FURP.ORG / PUBLIC DATA EXPLORER

COMPASS CHARTER SCHOOLS

Cite this

Plain text COMPASS CHARTER SCHOOLS. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/453643984. Retrieved 2026-10-21.

APA furp.org. (n.d.). COMPASS CHARTER SCHOOLS [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 21, 2026, from https://furp.org/org/453643984

MLA “COMPASS CHARTER SCHOOLS.” furp.org, tax years 2016–2024, https://furp.org/org/453643984. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $35.9M · expenses $35.1M · assets $17.4M

EIN
45-3643984
Address
850 HAMPSHIRE RD STE R, THOUSAND OAKS, CA 91361-6006
Website
WWW.COMPASSCHARTERS.ORG
NTEE code
B90
Subsection
501(c)(3)
Ruling year
2014
Cross-check
ProPublica Nonprofit Explorer

Mission

OUR MISSION IS TO INSPIRE AND DEVELOP INNOVATIVE, CREATIVE, SELF-DIRECTED LEARNERS, ONE SCHOLAR AT A TIME.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

16 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Lisa Fishman CFO (THROUGH APRIL 2025)2016-2024 $192,587$1,307,816 1
Erin Smith DIRECTOR OF ACADEMIC SUPPORT2021-2024 $171,374$604,729 1
Elizabeth Brenner SUPERINTENDENT & CEO2022-2024 $257,685$502,148 1
Kassandra Wingate DIRECTOR OF STAFF SUPPORT2021-2024 $162,369$424,212 1
Rebecca Macalpine DIRECTOR OF ENGAGEMENT2023-2024 $169,183$326,844 1
Sophia Trivino CHIEF PEOPLE OFFICER2023-2024 $183,387$323,572 1
Gregory Cohen CHIEF ACADEMIC OFFICER2024 $209,654$209,654 1
Danielle Gamez CFO (TO APRIL 2025)2024 $144,952$144,952 1
Jj Lewis (former) FORMER SUPERINTENDENT & CEO2016-2022 $226,167$1,230,034 1
Debra Stephan (former) DIRECTOR OF COUNSELING2016-2023 $170,772$689,821 1
Aviva Ebner (former) CHIEF ACADEMIC OFFICER2020-2022 $161,365$487,740 1
Janae Smith (former) DIRECTOR OF ONLINE LEARNING2021-2023 $159,202$420,717 1
Julie Troletti (former) Former Director2016 $128,592$128,592 1
Joel Manwarren (former) Director2016 $127,655$127,655 1
Cecilia Van Vooren (former) ASST SUPT PERSONALIZED LEARNING2019 $115,490$115,490 1
Mae Van Vooren (former) ASST. SUPT. PERSONALIZED LEARNING2018 $112,642$112,642 1

Officers and directors, no compensation reported

21 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Thomas Arnett BOARD CHAIR2020-2024 2 $0 reported 1
Therese Christopher SECRETARY2020-2024 2 $0 reported 1
Dr William Stinde DIRECTOR2022-2024 2 $0 reported 1
Samantha Herrod PARENT REPRESENTATIVE2022-2024 2 $0 reported 1
Dr Minita Clark TREASURER2024 2 $0 reported 1
Heather Hardy DIRECTOR2024 2 $0 reported 1
Corey Riley DIRECTOR2024 2 $0 reported 1
Lainie Rowell (former) DIRECTOR2020-2023 2 $0 reported 1
Isaac Olvera (former) DIRECTOR2022 2 $0 reported 1
Bill Dennett (former) TREASURER2018-2021 2 $0 reported 1
Randi Pugh (former) SECRETARY2020-2021 2 $0 reported 1
Martin Suarez (former) CHAIR2018-2020 2 $0 reported 1
Cori Brooks (former) SECRETARY2019-2020 2 $0 reported 1
John Vargas (former) DIRECTOR2017-2020 2 $0 reported 1
Matthew Brown (former) SECRETARY2017-2019 2 $0 reported 1
Lisa Robotham (former) SECRETARY2016-2018 2 $0 reported 1
Matt Koblick (former) CHAIR2016-2017 2 $0 reported 1
Kathy Granger (former) TREASURER2016-2017 2 $0 reported 1
Joe Cummings (former) DIRECTOR2016-2017 2 $0 reported 1
Peter McDonald (former) Chair2016 2 $0 reported 1
Miriam Cohen (former) Director2016 2 $0 reported 1

