2014-11-14T10:11:50-06:00 2014-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2013-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 DANNY CORWIN CFO 2132441446 2014-11-07 1 RICHARD L RUVELSON P00234075 3108731600 2013 2015-11-30 17:44:51Z DANNY CORWIN 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 22120466 0 X WWW.CALCHARTERS.ORG X 2003 CA TO INCREASE THE NUMBER OF STUDENTS ATTENDING QUALITY CHARTER SCHOOLS IN CALIFORNIA 12 9 103 29 0 0 13853286 18400670 3202806 3705999 -4020 13797 -1731 0 17050341 22120466 2453350 2906940 0 0 8279848 9200558 0 0 385592 5153541 6953886 15886739 19061384 1163602 3059082 19740351 23193665 13431682 13825914 6308669 9367751 X 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. 0 0 7145362 230000 1045579 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. 2743923 15000 2461725 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. 2661940 2661940 CHARTER SCHOOL GROWTH FUND: THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 3369989 198695 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. 3369989 198695 15921214 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 71 0 103 1 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DANNY CORWIN 2132441446 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 BRIAN BAUER DIRECTOR 2.00 X 0 0 0 JUDY BURTON DIRECTOR 2.00 X 0 0 0 CAMERON CURRY DIRECTOR 2.00 X 0 0 0 ROD DAMMEYER DIRECTOR 2.00 X 0 0 0 MARGARET FORTUNE DIRECTOR 2.00 X 0 0 0 REED HASTINGS DIRECTOR 2.00 X 0 0 0 GREGORY MCGINITY DIRECTOR 2.00 X 0 0 0 DIANE TAVENNER CHAIR 2.00 2.00 X 0 0 0 CARRIE WALTON PENNER VICE CHAIR 2.00 2.00 X 0 0 0 ANA PONCE SECRETARY 2.00 X 0 0 0 CHRISTOPHER NELSON TREASURER 2.00 X 0 0 0 JARED WALLACE PRESIDENT/CEO 39.00 3.00 X X 310123 0 26209 DANIEL CORWIN CFO 40.00 2.00 X 185926 0 9579 KERRY FLANAGAN CHIEF OF STAFF 40.00 X 210283 0 16714 RICARDO SOTO SVP, LEGAL ADVOCACY, & GEN. COUNSEL 40.00 X 188924 0 10126 PERI LYNN TURNBULL SVP, COMMUNICATIONS 39.00 1.00 X 177902 0 19649 ELIZABETH ROBITAILLE SVP, ACHIEVEMENT & PERFORMANCE MGMT 40.00 X 164409 0 21899 ALLISON BAJRACHARYA SVP, STATEWIDE ADVOCACY 37.00 3.00 X 163500 0 18485 GARY BORDEN SVP, CIVIC AFFAIRS 16.00 24.00 X 190697 0 16042 MYRNA CASTREJON SVP, GOVERNMENT AFFAIRS 40.00 X 187158 0 10754 GINA PLATE SENIOR ADVISOR, SPECIAL EDUCATION 40.00 X 162013 0 15282 CORRI RAVARE DIRECTOR, PARENT ENGAGEMENT 37.00 3.00 X 132929 0 7272 COLIN MILLER VP, POLICY 40.00 X 130973 0 20422 2204837 0 192433 22 0 1 0 EDUCATION ANALYTICS INC PO BOX 260034 MADISON WI 53726 ANALYSIS OF STUDENT ACADEMIC GROWTH 351800 LATHAM & WATKINS LLP 355 SOUTH GRAND AVE LOS ANGELES CA 90071 OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND 288135 YOUNG MINNEY & CORR LLP 701 UNIVERSITY AVENUE SUITE 150 SACRAMENTO CA 95825 OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND 234899 UNIVERSITY OF OREGON CONTINUATION CENTER 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE PLANNING SERVICES 193182 ALCALA CONSULTING INC 7474 N FIGUEROA ST SECOND FLOOR EAGLE ROCK CA 90041 IT SUPPORT 100278 5 1629666 16771004 18400670 MEMBER SERVICE REVENUE 900099 2400126 2400126 ADMIN REIMBURSEMENT REV. 900099 831071 831071 ADVOCACY REVENUE 900099 276107 276107 SCHOOL RISK MANAGEMENT REVENUE 900099 128611 128611 COMM. AND RESEARCH REVENUE 900099 70084 70084 3705999 13797 13797 22120466 3705999 0 13797 2896940 2896940 10000 10000 1563370 768935 597271 197164 6349598 5379707 856947 112944 224256 175886 43048 5322 484713 411981 61032 11700 578621 470390 92272 15959 773127 743656 29471 97081 97081 1305106 1097510 207596 339271 280660 50186 8425 436495 368155 58516 9824 339654 280977 50242 8435 611949 430255 169440 12254 955001 823262 129764 1975 38769 32071 5735 963 68058 39284 28774 COMMUNICATION EXPENSE 218398 197919 20479 BANK/FINANCE CHARGES 165833 118195 47638 1605144 1395431 209086 627 19061384 15921214 2754578 385592 166 0 5306652 8780849 600000 500000 