2021-11-03T19:43:36-05:00 2020-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2020-01-01 800562254 THE CALIFORNIA EDUCATION PARTNERS CALI 4153218017 ONE LOMBARD STREET NO 305 SAN FRANCISCO CA 94111 PHILIP HALPERIN EXECUTIVE DIRECTOR 4153218017 2021-11-02 1 PHILIP HALPERIN 999009999 MICHAEL LUMSDEN P01262236 4159561500 2021-11-02 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z PHILIP HALPERIN ONE LOMBARD STREET NO 305 SAN FRANCISCO CA 94111 3815957 0 X WWW.CAEDPARTNERS.ORG X 2010 CA SUPPORTING LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. 7 5 22 5 0 0 3103673 3735926 37671 39455 2315 40576 0 0 3143659 3815957 0 0 0 0 3224465 3570666 0 0 0 3109892 2835842 6334357 6406508 -3190698 -2590551 18242221 15649827 213290 211447 18028931 15438380 X CALIFORNIA EDUCATION PARTNERS SEEDS AND GROWS COLLABORATIONS AMONG CALIFORNIA'S SCHOOL SYSTEMS, SO THAT THEY INNOVATE, IMPROVE, AND BUILD INTERNAL CAPACITY AS LEARNING ORGANIZATIONS IN ORDER TO CLOSE GAPS AND LEAD HIGH PERFORMING, EQUITABLE SCHOOLS THAT SERVE ALL STUDENTS WELL FOR THE 21ST CENTURY. 0 0 4896078 0 39455 CALIFORNIA EDUCATION PARTNERS SUPPORTS LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. BUILDING ON THE MOST UP-TO-DATE RESEARCH, EXPERTISE, AND CURRENT ADVANCES IN THE FIELD, THE ORGANIZATION ENABLES LEADING SCHOOL DISTRICTS ACROSS THE STATE TO PARTNER WITH AND LEARN FROM EACH OTHER; TO IMPROVE, INNOVATE, AND BUILT INTERNAL CAPACITY AS LEARNING OPPORTUNITIES; AND TO DESIGN AND IMPLEMENT PROGRAMS AND POLICIES THAT ADVANCE STUDENT ACHIEVEMENT IN THEIR RESPECTIVE DISTRICTS AND, POTENTIALLY, IN DISTRICTS THROUGHOUT CALIFORNIA. THE ORGANIZATION ACHIEVES IMPACT THROUGH MANY PROGRAMS, INCLUDING: (I) ON TRACK - WHICH SUPPORTS STUDENTS TO "GET ON AND STAY ON TRACK" FOR A-G GRADUATION; (II) STANFORD-SEQUOIA K-12 RESEARCH COLLABORATIVE - WHICH IMPROVES A RANGE OF STUDENT OUTCOMES FOR ENGLISH LEARNERS AND INCREASES ACCESS AND EQUITY TO MARGINALIZED GROUPS OF STUDENTS; (III) STANFORD/SFUSD PARTNERSHIP - WHICH SUPPORTS AND PROMOTES INNOVATIVE, PRACTICAL RESEARCH, AND (IV) PRE-K TO 3 COHERENCE COLLABORATION (P3CC) - WHICH RESEARCHES THE EFFECTS OF WHEN A GREAT PRESCHOOL ISN'T ALIGNED WITH K-12 IN CALIFORNIA SCHOOL DISTRICTS. 4896078 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 0 1 30 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MELINDA LEUNG 4153218011 ONE LOMBARD STREET SUITE 305 SAN FRANCISCO CA 94111 LAURA SCHWALM BOARD SECRETARY / CHIEF OF STAFF 40.00 X X 230470 0 63859 JODEE MARCELLIN DIR OF DISTRICT TO DISTRICT PROG 40.00 X 190229 0 48640 STEVEN KELLNER DIR OF PROG SUSTAINABILITY & GROWTH 40.00 X 198172 0 38245 MELINDA LEUNG DIRECTOR OF FINANCE 40.00 X 198172 0 28794 LAURA WENTWORTH DIRECTOR OF RPP PROGRAM 40.00 X 165449 0 43589 JANNA SMITH DIR OF OPERATIONS, PEOPLE & CULTURE 40.00 X 166400 0 20033 PHILIP HALPERIN BOARD TREASURER / EXECUTIVE DIRECTOR 40.00 X X 9100 0 25283 MIKE HANSON BOARD MEMBER 0.50 X 0 0 0 JENNIFER O'DAY BOARD MEMBER 0.50 X 0 0 0 JORGE RUIZ DE VELASCO BOARD CHAIR 0.50 X X 0 0 0 DON SHALVEY BOARD MEMBER EFFECTIVE 9/2020 0.50 X 0 0 0 MIKE SMITH BOARD MEMBER 0.50 X 0 0 0 1157992 0 268443 14 0 1 1 ACUMEN SOLUTIONS INC 8280 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 CONSULTING 362500 CORE DISTRICTS 1107 9TH STREET SUITE 500 SACRAMENTO CA 95814 RESEARCH 162500 STANFORD UNIVERSITY 450 SERA MALL STANFORD CA 94305 CONSULTING 127734 3 3735926 3735926 PROGRAM SERVICE FEES 900099 34021 34021 OTHER REVENUES 900099 5434 5434 39455 40576 40576 3815957 39455 0 40576 X 328712 294329 34383 2538027 2024683 513344 121873 64438 57435 365740 213077 152663 216314 72818 143496 16351 16351 30367 30367 822511 746737 75774 64367 8524 55843 143655 13027 130628 322346 249849 72497 232169 231891 278 142778 135153 7625 7520 7520 26491 26491 OTHER DIRECT PROG EXP 982033 838112 143921 INTERNAL MEETING EXP 26477 314 26163 HR EXPENSES 6239 6239 BOOKS/SUBSCRIPTIONS 3294 2646 648 9244 480 8764 6406508 4896078 1510430 0 3640734 10514003 5002316 742892 9193424 4201970 9369 48 353186 140242 110879 75207 43192 35672 0 15000 18242221 15649827 213290 211447 213290 211447 X 1944590 5048250 16084341 10390130 18028931 15438380 18242221 15649827 -2590551 0 X 0 1 X 1 0 X 12771551 4213216 15429641 3103673 3735926 39254007 12771551 4213216 15429641 3103673 3735926 39254007 34885115 4368892 2315 40576 42891 39296898 196952 0.11120 0.12420 X PURSUANT TO REGULATION 1.170A-9(E)(3), THE ORGANIZATION NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC AND IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS MADE BY GOVERNMENT UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL SOURCES OF PUBLIC SUPPORT. THE BOARD OF DIRECTORS MAINTAINS A CONTINUOUS BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS. CALIFORNIA EDUCATION PARTNERS IS CONTINUOUSLY DEVELOPING STRATEGIES TO REACH OUT TO THE PUBLIC TO DONATE AND RAISE FUNDS TO SUPPORT VARIOUS PROGRAMS DESIGNED TO ENSURE SCHOOL DISTRICTS IN CALIFORNIA TAP THE INSIGHT AND EXPERTISE OF PROFESSIONALS WORKING IN THOSE SCHOOLS AND SYSTEMS TO SURFACE SOLUTIONS TO SET UP STUDENTS TO THRIVE.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR-ENDED DECEMBER 31, 2020, PUBLIC SUPPORT EQUALED 11.12%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT AND REPRESENTS A SLIGHT DECREASE WHEN COMPARED THE PUBLIC SUPPORT PERCENTAGE AT DECEMBER 31, 2019.(IV) SOURCES OF SUPPORT: THE ORGANIZATION RECEIVES SUPPORT FROM A LARGE REPRESENTATIVE NUMBER OF PERSONS. IT DOES NOT RECEIVE ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 2010 (JUST OVER 10 YEARS), AND IS STILL EXPANDING ITS BASE OF PUBLIC SUPPORT. (V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS WITH EXPERTISE IN PRE-K TO 12TH GRADE PUBLIC EDUCATION, THE TARGETED BENEFICIARIES OF THE ORGANIZATION'S OPERATIONS AND ACTIVITIES.(VI) AVAILABILITY OF PUBLIC SERVICES: THE ORGANIZATION'S STAFF MEMBERS HAVE WORKED AT EVERY LEVEL OF SCHOOL SYSTEMS AND KNOW HOW TO PARTNER WITH ADMINISTRATORS, PRINCIPALS, TEACHERS AND FAMILIES TO REMOVE UNFAIR BARRIERS STANDING IN THE WAY OF CALIFORNIA STUDENTS. TOGETHER, THE ORGANIZATION WALKS THROUGH A CHANGE-MAKING APPROACH THAT SURFACES THE CHALLENGES FACING DISTRICT STAFF, IDENTIFIES THEIR ROOT CAUSES, AND TRIES OUT NEW APPROACHES; THIS IS DONE WHILE ENSURING SCHOOLS AND DISTRICTS HAVE PARTNERS WHO ENCOURAGE, INFORM, AND CHALLENGE THEM ALONG THE WAY. THE STRUCTURE AND RHYTHM THE ORGANIZATION PROVIDES HELPS DISTRICTS MAINTAIN A DISCIPLINED FOCUS ON IMPROVEMENT AND BUILDS A COLLABORATIVE COMMUNITY OF PEERS TO SPARK NEW INSIGHTS. SUCH EXAMPLES OF THE PUBLIC SERVICES AND PROGRAMS THE ORGANIZATION OPERATES INCLUDE: (I) ON TRACK WHICH SUPPORTS STUDENTS TO "GET ON AND STAY ON TRACK" FOR A-G GRADUATION; (II) STANFORD-SEQUOIA K-12 RESEARCH COLLABORATIVE WHICH IMPROVES A RANGE OF STUDENT OUTCOMES FOR ENGLISH LEARNERS AND INCREASES ACCESS AND