Civic Intelligence

Charter Fund Inc D/B/A Charter School Growth Fund

990PF • Fiscal year 2018 • EIN 05-0620063

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 17, 2019

Organization ProfileCHARTERGROWTHFUND.ORG

View Organization Page

10901 West 120th Avenue No 450Broomfield, CO 80021

(303) 217-8090

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.11x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.19x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Net Margin

97th percentile

71%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

30th percentile

$544,413

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Asset Growth

98th percentile

63%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

199%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$353,103,575

Up $135,927,481 (+63%) from 2017

Net Assets

Up

$312,825,371

Up $128,667,370 (+70%) from 2017

Liabilities

Up

$40,278,204

Up $7,260,111 (+22%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin97th percentile

Revenue

Up

$216,260,861

Up $143,872,389 (+199%) from 2017

Expenses

Down

$62,209,549

Down $6,638,710 (-9.6%) from 2017

Net Income

Up

$154,051,312

Up $150,511,099 (+4251%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2011: $139,397,825Liabilities 2011: $10,187,4552011Assets 2012: $180,609,418Liabilities 2012: $10,214,6462012Assets 2013: $200,323,615Liabilities 2013: $15,923,0122013Assets 2014: $207,144,402Liabilities 2014: $20,193,838Net Assets 2014: $186,950,5642014Assets 2015: $200,620,807Liabilities 2015: $20,224,688Net Assets 2015: $180,396,1192015Assets 2016: $196,032,843Liabilities 2016: $14,836,835Net Assets 2016: $181,196,0082016Assets 2017: $217,176,094Liabilities 2017: $33,018,093Net Assets 2017: $184,158,0012017Assets 2018: $353,103,575Liabilities 2018: $40,278,204Net Assets 2018: $312,825,3712018Assets 2019: $362,249,098Liabilities 2019: $40,321,802Net Assets 2019: $321,927,2962019Assets 2020: $435,873,110Liabilities 2020: $50,721,190Net Assets 2020: $385,151,9202020Assets 2021: $606,047,129Liabilities 2021: $48,623,941Net Assets 2021: $557,423,1882021Assets 2024: $720,288,020Liabilities 2024: $49,625,515Net Assets 2024: $670,662,5052024

Highlighted filing

2018

Assets$353,103,575
Liabilities$40,278,204
Net Assets$312,825,371
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2011: $82,935,568Expenses 2011: $32,431,045Net Income 2011: $50,504,5232011Revenue 2012: $65,078,146Expenses 2012: $23,854,043Net Income 2012: $41,224,1032012Revenue 2013: $53,355,032Expenses 2013: $39,109,515Net Income 2013: $14,245,5172013Revenue 2014: $53,237,265Expenses 2014: $50,608,750Net Income 2014: $2,628,5152014Revenue 2015: $55,607,056Expenses 2015: $61,858,680Net Income 2015: -$6,251,6242015Revenue 2016: $60,156,119Expenses 2016: $59,627,808Net Income 2016: $528,3112016Revenue 2017: $72,388,472Expenses 2017: $68,848,259Net Income 2017: $3,540,2132017Revenue 2018: $216,260,861Expenses 2018: $62,209,549Net Income 2018: $154,051,3122018Revenue 2019: $76,926,295Expenses 2019: $69,538,580Net Income 2019: $7,387,7152019Revenue 2020: $149,305,777Expenses 2020: $88,155,799Net Income 2020: $61,149,9782020Revenue 2021: $251,921,544Expenses 2021: $75,792,340Net Income 2021: $176,129,2042021Revenue 2024: $232,401,456Expenses 2024: $189,583,844Net Income 2024: $42,817,6122024

Highlighted filing

2018

Revenue$216,260,861
Expenses$62,209,549
Net Income$154,051,312
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 17, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

The charter school growth fund identifies the country's best public charter schools, funds their expansion, and helps to increase their impact. We're driven by a conviction that all children deserve great public schools in their communities.

Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN HALLPresident/CEOFT$518,603$25,810$544,413
JULIE MAIERPartner/Vice PresidentFT$255,300$25,810$281,110
RICH BILLINGSPartner/Assistant SecretaryFT$239,500$14,729$254,229
CARRIE WALTON-PENNERDirector-Chair-$0--
STACY SCHUSTERMANDirector-Secretary-$0--
ALLAN GOLSTONDirector-Treasurer-$0--
JOHN FISHERDirector-$0--
JAMES RAHNDirector-$0--
MASON HAWKINSDirector-$0--
FIDEL VARGASDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charter Fund Inc
EIN
05-0620063
Phone
3032178090
Address
10901 WEST 120TH AVENUE NO 450, BROOMFIELD, CO 80021

