2024-05-15T21:40:06-04:00 2023-06-30 270630496 CHAVAN & ASSOCIATES LLP 15105 CONCORD CIRCLE SUITE 130 MORGAN HILL CA 95037 990 2022-07-01 462155826 INNOVATE PUBLIC SCHOOLS INNO 6505626200 1400 PARKMOOR AVE 240 SAN JOSE CA 951611540 MICHELLE VILCHEZ CEO 6505626200 2024-05-15 true MICHELLE VILCHEZ 999009999 false SHELDON CHAVAN P01001593 4082178749 2024-05-15 2022 2023-04-26 12:10:37Z MICHELLE VILCHEZ 1400 PARKMOOR AVE SAN JOSE CA 95126 7717693 false X WWW.INNOVATESCHOOLS.ORG X 2013 CA BUILD THE PARENT AND COMMUNITY DEMAND FOR WORLD-CLASS PUBLIC SCHOOLS, AND TO ACCELERATE THE GROWTH OF THESE SCHOOLS, PARTICULARLY FOR LOW-INCOME STUDENTS, STUDENTS OF COLORS, AND STUDENTS WITH SPECIAL NEEDS. 9 9 60 25 0 7724055 6548926 197273 245102 26647 146058 8339 0 7956314 6940086 156000 0 0 5627377 5551728 41544 0 0 1866580 2014091 7691501 7565819 264813 -625733 9500966 8687484 591854 381802 8909112 8305682 X BUILD THE PARENT AND COMMUNITY DEMAND FOR WORLD-CLASS PUBLIC SCHOOLS, AND TO ACCELERATE THE GROWTH OF THESE SCHOOLS, PARTICULARLY FOR LOW-INCOME STUDENTS, STUDENTS OF COLORS, AND STUDENTS WITH SPECIAL NEEDS. false false 1581524 245102 RESEARCH, POLICY, AND COMMUNICATION. - THE ORGANIZATION PUBLISHES ACTIONABLE RESEARCH AND DATA ON SCHOOL QUALITY, DESIGNED TO SHOW THE URGENCY OF IMPROVING PUBLIC SCHOOLS, PARTICULARLY FOR HISTORICALLY UNDERSERVED STUDENTS. THROUGH PUBLIC EVENTS, WORKSHOPS, AND ONLINE RESOURCES, THE ORGANIZATION WORKS TO GET THIS RESEARCH AND DATA INTO THE HANDS OF PARENTS, PUBLIC OFFICIALS, BUSINESS LEADERS, SCHOOL LEADERS, AND LOCAL EDUCATION ADVOCATES. 2987950 "PARENT ORGANIZING - PARENTS HAVE A UNIQUE AND CRITICAL ROLE IN IMPROVING PUBLIC SCHOOLS. INNOVATE PUBLIC SCHOOLS SUPPORTS PARENTS ACROSS THE NATION TO BUILD ORGANIZATIONS IN THEIR COMMUNITIES THAT CAN SUCCESSFULLY ADVOCATE FOR BETTER SCHOOLS AND HOLD THE SYSTEM ACCOUNTABLE TO THE NEEDS OF THEIR CHILDREN. THE ORGANIZATION ALSO TRAINS AND DEVELOPS PROFESSIONAL COMMUNITY ORGANIZERS AND PARENT VOLUNTEER LEADERS FROM ACROSS THE COUNTRY THROUGH THE COMMUNITY ORGANIZER TRAINING PROGRAM AND NATIONAL PARENT LEADER INSTITUTE. 166320 SCHOOLS - THE ORGANIZATION WORKS TO ACCELERATE THE GROWTH OF HIGH-QUALITY PUBLIC SCHOOLS FOR UNDERSERVED CHILDREN. THE ORGANIZATION'S MAJOR SCHOOL SUPPORT EFFORTS ARE THE WORLD-CLASS SCHOOLS FELLOWSHIP PROGRAM. THE ORGANIZATION LAUNCHED THE FELLOWSHIP IN FALL 2013. THIS IS THE ORGANIZATION'S FLAGSHIP PROGRAM TO PREPARE SCHOOL LEADERSHIP TEAMS FROM BOTH DISTRICT AND NONPROFIT PUBLIC CHARTER SCHOOLS TO LAUNCH EXCELLENT NEW PUBLIC SCHOOLS. THE FELLOWSHIP PROVIDES A HOLISTIC SET OF SUPPORTS TAILORED TO THE NEEDS OF EACH ORGANIZATION. IN FISCAL YEAR 22-23, THE SCHOOLS PROGRAM HAS BEEN SUNSETTING. 