2019-05-13T13:09:47-05:00 2018-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2017-07-01 453643984 COMPASS CHARTER SCHOOLS COMP 8559374227 850 HAMPSHIRE ROAD SUITE P THOUSAND OAKS CA 91361 JJ LEWIS PRESIDENT & CEO 8559374227 2019-05-13 1 CHRISTY WHITE P01297358 6192708222 12.175.85.34 2019-05-13 13:09:44 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AD055E091A5BB830F115753B8BB2D3A1333F3887 2017 2019-02-21 02:37:17Z JJ LEWIS 850 HAMPSHIRE ROAD SUITE P THOUSAND OAKS CA 91361 9830286 0 X WWW.COMPASSCHARTERS.ORG X 2011 CA THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF OPERATION PUBLIC CHARTER SCHOOLS IN CALIFORNIA. 6 6 123 6 0 0 6907390 8989627 0 0 78491 26041 600189 814618 7586070 9830286 0 0 0 0 7107595 7355406 0 0 0 8060868 5188579 15168463 12543985 -7582393 -2713699 9581298 6014902 1770942 891570 7810356 5123332 X OUR MISSION IS TO INSPIRE AND DEVELOP INNOVATIVE, CREATIVE, SELF-DIRECTED LEARNERS, ONE SCHOLAR AT A TIME. 0 1 11046480 8985398 DURING 2017-18, 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. 11046480 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 123 1 0 0 0 0 0 0 0 0 0 0 X 6 6 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 MATT KOBLICK CHAIR 2.00 X X 0 0 0 KATHY GRANGER TREASURER 2.00 X X 0 0 0 LISA ROBOTHAM SECRETARY 2.00 X X 0 0 0 JOE CUMMINGS DIRECTOR 2.00 X 0 0 0 JOHN VARGAS DIRECTOR 2.00 X 0 0 0 MATTHEW BROWN DIRECTOR 2.00 X 0 0 0 JJ LEWIS PRESIDENT & CEO 40.00 X 143576 0 0 LISA FISHMAN OPERATION DIRECTOR 40.00 X 112286 0 1055 255862 0 1055 2 0 0 0 K12 MANAGEMENT INC 2300 CORPORATE PARK DRIVE HERNDON VA 20171 ONLINE CURRICULUM 645287 FRIAR EQUITY PARTNERS LLC 3131 ANTELO ROAD LOS ANGELES CA 90077 RENTS 597366 CSMC 43460 RIDGE PARK DRIVE STE 100 TEMECULA CA 92590 FINANCIAL SERVICES 256866 FUNDAMENTAL FOUNDATIONS 35339 AMATISTA AVENUE WILDOMAR CA 92595 ONLINE CURRICULUM 151049 4 8985397 4230 8989627 26041 26041 595250 0 595250 595250 595250 OTHER LOCAL REVENUE 611710 219368 219368 219368 9830286 219368 0 621291 143576 143576 5419364 4996003 423361 1000003 1000003 513708 475059 38649 278755 256085 22670 112981 109189 3792 272760 272760 442575 434064 8511 247203 221420 25783 81625 74572 7053 72025 69397 2628 868311 788987 79324 27291 27291 191234 180683 10551 16369 16369 BOOKS AND SUPPLIES 2196894 2196183 711 REPAYMENT OF REVENUES 418929 418929 PAYMENTS TO AUTHORIZING 228382 205544 22838 LEGAL SETTLEMENT 12000 12000 12543985 11046480 1497505 0 866675 511409 509631 2732980 5149028 713572 38859 46661 3009303 2013082 0 5000 9581298 6014902 1770942 876570 15000 1770942 891570 X 7685714 5080481 124642 42851 7810356 5123332 9581298 6014902 -2713699 26675 0 X 0 1 X 1 0 X 0 FIXED INCOME SECURITIES 2013082 F 2013082 X 9856961 26675 26675 9830286 0 9830286 12543985 0 12543985 0 12543985 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 1 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. THE ORGANIZATION HAS CLOSED SEVERAL CHARTER SCHOOLS AND CEASED OPERATIONS; THEREFORE, FUNDING FOR SUCH SCHOOLS HAVE BEEN REVOKED AND OTHER PAST AMOUNTS FOR CERTAIN RESTRICTED PROGRAM PURPOSES HAS BEEN REPAID. X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART III, LINE 3 DURING 2017-18, THE ORGANIZATION CLOSED TWO (2) OF ITS FIVE (5) PUBLIC CHARTER SCHOOLS TO MERGE THE ACTIVITIES IN COMMON COUNTIES TO SINGLE CHARTER SCHOOL OPERATION. 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.