CALIFORNIA CHARTER SCHOOLS ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA CHARTER SCHOOLS ASSOCIATION (EIN 51-0465703)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201313199349307316
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T13:49:24-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951777440 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510465703 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA CHARTER SCHOOLS ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 2132441446 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANNY CORWIN | Name |
| Title | CFO | Title |
| Phone | 2132441446 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD L RUVELSON | Name |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANNY CORWIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17056800 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CALCHARTERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO INCREASE THE NUMBER OF STUDENTS ATTENDING QUALITY CHARTER SCHOOLS IN CALIFORNIA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 88 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10438978 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13853286 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4193390 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3202806 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -10247 | InvestmentIncomePriorYear |
| Investment Income Current Year | -4020 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1731 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14622121 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17050341 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 157500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2453350 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8321094 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8279848 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 350792 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5331595 | OtherExpensePriorYear |
| Other Expenses Current Year | 5153541 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13810189 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15886739 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 811932 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1163602 | RevenuesLessExpensesCY |
| Total Assets BOY | 19044704 | TotalAssetsBOY |
| Total Assets EOY | 19740351 | TotalAssetsEOY |
| Total Liabilities BOY | 13899637 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13431682 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5145067 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6308669 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE ASSOCIATION IS TO INCREASE THE NUMBER OF STUDENTS ATTENDING QUALITY CHARTER SCHOOLS IN CALIFORNIA AS QUICKLY AS POSSIBLE BY SECURING POLICY WINS SUPPORTIVE OF CHARTER SCHOOLS AND PROVIDING THE SUPPORTS NECESSARY TO OPEN AND EXPAND QUALITY CHARTER SCHOOLS.THE ASSOCIATION SERVES MEMBERS AND ADVANCES ITS MISSION BY ALIGNING ITS WORK WITH FOUR STRATEGIC PRIORITIES: 1) GROWING HIGH QUALITY NEW SCHOOLS;2) STRENGTHENING CHARTER SCHOOLS;3) ENSURING ACCOUNTABILITY; AND 4) SUSTAINING THE ASSOCIATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5610860 | Expense |
| Grants | 255000 | Grants |
| Revenue | 615553 | Revenue |
| Description | ADVOCACY:STATEWIDE ADVOCACY: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES SUCH AS AUTHORIZER OVER-REGULATION, FACILITIES AND SPECIAL EDUCATION THROUGH LOCAL ADVOCACY AND GRASSROOTS ORGANIZING OF CHARTER SCHOOL PARENTS.GOVERNMENT AFFAIRS: IMPROVES THE POLICY ENVIRONMENT FOR CHARTER SCHOOLS IN CALIFORNIA THROUGH LEGISLATION AND REGULATORY ADVOCACY. CHARTER SCHOOLS LEGAL DEFENSE FUND: LITIGATES KEY ISSUES WHICH SUBSTANTIALLY IMPACT CALIFORNIA'S CHARTER SCHOOL MOVEMENT AND PROVIDES SUPPORT TO CHARTER SCHOOLS SEEKING FACILITIES UNDER PROPOSITION 39 OR FACING UNFAIR TREATMENT.CIVIC AFFAIRS: DEDICATED TO INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE PUBLIC POLICY ARENA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3120868 | Expense |
| Grants | 7500 | Grants |
| Revenue | 2462151 | Revenue |
