACY & GEN. COUNSEL 39.00 1.00 X 202441 279 10073 MCGOWAN-ROBINSON LAURA SVP, REGIONAL ADVOCACY 38.00 2.00 X 158454 6577 11001 ROBITAILLE ELIZABETH SVP, ACHIEVEMENT & PERFORMANCE MGMT 39.00 1.00 X 162124 254 22710 TURNBULL PERI LYNN SVP, COMMUNICATIONS 37.00 3.00 X 162967 14741 20034 WHITMIRE TYLER SVP, ORGANIZING 34.00 6.00 X 131288 19016 15617 ANGEL SARAH MANAGING REGIONAL DIR., LA 38.00 2.00 X 129934 8099 10663 BORDEN GARY SVP, CIVIC AFFAIRS 14.00 26.00 X 86211 154507 20607 CASTREJON MYRNA SVP, GOVERNMENT AFFAIRS (LEFT 02/16) 39.00 1.00 X 212524 2138 18663 DELEEUW SARA MANAGING DIR., FINANCE & DEVELOPMENT 36.00 4.00 X 118450 15078 16260 PLATE GINA SENIOR ADVISOR, SPECIAL ED 39.00 1.00 X 153745 381 19442 2219090 243768 220145 31 0 1 0 YOUNG MINNEY & CORR LLP 655 UNIVERSITY AVENUE SUITE 150 SACRAMENTO CA 95825 LEGAL SERVICES 433390 LATHAM & WATKINS LLP 355 SOUTH GRAND AVENUE LOS ANGELES CA 900711560 LEGAL SERVICES 428399 CENTERPLATECLASSIQUE CATERING 1100 14TH ST SACRAMENTO CA 95814 CONFERENCE CATERING SERVICES 274471 UNIVERSITY OF OREGON CONTINUATION CENTER 1277 UNIVERSITY OF OREGON EUGENE OR 974031277 CONFERENCE EVENT PRODUCTION 218636 T3 EXPO LLC 8 LAKEVILLE BUSINESS PARK LAKEVILLE MA 02347 CONFERENCE EXHIBIT SERVICES 132135 10 1893609 546199 17489498 19929306 MEMBER SERVICE REVENUE 900099 2996995 2996995 ADVOCACY 900099 107445 107445 COMM. AND RESEARCH REVENUE 900099 8333 8333 3112773 19369 19369 23061448 3112773 0 19369 4040677 4040677 23176 23176 1738320 967284 627998 143038 7774368 6429017 1158240 187111 303950 240609 53302 10039 629064 517297 96540 15227 698643 558735 122288 17620 1635137 1603183 31954 51826 51826 1511445 1306287 205158 84360 84360 374815 350754 14389 9672 461037 406893 44085 10059 368675 354348 4556 9771 887544 587142 293175 7227 15065 15065 1423356 1299107 122670 1579 79874 74683 3132 2059 37413 37413 COMMUNICATION EXPENSE 256475 227808 28667 BANK/FINANCE CHARGES 81155 81155 359698 190491 167027 2180 22836073 19276916 3143575 415582 10419322 8820977 1168589 3283735 499220 618623 244456 271502 392683 382500 859281 296850 249032 562431 12821567 13067173 25794869 27006941 1390556 2117352 22405 36700 12821567 13067173 14234528 15221225 X 8725403 6947264 2834938 4838452 11560341 11785716 25794869 27006941 225375 0 X X 0 1 X 1 1 1 X 10438978 10803286 13600671 13826738 16125808 64795481 4084516 2768322 2630650 2735367 3112773 15331628 14523494 13571608 16231321 16562105 19238581 80127109 8514762 7100000 9150000 7732500 7641500 40138762 0 8514762 7100000 9150000 7732500 7641500 40138762 39988347 3779 2439 13797 22073 19369 61457 3779 2439 13797 22073 19369 61457 -1731 -1731 14527273 13572316 16245118 16584178 19257950 80186835 0.49870 0.38970 0.00080 