Civic Intelligence

Charter Schools Action Fund

990EZ • Fiscal year 2020 • EIN 47-2045681

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

800 Connecticut Avenue NW No 300Washiington, DC 20006

(202) 521-2848

Siviq Scores

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

Liabilities / Assets

97th percentile

1.43x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

1.03x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-101%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-43%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-21%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$64,769

Down $49,341 (-43%) from 2019

Net Assets

Down

-$27,768

Down $91,060 (-144%) from 2019

Liabilities

Up

$92,537

Up $41,719 (+82%) from 2019

Revenue

Down

$90,000

Down $23,433 (-21%) from 2019

Expenses

Up

$181,060

Up $30,645 (+20%) from 2019

Net Income

Down

-$91,060

Down $54,078 (-146%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2014: $67,804Liabilities 2014: $5,949Net Assets 2014: $61,8552014Assets 2015: $137,503Liabilities 2015: $72,909Net Assets 2015: $64,5942015Assets 2016: $300,481Liabilities 2016: $18,146Net Assets 2016: $282,3352016Assets 2017: $615,481Liabilities 2017: $40,765Net Assets 2017: $574,7162017Assets 2018: $128,313Liabilities 2018: $28,039Net Assets 2018: $100,2742018Assets 2019: $114,110Liabilities 2019: $50,818Net Assets 2019: $63,2922019Assets 2020: $64,769Liabilities 2020: $92,537Net Assets 2020: -$27,7682020Assets 2021: $97,406Liabilities 2021: $147,207Net Assets 2021: -$49,8012021Assets 2022: $376,189Liabilities 2022: $287,332Net Assets 2022: $88,8572022Assets 2023: $604,996Liabilities 2023: $335,038Net Assets 2023: $269,9582023Assets 2024: $383,462Liabilities 2024: $324,336Net Assets 2024: $59,1262024

Highlighted filing

2020

Assets$64,769
Liabilities$92,537
Net Assets-$27,768

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $100,000Expenses 2014: $38,145Net Income 2014: $61,8552014Revenue 2015: $265,000Expenses 2015: $262,261Net Income 2015: $2,7392015Revenue 2016: $245,000Expenses 2016: $27,259Net Income 2016: $217,7412016Revenue 2017: $315,000Expenses 2017: $25,093Net Income 2017: $289,9072017Revenue 2018: $0Expenses 2018: $474,442Net Income 2018: -$474,4422018Revenue 2019: $113,433Expenses 2019: $150,415Net Income 2019: -$36,9822019Revenue 2020: $90,000Expenses 2020: $181,060Net Income 2020: -$91,0602020Revenue 2021: $85,000Expenses 2021: $107,033Net Income 2021: -$22,0332021Revenue 2022: $979,471Expenses 2022: $840,813Net Income 2022: $138,6582022Revenue 2023: $565,000Expenses 2023: $383,899Net Income 2023: $181,1012023Revenue 2024: $254,081Expenses 2024: $464,913Net Income 2024: -$210,8322024

Highlighted filing

2020

Revenue$90,000
Expenses$181,060
Net Income-$91,060
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$90,000
Mission and Program Overview

Mission

A social welfare organization organized to amplify the work of the national alliance for public charter schools, a 501(c)(3) organization.

Secure a significant increase in the federal charter schools program, which provides needed funds to open and replicated high performing charter schools.

Program Services

DescriptionGrantsExpenses
SECURE A SIGNIFICANT INCREASE IN THE FEDERAL CHARTER SCHOOLS PROGRAM, WHICH PROVIDES NEEDED FUNDS TO OPEN AND REPLICATED HIGH PERFORMING CHARTER SCHOOLS.$22,500$147,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NINA REESPresident & CEO-$0--
ERIC PAISNERTreasurer-$0--
JESSICA MORFFIDirector-$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$45,364
Total Exempt Function Spending$20,000

Section 527 Organizations

OrganizationLocationAmount
-Washington, DC$20,000
Filing and Contact Details

Filer

Filer Name
Charter Schools Action Fund
EIN
47-2045681
Phone
2025212848
Address
800 CONNECTICUT AVENUE NW NO 300, WASHIINGTON, DC 20006

