Civic Intelligence

Charterfolk

990EZ • Fiscal year 2024 • EIN 85-1979436

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 24, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-56%

Faster asset growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,712

Down $22,629 (-56%) from 2023

Net Assets

Down

$17,712

Down $22,629 (-56%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$37,075

Down $49,272 (-57%) from 2023

Expenses

Down

$59,704

Down $23,497 (-28%) from 2023

Net Income

Down

-$22,629

Down $25,775 (-819%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2024

Assets$17,712
Liabilities$0
Net Assets$17,712
Open 2024 Filing

Operations Trend

Revenue Growth9th 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

2024

Revenue$37,075
Expenses$59,704
Net Income-$22,629
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 24, 2024
Return Version
2023v5.1
Gross Receipts
$37,075
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$56,543
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED WALLACEPresidentPT$0--
KRISTEN MCCAWChair-$0--
JOHN ARMBRUSTTreasurer-$0--
ANDREW BROYDirector-$0--
JANEL ARTIS-WRIGHTDirector-$0--
ANNA HALLDirector-$0--
CORRI RAVAREDirector-$0--
FAITH AYDirector-$0--
DAN QUISENBERRYDirector-$0--
RON RICEDirector-$0--
KATHLEEN HERSMEYERSecretary-$0--
JIM GOENNERDirector-$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
2024-10-24
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 16 - Other Expenses

“Description: promotions. Amount: 117. Description: bank charges. Amount: 355. Description: continuing education. Amount: 609. Description: information technology. Amount: 25,955. Description: operations. Amount: 3,978. Description: travel. Amount: 435. Total to form 990-ez, line 16: 31,449.”

Raw XML Appendix191 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/USAddress/CityNm0DAVIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095618
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JARED WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN MCCAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ARMBRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW BROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANEL ARTIS-WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CORRI RAVARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FAITH AY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAN QUISENBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RON RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATHLEEN HERSMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JIM GOENNER
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/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031449
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/ProgramServiceExpensesAmt056543
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059704
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARTERFOLK.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt071263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0241133
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0241133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037075
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046448
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0241133
IRS990ScheduleA/TotalSupportAmt0241133
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: 117. DESCRIPTION: BANK CHARGES. AMOUNT: 355. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 609. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 25,955. DESCRIPTION: OPERATIONS. AMOUNT: 3,978. DESCRIPTION: TRAVEL. AMOUNT: 435. TOTAL TO FORM 990-EZ, LINE 16: 31,449.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06198073398
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-24
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/PreparationDt02024-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02024-11-01T18:06:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,712
Liabilities
$0
Net assets
$17,712
Revenue
$37,075
Expenses
$59,704
Net income
-$22,629
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
2024Detailed filing. Detailed filing data is available for this year.$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