Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 05-0620063

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

Organization ProfileCHARTERGROWTHFUND.ORG

View Organization Page

10901 West 120th Avenue 450Broomfield, CO 80021

(303) 217-8090

Siviq Scores

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

Liabilities / Assets

21st percentile

0.08x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.37x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Net Margin

27th percentile

-3.6%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

39th percentile

$634,886

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Asset Growth

28th percentile

0.1%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

$676,412,713

No earlier filing loaded for comparison.

Net Assets

$623,716,271

No earlier filing loaded for comparison.

Liabilities

$52,696,442

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin27th percentile

Revenue

$141,916,499

No earlier filing loaded for comparison.

Expenses

$147,020,188

No earlier filing loaded for comparison.

Net Income

-$5,103,689

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th 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 2023: $676,412,713Liabilities 2023: $52,696,442Net Assets 2023: $623,716,2712023Assets 2024: $720,288,020Liabilities 2024: $49,625,515Net Assets 2024: $670,662,5052024

Highlighted filing

2023

Assets$676,412,713
Liabilities$52,696,442
Net Assets$623,716,271
Open 2023 Filing

Operations Trend

Revenue Growth11th 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 2023: $141,916,499Expenses 2023: $147,020,188Net Income 2023: -$5,103,6892023Revenue 2024: $232,401,456Expenses 2024: $189,583,844Net Income 2024: $42,817,6122024

Highlighted filing

2023

Revenue$141,916,499
Expenses$147,020,188
Net Income-$5,103,689
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
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 Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN HALLCEOFT$615,000$19,886$634,886
DARRYL COBBPresidentFT$432,250$24,026$456,276
JULIE MAIERPartner/Vice PresidentFT$318,000$23,641$341,641
RICH BILLINGSPartner/Assistant SecretaryFT$316,500$24,029$340,529
PAMELA INBASEKARANCOOFT$309,500$17,873$327,373
JOHN FISHERDirector, Board Chair-$0--
ALLAN GOLSTONDirector-$0--
DEE HASLAMDirector-$0--
MASON HAWKINSDirector-$0--
CONSTANCE JONESDirector-$0--
TOM JOYCEDirector-$0--
JIM RAHNDirector-$0--
FIDEL VARGASDirector-$0--
ANILU VAZQUEZ-UBARRIDirector-$0--
REED HASTINGSDirector-$0--
NICOLE PULLEN ROSSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charter Fund Inc
EIN
05-0620063
Phone
3032178090
Address
10901 WEST 120TH AVENUE 450, BROOMFIELD, CO 80021

