2023-02-15T18:03:09-06:00 2022-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2021-07-01 462155826 INNOVATE PUBLIC SCHOOLS INNO 6505626200 1400 PARKMOOR AVE 240 SAN JOSE CA 95126 MICHELLE VILCHEZ CEO 6505626200 2023-02-13 1 MICHELLE VILCHEZ 999009999 MATTHEW PETROSKI P00853132 4082006400 2023-02-13 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MICHELLE VILCHEZ 1400 PARKMOOR AVE 240 SAN JOSE CA 95126 8733921 0 X INNOVATESCHOOLS.ORG X 2013 CA BUILD THE PARENT AND COMMUNITY DEMAND FOR WORLD-CLASS PUBLIC SCHOOLS, AND TO ACCELERATE THE GROWTH OF THESE SCHOOLS, PARTICULARLY FOR LOW-INCOME STUDENTS, STUDENTS OF COLOR, AND STUDENTS WITH SPECIAL NEEDS. 6 5 62 21 0 0 8811609 7724055 265531 197273 2309 26647 9327 8339 9088776 7956314 150000 156000 0 0 5607949 5627377 14298 41544 596913 2018270 1866580 7790517 7691501 1298259 264813 10096835 9500964 1452536 591852 8644299 8909112 X INNOVATE PUBLIC SCHOOLS IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO BUILD THE PARENT AND COMMUNITY DEMAND FOR WORLD-CLASS PUBLIC SCHOOLS, AND TO ACCELERATE THE GROWTH OF THESE SCHOOLS, PARTICULARLY FOR LOW-INCOME STUDENTS, STUDENTS OF COLOR, AND SEE SCHEDULE O.STUDENTS WITH SPECIAL NEEDS. THE ORGANIZATION PUBLISHES EASY-TO-UNDERSTAND SCHOOL QUALITY DATA AND RESEARCH THAT HIGHLIGHTS BOTH PROBLEMS AND SOLUTIONS, AND IT BUILDS THE CAPACITY OF PARENTS, COMMUNITY LEADERS AND EDUCATORS TO INNOVATE AND ACT TOGETHER TO CREATE WORLD-CLASS PUBLIC SCHOOLS. 0 0 2991795 150000 182512 PARENT ORGANIZING - PARENTS HAVE A UNIQUE AND CRITICAL ROLE IN IMPROVING PUBLIC SCHOOLS. INNOVATE PUBLIC SCHOOLS SUPPORTS PARENTS ACROSS THE BAY AREA AND LOS ANGELES TO BUILD ORGANIZATIONS IN THEIR COMMUNITIES THAT CAN SUCCESSFULLY ADVOCATE FOR BETTER SCHOOLS AND HOLD THE SYSTEM ACCOUNTABLE TO THE NEEDS OF THEIR CHILDREN. AS OF JUNE 30, 2022, THE ORGANIZATION HAS ACTIVE PARENT ORGANIZATIONS IN LOS ANGELES, SAN JOSE, REDWOOD CITY, EAST PALO ALTO AND SAN FRANCISCO. ALSO THIS FISCAL YEAR THE NATIONAL ORGANIZING TEAM SUPPORTED THREE URBAN LEAGUES IN CHARLESTON, JACKSONVILLE, AND CINCINNATI TO DEVELOP A PARENT-CENTERED ORGANZING STRATEGY AND EXECUTE AN ACTIONABLE CHANGE IN EDUCATION POLICY. 1692201 0 0 RESEARCH, POLICY & COMMUNICATION - THE ORGANIZATION PUBLISHES ACTIONABLE RESEARCH AND DATA ON SCHOOL QUALITY, DESIGNED TO SHOW THE URGENCY OF IMPROVING PUBLIC SCHOOLS, PARTICULARLY FOR HISTORICALLY UNDERSERVED STUDENTS. THROUGH PUBLIC EVENTS, WORKSHOPS, AND ONLINE RESOURCES, THE ORGANIZATION WORKS TO GET THIS RESEARCH AND DATA INTO THE HANDS OF PARENTS, PUBLIC OFFICIALS, BUSINESS LEADERS, SCHOOL LEADERS, AND LOCAL EDUCATION ADVOCATES. 797894 0 23100 SCHOOLS - THE ORGANIZATION'S MAJOR SCHOOL SUPPORT EFFORTS ARE THE SCHOOLS FELLOWSHIP PROGRAM. THE ORGANIZATION LAUNCHED THE FELLOWSHIP IN FALL 2013. THIS IS THE ORGANIZATION'S FLAGSHIP PROGRAM TO PREPARE SCHOOL LEADERSHIP TEAMS FROM BOTH DISTRICT AND NONPROFIT PUBLIC CHARTER SCHOOLS TO LEAD EXCELLENT PUBLIC SCHOOLS. THE FELLOWSHIP PROVIDES A HOLISTIC SET OF SUPPORTS TAILORED TO THE NEEDS OF EACH ORGANIZATION. 