{"success":true,"data":{"_id":50620063,"filings":[{"Organization":{"value":null,"Person":["KEVIN HALL","JOHN FISHER","ALLAN GOLSTON","JAMES RAHN","DEE HASLAM","REED HASTINGS","CONSTANCE JONES","TOM JOYCE","CHARLENE REID","NICOLE PULLEN ROSS","FIDEL VARGAS","ANILU VAZQUEZ-UBARRI","JESSIE WOOLLEY-WILSON","PAMELA INBASEKARAN","DARRYL COBB","JULIE MAIER","RICHARD BILLINGS","EBONY LEE","KATHLEEN HAMEL","MARCIA AARON","ERIC CHAN","JOSEPH FERGUSON","THOMAS ERIC"],"Title":["PRESIDENT","DIRECTOR, BOARD CHAIR","DIRECTOR, TREASURER","DIRECTOR, SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","COO/ASSISTANT SECRETARY","VICE PRESIDENT","VICE PRESIDENT (THRU 1/24)","ASST SECRETARY (THRU 3/24), PARTNER","CHIEF EXTERNAL AFFAIRS OFFICER","PARTNER","PARTNER","PARTNER","PARTNER","PARTNER"],"Hours":[40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[657208,0,0,0,0,0,0,0,0,0,0,0,0,346786,507476,44644,354908,320958,333561,340834,328348,343414,343540],"Direct compensation":[613000,0,0,0,0,0,0,0,0,0,0,0,0,312333,465500,39086,319042,301000,319042,312333,308083,308083,308083],"Other compensation":[44208,0,0,0,0,0,0,0,0,0,0,0,0,34453,41976,5558,35866,19958,14519,28501,20265,35331,35457]},"Basic":{"value":null,"mission":"Identify, support, and grow the country's best nonprofit public charter schools.","year":2024,"name":"CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND","phone":3032178090,"website":"CHARTERGROWTHFUND.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KEVIN HALL","year_formation":2004,"state_legal_domicile":"DE","total_volunteers":12,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1390 LAWRENCE STREET 300, DENVER, CO, 80204, USA","city":"DENVER","state":"CO","country":"USA","zip_code":80204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":12,"Number of employees total":86,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":86,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":232401456,"Contributions":{"value":214188285,"Other contributions":214188285,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6366515,"Total revenue":{"value":6366515,"LOAN INTEREST":5471442,"BAD DEBT RECOVERY":895073},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":11846656,"Investment income total":17618341,"Net investment gain":-5771685,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":189583844,"Grant expense":{"value":150096573,"Grants to domestic orgs":150096573,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":15732330,"Current officers":2232202,"Disqualified persons":0,"Other salaries and wages":11212336,"Pension plan contributions":524659,"Other employee benefits":936020,"Payroll taxes":827113},"Other expenses":{"value":23754941,"Management services":0,"Legal":233429,"Accounting":107309,"Lobbying services":0,"Investment management fees":501740,"Other services":14934795,"Advertising":87251,"Office expenses":92795,"Information technology":1284970,"Royalties":0,"Occupancy":125246,"Travel":1467412,"Conferences and meetings":41788,"Interest":3137619,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":79232,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":1661355},"Functional Expenses":{"value":null,"Program Service Expenses":181291483,"Management And General Expenses":7427037,"Fundraising Expenses":865324}},"Assets":{"value":720288020,"Non-interest bearing cash":72916,"Savings and temp cash investments":242945180,"Pledges and grants receivable":2784938,"Accounts receivable":73118,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1054983,"Land, building, equipment":0,"Investments publicly traded":326826035,"Investments other":72222986,"Investments program related":73909413,"Intangible assets":0,"Other assets":398451},"Liabilities":{"value":49625515,"Sum of Total Liabilities":0,"Accounts payable, accrued":2035528,"Grants payable":4050000,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":43068929,"Other liabilities":471058},"Fund balance":{"value":670662505,"Net assets without donor restriction":542684515,"Net assets with donor restriction":127977990,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9562601916648552,"percentile":0.8544510726398299},"Fundraising Efficiency":{"score":247.52380033374783,"percentile":0.9316271072209309},"Operating Margin":{"score":0.18423986121670424,"percentile":0.7398486838042595},"Liabilities to Assets Ratio":{"score":0.06889676576878233,"percentile":0.3605446608098874},"Operating Reserve Ratio":{"score":3.7993111902510006,"percentile":0.7593551590569532},"Officer Compensation Ratio":{"score":0.020685713071626505,"percentile":0.9087517893362155},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9230769230769231,"percentile":0.252262282827331},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7621347035204618,"percentile":0.92934201240185}},"source_xml":"202533019349301738_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["KEVIN