Civic Intelligence

Chartersource

990 • Fiscal year 2024 • EIN 88-0689849

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 18, 2025

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

(763) 442-9690

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$667,567

Up $33,173 (+5.2%) from 2023

Net Assets

Up

$652,346

Up $160,806 (+33%) from 2023

Liabilities

Down

$15,221

Down $127,633 (-89%) from 2023

Revenue And Expenses

Revenue

Down

$657,004

Down $179,387 (-21%) from 2023

Expenses

Up

$525,061

Up $72,494 (+16%) from 2023

Net Income

Down

$131,943

Down $251,881 (-66%) from 2023

Historical Trend

Balance Sheet Trend

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 2024: $667,567Liabilities 2024: $15,221Net Assets 2024: $652,3462024Assets 2025: $607,491Liabilities 2025: $3,200Net Assets 2025: $604,2912025

Highlighted filing

2024

Assets$667,567
Liabilities$15,221
Net Assets$652,346
Open 2024 Filing

Operations Trend

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 2024: $657,004Expenses 2024: $525,061Net Income 2024: $131,9432024Revenue 2025: $439,386Expenses 2025: $485,042Net Income 2025: -$45,6562025

Highlighted filing

2024

Revenue$657,004
Expenses$525,061
Net Income$131,943
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 18, 2025
Return Version
2023v6.0
Gross Receipts
$657,004
Mission and Program Overview

Mission

Provide onsite and online board and operations training.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$568,669$642,605▲ $73,936
Accounts Receivable$60,049$21,903▼ $38,146
Prepaid Expenses and Deferred Charges$5,676--
Land, Buildings, and Equipment, Net$0$3,059▲ $3,059
Total Assets$634,394$667,567▲ $33,173
Liabilities
Unsecured Notes Loans Payable$40,000--
Accounts Payable and Accrued Expenses$102,854$15,221▼ $87,633
Total Liabilities$142,854$15,221▼ $127,633
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$468,207$652,346▲ $184,139
Net Assets With Donor Restrictions$23,333$0▼ $23,333
Total Net Assets Fund Balance$491,540$652,346▲ $160,806
Total Liabilities and Net Assets / Fund Balance$634,394$667,567▲ $33,173

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,059-$3,059
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sawsan NatshehPresident
Karen KlinzingDirector
Phyllis SaltzmanDirector
Beth FinchExecutive Director
Mary CannonOperations Manager
Dana PetersonSecretary
Kou VangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$295,180
Program Service Revenue
$361,824
Investment Income
$0
Other Revenue
$0
All Other Contributions
$295,180
Change in Net Assets
$131,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,603
Salaries, Compensation, and Employee Benefits$148,458
Total Fundraising Expense$4,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$289,039$12,386-$301,425
Other Salaries and Wages$116,933$16,508$4,127$137,568
Fees for Services Accounting-$15,765-$15,765
Payroll Taxes$9,256$1,307$327$10,890
Information Technology$10,841--$10,841
Advertising$7,384--$7,384
Insurance$3,478$491$123$4,092
Fees for Services Legal-$500-$500
Interest$300--$300
Other Expenses$162--$162
Travel$119--$119
Total Functional Expenses$473,527$46,957$4,577$525,061
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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
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
No
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 12

“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
Sawsan Natsheh
Title
President
Phone
7634429690
Signed
2025-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sawsan Natsheh
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

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees and contract services: program service expenses 289,039. Management and general expenses 12,386. Fundraising expenses 0. Total expenses 301,425.”

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.

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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:
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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/ExplanationTxt4PROFESSIONAL FEES AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 289,039. MANAGEMENT AND GENERAL EXPENSES 12,386. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 301,425.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0634394
IRS990/TotalAssetsEOYAmt0667567
IRS990/TotalAssetsGrp/BOYAmt0634394
IRS990/TotalAssetsGrp/EOYAmt0667567
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0295180
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04577
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046957
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0473527
IRS990/TotalFunctionalExpensesGrp/TotalAmt0525061
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0142854
IRS990/TotalLiabilitiesEOYAmt015221
IRS990/TotalLiabilitiesGrp/BOYAmt0142854
IRS990/TotalLiabilitiesGrp/EOYAmt015221
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491540
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0652346
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0473527
IRS990/TotalProgramServiceRevenueAmt0361824
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0361824
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0657004
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0634394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667567
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0119
IRS990/TravelGrp/TotalAmt0119
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt040000
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/PersonNm0SAWSAN NATSHEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07634429690
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-18
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/PreparationDt02025-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL EVERT
ReturnHeader/ReturnTs02025-03-19T11:57:43-05:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,567
Liabilities
$15,221
Net assets
$652,346
Revenue
$657,004
Expenses
$525,061
Net income
$131,943
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
2024Detailed filing. Detailed filing data is available for this year.$6.68$0.15$6.52$6.57$5.25$1.32
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