2019-05-15T15:52:36-05:00 2018-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2017-07-01 262318098 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES CALI 2132441446 1017 L STREET NO 141 SACRAMENTO CA 95814 GREGORY MCGINITY EXECUTIVE DIRECTOR 2132441446 2019-05-15 1 LIZBETH NEVAREZ P01399868 3108731600 38.186.35.254 2019-05-15 15:05:36 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0170E7915A5A25A5CD664B8C8EC9EA36C18F1E6A 2017 2019-02-21 02:37:17Z GREGORY MCGINITY 1017 L STREET NO 141 SACRAMENTO CA 95814 7245079 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. 7 6 0 32 0 0 1750000 7245000 0 0 0 0 0 79 1750000 7245079 699814 294000 0 0 1656338 1938158 31991 0 190628 2541280 3494607 4929423 5726765 -3179423 1518314 1362301 3264053 1219869 1603307 142432 1660746 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 3281005 234000 CREATING A NETWORK OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS AND INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS. 378880 25000 LOBBYING ACTIVITIES TO INFLUENCE LEGISLATION, ADMINISTRATIVE ACTIONS,AND BALLOT AND BOND MEASURES WHICH IMPACT CALIFORNIA CHARTER SCHOOLS. 1172723 35000 GROWING THE INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT AND ELECTING PUBLIC OFFICIALS WHO SUPPORT CALIFORNIA CHARTER SCHOOLS. 4832608 0 1 1 0 0 0 0 0 0 0 0 0 0 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 31 0 1 0 0 0 0 0 1 1 0 X 7 6 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SARA DELEEUW 2136344248 250 E 1ST STREET STE 1000 LOS ANGELES CA 90012 BLOOMFIELD BILL DIRECTOR 2.00 0.00 X 0 0 0 PETRUZZI MARCO DIRECTOR 2.00 0.00 X 0 0 0 SUMIDA IRENE DIRECTOR 2.00 0.00 X 0 0 0 WALLACE JED CEO/PRESIDENT 5.00 39.00 X 26131 348102 32318 ELLIOT JACKIE TREASURER 2.00 0.00 X X 0 0 0 FORTUNE MARGARET CHAIR 2.00 2.00 X X 0 0 0 WILLIAMS JOE VICE-CHAIR 2.00 2.00 X X 0 0 0 BORDEN GARY EXECUTIVE DIRECTOR 31.00 9.00 X 194582 55418 19145 FLANAGAN KERRY CHIEF OF STAFF 1.00 39.00 X 6817 223183 19017 SOTO RICARDO SVP, LEGAL ADVOCACY & GEN. COUNSEL 1.00 39.00 X 6250 218750 12511 DELEEUW SARA CHIEF FINANCIAL OFFICER 4.00 36.00 X 17691 146068 21055 WHITMIRE TYLER SVP, ORGANIZING 3.00 37.00 X 13060 156940 20269 MCGOWAN-ROBINSON LAURA CHIEF OPERATING OFFICER 1.00 39.00 X 1637 173363 13059 CORWIN DANNY SVP, DEVELOPMENT 3.00 37.00 X 13537 172782 12899 ROBITAILLE ELIZABETH SVP, SCHOOL PERFORMANCE, DEV & SUPPORT 1.00 39.00 X 938 184062 25381 MARQUEZ CARLOS SVP, GOVERNMENT AFFAIRS 2.00 38.00 X 8380 161620 17278 PLATE GINA SVP, REGIONAL ADVOCACY 1.00 39.00 X 2127 168195 22197 MILLER COLIN SENIOR ADVISOR, POLICY 1.00 39.00 X 1622 158378 19804 292772 2166861 234933 1 0 1 0 PROJECT APPLECART LLC PO BOX 477 NEW YORK NY 100189998 CONSULTING AND DATA SERVICES 588793 MERCURY PUBLIC AFFAIRS LLC 200 VARICK STREET SUITE 600 NEW YORK NY 10014 CONSULTING AND LOBBYING SERVICES 244283 RIMYLAN ENTERPRISES LLC PO BOX 540 TIMES SQUARE STATION NEW YORK NY 10108 DATA SERVICES 195998 SEXTANT STRATEGIES & RESEARCH 3020 LANSBURY AVENUE CLAREMONT CA 91711 RESEARCH SERVICES 116700 BELL MCANDREWS & HILTACHK LLP 455 CAPITOL MALL SUITE 600 SACRAMENTO CA 95814 LEGAL SERVICES 112507 7 1330000 5915000 7245000 OTHER INCOME 900099 79 79 79 7245079 0 0 79 X 294000 294000 385203 240845 68193 76165 1292402 1109096 101034 82272 53604 43622 5231 4751 101588 87747 8526 5315 105361 91167 7946 6248 50061 50061 49230 49230 353880 353880 2242072 2242072 5188 5188 461685 99653 362027 5 35926 15001 18964 1961 127450 108712 9798 8940 87863 78579 5773 3511 