Civic Intelligence

Carlisle Elderly Housing Assn Inc.

990 • Fiscal year 2020 • EIN 04-2695253

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 17, 2021

145 Church Street PO Box 207Carlisle, MA 01741-0207

(978) 369-5968

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

1.09x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$13,813

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

1.7%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

2.3%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,414,091

Up $24,185 (+1.7%) from 2019

Net Assets

Up

$1,246,160

Up $40,539 (+3.4%) from 2019

Liabilities

Down

$167,931

Down $16,354 (-8.9%) from 2019

Revenue

Up

$153,843

Up $3,422 (+2.3%) from 2019

Expenses

Down

$113,304

Down $9,134 (-7.5%) from 2019

Net Income

Up

$40,539

Up $12,556 (+45%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,236,078Liabilities 2011: $313,090Net Assets 2011: $922,9882011Assets 2012: $1,263,210Liabilities 2012: $298,054Net Assets 2012: $965,1562012Assets 2013: $1,284,537Liabilities 2013: $282,100Net Assets 2013: $1,002,4372013Assets 2014: $1,313,036Liabilities 2014: $266,156Net Assets 2014: $1,046,8802014Assets 2015: $1,321,578Liabilities 2015: $249,473Net Assets 2015: $1,072,1052015Assets 2016: $1,333,983Liabilities 2016: $232,876Net Assets 2016: $1,101,1072016Assets 2017: $1,357,681Liabilities 2017: $217,484Net Assets 2017: $1,140,1972017Assets 2018: $1,378,381Liabilities 2018: $200,743Net Assets 2018: $1,177,6382018Assets 2019: $1,389,906Liabilities 2019: $184,285Net Assets 2019: $1,205,6212019Assets 2020: $1,414,091Liabilities 2020: $167,931Net Assets 2020: $1,246,1602020Assets 2021: $1,437,160Liabilities 2021: $150,742Net Assets 2021: $1,286,4182021Assets 2022: $1,434,625Liabilities 2022: $134,136Net Assets 2022: $1,300,4892022Assets 2023: $1,438,145Liabilities 2023: $116,433Net Assets 2023: $1,321,7122023Assets 2024: $1,434,915Liabilities 2024: $98,743Net Assets 2024: $1,336,1722024

Highlighted filing

2020

Assets$1,414,091
Liabilities$167,931
Net Assets$1,246,160

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2011: $152,566Expenses 2011: $122,594Net Income 2011: $29,9722011Revenue 2012: $160,238Expenses 2012: $118,070Net Income 2012: $42,1682012Revenue 2013: $157,301Expenses 2013: $120,020Net Income 2013: $37,2812013Revenue 2014: $153,956Expenses 2014: $109,513Net Income 2014: $44,4432014Revenue 2015: $151,974Expenses 2015: $126,749Net Income 2015: $25,2252015Revenue 2016: $147,329Expenses 2016: $118,327Net Income 2016: $29,0022016Revenue 2017: $149,759Expenses 2017: $110,669Net Income 2017: $39,0902017Revenue 2018: $149,941Expenses 2018: $112,500Net Income 2018: $37,4412018Revenue 2019: $150,421Expenses 2019: $122,438Net Income 2019: $27,9832019Revenue 2020: $153,843Expenses 2020: $113,304Net Income 2020: $40,5392020Revenue 2021: $161,468Expenses 2021: $121,210Net Income 2021: $40,2582021Revenue 2022: $160,273Expenses 2022: $146,202Net Income 2022: $14,0712022Revenue 2023: $170,821Expenses 2023: $149,598Net Income 2023: $21,2232023Revenue 2024: $171,513Expenses 2024: $157,053Net Income 2024: $14,4602024

Highlighted filing

2020

Revenue$153,843
Expenses$113,304
Net Income$40,539
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 17, 2021
Return Version
2020v4.0
Gross Receipts
$153,843
Mission and Program Overview

Mission

Providing low income housing to eligible elderly households meeting usda rd and hud eligibility requirements. The property is comprised of 18 low-income units in carlisle, ma.

Providing low income housing to eligible elderly households meeting usda rd and hud eligibility

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,068,317$1,070,550▲ $2,233
Savings and Temporary Cash Investments$253,954$266,378▲ $12,424
Cash and Non-Interest-Bearing Accounts$60,048$69,372▲ $9,324
Total Assets$1,389,906$1,414,091▲ $24,185
Other Assets Total$7,587$7,791▲ $204
Liabilities
Mortgage Notes Payable Secured by Investment Property$176,482$159,555▼ $16,927
Other Liabilities$7,528$7,769▲ $241
Accounts Payable and Accrued Expenses$275$607▲ $332
Total Liabilities$184,285$167,931▼ $16,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,205,621$1,246,160▲ $40,539
Total Net Assets Fund Balance$1,205,621$1,246,160▲ $40,539
Total Liabilities and Net Assets / Fund Balance$1,389,906$1,414,091▲ $24,185

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$965,044-$965,044
Land$75,026-$75,026
Equipment$30,480-$30,480
Compensation and Service Providers

