¶ D11 charter, labor, campaign-finance, and governance source cluster, 2019-2026
This source cluster supports the major-investigation report on Colorado Springs School District 11. It combines official D11 charter pages and board records, Colorado TRACER slices for current board members and a D11 independent-expenditure committee, and retained reporting on labor conflict, media partnerships, marketing, and outside campaign infrastructure.
The expanded affiliation screen supersedes one earlier negative finding: direct live New Summit and Academy District 20 annual-report evidence now supports Michelle Ruehl's formal board service at New Summit Charter Academy. The Legacy / CSST continuation supersedes another earlier Gaal limit: the current CSST board page lists Michael Gaal under Board of Directors, while CDE frames CSST as a D11 innovation-zone / alternative-governance mechanism. The Brad Miller continuation adds a separate non-board-member layer: direct firm-level Miller Farmer Carlson evidence in the ERBOCES / CLLC / Orton Academy litigation against D11, plus a direct Miller email showing CHSAA-letter circulation to D20 and other district / charter board networks. The D11-side follow-up now adds Orton's D11 application / contract records, D11's Sullivan / CHSAA executive-session and settlement records, and direct Colorado SOS lobbying records for Amy Attwood and Xiphos. For Gaal, current evidence still does not show a formal charter-school, Parents Challenge, CSI, paid consulting, or Brad Miller role; the new direct finding is CSST innovation-zone board service. For current board members other than Ruehl, the current screen still does not show formal external charter-school board service.
The alternative-governance-stack continuation adds a stronger non-charter finding: the June 4, 2025 D11 packet cluster places Mitchell High School innovation renewal and partial external management, East Hills / Spruce charter approvals, labor-policy repeal and CSEA / ESP FTE removal, JBA / IMD legal-policy first readings, union-resource and dues-processing future agenda requests, a library-audit request, and an Attwood Public Affairs legislative report in one official sequence. Mitchell is now the underweighted mechanism because the retained pathway plan names Instructional Empowerment as chosen external manager / partner and the innovation plan adds a University of Chicago Network for College Success management-partner / budget layer.
- Official D11 pages: current board / leadership pages already summarized in Colorado Springs School District 11 board, leadership, and controversy cluster, plus the April 22, 2026 capture of D11 charter-school, information, CSI, and CDE-links pages.
- Official board material: retained agendas, minutes, and packets from
2023-11 through 2026-04, including Orton application / contract records, charter renewal, Fox Trail / CSI, Sullivan / CHSAA executive-session and settlement records, Falcon AeroLab, benefits contracts, policy revision, superintendent guarantees, bond planning, and retreat governance items.
- June 2025 board-material cluster: June 4 and June 11 D11 minutes and attachments for Mitchell, labor policies, JBA / IMD, and the Attwood Public Affairs 2025 end-of-session report.
- Court and litigation material: the retained ERBOCES / D11 Colorado Supreme Court opinion and oral-argument docket, the retained D49 / CHSAA complaint layer summarized on Brad Miller pages, the Clearinghouse Sullivan docket mirror and amended complaint, and the newly retained CHSAA letter / Miller email exhibits.
- Colorado SOS lobbying records: current and five-year exports for Attwood / D11 and Xiphos / ERBOCES / school-choice / private-school / charter-adjacent clients.
- TRACER records: candidate-committee slices for all seven current board members' D11 committees and the already processed D11 Parents and Teachers independent-expenditure committee slice.
- Reporting and source-adjacent media: Colorado Times Recorder and local reporting on West Group / Suzanne Taheri, the teachers-union agreement, Peak News, the marketing-firm RFP, the teacher strike, and D11 / D49 / CHSAA litigation context.
- The June 4, 2025 D11 minutes are now the key stack-compression source. They directly record executive-session legal advice on employee compensation / Master Agreement and JBA / IMD; repeal of GBDA, GBDB, HA, HH, and related regulations; policy-manual cleanup removing CSEA Master Agreement, Master Agreement, employee-handbook, meet-and-confer, and related language; budget removal of FTE allocated to the CSEA President and ESP President; Mitchell's innovation-plan renewal; East Hills and Spruce charter approvals; JBA and IMD first readings; and future agenda requests for union-resource restrictions, union-dues-processing cutoff notice, and a library audit / maturity-rating tool.
