Form 990 for tax year 2023
Filed by NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS.
Totals
- Total revenue
- $5,198,587
- Total expenses
- $5,154,289
- Contributions and grants received
- $4,107,851
- Grants paid
- $0
- Program service revenue
- $1,086,997
- Investment income
- $3,739
- Other revenue
- $0
- Total assets, end of year
- $3,597,934
- Total liabilities, end of year
- $708,810
- Net assets or fund balances, end of year
- $2,889,124
- Program services expenses (Part IX)
- $4,322,191
- Management and general expenses
- $520,878
- Fundraising expenses
- $311,220
- Program service expenses (Part III)
- $4,322,191
Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$196,700
-
1f · All other contributions, gifts and grants
$3,911,151
-
2a · Program service revenue: CONTRACT REVENUE
total $799,856 · related or exempt $799,856
-
2b · Program service revenue: CONFERENCE FEES
total $287,141 · related or exempt $287,141
-
3 · Investment income
total $3,739 · excluded $3,739
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $945,200 · program services $661,773 · management and general $145,251 · fundraising $138,176
-
7 · Other salaries and wages
total $1,430,182 · program services $1,008,726 · management and general $365,937 · fundraising $55,519
-
8 · Pension plan contributions
total $64,585 · program services $45,309 · management and general $15,976 · fundraising $3,300
-
9 · Other employee benefits
total $245,282 · program services $168,375 · management and general $62,852 · fundraising $14,055
-
10 · Payroll taxes
total $162,218 · program services $113,239 · management and general $36,173 · fundraising $12,806
-
11b · Fees: legal
total $25,142 · management and general $25,142
-
11c · Fees: accounting
total $67,049 · management and general $67,049
-
11d · Fees: lobbying
total $44,000 · program services $44,000
-
11g · Fees: other
total $1,223,438 · program services $806,551 · management and general $411,887 · fundraising $5,000
-
13 · Office expenses
total $154,710 · program services $130,598 · management and general $23,776 · fundraising $336
-
14 · Information technology
total $199,463 · program services $30,452 · management and general $169,011
-
16 · Occupancy
total $1,937 · management and general $1,937
-
17 · Travel
total $164,418 · program services $112,100 · management and general $40,168 · fundraising $12,150
-
19 · Conferences, conventions and meetings
total $318,434 · program services $287,423 · management and general $29,821 · fundraising $1,190
-
22 · Depreciation, depletion and amortization
total $25,122 · management and general $25,122
-
23 · Insurance
total $30,652 · management and general $30,652
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $24,984 · program services $24,099 · management and general $485 · fundraising $400
-
24b · Other expenses: BANK AND MERCHANT FES
total $21,176 · program services $12,945 · management and general $8,231
-
24c · Other expenses: TRAINING & RECRUITMENT
total $6,297 · program services $4,324 · management and general $1,973
-
24d · Other expenses: CAPACITY COST POOL
program services $750,401 · management and general -$804,434 · fundraising $54,033
-
24e · All other expenses
program services $121,876 · management and general -$136,131 · fundraising $14,255
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $544,602 · end of year $253,876
-
2 · Savings and temporary cash investments
beginning of year $2,299,090 · end of year $2,582,830
-
3 · Pledges and grants receivable
beginning of year $500,000
-
4 · Accounts receivable
beginning of year $621,566 · end of year $431,602
-
9 · Prepaid expenses and deferred charges
beginning of year $153,437 · end of year $138,071
-
10a · Land, buildings and equipment: cost or other basis
$776,518
-
10b · Land, buildings and equipment: accumulated depreciation
$725,409
-
10c · Land, buildings and equipment, net
beginning of year $70,873 · end of year $51,109
-
15 · Other assets
beginning of year $292,103 · end of year $140,446
-
17 · Accounts payable and accrued expenses
beginning of year $217,689 · end of year $403,588
-
19 · Deferred revenue
beginning of year $1,022,596 · end of year $260,755
-
25 · Other liabilities
beginning of year $396,560 · end of year $44,467
-
27 · Net assets without donor restrictions
beginning of year $2,106,753 · end of year $2,407,618
-
28 · Net assets with donor restrictions
beginning of year $738,073 · end of year $481,506
Mission and programs · 2023
Mission
TO PROMOTE THE ESTABLISHMENT AND OPERATION OF QUALITY CHARTER SCHOOLS THROUGH RESPONSIBLE OVERSIGHT IN THE PUBLIC INTEREST. NACSA SERVES THE EDUCATION AND RESOURCE NEEDS OF THE FULL RANGE OF CHARTERING AUTHORITIES ACROSS THE COUNTRY, WHOSE WORK IS VITAL TO ENHANCING EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND SERVICING THE NEEDS OF PARENTS, EDUCATORS AND COMMUNITY LEADERS FOR GREATER EDUCATIONAL ACCOUNTABILITY OF OUR PUBLIC SCHOOLS.