Signing Officer

Name
Nina Rees
Title
President
Phone
2025212848
Signed
2021-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2028225000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant to organization. Grantee name: newmexicokidscan. Grantee address: p.o. Box 27217 albuquerque, nm 87125. Date of gift: 05/21/20. Amount given: 20,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 15,688. Description: g&a allocation. Amount: 4,505. Description: bank fees. Amount: 389. Description: dues and subscriptions. Amount: 99. Description: marketing. Amount: 99. Total to form 990-ez, line 16: 20,780.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 3,825. End of year amount: 3,954.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to affiliate. Beg. Of year amount: 43,887. End of year amount: 89,005. Description: accounts payable. Beg. Of year amount: 5,777. End of year amount: 3,532. Description: accrued expenses. Beg. Of year amount: 1,154. End of year amount: 0.

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ERIC PAISNER
IRS990EZ/BooksInCareOfDetail/PhoneNum02025212848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 CONNECTICUT AVENUE NW NO 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHIINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0110285
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt090000
IRS990EZ/DirectIndirectPltclExpendAmt045364
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-91060
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0104967
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114110
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064769
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022500
IRS990EZ/GrossReceiptsAmt090000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063292
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-27768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063292
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-27768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NINA REES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC PAISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA MORFFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03825
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03954
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020780
IRS990EZ/PoliticalCampaignActyInd01
IRS990EZ/PrimaryExemptPurposeTxt0SECURE A SIGNIFICANT INCREASE IN THE FEDERAL CHARTER SCHOOLS PROGRAM, WHICH PROVIDES NEEDED FUNDS TO OPEN AND REPLICATED HIGH PERFORMING CHARTER SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SECURE A SIGNIFICANT INCREASE IN THE FEDERAL CHARTER SCHOOLS PROGRAM, WHICH PROVIDES NEEDED FUNDS TO OPEN AND REPLICATED HIGH PERFORMING CHARTER SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0147395
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt032813
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050818
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt092537
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0181060
IRS990EZ/TotalProgramServiceExpensesAmt0147395
IRS990EZ/TotalRevenueAmt090000
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt020000
IRS990ScheduleC/PoliticalExpendituresAmt045364
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0NEVADA FEDERATION FOR CHILDREN PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt020000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01020 19TH STREET NW SUITE 675
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd020036
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S DIRECT POLITICAL CAMPAIGN ACTIVITIES INVOLVED PUBLIC COMMENTS REGARDING CAMPAIGN POSITIONS ON CHARTER SCHOOLS. THE ORGANIZATION'S INDIRECT POLITICAL CAMPAIGN ACTIVITIES WERE IN SUPPORT OF INDEPENDENT EXPENDITURE CAMPAIGNS IN STATE ELECTIONS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt020000
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANT TO ORGANIZATION. GRANTEE NAME: NEWMEXICOKIDSCAN. GRANTEE ADDRESS: P.O. BOX 27217 ALBUQUERQUE, NM 87125. DATE OF GIFT: 05/21/20. AMOUNT GIVEN: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 15,688. DESCRIPTION: G&A ALLOCATION. AMOUNT: 4,505. DESCRIPTION: BANK FEES. AMOUNT: 389. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 99. DESCRIPTION: MARKETING. AMOUNT: 99. TOTAL TO FORM 990-EZ, LINE 16: 20,780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 3,825. END OF YEAR AMOUNT: 3,954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 43,887. END OF YEAR AMOUNT: 89,005. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,777. END OF YEAR AMOUNT: 3,532. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,154. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA REES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02025212848
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTER SCHOOLS ACTION FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0472045681
ReturnHeader/Filer/PhoneNum02025212848
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 CONNECTICUT AVENUE NW NO 300
ReturnHeader/Filer/USAddress/CityNm0WASHIINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02028225000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON M FOX
ReturnHeader/ReturnTs02021-11-13T10:11:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings