Civic Intelligence

Charter Foundation

990T • Fiscal year 2024 • EIN 94-3314538

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 17, 2025

Organization Profilethecharterfoundation.org

View Organization Page

Post Office Box 1260Sebastopol, CA 95473

(707) 824-8430

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,868,164Liabilities 2011: $64,216Net Assets 2011: $2,803,9482011Assets 2012: $3,266,489Liabilities 2012: $28,127Net Assets 2012: $3,238,3622012Assets 2013: $3,416,660Liabilities 2013: $27,651Net Assets 2013: $3,389,0092013Assets 2014: $6,204,335Liabilities 2014: $2,561,362Net Assets 2014: $3,642,9732014Assets 2015: $6,327,787Liabilities 2015: $2,557,771Net Assets 2015: $3,770,0162015Assets 2016: $6,529,167Liabilities 2016: $2,557,730Net Assets 2016: $3,971,4372016Assets 2017: $6,895,248Liabilities 2017: $2,564,114Net Assets 2017: $4,331,1342017Assets 2018: $9,446,443Liabilities 2018: $4,830,054Net Assets 2018: $4,616,3892018Assets 2019: $9,576,701Liabilities 2019: $4,305,856Net Assets 2019: $5,270,8452019Assets 2020: $9,514,823Liabilities 2020: $4,368,696Net Assets 2020: $5,146,1272020Assets 2021: $9,482,479Liabilities 2021: $4,289,826Net Assets 2021: $5,192,6532021Assets 2022: $9,682,177Liabilities 2022: $4,858,837Net Assets 2022: $4,823,3402022Assets 2023: $9,616,763Liabilities 2023: $4,969,567Net Assets 2023: $4,647,1962023Assets 2024: $9,517,551Liabilities 2024: $4,885,528Net Assets 2024: $4,632,0232024Assets 2025: $9,352,649Liabilities 2025: $4,908,121Net Assets 2025: $4,444,5282025

Latest loaded filing

2025

Assets$9,352,649
Liabilities$4,908,121
Net Assets$4,444,528
Open 2025 Filing

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $314,5022011Revenue 2012: $546,249Expenses 2012: $108,124Net Income 2012: $438,1252012Expenses 2013: $349,7702013Revenue 2014: $448,702Expenses 2014: $194,722Net Income 2014: $253,9802014Revenue 2015: $349,919Expenses 2015: $223,087Net Income 2015: $126,8322015Revenue 2016: $432,168Expenses 2016: $230,747Net Income 2016: $201,4212016Revenue 2017: $398,154Expenses 2017: $107,632Net Income 2017: $290,5222017Revenue 2018: $382,077Expenses 2018: $96,822Net Income 2018: $285,2552018Revenue 2019: $734,519Expenses 2019: $80,063Net Income 2019: $654,4562019Revenue 2020: $101,794Expenses 2020: $226,486Net Income 2020: -$124,6922020Revenue 2021: $109,743Expenses 2021: $81,041Net Income 2021: $28,7022021Revenue 2022: $115,690Expenses 2022: $109,922Net Income 2022: $5,7682022Revenue 2023: $186,965Expenses 2023: $114,673Net Income 2023: $72,2922023Revenue 2024: $221,531Expenses 2024: $305,998Net Income 2024: -$84,4672024Revenue 2025: $248,286Expenses 2025: $243,063Net Income 2025: $5,2232025

Latest loaded filing

2025

Revenue$248,286
Expenses$243,063
Net Income$5,223
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 17, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

To provide facilities and resources to charter school programs which use the Waldorf Curriculum

Filing and Contact Details

Filer

Filer Name
Charter Foundation
EIN
94-3314538
Phone
7078248430
Address
Post Office Box 1260, Sebastopol, CA 95473

Signing Officer

Name
Amy Hui Johnson
Title
President
Signed
2025-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Goranson Tax and Consulting Inc
Address
403 Chinn Street, Santa Rosa, CA 95404
Preparer
Blake Gunter
Phone
7075421256
Raw XML Appendix73 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
IRS990T/AvlblPre2018NOLCarryoverAmt0107662
IRS990T/BooksInCareOfDetail/PersonNm0Esmeralda Bishop
IRS990T/BooksInCareOfDetail/PhoneNum07078248430
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0Post Office Box 1260
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Sebastopol
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd095473
IRS990T/BookValueAssetsEOYAmt09517551
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt018480
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/NetOperatingLossDeductionAmt073921
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt092401
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt0160365
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0252766
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt092401
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0252766
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt0160365
IRS990TScheduleA/TradeOrBusinessDesc0Building Rental
IRS990TScheduleA/UBIBeforeNOLDedAmt092401
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt018480
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0160365
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0252766
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0252766
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0160365
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0160365
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt01111 Gravenstein Hwy N
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0Sebsatopol
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd095472
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt018480
IRS990T/TotalUBTIComputedAmt018480
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Hui Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charter Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0943314538
ReturnHeader/Filer/PhoneNum07078248430
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 1260
ReturnHeader/Filer/USAddress/CityNm0Sebastopol
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095473
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873976308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson Tax and Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0403 Chinn Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Blake Gunter
ReturnHeader/ReturnTs02025-02-17T08:40:33-08:00
ReturnHeader/ReturnTypeCd0990T
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.35$4.91$4.44$0.25$0.24$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.52$4.89$4.63$0.22$0.31$0.08
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$4.97$4.65$0.19$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$9.68$4.86$4.82$0.12$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$9.48$4.29$5.19$0.11$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$9.51$4.37$5.15$0.10$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$9.58$4.31$5.27$0.73$0.08$0.65
2018Detailed filing. Detailed filing data is available for this year.$9.45$4.83$4.62$0.38$0.10$0.29
2017Detailed filing. Detailed filing data is available for this year.$6.90$2.56$4.33$0.40$0.11$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$2.56$3.97$0.43$0.23$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.33$2.56$3.77$0.35$0.22$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$2.56$3.64$0.45$0.19$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.03$3.39$0.35
2012Summary only. Only limited summary data is available for this year.$3.27$0.03$3.24$0.55$0.11$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.06$2.80$0.31