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$251,921,54469%$75,792,34014%$606,047,12939%
2020$149,305,77794%$88,155,79927%$435,873,11020%
2019$76,926,29538%$69,538,58012%$362,249,09881%
2015$55,607,0564%$61,858,68022%$200,620,8073%
2014$53,237,265$50,608,75029%$207,144,4023%
2013$53,355,03218%$39,109,51564%$200,323,61511%
2012$65,078,14622%$23,854,04326%$180,609,41830%
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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