- Mitchell is the strongest underweighted non-charter mechanism. D11's June 4 minutes describe the Mitchell plan as continuing innovation while establishing a partial external management partnership and extending the school-of-innovation designation through 2027-2028. The Mitchell Pathway Plan lists
Turnaround Year 6, proposes Innovation and External Management Partner, says innovation alone likely will not yield the urgent results needed, and names Instructional Empowerment as the chosen external manager / partner. The MHS Innovation Plan adds University of Chicago Network for College Success as a partner with management-partner / budget lines.
- The labor-policy attachments show what the June 4 repeal affected. GBDB recognized an ESP Council meet-and-confer channel; HA recognized CSEA as the exclusive teacher representative for negotiations; HH governed employee negotiating organizations and the teachers negotiating unit; and GBDA tied board-approved employee handbooks and agreements to CSEA, ESP, evaluation, leave, professional / union organizations, and other handbook provisions.
- The June 11 minutes complete the JBA / IMD sequence: after June 4 legal advice and first readings, the board adopted IMD and JBA by
6-1 votes. This is direct policy-process evidence, while outside model-policy provenance, litigation linkage, and counsel authorship remain unresolved.
- The Attwood Public Affairs report in the June 4 packet supplies the state-policy channel. It discusses D11 advocacy around school finance, accountability, parental rights, and local control, and it summarizes HB25-1278 provisions related to pathway plans, financial sustainability, external management partner conditions, a CDE qualified-partner list, and a model contract. This is direct evidence for a state-policy information channel, not proof that Attwood directed local board actions.
- The stack interpretation remains moderate synthesis: the individual mechanisms are direct, but the repo does not yet support hidden coordination, shared authorship, donor control, sponsorship, or intent.
- The current D11 charter page lists a district charter portfolio that includes long-running schools and three Fall 2026 opening entries: East Hills Academy on the Mann Middle School campus, Orton Academy on the Trailblazer campus, and Spruce Community School.
- The D11 charter information page preserves a governance mechanism layer: application windows, renewal timing, BOE charter policy links, a request to relinquish exclusive chartering authority form, a relinquishment application guide, a replication guide, and charter buyback descriptions.
- The March 18, 2026 special-board minutes directly support a five-year CIVA Charter High School renewal vote. Jason Jorgenson moved the renewal, Jill Haffley seconded it, and Baca Bartlett, Carey, Haffley, Johnson, Jorgenson, and Melpakam voted aye.
- The April 1, 2026 regular-board minutes directly support board approval of the Fox Trail Academy relinquishment of exclusive chartering authority so the school could pursue authorization through the Colorado Charter School Institute. The current record supports release of D11's exclusive-authorizer position; it does not prove CSI's final action.
- The expanded screen directly supports Michelle Ruehl's New Summit Charter Academy board service. New Summit's live board page lists Ruehl as board director, and the Academy District 20 annual-report packet says her term concludes after her recent D11 board election and lists her as a
2025-2026 director. This is a direct formal charter-board tie, with conflict, recusal, compensation, and policy-flow questions still unresolved.
- The March 18, 2026 D11 work-session agenda and captured healthcare high school attachment directly support a Pikes Peak State College Innovation School Zone proposal. The proposal describes a Fall
2027 healthcare high school, $5M PPSC investment, 300-400 students, D11 Innovation Zone language, and an independent board with PPSC, D11, and community / industry representation. Evidence is direct for the proposal and unresolved for adoption.
- The Brad Miller continuation directly supports a D11 charter-boundary litigation layer. The Colorado Supreme Court opinion says ERBOCES and CLLC operated Orton Academy inside D11 boundaries without D11 permission, and the oral-argument docket lists Bryce Carlson of Miller Farmer Carlson Law LLC as counsel for ERBOCES / CLLC. Evidence is direct for the firm-level litigation relationship and direct for the D11 nonmember-district consent issue; it is only moderate as Brad-personal evidence because Brad is not the listed counsel in those retained court materials.
