2013-07-15T12:20:55-05:00 2012-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVENUE SUITE 1000 CHARLOTTE NC 28204 990 2012-01-01 300274709 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS NATI 2022892700 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 NINA REES 2022892700 2013-07-16 1 KELLIANNE F BENSON P01345659 7043771678 2012 2016-02-24 21:20:13Z NINA REES 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 5888584 0 X WWW.PUBLICCHARTERS.ORG X 2004 DC TO EDUCATE PUBLIC AND PROVIDE FINANCIAL AND PROGRAMMATIC SUPPORT TO CHARTER SCHOOLS/ORGANIZATIONS. 12 12 33 12 0 0 5309505 3818128 2181339 2031408 10502 2835 17579 36213 7518925 5888584 0 0 0 0 2851192 1921867 0 0 167181 5108233 3974785 7959425 5896652 -440500 -8068 6629671 6384295 990628 753320 5639043 5630975 X THE NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS IS THE LEADING NATIONAL NONPROFIT ORGANIZATION COMMITTED TO ADVANCING THE CHARTER SCHOOL MOVEMENT. OUR MISSION IS TO LEAD PUBLIC EDUCATION TO UNPRECEDENTED LEVELS OF ACADEMIC ACHIEVEMENT FOR ALL STUDENTS BY FOSTERING A STRONG CHARTER SECTOR. 1 0 1028392 FEDERAL ADVOCACY AND STATE ADVOCACY AND SUPPORT:NAPCS WORKS FOR FEDERAL POLICIES THAT SUPPORT THE GROWTH AND STABILITY OF HIGH-PERFORMING CHARTER SCHOOLS BY EDUCATING CONGRESSIONAL MEMBERS, STAFF AND FEDERAL AGENCIES ABOUT HOW POLICY CAN BEST SUPPORT HIGH-QUALITY PUBLIC CHARTER SCHOOL GROWTH. IN PARTICULAR, NAPCS SEEKS TO GROW THE BASE OF SUPPORT FOR PUBLIC CHARTER SCHOOLS AND NAPCS IN WASHINGTON, DC; MAINTAIN OR INCREASE FEDERAL FUNDING WHERE POSSIBLE FOR PUBLIC CHARTER SCHOOLS; AND PROTECT THE AUTONOMY OF AND ENSURE FAIR TREATMENT OF PUBLIC CHARTER SCHOOLS WITHIN FEDERAL FUNDING STREAMS, FEDERAL REGULATIONS, AND NON-REGULATORY GUIDANCE.NAPCS ALSO WORKS FOR STATE POLICIES THAT SUPPORT THE GROWTH AND QUALITY OF PUBLIC CHARTER SCHOOLS. NAPCS EDUCATES ORGANIZATIONS AND INDIVIDUALS IN STATES ABOUT HOW STATE CHARTER LAWS CAN BEST SUPPORT HIGH-QUALITY PUBLIC CHARTER SCHOOL GROWTH, PARTICULARLY IN STATES WITHOUT CHARTER LAWS AND IN STATES WITH THE WEAKEST, MOST EGREGIOUS CHARTER LAWS; ASSESSES STATE CHARTER LAWS FOR THEIR FOCUS ON QUALITY AND FIDELITY OF IMPLEMENTATION; AND PROVIDES CALIBRATED ASSISTANCE TO CHARTER SUPPORT ORGANIZATIONS IN THEIR WORK TO SUPPORT THE GROWTH OF HIGH-QUALITY PUBLIC CHARTER SCHOOLS. 1608168 2031408 NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE FROM JUNE 19-22, 2012. APPROXIMATELY 3,500 ATTENDEES FROM ACROSS THE COUNTRY GATHERED TOGETHER IN THE BIRTHPLACE OF CHARTER SCHOOLS DURING OUR 20TH ANNIVERSARY YEAR TO LEARN AND PROMOTE PROMISING PRACTICES, CELEBRATE OUR SUCCESSES AND TO IGNITE THE NEXT LEVEL OF INNOVATION. THE NATIONAL CHARTER SCHOOLS CONFERENCE IS NAPCS' PRIMARY "DIRECT TO SCHOOLS" CHANNEL AND SUPPORTS ITS ABILITY TO DEEPEN THE EVIDENCE BASE. 2573366 VOICE OF THE SECTOR/COMMUNICATIONS & MEDIA: NAPCS HAS CONTINUED TO DELIVER EVIDENCE BASED INFORMATION AND MESSAGES BY PROACTIVELY WORKING WITH MEDIA, AND BY DISSEMINATING ITS ISSUE BRIEFS, WHICH COVERS A WIDE RANGE OF ISSUES CRITICAL TO THE SECTOR. NAPCS ALSO CONTINUES TO COLLECT A SIGNIFICANT AMOUNT OF DATA ON THE NATION'S CHARTER SCHOOLS. THE PUBLIC CHARTER SCHOOL DASHBOARD IS THE MOST COMPREHENSIVE SOURCE OF NATIONAL DATA ON CHARTER SCHOOLS, AND IS CONSULTED REGULARLY BY MEDIA, RESEARCHERS AND POLICYMAKERS. 5209926 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X THE ORGANIZATION 2022892700 1101 15TH STREET NW NO 1010 WASHINGTON DC 20005 DEBORAH MCGRIFF 8.00 X X 0 0 0 MASHEA ASHTON 1.00 X X 0 0 0 JOSHUA EDELMAN 3.00 X X 0 0 0 RON GONZALES 4.00 X 0 0 0 JOHN LOCK 3.00 X X 0 0 0 LYDIA LOGAN 1.00 X 0 0 0 DR MICHAEL LOMAX 3.00 X 0 0 0 CHRISTOPHER NELSON 4.00 X 0 0 0 JULIE PIPPENGER 1.00 X 0 0 0 RUSS SIMNICK 1.00 X 0 0 0 JED WALLANCE 1.00 X 0 0 0 FERNANDO ZULUETA 2.00 X 0 0 0 NINA REES 60.00 X 102254 0 6567 CORDELL CARTER 50.00 X 39270 0 2473 URSULA WRIGHT 60.00 X 177457 0 25980 TODD ZIEBARTH 50.00 X 125127 0 22429 RENITA THUKRAL 50.00 X 113150 0 20066 ERIC PAISNER 50.00 X 100357 0 6388 657615 0 83903 5 0 1 0 BLACK ALLIANCE FOR EDUCATIONAL OPTIONS ( 888 16TH STREET NW SUITE 800 WASHI WASHINGTON DC 20006 STATE SERVICES MANAGEMENT 424094 BOLGER VISION BEYOND POINT 3301 COMO AVENUE SE MINNEAPOLIS MN 55414 SPECIAL EVENTS - CONFERENCE 411338 PENN HILL GROUP 777 6TH ST NW SUITE 650 WASHINGTON DC 20001 ADVOCACY & POLICY SERVICES 138590 NEW SIGNATURE 1101 NEW YORK AVE NW SUITE 675 WASHINGTON DC 20005 IT CONSULTING 101671 4 245581 3572547 3818128 CONFERENCE REVENUE 900099 2031408 2031408 2031408 2835 2835 MISCELLANEOUS INCOME 900099 36213 36213 36213 5888584 2067621 0 2835 X 114459 67635 10405 36419 1489540 1150776 277642 61122 48299 41878 5119 1302 146863 127340 15565 3958 122706 106394 13005 3307 1168088 1052961 89624 25503 2882 2882 94527 81239 10653 2635 298306 259825 29532 8949 204557 177004 20935 6618 1283905 1283017 345 543 11938 11938 99252 86448 2978 9826 13890 12098 1375 417 REGIONAL CAPACITY BUILD 483034 483034 0 0 LICENSE FEES 103504 88318 8813 6373 PUBLIC AWARENESS CAMPAI 85464 85464 0 0 MISCELLANEOUS 68093 46268 21616 209 57345 57345 5896652 5209926 519545 167181 665691 1746683 2848214 2164507 1669738 1089576 21053 2737 188828 237560 682113 484641 290481 197472 930412 930506 15254 15254 6629671 6384295 188747 201718 188010 402050 475000 138871 149552 990628 753320 X 4173958 3636897 1465085 1994078 5639043 5630975 6629671 6384295 -8068 0 X X 0 1 X 1 0 X 5399886 3882268 6535182 5309505 3818128 24944969 5399886 3882268 6535182 5309505 3818128 24944969 16768889 8176080 53421 26165 25241 10502 2835 118164 120612 78927 4160 17579 36213 257491 25320624 8501002 0.32290 0.36880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 304989 304989 8927851 9232840 