Civic Intelligence

Charter Holdings Foundation Inc.

990PF • Fiscal year 2014 • EIN 65-0875243

May 01, 2013 to Apr 30, 2014 • Filed on Aug 06, 2014

Organization Profile
1217 SE 3 Avenue33316

(954) 522-2997

Siviq Scores

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

Liabilities / Assets

97th percentile

1.64x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

18.40x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-5.3%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$195,931

Down $4,698 (-2.3%) from 2013

Net Assets

Up

-$125,379

Up $7,330 (+5.5%) from 2013

Liabilities

Down

$321,310

Down $12,028 (-3.6%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin95th percentile

Revenue

$17,462

No earlier filing loaded for comparison.

Expenses

Down

$5,026

Down $6,965 (-58%) from 2013

Net Income

$12,436

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $210,288Liabilities 2012: $356,9932012Assets 2013: $200,629Liabilities 2013: $333,338Net Assets 2013: -$132,7092013Assets 2014: $195,931Liabilities 2014: $321,310Net Assets 2014: -$125,3792014Assets 2015: $249,859Liabilities 2015: $373,613Net Assets 2015: -$123,7542015Assets 2016: $236,365Liabilities 2016: $355,939Net Assets 2016: -$119,5742016Assets 2020: $911,788Liabilities 2020: $937,320Net Assets 2020: -$25,5322020Assets 2021: $912,153Liabilities 2021: $910,070Net Assets 2021: $2,0832021Assets 2022: $900,626Liabilities 2022: $871,333Net Assets 2022: $29,2932022Assets 2023: $859,675Liabilities 2023: $845,266Net Assets 2023: $14,4092023Assets 2024: $1,114,717Liabilities 2024: $1,129,049Net Assets 2024: -$14,3322024Assets 2025: $1,113,566Liabilities 2025: $1,095,545Net Assets 2025: $18,0212025

Highlighted filing

2014

Assets$195,931
Liabilities$321,310
Net Assets-$125,379
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $19,470Expenses 2012: $13,575Net Income 2012: $5,8952012Expenses 2013: $11,9912013Revenue 2014: $17,462Expenses 2014: $5,026Net Income 2014: $12,4362014Revenue 2015: $13,982Expenses 2015: $8,545Net Income 2015: $5,4372015Revenue 2016: $16,503Expenses 2016: $12,324Net Income 2016: $4,1792016Revenue 2020: $216,425Expenses 2020: $171,247Net Income 2020: $45,1782020Revenue 2021: $180,189Expenses 2021: $152,574Net Income 2021: $27,6152021Revenue 2022: $182,370Expenses 2022: $155,160Net Income 2022: $27,2102022Revenue 2023: $195,888Expenses 2023: $210,772Net Income 2023: -$14,8842023Revenue 2024: $210,213Expenses 2024: $238,954Net Income 2024: -$28,7412024Revenue 2025: $241,152Expenses 2025: $208,799Net Income 2025: $32,3532025

Highlighted filing

2014

Revenue$17,462
Expenses$5,026
Net Income$12,436
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Aug 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HAAGPresident-$0--
JEFFREY S WOODVP/Treasurer-$0--
TRACY NESSLSecretary-$0--
Filing and Contact Details

Filer

EIN
65-0875243
Phone
9545222997

Signing Officer

Name
Robert Haag
Title
President/director
Phone
9545222997
Signed
2014-08-06

Preparer

Preparer
Miguel a Cabrera
Phone
9542327620
Raw XML Appendix270 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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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt417331
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt51
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSIT PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ACCRUED INTEREST PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3SECURITY DEPOSIT PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4ACCRUED INTEREST PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc5ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt120821
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt320821
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HAAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09545222997
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARTER HOLDINGS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0650875243
ReturnHeader/Filer/PhoneNum09545222997
ReturnHeader/Filer/USAddress/AddressLine101217 SE 3 AVENUE
ReturnHeader/Filer/USAddress/City0FORT LAUDERDALE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10M A Cabrera & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105722 South Flamingo Rd 263
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Fort lauderdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0333303206
ReturnHeader/PreparerPersonGrp/PhoneNum09542327620
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIGUEL A CABRERA
ReturnHeader/ReturnTs02014-08-15T11:51:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,931
Liabilities
$321,310
Net assets
-$125,379
Revenue
$17,462
Expenses
$5,026
Net income
$12,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$1.10$0.02$0.24$0.21$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.13$0.01$0.21$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.85$0.01$0.20$0.21$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.87$0.03$0.18$0.16$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.91$0.00$0.18$0.15$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.94$0.03$0.22$0.17$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.36$0.12$0.02$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.37$0.12$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.32$0.13$0.02$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.33$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$0.21$0.36$0.02$0.01$0.01