Civic Intelligence

Charter School Financing Partnership LLC

990 • Fiscal year 2019 • EIN 26-1521682

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

1 Washington Mall 12th FloorBoston, MA 02108

(617) 720-1999

Siviq Scores

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

Liabilities / Assets

35th percentile

0.09x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

3.04x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

20%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$15,921,984

Down $66,863 (-0.4%) from 2018

Net Assets

Up

$14,529,035

Up $323,664 (+2.3%) from 2018

Liabilities

Down

$1,392,949

Down $390,527 (-22%) from 2018

Revenue

Up

$458,806

Up $75,175 (+20%) from 2018

Expenses

Down

$135,142

Down $11,989 (-8.1%) from 2018

Net Income

Up

$323,664

Up $87,164 (+37%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $18,694,870Liabilities 2011: $14,938,805Net Assets 2011: $3,756,0652011Assets 2012: $18,868,967Liabilities 2012: $6,648,338Net Assets 2012: $12,220,6292012Assets 2013: $18,952,396Liabilities 2013: $3,545,317Net Assets 2013: $15,407,0792013Assets 2014: $18,616,682Liabilities 2014: $3,155,749Net Assets 2014: $15,460,9332014Assets 2015: $17,655,233Liabilities 2015: $4,346,610Net Assets 2015: $13,308,6232015Assets 2016: $17,666,660Liabilities 2016: $3,985,841Net Assets 2016: $13,680,8192016Assets 2017: $16,061,610Liabilities 2017: $2,092,739Net Assets 2017: $13,968,8712017Assets 2018: $15,988,847Liabilities 2018: $1,783,476Net Assets 2018: $14,205,3712018Assets 2019: $15,921,984Liabilities 2019: $1,392,949Net Assets 2019: $14,529,0352019Assets 2020: $15,764,235Liabilities 2020: $930,438Net Assets 2020: $14,833,7972020Assets 2021: $15,663,489Liabilities 2021: $652,224Net Assets 2021: $15,011,2652021Assets 2022: $15,261,497Liabilities 2022: $32,280Net Assets 2022: $15,229,2172022Assets 2023: $15,965,582Liabilities 2023: $90,809Net Assets 2023: $15,874,7732023Assets 2024: $16,559,796Liabilities 2024: $22,416Net Assets 2024: $16,537,3802024

Highlighted filing

2019

Assets$15,921,984
Liabilities$1,392,949
Net Assets$14,529,035

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $250,0652011Expenses 2012: $520,9512012Revenue 2013: $3,465,850Expenses 2013: $279,400Net Income 2013: $3,186,4502013Revenue 2014: $207,793Expenses 2014: $153,939Net Income 2014: $53,8542014Revenue 2015: $189,623Expenses 2015: $2,341,933Net Income 2015: -$2,152,3102015Revenue 2016: $512,871Expenses 2016: $140,675Net Income 2016: $372,1962016Revenue 2017: $438,482Expenses 2017: $150,430Net Income 2017: $288,0522017Revenue 2018: $383,631Expenses 2018: $147,131Net Income 2018: $236,5002018Revenue 2019: $458,806Expenses 2019: $135,142Net Income 2019: $323,6642019Revenue 2020: $457,712Expenses 2020: $152,950Net Income 2020: $304,7622020Revenue 2021: $332,818Expenses 2021: $155,350Net Income 2021: $177,4682021Revenue 2022: $357,859Expenses 2022: $139,907Net Income 2022: $217,9522022Revenue 2023: $780,945Expenses 2023: $135,389Net Income 2023: $645,5562023Revenue 2024: $781,170Expenses 2024: $118,563Net Income 2024: $662,6072024

Highlighted filing

2019

Revenue$458,806
Expenses$135,142
Net Income$323,664
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Gross Receipts
$458,806
Mission and Program Overview