People by year

2024 · 15 people listed · 8 paid, $1.5M · 224 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELIZABETH BRENNER SUPERINTENDENT & CEO40 $206,953$0$50,732 $257,6851
GREGORY COHEN CHIEF ACADEMIC OFFICER40 $166,784$0$42,870 $209,6541
LISA FISHMAN CFO (THROUGH APRIL 2025)40 $165,887$0$26,700 $192,5871
SOPHIA TRIVINO CHIEF PEOPLE OFFICER40 $157,482$0$25,905 $183,3871
ERIN SMITH DIRECTOR OF ACADEMIC SUPPORT40 $134,929$0$36,445 $171,3741
REBECCA MACALPINE DIRECTOR OF ENGAGEMENT40 $132,929$0$36,254 $169,1831
KASSANDRA WINGATE DIRECTOR OF STAFF SUPPORT40 $133,429$0$28,940 $162,3691
DANIELLE GAMEZ CFO (TO APRIL 2025)40 $130,628$0$14,324 $144,9521
THOMAS ARNETT BOARD CHAIR2 $0$0$0 $01
THERESE CHRISTOPHER SECRETARY2 $0$0$0 $01
DR MINITA CLARK TREASURER2 $0$0$0 $01
SAMANTHA HERROD PARENT REPRESENTATIVE2 $0$0$0 $01
HEATHER HARDY DIRECTOR2 $0$0$0 $01
COREY RILEY DIRECTOR2 $0$0$0 $01
DR WILLIAM STINDE DIRECTOR2 $0$0$0 $01
2023 · 12 people listed · 7 paid, $1.2M · 232 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELIZABETH BRENNER SUPERINTENDENT & CEO40 $196,915$0$47,548 $244,4631
DEBRA STEPHAN DIRECTOR OF COUNSELING40 $133,590$0$37,182 $170,7721
LISA FISHMAN CHIEF OPERATIONS OFFICER40 $155,878$0$11,800 $167,6781
ERIN SMITH DIRECTOR OF ACADEMIC SUPPORT40 $123,966$0$35,354 $159,3201
JANAE SMITH DIRECTOR OF ONLINE LEARNING40 $123,867$0$35,335 $159,2021
REBECCA MACALPINE DIRECTOR OF ENGAGEMENT40 $122,572$0$35,089 $157,6611
SOPHIA DANIELLE TRIVINO CHIEF PEOPLE OFFICER40 $128,385$0$11,800 $140,1851
THOMAS ARNETT CHAIR2 $0$0$0 $01
THERESE CHRISTOPHER SECRETARY2 $0$0$0 $01
WILLIAM STINDE TREASURER2 $0$0$0 $01
LAINIE ROWELL DIRECTOR2 $0$0$0 $01
SAMANTHA HERROD DIRECTOR2 $0$0$0 $01
2022 · 14 people listed · 7 paid, $1.1M · 245 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS FORMER SUPERINTENDENT & CEO40 $226,167$0$0 $226,1671
AVIVA EBNER CHIEF ACADEMIC OFFICER40 $136,750$0$24,615 $161,3651
DEBRA STEPHAN DIRECTOR OF COUNSELING40 $126,317$0$22,737 $149,0541
LISA FISHMAN CHIEF OPERATIONS OFFICER40 $145,691$0$0 $145,6911
KASSANDRA WINGATE HEAD HIGH SCHOOL ADVISOR40 $118,275$0$21,290 $139,5651
ERIN SMITH DIRECTOR OF ACADEMIC SUPPO40 $118,138$0$21,265 $139,4031
JANAE SMITH PRINCIPAL40 $118,088$0$21,256 $139,3441
THOMAS ARNETT CHAIR2 $0$0$0 $01
LAINIE ROWELL SECRETARY2 $0$0$0 $01
WILLIAM STINDE TREASURER2 $0$0$0 $01
THERESE CHRISTOPHER DIRECTOR2 $0$0$0 $01
SAMANTHA HERROD DIRECTOR2 $0$0$0 $01
ISAAC OLVERA DIRECTOR2 $0$0$0 $01
ELIZABETH BRENNER SUPERINTENDENT & CEO40 $0$0$0 $01
2021 · 12 people listed · 7 paid, $1.1M · 242 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS SUPERINTENDENT & CEO40 $186,472$0$16,144 $202,6161
