2024-05-08T10:29:06-05:00 2023-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-01-01 261521682 CHARTER SCHOOL FINANCING PARTNERSHIP LLC CHAR 6177201999 1 WASHINGTON MALL 12TH FLOOR BOSTON MA 02108 CATHERINE RODRIGUEZ PRESIDENT 6177201999 2024-05-03 1 CATHERINE RODRIGUEZ XXX-XX-XXXX 1 ANDREW R PURICELLI CPA P01633436 5083669100 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z CATHERINE RODRIGUEZ 1 WASHINGTON MALL 12TH FLOOR BOSTON MA 02108 780945 0 X N/A X 2007 DE CHARTER SCHOOL FINANCING PARTNERSHIP, LLC (CSFP) IS ORGANIZED AND OPERATED EXCLUSIVELY ENCOURAGE, FACILITATE, AND ASSIST IN THE FINANCING OF CHARTER SCHOOLS AND ALL EDUCATIONAL ACTIVITIES RELATED THERETO. THE HOUSING PARTNERSHIP NETWORK, INC. AND FIVE OF ITS MEMBERS, WHO ARE LEADING LENDERS TO CHARTER SCHOOLS, JOINED TOGETHER TO CREATE CSFP - A GROUNDBREAKING VEHICLE TO ACCESS SECONDARY MARKET FINANCING FOR CHARTER SCHOOLS THAT SERVE DISADVANTAGED STUDENTS AND COMMUNITIES. 6 6 0 6 0 0 140829 576455 214098 196800 2932 7690 0 0 357859 780945 0 0 0 0 0 0 0 0 0 139907 135389 139907 135389 217952 645556 15261497 15965582 32280 90809 15229217 15874773 X CHARTER SCHOOL FINANCING PARTNERSHIP, LLC (CSFP) IS ORGANIZED AND OPERATED EXCLUSIVELY ENCOURAGE, FACILITATE, AND ASSIST IN THE FINANCING OF CHARTER SCHOOLS AND ALL EDUCATIONAL ACTIVITIES RELATED THERETO. THE HOUSING PARTNERSHIP NETWORK, INC. AND FIVE OF ITS MEMBERS, WHO ARE LEADING LENDERS TO CHARTER SCHOOLS, JOINED TOGETHER TO CREATE CSFP - A GROUNDBREAKING VEHICLE TO ACCESS SECONDARY MARKET FINANCING FOR CHARTER SCHOOLS THAT SERVE DISADVANTAGED STUDENTS AND COMMUNITIES. 0 0 99450 196800 CSFP PROVIDES CREDIT ENHANCEMENT FOR CHARTER SCHOOL FACILITIES THROUGHOUT THE COUNTRY BY PROVIDING INTEREST FREE DEBT SERVICE RESERVE FUNDING, LOANS, CREDIT ENHANCEMENT AGREEMENTS, AND LOAN GUARANTEES BY USING A COMBINATION OF GRANT FUNDS FROM THE U.S. DEPARTMENT OF EDUCATION AND PROCEEDS OF A PROGRAM RELATED INVESTMENT FROM THE WALTON FAMILY FOUNDATION. CSFP HAS DEPLOYED OVER $14.5 MILLION IN CREDIT ENHANCEMENT FUNDS, LEVERAGING MORE THAN $165 MILLION IN FINANCING FOR SCHOOLS SERVING OVER 6,600 STUDENTS IN UNDER-SERVED COMMUNITIES. 99450 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X THE HOUSING PARTNERSHIP NETWORK INC 6177201999 1 WASHINGTON MALL 12TH FLOOR BOSTON MA 02108 X CATHERINE RODRIGUEZ PRESIDENT 0.50 X 0 0 0 SARA VERNON STERMAN CHAIR 0.50 X X 0 0 0 ERIC CHATMAN SECRETARY/TREASURER 0.50 X X 0 0 0 KIM DEMPSEY BOARD MANAGER (LEFT IN 2023) 0.50 X 0 0 0 JENNIFER NOVAK BOARD MANAGER 0.50 X 0 0 0 AMIR ALI BOARD MANAGER 0.50 X 0 0 0 ADRIAN RUIZ BOARD MANAGER 0.50 X 0 0 0 WILL ROBISON BOARD MANAGER 0.50 X 0 0 0 0 0 0 0 0 0 1 0 576455 576455 PLACEMENT AND SERVICE 900099 196800 196800 196800 7690 7690 780945 196800 0 7690 58529 50920 7609 28330 28330 46759 46759 MISCELLANEOUS 1771 1771 135389 99450 35939 0 1271780 1378219 665070 672760 26086 39587 13298561 13875016 15261497 15965582 32280 90809 32280 90809 X 1930656 1999757 13298561 13875016 15229217 15874773 15261497 15965582 645556 0 X X 0 1 X 1 1 1 X 249072 65218 2274 140829 576455 1033848 203991 390046 329938 214098 196800 1334873 453063 455264 332212 354927 773255 2368721 0 172212 360046 294938 184098 149946 1161240 172212 360046 294938 184098 149946 1161240 1207481 5743 2448 606 2932 7690 19419 5743 2448 606 2932 7690 19419 458806 457712 332818 357859 780945 2388140 0.50560 0.39380 0.00810 0.00840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CREDIT ENHANCEMENT 8861628 C GRANT RESERVE 5013388 C 13875016 X 780945 0 780945 0 780945 135389 0 135389 0 135389 PART X, LINE 2: CSFP ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CSFP HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2023. CSFP'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 0 0 0 0 0 0 0 0 0 PART VII, QUESTION 5 CATHERINE RODRIGUEZ, ERIC CHATMAN AND KIM DEMPSEY WERE COMPENSATED BY HOUSING PARTNERSHIP NETWORK, INC. (HPN), AN UNRELATED NONPROFIT MANAGEMENT AGENT PROVIDING SERVICES TO CHARTER SCHOOL FINANCING PARTNERSHIP, LLC, AS FULL TIME EMPLOYEES OF HPN. CATHERINE RODRIGUEZ RECEIVED $234,071 IN SALARY AND BONUS AND $50,551 IN BENEFITS. ERIC CHATMAN RECEIVED $308,567 IN SALARY AND BONUS AND $56,439 IN BENEFITS. KIM DEMPSEY RECEIVED $280,781 IN SALARY AND BONUS AND $39,787 IN BENEFITS. FORM 990, PART VI, SECTION A, LINE 3 CSFP UTILIZES HOUSING PARTNERSHIP NETWORK AS A MANAGEMENT AGENCY, WHO PROVIDES THE DAY TO DAY OPERATING SUPPORT AND RECORD KEEPING. FORM 990, PART VI, SECTION A, LINE 6 CSFP HAS SIX MEMBERS. MEMBERS MAY SERVE ON THE BOARD OF MANAGERS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, CSFP'S BOARD OF MANAGERS REVIEW AND APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE IS USED AND IF ANY ISSUES ARISE THE BOARD IS NOTIFIED. IF ISSUES ARISE, THE BOARD MANAGER INVOLVED WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 CSFP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF MANAGERS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.