2022-02-23T12:11:53-06:00 2021-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2020-07-01 462155826 INNOVATE PUBLIC SCHOOLS INNO 6505626200 1400 PARKMOOR AVE NO 240 SAN JOSE CA 95126 MATTHEW HAMMER FOUNDER & CO-CEO 6505626200 2022-02-23 1 MATTHEW HAMMER 999009999 MATTHEW PETROSKI P00853132 4082006400 2022-02-23 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATTHEW HAMMER 1400 PARKMOOR AVE NO 240 SAN JOSE CA 95126 11076245 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. 13 11 60 11 0 0 7600571 8811609 343178 265531 39928 2309 6457 9327 7990134 9088776 40000 150000 0 0 4623038 5607949 0 14298 488267 2032009 2018270 6695047 7790517 1295087 1298259 8504028 10096835 1157988 1452536 7346040 8644299 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 3106478 150000 267497 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, 2021, 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. 1687774 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. 881410 1000 SCHOOLS - THE ORGANIZATION WORKS TO ACCELERATE THE GROWTH OF HIGH QUALITY PUBLIC SCHOOLS FOR UNDERSERVED CHILDREN. THE ORGANIZATION'S MAJOR SCHOOL SUPPORT EFFORTS ARE THE WORLD CLASS 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 LAUNCH EXCELLENT NEW PUBLIC SCHOOLS, TURN AROUND PERSISTENTLY LOWPERFORMING SCHOOLS, OR PREPARE A NEW PRINCIPAL TO LEAD AN EXCELLENT PUBLIC SCHOOL. THE FELLOWSHIP PROVIDES A HOLISTIC SET OF SUPPORTS TAILORED TO THE NEEDS OF EACH ORGANIZATION. IN THE FISCAL YEAR ENDING ON JUNE 30, 2021, 14 LEADERS PARTICIPATED IN THE FELLOWSHIP PROGRAM. 294699 6361 LOBBYING - IN THE FISCAL YEAR ENDING IN JUNE 30, 2021, INNOVATE FILED AN ELECTION UNDER SECTION 501(H). 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 FOR UNDERSERVED STUDENTS. IN ADDITION, LOBBYING EFFORTS OCCURRED TOWARD INCREASING MENTAL HEALTH SERVICES MONIES THAT COUNTIES ACROSS THE STATE RECEIVED FROM PROP 63. ALSO THE ANNUAL STATE BUDGET AND ADVOCACY IN THE STATE BUDGET TOWARDS DIRECT FUNDING FOR NONPROFIT 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, WHICH IS MORE THAN THE $25 MILLION PARENTS ASKED FOR. THIS INCREASED FUNDING FOR EXISTING AFTERSCHOOL PROGRAMS FROM $8.88 TO $10.18 PER CHILD PER DAY. 294699 6361 5970361 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 1 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 AND CO-CEO 40.00 X X 238537 0 33009 ALICIA GALLEGOS FAMBRINI BOARD MEMBER (START 06/21) 2.00 X 69420 0 3738 MICHELLE VILCHEZ BOARD CHAIR (THRU 09/20) CO-CEO (START 01/21) 40.00 X X 0 0 0 ALEX CORTEZ BOARD PRESIDENT 2.00 X X 0 0 0 GREG GALLO BOARD TREASURER 0.50 X X 0 0 0 GERALDINE ANDERSON BOARD MEMBER 4.00 X 0 0 0 ROCSANA ENRIQUEZ BOARD MEMBER 2.00 X 0 0 0 LEON BEAUCHMAN BOARD MEMBER 1.00 X 0 0 0 MARC TARPENNING BOARD MEMBER 1.00 X 0 0 0 ERIC SCROGGINS BOARD MEMBER 1.00 X 0 0 0 CEDRIC NELMS BOARD MEMBER (START 11/20) 1.00 X 0 0 0 JAMILAH PRINCE-STEWART BOARD MEMBER (START 04/21) 1.00 X 0 0 0 CLAIRE FISHER BOARD MEMBER (START 04/21) 1.50 X 0 0 0 KRYSTLE ONIBOKUN VP, FINANCE & STRATEGY 40.00 X 8469 0 1140 ANNALISE WATERMAN ROY VP, PARTNERSHIPS & FINANCE (THRU 04/21) 40.00 X 151259 0 25497 DR CAROL HEDGSPETH VP, TALENT AND OPERATIONS 40.00 X 148725 0 33310 JOSE ARENAS VP, COMMUNITY ORGANIZING 40.00 X 139303 0 27565 HANNAH GRAVETTE REGIONAL VP, LA 40.00 X 140680 0 