2023-10-16T16:11:08-05:00 2022-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2021-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 PO BOX 86087 LOS ANGELES CA 90086 SARA M DELEEUW CFO 2132441446 2023-10-16 1 SARA DELEEUW 999009999 BRIAN YACKER P00401346 9492222999 2023-10-16 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z MYRNA CASTREJON PO BOX 86087 LOS ANGELES CA 90086 16363164 0 X WWW.CCSA.ORG X 2003 CA TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS. 10 9 68 35 0 0 18204508 12910838 631781 1693077 17739 180623 44855 13278 18898883 14797816 2276929 1324918 0 0 8746606 7748675 0 0 353095 2671627 3600460 13695162 12674053 5203721 2123763 32950225 31436396 16721061 14079566 16229164 17356830 X TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS BY SUPPORTING AND ADVOCATING FOR HIGH QUALITY NON-PROFIT CHARTER SCHOOLS AND SHARING THEIR SUCCESS THROUGHOUT CALIFORNIA'S PUBLIC SCHOOLS. 0 0 4395594 856418 BUILDING SUPPORTIVE POLICY ENVIRONMENTLOCAL ADVOCACY AND BASE BUILDING: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES SUCH AS AUTHORIZER OVER-REGULATION AND FACILITIES THROUGH GRASSROOTS AND GRASSTOPS ADVOCACY. 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. 3035262 30500 1693077 STRENGTHENING SCHOOLSMEMBERSHIP: SCHOOL MEMBERS BENEFIT FROM CCSA'S ADVOCACY AT THE STATE AND LOCAL-LEVEL, ACCESS TO MEMBERS-ONLY CONVENINGS AND RESOURCES, DATA CONSULTATION AND SUPPORT TO HELP WITH CHARTER RENEWAL, AND A COHORT TRAINING PROGRAM FOR MEMBERS DEVELOPING NEW CHARTER SCHOOLS. VENDOR MEMBERS RECEIVE ACCESS TO PROMOTION OPPORTUNITIES. SCHOOL PERFORMANCE, ACCOUNTABILITY, AND RESEARCH: CONDUCTS SOPHISTICATED DATA ANALYSIS AND RESEARCH TO ADVANCE UNDERSTANDING OF CHARTER SCHOOLS AND TO ENSURE APPROPRIATE ACCOUNTABILITY WITHIN THE CHARTER MOVEMENT. ANNUAL CONFERENCE: CONVENES CHARTER SCHOOL STAFF, BOARD MEMBERS, PARENTS, AND OTHER STAKEHOLDERS FOR NETWORKING, PROFESSIONAL DEVELOPMENT, AND COLLABORATION ON TOPICS CRITICAL TO CALIFORNIA'S CHARTER SCHOOLS. 1737879 20000 IMPROVING PUBLIC OPINIONADVANCES PUBLIC SUPPORT FOR CHARTER SCHOOLS BY IMPLEMENTING VARIOUS MEDIA STRATEGIES WHILE ALSO SERVING AS A TRUSTED SOURCE OF INFORMATION ON CALIFORNIA'S CHARTER SCHOOLS FOR PARENTS, AUTHORIZERS, LEGISLATORS, AND OTHER INTEREST GROUPS. 418000 418000 CHARTER SCHOOL GROWTH FUND A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 418000 418000 9586735 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 23 0 1 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SARA M DELEEUW 2132441446 PO BOX 86087 LOS ANGELES CA 90086 MYRNA CASTREJON PRESIDENT AND CEO 39.00 3.00 X X 429405 3995 30986 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 17.00 23.00 X 133922 192478 28942 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 39.00 1.00 X 235917 4083 29885 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 39.00 1.00 X 248856 1144 12619 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 39.00 1.00 X 209725 275 30721 GINA PLATE VP, REG. AFFAIRS AND SPECIAL ED 39.00 1.00 X 195802 1198 26459 MILES DURFEE VP, SOCAL LOCAL ADVOCACY 39.00 1.00 X 185273 1726 24555 SARA DELEEUW CHIEF FINANCIAL