2018-11-14T18:33:13-06:00 2017-12-31 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2017-01-01 462155826 INNOVATE PUBLIC SCHOOLS INNO 6505626200 1400 PARKMOOR AVE NO 240 SAN JOSE CA 95126 MATTHEW HAMMER CEO 6505626200 2018-11-12 1 LAWRENCE S KUECHLER P00233621 4082006400 2018-11-12 38.111.205.16 2018-11-12 21:05:05 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B3F5B743F044C92D550E5E9DA79B7A4A50DB8DF1 2017 2019-02-21 02:37:17Z MATTHEW HAMMER 1400 PARKMOOR AVE NO 240 SAN JOSE CA 95126 8371856 0 X INNOVATESCHOOLS.ORG X 2013 CA BUILD THE PARENT AND COMMUNITY DEMAND FOR WORLD-CLASS PUBLIC SCHOOLS, AND TO ACCELERATE THE GROWTH OF THESE SCHOOLS, PARTICULARLY FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR. 9 8 49 8 0 0 5815245 6079344 320831 256763 66124 47216 0 344 6202200 6383667 311931 26000 0 0 2535523 3824082 3530 11088 268703 1263425 2011538 4114409 5872708 2087791 510959 6216588 6909690 526544 708395 5690044 6201295 X INNOVATE PUBLIC SCHOOLS IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO BUILD THE PARENT AND COMMUNITY DEMAND FOR WORLD-CLASS PUBLIC SCHOOLS, AND TO ACCELERATE THE GROWTH OF THESE SCHOOLS, PARTICULARLY FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR. SEE SCHEDULE O.THE ORGANIZATION PUBLISHES EASY-TO-UNDERSTAND SCHOOL QUALITY DATA AND RESEARCH THAT HIGHLIGHTS BOTH PROBLEMS AND SOLUTIONS, AND IT BUILDS THE CAPACITY OF PARENTS, COMMUNITY LEADERS AND EDUCATORS TO INNOVATE AND ACT TOGETHER TO CREATE WORLD-CLASS PUBLIC SCHOOLS. 0 0 1436782 RESEARCH, POLICY AND COMMUNICATIONS - INNOVATE PUBLIC SCHOOLS PUBLISHES ACTIONABLE RESEARCH AND DATA ON SCHOOL QUALITY, DESIGNED TO SHOW THE URGENCY OF IMPROVING PUBLIC SCHOOLS, PARTICULARLY FOR HISTORICALLY UNDERSERVED STUDENTS. THROUGH PUBLIC EVENTS, WORKSHOPS, AND ONLINE RESOURCES, THE ORGANIZATION WORKS TO GET THIS RESEARCH AND DATA INTO THE HANDS OF PARENTS, PUBLIC OFFICIALS, BUSINESS LEADERS, SCHOOL LEADERS, AND LOCAL EDUCATION ADVOCATES.GREATSCHOOLS - IN 2015, THE ORGANIZATION LAUNCHED A MULTI-YEAR PARTNERSHIP WITH THE NONPROFIT SCHOOL WEBSITE, GREATSCHOOLS, THAT SPANS THE ORGANIZATION'S ORGANIZING AND RESEARCH AND POLICY WORK. VIA THE CO-BRANDED WEBSITE AT WWW.GREATSCHOOLS.ORG/BAYAREA, THE ORGANIZATION PROVIDES PARENTS EASY-TO-UNDERSTAND DATA ABOUT HOW SCHOOLS IN THEIR COMMUNITY ARE DOING, INCLUDING FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR, AS WELL AS WAYS TO GET MORE INFORMATION AND TAKE ACTION. INNOVATE PUBLIC SCHOOLS REGULARLY TRAINS PARENTS HOW TO LEVERAGE THIS PLATFORM TO ADVOCATE FOR CHANGE. LOBBYING - AS A 501(C)(3) ORGANIZATION, INNOVATE IS ALLOWED TO ENGAGE IN AN INSUBSTANTIAL AMOUNT OF LOBBYING EACH YEAR. IN 2017, INNOVATE CONDUCTED A VERY SMALL AMOUNT OF LOBBYING, PRIMARILY IN THE FORM OF WRITING A FEW LETTERS IN SUPPORT OF PROPOSED STATE BILLS RELATING TO EDUCATION POLICY, AND A SMALL AMOUNT OF STAFF TIME HELPING A PARENT CAMPAIGN IN SUPPORT OF MEASURE N IN SAN FRANCISCO. 