Civic Intelligence

Charter Educational Services & Resources Inc.

990 • Fiscal year 2019 • EIN 26-2674420

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

310 Maxwell Rd Ste 600CAlpharetta, GA 30009

(706) 751-5245

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$182,420

Down $55,582 (-23%) from 2018

Net Assets

Down

$182,420

Down $48,621 (-21%) from 2018

Liabilities

Down

$0

Down $6,961 (-100%) from 2018

Revenue And Expenses

Revenue

Down

$0

Down $584,993 (-100%) from 2018

Expenses

Down

$1,875

Down $554,389 (-100%) from 2018

Net Income

Down

-$1,875

Down $30,604 (-107%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $76,841Liabilities 2011: $14,362Net Assets 2011: $62,4792011Assets 2012: $181,679Liabilities 2012: $43,409Net Assets 2012: $138,2702012Assets 2013: $77,104Liabilities 2013: $33,762Net Assets 2013: $43,3422013Assets 2014: $109,892Liabilities 2014: $16,273Net Assets 2014: $93,6192014Assets 2015: $166,052Liabilities 2015: $2,802Net Assets 2015: $163,2502015Assets 2016: $184,476Liabilities 2016: $2,056Net Assets 2016: $182,4202016Assets 2017: $203,528Liabilities 2017: $1,216Net Assets 2017: $202,3122017Assets 2018: $238,002Liabilities 2018: $6,961Net Assets 2018: $231,0412018Assets 2019: $182,420Liabilities 2019: $0Net Assets 2019: $182,4202019Assets 2019: $289,593Liabilities 2019: $8,325Net Assets 2019: $281,2682019Assets 2020: $346,480Liabilities 2020: $77,986Net Assets 2020: $268,4942020Assets 2021: $435,219Liabilities 2021: $469Net Assets 2021: $434,7502021Assets 2022: $600,972Liabilities 2022: $375Net Assets 2022: $600,5972022Assets 2023: $713,759Liabilities 2023: $293Net Assets 2023: $713,4662023Assets 2024: $793,798Liabilities 2024: $1,329Net Assets 2024: $792,4692024

Highlighted filing

2019

Assets$182,420
Liabilities$0
Net Assets$182,420

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $448,7032011Expenses 2012: $501,9572012Expenses 2013: $499,4112013Revenue 2014: $583,139Expenses 2014: $532,862Net Income 2014: $50,2772014Revenue 2015: $625,467Expenses 2015: $555,836Net Income 2015: $69,6312015Revenue 2016: $623,121Expenses 2016: $603,949Net Income 2016: $19,1722016Revenue 2017: $528,232Expenses 2017: $508,340Net Income 2017: $19,8922017Revenue 2018: $584,993Expenses 2018: $556,264Net Income 2018: $28,7292018Revenue 2019: $0Expenses 2019: $1,875Net Income 2019: -$1,8752019Revenue 2019: $609,136Expenses 2019: $558,909Net Income 2019: $50,2272019Revenue 2020: $644,580Expenses 2020: $657,354Net Income 2020: -$12,7742020Revenue 2021: $822,828Expenses 2021: $656,572Net Income 2021: $166,2562021Revenue 2022: $818,391Expenses 2022: $652,544Net Income 2022: $165,8472022Revenue 2023: $821,983Expenses 2023: $709,114Net Income 2023: $112,8692023Revenue 2024: $887,675Expenses 2024: $808,672Net Income 2024: $79,0032024

Highlighted filing

2019

Revenue$0
Expenses$1,875
Net Income-$1,875
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

The organization researches and develops advanced educational models for charter schools by sharing best practices among member schools and providing staff and student development services.

The mission of the organization is to research and develop advanced educational models for charter schools by sharing best practices among member schools and providing staff and student development services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$177,612$179,487▲ $1,875
Land, Buildings, and Equipment, Net$4,808$2,933▼ $1,875
Total Assets$182,420$182,420→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$182,420$182,420→ $0
Total Net Assets Fund Balance$182,420$182,420→ $0
Total Liabilities and Net Assets / Fund Balance$182,420$182,420→ $0

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,933$33,824$36,757
Compensation and Service Providers

Board Members and Trustees

NameTitle
Husamettin OrhanBoard President
Bryan FullerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,875
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
Depreciation Depletion$1,875--$1,875
Total Functional Expenses$1,875$0$0$1,875
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A draft of form 990 is shared with the members of the board who provide comments and questions.

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

The conflict of interest policy is read during the board meeting. The board of directors, staff, and the officials of the school receiving services are all aware of the policy.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Charter Educational Services
EIN
26-2674420
Phone
7067515245
Address
310 MAXWELL RD STE 600C, ALPHARETTA, GA 30009

Signing Officer

Name
Avni Cokavci
Title
Executive Coordinator
Phone
7067515245
Signed
2019-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Avni Cokavci
Formed
2008
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Marshall Jones & Co
Address
3097 E SHADOWLAWN AVE NE, ATLANTA, GA 30305
Preparer
Susan K Hopkins
Phone
4042312001
Raw XML Appendix276 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/Desc0TO PROVIDE ASSISTANCE TO OTHER CHARTER SCHOOLS WHOSE FOCUS IS ON THE FIELDS OF SCIENCE AND MATHMATICS,INCLUDING TEACHERS AND STUDENTS. TO ENHANCE THEIR EDUCATIONAL EXPERIENCE. ALSO TO BE INVOLVED WITH RESEARCHING AND DEVELOPING AN EDUCATIONAL MODEL FOR SCHOOLS TO UTILIZE TO INSPIRE STUDENTS TO EXPLORE CAREER PATHS IN SCIENCE AND TECHNOLOGY AND TO PROVIDE CONSULTING AND TRAINING SERVICES TO CHARTER SCHOOLS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS SHARED WITH THE MEMBERS OF THE BOARD WHO PROVIDE COMMENTS AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS READ DURING THE BOARD MEETING. THE BOARD OF DIRECTORS, STAFF, AND THE OFFICIALS OF THE SCHOOL RECEIVING SERVICES ARE ALL AWARE OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07067515245
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTER EDUCATIONAL SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& RESOURCES INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0262674420
ReturnHeader/Filer/PhoneNum07067515245
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ReturnHeader/FilingSecurityInformation/IPTm014:59:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581589807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL JONES & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03097 E SHADOWLAWN AVE NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerPersonGrp/PhoneNum04042312001
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K HOPKINS
ReturnHeader/ReturnTs02019-11-25T14:02:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$7.94$0.01$7.92$8.88$8.09$0.79
2023Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.13$8.22$7.09$1.13
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$8.18$6.53$1.66
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$8.23$6.57$1.66
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.78$2.68$6.45$6.57$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.08$2.81$6.09$5.59$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.07$2.31$5.85$5.56$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.02$5.28$5.08$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$6.23$6.04$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.63$6.25$5.56$0.70
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.16$0.94$5.83$5.33$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.34$0.43$4.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.43$1.38$5.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.14$0.62$4.49