OFFICER 38.00 2.00 X 176942 8058 26337 COLIN MILLER VP, GOVERNMENT AFFAIRS 40.00 X 163910 0 23231 HILARY HARMSSEN VP, NORCAL LOCAL ADVOCACY 39.00 1.00 X 161379 1021 23193 JACOB REGALADO VP, POLITICAL AND STRATEGIC AFFAIRS 7.00 33.00 X 27953 137912 8283 CRISTINA DE JESUS CHAIR 2.00 2.00 X X 0 0 0 JOE WILLIAMS VICE CHAIR 2.00 2.00 X X 0 0 0 ANA PONCE SECRETARY 2.00 X X 0 0 0 SALLY BACHOFER TREASURER 2.00 X X 0 0 0 BRIAN BAUER DIRECTOR 2.00 X 0 0 0 MALKA BORREGO DIRECTOR 2.00 X 0 0 0 CAMERON CURRY DIRECTOR 2.00 X 0 0 0 BRIAN GREENBERG DIRECTOR 2.00 X 0 0 0 CASEY TAYLOR DIRECTOR 2.00 X 0 0 0 2169084 351890 265211 25 0 1 0 GRASSROOTSLAB LLC 1900 POINT WEST WAY SUITE 102 SACRAMENTO CA 95815 ADVERTISING 504728 UNIVERSITY OF OREGON 1277 UNIVERSITY OF OREGON EUGENE OR 97403 CONFERENCE EVENT PRODUCTION 172899 PROCOPIO CORY HARGREAVES & SAVITCH LLP 525 B STREET SUITE 2200 SAN DIEGO CA 92101 LEGAL SERVICES 151981 3 3909975 1807443 7193420 10190 12910838 STRENGTHENING SCHOOLS 900099 1693077 1693077 1693077 281940 281940 4793 4793 1458106 5925 1564926 422 -106820 5503 -101317 -101317 REFUNDS 900099 7478 7478 MISCELLANEOUS 900099 1007 1007 8485 14797816 1693077 0 193901 1294918 1294918 30000 30000 1603238 672946 858537 71755 4938632 3761342 981282 196008 245743 155403 80533 9807 496210 317650 166924 11636 464852 291422 156514 16916 109362 79651 29711 56350 56350 45503 45503 932233 793926 136105 2202 597814 597814 51358 39659 9529 2170 391140 309329 59859 21952 258680 200105 48200 10375 111953 93217 16995 1741 865895 834711 28383 2801 6806 6806 69211 53347 13019 2845 37846 29923 6331 1592 OTHER COSTS 29728 4237 24320 1171 DUES & SUBSCRIPTIONS 27520 24803 2717 TAXES & FEES 9061 2332 6605 124 12674053 9586735 2734223 353095 4188475 1866646 5921821 3349278 313107 50524 322906 264866 65167 15333 227701 226770 697482 424404 332806 273078 21463422 25377244 114820 12657 32950225 31436396 1091534 1082741 45713 1350000 14279527 12951112 16721061 14079566 X 15339761 15422408 889403 1934422 16229164 17356830 32950225 31436396 2123763 -996097 0 X X 0 1 X 1 1 1 X 23461033 19205459 16889397 18204508 12910838 90671235 23461033 19205459 16889397 18204508 12910838 90671235 27646522 63024713 71424 87678 133543 27724 286733 607102 12197 12366 6322 34870 8485 74240 91352577 7432367 0.68990 0.71050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13201 474289 487490 12141482 12628972 781449 195362 0 0 1000000 980440 834758 781449 3596647 5394971 697180 978225 857344 487490 3020239 250000 245110 208690 195362 899162 1348743 245795 81352 88969 13201 429317 507187 353971 153216 190295 70433 119862 273078 RELATED PARTY PAYABLES 12500 FACILITY LOAN LOSS RESERVE 12938612 12951112 X 14989428 -996097 1187287 191190 14798238 -422 -422 14797816 13861762 1187709 1187709 12674053 0 12674053 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CORRESPONDING STATE PROVISIONS. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2022, THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 1,187,287. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -422. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REIMBURSEMENTS 1,187,287. COST OF GOODS SOLD 422. 