2025-05-15T14:37:24-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 262318098 CALIFORNIA CHARTER SCHOOLS ASSOCIATION ADVOCATES CALI 2132441446 1017 L STREET 141 SACRAMENTO CA 95814 SARA DELEEUW CHIEF FINANCIAL OFFICER 2132441446 2025-05-15 1 0 BRIAN YACKER P00401346 9492222999 2025-05-15 2023 2025-03-06 01:10:19Z GREGORY MCGINITY 1017 L STREET 141 SACRAMENTO CA 95814 2023025 0 X WWW.CCSAADVOCATES.ORG X 2009 CA TO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVITISTS, ENDORSE AND SUPPORT PUBLIC OFFICIALS WHO ARE COMMITTED TO CALIFORNIA CHARTER PUBLIC SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT. 6 5 63 5 0 0 2291000 1970000 0 0 49539 53025 12500 0 2353039 2023025 126425 81200 0 0 822471 762295 0 0 31629 1025596 807291 1974492 1650786 378547 372239 2724659 3121729 89103 113934 2635556 3007795 X TO INCREASE THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS, CREATE A PIPELINE OF CHARTER SCHOOL SUPPORTERS AND ACTIVITISTS, ENDORSE AND SUPPORT PUBLIC OFFICIALS WHO ARE COMMITTED TO CALIFORNIA CHARTER PUBLIC SCHOOLS, AND GROW THE POLITICAL INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT. 0 0 651363 27500 SECURING POLICY WINS TO SUPPORT NON-PROFIT CHARTER SCHOOLS. 454787 GROWING THE INFLUENCE OF THE CALIFORNIA CHARTER SCHOOL MOVEMENT AND ELECTING PUBLIC OFFICIALS WHO SUPPORT NON-PROFIT CHARTER SCHOOLS. 115746 53700 BUILDING COALITIONS AND INCREASING THE INVOLVEMENT OF THE CHARTER SCHOOL COMMUNITY IN THE POLITICAL PROCESS. 1221896 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 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 1 X 12 0 1 63 0 0 0 0 0 1 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SARA DELEEUW 3106913696 1017 L STREET 141 SACRAMENTO CA 95814 MYRNA CASTREJON PRESIDENT AND CEO 3.00 39.00 X X 12833 420567 34246 GREGORY MCGINITY EXECUTIVE DIRECTOR 24.00 16.00 X 210462 122338 30270 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 1.00 39.00 X 216 251784 22607 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 1.00 39.00 X 1403 240597 32205 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 1.00 39.00 X 137 224815 34084 SARA DELEEUW CHIEF FINANCIAL OFFICER 1.00 39.00 X 7781 189219 29136 MILES DURFEE VP, LOCAL ADVOC. MEM. RELATIONS/SUPP 1.00 39.00 X 1558 192842 27092 COLIN MILLER VP, GOVERNMENT AFFAIRS 1.00 39.00 X 10 174869 24824 WILLOW HARRINGTON HOLLAND VP, STRATEGY 1.00 39.00 X 135 172640 25439 GARY DAVIS VP, CIVIC AND POLITICAL AFFAIRS 33.00 7.00 X 149019 17056 30072 CRISTINA DE JESUS CHAIR 2.00 2.00 X X 0 0 0 JOE WILLIAMS VICE CHAIR 2.00 2.00 X X 0 0 0 EMILIO PACK SECRETARY 2.00 X X 0 0 0 KAPIL MATHUR DIRECTOR 2.00 X 0 0 0 SHARA HEGDE DIRECTOR 2.00 X 0 0 0 383554 2006727 289975 2 0 1 0 ARC STRATEGIES LLC 1121 L STREET SUITE 408 SACRAMENTO CA 