Civic Intelligence

Charter Oak Challenge Foundation Inc.

990 • Fiscal year 2013 • EIN 06-1620722

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization Profilewww.charteroakfoundation.org
575 Riverside Avenue Suite 202AWestport, CT 06880

(203) 226-2307

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$512,859

Down $128,310 (-20%) from 2012

Net Assets

Down

$512,859

Down $128,310 (-20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

$217,644

No earlier filing loaded for comparison.

Expenses

Down

$345,954

Down $36,444 (-9.5%) from 2012

Net Income

-$128,310

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2013

Assets$512,859
Liabilities$0
Net Assets$512,859
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$217,644
Expenses$345,954
Net Income-$128,310
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$306,704
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.

Charter Oak Challenge Foundation funds programs that reduce poverty in greater Bridgeport. We seek lasting results by helping children and families and teaching them to help others along the way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$641,169$512,859▼ $128,310
Savings and Temporary Cash Investments$72,336$381,063▲ $308,727
Cash and Non-Interest-Bearing Accounts$513,573$131,796▼ $381,777
Investments in Publicly Traded Securities$55,260$0▼ $55,260
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$641,169$512,859▼ $128,310
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$641,169$512,859▼ $128,310
Total Liabilities and Net Assets / Fund Balance$641,169$512,859▼ $128,310
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$212,423
Program Service Revenue
$0
Investment Income
$5,221
Other Revenue
$0
All Other Contributions
$212,423
Change in Net Assets
$-128,310

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$33,800Fair Market Value (FMV)
Total Noncash Contributions1$33,800-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$331,000
Other Expenses$14,954
Total Fundraising Expense$14,418
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$314,500--$314,500
Grants to Domestic Individuals$16,500--$16,500
Conferences and Meetings--$14,418$14,418
Information Technology-$204-$204
Other Expenses-$174-$174
Office Expenses-$158-$158
Total Functional Expenses$331,000$536$14,418$345,954
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
65-1203744-501(c)(3)General and Unrestricted$150,000
46-2357487-501(c)(4)General Purpose$35,000
45-0824113-501(c)(3)General and Unrestricted$25,000
13-3541913-501(c)(3)General and Unrestricted$25,000
45-2870970-501(c)(3)General and Unrestricted$20,000
74-2952223-501(c)(3)General and Unrestricted$15,000
06-0646973-501(c)(3)Philanthropy/Education Leadership$11,500
06-1379383-501(c)(3)Scholarship Program$10,000
06-0938125-501(c)(3)General and Unrestricted$10,000
20-0882009-501(c)(3)Leadership Roundtable Program$10,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Andrew Boas and Carol Boas are husband and wife.”

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

EIN
06-1620722
Phone
2032262307

Signing Officer

Name
Andrew Boas
Title
President
Signed
2014-05-05
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
5

