2023-05-12T10:00:42-05:00 2022-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2021-07-01 465740783 Green Dot Public Schools National GREE 3235651600 1149 S Hill St 600 Los Angeles CA 90015 CHAD SOLEO CEO 3235651600 2023-04-05 1 CHAD SOLEO 999009999 Kim Hunwardsen CPA P00484560 6122536500 2023-04-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Chad Soleo 1149 S Hill St 600 Los Angeles CA 90015 15325972 0 X www.greendot.org X 2014 CA To run high quality public charter schools and to support related entities. 10 10 121 44 0 0 1615343 471660 13954914 14854312 0 0 60063 0 15630320 15325972 0 0 0 0 9973603 9667383 0 0 1074507 5506499 6512525 15480102 16179908 150218 -853936 10551526 9121623 3240707 2664740 7310819 6456883 X Green Dot's mission is to help transform public education so that every child can be successful in college, leadership and life. Green Dot Public Schools National manages the development of and supports the operation of public charter schools. 0 0 14169668 14854312 Green Dot Public Schools National ("GDPSN") was created to provide services to Green Dot Public Schools California ("GDPS CA"), Green Dot Public Schools Tennessee ("GDPS TN"), Green Dot Public Schools Southeast Texas ("GDPS STX"), collectively referred to as Green Dot Regions, and United Parents and Students ("UPAS"). Specifically, by obtaining and distributing philanthropic support, providing school facilities, providing capital financing, providing operational or other support, designing curriculum, training and developing charter school staff, and assisting the related organizations to obtain philanthropic support, charter school facilities and charter school financing. By leveraging high quality and efficient services in these and other areas, GDPSN helps eliminate barriers to success at the schools in our network and to empower educators to focus on their students. 14169668 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 18 0 1 121 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X Justin Publicker 3235651600 1149 S Hill St Suite 600 Los Angeles CA 90015 Marlene Canter Board Chair 2.00 X X 0 0 0 Brad Rosenberg Board Secretary 2.00 X X 0 0 0 Roy Romer Director 2.00 X 0 0 0 Paul Miller Director 2.00 X 0 0 0 Timothy Wahl Director 2.00 X 0 0 0 Carole Neal Director 2.00 X 0 0 0 Ly Cecilia Nguyen Director 2.00 X 0 0 0 Larry Jacobs Director 2.00 X 0 0 0 Ronni Ephraim Director 2.00 X 0 0 0 Dennis Miller Director 2.00 X 0 0 0 Chad Soleo Chief Executive Officer 40.00 X 270284 0 36279 Megan Quaile Chief Growth Officer 40.00 X 224527 0 20565 Ernest Thomas Treasurer/Controller 40.00 X 176386 0 39309 Ellen Lin Chief Operating Officer 40.00 X 187969 0 18502 Douglas Weston Chief Development Officer 40.00 X 171596 0 10112 Sean Thibault Director of Communications 40.00 X 155285 0 25738 Michael Garner Director of Data & Analytics 40.00 X 114216 0 11570 Jihad Mahmud General Counsel 40.00 X 158507 0 17081 Jeff Shultz Director of Information Systems 40.00 X 133007 0 12106 Abigail Pontzer Kamkar Chief of Staff 40.00 X 132663 0 4560 1724440 0 195822 18 0 1 0 Perkins Coie PO Box 24643 Seattle WA 98124 Legal 296538 National Philanthropic Solutions LLC 3 Juniper Wood Drive Haverhill MA 01832 Philanthropic Development 151200 James Deavoll 6820 NE Cherry Drive Apt A202 Portland OR 97124 Philanthropic Development 104989 3 471660 471660 Shared Service Fees 611710 14854312 14854312 14854312 15325972 14854312 0 0 1129071 1129071 7011951 6482588 529363 955517 874015 81502 570844 532510 38334 104416 55356 49060 610819 569801 41018 670136 625134 45002 Student Services 3799360 3799360 Fundraising Expenses 1074507 1074507 Shared Services - Relat 151454 151454 Materials and Supplies 101833 101833 16179908 14169668 935733 1074507 5792047 5488860 26507 188352 317671 329537 4361899 2790971 2322160 1570928 2093141 1543946 10551526 9121623 1292942 1418929 1947765 1245811 3240707 2664740 X 7263005 6372721 47814 84162 7310819 6456883 10551526 9121623 -853936 0 X 0 1 X 1 0 X X 5 Green Dot Public Schools California 954679811 2 1 0 11893439 Green Dot Public Schools Tennessee 470970499 2 0 0 1960334 Delta Properties Inc 954679811 2 0 0 160000 Green Dot Public Schools Southeast Texas 853396360 2 0 0 464677 United Parents and Students 813413763 10 0 0 127500 5 0 14605950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Part I, Line 12g, Column (vi) GDPS National provides centralized management, oversight, and other support services for the supported organizations. Amounts reported here are for the following services: human resources, legal, finance & accounting, information technology, knowledge management, development, communication, strategic planning, and national expansion. Part IV, Section A, Line 1: GDPS National's governing documents specify one of the supported organizations by name - GDPS CA. The governing documents provide that GDPS National will operate for the benefit of other similar organizations, as specified in its charter, and requires the other supported organizations to be either controlled by or be an integral part of GDPS National. These other supported organizations include GDPS STX, GDPS TN, UPAS, and Delta Properties, Inc. As such, there is a historic and continuing relationship which has created a substantial identity between the organizations, and GDPS National is organized exclusively for the benefit of its supported organizations. Part IV, Section D, Line 2: GDPS National maintains a close and continuous working relationship with its supported organizations by providing centralized management, oversight, and other support services for the supported organizations. In order to accomplish its express purpose of managing the development and operation of its supported organizations (charter schools), there must be a close and continuous working relationship. Part IV, Section D, Line 3: GDPS National is responsive to the needs and demands of its supported organizations through its close and continuous working relationship. The officers and directors of the supported organizations have the ability to recommend to