2015-02-12T08:26:49-06:00 2014-06-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DR SUITE 1500 CHICAGO IL 60611 990 2013-07-01 364141583 CHICAGO CHARTER SCHOOL FOUNDATION CHIC 3126515000 11 EAST ADAMS NO 600 CHICAGO IL 60603 ELIZABETH D PURVIS EDD CEO 3124557890 2015-02-11 1 JAMES G QUAID P00641738 3126707444 2015-02-11 2013 2016-03-07 17:11:31Z CHICAGO INTERNATIONAL CHARTER SCHOOL ELIZABETH D PURVIS EDD 11 EAST ADAMS NO 600 CHICAGO IL 60603 90541347 0 X WWW.CHICAGOINTL.ORG X 1997 IL TO OPERATE K-12 CHARTER SCHOOLS THAT PROVIDE A RIGOROUS, COLLEGE-PREPARATORY EDUCATION TO EVERY STUDENT, THEREBY BRINGING INNOVATION, CHOICE, AND COMPETITION TO EDUCATION. 10 10 404 255 0 0 86283332 88487010 1457353 1437304 171535 162296 344349 454737 88256569 90541347 0 0 0 0 19445929 20413522 0 0 291757 67733322 69269646 87179251 89683168 1077318 858179 80828574 81545368 54077102 53988772 26751472 27556596 X THE MISSION OF THE CHICAGO CHARTER SCHOOL FOUNDATION (CCSF) IS TO PROVIDE, THROUGH INNOVATION AND CHOICE, AN ATTRACTIVE AND RIGOROUS COLLEGE-PREPARATORY EDUCATION THAT MEETS THE NEEDS OF TODAY'S STUDENTS. TO FULFILL ITS MISSION, CCSF OPERATES THE CHICAGO INTERNATIONAL CHARTER SCHOOL (CICS). THE GOAL OF CICS IS TO PREPARE STUDENTS TO GAIN ADMISSION TO, AND SUCCEED IN, A COMPETITIVE FOUR-YEAR COLLEGE OR UNIVERSITY. CICS IS ONE SCHOOL WITH 15 CAMPUSES. FOR MORE INFORMATION ABOUT CCSF, PLEASE VISIT WWW.CHICAGOINTL.ORG. 0 0 85961020 1437304 PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH THROUGH THEOPERATION OF 15 CAMPUS LOCATIONS SERVING 8,579 STUDENTS INGRADES KINDERGARTEN THROUGH GRADE TWELVE DURING FY JUNE30, 2014. 85961020 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 163 0 404 1 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KATHLEEN CLARKE 3126515000 11 EAST ADAMS NO 600 CHICAGO IL 60603 LAURA THONN PRESIDENT 2.00 X X 0 0 0 CRAIG W HENDERSON TREASURER 2.00 X X 0 0 0 ARTHUR J RELIFORD JR SECRETARY 2.00 X X 0 0 0 DAVID J CHIZEWER DIRECTOR 2.00 X 0 0 0 THOMAS J NIEMAN DIRECTOR 2.00 X 0 0 0 VIOLET M CLARK DIRECTOR 2.00 X 0 0 0 CATHERINE H GOTTFRED PHD DIRECTOR 2.00 X 0 0 0 TOM HAYDEN DIRECTOR 2.00 X 0 0 0 GERALD L JENKINS DIRECTOR 2.00 X 0 0 0 ALBERTA JOHNSON DIRECTOR 2.00 X 0 0 0 LORRAINE J ARVIN DIRECTOR - TERM 2.00 X 0 0 0 ELIZABETH D PURVIS EDD CCSF CHIEF EXECUTIVE OFFICER 40.00 X 223075 0 23084 KATHLEEN CLARKE CCSF CHIEF OF NETWORK OPERATIONS 40.00 X 24137 0 685 THOMAS C MCGRATH CCSF CFO/COO - TERM 40.00 X 116709 0 7960 STACY BEARDSLEY CEP CHIEF EXECUTIVE OFFICER 40.00 X 155257 0 3680 JONI PEARLMAN CEP CHIEF OPERATING OFFICER 40.00 X 72038 0 4903 DANIEL ANELLO CCSF CHIEF OF STRATEGY 40.00 X 128098 0 12202 MARGARET MORRISON CCSF CHIEF DEVELOPMENT OFFICER- TERM 40.00 X 124138 0 4203 ERICA HARRIS CEP DIRECTOR OF HUMAN CAPITAL 40.00 X 132606 0 6347 ANNE MATZ CEP DIRECTOR OF CURRICULUM 40.00 X 131143 0 8367 