Civic Intelligence

Carlisle Education Foundation Inc

990 • Fiscal year 2019 • EIN 22-3051941

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

PO Box 734Carlisle, MA 01741-0734

(978) 246-6793

Siviq Scores

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

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.07x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$609,351

Up $103,033 (+20%) from 2018

Net Assets

Up

$598,679

Up $118,077 (+25%) from 2018

Liabilities

Down

$10,672

Down $15,044 (-59%) from 2018

Revenue

Up

$158,526

Up $39,765 (+33%) from 2018

Expenses

Up

$40,448

Up $8,391 (+26%) from 2018

Net Income

Up

$118,078

Up $31,374 (+36%) from 2018

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

2019

Assets$609,351
Liabilities$10,672
Net Assets$598,679

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

2019

Revenue$158,526
Expenses$40,448
Net Income$118,078
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$160,071
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$123,858$218,525▲ $94,667
Investments in Publicly Traded Securities$190,227$198,516▲ $8,289
Savings and Temporary Cash Investments$192,233$192,310▲ $77
Total Assets$506,318$609,351▲ $103,033
Liabilities
Grants Payable$24,016$8,972▼ $15,044
Accounts Payable and Accrued Expenses$1,700$1,700→ $0
Total Liabilities$25,716$10,672▼ $15,044
Net Assets / Fund Balance
Unrestricted Net Assets$435,086$553,163▲ $118,077
Permanently Rstr Net Assets$45,516$45,516→ $0
Total Net Assets Fund Balance$480,602$598,679▲ $118,077
Total Liabilities and Net Assets / Fund Balance$506,318$609,351▲ $103,033
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sara WilsonCo-president
Susan ShawCo-president
Alyson BeckerDirector
Amanda ScottDirector
Deborah KablotskyDirector
Emily SprongDirector
Lee StevensDirector
Rachel ReynoldsDirector
Samantha RottenbergDirector
Scott DavidsonDirector
Theresa LoberSecretary
Heidi KidderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150,161
Program Service Revenue
$0
Investment Income
$8,365
Other Revenue
$0
All Other Contributions
$126,706
Change in Net Assets
$118,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,986
Other Expenses$6,462
Total Fundraising Expense$3,215
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,986--$33,986
Advertising--$2,805$2,805
Fees for Services Accounting-$1,900-$1,900
Office Expenses-$522$410$932
Insurance-$675-$675
Other Expenses-$150-$150
Total Functional Expenses$33,986$3,247$3,215$40,448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carlisle Public SchoolsCarlisle, MA-Capital Grant to Support New Performing Arts Studio.$25,000
Carlisle Public SchoolsCarlisle, MA-Innovation Grant for Promoting Positivity in School Using Motivational Signage and Artist in Residence.$4,700
Carlisle Public SchoolsCarlisle, MA-Innovation Grant to Purchase Rocket Notebooks for 8th Graders.$1,686
Carlisle Public SchoolsCarlisle, MA-Innovation Grant to Support Sensory Pathways.$1,299
Carlisle Public SchoolsCarlisle, MA-Professional Development Grant to Attend Public Policy Conference on Building Capacity for Safe and Successful Schools.$1,287
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,545
Fundraising Gross Income$1,545
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Performing Arts Party and Auction$25,000$1,545$573$972
Total Events$25,000$1,545$1,545$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of directors is provided with a copy of the form 990 prior to being signed by a responsible officer. Comments are solicited and questions, if any, answered prior to signing and submitting the completed filing.

Form 990, Part VI, Section C, Line 19

A copy of the form 990 is filed with the massachusetts attorney general and is available for public inspection. The foundation also makes a copy of the form available upon request to interested parties. Governing documents are on file with the massachusetts secretary of the commonwealth and are available to interested parties on the commonwealth's web site.

Filing and Contact Details

Filer

Filer Name
Carlisle Education Foundation Inc
EIN
22-3051941
Phone
9782466793
Address
PO BOX 734, CARLISLE, MA 01741-0734

Signing Officer

Name
Heidi Kidder
Title
Treasurer
Phone
9782466793
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyson Becker
Formed
1990
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Tisdale CPA
Address
71 JUNCTION SQUARE, CONCORD, MA 01742
Preparer
George L Tisdale
Phone
9783695585
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -1.

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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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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
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IRS990ScheduleI/RecipientTable/CashGrantAmt21686
IRS990ScheduleI/RecipientTable/CashGrantAmt31299
IRS990ScheduleI/RecipientTable/CashGrantAmt41287
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL GRANT TO SUPPORT NEW PERFORMING ARTS STUDIO.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1INNOVATION GRANT FOR PROMOTING POSITIVITY IN SCHOOL USING MOTIVATIONAL SIGNAGE AND ARTIST IN RESIDENCE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2INNOVATION GRANT TO PURCHASE ROCKET NOTEBOOKS FOR 8TH GRADERS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3INNOVATION GRANT TO SUPPORT SENSORY PATHWAYS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROFESSIONAL DEVELOPMENT GRANT TO ATTEND PUBLIC POLICY CONFERENCE ON BUILDING CAPACITY FOR SAFE AND SUCCESSFUL SCHOOLS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARLISLE PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CARLISLE PUBLIC SCHOOLS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CARLISLE PUBLIC SCHOOLS
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO BEING SIGNED BY A RESPONSIBLE OFFICER. COMMENTS ARE SOLICITED AND QUESTIONS, IF ANY, ANSWERED PRIOR TO SIGNING AND SUBMITTING THE COMPLETED FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL AND IS AVAILABLE FOR PUBLIC INSPECTION. THE FOUNDATION ALSO MAKES A COPY OF THE FORM AVAILABLE UPON REQUEST TO INTERESTED PARTIES. GOVERNING DOCUMENTS ARE ON FILE WITH THE MASSACHUSETTS SECRETARY OF THE COMMONWEALTH AND ARE AVAILABLE TO INTERESTED PARTIES ON THE COMMONWEALTH'S WEB SITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING -1.
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalVolunteersCnt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0435086
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IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $500k-$1M nonprofits