CALIFORNIA CHARTER SCHOOLS ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA CHARTER SCHOOLS ASSOCIATION (EIN 51-0465703)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201241359349304254
- Schema version
- 2010v3.4
- 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 | 2012-05-14T13:52:39-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 ST 10TH FL | 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 | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2132441446 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LIOR TEMKIN | Name |
| Phone | 3104773924 | Phone |
| Date Prepared | 2012-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 ST 10TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14934647 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CALCARTERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION IS TO INFLUENCE THE LEGISLATIVE AND POLICY ENVIRONMENTS, LEVERAGE COLLECTIVE ADVOCACY, AND PROVIDE RESOURCES TO SUPPORT OUR MEMBERS IN DEVELOPING AND OPERATING HIGH QUALITY CHARTER SCHOOLS REFLECTIVE OF CALIFORNIA'S STUDENT POPULATION.TO ACCOMPLISH THE MISSION, CCSA FOCUSES ON SEVERAL STRATEGIC PRIORITIES:-GROWING NEW CHARTER SCHOOLS-STRENGTHENING EXISTING CHARTER SCHOOLS-ENSURING ACCOUNTABILITY-SUSTAINING THE ASSOCIATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 86 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10749644 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10690270 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3517108 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4235226 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9779 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6954 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1748 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2197 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14278279 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14934647 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6719308 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7890882 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 273036 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6527692 | OtherExpensePriorYear |
| Other Expenses Current Year | 6478543 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13251500 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14381425 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1026779 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 553222 | RevenuesLessExpensesCY |
| Total Assets BOY | 16985045 | TotalAssetsBOY |
| Total Assets EOY | 17616909 | TotalAssetsEOY |
| Total Liabilities BOY | 13205132 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13283774 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3779913 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4333135 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7353874 | Expense |
| Revenue | 287235 | Revenue |
| Description | ADVOCACY:-STATEWIDE ADVOCACY: PROMOTES AUTONOMY FOR CALIFORNIA CHARTER SCHOOLS AND ADDRESSES CHALLENGES WITH SPECIAL EDUCATION AND FACILITIES THROUGH ADVOCACY AND GRASSROOTS ORGANIZING.-GOVERNMENT AFFAIRS: IMPROVES THE POLICY ENVIRONMENT FOR CHARTER SCHOOLS IN CALIFORNIA THROUGH LEGISLATIVE AND REGULATORY ADVOCACY. -LEGAL ADVOCACY: PROTECTS CALIFORNIA CHARTER SCHOOL STUDENTS' ACCESS TO THE PROGRAMS, FACILITIES, AND RESOURCES THEY NEED TO OBTAIN A HIGH QUALITY PUBLIC EDUCATION. -ACHIEVEMENT & PERFORMANCE MANAGEMENT: CONDUCTS DATA ANALYSIS AND RESEARCH TO ADVANCE THE UNDERSTANDING OF CHARTER SCHOOL ACADEMIC PERFORMANCE AND TO ENSURE APPROPRIATE ACCOUNTABILITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2043235 | Expense |
| Revenue | 3867925 | Revenue |
| Description | MEMBER PRODUCTS & 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 THROUGHOUT CALIFORNIA. -JPA INSURANCE: AS A VENDOR TO THE CALIFORNIA CHARTER SCHOOLS JPA (A 3RD PARTY), CCSA PROVIDES ADMINISTRATIVE AND MANAGEMENT SERVICES.-EMPLOYEE WELFARE BENEFIT TRUST: PROVIDES HEALTH INSURANCE PROGRAMS DESIGNED FOR CHARTER SCHOOLS.-CHARTER EMPLOYEE SERVICES: PROVIDES PERSONAL LIABILITY INSURANCE AND LEGAL PROTECTION BENEFITS FOR CHARTER SCHOOL EMPLOYEES AT SECURE, NEGOTIATED RATES.-CALIFORNIA CHARTER BUILDING FUND: SUPPORTS CHARTER SCHOOLS WITH FACILITIES FINANCING AT BELOW-MARKET RATES.-CHARTER SCHOOL GROWTH LOAN PROGRAM: PROVIDES CASH FLOW LOANS FOR RAPIDLY GROWING CHARTER SCHOOLS.-EMERGENCY LOAN PROGRAM: SHORT-TERM WORKING CAPITAL LOAN POOL TO ASSIST CHARTER SCHOOLS' CASH FLOW. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 992258 | Expense |
| Description | SCHOOL DEVELOPMENT & OUTREACH: -PROVIDES RESOURCES, TRAINING, AND SUPPORT FOR CHARTER SCHOOL DEVELOPERS AND REPLICATING HIGH QUALITY CHARTER SCHOOLS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription | RevenueRevenue |
|---|---|---|
| 880135 | CCSA IS A TRUSTED SOURCE OF DATA AND INFORMATION ON CALIFORNIA'S CHARTER SCHOOLS FOR PARENTS, AUTHORIZERS, LEGISLATORS, THE PRESS AND OTHER INTERESTED GROUPS. | |
