2021-05-17T18:11:01-05:00 2020-06-30 951777440 GREEN HASSON & JANKS LLP 700 SOUTH FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2019-07-01 262318098 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES CALI 2132441446 1017 L STREET NO 141 SACRAMENTO CA 95814 SARA M DELEEUW CFO 2132441446 2021-05-17 1 LIZBETH NEVAREZ P01399868 3108731600 2019 2022-09-23 18:48:47Z GREGORY MCGINITY 1017 L STREET NO 141 SACRAMENTO CA 95814 2711823 0 X WWW.CCSAADVOCATES.ORG X 2009 CA TO 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. 7 6 0 7 0 0 3765504 2711700 0 0 0 0 0 123 3765504 2711823 384400 33400 0 0 1493276 1252602 0 0 118866 1964539 1267942 3842215 2553944 -76711 157879 2006076 2095108 422041 352655 1584035 1742453 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 MOVEMENT. 0 0 1159525 12000 GROWING THE INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT AND ELECTING PUBLIC OFFICIALS WHO SUPPORT NON-PROFIT CHARTER SCHOOLS. 616767 SECURING POLICY WINS TO SUPPORT NON-PROFIT CHARTER SCHOOLS. 193325 21400 BUILDING COALITIONS AND INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS. 1969617 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 24 0 1 0 0 0 0 0 1 1 0 0 0 X 7 6 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 JED WALLACE FORMER CEO/PRESIDENT 0.00 0.00 X 0 638504 6056 MYRNA CASTREJON CEO/PRESIDENT 3.00 39.00 X X 6239 425761 12200 GREGORY MCGINITY EXECUTIVE DIRECTOR 33.00 7.00 X 262622 57378 27083 RICARDO SOTO CHIEF ADVOCACY OFFICER & GENERAL COUNSEL 1.00 39.00 X 2141 230359 13463 KERRY FLANAGAN CHIEF OF STAFF 1.00 39.00 X 11632 232811 11647 SARA DELEEUW CHIEF FINANCIAL OFFICER 4.00 36.00 X 20701 164299 23917 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 1.00 39.00 X 137 194863 26935 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL EDUCATION 0.00 40.00 X 0 195000 24842 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 2.00 38.00 X 12389 209317 19291 MILES DURFEE VP, SOUTHERN CA LOCAL ADVOCACY 2.00 38.00 X 7843 177157 22231 LAURA MCGOWAN-ROBINSON CHIEF OPERATING OFFICER 1.00 39.00 X 1123 182210 11141 MARGARET FORTUNE CHAIR 2.00 2.00 X X 0 0 0 JOE WILLIAMS VICE-CHAIR 2.00 2.00 X X 0 0 0 BILL BLOOMFIELD DIRECTOR 2.00 0.00 X 0 0 0 IRENE SUMIDA DIRECTOR 2.00 0.00 X 0 0 0 JACKIE ELLIOT TREASURER AND SECRETARY 2.00 0.00 X 0 0 0 EMILIO PACK DIRECTOR 2.00 0.00 X 0 0 0 324827 2707659 198806 39 1 1 0 MERCURY PUBLIC AFFAIRS LLC 200 VARICK ST STE 600 NEW YORK NY 10014 LOBBYING AND CONSULTING 260000 LIGHTHOUSE PUBLIC AFFAIRS 857 MONTGOMERY STREET SAN FRANCISCO CA 94133 LOBBYING AND CONSULTING 188000 ARC STRATEGIES 1121 L STREET SUITE 408 SACRAMENTO CA 95814 LOBBYING AND CONSULTING 156000 MURMURATION INC 44 WALL STREET SUITE 1600 NEW YORK NY 10005 POLLING 133083 4 125000 2586700 2711700 OTHER INCOME 900099 123 123 123 2711823 0 0 123 X 33000 33000 400 400 274896 98003 128783 48110 826641 591935 188325 46381 37734 28244 7522 1968 48151 37083 10014 1054 65180 45718 14715 4747 32049 32049 57371 32351 25020 505033 505033 406451 402987 2574 890 39740 39645 95 21611 15090 4889 1632 49599 34321 9091 6187 76320 55094 15619 5607 35295 31270 2405 1620 9092 8229 784 79 4690 3279 1061 350 23073 894 