47504 6000 LOBBYING - THE LOBBYING EFFORTS AT THE STATE LEVEL HAVE BEEN PRIMARILY ON THE CALIFORNIA STATE BUDGET AND THE ALLOCATION OF INCREASED MONETARY INVESTMENTS IN THE STATE BUDGET TOWARDS EDUCATION RELATED ACTIVITIES, PARTICULARLY AS IT RELATES TO COVID RELIEF EFFORTS, LEARNING LOSS RECOVERY AND HIGH-QUALITY TUTORING. NONE OF THIS FUNDING WILL GO DIRECTLY TO INNOVATE. 47504 6000 5529394 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 4085138700 3180 NEWBERRY DRIVE STE 200 SAN JOSE CA 95118 MATTHEW HAMMER FOUNDER & CO-CEO (THRU 04/22) 40.00 X X 247395 0 35412 MICHELLE VILCHEZ CO-CEO(THRU 04/22), CEO(AS OF 04/22) 40.00 X X 158643 0 24815 ALEX CORTEZ BOARD SECRETARY 1.50 X X 0 0 0 GREG GALLO BOARD TREASURER (THRU 09/21) 0.50 X X 0 0 0 MARC TARPENNING BOARD TREASURER (AS OF 09/21) 1.00 X X 0 0 0 GERALDINE ANDERSON BOARD MEMBER 1.00 X 0 0 0 ROCSANA ENRIQUEZ BOARD MEMBER 0.40 X 0 0 0 LEON BEAUCHMAN BOARD MEMBER (THRU 03/22) 0.20 X 0 0 0 ERIC SCROGGINS BOARD MEMBER (THRU 03/22) 0.30 X 0 0 0 CEDRIC NELMS BOARD MEMBER (THRU 02/22) 1.00 X 0 0 0 JAMILAH PRINCE-STEWART BOARD MEMBER 1.00 X 0 0 0 CLAIRE FISHER BOARD MEMBER (THRU 03/22) 1.50 X 0 0 0 ALICIA GALLEGOS FAMBRINI BOARD MEMBER (THRU 03/22) 0.20 X 0 0 0 KRYSTLE ONIBOKUN VP, FINANCE & STRATEGY 40.00 X 148288 0 18592 MIGUEL RODRIGUEZ REGIONAL VP, SF (THRU 09/21) 40.00 X 165141 0 21380 HANNAH GRAVETTE REGIONAL VP, LA 40.00 X 144440 0 25972 JOSE ARENAS VP, ORGANIZING 40.00 X 141097 0 29999 MARCHELLE MOTEN RVP PENINSULA 40.00 X 142312 0 20289 THU TRAN VP, SCHOOLS 40.00 X 143749 0 16565 1291065 0 193024 12 0 1 0 BOOKNOOK 548 MARKET STREET PMB 98100 SAN FRANCISCO CA 94104 SUBSCRIPTION FEE SF REMOTE TUTORING 375000 1 885135 6838920 777607 7724055 CONTRACT REVENUE 611710 187273 187273 FELLOWSHIP FEES 611710 10000 10000 197273 3009 3009 801245 777607 23638 23638 23638 MISC REVENUE 611710 8339 8339 8339 7956314 205612 0 26647 156000 156000 1112455 634336 341755 136364 3681300 2788601 604111 288588 173229 138432 22910 11887 311986 255118 37503 19365 348407 248661 71003 28743 151614 151614 35521 35521 47504 47504 41544 41544 696 696 478782 288059 159042 31681 10675 6265 4061 349 216714 169689 36973 10052 230296 147192 62455 20649 67134 55752 10078 1304 541499 532664 6951 1884 47808 37769 7171 2868 28620 17210 10103 1307 MISC EXPENSE 5586 2419 2873 294 PROGRAM EXPENSES 3054 3047 5 2 MOVING EXPENSES 1077 676 369 32 7691501 5529394 1565194 596913 6735862 5728897 3173153 3176061 419500 20300 0 343 654 99315 94597 534680 473345 54978 61335 12884 19920 10096835 9500964 567401 591852 885135 0 1452536 591852 X 6936989 6028918 1707310 2880194 8644299 8909112 10096835 9500964 264813 0 X X 0 1 X 1 0 X 7421369 2564273 7600571 8811609 7724055 34121877 7421369 2564273 7600571 8811609 7724055 34121877 15271619 18850258 62909 35480 33718 318 3009 135434 34257311 1220033 0.55030 