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6489 555211 561700 19133930 19695630 1000000 250000 0 0 944337 1000000 1000000 1000000 3944337 5916506 361200 370091 413204 561700 1706195 236084 250000 250000 250000 986084 1479126 89944 26063 18936 6489 141432 687254 141104 546150 172027 155746 16281 562431 FACILITY LOAN LOSS RESERVE 13067173 13067173 24660822 1599374 1599374 23061448 0 23061448 24435447 1599374 1599374 22836073 0 22836073 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 1,599,374. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 1,599,374. 1 KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET 500 OAKLAND CA 94612 205010766 501(C)(3) 659960 0 FMV N/A ENROLLMENT GROWTH ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY CA 94605 204040597 501(C)(3) 655000 0 FMV N/A ENROLLMENT GROWTH SUMMIT PUBLIC SCHOOLS 455 5TH AVENUE REDWOOD CITY CA 94603 262034843 501(C)(3) 556000 0 FMV N/A ENROLLMENT GROWTH FORTUNE SCHOOLS 2035 HURLEY WAY SUITE 200 SACRAMENTO CA 95825 943187528 501(C)(3) 356850 0 FMV N/A ENROLLMENT GROWTH ROCKLIN ACADEMY 660 MENLO DRIVE ROCKLIN CA 95765 364449502 501(C)(3) 304430 0 FMV N/A ENROLLMENT GROWTH CCSA ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)(4) 285000 0 FMV N/A GRANT TO FUND LOBBYING SERVICE PROVIDERS ACE CHARTER SCHOOL 1100 SHASTA AVENUE 250 SAN JOSE CA 95126 261570590 501(C)(3) 241660 0 FMV N/A ENROLLMENT GROWTH DOWNTOWN COLLEGE PREP 1400 PARKMOOR AVE SAN JOSE CA 95126 770517240 501(C)(3) 231850 0 FMV N/A ENROLLMENT GROWTH VOICES COLLEGE-BOUND LANGUAGE ACADEMIES 14271 STORY RD SAN JOSE CA 95127 204741060 501(C)(3) 82943 17057 FMV PAYMENT OF ATTORNEYS FEES AND COSTS CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT COLLEGE PREPARATORY MIDDLE SCHOOL 5150 JACKSON DR LA MESA CA 91942 272783321 501(C)(3) 72079 2921 FMV PAYMENT OF ATTORNEYS FEES AND COSTS CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT WESTLAKE CHARTER SCHOOL 3800 DEL PASO ROAD SACRAMENTO CA 95834 320149236 501(C)(3) 70000 0 FMV N/A ENROLLMENT GROWTH SCHOLARSHIP PREP 12262 KAYAK STREET MIRA LOMA CA 95706 473943780 501(C)(3) 70000 0 FMV N/A START-UP SUPPORT FOR NEW CHARTER SCHOOL ST HOPE PUBLIC SCHOOLS 2315 34TH STREET SACRAMENTO CA 95817 010582508 501(C)(3) 67610 0 FMV N/A ENROLLMENT GROWTH CEBIA PUBLIC SCHOOLS FOUNDATION 260 WEST RIVERSIDE DRIVE WATSONVILLE CA 95706 464440489 501(C)(3) 28050 0 FMV N/A ENROLLMENT GROWTH NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 1101 FIFTEENTH STREET NW STE 1010 WASHINGTON DC 20005 300274709 501(C)(3) 20000 0 FMV N/A 2016 CONTRIBUTION SOUTHWEST VOTER REGISTRATION EDUCATION PROJECT 320 EL PASO STREET SAN ANTONIO TX 78207 237380570 501(C)(3) 10000 0 FMV N/A EVENT SPONSORSHIP CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE C/O