Civic Intelligence

Chartersource

EIN 88-0689849 • 501(c)3 • St Paul, MN

Profile

Provide scaffolded support and development in governance, leadership, and operations for school improvement.

PO Box 25702St Paul, MN 55125

chartersource.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

88th percentile

$104,600

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

22nd percentile

-9.0%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$607,491

Down $26,903 (-4.2%) from 2023

Liabilities

Down

$3,200

Down $139,654 (-98%) from 2023

Net Assets

Up

$604,291

Up $112,751 (+23%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin23rd percentile

Revenue

Down

$439,386

Down $397,005 (-47%) from 2023

Expenses

Up

$485,042

Up $32,475 (+7.2%) from 2023

Net Income

Down

-$45,656

Down $429,480 (-112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2022: $94,726Liabilities 2022: $8,415Net Assets 2022: $86,3112022Assets 2023: $634,394Liabilities 2023: $142,854Net Assets 2023: $491,5402023Assets 2025: $607,491Liabilities 2025: $3,200Net Assets 2025: $604,2912025

Highlighted filing

2025

Assets$607,491
Liabilities$3,200
Net Assets$604,291
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KRevenue 2022: $108,934Expenses 2022: $39,368Net Income 2022: $69,5662022Revenue 2023: $836,391Expenses 2023: $452,567Net Income 2023: $383,8242023Revenue 2025: $439,386Expenses 2025: $485,042Net Income 2025: -$45,6562025

Highlighted filing

2025

Revenue$439,386
Expenses$485,042
Net Income-$45,656
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$607,491
Liabilities
$3,200
Net assets
$604,291
Revenue
$439,386
Expenses
$485,042
Net income
-$45,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.03$6.04$4.39$4.85$0.46
2023Summary only. Only limited summary data is available for this year.$6.34$1.43$4.92$8.36$4.53$3.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.08$0.86$1.09$0.39$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 5, 2026
Return Version
2024v5.5
Gross Receipts
$439,386
Mission and Program Overview

Mission

Provide scaffolded support and development in governance, leadership, and operations for school improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$642,605$601,548▼ $41,057
Accounts Receivable$21,903$5,234▼ $16,669
Land, Buildings, and Equipment, Net$659$501▼ $158
Prepaid Expenses and Deferred Charges-$208-
Total Assets$665,167$607,491▼ $57,676
Liabilities
Accounts Payable and Accrued Expenses$15,220$3,200▼ $12,020
Total Liabilities$15,220$3,200▼ $12,020
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$649,947$567,624▼ $82,323
Net Assets With Donor Restrictions-$36,667-
Total Net Assets Fund Balance$649,947$604,291▼ $45,656
Total Liabilities and Net Assets / Fund Balance$665,167$607,491▼ $57,676

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$501$290$791
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Beth FinchFormer Executive DirectorFT$104,600$104,600
Holly AmayaExecutive DirectorFT$49,573$49,573

Board Members and Trustees

NameTitle
Sawsan NatshehPresident
Phyllis SaltzmanDirector
Dana PetersonSecretary
Kou VangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,180
Program Service Revenue
$352,056
Investment Income
$12,679
Other Revenue
$1,471
All Other Contributions
$73,180
Change in Net Assets
$-45,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$439,386
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$439,386
Total Revenue per Form 990
$439,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$391,391
Other Expenses$93,651
Total Fundraising Expense$11,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$174,861$24,686$6,172$205,719
Current Officers, Directors, Trustees, and Key Employees$131,046$18,501$4,625$154,172
Information Technology$34,036--$34,036
Payroll Taxes$26,775$3,780$945$31,500
Fees for Services Other$30,477--$30,477
Fees for Services Accounting-$10,892-$10,892
Advertising$7,304--$7,304
Insurance$3,462$489$122$4,073
Occupancy$2,083--$2,083
Other Expenses$1,036--$1,036
Conferences and Meetings$716--$716
Travel$522--$522
Depreciation Depletion-$158-$158
Total Functional Expenses$414,672$58,506$11,864$485,042

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$485,042
Total Expenses per Audited Statements$485,042
Total Expenses per Form 990$485,042
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board of directors review a 990 draft prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Established finance committee to review all transactions and key financial statements as well as financial policies focused on checks and balances”

