Civic Intelligence

The Charlotte Foundation Inc

EIN 04-3493343 • Boston, MA

100 High Street 27th FloorBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,990,682

Up $969,723 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,990,682

Up $969,723 (+14%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin66th percentile

Revenue

Down

$839,560

Down $125,608 (-13%) from 2023

Expenses

Up

$707,738

Up $79,583 (+13%) from 2023

Net Income

Down

$131,822

Down $205,191 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $1,988,292Liabilities 2011: $02011Assets 2012: $2,133,767Liabilities 2012: $02012Assets 2013: $2,011,877Liabilities 2013: $02013Assets 2014: $3,146,823Liabilities 2014: $02014Assets 2015: $3,673,141Liabilities 2015: $02015Assets 2019: $5,016,888Liabilities 2019: $0Net Assets 2019: $5,016,8882019Assets 2020: $6,205,380Liabilities 2020: $0Net Assets 2020: $6,205,3802020Assets 2021: $8,427,730Liabilities 2021: $0Net Assets 2021: $8,427,7302021Assets 2022: $6,166,412Liabilities 2022: $0Net Assets 2022: $6,166,4122022Assets 2023: $7,020,959Liabilities 2023: $0Net Assets 2023: $7,020,9592023Assets 2024: $7,990,682Liabilities 2024: $0Net Assets 2024: $7,990,6822024

Highlighted filing

2024

Assets$7,990,682
Liabilities$0
Net Assets$7,990,682
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $52,098Expenses 2011: $223,679Net Income 2011: -$171,5812011Revenue 2012: $319,932Expenses 2012: $174,457Net Income 2012: $145,4752012Revenue 2013: $96,303Expenses 2013: $218,438Net Income 2013: -$122,1352013Revenue 2014: $1,356,095Expenses 2014: $205,182Net Income 2014: $1,150,9132014Revenue 2015: $670,756Expenses 2015: $144,438Net Income 2015: $526,3182015Revenue 2019: $213,807Expenses 2019: $172,903Net Income 2019: $40,9042019Revenue 2020: $524,130Expenses 2020: $307,644Net Income 2020: $216,4862020Revenue 2021: $2,599,535Expenses 2021: $465,923Net Income 2021: $2,133,6122021Revenue 2022: $632,953Expenses 2022: $744,959Net Income 2022: -$112,0062022Revenue 2023: $965,168Expenses 2023: $628,155Net Income 2023: $337,0132023Revenue 2024: $839,560Expenses 2024: $707,738Net Income 2024: $131,8222024

Highlighted filing

2024

Revenue$839,560
Expenses$707,738
Net Income$131,822
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,990,682
Liabilities
$0
Net assets
$7,990,682
Revenue
$839,560
Expenses
$707,738
Net income
$131,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.84$0.71$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.97$0.63$0.34
2022Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.63$0.74$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$2.60$0.47$2.13
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.52$0.31$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.21$0.17$0.04
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.67$0.14$0.53
2014Summary only. Only limited summary data is available for this year.$3.15$0.00$1.36$0.21$1.15
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$0.10$0.22$0.12
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.32$0.17$0.15
2011Summary only. Only limited summary data is available for this year.$1.99$0.00$0.05$0.22$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter ThorneDirector-$0--
Katherine GrossDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Charlotte Foundation Inc
EIN
04-3493343
Phone
6178681910
Address
100 High Street 27th Floor, Boston, MA 02110

Signing Officer

Name
Peter Thorne
Title
Director
Phone
6178681910
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Melissa Magoon CPA
Phone
2077752387
Raw XML AppendixShowing 400 of 676 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Katherine Gross
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Adventure Cycling Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Alzheimer's Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Appalachian Trail Conservatory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Arts Emerson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4League of American Cyclists
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Bikes not Bombs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Block Island Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Block Island Health Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Block Island Residents Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Boston Area Gleaners
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Boston Arts Academy Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Bridges Homeward
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Colab High School Stem Career Collaboration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Daily Table
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Dwight Hall at Yale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15EdVestors Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16GLBTQ Legal Advocates & Defenders Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Harvard University Office of Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Institute for Policy Studies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Mass Poetry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Metro West Collaborative Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21PEF Israel Endowment Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Philantrophy Massachusetts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Prison Book Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Shades Alumni Family Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Skidmore College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26Social Innovation Forum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Special Olympics MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Swim Across America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29The Avenue Concept
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30Trinity Boston Connects
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31United for a Fair Economy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Yale Alumni Magazine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34Yale Club of Boston
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 8308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1309 Waverly Oaks Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3559 Washington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41612 K Street NW Suite 1102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt518 Bartlett Square

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