Nonprofit · EIN 88-0689849
CHARTERSOURCE
Tax-exempt · SAINT PAUL, MN 55114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $439,386 | $485,042 | -$45,656 | $607,491 | $3,200 | $604,291 |
| June 30, 2024 | 990 | $657,004 | $525,061 | $131,943 | $667,567 | $15,221 | $652,346 |
| June 30, 2023 | 990 | $836,391 | $452,567 | $383,824 | $634,394 | $142,854 | $491,540 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $73,180
- Program service revenue
- $352,056
- Investment income
- $12,679
- Other revenue
- $1,471
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $154,172
- Other salaries and wages
- $205,719
- Salaries, compensation and benefits (total)
- $391,391
- Professional fundraising fees
- $0
- Accounting fees
- $10,892
- Occupancy
- $2,083
- Travel
- $522
- Depreciation
- $158
- Program services (functional)
- $414,672
- Management and general (functional)
- $58,506
- Fundraising (functional)
- $11,864
Balance sheet and other
- Total assets, start of year
- $665,167
- Total assets, end of year
- $607,491
- Total liabilities, end of year
- $3,200
- Net assets, end of year
- $604,291
- Land, buildings and equipment
- $501
- Net assets without donor restrictions
- $567,624
- Net assets with donor restrictions
- $36,667
- Gross receipts
- $439,386
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2022
- State of legal domicile
- MN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH FINCH | FORMER EXECUTIVE DIRECTOR Officer | 40 | $104,600 |
| HOLLY AMAYA | EXECUTIVE DIRECTOR Officer | 40 | $49,573 |
| SAWSAN NATSHEH | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KOU VANG | TREASURER Trustee or director, Officer | 2 | $0 |
| DANA PETERSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| PHYLLIS SALTZMAN | DIRECTOR Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAWSAN NATSHEH | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KOU VANG | TREASURER Trustee or director, Officer | 2 | $0 |
| DANA PETERSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| PHYLLIS SALTZMAN | DIRECTOR Trustee or director | 1 | $0 |
| KAREN KLINZING | DIRECTOR Trustee or director | 1 | $0 |
| MARY CANNON | OPERATIONS MANAGER Trustee or director, Officer | 20 | $0 |
| BETH FINCH | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAWSAN NATSHEH | CHAIR Trustee or director, Officer | 2 | $0 |
| KOU VANG | TREASURER Trustee or director, Officer | 2 | $0 |
| DANA PETERSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| BETH FINCH | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 UNIVERSITY AVE W STE 200N, SAINT PAUL, MN 55114-1052
- In care of
- % SAWSAN NATSHEH
- Principal officer (990 for 2024)
- BETH FINCH, PO BOX 25702, ST PAUL, MN 55125
- Signed the 990
- HOLLY AMAYA, EXECUTIVE DIRECTOR
- Phone
- (763) 442-9690
- Website
- CHARTERSOURCE.ORG
- Return prepared by
- CARPENTER EVERT & ASSOCIATES LTD
Mission
PROVIDE SCAFFOLDED SUPPORT AND DEVELOPMENT IN GOVERNANCE, LEADERSHIP, AND OPERATIONS FOR SCHOOL IMPROVEMENT.
Program accomplishments
- BOARD AND OPERATIONS TRAINING: 27 SCHOOLS SERVED. BOARD AND NEW SCHOOL INCUBATION TECHNOLOGIES WITH ASSESSMENT AND COACHING SERVICES: 20 SCHOOLS SERVED.Expenses $414,672 · revenue $352,056
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 88-0689849
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $607,491
- Income (IRS master file)
- $439,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $439,386 | $485,042 | $607,491 | XML |
| 990 | June 2024 | $657,004 | $525,061 | $667,567 | XML |
| 990 | June 2023 | $836,391 | $452,567 | $634,394 | XML |
| 990-EZ | June 2022 | – | – | – | 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 88-0689849).
Questions about CHARTERSOURCE
- What is the EIN of CHARTERSOURCE?
- The employer identification number (EIN) of CHARTERSOURCE is 88-0689849.
- Is CHARTERSOURCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to CHARTERSOURCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARTERSOURCE 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 CHARTERSOURCE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARTERSOURCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHARTERSOURCE?
- The 990 for the year ended June 30, 2025 names BETH FINCH.
- Who are the officers and directors of CHARTERSOURCE?
- The 990 for the year ended June 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $104,600 (BETH FINCH, FORMER EXECUTIVE DIRECTOR).
- How much revenue does CHARTERSOURCE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $439,386, expenses of $485,042 and total assets of $607,491 at year end.
Other nonprofits in SAINT PAUL
- MACALESTER COLLEGE EIN 41-0693962 · last filed 990 for 2025
- ST CATHERINE UNIVERSITY EIN 41-0695509 · last filed 990 for 2025
- BETHEL UNIVERSITY EIN 41-0708577 · last filed 990 for 2025
- UNIVERSITY OF NORTHWESTERN-ST PAUL EIN 41-0711610 · last filed 990 for 2025
- TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA EIN 41-0693960 · last filed 990 for 2025
- MITCHELL HAMLINE SCHOOL OF LAW EIN 41-0518750 · last filed 990 for 2025
- ST PAUL ACADEMY AND SUMMIT SCHOOL EIN 41-0943433 · last filed 990 for 2025
- HMONG ACADEMY EIN 65-1180277 · last filed 990 for 2025