95814 LOBBYING 108421 SLOAT HIGGINS JENSEN & ASSOCIATES 1215 K STREET SUITE 1150 SACRAMENTO CA 95814 LOBBYING 108000 2 470000 1500000 1970000 53025 53025 2023025 0 0 53025 81200 81200 399197 278202 98589 22406 296382 162522 127582 6278 11245 6297 4766 182 19076 11632 7131 313 36395 24830 10766 799 58515 58515 55585 20830 34755 420473 420473 33189 30600 2463 126 108955 107505 1000 450 3162 1323 1787 52 20942 10386 10148 408 17570 11782 5327 461 33589 27344 6180 65 17224 11374 5850 2557 1713 775 69 9692 467 9206 19 DUES & SUBSCRIPTIONS 11887 11617 270 TAXES & FEES 10871 76 10794 1 PROGRAM COST 3080 1723 1357 1650786 1221896 397261 31629 2449626 122765 72157 2552582 399 9680 23430 0 0 193196 422553 2724659 3121729 12546 14879 76557 99055 89103 113934 X 2523650 2914040 111906 93755 2635556 3007795 2724659 3121729 372239 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 434127 0 374119 17500 391619 1 COMMITTEE IN SUPPORT OF FAIR & JUST LAWS 1 W MANCHESTER BLVD SUITE 700 INGLEWOOD CA 90301 933562339 5000 CITIZENS FOR A BETTER CALIFORNIA SPONSORED BY STEVE GLAZER 21 C ORINDA WAY 111 ORINDA CA 94563 825213004 5000 RUBIO FIGHTING FOR CALIFORNIA BALLOT MEASURE COMMITTEE 921 11TH STREET SUITE 904 SACRAMENTO CA 95814 300805115 2500 LEADING CALIFORNIA JUAN CARRILLO'S BALLOT MEASURE COMMITTEE 374 NO COAST HIGHWAY 101 STE 2 ENCINITAS CA 92024 991204253 2500 CALIFORNIA ASIAN CHAMBER OF COMMERCE ISSUES PAC 2125 19TH STREET SUITE 220 SACRAMENTO CA 95818 463612812 2500 PART I-A, LINE 1: POLITICAL ACTIVITIES INCLUDE CANDIDATE ENDORSEMENT, CAMPAIGN STRATEGY, AND SUPPORT OF SPONSORED LOCAL POLITICAL ACTION COMMITTEES. 0 RELATED PARTY RECEIVABLES 422553 422553 RELATED PARTY PAYABLES 99055 99055 X 2009223 36198 36198 1973025 50000 50000 2023025 1650786 0 1650786 0 1650786 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(4) AND THE CORRESPONDING STATE PROVISIONS. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 36,198. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION CONTRIBUTION 50,000. 1 CALIFORNIA CHARTER SCHOOLS ASSOCIATION PO BOX 86087 LOS ANGELES CA 90086 510465703 501(C)(3) 28700 0 CONFERENCE SPONSORSHIP PROGRESSCA CO THE KAL GROUP 9460 TEGNER ROAD HILMAR CA 95324 923885424 501(C)(4) 25000 0 CONTRIBUTION CALIFORNIA PROBLEM SOLVERS ACTION FUND 1100 O STREET SUITE 200 SACRAMENTO CA 95814 881525230 501(C)(4) 10000 0 EVENT SPONSORSHIP 1 2 PART I, LINE 2: USE OF FUNDS DONATED TO 527 ORGANIZATIONS ARE MONITORED THROUGH THE CAL-ACCESS WEBSITE AND OTHER GRANTS OR ASSISTANCE ARE MADE WITH GUIDANCE OF HOW FUNDS SHOULD BE USED. X X X 0 0 0 0 0 0 0 0 0 MYRNA CASTREJON PRESIDENT AND CEO 12833 412167 0 0 0 8400 731 19069 424 14022 13988 453658 0 0 GREGORY MCGINITY EXECUTIVE DIRECTOR 210462 122338 0 0 0 0 7739 3958 11714 