Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 45-3643984

COMPASS CHARTER SCHOOLS

Tax-exempt · THOUSAND OAKS, CA 91361

Financials

$32.4M$34.8M2023$35.9M$35.1M2024
Revenue Expenses · by fiscal year end
Financials of COMPASS CHARTER SCHOOLS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$35,932,052$35,124,960$807,092$17,444,317$9,538,004$7,906,313
June 30, 2024990$32,376,889$34,766,868-$2,389,979$15,572,311$8,498,738$7,073,573
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$35,777,027
of which government grants
$35,776,027
Program service revenue
$37,751
Investment income
$117,274
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$729,122
Other salaries and wages
$17,064,134
Salaries, compensation and benefits (total)
$24,396,891
Professional fundraising fees
$0
Legal fees
$304,837
Accounting fees
$447,618
Occupancy
$129,990
Travel
$144,035
Program services (functional)
$33,461,021
Management and general (functional)
$1,663,939

Balance sheet and other

Total assets, start of year
$15,572,314
Total assets, end of year
$17,444,317
Total liabilities, end of year
$9,538,004
Net assets, end of year
$7,906,313
Publicly traded securities
$876,544
Net assets without donor restrictions
$7,906,313
Gross receipts
$35,932,052
Employees
224
Volunteers
8
Year formed
2011
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ELIZABETH BRENNERSUPERINTENDENT & CEO
Officer
40$206,953$50,732
GREGORY COHENCHIEF ACADEMIC OFFICER
Highest-paid employee
40$166,784$42,870
LISA FISHMANCFO (THROUGH APRIL 2025)
Officer
40$165,887$26,700
SOPHIA TRIVINOCHIEF PEOPLE OFFICER
Highest-paid employee
40$157,482$25,905
ERIN SMITHDIRECTOR OF ACADEMIC SUPPORT
Highest-paid employee
40$134,929$36,445
REBECCA MACALPINEDIRECTOR OF ENGAGEMENT
Highest-paid employee
40$132,929$36,254
KASSANDRA WINGATEDIRECTOR OF STAFF SUPPORT
Highest-paid employee
40$133,429$28,940
DANIELLE GAMEZCFO (TO APRIL 2025)
Officer
40$130,628$14,324
THOMAS ARNETTBOARD CHAIR
Trustee or director, Officer
2$0$0
THERESE CHRISTOPHERSECRETARY
Trustee or director, Officer
2$0$0
DR MINITA CLARKTREASURER
Trustee or director, Officer
2$0$0
SAMANTHA HERRODPARENT REPRESENTATIVE
Trustee or director
2$0$0
HEATHER HARDYDIRECTOR
Trustee or director
2$0$0
COREY RILEYDIRECTOR
Trustee or director
2$0$0
DR WILLIAM STINDEDIRECTOR
Trustee or director
2$0$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
ELIZABETH BRENNERSUPERINTENDENT & CEO
Officer
40$196,915$47,548
DEBRA STEPHANDIRECTOR OF COUNSELING
Highest-paid employee
40$133,590$37,182
LISA FISHMANCHIEF OPERATIONS OFFICER
Officer
40$155,878$11,800
ERIN SMITHDIRECTOR OF ACADEMIC SUPPORT
Highest-paid employee
40$123,966$35,354
JANAE SMITHDIRECTOR OF ONLINE LEARNING
Highest-paid employee
40$123,867$35,335
REBECCA MACALPINEDIRECTOR OF ENGAGEMENT
Highest-paid employee
40$122,572$35,089
SOPHIA DANIELLE TRIVINOCHIEF PEOPLE OFFICER
Highest-paid employee
40$128,385$11,800
THOMAS ARNETTCHAIR
Trustee or director, Officer
2$0$0
THERESE CHRISTOPHERSECRETARY
Trustee or director, Officer
2$0$0
WILLIAM STINDETREASURER
Trustee or director, Officer
2$0$0
LAINIE ROWELLDIRECTOR
Trustee or director
2$0$0
SAMANTHA HERRODDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
850 HAMPSHIRE RD STE R, THOUSAND OAKS, CA 91361-6006
In care of
% J J LEWIS
Principal officer (990 for 2024)
ELIZABETH BRENNER, 850 HAMPSHIRE ROAD SUITE R, THOUSAND OAKS, CA 91361
Signed the 990
ELIZABETH BRENNER, CHIEF EXECUTIVE OFFICER
Phone
(617) 290-5319
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION OPERATED THREE (3) PUBLIC CHARTER SCHOOLS FOR STUDENTS IN GRADES K-12 IN CALIFORNIA IN THE COUNTIES OF SAN DIEGO, YOLO AND LOS ANGELES. THE ORGANIZATION OFFERS A CUSTOMIZED LEARNING PROGRAM FOR STUDENTS TO ENGAGE IN AN EXCEPTIONAL LEARNING EXPERIENCE THAT BLENDS INNOVATIVE ONLINE LEARNING WITH CRITICAL FACE-TO-FACE AND LAB TIME. STUDENTS LEARN BEST WHEN THEIR EDUCATION IS TAILORED TO THEIR SPEICIFIC NEEDS, WHICH IS WHY A KEY TENANT OF THE PHILOSOPHY AT COMPASS IS FLEXIBILITY. THE FLEXIBILITY OF BLENDING LEARNING PROVIDES CHOICE FORSTUDENTS. STUDENTS HAVE THE FLEXIBILITY TO PARTICIPATE IN A WIDE VARIETY OF EVENTS, ACTIVITIES, AND EXPERIENCES THAT ENHANCE THE LEARNING EXPERIENCE.
    Expenses $33,461,021 · revenue $37,751

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
45-3643984
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$17,444,317
Income (IRS master file)
$35,932,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$35,932,052$35,124,960$17,444,317XML
990June 2024$32,376,889$34,766,868$15,572,311IRS
990June 2023$33,061,739$33,173,893$15,542,301IRS
990June 2022$30,011,108$31,198,393$14,426,755IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about COMPASS CHARTER SCHOOLS

What is the EIN of COMPASS CHARTER SCHOOLS?
The employer identification number (EIN) of COMPASS CHARTER SCHOOLS is 45-3643984.
Is COMPASS CHARTER SCHOOLS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to COMPASS CHARTER SCHOOLS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMPASS CHARTER SCHOOLS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COMPASS CHARTER SCHOOLS due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMPASS CHARTER SCHOOLS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COMPASS CHARTER SCHOOLS?
The 990 for the year ended June 30, 2025 names ELIZABETH BRENNER.
Who are the officers and directors of COMPASS CHARTER SCHOOLS?
The 990 for the year ended June 30, 2025 lists 15 people; 8 received compensation from the organization, the highest $206,953 (ELIZABETH BRENNER, SUPERINTENDENT & CEO).
How much revenue does COMPASS CHARTER SCHOOLS have?
On its 990 for the year ended June 30, 2025 it reported revenue of $35,932,052, expenses of $35,124,960 and total assets of $17,444,317 at year end.

Other nonprofits in THOUSAND OAKS

All nonprofits in THOUSAND OAKS · California · Education