24141 BETSABE CASTRO DIRECTOR, FINANCE (THRU 05/21) 40.00 X 148869 0 14551 THU ANH TRAN VP, SCHOOLS 40.00 X 145144 0 17859 1190406 0 180810 11 0 1 0 BOOKNOOK 548 MARKET STREET PMB 98100 SAN FRANCISCO CA 94104 SUBSCRIPTION FEE SF REMOTE TUTORING 375000 1 684023 8127586 1987412 8811609 CONTRACT REVENUE 611710 265531 265531 265531 318 318 1989060 400 1987412 57 1648 343 1991 1991 MISC REVENUE 611710 9327 9327 9327 9088776 274858 0 2309 150000 150000 642245 297552 180749 163944 3940907 3120967 597416 222524 198927 154584 37242 7101 476533 368485 91387 16661 349337 265902 57386 26049 2208 2208 42743 42743 53982 53982 14298 14298 659 659 509555 314761 192661 2133 6507 3907 1949 651 234164 186938 34558 12668 171637 96985 59634 15018 6174 4701 1348 125 831314 826267 4508 539 104584 83353 15897 5334 29150 17784 10228 1138 PROGRAM EXPENSES 23932 23932 MISC EXPENSE 1661 261 1316 84 7790517 5970361 1331889 488267 6735862 8214381 3173153 52000 20300 611 343 86105 99315 480515 425537 138046 54978 12885 12884 8504028 10096835 473452 567401 684536 885135 1157988 1452536 X 6037747 6936989 1308293 1707310 7346040 8644299 8504028 10096835 1298259 0 X X 0 1 X 1 0 X 6079344 7421369 2564273 7600571 8811609 32477166 6079344 7421369 2564273 7600571 8811609 32477166 16361438 16115728 43959 62909 35480 33718 318 176384 32653550 1271528 0.49350 0.40540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16953 37029 53982 7736535 7790517 539526 134882 0 0 539526 539526 809289 53982 53982 134882 134882 202323 16953 16953 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. 287988 233010 54978 142634 142634 0 49893 49893 0 54978 PPP LOAN 885135 885135 X 11659644 2571870 -659 2571211 9088433 343 343 9088776 10361385 2571870 -343 2571527 7789858 659 659 7790517 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, 2021, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: BANK FEES -659. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 343. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -343. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK FEES 659. 1 URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 3458 READING RD CINCINNATI OH 45229 310565428 501(C)(3) 50000 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 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 TO DEVELOP A PARENT-CENTERED ORGANIZING STRATEGY & EXECUTE AN ACTIONABLE CHANGE IN EDUCATION POLICY. 3 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 0 0 0 0 0 0 0 0 0 MATTHEW HAMMER FOUNDER AND CO-CEO 238537 0 0 0 0 0 12327 0 20682 0 271546 0 0 0 DR CAROL HEDGSPETH VP, TALENT AND OPERATIONS 148725 0 0 0 0 0 7967 0 25343 0 182035 0 0 0 ANNALISE WATERMAN ROY VP, PARTNERSHIPS & FINANCE (THRU 04/ 151259 0 0 0 0 0 8063 0 17434 0 176756 0 0 0 JOSE ARENAS VP, COMMUNITY ORGANIZING 139303 0 0 0 0 0 7400 0 20165 0 166868 0 0 0 HANNAH GRAVETTE REGIONAL VP, LA 140680 0 0 0 0 0 7358 0 16783 0 164821 0 0 0 BETSABE CASTRO DIRECTOR, FINANCE (THRU 05/21) 148869 0 0 0 0 0 5799 0 8752 0 163420 0 0 0 THU ANH TRAN VP, SCHOOLS 145144 0 0 0 0 0 7304 0 10555 0 163003 0 0 0 X 3 1987412 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 A, LINE 4 THE ORGANIZATION MADE CHANGES TO THE INTERNAL ACCOUNTING POLICIES IN ORDER TO ACCOMODATE THE NEW FINANCE TEAM. 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.