0.49350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24762 22742 47504 7643997 7691501 534575 133644 0 0 539526 534575 1074101 1611152 53982 47504 101486 134882 133644 268526 402789 16953 24762 41715 PART II-A OUR LOBBYING EFFORTS AT THE STATE LEVEL HAVE BEEN PRIMARILY ON THE CALIFORNIA STATE BUDGET AND THE ALLOCATION OF INCREASED MONETARY INVESTMENTS IN THE STATE BUDGET TOWARDS EDUCATION RELATED ACTIVITIES, PARTICULARLY AS IT RELATES TO COVID RELIEF FOR UNDERSERVED STUDENTS. IN ADDITION, LOBBYING EFFORTS OCCURRED TOWARD INCREASING MENTAL HEALTH SERVICES MONIES THAT COUNTIES ACROSS THE STATE RECEIVED FROM PROP 63 AND THE ANNUAL STATE BUDGET AND ADVOCACY IN THE STATE BUDGET TOWARDS DIRECT FUNDING FOR NON PROFITS AFTER SCHOOL PROVIDERS REGARDING COVID RELIEF RELATED TO LEARNING LOSS, TUTORING, AND SOCIAL EMOTIONAL WELL BEING AND RECOVERY. THESE LOBBYING EFFORTS IN COLLABORATION WITH OTHER ADVOCACY ORGANIZATIONS ACROSS THE STATE RESULTED IN: $1.8 BILLION (GROWING TO $5 BILLION OVER THE NEXT 5 YEARS) FOR AFTERSCHOOL AND SUMMER ENRICHMENT PROGRAMS. $205 MILLION IN ADDITIONAL FUNDS FOR THE MENTAL HEALTH STUDENT SERVICES ACT GRANT PROGRAM--MORE THAN THE $25 MILLION PARENTS ASKED FOR. INCREASED FUNDING FOR EXISTING AFTERSCHOOL PROGRAMS FROM $8.88 TO $10.18 PER CHILD PER DAY. 290363 229028 61335 194424 194424 0 49893 49893 0 61335 X 8937018 981400 -696 980704 7956314 0 7956314 8672205 981400 981400 7690805 696 696 7691501 PART X, LINE 2: INNOVATE PUBLIC SCHOOLS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -696. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 696. X X X 1 DAVID MOORE 416 N 18TH ST SAN JOSE CA 95112 GRANT WRITING 0 2553000 9624 2543377 KENDRA O'DONOGHUE 17545 GRAND PRIX WAY MORGAN HILL CA 95037 GRANT WRITING 0 450000 31920 418080 3003000 41544 2961457 1 URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 3458 READING RD CINCINNATI OH 45229 310565428 501(C)(3) 50000 0 TO DEVELOP A PARENT-CENTERED ORGANIZING STRATEGY & EXECUTE AN ACTIONABLE CHANGE IN EDUCATION POLICY. JACKSONVILLE URBAN LEAGUE 903 UNION ST W JACKSONVILLE FL 32204 590637865 501(C)(3) 50000 0 TO DEVELOP A PARENT-CENTERED ORGANIZING STRATEGY & EXECUTE AN ACTIONABLE CHANGE IN EDUCATION POLICY. CHARLESTON URBAN LEAGUE PO BOX 20248 CHARLESTON SC 29413 570961628 501(C)(3) 50000 0 TO DEVELOP A PARENT-CENTERED ORGANIZING STRATEGY & EXECUTE AN ACTIONABLE CHANGE IN EDUCATION POLICY. CALIFORNIA SCHOOL-AGE CONSORTIUM PO BOX 20804 EL SOBRANTE CA 94820 930916869 501(C)(3) 6000 0 TO SUPPORT POWER BUILDING 4 0 PART I, LINE 2: IN THE FIRST SIX MONTHS, NUL AND INNOVATE VET AND IDENTIFY 3-6 LOCAL AFFILIATES TO RECEIVE 2-YEAR TRAINING AND IMPLEMENTATION GRANTS FOR COMMUNITY ORGANIZING FOCUSED ON EDUCATION. IN THE FIRST YEAR, THEY'D STAFF UP AND GO THROUGH INNOVATE'S TRAINING PROGRAM, WITH ADDITIONAL CONSULTING SUPPORT. OVER THE TWO YEARS, THEY'D BE PUTTING THEIR LEARNING DIRECTLY INTO ACTION, BUILDING THEIR PARENT BASE IN 2019-20, STARTING TO MOVE INTO THE PUBLIC