ADVALUE CPA 169 LEISURE WAY VACAVILLE CA 95687 263911734 501(C)(3) 6250 0 FMV N/A EVENT SPONSORSHIP CENTURY HIGH SCHOOL 1860 SIERRA GARDENS DRIVE ROSEVILLE CA 95678 300868568 501(C)(3) 0 8900 FMV PAYMENT OF CONSULTANT'S FEES START-UP SUPPORT FOR NEW CHARTER SCHOOL EPIPHANY PREP SCHOOL OF SAN DIEGO INC 6134 BENSON AVENUE SAN DIEGO CA 92114 275277930 501(C)(3) 0 7100 FMV PAYMENT OF ARCHITECTURAL FEES START-UP SUPPORT FOR NEW CHARTER SCHOOL GLOBAL BUSINESS ACADEMY PO BOX 591 SAN JUAN CAPISTRANO CA 92693 475525582 501(C)(3) 0 7500 FMV PAYMENT OF CONSULTANT'S FEES START-UP SUPPORT FOR NEW CHARTER SCHOOL SHASTA SECONDARY HOME SCHOOL INC 1401 GOLD ST REDDING CA 96001 200263574 501(C)(3) 0 101280 FMV PAYMENT OF ATTORNEYS FEES AND COSTS CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT CHARTHOUSE PUBLIC SCHOOL 3025 WINDMILL CANYON DRIVE CLAYTON CA 94517 471506069 501(C)(3) 0 41005 FMV PAYMENT OF ATTORNEYS FEES AND COSTS CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS 601 S FIGUEROA STREET 4TH FLOOR LOS ANGELES CA 90017 954779029 501(C)(3) 0 100000 FMV PAYMENT OF ATTORNEYS FEES AND OTHER COSTS RELATING TO GRANT PURPOSE CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT 22 1 SCHOLARSHIP 9 18000 FMV N/A CHARTER SCHOOLS LEGAL DEFENSE FUND GRANT 2 5176 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 306292 9857 0 0 0 0 15365 535 12063 373 333720 10765 0 0 CORWIN DANNY CHIEF FINANCIAL OFFICER 179168 7316 0 0 0 0 8741 401 499 20 188408 7737 0 0 FLANAGAN KERRY CHIEF OF STAFF 206140 4877 0 0 9352 648 11931 268 4767 112 232190 5905 0 0 SOTO RICARDO SVP, LEGAL ADVOCACY & GEN. COUNSEL 202441 279 0 0 0 0 0 0 10060 13 212501 292 0 0 MCGOWAN-ROBINSON LAURA SVP, REGIONAL ADVOCACY 158454 6577 0 0 0 0 9507 395 1055 44 169016 7016 0 0 ROBITAILLE ELIZABETH SVP, ACHIEVEMENT & PERFORMANCE MGMT 162124 254 0 0 0 0 10494 15 12183 18 184801 287 0 0 TURNBULL PERI LYNN SVP, COMMUNICATIONS 162967 14741 0 0 0 0 9190 798 9271 775 181428 16314 0 0 WHITMIRE TYLER SVP, ORGANIZING 131288 19016 0 0 0 0 7937 1141 5754 785 144979 20942 0 0 BORDEN GARY SVP, CIVIC AFFAIRS 86211 154507 0 0 0 0 3624 7371 3390 6222 93225 168100 0 0 CASTREJON MYRNA SVP, GOVERNMENT AFFAIRS (LEFT 02/16) 145890 1770 0 0 66634 368 9513 87 8980 83 231017 2308 0 0 PLATE GINA SENIOR ADVISOR, SPECIAL ED 153745 381 0 0 0 0 9456 23 9939 24 173140 428 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES ANY COMPENSATION PACKAGES FOR THE CEO/PRESIDENT. 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 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 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 CCSA ADVOCATES B 285000 FMV CCSA ADVOCATES N 244558 FMV CCSA ADVOCATES O 1170721 FMV CCSA ADVOCATES Q 184096 FMV CCSA ADVOCATES L 140000 FMV