2026-04-21T20:02:24-05:00 2025-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2024-07-01 200759687 NEW YORK CITY CENTER FOR CHARTER SCHOOL EXCELLENCE NEWY 2124378300 111 BROADWAY 604 NEW YORK NY 10006 JAMES MERRIMAN CHIEF EXECUTIVE OFFICER 2124378300 2026-04-21 1 1 SACHA RICHARDS P01378509 2017129800 2026-03-26 2024 2025-03-06 01:10:19Z NEW YORK CITY CHARTER SCHOOL CENTER JAMES MERRIMAN 111 BROADWAY 604 NEW YORK NY 10006 7733615 0 X WWW.NYCCHARTERSCHOOLS.ORG X 2004 NY TO SUPPORT THE GROWTH, SUCCESS & SUSTAINABILITY OF HIGH QUALITY PUBLIC CHARTER SCHOOLS IN NYC. 8 8 23 9 0 0 2907528 3930388 3215866 3280956 503518 522271 0 0 6626912 7733615 0 1500 0 0 2792114 2899018 0 0 74166 3137000 2880018 5929114 5780536 697798 1953079 15600896 21159511 1748970 5354506 13851926 15805005 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 4889085 1500 3280956 FOR THE PAST 21 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 THE CHARTER SCHOOL MODEL, 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 ND 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 NYCPS AND DISTRICT SCHOOLS TO TRANSFER LEARNINGS AND INNOVATIONS TO IMPROVE PUBLIC EDUCATION FOR ALL STUDENTS. OUR WORK DURING THE 2024-25 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 PUBLIC SCHOOLS ACCOUNTABLE FOR DELIVERING THE SUPPORTS AND SERVICES THAT CHARTER SCHOOLS ARE ENTITLED TO AS PART OF NYC'S PUBLIC EDUCATION SYSTEM. COLLABORATED WITH ADMINISTRATION & NYCPS LEADERSHIP 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 SCHOOLS' RECRUITMENT EFFORTS.- OFFERING NEARLY 200 REMOTE, HYBRID AND IN-PERSON TRAININGS/WORKSHOPS/PROFESSIONALDEVELOPMENT OPPORTUNITIES ANNUALLY, EXPOSING CHARTERS TO BEST PRACTICES IN THE FIELDS OF INCLUSIVE EDUCATION PROGRAMMING AND SUPPORTS AS WELL AS HUMAN RESOURCES, FINANCE AND OPERATIONS. INCLUDING DEVELOPMENT OF A NEW PD ON DEMAND PLATFORM OFFERS OVER 40 ONLINE COURSES TO MAKE IT EASIER FOR SCHOOL TEAMS TO LEARN ANYTIME, ANYWHERE. - SUPPORTING POTENTIAL AND START-UP CHARTER LEADERS, VIA NEW SCHOOL DEVELOPMENT SEMINARS, TO EMPOWER THOUGHTFUL SCHOOL DESIGNS AND STRONG OPERATIONAL PRACTICES. - CREATING AN ONLINE NYC CHARTER SCHOOL FINDER, THE FIRST DEFINITIVE GUIDE TO THE CITY'S 420 CHARTER SCHOOL CAMPUSES, HELPING FAMILIES TO LOCATE, EXPLORE DATA AND APPLY TO NYC CHARTER SCHOOLS. 4889085 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 57 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 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 THRU 12/2024, DIRECTOR 1.00 X X 0 0 0 MARK DUNETZ TREASURER EFF. 12/2024 1.00 X X 0 0 0 MELISSA AVILES-RAMOS 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 SPENCER ROBERTSON DIRECTOR 1.00 X 0 0 0 BASIL A SMIKLE JR DIRECTOR 1.00 X 0 0 0 DAVID C BANKS DIRECTOR EX-OFFICIO, THRU 9/23/24 1.00 X 0 0 0 CHRISTINA BROWN COO/SECRETARY 38.00 X 255030 0 29133 JAMES MERRIMAN CEO 38.00 X 304407 0 40912 COREY CALLAHAN DIRECTOR, LEGAL AFFAIRS 38.00 X 220620 0 10900 ERIK JOERSS DIRECTOR, GOVERNMENT AFFAIRS 38.00 X 144354 0 6386 EDITH LITT DIRECTOR, ADMINISTRATION 38.00 X 134341 0 5878 SHERITA SMITH DIRECTOR,SCHOOL SUPPORTS AND DEVELOPMENT 38.00 X 123940 0 33198 MELISSA KATZ DIRECTOR, THE CIE 38.00 X 148059 0 58415 OLGA NECHIPORENKO FINANCE MANAGER 38.00 X 103063 0 4580 1433814 0 189402 8 0 1 0 STRATEGIC MEASUREMENT AND EVALUATION IN 3768 ROME DRIVE SUITE B LAFAYETTE IN 47905 TESTING DATA SERVICES 992106 SCHOOLMINT INC 319 MONROE ST LAFAYETTE LA 70501 ENROLLMENT SOLUTION SERVICES 114637 2 3930388 3930388 PROGRAM REVENUE 611710 3280956 3280956 3280956 522271 522271 7733615 3280956 0 522271 X 1500 1500 848768 662562 140472 45734 1604935 1261893 331347 11695 50254 40340 9671 243 208138 168190 36345 3603 186923 148980 33647 4296 12685 12685 34875 34875 38700 38700 1423483 1412274 10831 378 268590 268590 57546 40528 16683 335 369758 316208 51703 1847 528656 407064 116305 5287 15311 13459 1852 11356 7186 4170 16683 11844 4672 167 44457 32307 11731 419 MEMBERSHIP/SUBSCRIPTION 33091 26931 6129 31 REPAIRS & MAINTENANCE 13146 10123 2892 131 PROFESSIONAL DEVLPMT 7805 7181 624 RECRUITMENT FEES 3876 540 3336 5780536 4889085 817285 74166 3067264 11977 11077079 15585440 450000 1200000 46042 71152 980 1221 99317 86550 944065 925504 35244 18561 824970 4184610 15600896 21159511 759635 955095 112500 116835 876835 4282576 1748970 5354506 X 12888671 13879259 963255 1925746 13851926 15805005 15600896 21159511 1953079 0 X X 0 1 X 1 0 X 2188024 5484858 2267772 2907528 3930388 16778570 2188024 5484858 2267772 2907528 3930388 16778570 8201541 8577029 85954 50389 307084 503518 522271 1469216 18247786 16587036 0.47000 0.51480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6353 220378 226731 4662354 4889085 394454 98614 0 0 411206 393918 399863 394454 1599441 2399162 134135 232579 216292 233084 816090 102802 98480 99966 98614 399862 599793 3883 9579 10523 6353 30338 241014 230152 10862 703051 695352 7699 18561 SECURITY DEPOSITS 119333 RIGHT OF USE ASSET 4065277 4184610 LEASE LIABILITY 4282576 4282576 X 7940367 206752 206752 7733615 0 7733615 5987288 206752 206752 5780536 0 5780536 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 2022. X 0 0 0 0 0 0 0 1 0 JAMES MERRIMAN CEO 304011 0 0 0 396 0 37322 0 3590 0 345319 0 0 0 CHRISTINA BROWN COO/SECRETARY 232892 0 22000 0 138 0 10362 0 18771 0 284163 0 0 0 COREY CALLAHAN DIRECTOR, LEGAL AFFAIRS 203560 0 17000 0 60 0 8840 0 2060 0 231520 0 0 0 MELISSA KATZ DIRECTOR, THE CIE 132005 0 16000 0 54 0 6535 0 51880 0 206474 0 0 0 SHERITA SMITH DIRECTOR,SCHOOL SUPPORTS AND DEVELOP 113380 0 10500 0 60 0 5490 0 27708 0 157138 0 0 0 ERIK JOERSS DIRECTOR, GOVERNMENT AFFAIRS 129216 0 15000 0 138 0 5846 0 540 0 150740 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 4 DURING THE TAX YEAR, THE ORGANIZATION AMENDED ITS BYLAWS TO MODIFY BOARD COMPOSITION AND DIRECTOR APPOINTMENT RIGHTS AS FOLLOWS: THE PUMPKIN FOUNDATION, ROBERTSON FOUNDATION, AND ROBIN HOOD FOUNDATION NO LONGER HAVE THE RIGHT TO APPOINT ONE DIRECTOR TO THE BOARD OF DIRECTORS. THE BYLAWS WERE REVISED TO PROVIDE THAT DIRECTORS ELECTED BY A MAJORITY VOTE OF THE BOARD (THE "ELECTED DIRECTORS") SHALL SERVE A TERM ENDING AT THE ANNUAL MEETING HELD TWO YEARS AFTER THEIR APPOINTMENT AND UNTIL THEIR SUCCESSORS ARE DULY ELECTED AND QUALIFIED. 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 2025. 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 2025. 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 913,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 913,833. PROGRAM CONSULTANT: PROGRAM SERVICE EXPENSES 469,308. MANAGEMENT AND GENERAL EXPENSES 250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 469,558. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 26,830. MANAGEMENT AND GENERAL EXPENSES 10,581. FUNDRAISING EXPENSES 378. TOTAL EXPENSES 37,789. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,303. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,303.