Signing Officer

Name
Kevin Hall
Title
President/CEO
Phone
3032178090
Signed
2019-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML AppendixShowing 400 of 2,504 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt039041
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07808
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt02500000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt12500000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt22200000
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt26100000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0PRI LOAN TO FRIENDS OF COLLEGIATE ACADEMIES, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1PRI LOAN TO KIPP NEW JERSEY TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2PRI LOAN TO IDEA PUBLIC SCHOOLS TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc3PRI LOAN TO EDNOVATE, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4PRI LOAN TO EDNOVATE, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc5PRI LOAN TO RMP BERKELEY FACILITY, LLC TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc6PRI LOAN TO FIRSTLINE SCHOOLS, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc7PRI LOAN TO KIPP NEW YORK, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc8PRI LOAN TO KIPP NEW YORK, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc9PRI LOAN TO UNCOMMON SCHOOLS, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc10PRI LOAN TO EDNOVATE, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc11PRI LOAN TO ACHIEVEMENT FIRST BROOKLYN CHARTER SCHOOLS TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc12PRI LOAN TO ZETA CHARTER SCHOOLS, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc13PRI LOAN TO KIPP METRO ATLANTA COLLABORATIVE, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc14PRI LOAN TO THE ACADEMY CHARTER SCHOOL TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc15PRI LOAN TO ZETA CHARTER SCHOOLS, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc16PRI LOAN TO ZETA CHARTER SCHOOLS, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc17PRI LOAN TO ASCEND LEARNING, INC. TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc18PRI LOAN TO RHODE ISLAND MAYORAL ACADEMY BLACKSTONE VALLEY PREP TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc19PRI LOAN TO BRIGHT STAR SCHOOLS TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc20PRI LOAN TO ACHIEVEMENT FIRST BROOKLYN CHARTER SCHOOLS TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc21PRI LOAN TO FRIENDS OF BREAKTHROUGH SCHOOLS TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc22PRI LOAN TO URBAN ASSEMBLY CHARTER SCHOOL FOR COMPUTER SCIENCE TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc23PRI LOAN TO KIPP NEW JERSEY TO SUPPORT CHARTER SCHOOL GROWTH
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc25PRI LOAN TO INSPIRENOLA CHARTER SCHOOLS TO SUPPORT CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc26PRI LOAN TO UNCOMMON SCHOOLS, INC. TO SUPPORT CHARTER SCHOOL GROWTH
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017645021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129833143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-263038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172033152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-263038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172033152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017381983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1101866295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DREAMBOX LEARNING, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt071770114
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0154051312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt025383942
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0338209313
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0184158001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0312825371
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt024745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01481871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01472056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt024745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01472056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01472056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01496871
IRS990PF/FMVAssetsEOYAmt0353103575
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01256188
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0651743
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt04264
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05009
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt04264
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt04264
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032282929
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064657990
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064657990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt074855422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt081461127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt081461127
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0310000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt070772
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt091573
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt028364
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt020801
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt020801
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt031761905
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt039248024
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0106774122
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt096701390
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt096701390
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt029171903
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt029171903
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt068437
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt05684365
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt03031275
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt05684365
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt05684365
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0198973
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0173136
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0173136
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt075228599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt075228599
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt048919860
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt077126787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0217176094
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0353103575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0353103575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt033018093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt040278204
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0217176094
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0353103575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0184158001
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0312825371
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0135238141
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0235698584
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0179561202
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062757178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt066974800
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02693418
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt049829224
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08843389
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0176867784
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0179561202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0280500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1269500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2238000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3217002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4196767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt025810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt125810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt214729
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt321144
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt421983
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DARRYL COBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KATHY HAMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ERIC CHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ALEJANDRO HERNANDEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4LYDIA HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt010901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt110901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt210901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt310901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt410901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd080021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd180021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd280021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd380021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd480021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LEVEL FIELD CHARTER PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BLOOMWELL GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MANATT PHELPS & PHILLIPS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0114000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt268700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt361392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0ERIC THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING/MARKET SUPPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2MARKET SUPPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0632 N ARMOUR STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt13752 JOCELYN ST NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt23042 LINCOLN BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt311355 W OLYMPIC BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd120015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd244118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd3900641614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt148.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0239500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1518603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2255300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt014729
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt125810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt225810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICH BILLINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEVIN HALL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,103,575
Liabilities
$40,278,204
Net assets
$312,825,371
Revenue
$216,260,861
Expenses
$62,209,549
Net income
$154,051,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$720$49.6$671$232$190$42.8
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$606$48.6$557$252$75.8$176
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$436$50.7$385$149$88.2$61.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$362$40.3$322$76.9$69.5$7.39
2018Detailed filing. Detailed filing data is available for this year.$353$40.3$313$216$62.2$154
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$217$33.0$184$72.4$68.8$3.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$196$14.8$181$60.2$59.6$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$201$20.2$180$55.6$61.9$6.25
2014Detailed filing. Detailed filing data is available for this year.$207$20.2$187$53.2$50.6$2.63
2013Summary only. Only limited summary data is available for this year.$200$15.9$53.4$39.1$14.2
2012Summary only. Only limited summary data is available for this year.$181$10.2$65.1$23.9$41.2
2011Summary only. Only limited summary data is available for this year.$139$10.2$82.9$32.4$50.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $250M-$1B nonprofits