Civic Intelligence

Charter Holdings Foundation Inc.

990PF • Fiscal year 2016 • EIN 65-0875243

May 01, 2015 to Apr 30, 2016 • Filed on Jun 27, 2016

Organization Profile
1217 SE 3 AvenueFort Lauderdale, FL 33316

(954) 522-2997

Siviq Scores

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

Liabilities / Assets

97th percentile

1.51x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

21.57x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-5.4%

Faster asset growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$236,365

Down $13,494 (-5.4%) from 2015

Net Assets

Up

-$119,574

Up $4,180 (+3.4%) from 2015

Liabilities

Down

$355,939

Down $17,674 (-4.7%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin82nd percentile

Revenue

Up

$16,503

Up $2,521 (+18%) from 2015

Expenses

Up

$12,324

Up $3,779 (+44%) from 2015

Net Income

Down

$4,179

Down $1,258 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$236,365
Liabilities$355,939
Net Assets-$119,574
Open 2016 Filing

Operations Trend

Revenue Growth73rd 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

2016

Revenue$16,503
Expenses$12,324
Net Income$4,179
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jun 27, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Charter Holdings Foundation Inc
EIN
65-0875243
Phone
9545222997
Address
1217 SE 3 AVENUE, FORT LAUDERDALE, FL 33316

Signing Officer

Name
Robert Haag
Title
President/director
Phone
9545222997
Signed
2016-06-27

Preparer

Firm
M A Cabrera & Company LLC
Address
5722 South Flamingo Rd 263, Fort lauderdale, FL 33330-3206
Preparer
Miguel a Cabrera
Phone
9542327620
Raw XML Appendix279 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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MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt0250000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0REFINANCE/CASH FLOW
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt0OPEN ADVANCE
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt0N/A
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUSINESS PROMOTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0998
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21317
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt016501
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016501
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt123777
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt323777
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/EOYBookValueAmt125926
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt325926
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HAAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09545222997
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTER HOLDINGS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0650875243
ReturnHeader/Filer/PhoneNum09545222997
ReturnHeader/Filer/USAddress/AddressLine1Txt01217 SE 3 AVENUE
ReturnHeader/Filer/USAddress/CityNm0FORT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M A Cabrera & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05722 South Flamingo Rd 263
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort lauderdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333303206
ReturnHeader/PreparerPersonGrp/PhoneNum09542327620
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIGUEL A CABRERA
ReturnHeader/ReturnTs02016-06-28T06:13:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,365
Liabilities
$355,939
Net assets
-$119,574
Revenue
$16,503
Expenses
$12,324
Net income
$4,179
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
2016Detailed filing. Detailed filing data is available for this year.$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