2026-04-22T17:08:54-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 453643984 COMPASS CHARTER SCHOOLS COMP 6172905319 850 HAMPSHIRE ROAD SUITE R THOUSAND OAKS CA 91361 ELIZABETH BRENNER CHIEF EXECUTIVE OFFICER 6172905319 2026-04-20 1 1 MARLEN GOMEZ P01306775 9099857286 2026-04-20 2024 2025-03-06 01:10:19Z ELIZABETH BRENNER 850 HAMPSHIRE ROAD SUITE R THOUSAND OAKS CA 91361 35932052 0 X WWW.COMPASSCHARTERS.ORG X 2011 CA ORGANIZATION WAS FORMED TO OPERATE PUBLIC CHARTER SCHOOLS IN CALIFORNIA. 7 7 224 8 0 0 32189011 35777027 27015 37751 155469 117274 5394 0 32376889 35932052 1500 0 0 0 23655275 24396891 0 0 0 11110093 10728069 34766868 35124960 -2389979 807092 15572314 17444317 8498741 9538004 7073573 7906313 OUR MISSION IS TO INSPIRE AND DEVELOP INNOVATIVE, CREATIVE, SELF-DIRECTED LEARNERS, ONE SCHOLAR AT A TIME. 0 0 33461021 0 37751 THE ORGANIZATION OPERATED THREE (3) PUBLIC CHARTER SCHOOLS FOR STUDENTS IN GRADES K-12 IN CALIFORNIA IN THE COUNTIES OF SAN DIEGO, YOLO AND LOS ANGELES. THE ORGANIZATION OFFERS A CUSTOMIZED LEARNING PROGRAM FOR STUDENTS TO ENGAGE IN AN EXCEPTIONAL LEARNING EXPERIENCE THAT BLENDS INNOVATIVE ONLINE LEARNING WITH CRITICAL FACE-TO-FACE AND LAB TIME. STUDENTS LEARN BEST WHEN THEIR EDUCATION IS TAILORED TO THEIR SPEICIFIC NEEDS, WHICH IS WHY A KEY TENANT OF THE PHILOSOPHY AT COMPASS IS FLEXIBILITY. THE FLEXIBILITY OF BLENDING LEARNING PROVIDES CHOICE FORSTUDENTS. STUDENTS HAVE THE FLEXIBILITY TO PARTICIPATE IN A WIDE VARIETY OF EVENTS, ACTIVITIES, AND EXPERIENCES THAT ENHANCE THE LEARNING EXPERIENCE. 33461021 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 226 0 1 224 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X DANIELLE GAMEZ 6172905319 850 HAMPSHIRE RD SUITE R THOUSAND OAKS CA 91361 ELIZABETH BRENNER SUPERINTENDENT & CEO 40.00 X 206953 0 50732 GREGORY COHEN CHIEF ACADEMIC OFFICER 40.00 X 166784 0 42870 LISA FISHMAN CFO (THROUGH APRIL 2025) 40.00 X 165887 0 26700 SOPHIA TRIVINO CHIEF PEOPLE OFFICER 40.00 X 157482 0 25905 ERIN SMITH DIRECTOR OF ACADEMIC SUPPORT 40.00 X 134929 0 36445 REBECCA MACALPINE DIRECTOR OF ENGAGEMENT 40.00 X 132929 0 36254 KASSANDRA WINGATE DIRECTOR OF STAFF SUPPORT 40.00 X 133429 0 28940 DANIELLE GAMEZ CFO (TO APRIL 2025) 40.00 X 130628 0 14324 THOMAS ARNETT BOARD CHAIR 2.00 X X 0 0 0 THERESE CHRISTOPHER SECRETARY 2.00 X X 0 0 0 DR MINITA CLARK TREASURER 2.00 X X 0 0 0 SAMANTHA HERROD PARENT REPRESENTATIVE 2.00 X 0 0 0 HEATHER HARDY DIRECTOR 2.00 X 0 0 0 COREY RILEY DIRECTOR 2.00 X 0 0 0 DR WILLIAM STINDE DIRECTOR 2.00 X 0 0 0 1229021 0 262170 22 0 1 0 PUBLIC AGENCY COALITION ENTERPRISE PO BOX 4328 TORRANCE CA 90510 HEALTH BENEFITS 1987925 AMAZON CAPITAL SERVICES PO BOX 035184 SEATTLE WA 98124 MATERIALS & SUPPLIES 914596 PARTNERS IN SPECIAL EDUCATION INC 320 N HALSTEAD ST STE 210 PASADENA CA 91107 SPED CONSULTANTS 780454 OXFORD CONSULTING SERVICES INC 300 CORPORATE CENTER DRIVE MANALAPAN NJ 07726 SPED CONSULTANTS 541041 EL PASEO CHILDREN'S CENTER INC 74075 EL PASEO DRIVE SUITE A2B PALM DESERT CA 92260 SPED CONSULTANTS/ASSESSMENTS 536874 5 35776027 1000 35777027 STUDENT ACTIVITIES 611710 37751 37751 37751 117274 117274 35932052 37751 0 117274 729122 351199 377923 17064134 16553198 510936 3646904 3624996 21908 2422729 2357783 64946 534002 518106 15896 275998 263619 12379 304837 304837 447618 392471 55147 3180340 3171653 8687 104263 99587 4676 140396 134122 6274 866449 841813 24636 129990 125506 4484 