Activities or mission (Part I)
PROMOTE ESTABLISHMENT AND OPERATION OF QUALITY CHARTER SCHOOLS THROUGH RESPONSIBLE OVERSIGHT IN THE PUBLIC INTEREST.
-
POLICY AND COMMUNICATION NACSA ENGAGES PUBLIC OFFICIALS AND EDUCATION POLICY ORGANIZATIONS ACROSS THE NATION TO ADVANCE STRONG CHARTER SCHOOL AUTHORIZING POLICIES AND PRACTICES. NACSA COLLABORATES WITH CHARTER AND EDUCATION POLICY ORGANIZATIONS TO PROVIDE DATA AND EVIDENCE TO INFLUENCE POLICYMAKERS AND PROMOTE POLICIES THAT IMPROVE OUTCOMES FOR STUDENTS. AS AN INDEPENDENT VOICE FOR QUALITY CHARTER SCHOOL AUTHORIZING, NACSA ALSO SERVES AS A LEADERSHIP ORGANIZATION IN THE CHARTER SECTOR AND HELPS NATIONAL AND LOCAL MEDIA INTERPRET HOW EVENTS IN THE NEWS ARE IMPACTING CHARTER SCHOOL PERFORMANCE AND OVERSIGHT.
Expenses $1,362,541
-
TECHNICAL SUPPORT TECHNICAL SUPPORT SERVICES PROVIDE AN ARRAY OF TARGETED ACTIVITIES TO MEET AN AUTHORIZER'S NEEDS. NACSA AIMS TO MEET AUTHORIZERS WHERE THEY ARE AND HELP THEM SET A PATH FOR DEVELOPMENT AND IMPROVEMENT. SERVICES RANGE FROM PLANNING AND EVALUATION TO RESOURCE DEVELOPMENT TO DECISION MANAGEMENT. RESOURCE DEVELOPMENT INCLUDES POLICIES, PROTOCOLS, AND KEY CHARTERING TEMPLATES SUCH AS A STATE SPECIFIC OR CONTEXT-TAILORED PERFORMANCE FRAMEWORK. IT ALSO INCLUDES GUIDANCE ON EFFECTIVE PRACTICES RELATED TO APPLICATION DECISION MAKING, SCHOOL MONITORING AND OVERSIGHT, PERFORMANCE MANAGEMENT, RENEWAL DECISION MAKING, AND SCHOOL CLOSURE. DECISION MANAGEMENT SERVICES ALLOW AUTHORIZERS TO RELY ON NACSA TO DEVELOP AND MANAGE RIGOROUS, MERIT-BASED PROCESSES FOR KEY AUTHORIZER DECISIONS INCLUDING DECISIONS ABOUT WHETHER TO APPROVE NEW SCHOOL APPLICATIONS. NACSA'S PURPOSE IS TO HELP AUTHORIZERS MAINTAIN HIGH STANDARDS AND PUBLIC ACCOUNTABILITY FOR CHARTER SCHOOLS WHILE RESPECTING THE AUTONOMY THAT IS AN ESSENTIAL COMPONENT OF THE CHARTER IDEA. IN PURSUIT OF THAT GOAL, NACSA'S PRINCIPLES & STANDARDS OF QUALITY CHARTER AUTHORIZING (PRINCIPLES & STANDARDS) PROVIDES THE FOUNDATION FOR THE DELIVERY OF TECHNICAL SUPPORT SERVICES. FIRST PUBLISHED IN 2004 AND MOST RECENTLY UPDATED IN 2018, THESE PROFESSIONAL STANDARDS ARE USED TO GUIDE AUTHORIZING PRACTICES ACROSS THE COUNTRY AND ARE REFERENCED IN STATE STATUTES. NACSA'S PRINCIPLES & STANDARDS REFLECT BEST PRACTICES IDENTIFIED THROUGH YEARS OF EXPERIENCE IN WORKING WITH AUTHORIZING AGENCIES OF ALL TYPES AND SIZES ACROSS THE COUNTRY. THE PRINCIPLES ARTICULATE CORE BELIEFS THAT UNDERGIRD QUALITY CHARTER SCHOOL AUTHORIZING, WHILE THE STANDARDS DESCRIBE ESSENTIAL AUTHORIZING RESPONSIBILITIES AND IMPORTANT ELEMENTS IN CARRYING THEM OUT. THE PRINCIPLES & STANDARDS ARE A PRACTICAL GUIDE TO UNDERSTANDING AND FULFILLING THE CRITICAL RESPONSIBILITIES OF CHARTER SCHOOL AUTHORIZERS. THESE GUIDELINES ARE DISSEMINATED AND SHARED WITH AUTHORIZERS, INFORM STATE AND FEDERAL LEGISLATION, AND SERVE AS THE BASIS FOR EVALUATION OF AUTHORIZER PRACTICES.
Expenses $1,204,035 · Revenue $637,841
-
HUMAN CAPITAL NACSA RECOGNIZES THE IMPACT OF HUMAN CAPITAL NEEDS OF THE NATIONS CHARTER SCHOOL AUTHORIZERS ON THE OVERALL IMPROVEMENT OF QUALITY IN THE SECTOR. NACSAS HUMAN CAPITAL INITIATIVES WORK TO INCREASE THE NUMBER OF QUALITY INDIVIDUALS ENTERING THE FIELD, TO CULTIVATE AND DEVELOP HIGHPOTENTIAL TALENT ALREADY WORKING IN AUTHORIZING, AND TO BUILD A POWERFUL NETWORK OF CURRENT AND FUTURE EFFECTIVE LEADERS TO HELP RETAIN THEM IN THE SECTOR. NACSAS INITIATIVES IN THESE AREAS INCLUDE ITS LEADERS PROGRAM, THE LEADERS ALUMNI PROGRAM, AN INTRODUCTORY BOOTCAMP DELIVERED IN MULTIPLE MEDIUMS, VARIOUS COHORTS RESPONDING TO CONTEXTUAL AND LANDSCAPE-BASED NEEDS, AND OTHER TARGETED ASYNCHRONOUS AND SYNCHRONOUS LEARNING OPPORTUNITIES.
Expenses $362,774 · Revenue $162,015
-
RESEARCH AND EVALUATION NACSAS RESEARCH FOCUSES ON IDENTIFYING AND TRACKING ACTIVE CHARTER AUTHORIZERS NATIONWIDE; ANALYZING THE ACADEMIC PERFORMANCE OF AUTHORIZER CHARTER SCHOOL PORTFOLIOS; INVESTIGATING THE IMPLEMENTATION OF CHARTER SCHOOL AUTHORIZING PRACTICES NATIONALLY; AND PURSUING RESEARCH THAT INFORMS NACSAS POLICY AND ADVOCACY OBJECTIVES. NACSAS RESEARCH AND EVALUATION TEAM IS ALSO CHARGED WITH EVALUATING NACSAS PROGRESS TOWARD ITS STRATEGIC PLAN GOALS. ANNUAL CONFERENCE NACSA CONDUCTS ITS OWN ANNUAL CONFERENCE EACH FALL, MOST RECENTLY VIRTUALLY HOSTING OVER 900 AUTHORIZERS FROM ACROSS THE COUNTRY. THE CONFERENCE FEATURES NATIONALLY RECOGNIZED KEYNOTE AND PLENARY SPEAKERS AND A CHOICE OF MORE THAN 40 HIGHLY INTERACTIVE AND PRACTICE-ORIENTED WORKSHOPS DEVELOPED BY AND FOR CHARTER AUTHORIZERS AND FOCUSED ON ISSUES OF TOPICAL IMPORTANCE TO ALL WHO ARE DEDICATED TO ADVANCING CHARTER SCHOOLS. MEMBERSHIP NACSA WAS FOUNDED BY AND CONTINUES TO SERVE A DIVERSE ARRAY OF AUTHORIZING AGENCIES INCLUDING STATE EDUCATION AGENCIES, SCHOOL DISTRICTS, COLLEGES AND UNIVERSITIES, SPECIAL PURPOSE OR INDEPENDENT CHARTERING BOARDS, MUNICIPALITIES, AND PRIVATE NOT-FOR-PROFIT ORGANIZATIONS. SEVERAL ACTIVE AND FORMER AUTHORIZERS SERVE ALONG WITH NON-AUTHORIZERS ON THE NACSA BOARD OF DIRECTORS. NACSA PUBLISHES ISSUE BRIEFS, CASE STUDIES, AND MONOGRAPHS. NACSA ALSO HOSTS A WEBINAR SERIES, CREATES OPPORTUNITIES FOR SHARED LEARNING VIA VIRTUAL COHORTS, AND FACILITATES MEETINGS THAT BRING TOGETHER MEMBERS TO DISCUSS SPECIAL TOPICS OF COMMON CONCERN. MEMBER FEEDBACK IS ALSO SOLICITED THROUGHOUT THE YEAR AND NACSA CONTINUES TO FIND WAYS TO FACILITATE SHARING AND DIALOGUE AMONG MEMBERS. MEMBERS ARE ALSO CONNECTED TO OTHER NACSA DIVISIONS IF THEY SEEK ADDITIONAL KNOWLEDGE OR ARE LOOKING FOR MORE CUSTOMIZED RESOURCES.