675083 LOBBYING - THE LOBBYING EFFORTS AT THE STATE LEVEL HAVE BEEN PRIMARILY ON THE CALIFORNIA STATE BUDGET AND THE ALLOCATION OF INCREASED MONETARY INVESTMENTS IN THE STATE BUDGET TOWARD EDUCATION RELATED ACTIVITIES, PARTICULARLY AS IT RELATES TO COVID-19 RELIEF EFFORTS, LEARNING LOSS RECOVERY AND HIGH-QUALITY TUTORING. NONE OF THIS FUNDING WILL GO DIRECTLY TO INNOVATE PUBLIC SCHOOLS. STATEWIDE - INNOVATE ORGANIZES THOUSANDS OF PARENTS THROUGHOUT CALIFORNIA. IN 2022, 14 PARENT LEADERS WERE NOMINATED TO SERVE ON INNOVATE'S CA STATEWIDE PARENT LEADER BOARD. THE CA STATEWIDE PARENT LEADER BOARD IS A BODY OF VOLUNTEER PARENT LEADERS REPRESENTING THOUSANDS OF BLACK AND LATINO PARENTS, PARENTS OF STUDENTS WITH LEARNING DIFFERENCES, AND PARENTS OF ENGLISH LEARNERS. PARENT LEADERS LIVE AND WORK IN LOS ANGELES, SAN FRANCISCO, SAN JOSE, REDWOOD CITY, AND EAST PALO ALTO. CANVASSING - CANVASSING IS THE INITIAL POINT OF CONTACT TO GET THEM TO KNOW INNOVATE AND THE WORK THAT WE DO, "PROSPECTING". 675083 5410877 true true false true false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 42 0 true 60 true false false false false false true true false false false false false false X 9 9 false false false false false false false true true false false false true true true true true true true false CA X X FINANCIAL ADMIN SUP SERVICES 4085138700 3180 NEWBERRY DR SUITE 200 SAN JOSE CA 95118 X ROCSANA ENRIQUEZ VICE CHAIR 1.00 X X 0 0 0 ALEX CORTEZ SECRETARY 1.00 X X 0 0 0 JON DEAN TREASURER 1.00 X X 0 0 0 JAMILAH PRINCE-STEWART DIRECTOR 1.00 X 0 0 0 ANTONIO GUTIERREZ DIRECTOR 1.00 X 0 0 0 KATHY DOMINGUEZ DIRECTOR 1.00 X 0 0 0 ORSON AGUILAR DIRECTOR 1.00 X 0 0 0 PASTOR PETER WATTS DIRECTOR 1.00 X 0 0 0 MICHELLE VILCHEZ CEO 40.00 X 0 0 0 VINCENT QUAN DIRECTOR 1.00 X 0 0 0 false false false 6548926 1277607 6548926 CONTRACT REVENUE 611710 245102 245102 245102 80239 80239 843426 777607 65819 65819 65819 6940086 310921 80239 4661517 3304664 1356853 507573 391629 115944 382638 274035 108603 517432 205220 312212 300 300 40695 27320 13375 143564 82747 60817 228444 190093 38351 705331 692900 12431 35782 27164 8618 28779 21869 6910 RENT 228673 174020 54653 STAFF DEVELOPMENT 41067 41067 GIFTS 17031 9945 7086 EQUIPMENT 12918 5536 7382 14075 3735 10340 7565819 5410877 2154942 0 5728897 2625175 3176061 3247358 419500 2635371 654 1655 94597 72538 561156 506660 61337 54496 19920 50891 9500966 8687484 591854 376802 5000 591854 381802 X 6028918 4463814 2880194 3841868 8909112 8305682 9500966 8687484 -625733 22303 X false true X true false X 2564273 7600571 8811609 7724055 6548926 33249434 2564273 7600571 8811609 7724055 6548926 33249434 15626858 17622576 35480 33718 318 3009 80239 152764 33402198 245102 0.52760 0.55030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23965 14452 38417 7527402 7565819 528291 132073 539526 534575 528291 1602392 2403588 53982 47504 38417 139903 134882 133644 132073 400599 600899 16953 24762 23965 65680 SCHEDULE C, PART II-A NO LOBBYING IN YEARS NOT COMPLETED. SCHEDULE C, PART IV OUR LOBBYING EFFORTS AT THE STATE LEVEL HAVE BEEN PRIMARILY ON THE CALIFORNIA STATE BUDGET AND THE ALLOCATION OF INCREASED MONETARY INVESTMENTS IN THE STATE BUDGET TOWARDS EDUCATION RELATED ACTIVITIES, PARTICULARLY AS IT RELATES TO COVID RELIEF FOR UNDERSERVED STUDENTS. IN ADDITION, LOBBYING EFFORTS OCCURRED TOWARD INCREASING MENTAL HEALTH SERVICES MONIES THAT COUNTIES ACROSS THE STATE RECEIVED FROM PROP 63 AND THE ANNUAL STATE BUDGET AND ADVOCACY IN THE STATE BUDGET TOWARDS DIRECT FUNDING FOR NON PROFITS AFTER SCHOOL PROVIDERS REGARDING COVID RELIEF RELATED TO LEARNING LOSS, TUTORING, AND SOCIAL EMOTIONAL WELL BEING AND RECOVERY. 