CALIFORNIA CHARTER SCHOOLS ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA CHARTER SCHOOLS ASSOCIATION (EIN 51-0465703)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201403189349302755
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:11:50-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510465703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA CHARTER SCHOOLS ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 2132441446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANNY CORWIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2132441446 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANNY CORWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,120,466 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALCHARTERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE THE NUMBER OF STUDENTS ATTENDING QUALITY CHARTER SCHOOLS IN CALIFORNIA | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,853,286 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,400,670 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,202,806 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,705,999 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$4,020 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,731 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,050,341 | PYTotalRevenueAmt |
| CY Total Revenue | $22,120,466 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,453,350 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,906,940 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,279,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,200,558 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $385,592 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,153,541 | PYOtherExpensesAmt |
| CY Other Expenses | $6,953,886 | CYOtherExpensesAmt |
| PY Total Expenses | $15,886,739 | PYTotalExpensesAmt |
| CY Total Expenses | $19,061,384 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,163,602 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,059,082 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,740,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,193,665 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,431,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,825,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,308,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,367,751 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ASSOCIATION IS TO INCREASE THE NUMBER OF STUDENTS ATTENDING QUALITY CHARTER SCHOOLS IN CALIFORNIA AS QUICKLY AS POSSIBLE BY SECURING POLICY WINS SUPPORTIVE OF CHARTER SCHOOLS AND PROVIDING THE SUPPORTS NECESSARY TO OPEN AND EXPAND QUALITY CHARTER SCHOOLS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,145,362 | ExpenseAmt |
| Grant | $230,000 | GrantAmt |
| Revenue | $1,045,579 | RevenueAmt |
| Desc | ADVOCACY:STATEWIDE ADVOCACY AND CIVIC AFFAIRS: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES SUCH AS AUTHORIZER OVER- REGULATION, FACILITIES AND SPECIAL EDUCATION THROUGH LOCAL ADVOCACY AND GRASSROOTS ORGANIZING OF CHARTER SCHOOL PARENTS AND TEACHERS.GOVERNMENT AFFAIRS: IMPROVES THE POLICY ENVIRONMENT FOR CHARTER SCHOOLS IN CALIFORNIA THROUGH LEGISLATION AND REGULATORY ADVOCACY. CHARTER SCHOOLS LEGAL DEFENSE FUND: LITIGATES KEY ISSUES WHICH SUBSTANTIALLY IMPACT CALIFORNIA'S CHARTER SCHOOL MOVEMENT AND PROVIDES SUPPORT TO CHARTER SCHOOLS SEEKING FACILITIES UNDER PROPOSITION 39 OR FACING UNFAIR TREATMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,743,923 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $2,461,725 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,661,940 | ExpenseAmt |
| Grant | $2,661,940 | GrantAmt |
| Desc | CHARTER SCHOOL GROWTH FUND: THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,369,989 | ExpenseAmt |
| Revenue | $198,695 | RevenueAmt |
| Desc | 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.SCHOOL RISK MANAGEMENT: PROVIDES INSURANCE BROKERAGE AND RISK MANAGEMENT SERVICES TO SCHOOLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,369,989 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $198,695 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,921,214 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNY CORWIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132441446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRIAN BAUER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDY BURTON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAMERON CURRY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROD DAMMEYER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET FORTUNE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| REED HASTINGS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY MCGINITY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE TAVENNER | |||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| CARRIE WALTON PENNER | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| ANA PONCE | |||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER NELSON | |||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JARED WALLACE | |||||||||
