2015-08-05T15:32:50-05:00 2014-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2014-01-01 300274709 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS NATI 2022892700 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 NINA REES PRESIDENT & CEO 2022892700 2015-07-08 1 KELLIANNE F BENSON P01345659 7043771678 2014 2016-04-25 22:37:26Z NINA REES 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 10271752 0 X WWW.PUBLICCHARTERS.ORG X 2004 DC TO EDUCATE THE PUBLIC ON THE VALUE OF PUBLIC CHARTER SCHOOLS. 14 14 33 17 0 0 4144051 7390122 2374598 2759437 2008 1468 43536 120725 6564193 10271752 0 0 0 0 2501242 2694822 0 10066 460320 4551952 5195308 7053194 7900196 -489001 2371556 6067522 8711710 925548 1198180 5141974 7513530 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 1537862 120725 FEDERAL ADVOCACY AND STATE ADVOCACY AND SUPPORT: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.NAPCS ALSO WORKS FOR STATE POLICIES THAT SUPPORT THE GROWTH AND QUALITY OF PUBLIC CHARTER SCHOOLS. NAPCS EDUCATES ORGANIZATIONS AND INDIVIDUALS IN STATES ABOUT HOW STATE CHARTER LAWS CAN BEST SUPPORT HIGH-QUALITY PUBLIC CHARTER SCHOOL GROWTH, PARTICULARLY IN STATES WITHOUT CHARTER LAWS AND IN STATES WITH THE WEAKEST, MOST EGREGIOUS CHARTER LAWS; ASSESSES STATE CHARTER LAWS FOR THEIR FOCUS ON QUALITY AND FIDELITY OF IMPLEMENTATION; AND PROVIDES CALIBRATED ASSISTANCE TO CHARTER SUPPORT ORGANIZATIONS IN THEIR WORK TO SUPPORT THE GROWTH OF HIGH-QUALITY PUBLIC CHARTER SCHOOLS. 1720174 2759437 NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE FROM JUNE 29-JULY 2, 2014. MORE THAN 4,500 ATTENDEES FROM ACROSS THE COUNTRY GATHERED IN LAS VEGAS, NEVADA 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. 3644185 VOICE OF THE SECTOR/COMMUNICATIONS & MEDIA: NAPCS HAS CONTINUED TO DELIVER EVIDENCE BASED INFORMATION AND MESSAGES BY PROACTIVELY WORKING WITH MEDIA, AND BY DISSEMINATING ITS ISSUE 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 POLICYMAKERS. 6902221 1 1 0 1 0 0 0 0 0 0 1 1 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 56 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X THE ORGANIZATION 2022892700 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 SARA STEINHARDT BERMAN DIRECTOR 1.00 0.00 X 0 0 0 JEB BUSH JR DIRECTOR 1.00 0.00 X 0 0 0 MOCTESUMA ESPARAZA DIRECTOR 1.00 0.00 X 0 0 0 SEN TIM HUTCHINSON DIRECTOR 1.00 0.00 X 0 0 0 JOHN KATZMAN DIRECTOR 1.00 0.00 X 0 0 0 JOHN LOCK DIRECTOR 1.00 0.00 X 0 0 0 LYDIA LOGAN DIRECTOR 1.00 0.00 X 0 0 0 DR MICHAEL LOMAX DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER NELSON DIRECTOR 1.00 0.00 X 0 0 0 DAN QUISENBERRY DIRECTOR 1.00 0.00 X 0 0 0 GENE WADE DIRECTOR 1.00 0.00 X 0 0 0 JED WALLANCE DIRECTOR 1.00 0.00 X 0 0 0 FERNANDO ZULUETA DIRECTOR 1.00 0.00 X 0 0 0 BRIAN JONES CHAIR 1.00 0.00 X X 0 0 0 CAROL QUILLEN VICE CHAIR 1.00 0.00 X X 0 0 0 DEBORAH MCGRIFF SECRETARY 1.00 0.00 X X 0 0 0 GOV JANE SWIFT TREASURER 1.00 0.00 X X 0 0 0 NINA REES PRESIDENT & CEO 60.00 0.50 X 294271 0 32475 ERIC PAISNER CHIEF OF STAFF 50.00 0.50 X 151475 0 24591 REGINA MAHONY SENIOR VP, GOVERNMENT RELATIONS 50.00 0.00 X 193000 0 20378 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 50.00 0.00 X 164357 0 22489 ANGELA CHRISTOPHE DIRECTOR, PROGRAMS 50.00 0.00 X 113434 0 14730 NATALIE ETHRIDGE SENIOR DIRECTOR, FINANCE & OPERATIONS 50.00 0.00 X 107520 0 8491 KENNETH SIMNICK SENIOR DIRECTOR, STATE ADVOCACY 50.00 0.00 X 110728 0 21541 1134785 0 144695 7 0 1 0 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 EVENT SUPPORT AND LOGISTICS 260445 CTB MCGRAW HILL LOCKBOX 71545 CHICAGO IL 60694 TESTING SERVICES 195000 DAN KATZIR 8128 TIANNA RD LOS ANGELES CA 90046 PROGRAM CONSULTING 161923 PENN HILL GROUP 777 6TH ST NW SUITE 650 WASHINGTON DC 20001 ADVOCACY & POLICY SERVICES 154000 THE RABEN GROUP 1640 RHODE ISLAND AVE NW SUITE 600 WASHINGTON DC 20036 ADVOCACY & POLICY SERVICES 147871 9 119766 7270356 7390122 CONFERENCE REVENUE 900099 2759437 2759437 2759437 1468 1468 MISCELLANEOUS