| 31407 | SCHOOL RISK MANAGEMENT PROVIDES INSURANCE BROKERAGE AND RISK MANAGEMENT SERVICES TO SCHOOLS. | 80066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 911542 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 80066 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 11300909 | 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 | 1 | 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 | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 86 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 0 | 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 ST 10TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROD DAMMEYER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAT GOLDING | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REED HASTINGS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICK PIERCY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ANA PONCE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LARRY ROSENSTOCK | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DON SHALVEY EDD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DIANE TAVENNER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BLAIR HAMILTON TAYLOR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER NELSON | ||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | ||
| CARRIE WALTON PENNER | ||||||||
| VICE CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X | ||
| IRENE SUMIDA | ||||||||
| CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X | ||
| JOHNATHAN WILLIAMS | ||||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | ||
| JARED WALLACE | ||||||||
| CEO & PRESIDENT | 40.00 | X | 336540 | 0 | 38486 | X | ||
| ROBERT COONTZ | ||||||||
| CFO | 40.00 | 197888 | 0 | 18190 | X | |||
| KERRY FLANAGAN | ||||||||
| CHIEF OF STAFF | 40.00 | 301241 | 0 | 4287 | X | |||
| GARY BORDEN | ||||||||
| SR VP | 40.00 | 185146 | 0 | 14051 | X | |||
| MYRNA CASTREJON | ||||||||
| SR VP | 40.00 | 187743 | 0 | 16352 | X | |||
| FRANCISCO GONZALEZ | ||||||||
| SR VP | 40.00 | 165402 | 0 | 1835 | X | |||
| MARIA HEREDIA UNTIL 62011 | ||||||||
| SR VP | 40.00 | 188436 | 0 | 14804 | X | |||
| TING SUN UNTIL 072010 | ||||||||
| VP | 40.00 | 158776 | 0 | 4500 | X | |||
| PERI LYNN TURNBULL | ||||||||
| SR VP | 40.00 | 181285 | 0 | 19166 | X | |||
| BRANCHE JONES UNTIL 102010 | ||||||||
| VP | 40.00 | 149487 | 0 | 9596 | X | |||
| DANNY CORWIN | ||||||||
| VP | 40.00 | 142597 | 0 | 13077 | X | |||
| ADAM MILLER | ||||||||
| COO | 40.00 | 135368 | 0 | 18691 | X | |||
| COLIN MILLER | ||||||||
| VP | 40.00 | 129004 | 0 | 26701 | X | |||
| GINA PLATE | ||||||||
| SENIOR ADVISOR | 40.00 | 135307 | 0 | 13391 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2594220 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 213127 | 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 | 900711560 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | 611789 |
| PROCOPIO CORY HARGREAVES & SAVITCH LLP | |||||
| 525 B STREET SUITE 2200 | SAN DIEGO | CA | 921014469 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | 327027 |
| GILCHRIST & RUTTER PROFESIONAL CORPORATI | |||||
| 1299 OCEAN AVENUE SUITE 900 | SANTA MONICA | CA | 90401 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | 201059 |
| MIDDLETON YOUNG & MINNEY LLP | |||||
| 701 UNIVERSITY AVE SUITE 150 | SACRAMENTO | CA | 95825 | OUTSIDE COUNSEL FOR LEGAL DEFENSE FUND | 192720 |
| LEE CONDON | |||||
| 1279 N HARPER AVE 102 | WEST HOLLYWOOD | CA | 90046 | CONFERENCE PRODUCER | 156315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Membership Dues | 1500832 | MembershipDues |
| All Other Contributions | 9189438 | AllOtherContributions |
| Total Contributions | 10690270 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| JPA PROGRAM | 900099 | 2383393 | 2383393 |
| PROGRAM AND SERVICE RE | 900099 | 1562058 | 1562058 |
| LOAN PROGRAM REVENUE | 900099 | 209709 | 209709 |
| SCHOOL RISK MANAGEMENT | 900099 | 80066 | 80066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4235226 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6954 | TotalRevenueColumn |
| Exclusion | $6,954 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2197 | TotalRevenueColumn |
| Exclusion | $2,197 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2197 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14934647 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4235226 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,151 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Program Services | 12000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1749484 | Total |
| Program Services | 1025996 | ProgramServices |
| Management And General | 723488 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5034106 | Total |
| Program Services | 4269959 | ProgramServices |
| Management And General | 535843 | ManagementAndGeneral |
| Fundraising | 228304 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254854 | Total |
| Program Services | 214585 | ProgramServices |