Signing Officer

Name
Kevin Hall
Title
CEO
Phone
3032178090
Signed
2024-04-24
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 4,668 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt8559250
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0PRI LOAN TO ARIZONA AUTISM CHARTER SCHOOLS INC TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1PRI LOAN TO ATLAS PUBLIC SCHOOLS SUPPORT COMPANY LLC TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2PRI LOAN TO ELEVATE ACADEMY EAST IDAHO LLC TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc3PRI LOAN TO HOUSTON CLASSICAL INC. TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4PRI LOAN TO IMPACT PUBLIC SCHOOLS (PARTICIPATION WITH WASHINGTON CHARTER SCHOOL DEVELOPMENT INC.) TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc6PRI LOAN TO LAUNCHPAD DEVELOPMENT COMPANY TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc7PRI LOAN TO URBAN ASSEMBLY CHARTER SCHOOL FOR COMPUTER SCIENCE TO PROMOTE HIGH-QUALITY CHARTER SCHOOL GROWTH
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2CHARTER SCHOOL GROWTH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3PRI EQUITY INVESTMENT TO OVERGRAD INC. TO SERVE A NEED AT SCHOOLS WITH LARGE NUMBERS OF LOW-INCOME STUDENTS IN PROVIDING BETTER TOOLS AND INFORMATION SO THAT STUDENTS, FAMILIES AND COUNSELORS CAN MAKE INFORMED DECISIONS ABOUT THEIR POST-SECONDARY PATH. OVERGRAD'S CORE PRODUCT MAKES IT SIMPLE FOR STUDENTS, FAMILIES AND COUNSELORS TO SEARCH FOR COLLEGES, ASSESS ODDS OF ADMISSION, UNDERSTAND PERSONALIZED CHANGES OF GRADUATING FROM SPECIFIC COLLEGES, AND MANAGE THE COLLEGE APPLICATION AND FINANCIAL AID PROCESS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4CHARTER SCHOOL GROWTH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5CHARTER SCHOOL GROWTH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6CHARTER SCHOOL GROWTH
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3CHARTER FUND HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE RECIPIENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CHARTER SCHOOL GROWTH FUND ("THE FUND") IS CURRENTLY IN ITS 60 MONTH TERMINATION PERIOD UNDER IRC SECTION 507(B)(1)(B) AND INTENDS TO OPERATE AS A PUBLIC CHARITY DURING THIS TIME. THIS 60 MONTH TERMINATION PERIOD WAS APPROVED BY THE IRS ON DECEMBER 13, 2019 AND EFFECTIVE FOR THE TAX YEAR BEGINNING JANUARY 1, 2020. THE FUND IS NOT REQUIRED TO PAY SECTION 4940 EXCISE TAX DURING ITS ADVANCE RULING PERIOD UNDER TREAS. REG. SECTION 1.507-2(D)(5), EVEN THOUGH THE FORM 990-PF REPORTS EXCISE TAX DUE IN PART V, LINE 9. A COPY OF THIS SIGNED CONSENT TO EXTEND THE STATUTE OF LIMITATIONS IS ATTACHED TO THE FORM 990-PF.
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0321113
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01670138
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0321113
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01991251
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt099829945
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108373375
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0123070498
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt018417620
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018438894
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018417620
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5103689
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0112156022
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt012914328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt03084400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt077500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04205155
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04205155
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04205155
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03084400
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt077727
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt034992
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt077727
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0112719
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-9385230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019458272
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0223112
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0223112
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt01375714
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt09657497
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01375714
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt011033211
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt038285
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016289097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01849483
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017017131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03159301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0962655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05608456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0963545
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01073545
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt0317735
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02084442
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0317735
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02402177
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt045568
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt045568
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt038696404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05344134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0132442875
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04148432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0147020188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023606704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0141916499
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05344134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032612930
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04148432
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038646813
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01566789
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01566789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0121541193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9385171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9385171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0112156022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OWL VENTURES III, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-9385230
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5103689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011633
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05040930
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0623727904
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0623790663
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0623716271
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0270470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0270470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0270470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0270470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0676412712
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01707503
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01756630
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt057138
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt088537
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt057138
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt057138
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt093364526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt089096634
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt089096634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014069123
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt026128928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt026128928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0342491682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0278447073
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0278447072
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0120062812
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0119993271
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt05568000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt07652134
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt091573
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt091573
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt044656372
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt042996322
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0503727851
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0503723000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt055325361
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt060993369
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt060993369
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt086736373
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt074082829
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt074082829
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0284816
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0291356
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt03683408
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt015626046
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt03683408
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt03683408
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0968577
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01206361
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01206361
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt058051263
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt095864781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt095864781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0676007354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0676412713
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0676412712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt052216691
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt052696442
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0676007354
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0676412713
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0623790663
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0623716271
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt09285866
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt046852192
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt046852192
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0631385331
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0151824934
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0389799915
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09470780
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt089760482
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031095728
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0621914551
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0631385331
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/CompensationAmt0316500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1305500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2305500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3309500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4305500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt024029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt124291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt224029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt317219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt48977
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0KATHEY HAMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JOSEPH FERGUSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ERIC THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3MARCIA AARON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4ERIC CHAN
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/BusinessNameLine1Txt0MGT KITAMBA INVESTOR LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1AFTON PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2DGW CONSULTING GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3GOLDIN SOLUTIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4BELLWETHER EDUCATION PARTNERS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0808150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1784377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2608093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3495000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4433090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$676,412,713
Liabilities
$52,696,442
Net assets
$623,716,271
Revenue
$141,916,499
Expenses
$147,020,188
Net income
-$5,103,689
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.$676$52.7$624$142$147$5.10
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. 2023 filings • 501(c)3 • $250M-$1B nonprofits