- The D11-side follow-up directly supports Orton's application, conditional approval, and final D11 charter contract C2024-0069 for July 1, 2024 through June 30, 2029. The contract preserves waiver, annual performance review, transportation, food-service, governance, and D11 Charter School Framework material. The remaining gap is structured extraction and reconciliation with the later Fall
2026 Trailblazer-campus listing.
- The Legacy / CSST continuation directly supports East Hills Academy and Spruce Community School as D11-approved new charter applications tied to Legacy Fellowship. The East Hills application identifies Legacy Institute as a planning and establishment partner and Daniel Ajamian as a Legacy fellow. The Spruce application identifies Loren Koszowski as selected for Legacy Fellowship and says Legacy leadership interviewed founding-board candidates. D11's June 4, 2025 minutes record approvals of East Hills and Spruce by
7-0 votes and Gaal thanking Legacy Institute Fellowship for contributions to the applications.
- The same continuation directly supports CSST as a separate innovation-zone / alternative-governance mechanism rather than a charter-school finding: CDE's April 2024 notice describes State Board approval of the D11 CSST innovation zone and the captured CSST board page lists Gaal under
Board of Directors.
¶ Campaign finance and political infrastructure
- D11 Momentum is directly grounded as a public-facing 2023 D11 campaign site supporting Parth Melpakam, Thomas Carey, Jill Haffley, and Jason Jorgenson and displaying a paid-for-by Springs Opportunity Fund disclaimer.
- Direct TRACER slices now exist for D11 candidate committees tied to all seven current board members. These slices support committee-level totals and payee patterns, but they do not by themselves prove coordination, sponsorship, or board policy intent.
- The 2023 board-member candidate committees for Carey, Haffley, Jorgenson, and Melpakam show a campaign-services layer that overlaps with the D11 Momentum / Springs Opportunity Fund environment, including payees such as Flat Creek / FlatCreek Management, Victory Texts, RDP Strategies, Cadman Film & Photo, Rhodesco, Update Printing, and Super Cheap Signs.
- The 2025 D11 Parents and Teachers slice is stronger than a lead: it directly shows one
$125,000.00 contribution from Advance Colorado Action and $210,642.40 in expenditures, mostly to Axiom Strategies, with additional Victor's Canvassing and Flat Creek rows.
- The 2025 Michelle Ruehl committee slice shows direct spending to campaign-service vendors including RDP Strategies, Victor's Canvassing, Cole Communications, FlatCreek Communications, AXMedia Team, Rhodesco Print, Build A Sign, and Adam Taylor.
- The 2025 LeAnn Baca Bartlett and Charles Johnson slices show a different campaign-finance pattern: large support from public-education and labor-aligned committees such as Public Education Committee and Public Educators Advocating for Kids / PEAK. That is not an adverse-to-public-education finding; it is important contrast evidence for the 2025 board election.
- Melpakam's campaign endorsement page adds a public-endorsement / advocacy-adjacency layer: Stephen Schuck, identified there as
Founder; Parents Challenge Community Leader, endorsed Melpakam, and Schuck's Parents Challenge profile preserves broader school-choice context. The same campaign page includes Vance Brown, identified as founder of The Classical Academy and Colorado Springs School of Technology, endorsing Melpakam's innovation-oriented education leadership. This is not evidence of a formal Parents Challenge, CSI, CIVA, TCA, or CSST role for Melpakam.
- The processed KHOW 2019 Schuck / Parents Challenge source summary adds general school-choice mechanism context to the Schuck side of that endorsement-adjacency layer. It supports Schuck publicly describing Parents Challenge as a full-menu choice and parent-capacity model, including public-school transportation and supplemental-cost support. It does not mention D11 or change the evidence strength of the Melpakam relationship.
- Moms for Liberty's pledged-candidates page lists Jason Jorgenson and Jill Haffley under Colorado while preserving a non-endorsement disclaimer. This supports an advocacy affiliation / pledge-listing relationship, not a charter role, voucher funding relationship, or proof of policy coordination.
