2023-11-14T16:43:18-06:00 2022-12-31 911663574 LARSON GROSS PLLC 2211 RIMLAND DR STE 422 BELLINGHAM WA 98226 990 2022-01-01 463224248 WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION WASH 2064242780 506 2ND AVE 630 SEATTLE WA 98104 REKHA BHATT CO-PRESIDENT INNOVATIVE SCHOOLS 2064242780 2023-11-14 1 REKHA BHATT 999009999 0 STEVE FORBES-CPA P00012098 3607344280 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REKHA BHATT 506 2ND AVE 630 SEATTLE WA 98104 16830336 0 X WWW.WACHARTERS.ORG X 2013 WA WE ADVOCATE FOR & SUPPORT A THRIVING, INNOVATIVE CHARTER PUBLIC SCHOOL SECTOR THAT UPHOLDS QUALITY VIA STUDENT CENTERED, COMMUNITY-ROOTED SCHOOLS & ASPIRES TO DISRUPT A SYSTEMATICALLY RACIST & INEQUITABLE EDUCATION SYSTEM. 8 8 18 8 0 0 7564309 16567108 200427 253370 3680 9858 0 0 7768416 16830336 8058610 6096866 0 0 2519178 2684877 0 0 258407 1592094 2367735 12169882 11149478 -4401466 5680858 13158502 18056641 1727999 945280 11430503 17111361 WE ADVOCATE FOR & SUPPORT A THRIVING, INNOVATIVE CHARTER PUBLIC SCHOOL SECTOR THAT UPHOLDS QUALITY VIA STUDENT CENTERED, COMMUNITY-ROOTED SCHOOLS & ASPIRES TO DISRUPT A SYSTEMATICALLY RACIST & INEQUITABLE EDUCATION SYSTEM. 0 0 9844121 6096866 253370 THE WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION ADVANCES A HIGH-QUALITY CHARTER PUBLIC SCHOOL SECTOR THROUGH THE RECRUITMENT AND DEVELOPMENT OF CHARTER SCHOOL LEADERS, THE SUPPORT OF THEIR NEW SCHOOLS, THE DEVELOPMENT OF CHARTER SCHOOL KNOWLEDGE AND FAMILIARITY AMONG COMMUNITY MEMBERS, EDUCATORS, PARENTS, SCHOOL STAKEHOLDERS AND THE GENERAL PUBLIC, AND BY SUPPORTING A LEGAL, POLITICAL, AND BUREAUCRATIC ENVIRONMENT THAT FOSTERS CHARTER PUBLIC SCHOOL GROWTH IN WASHINGTON. 9844121 1 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 38 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X HAID BLOXHAM 2064242780 506 2ND AVE NO 630 SEATTLE WA 98104 DR JOEL DOMINGO BOARD CHAIR 2.00 2.00 X X 0 0 0 JAMES HEUGAS VICE CHAIR 2.00 X X 0 0 0 STEVE SMITH DIRECTOR 2.00 X 0 0 0 JIM SPADY DIRECTOR 2.00 X 0 0 0 CAROLYN CHUONG HOLGATE TREASURER 2.00 X X 0 0 0 JUAN COTTO DIRECTOR 2.00 X 0 0 0 OMAR VASQUEZ SECRETARY 2.00 X X 0 0 0 ELIZABETH HAID BLOXHAM CO-PRESIDENT, FINANCE & OPS 38.00 2.00 X 188178 6375 33991 REKHA BHATT CO-PRESIDENT, INNOVATIVE SCHOOLS 40.00 2.00 X 175965 565 19181 NATALIE HESTER CO-PRESIDENT, EXTERNAL AFFAIRS 38.00 2.00 X 196903 34362 23614 PATRICK D'AMELIO PRESIDENT (UNTIL JULY 2, 2022) 38.00 X 364633 0 22927 DIANA MARKER VP INNOVATIVE SCHOOL 40.00 X 121735 0 23478 MARGARET MEYERS VP COMMUNICATIONS 40.00 X 138292 0 31819 SARAH OKUN TMC EXECUTIVE DIRECTOR 40.00 X 114679 0 33415 JEANETTE VAUGHN CSP PROJECT DIR 40.00 X 121819 0 17438 RODRIGO VILLAVICENCIO DIR OF FINANCE & OPS 40.00 X 115142 0 15749 1537346 41302 221612 11 0 1 0 UPLIFT ANALYTICS 327 COUNTRYWOOD LANE ENCINITAS CA 92024 DATA ANALYTICS AND VISUALIZATION CONSULT 157500 MITCHELL ALAN PRICE 2861 PROVINCIAL