2013-11-15T13:49:24-06:00 2013-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2012-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 DANNY CORWIN 2132441446 2013-11-15 1 RICHARD L RUVELSON P00234075 3108731600 2012 2015-11-30 17:44:51Z DANNY CORWIN 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 17056800 0 X WWW.CALCHARTERS.ORG X 2003 CA TO INCREASE THE NUMBER OF STUDENTS ATTENDING QUALITY CHARTER SCHOOLS IN CALIFORNIA 13 11 88 29 0 0 10438978 13853286 4193390 3202806 -10247 -4020 0 -1731 14622121 17050341 157500 2453350 0 0 8321094 8279848 0 0 350792 5331595 5153541 13810189 15886739 811932 1163602 19044704 19740351 13899637 13431682 5145067 6308669 X 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. 0 0 5610860 255000 615553 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. 3120868 7500 2462151 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. 2190850 2190850 CHARTER SCHOOL GROWTH FUND: THE CHARTER SCHOOL GROWTH FUND IS A PROGRAM DESIGNED TO ACCELERATE CHARTER SCHOOL GROWTH IN CALIFORNIA. 2008866 125102 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. 2008866 125102 12931444 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 62 0 88 1 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DANNY CORWIN 2132441446 250 E 1ST STREET 10TH FLOOR LOS ANGELES CA 90012 BRIAN BAUER 2.00 X 0 0 0 JUDY BURTON 2.00 X 0 0 0 ROD DAMMEYER 2.00 X 0 0 0 MARGARET FORTUNE 2.00 X 0 0 0 REED HASTINGS 2.00 X 0 0 0 GREGORY MCGINITY 2.00 X 0 0 0 LARRY ROSENSTOCK 2.00 X 0 0 0 DON SHALVEY 2.00 X 0 0 0 DIANE TAVENNER 2.00 2.00 X 0 0 0 CARRIE WALTON PENNER 2.00 2.00 X 0 0 0 ANA PONCE 2.00 X 0 0 0 CHRISTOPHER NELSON 2.00 X 0 0 0 JARED WALLACE 38.00 2.00 X X 311072 0 24528 DANIEL CORWIN 40.00 X 191372 0 9149 KERRY FLANAGAN 40.00 X 208270 0 16034 MYRNA CASTREJON 40.00 X 263421 0 17707 CYNTHIA BRYANT 35.00 5.00 X 241265 0 13963 RICARDO SOTO 40.00 X 190975 0 12516 GARY BORDEN 34.00 6.00 X 186082 0 15410 PERI LYNN TURNBULL 39.00 1.00 X 177565 0 17156 1770022 0 126463 20 0 1 0 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 6 1497286 12356000 13853286 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 3202806 2439 2439 6459 -6459 -6459 -6459 MISCELLANEOUS REVENUE 900099 -1731 -1731 -1731 17050341 3202806 0 -5751 2445850 2445850 7500 7500 721243 524581 196662 6368713 5431044 847126 90543 250975 210519 36881 3575 436839 377796 51897 7146 502078 391421 91462 19195 749692 718242 31450 75387 75387 1167857 949629 214971 3257 144098 117495 22868 3735 452544 377019 65157 10368 253876 205060 41962 6854 515168 349108 159543 6517 981843 869533 110469 1841 37934 30640 6270 1024 28012 13524 14488 COMMUNICATION EXPENSE 201059 184403 16656 BANK/FINANCE CHARGES 144290 105559 38731 401781 147102 254604 75 15886739 12931444 2604503 350792 1000 166 3601628 5306652 500000 600000 1750348 708321 81000 40500 242730 228413 96447 173491 263758 119051 189100 144707 12582451 12538101 19044704 19740351 1281184 881556 35271 12025 12583182 12538101 13899637 13431682 X 4155307 5036404 989760 1272265 5145067 6308669 19044704 19740351 1163602 0 X X 0 1 X 1 1 1 X 9700909 10749644 10690270 10438978 13853286 55433087 3079421 3517108 4235226 4193390 3202806 18227951 12780330 14266752 14925496 14632368 17056092 73661038 6510672 7551362 8180938 8514762 11350000 42107734 0 6510672 7551362 8180938 8514762 11350000 42107734 31553304 4961 9779 6954 3779 2439 27912 4961 9779 6954 3779 2439 27912 30039 1748 2197 -1731 32253 12815330 14278279 14934647 14636147 17056800 73721203 0.42800 0.46850 0.00040 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89944 271256 361200 15525539 15886739 944337 236084 0 0 811913 855419 822642 944337 3434311 5151467 270717 428805 339760 361200 1400482 202978 213855 205661 236084 858578 1287867 24212 49985 5693 89944 169834 101089 33695 67394 162669 85356 77313 144707 FACILITY LOAN LOSS RESERVE 12538101 12538101 1 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 6 1 SCHOLARSHIP 5 7500 FMV N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 1 X X X X 1 0 0 0 0 0 0 1 0 JARED WALLACE 267472 0 0 0 43600 0 15000 0 9528 0 335600 0 0 0 DANIEL CORWIN 191372 0 0 0 0 0 8667 0 482 0 200521 0 0 0 KERRY FLANAGAN 208270 0 0 0 0 0 11483 0 4551 0 224304 0 0 0 MYRNA CASTREJON 188421 0 75000 0 0 0 11490 0 6217 0 281128 0 0 0 CYNTHIA BRYANT 138802 0 0 0 102463 0 10365 0 3598 0 255228 0 0 0 RICARDO SOTO 190975 0 0 0 0 0 3004 0 9512 0 203491 0 0 0 GARY BORDEN 186082 0 0 0 0 0 10378 0 5032 0 201492 0 0 0 PERI LYNN TURNBULL 177565 0 0 0 0 0 9433 0 7723 0 194721 0 0 0 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. SUPPLEMENTAL INFORMATION 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. JARED WALLACE OFFICER EMPLOYMENT RELOCATION ASSISTANCE X 200000 40500 0 1 1 40500 MARGARET FORTUNE DIRECTOR OF CCSA 268000 CCSA GAVE A GRANT TO FORTUNE SCHOOL OF EDUCATION OF WHICH MARGARET FORTUNE IS THE PRESIDENT AND CEO. 0 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. SCHOOL RISK MANAGEMENT LLC 250 E 1ST STREET 10TH FL LOS ANGELES CA 90012 260330928 BUSINESS INSURANCE PRODUCTS CA 60377 27713 CALIFORNIA CHARTER SCHOOLS ASSOCIATION 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 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 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