| Management And General | 29865 | ManagementAndGeneral |
| Fundraising | 10404 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465454 | Total |
| Program Services | 386549 | ProgramServices |
| Management And General | 61918 | ManagementAndGeneral |
| Fundraising | 16987 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386984 | Total |
| Program Services | 306028 | ProgramServices |
| Management And General | 67649 | ManagementAndGeneral |
| Fundraising | 13307 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1519741 | Total |
| Program Services | 1512305 | ProgramServices |
| Management And General | 7436 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45891 | Total |
| Management And General | 45891 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428805 | Total |
| Program Services | 428805 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1671352 | Total |
| Program Services | 1641538 | ProgramServices |
| Management And General | 29814 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124194 | Total |
| Program Services | 124194 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286986 | Total |
| Program Services | 142151 | ProgramServices |
| Management And General | 144835 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304313 | Total |
| Program Services | 61715 | ProgramServices |
| Management And General | 242598 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622993 | Total |
| Program Services | 29751 | ProgramServices |
| Management And General | 593242 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709135 | Total |
| Program Services | 511464 | ProgramServices |
| Management And General | 193637 | ManagementAndGeneral |
| Fundraising | 4034 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559566 | Total |
| Program Services | 528887 | ProgramServices |
| Management And General | 30679 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35074 | Total |
| Management And General | 35074 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12859 | Total |
| Program Services | 8 | ProgramServices |
| Management And General | 12851 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | 72847 | 57472 | 15375 |
| BANK FEES | 50957 | 21032 | 29925 |
| SPEAKERS AND MATERIALS | 23990 | 23990 | |
| 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9840 | Total |
| Program Services | 2480 | ProgramServices |
| Management And General | 7360 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14381425 | Total |
| Program Services | 11300909 | ProgramServices |
| Management And General | 2807480 | ManagementAndGeneral |
| Fundraising | 273036 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2601474 | BOY |
| EOY | 1901060 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1475000 | BOY |
| EOY | 1575000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571015 | BOY |
| EOY | 1491457 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162000 | BOY |
| EOY | 121500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55288 | BOY |
| EOY | 37908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 941283 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 801139 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72575 | BOY |
| EOY | 140144 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12046693 | BOY |
| EOY | 12348840 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16985045 | BOY |
| EOY | 17616909 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1032212 | BOY |
| EOY | 917833 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51397 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12121523 | BOY |
| EOY | 12365941 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13205132 | BOY |
| EOY | 13283774 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308932 | BOY |
| EOY | 1167358 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3470981 | BOY |
| EOY | 3165777 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3779913 | BOY |
| EOY | 4333135 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16985045 | BOY |
| EOY | 17616909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 553222 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 6537164 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8620600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9700909 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10749644 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10690270 | CurrentTaxYear |
| Total | 46298587 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4294996 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4229381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3079421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3517108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4235226 | CurrentTaxYear |
| Total | 19356132 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10832160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12849981 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12780330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14266752 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14925496 | CurrentTaxYear |
