Civic Intelligence

Carlisle Charitable Foundation (Formerly Equest Foundation)

990EZ • Fiscal year 2018 • EIN 01-0520715

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

PO Box 935Kennebunk, ME 04043-0935

(207) 967-3242

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-6.7%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$26,637

Down $9,988 (-27%) from 2017

Net Assets

Down

$26,637

Down $6,838 (-20%) from 2017

Liabilities

Down

$0

Down $3,150 (-100%) from 2017

Revenue

Down

$102,684

Down $4,791 (-4.5%) from 2017

Expenses

Up

$109,529

Up $18,219 (+20%) from 2017

Net Income

Down

-$6,845

Down $23,010 (-142%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$26,637
Liabilities$0
Net Assets$26,637

Operations Trend

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

2018

Revenue$102,684
Expenses$109,529
Net Income-$6,845
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$109,982
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
PROVIDED CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.$101,028$101,028
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE CONLEYPresidentPT$0--
KATHERINE L NELSONVice President-$0--
WILLIAM H SOUTERTreasurer-$0--
CYNTHIA S PAQUETTESecretary-$0--
LINDA ISELBORNDirector-$0--
ANDREA J SHAWDirector-$0--
WILLIS J HIDELLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,253$23,071$7,298$15,773
Total Events$24,499$24,317$7,298$17,019
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 Conley
Title
President
Phone
8042396141
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
15 CASCO STREET, PORTLAND, ME 04101
Preparer
William H Souter
Phone
2073527600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 5.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 187.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising and promotion. Amount: 2,046. Description: insurance. Amount: 765. Description: office expenses. Amount: 669. Description: accounting and legal. Amount: 1,220. Description: telephone. Amount: 422. Description: information technology. Amount: 2,804. Description: bank charges and credit card fees. Amount: 388. Total to form 990-ez, line 16: 8,314.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: net unrealized gains/losses on investments. Amount: 7.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 800. End of year amount: 500. Description: other depreciable assets. Beg. Of year amount: 468. End of year amount: 281.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 3,150. End of year amount: 0.

Raw XML Appendix242 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/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015773
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 2,046. DESCRIPTION: INSURANCE. AMOUNT: 765. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 669. DESCRIPTION: ACCOUNTING AND LEGAL. AMOUNT: 1,220. DESCRIPTION: TELEPHONE. AMOUNT: 422. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,804. DESCRIPTION: BANK CHARGES AND CREDIT CARD FEES. AMOUNT: 388. TOTAL TO FORM 990-EZ, LINE 16: 8,314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET UNREALIZED GAINS/LOSSES ON INVESTMENTS. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 800. END OF YEAR AMOUNT: 500. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 468. END OF YEAR AMOUNT: 281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 3,150. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE CONLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08042396141
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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ReturnHeader/FilingSecurityInformation/IPTm011:25:30
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 CASCO STREET
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004101
ReturnHeader/PreparerPersonGrp/PhoneNum02073527600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H SOUTER
ReturnHeader/ReturnTs02019-11-13T14:10:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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