ARENA TO MOVE THEIR ADVOCACY AGENDA IN SPRING 2020 AND THROUGH THE 2020-21 SCHOOL YEAR. FOR GRANT REPORTS, PARTICIPANTS PROVIDE A NARRATIVE REPORT ON PROGRESS ON THE MILESTONES AND METRICS, FOLLOWED BY A STEP-BACK CALL WITH INNOVATE. X 1 0 0 0 0 0 0 0 0 MATTHEW HAMMER FOUNDER & CO-CEO (THRU 04/22) 247395 0 0 0 0 0 12813 0 22599 0 282807 0 0 0 MIGUEL RODRIGUEZ REGIONAL VP, SF (THRU 09/21) 117459 0 0 0 47682 0 6218 0 15162 0 186521 0 0 0 MICHELLE VILCHEZ CO-CEO(THRU 04/22), CEO(AS OF 04/22) 158643 0 0 0 0 0 8203 0 16612 0 183458 0 0 0 JOSE ARENAS VP, ORGANIZING 141097 0 0 0 0 0 7553 0 22446 0 171096 0 0 0 HANNAH GRAVETTE REGIONAL VP, LA 144440 0 0 0 0 0 7579 0 18393 0 170412 0 0 0 KRYSTLE ONIBOKUN VP, FINANCE & STRATEGY 148288 0 0 0 0 0 7465 0 11127 0 166880 0 0 0 MARCHELLE MOTEN RVP PENINSULA 142312 0 0 0 0 0 7345 0 12944 0 162601 0 0 0 THU TRAN VP, SCHOOLS 143749 0 0 0 0 0 7299 0 9266 0 160314 0 0 0 PART I, LINE 4A MIGUEL RODRIGUEZ, REGIONAL VP, RECEIVED SEVERANCE OF $47,682 FOR THE 2021 CALENDAR YEAR, THIS IS REFLECTED IN HIS WAGES IN COLUMN (B)(III). X 1 777607 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PLACED ON A SECURED WEBSITE OR SENT BY EMAIL TO THE GOVERNING BODY TO REVIEW AND COMMENT. REVIEW IS VERIFIED BY EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY KEY EMPLOYEES ARE REQUIRED TO READ AND ACKNOWLEDGE THAT THEY HAVE READ THE CONFLICTS OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DISCLOSED, THAT PERSON IS EXCLUDED FROM ANY DECISION-MAKING REGARDING THE PERSON OR CONTRACT THAT MIGHT PRESENT A CONFLICT OF INTEREST. FOR EXAMPLE, IF TWO EMPLOYEES ARE MARRIED, WE ENSURE THEY DO NOT REPORT TO EACH OTHER, NOR DO THEY HAVE ANY CONTROL OVER THE SALARY OR PERFORMANCE EVALUATION OF THE OTHER. IF AN EMPLOYEE HAS A PERSONAL RELATIONSHIP WITH A POTENTIAL VENDOR, WE FOLLOW A FORMAL PROCESS TO EVALUATE MULTIPLE POTENTIAL VENDORS, AND A TEAM OF PEOPLE ASSESS THE RELATIVE MERITS OF THE VENDORS, AND A CONTRACT IS AWARDED BASED ON THIS DETERMINATION. THE EMPLOYEE WITH THE POTENTIAL CONFLICT OF INTEREST IS EXCLUDED FROM ANY DISCUSSION OR DECISION-MAKING ABOUT THE DECISION TO CONTRACT WITH THE POTENTIAL VENDOR. FORM 990, PART VI, SECTION B, LINE 15 STEPS IN THE SALARY DETERMINATION PROCESS: WITHOUT THE CEO PRESENT, THE BOARD HELD AN EXECUTIVE SESSION TO REVIEW THE 2017 PERFORMANCE OF THE CEO. IT WAS DECIDED THAT THE CEO HAD EXCEEDED EXPECTATIONS AND TO ALIGN THE SALARY INCREASE CLOSELY WITH THE ORGANIZATION-WIDE POLICY. BOARD CONSENSUS ON THE PERFORMANCE REVIEW (INCLUDING SALARY) WAS CONFIRMED VIA EMAIL ONCE FINAL DOCUMENTS WERE COMPLETE. THE CEO WAS NOT PART OF THAT EMAIL. THE BOARD CHAIR DISCUSSED THE PERFORMANCE REVIEW (INCLUDING SALARY) WITH THE CEO ON BEHALF OF THE BOARD. THE CEO ALSO TOOK CFO'S ROLE IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND GOVERNING/ORGANIZATIONAL DOCUMENTS ARE PROVIDED IN THE OFFICE, ON A CD, OR THROUGH EMAIL UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.