2021-05-13T08:56:07-05:00 2020-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2019-07-01 453643984 COMPASS CHARTER SCHOOLS COMP 8559374227 850 HAMPSHIRE ROAD SUITE R THOUSAND OAKS CA 91361 JJ LEWIS SUPERINTENDENT & CEO 8559374227 2021-05-13 1 MARCY KEARNEY P02370487 6192708222 2019 2022-09-23 18:48:47Z X JJ LEWIS 850 HAMPSHIRE ROAD SUITE R THOUSAND OAKS CA 91361 28488571 0 X WWW.COMPASSCHARTERS.ORG X 2011 CA THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF OPERATION PUBLIC CHARTER SCHOOLS IN CALIFORNIA. 5 5 211 5 0 0 15205293 28414565 0 0 63281 46054 194816 27952 15463390 28488571 0 668525 0 0 8506200 14464071 0 0 0 6346895 10149345 14853095 25281941 610295 3206630 6824455 10632492 1090828 1692120 5733627 8940372 OUR MISSION IS TO INSPIRE AND DEVELOP INNOVATIVE, CREATIVE, SELF-DIRECTED LEARNERS, ONE SCHOLAR AT A TIME. 0 0 23662402 668525 27952 DURING 2019-20, THE ORGANIZATION OPERATED THREE (3) PUBLIC CHARTER SCHOOLS FOR STUDENTS IN GRADES K-12 IN CALIFORNIA IN THE COUNTIES OF SAN DIEGO, YOLO AND LOS ANGELES. THE ORGANIZATION OFFERS A CUSTOMIZED LEARNING PROGRAM FOR STUDENTS TO ENGAGE IN AN EXCEPTIONAL LEARNING EXPERIENCE THAT BLENDS INNOVATIVE ONLINE LEARNING WITH CRITICAL FACE-TO-FACE AND LAB TIME. STUDENTS LEARN BEST WHEN THEIR EDUCATION IS TAILORED TO THEIR SPEICIFIC NEEDS, WHICH IS WHY A KEY TENANT OF THE PHILOSOPHY AT COMPASS IS FLEXIBILITY. THE FLEXIBILITY OF BLENDING LEARNING PROVIDES CHOICE FOR STUDENTS. STUDENTS HAVE THE FLEXIBILITY TO PARTICIPATE IN A WIDE VARIETY OF EVENTS, ACTIVITIES, AND EXPERIENCES THAT ENHANCE THE LEARNING EXPERIENCE. 23662402 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 167 0 1 211 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X CSMC 8889942762 43460 RIDGE PARK DRIVE STE 100 TEMECULA CA 92590 JOHN VARGAS CHAIR 2.00 X X 0 0 0 BILL DENNETT TREASURER 2.00 X X 0 0 0 MATTHEW BROWN SECRETARY 2.00 X X 0 0 0 CORI BROOKS DIRECTOR 2.00 X 0 0 0 MARTIN SUAREZ DIRECTOR 2.00 X 0 0 0 JJ LEWIS SUPERINTENDENT & CEO 40.00 X 161062 0 0 LISA FISHMAN CHIEF FINANCIAL OFFICER 40.00 X 119304 0 1027 CECILIA VAN VOOREN ASST SUPT PERSONALIZED LEARNING 40.00 X 112678 0 2812 393044 0 3839 3 0 1 0 JEFFREY MANUEL MACIAS 4184 BEYER BLVD STE 201 SAN YSIDRO CA 92173 TUTORING SERVICES 890673 FUNDAMENTAL FOUNDATIONS 35339 AMATISTA AVE WILDOMAR CA 92595 VIRTUAL INSTRUCTION 249670 WATER COURT LLC 860 HAMPSHIRE RD STE U WESTLAKE VILLAGE CA 91361 RENT 106612 3 28406609 7956 28414565 46054 46054 OTHER LOCAL REVENUE 611710 27952 27952 27952 28488571 27952 0 46054 668525 668525 288012 176443 111569 10558399 9932305 626094 2041023 2041023 1084379 965026 119353 492258 458790 33468 324745 302013 22732 391735 364314 27421 1132858 1034956 97902 254132 236343 17789 159866 148675 11191 28051 26087 1964 153061 142347 10714 69252 64404 4848 436968 406380 30588 1428 1328 100 32591 30310 2281 BOOKS AND SUPPLIES 6758717 6285608 473109 CHARTER AUTHORIZER FEES 405941 377525 28416 25281941 23662402 1619539 0 789537 733648 2208284 2147717 1930485 6258867 600000 92211 18395 1198938 1468865 5000 5000 6824455 10632492 989606 1677120 101222 15000 1090828 1692120 X 5712879 8900382 20748 39990 5733627 8940372 6824455 10632492 3206630 115 0 X 0 1 X 1 0 X 0 FIXED INCOME SECURITIES 1468865 F 1468865 X 28488686 115 115 28488571 0 28488571 25281941 0 25281941 0 25281941 PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINIATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS DOCUMENTED WITHIN THE CHARTER PETITIONS FOR EACH OF ITS PUBLIC CHARTER SCHOOLS. THE POLICY IS ALSO PRESENTED ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISSTANCE IS NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS AN ORGANIZATION OPERATING PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION, ALONG WITH THE COUNTIES OF SAN DIEGO, YOLO, AND LOS ANGELES, CALIFORNIA. 1 REALM CHARTER SCHOOLS 2023 EIGHTH STREET BERKLEY CA 94710 273384701 501(C)(3) 668525 CANCELLATION OF DEBT 1 PART I, LINE 2: A LOAN WAS PROVIDED TO REALM CHARTER SCHOOLS IN 2018-19; HOWEVER, THIS ENTITY IS IN THE PROCESS OF DISSOLUTION. AS A RESULT, THE LOAN AND OTHER AMOUNTS DUE TO COMPASS CHARTER SCHOOLS HAS BEEN FOREGIVEN AND RECORDED AS A GRANT/ASSISTANCE FROM THE CANCELLATION OF DEBT. X X X 0 0 0 0 0 0 0 0 0 JJ LEWIS SUPERINTENDENT & CEO 152062 0 0 0 9000 0 0 0 0 0 161062 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 TAX RETURN IS PROVIDED TO THE PRESIDENT & CEO AND THE BUSINESS SERVICES PROVIDER FOR REVIEW AND APPROVAL. THE FINALIZED COPY OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND A STATEMENT OF ECONOMIC INTEREST FILING IS PERFORMED ANNUALLY FOR ALL EMPLOYEES AND GOVERNING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY OTHER KEY EMPLOYEES NOR DOES IT COMPENSATTE MEMBERS OF THE BOARD OTHER THAN THE PRESIDENT & CEO WHO FUNCTIONS AS THE BOARD SECRETARY. THE GOVERNING BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT & CEO AND DOCUMENTS THE AGREEMENT WITHIN AN AT-WILL EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER IN PERSON OR IN WRITING.