| PRESIDENT/CEO | 39.00 | Yes (X) | $310,123 | $0 | $26,209 | 3.00 | Yes (X) | ||
| DANIEL CORWIN | |||||||||
| CFO | 40.00 | $185,926 | $0 | $9,579 | 2.00 | Yes (X) | |||
| KERRY FLANAGAN | |||||||||
| CHIEF OF STAFF | 40.00 | $210,283 | $0 | $16,714 | Yes (X) | ||||
| RICARDO SOTO | |||||||||
| SVP, LEGAL ADVOCACY, & GEN. COUNSEL | 40.00 | $188,924 | $0 | $10,126 | Yes (X) | ||||
| PERI LYNN TURNBULL | |||||||||
| SVP, COMMUNICATIONS | 39.00 | $177,902 | $0 | $19,649 | 1.00 | Yes (X) | |||
| ELIZABETH ROBITAILLE | |||||||||
| SVP, ACHIEVEMENT & PERFORMANCE MGMT | 40.00 | $164,409 | $0 | $21,899 | Yes (X) | ||||
| ALLISON BAJRACHARYA | |||||||||
| SVP, STATEWIDE ADVOCACY | 37.00 | $163,500 | $0 | $18,485 | 3.00 | Yes (X) | |||
| GARY BORDEN | |||||||||
| SVP, CIVIC AFFAIRS | 16.00 | $190,697 | $0 | $16,042 | 24.00 | Yes (X) | |||
| MYRNA CASTREJON | |||||||||
| SVP, GOVERNMENT AFFAIRS | 40.00 | $187,158 | $0 | $10,754 | Yes (X) | ||||
| GINA PLATE | |||||||||
| SENIOR ADVISOR, SPECIAL EDUCATION | 40.00 | $162,013 | $0 | $15,282 | Yes (X) | ||||
| CORRI RAVARE | |||||||||
| DIRECTOR, PARENT ENGAGEMENT | 37.00 | $132,929 | $0 | $7,272 | 3.00 | Yes (X) | |||
| COLIN MILLER | |||||||||
| VP, POLICY | 40.00 | $130,973 | $0 | $20,422 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,204,837 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $192,433 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDUCATION ANALYTICS INC | |||||
| PO BOX 260034 | MADISON | WI | 53726 | ANALYSIS OF STUDENT ACADEMIC GROWTH | $351,800 |
| LATHAM & WATKINS LLP | |||||
| 355 SOUTH GRAND AVE | LOS ANGELES | CA | 90071 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | $288,135 |
| YOUNG MINNEY & CORR LLP | |||||
| 701 UNIVERSITY AVENUE SUITE 150 | SACRAMENTO | CA | 95825 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | $234,899 |
| UNIVERSITY OF OREGON CONTINUATION CENTER | |||||
| 1277 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | CONFERENCE PLANNING SERVICES | $193,182 |
| ALCALA CONSULTING INC | |||||
| 7474 N FIGUEROA ST SECOND FLOOR | EAGLE ROCK | CA | 90041 | IT SUPPORT | $100,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,629,666 | MembershipDuesAmt |
| All Other Contributions | $16,771,004 | AllOtherContributionsAmt |
| Total Contributions | $18,400,670 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBER SERVICE REVENUE | 900099 | $2,400,126 | $2,400,126 |
| ADMIN REIMBURSEMENT REV. | 900099 | $831,071 | $831,071 |
| ADVOCACY REVENUE | 900099 | $276,107 | $276,107 |
| SCHOOL RISK MANAGEMENT REVENUE | 900099 | $128,611 | $128,611 |
| COMM. AND RESEARCH REVENUE | 900099 | $70,084 | $70,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,705,999 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,797 | TotalRevenueColumnAmt |
| Exclusion | $13,797 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,120,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,705,999 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,797 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,896,940 | TotalAmt |
| Program Services | $2,896,940 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,370 | TotalAmt |
| Program Services | $768,935 | ProgramServicesAmt |
| Management And General | $597,271 | ManagementAndGeneralAmt |
| Fundraising | $197,164 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,349,598 | TotalAmt |
| Program Services | $5,379,707 | ProgramServicesAmt |
| Management And General | $856,947 | ManagementAndGeneralAmt |
| Fundraising | $112,944 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,256 | TotalAmt |
| Program Services | $175,886 | ProgramServicesAmt |
| Management And General | $43,048 | ManagementAndGeneralAmt |
| Fundraising | $5,322 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,713 | TotalAmt |
| Program Services | $411,981 | ProgramServicesAmt |
| Management And General | $61,032 | ManagementAndGeneralAmt |
| Fundraising | $11,700 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,621 | TotalAmt |
| Program Services | $470,390 | ProgramServicesAmt |
| Management And General | $92,272 | ManagementAndGeneralAmt |
| Fundraising | $15,959 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,127 | TotalAmt |
| Program Services | $743,656 | ProgramServicesAmt |
| Management And General | $29,471 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,081 | TotalAmt |
| Management And General | $97,081 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,305,106 | TotalAmt |