- CIVA's official video-library page lists
Intro: Dr. Parth Melpakam and Speech: Dr. Parth Melpakam. This supports a public speaking / co-appearance tie to a charter school event, not a formal CIVA governance or administrative role.
- The newly retained redacted Miller email directly supports a cross-district / charter-board circulation mechanism for the CHSAA letter. The letter template itself contains demand language and an April 4, 2025 date, but no signer list. Direct D11 and court records now show D11 as a later Sullivan plaintiff, a Nov. 19, 2025 executive-session litigation update on CHSAA / the Colorado Civil Rights Division, and Dec. 3, 2025 CHSAA settlement approval. This supports D11 coalition participation and Miller adjacency, not direct Miller-D11 communication or a signer list.
- Colorado SOS records directly support D11's Amy Attwood / Attwood Public Affairs lobbying relationship and Attwood's shared active client network with D20, D49, and ERBOCES. Xiphos / Ross Izard is direct for ERBOCES and education-advocacy clients but remains indirect for D11.
- Retained reporting supports a labor-conflict sequence in which D11 retained West Group and Suzanne Taheri for bargaining / communications support, then voted in December 2024 to let the long-standing teachers-union agreement expire. Current direct board packets for those exact decisions are still missing.
- The Freedom Foundation video uploaded
2025-09-30 adds a source-adjacent pre-strike messaging layer: Gaal and Haffley appeared on Freedom Foundation's The New Frontline to frame the CSEA dispute before the planned strike. It is direct evidence of public messaging, advocacy-media co-appearance, and actor self-description; it is not independent support for disputed claims about strike legality, teacher turnout, CSEA motives, compensation, benefits, teacher intimidation, or district email misuse.
- The broader Freedom Foundation video sequence is now summarized in Freedom Foundation and D11 Labor-Intermediary Sequence, 2025. The key new lead is a
2025-12-09 Rusty Brown interview in which Brown says his Colorado Springs involvement came through unnamed friendly organizations working with the D11 board to unwind the collective-bargaining agreement. Treat this as a direct lead for missing intermediary / communications records, not as proof of the organizations' identities, board authorization, funding, coordination, or legal role.
- Retained reporting supports Gaal's backing of a Peak News practicum and a planned webinar appearance with William Federer. The retained webinar header and raw MP4 support the event layer and the fact that Gaal was expected but logged off before appearing. They do not prove D11 contract terms, course approval, Pikes Peak State College credit terms, or Salem Media involvement beyond webinar claims.
- Retained reporting supports an August 2025 marketing-firm RFP authority controversy tied to enrollment retention and district reputation. Current direct RFP, contract, invoice, and board packet records are not yet retained.
- Official 2026 board minutes directly support benefits-related vendor / contract relationships with Kaiser, One Medical, and Strata Med. Those are employee-benefits and care-coordination mechanisms, not evidence of charter privatization unless later records tie them to education-service outsourcing.
- The March 4, 2026 minutes directly support a Falcon AeroLab tuition transfer for D11 homeschool students. That is school-choice / homeschool-enrichment-adjacent evidence, but the retained record supports a program payment, not a broader privatization scheme. The same minutes say Michelle Ruehl requested to recuse herself from the Falcon AeroLab discussion; the record does not state the basis for recusal.
¶ Mechanism and flow cautions
- Campaign contributions and expenditures show money moving through committees and vendors. They do not prove a specific policy flow from donor to board vote without additional records.
- D11 charter renewals and authorizer releases are direct charter-governance mechanisms. They do not prove intent to weaken district-run public schools unless paired with stronger evidence such as closure decisions, enrollment diversion analysis, contract terms, or internal strategy records.
- Reporting-backed labor and communications evidence is important but still weaker than official board records, contracts, invoices, and minutes.
- Co-appearance in D11 Momentum, shared vendors, shared addresses, or shared slogans should remain typed as independent-expenditure support, campaign-vendor use, shared campaign-service infrastructure, or unresolved adjacency unless a stronger record supports coordination.