611642 152911 0 0 511014 581974 547971 611642 2252601 3378902 457607 308504 188700 304989 1259800 127754 145494 136993 152911 563152 844728 87800 92000 179800 PART IV, SUPPLEMENTAL INFORMATION: THE NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS IS THE LEADING ORGANIZATION COMMITTED TO ADVANCING QUALITY, GROWTH AND SUSTAINABILITY FOR THE MOVEMENT. WE SPEAK AND ADVOCATE FOR THE HUNDREDS OF THOUSANDS OF OTHER STUDENTS WHO ARE HOPING FOR THE CHANCE TO ATTEND A CHARTER SCHOOL. WE WORK AT THE FEDERAL, STATE AND NATIONAL LEVEL TO ACCOMPLISH THIS PURPOSE. WE PROVIDE ASSISTANCE TO STATE CHARTER SCHOOL ASSOCIATIONS AND RESOURCE CENTERS, DEVELOP AND ADVOCATE FOR IMPROVED PUBLIC POLICIES, AND SERVE AS THE UNITED VOICE FOR THIS LARGE AND DIVERSE MOVEMENT. WE FOCUS ON KEY PRIORITIES LIKE REPLICATING AND EXPANDING HIGH-QUALITY CHARTER SCHOOLS, LIFTING ARBITRARY "CAPS" ON CHARTER GROWTH AND CLOSING THE FUNDING GAP BETWEEN CHARTERS AND OTHER PUBLIC SCHOOLS. NAPCS POLICY EXPERTS WORK DIRECTLY WITH FEDERAL AND STATE-LEVEL ORGANIZATIONS TO ENCOURAGE THESE CHARTER-FRIENDLY POLICIES AND ULTIMATELY ENSURE CHARTER SCHOOLS ARE TREATED EQUITABLY WITH TRADITIONAL DISTRICT PUBLIC SCHOOLS UNDER THE LAW. 175355 139038 36317 506758 345603 161155 197472 SUMMIT CASH RESERVES 930506 F 930506 DEFERRED RENT INCENTIVE 149552 149552 X 9212834 3336188 3336188 5876646 11938 11938 5888584 9220902 3336188 3336188 5884714 11938 11938 5896652 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. MANAGEMENT BELIEVES THAT THE PROJECT CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2012 AND 2011. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ALLIANCE HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2012 AND 2011. SHOULD THE TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ALLIANCE'S 2010, 2011, AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE NETTED AGAINST MISCELLANEOUS INCOME ON FINANCIALS 11,938. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE NETTED AGAINST MISCELLANEOUS INCOME ON FINANCIALS 11,938. X X X X 1 0 0 0 0 0 0 0 0 URSULA WRIGHT 158457 0 19000 0 0 0 9560 0 16420 0 203437 0 0 0 PART I, LINE 4A PETER GROFF, FORMER PRESIDENT AND CEO, RECEIVED SEVERANCE PAY IN THE AMOUNT OF $90,259 IN 2011. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 ON THE FEDERAL LEVEL, NAPCS HAS ENGAGED IN TARGETED ACTIVITIES THAT HAVE FOSTERED AN ENVIRONMENT OF AWARENESS FROM WHICH COORDINATED NATIONAL ADVOCACY RESPONSES OCCURRED AND PRODUCED SUBSTANTIVE PRODUCTS AND SERVICES FOR THE CHARTER SCHOOL SECTOR THAT CONTRIBUTE TO THE GROWTH OF HIGH QUALITY CHARTER SCHOOLS WITHIN THE MOVEMENT. ON THE STATE LEVEL, IN EARLY 2012, NAPCS RELEASED THE THIRD ANNUAL STATE CHARTER LAWS RANKINGS REPORT TO SIGNIFICANT MEDIA COVERAGE ACROSS THE COUNTRY. THE REPORT, AND NAPCS' MODEL CHARTER SCHOOL LAW IT IS BASED UPON, SERVES AS A USEFUL TOOL