| Description | MEMBER SERVICES:MEMBERSHIP: MEMBERSHIP FOR CALIFORNIA CHARTER SCHOOLS, DEVELOPERS, SUPPORT ORGANIZATIONS, AND VENDORS.CALIFORNIA CHARTER SCHOOLS CONFERENCE: HOSTS ANNUAL CONFERENCE INSPIRING ACADEMIC EXCELLENCE, OPERATIONAL INTEGRITY AND UNITY AMONG CHARTER SCHOOLS IN CALIFORNIA.EMPLOYEE WELFARE BENEFIT TRUST: OFFERS ACCESS TO HEALTH BENEFITS AND SERVICES CREATED SPECIFICALLY FOR CALIFORNIA CHARTER SCHOOLS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2190850 | Expense |
| Grants | 2190850 | Grants |
| Description | CHARTER SCHOOL GROWTH FUND: THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2008866 | Expense |
| Revenue | 125102 | Revenue |
| Description | RESEARCH AND COMMUNICATIONS:COMMUNICATIONS: THE ASSOCIATION IS A TRUSTED SOURCE OF DATA AND INFORMATION ON CALIFORNIA'S CHARTER SCHOOLS FOR PARENTS, AUTHORIZERS, LEGISLATORS, THE MEDIA, AND OTHER INTEREST GROUPS.ACHIEVEMENT AND PERFORMANCE MANAGEMENT: CONDUCTS SOPHISTICATED DATA ANALYSIS AND RESEARCH TO ADVANCE THE UNDERSTANDING OF CHARTER SCHOOL ACADEMIC PERFORMANCE AND TO ENSURE APPROPRIATE ACCOUNTABILITY WITHIN THE CHARTER MOVEMENT.SCHOOL RISK MANAGEMENT: PROVIDES INSURANCE BROKERAGE AND RISK MANAGEMENT SERVICES TO SCHOOLS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2008866 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 125102 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12931444 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 62 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 88 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNY CORWIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2132441446 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BRIAN BAUER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JUDY BURTON | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROD DAMMEYER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARGARET FORTUNE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REED HASTINGS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| GREGORY MCGINITY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LARRY ROSENSTOCK | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DON SHALVEY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DIANE TAVENNER | ||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | 2.00 | ||
| CARRIE WALTON PENNER | ||||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | 2.00 | ||
| ANA PONCE | ||||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER NELSON | ||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | |||
| JARED WALLACE | ||||||||
| PRESIDENT/CEO | 38.00 | X | 311072 | 0 | 24528 | 2.00 | X | |
| DANIEL CORWIN | ||||||||
| CFO | 40.00 | 191372 | 0 | 9149 | X | |||
| KERRY FLANAGAN | ||||||||
| CHIEF OF STAFF | 40.00 | 208270 | 0 | 16034 | X | |||
| MYRNA CASTREJON | ||||||||
| SVP, GOVERNMENT AFFAIRS | 40.00 | 263421 | 0 | 17707 | X | |||
| CYNTHIA BRYANT | ||||||||
| SVP, GOVERNMENT AFFAIRS | 35.00 | 241265 | 0 | 13963 | 5.00 | X | ||
| RICARDO SOTO | ||||||||
| SVP, LEGAL ADVOCACY, AND GENERAL COUNSEL | 40.00 | 190975 | 0 | 12516 | X | |||
| GARY BORDEN | ||||||||
| SVP, CIVIC AFFAIRS | 34.00 | 186082 | 0 | 15410 | 6.00 | X | ||
| PERI LYNN TURNBULL | ||||||||
| SVP, COMMUNICATIONS | 39.00 | 177565 | 0 | 17156 | 1.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1770022 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 126463 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LATHAM & WATKINS LLP | |||||
| 355 SOUTH GRAND AVE | LOS ANGELES | CA | 90071 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | 411461 |
| CANDICE LAMARCHE | |||||
| 1437 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94115 | CONFERENCE PLANNING SERVICES | 144467 |
| UNIVERSITY OF OREGON CONTINUATION CENTER | |||||
| 1277 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | CONFERENCE PLANNING SERVICES | 111065 |
| ACCOUNTING & ASSOCIATION SOFTWARE GROUP | |||||
| PO BOX 597 | WEIMAR | CA | 95736 | ACCOUNTING AND SYSTEMS CONSULTING | 110383 |
| PROCOPIO CORY HARGREAVES & SAVITCH LLP | |||||
| 525 B ST STE 2200 | SAN DIEGO | CA | 92101 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | 109483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Membership Dues | 1497286 | MembershipDues |
| All Other Contributions | 12356000 | AllOtherContributions |
| Total Contributions | 13853286 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBER SERVICE REVENUE | 900099 | 2288025 | 2288025 |
| ADMIN REIMBURSEMENT REV. | 900099 | 608610 | 608610 |
