2021-02-11T13:28:08-06:00 2020-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2019-07-01 462155826 INNOVATE PUBLIC SCHOOLS INNO 6505626200 1400 PARKMOOR AVE NO 240 SAN JOSE CA 95126 MATTHEW HAMMER CEO 6505626200 2021-02-05 1 MATTHEW PETROSKI P00853132 4082006400 2021-02-05 2019 2022-09-23 18:48:47Z MATTHEW HAMMER 1400 PARKMOOR AVE NO 240 SAN JOSE CA 95126 8998468 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. 9 8 63 10 0 0 2564273 7600571 144883 343178 35480 39928 971 6457 2745607 7990134 7000 40000 0 0 2227039 4623038 58300 0 513849 1281107 2032009 3573446 6695047 -827839 1295087 6449581 8504028 398628 1157988 6050953 7346040 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 2981263 THE ORGANIZATION SUPPORTS AND EMPOWERS PARENTS IN HIGH-NEED COMMUNITIES SO THEY CAN EFFECTIVELY ADVOCATE FOR BETTER SCHOOLS AND SUSTAIN COMMUNITY EFFORTS OVER THE LONG-TERM.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, 2020, THE ORGANIZATION HAS ACTIVE PARENT ORGANIZATIONS IN LOS ANGELES, SAN JOSE, REDWOOD CITY, EAST PALO ALTO AND SAN FRANCISCO.NATIONAL ORGANIZING - THE ORGANIZATION ALSO TRAINS AND DEVELOPS PROFESSIONAL COMMUNITY ORGANIZERS AND PARENT VOLUNTEER LEADERS FROM ACROSS THE COUNTRY THROUGH THE COMMUNITY ORGANIZER TRAINING PROGRAM AND NATIONAL PARENT LEADER INSTITUTE. 1196993 THE ORGANIZATION HAS A THREE-PRONGED STRATEGY TO ACHIEVE THIS OVER-ARCHING GOAL. THE ORGANIZATION PUBLISHES EASY TO UNDERSTAND DATA AND RESEARCH TO INFORM THE PUBLIC ABOUT WHICH SCHOOLS ARE EXCELLING, WHICH ONES ARE STRUGGLING, AND WHERE TO FIND SOLUTIONS THAT WORK.RESEARCH, POLICY, AND 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.LOBBYING - AS A 501(C)(3) ORGANIZATION, THE ORGANIZATION IS ALLOWED TO ENGAGE IN AN INSUBSTANTIAL AMOUNT OF LOBBYING EACH YEAR. IN THE YEAR ENDED JUNE 30, 2020, THE ORGANIZATION CONDUCTED A VERY SMALL AMOUNT OF LOBBYING. 689132 40000 349635 THE ORGANIZATION WORKS WITH EDUCATORS FROM BOTH SCHOOL DISTRICTS AND NON-PROFIT PUBLIC CHARTER SCHOOLS TO START EXCELLENT NEW PUBLIC SCHOOLS AND REDESIGN CHRONICALLY LOW-PERFORMING SCHOOLS.SCHOOLS - THE ORGANIZATION WORKS TO ACCELERATE THE GROWTH OF HIGHQUALITY PUBLIC SCHOOLS FOR UNDERSERVED CHILDREN. THE ORGANIZATION'S MAJOR SCHOOL SUPPORT EFFORTS ARE THE WORLDCLASS 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 AROUNDPERSISTENTLY 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, INCLUDING LEADERSHIP DEVELOPMENT AND ONEONONE COACHING FOR THE SCHOOL LEADER, VISITS TO AND RESIDENCIES AT EXCELLENT SCHOOLS, SCHOOLBASED IMPLEMENTATION SUPPORT, AND ORGANIZING PARENTS SUPPORT. THE ORGANIZATION ALSO PROVIDES ONGOING COACHING FOR SCHOOL LEADERS IN THE YEARS AFTER THEY PARTICIPATE IN THE FELLOWSHIP. 4867388 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 1 0 0 0 0 0 0 0 0 1 38 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 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 ALICIA GALLEGOS FAMBRINI BOARD PRESIDENT (THRU 09/19) 0.50 X X 0 0 0 MICHELLE VILCHEZ BOARD PRESIDENT (START 09/19) 0.50 X X 0 0 0 ALEX CORTEZ BOARD SECRETARY 0.50 X X 0 0 0 GREG GALLO BOARD TREASURER 0.50 X X 0 0 0 GERALDINE ANDERSON BOARD MEMBER 0.50 X 0 0 0 ROCSANA ENRIQUEZ BOARD MEMBER 0.50 X 0 0 0 LEON BEAUCHMAN BOARD MEMBER 0.50 X 0 0 0 MARC TARPENNING BOARD MEMBER 0.50 X 0 0 0 ERIC SCROGGINS BOARD MEMBER 0.50 X 0 0 0 JORGE TITINGER BOARD MEMBER (THRU 04/20) 0.50 X 0 0 0 MATTHEW HAMMER FOUNDER AND CEO 40.00 X X 239375 0 29773 ANNALISE WATERMAN ROY VP, PARTNERSHIPS AND FINAN 40.00 X 144389 0 27419 DR CAROL HEDGSPETH VP, TALENT AND OPERATIONS 40.00 X 143729 0 29690 COREY TIMPSON DIRECTOR, NATIONAL ORGANIZING 40.00 X 135543 0 9080 JOSE ARENAS VP, COMMUNITY ORGANIZING 40.00 X 134386 0 16795 BETSABE CASTRO DIRECTOR, FINANCE 40.00 X 132976 0 16481 THU ANH TRAN VP, SCHOOLS 40.00 X 126992 0 14919 1057390 0 144157 13 0 1 0 HAYES MANSION SAN JOSE 200 EDENVALE AVE SAN