Civic Intelligence

Carlisle Education Foundation Inc

EIN 22-3051941 • 501(c)3 • Carlisle, MA

Profile

To raise money to augment and enrich the public school system in the town of carlisle, massachusetts.

PO Box 734Carlisle, MA 01741

www.carlislecef.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

94th percentile

147%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$122,062

Up $18,048 (+17%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$122,062

Up $32,427 (+36%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$34,936

Up $32,623 (+1410%) from 2022

Expenses

Down

$6,173

Down $31,453 (-84%) from 2022

Net Income

Up

$28,763

Up $64,076 (+181%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $291,171Liabilities 2010: $02010Assets 2011: $376,702Liabilities 2011: $0Net Assets 2011: $376,7022011Assets 2012: $443,502Liabilities 2012: $0Net Assets 2012: $443,5022012Assets 2013: $426,739Liabilities 2013: $0Net Assets 2013: $426,7392013Assets 2014: $485,473Liabilities 2014: $0Net Assets 2014: $485,4732014Assets 2015: $419,598Liabilities 2015: $1,500Net Assets 2015: $418,0982015Assets 2016: $432,360Liabilities 2016: $28,8902016Assets 2017: $415,511Liabilities 2017: $25,532Net Assets 2017: $389,9792017Assets 2018: $506,318Liabilities 2018: $25,716Net Assets 2018: $480,6022018Assets 2019: $609,351Liabilities 2019: $10,672Net Assets 2019: $598,6792019Assets 2020: $595,128Liabilities 2020: $10,672Net Assets 2020: $584,4562020Assets 2021: $136,347Liabilities 2021: $11,400Net Assets 2021: $124,9472021Assets 2022: $104,014Liabilities 2022: $14,379Net Assets 2022: $89,6352022Assets 2025: $122,062Net Assets 2025: $122,0622025

Highlighted filing

2025

Assets$122,062
Liabilities-
Net Assets$122,062
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$500K$0-$500KRevenue 2010: $99,918Expenses 2010: $31,254Net Income 2010: $68,6642010Revenue 2011: $104,127Expenses 2011: $18,596Net Income 2011: $85,5312011Revenue 2012: $141,596Expenses 2012: $74,796Net Income 2012: $66,8002012Revenue 2013: $5,715Expenses 2013: $14,478Net Income 2013: -$8,7632013Revenue 2014: $108,727Expenses 2014: $49,993Net Income 2014: $58,7342014Revenue 2015: $45,776Expenses 2015: $111,525Net Income 2015: -$65,7492015Revenue 2016: $71,102Expenses 2016: $85,732Net Income 2016: -$14,6302016Revenue 2017: $28,847Expenses 2017: $42,338Net Income 2017: -$13,4912017Revenue 2018: $118,761Expenses 2018: $32,057Net Income 2018: $86,7042018Revenue 2019: $158,526Expenses 2019: $40,448Net Income 2019: $118,0782019Revenue 2020: $24,722Expenses 2020: $38,945Net Income 2020: -$14,2232020Revenue 2021: $2,763Expenses 2021: $462,272Net Income 2021: -$459,5092021Revenue 2022: $2,313Expenses 2022: $37,626Net Income 2022: -$35,3132022Revenue 2025: $34,936Expenses 2025: $6,173Net Income 2025: $28,7632025

Highlighted filing

2025

Revenue$34,936
Expenses$6,173
Net Income$28,763
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,062
Liabilities
-
Net assets
$122,062
Revenue
$34,936
Expenses
$6,173
Net income
$28,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.35$0.06$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.14$0.90$0.02$0.38$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.11$1.25$0.03$4.62$4.60
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.11$5.84$0.25$0.39$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.09$0.11$5.99$1.59$0.40$1.18
2018Detailed filing. Detailed filing data is available for this year.$5.06$0.26$4.81$1.19$0.32$0.87
2017Detailed filing. Detailed filing data is available for this year.$4.16$0.26$3.90$0.29$0.42$0.13
2016Summary only. Only limited summary data is available for this year.$4.32$0.29$0.71$0.86$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.02$4.18$0.46$1.12$0.66
2014Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$1.09$0.50$0.59
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.06$0.14$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.00$4.44$1.42$0.75$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$1.04$0.19$0.86
2010Summary only. Only limited summary data is available for this year.$2.91$0.00$1.00$0.31$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 14, 2025
Return Version
2024v5.0
Gross Receipts
$34,936
Mission and Program Overview

Mission

To raise money to augment and enrich the public school system in the town of carlisle massachusetts.