DRIVE ANN ARBOR MI 48104 SENIOR POLICY ADVISORY SERVICES 118990 FLICKER CONSULTING 10319 DIBBLE AVE NW SEATTLE WA 98177 STRATEGIC DEVELOPMENT ADVISORY SERVICES 109500 BEN KLEBAN CONSULTING 1948 STILLWATER DR WALLA WALLA WA 99362 STRATEGIC START UP ADVISING TO TRUE MEAS 108000 4 19713 3608960 12938435 1050 16567108 MEMBERSHIP FEES 611710 253370 253370 253370 9858 9858 16830336 253370 0 9858 X 6096866 6096866 1020734 889033 69514 62187 1270563 1106627 86528 77408 54402 6984 47418 183566 33696 149870 155612 25759 129853 167547 132226 35321 39135 39135 1512262 1083710 316264 112288 139978 85665 47789 6524 85381 85381 54282 49551 4731 112496 77350 35146 PUBLICATIONS/PRINTING 256654 256654 11149478 9844121 1046950 258407 241508 100 8744038 9826555 2185380 6384692 24424 24450 11173 41243 1909273 1562452 42706 217149 13158502 18056641 248795 276743 1430641 471200 24586 52053 23977 145284 1727999 945280 X 3920353 3523125 7510150 13588236 11430503 17111361 13158502 18056641 5680858 0 X 0 1 X 1 1 1 X 3290316 5941991 20727542 7564309 16567108 54091266 3290316 5941991 20727542 7564309 16567108 54091266 40014896 14076370 16471 29713 5432 3680 9858 65154 54156420 755392 0.25990 0.25450 X WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION (WA CHARTERS) KNOWS AND UNDERSTANDS THE IMPORTANCE OF THE PUBLIC SUPPORT PERCENTAGE AND RECOGNIZES THAT, AT THIS TIME, ITS PUBLIC SUPPORT PERCENTAGE (25.99%) IS BELOW THE REQUIRED 33 1/3%. WA CHARTERS WAS FOUNDED IN 2013 AND WAS GENEROUSLY SUPPORTED BY A SMALL GROUP OF CORE FUNDERS, INCLUDING THE BILL AND MELINDA GATES FOUNDATION. THIS ENABLED WA CHARTERS TO ESTABLISH ITSELF AS AN ORGANIZATION AND TO BUILD OUT PROGRAMMING AND SUB-GRANTING. WA CHARTERS WOULD NOT BE THE ORGANIZATION IT IS TODAY WITHOUT GENEROUS FUNDERS WILLING TO SUPPORT ITS STARTUP AND CONTINUED WORK TO BUILD AND GROW A THRIVING CHARTER PUBLIC SCHOOL SECTOR. AS THE ORGANIZATION HAS MATURED, IT HAS ALSO WORKED TO DIVERSIFY ITS FUNDING SOURCES BASED ON PROGRAM GROWTH AND STRATEGIC PRIORITIES. IN 2019, WA CHARTERS DEVELOPMENT WORK BROUGHT IN TWO NEW FUNDERS TO THE ORGANIZATION AND SECURED A THREE-YEAR GRANT FOCUSED ON INTERNAL CAPACITY BUILDING AND A FIVE-YEAR $19.9M FEDERAL CHARTER SCHOOL PROGRAM (CSP) GRANT. THIS GRANT IS RECOGNIZED AS SPENT. IN 2019 AND 2020 CSP RELATED ACTIVITIES FOR THE GRANT WERE RAMPING UP. AS OF THE CLOSE OF 2021, $4M ($671K IN 2020 AND $3.3M IN 2021) IN CSP FUNDS WERE RECOGNIZED. THE $15M OUTSTANDING WILL BE RECOGNIZED OVER THE NEXT 3 GRANT YEARS. THE FUNDS ARE NOT ONLY CRITICAL TO THE WORK WE DO BUT WILL ALSO SUPPORT WA CHARTERS IN BUILDING BACK TO PASSING THE PUBLIC SUPPORT PERCENTAGE TEST. FUNDER DIVERSIFICATION AND SOLICITATIONS IN 2020 WERE SLOWED AND IMPACTED BY THE PANDEMIC. IN ADDITION, THE BILL AND MELINDA GATES FOUNDATION SUPPORTED WA CHARTERS WITH AN ADDITIONAL COVID RESPONSE GRANT OF $2.275M IN 2020. THESE FUNDS WERE IN DIRECT RESPONSE TO THE IMPACT