5985 5985 OTHER EXPENSES 75267 68234 5573 1460 5726765 4832608 703529 190628 413089 1235650 941611 1986532 7601 41871 1362301 3264053 143665 131018 1076204 1472289 1219869 1603307 X 131364 1172271 11068 488475 142432 1660746 1362301 3264053 1518314 0 X 0 1 X 1 0 1172723 0 1171467 1256 1172723 0 CALIFORNIA DEMOCRATIC PARTY 1830 9TH STREET SACRAMENTO CA 95811 942214618 1256 PART I-A, LINE 1: POLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES. 0 RELATED PARTY PAYABLE 1472289 1472289 8186611 941532 941532 7245079 0 7245079 6668297 941532 941532 5726765 0 5726765 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 941,532. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 941,532. 1 CALIFORNIA CHARTER SCHOOLS ASSOCIATION 250 E 1ST STREET STE 1000 LOS ANGELES CA 90012 510465703 501C3 88000 GRANT FOR RESEARCH CALIFORNIA CHARTER SCHOOLS ASSOCIATION 250 E 1ST STREET STE 1000 LOS ANGELES CA 90012 510465703 501C3 175000 EVENT SPONSORSHIP CITIZENS FOR EAST SIDE SCHOOLS - YES ON MEASURE G 1787 TRIBUTE ROAD SUITE K SACRAMENTO CA 95815 460792469 N/A 25000 CONTRIBUTION FOR ISSUES ADVOCACY CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE 777 S FIGUEROA ST NO 4050 LOS ANGELES CA 90017 263911734 501C3 6000 EVENT SPONSORSHIP 2 1 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 WALLACE JED CEO/PRESIDENT 26131 348102 0 0 0 0 924 15276 1207 14911 28262 378289 0 0 BORDEN GARY EXECUTIVE DIRECTOR 194582 55418 0 0 0 0 8291 2615 6411 1828 209284 59861 0 0 FLANAGAN KERRY CHIEF OF STAFF 6817 223183 0 0 0 0 339 11789 208 6681 7364 241653 0 0 SOTO RICARDO SVP, LEGAL ADVOCACY & GEN. COUNSEL 6250 218750 0 0 0 0 0 0 348 12163 6598 230913 0 0 DELEEUW SARA CHIEF FINANCIAL OFFICER 17691 146068 0 0 0 0 1057 8312 1246 10440 19994 164820 0 0 WHITMIRE TYLER SVP, ORGANIZING 13060 156940 0 0 0 0 756 7749 904 10860 14720 175549 0 0 MCGOWAN-ROBINSON LAURA CHIEF OPERATING OFFICER 1637 173363 0 0 0 0 98 10409 24 2528 1759 186300 0 0 CORWIN DANNY SVP, DEVELOPMENT 13537 172782 0 0 0 0 663 8475 360 3401 14560 184658 0 0 ROBITAILLE ELIZABETH SVP, SCHOOL PERFORMANCE, DEV & SUPPO 938 184062 0 0 0 0 56 11053 72 14200 1066 209315 0 0 MARQUEZ CARLOS SVP, GOVERNMENT AFFAIRS 8380 161620 0 0 0 0 501 9412 361 7004 9242 178036 0 0 PLATE GINA SVP, REGIONAL ADVOCACY 2127 168195 0 0 0 0 128 10103 142 11824 2397 190122 0 0 MILLER COLIN SENIOR ADVISOR, POLICY 1622 158378 0 0 0 0 95 8737 110 10862 1827 177977 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 CONSULTANTS AND CONTRACTOR SERVICES: PROGRAM SERVICE EXPENSES 897,547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 897,547. POLLING AND RESEARCH: PROGRAM SERVICE EXPENSES 1,344,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,344,525. SCHEDULE R, PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: THE RELATED ORGANIZATION CALIFORNIA CHARTER SCHOOLS ADVOCATES IEC (45-2613909) CHANGED ITS NAME TO FAMILIES & TEACHERS UNITED DURING THE TAX YEAR; FORM 8871 WAS AMENDED ACCORDINGLY 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 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 CALIFORNIA CHARTER SCHOOLS ASSOCIATION B 88000 FMV CALIFORNIA CHARTER SCHOOLS ASSOCIATION C 1330000 FMV CALIFORNIA CHARTER SCHOOLS ASSOCIATION M 175000 FMV CALIFORNIA CHARTER SCHOOLS ASSOCIATION N 281610 FMV CALIFORNIA CHARTER SCHOOLS ASSOCIATION O 2456470 FMV CALIFORNIA CHARTER SCHOOLS ASSOCIATION P 387603 FMV CHARTER PUBLIC SCHOOLS PAC Q 307950 FMV FAMILIES AND TEACHERS FOR ANTONIO Q 287935 FMV FAMILIES AND TEACHERS FOR ANTONIO O 328211 FMV