Civic Intelligence

Charley'S Fund Inc

990 • Fiscal year 2019 • EIN 20-2014968

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

635 Main Street Suite 3Great Barrington, MA 01230

(413) 528-0400

Siviq Scores

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

Liabilities / Assets

36th percentile

0.06x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.17x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

28th percentile

-3.6%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$241,185

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

42nd percentile

1.2%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$5,842,303

Up $68,525 (+1.2%) from 2018

Net Assets

Down

$5,470,011

Down $79,324 (-1.4%) from 2018

Liabilities

Up

$372,292

Up $147,849 (+66%) from 2018

Revenue

Down

$2,197,115

Down $571,629 (-21%) from 2018

Expenses

Up

$2,276,439

Up $14,924 (+0.7%) from 2018

Net Income

Down

-$79,324

Down $586,553 (-116%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,231,789Liabilities 2010: $957,471Net Assets 2010: $2,274,3182010Assets 2011: $3,783,996Liabilities 2011: $645,646Net Assets 2011: $3,138,3502011Assets 2012: $4,618,668Liabilities 2012: $596,156Net Assets 2012: $4,022,5122012Assets 2013: $9,253,046Liabilities 2013: $848,211Net Assets 2013: $8,404,8352013Assets 2014: $7,174,159Liabilities 2014: $114,723Net Assets 2014: $7,059,4362014Assets 2015: $5,328,300Liabilities 2015: $75,537Net Assets 2015: $5,252,7632015Assets 2016: $5,332,454Liabilities 2016: $69,936Net Assets 2016: $5,262,5182016Assets 2017: $5,479,080Liabilities 2017: $436,974Net Assets 2017: $5,042,1062017Assets 2018: $5,773,778Liabilities 2018: $224,443Net Assets 2018: $5,549,3352018Assets 2019: $5,842,303Liabilities 2019: $372,292Net Assets 2019: $5,470,0112019Assets 2020: $4,987,686Liabilities 2020: $237,253Net Assets 2020: $4,750,4332020Assets 2021: $5,463,767Liabilities 2021: $743,575Net Assets 2021: $4,720,1922021Assets 2022: $4,104,795Liabilities 2022: $179,002Net Assets 2022: $3,925,7932022Assets 2023: $1,028,035Liabilities 2023: $105,653Net Assets 2023: $922,3822023Assets 2024: $1,076,613Liabilities 2024: $12,105Net Assets 2024: $1,064,5082024

Highlighted filing

2019

Assets$5,842,303
Liabilities$372,292
Net Assets$5,470,011

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,449,322Expenses 2010: $1,181,341Net Income 2010: $267,9812010Expenses 2011: $636,7512011Revenue 2012: $1,716,740Expenses 2012: $357,000Net Income 2012: $1,359,7402012Revenue 2013: $5,128,500Expenses 2013: $762,375Net Income 2013: $4,366,1252013Revenue 2014: $1,589,136Expenses 2014: $2,918,337Net Income 2014: -$1,329,2012014Revenue 2015: $552,106Expenses 2015: $2,358,779Net Income 2015: -$1,806,6732015Revenue 2016: $4,175,464Expenses 2016: $4,165,709Net Income 2016: $9,7552016Revenue 2017: $1,421,079Expenses 2017: $1,641,491Net Income 2017: -$220,4122017Revenue 2018: $2,768,744Expenses 2018: $2,261,515Net Income 2018: $507,2292018Revenue 2019: $2,197,115Expenses 2019: $2,276,439Net Income 2019: -$79,3242019Revenue 2020: $1,182,641Expenses 2020: $1,902,221Net Income 2020: -$719,5802020Revenue 2021: $1,781,625Expenses 2021: $1,811,866Net Income 2021: -$30,2412021Revenue 2022: $652,985Expenses 2022: $1,447,384Net Income 2022: -$794,3992022Revenue 2023: $684,167Expenses 2023: $724,013Net Income 2023: -$39,8462023Revenue 2024: $628,496Expenses 2024: $491,964Net Income 2024: $136,5322024

Highlighted filing

2019

Revenue$2,197,115
Expenses$2,276,439
Net Income-$79,324
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$2,300,337
Mission and Program Overview

Mission

Charley's fund's singular mission is to support the development of treatments and a cure for duchenne muscular dystrophy (dmd). We identify and direct funding to the most compelling research and treatment programs related to dmd and, (cont. On sch. O.)

