CHARTER SCHOOL FINANCING PARTNERSHIP LLC

EIN: 261521682 501(c)(3) Education

BOSTON, MA

Total Revenue
$781,170
Total Expenses
$118,563
Total Assets
$16,559,796
Net Assets
$16,537,380
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
DE
Principal Officer
CATHERINE RODRIGUEZ
Phone
6177201999
Tax Period
2024-01-01 to 2024-12-31

CHARTER SCHOOL FINANCING PARTNERSHIP LLC, founded in 2007, is a small nonprofit in the Education sector that reported $781K in total revenue in fiscal year 2024. The organization ran a surplus of $663K, a strong 85% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $600,714
Program Service Revenue $178,934
Investment Income $1,522
Other Revenue $0
TOTAL REVENUE $781,170

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $82,964
Other Expenses $118,563
TOTAL EXPENSES $118,563

Year-over-Year Comparison

2024 2023 Change
Revenue $781,170 $780,945 +0.0%
Expenses $118,563 $135,389 -0.1%
Net Income $662,607 $645,556 +0.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARA VERNON STERMAN CHAIR 0.50
Officer Director
$0 $0 $0
ERIC CHATMAN SECRETARY/TREASURER 0.50
Officer Director
$0 $0 $0
JENNIFER NOVAK BOARD MANAGER 0.50
Director
$0 $0 $0
AMIR ALI BOARD MANAGER 0.50
Director
$0 $0 $0
ADRIAN RUIZ BOARD MANAGER 0.50
Director
$0 $0 $0
WILL ROBISON BOARD MANAGER 0.50
Director
$0 $0 $0
CATHERINE RODRIGUEZ PRESIDENT 0.50
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $781,170 $118,563 $16,559,796 $662,607
2023 $780,945 $135,389 $15,965,582 $645,556
2022 $357,859 $139,907 $15,261,497 $217,952
2021 $332,818 $155,350 $15,663,489 $177,468
2020 $457,712 $152,950 $15,764,235 $304,762
2019 $458,806 $135,142 $15,921,984 $323,664
2018 $383,631 $147,131 $15,988,847 $236,500
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