22088 91 OTHER EXPENSES 7618 7041 522 55 2553944 1969617 465461 118866 759699 1643561 600000 300000 57727 26259 588650 125288 2006076 2095108 26711 61295 395330 291360 422041 352655 X 1541132 1703231 42903 39222 1584035 1742453 2006076 2095108 X 157879 539 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 623687 0 611687 12000 623687 0 CALIFORNIA WORKS TONY ATKINS BALLOT MEASURE COMMITTEE 347 N COAST HIGHWAY 101 SUITE 2 ENCINITAS CA 92024 464000406 5000 BILL DODD BALLOT MEASURE COMMITTEE FOR PROGRESS REFORM AND A STRONGER CAL 1127 11TH STREET SUITE 606 SACRAMENTO CA 95814 473885099 2500 CALIFORNIANS FOR STRONG COMMUNITIES IAN CALDERON BALLOT MEASURE COMMITTEE 1029 J STREET SUITE 380 SACRAMENTO CA 95814 811408164 1500 OUR VOICE OUR VOTE LORENA GONZALEZ BALLOT MEASURE COMMITTEE 1029 J STREET SUITE 380 SACRAMENTO CA 95814 812519382 1500 VALLEY SOLUTIONS ASSEMBLYMEMBER ADAM GRAY'S BALLOT MEASURE COMMITTEE 400 CAPITOL MALL SUITE 1545 SACRAMENTO CA 95814 462884905 1500 PART I-A, LINE 1: POLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES. 0 RELATED PARTY RECEIVABLES 125288 125288 RELATED PARTY PAYABLE 291360 291360 X 2777498 65675 65675 2711823 0 2711823 2619080 65136 65136 2553944 0 2553944 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. 1 SPEAK UP 11845 W OLYMPIC BLVD SUITE 1100 W LOS ANGELES CA 90064 320487626 501(C)(4) 20000 VARIOUS 0 1 PART I, LINE 2: USE OF FUNDS DONATED TO 527 AND 501(C)(4) ORGANIZATIONS ARE MONITORED THROUGH THE CAL-ACCESS WEBSITE. X X 1 0 0 0 0 0 0 0 0 JED WALLACE FORMER CEO/PRESIDENT 0 2992 0 0 0 635512 0 4377 0 1679 0 644560 0 0 MYRNA CASTREJON CEO/PRESIDENT 6125 418875 0 0 114 6886 0 0 175 12025 6414 437786 0 0 GREGORY MCGINITY EXECUTIVE DIRECTOR 262622 57378 0 0 0 0 9650 3180 11674 2579 283946 63137 0 0 RICARDO SOTO CHIEF ADVOCACY OFFICER & GENERAL COU 2141 227859 0 0 0 2500 0 0 125 13338 2266 243697 0 0 KERRY FLANAGAN CHIEF OF STAFF 7143 193899 0 0 4489 38912 178 4581 266 6622 12076 244014 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 20701 164299 0 0 0 0 1243 9866 1434 11374 23378 185539 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 137 194863 0 0 0 0 8 11707 11 15209 156 221779 0 0 GINA PLATE VP, REGULATORY AFFAIRS & SPECIAL EDU 0 195000 0 0 0 0 0 11723 0 13119 0 219842 0 0 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 10890 179111 0 0 1499 30206 620 10472 465 7734 13474 227523 0 0 MILES DURFEE VP, SOUTHERN CA LOCAL ADVOCACY 7843 177157 0 0 0 0 393 8871 550 12417 8786 198445 0 0 LAURA MCGOWAN-ROBINSON CHIEF OPERATING OFFICER 958 159459 0 0 165 22751 57 8263 17 2804 1197 193277 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 JED WALLACE RECEIVED $565,627 IN SEPARATION PAY FROM 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 MEMBERS 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 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. 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 SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATES CA 527 N/A 0 CHARTER COMMUNITY PAC 455 CAPITOL MALL STE 600 SACRAMENTO CA 95814 471639191 SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATES 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