Mission

Charter school financing partnership, llc (csfp) is organized and operated exclusively encourage, facilitate, and assist in the financing of charter schools and all educational activities related thereto. The housing partnership network, inc. And five of its members, who are leading lenders to charter schools, joined together to create csfp - a groundbreaking vehicle to access secondary market financing for charter schools that serve disadvantaged students and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$14,453,589$14,327,753▼ $125,836
Cash and Non-Interest-Bearing Accounts$838,085$916,250▲ $78,165
Savings and Temporary Cash Investments$656,616$661,106▲ $4,490
Accounts Receivable$25,199--
Prepaid Expenses and Deferred Charges$15,358$16,875▲ $1,517
Total Assets$15,988,847$15,921,984▼ $66,863
Liabilities
Unsecured Notes Loans Payable$1,651,116$1,276,208▼ $374,908
Accounts Payable and Accrued Expenses$132,360$116,741▼ $15,619
Total Liabilities$1,783,476$1,392,949▼ $390,527
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,099,473$13,348,545▲ $249,072
Net Assets Without Donor Restrictions$1,105,898$1,180,490▲ $74,592
Total Net Assets Fund Balance$14,205,371$14,529,035▲ $323,664
Total Liabilities and Net Assets / Fund Balance$15,988,847$15,921,984▼ $66,863

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$773,505--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kim Latimer-nelliganChair
Katie RodriguezPresident
Thomas a Bledsoe Left in 2019Vice Chair
Dan KomarekBoard Manager
Diane BorradaileBoard Manager
Mark Van BruntBoard Manager
Rebecca ReganBoard Manager
Sara Vernon StermanBoard Manager
Eric ChatmanAssistant Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$249,072
Program Service Revenue
$203,991
Investment Income
$5,743
Other Revenue
$0
Change in Net Assets
$323,664

Audited Revenue Reconciliation

Revenue per Audited Statements
$458,806
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$458,806
Total Revenue per Form 990
$458,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$62,623$9,357-$71,980
Insurance$36,732--$36,732
Fees for Services Accounting-$25,960-$25,960
Other Expenses$470--$470
Total Functional Expenses$99,825$35,317$0$135,142

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$135,142
Total Expenses per Audited Statements$135,142
Total Expenses per Form 990$135,142
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Csfp utilizes housing partnership network as a management agency, who provides the day to day operating support and record keeping.

Form 990, Part VI, Section A, Line 6

Csfp has six members. Members may serve on the board of managers.

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

Prior to filing, csfp's board of managers review and approve the form 990.

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

Annual conflict of interest disclosure is used and if any issues arise the board is notified. If issues arise, the board manager involved will recuse themselves from the decision making process.

Form 990, Part VI, Section C, Line 19

Csfp's governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Charter School Financing Partnership
EIN
26-1521682
Phone
6177201999
Address
1 WASHINGTON MALL 12TH FLOOR, BOSTON, MA 02108

Signing Officer

Name
Katie Rodriguez
Title
President
Phone
6177201999
Signed
2020-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Rodriguez
Formed
2007
Legal Domicile
De
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Thomas Washburn CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of managers assumes responsibility for oversight of the audit of its financial statements and the selection of an independent accountant.

Financial Statement Notes

PART X, LINE 2:

Csfp accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Csfp has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at december 31, 2019. Csfp's information returns are subject to examination by the federal and state jurisdictions.