| ADVOCACY REVENUE | 900099 | 181069 | 181069 |
| COMM. AND RESEARCH REVENUE | 900099 | 64725 | 64725 |
| SCHOOL RISK MANAGEMENT REVENUE | 900099 | 60377 | 60377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3202806 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2439 | TotalRevenueColumn |
| Exclusion | $2,439 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6459 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -6459 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6459 | TotalRevenueColumn |
| Exclusion | -$6,459 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1731 | TotalRevenueColumn |
| Exclusion | -$1,731 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1731 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17050341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3202806 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$5,751 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2445850 | Total |
| Program Services | 2445850 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
| Program Services | 7500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721243 | Total |
| Management And General | 524581 | ManagementAndGeneral |
| Fundraising | 196662 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6368713 | Total |
| Program Services | 5431044 | ProgramServices |
| Management And General | 847126 | ManagementAndGeneral |
| Fundraising | 90543 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250975 | Total |
| Program Services | 210519 | ProgramServices |
| Management And General | 36881 | ManagementAndGeneral |
| Fundraising | 3575 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436839 | Total |
| Program Services | 377796 | ProgramServices |
| Management And General | 51897 | ManagementAndGeneral |
| Fundraising | 7146 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502078 | Total |
| Program Services | 391421 | ProgramServices |
| Management And General | 91462 | ManagementAndGeneral |
| Fundraising | 19195 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 749692 | Total |
| Program Services | 718242 | ProgramServices |
| Management And General | 31450 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75387 | Total |
| Management And General | 75387 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1167857 | Total |
| Program Services | 949629 | ProgramServices |
| Management And General | 214971 | ManagementAndGeneral |
| Fundraising | 3257 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144098 | Total |
| Program Services | 117495 | ProgramServices |
| Management And General | 22868 | ManagementAndGeneral |
| Fundraising | 3735 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452544 | Total |
| Program Services | 377019 | ProgramServices |
| Management And General | 65157 | ManagementAndGeneral |
| Fundraising | 10368 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253876 | Total |
| Program Services | 205060 | ProgramServices |
| Management And General | 41962 | ManagementAndGeneral |
| Fundraising | 6854 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515168 | Total |
| Program Services | 349108 | ProgramServices |
| Management And General | 159543 | ManagementAndGeneral |
| Fundraising | 6517 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981843 | Total |
| Program Services | 869533 | ProgramServices |
| Management And General | 110469 | ManagementAndGeneral |
| Fundraising | 1841 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37934 | Total |
| Program Services | 30640 | ProgramServices |
| Management And General | 6270 | ManagementAndGeneral |
| Fundraising | 1024 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28012 | Total |
| Program Services | 13524 | ProgramServices |
| Management And General | 14488 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COMMUNICATION EXPENSE | 201059 | 184403 | 16656 |
| BANK/FINANCE CHARGES | 144290 | 105559 | 38731 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401781 | Total |
| Program Services | 147102 | ProgramServices |
| Management And General | 254604 | ManagementAndGeneral |
| Fundraising | 75 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15886739 | Total |
| Program Services | 12931444 | ProgramServices |
| Management And General | 2604503 | ManagementAndGeneral |