GDPS National's officers and directors how to employ its income and assets. Part IV, Section E, Line 2a: By providing centralized management, oversight and other support services to its supported organizations (GDPS CA, GDPS TN, GDPS STX, UPAS, and Delta Properties, Inc.), the supported organizations can carryout their purpose of operating charter schools. By virtue of having a close and continuous working relationship between GDPS National and the supported organizations, the supported organizations can encourage GDPS National to be responsive to their needs and to recommend to GDPS National's officers and directors how to employ its income and assets. With GDPS National's express purpose to manage the development and operation of its supported organization's charter schools, substantially all of its activities directly further the purposes of its supported organizations. Part IV, Section E, Line 2b: If it were not for GDPS National, each of the supported organizations would have to provide their own management services and support services. By relying on GDPS National, there is an economy of scale achieved. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 866789 605239 261550 3495110 2185732 1309378 1570928 Accounts Receivable - Related Party 682032 Security Deposit 36034 Operating Lease, Right of Use Asset, Net 825880 1543946 Operating Lease Liability 871503 Accounts Payable - Related Party 374308 1245811 X 15325972 0 15325972 0 15325972 16179908 0 16179908 0 16179908 Part X, Line 2: Management believes that GDPS National has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. GDPS National would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. X X X X 0 0 0 0 0 0 0 0 0 Chad Soleo Chief Executive Officer 270284 0 0 0 0 0 9208 0 27071 0 306563 0 0 0 Megan Quaile Chief Growth Officer 224527 0 0 0 0 0 9030 0 11535 0 245092 0 0 0 Ernest Thomas Treasurer/Controller 176386 0 0 0 0 0 7213 0 32096 0 215695 0 0 0 Ellen Lin Chief Operating Officer 187969 0 0 0 0 0 7638 0 10864 0 206471 0 0 0 Douglas Weston Chief Development Officer 171596 0 0 0 0 0 0 0 10112 0 181708 0 0 0 Sean Thibault Director of Communications 155285 0 0 0 0 0 6517 0 19221 0 181023 0 0 0 Jihad Mahmud General Counsel 158507 0 0 0 0 0 4856 0 12225 0 175588 0 0 0 Part I, Line 3 All compensation is reviewed and set by the Board of Directors based upon local market data for similar positions and experience. Form 990, Part VI, Section A, line 8b There are no Committees with broad authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Audit Committee reviews and approves the Form 990. A copy of the Form 990 is provided to the Board of Directors for review and approval prior to filing. Form 990, Part VI, Section B, line 12c Board members, officers and employees must self-report to the corporation that they have a disqualifying interest. Officials with a conflict must submit a written disclosure to their supervisor. Then the supervisor reassigns the task in which there is a conflict and forwards the conflict notice to the CEO. For Board members, they are required to disclose the conflict at the meeting where consideration of the proposed transaction takes place. After the disclosure, the Board member must leave the meeting while the remaining Board members determine whether or not a conflict exists. This disclosure is included in the Board's meeting minutes. Furthermore, if the Board or the CEO has reason to believe that a fellow Board member or an employee in certain designated positions has failed to disclose a conflict of interest, the individual is informed of the belief and provided an opportunity to respond, followed by further investigation, if warranted. Thereafter, the Board or the CEO makes a determination and disciplinary and/or corrective actions are taken, if warranted. Each year, directors and certain other officials are required to sign a disclosure of conflicts statement that affirms they: a) have received a copy of the corporation's Conflict of Interest Policy (the "Policy"); b) have read and understand the Policy; c) have agreed to comply with the Policy; and d) understand the corporation is charitable and, to maintain its federal tax exemption, the corporation must engage primarily in activities that accomplish one or more of its tax-exempt purposes. Certain employees designated with decision making authority are required to sign a similar statement upon commencing their position with the corporation. Form 990, Part VI, Section B, line 15 The Board of Directors sets the compensation for the CEO on an annual basis using industry data. The CEO sets the compensation for the top management officials. Key employee compensation is set by a Compensation Committee comprised of the top management officials using comparability data. Form 990, Part VI, Section C, line 19 Listed documents are available on the organization's website and at the business address during normal business hours upon request. Green Dot Public Schools California 1149 S Hill Street Suite 600 Los Angeles CA 90015 954679811 Educational Services CA 501(c)(3) Line 2 N/A 0 Green Dot Public Schools Tennessee 4950 Fairley Rd Memphis TN 38109 470970499 Educational Services TN 501(c)(3) Line 2 N/A 0 Green Dot Public Schools Southeast Texas 1149 S Hill Street Suite 600 Los Angeles CA 90015 853396360 Educational Services TX 501(c)(3) Line 2 Green Dot Public Schools National 1 United Parents and Students 1149 S Hill Street Suite 600 Los Angeles CA 90015 813413763 Educational Services CA 501(c)(3) Line 10 Green Dot Public Schools National 1 Delta Properties Inc 1149 S Hill Street Suite 600 Los Angeles CA 90015 820212806 Educational Facilities CA 501(c)(3) Line 12a, I Green Dot Public Schools California 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 Green Dot Public Schools California P 151454 Accrual Green Dot Public Schools California Q 10739281 Accrual Green Dot Public Schools Tennessee Q 1774417 Accrual United Parents and Students Q 127500 Accrual Green Dot Public Schools Southeast Texas Q 325000 Accrual Delta Properties Inc Q 160000 Accrual