Civic Intelligence

Charter Charitable Foundation

990PF • Fiscal year 2015 • EIN 20-0471816

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

Organization Profile
90 North Main StreetConcord, NH 03301

(603) 224-1350

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-19%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$5,771,680

Down $48,985 (-0.8%) from 2014

Net Assets

Down

$5,771,680

Down $48,985 (-0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin20th percentile

Revenue

Down

$369,201

Down $83,829 (-19%) from 2014

Expenses

Up

$418,334

Up $45,926 (+12%) from 2014

Net Income

Down

-$49,133

Down $129,755 (-161%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$10M$5.0M$0Assets 2010: $5,768,679Liabilities 2010: $0Net Assets 2010: $5,768,6792010Assets 2011: $5,769,338Liabilities 2011: $0Net Assets 2011: $5,769,3382011Assets 2012: $5,787,184Liabilities 2012: $0Net Assets 2012: $5,787,1842012Assets 2013: $5,739,362Liabilities 2013: $0Net Assets 2013: $5,739,3622013Assets 2014: $5,820,665Liabilities 2014: $0Net Assets 2014: $5,820,6652014Assets 2015: $5,771,680Liabilities 2015: $0Net Assets 2015: $5,771,6802015Assets 2016: $5,705,069Liabilities 2016: $0Net Assets 2016: $5,705,0692016Assets 2017: $5,938,078Liabilities 2017: $0Net Assets 2017: $5,938,0782017Assets 2018: $5,948,949Liabilities 2018: $0Net Assets 2018: $5,948,9492018Assets 2019: $6,928,949Liabilities 2019: $0Net Assets 2019: $6,928,9492019Assets 2020: $7,592,952Liabilities 2020: $0Net Assets 2020: $7,592,9522020Assets 2021: $8,032,889Liabilities 2021: $0Net Assets 2021: $8,032,8892021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$5,771,680
Liabilities$0
Net Assets$5,771,680
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $454,6502010Expenses 2011: $425,3752011Expenses 2012: $444,0322012Revenue 2013: $259,401Expenses 2013: $373,186Net Income 2013: -$113,7852013Revenue 2014: $453,030Expenses 2014: $372,408Net Income 2014: $80,6222014Revenue 2015: $369,201Expenses 2015: $418,334Net Income 2015: -$49,1332015Revenue 2016: $518,651Expenses 2016: $585,362Net Income 2016: -$66,7112016Revenue 2017: $1,157,767Expenses 2017: $918,728Net Income 2017: $239,0392017Revenue 2018: $441,829Expenses 2018: $430,628Net Income 2018: $11,2012018Revenue 2019: $1,397,013Expenses 2019: $416,758Net Income 2019: $980,2552019Revenue 2020: $1,117,432Expenses 2020: $455,182Net Income 2020: $662,2502020Revenue 2021: $913,988Expenses 2021: $473,297Net Income 2021: $440,6912021Revenue 2022: $1,680,010Expenses 2022: $433,181Net Income 2022: $1,246,8292022

Highlighted filing

2015

Revenue$369,201
Expenses$418,334
Net Income-$49,133
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A ALBRECHTChairman/Director-$0--
CYNTHIA WENTWORTHDirector-$0--
ELIZABETH R KAPPDirector-$0--
KATHRYN WOODFINMng Director / Tr-$0--
CHRISTINE DONOVANDirector/Sec-$0--
KAREN CRUMPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charter Charitable Foundation
EIN
20-0471816
Phone
6032241350
Address
90 NORTH MAIN STREET, CONCORD, NH 03301

Signing Officer

Name
Kathryn Woodfin
Title
Mng Director / Treasurer
Phone
6032241350
Signed
2016-05-04

Preparer

Firm
Carew & Wells Pllc
Address
3 NORTH SPRING ST SUITE 100, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML AppendixShowing 400 of 723 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED CHARTER TRUST STATEMENT
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATHRYN WOODFIN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHRYN WOODFIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06037178452
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0CHARTER CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 245
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE DUE 3/15 & 10/15
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL-NON OPERATING EXP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MISSION,SERVICE,WORSHIP EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL/FORESTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL- NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL- NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL- NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL- NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15RESTRICTED SYMPHONY CONCERTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL-NONOPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19RESTRICTED FUEL ASSISTANCE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20RESTRICTED PRESERVATION SQUAM WATERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21RESTRICTED WEEKEND SCHOOL FOOD PROGR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22NATURE MATTER CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23EQUESTRIAN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24COMMUNITY FAIR FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26NON-OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27FISH & SUPPLIES NEW MEMORY UNIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28RESTRICTED TO BRING WOMEN TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29RESTRICTED TO BRING WOMEN TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30RESTRICTED TO BRING WOMEN TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31RESTRICTED TO BRING WOMEN TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32NON-OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34SUBSTANCE ABUSE PREVENTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35END RAPE CAMPUS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36FINANCIAL AID FOR SUBSTANCE TRTMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37NH PRISON PROGRAM-CHILD CONTACT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38RESTRICTED NON-OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39NON-OPERATING EXPENSES-FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40PROMOTE SERVICES TO SPECIAL NEEDS PE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt24PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE BRIDGE HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PLYMOUTH CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SANT BANI SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PROCTOR ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NARAL PRO CHOICE NH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5NH PUBLIC TELEVISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6COMMITTEE FOR SKEPTICAL INQUIRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7FRIEND OF FAMILY PLANNING OF MARTHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9CONCORD FEMINIST HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10SCHOONER MARTHA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11SECULAR STUDENT ALLIANCE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,771,680
Liabilities
$0
Net assets
$5,771,680
Revenue
$369,201
Expenses
$418,334
Net income
-$49,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.68$0.43$1.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.00$8.03$0.91$0.47$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.00$7.59$1.12$0.46$0.66
2019Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$1.40$0.42$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.44$0.43$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$1.16$0.92$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.52$0.59$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.37$0.42$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.45$0.37$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.26$0.37$0.11
2012Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.44
2011Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.43
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $5M-$10M nonprofits