THE PANDEMIC HAD ON OUR SECTOR, AND WE ARE THANKFUL FOR THIS SUPPORT. IN 2021, WA CHARTERS RENEWED ITS EFFORTS TO DIVERSIFY ITS FUNDER BASE AND SUBMITTED 18 GRANT SOLICITATIONS. OF THOSE, GRANTS FROM TWO NEW FUNDERS WERE SECURED, AND ONE FUNDER WAS REENGAGED FROM 2019. FOR COMPARISON, SIX GRANT SOLICITATIONS WERE SUBMITTED IN 2020. IN 2022, WA CHARTERS BEGAN THE WORK OF MOVING THE TRUE MEASURE COLLABORATIVE (TMC), A PROGRAM OF WA CHARTERS TO BE AN INDEPENDENT 501-C3. WA CHARTERS TRANSITIONED THE TMC TO A PROGRAM SPONSORED BY THE ORGANIZATION. AS A RESULT, THE ORGANIZATION MANAGED A $1.1M GRANT FROM THE GATES FOUNDATION UNTIL THE PROGRAM WAS READY TO TRANSITION. IN MARCH OF 2023 THE TMC TRANSITIONED TO AN INDEPENDENT NON-PROFIT. AS WELL, IN 2022 WA CHARTERS RECEIVED $4.3M FROM THE GATES FOUNDATION TO SUPPORT OUR FINAL NON-FEDERAL SCHOOL GRANTING. THIS PROGRAM WILL SUNSET AT WA CHARTERS FOLLOWING THE COMPLETION OF ADMINISTERING THESE PASS THRU GRANTS. REMOVING THESE TWO GRANTS IN 2022, WA CHARTERS PUBLIC SUPPORT WOULD HAVE BEEN 35.98%. AT WA CHARTERS, WE'RE DEDICATED TO SEEING OUR PUBLIC SUPPORT PERCENTAGE RISE TO AN ACCEPTABLE LEVEL AND BELIEVE WE HAVE THE PLANS IN PLACE THAT WILL ALLOW US TO DO SO IN THE COMING YEARS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 11099478 11149478 707474 176869 0 0 461109 654961 758494 707474 2582038 3873057 130000 185000 50000 365000 115277 163740 189624 176869 645510 968265 0 LONG-TERM LOAN TO SCHOOLS 1562452 C 1562452 OPERATING LEASE LIABILITY 145284 145284 16830336 0 16830336 0 16830336 11149478 0 11149478 0 11149478 1 IMPACT PUBLIC SCHOOLS 814086218 501(C)(3) 1271101 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS PINNACLES PREP 834473193 501(C)(3) 674676 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS PULLMAN COMMUNITY MONTESSORI 844252836 501(C)(3) 522552 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS CASCADE PUBLIC SCHOOLS 833285687 501(C)(3) 658973 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS SPOKANE INTERNATIONAL ACADEMY 471091821 501(C)(3) 503987 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS WHATCOM INTERGENERATIONAL HIGH SCHOOL 823673961 501(C)(3) 444051 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS CATALYST PUBLIC SCHOOL 832652050 501(C)(3) 817795 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS LUMEN PUBLIC SCHOOL 832652506 501(C)(3) 380903 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS ROOTED SCHOOL 852409389 501(C)(3) 467827 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS WA CHARTERS ACTION 475599167 501(C)(4) 50000 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS PRIDE PREP 464051666 501(C)(3) 25000 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS RAINIER PREP PUBLIC CHARTER SCHOOL 484128856 501(C)(3) 55000 0 SUPPORT OF WASHINGTON CHARTER PUBLIC SCHOOLS LEV FOUNDATION 912141507 501(C)(3) 100000 0 ADVOCACY KING COUNTY EQUITY NOW 