Civic Intelligence

The Charlotte Home

EIN 04-6107990 • North Andover, MA

PO Box 111North Andover, MA 01845
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-190%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-7.9%

Faster revenue growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,166,990 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,166,990 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$31,637

Down $2,722 (-7.9%) from 2023

Expenses

Up

$91,858

Up $7,169 (+8.5%) from 2023

Net Income

Down

-$60,221

Down $9,891 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,074,287Liabilities 2011: $02011Assets 2012: $1,116,162Liabilities 2012: $02012Assets 2013: $1,122,935Liabilities 2013: $02013Assets 2014: $1,115,282Liabilities 2014: $2,9982014Assets 2015: $1,180,719Liabilities 2015: $02015Assets 2016: $1,131,717Liabilities 2016: $0Net Assets 2016: $1,131,7172016Assets 2017: $1,140,206Liabilities 2017: $0Net Assets 2017: $1,140,2062017Assets 2018: $1,151,923Liabilities 2018: $0Net Assets 2018: $1,151,9232018Assets 2019: $1,149,264Liabilities 2019: $0Net Assets 2019: $1,149,2642019Assets 2020: $1,176,234Liabilities 2020: $0Net Assets 2020: $1,176,2342020Assets 2021: $1,242,811Liabilities 2021: $0Net Assets 2021: $1,242,8112021Assets 2022: $1,217,067Liabilities 2022: $0Net Assets 2022: $1,217,0672022Assets 2023: $1,166,990Liabilities 2023: $0Net Assets 2023: $1,166,9902023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200K$100K$0-$100KRevenue 2011: $67,600Expenses 2011: $51,319Net Income 2011: $16,2812011Revenue 2012: $98,682Expenses 2012: $57,128Net Income 2012: $41,5542012Revenue 2013: $76,710Expenses 2013: $69,937Net Income 2013: $6,7732013Revenue 2014: $63,272Expenses 2014: $74,151Net Income 2014: -$10,8792014Revenue 2015: $141,353Expenses 2015: $72,918Net Income 2015: $68,4352015Revenue 2016: $33,277Expenses 2016: $82,279Net Income 2016: -$49,0022016Revenue 2017: $78,551Expenses 2017: $70,062Net Income 2017: $8,4892017Revenue 2018: $93,541Expenses 2018: $81,824Net Income 2018: $11,7172018Revenue 2019: $80,541Expenses 2019: $83,200Net Income 2019: -$2,6592019Revenue 2020: $113,625Expenses 2020: $86,655Net Income 2020: $26,9702020Revenue 2021: $148,065Expenses 2021: $81,488Net Income 2021: $66,5772021Revenue 2022: $57,887Expenses 2022: $83,631Net Income 2022: -$25,7442022Revenue 2023: $34,359Expenses 2023: $84,689Net Income 2023: -$50,3302023Revenue 2024: $31,637Expenses 2024: $91,858Net Income 2024: -$60,2212024

Highlighted filing

2024

Revenue$31,637
Expenses$91,858
Net Income-$60,221
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$31,637
Expenses
$91,858
Net income
-$60,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.03$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$0.14$0.07$0.07
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.06$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$0.08$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.10$0.06$0.04
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.07$0.05$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA L MINERPresident-$0--
MARY B MINERTreasurer-$0--
LYNDA B ROGERSClerk-$0--
SANDRA D CANNELLATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Charlotte Home
EIN
04-6107990
In Care Of
% JOSHUA L MINER
Phone
9786887211
Address
PO BOX 111, North Andover, MA 01845

Signing Officer

Name
Joshua L Miner
Title
President
Phone
9786887211
Signed
2025-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Merrimack Valley Accounting Inc
Address
105 Beverly Street, North Andover, MA 01845
Preparer
Christopher a Lee
Phone
9782014600
Raw XML AppendixShowing 400 of 539 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE CHARLOTTE HOME DISTRIBUTED ITS REMAINING CASH AND SECURITIES PRIOR TO DECEMBER 31, 2024 TO THE NATHANIEL AND ELIZABETH P STEVENS FOUNDATION, A 501(C)(3) EXEMPT PRIVATE FOUNDATION, EMPLOYER IDENTIFICATION NUMBER 04-2236996
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