1 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 501(C)(4) 427500 0 LOBBYING GRANT/REDISTRICTING RESEARCH GRANT ASPIRE PUBLIC SCHOOLS FOUNDATION 1001 22ND AVE STE 100 OAKLAND CA 94606 842381617 501(C)(3) 176000 0 ENROLLMENT GROWTH GRANT WESTLAKE CHARTER SCHOOL 2680 MABRY DRIVE SACRAMENTO CA 95835 320149236 501(C)(3) 129000 0 ENROLLMENT GROWTH GRANT TIME COMMUNITY SCHOOLS 2100 W CLEVELAND AVE MONTEBELLO CA 90640 831660799 501(C)(3) 69784 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT KIPP PUBLIC SCHOOLS NORTHERN CALIFORNIA 1000 BROADWAY SUITE 460 OAKLAND CA 94607 205010766 501(C)(3) 59415 0 ENROLLMENT GROWTH GRANT ALMA FUERTE PUBLIC SCHOOL 119 W PALM ST ALTADENA CA 91001 471500604 501(C)(3) 55000 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT EQUITAS ACADEMY CHARTER SCHOOL INC 1700 W PICO BLVD LOS ANGELES CA 90015 262439216 501(C)(3) 52058 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT KNOWLEDGE ENLIGHTENS YOU (KEY) ACADEMY 11750 DUBLIN BLVD STE 204 DUBLIN CA 94568 454849239 501(C)(3) 50000 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT NAPA FOUNDATION FOR OPTIONS IN EDUCATION 1370 TRANCAS ST 180 NAPA CA 94558 680336170 501(C)(3) 33924 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT VOICES COLLEGE-BOUND LANGUAGE ACADEMY 6840 VIA DEL ORO SUITE 160 SAN JOSE CA 95119 204741060 501(C)(3) 31000 0 ENROLLMENT GROWTH GRANT LOS ANGELES BROTHERHOOD CRUSADE-BLACK UNITED FUND INC 200 EAST SLAUSON AVENUE LOS ANGELES CA 90011 952543819 501(C)(3) 25000 0 CONTRIBUTION YU MING CHARTER SCHOOL 1086 ALCATRAZ AVE OAKLAND CA 94608 274260393 501(C)(3) 23230 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 800 CONNECTICUT AVE NW SUITE 300 WASINGTON DC 20006 300274709 501(C)(3) 23000 0 STATE LEADERS COUNCIL CONTRIBUTION/SPONSORHIP ADALID GONZALEZ AND PARENTS UNITED FOR PUBLIC SCHOOL CHOICE PO BOX 86087 LOS ANGELES CA 90086 20066 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT CALIFORNIA LEGISLATIVE LGBT FOUNDATION 5429 MADISON AVENUE SACRAMENTO CA 95841 300805115 501(C)(3) 15000 0 SPONSORSHIP GROWTH PUBLIC SCHOOLS 9320 TECH CENTER DRIVE SACRAMENTO CA 95826 474456355 501(C)(3) 15000 0 ENROLLMENT GROWTH GRANT THE CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 263911734 501(C)(3) 15000 0 SPONSORSHIP ROCKLIN ACADEMY 2204 PLAZA DR STE 200 ROCKLIN CA 95765 364449502 501(C)(3) 12000 0 ENROLLMENT GROWTH GRANT THE CA LATINO LEGISLATIVE CAUCUS FOUNDATION 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 201993440 501(C)(3) 10000 0 EVENT ATTENDANCE CONTRIBUTION BRIDGES PREPARATORY ACADEMY 400 S SANTA FE COMPTON CA 90221 861676916 501(C)(3) 9615 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT ROCKETSHIP PUBLIC SCHOOLS 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY CA 94065 204040597 501(C)(3) 6415 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT UNIVERSITY PREPARATORY ACADEMY 2315 CANOAS GARDEN AVE SAN JOSE CA 95125 203008879 501(C)(3) 6415 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT PERSEVERANCE PREPARATORY SCHOOL 1346 THE ALAMEDA SUITE 7-340 SAN JOSE CA 95126 813977275 501(C)(3) 6415 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT SUMMIT PUBLIC SCHOOLS 780 BROADWAY REDWOOD CITY CA 94063 262034843 501(C)(3) 6415 0 CHARTER SCHOOL LEGAL DEFENSE FUND GRANT 22 2 SCHOLARSHIPS 10 30000 PART I, LINE 2: RECIPIENTS OF SUSAN STEELMAN BRAGATO SCHOLARSHIPS ARE SELECTED ANNUALLY THROUGH AN APPLICATION PROCESS. A COMMITTEE OF STAFF VOLUNTEERS EVALUATES 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. CCSA'S CHARTER SCHOOLS LEGAL DEFENSE FUND PROVIDES FINANCIAL SUPPORT TO CCSA MEMBERS FACING LEGAL ACTIONS WHICH INVOLVE ISSUES OF MATERIAL IMPORTANCE TO THE PROMOTION AND PROTECTION OF THE CHARTER SCHOOL MOVEMENT IN CALIFORNIA. PER THE GRANT AGREEMENTS, FUNDING IS PROVIDED FOR APPROVED AND SUBSTANTIATED PROJECT EXPENSES. 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 0 0 0 0 0 0 0 0 0 MYRNA CASTREJON PRESIDENT AND CEO 421100 3900 0 0 8305 95 17318 82 13463 123 460186 4200 0 0 GREGORY MCGINITY CHIEF CIVIC AFFAIRS OFFICER 132106 187894 1816 4584 0 0 4473 7963 6889 9617 145284 210058 0 0 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 235917 4083 0 0 0 0 14157 245 15221 262 265295 4590 0 0 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 248856 1144 0 0 0 0 4385 0 8196 38 261437 1182 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 209725 275 0 0 0 0 12599 17 18082 23 240406 315 0 0 GINA PLATE VP, REG. AFFAIRS AND SPECIAL ED 193802 1198 2000 0 0 0 11283 72 15005 99 222090 1369 0 0 MILES DURFEE VP, SOCAL LOCAL ADVOCACY 183273 1726 2000 0 0 0 9298 87 15030 140 209601 1953 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 176942 8058 0 0 0 0 10626 484 14558 669 202126 9211 0 0 COLIN MILLER VP, GOVERNMENT AFFAIRS 162490 0 1420 0 0 0 9888 0 13343 0 187141 0 0 0 HILARY HARMSSEN VP, NORCAL LOCAL ADVOCACY 161379 1021 0 0 0 0 4847 31 18202 113 184428 1165 0 0 JACOB REGALADO VP, POLITICAL AND STRATEGIC AFFAIRS 27464 136401 489 1511 0 0 1022 5493 318 1450 29293 144855 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CPA FIRM. IT IS REVIEWED AND APPROVED BY THE ORGANIZATION AND DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD OF DIRECTORS, THROUGH THE SUPPORT OF THE GENERAL COUNSEL. ANNUALLY, AT THE END OF THE FISCAL YEAR, THE GENERAL COUNSEL PROVIDES A COPY OF THE CONFLICT OF INTEREST POLICY, ANNUAL ACKNOWLEDGEMENT, AND ANNUAL DISCLOSURE OF INTERESTS TO EACH DIRECTOR, OFFICER AND KEY EMPLOYEE. IF A CONFLICT ARISES UNDER THE POLICY, IT IS RESOLVED BY THE BOARD OF DIRECTORS CONSISTENT WITH THE PROCEDURES IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES ANY COMPENSATION PACKAGES FOR THE CEO/PRESIDENT AND CHIEF FINANCIAL OFFICER. THE REVIEW AND APPROVAL INCLUDES COMPARABILITY DATA AND OCCURS WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THE ORGANIZATION. 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 ARE ALSO AVAILABLE TO THE PUBLIC THROUGH PUBLIC WEBSITES INCLUDING WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES 1017 L STREET 141 SACRAMENTO CA 95814 262318098 INFLUENCE PUBLIC POLICY CA 501(C)(4) CALIFORNIA CHARTER SCHOOLS ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CCSA ADVOCATES B 427500 FMV CCSA ADVOCATES N 52820 FMV CCSA ADVOCATES O 1060804 FMV CCSA ADVOCATES Q 73662 FMV