Nonprofit · EIN 26-1521682
CHARTER SCHOOL FINANCING PARTNERSHIP LLC
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $732,445 | $128,313 | $604,132 | $17,154,396 | $12,884 | $17,141,512 |
| December 31, 2024 | 990 | $781,170 | $118,563 | $662,607 | $16,559,796 | $22,416 | $16,537,380 |
| December 31, 2023 | 990 | $780,945 | $135,389 | $645,556 | $15,965,582 | $90,809 | $15,874,773 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $553,200
- of which government grants
- $553,200
- Program service revenue
- $165,713
- Investment income
- $13,532
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,205
- Accounting fees
- $31,600
- Program services (functional)
- $85,927
- Management and general (functional)
- $42,386
Balance sheet and other
- Total assets, start of year
- $16,559,796
- Total assets, end of year
- $17,154,396
- Total liabilities, end of year
- $12,884
- Net assets, end of year
- $17,141,512
- Net assets without donor restrictions
- $2,112,582
- Net assets with donor restrictions
- $15,028,930
- Gross receipts
- $732,445
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2007
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA VERNON STERMAN | CHAIR Trustee or director, Officer | 0.5 | $0 |
| ERIC CHATMAN | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| JENNIFER NOVAK | BOARD MANAGER Trustee or director | 0.5 | $0 |
| LATOYA KYLE | BOARD MANAGER Trustee or director | 0.5 | $0 |
| AMANDA SANCHEZ | BOARD MANAGER Trustee or director | 0.5 | $0 |
| WILL ROBISON | BOARD MANAGER Trustee or director | 0.5 | $0 |
| CATHERINE RODRIGUEZ | PRESIDENT Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA VERNON STERMAN | CHAIR Trustee or director, Officer | 0.5 | $0 |
| ERIC CHATMAN | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| JENNIFER NOVAK | BOARD MANAGER Trustee or director | 0.5 | $0 |
| AMIR ALI | BOARD MANAGER Trustee or director | 0.5 | $0 |
| ADRIAN RUIZ | BOARD MANAGER Trustee or director | 0.5 | $0 |
| WILL ROBISON | BOARD MANAGER Trustee or director | 0.5 | $0 |
| CATHERINE RODRIGUEZ | PRESIDENT Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE RODRIGUEZ | PRESIDENT Officer | 0.5 | $0 |
| SARA VERNON STERMAN | CHAIR Trustee or director, Officer | 0.5 | $0 |
| ERIC CHATMAN | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| KIM DEMPSEY | BOARD MANAGER (LEFT IN 2023) Trustee or director | 0.5 | $0 |
| JENNIFER NOVAK | BOARD MANAGER Trustee or director | 0.5 | $0 |
| AMIR ALI | BOARD MANAGER Trustee or director | 0.5 | $0 |
| ADRIAN RUIZ | BOARD MANAGER Trustee or director | 0.5 | $0 |
| WILL ROBISON | BOARD MANAGER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1 WASHINGTON MALL 12TH FLOOR, BOSTON, MA 02108-2603
- Principal officer (990 for 2025)
- CATHERINE RODRIGUEZ, 1 WASHINGTON MALL 12TH FLOOR, BOSTON, MA 02108
- Signed the 990
- CATHERINE RODRIGUEZ, PRESIDENT
- Phone
- (617) 720-1999
- Return prepared by
- AAFCPAS INC
Mission
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.
Program accomplishments
- 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.Expenses $85,927 · revenue $165,713
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1521682
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $17,154,396
- Income (IRS master file)
- $732,445
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $732,445 | $128,313 | $17,154,396 | XML |
| 990 | December 2024 | $781,170 | $118,563 | $16,559,796 | XML |
| 990 | December 2023 | $780,945 | $135,389 | $15,965,582 | XML |
| 990 | December 2022 | $357,859 | $139,907 | $15,261,497 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1521682).
Questions about CHARTER SCHOOL FINANCING PARTNERSHIP LLC
- What is the EIN of CHARTER SCHOOL FINANCING PARTNERSHIP LLC?
- The employer identification number (EIN) of CHARTER SCHOOL FINANCING PARTNERSHIP LLC is 26-1521682.
- Is CHARTER SCHOOL FINANCING PARTNERSHIP LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CHARTER SCHOOL FINANCING PARTNERSHIP LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARTER SCHOOL FINANCING PARTNERSHIP LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARTER SCHOOL FINANCING PARTNERSHIP LLC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARTER SCHOOL FINANCING PARTNERSHIP LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CHARTER SCHOOL FINANCING PARTNERSHIP LLC?
- The 990 for the year ended December 31, 2025 names CATHERINE RODRIGUEZ.
- Who are the officers and directors of CHARTER SCHOOL FINANCING PARTNERSHIP LLC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHARTER SCHOOL FINANCING PARTNERSHIP LLC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $732,445, expenses of $128,313 and total assets of $17,154,396 at year end.
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