AVIVA EBNER CHIEF ACADEMIC OFFICER40 $133,389$0$40,862 $174,2511
LISA FISHMAN CHIEF OPERATIONS OFFICER40 $137,823$0$26,381 $164,2041
DEBRA STEPHAN DIRECTOR OF COUNSELING40 $115,503$0$30,492 $145,9951
ERIN SMITH DIRECTOR OF ACADEMIC SUPPORT40 $109,202$0$25,430 $134,6321
KASSANDRA WINGATE HEAD HIGH SCHOOL ADVISOR40 $105,282$0$16,996 $122,2781
JANAE SMITH PRINCIPAL40 $104,780$0$17,391 $122,1711
THOMAS ARNETT CHAIR2 $0$0$0 $01
BILL DENNETT TREASURER2 $0$0$0 $01
RANDI PUGH SECRETARY2 $0$0$0 $01
THERESE CHRISTOPHER DIRECTOR2 $0$0$0 $01
LAINIE ROWELL DIRECTOR2 $0$0$0 $01
2020 · 12 people listed · 4 paid, $580K · 223 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS SUPERINTENDENT & CEO40 $166,557$0$5,593 $172,1501
AVIVA EBNER CHIEF ACADEMIC OFFICER40 $112,386$0$39,738 $152,1241
LISA FISHMAN CHIEF FINANCIAL OFFICER40 $125,356$0$11,215 $136,5711
DEBRA STEPHAN DIRECTOR OF COUNSELING40 $102,500$0$16,400 $118,9001
MARTIN SUAREZ CHAIR2 $0$0$0 $01
BILL DENNETT TREASURER2 $0$0$0 $01
CORI BROOKS SECRETARY2 $0$0$0 $01
THOMAS ARNETT DIRECTOR2 $0$0$0 $01
RANDI PUGH DIRECTOR2 $0$0$0 $01
JOHN VARGAS DIRECTOR2 $0$0$0 $01
LAINIE ROWELL DIRECTOR2 $0$0$0 $01
THERESE CHRISTOPHER DIRECTOR2 $0$0$0 $01
2019 · 8 people listed · 3 paid, $397K · 211 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS SUPERINTENDENT & CEO40 $161,062$0$0 $161,0621
LISA FISHMAN CHIEF FINANCIAL OFFICER40 $119,304$0$1,027 $120,3311
CECILIA VAN VOOREN ASST SUPT PERSONALIZED LEARNING40 $112,678$0$2,812 $115,4901
JOHN VARGAS CHAIR2 $0$0$0 $01
BILL DENNETT TREASURER2 $0$0$0 $01
MATTHEW BROWN SECRETARY2 $0$0$0 $01
CORI BROOKS DIRECTOR2 $0$0$0 $01
MARTIN SUAREZ DIRECTOR2 $0$0$0 $01
2018 · 8 people listed · 3 paid, $414K · 126 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS SUPERINTENDENT & CEO40 $153,068$0$19,918 $172,9861
LISA FISHMAN ASST. SUPT. BUSINESS SERVICES40 $114,664$0$13,603 $128,2671
MAE VAN VOOREN ASST. SUPT. PERSONALIZED LEARNING40 $102,516$0$10,126 $112,6421
JOHN VARGAS CHAIR2 $0$0$0 $01
BILL DENNETT TREASURER2 $0$0$0 $01
LISA ROBOTHAM SECRETARY2 $0$0$0 $01
MATTHEW BROWN DIRECTOR2 $0$0$0 $01
MARTIN SUAREZ DIRECTOR2 $0$0$0 $01
2017 · 8 people listed · 2 paid, $257K · 123 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS PRESIDENT & CEO40 $143,576$0$0 $143,5761
LISA FISHMAN OPERATION DIRECTOR40 $112,286$0$1,055 $113,3411
MATT KOBLICK CHAIR2 $0$0$0 $01
KATHY GRANGER TREASURER2 $0$0$0 $01
LISA ROBOTHAM SECRETARY2 $0$0$0 $01
JOE CUMMINGS DIRECTOR2 $0$0$0 $01
JOHN VARGAS DIRECTOR2 $0$0$0 $01
MATTHEW BROWN DIRECTOR2 $0$0$0 $01
2016 · 11 people listed · 5 paid, $652K · 126 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JJ LEWIS President & CEO40 $151,477$0$0 $151,4771
Lisa Fishman Operation Director40 $138,838$0$308 $139,1461
Julie Troletti Former Director40 $123,777$0$4,815 $128,5921
Joel Manwarren Director40 $127,182$0$473 $127,6551
Debra Stephan Counseling Mgr40 $105,100$0$0 $105,1001
Peter McDonald Chair2 $0$0$0 $01
Lisa Robotham Secretary2 $0$0$0 $01
Joe Cummings Director2 $0$0$0 $01
Matt Koblick Director2 $0$0$0 $01
Kathy Granger Treasurer2 $0$0$0 $01
Miriam Cohen Director2 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $4.8M
NameLocationServicePaid
PUBLIC AGENCY COALITION ENTERPRISETORRANCE, CAHEALTH BENEFITS$1,987,925
AMAZON CAPITAL SERVICESSEATTLE, WAMATERIALS & SUPPLIES$914,596
PARTNERS IN SPECIAL EDUCATION INCPASADENA, CASPED CONSULTANTS$780,454
OXFORD CONSULTING SERVICES INCMANALAPAN, NJSPED CONSULTANTS$541,041
EL PASEO CHILDREN'S CENTER INCPALM DESERT, CASPED CONSULTANTS/ASSESSMENTS$536,874
2023 · 5 contractors · $2.5M
NameLocationServicePaid
PARTNERS IN SPECIAL EDUCATION INCPASADENA, CASPECIAL EDUCATION SERVICES$795,301
CSMCTEMECULA, CAFINANCIAL SERVICES$540,276
OXFORD CONSULTING SERVICES INCMANALAPAN TOWNSHIP, NJSPECIAL EDUCATION SERVICES$461,191
EL PASEO CHILDREN'S CENTER INCPALM DESERT, CAPSYCHOLOGY SERVICES$429,633
BRENT COOPERPALM DESERT, CAPSYCHOLOGY SERVICES$234,399
2020 · 5 contractors · $1.8M
NameLocationServicePaid
STRONGMIND INCCHANDLER, AZDIGITAL CURRICULUM$587,797
AMERICAN LEARNING CENTERSSAN YSIDRO, CATUTORING SERVICES$533,235
RAINBOW RESOURCE CENTER INCTOULON, ILCURRICULUM$302,315
CHARTER SCHOOL MGMT CORPTEMECULA, CABUSINESS SERVICES$180,000
K12 MANAGEMENT INCHERNDON, VAONLINE LEARNING$166,016
2019 · 3 contractors · $1.2M
NameLocationServicePaid
JEFFREY MANUEL MACIASSAN YSIDRO, CATUTORING SERVICES$890,673
FUNDAMENTAL FOUNDATIONSWILDOMAR, CAVIRTUAL INSTRUCTION$249,670
WATER COURT LLCWESTLAKE VILLAGE, CARENT$106,612
2018 · 2 contractors · $363K
NameLocationServicePaid
FRIAR EQUITY PARTNERS LLCLOS ANGELES, CARENTS$232,491
LAW OFFICE OF YOUNG MINNEY & CORRSACRAMENTO, CALEGAL SERVICES$130,409
2017 · 4 contractors · $1.7M
NameLocationServicePaid
K12 MANAGEMENT INCHERNDON, VAONLINE CURRICULUM$645,287
FRIAR EQUITY PARTNERS LLCLOS ANGELES, CARENTS$597,366
CSMCTEMECULA, CAFINANCIAL SERVICES$256,866
FUNDAMENTAL FOUNDATIONSWILDOMAR, CAONLINE CURRICULUM$151,049
2016 · 5 contractors · $5.2M
NameLocationServicePaid
K12 Management Incherndon, VAonline curriculum$3,591,584
EdHiveSan Diego, CABusiness Services$858,505
Friar Equity Partners LLCLos Angeles, CARENTS$535,072
CSMCTemecula, CAFinancial Services$128,400
The Four Amigos LPSan Diego, CArents$107,407