INCOME 900099 120725 120725 120725 10271752 2880162 0 1468 X 651628 384125 186620 80883 1334049 1225743 588 107718 32562 29231 869 2462 579998 520664 15474 43860 96585 86704 2577 7304 34771 30788 3983 18744 18744 208372 208372 10066 10066 2582438 2386727 76506 119205 156736 156368 368 10858 5545 2242 3071 474734 373531 99762 1441 411826 370660 7285 33881 818178 787191 12321 18666 100801 100801 1519 1519 PRINTING & PUBLICATIONS 97449 72361 140 24948 DUES & SUBSCRIPTIONS 88742 80032 2444 6266 MERCHANT STATEMENT FEES 76780 77295 -595 80 LICENSE FEES 13071 12672 399 100289 94212 5976 101 7900196 6902221 537655 460320 2991596 3628421 1786408 1237803 37891 2179198 13035 21588 118108 143070 346214 200864 174632 145350 930598 1350331 15254 5949 6067522 8711710 277937 439109 494602 616005 153009 143066 925548 1198180 X 4733544 5443163 408430 2070367 5141974 7513530 6067522 8711710 2371556 0 X X 0 1 X 1 0 X 6535182 5309505 3818128 4144051 7390122 27196988 6535182 5309505 3818128 4144051 7390122 27196988 17658072 9538916 25241 10502 2835 2008 1468 42054 4160 17579 36213 43536 120725 222213 27461255 9000546 0.34740 0.35130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6645 400034 406679 7526819 7933498 546675 136669 0 0 547971 611642 505320 546675 2211608 3317412 188700 304989 413219 406679 1313587 136993 152911 126330 136669 552903 829355 75227 6645 81872 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. 54592 27935 26657 291622 172929 118693 145350 SUMMIT CASH RESERVES 1350331 F 1350331 DEFERRED RENT INCENTIVE 143066 143066 X 10305054 33302 33302 10271752 0 10271752 7933498 33302 33302 7900196 0 7900196 PART X, LINE 2: THE 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 ALLIANCE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2014 AND 2013. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ALLIANCE HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2014 AND 2013. SHOULD THE TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ALLIANCE'S 2012, 2013, AND 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. X X X X X 1 ANNE LEWIS STRATEGIES 1140 19TH ST NW SUITE 300 WASHINGTON DC 20036 FUNDRAISING CONSULTING 0 10066 21250 -11184 THE STELLEITHEE GROUP 1774 HOBART STREET NW WASHINGTON DC 20009 FUNDRAISING CONSULTING 0 0 30000 -30000 AMERICAN PHILANTHROPIC 18 N CHURCH ST 2 WEST CHESTER PA 19380 FUNDRAISING CONSULTING 0 0 26250 -26250 CRAIG KENNEDY 3503 QUEBEC STREET NW WASHINGTON DC 20016 FUNDRAISING CONSULTING 0 0 5000 -5000 10066 82500 -72434 X X X 0 0 0 0 0 0 0 0 0 NINA REES PRESIDENT & CEO 244271 0 50000 0 0 0 17500 0 14975 0 326746 0 0 0 ERIC PAISNER CHIEF OF STAFF 136475 0 15000 0 0 0 9573 0 15018 0 176066 0 0 0 REGINA MAHONY SENIOR VP, GOVERNMENT RELATIONS 178000 0 15000 0 0 0 11079 0 9299 0 213378 0 0 0 TODD ZIEBARTH SENIOR VP, STATE ADVOCACY 149357 0 15000 0 0 0 10331 0 12158 0 186846 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JED WALLACE, A DIRECTOR, HAS A BUSINESS RELATIONSHIP WITH CHRISTOPHER NELSON, A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A THE STATE LEADERS COUNCIL SERVES AS A FULL VOTING MEMBER OF THE BOARD. THE BOARD TERM OF THE CHAIR OF THE STATE LEADERS COUNCIL WILL BE TERMINATED AT THE SAME TIME AS HIS OR HER SERVICE AS CHAIR OF THE STATE LEADERS COUNCIL. FORM 990, PART VI, SECTION B, LINE 11 THE INDEPENDENT ACCOUNTANT PREPARES THE 990 AND SENDS A DRAFT TO NAPCS. THE FIRST REVIEW IS DONE BY THE FINANCE MANAGER AND THE VP, OPERATIONS. THE CEO & PRESIDENT APPROVE THE FINAL DRAFT AND THE FORM IS SENT TO THE ENTIRE BOARD. THE BOARD REVIEWS THE DRAFT, AND IF THE BOARD COMMUNICATES NO CHANGES, THEN APPROVES THE 990. THE FINANCE MANAGER 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 ON AN ANNUAL BASIS 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 PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,386,727. MANAGEMENT AND GENERAL EXPENSES 76,506. FUNDRAISING EXPENSES 119,205. TOTAL EXPENSES 2,582,438. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0