JOSE CA 95136 VENUE SERVICES FOR EVENTS 122941 1 7600571 1013937 7600571 CONTRACT REVENUE 611710 231178 231178 FELLOWSHIP FEES 611710 112000 112000 343178 33718 33718 1013644 900 1003831 4503 9813 -3603 6210 6210 MISC REVENUE 611710 6457 6457 6457 7990134 349635 0 39928 19000 19000 21000 21000 461345 105976 228063 127306 3270634 2522077 500813 247744 144992 112456 24715 7821 455646 301548 107577 46521 290421 209593 52911 27917 2314 2314 39545 39545 2608 2608 622168 385402 221558 15208 1560 1125 328 107 192688 145722 36150 10816 234513 178331 43178 13004 63832 54452 7826 1554 621029 598952 15535 6542 133805 104368 21409 8028 24694 14376 9212 1106 PROGRAM EXPENSES 49925 49925 MISC EXPENSE 43328 43085 68 175 6695047 4867388 1313810 513849 6071387 8214381 49975 52000 742 611 72061 86105 633004 494958 242532 138046 12884 12885 6449581 8504028 394796 473452 3832 0 0 684536 398628 1157988 X 5328232 6037747 722721 1308293 6050953 7346040 6449581 8504028 1295087 0 X X 0 1 X 1 0 X 5815245 6079344 7421369 2564273 7600571 29480802 5815245 6079344 7421369 2564273 7600571 29480802 17452427 12028375 12886 43959 62909 35480 33718 188952 29669754 1317501 0.40540 0.43290 X SCHEDULE A, PART II - PUBLIC SUPPORT TEST FORM 990, SCHEDULE A, PART II, COLUMN (A) - (C) REPORT FY'S ENDING DECEMBER 31, 2016 THROUGH DECEMBER 31, 2018. AFTER DECEMBER 31, 2018, THE ORGANIZATION CHANGED ITS FISCAL YEAR END (FYE) FROM DECEMBER 31 TO JUNE 30. COLUMN (D) REPORTS THE 6-MONTH PERIOD ENDING JUNE 30, 2019. COLUMN (E) REPORTS THE UPDATED TAX YEAR 2019 FROM JULY 1, 2019 TO JUNE 30, 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 2608 0 0 0 0 2608 0 PART II-B, LINE 1: 1. SUPPORT MEASURE H IN REDWOOD CITY 2. DIGITAL CALL TO ACTION REGARDING PARENTS' STATEWIDE DEMANDS ON DISTANCE LEARNING 287988 213379 74609 295122 231685 63437 49894 49894 0 138046 PPP LOAN 684023 CAPITAL LEASE LIABILITY 513 684536 X 8151212 154104 -1629 152475 7998737 -8603 -8603 7990134 6856125 154104 8603 162707 6693418 1629 1629 6695047 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, 2020, 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 -1,629. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -3,603. REFUNDED GRANTS -5,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 3,603. REFUNDED GRANTS 5,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK FEES 1,629. 1 LAZEAR CHARTER ACADEMY 824 29TH AVE OAKLAND CA 94601 202204424 501(C)(3) 7000 STAFF COVERAGE WHEN FELLOW IS RELEASED FROM TYPICAL RESPONSIBILITIES IN ORDER FOR FELLOW TO PARTICIPATE IN INNOVATE'S SCHOOL FELLOWSHIP PROGRAM. OAKLAND PUBLIC ED FUND PO BOX 71005 OAKLAND CA 94612 432014630 501(C)(3) 7000 STAFF COVERAGE WHEN FELLOW IS RELEASED FROM TYPICAL RESPONSIBILITIES IN ORDER FOR FELLOW TO PARTICIPATE IN INNOVATE'S SCHOOL FELLOWSHIP PROGRAM. NAVIGATOR SCHOOLS 650 SAN BENITO ST STE 230 HOLLISTER CA 95023 274238843 501(C)(3) 5000 STAFF COVERAGE WHEN FELLOW IS RELEASED FROM TYPICAL RESPONSIBILITIES IN ORDER FOR FELLOW TO PARTICIPATE IN INNOVATE'S SCHOOL FELLOWSHIP PROGRAM. 3 0 INNOVATION GRANTS 3 21000 PART I, LINE 2: GRANTEES SUBMITTED A BUDGET WITH DETAILED PLANS FOR THEIR PROPOSED PILOT PROGRAM, IN ADVANCE OF RECEIPT OF THE GRANT. THEIR INNOVATE COACH MET BIWEEKLY WITH THEM TO MONITOR THE IMPLEMENTATION OF THEIR PILOT PROGRAM, INCLUDING USE OF FUNDS IN ACCORDANCE WITH THEIR BUDGET AND GRANT EXPECTATIONS. X X 0 0 0 0 0 0 0 0 0 MATTHEW HAMMER FOUNDER AND CEO 239375 0 0 0 0 0 12319 0 17454 0 269148 0 0 0 ANNALISE WATERMAN ROY VP, PARTNERSHIPS AND FINAN 144389 0 0 0 0 0 7890 0 19529 0 171808 0 0 0 DR CAROL HEDGSPETH VP, TALENT AND OPERATIONS 143729 0 0 0 0 0 7650 0 22040 0 173419 0 0 0 JOSE ARENAS VP, COMMUNITY ORGANIZING 134386 0 0 0 0 0 6831 0 9964 0 151181 0 0 0 X 1 1013937 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF ITEMS CONTRIBUTED. 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.