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Nonprofit · EIN 94-3314538

CHARTER FOUNDATION

Tax-exempt · SEBASTOPOL, CA 95473

Financials

$222K$306K2023$248K$243K2024
Revenue Expenses · by fiscal year end
Financials of CHARTER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$248,286$243,063$5,223$9,352,649$4,908,121$4,444,528
June 30, 2024990$221,531$305,998-$84,467$9,517,551$4,885,528$4,632,023
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$282,910
Program service revenue
$22,802
Investment income
$24,802
Net rental income
-$144,477
Net income from fundraising events
$62,249
Other revenue
-$82,228

Expenses

Grants and similar amounts paid
$150,000
Compensation of officers, directors and key employees
$0
Other salaries and wages
$81,865
Salaries, compensation and benefits (total)
$81,865
Professional fundraising fees
$0
Depreciation
$117
Program services (functional)
$232,534
Management and general (functional)
-$3,954
Fundraising (functional)
$14,483

Balance sheet and other

Total assets, start of year
$9,517,551
Total assets, end of year
$9,352,649
Total liabilities, end of year
$4,908,121
Net assets, end of year
$4,444,528
Land, buildings and equipment
$8,313,889
Net assets without donor restrictions
$4,444,528
Gross unrelated business income
-$144,477
Gross receipts
$627,909
Employees
2
Volunteers
90
Year formed
1998
State of legal domicile
CA

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.

NameTitleHours / weekCompensation
James KorzoDirector
Trustee or director
1$0
Ashley Schroth-CaryVice President
Trustee or director
1$0
Amy Hui JohnsonPresident
Trustee or director
3$0
Diana OrtizSecretary
Trustee or director
1$0
Franz FeuerherdtTreasurer
Trustee or director
1$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
james korzoDirector
Trustee or director
1$0
Ashley Schroth-CaryVice President
Trustee or director
1$0
Amy Hui JohnsonPresident
Trustee or director
3$0
Diana OrtizSecretary
Trustee or director
1$0
Franz FeuerherdtTreasurer/Sec
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 1260, SEBASTOPOL, CA 95473-1260
Principal officer (990 for 2024)
Amy Hui Johnson, Post Office Box 1260, Sebastopol, CA 954731260
Signed the 990
Amy Hui Johnson, President
Phone
(707) 824-8430
Return prepared by
Goranson Tax and Consulting Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3314538 or by the name CHARTER FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

To provide facilities and resources to charter school programs which use the Waldorf Curriculum

990 for the year ended June 30, 2025

Program accomplishments

  • The Foundation is a non-profit corporation formed in 1998 to raise money for the creation and ongoing support of Sebastopol Charter School. The funding for the Foundation comes principally from the pledge donations of our school families, along with various fundraising programs and events throughout the year. The Foundation holds a $4.28 million loan from the purchase and construction of the property. The Foundation leases 18 acres of the propertys 20 acres to the School and 1 acre to the Ceres Community Project. The Foundation also raises funds to benefit the School through an Annual Giving Pledge Campaign and various fundraising events throughout the year. Funds that are not granted to the School are saved and/or invested for future property improvements.Funding for the Foundation comes principally from the pledge donations of our school families, along with various fundraising programs and events throughout the year. In the 2021-2026 school year, 169 of our 197 school families collectively pledged ~$270,210 to support the Foundations mission.The Foundation makes an annual grant to the School of $150,000 and saves all additional funds raised beyond that amount for its long-term facilities needs. In this way, the Foundation ensures the Schools fiscal health is secure, there is a financial backstop in place for times of crisis and an endowment is built for the ongoing support of the Schools programs.Support of Sebastopol Charter School is support for the students and their families enrolled in the School. The School had 281 students enrolled in the 2024-2025 school year.
    Expenses $232,534

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-3314538
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$9,352,649
Income (IRS master file)
$627,909

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$248,286$243,063$9,352,649XML
990-TJune 2025–––IRS
990June 2024$221,531$305,998$9,517,551XML
990-TJune 2024–––IRS
990June 2023$186,965$114,673$9,616,763IRS
990-TJune 2023–––IRS
990June 2022$115,690$109,922$9,682,177IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 94-3314538).

Questions about CHARTER FOUNDATION

What is the EIN of CHARTER FOUNDATION?
The employer identification number (EIN) of CHARTER FOUNDATION is 94-3314538.
Is CHARTER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to CHARTER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHARTER FOUNDATION 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 FOUNDATION 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 CHARTER FOUNDATION 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 CHARTER FOUNDATION?
The 990 for the year ended June 30, 2025 names Amy Hui Johnson.
Who are the officers and directors of CHARTER FOUNDATION?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does CHARTER FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $248,286, expenses of $243,063 and total assets of $9,352,649 at year end.

Other nonprofits in SEBASTOPOL

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