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IRS990/MissionDesc0CHARTER SCHOOL FINANCING PARTNERSHIP, LLC (CSFP) IS ORGANIZED AND OPERATED EXCLUSIVELY ENCOURAGE, FACILITATE, AND ASSIST IN THE FINANCING OF CHARTER SCHOOLS AND ALL EDUCATIONAL ACTIVITIES RELATED THERETO. THE HOUSING PARTNERSHIP NETWORK, INC. AND FIVE OF ITS MEMBERS, WHO ARE LEADING LENDERS TO CHARTER SCHOOLS, JOINED TOGETHER TO CREATE CSFP - A GROUNDBREAKING VEHICLE TO ACCESS SECONDARY MARKET FINANCING FOR CHARTER SCHOOLS THAT SERVE DISADVANTAGED STUDENTS AND COMMUNITIES.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0521425
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05743
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05008
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04076
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0487
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0203991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0218249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0367358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0481472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0175440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01446510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05008
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0487
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015478
IRS990ScheduleA/InvestmentIncomeCYPct00.00780
IRS990ScheduleA/InvestmentIncomePYPct00.00600
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.36050
IRS990ScheduleA/PublicSupportPY509Pct00.28780
IRS990ScheduleA/PublicSupportTotal509Amt0715082
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0172212
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0178785
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0322358
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0454058
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0125440
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01252853
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0172212
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0178785
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0322358
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0454058
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0125440
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01252853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0453063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0378623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0434406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0512707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189136
IRS990ScheduleA/Total509Grp/TotalAmt01967935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0458806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0383631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0438482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0512871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0189623
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01983413
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0135142
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt09175178
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1640964
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2224911
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt33513195
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4773505
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CREDIT ENHANCEMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1LOANS RECEIVABLE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2LENDING RESERVE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3GRANT RESERVE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4DEBT SERVICE RESERVES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0458806
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CSFP ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CSFP HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2019. CSFP'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt014327753
IRS990ScheduleD/TotalExpensesPerForm990Amt0135142
IRS990ScheduleD/TotalRevenuePerForm990Amt0458806
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0458806
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0135142
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THOMAS BLEDSOE, ERIC CHATMAN, REBECCA REGAN WERE COMPENSATED BY HOUSING PARTNERSHIP NETWORK, INC. (HPN), AN UNRELATED NONPROFIT MANAGEMENT AGENT PROVIDING SERVICES TO CHARTER SCHOOL FINANCING PARTNERHSHIP, LLC, AS FULL TIME EMPLOYEES OF HPN. THOMAS BLEDSOE RECEIVED $497,908 IN SALARY AND BONUS AND $49,003 IN BENEFITS. REBECCA REGAN RECEIVED $301,223 IN SALARY AND BONUS AND $49,004 IN BENEFITS. ERIC CHATMAN RECEIVED $295,924 IN SALARY AND BONUS AND $46,197 IN BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, QUESTION 5
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CSFP UTILIZES HOUSING PARTNERSHIP NETWORK AS A MANAGEMENT AGENCY, WHO PROVIDES THE DAY TO DAY OPERATING SUPPORT AND RECORD KEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CSFP HAS SIX MEMBERS. MEMBERS MAY SERVE ON THE BOARD OF MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING, CSFP'S BOARD OF MANAGERS REVIEW AND APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL CONFLICT OF INTEREST DISCLOSURE IS USED AND IF ANY ISSUES ARISE THE BOARD IS NOTIFIED. IF ISSUES ARISE, THE BOARD MANAGER INVOLVED WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CSFP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF MANAGERS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015988847
IRS990/TotalAssetsEOYAmt015921984
IRS990/TotalAssetsGrp/BOYAmt015988847
IRS990/TotalAssetsGrp/EOYAmt015921984
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0249072
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035317
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099825
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135142
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01783476
IRS990/TotalLiabilitiesEOYAmt01392949
IRS990/TotalLiabilitiesGrp/BOYAmt01783476
IRS990/TotalLiabilitiesGrp/EOYAmt01392949
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014205371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014529035
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt099825
IRS990/TotalProgramServiceRevenueAmt0203991
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05743
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0203991
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0458806
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015988847
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015921984
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01651116
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01276208
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 WASHINGTON MALL 12TH FLOOR
IRS990/USAddress/CityNm0BOSTON

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.5$0.78$0.12$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.09$15.9$0.78$0.14$0.65
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.03$15.2$0.36$0.14$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.65$15.0$0.33$0.16$0.18
2020Detailed filing. Detailed filing data is available for this year.$15.8$0.93$14.8$0.46$0.15$0.30
2019Detailed filing. Detailed filing data is available for this year.$15.9$1.39$14.5$0.46$0.14$0.32
2018Detailed filing. Detailed filing data is available for this year.$16.0$1.78$14.2$0.38$0.15$0.24
2017Detailed filing. Detailed filing data is available for this year.$16.1$2.09$14.0$0.44$0.15$0.29
2016Detailed filing. Detailed filing data is available for this year.$17.7$3.99$13.7$0.51$0.14$0.37
2015Detailed filing. Detailed filing data is available for this year.$17.7$4.35$13.3$0.19$2.34$2.15
2014Detailed filing. Detailed filing data is available for this year.$18.6$3.16$15.5$0.21$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$19.0$3.55$15.4$3.47$0.28$3.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$6.65$12.2$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$14.9$3.76$0.25