To accelerate the development of life-saving treatments for duchenne muscular dystrophy "dmd"

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,202,775$3,202,334▼ $441
Pledges and Grants Receivable$1,432,833$1,688,342▲ $255,509
Savings and Temporary Cash Investments$1,106,648$923,480▼ $183,168
Inventories for Sale or Use$12,938$11,137▼ $1,801
Cash and Non-Interest-Bearing Accounts$10,103$7,772▼ $2,331
Prepaid Expenses and Deferred Charges$4,234$4,455▲ $221
Land, Buildings, and Equipment, Net$797$1,333▲ $536
Total Assets$5,773,778$5,842,303▲ $68,525
Other Assets Total$3,450$3,450→ $0
Liabilities
Grants Payable$194,085$344,608▲ $150,523
Accounts Payable and Accrued Expenses$30,358$27,684▼ $2,674
Total Liabilities$224,443$372,292▲ $147,849
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,299,335$4,052,119▼ $247,216
Net Assets With Donor Restrictions$1,250,000$1,417,892▲ $167,892
Total Net Assets Fund Balance$5,549,335$5,470,011▼ $79,324
Total Liabilities and Net Assets / Fund Balance$5,773,778$5,842,303▲ $68,525

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,333$10,150$11,483
Investment Program Related Org$3,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,250,000$979,558-$811,666$1,417,892
2018$94,621$1,825,000-$669,621$1,250,000
2017$35,000$205,000-$145,379$94,621
2016$64,707$40,000-$69,707$35,000
2015-$130,000-$65,293$64,707
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura Dalle PazzePresident & COOFT$205,653$35,532$241,185
Tracy Kramer SecklerCo-founder & CEOFT$74,160-$74,160

Board Members and Trustees

NameTitle
Benjamin Seckler MdBoard Chairman
Ellen WilnerBoard Member
Kathe Kramer ChaseBoard Member
Mark AvaglianoBoard Member
Randy ReiffBoard Member
Karen ClimoClerk
Earl KramerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,082,116
Program Service Revenue
$100,039
Investment Income
$14,707
Other Revenue
$253
All Other Contributions
$2,082,116
Change in Net Assets
$-79,324

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$95,847Fair Market Value (FMV)
Total Noncash Contributions5$95,847-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,511,340
Salaries, Compensation, and Employee Benefits$521,578
Total Fundraising Expense$314,446
Other Expenses$243,521
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,208,694--$1,208,694
Current Officers, Directors, Trustees, and Key Employees$204,974$27,827$82,544$315,345
Foreign Grants$302,646--$302,646
Other Salaries and Wages-$50,394$113,314$163,708
Office Expenses$2,095$1,380$46,189$49,664
Other Expenses$11,139$2,336$14,732$28,207
Occupancy$8,295$3,544$11,747$23,586
Fees for Services Accounting$650$22,050-$22,700
Other Employee Benefits$687$6,315$15,418$22,420
Payroll Taxes$955$6,196$12,954$20,105
Fees for Services Other$5,628-$14,397$20,025
Travel$17,370$105$679$18,154
Insurance$2,236$2,235$2,235$6,706
Fees for Services Legal$4,228$710$237$5,175
Conferences and Meetings$2,930--$2,930
Fees for Service Investment Mgmnt Fees-$781-$781
Depreciation Depletion-$463-$463
Total Functional Expenses$1,837,657$124,336$314,446$2,276,439
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Umass Memorial FoundationShrewsbury, MA501(c)(3)Research Grant$1,200,000
Beth Israel Deaconess Medical CenterNew York, NY501(c)(3)Research Grant$8,694

International Summary

Offices
3
Employees
0
Spending
$494,538

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Contract to Receive Support From Duchenne Uk to Help Fund the Above Two ProjectsFundraising10$191,892
Europe (including Iceland & Greenland)Contract to Support the Leiden University Medical Center in Developing Best Practice GuideliGrants10$162,349
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumContract to Support the Universita Degli Studi Di Bari in Developing Best Practice GuideliGrants10$140,297
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Benjamin seckler, md (board chairman), is husband to tracy kramer seckler (board member). Earl kramer (treasurer), is father to tracy kramer seckler (board member) and kathe kramer chase (board member). Kathe kramer chase (board member), and tracy kramer seckler (board members), are sisters.

