Civic Intelligence

Carlisle Education Foundation Inc

990 • Fiscal year 2020 • EIN 22-3051941

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 22, 2021

Organization ProfileWWW.CARLISLECEF.ORG
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

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.43x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

26th percentile

-2.3%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$595,128

Down $14,223 (-2.3%) from 2019

Net Assets

Down

$584,456

Down $14,223 (-2.4%) from 2019

Liabilities

Flat

$10,672

Flat from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin7th percentile

Revenue

Down

$24,722

Down $133,804 (-84%) from 2019

Expenses

Down

$38,945

Down $1,503 (-3.7%) from 2019

Net Income

Down

-$14,223

Down $132,301 (-112%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2020

Assets$595,128
Liabilities$10,672
Net Assets$584,456
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

2020

Revenue$24,722
Expenses$38,945
Net Income-$14,223
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 22, 2021
Return Version
2019v5.2
Gross Receipts
$180,817
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
Investments in Publicly Traded Securities$198,516$210,441▲ $11,925
Savings and Temporary Cash Investments$192,310$192,375▲ $65
Cash and Non-Interest-Bearing Accounts$218,525$192,312▼ $26,213
Total Assets$609,351$595,128▼ $14,223
Liabilities
Grants Payable$8,972$8,972→ $0
Accounts Payable and Accrued Expenses$1,700$1,700→ $0
Total Liabilities$10,672$10,672→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$553,163$538,940▼ $14,223
Net Assets With Donor Restrictions$45,516$45,516→ $0
Total Net Assets Fund Balance$598,679$584,456▼ $14,223
Total Liabilities and Net Assets / Fund Balance$609,351$595,128▼ $14,223
Compensation and Service Providers
Top Officer Pay51st percentile

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
$12,732
Program Service Revenue
$0
Investment Income
$11,990
Other Revenue
$0
All Other Contributions
$12,732
Change in Net Assets
$-14,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,897
Other Expenses$4,048
Total Fundraising Expense$597
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,897--$34,897
Fees for Services Accounting-$1,845-$1,845
Office Expenses-$877$551$1,428
Insurance-$729-$729
Advertising--$46$46
Total Functional Expenses$34,897$3,451$597$38,945
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carlisle Public SchoolsCarlisle, MA-Capital Grant to Support New Performing Arts Studio.$34,897
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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 35% controlled entity
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
2021-06-22
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
Raw XML Appendix368 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01700
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01700
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RAISE MONEY TO AUGMENT AND ENRICH THE PUBLIC SCHOOL SYSTEM IN THE TOWN OF CARLISLE, MASSACHUSETTS.
IRS990/AdvertisingGrp/FundraisingAmt046
IRS990/AdvertisingGrp/TotalAmt046
IRS990/AllOtherContributionsAmt012732
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09782466793
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 734
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLISLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0017410734
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0218525
IRS990/CashNonInterestBearingGrp/EOYAmt0192312
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012732
IRS990/CYGrantsAndSimilarPaidAmt034897
IRS990/CYInvestmentIncomeAmt011990
IRS990/CYOtherExpensesAmt04048
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-14223
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt038945
IRS990/CYTotalFundraisingExpenseAmt0597
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt024722
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RAISED FUNDS FOR THE CARLISLE PUBLIC SCHOOLS. APPROXIMATELY 650 STUDENTS AND THEIR TEACHERS BENEFIT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt045516
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt045516
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt034897
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01845
IRS990/FeesForServicesAccountingGrp/TotalAmt01845
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1SARA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2HEIDI KIDDER
IRS990/Form990PartVIISectionAGrp/PersonNm3THERESA LOBER
IRS990/Form990PartVIISectionAGrp/PersonNm4ALYSON BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBORAH KABLOTSKY
IRS990/Form990PartVIISectionAGrp/PersonNm7RACHEL REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm8SAMANTHA ROTTENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9AMANDA SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm10EMILY SPRONG
IRS990/Form990PartVIISectionAGrp/PersonNm11LEE STEVENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08429
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt034897
IRS990/GrantsPayableGrp/BOYAmt08972
IRS990/GrantsPayableGrp/EOYAmt08972
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034897
IRS990/GrantsToDomesticOrgsGrp/TotalAmt034897
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0164524
IRS990/GrossReceiptsAmt0180817
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0729
IRS990/InsuranceGrp/TotalAmt0729
IRS990/InvestmentIncomeGrp/ExclusionAmt03561
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03561
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0198516
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0210441
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0156095
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RAISE MONEY TO AUGMENT AND ENRICH THE PUBLIC SCHOOL SYSTEM IN THE TOWN OF CARLISLE MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0598679
IRS990/NetAssetsOrFundBalancesEOYAmt0584456
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08429
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08429
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0553163
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0538940
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0551
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0877
IRS990/OfficeExpensesGrp/TotalAmt01428
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALYSON BECKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0150161
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt033986
IRS990/PYInvestmentIncomeAmt08365
IRS990/PYOtherExpensesAmt06462
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0118078
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt040448
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0158526
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-14223
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012732
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0192310
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0151706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0136019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0451525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03545
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015375
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96710
IRS990ScheduleA/PublicSupportPY170Pct00.96970
IRS990ScheduleA/PublicSupportTotal170Amt0451525
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0151706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0136019
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0451525
IRS990ScheduleA/TotalSupportAmt0466900
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt034897
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL GRANT TO SUPPORT NEW PERFORMING ARTS STUDIO.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARLISLE PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt083 SCHOOL ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARLISLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001741
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0609351
IRS990/TotalAssetsEOYAmt0595128
IRS990/TotalAssetsGrp/BOYAmt0609351
IRS990/TotalAssetsGrp/EOYAmt0595128
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012732
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0597
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034897
IRS990/TotalFunctionalExpensesGrp/TotalAmt038945
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010672
IRS990/TotalLiabilitiesEOYAmt010672
IRS990/TotalLiabilitiesGrp/BOYAmt010672
IRS990/TotalLiabilitiesGrp/EOYAmt010672
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0598679
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0584456
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034897
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011990
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024722
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0609351
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0595128
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 734
IRS990/USAddress/CityNm0CARLISLE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0017410734
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://WWW.CARLISLECEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI KIDDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782466793
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLISLE EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0223051941
ReturnHeader/Filer/PhoneNum09782466793
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 734
ReturnHeader/Filer/USAddress/CityNm0CARLISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017410734
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042969468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TISDALE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt071 JUNCTION SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001742
ReturnHeader/PreparerPersonGrp/PhoneNum09783695585
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE L TISDALE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-22T10:32:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$595,128
Liabilities
$10,672
Net assets
$584,456
Revenue
$24,722
Expenses
$38,945
Net income
-$14,223
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