Civic Intelligence

Susan Alterisio Cardelle Charities Fund Inc

990EZ • Fiscal year 2019 • EIN 04-3289549

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 29, 2020

Organization ProfileN/A
2 Pleasant StreetBurlington, MA 01803

(781) 272-3131

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

135%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$62,339

Down $4,332 (-6.5%) from 2018

Net Assets

Down

$62,339

Down $4,332 (-6.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Up

$31,645

Up $18,168 (+135%) from 2018

Expenses

Down

$35,977

Down $314 (-0.9%) from 2018

Net Income

Up

-$4,332

Up $18,482 (+81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $153,284Net Assets 2010: $153,2842010Assets 2011: $130,744Net Assets 2011: $130,7442011Assets 2012: $128,480Liabilities 2012: $02012Assets 2013: $110,262Liabilities 2013: $0Net Assets 2013: $110,2622013Assets 2014: $89,131Liabilities 2014: $0Net Assets 2014: $89,1312014Assets 2015: $90,176Liabilities 2015: $0Net Assets 2015: $90,1762015Assets 2016: $86,088Liabilities 2016: $0Net Assets 2016: $86,0882016Assets 2017: $89,485Liabilities 2017: $0Net Assets 2017: $89,4852017Assets 2018: $66,671Liabilities 2018: $0Net Assets 2018: $66,6712018Assets 2019: $62,339Liabilities 2019: $0Net Assets 2019: $62,3392019Assets 2020: $58,640Liabilities 2020: $0Net Assets 2020: $58,6402020Assets 2021: $52,995Liabilities 2021: $0Net Assets 2021: $52,9952021Assets 2022: $47,864Liabilities 2022: $0Net Assets 2022: $47,8642022Assets 2023: $43,927Liabilities 2023: $0Net Assets 2023: $43,9272023Assets 2024: $42,987Net Assets 2024: $42,9872024Assets 2025: $28,389Net Assets 2025: $28,3892025

Highlighted filing

2019

Assets$62,339
Liabilities$0
Net Assets$62,339
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $29,978Expenses 2010: $39,039Net Income 2010: -$9,0612010Revenue 2011: $9,342Expenses 2011: $31,886Net Income 2011: -$22,5442011Revenue 2012: $49,846Expenses 2012: $52,006Net Income 2012: -$2,1602012Revenue 2013: $9,770Expenses 2013: $27,989Net Income 2013: -$18,2192013Revenue 2014: $1,523Expenses 2014: $22,653Net Income 2014: -$21,1302014Revenue 2015: $20,320Expenses 2015: $19,275Net Income 2015: $1,0452015Revenue 2016: $12,929Expenses 2016: $17,017Net Income 2016: -$4,0882016Revenue 2017: $32,180Expenses 2017: $28,783Net Income 2017: $3,3972017Revenue 2018: $13,477Expenses 2018: $36,291Net Income 2018: -$22,8142018Revenue 2019: $31,645Expenses 2019: $35,977Net Income 2019: -$4,3322019Revenue 2020: $39,065Expenses 2020: $42,764Net Income 2020: -$3,6992020Revenue 2021: $11,100Expenses 2021: $16,745Net Income 2021: -$5,6452021Revenue 2022: $10,000Expenses 2022: $15,131Net Income 2022: -$5,1312022Revenue 2023: $11,250Expenses 2023: $15,185Net Income 2023: -$3,9352023Revenue 2024: $10,365Expenses 2024: $11,306Net Income 2024: -$9412024Revenue 2025: $500Expenses 2025: $15,098Net Income 2025: -$14,5982025

Highlighted filing

2019

Revenue$31,645
Expenses$35,977
Net Income-$4,332
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 29, 2020
Return Version
2019v5.0
Gross Receipts
$31,645
Mission and Program Overview

Mission

The organization provides scholarships for high school students to attend college. To give monies to charities that work with kids.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS TO ATTEND COLLEGE. TO GIVE MONIES TO CHARITIES THAT WORK WITH KIDS.-$35,192
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ALTERISIOPresident-$0--
PATRICIA ALTERISOSecretary-$0--
JOHN ALTERISIOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Susan Alterisio Cardelle
EIN
04-3289549
Phone
7812723131
Address
2 PLEASANT STREET, BURLINGTON, MA 01803

Signing Officer

Name
John Alterisio
Title
President
Phone
7812723131
Signed
2020-01-29

Preparer

Firm
Sj Dennen CPA Pc
Address
510 TURNPIKE STREET SUITE 203, NORTH ANDOVER, MA 01845-5822
Preparer
Steven J Dennen
Phone
9786882581
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarship/education 33,192 donations 2,000 total 35,192”

Form 990-ez, Part III

“The organization provides scholarships for high school students to attend college. To give monies to charities that work with kids.”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN ALTERISIO
IRS990EZ/BooksInCareOfDetail/PhoneNum07812723131
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 PLEASANT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066671
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062339
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031625
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4332
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0785
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066671
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062339
IRS990EZ/GrossReceiptsAmt031645
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066671
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066671
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062339
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ALTERISIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA ALTERISO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ALTERISIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS TO ATTEND COLLEGE. TO GIVE MONIES TO CHARITIES THAT WORK WITH KIDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS TO ATTEND COLLEGE. TO GIVE MONIES TO CHARITIES THAT WORK WITH KIDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035192
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035977
IRS990EZ/TotalProgramServiceExpensesAmt035192
IRS990EZ/TotalRevenueAmt031645
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0148
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0110551
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020320
IRS990ScheduleA/Total509Grp/TotalAmt0110551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020320
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIP/EDUCATION 33,192 DONATIONS 2,000 TOTAL 35,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS TO ATTEND COLLEGE. TO GIVE MONIES TO CHARITIES THAT WORK WITH KIDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ALTERISIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07812723131
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN ALTERISIO CARDELLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITIES FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0043289549
ReturnHeader/Filer/PhoneNum07812723131
ReturnHeader/Filer/USAddress/AddressLine1Txt02 PLEASANT STREET
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001803
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07B8D34EB536F76E6362EEB36F495CE6860A7D468
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CD6EBCB03C6224A7EDF0D6D2E184FD293134FFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:19:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273730365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SJ DENNEN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 TURNPIKE STREET SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018455822
ReturnHeader/PreparerPersonGrp/PhoneNum09786882581
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J DENNEN
ReturnHeader/ReturnTs02020-02-03T09:19:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,339
Liabilities
$0
Net assets
$62,339
Revenue
$31,645
Expenses
$35,977
Net income
-$4,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.01$0.15$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.11$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.39$0.43$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.32$0.36$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.13$0.36$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.32$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.23$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.10$0.28$0.18
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$0.50$0.52$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$1.31$0.09$0.32$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$1.53$0.30$0.39$0.09