Charter Board Partners FY2021 filing

Washington, DCUnknown exempt organization EIN 01-0974476Revenue $1.1M in FY2021

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.

83¢ of each $1 spent went to programs.
$581K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$581K
to officers and key staff · 46% of spending
Concern: pay to officers and key staff is 46% of spending; over 30%.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $23
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$224K
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$1.3M
To programs
83%
Net assets
$447K
By yearFY2021–FY2023
Revenue
$1.1M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$1.2M
FY2023$570K
Expenses
$1.3M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.3M
FY2022$1.2M
FY2023$988K
Net assets
$447K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$447K
FY2022$477K
FY2023$0

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

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

83 cents of each dollar spent went to programs.

Program services 83% · $1.0M Management & general 14% · $178K Fundraising 3% · $36K

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

11 people listed on the 990; $581K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
CEO & Co-Founder
$150,486Pt VII · Sec A
$149,642Pt VII · Sec A
$140,272Pt VII · Sec A
Partner Until 02/2021
$140,272Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 · $1.0M · in their own filed words · FY2020
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.

$1.0Mprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$548K
Gifts and grantsLn 1h$533K
Investment incomeLn 3$24
Money outPt IX
$1.3M
Ln 25
Programscol B$1.0M
Managementcol C$178K
Fundraisingcol D$36K
Owns and owesPt X
$447K
net assets · Ln 32
Cash and savingsLn 1–2$467K
Total assetsLn 16$671K
LiabilitiesLn 26$224K
PeoplePt VI, VII
11
listed · VII A
PaidVII A4
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$533K
Government grantsLn 1e$145K
Fees for servicesLn 2g$548K
Investment incomeLn 3$24
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$257K
SavingsLn 2$210K
Cash and savings togetherLn 1–2$467K
Total assetsLn 16$671K
LiabilitiesLn 26$224K
Net assetsLn 32$447K
OperationsPt I, VI
EmployeesI 57
VolunteersI 66
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$377K$467K
Total assetsLn 16$885K$671K
LiabilitiesLn 26$256K$224K
Net assetsLn 32$629K$447K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$157K$110K$16K$31K
Other salaries and wagesLn 7$713K$613K$100K$72
Pension plan contributionsLn 8$28K$24K$4K
Other employee benefitsLn 9$37K$33K$4K
Payroll taxesLn 10$67K$56K$9K$2K
Accounting feesLn 11c$38K$38K
Other fees for servicesLn 11g$162K$162K$597
Office expensesLn 13$8K$7K$1K$286
Information technologyLn 14$35K$30K$4K$2K
TravelLn 17$188$23$165
Conferences, conventions and meetingsLn 19$2K$1K$879
InsuranceLn 23$6K$5K$742$195
Other expenses (24a–d)Ln 24$9K$9K$391$80
Total functional expensesLn 25$1.3M$1.0M$178K$36K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $570K$988K−$418K$0 990 PDF
FY2022 $1.2M$1.2M$30K$477K 990 PDF
FY2021 Viewing $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 FY2021 990 (6 parts)
Part I · Summary $1,080,844 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,251,767$532,712
I-9 Program service revenuePrior year $429,292$548,108
I-10 Investment incomePrior year $21$24
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,681,080$1,080,844
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 $860,916$1,002,021
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $380,767$261,168
I-18 Total expensesPrior year $1,241,683$1,263,189
I-19 Revenue less expensesPrior year $439,397−$182,345
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $1,080,844 across 6 lines filed
VIII-1e Government grants$144,800
VIII-1f All other contributions, gifts and grants$387,912
VIII-1h Total contributions, gifts and grants$532,712
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $548,108$548,108
VIII-3 Investment incomeExcluded from tax $24$24
VIII-12 Total revenueRelated to mission $548,108 · Unrelated business $0 · Excluded from tax $24$1,080,844
Part IX · Statement of functional expenses $1,263,189 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $109,564 · Management $15,652 · Fundraising $31,304$156,520
IX-7 Other salaries and wagesPrograms $613,033 · Management $99,547 · Fundraising $72$712,652
IX-8 Pension plan contributionsPrograms $24,361 · Management $3,943$28,304
IX-9 Other employee benefitsPrograms $33,191 · Management $4,230$37,421
IX-10 Payroll taxesPrograms $55,943 · Management $8,875 · Fundraising $2,306$67,124
IX-11c Accounting feesManagement $38,235$38,235
IX-11g Other fees for servicesPrograms $161,584 · Management $597$162,181
IX-13 Office expensesPrograms $6,802 · Management $1,085 · Fundraising $286$8,173
IX-14 Information technologyPrograms $29,965 · Management $3,584 · Fundraising $1,891$35,440
IX-17 TravelPrograms $23 · Management $165$188
IX-19 Conferences, conventions and meetingsPrograms $1,461 · Management $879$2,340
IX-23 InsurancePrograms $4,652 · Management $742 · Fundraising $195$5,589
IX-24 Other expenses (24a–d)Programs $8,551 · Management $391 · Fundraising $80$9,022
IX-25 Total functional expensesPrograms $1,049,130 · Management $177,925 · Fundraising $36,134$1,263,189
Part X · Balance sheet $671,125 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $167,124$256,992
X-2 Savings and temporary cash investmentsStart of year $210,006$210,005
X-3 Pledges and grants receivableStart of year $445,500$150,000
X-4 Accounts receivableStart of year $54,204$44,047
X-9 Prepaid expenses and deferred chargesStart of year $8,268$10,081
X-16 Total assetsStart of year $885,102$671,125
X-17 Accounts payable and accrued expensesStart of year $23,945$27,920
X-19 Deferred revenueStart of year $87,250$51,581
X-24 Unsecured notes and loans payableStart of year $144,800$144,862
X-26 Total liabilitiesStart of year $255,995$224,363
X-27 Net assets without donor restrictionsStart of year $8,607$209,732
X-28 Net assets with donor restrictionsStart of year $620,500$237,030
X-32 Total net assets or fund balancesStart of year $629,107$446,762
X-33 Total liabilities and net assetsStart of year $885,102$671,125
Part XI · Reconciliation of net assets $446,762 net assets at year end
XI-1 Total revenue$1,080,844
XI-2 Total expenses$1,263,189
XI-3 Revenue less expenses−$182,345
XI-4 Net assets at start of year$629,107
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$446,762

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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