HALL","JOHN FISHER","ALLAN GOLSTON","JAMES RAHN","DEE HASLAM","REED HASTINGS","CONSTANCE JONES","TOM JOYCE","CHARLENE REID","NICOLE PULLEN ROSS","FIDEL VARGAS","ANILU VAZQUEZ-UBARRI","JESSIE WOOLLEY-WILSON","PAMELA INBASEKARAN","DARRYL COBB","JULIE MAIER","RICHARD BILLINGS","EBONY LEE","KATHLEEN HAMEL","MARCIA AARON","ERIC CHAN","JOSEPH FERGUSON","THOMAS ERIC"],"Title":["PRESIDENT","DIRECTOR, BOARD CHAIR","DIRECTOR, TREASURER","DIRECTOR, SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","COO/ASSISTANT SECRETARY","VICE PRESIDENT","VICE PRESIDENT (THRU 1/24)","ASST SECRETARY (THRU 3/24), PARTNER","CHIEF EXTERNAL AFFAIRS OFFICER","PARTNER","PARTNER","PARTNER","PARTNER","PARTNER"],"Hours":[40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[657208,0,0,0,0,0,0,0,0,0,0,0,0,346786,507476,44644,354908,320958,333561,340834,328348,343414,343540],"Direct compensation":[613000,0,0,0,0,0,0,0,0,0,0,0,0,312333,465500,39086,319042,301000,319042,312333,308083,308083,308083],"Other compensation":[44208,0,0,0,0,0,0,0,0,0,0,0,0,34453,41976,5558,35866,19958,14519,28501,20265,35331,35457]},"Basic":{"value":null,"mission":"Identify, support, and grow the country's best nonprofit public charter schools.","year":2024,"name":"CHARTER FUND INC D/B/A CHARTER SCHOOL GROWTH FUND","phone":3032178090,"website":"CHARTERGROWTHFUND.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KEVIN HALL","year_formation":2004,"state_legal_domicile":"DE","total_volunteers":12,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1390 LAWRENCE STREET 300, DENVER, CO, 80204, USA","city":"DENVER","state":"CO","country":"USA","zip_code":80204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":12,"Number of employees total":86,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":86,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":232401456,"Contributions":{"value":214188285,"Other contributions":214188285,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6366515,"Total revenue":{"value":6366515,"LOAN INTEREST":5471442,"BAD DEBT RECOVERY":895073},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":11846656,"Investment income total":17618341,"Net investment gain":-5771685,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":189583844,"Grant expense":{"value":150096573,"Grants to domestic orgs":150096573,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":15732330,"Current officers":2232202,"Disqualified persons":0,"Other salaries and wages":11212336,"Pension plan contributions":524659,"Other employee benefits":936020,"Payroll taxes":827113},"Other expenses":{"value":23754941,"Management services":0,"Legal":233429,"Accounting":107309,"Lobbying services":0,"Investment management fees":501740,"Other services":14934795,"Advertising":87251,"Office expenses":92795,"Information technology":1284970,"Royalties":0,"Occupancy":125246,"Travel":1467412,"Conferences and meetings":41788,"Interest":3137619,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":79232,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":1661355},"Functional Expenses":{"value":null,"Program Service Expenses":181291483,"Management And General Expenses":7427037,"Fundraising Expenses":865324}},"Assets":{"value":720288020,"Non-interest bearing cash":72916,"Savings and temp cash investments":242945180,"Pledges and grants receivable":2784938,"Accounts receivable":73118,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1054983,"Land, building, equipment":0,"Investments publicly traded":326826035,"Investments other":72222986,"Investments program related":73909413,"Intangible assets":0,"Other assets":398451},"Liabilities":{"value":49625515,"Sum of Total Liabilities":0,"Accounts payable, accrued":2035528,"Grants payable":4050000,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":43068929,"Other liabilities":471058},"Fund balance":{"value":670662505,"Net assets without donor restriction":542684515,"Net assets with donor restriction":127977990,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9562601916648552,"percentile":0.8544510726398299},"Fundraising Efficiency":{"score":247.52380033374783,"percentile":0.9316271072209309},"Operating Margin":{"score":0.18423986121670424,"percentile":0.7398486838042595},"Liabilities to Assets Ratio":{"score":0.06889676576878233,"percentile":0.3605446608098874},"Operating Reserve Ratio":{"score":3.7993111902510006,"percentile":0.7593551590569532},"Officer Compensation Ratio":{"score":0.020685713071626505,"percentile":0.9087517893362155},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9230769230769231,"percentile":0.252262282827331},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7621347035204618,"percentile":0.92934201240185}},"source_xml":"202533019349301738_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}