708321 643177 40500 228413 194456 173491 273514 278587 157820 144707 120767 12538101 12680902 19740351 23193665 881556 1127287 12025 17725 12538101 12680902 13431682 13825914 X 5036404 7710578 1272265 1657173 6308669 9367751 19740351 23193665 3059082 0 X X 0 1 X 1 1 1 X 10749644 10690270 10438978 13853286 18400670 64132848 3517108 4235226 4193390 3202806 3705999 18854529 14266752 14925496 14632368 17056092 22106669 82987377 7551362 8180938 8514762 11350000 14650000 50247062 0 7551362 8180938 8514762 11350000 14650000 50247062 32740315 9779 6954 3779 2439 13797 36748 9779 6954 3779 2439 13797 36748 1748 2197 -1731 2214 14278279 14934647 14636147 17056800 22120466 83026339 0.39430 0.42800 0.00040 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26063 344028 370091 18691293 19061384 1000000 250000 0 0 855419 822642 944337 1000000 3622398 5433597 428805 339760 361200 370091 1499856 213855 205661 236084 250000 905600 1358400 49985 5693 89944 26063 171685 115918 49016 66902 162669 108804 53865 120767 FACILITY LOAN LOSS RESERVE 12680902 12680902 1 ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DRIVE STE 109 REDWOOD CITY CA 94065 204040597 501(C)3 1027700 FMV N/A TO SUPPORT GROWTH IN SCHOOL ENROLLMENT SUMMIT PUBLIC SCHOOLS 455 5TH AVENUE REDWOOD CITY CA 94603 262034843 501(C)3 463000 FMV N/A TO SUPPORT GROWTH IN SCHOOL ENROLLMENT KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET 500 OAKLAND CA 94612 205010766 501(C)3 304760 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 268000 FMV N/A TO SUPPORT GROWTH IN SCHOOL ENROLLMENT ST HOPE PUBLIC SCHOOLS PO BOX 5038 SACRAMENTO CA 95827 010582508 501(C)3 234000 FMV N/A TO SUPPORT GROWTH IN SCHOOL ENROLLMENT CCSA ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)4 210000 FMV N/A FUNDS FOR LOBBYING SERVICE PROVIDERS ROCKLIN ACADEMY 660 MENLO DRIVE ROCKLIN CA 95765 364449502 501(C)3 180000 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 118660 FMV N/A TO SUPPORT GROWTH IN SCHOOL ENROLLMENT BEACON EDUCATION NETWORK PO BOX 1449 WATSONVILLE CA 95077 205155858 501(C)3 65820 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 20000 FMV N/A TO SUPPORT MISSION OF FOSTERING A STRONG CHARTER SECTOR 9 1 SCHOLARSHIP 5 10000 FMV N/A PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 1 0 JARED WALLACE PRESIDENT/CEO 267723 0 0 0 42400 0 15300 0 10909 0 336332 0 0 0 DANIEL CORWIN CFO 185926 0 0 0 0 0 8824 0 755 0 195505 0 0 0 KERRY FLANAGAN CHIEF OF STAFF 210283 0 0 0 0 0 11691 0 5023 0 226997 0 0 0 RICARDO SOTO SVP, LEGAL ADVOCACY, & GEN. COUNSEL 188924 0 0 0 0 0 0 0 10126 0 199050 0 0 0 PERI LYNN TURNBULL SVP, COMMUNICATIONS 177902 0 0 0 0 0 9573 0 10076 0 197551 0 0 0 ELIZABETH ROBITAILLE SVP, ACHIEVEMENT & PERFORMANCE MGMT 164409 0 0 0 0 0 10505 0 11394 0 186308 0 0 0 ALLISON BAJRACHARYA SVP, STATEWIDE ADVOCACY 163500 0 0 0 0 0 8754 0 9731 0 181985 0 0 0 GARY BORDEN SVP, CIVIC AFFAIRS 190697 0 0 0 0 0 10584 0 5458 0 206739 0 0 0 MYRNA CASTREJON SVP, GOVERNMENT AFFAIRS 187158 0 0 0 0 0 3200 0 7554 0 197912 0 0 0 GINA PLATE SENIOR ADVISOR, SPECIAL EDUCATION 162013 0 0 0 0 0 5471 0 9811 0 177295 0 0 0 COLIN MILLER VP, POLICY 126973 0 4000 0 0 0 8362 0 12060 0 151395 0 0 0 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. MARGARET FORTUNE BOARD MEMBER OF CCSA 268000 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 463000 CCSA GAVE A GRANT TO SUMMIT PUBLIC SCHOOLS OF WHICH DIANNE TAVENNER IS THE FOUNDER AND CEO. 0 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. SCHOOL RISK MANAGEMENT LLC 250 E 1ST STREET 10TH FL LOS ANGELES CA 90012 260330928 BUSINESS INSURANCE PRODUCTS CA 1390223 0 CALIFORNIA CHARTER SCHOOLS ASSOCIATION 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 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CCSA EMPLOYEE BENEFIT WELFARE TRUST D 301183 FMV CCSA ADVOCATES B 210000 FMV CCSA ADVOCATES N 156629 FMV CCSA ADVOCATES O 527936 FMV CCSA ADVOCATES Q 84907 FMV