2012-05-14T13:52:39-05:00 2011-06-30 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2010-07-01 510465703 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CALI 2132441446 250 E 1ST ST 10TH FL LOS ANGELES CA 90012 DANNY CORWIN 2132441446 2012-05-11 1 LIOR TEMKIN 3104773924 2012-05-01 2010 2016-02-24 21:20:13Z DANNY CORWIN 250 E 1ST ST 10TH FL LOS ANGELES CA 90012 14934647 0 X WWW.CALCARTERS.ORG X 2003 CA 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 14 13 86 14 0 0 10749644 10690270 3517108 4235226 9779 6954 1748 2197 14278279 14934647 4500 12000 0 0 6719308 7890882 0 0 273036 6527692 6478543 13251500 14381425 1026779 553222 16985045 17616909 13205132 13283774 3779913 4333135 X SEE SCHEDULE O 0 0 7353874 287235 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. 2043235 3867925 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. 992258 SCHOOL DEVELOPMENT & OUTREACH: -PROVIDES RESOURCES, TRAINING, AND SUPPORT FOR CHARTER SCHOOL DEVELOPERS AND REPLICATING HIGH QUALITY CHARTER SCHOOLS. 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 80066 SCHOOL RISK MANAGEMENT PROVIDES INSURANCE BROKERAGE AND RISK MANAGEMENT SERVICES TO SCHOOLS. 911542 80066 11300909 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 56 0 1 86 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X DANNY CORWIN 2132441446 250 E 1ST ST 10TH FL LOS ANGELES CA 90012 ROD DAMMEYER 2.00 X 0 0 0 PAT GOLDING 2.00 X 0 0 0 REED HASTINGS 2.00 X 0 0 0 RICK PIERCY 2.00 X 0 0 0 ANA PONCE 2.00 X 0 0 0 LARRY ROSENSTOCK 2.00 X 0 0 0 DON SHALVEY EDD 2.00 X 0 0 0 DIANE TAVENNER 2.00 X 0 0 0 BLAIR HAMILTON TAYLOR 2.00 X 0 0 0 CHRISTOPHER NELSON 2.00 X X 0 0 0 CARRIE WALTON PENNER 2.00 X X 0 0 0 IRENE SUMIDA 2.00 X X 0 0 0 JOHNATHAN WILLIAMS 2.00 X X 0 0 0 JARED WALLACE 40.00 X X 336540 0 38486 ROBERT COONTZ 40.00 X 197888 0 18190 KERRY FLANAGAN 40.00 X 301241 0 4287 GARY BORDEN 40.00 X 185146 0 14051 MYRNA CASTREJON 40.00 X 187743 0 16352 FRANCISCO GONZALEZ 40.00 X 165402 0 1835 MARIA HEREDIA UNTIL 62011 40.00 X 188436 0 14804 TING SUN UNTIL 072010 40.00 X 158776 0 4500 PERI LYNN TURNBULL 40.00 X 181285 0 19166 BRANCHE JONES UNTIL 102010 40.00 X 149487 0 9596 DANNY CORWIN 40.00 X 142597 0 13077 ADAM MILLER 40.00 X 135368 0 18691 COLIN MILLER 40.00 X 129004 0 26701 GINA PLATE 40.00 X 135307 0 13391 2594220 0 213127 20 0 1 0 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 12 1500832 9189438 10690270 JPA PROGRAM 900099 2383393 2383393 PROGRAM AND SERVICE RE 900099 1562058 1562058 LOAN PROGRAM REVENUE 900099 209709 209709 SCHOOL RISK MANAGEMENT 900099 80066 80066 4235226 6954 6954 OTHER INCOME 900099 2197 2197 2197 14934647 4235226 0 9151 12000 12000 1749484 1025996 723488 5034106 4269959 535843 228304 254854 214585 29865 10404 465454 386549 61918 16987 386984 306028 67649 13307 1519741 1512305 7436 45891 45891 428805 428805 1671352 1641538 29814 124194 124194 286986 142151 144835 304313 61715 242598 622993 29751 593242 709135 511464 193637 4034 559566 528887 30679 35074 35074 12859 8 12851 OTHER PROGRAM EXPENSES 72847 57472 15375 BANK FEES 50957 21032 29925 SPEAKERS AND MATERIALS 23990 23990 0 9840 2480 7360 14381425 11300909 2807480 273036 1000 1000 2601474 1901060 1475000 1575000 571015 1491457 162000 121500 55288 37908 941283 801139 72575 140144 12046693 12348840 16985045 17616909 1032212 917833 51397 12121523 12365941 13205132 13283774 X 308932 1167358 3470981 3165777 3779913 4333135 16985045 17616909 553222 0 X 0 1 1 X 1 1 X 6537164 8620600 9700909 10749644 10690270 46298587 4294996 4229381 3079421 3517108 4235226 19356132 10832160 12849981 12780330 14266752 14925496 65654719 2650000 3165307 7423172 8110712 9180938 30530129 0 2650000 3165307 7423172 8110712 9180938 30530129 35124590 7731 34438 4961 9779 6954 63863 7731 34438 4961 9779 6954 63863 3623 35917 30039 1748 2197 73524 10843514 12920336 12815330 14278279 14934647 65792106 0.53390 0.57750 0.00100 0.00130 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49985 378820 428805 13679584 14108389 855419 213855 0 0 727596 793586 811913 855419 3188514 4782771 212381 194762 270717 428805 1106665 181899 198397 202978 213855 797129 1195694 24212 49985 74197 101089 4813 96276 840194 796326 43868 140144 CAPITAL LEASE OBLIGATION 17101 FACILITY LOAN LOSS RESERVE 12348840 12365941 14934647 14381425 553222 0 553222 14934647 0 14934647 0 14934647 14381425 0 14381425 0 14381425 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 1 SCHOLARSHIPS 8 12000 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 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. 1 X X X X 1 0 0 0 0 0 0 0 0 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 PART I, LINE 4A PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, SEVERANCE PACKAGES PAID TO EMPLOYEES ARE NOT OPEN FOR PUBLIC INSPECTION. SUPPLEMENTAL INFORMATION 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. JARED WALLACE EMPLOYMENT RELOCATION ASSISTANCE X 200000 121500 0 1 1 121500 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR CEO/PRESIDENT AND CFO. FORM 990, PART VI, SECTION C, LINE 19 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. SCHOOL RISK MANAGEMENT LLC 250 E 1ST STREET 10TH FL LOS ANGELES CA 90012 260330928 BUSINESS INSURANCE PRODUCTS CA 78331 7241 CALIFORNIA CHARTER SCHOOLS ASSOCIATION CCSA EWBT 250 E 1ST ST SUITE 1000 LOS ANGELES CA 90012 616357929 HEALTH INSURANCE TRUST CA 501(C)(9) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CCSA EMPLOYEE BENEFIT WELFARE TRUST D 510425 ACTUAL COST SCHOOL RISK MANAGEMENT LLC D 5151912 ACTUAL COST