2022-05-16T11:31:52-05:00 2021-06-30 951777440 GREEN HASSON & JANKS LLP 700 SOUTH FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2020-07-01 262318098 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES CALI 2132441446 1017 L STREET NO 141 SACRAMENTO CA 95814 SARA M DELEEUW CFO 2132441446 2022-05-13 1 SARA DELEEUW 999009999 LIZBETH NEVAREZ P01399868 3108731600 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z GREGORY MCGINITY 1017 L STREET NO 141 SACRAMENTO CA 95814 3140000 0 X WWW.CCSAADVOCATES.ORG X 2009 CA TO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS, ENDORSE AND SUPPORT PUBLIC OFFICIALS WHO ARE COMMITTED TO CALIFORNIA CHARTER PUBLIC SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT. 6 5 72 5 0 0 2711700 3140000 0 0 0 0 123 0 2711823 3140000 33400 3000 0 0 1252602 1154975 0 11120 92516 1267942 1430116 2553944 2599211 157879 540789 2095108 2631837 352655 348595 1742453 2283242 X TO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS, ENDORSE AND SUPPORT PUBLIC OFFICIALS WHO ARE COMMITTED TO CALIFORNIA CHARTER PUBLIC SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT. 0 0 1085179 3000 SECURING POLICY WINS TO SUPPORT NON-PROFIT CHARTER SCHOOLS. 734164 GROWING THE INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT AND ELECTING PUBLIC OFFICIALS WHO SUPPORT NON-PROFIT CHARTER SCHOOLS. 225543 BUILDING COALITIONS AND INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS. 2044886 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 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 0 0 1 12 0 1 72 0 0 0 0 0 1 1 0 0 0 X 6 5 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SARA DELEEUW 3106913696 1107 9TH STREET SUITE 200 SACRAMENTO CA 95814 MYRNA CASTREJON CEO/PRESIDENT 3.00 39.00 X X 6375 451545 30053 GREGORY MCGINITY EXECUTIVE DIRECTOR 26.00 14.00 X 204692 115308 29462 RICARDO SOTO CHIEF ADVOCACY OFFICER & GENERAL COUNSEL 1.00 39.00 X 5628 242707 14330 KERRY FLANAGAN FORMER CHIEF OF STAFF 0.00 0.00 X 0 230000 0 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 1.00 39.00 X 7064 215853 8097 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 1.00 39.00 X 203 209797 28947 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL EDUCATION 1.00 39.00 X 56 206194 26388 MILES DURFEE VP, SOUTHERN CA LOCAL ADVOCACY 1.00 39.00 X 2364 193308 23737 CASSANDRA HORTON VP, LOS ANGELES LOCAL ADVOCACY 1.00 39.00 X 4631 164765 17202 SARA DELEEUW CHIEF FINANCIAL OFFICER 1.00 39.00 X 4642 152564 22863 JACOB REGALADO VP, POLITICAL AND STRATEGIC AFFAIRS 33.00 7.00 X 129036 38930 11540 MARGARET FORTUNE CHAIR (THROUGH 09/20) 2.00 2.00 X X 0 0 0 CRISTINA DEJESUS CHAIR (AS OF 09/20) 2.00 2.00 X X 0 0 0 JOE WILLIAMS VICE-CHAIR 2.00 2.00 X X 0 0 0 JACKIE ELLIOT TREASURER AND SECRETARY 0.00 2.00 X X 0 0 0 IRENE SUMIDA DIRECTOR 0.00 2.00 X 0 0 0 EMILIO PACK DIRECTOR 0.00 2.00 X 0 0 0 364691 2220971 212619 3 1 1 0 CM3 ADVOCACY LLC 1925 9TH STREET SACRAMENTO CA 95811 LOBBYING AND CONSULTING 130000 MERCURY PUBLIC AFFAIRS LLC 200 VARICK ST STE 600 NEW YORK NY 10014 LOBBYING AND CONSULTING 108000 2 540000 2600000 3140000 3140000 0 0 0 X 3000 3000 393705 235946 117480 40279 631597 449765 157335 24497 27113 19517 6588 1008 44255 33920 8970 1365 58305 41193 14144 2968 95041 95041 53263 28913 24350 540000 540000 11120 11120 440488 438759 1253 476 160295 160295 8912 6229 2227 456 47302 32509 8203 6590 54332 39612 11633 3087 2780 2733 47 335 85 250 4069 2975 892 202 13885 832 12996 57 OTHER EXPENSES 9414 8603 400 411 2599211 2044886 461809 92516 1643561 