| Program Services | $1,097,510 | ProgramServicesAmt |
| Management And General | $207,596 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,271 | TotalAmt |
| Program Services | $280,660 | ProgramServicesAmt |
| Management And General | $50,186 | ManagementAndGeneralAmt |
| Fundraising | $8,425 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,495 | TotalAmt |
| Program Services | $368,155 | ProgramServicesAmt |
| Management And General | $58,516 | ManagementAndGeneralAmt |
| Fundraising | $9,824 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,654 | TotalAmt |
| Program Services | $280,977 | ProgramServicesAmt |
| Management And General | $50,242 | ManagementAndGeneralAmt |
| Fundraising | $8,435 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,949 | TotalAmt |
| Program Services | $430,255 | ProgramServicesAmt |
| Management And General | $169,440 | ManagementAndGeneralAmt |
| Fundraising | $12,254 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,001 | TotalAmt |
| Program Services | $823,262 | ProgramServicesAmt |
| Management And General | $129,764 | ManagementAndGeneralAmt |
| Fundraising | $1,975 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,769 | TotalAmt |
| Program Services | $32,071 | ProgramServicesAmt |
| Management And General | $5,735 | ManagementAndGeneralAmt |
| Fundraising | $963 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,058 | TotalAmt |
| Program Services | $39,284 | ProgramServicesAmt |
| Management And General | $28,774 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COMMUNICATION EXPENSE | $218,398 | $197,919 | $20,479 |
| BANK/FINANCE CHARGES | $165,833 | $118,195 | $47,638 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,144 | TotalAmt |
| Program Services | $1,395,431 | ProgramServicesAmt |
| Management And General | $209,086 | ManagementAndGeneralAmt |
| Fundraising | $627 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,061,384 | TotalAmt |
| Program Services | $15,921,214 | ProgramServicesAmt |
| Management And General | $2,754,578 | ManagementAndGeneralAmt |
| Fundraising | $385,592 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,306,652 | BOYAmt |
| EOY | $8,780,849 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,321 | BOYAmt |
| EOY | $643,177 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,500 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,413 | BOYAmt |
| EOY | $194,456 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,491 | BOYAmt |
| EOY | $273,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $278,587 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $157,820 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,707 | BOYAmt |
| EOY | $120,767 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,538,101 | BOYAmt |
| EOY | $12,680,902 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,740,351 | BOYAmt |
| EOY | $23,193,665 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,556 | BOYAmt |
| EOY | $1,127,287 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,025 | BOYAmt |
| EOY | $17,725 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,538,101 | BOYAmt |
| EOY | $12,680,902 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,431,682 | BOYAmt |
| EOY | $13,825,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,036,404 | BOYAmt |
| EOY | $7,710,578 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,265 | BOYAmt |
| EOY | $1,657,173 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,308,669 | BOYAmt |
| EOY | $9,367,751 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,740,351 | BOYAmt |
| EOY | $23,193,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,059,082 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,749,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,690,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,438,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,853,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,400,670 | CurrentTaxYearAmt |
| Total | $64,132,848 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,517,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,235,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,193,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,202,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,705,999 | CurrentTaxYearAmt |
| Total | $18,854,529 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,266,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,925,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,632,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,056,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,106,669 | CurrentTaxYearAmt |
| Total | $82,987,377 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,551,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,180,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,514,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,350,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,650,000 | CurrentTaxYearAmt |
| Total | $50,247,062 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,551,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,180,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,514,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,350,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,650,000 | CurrentTaxYearAmt |
| Total | $50,247,062 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,740,315 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,797 | CurrentTaxYearAmt |
| Total | $36,748 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,797 | CurrentTaxYearAmt |
| Total | $36,748 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | -$1,731 | CurrentTaxYearMinus1YearAmt |
| Total | $2,214 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,278,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,934,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,636,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,056,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,120,466 | CurrentTaxYearAmt |
| Total | $83,026,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.39430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.42800 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,063 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $344,028 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $370,091 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,691,293 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,061,384 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $855,419 | CurrentYearMinus3Amt |
| Current Year Minus2 | $822,642 | CurrentYearMinus2Amt |
| Current Year Minus1 | $944,337 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,622,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,433,597 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $428,805 | CurrentYearMinus3Amt |
| Current Year Minus2 | $339,760 | CurrentYearMinus2Amt |
| Current Year Minus1 | $361,200 | CurrentYearMinus1Amt |
| Current Year | $370,091 | CurrentYearAmt |
| Total | $1,499,856 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $213,855 | CurrentYearMinus3Amt |
| Current Year Minus2 | $205,661 | CurrentYearMinus2Amt |
| Current Year Minus1 | $236,084 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $905,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,358,400 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $49,985 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,693 | CurrentYearMinus2Amt |
| Current Year Minus1 | $89,944 | CurrentYearMinus1Amt |
| Current Year | $26,063 | CurrentYearAmt |
| Total | $171,685 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,016 | DepreciationAmt |
| Book Value | $66,902 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,804 | DepreciationAmt |
| Book Value | $53,865 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $120,767 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FACILITY LOAN LOSS RESERVE | Desc |
| Amt | $12,680,902 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,680,902 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ROCKETSHIP EDUCATION | |||||||||
| 350 TWIN DOLPHIN DRIVE STE 109 | REDWOOD CITY | CA | 94065 | 204040597 | 501(C)3 | $1,027,700 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| SUMMIT PUBLIC SCHOOLS | |||||||||
| 455 5TH AVENUE | REDWOOD CITY | CA | 94603 | 262034843 | 501(C)3 | $463,000 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| KIPP BAY AREA SCHOOLS | |||||||||
| 1404 FRANKLIN STREET 500 | OAKLAND | CA | 94612 | 205010766 | 501(C)3 | $304,760 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| REX AND MARGARET FORTUNE SCHOOL OF EDUCATION | |||||||||
| 2035 HURLEY WAY STE 200 | SACRAMENTO | CA | 95825 | 943187528 | 501(C)3 | $268,000 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| ST HOPE PUBLIC SCHOOLS | |||||||||
| PO BOX 5038 | SACRAMENTO | CA | 95827 | 010582508 | 501(C)3 | $234,000 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| CCSA ADVOCATES | |||||||||
| 1017 L STREET 141 | SACRAMENTO | CA | 95814 | 262318098 | 501(C)4 | $210,000 | FMV | N/A | FUNDS FOR LOBBYING SERVICE PROVIDERS |
| ROCKLIN ACADEMY | |||||||||
| 660 MENLO DRIVE | ROCKLIN | CA | 95765 | 364449502 | 501(C)3 | $180,000 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| DOWNTOWN COLLEGE PREPARATORY | |||||||||
| 1400 PARKMOOR AVE STE 206 | SAN JOSE | CA | 95126 | 770517240 | 501(C)3 | $118,660 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| BEACON EDUCATION NETWORK | |||||||||