6859 229915 133155 0 0 LUIS VIZCAINO CHIEF EXTERNAL AFFAIRS OFFICER 216 249784 0 2000 0 0 11 13557 8 9031 235 274372 0 0 RICARDO SOTO CHIEF ADVOC. OFFICER & GEN. COUNSEL 1403 238597 0 2000 0 0 84 14316 103 17702 1590 272615 0 0 ELIZABETH ROBITAILLE CHIEF SCHOOLS OFFICER 137 224815 0 0 0 0 8 13507 13 20556 158 258878 0 0 SARA DELEEUW CHIEF FINANCIAL OFFICER 7628 187372 153 1847 0 0 458 11372 666 16640 8905 217231 0 0 MILES DURFEE VP, LOCAL ADVOC. MEM. RELATIONS/SUPP 1463 183537 95 9305 0 0 73 9682 130 17207 1761 219731 0 0 COLIN MILLER VP, GOVERNMENT AFFAIRS 10 168270 0 6599 0 0 1 10546 1 14276 12 199691 0 0 WILLOW HARRINGTON HOLLAND VP, STRATEGY 135 167320 0 5320 0 0 8 10366 9 15056 152 198062 0 0 GARY DAVIS VP, CIVIC AND POLITICAL AFFAIRS 149019 17056 0 0 0 0 8871 887 18191 2123 176081 20066 0 0 PART I, LINE 3 THE ORGANIZATION HAS A SHARED RESOURCES AGREEMENT TO SHARE EMPLOYEES. THE SHARED EMPLOYEES TRACK AND REPORT THEIR TIME AND THE CCSA ADVOCATES 501(C)(4) REIMBURSES THE CCSA 501(C)(3) FOR THE TIME AND OVERHEAD OF THE EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. THE REVIEW AND APPROVAL INCLUDES COMPARABILITY DATA AND OCCURS WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THE ORGANIZATION. FORM 990, PART V, LINE 2B: THE ORGANIZATION HAS A RESOURCE SHARING AGREEMENT WITH THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION (CCSA) TO SHARE EMPLOYEES. THE SHARED EMPLOYEES TRACK AND REPORT THEIR TIME AND THE ORGANIZATION REIMBURSES CCSA FOR THE TIME AND OVERHEAD OF THE EMPLOYEES. CCSA CONTRACTS WITH TRINET, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), FOR PAYROLL PROCESSING AND OTHER HR SERVICES. TRINET PAYS EACH OF THE WORKSITE EMPLOYEES WAGES AS DIRECTED AND FUNDED BY THE CUSTOMER, BUT TRINET MAKES THE ACTUAL WAGE PAYMENTS TO THE WORKSITE EMPLOYEES WITH FUNDS DRAWN FROM A TRINET BANK ACCOUNT AND IN TRINET'S NAME. FEDERAL AND STATE PAYROLL TAXES FOR ALL WAGES FOR WORKSITE EMPLOYEES ARE ALSO PAID BY TRINET FROM ITS OWN BANK ACCOUNT, AND THEY ARE REPORTED, IN THE AGGREGATE, ALONG WITH PAYMENTS FOR OTHER TRINET CUSTOMERS, UNDER TRINET'S NAME AND FEDERAL AND STATE TAX IDENTIFICATION NUMBERS ON FORMS 940 AND 941. TRINET FILES THE FORMS WITH THE IRS UNDER THE APPLICABLE TRINET FEDERAL EMPLOYER IDENTIFICATION NUMBER (FEIN), AND ISSUES W-2S TO EACH WORKSITE EMPLOYEE. FORM 990, PART V, LINE 6B: DONORS TO CCSA ADVOCATES ARE REPEAT CONTRIBUTORS AND UNDERSTAND THAT DONATIONS ARE NOT TAX-DEDUCTIBLE. MOVING FORWARD, THE ORGANIZATION WILL ENSURE INCLUSION OF AN EXPRESS STATEMENT. FORM 990, PART VI, SECTION A, LINE 7B THE SELECTION OF DIRECTORS IS A GOVERNANCE DECISION RESERVED TO THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION, AND ANY AMENDMENTS TO CCSA ADVOCATES' ARTICLES OF INCORPORATION