853258040 501(C)(4) 50000 0 ADVOCACY BLACK EDUCATION STRATEGY ROUNDTABLE 464958126 501(C)(3) 75000 0 ADVOCACY 13 2 PART I, LINE 2: THROUGH ITS GRANT AGREEMENTS, WA CHARTERS OBLIGATES THE GRANTEE TO USE GRANT FUNDS EITHER EXCLUSIVELY FOR CHARITABLE PURPOSES, OR FOR ADVOCACY, DEPENDING ON THE GRANT TYPE, AND TO SUBMIT FINAL REPORTS DETAILING THE GRANTEE'S USE OF GRANT FUNDS. WA CHARTERS MAY VISIT THE GRANTEE'S PREMISES AND REVIEW THE GRANTEE'S ACTIVITIES FROM TIME TO TIME. IF WA CHARTERS HAS ANY REASON TO SUSPECT MISUSE OF GRANT FUNDS, WA CHARTERS WILL INVESTIGATE FURTHER. IF WA CHARTERS BELIEVES AFTER INVESTIGATION THAT FUNDS WERE MISUSED, IT WILL STOP DISBURSING AND ATTEMPT TO THE BEST OF ITS ABILITY TO RECOVER ANY FUNDS THAT WERE NOT USED CONSISTENTLY WITH WA CHARTER'S EXEMPT PURPOSE. X X X X 1 0 0 0 0 0 0 0 0 PATRICK D'AMELIO PRESIDENT (UNTIL JULY 2, 2022) 341394 0 23239 0 0 0 8934 0 13993 0 387560 0 0 0 NATALIE HESTER CO-PRESIDENT, EXTERNAL AFFAIRS 186903 34362 10000 0 0 0 9847 0 10258 0 217008 34362 0 0 ELIZABETH HAID BLOXHAM CO-PRESIDENT, FINANCE & OPS 178178 6375 10000 0 0 0 9961 0 22916 0 221055 6375 0 0 REKHA BHATT CO-PRESIDENT, INNOVATIVE SCHOOLS 165965 565 10000 0 0 0 9043 0 10104 0 195112 565 0 0 MARGARET MEYERS VP COMMUNICATIONS 128292 0 10000 0 0 0 7656 0 24163 0 170111 0 0 0 PART I, LINE 4A PREVIOUS PRESIDENT, PATRICK D'AMELIO, RECEIVED A SEVERANCE PAYMENT OF $113,995 AT THE END OF HIS EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 11B WA CHARTERS CO-PRESIDENT FINANCE AND OPERATIONS REVIEWED THE DRAFT COPY OF THE FORM 990 WHICH WAS THEN DISTRIBUTED TO THE FINANCE COMMITTEE PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS OF WA CHARTERS ARE REQUIRED TO FULLY DISCLOSE ALL MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ANNUALLY THROUGH THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 ALL INDIVIDUALS INVOLVED IN APPROVING COMPENSATION ARRANGEMENTS FOLLOW A CONFLICT OF INTEREST POLICY. ALL COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN ADVANCE AND IN WRITING PRIOR TO PAYING COMPENSATION. SUCH COMPENSATION ARRANGEMENTS ARE BASED ON INFORMATION ABOUT SIMILAR ORGANIZATIONS, AND THE SUPPORTING INFORMATION AND VOTING RECORDS ARE DOCUMENTED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 WA CHARTERS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,083,710. MANAGEMENT AND GENERAL EXPENSES 316,264. FUNDRAISING EXPENSES 112,288. TOTAL EXPENSES 1,512,262. WA CHARTERS ACTION 506 2ND AVE STE 630 SEATTLE WA 98104 475599167 ADVOCATES IN FAVOR OF KEEPING CHARTER PUBLIC SCHOOLS OPEN. WA 501(C)(4) WASH ST CHARTER SCHOOLS ASSN 1 WA CHARTERS ACTION PAC 506 2ND AVE STE 630 SEATTLE WA 98104 810717336 POLITICAL CONTRIBUTIONS TO WASHINGTON STATE LEGISLATORS. WA 527 WA CHARTERS ACTION 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WA CHARTERS ACTION O 64910 WA CHARTERS ACTION D 58924 WA CHARTERS PAC B 206000 WA CHARTERS ACTION B 50000