| PO BOX 1449 | WATSONVILLE | CA | 95077 | 205155858 | 501(C)3 | $65,820 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS | |||||||||
| 1101 FIFTEENTH STREET NW STE 1010 | WASHINGTON | DC | 20005 | 300274709 | 501(C)3 | $20,000 | FMV | N/A | TO SUPPORT MISSION OF FOSTERING A STRONG CHARTER SECTOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS OF SUSAN STEELMAN BRAGATO SCHOLARSHIPS ARE SELECTED ANNUALLY THROUGH AN APPLICATION PROCESS. A COMMITTEE OF STAFF VOLUNTEERS EVALUATE 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. THE CONTRIBUTIONS MADE TO 501(C)(3)ORGANIZATIONS ARE GRANTED WITH THE UNDERSTANDING THAT THE FUNDS MUST BE EXPENDED FOR CHARITABLE PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JARED WALLACE | ||||||||||||||
| PRESIDENT/CEO | $267,723 | $0 | $0 | $0 | $42,400 | $0 | $15,300 | $0 | $10,909 | $0 | $336,332 | $0 | $0 | $0 |
| DANIEL CORWIN | ||||||||||||||
| CFO | $185,926 | $0 | $0 | $0 | $0 | $0 | $8,824 | $0 | $755 | $0 | $195,505 | $0 | $0 | $0 |
| KERRY FLANAGAN | ||||||||||||||
| CHIEF OF STAFF | $210,283 | $0 | $0 | $0 | $0 | $0 | $11,691 | $0 | $5,023 | $0 | $226,997 | $0 | $0 | $0 |
| RICARDO SOTO | ||||||||||||||
| SVP, LEGAL ADVOCACY, & GEN. COUNSEL | $188,924 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,126 | $0 | $199,050 | $0 | $0 | $0 |
| PERI LYNN TURNBULL | ||||||||||||||
| SVP, COMMUNICATIONS | $177,902 | $0 | $0 | $0 | $0 | $0 | $9,573 | $0 | $10,076 | $0 | $197,551 | $0 | $0 | $0 |
| ELIZABETH ROBITAILLE | ||||||||||||||
| SVP, ACHIEVEMENT & PERFORMANCE MGMT | $164,409 | $0 | $0 | $0 | $0 | $0 | $10,505 | $0 | $11,394 | $0 | $186,308 | $0 | $0 | $0 |
| ALLISON BAJRACHARYA | ||||||||||||||
| SVP, STATEWIDE ADVOCACY | $163,500 | $0 | $0 | $0 | $0 | $0 | $8,754 | $0 | $9,731 | $0 | $181,985 | $0 | $0 | $0 |
| GARY BORDEN | ||||||||||||||
| SVP, CIVIC AFFAIRS | $190,697 | $0 | $0 | $0 | $0 | $0 | $10,584 | $0 | $5,458 | $0 | $206,739 | $0 | $0 | $0 |
| MYRNA CASTREJON | ||||||||||||||
| SVP, GOVERNMENT AFFAIRS | $187,158 | $0 | $0 | $0 | $0 | $0 | $3,200 | $0 | $7,554 | $0 | $197,912 | $0 | $0 | $0 |
| GINA PLATE | ||||||||||||||
| SENIOR ADVISOR, SPECIAL EDUCATION | $162,013 | $0 | $0 | $0 | $0 | $0 | $5,471 | $0 | $9,811 | $0 | $177,295 | $0 | $0 | $0 |
| COLIN MILLER | ||||||||||||||
| VP, POLICY | $126,973 | $0 | $4,000 | $0 | $0 | $0 | $8,362 | $0 | $12,060 | $0 | $151,395 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | COLIN MILLER RECEIVED TWO BONUSES FOR HIS EXCEPTIONAL PERFORMANCE IN 2011-12 AND 2012-13. |
| PART II, LINE 1: | THE OTHER REPORTABLE COMPENSATION FOR JARED WALLACE INCLUDES LOAN FORGIVENESS IN THE AMOUNT OF $42,400. THIS LOAN WAS MADE FOR RELOCATION ASSISTANCE AS PART OF HIS EMPLOYMENT CONTRACT. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARGARET FORTUNE | |||
| BOARD MEMBER OF CCSA | $268,000 | CCSA GAVE A GRANT TO FORTUNE SCHOOL OF EDUCATION OF WHICH MARGARET FORTUNE IS THE PRESIDENT AND CEO. | 0 |
| DIANE TAVENNER | |||
| BOARD MEMBER OF CCSA | $463,000 | CCSA GAVE A GRANT TO SUMMIT PUBLIC SCHOOLS OF WHICH DIANNE TAVENNER IS THE FOUNDER AND CEO. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR COMPREHENSIVE REVIEW. ONCE THE REVIEW IS COMPLETED BY THE COMMITTEE, THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS FOR FEEDBACK AND QUESTIONS BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECT SUPERVISORS AND MEMBERS OF THE EXECUTIVE TEAM MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS. ANY EMPLOYEE WHO IS AWARE OF POSSIBLE VIOLATIONS ARE INSTRUCTED TO NOTIFY HIS OR HER MANAGER, A COMPANY OFFICER, A TRINET HR REPRESENTATIVE, OR GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE CEO/PRESIDENT AND CFO. DURING THE INITIAL COMPENSATION DETERMINATION FOR THE CEO THE SERVICES OF AN INDEPENDENT CONSULTANT WERE USED. |
| 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 AND FINANCIAL STATEMENTS 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL RISK MANAGEMENT LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260330928 | EIN |
| Primary Activities | BUSINESS INSURANCE PRODUCTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $1,390,223 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA CHARTER SCHOOLS ASSOCIATION | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CCSA EWBT | |||||||||
| PO BOX 340580 | SACRAMENTO | CA | 95834 | 616357929 | HEALTH INSURANCE TRUST | CA | 501(C)(9) | N/A | 0 |
| CCSA ADVOCATES | |||||||||
| 1017 L STREET 141 | SACRAMENTO | CA | 95814 | 262318098 | LOBBYING SERVICE PROVIDER | CA | 501(C)(4) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CCSA EMPLOYEE BENEFIT WELFARE TRUST | ||
| D | $301,183 | FMV |
| CCSA ADVOCATES | ||
| B | $210,000 | FMV |
| CCSA ADVOCATES | ||
| N | $156,629 | FMV |
| CCSA ADVOCATES | ||
| O | $527,936 | FMV |
| CCSA ADVOCATES | ||
| Q | $84,907 | FMV |