2025-04-07T09:10:01-05:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2023-07-01 200759687 NEW YORK CITY CENTER FOR CHARTER SCHOOL EXCELLENCE NEWY 2124378300 111 BROADWAY 604 NEW YORK NY 10006 JAMES MERRIMAN CHIEF EXECUTIVE OFFICER 2124378300 2025-04-07 1 0 SACHA RICHARDS P01378509 2017129800 2025-03-26 2023 2025-03-06 01:10:19Z NEW YORK CITY CHARTER SCHOOL CENTER JAMES MERRIMAN 111 BROADWAY 604 NEW YORK NY 10006 6626912 0 X WWW.NYCCHARTERSCHOOLS.ORG X 2004 NY TO SUPPORT THE GROWTH, SUCCESS & SUSTAINABILITY OF HIGH QUALITY PUBLIC CHARTER SCHOOLS IN NYC. 8 8 22 9 0 0 2267772 2907528 3978788 3215866 307084 503518 0 0 6553644 6626912 0 0 0 0 2648632 2792114 0 0 73367 3108527 3137000 5757159 5929114 796485 697798 15414155 15600896 2260027 1748970 13154128 13851926 X THE NEW YORK CITY CHARTER SCHOOL CENTER IS COMMITTED TO ENSURING ALL OF NYC'S CHILDREN HAVE EQUITABLE ACCESS TO A HIGH QUALITY PUBLIC SCHOOL EDUCATION. CHARTER SCHOOLS ARE ONE OF THE MEANS THROUGH WHICH TO ACHIEVE THAT GOAL. WE ADVOCATE FOR LAWS AND POLICIES THAT ENABLE HIGH QUALITY SCHOOLING, FOSTER NEW SCHOOL DEVELOPMENT AND GROWTH, PROVIDE PROFESSIONAL DEVELOPMENT TO CHARTER OPERATORS AND EDUCATORS TO EMPOWER EQUITY, INCLUSION AND STUDENT SUCCESS, ENGAGE THE CHARTER COMMUNITY ON KEY ISSUES, AND EDUCATE THE PUBLIC AND BUILD COMMUNITY AND POLICYMAKER SUPPORT. CHARTER SCHOOLS IN TURN, SHOW US WHAT IS POSSIBLE IN PUBLIC EDUCATION. 0 0 4997251 0 3215866 FOR THE PAST 20 YEARS, THE NEW YORK CITY CHARTER SCHOOL CENTER, THE COUNTRY'S FIRST CITYWIDE CHARTER SUPPORT STRATEGY , HAS SERVED AS A ONE-STOP-SHOP FOR ENSURING THE GROWTH AND VITALITY OF NYC'S CHARTER SECTOR. OUR INTEGRATED APPROACH TO BUILDING A FAVORABLE POLICY ENVIRONMENT, SOLVING INDUSTRY-WIDE CHALLENGES, ENSURING QUALITY, GROWING THE MOVEMENT AND PROVIDING KEY SUPPORTS AND SERVICES HAS "CLEARED THE BRUSH," SO THAT CHARTER SCHOOLS CAN FOCUS ON THEIR CORE WORK OF EDUCATING CHILDREN. OUR WORK IS GUIDED BY FIVE STRATEGIC PRIORITIES:1. CREATE A FAVORABLE PUBLIC POLICY ENVIRONMENT FOR CHARTER SCHOOLS AND EDUCATION REFORM, IN GENERAL: WE EDUCATE AND ENGAGE COMMUNITIES AND INFLUENCERS ON THE VALUE OF CHARTER SCHOOLS, PROACTIVELY FRAMING THE PUBLIC DISCUSSION WITH RESEARCH AND DATA AS WELL AS PUSHING BACK OPPONENTS AND GUIDING AND COORDINATING THE SECTOR.2. EMPOWER CHARTER SCHOOLS TO SERVE ALL STUDENTS: THROUGH THE COLLABORATIVE FOR INCLUSIVE EDUCATION, WE SUPPORT NYC CHARTER SCHOOLS AS THEY SEEK TO EQUITABLY RECRUIT, EDUCATE AND RETAIN ALL STUDENTS, INCLUDING STUDENTS WITH DISABILITIES AND MULTILINGUAL LEARNERS.3. ENSURE OPERATIONAL EXCELLENCE AND SUSTAINABILITY: WE HELP BY PROVIDING RESOURCES, TRAININGS AND GUIDANCE TO ENSURE CHARTER SCHOOLS NOT ONLY COMPLY WITH ALL STATE AND LOCAL LAWS AND POLICIES, BUT ALSO IMPLEMENT BEST PRACTICES IN NONPROFIT OPERATIONS.4. SUPPORT NEW SCHOOL DEVELOPMENT: WE BUILD THE CAPACITY OF PLANNING AND START UP TEAMS AS WELL AS SCHOOLS GROWING GRADES SO AS TO INCREASE THEIR CHANCES FOR SUCCESS.5. TRANSFER CHARTER SCHOOL SUCCESSES BACK INTO NYC'S PUBLIC SCHOOL SYSTEM: WE SEEK OUT OPPORTUNITIES TO PARTNER WITH THE NYC DOE AND DISTRICT SCHOOLS TO TRANSFER LEARNINGS AND INNOVATIONS TO IMPROVE PUBLIC EDUCATION FOR ALL STUDENTS.OUR WORK DURING THE 2023-24 SCHOOL YEAR INCLUDED:- RESEARCHING AND DEVELOPING NUMEROUS FACT SHEETS, REPORTS/WHITE PAPERS, OP-EDS DESIGNED TO MYTH BUST AND EDUCATE THE PUBLIC AND POLICYMAKERS, ALIKE, ABOUT THE CHARTER SCHOOL MODEL.