Civic Intelligence

Progressive Equity Charter Inc.

990 • Fiscal year 2023 • EIN 80-0496070

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 04, 2024

Organization ProfileN/A
1000 42nd StretOakland, CA 94608

(510) 655-0540

Siviq Scores

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

Liabilities / Assets

86th percentile

0.57x

Higher debt load relative to assets than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

5.97x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

0.0%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Flat

$3,965,953

Flat from 2023

Net Assets

Flat

$1,722,810

Flat from 2023

Liabilities

Flat

$2,243,143

Flat from 2023

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin56th percentile

Revenue

Flat

$375,600

Flat from 2023

Expenses

Flat

$348,438

Flat from 2023

Net Income

Flat

$27,162

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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 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

2023

Assets$3,965,953
Liabilities$2,243,143
Net Assets$1,722,810
Open 2023 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this 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 2023: $375,600Expenses 2023: $348,438Net Income 2023: $27,1622023Revenue 2025: $411,309Expenses 2025: $242,408Net Income 2025: $168,9012025

Highlighted filing

2023

Revenue$375,600
Expenses$348,438
Net Income$27,162
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 4, 2024
Return Version
2022v5.0
Gross Receipts
$375,600
Mission and Program Overview

Mission

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.

Provide charter school facilities and operational and other support

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,899,569$3,825,665▼ $73,904
Cash and Non-Interest-Bearing Accounts$110,927$140,288▲ $29,361
Total Assets$4,010,496$3,965,953▼ $44,543
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,385,811$2,243,143▲ $857,332
Total Liabilities$1,385,811$2,243,143▲ $857,332
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,624,685$1,722,810▼ $901,875
Total Net Assets Fund Balance$2,624,685$1,722,810▼ $901,875
Total Liabilities and Net Assets / Fund Balance$4,010,496$3,965,953▼ $44,543

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,625,665$989,301$2,614,966
Land$2,200,000-$2,200,000
Compensation and Service Providers
Top Officer Pay39th 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
$0
Change in Net Assets
$27,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,438
Grants and Similar Amounts Paid$160,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,000--$160,000
Interest$94,606--$94,606
Depreciation Depletion$73,904--$73,904
Fees for Services Other-$17,464-$17,464
Insurance$2,274--$2,274
Office Expenses-$190-$190
Total Functional Expenses$330,784$17,654$0$348,438
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Oakland Community Charter SchoolOakland, CA501(c)(3)Educational Support$160,000
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 STRET, OAKLAND, CA 94608

Signing Officer

Name
Richard Trafford-owen
Title
President
Phone
5106550540
Signed
2024-02-04
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 Appendix380 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/PhoneNum05106550540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 42ND STRET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd094608
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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.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/FSAuditedInd00
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IRS990/GrantAmt0160000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0160000
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IRS990/GrantsToIndividualsInd00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0989301
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03899569
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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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.
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0160000
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IRS990ScheduleI/RecipientTable/RecipientEIN0943340838
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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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0PROGRESSIVE EQUITY CHARTER INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt01000 42ND STREET LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0800496070
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt03959551
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PROPERTY HOLDING
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0375600
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01000 42ND STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd094608
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORTH OAKLAND COMMUNITY CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATE A CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 42ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094608
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0375600
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1160000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1GRANTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NORTH OAKLAND COMMUNITY CHARTER SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NORTH OAKLAND COMMUNITY CHARTER SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04010496
IRS990/TotalAssetsEOYAmt03965953
IRS990/TotalAssetsGrp/BOYAmt04010496
IRS990/TotalAssetsGrp/EOYAmt03965953
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017654
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330784
IRS990/TotalFunctionalExpensesGrp/TotalAmt0348438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01385811
IRS990/TotalLiabilitiesEOYAmt02243143
IRS990/TotalLiabilitiesGrp/BOYAmt01385811
IRS990/TotalLiabilitiesGrp/EOYAmt02243143
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02624685
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01722810
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0330784
IRS990/TotalProgramServiceRevenueAmt0375600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0375600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04010496
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03965953
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 42ND STRET
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094608
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TRAFFORD-OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106550540
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROGRESSIVE EQUITY CHARTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROG
ReturnHeader/Filer/EIN0800496070
ReturnHeader/Filer/PhoneNum05106550540
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 42ND STRET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-02-13T22:34:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRAFFORD-OWEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,965,953
Liabilities
$2,243,143
Net assets
$1,722,810
Revenue
$375,600
Expenses
$348,438
Net income
$27,162
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
2023Detailed filing. Detailed filing data is available for this year.$3.97$2.24$1.72$0.38$0.35$0.03
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