1896031 PARENT ORGANIZING - PARENTS HAVE A UNIQUE AND CRITICAL ROLE IN IMPROVING PUBLIC SCHOOLS. INNOVATE PUBLIC SCHOOLS SUPPORTS PARENTS ACROSS THE BAY AREA TO BUILD ORGANIZATIONS IN THEIR COMMUNITIES THAT CAN SUCCESSFULLY WORK FOR BETTER SCHOOLS AND HOLD THE SYSTEM ACCOUNTABLE TO THE NEEDS OF THEIR CHILDREN. AS OF 2017, INNOVATE HAS ACTIVE PARENT ORGANIZATIONS IN REDWOOD CITY, EAST PALO ALTO, SAN JOSE AND SAN FRANCISCO.NATIONAL ORGANIZING - THE ORGANIZATION ALSO TRAINS AND DEVELOPS PROFESSIONAL COMMUNITY ORGANIZERS AND PARENT VOLUNTEER LEADERS FROM ACROSS THE COUNTRY THROUGH THE COMMUNITY ORGANIZER TRAINING PROGRAM AND NATIONAL PARENT LEADER INSTITUTE. 1273764 26000 257107 SCHOOL SUPPORT - INNOVATE PUBLIC SCHOOLS SUPPORTS EDUCATORS TO REDESIGN PERSISTENTLY LOW-PERFORMING SCHOOLS AND LAUNCH NEW, HIGH-QUALITY PUBLIC SCHOOLS - A PROVEN STRATEGY IN THIS REGION FOR CREATING HIGH-PERFORMING SCHOOLS FOR LOW-INCOME CHILDREN. INNOVATE'S TWO MAJOR SCHOOL SUPPORT EFFORTS ARE THE START-UP SCHOOLS FELLOWSHIP AND ENTREPRENEURS-IN-RESIDENCE PROGRAM:SCHOOLS - INNOVATE PUBLIC SCHOOLS LAUNCHED THE START-UP SCHOOLS FELLOWSHIP IN FALL 2013, THEIR FLAGSHIP PROGRAM TO PREPARE SCHOOL LEADERS FROM BOTH DISTRICT AND CHARTER SCHOOLS TO SUCCESSFULLY DESIGN AND LAUNCH EXCELLENT NEW PUBLIC SCHOOLS OR TURN AROUND PERSISTENTLY LOW-PERFORMING SCHOOLS. INNOVATE'S FELLOWSHIP PROVIDES A HOLISTIC SET OF SUPPORTS TAILORED TO THE NEEDS OF EACH ORGANIZATION, INCLUDING LEADERSHIP DEVELOPMENT AND ONE-ON-ONE COACHING FOR THE SCHOOL LEADER, VISITS TO AND RESIDENCIES AT EXCELLENT SCHOOLS, AND SCHOOL-BASED IMPLEMENTATION SUPPORT. ENTREPRENEURS-IN-RESIDENCE - INNOVATE PUBLIC SCHOOLS LAUNCHED ITS CHARTER SCHOOL ENTREPRENEUR-IN-RESIDENCE PROGRAM IN 2016 TO SUPPORT DIVERSE LEADERS TO CREATE INNOVATIVE NEW PUBLIC SCHOOLS. EXPERIENCED SCHOOL LEADERS ARE ON STAFF WITH INNOVATE FOR TWO YEARS AS THEY PLAN AND LAUNCH THEIR SCHOOL, SPINNING OFF INTO AN INDEPENDENT 501C3 PUBLIC CHARITY UPON APPROVAL. THEY COMPLETE THE FELLOWSHIP, AS WELL AS TRAINING ON PARENT ORGANIZING, AND RECEIVE CUSTOMIZED SUPPORT AND COACHING. 4606577 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 49 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 4085138700 3180 NEWBERRY DRIVE STE 200 SAN JOSE CA 95118 ALICIA GALLEGOS FAMBRINI BOARD CHAIR 0.50 X X 0 0 0 GREG GALLO BOARD TREASURER 0.50 X X 0 0 0 ALEX CORTEZ BOARD SECRETARY 0.50 X X 0 0 0 MARSHALL TUCK - 'TIL 417 BOARD MEMBER 0.50 X 0 0 0 MARC TARPENNING BOARD MEMBER 0.50 X 0 0 0 ERIC SCROGGINS BOARD MEMBER 0.50 X 0 0 0 MICHELLE VILCHEZ - FROM 517 BOARD MEMBER 0.50 X 0 0 0 JORGE TITINGER - FROM 517 BOARD MEMBER 0.50 X 0 0 0 LEON BEAUCHMAN - FROM 417 BOARD MEMBER 0.50 X 0 0 0 MATTHEW HAMMER FOUNDER AND CEO 40.00 X X 229139 0 26908 ANNALISE ROY VP, STRATEGIC OPERATIONS 40.00 X 145030 0 23001 AMANDA GARDNER VP, SCHOOLS 40.00 X 161672 0 13201 SIERRA JENKINS VP, CONTENT STRATEGY AND P 40.00 X 135475 0 13313 JOSE ARENAS VP, ORGANIZING 40.00 X 135322 0 18423 JASON SCHARPF DIRECTOR, FINANCE & OPERATIONS 40.00 X 120837 0 28337 ANTHONY JOHNSON ENTRPRENEUR-IN-RESIDENCE 40.00 X 120170 0 19569 1047645 0 142752 11 0 1 0 0 6079344 1988189 6079344 CONTRACT REVENUE 611710 179606 179606 FELLOWSHIP FEES 611710 54583 54583 CONFERENCE FEES 611710 22574 22574 256763 43959 43959 1991446 1988189 3257 3257 3257 MISC REVENUE 611710 344 344 344 6383667 257107 0 47216 X 26000 26000 424078 187875 178273 57930 2690730 2185460 376156 129114 129752 103083 19753 6916 342350 267251 54828 20271 237172 185741 39156 12275 799 799 26720 26720 11088 11088 116684 116684 625803 572579 50586 2638 82540 55175 26430 935 141688 111870 24299 5519 104144 91899 8998 3247 114454 104057 5474 4923 657680 608457 39432 9791 110195 92210 14570 3415 23048 14083 8452 513 MISC EXPENSE 5381 837 4416 128 MOVING EXPENSE 2402 2402 5872708 4606577 997428 268703 5611724 6201959 67578 55400 30379 123479 529209 158180 352934 371029 153973 157823 6216588 6909690 413294 602525 113250 105870 526544 708395 X 5510571 6001129 179473 200166 5690044 6201295 6216588 6909690 510959 292 0 X 0 1 X 1 0 X 2599026 1569334 3903623 5815245 6079344 19966572 2599026 1569334 3903623 5815245 6079344 19966572 9842081 10124491 720 4015 6154 12886 43959 67734 20034306 932771 0.50540 X 0 1 0 1 6467 1 0 0 0 0 6467 0 PART II-B, LINE 1: 1) CO-WROTE AND PROMOTED AN OP-ED ARTICLE IN OPPOSITION TO THE PRESIDENT'S PROPOSED BUDGET 2) WROTE LETTERS OF SUPPPORT FOR CALIFORNIA PROPOSED LEGISLATION AB21, AB699 AND AB1321 3) WROTE LETTER OF SUPPORT TO CA STATE BOARD OF EDUCATION IN OPPOSITION TO A PROPOSED DEFINITION OF "QUALIFIED TEACHERS" 4) WROTE SOCIAL MEDIA POST URGING THE PRESIDENT NOT TO REVOKE DACA 5) HELPED A PARENT CAMPAIGN IN SUPPORT OF MEASURE N IN SAN FRANCISCO 276960 73856 203104 205019 69266 135753 47230 15058 32172 371029 X 6506345 292 122386 122678 6383667 0 6383667 5995094 122386 122386 5872708 0 5872708 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELYTHAN- NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED DECEMBER 31, 2014 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR 3 YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED DECEMBER 31, 2013 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD, GENERALLY FOR 4 YEARS AFTER THEY ARE FILED. 1 INNOVATION FELLOWS 2 26000 PART I, LINE 2: GRANTEES SUBMITTED A BUDGET WITH DETAILED PLANS FOR THEIR PROPOSED PILOT PROGRAM, IN ADVANCE OF RECEIPT OF THE GRANT. THEIR INNOVATE COACH MET BIWEEKLY WITH THEM TO MONITOR THE IMPLEMENTATION OF THEIR PILOT PROGRAM, INCLUDING USE OF FUNDS IN ACCORDANCE WITH THEIR BUDGET AND GRANT EXPECTATIONS. X X 0 0 0 0 0 0 0 0 0 MATTHEW HAMMER FOUNDER AND CEO 229139 0 0 0 0 0 11740 0 15168 0 256047 0 0 0 ANNALISE ROY VP, STRATEGIC OPERATIONS 145030 0 0 0 0 0 7745 0 15256 0 168031 0 0 0 AMANDA GARDNER VP, SCHOOLS 161672 0 0 0 0 0 8164 0 5037 0 174873 0 0 0 JOSE ARENAS VP, ORGANIZING 135322 0 0 0 0 0 6953 0 11470 0 153745 0 0 0 X 2 1988189 MARKET PRICE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PLACED ON A SECURED WEBSITE OR SENT BY EMAIL FOR THE GOVERNING BODY TO REVIEW AND COMMENT. REVIEW IS VERIFIED BY EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY KEY EMPLOYEES ARE REQUIRED TO READ AND ACKNOWLEDGE THAT THEY HAVE READ THE CONFLICTS OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DISCLOSED, THAT PERSON IS EXCLUDED FROM ANY DECISION-MAKING REGARDING THE PERSON OR CONTRACT THAT MIGHT PRESENT A CONFLICT OF INTEREST. FOR EXAMPLE, IF TWO EMPLOYEES ARE MARRIED, WE ENSURE THEY DO NOT REPORT TO EACH OTHER, NOR DO THEY HAVE ANY CONTROL OVER THE SALARY OR PERFORMANCE EVALUATION OF THE OTHER. IF AN EMPLOYEE HAS A PERSONAL RELATIONSHIP WITH A POTENTIAL VENDOR, WE FOLLOW A FORMAL PROCESS TO EVALUATE MULTIPLE POTENTIAL VENDORS, AND A TEAM OF PEOPLE ASSESS THE RELATIVE MERITS OF THE VENDORS, AND A CONTRACT IS AWARDED BASED ON THIS DETERMINATION. THE EMPLOYEE WITH THE POTENTIAL CONFLICT OF INTEREST IS EXCLUDED FROM ANY DISCUSSION OR DECISION-MAKING ABOUT THE DECISION TO CONTRACT WITH THE POTENTIAL VENDOR. FORM 990, PART VI, SECTION B, LINE 15 STEPS IN THE SALARY DETERMINATION PROCESS: WITHOUT THE CEO PRESENT, THE BOARD HELD AN EXECUTIVE SESSION TO REVIEW THE 2017 PERFORMANCE OF THE CEO. IT WAS DECIDED THAT THE CEO HAD EXCEEDED EXPECTATIONS AND TO ALIGN THE SALARY INCREASE CLOSELY WITH THE ORGANIZATION-WIDE POLICY. BOARD CONSENSUS ON THE PERFORMANCE REVIEW (INCLUDING SALARY) WAS CONFIRMED VIA EMAIL ONCE FINAL DOCUMENTS WERE COMPLETE. THE CEO WAS NOT PART OF THAT EMAIL. THE BOARD CHAIR DISCUSSED THE PERFORMANCE REVIEW (INCLUDING SALARY) WITH THE CEO ON BEHALF OF THE BOARD. THE CEO ALSO TOOK CFO'S ROLE IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND GOVERNING/ORGANIZATIONAL DOCUMENTS ARE PROVIDED IN THE OFFICE, ON A CD, OR THROUGH EMAIL UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G HR SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,495. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,495. WEBSITE, DATABASE, AND COMMUICATIONS: PROGRAM SERVICE EXPENSES 214,321. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,321. ALL OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 358,258. MANAGEMENT AND GENERAL EXPENSES 23,091. FUNDRAISING EXPENSES 2,638. TOTAL EXPENSES 383,987.