The carlisle education foundation is a non-profit volunteer organization that advances innovation in the classroom, promotes excellence in teaching and enables superior learning opportunities for students and educators in the carlisle public school community.

Program Services

DescriptionGrantsExpenses
PROVIDED DONATIONS AND GRANT FUNDING TOTAL OF 3,378 TO RAZIA'S RAY OF HOPE AND THE CARLISLE PUBLIC SCHOOLS.$3,378$3,378
FRESHENED AND UPDATED CARLISLE EDUCATION FOUNDATION WEBSITE.--
CONCEPTUALIZED THE FUNDING OF A MAKERSPACE AT CARLISLE PUBLIC SCHOOLS WHICH WILL INCLUDE CAPITAL PURCHASES AND STAFFING WAGES.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE PROCTORSecretary-$0--
KRISTEN AMANTICo-President-$0--
SARAH EGERHEIBoard Member-$0--
CELIA KNIGHTCo-President-$0--
LAURA WOLF PORTBoard Member-$0--
RYAN LESTERTreasurer-$0--
HIROKO NAITO WEINERBoard Member-$0--
KAREN LENNONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Carlisle Education Foundation Inc
EIN
22-3051941
Phone
3194710339
Address
PO BOX 734, CARLISLE, MA 01741

Signing Officer

Name
Ryan Lester
Title
Treasurer
Phone
9782466793
Signed
2025-08-14

Preparer

Firm
Scheid Deignan Brown Pc
Address
101 COMMONWEALTH AVE, CONCORD, MA 01742-2903
Preparer
David Deignan CPA
Phone
9783189600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 986 bank fees 306 filing fees 35 website development 218 total 1,545”

Form 990-ez, Part III

“The carlisle education foundation is a non-profit volunteer organization that advances innovation in the classroom, promotes excellence in teaching and enables superior learning opportunities for students and educators in the carlisle public school community.”

Raw XML Appendix141 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/BooksInCareOfDetail/PhoneNum03194710339
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0161 ACTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLISLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034432
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH EGERHEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CELIA KNIGHT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN LESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HIROKO NAITO WEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAREN LENNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01545
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CARLISLE EDUCATION FOUNDATION IS A NON-PROFIT VOLUNTEER ORGANIZATION THAT ADVANCES INNOVATION IN THE CLASSROOM, PROMOTES EXCELLENCE IN TEACHING AND ENABLES SUPERIOR LEARNING OPPORTUNITIES FOR STUDENTS AND EDUCATORS IN THE CARLISLE PUBLIC SCHOOL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED DONATIONS AND GRANT FUNDING TOTAL OF 3,378 TO RAZIA'S RAY OF HOPE AND THE CARLISLE PUBLIC SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FRESHENED AND UPDATED CARLISLE EDUCATION FOUNDATION WEBSITE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONCEPTUALIZED THE FUNDING OF A MAKERSPACE AT CARLISLE PUBLIC SCHOOLS WHICH WILL INCLUDE CAPITAL PURCHASES AND STAFFING WAGES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03378
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06173
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.CARLISLECEF.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038984
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt038984
IRS990ScheduleA/TotalSupportAmt039499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 986 BANK FEES 306 FILING FEES 35 WEBSITE DEVELOPMENT 218 TOTAL 1,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CARLISLE EDUCATION FOUNDATION IS A NON-PROFIT VOLUNTEER ORGANIZATION THAT ADVANCES INNOVATION IN THE CLASSROOM, PROMOTES EXCELLENCE IN TEACHING AND ENABLES SUPERIOR LEARNING OPPORTUNITIES FOR STUDENTS AND EDUCATORS IN THE CARLISLE PUBLIC SCHOOL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
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ReturnHeader/Filer/EIN0223051941
ReturnHeader/Filer/PhoneNum03194710339
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
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ReturnHeader/ReturnTs02025-08-25T12:32:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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