- ENSURING NO LEGISLATION PASSED THAT NEGATIVELY CHANGES NEW YORK'S CHARTER SCHOOLS ACT OR HARMS/HAMPERS CHARTER OPERATIONS OR THE MODEL ITSELF. MAINTAINING THE URGENCY,VIA PRESS CONFERENCES, RALLIES, MEDIA OPPORTUNITIES, AROUND THE NEED FOR EQUITABLE FUNDING AND A LIFT IN NYC'S CHARTER CAP.- HOLDING NYC DEPARTMENT OF EDUCATION ACCOUNTABLE FOR DELIVERING THE SUPPORTS AND SERVICES THAT CHARTER SCHOOLS ARE ENTITLED TO AS PART OF NYC'S PUBLIC EDUCATION SYSTEM. COLLABORATED WITH ADMINISTRATION & NYC DOE TO SECURE NEW OPPORTUNITIES, PROTECT AUTONOMY AND ENCOURAGE COLLABORATION.- MONITORING NY'S THREE AUTHORIZERS TO ENSURE THEIR STANDARDS FOR OPENING AND CLOSING CHARTER SCHOOLS REMAIN CONSISTENT AND HIGH.- CONDUCTING SEVERAL CITYWIDE, MULTILINGUAL MEDIA CAMPAIGNS TO INFORM FAMILIES ABOUT THE CHARTER SCHOOL OPTION. THE CAMPAIGNS, WHICH INCLUDE CHARTER SCHOOL OPEN HOUSE MONTH, I AM NYC CHARTER SCHOOLS AND HOW TO APPLY, SUPPORT CHARTER SCHOOL RECRUITMENT EFFORTS.- OFFERING NEARLY 200 REMOTE, HYBRID AND IN-PERSON TRAININGS/WORKSHOPS/PROFESSIONALDEVELOPMENT OPPORTUNITIES, EXPOSING CHARTERS TO BEST PRACTICES IN THE FIELDS OF INCLUSIVE EDUCATION PROGRAMMING AND SUPPORTS AS WELL AS HUMAN RESOURCES, FINANCE AND OPERATIONS.- SUPPORTING POTENTIAL AND START-UP CHARTER LEADERS, VIA NEW SCHOOL DEVELOPMENT PROGRAMMING, TO DEVELOP THOUGHTFUL SCHOOL DESIGNS AND STRONG OPERATIONAL PRACTICES.- FACILITATING AN EASY-TO-USE COMMON ONLINE CHARTER SCHOOL APPLICATION THAT ENABLES PARENTS TO APPLY TO MULTIPLE CHARTER SCHOOLS AT ONCE; MORE THAN 80,000 APPLICATIONS CAME THROUGH THE COMMON APP, WHICH IS OFFERED IN 10 LANGUAGES. 4997251 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 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 60 0 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X EDITH LITT 2124378300 111 BROADWAY 604 NEW YORK NY 10006 EMARY ARONSON CHAIRPERSON 2.00 X X 0 0 0 GEOFFREY CANADA TREASURER/DIRECTOR 1.00 X X 0 0 0 DAVID C BANKS DIRECTOR EX-OFFICIO 1.00 X 0 0 0 PHOEBE BOYER DIRECTOR 1.00 X 0 0 0 CECILY M CARSON DIRECTOR 1.00 X 0 0 0 MARK DUNETZ DIRECTOR 1.00 X 0 0 0 SPENCER ROBERTSON DIRECTOR 1.00 X 0 0 0 BASIL A SMIKLE JR DIRECTOR 1.00 X 0 0 0 CHRISTINA BROWN COO/SECRETARY 38.00 X 248830 0 28030 JAMES MERRIMAN CEO 38.00 X 356030 0 38742 COREY CALLAHAN DIRECTOR, LEGAL AFFAIRS 38.00 X 215030 0 9143 ERIK JOERSS DIRECTOR, GOVERNMENT AFFAI 38.00 X 129265 0 5793 EDITH LITT DIRECTOR, ADMINISTRATION 38.00 X 129670 0 5682 SHERITA SMITH DIRECTOR,SCHOOL SUPPORTS AND DEVELOPMENT 38.00 X 114062 0 31373 MELISSA KATZ DIRECTOR, THE CIE 38.00 X 137715 0 55538 JENNIFER HALL MLL/ELL PROGRAM MANAGER 38.00 X 105352 0 21861 1435954 0 196162 8 0 1 0 STRATEGIC MEASUREMENT AND EVALUATION IN 3768 ROME DRIVE SUITE B LAFAYETTE IN 47905 TESTING DATA SERVICES 1105617 KAYLA TURNER 5475 WILES ROAD APT 203 COCONUT CREEK FL 33073 MARKETING SERVICES 132334 JENNIFER