Civic Intelligence

Carlisle Education Foundation Inc

990EZ • Fiscal year 2011 • EIN 22-3051941

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

PO Box 73401741-0734
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

56th percentile

4.2%

Faster revenue growth than 56% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Up

$376,702

Up $85,531 (+29%) from 2010

Net Assets

$376,702

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2010

Revenue

Up

$104,127

Up $4,209 (+4.2%) from 2010

Expenses

Down

$18,596

Down $12,658 (-41%) from 2010

Net Income

Up

$85,531

Up $16,867 (+25%) from 2010

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$376,702
Liabilities$0
Net Assets$376,702

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$104,127
Expenses$18,596
Net Income$85,531
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
22-3051941
Raw XML Appendix263 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MARGARET GLADSTONE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MELISSA MCMORROW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MICHELLE SMALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3HEIDI HARRING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4MARY-LYNN BOHN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5HEIDI KIDDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JAY REICHHELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7PETER KARL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8SHELLI KENDIG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9CHRISTINE LEAR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10KATHLEEN ELLISON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY AND CLERK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
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IRS990EZ/OtherAssetsTotal/BOY02500
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal02047
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO RAISE MONEY TO AUGMENT AND ENRICH THE PUBLIC SCHOOL SYSTEM IN THE TOWN OF CARLISLE, MASSACHUSETTS.
IRS990EZ/PrintingPublicationsPostage02829
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0RAISED FUNDS FOR THE CARLISLE PUBLIC SCHOOLS. APPROXIMATELY 650 STUDENTS AND THEIR TEACHERS BENEFIT.
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IRS990ScheduleG/EventsInformation/NameOfEvent10AUCTION AND GALA
IRS990ScheduleG/EventsInformation/NetIncomeSummary00
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent107042
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IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1010978
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents010978
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 585..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: GRANTS TO CARLISLE SCHOOL SYSTEM. GRANTEE NAME: CARLISLE PUBLIC SCHOOLS. AMOUNT GIVEN: 13,720.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: BANK CHARGES . AMOUNT: 108. DESCRIPTION: MEETING EXPENSES. AMOUNT: 150. DESCRIPTION: INSURANCE . AMOUNT: 535. DESCRIPTION: LICENSES AND PERMITS . AMOUNT: 25. DESCRIPTION: ADVERTISING AND PROMOTION . AMOUNT: 268. DESCRIPTION: COMPUTER SUPPLIES . AMOUNT: 294. DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: 667. TOTAL TO FORM 990-EZ, LINE 16: 2,047.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: DEPOSIT. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0223051941
ReturnHeader/Filer/Name/BusinessNameLine10CARLISLE EDUCATION FOUNDATION INC
ReturnHeader/Filer/NameControl0CARL
ReturnHeader/Filer/Phone09782466793
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 734
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ReturnHeader/Filer/USAddress/ZIPCode0017410734
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0MARGARET GLADSTONE
ReturnHeader/Officer/Phone09782466793
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/EIN0042969468
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001742
ReturnHeader/Preparer/Name0GEORGE L TISDALE
ReturnHeader/Preparer/Phone09783695585
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T13:42:12-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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