2023-05-04T18:08:31-05:00 2022-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2021-07-01 453643984 COMPASS CHARTER SCHOOLS COMP 8559374227 850 HAMPSHIRE ROAD SUITE R THOUSAND OAKS CA 91361 LISA FISHMAN CHIEF OPERATIONS OFFICER 8559374227 2023-05-04 1 LISA FISHMAN 999009999 MARCY KEARNEY P02370487 6192708222 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SUPERINTENDENT 850 HAMPSHIRE ROAD SUITE R THOUSAND OAKS CA 91361 30011108 0 X WWW.COMPASSCHARTERS.ORG X 2011 CA THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF OPERATION PUBLIC CHARTER SCHOOLS IN CALIFORNIA. 5 5 242 5 0 0 29862339 29924469 32948 46660 51500 39979 15000 0 29961787 30011108 0 0 0 0 18406557 20982642 0 0 0 9759317 10215751 28165874 31198393 1795913 -1187285 14467036 14426755 3730126 4877130 10736910 9549625 OUR MISSION IS TO INSPIRE AND DEVELOP INNOVATIVE, CREATIVE, SELF-DIRECTED LEARNERS, ONE SCHOLAR AT A TIME. 0 0 29994449 46660 THE ORGANIZATION OPERATED THREE (3) PUBLIC CHARTER SCHOOLS FOR STUDENTS IN GRADES K-12 IN CALIFORNIA IN THE COUNTIES OF SAN DIEGO, YOLO AND LOS ANGELES. THE ORGANIZATION OFFERS A CUSTOMIZED LEARNING PROGRAM FOR STUDENTS TO ENGAGE IN AN EXCEPTIONAL LEARNING EXPERIENCE THAT BLENDS INNOVATIVE ONLINE LEARNING WITH CRITICAL FACE-TO-FACE AND LAB TIME. STUDENTS LEARN BEST WHEN THEIR EDUCATION IS TAILORED TO THEIR SPEICIFIC NEEDS, WHICH IS WHY A KEY TENANT OF THE PHILOSOPHY AT COMPASS IS FLEXIBILITY. THE FLEXIBILITY OF BLENDING LEARNING PROVIDES CHOICE FOR STUDENTS. STUDENTS HAVE THE FLEXIBILITY TO PARTICIPATE IN A WIDE VARIETY OF EVENTS, ACTIVITIES, AND EXPERIENCES THAT ENHANCE THE LEARNING EXPERIENCE. 29994449 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 163 0 1 242 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X CSMC 8889942762 43460 RIDGE PARK DRIVE STE 100 TEMECULA CA 92590 THOMAS ARNETT CHAIR 2.00 X X 0 0 0 BILL DENNETT TREASURER 2.00 X X 0 0 0 RANDI PUGH SECRETARY 2.00 X X 0 0 0 THERESE CHRISTOPHER DIRECTOR 2.00 X 0 0 0 LAINIE ROWELL DIRECTOR 2.00 X 0 0 0 JJ LEWIS SUPERINTENDENT & CEO 40.00 X 186472 0 16144 LISA FISHMAN CHIEF OPERATIONS OFFICER 40.00 X 137823 0 26381 AVIVA EBNER CHIEF ACADEMIC OFFICER 40.00 X 133389 0 40862 DEBRA STEPHAN DIRECTOR OF COUNSELING 40.00 X 115503 0 30492 ERIN SMITH DIRECTOR OF ACADEMIC SUPPORT 40.00 X 109202 0 25430 KASSANDRA WINGATE HEAD HIGH SCHOOL ADVISOR 40.00 X 105282 0 16996 JANAE SMITH PRINCIPAL 40.00 X 104780 0 17391 892451 0 173696 10 0 1 0 0 29924469 29924469 STUDENT ACTIVITIES 611710 46660 46660 46660 39979 39979 30011108 46660 0 39979 321433 257146 64287 14716879 13934555 782324 3158990 3158990 2102667 1997534 105133 682673 630572 52101 198861 188918 9943 552114 524508 27606 3075759 3014464 61295 152360 144742 7618 164246 156034 8212 264279 251065 13214 115465 109692 5773 136645 129813 6832 520073 494069 26004 1394 1316 78 60153 57145 3008 BOOKS AND SUPPLIES 4742548 4725147 17401 CHARTER AUTHORIZER FEES 231854 218739 13115 31198393 29994449 1203944 0 1308962 2505591 4392035 6033534 7526312 4210599 462144 898624 767363 768187 10220 10220 14467036 14426755 2908382 4125855 821744 751275 3730126 4877130 X 10736910 9549625 10736910 9549625 14467036 14426755 -1187285 0 X 0 1 X 1 1 1 X 0 X 30011108 0 30011108 0 30011108 31198393 0 31198393 0 31198393 PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINIATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS DOCUMENTED WITHIN THE CHARTER PETITIONS FOR EACH OF ITS PUBLIC CHARTER SCHOOLS. THE POLICY IS ALSO PRESENTED ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISSTANCE IS NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS AN ORGANIZATION OPERATING PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION, ALONG WITH THE COUNTIES OF SAN DIEGO, YOLO, AND LOS ANGELES, CALIFORNIA. X X X 0 0 0 0 0 0 0 0 0 JJ LEWIS SUPERINTENDENT & CEO 177472 0 0 0 9000 0 9324 0 6820 0 202616 0 0 0 AVIVA EBNER CHIEF ACADEMIC OFFICER 133389 0 0 0 0 0 22865 0 17997 0 174251 0 0 0 LISA FISHMAN CHIEF OPERATIONS OFFICER 137823 0 0 0 0 0 14106 0 12275 0 164204 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 TAX RETURN IS PROVIDED TO THE PRESIDENT & CEO AND THE BUSINESS SERVICES PROVIDER FOR REVIEW AND APPROVAL. THE FINALIZED COPY OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND A STATEMENT OF ECONOMIC INTEREST FILING IS PERFORMED ANNUALLY FOR ALL EMPLOYEES AND GOVERNING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY OTHER KEY EMPLOYEES NOR DOES IT COMPENSATE MEMBERS OF THE BOARD OTHER THAN THE PRESIDENT & CEO WHO FUNCTIONS AS THE BOARD SECRETARY. THE GOVERNING BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT & CEO AND DOCUMENTS THE AGREEMENT WITHIN AN AT-WILL EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER IN PERSON OR IN WRITING.