Civic Intelligence

Equest Foundation

EIN 01-0520715 • 501(c)3 • Kennebunk, ME

Profile

To raise charitable scholarships for students with disabilities who participate at carlisle academy integrative equine therapy & sports.

PO Box 935Kennebunk, ME 04043-0935

www.carlislecharitablefoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

2nd percentile

-2129%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $18,032 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $18,032 (-100%) from 2021

Revenue

Down

$847

Down $126,665 (-99%) from 2021

Expenses

Down

$18,879

Down $125,444 (-87%) from 2021

Net Income

Down

-$18,032

Down $1,221 (-7.3%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2010: $64,305Liabilities 2010: $42,157Net Assets 2010: $22,1482010Assets 2011: $18,969Liabilities 2011: $40,130Net Assets 2011: -$21,1612011Assets 2012: $31,969Liabilities 2012: $24,539Net Assets 2012: $7,4302012Assets 2013: $31,590Liabilities 2013: $110Net Assets 2013: $31,4802013Assets 2014: $12,929Liabilities 2014: $0Net Assets 2014: $12,9292014Assets 2015: $18,389Liabilities 2015: $29,002Net Assets 2015: -$10,6132015Assets 2016: $17,300Liabilities 2016: $0Net Assets 2016: $17,3002016Assets 2017: $36,625Liabilities 2017: $3,150Net Assets 2017: $33,4752017Assets 2018: $26,637Liabilities 2018: $0Net Assets 2018: $26,6372018Assets 2019: $21,279Liabilities 2019: $0Net Assets 2019: $21,2792019Assets 2020: $34,808Liabilities 2020: $0Net Assets 2020: $34,8082020Assets 2021: $18,032Liabilities 2021: $0Net Assets 2021: $18,0322021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $323,3042010Expenses 2011: $163,1332011Revenue 2012: $141,760Expenses 2012: $113,223Net Income 2012: $28,5372012Revenue 2013: $142,482Expenses 2013: $118,559Net Income 2013: $23,9232013Revenue 2014: $154,768Expenses 2014: $173,138Net Income 2014: -$18,3702014Revenue 2015: $121,790Expenses 2015: $145,315Net Income 2015: -$23,5252015Revenue 2016: $139,135Expenses 2016: $111,229Net Income 2016: $27,9062016Revenue 2017: $107,475Expenses 2017: $91,310Net Income 2017: $16,1652017Revenue 2018: $102,684Expenses 2018: $109,529Net Income 2018: -$6,8452018Revenue 2019: $110,855Expenses 2019: $116,229Net Income 2019: -$5,3742019Revenue 2020: $118,060Expenses 2020: $104,496Net Income 2020: $13,5642020Revenue 2021: $127,512Expenses 2021: $144,323Net Income 2021: -$16,8112021Revenue 2022: $847Expenses 2022: $18,879Net Income 2022: -$18,0322022

Highlighted filing

2022

Revenue$847
Expenses$18,879
Net Income-$18,032

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.19$0.18
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.18$0.00$0.18$1.28$1.44$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$1.18$1.04$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.11$1.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$1.03$1.10$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.03$0.33$1.07$0.91$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.39$1.11$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.29$0.11$1.22$1.45$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.55$1.73$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$1.42$1.19$0.24
2012Summary only. Only limited summary data is available for this year.$0.32$0.25$0.07$1.42$1.13$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.40$0.21$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.42$0.22$3.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$3,056
Mission and Program Overview

Mission

To raise charitable scholarships for students with disabilities who participate at carlisle academy integrative equine therapy & sports.

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.$10,500$18,879
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA NASONTreasurer-$0--
RENEE THORINGTONSecretary-$0--
DIANE FRECHETTEPresident-$0--
MATT DAYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carlisle Charitable Foundation
EIN
01-0520715
Phone
2079673242
Address
PO BOX 935, KENNEBUNK, ME 04043-0935

Signing Officer

Name
Diane Frechette
Title
President
Signed
2023-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Kelly Dawson & Souter LLC
Address
373 BROADWAY, SOUTH PORTLAND, ME 04106-2952
Preparer
William H Souter
Phone
2078797000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 10,500

Form 990-ez, Part I, Line 16

Expenses 152 accounting and legal 3,688 contract labor 3,059 miscellaneous 312 total 7,211

Form 990-ez, Part III

To raise charitable scholarships for students with disabilities who participate at carlisle academy integrative equine therapy & sports.

Raw XML Appendix173 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02079673242
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KENNEBUNK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004043
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0219
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02209
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18032
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0628
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010500
IRS990EZ/GrossReceiptsAmt03056
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018032
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt042
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA NASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE THORINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE FRECHETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990EZ/PrintingPublicationsPostageAmt01126
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018879
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02837
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018879
IRS990EZ/TotalProgramServiceExpensesAmt018879
IRS990EZ/TotalRevenueAmt0847
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CARLISLECHARITABLEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt020055
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt030700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt019304
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt019783
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt089842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0114181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt085660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0401852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013358
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt061420
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74990
IRS990ScheduleA/PublicSupportPY509Pct00.72550
IRS990ScheduleA/PublicSupportTotal509Amt0347430
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0115842
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt026000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt026000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0219
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IRS990ScheduleA/Total509Grp/TotalAmt0463272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0219
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101438
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0463305
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NONE
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 10,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 152 ACCOUNTING AND LEGAL 3,688 CONTRACT LABOR 3,059 MISCELLANEOUS 312 TOTAL 7,211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO RAISE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE FRECHETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLISLE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0010520715
ReturnHeader/Filer/PhoneNum02079673242
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 935
ReturnHeader/Filer/USAddress/CityNm0KENNEBUNK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0040430935
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920843814
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0373 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041062952
ReturnHeader/PreparerPersonGrp/PhoneNum02078797000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H SOUTER
ReturnHeader/ReturnTs02024-01-16T12:46:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRECHETTE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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