CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES (EIN 26-2318098)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202101379349309130
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T18:11:01-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951777440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 SOUTH FLOWER STREET SUITE 3300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262318098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA CHARTER SCHOOLS ASSOCIATIONBusinessNameLine1Txt
Business Name Line2ADVOCATESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone2132441446PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11017 L STREET NO 141AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA M DELEEUWPersonNm
Person TitleCFOPersonTitleTxt
Phone2132441446PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIZBETH NEVAREZPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGORY MCGINITYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11017 L STREET NO 141AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,711,823GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CCSAADVOCATES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS.TO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS, ELECT PUBLIC OFFICIALS WHO SUPPORT CALIFORNIA CHARTER SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CHARTER SCHOOL MOVEMENT.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,765,504PYContributionsGrantsAmt
CY Contributions Grants$2,711,700CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$123CYOtherRevenueAmt
PY Total Revenue$3,765,504PYTotalRevenueAmt
CY Total Revenue$2,711,823CYTotalRevenueAmt
PY Grants And Similar Paid$384,400PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$33,400CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,493,276PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,252,602CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$118,866CYTotalFundraisingExpenseAmt
PY Other Expenses$1,964,539PYOtherExpensesAmt
CY Other Expenses$1,267,942CYOtherExpensesAmt
PY Total Expenses$3,842,215PYTotalExpensesAmt
CY Total Expenses$2,553,944CYTotalExpensesAmt
PY Revenues Less Expenses-$76,711PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$157,879CYRevenuesLessExpensesAmt
Total Assets BOY$2,006,076TotalAssetsBOYAmt
Total Assets EOY$2,095,108TotalAssetsEOYAmt
Total Liabilities BOY$422,041TotalLiabilitiesBOYAmt
Total Liabilities EOY$352,655TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,584,035NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,742,453NetAssetsOrFundBalancesEOYAmt
MissionTO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS, ELECT PUBLIC OFFICIALS WHO SUPPORT CALIFORNIA CHARTER SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CHARTER MOVEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,159,525ExpenseAmt
Grant$12,000GrantAmt
DescGROWING THE INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT AND ELECTING PUBLIC OFFICIALS WHO SUPPORT NON-PROFIT CHARTER SCHOOLS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$616,767ExpenseAmt
DescSECURING POLICY WINS TO SUPPORT NON-PROFIT CHARTER SCHOOLS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$193,325ExpenseAmt
Grant$21,400GrantAmt
DescBUILDING COALITIONS AND INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,969,617TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARA DELEEUWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3106913696PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11107 9TH STREET SUITE 200AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JED WALLACE
FORMER CEO/PRESIDENT0.000.00Yes (X)$0$638,504$6,056
MYRNA CASTREJON
CEO/PRESIDENT3.0039.00$6,239$425,761$12,200Yes (X)Yes (X)
GREGORY MCGINITY
EXECUTIVE DIRECTOR33.007.00$262,622$57,378$27,083Yes (X)
RICARDO SOTO
CHIEF ADVOCACY OFFICER & GENERAL COUNSEL1.0039.00$2,141$230,359$13,463Yes (X)
KERRY FLANAGAN
CHIEF OF STAFF1.0039.00$11,632$232,811$11,647Yes (X)
SARA DELEEUW
CHIEF FINANCIAL OFFICER4.0036.00$20,701$164,299$23,917Yes (X)
ELIZABETH ROBITAILLE
CHIEF SCHOOLS OFFICER1.0039.00$137$194,863$26,935Yes (X)
GINA PLATE
VP, REGULATORY AFFAIRS & SPECIAL EDUCATION0.0040.00$0$195,000$24,842Yes (X)
CARLOS MARQUEZ
SVP, GOVERNMENT AFFAIRS2.0038.00$12,389$209,317$19,291Yes (X)
MILES DURFEE
VP, SOUTHERN CA LOCAL ADVOCACY2.0038.00$7,843$177,157$22,231Yes (X)
LAURA MCGOWAN-ROBINSON
CHIEF OPERATING OFFICER1.0039.00$1,123$182,210$11,141Yes (X)
MARGARET FORTUNE
CHAIR2.002.00$0$0$0Yes (X)Yes (X)
JOE WILLIAMS
VICE-CHAIR2.002.00$0$0$0Yes (X)Yes (X)
BILL BLOOMFIELD
DIRECTOR2.000.00$0$0$0Yes (X)
IRENE SUMIDA
DIRECTOR2.000.00$0$0$0Yes (X)
JACKIE ELLIOT
TREASURER AND SECRETARY2.000.00$0$0$0Yes (X)
EMILIO PACK
DIRECTOR2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$324,827TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,707,659TotReportableCompRltdOrgAmt
Total Other Compensation$198,806TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K39IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MERCURY PUBLIC AFFAIRS LLC
200 VARICK ST STE 600NEW YORKNY10014LOBBYING AND CONSULTING$260,000
LIGHTHOUSE PUBLIC AFFAIRS