- The alternative-governance-stack hypothesis is supported as a research frame, not as a conclusion that D11 is controlled by one external network. Same-meeting sequence and overlapping policy lanes do not prove coordination.
- Mitchell external management is direct in D11 plan records, but D11 contracts, procurement, purchase orders, invoices, scopes of work, CDE State Board packet records, State Review Panel material, and vendor deliverables remain missing.
- Instructional Empowerment is direct as the named Mitchell external manager / partner, but current evidence is D11-side only. Independent organizational profile, Colorado footprint, and payment records remain unresolved.
- The University of Chicago Network for College Success appears in the Mitchell innovation plan and budget material, but current status and exact contractual role remain unresolved.
- The June 4 labor-policy repeal, manual cleanup, and CSEA / ESP FTE removal are direct D11 records; legal effect, implementation, grievances, dues-processing notice, and labor-practice consequences remain unresolved.
- No direct evidence was found in this pass that Michael Gaal has formal employment, board service, or advisory service with a charter school or charter advocacy organization. A direct CSST innovation-zone board listing was found and should be treated separately from charter-school evidence.
- The earlier negative finding is superseded for Michelle Ruehl: direct live New Summit and Academy District 20 annual-report evidence supports a formal New Summit board-service tie. It is also superseded for Gaal only as to CSST innovation-zone board service. For Gaal and the other current D11 board members, no direct formal external charter-school employment, external charter-school board service, advisory service, paid consulting role, Parents Challenge role, or CSI role surfaced in the current source set.
- No direct Brad Miller relationship to current D11 board members surfaced in this continuation. The strongest current board-member-adjacent lead is three-node adjacency only: Ruehl's direct New Summit board service plus reported Miller representation of New Summit.
- The retained CHSAA source exhibits do not identify D11 signers. D11's later lawsuit / coalition role remains separate from the filed complaint and D11 board counsel records, which name or present First & Fourteenth rather than Miller Farmer Carlson.
- D11 / Attwood is direct, but the D11 contract, procurement, scope, invoice, and check-register records remain missing. Xiphos remains indirect for D11 unless a direct D11-side record appears.
- Direct Brad Miller ties to D11-area private schools were not found. Tagg, Parents Challenge, and Ruehl's reported Christian-school statement remain private-school-adjacent mechanisms rather than one proven Brad / D11 private-school relationship.
- No direct current D11 leadership tie to a federal committee or federal filing became relevant enough to use OpenFEC in the report.
- Official D11 pages and board records are strong for current governance facts. CTR and other reporting should remain attributed when used for labor, media, marketing, and outside-influence claims.
- The strongest D11-specific voucher / ESA connection remains indirect: Advance Colorado Action's direct support to D11 Parents and Teachers plus Advance Colorado's broader school-choice / Amendment 80 role elsewhere in the repo. This does not prove direct voucher advocacy by current D11 leaders.
- The KHOW 2019 Schuck / Parents Challenge interview strengthens general voucher / ESA / public-school-choice mechanism context, but because it does not mention D11 it should not be treated as D11-specific voucher, ESA, funding, campaign, or operational evidence.
- East Hills and Spruce application packets are now captured, but executed contracts, waiver lists, accountability plans, facility records, transportation records, and implementation records remain missing.
- Legacy Institute's 2023 filing supports a direct lobbying expenditure row, but the issue or bill remains unresolved.
- Use this summary as the primary source-cluster page for
outputs/reports/d11-charter-and-public-education-ties.md.
- Treat the direct board and TRACER records as evidence for typed relationships and flows.
- Treat repeated consultant, donor, and campaign-vendor patterns as relationship leads unless source records support a stronger claim.
- D11 Gaal, CSST, and Legacy Fellowship source captures, 2026-04-23
- Legacy Institute ProPublica / IRS source package, 2026-04-23
- D11 expanded charter, school-choice, and innovation-zone affiliation source captures
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- D11 Orton, CHSAA/Sullivan, Attwood, and Xiphos source package, 2026-04-22
- Colorado Supreme Court March 2024 oral-argument docket ERBOCES v. D11 extract
- D11 charter pages source capture
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