TO ASSIST IN PASSING LAWS THAT SUPPORT THE CREATION OF MORE HIGH-QUALITY SCHOOLS. FOLLOWING ONE OF THE MOST POSITIVE YEARS FOR STATE CHARTER SCHOOL LEGISLATION IN RECENT MEMORY, THERE WERE NUMEROUS CHANGES IN THIS EDITION'S RANKINGS. SIXTEEN STATES SAW THEIR CHARTER SCHOOL LAW SCORES INCREASE AND 22 STATES' OVERALL SCORES REMAINED THE SAME. CONTINUING TO FULFILL ITS PURPOSE, THE REPORT WAS USED BY CHARTER ADVOCATES IN STATE CAPITALS ACROSS THE COUNTRY IN EFFORTS TO CREATE LEGISLATIVE ENVIRONMENTS THAT WOULD SUPPORT THE GROWTH OF HIGH QUALITY CHARTER SCHOOLS. COMMUNICATIONS & MEDIA: NAPCS HAS ALSO CONTINUED TO DELIVER EVIDENCE BASED KNOWLEDGE THROUGH ITS POPULAR ISSUE BRIEF SERIES, WHICH COVERS A WIDE RANGE OF ISSUES CRITICAL TO THE SECTOR, AND IN THE MORE ABRIDGED "DETAILS FROM THE DASHBOARD" SERIES. MOST SIGNIFICANTLY, NAPCS WAS ABLE TO MOBILIZE THE CHARTER SECTOR TO SEND OVER 40,000 MESSAGES TO KEY FEDERAL OFFICIALS IN RESPONSE TO PROPOSED IRS REGULATIONS THAT WOULD PROHIBIT CHARTER SCHOOL TEACHERS FROM PARTICIPATING IN STATE RETIREMENT PLANS. THIS WAS ACHIEVED BY HAVING STRONG, CONSISTENT COMMUNICATION WITH OUR PARTNERS, INCLUDING THE CSO AND CMO/EMO COMMUNITIES. RESEARCH & DATA: NAPCS' DASHBOARD IS THE MOST COMPREHENSIVE SOURCE OF NATIONAL DATA ON CHARTER SCHOOLS. THE DASHBOARD IS CONSULTED REGULARLY BY POLICYMAKERS, MEDIA, ADVOCATES, AND RESEARCHERS. IN ORDER TO EXPAND THE DATABASE TO CAPTURE NEW AND MORE COMPREHENSIVE SCHOOL LEVEL DATA - INCLUDING INSTRUCTIONAL STRATEGIES, LEADERSHIP DIVERSITY INFORMATION, AND WAITLIST INFORMATION. NATIONAL CHARTER SCHOOLS CONFERENCE: NAPCS CONVENED THE NATIONAL CHARTER SCHOOLS CONFERENCE FROM JUNE 19 - 22, 2012. APPROXIMATELY 3,500 ATTENDEES FROM ACROSS THE COUNTRY GATHERED TOGETHER IN THE BIRTHPLACE OF CHARTER SCHOOLS DURING OUR 20TH ANNIVERSARY YEAR TO LEARN AND PROMOTE PROMISING PRACTICES, CELEBRATE OUR SUCCESSES AND TO IGNITE THE NEXT LEVEL OF INNOVATION. IT WAS AT THIS CONFERENCE THAT NAPCS ISSUED A COMMISSIONED REPORT ENTITLED FULFILLING THE COMPACT, AN ASSESSMENT OF THE CHARTER SECTOR'S PROGRESS AGAINST GOALS IT SET FOR ITSELF IN 2005 WITH BOLD RECOMMENDATIONS FOR ADVANCING QUALITY CHARTER SCHOOL GROWTH. THE NATIONAL CHARTER SCHOOLS CONFERENCE IS NAPCS' PRIMARY "DIRECT TO SCHOOLS" CHANNEL AND SUPPORTS ITS ABILITY TO DEEPEN THE EVIDENCE BASE. FORM 990, PART VI, SECTION A, LINE 2 MASHEA ASHTON, CHAIRWOMAN, HAS A BUSINESS RELATIONSHIP WITH CHRISTOPHER NELSON, A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A THE STATE LEADERS ("COUNCIL") CONSISTS OF LEADERS OF STATE CHARTER SUPPORT ORGANIZATION OR OTHER ORGANIZATIONS WHO HAVE MET CRITERIA DEFINED BY THE BOARD. THE COUNCIL IS RESPONSIBLE FOR IDENTIFYING ISSUES AFFECTING PUBLIC CHARTER SCHOOLS AND THE STATE AND LOCAL ORGANZIATION THAT SERVE THEM, AND ADVISING THE BOARD ON WAYS TO IMPROVE HE SUPPORT ENVIRONMENT FOR PUBLIC