857 MONTGOMERY STREETSAN FRANCISCOCA94133LOBBYING AND CONSULTING$188,000
ARC STRATEGIES
1121 L STREET SUITE 408SACRAMENTOCA95814LOBBYING AND CONSULTING$156,000
MURMURATION INC
44 WALL STREET SUITE 1600NEW YORKNY10005POLLING$133,083
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Related Organizations$125,000RelatedOrganizationsAmt
All Other Contributions$2,586,700AllOtherContributionsAmt
Total Contributions$2,711,700TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$123TotalRevenueColumnAmt
Exclusion$123ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$123OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,711,823TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$123ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$33,000TotalAmt
Program Services$33,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$400TotalAmt
Program Services$400ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$274,896TotalAmt
Program Services$98,003ProgramServicesAmt
Management And General$128,783ManagementAndGeneralAmt
Fundraising$48,110FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$826,641TotalAmt
Program Services$591,935ProgramServicesAmt
Management And General$188,325ManagementAndGeneralAmt
Fundraising$46,381FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,734TotalAmt
Program Services$28,244ProgramServicesAmt
Management And General$7,522ManagementAndGeneralAmt
Fundraising$1,968FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$48,151TotalAmt
Program Services$37,083ProgramServicesAmt
Management And General$10,014ManagementAndGeneralAmt
Fundraising$1,054FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,180TotalAmt
Program Services$45,718ProgramServicesAmt
Management And General$14,715ManagementAndGeneralAmt
Fundraising$4,747FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,049TotalAmt
Management And General$32,049ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,371TotalAmt
Program Services$32,351ProgramServicesAmt
Management And General$25,020ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$505,033TotalAmt
Program Services$505,033ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$406,451TotalAmt
Program Services$402,987ProgramServicesAmt
Management And General$2,574ManagementAndGeneralAmt
Fundraising$890FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$39,740TotalAmt
Program Services$39,645ProgramServicesAmt
Fundraising$95FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,611TotalAmt
Program Services$15,090ProgramServicesAmt
Management And General$4,889ManagementAndGeneralAmt
Fundraising$1,632FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$49,599TotalAmt
Program Services$34,321ProgramServicesAmt
Management And General$9,091ManagementAndGeneralAmt
Fundraising$6,187FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$76,320TotalAmt
Program Services$55,094ProgramServicesAmt
Management And General$15,619ManagementAndGeneralAmt
Fundraising$5,607FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35,295TotalAmt
Program Services$31,270ProgramServicesAmt
Management And General$2,405ManagementAndGeneralAmt
Fundraising$1,620FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,092TotalAmt
Program Services$8,229ProgramServicesAmt
Management And General$784ManagementAndGeneralAmt
Fundraising$79FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,690TotalAmt
Program Services$3,279ProgramServicesAmt
Management And General$1,061ManagementAndGeneralAmt
Fundraising$350FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,073TotalAmt
Program Services$894ProgramServicesAmt
Management And General$22,088ManagementAndGeneralAmt
Fundraising$91FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$7,618TotalAmt
Program Services$7,041ProgramServicesAmt
Management And General$522ManagementAndGeneralAmt
Fundraising$55FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,553,944TotalAmt
Program Services$1,969,617ProgramServicesAmt
Management And General$465,461ManagementAndGeneralAmt
Fundraising$118,866FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$759,699BOYAmt
EOY$1,643,561EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$600,000BOYAmt
EOY$300,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$57,727BOYAmt
EOY$26,259EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$588,650BOYAmt
EOY$125,288EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,006,076BOYAmt
EOY$2,095,108EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26,711BOYAmt
EOY$61,295EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$395,330BOYAmt
EOY$291,360EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$422,041BOYAmt
EOY$352,655EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,541,132BOYAmt
EOY$1,703,231EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,903BOYAmt
EOY$39,222EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,584,035BOYAmt
EOY$1,742,453EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,006,076BOYAmt
EOY$2,095,108EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$157,879ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$539OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$623,687PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Expended527 Activities$611,687Expended527ActivitiesAmt