Expenses $1,392,841 · Revenue $287,141
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joseph EscobedoJOSEPH ESCOBEDO
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ebony LeeEBONY LEE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kathryn Mullen UptonKATHRYN MULLEN UPTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Robbyn WahbyROBBYN WAHBY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sara MeadSARA MEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve CanaveroSTEVE CANAVERO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Frederick HessFREDERICK HESS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Elliot SmalleyELLIOT SMALLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kelli PetersonKELLI PETERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Carlos LejnieksCARLOS LEJNIEKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott BessSCOTT BESS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Alison Bagg - OutgoingALISON BAGG - OUTGOING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mashea Ashton - OutgoingMASHEA ASHTON - OUTGOING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott Pearson - OutgoingSCOTT PEARSON - OUTGOING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Marcus Karega RauschMARCUS KAREGA RAUSCH
CEO
- Total calculated
- $339,768
- From this org
- $286,372
- From related orgs
- $0
- Other
- $53,396
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $286,028
- Bonus
- not reported
- Other
- $344
- Deferred
- $10,205
- Nontaxable benefits
- $43,191
- Filer's total
- $339,768
-
Brian Graham - OutgoingBRIAN GRAHAM - OUTGOING
CFO
- Total calculated
- $175,229
- From this org
- $154,228
- From related orgs
- $0
- Other
- $21,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,018
- Bonus
- not reported
- Other
- $210
- Deferred
- $6,161
- Nontaxable benefits
- $14,840
- Filer's total
- $175,229
-
Guerschmide Saint-Ange - ChiefGUERSCHMIDE SAINT-ANGE - CHIEF
OPERATING OF
- Total calculated
- $208,346
- From this org
- $159,716
- From related orgs
- $0
- Other
- $48,630
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,500
- Bonus
- not reported
- Other
- $216
- Deferred
- $6,691
- Nontaxable benefits
- $41,939
- Filer's total
- $208,346
-
Elisa Westapher - Chief DevelopmentELISA WESTAPHER - CHIEF DEVELOPMENT
& BUSINESS O
- Total calculated
- $207,680
- From this org
- $154,470
- From related orgs
- $0
- Other
- $53,210
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,175
- Bonus
- not reported
- Other
- $295
- Deferred
- $5,471
- Nontaxable benefits
- $47,739
- Filer's total
- $207,680
-
Veronica Brooks - Vp Of PolicyVERONICA BROOKS - VP OF POLICY
INSTITUTIONA
- Total calculated
- $200,403
- From this org
- $161,002
- From related orgs
- $0
- Other
- $39,401
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,786
- Bonus
- not reported
- Other
- $216
- Deferred
- $6,522
- Nontaxable benefits
- $32,879
- Filer's total
- $200,403
-
Kristin Miller - Senior PartnerKRISTIN MILLER - SENIOR PARTNER
CONSULTING S
- Total calculated
- $187,191
- From this org
- $159,227
- From related orgs
- $0
- Other
- $27,964
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,227
- Bonus
- not reported
- Other
- not reported
- Deferred
- $3,630
- Nontaxable benefits
- $24,334
- Filer's total
- $187,191
-
Courtney Hughley - Vp OfCOURTNEY HUGHLEY - VP OF
COMMUNICATIO
- Total calculated
- $168,119
- From this org
- $148,323
- From related orgs
- $0
- Other
- $19,796
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,131
- Bonus
- not reported
- Other
- $192
- Deferred
- $4,952
- Nontaxable benefits
- $14,844
- Filer's total
- $168,119
-
David Greenberg - Vp Of AuthorizerDAVID GREENBERG - VP OF AUTHORIZER
LEARNING & D
- Total calculated
- $182,418
- From this org
- $133,620
- From related orgs
- $0
- Other
- $48,798
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,769
- Bonus
- not reported
- Other
- $851
- Deferred
- $5,670
- Nontaxable benefits
- $43,128
- Filer's total
- $182,418
-
Sean Conlan - Senior Director OfSEAN CONLAN - SENIOR DIRECTOR OF
RESEARCH & E
- Total calculated
- $140,614
- From this org
- $120,735
- From related orgs
- $0
- Other
- $19,879
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PAGE 1, PART I, LINE 4
- KRISTIN MILLER - SENIOR PARTNER 62,332 0 0
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · SCHOOLS · DE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500309349301620
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