OR BYLAWS REQUIRE THE APPROVAL OF THE CALIFORNIA CHARTER SCHOOLS ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CPA FIRM. IT IS REVIEWED AND APPROVED BY THE ORGANIZATION AND DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD OF DIRECTORS, THROUGH THE SUPPORT OF THE GENERAL COUNSEL. ANNUALLY, AT THE END OF THE FISCAL YEAR, THE GENERAL COUNSEL PROVIDES A COPY OF THE CONFLICT OF INTEREST POLICY, ANNUAL ACKNOWLEDGEMENT, AND ANNUAL DISCLOSURE OF INTERESTS TO EACH DIRECTOR, OFFICER AND KEY EMPLOYEE. IF A CONFLICT ARISES UNDER THE POLICY, IT IS RESOLVED BY THE BOARD OF DIRECTORS CONSISTENT WITH THE PROCEDURES IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS ANY COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR. THE REVIEW AND APPROVAL INCLUDES COMPARABILITY DATA AND OCCURS WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THE ORGANIZATION. THE BOARD OF DIRECTORS OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION (CCSA) REVIEWS AND APPROVES ANY COMPENSATION PACKAGES FOR THE CEO/PRESIDENT AND CFO. THE REVIEW AND APPROVAL INCLUDES COMPARABILITY DATA AND OCCURS WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CALIFORNIA CHARTER SCHOOLS ASSOCIATION 1107 9TH STREET SUITE 200 SACRAMENTO CA 95814 510465703 CHARITABLE ACTIVITY CA 501(C)(3) 509(A)(1) N/A 0 FAMILIES AND TEACHERS UNITED 455 CAPITOL MALL SUITE 600 SACRAMENTO CA 95814 452613909 SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATES CA 527 N/A 0 CHARTER PUBLIC SCHOOLS PAC 455 CAPITOL MALL SUITE 600 SACRAMENTO CA 95814 261434738 SUPPORTING/OPPOSING STATE AND LOCAL CANDIDATES CA 527 N/A 0 CCSA ADVOCATES FOR GREAT PUBLIC SCHOOLS 2350 KERNER BLVD SUITE 250 SAN RAFAEL CA 94901 813998681 CONTRIBUTIONS TO CANDIDATES CA 527 N/A 0 INLAND EMPIRE CHARTER ADVOCATES FOR GREAT PUBLIC SCHOOLS 1700 TRIBUTE ROAD SUITE 201 SACRAMENTO CA 95815 815198678 SUPPORTING/OPPOSING LOCAL CANDIDATES CA 527 N/A 0 LOS ANGELES CHARTER ADVOCATES FOR GREAT PUBLIC SCHOOLS 1700 TRIBUTE ROAD SUITE 201 SACRAMENTO CA 95815 880862155 SUPPORTING/OPPOSING LOCAL CANDIDATES CA 527 N/A 0 ORANGE COUNTY ADVOCATES FOR GREAT PUBLIC SCHOOLS 1700 TRIBUTE ROAD SUITE 201 SACRAMENTO CA 95815 812026047 SUPPORTING/OPPOSING LOCAL CANDIDATES CA 527 N/A 0 SARAMENTO ADVOCATES FOR GREAT PUBLIC SCHOOLS 1700 TRIBUTE ROAD SUITE 201 SACRAMENTO CA 95815 811777049 SUPPORTING/OPPOSING LOCAL CANDIDATES CA 527 N/A 0 SAN DIEGO COUNTY ADVOCATES FOR GREAT PUBLIC SCHOOLS 1700 TRIBUTE ROAD SUITE 201 SACRAMENTO CA 95815 474591613 SUPPORTING/OPPOSING LOCAL CANDIDATES CA 527 N/A 0 SANTA CLARA CHARTER ADVOCATES FOR GREAT PUBLIC SCHOOLS 1700 TRIBUTE ROAD SUITE 201 SACRAMENTO CA 95815 812215702 SUPPORTING/OPPOSING LOCAL CANDIDATES CA 527 N/A 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0