Charter Foundation
- Assets
- $9.5m
- Revenue
- $109.7k
- Investments
- $0.0
- Employees
- 2
- Location
- Sebastopol, CA
- Founding
- 01/1999
- Data as of
- 06/2021
- EIN
- 94-3314538
Organization Overview
Charter Foundation is located in Sebastopol, CA. The organization was established in 1999. According to its NTEE Classification (B90) the organization is classified as: Educational Services, under the broad grouping of Education and related organizations. As of 06/2021, Charter Foundation employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charter Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Charter Foundation generated $109.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (17.8%) each year. All expenses for the organization totaled $81.0k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (13.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE FACILITIES AND RESOURCES TO CHARTER SCHOOL PROGRAMS WHICH USE THE WALDORF CURRICULUM
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION HOLDS THE VISION, PRESENT FROM THE SCHOOLS INCEPTION, TO ACQUIRE OR CREATE A UNIFIED CAMPUS, WITH ALL GRADES AND ADMINISTRATION UNDER ONE ROOF AND ADEQUATE SPACE TO SUPPORT COMFORTABLY THE FULL RANGE OF OUR STUDENTS EDUCATIONAL, ARTISTIC AND PHYSICAL NEEDS.THE FOUNDATION ALSO EXISTS TO SUPPORT THE SCHOOL IN MAINTAINING ITS EXISTING PROGRAMMING, SALARIES AND INFRASTRUCTURE. IN A TIME OF SHARP AND LONG-TERM STATE EDUCATION BUDGET CUTS, THE FOUNDATION HAS STEPPED FORWARD TO PROVIDE A NEEDED FINANCIAL BACKSTOP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Camelia Patino President | Trustee | 2 | $0 |
Anthony More Vice President | Trustee | 2 | $0 |
Sara Burt Member At Large | Trustee | 2 | $0 |
Franz Feuerherdt Member At Large | Trustee | 2 | $0 |
Robert Bialkin Secretary | Trustee | 2 | $0 |
Amy Hui Johnson Treasurer | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $288,640 |
| Investment income | $1,742 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$221,552 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $39,048 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $109,743 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $60,123 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $439 |
| Payroll taxes | $4,908 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $4,592 |
| Advertising and promotion | $0 |
| Office expenses | $1,339 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $170 |
| Insurance | $1,700 |
| All other expenses | $0 |
| Total functional expenses | $81,041 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $44,111 |
| Savings and temporary cash investments | $390,020 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $13,296 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $600 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $9,482,479 |
| Accounts payable and accrued expenses | $24,076 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $4,265,750 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,289,826 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $5,192,653 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Charter Foundation has recieved totaling $659.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $659 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mission Graduates San Francisco, CA | $3,883,649 | $11,314,485 |
New Tech Network Inc Napa, CA | $12,877,956 | $13,662,524 |
Oregon State University Bookstore Inc Corvallis, OR | $21,771,941 | $7,845,956 |
D-Veal Corporation Pasadena, CA | $1,060,148 | $8,616,279 |
Interfaith Food Center Santa Fe Springs, CA | $886,631 | $8,408,786 |
Educational Results Partnership Sacramento, CA | $3,391,130 | $3,866,159 |
Caremessage San Francisco, CA | $6,898,629 | $10,594,129 |
Core Districts Sacramento, CA | $6,393,095 | $5,685,377 |
Golden Oak Manor Inc San Rafael, CA | $6,249,784 | $2,003,606 |
Great Schools Oakland, CA | $7,609,862 | $7,265,817 |
Krishnamurti Foundation Of America Ojai, CA | $22,733,615 | $8,821,741 |
North Valley Christian Academy Phoenix, AZ | $21,880,412 | $8,715,772 |