2015-11-16T11:58:45-06:00 2014-12-31 911123435 THE MYERS ASSOCIATES PC 520 PIKE ST STE 1040 SEATTLE WA 981012397 990 2014-01-01 463224248 WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION WASH 2068328505 210 S HUDSON ST NO 324 SEATTLE WA 98134 BILL KIOLBASA CHIEF FINANCE & OPERATIONS OFFICER 2068328505 2015-11-16 1 MARK T LONG CPA P00047630 2066236116 2015-11-16 2014 2016-02-25 16:41:14Z WA CHARTERS BILL KIOLBASA 210 S HUDSON ST NO 324 SEATTLE WA 98134 5548889 0 X WWW.WACHARTERS.ORG X 2013 WA SEE SCHEDULE O.WE ADVOCATE FOR AND SUPPORT HIGH-QUALITY PUBLIC CHARTER SCHOOLS THAT MEET THE NEEDS OF HISTORICALLY UNDERSERVED STUDENTS. 8 8 8 25 0 0 5410462 5542830 0 6050 0 9 0 0 5410462 5548889 95000 1886637 0 0 0 298090 0 0 21286 1175601 1802690 1270601 3987417 4139861 1561472 4170281 6111355 30420 414880 4139861 5696475 WE ADVOCATE FOR AND SUPPORT HIGH-QUALITY PUBLIC CHARTER SCHOOLS THAT MEET THE NEEDS OF HISTORICALLY UNDERSERVED STUDENTS. 0 0 3780719 1886637 6050 THE WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION ADVANCES A HIGH-QUALITY PUBLIC CHARTER SCHOOL SECTOR THROUGH THE RECRUITMENT AND DEVELOPMENT OF CHARTER SCHOOL LEADERS, THE SUPPORT OF THEIR NEW SCHOOLS, THE DEVELOPMENT OF CHARTER SCHOOL KNOWLEDGE AND FAMILIARITY AMONG COMMUNITY MEMBERS, EDUCATORS, PARENTS, SCHOOL STAKEHOLDERS AND THE GENERAL PUBLIC, AND BY SUPPORTING A LEGAL, POLITICAL AND BUREAUCRATIC ENVIRONMENT THAT FOSTERS CHARTER SCHOOL GROWTH IN WASHINGTON. 3780719 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 8 8 1 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X BILL KIOLBASA 2068328505 210 S HUDSON ST NO 324 SEATTLE WA 98134 MARTA REYES-NEWBERRY PRESIDENT (PART YEAR) 2.00 X X 0 0 0 JOEL DOMINGO VICE PRESIDENT 2.00 X X 0 0 0 JIM SPADY TREASURER 2.00 X X 0 0 0 LISA MACFARLANE SECRETARY 2.00 X X 0 0 0 CHRIS KORSMO DIRECTOR 2.00 X 0 0 0 STEVE MULLIN DIRECTOR 2.00 X 0 0 0 FLOR ALARCON DIRECTOR 2.00 X 0 0 0 KATHY BINDER DIRECTOR 2.00 X 0 0 0 MARTA REYES-NEWBERRY INTERIM EXEC DIRECTOR (PART YEAR) 40.00 X 237000 0 0 THOMAS FRANTA CHIEF EXECUTIVE OFFICER (PART YEAR) 40.00 X 62934 0 12361 BILL KIOLBASA PART YEAR CHIEF FINANCE AND OPERATIONS OFFICER 40.00 X 63801 0 6440 363735 0 18801 1 0 1 0 LEV FOUNDATION 2734 WESTLAKE AVE N SEATTLE WA 98109 FISCAL SPONSOR/ADMINISTRATION 165000 1 7550 5535280 5542830 PROGRAM SERVICE REVENUE 611710 6050 6050 6050 9 9 5548889 6050 0 9 X 1886637 1886637 145536 127470 14554 3512 123038 119687 3351 6823 6384 439 22693 19969 2270 454 237000 213300 23700 39353 37583 1770 517735 500415 17320 42622 4955 37667 38500 34650 3850 97555 87800 9755 15759 14183 1576 152 152 CONTRACT STAFF 338526 338526 