| Total | 65654719 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2650000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3165307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7423172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8110712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9180938 | CurrentTaxYear |
| Total | 30530129 | 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 | 2650000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3165307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7423172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8110712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9180938 | CurrentTaxYear |
| Total | 30530129 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 35124590 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7731 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4961 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6954 | CurrentTaxYear |
| Total | 63863 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7731 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4961 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6954 | CurrentTaxYear |
| Total | 63863 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30039 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2197 | CurrentTaxYear |
| Total | 73524 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10843514 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12920336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12815330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14278279 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14934647 | CurrentTaxYear |
| Total | 65792106 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.53390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.57750 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00100 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00130 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: 2006 OTHER INCOME: $3,623 2007 OTHER INCOME: $35,917 2008 OTHER INCOME: $30,039 2009 OTHER INCOME: $1,748 2010 OTHER INCOME: $2,197 | GeneralExplanation |
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 | 49985 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 378820 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 428805 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13679584 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14108389 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 855419 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 213855 | 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 | 727596 | CurrentYearMinus3 |
| Current Year Minus2 | 793586 | CurrentYearMinus2 |
| Current Year Minus1 | 811913 | CurrentYearMinus1 |
| Current Year | 855419 | CurrentYear |
| Total | 3188514 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,782,771 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 212381 | CurrentYearMinus3 |
| Current Year Minus2 | 194762 | CurrentYearMinus2 |
| Current Year Minus1 | 270717 | CurrentYearMinus1 |
| Current Year | 428805 | CurrentYear |
| Total | 1106665 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 181899 | CurrentYearMinus3 |
| Current Year Minus2 | 198397 | CurrentYearMinus2 |
| Current Year Minus1 | 202978 | CurrentYearMinus1 |
| Current Year | 213855 | CurrentYear |
| Total | 797129 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,195,694 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 24212 | CurrentYearMinus1 |
| Current Year | 49985 | CurrentYear |
| Total | 74197 | Total |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101089 | OtherCostOrOtherBasis |
| Depreciation | 4813 | Depreciation |
| Book Value | 96276 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 840194 | OtherCostOrOtherBasis |
| Depreciation | 796326 | Depreciation |
| Book Value | 43868 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 140144 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $17,101 |
| FACILITY LOAN LOSS RESERVE | $12,348,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12365941 | TotalOfAmounts |
| Total Revenue | 14934647 | TotalRevenue |
| Total Expenses | 14381425 | TotalExpenses |
| Excess Or Deficit For Year | 553222 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 553222 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14934647 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 14934647 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14934647 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14381425 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14381425 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14381425 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ASSOCIATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES" ("ASC 740"). IN ACCORDANCE WITH ASC 740, THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ASSOCIATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2011, THE ASSOCIATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2011, THE OPEN TAX YEARS FOR THE ASSOCIATION WERE 2006 TO 2010. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 8 | NumberOfRecipients |