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2019 · 1 grant to organizations · $669K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$35,932,052$35,124,960 $17,444,317$7,906,313 $35,777,027$37,751 $729,1222248
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$32,376,889$34,766,868 $15,572,311$7,073,573 $32,189,011$27,015 $373,3352325
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$33,061,739$33,173,893 $15,542,301$9,463,552 $32,896,139$77,818 $241,5452455
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$30,011,108$31,198,393 $14,426,755$9,549,625 $29,924,469$46,660 $321,4332425
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$29,961,787$28,165,874 $14,467,036$10,736,910 $29,862,339$32,948 $300,8072238
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$28,488,571$25,281,941 $10,632,492$8,940,372 $28,414,565$0 $288,0122115
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$15,463,390$14,853,095 $6,824,455$5,733,627 $15,205,293$0 $172,9851266
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$9,830,286$12,543,985 $6,014,902$5,123,332 $8,989,627$0 $143,5761236
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$7,586,070$15,168,463 $9,581,298$7,810,356 $6,907,390$0 $151,4771264

Funders of this organization

1 grantor reported grants to this organization, $549 in all, tax years 2020 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “COMPASS CHARTER SCHOOLS” 2020-2022 3$549 2022$133
show

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Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
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GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$325,678,65193 252017–2024 XQ INSTITUTE; NEW TEACHER CENTER; CODE ORG; THE ACHIEVEMENT NETWORK LTD and 21 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$103,490,480152 302010–2024 ROOM TO READ; EDUCATION TRUST INC; NEW TEACHER CENTER; TRANSCEND INC and 26 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$90,597,045233 442016–2024 CODE ORG; TRANSCEND INC; DEFENDING DEMOCRACY TOGETHER INSTITUTE; ROOM TO READ and 40 more
WALTON FAMILY FOUNDATION INC Private foundation$89,749,48887 122020–2024 CAMBIAR EDUCATION; NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS; OKLAHOMA PUBLIC SCHOOL RESOURCE CENTER INC; TEACH PLUS INCORPORATED and 8 more
THE CHICAGO COMMUNITY TRUST DAF sponsor$70,692,92833 162016–2023 EDUCATION TRUST INC; THE ACHIEVEMENT NETWORK LTD; UNBOUNDED LEARNING INC; LEADING EDUCATORS INC and 12 more
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$51,394,543151 172010–2024 ACHIEVING THE DREAM INC; BIG PICTURE COMPANY INC; UNBOUNDED LEARNING INC; EDREPORTS ORG INC and 13 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$42,832,408221 352014–2024 ROOM TO READ; NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS; RAINIER SCHOLARS; FOUNDATION FOR CITY COLLEGE and 31 more
THE UCLA FOUNDATION DAF sponsor$40,250,0006 12014–2024 OPPORTUNITY 180
CHARTER FUND INC Private foundation$34,844,31897 122015–2024 ZETA CHARTER SCHOOLS INC; NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS; CAMBIAR EDUCATION; BLUEPRINT TEXAS and 8 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$34,843,269120 342019–2024 CODE ORG; PROJECT LEAD THE WAY INC; ROOM TO READ; RAINIER SCHOLARS and 30 more
CONRAD N HILTON FOUNDATION Private foundation$28,701,00023 22018–2024 BRILLIANT CORNERS; THE BARUCH COLLEGE FUND
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$28,179,14258 222016–2024 HOFFMAN INSTITUTE FOUNDATION; BIG PICTURE COMPANY INC; ROOM TO READ; 826 VALENCIA and 18 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$27,262,83476 262020–2024 THE REASON FOUNDATION; NEW TEACHER CENTER; TRANSCEND INC; 826 VALENCIA and 22 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $35,124,960 spent · pay $24,396,891 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $17,064,134$16,553,198$510,936- 48.6%
Other (as described)INSTRUCTIONAL MATERIALS $4,264,156$4,093,147$171,009- 12.1%
Pension plan contributions $3,646,904$3,624,996$21,908- 10.4%
Fees: other services $3,180,340$3,171,653$8,687- 9.1%
Other employee benefits $2,422,729$2,357,783$64,946- 6.9%
Information technology $866,449$841,813$24,636- 2.5%
Pay: officers, directors, trustees, key employees $729,122$351,199$377,923- 2.1%
Payroll taxes $534,002$518,106$15,896- 1.5%
Fees: accounting $447,618$392,471$55,147- 1.3%
Other (as described)TRAINING & DEVELOPMENT $446,514$404,629$41,885- 1.3%
Fees: legal $304,837-$304,837- 0.9%
Fees: management $275,998$263,619$12,379- 0.8%
Travel $144,035$140,391$3,644- 0.4%
Office expenses $140,396$134,122$6,274- 0.4%
All other expenses $134,650$122,019$12,631- 0.4%
Occupancy $129,990$125,506$4,484- 0.4%
Advertising and promotion $104,263$99,587$4,676- 0.3%
Insurance $101,616$97,058$4,558- 0.3%
Other (as described)DUES AND MEMBERSHIPS $97,057$87,953$9,104- 0.3%
Other (as described)FIELD TRIP EXPENSES $88,576$80,267$8,309- 0.3%
Interest $1,574$1,504$70- 0.0%
Total$35,124,960100%