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

No review was or will be conducted.

Form 990, Part VI, Section B, Line 12C

Officers, directors and key employees must review the policy annually and sign a declaration that they have complied with the policy.

Form 990, Part VI, Section B, Line 15

Compensation of top management and officers of the organization is developed in consideration of performance and review of relevant competitive benchmarks and submitted to finance board members for approval.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
CHARLEY'S FUND INC
EIN
20-2014968
Phone
4135280400
Address
635 MAIN STREET SUITE 3, GREAT BARRINGTON, MA 01230

Signing Officer

Name
Tracy Kramer Seckler
Title
Co-founder/CEO
Phone
4135280400
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Kramer Seckler
Formed
2004
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
4
Volunteers
8

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
Preparer
James J Reilly
Phone
2126617777
Supplemental Narrative

Additional Explanations

Part III - Line 1

Importantly, amplify the impact of that funding with strategic problem-solving support to both awardees and the broader dmd research community. To beat dmd, it's not enough to find the best research; we also must proactively identify and knock down hurdles that stand in the way of efficient drug development. Since inception, we have directed more than $45m in funding to these efforts, leveraging both our own funding as well as funding from other dmd patient organizations to identify and support the best science in pursuit of treatments and a cure for dmd. In 2019, we dedicated a total of $1,837,658 to our programmatic efforts. Of this, $1,511,340 was dedicated to grants and allocations, and $326,318 was dedicated to other programmatic expenses.

Part III - Line 4A

We continued our support of the duchenne program at umass medical school, which we created in 2018. The program is powered by a unique collaboration among the medical, research, and patient communities. Founding clinic director dr. Brenda wong, host institution umass medical center and medical school, and charley's fund work jointly to ensure that the duchenne program - the largest dedicated duchenne clinic in the northeast us - delivers world-class results on three key goals: 1) deliver comprehensive, integrated care to patients; 2) host cutting-edge clinical trials; and 3) drive original research and discoveries to power the next wave of breakthroughs.the duchenne program, now in its second year, has more than 300 patients in its direct care and continues to benefit patients worldwide even if they do not enter its doors in person through sponsored clinical trials, original research, and sharing best practices in research and care with the broader community. This year, in addition to a roster of industry-sponsored clinical trials, the clinic secured irb approval for ongoing registry work and launched a biorepository.