1708997 300000 350000 26259 32840 125288 540000 2095108 2631837 61295 65477 291360 283118 352655 348595 X 1703231 2251842 39222 31400 1742453 2283242 2095108 2631837 X 540789 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 567538 0 442870 3000 445870 1 RUBIO FIGHTING FOR CALIFORNIA BALLOT MEASURE COMMITTEE 921 11TH STREET SUITE 904 SACRAMENTO CA 95814 300805115 3000 PART I-A, LINE 1: POLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES. 0 RELATED PARTY RECEIVABLES 540000 540000 RELATED PARTY PAYABLE 283118 283118 X 3147041 7041 7041 3140000 0 3140000 2606252 7041 7041 2599211 0 2599211 PART X, LINE 2: CCSA ADVOCATES 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, 2021, CCSA ADVOCATES 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 7,041. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 7,041. X X X 1 0 0 0 0 0 0 0 0 MYRNA CASTREJON CEO/PRESIDENT 6251 418749 0 0 124 32796 284 16816 183 12770 6842 481131 0 0 GREGORY MCGINITY EXECUTIVE DIRECTOR 204692 115308 0 0 0 0 9609 4825 9592 5436 223893 125569 0 0 RICARDO SOTO CHIEF ADVOCACY OFFICER & GENERAL COU 1139 233861 0 0 4489 8846 0 0 67 14263 5695 256970 0 0 KERRY FLANAGAN FORMER CHIEF OF STAFF 0 0 0 0 0 230000 0 0 0 0 0 230000 0 0 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 7064 215853 0 0 0 0 0 1253 177 6667 7241 223773 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 203 202297 0 0 0 7500 12 12648 16 16271 231 238716 0 0 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL EDU 56 194944 0 0 0 11250 4 12395 4 13985 64 232574 0 0 MILES DURFEE VP, SOUTHERN CA LOCAL ADVOCACY 2364 182635 0 0 0 10673 128 9710 178 13721 2670 216739 0 0 CASSANDRA HORTON VP, LOS ANGELES LOCAL ADVOCACY 4466 155534 0 0 165 9231 268 9927 201 6806 5100 181498 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 4642 149006 0 0 0 3558 287 9154 343 13079 5272 174797 0 0 JACOB REGALADO VP, POLITICAL AND STRATEGIC AFFAIRS 129036 29839 0 0 0 9091 8190 1894 1181 275 138407 41099 0 0 PART I, LINE 3 THE ORGANIZATION HAS A SHARED RESOURCES AGREEMENT TO SHARE EMPLOYEES. THE SHARED EMPLOYEES TRACK AND REPORT THEIR TIME AND THE CCSA ADVOCATES 501(C)(4) REIMBURSES THE CCSA 501(C)(3) FOR THE TIME AND OVERHEAD OF THE EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. 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. PART I, LINE 4A KERRY FLANAGAN RECEIVED SEPARATION PAY FROM THE RELATED ORGANIZATION, CCSA. FORM 990, PART VI, SECTION A, LINE 7B THE SELECTION OF DIRECTORS IS A GOVERNANCE DECISION RESERVED TO THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION, AND ANY AMENDMENTS TO CCSA ADVOCATES' ARTICLES OF INCORPORATION OR BYLAWS REQUIRE THE APPROVAL OF THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION. 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 15A THE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 438,759. MANAGEMENT AND GENERAL EXPENSES 1,253. FUNDRAISING EXPENSES 476. TOTAL EXPENSES 440,488. CA CHARTER SCHOOLS ASSOCIATION 1107 9TH STREET SUITE 200 SACRAMENTO CA 95814 510465703 CHARITABLE ACTIVITY CA 501(C)(3) 509 (A)(1) N/A 0 FAMILIES AND TEACHERS UNITED 455 CAPITOL MALL STE 600 SACRAMENTO CA 95814 452613909 SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATES CA 527 N/A 0 CHARTER PUBLIC SCHOOLS PAC 455 CAPITOL MALL STE 600 SACRAMENTO CA 95814 261434738 CHARITABLE ACTIVITY CA 527 N/A 0 CCSA ADVOCATES FOR GREAT PUBLIC SCHOOLS 2350 KERNER BLVD SUITE 250 SAN RAFAEL CA 94901 813998681 CONTRIBUTIONS TO CANDIDATES CA 527 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0