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2023 · Form 990 · $34,766,868 spent · pay $23,655,275 · grants $1,500 · events $506,100
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $16,786,850$16,120,018$666,832- 48.3%
Other (as described)BOOKS AND SUPPLIES $5,280,052$5,269,096$10,956- 15.2%
Pension plan contributions $3,660,235$3,514,785$145,450- 10.5%
Fees: other services $3,194,820$3,183,338$11,482- 9.2%
Other employee benefits $2,240,578$2,151,414$89,164- 6.4%
Fees: accounting $624,064$599,231$24,833- 1.8%
Payroll taxes $594,277$570,646$23,631- 1.7%
Conferences, conventions and meetings $506,100$486,109$19,991- 1.5%
Pay: officers, directors, trustees, key employees $373,335$358,402$14,933- 1.1%
Information technology $352,035$338,031$14,004- 1.0%
Office expenses $246,002$236,214$9,788- 0.7%
Other (as described)CHARTER AUTHORIZER FEES $242,905$233,276$9,629- 0.7%
Fees: legal $196,928$189,030$7,898- 0.6%
Advertising and promotion $133,957$128,626$5,331- 0.4%
Occupancy $125,387$120,483$4,904- 0.4%
Insurance $107,403$103,129$4,274- 0.3%
Travel $100,440$96,447$3,993- 0.3%
Grants to US individuals $1,500$1,500-- 0.0%
Total$34,766,868100%

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2022 · Form 990 · $33,173,893 spent · pay $22,315,933 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $15,811,428$15,083,938$727,490- 47.7%
Other (as described)BOOKS AND SUPPLIES $4,408,848$4,396,990$11,858- 13.3%
Pension plan contributions $3,471,332$3,297,765$173,567- 10.5%
Fees: other services $3,297,149$3,271,380$25,769- 9.9%
Other employee benefits $2,226,019$2,137,735$88,284- 6.7%
Fees: accounting $589,179$559,720$29,459- 1.8%
Payroll taxes $565,609$537,329$28,280- 1.7%
Fees: legal $482,470$458,347$24,123- 1.5%
Travel $473,010$449,359$23,651- 1.4%
Advertising and promotion $441,863$419,770$22,093- 1.3%
Office expenses $359,648$341,665$17,983- 1.1%
Information technology $339,223$322,262$16,961- 1.0%
Other (as described)CHARTER AUTHORIZER FEES $255,364$243,588$11,776- 0.8%
Pay: officers, directors, trustees, key employees $241,545$229,468$12,077- 0.7%
Occupancy $115,861$110,068$5,793- 0.3%
Insurance $91,253$86,690$4,563- 0.3%
Interest $4,092$3,887$205- 0.0%
Total$33,173,893100%

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2021 · Form 990 · $31,198,393 spent · pay $20,982,642 · grants $0 · events $520,073
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $14,716,879$13,934,555$782,324- 47.2%
Other (as described)BOOKS AND SUPPLIES $4,742,548$4,725,147$17,401- 15.2%
Pension plan contributions $3,158,990$3,158,990-- 10.1%
Fees: other services $3,075,759$3,014,464$61,295- 9.9%
Other employee benefits $2,102,667$1,997,534$105,133- 6.7%
Payroll taxes $682,673$630,572$52,101- 2.2%
Fees: accounting $552,114$524,508$27,606- 1.8%
Conferences, conventions and meetings $520,073$494,069$26,004- 1.7%
Pay: officers, directors, trustees, key employees $321,433$257,146$64,287- 1.0%
Information technology $264,279$251,065$13,214- 0.8%
Other (as described)CHARTER AUTHORIZER FEES $231,854$218,739$13,115- 0.7%
Fees: legal $198,861$188,918$9,943- 0.6%
Office expenses $164,246$156,034$8,212- 0.5%
Advertising and promotion $152,360$144,742$7,618- 0.5%
Travel $136,645$129,813$6,832- 0.4%
Occupancy $115,465$109,692$5,773- 0.4%
Insurance $60,153$57,145$3,008- 0.2%
Interest $1,394$1,316$78- 0.0%
Total$31,198,393100%

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2020 · Form 990 · $28,165,874 spent · pay $18,406,557 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,231,600$12,302,172$929,428- 47.0%
Other (as described)BOOKS AND SUPPLIES $4,795,320$4,740,721$54,599- 17.0%
Fees: other services $3,240,145$2,660,041$580,104- 11.5%
Pension plan contributions $2,602,716$2,556,780$45,936- 9.2%
Other employee benefits $1,745,804$1,488,989$256,815- 6.2%
Information technology $742,501$690,525$51,976- 2.6%
Payroll taxes $525,630$487,190$38,440- 1.9%
Fees: legal $316,911$294,727$22,184- 1.1%
Pay: officers, directors, trustees, key employees $300,807$240,586$60,221- 1.1%
Other (as described)CHARTER AUTHORIZER FEES $248,053$230,689$17,364- 0.9%
Office expenses $133,935$124,560$9,375- 0.5%
Advertising and promotion $119,804$111,418$8,386- 0.4%
Occupancy $103,326$96,093$7,233- 0.4%
Insurance $49,813$46,326$3,487- 0.2%
Fees: accounting $9,280$8,630$650- 0.0%
Interest $229$213$16- 0.0%
Total$28,165,874100%

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2019 · Form 990 · $25,281,941 spent · pay $14,464,071 · grants $668,525 · events $436,968
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $10,558,399$9,932,305$626,094- 41.8%
Other (as described)BOOKS AND SUPPLIES $6,758,717$6,285,608$473,109- 26.7%
Pension plan contributions $2,041,023$2,041,023-- 8.1%
Fees: other services $1,132,858$1,034,956$97,902- 4.5%
Other employee benefits $1,084,379$965,026$119,353- 4.3%
Grants to US organizations and governments $668,525$668,525-- 2.6%
Payroll taxes $492,258$458,790$33,468- 1.9%
Conferences, conventions and meetings $436,968$406,380$30,588- 1.7%
Other (as described)CHARTER AUTHORIZER FEES $405,941$377,525$28,416- 1.6%
Fees: accounting $391,735$364,314$27,421- 1.5%
Fees: legal $324,745$302,013$22,732- 1.3%
Pay: officers, directors, trustees, key employees $288,012$176,443$111,569- 1.1%
Advertising and promotion $254,132$236,343$17,789- 1.0%
Office expenses $159,866$148,675$11,191- 0.6%
Occupancy $153,061$142,347$10,714- 0.6%
Travel $69,252$64,404$4,848- 0.3%
Insurance $32,591$30,310$2,281- 0.1%
Information technology $28,051$26,087$1,964- 0.1%
Interest $1,428$1,328$100- 0.0%
Total$25,281,941100%