Part III - Line 4B

Through our impact initiative, we work with partners in the field to develop their scientific programs and to identify research roadblocks and potential solutions. The impact initiative speeds and improves all research - not just one particular therapy - by identifying and then solving systemic problems that make drug development slower, more difficult and more costly. Currently, the impact initiative focuses on three areas: 1) improving outcome measures, 2) improving preclinical methods and decision-making, and 3) improving the design, execution and analysis of clinical trials for dmd. We developed the impact initiative because rigorous science - undertaken with urgency and focus - is the only way we get to the outcomes we and all duchenne families want: drugs that work, and work well. Solving these field-wide problems and improving our tools and resources is an absolute must to get results. Outcome measures one aspect of the drug development process that concerns us is the lack of reliable outcome measures that can determine the efficacy of an intervention over a reasonably short period of time. In 2019 casimir, llc continued its work to address this important need by developing a series of outcome measures designed to quantify patient quality of movement using videos of boys with dmd performing daily tasks. With our support, casimir has pursued activities to develop and refine their scoring system, gather key baseline data needed to determine its reliability and concept validity. The fda continues to be supportive and recently 'renewed' its endorsement for casimir to continue work with an fda-adjacent advisory body that provides hands-on input during development. Also in 2019, we continued our support for electrical impedance myography (eim), collaborating with eim founder dr. Seward rutkove to assess its suitability as an outcome measure for dmd. Eim utilizes a small, hand-held device to run a high-frequency current through a muscle. It is painless, relatively inexpensive, takes seconds to perform and can be used on patients of any age. With our support, dr. Rutkove has completed critical studies to confirm eim's reliability, consistency and ability to differentiate healthy muscle from diseased muscle. Our publication with the results of the most recent multi-site study has been published in annals of clinical and translational neurology. Charley's fund also continues to explore a potential clinical study to obtain key outstanding data in a more efficient, effective manner than two separate approaches, mentioned above. Both programs are at a point where the critical need is data to help answer a key question: "how accurately do these measures detect treatment effect?" since steroid treatment is the only approved intervention known to alter disease progression, in 2019 we started conversations with both the casimir and eim teams to consider an observational study to evaluate the two exploratory measures' sensitivity to change in disease upon initiation of steroid treatment. Preclinical methods one major reason we have trouble translating promising research results into actual therapies is the shortcomings of how preclinical methods and modules are used by dmd researchers. Our "of mice and measures" program (omam) is a collaborative, ongoing effort that brings together experts from academia and industry to improve the decision-making process for which drugs should advance to clinical testing. To this purpose, in 2019 we committed $302,646 to leiden university medical center in the netherlands and universita degli studi di bari in italy for a large natural history study to better characterize key dmd models. A key component of the study is to unearth discrepancies in the processes different labs undertake and then publicize the best methodology to enable reliable, consistent results. Clinical trials the collaborative trajectory analysis project (ctap) is a collaborative effort among key stakeholders in the industry, academic,

Financial Statement Notes

PART V, LINE 4:

Temporarily restricted net assets consist of contributions that are restricted by the donor for a specific purpose or relate to future periods.

