Civic Intelligence

Charterfolk

990EZ • Fiscal year 2022 • EIN 85-1979436

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 28, 2022

Organization ProfileWWW.CHARTERFOLK.ORG
3817 Halcon PlaceDavis, CA 95618

(619) 807-3398

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$37,195

No earlier filing loaded for comparison.

Net Assets

$37,195

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin70th percentile

Revenue

$71,263

No earlier filing loaded for comparison.

Expenses

$57,188

No earlier filing loaded for comparison.

Net Income

$14,075

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$37,195
Liabilities$0
Net Assets$37,195
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$71,263
Expenses$57,188
Net Income$14,075
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 28, 2022
Return Version
2021v4.2
Gross Receipts
$71,263
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.$0$54,802
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED WALLACEPresidentPT$0--
EMILIO PACKChairPT$0--
KRISTEN MCCAWTreasurerPT$0--
ANDREW BROYDirectorPT$0--
RAMONA EDELINDirectorPT$0--
ANNA HALLDirectorPT$0--
CORRI RAVAREDirectorPT$0--
JOHN ARMBRUSTDirectorPT$0--
DAN QUISENBERRYDirectorPT$0--
RON RICEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Charterfolk
EIN
85-1979436
Phone
6198073398
Address
3817 HALCON PLACE, DAVIS, CA 95618

Signing Officer

Name
Jared Wallace
Title
President
Phone
6198073398
Signed
2022-09-28
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: promotions. Amount: 10,458. Description: bank charges. Amount: 170. Description: licenses and fees. Amount: 50. Description: continuing education. Amount: 72. Description: information technology. Amount: 14,489. Description: operations. Amount: 2,166. Description: travel. Amount: 3,832. Total to form 990-ez, line 16: 31,237.”

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PersonNm0JARED WALLACE
IRS990EZ/BooksInCareOfDetail/PhoneNum06198073398
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03817 HALCON PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAVIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt071263
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt014075
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025951
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037195
IRS990EZ/GrossReceiptsAmt071263
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JARED WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILIO PACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN MCCAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW BROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAMONA EDELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CORRI RAVARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN ARMBRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAN QUISENBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RON RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE PEOPLE WHO ARE THE HEART OF THE CHARTER SCHOOL MOVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054802
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057188
IRS990EZ/TotalProgramServiceExpensesAmt054802
IRS990EZ/TotalRevenueAmt071263
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARTERFOLK.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0117711
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0117711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046448
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0117711
IRS990ScheduleA/TotalSupportAmt0117711
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROMOTIONS. AMOUNT: 10,458. DESCRIPTION: BANK CHARGES. AMOUNT: 170. DESCRIPTION: LICENSES AND FEES. AMOUNT: 50. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 72. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 14,489. DESCRIPTION: OPERATIONS. AMOUNT: 2,166. DESCRIPTION: TRAVEL. AMOUNT: 3,832. TOTAL TO FORM 990-EZ, LINE 16: 31,237.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06198073398
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTERFOLK
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0851979436
ReturnHeader/Filer/PhoneNum06198073398
ReturnHeader/Filer/USAddress/AddressLine1Txt03817 HALCON PLACE
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08989 RIO SAN DIEGO DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921081604
ReturnHeader/PreparerPersonGrp/PhoneNum06192311977
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUKAS DAVIS
ReturnHeader/ReturnTs02022-11-15T15:37:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JARED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLACE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,195
Liabilities
$0
Net assets
$37,195
Revenue
$71,263
Expenses
$57,188
Net income
$14,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.81$1.73$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.37$0.60$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.86$0.83$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.71$0.57$0.14