| Fundraising | 350792 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 166 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3601628 | BOY |
| EOY | 5306652 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 600000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1750348 | BOY |
| EOY | 708321 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81000 | BOY |
| EOY | 40500 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242730 | BOY |
| EOY | 228413 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96447 | BOY |
| EOY | 173491 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 263758 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 119051 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189100 | BOY |
| EOY | 144707 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12582451 | BOY |
| EOY | 12538101 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19044704 | BOY |
| EOY | 19740351 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281184 | BOY |
| EOY | 881556 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35271 | BOY |
| EOY | 12025 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12583182 | BOY |
| EOY | 12538101 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13899637 | BOY |
| EOY | 13431682 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4155307 | BOY |
| EOY | 5036404 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 989760 | BOY |
| EOY | 1272265 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5145067 | BOY |
| EOY | 6308669 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19044704 | BOY |
| EOY | 19740351 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1163602 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9700909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10749644 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10690270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10438978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13853286 | CurrentTaxYear |
| Total | 55433087 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3079421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3517108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4235226 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4193390 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3202806 | CurrentTaxYear |
| Total | 18227951 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12780330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14266752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14925496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14632368 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17056092 | CurrentTaxYear |
| Total | 73661038 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6510672 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7551362 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8180938 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8514762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11350000 | CurrentTaxYear |
| Total | 42107734 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6510672 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7551362 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8180938 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8514762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11350000 | CurrentTaxYear |
| Total | 42107734 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 31553304 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4961 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2439 | CurrentTaxYear |
| Total | 27912 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4961 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2439 | CurrentTaxYear |
| Total | 27912 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30039 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2197 | CurrentTaxYearMinus2Years |
| Current Tax Year | -1731 | CurrentTaxYear |
| Total | 32253 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12815330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14278279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14934647 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14636147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17056800 | CurrentTaxYear |
| Total | 73721203 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.42800 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.46850 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00090 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 89944 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 271256 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 361200 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15525539 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15886739 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 944337 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 236084 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 811913 | CurrentYearMinus3 |
| Current Year Minus2 | 855419 | CurrentYearMinus2 |
| Current Year Minus1 | 822642 | CurrentYearMinus1 |
| Current Year | 944337 | CurrentYear |
| Total | 3434311 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,151,467 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 270717 | CurrentYearMinus3 |
| Current Year Minus2 | 428805 | CurrentYearMinus2 |
| Current Year Minus1 | 339760 | CurrentYearMinus1 |
| Current Year | 361200 | CurrentYear |
| Total | 1400482 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 202978 | CurrentYearMinus3 |
| Current Year Minus2 | 213855 | CurrentYearMinus2 |
| Current Year Minus1 | 205661 | CurrentYearMinus1 |
| Current Year | 236084 | CurrentYear |
| Total | 858578 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,287,867 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 24212 | CurrentYearMinus3 |
| Current Year Minus2 | 49985 | CurrentYearMinus2 |
| Current Year Minus1 | 5693 | CurrentYearMinus1 |
| Current Year | 89944 | CurrentYear |
| Total | 169834 | Total |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101089 | OtherCostOrOtherBasis |
| Depreciation | 33695 | Depreciation |
| Book Value | 67394 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 162669 | OtherCostOrOtherBasis |
| Depreciation | 85356 | Depreciation |
| Book Value | 77313 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 144707 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FACILITY LOAN LOSS RESERVE | Description |
| Amount | $12,538,101 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12538101 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| ROCKETSHIP EDUCATION | |||||||||
| 350 TWIN DOLPHIN DRIVE STE 109 | REDWOOD CITY | CA | 94065 | 204040597 | 501(C)(3) | 1489500 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| REX AND MARGARET FORTUNE SCHOOL OF EDUCATION | |||||||||
| 2035 HURLEY WAY STE 200 | SACRAMENTO | CA | 95825 | 943187528 | 501(C)(3) | 268000 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| KIPP BAY AREA SCHOOLS | |||||||||
| 1404 FRANKLIN STREET 500 | OAKLAND | CA | 94612 | 205010766 | 501(C)(3) | 239000 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| CCSA ADVOCATES | |||||||||
| 1017 L STREET 141 | SACRAMENTO | CA | 95814 | 262318098 | 501(C)(4) | 235000 | FMV | N/A | FUNDS FOR LOBBYING SERVICE PROVIDERS |
| DOWNTOWN COLLEGE PREPARATORY | |||||||||
| 1400 PARKMOOR AVE STE 206 | SAN JOSE | CA | 95126 | 770517240 | 501(C)(3) | 119180 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| BEACON EDUCATION NETWORK | |||||||||
| PO BOX 1449 | WATSONVILLE | CA | 95077 | 205155858 | 501(C)(3) | 75170 | FMV | N/A | TO SUPPORT GROWTH IN SCHOOL ENROLLMENT |
| NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS | |||||||||
| 1101 FIFTEENTH STREET NW STE 1010 | WASHINGTON | DC | 20005 | 300274709 | 501(C)(3) | 20000 | FMV | N/A | TO SUPPORT MISSION OF FOSTERING A STRONG CHARTER SECTOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 5 | NumberOfRecipients |
| Amount Of Cash Grant | 7500 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: RECIPIENTS OF SUSAN STEELMAN BRAGATO SCHOLARSHIPS ARE SELECTED ANNUALLY THROUGH AN APPLICATION PROCESS. A COMMITTEE OF STAFF VOLUNTEERS EVALUATE APPLICATIONS AGAINST A RURIC DESIGNED TO IDENTIFY GRADUATING CHARTER SCHOOL STUDENTS WHO NOT ONLY ACHIEVE ACADEMICALLY, BUT WHO ALSO HAVE MADE SIGNIFICANT CONTRIBUTIONS TO THEIR COMMUNITY. AN EXECUTIVE COMMITTEE SELECTS THE WINNERS FROM A POOL OF FINALISTS RECOMMENDED BY THE COMMITTEE. THE GRANT AGREEMENT WITH CCSA ADVOCATES REQUIRES AN ANNUAL REPORT DESCRIBING THE CHARITABLE PROGRAMS CONDUCTED WITH THE PROCEEDS OF THE GRANT AND THE EXPENDITURES MADE FROM GRANT FUNDS. THE CONTRIBUTIONS MADE TO 501(C)(3)ORGANIZATIONS ARE GRANTED WITH THE UNDERSTANDING THAT THE FUNDS MUST BE EXPENDED FOR CHARITABLE PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JARED WALLACE | ||||||||||||||
| PRESIDENT/CEO | 267472 | 0 | 0 | 0 | 43600 | 0 | 15000 | 0 | 9528 | 0 | 335600 | 0 | 0 | 0 |
| DANIEL CORWIN | ||||||||||||||
| CFO | 191372 | 0 | 0 | 0 | 0 | 0 | 8667 | 0 | 482 | 0 | 200521 | 0 | 0 | 0 |
| KERRY FLANAGAN | ||||||||||||||
| CHIEF OF STAFF | 208270 | 0 | 0 | 0 | 0 | 0 | 11483 | 0 | 4551 | 0 | 224304 | 0 | 0 | 0 |
| MYRNA CASTREJON | ||||||||||||||
| SVP, GOVERNMENT AFFAIRS | 188421 | 0 | 75000 | 0 | 0 | 0 | 11490 | 0 | 6217 | 0 | 281128 | 0 | 0 | 0 |
| CYNTHIA BRYANT | ||||||||||||||
| SVP, GOVERNMENT AFFAIRS | 138802 | 0 | 0 | 0 | 102463 | 0 | 10365 | 0 | 3598 | 0 | 255228 | 0 | 0 | 0 |
| RICARDO SOTO | ||||||||||||||
| SVP, LEGAL ADVOCACY, AND GENERAL COU | 190975 | 0 | 0 | 0 | 0 | 0 | 3004 | 0 | 9512 | 0 | 203491 | 0 | 0 | 0 |
| GARY BORDEN | ||||||||||||||
| SVP, CIVIC AFFAIRS | 186082 | 0 | 0 | 0 | 0 | 0 | 10378 | 0 | 5032 | 0 | 201492 | 0 | 0 | 0 |
| PERI LYNN TURNBULL | ||||||||||||||
| SVP, COMMUNICATIONS | 177565 | 0 | 0 | 0 | 0 | 0 | 9433 | 0 | 7723 | 0 | 194721 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4A | PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, SEVERANCE PACKAGES PAID TO EMPLOYEES ARE NOT OPEN TO PUBLIC INSPECTION. | |
| PART I, LINE 7 | THE BONUS PAID TO MYRNA CASTREJON WAS A SIGNING BONUS ASSOCIATED WITH HER HIRE AS THE SENIOR VICE PRESIDENT, GOVERNMENT AFFAIRS. | |
| PART III | PART II, LINE 1: THE OTHER REPORTABLE COMPENSATION FOR JARED WALLACE INCLUDES LOAN FORGIVENESS IN THE AMOUNT OF $43,600. THIS LOAN WAS MADE FOR RELOCATION ASSISTANCE AS PART OF HIS EMPLOYMENT CONTRACT. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JARED WALLACE | NamePerson |
| Relationship With Organization | OFFICER | RelationshipWithOrganization |
| Purpose Of Loan | EMPLOYMENT RELOCATION ASSISTANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $200,000 | OriginalPrincipalAmount |
| Balance Due | 40500 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 40500 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARGARET FORTUNE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR OF CCSA | Relationship |
| Amount Of Transaction | 268000 | AmountOfTransaction |
| Description Of Transaction | CCSA GAVE A GRANT TO FORTUNE SCHOOL OF EDUCATION OF WHICH MARGARET FORTUNE IS THE PRESIDENT AND CEO. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR COMPREHENSIVE REVIEW. ONCE THE REVIEW IS COMPLETED BY THE COMMITTEE, THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS FOR FEEDBACK AND QUESTIONS BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECT SUPERVISORS AND MEMBERS OF THE EXECUTIVE TEAM MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS. ANY EMPLOYEE WHO IS AWARE OF POSSIBLE VIOLATIONS ARE INSTRUCTED TO NOTIFY HIS OR HER MANAGER, A COMPANY OFFICER, A TRINET HR REPRESENTATIVE, OR GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE CEO/PRESIDENT AND CFO. DURING THE INITIAL COMPENSATION DETERMINATION FOR THE CEO THE SERVICES OF AN INDEPENDENT CONSULTANT WERE USED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON REQUEST. THE INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC THROUGH WWW.GUIDESTAR.ORG, A PUBLIC WEBSITE. |
| FORM 990, PART XII, LINE 2C | NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL RISK MANAGEMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST STREET 10TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260330928 | EIN |
| Primary Activities | BUSINESS INSURANCE PRODUCTS | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 60377 | TotalIncome |
| EOY Assets | 27713 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA CHARTER SCHOOLS ASSOCIATION | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| CCSA EWBT | |||||||||
| PO BOX 340580 | SACRAMENTO | CA | 95834 | 616357929 | HEALTH INSURANCE TRUST | CA | 501(C)(9) | N/A | 0 |
| CCSA ADVOCATES | |||||||||
| 1017 L STREET 141 | SACRAMENTO | CA | 95814 | 262318098 | LOBBYING SERVICE PROVIDER | CA | 501(C)(4) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CCSA EMPLOYEE BENEFIT WELFARE TRUST | ||
| D | 504584 | FMV |
| CCSA ADVOCATES | ||
| B | 235000 | FMV |
| CCSA ADVOCATES | ||
| N | 82817 | FMV |
| CCSA ADVOCATES | ||
| O | 296177 | FMV |
| CCSA ADVOCATES | ||
| Q | 55490 | FMV |
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