EQUITY TO MARGINALIZED GROUPS OF STUDENTS; (III) STANFORD/SFUSD PARTNERSHIP WHICH SUPPORTS AND PROMOTES INNOVATIVE, PRACTICAL RESEARCH, AND (IV) PRE-K TO 3 COHERENCE COLLABORATION (P3CC) WHICH RESEARCHES THE EFFECTS OF WHEN A GREAT PRESCHOOL ISN'T ALIGNED WITH K-12 IN CALIFORNIA SCHOOL DISTRICTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61092 61092 0 49787 14115 35672 35672 X 3815957 0 3815957 0 3815957 6406508 0 6406508 0 6406508 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD MAINTAINED THEIR TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 LAURA SCHWALM BOARD SECRETARY / CHIEF OF STAFF 230470 0 0 0 0 0 18860 0 44999 0 294329 0 0 0 JODEE MARCELLIN DIR OF DISTRICT TO DISTRICT PROG 190229 0 0 0 0 0 12300 0 36340 0 238869 0 0 0 STEVEN KELLNER DIR OF PROG SUSTAINABILITY & GROWTH 198172 0 0 0 0 0 6311 0 31934 0 236417 0 0 0 MELINDA LEUNG DIRECTOR OF FINANCE 198172 0 0 0 0 0 12741 0 16053 0 226966 0 0 0 LAURA WENTWORTH DIRECTOR OF RPP PROGRAM 165449 0 0 0 0 0 11278 0 32311 0 209038 0 0 0 JANNA SMITH DIR OF OPERATIONS, PEOPLE & CULTURE 166400 0 0 0 0 0 10405 0 9628 0 186433 0 0 0 PHILIP HALPERIN BOARD TREASURER / EXECUTIVE DIRECTOR 9100 0 0 0 0 0 0 0 25283 0 34383 0 0 0 SCHEDULE J, PART II: PHILIP HALPERIN WAS AN EMPLOYEE OF SILVER GIVING FOUNDATION, AN UNRELATED ORGANIZATION, WHILE PERFORMING WORK FOR CALIFORNIA EDUCATION PARTNERS DURING 2020. PURSUANT TO A COST-SHARING AGREEMENT, CALIFORNIA EDUCATION PARTNERS MADE PAYMENTS TO SILVER GIVING FOUNDATION FOR ITS SHARE OF THE ALLOCABLE PORTION OF PHILIP HALPERIN'S TIME FOR CALIFORNIA EDUCATION PARTNERS, WHICH REPRESENTS A FRACTION OF HIS FULL-TIME EMPLOYMENT STATUS; THESE PAYMENTS HAVE BEEN REPORTED AS COMPENSATION ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A PROFESSIONAL ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTE AND THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN THE CASE OF ANY PERCEIVED, ACTUAL, OR POTENTIAL CONFLICTS OF INTERESTS, BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE OF HIS OR HER INTEREST OR AFFILIATION AND ALL RELEVANT FACTS TO THE DIRECTOR OF PEOPLE AND CULTURE. SHOULD AN ACTUAL CONFLICT BE IDENTIFIED, EITHER DISINTERESTED MEMBERS OF THE BOARD OR MANAGEMENT OF THE ORGANIZATION (DEPENDING ON THE STATUS OF THE CONFLICTED INDIVIDUAL) DELIBERATE ON THE PROPOSED ARRANGEMENT OR TRANSACTION. THE CONFLICTED INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN ANY DELIBERATIONS ON THE DECISION. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT MEMBERS OF THE BOARD DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR, TAKING INTO CONSIDERATION COMPENSATION PAID TO SIMILARLY SITUATED EMPLOYEES OF ORGANIZATIONS OF SIMILAR SIZE, PURPOSE, AND GEOGRAPHIC LOCATION. THE EXECUTIVE DIRECTOR SETS COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION, TAKING INTO CONSIDERATION COMPENSATION PAID TO SIMILARLY SITUATED EMPLOYEES OF ORGANIZATIONS OF SIMILAR SIZE, PURPOSE, AND GEOGRAPHIC LOCATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - RESEARCH: PROGRAM SERVICE EXPENSES 420,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 420,238. PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 880. MANAGEMENT AND GENERAL EXPENSES 68,454. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,334. PROFESSIONAL FEES - PROGRAMMTIC: PROGRAM SERVICE EXPENSES 325,619. MANAGEMENT AND GENERAL EXPENSES 7,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 332,939.