| Amount Of Cash Grant | 12000 | AmountOfCashGrant |
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 EVALUATES APPLICATIONS AGAINST A RUBRIC 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. | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| 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 | |||||||||||||
| 336540 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38486 | 0 | 375026 | 0 | 0 | 0 |
| ROBERT COONTZ | |||||||||||||
| 197888 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18190 | 0 | 216078 | 0 | 0 | 0 |
| KERRY FLANAGAN | |||||||||||||
| 301241 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4287 | 0 | 305528 | 0 | 0 | 0 |
| GARY BORDEN | |||||||||||||
| 185146 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14051 | 0 | 199197 | 0 | 0 | 0 |
| MYRNA CASTREJON | |||||||||||||
| 187743 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16352 | 0 | 204095 | 0 | 0 | 0 |
| FRANCISCO GONZALEZ | |||||||||||||
| 165402 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1835 | 0 | 167237 | 0 | 0 | 0 |
| MARIA HEREDIA UNTIL 62011 | |||||||||||||
| 188436 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14804 | 0 | 203240 | 0 | 0 | 0 |
| TING SUN UNTIL 072010 | |||||||||||||
| 158776 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4500 | 0 | 163276 | 0 | 0 | 0 |
| PERI LYNN TURNBULL | |||||||||||||
| 181285 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19166 | 0 | 200451 | 0 | 0 | 0 |
| BRANCHE JONES UNTIL 102010 | |||||||||||||
| 149487 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9596 | 0 | 159083 | 0 | 0 | 0 |
| DANNY CORWIN | |||||||||||||
| 142597 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13077 | 0 | 155674 | 0 | 0 | 0 |
| ADAM MILLER | |||||||||||||
| 135368 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18691 | 0 | 154059 | 0 | 0 | 0 |
| COLIN MILLER | |||||||||||||
| 129004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26701 | 0 | 155705 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 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 FOR PUBLIC INSPECTION. | |
| PART III | PART II, LINE 3: THE 2010 REPORTABLE COMPENSATION FOR KERRY FLANAGAN INCLUDES $104,000 OF COMPENSATION PAID FOR CONSULTING SERVICES PERFORMED IN 2009 PRIOR TO HER EMPLOYMENT. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JARED WALLACE | NamePerson |
| Purpose Of Loan | EMPLOYMENT RELOCATION ASSISTANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $200,000 | OriginalPrincipalAmount |
| Balance Due | 121500 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 121500 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE FISCAL YEAR 06/30/10 THE ORGANIZATION'S BYLAWS WERE AMENDED IN ORDER TO REFLECT THE FOLLOWING NEW PROVISIONS RELATED TO THE ORGANIZATION'S BOARD OF DIRECTORS: -DEFINE "CHARTER SCHOOL OPERATOR" AS SOMEONE WHO IS ACTIVELY WORKING AT HIS/HER SCHOOL AT THE TIME OF NOMINATION AND CONSISTENTLY APPLY THIS DEFINITION TO ALL NOMINEES. -LIMIT THE NUMBER OF CONSECUTIVE TERMS CHARTER SCHOOL OPERATORS MAY SERVE TO NO MORE THAN TWO TERMS OR NO MORE THAN 6 CONSECUTIVE YEARS AS A MEMBER OF THE BOARD. -ENSURE OPERATOR MEMBERS' SCHOOLS EXEMPLIFY THE HIGH QUALITY THE ASSOCIATION PROMOTES. -BOARD MEMBERS MUST ATTEND AT LEAST 75% OF THE BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM IS PROVIDED TO THE FINANCE COMMITTEE FOR COMPREHENSIVE REVIEW. ONCE REVIEW IS COMPLETED BY THE COMMITTEE, THE FORM IS DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS FOR FEEDBACK AND QUESTIONS BEFORE THE RETURN IS ELECTRONICALLY FILED. | |
| DIRECT SUPERVISORS AND MEMBERS OF THE EXECUTIVE TEAM MONITOR COMPLIANCE WITH THE POLICY ON AN ONGOING BASIS AND REVIEW THE POLICY WITH STAFF DURING ANNUAL PERFORMANCE EVALUATIONS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR CEO/PRESIDENT AND CFO. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION MAKES ITS GOVERNING 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 VI, SECTION C, LINE 19 |
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 | 78331 | TotalIncome |
| EOY Assets | 7241 | 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
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCSA EWBT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 1ST ST SUITE 1000 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616357929 | EIN |
| Primary Activities | HEALTH INSURANCE TRUST | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 |
| 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CCSA EMPLOYEE BENEFIT WELFARE TRUST | ||
| D | 510425 | ACTUAL COST |
| SCHOOL RISK MANAGEMENT LLC | ||
| D | 5151912 | ACTUAL COST |
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