Preparer

Preparer
Jody Blazek
Phone
7134395739
Raw XML AppendixShowing 400 of 500 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Charter Oak Challenge Foundation funds programs that reduce poverty in greater Bridgeport. We seek lasting results by helping children and families and teaching them to help others along the way.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0212423
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Robert Speer
IRS990/BooksInCareOfDetail/PhoneNum02032262305
IRS990/BooksInCareOfDetail/USAddress/AddressLine10575 Riverside Avenue Suite 202A
IRS990/BooksInCareOfDetail/USAddress/City0Westport
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006880
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0513573
IRS990/CashNonInterestBearingGrp/EOYAmt0131796
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt014418
IRS990/ConferencesMeetingsGrp/TotalAmt014418
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0212423
IRS990/CYGrantsAndSimilarPaidAmt0331000
IRS990/CYInvestmentIncomeAmt05221
IRS990/CYOtherExpensesAmt014954
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-128310
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0345954
IRS990/CYTotalFundraisingExpenseAmt014418
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0217644
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The foundation makes grants to agencies in Bridgeport, CT to promote scholastic development of Bridgeport children by improving elementary and secondary education through its support of charter and public schools.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0314500
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Andrew Boas
IRS990/Form990PartVIISectionAGrp/PersonNm1Carol Boas
IRS990/Form990PartVIISectionAGrp/PersonNm2Dick Kalt
IRS990/Form990PartVIISectionAGrp/PersonNm3Pearl Kane
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Pres/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt04610
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0314500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0314500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0314500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt093670
IRS990/GrossReceiptsAmt0306704
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0204
IRS990/InformationTechnologyGrp/TotalAmt0204
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0611
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0611
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt055260
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt089060
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Foundation is dedicated to building better futures for disadvantaged children and their families in the Greater Bridgeport, CT area
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0641169
IRS990/NetAssetsOrFundBalancesEOYAmt0512859
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04610
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04610
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt033800
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0158
IRS990/OfficeExpensesGrp/TotalAmt0158
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Other expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0174
IRS990/OtherExpensesGrp/TotalAmt0174
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Andrew Boas
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The nearly 120 students in Charter Oaks scholarship program are among Bridgeports finest. They have excelled academically and contributed significantly to their communities despite tremendous financial and personal hardships. Each of the 15 students accepted annually into the program receives a $10,000 scholarship over four years and a trained mentor. The use of mentors, combined with the escalating payout structure of the scholarship funds, helps ensure that Charter Oak Scholars will remain in school through graduation. The results have been staggering. Charter Oaks retention rate is 95 percent nearly four times the 25 percent graduation rate among all Bridgeport students who go to college.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0308231
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0364725
IRS990/PYInvestmentIncomeAmt01214
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017673
IRS990/PYRevenuesLessExpensesAmt0-72953
IRS990/PYTotalExpensesAmt0382398
IRS990/PYTotalRevenueAmt0309445
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-128310
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0641169
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0512859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072336
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0381063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0212423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0308231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0453730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0490296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0374432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01839112
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0701
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0889
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0552
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03383
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70720
IRS990ScheduleA/PublicSupportPY170Pct00.70300
IRS990ScheduleA/PublicSupportTotal170Amt01303050
IRS990ScheduleA/SubstantialContributorsTotAmt0536062
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0212423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0308231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0453730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0490296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0374432
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01839112
IRS990ScheduleA/TotalSupportAmt01842495
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus1Amt014000
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt014000
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt017298
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt019813
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt037111
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt069191
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt079250
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0148441
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt014000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt014000
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt055667
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt017298
IRS990ScheduleC/LobbyingCeilingAmt0222662
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt069191
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0345954
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0345954
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt825000
IRS990ScheduleI/RecipientTable/CashGrantAmt911500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Purpose
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General and Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Scholarship Program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General and Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General and Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General and Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6General and Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Leadership Roundtable Program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8General and Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Philanthropy/Education Leadership
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10A Better Connecticut
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Achievement First Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Bridgeport Public Edu Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Excel Bridgeport
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14Families for Excellent School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Hartford Areas Rally Together
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16Northeast Charter Sch Network
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17Partnership for Strong Comm
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18Teach For America- CT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19Yale University
IRS990ScheduleI/RecipientTable/RecipientEIN0462357487
IRS990ScheduleI/RecipientTable/RecipientEIN1651203744
IRS990ScheduleI/RecipientTable/RecipientEIN2061379383
IRS990ScheduleI/RecipientTable/RecipientEIN3450824113
IRS990ScheduleI/RecipientTable/RecipientEIN4452870970
IRS990ScheduleI/RecipientTable/RecipientEIN5060938125
IRS990ScheduleI/RecipientTable/RecipientEIN6742952223
IRS990ScheduleI/RecipientTable/RecipientEIN7200882009
IRS990ScheduleI/RecipientTable/RecipientEIN8133541913
IRS990ScheduleI/RecipientTable/RecipientEIN9060646973
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1085 Willow Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11403 James Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12446 University Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine131057 Broad Street Suite 302
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14345 7th Avenue 501
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1543 Vernon St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16915 Broadway Suite 110
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17227 Lawrence Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine18142 Temple Street Suite 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine19157 Church Street
IRS990ScheduleI/RecipientTable/USAddress/City0New Haven
IRS990ScheduleI/RecipientTable/USAddress/City1New Haven
IRS990ScheduleI/RecipientTable/USAddress/City2Bridgeport
IRS990ScheduleI/RecipientTable/USAddress/City3Bridgeport
IRS990ScheduleI/RecipientTable/USAddress/City4New York
IRS990ScheduleI/RecipientTable/USAddress/City5Hartford
IRS990ScheduleI/RecipientTable/USAddress/City6Albany
IRS990ScheduleI/RecipientTable/USAddress/City7Hartford
IRS990ScheduleI/RecipientTable/USAddress/City8New Haven
IRS990ScheduleI/RecipientTable/USAddress/City9New Haven
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/State1CT
IRS990ScheduleI/RecipientTable/USAddress/State2CT
IRS990ScheduleI/RecipientTable/USAddress/State3CT
IRS990ScheduleI/RecipientTable/USAddress/State4NY
IRS990ScheduleI/RecipientTable/USAddress/State5CT
IRS990ScheduleI/RecipientTable/USAddress/State6NY
IRS990ScheduleI/RecipientTable/USAddress/State7CT
IRS990ScheduleI/RecipientTable/USAddress/State8CT
IRS990ScheduleI/RecipientTable/USAddress/State9CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006511
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode106513
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode206604

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,859
Liabilities
$0
Net assets
$512,859
Revenue
$217,644
Expenses
$345,954
Net income
-$128,310
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits