Civic Intelligence

Charter Oak Challenge Foundation Inc

EIN 06-1620722 • 501(c)3 • Westport, CT

Profile

The Foundation is dedicated to building better futures for disadvantaged children and their families in Greater Bridgeport, CT.

575 Riverside Avenue Suite 202AWestport, CT 06880

www.charteroakfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-489%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-47%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

780%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$215,469

Down $191,360 (-47%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$215,469

Down $191,360 (-47%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Up

$39,124

Up $34,677 (+780%) from 2023

Expenses

Up

$230,484

Up $217,777 (+1714%) from 2023

Net Income

Down

-$191,360

Down $183,100 (-2217%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $629,038Liabilities 2010: $0Net Assets 2010: $629,0382010Assets 2011: $714,122Liabilities 2011: $0Net Assets 2011: $714,1222011Assets 2012: $641,169Liabilities 2012: $0Net Assets 2012: $641,1692012Assets 2013: $512,859Liabilities 2013: $0Net Assets 2013: $512,8592013Assets 2014: $383,037Liabilities 2014: $0Net Assets 2014: $383,0372014Assets 2015: $390,973Liabilities 2015: $0Net Assets 2015: $390,9732015Assets 2016: $394,724Liabilities 2016: $0Net Assets 2016: $394,7242016Assets 2017: $464,532Liabilities 2017: $0Net Assets 2017: $464,5322017Assets 2018: $356,265Liabilities 2018: $0Net Assets 2018: $356,2652018Assets 2019: $314,517Liabilities 2019: $0Net Assets 2019: $314,5172019Assets 2020: $390,083Liabilities 2020: $0Net Assets 2020: $390,0832020Assets 2021: $401,162Liabilities 2021: $0Net Assets 2021: $401,1622021Assets 2022: $415,089Liabilities 2022: $0Net Assets 2022: $415,0892022Assets 2023: $406,829Liabilities 2023: $0Net Assets 2023: $406,8292023Assets 2024: $215,469Liabilities 2024: $0Net Assets 2024: $215,4692024

Highlighted filing

2024

Assets$215,469
Liabilities$0
Net Assets$215,469
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $425,6222010Expenses 2011: $370,2842011Expenses 2012: $382,3982012Revenue 2013: $217,644Expenses 2013: $345,954Net Income 2013: -$128,3102013Revenue 2014: $298,290Expenses 2014: $428,112Net Income 2014: -$129,8222014Revenue 2015: $228,348Expenses 2015: $220,412Net Income 2015: $7,9362015Revenue 2016: $150,398Expenses 2016: $146,647Net Income 2016: $3,7512016Revenue 2017: $133,757Expenses 2017: $68,949Net Income 2017: $64,8082017Revenue 2018: $129,010Expenses 2018: $237,277Net Income 2018: -$108,2672018Revenue 2019: $100,743Expenses 2019: $142,491Net Income 2019: -$41,7482019Revenue 2020: $105,831Expenses 2020: $30,265Net Income 2020: $75,5662020Revenue 2021: $58,404Expenses 2021: $47,325Net Income 2021: $11,0792021Revenue 2022: $15,571Expenses 2022: $1,644Net Income 2022: $13,9272022Revenue 2023: $4,447Expenses 2023: $12,707Net Income 2023: -$8,2602023Revenue 2024: $39,124Expenses 2024: $230,484Net Income 2024: -$191,3602024

Highlighted filing

2024

Revenue$39,124
Expenses$230,484
Net Income-$191,360
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,469
Liabilities
$0
Net assets
$215,469
Revenue
$39,124
Expenses
$230,484
Net income
-$191,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.39$2.30$1.91
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.04$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.16$0.02$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.58$0.47$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$1.06$0.30$0.76
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.01$1.42$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$1.29$2.37$1.08
2017Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.34$0.69$0.65
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$1.50$1.47$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$2.28$2.20$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$2.98$4.28$1.30
2013Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$2.18$3.46$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.41$0.00$6.41$3.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.00$7.14$3.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$4.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$229,419
Mission and Program Overview

Mission

The Foundation is dedicated to building better futures for disadvantaged children and their families in the Greater Bridgeport, CT area.