KIMBERLY HINTON CIVITAS DIRECTOR RALPH ELLISON 40.00 X 119529 0 9649 1226730 0 81080 10 0 1 0 GEONOSIS DEVELOPMENT GROUP LLC 1018 CONEY ISLAND DR LOVES PARK IL 61111 CONSTRUCTION MANAGEMENT 148750 HUGHES LOCK AND SAFE COMPANY LLC 547 N YALE VILLA PARK IL 60181 LOCKSMITH WORK 130359 OAK BROOK MECHANICAL SERVICES 961 SOUTH ROUTE 83 ELMHURST IL 60126 HVAC SERVICES 103313 3 87800296 686714 88487010 SCHOOL LUNCH PROGRAM 900099 1186856 1186856 STUDENT FEES, BOOKSTORE, EXTENDED 900099 250448 250448 1437304 162296 162296 OTHER INCOME 900099 454737 454737 454737 90541347 1437304 0 617033 683505 323859 316189 43457 16072380 14475268 1454654 142458 1598474 1527992 67776 2706 1103661 1008723 86950 7988 955502 823627 119105 12770 775493 179554 595939 5213 5213 925722 429620 451893 44209 551427 522480 28947 3760221 3630962 114055 15204 15063 15063 2314254 2314254 4204149 4191260 12889 215217 79512 112740 22965 CAMPUSES - OPERATING FU 38710534 38710534 CAMPUSES - PROGRAM TRAN 14354181 14354181 SCHOOL LUNCH PROGRAM 1053924 1053924 CLASSROOM MATERIALS 453986 453986 1930262 1881284 48978 89683168 85961020 3430391 291757 1038069 972247 6878061 1824883 6371175 6816645 247792 340979 78404284 26593410 52451915 51810874 7519587 14305017 6321975 5474723 80828574 81545368 2531317 2615146 46634461 45572242 1522709 1387037 3388615 4414347 54077102 53988772 X 26025408 27251897 726064 304699 26751472 27556596 80828574 81545368 858179 -53055 0 X 0 1 X 1 1 1 X 1 0 0 1 2222 0 0 1 289 1 8787 1 25061 36359 0 PART II-B, LINE 1: THE ORGANIZATION HAD 150 VOLUNTEERS WORK 1,800 HOURS WITHOUT COMPENSATION FOR LOBBYING ACTIVITIES IN FY14. THE ORGANIZATION PAID A CONSULTANT ($25,000) TO ASSIST IN LOBBYING ACTIVITIES, NAMELY IN ORDER TO ATTEMPT TO INFLUENCE STATE LEGISLATION FOR ADDITIONAL FUNDING FOR CHARTER SCHOOLS. IN ADDITION, A $61 REGISTRATION FEE WAS PAID TO THE SECRETARY OF STATE IN ILLINOIS. 1470900 1470900 51375439 13401701 37973738 17210372 7602101 9608271 8034390 5589608 2444782 313183 313183 51810874 DEPOSITS 193142 CASH & INVESTMENTS RESTRICTED BY BOND INDENTURE 4553211 BOND ISSUANCE COSTS, NET 728370 5474723 AMOUNTS DUE TO CAMPUSES 3812677 CAPITAL LEASES PAYABLE 133552 DEFERRED RENT 468118 4414347 X PART X, LINE 2: THE FOUNDATION IS A TAZ-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE FOUNDATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS DETERMINED THAT THE FOUNDATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014 AND 2013. FEDERAL TAX AND/OR INFORMATION RETURNS OF THE FOUNDATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER THE RETURNS ARE FILED. MANAGEMENT BELIEVES THAT THE FOUNDATION IS NOT SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2011. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THROUGH THE SCHOOL MANAGEMENT ORGANIZATIONS AND APPLICATION PROCESS, THE FOUNDATION FULLY DISCLOSES ITS NONDISCRIMINATORY POLICY TO ALL POTENTIAL STUDENTS. COPIES OF THE POLICY ARE AVAILABLE UPON REQUEST. SCHEDULE E, PART I, LINE 6 THE FOUNDATION RECEIVES FEDERAL AND STATE GOVERNMENTAL FUNDS PASSED THROUGH CHICAGO PUBLIC SCHOOLS TO ASSIST IN THE FOUNDATION'S EFFORTS TO PROVIDE A FREE EDUCATION, OPEN TO THE PUBLIC, AND AVAILABLE TO ANY CITY OF CHICAGO STUDENT. X X 0 0 0 0 0 0 0 0 0 ELIZABETH D PURVIS EDD CCSF CHIEF EXECUTIVE OFFICER 223075 0 0 0 0 0 6659 0 16425 0 246159 0 0 0 STACY BEARDSLEY CEP CHIEF EXECUTIVE OFFICER 155257 0 0 0 0 0 2955 0 725 0 158937 0 0 0 A ILLINOIS FINANCE AUTHORITY 861091967 45200BW53 2007-02-08 50406200 IFA SERIES 2007 BONDS, SEE PART VI 0 0 0 A 49445000 4545501 937123 26373253 17589123 2010 0 1 1 1 A 0 0 1 1 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART I #F TO ADVANCE REFUND ITS SERIES 2002A BONDS AND TO CONSTRUCT, ACQUIRE, RENOVATE AND EQUIP ITS EDUCATIONAL FACILITIES. PART IV LINE 24C - TAX-EXEMPT BONDS: A TRUSTEE DOES MAINTAIN A DEBT SERVICE RESERVE FUND AND A CAPITALIZED INTEREST FUND FOR TAX-EXMPT BONDS, BUT SINCE THESE FUNDS ARE NOT USED TO DEFEASE ANY TAX-EXEMPT BONDS, THE ORGANIZATION HAS ANSWERED "NO" TO #24C. FORM 990, PART VI, SECTION A, LINE 2 DAVID J. CHIZEWER, BOARD MEMBER, AND GERALD L. JENKINS, BOARD MEMBER, ARE BOTH PARTNERS AT THE LAW FIRM GOLDBERG KOHN. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE ASSISTS IN PREPARING AND THEN REVIEWS A DRAFT OF FORM 990 THAT IS INITIALLY PREPARED BY THE FOUNDATION'S CPA FIRM. A FINAL COPY OF FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT OR BOARD MEMBERS BRING ANY POTENTIAL CONFLICTS OF INTEREST TO THE ATTENTION OF THE BOARD FOR REVIEW AND DISCUSSION. THE FOUNDATION ACTIVELY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AND REQUESTS EACH BOARD MEMBER TO SIGN ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE, INCLUDING THE BOARD TREASURER AND OTHER DESIGNATED BOARD MEMBERS, REVIEW THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. IN ADDITION, THE FINANCE COMMITTEE REVIEWS THE COMPENSATION OF ALL EMPLOYEES AS PART OF THE ANNUAL BUDGET REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION FURNISHES ITS ANNUAL AUDITED FINANCIAL STATEMENTS UPON REQUEST. SCHEDULE R PART I - IDENTIFICATION OF DISREGARDED ENTITIES: THE FOUNDATION IS THE SOLE MANAGER AS WELL AS THE SOLE MEMBER OF CIVITAS EDUCATION PARTNERS, LLC. THE FOUNDATION IS THE SOLE MANAGER OF BOTH CIVITAS SCHOOLS, LLC AND QUEST MANAGEMENT, LLC. CIVITAS EDUCATION PARTNERS, LLC IS THE SOLE MEMBER OF BOTH CIVITAS SCHOOLS, LLC AND QUEST MANAGEMENT, LLC. THE INFO REPORTED ON SCHEDULE R PART I FOR CIVITAS EDUCATION PARTNERS, LLC INCLUDES INFO OF BOTH CIVITAS SCHOOLS, LLC AND QUEST MANAGEMENT, LLC. CIVITAS EDUCATION PARTNERS LLC 901 WEST JACKSON BOULEVARD SUITE 20 CHICAGO IL 60607 452578723 SCHOOL MANAGEMENT COMPANY IL 24871550 4351918 CHICAGO CHARTER SCHOOL FOUNDATION