2017-11-06T14:02:48-06:00 2016-12-31 946214841 Armanino LLP 50 W San Fernando St Ste 500 San Jose CA 95113 990 2016-01-01 462155826 Innovate Public Schools INNO 6505626200 1400 Parkmoor Ave No 240 San Jose CA 95126 Matthew Hammer CEO 6505626200 2017-10-24 1 Lawrence S Kuechler P00233621 4082006400 2017-10-24 38.104.135.22 2017-10-24 15:39:52 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C6CDAEE9B875D4320E7F169406ABE2414F275E69 2016 2021-01-29 14:40:06Z Matthew Hammer 1400 Parkmoor Ave No 240 San Jose CA 95126 8194947 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. 8 7 26 7 0 0 3903623 5815245 134175 320831 6727 66124 4502 0 4049027 6202200 230000 311931 0 0 1716072 2535523 0 3530 138951 664929 1263425 2611001 4114409 1438026 2087791 3834559 6216588 230879 526544 3603680 5690044 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. 1 0 1378109 311931 Research, Policy and Communication - 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 cobranded 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 moreinformation and take action. Innovate regularly trains parents how to leverage this platform to push for change. 1100376 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 Organization - 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. 817774 320831 New Schools - Innovate Public Schools works to accelerate the growth of new, high-quality public schools - a proven strategy in this region for creating high-performing schools for lowincome children.Start-up Schools Fellowship - 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, school-based implementation support, and support organizing parents.Entrepreneurs - In 2016, Innovate Public Schools launched its Charter School Entrepreneur-in-Residence program through which a school leader is on staff for two years to plan and launch an innovative new school network. 3296259 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 26 1 0 0 0 0 0 0 0 0 0 0 X 8 7 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 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 board member 0.50 X 0 0 0 Marc Tarpenning board member 0.50 X 0 0 0 Orlando Cardona board member 0.50 X 0 0 0 Eric Scroggins board member 0.50 X 0 0 0 Matthew Hammer Founder and CEO 40.00 X X 219221 0 25021 Sarah Rogers Tucker Sr Program Mgr, Leadership Development 40.00 X 120374 0 16429 Jose Arenas VP, Organizing 40.00 X 131462 0 16952 Sierra Jenkins VP, Content Strategy and Partnerships 40.00 X 128420 0 12400 Annalise Roy VP, Strategic Operations 40.00 X 144953 0 20953 Amanda Gardner VP, Schools 40.00 X 136423 0 10322 880853 0 102077 8 0 1 0 PERMIAN BUILDERS 4125 Clipper Ct Fremont CA 94538 Office renovation and build out 250000 1 5815245 1991032 5815245 contract revenue 611710 158900 158900 fellowship fees 611710 140623 140623 conference fees 611710 21308 21308 320831 12886 12886 2045985 1991032 1715 54953 -1715 53238 53238 6202200 320831 0 66124 X 311931 311931 244242 159979 35415 48848 1830073 1470323 301465 58285 88013 69159 16247 2607 220794 171829 40254 8711 152401 122540 23131 6730 445 445 24995 24995 3530 3530 65365 65365 574152 483806 86541 3805 166424 133634 29491 3299 40965 39003 1727 235 98859 89569 7321 1969 207937 191284 16380 273 44789 37481 6986 322 17627 10009 7405 213 Misc expense 21867 5712 16031 124 4114409 3296259 679199 138951 3436564 5611724 50000 0 125025 67578 26515 30379 400919 47985 44982 352934 151473 153973 3834559 6216588 203879 413294 27000 113250 230879 526544 X 3318054 5510571 285626 179473 3603680 5690044 3834559 6216588 2087791 -1427 0 X 0 1 X 1 0 X 2599026 1569334 3903623 5815245 13887228 2599026 1569334 3903623 5815245 13887228 6202909 7684319 720 4015 6154 12886 23775 13911003 676008 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 0 1 1 0 0 Part II-B, Line 1: The Organizing team spent 30 hours on lobbying between Sep 1 - November 8, 2016 on advocacy work around San Francisco's Proposition N, to allow voting in school board elections for non-citizens. The staff had calls and conversations with potential voters. 276960 18464 258496 84953 24867 60086 39006 4654 34352 352934 X 6304535 -1427 102047 100620 6203915 -1715 -1715 6202200 4218171 102047 1715 103762 4114409 0 4114409 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, 2013 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, 2012 and beyond remain subject to possible examination by the Franchise Tax Board, generally for 4 years after they are filed. Part XI, Line 4b - Other Adjustments: disposal of fixed assets -1,715. Part XII, Line 2d - Other Adjustments: disposal of fixed assets 1,715. Part XII, Line 4b - Other Adjustments: investment management fee 0 GreatSchools Inc 1999 Harrison Street 1100 Oakland CA 94612 943311628 501(c)(3) 311931 Funding for a two-year partnership project with GreatSchools (GS) to build out the bilingual, mobile-friendly GS Bay Area platform which will be a part of the GS website, providing enriched content and other information for parents across the Bay Area. 1 X 0 0 0 0 0 0 0 0 0 Matthew Hammer Founder and CEO 219221 0 0 0 0 0 11225 0 13796 0 244242 0 0 0 Annalise Roy VP, Strategic Operations 144953 0 0 0 0 0 7522 0 13431 0 165906 0 0 0 X 2 1991032 market price 0 0 0 0 Part I, Column (b): Number of contributions represents number of donors. Form 990, Part III, line 2 In 2016, Innovate launched its Charter School Entrepreneur-in-Residence program through which a school leader is on staff for two years to plan and launch an innovative new school network. 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 2016 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 26,256. Management and general expenses 0. Fundraising expenses 1,239. Total expenses 27,495. contract services: Program service expenses 457,550. Management and general expenses 86,541. Fundraising expenses 2,566. Total expenses 546,657.