UMLAND 144 GRAHAM RIDGE ROAD NAUGATUCK CT 06770 ACCREDITATION SERVICES 106743 3 2907528 2907528 PROGRAM REVENUE 611710 3215866 3215866 3215866 503518 503518 6626912 3215866 0 503518 X 860425 660341 154548 45536 1517392 1163820 341877 11695 43408 34832 8261 315 191311 153415 34461 3435 179578 141485 33797 4296 37180 37180 97275 97275 1435352 1381613 53430 309 440782 439411 1371 81774 63924 17495 355 317090 279421 36138 1531 509631 402608 101926 5097 53976 50500 3476 23202 17563 5639 22022 16517 5285 220 41516 31791 9336 389 MEMBERSHIP/SUBSCRIPTION 34700 28641 6026 33 RECRUITMENT FEES 23403 19177 4226 REPAIRS & MAINTENANCE 15618 12338 3124 156 PROFESSIONAL DEVLPMT 2579 2579 900 900 5929114 4997251 858496 73367 43316 3067264 12361777 11077079 1500000 450000 134451 46042 1628 980 54693 99317 944065 908821 57266 35244 1261024 824970 15414155 15600896 723832 759635 49895 112500 1486300 876835 2260027 1748970 X 11600330 12888671 1553798 963255 13154128 13851926 15414155 15600896 697798 0 X X 0 1 X 1 0 X 3270734 2188024 5484858 2267772 2907528 16118916 3270734 2188024 5484858 2267772 2907528 16118916 7243876 8875040 173272 85954 50389 307084 503518 1120217 17239133 15639107 0.51480 0.50380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10523 205769 216292 4780959 4997251 399863 99966 0 0 360520 411206 393918 399863 1565507 2348261 154686 134135 232579 216292 737692 90130 102802 98480 99966 391378 587067 4084 3883 9579 10523 28069 241014 222502 18512 703051 686319 16732 35244 SECURITY DEPOSITS 47231 RIGHT OF USE ASSET 765412 ACCRUED INTEREST 12327 824970 LEASE LIABILITY 876835 876835 X 6907747 280835 280835 6626912 0 6626912 6209949 280835 280835 5929114 0 5929114 PART X, LINE 2: THE CHARTER CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE CHARTER CENTER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE CHARTER CENTER IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO FISCAL 2021. X 0 0 0 0 0 0 0 1 0 JAMES MERRIMAN CEO 306634 0 49000 0 396 0 38200 0 542 0 394772 0 0 0 CHRISTINA BROWN COO/SECRETARY 229692 0 19000 0 138 0 10104 0 17926 0 276860 0 0 0 COREY CALLAHAN DIRECTOR, LEGAL AFFAIRS 200970 0 14000 0 60 0 8601 0 542 0 224173 0 0 0 MELISSA KATZ DIRECTOR, THE CIE 123661 0 14000 0 54 0 6117 0 49421 0 193253 0 0 0 PART I, LINE 7 INDIVIDUALS RECEIVED BOARD-APPROVED PERFORMANCE-BASED BONUS WHICH WAS INCLUDED AS REPORTABLE COMPENSATION. THIS AMOUNT IS REPORTED IN PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 7A THE THREE FOUNDING FOUNDATIONS OF THE ORGANIZATION, THE PUMPKIN FOUNDATION, ROBERTSON FOUNDATION AND ROBIN HOOD FOUNDATION, EACH HAVE THE RIGHT TO APPOINT ONE DIRECTOR TO THE BOARD OF DIRECTORS (EACH A "FOUNDER DIRECTOR"). IF A FOUNDER DIRECTOR VACATES HIS OR HER SEAT BEFORE THE EXPIRATION OF THE TERM, SUCH VACANCY SHALL BE FILLED BY THE APPOINTMENT OF A DIRECTOR BY THE FOUNDATION THAT APPOINTED THE VACATING DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FINANCIAL MANAGER AND THE CEO REVIEW THE RETURN AND THEN FORWARD TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY REQUIRED CHANGES ARE MADE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. ANY CHANGES TO THEIR SIGNED