Raw XML AppendixShowing 400 of 706 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-FOUNDER & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & COO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt01200000
IRS990/GrantsPayableGrp/BOYAmt0194085
IRS990/GrantsPayableGrp/EOYAmt0344608
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01208694
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01208694
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt095847
IRS990/GrossReceiptsAmt02300337
IRS990/GrossSalesOfInventoryAmt08069
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt02235
IRS990/InsuranceGrp/ManagementAndGeneralAmt02235
IRS990/InsuranceGrp/ProgramServicesAmt02236
IRS990/InsuranceGrp/TotalAmt06706
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012938
IRS990/InventoriesForSaleOrUseGrp/EOYAmt011137
IRS990/InvestmentIncomeGrp/ExclusionAmt014707
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014707
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt03202775
IRS990/InvestmentsProgramRelatedGrp/EOYAmt03202334
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010150
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0797
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01333
IRS990/LandBldgEquipCostOrOtherBssAmt011483
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt095847
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHARLEY'S FUND'S SINGULAR MISSION IS TO SUPPORT THE DEVELOPMENT OF TREATMENTS AND A CURE FOR DUCHENNE MUSCULAR DYSTROPHY (DMD). WE IDENTIFY AND DIRECT FUNDING TO THE MOST COMPELLING RESEARCH AND TREATMENT PROGRAMS RELATED TO DMD AND, (CONT. ON SCH. O.)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05549335
IRS990/NetAssetsOrFundBalancesEOYAmt05470011
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0694
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04299335
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04052119
IRS990/NoncashContributionsAmt095847
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011747
IRS990/OccupancyGrp/ManagementAndGeneralAmt03544
IRS990/OccupancyGrp/ProgramServicesAmt08295
IRS990/OccupancyGrp/TotalAmt023586
IRS990/OfficeExpensesGrp/FundraisingAmt046189
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01380
IRS990/OfficeExpensesGrp/ProgramServicesAmt02095
IRS990/OfficeExpensesGrp/TotalAmt049664
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03450
IRS990/OtherAssetsTotalGrp/EOYAmt03450
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015418
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06315
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0687
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022420
IRS990/OtherExpensesGrp/Desc0SCIENTIFIC CONSULTING
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/FundraisingAmt014732
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02336
IRS990/OtherExpensesGrp/ProgramServicesAmt065130
IRS990/OtherExpensesGrp/ProgramServicesAmt111139
IRS990/OtherExpensesGrp/TotalAmt065130
IRS990/OtherExpensesGrp/TotalAmt128207
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LOSS ON INVESTEMNT IN LLC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-441
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-441
IRS990/OtherRevenueTotalAmt0-441
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0113314
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050394
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163708
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012954
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06196
IRS990/PayrollTaxesGrp/ProgramServicesAmt0955
IRS990/PayrollTaxesGrp/TotalAmt020105
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01432833
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01688342
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04234
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04455
IRS990/PrincipalOfficerNm0TRACY KRAMER SECKLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0RESEARCH DEVELOPMENT AWARD
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0100039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0100039
IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE O
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0386620
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0311340
IRS990/ProgSrvcAccomActy3Grp/Desc0AS PART OF CHARLEY'S FUND, INC. GENERAL SUPPORT OF THERAPEUTIC DEVELOPMENT, THIS 2019 REVENUE WAS TRIGGERED BY A MILESTONE DETAILED IN A 2016 FUNDING AGREEMENT WITH AKASHI THERAPEUTICS, INC.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0100039
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02757831
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01522481
IRS990/PYInvestmentIncomeAmt012225
IRS990/PYOtherExpensesAmt0260701
IRS990/PYOtherRevenueAmt0-1312
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0507229
IRS990/PYSalariesCompEmpBnftPaidAmt0478333
IRS990/PYTotalExpensesAmt02261515
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02768744
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-79324
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01106648
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0923480
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER - 2017 AMOUNT: $ 38.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02082116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02757831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01415266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01054965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01550470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08860648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03119820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01178
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03150822
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03220734
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/OtherIncome170Grp/TotalAmt038
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60140
IRS990ScheduleA/PublicSupportPY170Pct00.56750
IRS990ScheduleA/PublicSupportTotal170Amt07223391
IRS990ScheduleA/SubstantialContributorsTotAmt01637257
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02082116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02757831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01415266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01054965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01550470
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08860648
IRS990ScheduleA/TotalSupportAmt012011508
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01250000
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0979558
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01417892
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0811666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt094621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01825000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01250000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0669621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0205000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt094621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0145379
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt064707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt040000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt069707
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0130000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt064707
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt065293
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01333
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010150
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011483
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0-6754
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1-414
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2125000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt384502
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt43000000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT - DMD SOLUTIONS,LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENT - TCW CATALYST,LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENT - WIDE VISION LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3INVESTMENT - DART THERAPEUTICS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4INVESTMENT - AKASHI THERAPEU.
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEMPORARILY RESTRICTED NET ASSETS CONSIST OF CONTRIBUTIONS THAT ARE RESTRICTED BY THE DONOR FOR A SPECIFIC PURPOSE OR RELATE TO FUTURE PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01333
IRS990ScheduleD/TotalBookValueProgramRltdAmt03202334
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0162349
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1140297
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2191892

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.06$0.63$0.49$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.11$0.92$0.68$0.72$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.10$0.18$3.93$0.65$1.45$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.74$4.72$1.78$1.81$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.24$4.75$1.18$1.90$0.72
2019Detailed filing. Detailed filing data is available for this year.$5.84$0.37$5.47$2.20$2.28$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.22$5.55$2.77$2.26$0.51
2017Summary only. Only limited summary data is available for this year.$5.48$0.44$5.04$1.42$1.64$0.22
2016Summary only. Only limited summary data is available for this year.$5.33$0.07$5.26$4.18$4.17$0.01
2015Summary only. Only limited summary data is available for this year.$5.33$0.08$5.25$0.55$2.36$1.81
2014Summary only. Only limited summary data is available for this year.$7.17$0.11$7.06$1.59$2.92$1.33
2013Summary only. Only limited summary data is available for this year.$9.25$0.85$8.40$5.13$0.76$4.37
2012Summary only. Only limited summary data is available for this year.$4.62$0.60$4.02$1.72$0.36$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.65$3.14$0.64
2010Summary only. Only limited summary data is available for this year.$3.23$0.96$2.27$1.45$1.18$0.27