Civic Intelligence

Chartersource

990EZ • Fiscal year 2022 • EIN 88-0689849

Feb 10, 2022 to Jun 30, 2022 • Filed on Mar 18, 2023

Organization ProfileCHARTERSOURCE.ORG
PO Box 25702St Paul, MN 55125

(763) 442-9690

Siviq Scores

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

Liabilities / Assets

79th percentile

0.09x

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

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

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

93rd percentile

64%

Higher net margin than 93% 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 / Assets79th percentile

Assets

$94,726

No earlier filing loaded for comparison.

Net Assets

$86,311

No earlier filing loaded for comparison.

Liabilities

$8,415

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin93rd percentile

Revenue

$108,934

No earlier filing loaded for comparison.

Expenses

$39,368

No earlier filing loaded for comparison.

Net Income

$69,566

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.

$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

2022

Assets$94,726
Liabilities$8,415
Net Assets$86,311
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$108,934
Expenses$39,368
Net Income$69,566
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 10, 2022 to Jun 30, 2022
Signed
Mar 18, 2023
Return Version
2022v4.1
Gross Receipts
$108,934
Mission and Program Overview

Mission

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

Provide onsite and online board and operations training.

Program Services

DescriptionGrantsExpenses
WE PROVIDE ONSITE AND ONLINE BOARD AND OPERATIONS TRAINING. IN ADDITION, WE HAVE A BOARD AND NEW SCHOOL INCUBATION TECHNOLOGIES WITH ASSESSMENT AND COACHING SERVICES. OPERATIONS INSTITUTE FOR OPERATIONS PROFESSIONALS INCLUDING 12 TECHNICAL TRAINING SESSIONS ON STUDENT ENROLLMENT PRACTICES TO PROCUREMENT.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAWSAN NATSHEHChair-$0--
KOU VANGTreasurer-$0--
DANA PETERSONSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Sawsan Natsheh
Title
Chair
Phone
7634429690
Signed
2023-03-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: technology. Amount: 16,296. Description: advertising. Amount: 99. Description: fees. Amount: 370. Description: miscellaneous. Amount: 64. Description: insurance. Amount: 6,059. Total to form 990-ez, line 16: 22,888.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 79,048. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 2,268.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 8,415.”

Raw XML Appendix143 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/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07634429690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 25702
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016745
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0108934
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt069566
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016745
IRS990EZ/Form990TotalAssetsGrp/EOYAmt094726
IRS990EZ/GrossReceiptsAmt0108934
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt086311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016745
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAWSAN NATSHEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KOU VANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt081316
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022888
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ONSITE AND ONLINE BOARD AND OPERATIONS TRAINING.
IRS990EZ/PrintingPublicationsPostageAmt0310
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE PROVIDE ONSITE AND ONLINE BOARD AND OPERATIONS TRAINING. IN ADDITION, WE HAVE A BOARD AND NEW SCHOOL INCUBATION TECHNOLOGIES WITH ASSESSMENT AND COACHING SERVICES. OPERATIONS INSTITUTE FOR OPERATIONS PROFESSIONALS INCLUDING 12 TECHNICAL TRAINING SESSIONS ON STUDENT ENROLLMENT PRACTICES TO PROCUREMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08415
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039368
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0108934
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARTERSOURCE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0108934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108934
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0108934
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108934
IRS990ScheduleA/Total509Grp/TotalAmt0108934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108934
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0108934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TECHNOLOGY. AMOUNT: 16,296. DESCRIPTION: ADVERTISING. AMOUNT: 99. DESCRIPTION: FEES. AMOUNT: 370. DESCRIPTION: MISCELLANEOUS. AMOUNT: 64. DESCRIPTION: INSURANCE. AMOUNT: 6,059. TOTAL TO FORM 990-EZ, LINE 16: 22,888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 79,048. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,415.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/PersonNm0SAWSAN NATSHEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07634429690
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-18
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/PreparationDt02023-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL EVERT
ReturnHeader/ReturnTs02023-03-18T11:45:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAWSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NATSHEH
ReturnHeader/TaxPeriodBeginDt02022-02-10
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02022

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
$94,726
Liabilities
$8,415
Net assets
$86,311
Revenue
$108,934
Expenses
$39,368
Net income
$69,566
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
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.08$0.86$1.09$0.39$0.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits