Civic Intelligence

Carlisle Charitable Foundation (Formerly Equest Foundation)

990 • Fiscal year 2013 • EIN 01-0520715

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 18, 2014

Organization ProfileWWW.CARLISLECHARITABLEFOUNDATION.ORG
P O Box 935Kennebunk, ME 04043-0935

(207) 467-3242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

48th percentile

0.5%

Faster revenue growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,590

Down $379 (-1.2%) from 2012

Net Assets

Up

$31,480

Up $24,050 (+324%) from 2012

Liabilities

Down

$110

Down $24,429 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Up

$142,482

Up $722 (+0.5%) from 2012

Expenses

Up

$118,559

Up $5,336 (+4.7%) from 2012

Net Income

Down

$23,923

Down $4,614 (-16%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$31,590
Liabilities$110
Net Assets$31,480
Open 2013 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$142,482
Expenses$118,559
Net Income$23,923
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 18, 2014
Return Version
2013v3.0
Gross Receipts
$155,053
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,160$21,841▼ $4,319
Savings and Temporary Cash Investments$5,071$9,376▲ $4,305
Land, Buildings, and Equipment, Net$513$373▼ $140
Pledges and Grants Receivable$225--
Total Assets$31,969$31,590▼ $379
Liabilities
Accounts Payable and Accrued Expenses$24,539$110▼ $24,429
Total Liabilities$24,539$110▼ $24,429
Net Assets / Fund Balance
Unrestricted Net Assets$7,430$31,480▲ $24,050
Total Net Assets Fund Balance$7,430$31,480▲ $24,050
Total Liabilities and Net Assets / Fund Balance$31,969$31,590▼ $379

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$373$327$700
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Leslie LindgrenPresident
Dorothy StapletonDirector
Elizabeth BitherDirector
Katherine NelsonDirector
Mary GiftosDirector
Ronald W Schneider JrDirector
Willis J HidellDirector
Cynthia PaquetteSecretary
William SouterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,543
Program Service Revenue
$0
Investment Income
$720
Other Revenue
$30,219
All Other Contributions
$111,543
Change in Net Assets
$23,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,377
Total Fundraising Expense$40,182
Salaries, Compensation, and Employee Benefits$22,599
Other Expenses$17,583
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$78,377--$78,377
Other Salaries and Wages--$20,213$20,213
Advertising--$4,989$4,989
Occupancy--$3,600$3,600
Payroll Taxes--$2,386$2,386
Office Expenses--$1,926$1,926
Fees for Services Legal--$1,845$1,845
Information Technology--$1,728$1,728
Fees for Services Accounting--$900$900
Depreciation Depletion--$140$140
Other Expenses--$117$117
All Other Expenses--$60$60
Insurance--$-245$-245
Total Functional Expenses$78,377$0$40,182$118,559
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,821
Fundraising Direct Expenses$7,602
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,085$34,085$7,206$26,879
Total Events$34,085$34,085$7,206$26,879
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The foundation's treasurer presents the finalized 990 at a monthly board meeting, but not typically prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“Information available upon request.”

Filing and Contact Details

Filer

EIN
01-0520715
Phone
2074673242

Signing Officer

Name
Leslie Lindgren
Title
President
Phone
2079852608
Signed
2014-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Lindgren
Formed
1998
Legal Domicile
Me
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
18

Preparer

Preparer
William H Souter
Phone
2078740355
Raw XML AppendixShowing 400 of 419 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.

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IRS990ScheduleA/PublicSupportCY509Pct00.60640
IRS990ScheduleA/PublicSupportPY509Pct00.66650
IRS990ScheduleA/PublicSupportTotal509Amt0521543
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt084789
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt055318
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt041185
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt074700
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt079417
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0335409
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt05500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt05500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0149364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0211026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0252078
IRS990ScheduleA/Total509Grp/TotalAmt0856952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0149407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0102798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0211026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0255036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0860027
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0373
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0327
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0373
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034085
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026879
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07206
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07206
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt078377
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CARLISLE ACADEMY STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt089
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S TREASURER PRESENTS THE FINALIZED 990 AT A MONTHLY BOARD MEETING, BUT NOT TYPICALLY PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt031590
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IRS990/TotalAssetsGrp/EOYAmt031590
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0111543
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt040182
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt0110
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07430
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031480
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt078377
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030939
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142482
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031590
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07430
IRS990/UnrestrictedNetAssetsGrp/EOYAmt031480
IRS990/UponRequestInd0X
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IRS990/USAddress/State0ME
IRS990/USAddress/ZIPCode004043
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IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CARLISLECHARITABLEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE LINDGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02079852608
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARLISLE CHARITABLE FOUNDATION
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ReturnHeader/Filer/EIN0010520715

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,590
Liabilities
$110
Net assets
$31,480
Revenue
$142,482
Expenses
$118,559
Net income
$23,923
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