Civic Intelligence

Progressive Equity Charter Inc

EIN 80-0496070 • 501(c)3 • Oakland, CA

Profile

The mission and primary purposes of the corporation are to facilitate the development of charter schools; to lease, own, manage, and maintain an educational institution; to provide charter school facilities and operational and other support to charter schools; to assist philanthropists and foundations in accelerating the growth of high quality charter schools; and to provide and otherwise obtain or assist in obtaining charter school financing. Additionally, the corporation may engage in any activities that are reasonably related to or in furtherance of its stated charitable and public purposes, or in any other charitable activities.

1000 42nd StreetOakland, CA 94608

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.53x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

5.18x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

48th percentile

2.8%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

9.5%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$4,051,895

Up $85,942 (+2.2%) from 2023

Liabilities

Down

$2,130,431

Down $112,712 (-5.0%) from 2023

Net Assets

Up

$1,921,464

Up $198,654 (+12%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin86th percentile

Revenue

Up

$411,309

Up $35,709 (+9.5%) from 2023

Expenses

Down

$242,408

Down $106,030 (-30%) from 2023

Net Income

Up

$168,901

Up $141,739 (+522%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,917,451Liabilities 2011: $3,650,000Net Assets 2011: $1,267,4512011Assets 2012: $4,831,795Liabilities 2012: $3,425,040Net Assets 2012: $1,406,7552012Assets 2013: $4,769,088Liabilities 2013: $3,345,105Net Assets 2013: $1,423,9832013Assets 2014: $4,661,000Liabilities 2014: $2,964,135Net Assets 2014: $1,696,8652014Assets 2015: $4,717,198Liabilities 2015: $2,766,847Net Assets 2015: $1,950,3512015Assets 2016: $4,452,151Liabilities 2016: $2,569,559Net Assets 2016: $1,882,5922016Assets 2017: $4,367,864Liabilities 2017: $2,372,271Net Assets 2017: $1,995,5932017Assets 2018: $4,285,625Liabilities 2018: $2,174,983Net Assets 2018: $2,110,6422018Assets 2019: $4,186,016Liabilities 2019: $1,977,674Net Assets 2019: $2,208,3422019Assets 2020: $4,130,079Liabilities 2020: $1,780,387Net Assets 2020: $2,349,6922020Assets 2021: $4,071,000Liabilities 2021: $1,583,099Net Assets 2021: $2,487,9012021Assets 2022: $4,010,496Liabilities 2022: $1,385,811Net Assets 2022: $2,624,6852022Assets 2023: $3,965,953Liabilities 2023: $2,243,143Net Assets 2023: $1,722,8102023Assets 2025: $4,051,895Liabilities 2025: $2,130,431Net Assets 2025: $1,921,4642025

Highlighted filing

2025

Assets$4,051,895
Liabilities$2,130,431
Net Assets$1,921,464
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $348,077Expenses 2011: $290,502Net Income 2011: $57,5752011Expenses 2012: $326,7362012Expenses 2013: $307,1722013Revenue 2014: $488,801Expenses 2014: $215,919Net Income 2014: $272,8822014Revenue 2015: $328,200Expenses 2015: $74,714Net Income 2015: $253,4862015Revenue 2016: $342,554Expenses 2016: $410,313Net Income 2016: -$67,7592016Revenue 2017: $349,848Expenses 2017: $236,847Net Income 2017: $113,0012017Revenue 2018: $364,668Expenses 2018: $249,619Net Income 2018: $115,0492018Revenue 2019: $375,600Expenses 2019: $277,921Net Income 2019: $97,6792019Revenue 2020: $375,600Expenses 2020: $234,250Net Income 2020: $141,3502020Revenue 2021: $375,600Expenses 2021: $237,391Net Income 2021: $138,2092021Revenue 2022: $375,600Expenses 2022: $238,816Net Income 2022: $136,7842022Revenue 2023: $375,600Expenses 2023: $348,438Net Income 2023: $27,1622023Revenue 2025: $411,309Expenses 2025: $242,408Net Income 2025: $168,9012025

Highlighted filing

2025

Revenue$411,309
Expenses$242,408
Net Income$168,901
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,051,895
Liabilities
$2,130,431
Net assets
$1,921,464
Revenue
$411,309
Expenses
$242,408
Net income
$168,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$2.13$1.92$0.41$0.24$0.17
2023Summary only. Only limited summary data is available for this year.$3.97$2.24$1.72$0.38$0.35$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$1.39$2.62$0.38$0.24$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$1.58$2.49$0.38$0.24$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$1.78$2.35$0.38$0.23$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$1.98$2.21$0.38$0.28$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$2.17$2.11$0.36$0.25$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$2.37$2.00$0.35$0.24$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$2.57$1.88$0.34$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.72$2.77$1.95$0.33$0.07$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.66$2.96$1.70$0.49$0.22$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$3.35$1.42$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$3.43$1.41$0.33
2011Summary only. Only limited summary data is available for this year.$4.92$3.65$1.27$0.35$0.29$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$411,309
Mission and Program Overview

Mission

Assist philanthropists and foundations in accelerating the growth of high quality charter schools; and to provide and otherwise obtain or assist in obtaining charter school financing.

Provide charter school facilities and operational and other support

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,751,761$3,677,857▼ $73,904
Cash and Non-Interest-Bearing Accounts$188,835$374,038▲ $185,203
Total Assets$3,940,596$4,051,895▲ $111,299
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,188,033$2,130,431▼ $57,602
Total Liabilities$2,188,033$2,130,431▼ $57,602
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,752,563$1,921,464▲ $168,901
Total Net Assets Fund Balance$1,752,563$1,921,464▲ $168,901
Total Liabilities and Net Assets / Fund Balance$3,940,596$4,051,895▲ $111,299

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,477,857$1,137,109$2,614,966
Land$2,200,000-$2,200,000
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Richard Trafford-owenPresident/CEO
Kristin Blair HullDirector
Deborah J OwenSecretary
Adam D KayeTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$375,600
Investment Income
$0
Other Revenue
$35,709
Change in Net Assets
$168,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,408
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
Interest$86,582--$86,582
Depreciation Depletion$73,904--$73,904
Occupancy$39,257--$39,257
Insurance$27,819--$27,819
Fees for Services Legal$12,269--$12,269
Fees for Services Other$2,000$150-$2,150
Office Expenses-$427-$427
Total Functional Expenses$241,831$577$0$242,408
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 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
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 A, Line 8B

“The organization does not have any committees authorized to act on behalf of the board.”

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

“The form 990 is prepared by an outside cpa firm based on information provided by the board. A draft is provided to the board of directors for review and approval prior to filing.”

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

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board. If a conflict of interest is identified, the appropriate action in taken, including limitations to the individual's influence on the related business matter.”

Form 990, Part VI, Section B, Line 15

“The organization does not currently have any employees nor does it compensate any of its board members.”

Form 990, Part VI, Section C, Line 19

“Governing documents are readily available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Progressive Equity Charter Inc
EIN
80-0496070
Phone
5106550540
Address
1000 42ND STREET, OAKLAND, CA 94608

Signing Officer

Name
Richard Trafford-owen
Title
President
Phone
5106550540
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Trafford-owen
Formed
2009
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
Raw XML Appendix367 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0RICHARD TRAFFORD-OWEN
IRS990/BooksInCareOfDetail/PhoneNum05106550540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 42ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094608
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0188835
IRS990/CashNonInterestBearingGrp/EOYAmt0374038
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0242408
IRS990/CYOtherRevenueAmt035709
IRS990/CYProgramServiceRevenueAmt0375600
IRS990/CYRevenuesLessExpensesAmt0168901
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0242408
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0411309
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt073904
IRS990/DepreciationDepletionGrp/TotalAmt073904
IRS990/Desc0THE PRIMARY EXEMPT PURPOSE OF THE CORPORATION IS TO PROVIDE FACILITIES TO CHARTER SCHOOLS AND PROVIDE GRANTS TO ASSIST IN EDUCATIONAL SUPPORT TO CHARTER SCHOOLS. THE PRIMARY REVENUE SOURCE FOR DISBURSEMENTS IS RENTAL INCOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0241831
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt012269
IRS990/FeesForServicesLegalGrp/TotalAmt012269
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0150
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02000
IRS990/FeesForServicesOtherGrp/TotalAmt02150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD TRAFFORD-OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm1ADAM D KAYE
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH J OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm3KRISTIN BLAIR HULL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0411309
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt027819
IRS990/InsuranceGrp/TotalAmt027819
IRS990/InterestGrp/ProgramServicesAmt086582
IRS990/InterestGrp/TotalAmt086582
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01137109
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03751761
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03677857
IRS990/LandBldgEquipCostOrOtherBssAmt04814966
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ASSIST PHILANTHROPISTS AND FOUNDATIONS IN ACCELERATING THE GROWTH OF HIGH QUALITY CHARTER SCHOOLS; AND TO PROVIDE AND OTHERWISE OBTAIN OR ASSIST IN OBTAINING CHARTER SCHOOL FINANCING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02188033
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02130431
IRS990/NetAssetsOrFundBalancesBOYAmt01752563
IRS990/NetAssetsOrFundBalancesEOYAmt01921464
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01752563
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01921464
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt039257
IRS990/OccupancyGrp/TotalAmt039257
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0427
IRS990/OfficeExpensesGrp/TotalAmt0427
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0811000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035709
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035709
IRS990/OtherRevenueTotalAmt035709
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD TRAFFORD-OWEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0FACILITY RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0375600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0375600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0180000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0165847
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0375600
IRS990/PYRevenuesLessExpensesAmt029753
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0345847
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0375600
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0913340838
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH OAKLAND COMMUNITY CHARTER SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01137109
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02614966
IRS990ScheduleD/LandGrp/BookValueAmt02200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02200000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03677857
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM BASED ON INFORMATION PROVIDED BY THE BOARD. A DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IN TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON THE RELATED BUSINESS MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES NOR DOES IT COMPENSATE ANY OF ITS BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt01000 42ND STREET LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0800496070
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt04050173
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PROPERTY HOLDING
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATE A CHARTER SCHOOL
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NORTH OAKLAND COMMUNITY CHARTER SCHOOL
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03940596
IRS990/TotalAssetsEOYAmt04051895
IRS990/TotalAssetsGrp/BOYAmt03940596
IRS990/TotalAssetsGrp/EOYAmt04051895
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0577
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0241831
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242408
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02188033
IRS990/TotalLiabilitiesEOYAmt02130431
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IRS990/TotalLiabilitiesGrp/EOYAmt02130431
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01752563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01921464
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0241831
IRS990/TotalProgramServiceRevenueAmt0375600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0411309
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0411309
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03940596
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04051895
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 42ND STREET
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094608
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TRAFFORD-OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106550540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROGRESSIVE EQUITY CHARTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROG
ReturnHeader/Filer/EIN0800496070
ReturnHeader/Filer/PhoneNum05106550540
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 42ND STREET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272956198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTY WHITE ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 OLIVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06192708222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCY KEARNEY
ReturnHeader/ReturnTs02025-08-07T18:21:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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