302299 288771 13528 258857 217889 40968 54496 X 7699076 22303 736687 758990 6940086 6940086 8302506 736687 736687 7565819 7565819 SCHEDULE D, PAGE 3, PART X INNOVATE PUBLIC SCHOOLS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION DOES NOT HAVE ANYSIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X 2 1277607 FAIR VALUE false false false FORM 990, PAGE 2, PART III, LINE 4D LOBBYING - THE LOBBYING EFFORTS AT THE STATE LEVEL HAVE BEEN PRIMARILY ON THE CALIFORNIA STATE BUDGET AND THE ALLOCATION OF INCREASED MONETARY INVESTMENTS IN THE STATE BUDGET TOWARD EDUCATION RELATED ACTIVITIES, PARTICULARLY AS IT RELATES TO COVID-19 RELIEF EFFORTS, LEARNING LOSS RECOVERY AND HIGH-QUALITY TUTORING. NONE OF THIS FUNDING WILL GO DIRECTLY TO INNOVATE PUBLIC SCHOOLS. STATEWIDE - INNOVATE ORGANIZES THOUSANDS OF PARENTS THROUGHOUT CALIFORNIA. IN 2022, 14 PARENT LEADERS WERE NOMINATED TO SERVE ON INNOVATE'S CA STATEWIDE PARENT LEADER BOARD. THE CA STATEWIDE PARENT LEADER BOARD IS A BODY OF VOLUNTEER PARENT LEADERS REPRESENTING THOUSANDS OF BLACK AND LATINO PARENTS, PARENTS OF STUDENTS WITH LEARNING DIFFERENCES, AND PARENTS OF ENGLISH LEARNERS. PARENT LEADERS LIVE AND WORK IN LOS ANGELES, SAN FRANCISCO, SAN JOSE, REDWOOD CITY, AND EAST PALO ALTO. CANVASSING - CANVASSING IS THE INITIAL POINT OF CONTACT TO GET THEM TO KNOW INNOVATE AND THE WORK THAT WE DO, "PROSPECTING". FORM 990, PAGE 6, PART VI, LINE 11B REVIEWED BY DIRECTOR OF FINANCE AND CEO PRIOR TO SUBMISSION. PROVIDED TO BOARD FOR REVIEW (PRIOR TO SUBMISSION IF AVAILABLE) VIA EMAIL. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY KEY EMPLOYEES ARE REQUIRED TO READ AND ACKNOWLEDGE THAT THEY HAVE READ THE CONFLICTS OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DISCLOSED, THAT PERSON IS EXCLUDED FROM ANY DECISION-MAKING REGARDING THE PERSON OR CONTRACT THAT MIGHT PRESENT A CONFLICT OF INTEREST. FOR EXAMPLE, IF TWO EMPLOYEES ARE MARRIED, WE ENSURE THEY DO NOT REPORT TO EACH OTHER, NOR DO THEY HAVE ANY CONTROL OVER THE SALARY OR PERFORMANCE EVALUATION OF THE OTHER. IF AN EMPLOYEE HAS A PERSONAL RELATIONSHIP WITH A POTENTIAL VENDOR, WE FOLLOW A FORMAL PROCESS TO EVALUATE MULTIPLE POTENTIAL VENDORS, AND A TEAM OF PEOPLE ASSESS THE RELATIVE MERITS OF THE VENDORS, AND A CONTRACT IS AWARDED BASED ON THIS DETERMINATION. THE EMPLOYEE WITH THE POTENTIAL CONFLICT OF INTEREST IS EXCLUDED FROM ANY DISCUSSION OR DECISION-MAKING ABOUT THE DECISION TO CONTRACT WITH THE POTENTIAL VENDOR. FORM 990, PAGE 6, PART VI, LINE 15A STEPS IN THE SALARY DETERMINATION PROCESS: WITHOUT THE CEO PRESENT, THE BOARD HELD AN EXECUTIVE SESSION TO REVIEW THE 2017 PERFORMANCE OF THE CEO. IT WAS DECIDED THAT THE CEO HAD EXCEEDED EXPECTATIONS AND TO ALIGN THE SALARY INCREASE CLOSELY WITH THE ORGANIZATION-WIDE POLICY. BOARD CONSENSUS ON THE PERFORMANCE REVIEW (INCLUDING SALARY) WAS CONFIRMED VIA EMAIL ONCE FINAL DOCUMENTS WERE COMPLETE. THE CEO WAS NOT PART OF THAT EMAIL. THE BOARD CHAIR DISCUSSED THE PERFORMANCE REVIEW (INCLUDING SALARY) WITH THE CEO ON BEHALF OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CEO AND APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. NO LOBBYING IN YEARS NOT COMPLETED.