Civic Intelligence

Charterfolk

EIN 85-1979436 • 501(c)3 • Davis, CA

Profile

To provide a forum for the people who are the heart of the charter school movement.

3817 Halcon PlaceDavis, CA 95618

www.charterfolk.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

86th percentile

47%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

389%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$25,950

Up $8,238 (+47%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$25,950

Up $8,238 (+47%) from 2024

Revenue

Up

$181,220

Up $144,145 (+389%) from 2024

Expenses

Up

$172,982

Up $113,278 (+190%) from 2024

Net Income

Up

$8,238

Up $30,867 (+136%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2022: $37,195Liabilities 2022: $0Net Assets 2022: $37,1952022Assets 2023: $40,341Liabilities 2023: $0Net Assets 2023: $40,3412023Assets 2024: $17,712Liabilities 2024: $0Net Assets 2024: $17,7122024Assets 2025: $25,950Liabilities 2025: $0Net Assets 2025: $25,9502025

Highlighted filing

2025

Assets$25,950
Liabilities$0
Net Assets$25,950

Operations Trend

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

$200K$100K$0-$100KRevenue 2022: $71,263Expenses 2022: $57,188Net Income 2022: $14,0752022Revenue 2023: $86,347Expenses 2023: $83,201Net Income 2023: $3,1462023Revenue 2024: $37,075Expenses 2024: $59,704Net Income 2024: -$22,6292024Revenue 2025: $181,220Expenses 2025: $172,982Net Income 2025: $8,2382025

Highlighted filing

2025

Revenue$181,220
Expenses$172,982
Net Income$8,238

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$181,220
Mission and Program Overview

Mission

To provide a forum for the people who are the heart of the charter school movement.

Program Services

DescriptionGrantsExpenses
TO PROVIDE A FORUM FOR THE PEOPLE WHO ARE THE HEART OF THE CHARTER SCHOOL MOVEMENT. IT IS A PLACE TO CONVENE, TO IMPROVE OUR COLLECTIVE INTUITION ABOUT THE PATH FORWARD AND TO DEEPEN OUR COMMITMENT BOTH TO ONE ANOTHER AND TO OUR SHARED MISSION, WHICH IS TO IMPROVE PUBLIC EDUCATION FOR ABSOLUTELY ALL STUDENTS AND FAMILIES IN THE UNITED STATES.$1,039$112,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED WALLACEPresidentPT$0--
KRISTEN MCCAWChair-$0--
JOHN ARMBRUSTTreasurer-$0--
ANDREW BROYDirector-$0--
JAY ARTIS-WRIGHTDirector-$0--
ANNA HALLDirector-$0--
FATIH AYDirector-$0--
DAN QUISENBERRYDirector-$0--
RON RICEDirector-$0--
KATHLEEN HERSMEYERSecretary-$0--
JIM GOENNERDirector-$0--
TERRY RYANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charterfolk
EIN
85-1979436
Phone
8583376117
Address
3817 HALCON PLACE, DAVIS, CA 95618

Signing Officer

Name
Jared Wallace
Title
President
Phone
8583376117
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108-1604
Preparer
Richard Hotz
Phone
6192311977
Supplemental Narrative

Additional Explanations

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

Activity classification: grants. Grantee name: fernleaf community charter school. Grantee address: 58 howard gap road fletcher, nc 28732. Grantee relationship: none. Date of gift: 01/06/25. Amount given: 206.

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

Activity classification: grants. Grantee name: the franklin school of innovation. Grantee address: 61 innovation drive asheville, nc 28806. Grantee relationship: none. Date of gift: 01/06/25. Amount given: 206.

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

Activity classification: grants. Grantee name: evergreen community charter school. Grantee address: 50 bell rd asheville, nc 28805. Grantee relationship: none. Date of gift: 01/06/25. Amount given: 206.

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

Activity classification: grants. Grantee name: brevard academy. Grantee address: 1110 hendersonville highway pisgah forest, nc 28768. Grantee relationship: none. Date of gift: 01/06/25. Amount given: 215.

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

Activity classification: grants. Grantee name: artspace charter school. Grantee address: 2030 us hwy 70 swannanoa, nc 28778. Grantee relationship: none. Date of gift: 01/06/25. Amount given: 206. Total included on form 990-ez, line 10: 1,039.

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

Description: promotions. Amount: 3,676. Description: bank charges. Amount: 139. Description: information technology. Amount: 57,812. Description: operations. Amount: 55,352. Description: travel. Amount: 2,769. Description: state tax filing. Amount: 125. Total to form 990-ez, line 16: 119,873.

Raw XML Appendix205 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: FERNLEAF COMMUNITY CHARTER SCHOOL. GRANTEE ADDRESS: 58 HOWARD GAP ROAD FLETCHER, NC 28732. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/06/25. AMOUNT GIVEN: 206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: THE FRANKLIN SCHOOL OF INNOVATION. GRANTEE ADDRESS: 61 INNOVATION DRIVE ASHEVILLE, NC 28806. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/06/25. AMOUNT GIVEN: 206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: EVERGREEN COMMUNITY CHARTER SCHOOL. GRANTEE ADDRESS: 50 BELL RD ASHEVILLE, NC 28805. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/06/25. AMOUNT GIVEN: 206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: BREVARD ACADEMY. GRANTEE ADDRESS: 1110 HENDERSONVILLE HIGHWAY PISGAH FOREST, NC 28768. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/06/25. AMOUNT GIVEN: 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: ARTSPACE CHARTER SCHOOL. GRANTEE ADDRESS: 2030 US HWY 70 SWANNANOA, NC 28778. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 01/06/25. AMOUNT GIVEN: 206. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,039.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PROMOTIONS. AMOUNT: 3,676. DESCRIPTION: BANK CHARGES. AMOUNT: 139. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 57,812. DESCRIPTION: OPERATIONS. AMOUNT: 55,352. DESCRIPTION: TRAVEL. AMOUNT: 2,769. DESCRIPTION: STATE TAX FILING. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 16: 119,873.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02025-11-14T16:51:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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