2020-07-14T09:33:15-05:00 2019-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2018-07-01 262318098 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES CALI 2132441446 1017 L STREET NO 141 SACRAMENTO CA 95814 MATTHEW JAWLIK ACTING CFO 2132441446 2020-07-13 1 LIZBETH NEVAREZ P01399868 3108731600 75.82.235.33 2020-07-13 15:51:27 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6A5B9BBBC0C15FAE84D58941C3D029285B6C5672 2018 2020-09-23 17:36:50Z GREGORY MCGINITY 1017 L STREET NO 141 SACRAMENTO CA 95814 3765504 0 X WWW.CCSAADVOCATES.ORG X 2009 CA 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. 6 5 0 32 0 0 7245000 3765504 0 0 0 0 79 0 7245079 3765504 294000 384400 0 0 1938158 1493276 0 0 133089 3494607 1964539 5726765 3842215 1518314 -76711 3264053 2006076 1603307 422041 1660746 1584035 X 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. 0 0 1283252 GROWING THE INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT AND ELECTING PUBLIC OFFICIALS WHO SUPPORT NON-PROFIT CHARTER SCHOOLS. 1175926 244400 SECURING POLICY WINS TO SUPPORT NON-PROFIT CHARTER SCHOOLS. 647373 140000 BUILDING COALITIONS AND INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS. 3106551 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 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 29 0 1 0 0 0 0 0 1 1 0 0 0 X 6 5 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 250 E 1ST STREET STE 1000 LOS ANGELES CA 90012 BILL BLOOMFIELD DIRECTOR 2.00 0.00 X 0 0 0 MARCO PETRUZZI DIRECTOR 2.00 0.00 X 0 0 0 JACKIE ELLIOT DIRECTOR 2.00 0.00 X 0 0 0 IRENE SUMIDA TREASURER 2.00 0.00 X X 0 0 0 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 JED WALLACE CEO/PRESIDENT (END 1/2//2019) 8.00 36.00 X X 43320 395618 32817 MYRNA CASTREJON CEO/PRESIDENT (START 1/9/2019) 2.00 40.00 X X 0 94479 1053 GARY BORDEN EXECUTIVE DIRECTOR (END 1/2/2019) 30.00 10.00 X 186613 63387 19444 GREGORY MCGINITY EXECUTIVE DIRECTOR (START 11/12/2018) 33.00 7.00 X 37495 7354 1469 KERRY FLANAGAN CHIEF OF STAFF 6.00 34.00 X 35488 189512 20377 RICARDO SOTO SVP, LEGAL ADVOCACY & GEN. COUNSEL 1.00 39.00 X 7005 217995 12563 SARA DELEEUW CHIEF FINANCIAL OFFICER 5.00 35.00 X 23884 161116 23024 TYLER WHITMIRE SVP, ORGANIZING 6.00 34.00 X 21838 158162 20752 MAURICE LEE CONDON SVP, COMMUNICATIONS 3.00 37.00 X 11437 173563 6485 GINA PLATE SVP, REGIONAL ADVOCACY 1.00 39.00 X 2055 187945 23604 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 3.00 37.00 X 14498 168003 16662 ELIZABETH ROBITAILLE SVP, SCHOOL PERFORMANCE, DEV & SUPPORT 1.00 39.00 X 3525 186475 25761 COLIN MILLER SENIOR ADVISOR, POLICY 1.00 39.00 X 349 159651 20000 387507 2163260 224011 3 0 1 0 PROJECT APPLECART LLC PO BOX 477 NEW YORK NY 10018 CONSULTING AND DATA SERVICES 747984 DCS CONSULTING INC 4730 J STREET SACRAMENTO CA 95819 NON-PARTISAN FIELD WORK 573879 MERCURY PUBLIC AFFAIRS LLC 200 VARICK STREET SUITE 600 NEW YORK NY 10014 CONSULTING AND LOBBYING SERVICES 270000 DIMARE BROWN HICKS KESSLER 1121 L STREET SUITE 200 SACRAMENTO CA 95814 LOBBYING SERVICES 143000 4 515000 3250504 3765504 3765504 0 0 0 X 384400 384400 363700 121413 184048 58239 940907 703993 189021 47893 40497 28098 10056 2343 76472 59066 14534 2872 71700 54569 13455 3676 56913 56913 59309 37159 22150 491419 491419 718657 714855 2884 918 210024 207761 1571 692 57437 28841 26820 1776 56205 34377 16130 5698 5670 5670 74359 56854 13721 3784 114350 92557 18359 3434 78355 67764 9643 948 7781 5800 1514 467 27455 3432 23732 291 6605 8523 -1976 58 3842215 3106551 602575 133089 1235650 759699 65000 600000 27893 57727 1935510 588650 3264053 2006076 131018 26711 1472289 395330 1603307 422041 X 1172271 1541132 488475 42903 1660746 1584035 3264053 2006076 -76711 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 619640 0 440240 179400 619640 0 SAFETY AND LEARNING FOR OUR SCHOOLS YES ON MEASURE YY 5429 MADISON AVE SACRAMENTO CA 95841 825028459 175000 CALIFORNIA WORKS TONY ATKINS BALLOT MEASURE COMMITTEE 330 ENCINITAS BLVD STE 101 SAN DIEGO CA 92104 464000406 4400 PART I-A, LINE 1: POLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES. 0 RELATED PARTY RECEIVABLES 588650 588650 RELATED PARTY PAYABLE 395330 395330 3839154 73650 73650 3765504 0 3765504 3915865 73650 73650 3842215 0 3842215 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 73,650. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 73,650. 1 SAFETY AND LEARNING FOR OUR SCHOOLS YES ON MEASURE YY 5429 MADISON AVE SACRAMENTO CA 95841 825028459 N/A 175000 CONTRIBUTION FOR ISSUES ADVOCACY CALIFORNIA CHARTER SCHOOLS ASSOCIATION 250 E 1ST STREET STE 1000 LOS ANGELES CA 90012 510465703 501(C)(3) 140000 EVENT SPONSORSHIP GOVERNOR'S INAUGURAL FUND 2019 1414 K STREET STE 250 SACRAMENTO CA 95814 832449702 501(C)(4) 50000 EVENT SPONSORSHIP CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE 777 S FIGUEROA ST NO 4050 LOS ANGELES CA 90017 263911734 501(C)(3) 15000 EVENT SPONSORSHIP 2 2 PART I, LINE 2: USE OF FUNDS DONATED TO 527 ORGANIZATIONS IS MONITORED THROUGH THE CAL-ACCESS WEBSITE. X X 0 0 0 0 0 0 0 0 0 JED WALLACE CEO/PRESIDENT (END 1/2//2019) 43320 351680 0 43938 0 0 2393 14107 1775 14542 47488 424267 0 0 GARY BORDEN EXECUTIVE DIRECTOR (END 1/2/2019) 186613 63387 0 0 0 0 9392 1874 6082 2096 202087 67357 0 0 KERRY FLANAGAN CHIEF OF STAFF 35488 189512 0 0 0 0 2134 11395 1066 5782 38688 206689 0 0 RICARDO SOTO SVP, LEGAL ADVOCACY & GEN. COUNSEL 7005 217995 0 0 0 0 0 0 391 12172 7396 230167 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 23884 161116 0 0 0 0 1434 9673 1532 10385 26850 181174 0 0 TYLER WHITMIRE SVP, ORGANIZING 21838 158162 0 0 0 0 963 7943 1460 10386 24261 176491 0 0 MAURICE LEE CONDON SVP, COMMUNICATIONS 11437 173563 0 0 0 0 0 0 397 6088 11834 179651 0 0 GINA PLATE SVP, REGIONAL ADVOCACY 2055 187945 0 0 0 0 123 11289 132 12060 2310 211294 0 0 CARLOS MARQUEZ SVP, GOVERNMENT AFFAIRS 14498 168003 0 0 0 0 725 8405 609 6923 15832 183331 0 0 ELIZABETH ROBITAILLE SVP, SCHOOL PERFORMANCE, DEV & SUPPO 3525 186475 0 0 0 0 212 11198 269 14082 4006 211755 0 0 COLIN MILLER SENIOR ADVISOR, POLICY 349 159651 0 0 0 0 21 9022 24 10933 394 179606 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. 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 714,855. MANAGEMENT AND GENERAL EXPENSES 2,884. FUNDRAISING EXPENSES 918. TOTAL EXPENSES 718,657. CA CHARTER SCHOOLS ASSOCIATION 250 E 1ST STREET 10TH FL LOS ANGELES CA 90012 510465703 CHARITABLE ACTIVITY CA 501(C)(3) 509 (A)(2) 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 FAMILIES AND TEACHERS FOR ANTONIO VILLARAIGOSA FOR GOVERNOR 2018 455 CAPITOL MALL STE 600 SACRAMENTO CA 95814 824958461 SUPPORT CANDIDACY FOR GOVERNOR 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 1 0 1 1 1 1 1 0 0