2020-06-15T12:14:59-05:00 2019-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2018-07-01 453643984 COMPASS CHARTER SCHOOLS COMP 8559374227 850 HAMPSHIRE ROAD SUITE P THOUSAND OAKS CA 91361 JJ LEWIS SUPERINTENDENT & CEO 8559374227 2020-06-11 1 CHRISTY WHITE P01297358 6192708222 75.54.115.78 2020-06-11 17:47:29 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 37EA6024B0502BD0C735172C5F133E36DB84DE58 2018 2020-09-23 17:36:50Z JJ LEWIS 850 HAMPSHIRE ROAD SUITE P THOUSAND OAKS CA 91361 15463390 0 X WWW.COMPASSCHARTERS.ORG X 2011 CA THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF OPERATION PUBLIC CHARTER SCHOOLS IN CALIFORNIA. 5 5 126 6 0 0 8989627 15205293 0 0 26041 63281 814618 194816 9830286 15463390 0 0 0 0 7355406 8506200 0 0 0 5188579 6346895 12543985 14853095 -2713699 610295 6014902 6824455 891570 1090828 5123332 5733627 X OUR MISSION IS TO INSPIRE AND DEVELOP INNOVATIVE, CREATIVE, SELF-DIRECTED LEARNERS, ONE SCHOLAR AT A TIME. 0 1 13684916 145066 DURING 2018-19, THE ORGANIZATION OPERATED THREE (3) PUBLIC CHARTER SCHOOLS FOR STUDENTS IN GRADES K-12 IN CALIFORNIA IN THE COUNTIES OF SAN DIEGO, FRESNO 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. 13684916 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 1 126 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 LISA ROBOTHAM SECRETARY 2.00 X X 0 0 0 MATTHEW BROWN DIRECTOR 2.00 X 0 0 0 MARTIN SUAREZ DIRECTOR 2.00 X 0 0 0 JJ LEWIS SUPERINTENDENT & CEO 40.00 X 153068 0 19918 MAE VAN VOOREN ASST. SUPT. PERSONALIZED LEARNING 40.00 X 102516 0 10126 LISA FISHMAN ASST. SUPT. BUSINESS SERVICES 40.00 X 114664 0 13603 370248 0 43647 3 0 1 0 FRIAR EQUITY PARTNERS LLC 3131 ANTELO ROAD LOS ANGELES CA 90077 RENTS 232491 LAW OFFICE OF YOUNG MINNEY & CORR 655 UNIVERSITY AVENUE SUITE 150 SACRAMENTO CA 95825 LEGAL SERVICES 130409 2 15203827 1466 15205293 63281 63281 49750 0 49750 49750 49750 OTHER LOCAL REVENUE 611710 145066 145066 145066 15463390 145066 0 113031 172985 172985 5993254 5661078 332176 1505901 1505901 549323 531181 18142 284737 267511 17226 231952 231952 303684 303684 760725 687162 73563 213512 86417 127095 87209 16945 70264 47364 40172 7192 192438 182105 10333 154605 154605 120677 115911 4766 3716 3716 25604 23556 2048 BOOKS AND SUPPLIES 3939576 3935854 3722 DISTRICT OVERSIGHT FEES 265833 244566 21267 14853095 13684916 1168179 0 511409 789537 2732980 2208284 713572 1930485 600000 38859 92211 2013082 1198938 5000 5000 6014902 6824455 876570 989606 15000 101222 891570 1090828 X 5080481 5712879 42851 20748 5123332 5733627 6014902 6824455 610295 0 X 0 1 X 1 0 X 0 FIXED INCOME SECURITIES 1198938 F 1198938 X 15463390 0 15463390 0 15463390 14853095 0 14853095 0 14853095 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, FRESNO, AND LOS ANGELES, CALIFORNIA. X X X 0 0 0 0 0 0 0 0 0 JJ LEWIS SUPERINTENDENT & CEO 153068 0 0 0 0 0 12613 0 7305 0 172986 0 0 0 FORM 990, PART III, LINE 3 EFFECTIVE JUNE 30, 2019, THE ORGANIZATION DISCONTINUED OPERATIONS FOR ONE OF ITS THREE PUBLIC CHARTER SCHOOLS, COMPASS CHARTER SCHOOLS OF FRESNO, DUE TO VOLUNTARY CLOSURE. 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 FINALZIED 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.