Civic Intelligence

Carlisle Charitable Foundation (Formerly Equest Foundation)

990EZ • Fiscal year 2021 • EIN 01-0520715

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 14, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

8.0%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$18,032

Down $16,776 (-48%) from 2020

Net Assets

Down

$18,032

Down $16,776 (-48%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$127,512

Up $9,452 (+8.0%) from 2020

Expenses

Up

$144,323

Up $39,827 (+38%) from 2020

Net Income

Down

-$16,811

Down $30,375 (-224%) from 2020

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

2021

Assets$18,032
Liabilities$0
Net Assets$18,032

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

2021

Revenue$127,512
Expenses$144,323
Net Income-$16,811
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 14, 2022
Return Version
2021v4.0
Gross Receipts
$139,725
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.$124,075$144,323
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA NASONTreasurer-$0--
RENEE THORINGTONSecretary-$0--
ANDREA J SHAWPresidentPT$0--
DIANE FRECHETTEVice Preside-$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
Vice President
Signed
2022-10-14

Preparer

Firm
Dawson and Souter LLC
Address
22 FREE STREET SUITE 302, PORTLAND, ME 04101
Preparer
William H Souter
Phone
2076133700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 124,075

Form 990-ez, Part I, Line 16

Expenses miscellaneous expenses 5,175 bank charges and credit c 76 telephone 53 accounting and legal 1,501 advertising and promotion -1,921 liability insurance 768 information techology 3,978 contract labor 10,516 rent 42 license and permits 60 total 20,248

Form 990-ez, Part I, Line 20

Net unrealized gains/losses on investments 35

Form 990-ez, Part II, Line 24

936 936 less accumulated depreciation 936 936 other depreciable assets 0 0 total 0 0

Form 990-ez, Part III

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

Raw XML Appendix188 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OtherExpensesTotalAmt020248
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IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt012186
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt013357
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144323
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IRS990EZ/TotalRevenueAmt0127512
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CARLISLECHARITABLEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt020055
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 124,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MISCELLANEOUS EXPENSES 5,175 BANK CHARGES AND CREDIT C 76 TELEPHONE 53 ACCOUNTING AND LEGAL 1,501 ADVERTISING AND PROMOTION -1,921 LIABILITY INSURANCE 768 INFORMATION TECHOLOGY 3,978 CONTRACT LABOR 10,516 RENT 42 LICENSE AND PERMITS 60 TOTAL 20,248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET UNREALIZED GAINS/LOSSES ON INVESTMENTS 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3936 936 LESS ACCUMULATED DEPRECIATION 936 936 OTHER DEPRECIABLE ASSETS 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE FRECHETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-14
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/PreparerFirmGrp/PreparerFirmEIN0853792998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAWSON AND SOUTER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022 FREE STREET SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004101
ReturnHeader/PreparerPersonGrp/PhoneNum02076133700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H SOUTER
ReturnHeader/ReturnTs02022-11-15T10:53:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRECHETTE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$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