Employees

NameTitleBaseTotal
Carl ClineDirector$13,813$13,813

Board Members and Trustees

NameTitle
Sam PietropaoloPresident
David GuarinoDirector
J Bev YoungDirector
Pamela RolesDirector
Ralph AndersonSecretary
Charles ForsbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,015
Program Service Revenue
$105,045
Investment Income
$1,227
Other Revenue
$556
Change in Net Assets
$40,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,997
Salaries, Compensation, and Employee Benefits$17,307
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$26,357--$26,357
Insurance$14,015$765-$14,780
Fees for Services Management-$14,744-$14,744
Interest$13,841--$13,841
Current Officers, Directors, Trustees, and Key Employees$13,813--$13,813
Other Salaries and Wages$2,252--$2,252
Fees for Services Accounting-$2,000-$2,000
Office Expenses-$1,950-$1,950
Payroll Taxes$1,242--$1,242
Other Expenses$70$384-$70
Total Functional Expenses$93,461$19,843$0$113,304
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$7,769
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization has contracted with hodges development corporation to handle the day to day rental operations. The management company reports to the bod and acts under the authority of the bod.

Form 990, Part VI, Section A, Line 6

The organization's governing documents provide that any resident of the town of carlisle, ma is eligible to become a member of the organization.

Form 990, Part VI, Section A, Line 7A

The member of the organization elect the bod to manage the association.

Form 990, Part VI, Section B, Line 11B

Form 990 is available to the public upon request.

Form 990, Part VI, Section B, Line 12C

REVIEWED AT MEETINGS.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Carlisle Elderly Housing
EIN
04-2695253
Phone
9783695968
Address
145 CHURCH STREET PO BOX 207, CARLISLE, MA 01741-0207

Signing Officer

Name
Sam Pietropaolo
Title
President
Phone
9783695968
Signed
2021-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Pietropaolo
Formed
1979
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
6
Employees
3
Volunteers
6

Preparer

Firm
Leone Mcdonnell & Roberts Pa
Address
5 NELSON STREET, DOVER, NH 03820
Preparer
Evan J Stowell
Phone
6037492700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The association is not a taypaying entity for federal or state income tax purposes; accordingly, a provision for income taxes has not been recorded in the accompanying financial statements; no reserves for uncertain income tax positions were recorded; and the association did not record a cumulative effect adjustment related to the adoption of asc 740-10.

Raw XML Appendix389 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0275
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0607
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING LOW INCOME HOUSING TO ELIGIBLE ELDERLY HOUSEHOLDS MEETING USDA RD AND HUD ELIGIBILITY
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL HOTCHKISS
IRS990/BooksInCareOfDetail/PhoneNum06032249221
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 LOUDON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003301
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt060048
IRS990/CashNonInterestBearingGrp/EOYAmt069372
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013813
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013813
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt047015
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01227
IRS990/CYOtherExpensesAmt095997
IRS990/CYOtherRevenueAmt0556
IRS990/CYProgramServiceRevenueAmt0105045
IRS990/CYRevenuesLessExpensesAmt040539
IRS990/CYSalariesCompEmpBnftPaidAmt017307
IRS990/CYTotalExpensesAmt0113304
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0153843
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDING LOW INCOME HOUSING TO ELIGIBLE ELDERLY HOUSEHOLDS MEETING USDA RD AND HUD ELIGIBILITY REQUIREMENTS. THE PROPERTY IS COMPRISED OF 18 LOW-INCOME UNITS IN CARLISLE, MA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt093461
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesAccountingGrp/TotalAmt02000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt014744
IRS990/FeesForServicesManagementGrp/TotalAmt014744
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0PAMELA ROLES
IRS990/Form990PartVIISectionAGrp/PersonNm1CARL CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID GUARINO
IRS990/Form990PartVIISectionAGrp/PersonNm3J BEV YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm4RALPH ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SAM PIETROPAOLO
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES FORSBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt113813
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt047015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0153843
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0765
IRS990/InsuranceGrp/ProgramServicesAmt014015
IRS990/InsuranceGrp/TotalAmt014780
IRS990/InterestGrp/ProgramServicesAmt013841
IRS990/InterestGrp/TotalAmt013841
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01227
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01227
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01068317
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01070550
IRS990/LandBldgEquipCostOrOtherBssAmt01070550
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING LOW INCOME HOUSING TO ELIGIBLE ELDERLY HOUSEHOLDS MEETING USDA RD AND HUD ELIGIBILITY REQUIREMENTS. THE PROPERTY IS COMPRISED OF 18 LOW-INCOME UNITS IN CARLISLE, MA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0176482
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0159555
IRS990/NetAssetsOrFundBalancesBOYAmt01205621
IRS990/NetAssetsOrFundBalancesEOYAmt01246160
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01205621
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01246160
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt026357
IRS990/OccupancyGrp/TotalAmt026357
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01950
IRS990/OfficeExpensesGrp/TotalAmt01950
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07587
IRS990/OtherAssetsTotalGrp/EOYAmt07791
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS ADMIN EXP
IRS990/OtherExpensesGrp/Desc2OTHER TAXES, FEES AND P
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0384
IRS990/OtherExpensesGrp/ProgramServicesAmt021871
IRS990/OtherExpensesGrp/ProgramServicesAmt170
IRS990/OtherExpensesGrp/TotalAmt021871
IRS990/OtherExpensesGrp/TotalAmt1384
IRS990/OtherExpensesGrp/TotalAmt270
IRS990/OtherLiabilitiesGrp/BOYAmt07528
IRS990/OtherLiabilitiesGrp/EOYAmt07769
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0556
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0556
IRS990/OtherRevenueTotalAmt0556
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02252
IRS990/OtherSalariesAndWagesGrp/TotalAmt02252
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01242
IRS990/PayrollTaxesGrp/TotalAmt01242
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SAM PIETROPAOLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0105045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0105045
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt045314
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01659
IRS990/PYOtherExpensesAmt0105512
IRS990/PYOtherRevenueAmt0364
IRS990/PYProgramServiceRevenueAmt0103084
IRS990/PYRevenuesLessExpensesAmt027983
IRS990/PYSalariesCompEmpBnftPaidAmt016926
IRS990/PYTotalExpensesAmt0122438
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0150421
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt040539
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0106828
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0253954
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0266378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0225069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01638
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01609
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07745
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0556
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0364
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0396
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01106
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0423
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02845
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95510
IRS990ScheduleA/PublicSupportPY170Pct00.94930
IRS990ScheduleA/PublicSupportTotal170Amt0225069
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0225069
IRS990ScheduleA/TotalSupportAmt0235659
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0965044
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0965044
IRS990ScheduleD/EquipmentGrp/BookValueAmt030480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt075026
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt075026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS NOT A TAYPAYING ENTITY FOR FEDERAL OR STATE INCOME TAX PURPOSES; ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS; NO RESERVES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED; AND THE ASSOCIATION DID NOT RECORD A CUMULATIVE EFFECT ADJUSTMENT RELATED TO THE ADOPTION OF ASC 740-10.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01070550
IRS990ScheduleD/TotalLiabilityAmt07769
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED WITH HODGES DEVELOPMENT CORPORATION TO HANDLE THE DAY TO DAY RENTAL OPERATIONS. THE MANAGEMENT COMPANY REPORTS TO THE BOD AND ACTS UNDER THE AUTHORITY OF THE BOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS PROVIDE THAT ANY RESIDENT OF THE TOWN OF CARLISLE, MA IS ELIGIBLE TO BECOME A MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER OF THE ORGANIZATION ELECT THE BOD TO MANAGE THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED AT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01389906
IRS990/TotalAssetsEOYAmt01414091
IRS990/TotalAssetsGrp/BOYAmt01389906
IRS990/TotalAssetsGrp/EOYAmt01414091
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047015
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019843
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093461
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113304
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0184285
IRS990/TotalLiabilitiesEOYAmt0167931
IRS990/TotalLiabilitiesGrp/BOYAmt0184285
IRS990/TotalLiabilitiesGrp/EOYAmt0167931
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01205621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01246160
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt093461
IRS990/TotalProgramServiceRevenueAmt0105045
IRS990/TotalReportableCompFromOrgAmt013813
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106828
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153843
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01389906
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01414091
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0145 CHURCH STREET PO BOX 207
IRS990/USAddress/CityNm0CARLISLE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0017410207
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CARLISLE.ORG/CEHA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM PIETROPAOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09783695968
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLISLE ELDERLY HOUSING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0042695253
ReturnHeader/Filer/PhoneNum09783695968
ReturnHeader/Filer/USAddress/AddressLine1Txt0145 CHURCH STREET PO BOX 207
ReturnHeader/Filer/USAddress/CityNm0CARLISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017410207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020417217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEONE MCDONNELL & ROBERTS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 NELSON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003820
ReturnHeader/PreparerPersonGrp/PhoneNum06037492700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVAN J STOWELL
ReturnHeader/ReturnTs02021-05-13T08:56:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIETROPAOLO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.10$1.34$0.17$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.12$1.32$0.17$0.15$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.13$1.30$0.16$0.15$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.15$1.29$0.16$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.25$0.15$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.18$1.21$0.15$0.12$0.03
2018Summary only. Only limited summary data is available for this year.$1.38$0.20$1.18$0.15$0.11$0.04
2017Summary only. Only limited summary data is available for this year.$1.36$0.22$1.14$0.15$0.11$0.04
2016Summary only. Only limited summary data is available for this year.$1.33$0.23$1.10$0.15$0.12$0.03
2015Summary only. Only limited summary data is available for this year.$1.32$0.25$1.07$0.15$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$1.31$0.27$1.05$0.15$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.28$0.28$1.00$0.16$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.26$0.30$0.97$0.16$0.12$0.04
2011Summary only. Only limited summary data is available for this year.$1.24$0.31$0.92$0.15$0.12$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits