CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES (EIN 26-2318098)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201711359349313236
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T18:34:04-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951777440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110990 WILSHIRE BLVD 16TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900243929ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262318098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA CHARTER SCHOOLS ASSOCIATIONBusinessNameLine1Txt
Business Name Line2ADVOCATESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone2132441446PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 EAST 1ST ST 10TH FLOOR NO 141AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY BORDENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2132441446PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone3108731600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGARY BORDENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 EAST 1ST ST 10TH FLOOR NO 141AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,986,335GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CCSAADVOCATES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE PUBLIC POLICY ARENA; 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.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers47TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,019,600PYContributionsGrantsAmt
CY Contributions Grants$3,986,335CYContributionsGrantsAmt
PY Program Service Revenue$341,720PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,361,320PYTotalRevenueAmt
CY Total Revenue$3,986,335CYTotalRevenueAmt
PY Grants And Similar Paid$244,250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$48,250CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,185,963PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,130,952CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$25,160PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$61,963CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$80,897CYTotalFundraisingExpenseAmt
PY Other Expenses$1,266,881PYOtherExpensesAmt
CY Other Expenses$1,757,937CYOtherExpensesAmt
PY Total Expenses$2,722,254PYTotalExpensesAmt
CY Total Expenses$2,999,102CYTotalExpensesAmt
PY Revenues Less Expenses$639,066PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$987,233CYRevenuesLessExpensesAmt
Total Assets BOY$2,782,042TotalAssetsBOYAmt
Total Assets EOY$3,994,007TotalAssetsEOYAmt
Total Liabilities BOY$447,420TotalLiabilitiesBOYAmt
Total Liabilities EOY$672,152TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,334,622NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,321,855NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,051,518ExpenseAmt
Grant$8,750GrantAmt
DescNON-PARTISAN ACTIVITIES TO INCREASE CIVIC PARTICIPATION WITHIN THE CHARTER SCHOOL COMMUNITY AND OUTREACH ACTIVITIES TO BUILD A NETWORK OF CHARTER SCHOOL SUPPORTERS AND ACTIVISTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$303,352ExpenseAmt
Grant$10,000GrantAmt
DescLOBBYING ACTIVITIES TO INFLUENCE LEGISLATION, ADMINISTRATIVE ACTIONS, AND BALLOT AND BOND MEASURES WHICH IMPACT CALIFORNIA CHARTER SCHOOLS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,219,411ExpenseAmt
Grant$29,500GrantAmt
DescPOLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND ADMINISTRATIVE AND FUNDRAISING SUPPORT FOR SPONSORED POLITICAL ACTION COMMITTEES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,574,281TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document39IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANNY CORWINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2132441446PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 E 1ST STREET STE 1000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90012ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ELLIOT JACKIE
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
GRIMM-MARSHALL BARBARA
DIRECTOR2.000.00Yes (X)$0$0$0
PETRUZZI MARCO
DIRECTOR2.000.00Yes (X)$0$0$0
SUMIDA IRENE
DIRECTOR2.000.00Yes (X)$0$0$0
TAVENNER DIANE
CHAIR2.002.00Yes (X)Yes (X)$0$0$0
WILLIAMS JOE
VICE CHAIR2.002.00Yes (X)Yes (X)$0$0$0
WALLACE JED
DIRECTOR3.0041.00Yes (X)$9,857$306,292$28,336
BORDEN GARY
EXECUTIVE DIRECTOR26.0014.00Yes (X)$154,507$86,211$20,607
FLANAGAN KERRY
CHIEF OF STAFF1.0039.00$5,525$215,492$17,078Yes (X)
TURNBULL PERI LYNN
SVP, COMMUNICATIONS3.0037.00$14,741$162,967$20,034Yes (X)
CASTREJON MYRNA
SVP, GOVERNMENT AFFAIRS (LEFT 02/16)1.0039.00$2,138$212,524$18,663Yes (X)
SOTO RICARDO
SVP, LEGAL ADVOCACY & GEN. COUNSEL1.0039.00$279$202,441$10,074Yes (X)
CORWIN DANNY
CFO, CCSA2.0038.00$7,316$179,168$9,661Yes (X)
MCGOWAN-ROBINSON LAURA
SVP, REGIONAL ADVOCACY2.0038.00$6,577$158,454$11,001Yes (X)
ROBITAILLE ELIZABETH
SVP, ACHIEVEMENT & PERFORMANCE MGMT1.0039.00$254$162,124$22,710Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$201,194TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,685,673TotReportableCompRltdOrgAmt
Total Other Compensation$158,164TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MERCURY PUBLIC AFFAIRS LLC
250 GREENWHICH STREET 36TH FLNEW YORKNY10007PUBLIC AFFAIRS CONSULTING$193,500
MVM STRATEGY GROUP LLC
1121 L STREET SUITE 607SACRAMENTOCA95814LOBBYING SERVICES$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Related Organizations$285,000RelatedOrganizationsAmt
All Other Contributions$3,701,335AllOtherContributionsAmt
Total Contributions$3,986,335TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,986,335TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$48,250TotalAmt
Program Services$48,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$217,729TotalAmt
Program Services$73,699ProgramServicesAmt
Management And General$136,934ManagementAndGeneralAmt
Fundraising$7,096FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$743,313TotalAmt
Program Services$688,529ProgramServicesAmt
Management And General$47,251ManagementAndGeneralAmt
Fundraising$7,533FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$36,502TotalAmt
Program Services$33,751ProgramServicesAmt
Management And General$2,401ManagementAndGeneralAmt
Fundraising$350FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$64,070TotalAmt
Program Services$55,565ProgramServicesAmt
Management And General$7,726ManagementAndGeneralAmt
Fundraising$779FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$69,338TotalAmt
Program Services$55,618ProgramServicesAmt
Management And General$12,691ManagementAndGeneralAmt
Fundraising$1,029FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,705TotalAmt
Management And General$32,705ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$100,849TotalAmt
Program Services$54,739ProgramServicesAmt
Management And General$46,110ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$288,628TotalAmt
Program Services$288,628ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$61,963TotalAmt
Fundraising$61,963FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$783,993TotalAmt
Program Services$782,893ProgramServicesAmt
Management And General$1,100ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,437TotalAmt
Program Services$1,437ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$219,126TotalAmt
Program Services$195,527ProgramServicesAmt
Management And General$21,675ManagementAndGeneralAmt
Fundraising$1,924FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,340TotalAmt
Program Services$26,650ProgramServicesAmt
Management And General$2,690ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$99,116TotalAmt
Program Services$74,608ProgramServicesAmt
Management And General$24,291ManagementAndGeneralAmt
Fundraising$217FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$516TotalAmt
Program Services$516ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$175,623TotalAmt
Program Services$172,346ProgramServicesAmt
Management And General$3,271ManagementAndGeneralAmt
Fundraising$6FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,079TotalAmt
Management And General$5,079ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$21,525TotalAmt
Program Services$21,525ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,999,102TotalAmt
Program Services$2,574,281ProgramServicesAmt
Management And General$343,924ManagementAndGeneralAmt
Fundraising$80,897FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,561,524BOYAmt
EOY$3,873,412EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$212,216BOYAmt
EOY$109,092EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,302BOYAmt
EOY$11,503EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,782,042BOYAmt
EOY$3,994,007EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$447,420BOYAmt
EOY$672,152EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$447,420BOYAmt
EOY$672,152EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,183,520BOYAmt
EOY$3,196,606EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$151,102BOYAmt
EOY$125,249EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,334,622BOYAmt
EOY$3,321,855EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,782,042BOYAmt
EOY$3,994,007EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$987,233ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$1,281,374PoliticalExpendituresAmt
Volunteer Hours120VolunteerHoursCnt
Expended527 Activities$1,005,271Expended527ActivitiesAmt
Internal Funds Contributed$29,500InternalFundsContributedAmt
Total Exempt Function Expend$1,034,771TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
CALIFORNIA DEMOCRATIC PARTY
1830 9TH STREETSACRAMENTOCA95811942214618$10,000
PROMOTING COMMON SENSE SOLUTIONS
16633 VENTURA BLVD 1008ENCINOCA91436811714478$7,500
MARK RIDLEY-THOMAS COMMITTEE FOR A
777 S FIGUEROA ST STE 4050LOS ANGELESCA91007472097063$5,000
CHARTER ADVOCATES FOR SAN DIEGO COUNTY FAMILIES UNITING FOR EDUCATION
1787 TRIBUTE RDSACRAMENTOCA95815474591613$5,000
SACRAMENTO CHARTER ADVOCATES GREAT PUBLIC SCHOOLS
1787 TRIBUTE RDSACRAMENTOCA95815811777049$2,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationPOLITICAL ACTIVITIES INCLUDING CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND ADMINISTRATIVE AND FUNDRAISING SUPPORT FOR SPONSORED POLITICAL ACTION COMMITTEES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$4,104,057TotalRevEtcAuditedFinclStmtAmt
Other Revenue$117,722OtherRevenueAmt
Revenue Not Reported$117,722RevenueNotReportedAmt
Revenue Subtotal$3,986,335RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,986,335TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,116,824TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$117,722OtherExpensesIncludedAmt
Expenses Not Reported$117,722ExpensesNotReportedAmt
Expenses Subtotal$2,999,102ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,999,102TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY REVENUE 117,722.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY EXPENSES 117,722.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonCIC CONSULTING - CARI ISHAMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1183 FRANCE STREETAddressLine1Txt
CitySONOMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$60,000RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$60,000TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CALIFORNIA DEMOCRATIC PARTY
1830 9TH STREETSACRAMENTOCA95811942214618527$10,000EVENT SPONSORSHIP
PROTECTING OUR LOCAL HIGH SCHOOLS
33 POINT REYES WAYPACIFICACA94044811871805$10,000CONTRIBUTION
PROMOTING COMMON SENSE SOLUTIONS
16633 VENTURA BLVD 1008ENCINOCA91436811714478527$7,500CONTRIBUTION
CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE
C/O ADVALUE CPA 169 LEISURE WAYVACAVILLECA95687263911734501(C)3$6,250EVENT SPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUSE OF FUNDS DONATED TO 527 ORGANIZATIONS IS MONITORED THROUGH THE CAL-ACCESS WEBSITE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WALLACE JED
DIRECTOR$9,857$306,292$0$0$0$0$535$15,365$373$12,063$10,765$333,720$0$0
BORDEN GARY
EXECUTIVE DIRECTOR$154,507$86,211$0$0$0$0$7,371$3,624$6,222$3,390$168,100$93,225$0$0
FLANAGAN KERRY
CHIEF OF STAFF$4,877$206,140$0$0$648$9,352$268$11,931$112$4,767$5,905$232,190$0$0
TURNBULL PERI LYNN
SVP, COMMUNICATIONS$14,741$162,967$0$0$0$0$798$9,190$775$9,271$16,314$181,428$0$0
CASTREJON MYRNA
SVP, GOVERNMENT AFFAIRS (LEFT 02/16)$1,770$145,890$0$0$368$66,634$87$9,513$83$8,980$2,308$231,017$0$0
SOTO RICARDO
SVP, LEGAL ADVOCACY & GEN. COUNSEL$279$202,441$0$0$0$0$0$0$14$10,060$293$212,501$0$0
CORWIN DANNY
CFO, CCSA$7,316$179,168$0$0$0$0$401$8,741$20$499$7,737$188,408$0$0
MCGOWAN-ROBINSON LAURA
SVP, REGIONAL ADVOCACY$6,577$158,454$0$0$0$0$395$9,507$44$1,055$7,016$169,016$0$0
ROBITAILLE ELIZABETH
SVP, ACHIEVEMENT & PERFORMANCE MGMT$254$162,124$0$0$0$0$15$10,494$18$12,183$287$184,801$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7BTHE 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 11THE 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 15ATHE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. THE REVIEW AND APPROVAL NCLUDES 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. THE ORGANIZATION HAS A SHARED RESOURCES AGREEMENT WITH 501(C)(3) CALIFORNIA CHARTER SCHOOLS ASSOCIATION TO SHARE EMPLOYEES. COMPENSATION DECISIONS FOR OTHER KEY EMPLOYEES OF THE ORGANIZATION ARE MADE BY MANAGEMENT OF THE 501(C)(3). 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.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CA CHARTER SCHOOLS ASSOCIATION
250 E 1ST STREET 10TH FLLOS ANGELESCA90012510465703CHARITABLE ACTIVITYCA501(C)(3)509 (A)(2)N/A0
CA CHARTER SCHOOLS ADV IEC
455 CAPITOL MALL STE 600SACRAMENTOCA95814452613909INDEPENDENT EXPENDITURES SUPPORTING/OPPOSING CANDIDATESCA527N/A0
CHARTER SCHOOLS PAC
455 CAPITOL MALL STE 600SACRAMENTOCA95814261434738SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
CHARTER COMMUNITY PAC
455 CAPITOL MALL STE 600SACRAMENTOCA95814471639191SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATESCA527N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
C$285,000FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
N$244,558FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
O$1,170,721FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
P$184,096FMV
CA CHARTER SCHOOLS ADV IEC
Q$111,338FMV
CALIFORNIA CHARTER SCHOOLS ASSOCIATION
M$140,000FMV

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