Charter Fund INC

Denver, Colorado

A-Health Score
75A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

⚠ 3-point penalty for stale filing data

How This Organization Compares

Compared to 200 peers in Philanthropy, Voluntarism & Grantmaking with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org7.35×
Peer Median8.04×
💰
$251.9M
Total Revenue
📊
$75.8M
Total Expenses
🏦
$557.4M
Net Assets
📋
$48.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+68.7%
Year-over-year change (2020 → 2021)
Net Margin
+69.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.35
Net assets divided by total expenses
Liabilities-to-Assets
8.0%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2021$251,921,544↑69%$75,792,340↓14%$606,047,129↑39%
2020$149,305,777↑94%$88,155,799↑27%$435,873,110↑20%
2019$76,926,295↑38%$69,538,580↑12%$362,249,098↑81%
2015$55,607,056↑4%$61,858,680↑22%$200,620,807↓3%
2014$53,237,265$50,608,750↑29%$207,144,402↑3%
2013$53,355,032↓18%$39,109,515↑64%$200,323,615↑11%
2012$65,078,146↓22%$23,854,043↓26%$180,609,418↑30%
2011$82,935,568$32,431,045$139,397,825

Frequently Asked Questions

What does Charter Fund INC do?▼

Charter Fund INC is a philanthropy, voluntarism & grantmaking nonprofit organization based in Colorado. It is classified under NTEE code T21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Charter Fund INC financially healthy?▼

Based on our 9-metric Financial Health Score model, Charter Fund INC has a score of 75/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Charter Fund INC generate?▼

Charter Fund INC reports $232.4M in annual revenue and holds $720.3M in total assets, based on IRS filings.

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