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Nonprofit · EIN 86-0797698

CHARTER FOUNDATION INC

Tax-exempt · TUCSON, AZ 85716

Financials

$8.7M$6.3M2022$7.7M$6.5M2023$6.6M$6.4M2024
Revenue Expenses · by fiscal year end
Financials of CHARTER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,557,479$6,444,911$112,568$15,662,860$8,951,322$6,711,538
June 30, 2024990$7,666,431$6,549,204$1,117,227$15,585,765$8,986,795$6,598,970
June 30, 2023990$8,653,565$6,326,298$2,327,267$15,062,141$9,119,398$5,942,743
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,459,663
of which government grants
$1,406,144
Program service revenue
$4,822,022
Investment income
$207,360
Net rental income
$68,434
Other revenue
$68,434

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$1,594,679
Salaries, compensation and benefits (total)
$1,988,973
Professional fundraising fees
$0
Legal fees
$13,742
Accounting fees
$28,500
Occupancy
$712,716
Depreciation
$233,881
Program services (functional)
$5,652,947
Management and general (functional)
$791,964

Balance sheet and other

Total assets, start of year
$15,585,765
Total assets, end of year
$15,662,860
Total liabilities, end of year
$8,951,322
Net assets, end of year
$6,711,538
Land, buildings and equipment
$9,138,419
Net assets without donor restrictions
$6,671,349
Net assets with donor restrictions
$40,189
Gross receipts
$6,557,479
Employees
45
Volunteers
0
Year formed
1995
State of legal domicile
AZ

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
Dee KiddVice President, Secretary, CEO
Trustee or director, Officer
40$113,750
Dudley ButtsPresident
Trustee or director, Officer
5$3,000
Deborah E LeBlancBoard Member
Trustee or director
5$0
John PenczarBoard Member
Trustee or director
5$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
Dee KiddVice President, Secretary, CEO
Trustee or director, Officer
40$101,750
Dudley ButtsPresident
Trustee or director, Officer
5$73,500
Deborah E LeBlancBoard Member
Trustee or director
5$0
John PenczarBoard Member
Trustee or director
5$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
DEE KIDDVICE-PRESIDENT, SECRETARY, CEO
Trustee or director, Officer
40$78,546
DUDLEY W BUTTS JRPRESIDENT
Trustee or director, Officer
5$72,000
DEBORAH E LEBLANCBOARD MEMBER
Trustee or director
5$0
JOHN T PENCZARBOARD MEMBER
Trustee or director
5$0

Address and contacts

Address (IRS master file)
1150 N COUNTRY CLUB RD, TUCSON, AZ 85716-3942
In care of
% CHARTER FOUNDATION
Principal officer (990 for 2024)
Dee Kidd, 1150 North Country Club Rd, Tucson, AZ 85716
Signed the 990
Dee Kidd, CEO
Phone
(520) 296-1100
Return prepared by
R&A CPAS PLLC

Mission

TO INITIATE, DEVELOP AND SUPPORT PROGRAMS WHICH ARE DIRECTED TOWARD WORLD-WIDE PEACE THROUGH THOSE TYPES OF PERSONAL RELATIONSHIPS WHICH CONTRIBUTE TO THE PEACE PROCESS. WE PROMOTE AND ASSIST THE ADVANCEMENT OF EDUCATIONAL AND CHARITABLE SERVICES BY MAKING EXPENDITURES FOR ANY ONE OR MORE OF THE NORMALLY ACCEPTED FUNCTIONS SUCH AS EXPENDITURES FOR THE ACQUISITION AND MAINTENANCE OF REAL PROPERTY AS WELL AS ACQUISITION OF EQUIPMENT AND FURNISHINGS USED FOR OR IN CONJUNCTION WITH THE NORMALLY ACCEPTED FUNCTIONS OF AN EDUCATIONAL FACILITY, DEVELOPING AND ADMINISTERING OF RESEARCH PROJECTS, WORKSHOPS, INSTITUTES AND CONFERENCES FOR THE PURPOSE OF FURTHERING THE EDUCATIONAL AND CHARITABLE OBJECTIVES OF THE CORPORATION.

990 for the year ended June 30, 2025

Program accomplishments

  • HIGHLY PERFORMING CHARTER SCHOOL IN A DIVERSE ECONOMIC AND CULTURAL COMMUNITY. THE SCHOOL PROVIDES A COMPLETE COURSE OF STUDY IN CORE SUBJECTS FOR STUDENTS GRADES K-12. Students are taught core subjects in multi-age settings through center-based learning and direct instruction. This learning environment supports the learning style of each student in the school.
    Expenses $5,652,947 · revenue $4,890,456

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
86-0797698
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20Z)
Assets (IRS master file)
$15,662,860
Income (IRS master file)
$6,557,479

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,557,479$6,444,911$15,662,860XML
990June 2024$7,666,431$6,549,204$15,585,765XML
990June 2023$8,653,565$6,326,298$15,062,141XML
990June 2022$6,931,640$6,262,017$4,031,163IRS
990June 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 86-0797698).

Questions about CHARTER FOUNDATION INC

What is the EIN of CHARTER FOUNDATION INC?
The employer identification number (EIN) of CHARTER FOUNDATION INC is 86-0797698.
Is CHARTER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to CHARTER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHARTER FOUNDATION INC 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 INC 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 INC 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 INC?
The 990 for the year ended June 30, 2025 names Dee Kidd.
Who are the officers and directors of CHARTER FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 4 people; 2 received compensation from the organization, the highest $113,750 (Dee Kidd, Vice President, Secretary, CEO).
How much revenue does CHARTER FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,557,479, expenses of $6,444,911 and total assets of $15,662,860 at year end.

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