Charter Board Partners

Washington, DCUnknown exempt organization EIN 01-0974476Revenue $570K in FY2023

On file with the IRSedboards.orgPo Box 73215 · Washington, DC

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To promote and foster exceptional governance in public Charter schools and education nonprofits so that every organization has the Board IT needs to improve student achievement.

80¢ of each $1 spent went to programs.
Run by 6 volunteers and 7 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $190K a year · 20% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$443K
to officers and key staff · 45% of spending
Concern: pay to officers and key staff is 45% of spending; over 30%.
Pt VII · Sec A
Named funders
1
named funder · $23
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$570K
-54% vs prior year
Spent
$988K
To programs
80%
Net assets
$0
By yearFY2021–FY2023
Revenue
$570K
FY2023▼ -54%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$1.2M
FY2023$570K
Expenses
$988K
FY2023▼ -17%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.3M
FY2022$1.2M
FY2023$988K
Net assets
$0
FY2023▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2021$447K
FY2022$477K
FY2023$0

From the FY2023 Form 990 (year ending April 2023) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $793K Management & general 17% · $166K Fundraising 3% · $30K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $443K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
CEO & Co-Founder
$177,136Pt VII · Sec A
$163,963Pt VII · Sec A
Senior Director
$102,135Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2023FY2022FY2021
Carrie Irvin$177,136$150,374$150,486
Debra Lister$163,963$155,910$149,642
Shereen Williams—$132,981$140,272
Lucy Castillo——$140,272
Phillip Robinson JR—$122,313—
Sarah Morgan$102,135——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Strengthens charter school and education nonprofit boards to improve student achievement.

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Provided by the organization

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1 program · $793K · in their own filed words · FY2022
01

Education board partners promotes and fosters exceptional governance in public charter schools and education nonprofits so that every organization has the board it needs to improve student achievement based on research and experience.

$793Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$23

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$570K
Ln 12
Gifts and grantsLn 1h$351K
Fees for servicesLn 2g$219K
Investment incomeLn 3$19
Money outPt IX
$988K
Ln 25
Programscol B$793K
Managementcol C$166K
Fundraisingcol D$30K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$351K
Fees for servicesLn 2g$219K
Investment incomeLn 3$19
Total revenueLn 12$570K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 57
VolunteersI 66
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$564K$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$615K$0
LiabilitiesLn 26$138K$0
Net assetsLn 32$477K$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$133K$93K$13K$27K
Other salaries and wagesLn 7$401K$350K$51K
Pension plan contributionsLn 8$10K$9K$1K
Other employee benefitsLn 9$18K$15K$3K$7
Payroll taxesLn 10$38K$32K$4K$2K
Legal feesLn 11b$13K$13K
Accounting feesLn 11c$40K$40K
Other fees for servicesLn 11g$265K$242K$24K
Office expensesLn 13$6K$5K$685$263
Information technologyLn 14$17K$14K$2K$781
TravelLn 17$25K$11K$14K$151
Conferences, conventions and meetingsLn 19$6K$6K$33
InsuranceLn 23$5K$4K$578$221
Other expenses (24a–d)Ln 24$12K$12K
Total functional expensesLn 25$988K$793K$166K$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $570K$988K−$418K$0 990 PDF
FY2022 $1.2M$1.2M$30K$477K 990 PDF
FY2021 $1.1M$1.3M−$182K$447K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $569,527 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $616,043$350,621
I-9 Program service revenuePrior year $610,913$218,887
I-10 Investment incomePrior year $22$19
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,226,978$569,527
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $754,455$599,576
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $442,522$388,202
I-18 Total expensesPrior year $1,196,977$987,778
I-19 Revenue less expensesPrior year $30,001−$418,251
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $569,527 across 5 lines filed
VIII-1f All other contributions, gifts and grants$350,621
VIII-1h Total contributions, gifts and grants$350,621
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $218,887$218,887
VIII-3 Investment incomeExcluded from tax $19$19
VIII-12 Total revenueRelated to mission $218,887 · Unrelated business $0 · Excluded from tax $19$569,527
Part IX · Statement of functional expenses $987,778 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $93,211 · Management $13,315 · Fundraising $26,632$133,158
IX-7 Other salaries and wagesPrograms $350,007 · Management $50,629$400,636
IX-8 Pension plan contributionsPrograms $8,892 · Management $1,425$10,317
IX-9 Other employee benefitsPrograms $15,046 · Management $2,807 · Fundraising $7$17,860
IX-10 Payroll taxesPrograms $32,119 · Management $3,953 · Fundraising $1,533$37,605
IX-11b Legal feesManagement $12,977$12,977
IX-11c Accounting feesManagement $39,778$39,778
IX-11g Other fees for servicesPrograms $241,561 · Management $23,890$265,451
IX-13 Office expensesPrograms $4,746 · Management $685 · Fundraising $263$5,694
IX-14 Information technologyPrograms $14,131 · Management $2,039 · Fundraising $781$16,951
IX-17 TravelPrograms $11,061 · Management $13,517 · Fundraising $151$24,729
IX-19 Conferences, conventions and meetingsPrograms $6,287 · Management $33$6,320
IX-23 InsurancePrograms $4,003 · Management $578 · Fundraising $221$4,802
IX-24 Other expenses (24a–d)Programs $11,500$11,500
IX-25 Total functional expensesPrograms $792,564 · Management $165,626 · Fundraising $29,588$987,778
Part X · Balance sheet $0 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $354,105$0
X-2 Savings and temporary cash investmentsStart of year $210,001$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $39,825$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $11,163$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $615,094$0
X-17 Accounts payable and accrued expensesStart of year $77,581$0
X-19 Deferred revenueStart of year $60,750$0
X-26 Total liabilitiesStart of year $138,331$0
X-27 Net assets without donor restrictionsStart of year $476,763$0
X-32 Total net assets or fund balancesStart of year $476,763$0
X-33 Total liabilities and net assetsStart of year $615,094$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$569,527
XI-2 Total expenses$987,778
XI-3 Revenue less expenses−$418,251
XI-4 Net assets at start of year$476,763
XI-9 Other changes in net assets−$58,512
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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