Civic Intelligence

Charterfolk

990EZ • Fiscal year 2023 • EIN 85-1979436

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 24, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$40,341

Up $3,146 (+8.5%) from 2022

Net Assets

Up

$40,341

Up $3,146 (+8.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin51st percentile

Revenue

Up

$86,347

Up $15,084 (+21%) from 2022

Expenses

Up

$83,201

Up $26,013 (+45%) from 2022

Net Income

Down

$3,146

Down $10,929 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2023

Assets$40,341
Liabilities$0
Net Assets$40,341
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

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

2023

Revenue$86,347
Expenses$83,201
Net Income$3,146
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$86,347
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$77,312
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED WALLACEPresidentPT$0--
EMILIO PACKChair-$0--
KRISTEN MCCAWTreasurer-$0--
ANDREW BROYDirector-$0--
RAMONA EDELINDirector-$0--
ANNA HALLDirector-$0--
CORRI RAVAREDirector-$0--
JOHN ARMBRUSTDirector-$0--
DAN QUISENBERRYDirector-$0--
RON RICEDirector-$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
2023-08-24
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: 1,233. Description: bank charges. Amount: 142. Description: licenses and fees. Amount: 20. Description: continuing education. Amount: 2,028. Description: information technology. Amount: 14,688. Description: operations. Amount: 4,079. Description: travel. Amount: 1,148. Total to form 990-ez, line 16: 23,338.”

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt037195
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt086347
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03146
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt059863
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037195
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040341
IRS990EZ/GrossReceiptsAmt086347
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037195
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040341
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037195
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040341
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/OtherExpensesTotalAmt023338
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/ProgramServiceExpensesAmt077312
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/TotalExpensesAmt083201
IRS990EZ/TotalProgramServiceExpensesAmt077312
IRS990EZ/TotalRevenueAmt086347
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARTERFOLK.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0204058
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0204058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046448
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0204058
IRS990ScheduleA/TotalSupportAmt0204058
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: 1,233. DESCRIPTION: BANK CHARGES. AMOUNT: 142. DESCRIPTION: LICENSES AND FEES. AMOUNT: 20. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 2,028. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 14,688. DESCRIPTION: OPERATIONS. AMOUNT: 4,079. DESCRIPTION: TRAVEL. AMOUNT: 1,148. TOTAL TO FORM 990-EZ, LINE 16: 23,338.
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06198073398
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUKAS DAVIS
ReturnHeader/ReturnTs02023-08-29T10:45:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JARED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLACE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$40,341
Liabilities
$0
Net assets
$40,341
Revenue
$86,347
Expenses
$83,201
Net income
$3,146
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