Form 990, Part VI, Section B, Line 15

“Reviewed comparable mn based nonprofits utilizing 990s, submitted full report to finance committee and then to board for review and approval”

Form 990, Part VI, Section C, Line 19

“Upon request from federal, state and private grants including foundations”

Filing and Contact Details

Filer

Filer Name
Chartersource
EIN
88-0689849
Phone
7634429690
Address
PO BOX 25702, ST PAUL, MN 55125

Signing Officer

Name
Holly Amaya
Title
Executive Director
Phone
7634429690
Signed
2026-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Finch
Formed
2022
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Carpenter Evert & Associates Ltd
Address
7760 FRANCE AVE S SUITE 940, BLOOMINGTON, MN 55435
Preparer
Neal Evert
Phone
9528310085
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Chartersource has a tax-exempt status under section 501(c)(3) of the internal revenue code and has adopted accounting for uncertainty in income taxes, asc 740-10. Chartersource's policy is to evaluate uncertain tax positions, at least annually, for the potential for income tax exposure from unrelated business income or from loss of nonprofit status. Chartersource continues to operate consistent with its original exemption application and each year takes the necessary actions to maintain its exempt status. It has been classified as an organization that is not a private foundation under the internal revenue code and charitable contributions by donors are tax deductible. In compliance with its exempt status, chartersource annually files a return of organization exempt from income tax (form 990).”

Raw XML Appendix386 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0501
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0290
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0791
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0485042
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0439386
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHARTERSOURCE HAS A TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC 740-10. CHARTERSOURCE'S POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS, AT LEAST ANNUALLY, FOR THE POTENTIAL FOR INCOME TAX EXPOSURE FROM UNRELATED BUSINESS INCOME OR FROM LOSS OF NONPROFIT STATUS. CHARTERSOURCE CONTINUES TO OPERATE CONSISTENT WITH ITS ORIGINAL EXEMPTION APPLICATION AND EACH YEAR TAKES THE NECESSARY ACTIONS TO MAINTAIN ITS EXEMPT STATUS. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. IN COMPLIANCE WITH ITS EXEMPT STATUS, CHARTERSOURCE ANNUALLY FILES A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0501
IRS990ScheduleD/TotalExpensesPerForm990Amt0485042
IRS990ScheduleD/TotalRevenuePerForm990Amt0439386
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0439386
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0485042
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS REVIEW A 990 DRAFT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ESTABLISHED FINANCE COMMITTEE TO REVIEW ALL TRANSACTIONS AND KEY FINANCIAL STATEMENTS AS WELL AS FINANCIAL POLICIES FOCUSED ON CHECKS AND BALANCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED COMPARABLE MN BASED NONPROFITS UTILIZING 990S, SUBMITTED FULL REPORT TO FINANCE COMMITTEE AND THEN TO BOARD FOR REVIEW AND APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST FROM FEDERAL, STATE AND PRIVATE GRANTS INCLUDING FOUNDATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0665167
IRS990/TotalAssetsEOYAmt0607491
IRS990/TotalAssetsGrp/BOYAmt0665167
IRS990/TotalAssetsGrp/EOYAmt0607491
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt073180
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011864
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058506
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0414672
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015220
IRS990/TotalLiabilitiesEOYAmt03200
IRS990/TotalLiabilitiesGrp/BOYAmt015220
IRS990/TotalLiabilitiesGrp/EOYAmt03200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0649947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0604291
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0414672
IRS990/TotalProgramServiceRevenueAmt0352056
IRS990/TotalReportableCompFromOrgAmt0154173
IRS990/TotalRevenueGrp/ExclusionAmt014150
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0352056
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0439386
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0665167
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0607491
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0522
IRS990/TravelGrp/TotalAmt0522
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 25702
IRS990/USAddress/CityNm0ST PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055125
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0CHARTERSOURCE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY AMAYA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07634429690
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTERSOURCE
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0880689849
ReturnHeader/Filer/PhoneNum07634429690
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25702
ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411534805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARPENTER EVERT & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 FRANCE AVE S SUITE 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL EVERT
ReturnHeader/ReturnTs02026-02-09T13:04:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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