2018-05-07T13:29:19-07:00 2017-06-30 Christy White Associates 348 Olive Street San Diego CA 92103 990 2016-07-01 453643984 Compass Charter Schools COMP 8559374227 850 Hampshire Road Suite P Thousand Oaks CA 91361 JJ LEWIS President & CEO 2018-05-07 true Christy White CPA P01297358 6192708222 2016 2022-09-23 18:48:47Z 7586070 false false X www.compasscharters.org X 2011 CA THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF OPERATION PUBLIC CHARTER SCHOOLS IN CALIFORNIA. DURING 2015-16, THE ORGANIZATION OPERATED TEN (10) CHARTER SCHOOLS IN FIVE (5) DIFFERENT COUNTIES. The Organization served over 1,300 students in grades K - 12. 6 6 126 4 0 16147441 6907390 0 15543 78491 28288 600189 16191272 7586070 0 0 6656605 7107595 0 0 7721483 8060868 14378088 15168463 1813184 -7582393 22399875 9581298 7007126 1770942 15392749 7810356 X Our mission is to inspire and develop innovative, creative, self-directed learners, one scholar at a time. false true 11487716 6907390 During 2016-17, the Organization OPERATED five (5) PUBLIC CHARTER SCHOOLS FOR STUDENTS IN GRADES K-12 IN CALIFORNIA IN THE COUNTIES OF SAN DIEGO, VENTURA, SONOMA, 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 AAS 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. 11487716 true false false false false false false false false false false false true false false true true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false true 34 0 true 126 true false false false false false false false false 0 false false false false false false false false false false X 6 6 false false true false false false false true false false false false true true true true true true false false CA X CSMC 8889942762 43460 Ridge Park Drive Ste 100 Temecula CA 92590 Peter McDonald Chair 2.00 0.00 X X 0 0 0 Lisa Robotham Secretary 2.00 0.00 X X 0 0 0 Joe Cummings Director 2.00 0.00 X 0 0 0 Matt Koblick Director 2.00 0.00 X 0 0 0 Kathy Granger Treasurer 2.00 0.00 X X 0 0 0 Miriam Cohen Director 2.00 0.00 X 0 0 0 JJ LEWIS President & CEO 40.00 0.00 X 151477 0 0 Lisa Fishman Operation Director 40.00 0.00 X 138838 0 308 Joel Manwarren Director 40.00 0.00 X 127182 0 473 Debra Stephan Counseling Mgr 40.00 0.00 X 105100 0 0 Julie Troletti Former Director 40.00 0.00 X 123777 0 4815 646374 5596 5 true true false Friar Equity Partners LLC 3131 Antelo Road Los Angeles CA 90077 RENTS 535072 The Four Amigos LP PO Box 420950 San Diego CA 92142 rents 107407 CSMC 43460 Ridge park Drive ste 100 Temecula CA 92590 Financial Services 128400 EdHive 330 A street suite 189 San Diego CA 92101 Business Services 858505 K12 Management Inc 2300 corporate park drive herndon VA 20171 online curriculum 3591584 5 6907390 6907390 0 78491 78491 0 0 440241 440241 440241 440241 0 0 0 0 other local revenue 611710 159948 159948 159948 7586070 159948 518732 X 0 0 0 0 151477 151477 0 5472228 4991849 480379 714458 673893 40565 513866 484689 29177 255566 241055 14511 0 0 0 0 0 0 2477458 1796578 680880 0 0 0 0 0 0 0 0 3118 3118 0 0 0 Books and Supplies 3305324 3299652 5672 legal settlement 1600000 1600000 repayment of revenues 674968 674968 0 15168463 11487716 3680747 0 13357320 866675 3109031 509631 0 933524 5149028 0 0 0 0 0 0 46661 0 5000000 3009303 0 0 22399875 9581298 6944726 1770942 62400 7007126 1770942 X 15188287 7685714 204462 124642 15392749 7810356 22399875 9581298 -7582393 X false true X true false X 3009303 X 7586070 7586070 7586070 15168463 15168463 15168463 Part X : FIN48 Footnote MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINIATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED. true true true true false true true false false false false false false false false true true true Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency 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, VENTURA, SONOMA, 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. Additionally, certain governmental funding from unrestricted state apportionment has been suspended or reduced due to past violations relating to attendance accounting. Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized 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, Line 4 - Explanation of Records and Materials Not Maintained THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISSTANCE IS NOT APPLICABLE. Schedule E, Line 5 - Explanation of Organization Discrimination by Race X X X false false false false false false false false false false JJ LEWIS President & CEO 151477 151477 Julie Troletti Former Director 123777 4815 128592 Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services During 2016-17, the Organization closed five (5) of its ten (10) public charter schools to merge the activities in common counties to single charter school operation. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents EFFECTIVE FEBRUARY 8, 2017, THE ORGANIZATION FILED RESTATED ARTICLES OF INCORPORATION TO FORMALLY CHANGE THE NAME OF THE CORPORATION TO COMPASS CHARTER SCHOOLS. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER IN PERSON OR IN WRITING.