CHARTER SCHOOLS AND THE PROFESSIONAL CAPACITIES OF CHARTER-SERVING ORGANIZATIONS. MEMBERSHIP IN THE COUNCIL REQUIRES ADOPTION OF THE STATE COMMITMENT STATEMENT BY EACH CHARTER SUPPORT ORGANIZATIONS. THE CHAIR OF THE STATE LEADERS COUNCIL SERVES AS A FULL VOTING MEMBER OF THE BOARD. AT LEAST ONE OTHER BOARD SEAT WILL BE RESERVED FOR A MEMBER OF THE STATE LEADERS COUNCIL, WHICH WILL PROVIDE TO THE NOMINATING COMMITTEE A SLATE OF THREE NAMES OF INCUMBENT COUNCIL MEMBERS. THE NOMINATING COMMITTEE WILL RECOMMEND ONE MEMBER OF THAT SLATE TO THE BOARD FOR ITS CONSIDERATION. THE BOARD TERM OF THE CHAIR OF THE STATE LEADERS COUNCIL WILL TERMINATE AT THE SAME TIME AS HIS OR HER SERVICE AS CHAIR OF THE STAE LEADERS COUNCIL; THE TERM OF THE OTHER MEMBE RECOMMENDED BY THE STATE LEADERS COUNCIL WILL BE THE SAME AS ANY OTHER MEMBER OF THE BOARD, PENDING GOOD STANDING IN THE STAE LEADERS COUNCIL. FORM 990, PART VI, SECTION B, LINE 11 THE INDEPENDENT ACCOUNTANT PREPARES THE 990 AND SENDS A DRAFT TO NAPCS. THE FIRST REVIEW IS DONE BY THE FINANCE MANAGER AND THE VP, OPERATIONS. THE CEO & PRESIDENT APPROVES THE FINAL DRAFT, THE FORM IS SENT TO THE ENTIRE BOARD. THE BOARD REVIEWS THE DRAFT, AND IF THE BOARD COMMUNICATES NO CHANGES, THEN APPROVES THE 990. THE FINANCE MANAGER COMMUNICATES THAT FINAL DRAFT WAS APPROVED AND THE INDEPENDENT ACCOUNTS FILES THE FORM WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ON AN ANNUAL BASIS BY ALL BOARD MEMBERS. NAPCS IS NOT PERMITTED TO ENGAGE IN ANY PAID PERSONAL CONSULTING ARRANGEMENTS WITH SITTING MEMBERS OF THE BOARD OF DIRECTORS, WITHOUT AN EXPLICIT BOARD VOTE, WHERE CONFLICTED DIRECTOR RECUSES HIMSELF OR HERSELF. FURTHER, THE BOARD MUST APPROVE CONTRACTS WITH ORGANIZATIONS EMPLOYING DIRECTORS, AND THOSE DIRECTORS MUST ABSTAIN FROM ALL DISCUSSIONS AND VOTES RELATED TO THOSE CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION LEVEL FOR OUR C-LEVEL EXECUTIVES. ALL OTHER EMPLOYEE COMPENSATION IS SET BY THE CEO AND RESEARCHED VIA SALARY SURVEYS, SUCH AS "PNP" (PROFESSIONALS FOR NONPROFITS ANNUAL SALARY SURVEYS), FROM SIMILAR ORGANIZATIONS. IN ADDITION, ALL SALARIES ARE ALSO REVIEWED AND APPROVED DURING THE PROCESS OF REVIEW AND APPROVAL OF OUR ANNUAL OPERATING BUDGET PROCESS. ALL DELIBERATIONS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,052,961. MANAGEMENT AND GENERAL EXPENSES 89,624. FUNDRAISING EXPENSES 25,503. TOTAL EXPENSES 1,168,088. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS ACTION FUND 1101 15TH STREET NW SUITE 1010 WASHINGTON DC 20005 262501474 SOCIAL WELFARE TO AMPLIFY WORK OF 501(C)(3) DC 501(C)(4) NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 0 CHARTER SCHOOLS PUBLIC COALITION 1101 15TH STREET NW SUITE 1010 WASHINGTON DC 20005 453124812 SOCIAL WELFARE TO AMPLIFY WORK OF 501(C)(3) DC 501(C)(4) NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0