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2018 · Form 990 · $14,853,095 spent · pay $8,506,200 · grants $0 · events $120,677
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $5,993,254$5,661,078$332,176- 40.4%
Other (as described)BOOKS AND SUPPLIES $3,939,576$3,935,854$3,722- 26.5%
Pension plan contributions $1,505,901$1,505,901-- 10.1%
Fees: other services $760,725$687,162$73,563- 5.1%
Other employee benefits $549,323$531,181$18,142- 3.7%
Fees: accounting $303,684-$303,684- 2.0%
Payroll taxes $284,737$267,511$17,226- 1.9%
Other (as described)DISTRICT OVERSIGHT FEES $265,833$244,566$21,267- 1.8%
Fees: legal $231,952$231,952-- 1.6%
Advertising and promotion $213,512$86,417$127,095- 1.4%
Occupancy $192,438$182,105$10,333- 1.3%
Pay: officers, directors, trustees, key employees $172,985-$172,985- 1.2%
Travel $154,605$154,605-- 1.0%
Conferences, conventions and meetings $120,677$115,911$4,766- 0.8%
Office expenses $87,209$16,945$70,264- 0.6%
Information technology $47,364$40,172$7,192- 0.3%
Insurance $25,604$23,556$2,048- 0.2%
Interest $3,716-$3,716- 0.0%
Total$14,853,095100%

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2017 · Form 990 · $12,543,985 spent · pay $7,355,406 · grants $0 · events $191,234
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $5,419,364$4,996,003$423,361- 43.2%
Other (as described)BOOKS AND SUPPLIES $2,196,894$2,196,183$711- 17.5%
Pension plan contributions $1,000,003$1,000,003-- 8.0%
Occupancy $868,311$788,987$79,324- 6.9%
Other employee benefits $513,708$475,059$38,649- 4.1%
Fees: other services $442,575$434,064$8,511- 3.5%
Other (as described)REPAYMENT OF REVENUES $418,929-$418,929- 3.3%
Payroll taxes $278,755$256,085$22,670- 2.2%
Fees: accounting $272,760-$272,760- 2.2%
Advertising and promotion $247,203$221,420$25,783- 2.0%
Other (as described)PAYMENTS TO AUTHORIZING $228,382$205,544$22,838- 1.8%
Conferences, conventions and meetings $191,234$180,683$10,551- 1.5%
Pay: officers, directors, trustees, key employees $143,576-$143,576- 1.1%
Fees: legal $112,981$109,189$3,792- 0.9%
Office expenses $81,625$74,572$7,053- 0.7%
Information technology $72,025$69,397$2,628- 0.6%
Travel $27,291$27,291-- 0.2%
Interest $16,369-$16,369- 0.1%
Other (as described)LEGAL SETTLEMENT $12,000$12,000-- 0.1%
Total$12,543,985100%

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2016 · Form 990 · $15,168,463 spent · pay $7,107,595 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $5,472,228$4,991,849$480,379- 36.1%
Other (as described)Books and Supplies $3,305,324$3,299,652$5,672- 21.8%
Fees: other services $2,477,458$1,796,578$680,880- 16.3%
Other (as described)legal settlement $1,600,000-$1,600,000- 10.5%
Pension plan contributions $714,458$673,893$40,565- 4.7%
Other (as described)repayment of revenues $674,968-$674,968- 4.4%
Other employee benefits $513,866$484,689$29,177- 3.4%
Payroll taxes $255,566$241,055$14,511- 1.7%
Pay: officers, directors, trustees, key employees $151,477-$151,477- 1.0%
Interest $3,118-$3,118- 0.0%
Total$15,168,463100%

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