144035 140391 3644 1574 1504 70 101616 97058 4558 INSTRUCTIONAL MATERIALS 4264156 4093147 171009 TRAINING & DEVELOPMENT 446514 404629 41885 DUES AND MEMBERSHIPS 97057 87953 9104 FIELD TRIP EXPENSES 88576 80267 8309 134650 122019 12631 35124960 33461021 1663939 0 158917 144744 11320877 12555880 2594688 2969434 620593 655618 836471 876544 40768 242097 15572314 17444317 5349580 8337769 3118108 961690 31053 238545 8498741 9538004 X 7073573 7906313 7073573 7906313 15572314 17444317 807092 25648 0 X X 0 1 X 1 1 1 X 0 ROU LIABILITY 238545 238545 X 35957700 25648 25648 35932052 0 35932052 35124960 0 35124960 0 35124960 PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY IS DOCUMENTED WITHIN THE CHARTER PETITIONS FOR EACH OF ITS PUBLIC CHARTER SCHOOLS. THE POLICY IS ALSO PRESENTED ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS THAT ARE TUITION-FREE; THEREFORE, DOCUMENTATION WITH RESPECT TO SCHOLARSHIPS AND FINANCIAL ASSISSTANCE IS NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS AN ORGANIZATION OPERATING PUBLIC CHARTER SCHOOLS, THE ORGANIZATION RECEIVES FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION, ALONG WITH THE COUNTIES OF SAN DIEGO, YOLO, AND LOS ANGELES, CALIFORNIA. X X 1 0 0 0 0 0 0 0 0 ELIZABETH BRENNER SUPERINTENDENT & CEO 206953 0 0 0 0 0 39332 0 11400 0 257685 0 0 0 GREGORY COHEN CHIEF ACADEMIC OFFICER 166784 0 0 0 0 0 31470 0 11400 0 209654 0 0 0 LISA FISHMAN CFO (THROUGH APRIL 2025) 165887 0 0 0 0 0 15300 0 11400 0 192587 0 0 0 SOPHIA TRIVINO CHIEF PEOPLE OFFICER 157482 0 0 0 0 0 14505 0 11400 0 183387 0 0 0 ERIN SMITH DIRECTOR OF ACADEMIC SUPPORT 134929 0 0 0 0 0 25045 0 11400 0 171374 0 0 0 REBECCA MACALPINE DIRECTOR OF ENGAGEMENT 132929 0 0 0 0 0 24854 0 11400 0 169183 0 0 0 KASSANDRA WINGATE DIRECTOR OF STAFF SUPPORT 133429 0 0 0 0 0 17540 0 11400 0 162369 0 0 0 PART I, LINE 3 THE CEO COMPENSATION FOLLOWS A 2-YEAR CONTRACT THAT ALIGNS WITH A BOARD APPROVED STEP SCHEDULE. PART I, LINE 4A LISA FISHMAN'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $37,673 FOR SEVERANCE/CHANGE OF CONTROL; TERMS AND CONDITIONS WERE AS FOLLOWS: LISA FISHMAN WAS INVOLUNTARY RELEASED FROM EMPLOYMENT AND UPON HER RELEASE A LEGAL AGREEMENT WAS REACHED IN THE AMOUNT OF 37,673 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 TAX RETURN IS PROVIDED TO THE PRESIDENT & CEO AND THE BUSINESS SERVICES PROVIDER FOR REVIEW AND APPROVAL. THE FINALIZED COPY OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS HOLDING DESIGNATED POSITIONS SHALL FILE STATEMENTS OF ECONOMIC INTERESTS WITH CCS, WHICH WILL MAKE THE STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AND REPRODUCTION (GOVERNMENT CODE 81008). ALL STATEMENTS WILL BE RETAINED BY CCS. THIS IS REVIEWED ON AN ANNUAL BASIS. THE CONFLICT OF INTEREST CODE IS PROVIDED TO ALL BOARD MEMBERS VIA THE SHARED GOOGLE DRIVE FOR BOARD OFFICIAL DOCUMENTS. THE CODE LISTS THE DESIGNATED POSITIONS AND DISCLOSURE CATEGORIES. WHEN NEW STAFF OR BOARD MEMBERS JOIN THE ORGANIZATION, THEY ARE REQUIRED TO COMPLETE THE FORM 700. THEY COMPLETE THIS FORM ANNUALLY AND WHEN THEY LEAVE THE ORGANIZATION. THESE FORMS ARE KEPT ON FILE BY THE EXECUTIVE ASSISTANT TO THE SUPERINTENDENT AND ARE AVAILABLE FOR INSPECTION IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE SUPERINTENDENT & CEO AND DOCUMENTS THE AGREEMENT WITHIN AN AT-WILL EMPLOYMENT CONTRACT. THIS PROCESS WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.