To build better futures for disadvantaged children and their families in the Greater Bridgeport, CT area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$192,873$202,794▲ $9,921
Cash and Non-Interest-Bearing Accounts$213,956$12,675▼ $201,281
Total Assets$406,829$215,469▼ $191,360
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$406,829$215,469▼ $191,360
Total Net Assets Fund Balance$406,829$215,469▼ $191,360
Total Liabilities and Net Assets / Fund Balance$406,829$215,469▼ $191,360
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Andrew BoasPresident/Treasurer
Dick KaltDirector
Pearl KaneDirector
Carol BoasSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$28,300
Program Service Revenue
$0
Investment Income
$10,824
Other Revenue
$0
All Other Contributions
$28,300
Change in Net Assets
$-191,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$230,000
Other Expenses$484
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$230,000--$230,000
Office Expenses-$470-$470
Information Technology-$14-$14
Total Functional Expenses$230,000$484$0$230,484
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Achievement First IncNew Haven, CT501(c)(3)To support educational programs$205,000
50Can IncWashington, DC501(c)(3)To support educational programs$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Andrew Boas and Carol Boas have a family relationship.”

Form 990, Part VI, Section B, line 11B

“A draft of the Form 990 is distributed to the Board prior to filing and the Board members are asked to promptly provide their comments, if any.”

Form 990, Part VI, Section C, line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Charter Oak Challenge Foundation Inc
EIN
06-1620722
Phone
2032262307
Address
575 Riverside Avenue Suite 202A, Westport, CT 06880

Signing Officer

Name
Andrew Boas
Title
President/Treasurer
Phone
2032262307
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Boas
Formed
2001
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Raw XML Appendix342 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Charter Oak Challenge Foundation Inc. (COCF) submits that throughout its existence to date and in the future, it qualifies as a public charity under Internal Revenue Code 509(a)(1) by satisfying the requirements of Regulations 1.170A-9(f)(3) as follows:(i). Ten Percent Test: COCF has historically and normally can be expected in the future to receive over 10% of its total support from the general public.(ii). Attraction of Public Support: COCF has historically maintained a continuous annual solicitation of funds from the public through a bike-ride challenge in which the general public donates to COCF based on the biking performance of the participants. While COVID has caused a brief cessation of the bike-ride challenge, future bike-ride challenges are expected to provide COCF with more than sufficient public support. In addition, COCF actively solicits former donors and their associates for their continued support of the foundation. (iii). Percentage of Financial Support: COCF received about 28% of its total support from public sources during the past two years and over 35% in prior years. As indicated above, the challenges of COVID have impacted the foundation's one significant public fundraising program.(iv). Sources of Support: COCF receives modest contributions from a representative number of foundations and individuals. As more families struggle to receive appropriate scholastic development services, COCF believes that the general public will be more inclined to help fund its mission.(v) Representative Governing Body: COCF's governing body comprises 4 business leaders. The board continues its search for additional individuals who can bring their skills to COCF. Current and future governing body members are active and engaged in their communities, can support COCF's strategic development plan, have expertise in education, and are actively committed to reaching out for public support.(vi). Availability of Facilities or Services and Public Participation: COCF's programs have historically impacted the public through its grants to educational institutions that provide program-based learning opportunities for potentially at-risk children. The grants help create a scholastic environment where every child receives a quality education. The general public is a beneficiary of COCF's programs.CONCLUSION: COCF believes it qualifies as a publicly supported charity described in IRC 509(a)(1) pursuant to the facts and circumstances test found in Treasury Regulation 1.170A-9(e)(3). COCF has and will receive well in excess of ten percent (10%) of its total support from qualifying public sources.
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IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0205000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support educational programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To support educational programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Achievement First Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt150Can Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0651203744
IRS990ScheduleI/RecipientTable/RecipientEIN1273069592
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0470 James St Ste 7
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11625 K Street NW Ste 400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0New Haven
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Washington
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006513
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120006
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation awards a select number of grants to organizations and is able to work with them to ensure the appropriate use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Andrew Boas and Carol Boas have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A draft of the Form 990 is distributed to the Board prior to filing and the Board members are asked to promptly provide their comments, if any.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0406829
IRS990/TotalAssetsEOYAmt0215469
IRS990/TotalAssetsGrp/BOYAmt0406829
IRS990/TotalAssetsGrp/EOYAmt0215469
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt028300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230484
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0406829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215469
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0230000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010824
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039124
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0406829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215469
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0575 Riverside Avenue Suite 202A
IRS990/USAddress/CityNm0Westport
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006880
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.charteroakfoundation.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Boas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02032262307
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charter Oak Challenge Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0061620722
ReturnHeader/Filer/PhoneNum02032262307
ReturnHeader/Filer/USAddress/AddressLine1Txt0575 Riverside Avenue Suite 202A
ReturnHeader/Filer/USAddress/CityNm0Westport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02025-08-04T14:09:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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