Internal Funds Contributed$12,000InternalFundsContributedAmt
Total Exempt Function Expend$623,687TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
CALIFORNIA WORKS TONY ATKINS BALLOT MEASURE COMMITTEE
347 N COAST HIGHWAY 101 SUITE 2ENCINITASCA92024464000406$5,000
BILL DODD BALLOT MEASURE COMMITTEE FOR PROGRESS REFORM AND A STRONGER CAL
1127 11TH STREET SUITE 606SACRAMENTOCA95814473885099$2,500
CALIFORNIANS FOR STRONG COMMUNITIES IAN CALDERON BALLOT MEASURE COMMITTEE
1029 J STREET SUITE 380SACRAMENTOCA95814811408164$1,500
OUR VOICE OUR VOTE LORENA GONZALEZ BALLOT MEASURE COMMITTEE
1029 J STREET SUITE 380SACRAMENTOCA95814812519382$1,500
VALLEY SOLUTIONS ASSEMBLYMEMBER ADAM GRAY'S BALLOT MEASURE COMMITTEE
400 CAPITOL MALL SUITE 1545SACRAMENTOCA95814462884905$1,500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationPOLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRELATED PARTY RECEIVABLESDesc
Book Value$125,288BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$125,288TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRELATED PARTY PAYABLEDesc
Amt$291,360Amt
FieldValueIRS element (for citing)
Total Liability$291,360TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,777,498TotalRevEtcAuditedFinclStmtAmt
Other Revenue$65,675OtherRevenueAmt
Revenue Not Reported$65,675RevenueNotReportedAmt
Revenue Subtotal$2,711,823RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,711,823TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,619,080TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$65,136OtherExpensesIncludedAmt
Expenses Not Reported$65,136ExpensesNotReportedAmt
Expenses Subtotal$2,553,944ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,553,944TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2020, 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 65,675.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY EXPENSES 65,136.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPEAK UPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111845 W OLYMPIC BLVD SUITE 1100 WAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Recipient EIN320487626RecipientEIN
IRC Section501(C)(4)IRCSectionDesc
Cash Grant$20,000CashGrantAmt
Purpose Of GrantVARIOUSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUSE OF FUNDS DONATED TO 527 AND 501(C)(4) ORGANIZATIONS ARE MONITORED THROUGH THE CAL-ACCESS WEBSITE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JED WALLACE
FORMER CEO/PRESIDENT$0$2,992$0$0$0$635,512$0$4,377$0$1,679$0$644,560$0$0
MYRNA CASTREJON
CEO/PRESIDENT$6,125$418,875$0$0$114$6,886$0$0$175$12,025$6,414$437,786$0$0
GREGORY MCGINITY
EXECUTIVE DIRECTOR$262,622$57,378$0$0$0$0$9,650$3,180$11,674$2,579$283,946$63,137$0$0
RICARDO SOTO
CHIEF ADVOCACY OFFICER & GENERAL COU$2,141$227,859$0$0$0$2,500$0$0$125$13,338$2,266$243,697$0$0
KERRY FLANAGAN
CHIEF OF STAFF$7,143$193,899$0$0$4,489$38,912$178$4,581$266$6,622$12,076$244,014$0$0
SARA DELEEUW
CHIEF FINANCIAL OFFICER$20,701$164,299$0$0$0$0$1,243$9,866$1,434$11,374$23,378$185,539$0$0
ELIZABETH ROBITAILLE
CHIEF SCHOOLS OFFICER$137$194,863$0$0$0$0$8$11,707$11$15,209$156$221,779$0$0
GINA PLATE
VP, REGULATORY AFFAIRS & SPECIAL EDU$0$195,000$0$0$0$0$0$11,723$0$13,119$0$219,842$0$0
CARLOS MARQUEZ
SVP, GOVERNMENT AFFAIRS$10,890$179,111$0$0$1,499$30,206$620$10,472$465$7,734$13,474$227,523$0$0
MILES DURFEE
VP, SOUTHERN CA LOCAL ADVOCACY$7,843$177,157$0$0$0$0$393$8,871$550$12,417$8,786$198,445$0$0
LAURA MCGOWAN-ROBINSON
CHIEF OPERATING OFFICER$958$159,459$0$0$165$22,751$57$8,263$17$2,804$1,197$193,277$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE 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 4AJED WALLACE RECEIVED $565,627 IN SEPARATION PAY FROM RELATED ORGANIZATION (CCSA).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7BTHE 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 11BTHE FORM 990 IS PREPARED BY A CPA FIRM. IT IS REVIEWED AND APPROVED BY THE ORGANIZATION AND DISTRIBUTED TO THE BOARD MEMBERS PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15ATHE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 402,987. MANAGEMENT AND GENERAL EXPENSES 2,574. FUNDRAISING EXPENSES 890. TOTAL EXPENSES 406,451.
FORM 990, PART XI, LINE 9:RELATED PARTY REVENUE 65,675. RELATED PARTY EXPENSES -65,136.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CA CHARTER SCHOOLS ASSOCIATION
1107 9TH STREET SUITE 200SACRAMENTOCA95814510465703CHARITABLE ACTIVITYCA501(C)(3)509 (A)(1)N/A0
FAMILIES AND TEACHERS UNITED
455 CAPITOL MALL STE 600SACRAMENTOCA95814452613909SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
CHARTER PUBLIC SCHOOLS PAC
455 CAPITOL MALL STE 600SACRAMENTOCA95814261434738SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
CHARTER COMMUNITY PAC
455 CAPITOL MALL STE 600SACRAMENTOCA95814471639191SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
CCSA ADVOCATES FOR GREAT PUBLIC SCHOOLS
2350 KERNER BLVD SUITE 250SAN RAFAELCA94901813998681CONTRIBUTIONS TO CANDIDATESCA527N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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