Civic Intelligence

Charles Koch Charitable Fund

990PF • Fiscal year 2021 • EIN 85-4058882

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
1320 N Courthouse Rd SUITE 400Arlington, VA 22201

(571) 290-6911

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

1.63x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

1st percentile

-7818%

Higher net margin than 1% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

73rd percentile

18%

Faster asset growth than 73% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$135,497,042

Up $20,497,042 (+18%) from 2020

Net Assets

Up

$135,487,042

Up $20,487,042 (+18%) from 2020

Liabilities

Up

$10,000

Up $10,000 from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin1st percentile

Revenue

Down

$6,125

Down $114,993,875 (-100%) from 2020

Expenses

Up

$485,000

Up $485,000 from 2020

Net Income

Down

-$478,875

Down $115,478,875 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150M$100M$50M$0Assets 2020: $115,000,000Liabilities 2020: $0Net Assets 2020: $115,000,0002020Assets 2021: $135,497,042Liabilities 2021: $10,000Net Assets 2021: $135,487,0422021Assets 2022: $137,716,127Liabilities 2022: $275,000Net Assets 2022: $137,441,1272022Assets 2023: $132,202,512Liabilities 2023: $150,000Net Assets 2023: $132,052,5122023Assets 2024: $79,271,972Liabilities 2024: $250,000Net Assets 2024: $79,021,9722024

Highlighted filing

2021

Assets$135,497,042
Liabilities$10,000
Net Assets$135,487,042
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50M-$100MRevenue 2020: $115,000,000Expenses 2020: $0Net Income 2020: $115,000,0002020Revenue 2021: $6,125Expenses 2021: $485,000Net Income 2021: -$478,8752021Revenue 2022: $13,641Expenses 2022: $7,563,290Net Income 2022: -$7,549,6492022Revenue 2023: $307,386Expenses 2023: $10,918,404Net Income 2023: -$10,611,0182023Revenue 2024: $622,467Expenses 2024: $63,151,530Net Income 2024: -$62,529,0632024

Highlighted filing

2021

Revenue$6,125
Expenses$485,000
Net Income-$478,875
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C CHASE KOCHDirector/Vice Chairman-$0--
ELIZABETH B KOCHDirector-$0--
CHARLES G KOCHDirector/Chairman-$0--
BRIAN MENKESSecretary-$0--
DALE GIBBENSDirector-$0--
BRIAN HOOKSDirector-$0--
RYAN STOWERSExecutive Director-$0--
KARA HARTNETTTreasurer-$0--
DAVE ROBERTSONDirector-$0--
JONATHAN FRANKLINCOO-$0--
Filing and Contact Details

Filer

Filer Name
Charles Koch Charitable Fund
EIN
85-4058882
In Care Of
% KARA HARTNETT
Phone
5712906911
Address
1320 N Courthouse Rd SUITE 400, Arlington, VA 22201

Signing Officer

Name
Kara Hartnett
Title
Treasurer
Phone
7038751600
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
1551 N WATERFRONT PKWY STE 300, WICHITA, KS 67206-6601
Preparer
Shawnell Linot
Phone
3162652811
Raw XML Appendix355 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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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARA HARTNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07038751600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles Koch Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0854058882
ReturnHeader/Filer/InCareOfNm0% KARA HARTNETT
ReturnHeader/Filer/PhoneNum05712906911
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ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0672066601
ReturnHeader/PreparerPersonGrp/PhoneNum03162652811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNELL LINOT
ReturnHeader/ReturnTs02022-11-15T16:36:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTNETT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,497,042
Liabilities
$10,000
Net assets
$135,487,042
Revenue
$6,125
Expenses
$485,000
Net income
-$478,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.3$0.25$79.0$0.62$63.2$62.5
2023Detailed filing. Detailed filing data is available for this year.$132$0.15$132$0.31$10.9$10.6
2022Detailed filing. Detailed filing data is available for this year.$138$0.28$137$0.01$7.56$7.55
2021Detailed filing. Detailed filing data is available for this year.$135$0.01$135$0.01$0.49$0.48
2020Detailed filing. Detailed filing data is available for this year.$115$0.00$115$115$0.00$115