FISCAL SPONSOR FEES 165000 82500 82500 CONFERENCE EXPENSES 136333 136333 PUBLIC RELATIONS 126129 126129 48026 44198 3828 3987417 3780719 185412 21286 1695281 4485004 2475000 1618000 219 2814 5470 152 0 5318 4170281 6111355 30420 111130 297500 6250 30420 414880 X 1664861 4078475 2475000 1618000 4139861 5696475 4170281 6111355 1561472 -4858 0 X X 0 1 X 1 0 X 5410462 5542830 10953292 5410462 5542830 10953292 2473736 8479556 9 9 10953301 X SCHEDULE A, PART III, SECTION A, LINE 1 WA CHARTER'S TAX YEAR ENDED 12-31-2013 WAS A SHORT YEAR WHICH BEGAN ON APRIL 23, 2013, THE EFFECTIVE DATE OF IRS DETERMINATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3780719 3780719 339036 84759 0 0 202060 339036 541096 811644 50515 84759 135274 202911 5470 152 5318 5318 5548889 0 5548889 0 5548889 3987417 0 3987417 0 3987417 1 THE NEW TEACHER PROJECT 186 JORALEMON ST STE 300 BROOKLYN NY 11201 133850158 501(C)(3) 201637 SUPPORT THE RECRUITMENT OF HIGH-QUALITY PUBLIC CHARTER SCHOOL TEACHERS IN WASHINGTON STATE STAND FOR CHILDREN 1732 NW QUIMBY STREET NO 200 PORTLAND OR 97209 521957214 501(C)(3) 25000 SUPPORT THE DEVELOPMENT OF HIGH-QUALITY PUBLIC CHARTER SCHOOLS IN WASHINGTON STATE EDUCATION REFORM NOW 928 BROADWAY NEW YORK NY 10010 203687838 501(C)(3) 85000 SUPPORT THE DEVELOPMENT OF HIGH-QUALITY PUBLIC CHARTER SCHOOLS IN WASHINGTON STATE FIRST PLACE SCHOOL PO BOX 22536 SEATTLE WA 98122 943092447 501(C)(3) 625000 FUND COMMUNITY ENGAGEMENT IN AND GENERAL OPERATIONS OF WASHINGTON CHARTER SCHOOLS PRIDE PREP SCHOOLS 811 E SPRAGUE AVE SPOKANE WA 99202 464051666 501(C)(3) 225000 FUND COMMUNITY ENGAGEMENT IN AND GENERAL OPERATIONS OF WASHINGTON CHARTER SCHOOLS EXCEL CHARTER SCHOOL 19300 108TH AVE SOUTHEAST KENT WA 98055 204394596 501(C)(3) 225000 FUND COMMUNITY ENGAGEMENT IN AND GENERAL OPERATIONS OF WASHINGTON CHARTER SCHOOLS RAINIER PREP 10211 12TH AVE S SEATTLE WA 98168 912045918 501(C)(3) 225000 FUND COMMUNITY ENGAGEMENT IN AND GENERAL OPERATIONS OF WASHINGTON CHARTER SCHOOLS SOAR ACADEMIES 2136 MLK JR WAY TACOMA WA 98405 464118400 501(C)(3) 225000 FUND COMMUNITY ENGAGEMENT IN AND GENERAL OPERATIONS OF WASHINGTON CHARTER SCHOOLS SUMMIT PUBLIC SCHOOLS WASHINGTON 1025 S KING STREET SEATTLE WA 98104 464128856 501(C)(3) 25000 FUND COMMUNITY ENGAGEMENT IN WASHINGTON CHARTER SCHOOLS GREEN DOT PUBLIC SCHOOLS WASHINGTON 1149 SOUTH HILL ST STE 600 LOS ANGELES CA 90015 464128856 501(C)(3) 25000 FUND COMMUNITY ENGAGEMENT IN WASHINGTON CHARTER SCHOOLS PART I, LINE 2: THROUGH ITS GRANT AGREEMENTS, WA CHARTERS OBLIGATES THE GRANTEE TO USE GRANT FUNDS EXCLUSIVELY FOR CHARITABLE PURPOSES, AND TO SUBMIT FINAL REPORTS DETAILING THE GRANTEE'S USE OF GRANT FUNDS. WA CHARTERS MAY VISIT THE GRANTEE'S PREMISES AND REVIEW THE GRANTEE'S ACTIVITIES FROM TIME TO TIME. IF WA CHARTERS HAS ANY REASON TO SUSPECT MISUSE OF GRANT FUNDS, WA CHARTERS WILL INVESTIGATE FURTHER. IF WA CHARTERS BELIEVES AFTER INVESTIGATION THAT FUNDS WERE MISUSED, IT WILL STOP DISBURSING AND ATTEMPT TO THE BEST OF ITS ABILITY TO RECOVER ANY FUNDS THAT WERE NOT USED CONSISTENTLY WITH WA CHARTERS'S EXEMPT PURPOSE. X X X X 0 0 0 0 0 0 0 0 0 MARTA REYES-NEWBERRY INTERIM EXEC DIRECTOR (PART YEAR) 237000 0 0 0 0 0 0 0 0 0 237000 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MS. KORSMO IS PRESIDENT AND EXECUTIVE DIRECTOR OF THE LEAGUE OF EDUCATION VOTERS FOUNDATION ("LEV FOUNDATION"). LEV FOUNDATION SERVED AS WA CHARTERS' FISCAL SPONSOR PRIOR TO WA CHARTERS RECEIVING SEPARATE TAX EXEMPTION. MS. BINDER IS A DIRECTOR AND THE VOLUNTEER FUND DEVELOPMENT CHAIR OF THE LEV FOUNDATION. MS. MACFARLANE IS A NON-VOTING EMERITUS BOARD MEMBER OF THE LEV FOUNDATION. FORM 990, PART VI, SECTION A, LINE 3 DURING PART OF 2014, MANAGEMENT SERVICES WERE PERFORMED BY AN INDEPENDENT CONTRACTOR UNDER THE SUPERVISION OF THE BOARD. THESE SERVICES ENDED IN AUGUST 2014 WHEN A PERMANENT CEO WAS RETAINED. FORM 990, PART VI, SECTION A, LINE 4 WA CHARTERS AMENDED ITS BYLAWS IN ORDER TO CLARIFY POLICIES ON GRANTMAKING. FORM 990, PART VI, SECTION B, LINE 11 WA CHARTERS PROVIDED A DRAFT COPY OF THE FORM 990 TO ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW AND DISCUSSION BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS OF WA CHARTERS ARE REQUIRED TO FULLY DISCLOSE ALL MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ANNUALLY THROUGH THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 ALL INDIVIDUALS INVOLVED IN APPROVING COMPENSATION ARRANGEMENTS FOLLOW A CONFLICT OF INTEREST POLICY. ALL COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN ADVANCE AND IN WRITING PRIOR TO PAYING COMPENSATION. SUCH COMPENSATION ARRANGEMENTS ARE BASED ON INFORMATION ABOUT SIMILAR ORGANIZATIONS, AND THE SUPPORTING INFORMATION AND VOTING RECORDS ARE DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 WA CHARTER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 182,769. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 17,320. TOTAL EXPENSES 200,089. STRATEGY PLANNING FEES: PROGRAM SERVICE EXPENSES 71,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,250. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 246,396. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 246,396. FORM 990, PART XII, LINE 2C: A DRAFT COPY OF THE 2014 AUDIT WAS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE OF WA CHARTERS.