STATEMENT ARE REQUIRED TO BE DISCLOSED IN WRITING TO THE DIRECTOR OF ADMINISTRATION TOGETHER WITH ALL MATERIAL FACTS. THE STATEMENTS ARE THEN REVIEWED BY THE CEO AND BOARD CHAIR. POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD CHAIR. THE BOARD'S INDEPENDENT DIRECTORS MAY OVERSEE THE ADOPTION, IMPLEMENTATION OF AND COMPLIANCE WITH THIS POLICY. THE BOARD MAY DELEGATE TO A DEFACTO AUDIT OR OTHER COMMITTEE REVIEW AND APPROVAL OF ANY RELATED PARTY TRANSACTION INVOLVING A RELATED PARTY AND THE CORPORATION, AS CONTAINED IN THIS POLICY; PROVIDED THAT IF THE RELATED PARTY TRANSACTION IS OF A MAGNITUDE THAT WOULD OTHERWISE REQUIRE FULL BOARD APPROVAL, THE COMMITTEE SHALL SUBMIT THE RELATED PARTY TRANSACTION TO THE BOARD FOR CONSIDERATION, PROVIDING ITS RECOMMENDATION AS TO WHETHER OR NOT TO APPROVE IT. IN THE EVENT THE BOARD DELEGATES THE REVIEW AND APPROVAL OF RELATED PARTY TRANSACTIONS TO A COMMITTEE, ALL REFERENCES TO BOARD IN THIS POLICY SHALL BE DEEMED TO REFER TO SUCH COMMITTEE AND ALL REFERENCES TO A MAJORITY OF THE BOARD SHALL BE DEEMED TO REFER TO A MAJORITY OF SUCH COMMITTEE. IN THE EVENT OF A CONFLICT, THE INDIVIDUAL WITH SUCH CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATION AND DECISION IN THE TRANSACTION. DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 PART VII, LINE 15A: THE BOARD DETERMINES AND APPROVES THE CEO'S COMPENSATION, GENERALLY ON AN ANNUAL BASIS. THE PROCESS INCLUDES A MANDATORY SELF-EVALUATION BY THE CEO AND THEREAFTER THE BOARD'S INDEPENDENT AND PRIVATE REVIEW OF THE CEO'S PERFORMANCE, THE RESULTS OF WHICH ARE THEN COMMUNICATED TO THE CEO. COMPENSATION FOR A PARTICULAR PERIOD IS MEMORIALIZED IN WRITING FROM THE BOARD CHAIR TO THE CENTER'S DIRECTOR OF ADMINISTRATION. IN DETERMINING COMPENSATION, THE BOARD LOOKS AT THE CEO'S PERFORMANCE, COMPENSATION TRENDS IN THE NOT-FOR-PROFIT SECTOR, THE FINANCIAL PERFORMANCE AND STATUS OF THE CHARTER CENTER AND COMPENSATION TRENDS FOR CENTER STAFF, WHICH IS PROVIDED TO THE BOARD. WHILE, THE BOARD HAS NO FIXED RULE IN THIS REGARD, CHANGES IN COMPENSATION FOR THE CEO HAS BEEN CONSISTENT WITH COMPENSATION TRENDS FOR CENTER EMPLOYEES. DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION IS APPROVED BY THE BOARD AND THE PROCESS WAS LAST UNDERTAKEN IN FISCAL YEAR 2024. PART VII, LINE 15B: THE COO'S COMPENSATION IS DETERMINED BY THE CEO, WITH INPUT FROM THE BOARD CHAIR AND THE COMPENSATION COMMITTEE. ALL COMPENSATION IS REVIEWED BY THE BOARD AS PART OF THEIR REVIEW OF THE ANNUAL BUDGET. DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION IS APPROVED BY THE BOARD AND THE PROCESS WAS LAST UNDERTAKEN IN FISCAL YEAR 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G SCORING CONSULTANTS: PROGRAM SERVICE EXPENSES 992,106. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 992,106. CONSULTANT: PROGRAM SERVICE EXPENSES 365,127. MANAGEMENT AND GENERAL EXPENSES 46,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 411,140. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 23,180. MANAGEMENT AND GENERAL EXPENSES 7,417. FUNDRAISING EXPENSES 309. TOTAL EXPENSES 30,906. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200.