Civic Intelligence

Charlesview Inc.

990 • Fiscal year 2023 • EIN 23-7099102

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

123 Antwerp StreetBrighton, MA 02135

(781) 794-1000

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$166,955

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

41st percentile

3.9%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

1.1%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$76,751,393

Up $2,850,743 (+3.9%) from 2022

Net Assets

Up

$76,700,133

Up $2,815,288 (+3.8%) from 2022

Liabilities

Up

$51,260

Up $35,455 (+224%) from 2022

Revenue

Up

$2,335,320

Up $26,359 (+1.1%) from 2022

Expenses

Up

$1,687,903

Up $183,867 (+12%) from 2022

Net Income

Down

$647,417

Down $157,508 (-20%) from 2022

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $11,442,447Liabilities 2010: $8,929,921Net Assets 2010: $2,512,5262010Assets 2011: $64,683,865Liabilities 2011: $367,072Net Assets 2011: $64,316,7932011Assets 2012: $68,967,191Liabilities 2012: $365,073Net Assets 2012: $68,602,1182012Assets 2013: $49,150,103Liabilities 2013: $544,123Net Assets 2013: $48,605,9802013Assets 2014: $53,449,020Liabilities 2014: $25,810Net Assets 2014: $53,423,2102014Assets 2015: $55,268,452Liabilities 2015: $32,936Net Assets 2015: $55,235,5162015Assets 2016: $57,249,199Liabilities 2016: $28,354Net Assets 2016: $57,220,8452016Assets 2017: $59,915,888Liabilities 2017: $18,523Net Assets 2017: $59,897,3652017Assets 2018: $60,572,737Liabilities 2018: $13,781Net Assets 2018: $60,558,9562018Assets 2019: $68,872,293Liabilities 2019: $13,321Net Assets 2019: $68,858,9722019Assets 2020: $73,232,378Liabilities 2020: $13,850Net Assets 2020: $73,218,5282020Assets 2021: $76,824,769Liabilities 2021: $22,775Net Assets 2021: $76,801,9942021Assets 2022: $73,900,650Liabilities 2022: $15,805Net Assets 2022: $73,884,8452022Assets 2023: $76,751,393Liabilities 2023: $51,260Net Assets 2023: $76,700,1332023Assets 2024: $80,461,607Liabilities 2024: $33,520Net Assets 2024: $80,428,0872024

Highlighted filing

2023

Assets$76,751,393
Liabilities$51,260
Net Assets$76,700,133

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2010: $2,727,9622010Expenses 2011: $12,831,1682011Expenses 2012: $4,382,5042012Revenue 2013: $4,116,233Expenses 2013: $24,112,371Net Income 2013: -$19,996,1382013Revenue 2014: $6,348,229Expenses 2014: $1,447,792Net Income 2014: $4,900,4372014Revenue 2015: $2,864,150Expenses 2015: $636,177Net Income 2015: $2,227,9732015Revenue 2016: $2,299,802Expenses 2016: $566,677Net Income 2016: $1,733,1252016Revenue 2017: $1,955,003Expenses 2017: $766,158Net Income 2017: $1,188,8452017Revenue 2018: $774,728Expenses 2018: $853,443Net Income 2018: -$78,7152018Revenue 2019: $7,550,287Expenses 2019: $694,573Net Income 2019: $6,855,7142019Revenue 2020: $3,352,616Expenses 2020: $830,414Net Income 2020: $2,522,2022020Revenue 2021: $4,739,214Expenses 2021: $1,049,289Net Income 2021: $3,689,9252021Revenue 2022: $2,308,961Expenses 2022: $1,504,036Net Income 2022: $804,9252022Revenue 2023: $2,335,320Expenses 2023: $1,687,903Net Income 2023: $647,4172023Revenue 2024: $895,898Expenses 2024: $992,003Net Income 2024: -$96,1052024

Highlighted filing

2023

Revenue$2,335,320
Expenses$1,687,903
Net Income$647,417
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$5,558,413
Mission and Program Overview

Mission

Charlesview, inc. Is dedicated to advancing the well-being of individuals and families and promoting the diversity and vibrancy of the allston/brighton community. We do this by providing healthy, affordable homes; offering programs designed to enrich, educate and inspire; and engaging in innovative philanthropy.

To advance the well-being of individuals and families and promote diversity and vibrancy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$55,023,185$54,579,847▼ $443,338
Investments in Publicly Traded Securities$17,106,244$19,637,377▲ $2,531,133
Cash and Non-Interest-Bearing Accounts$1,018,869$1,842,629▲ $823,760
Savings and Temporary Cash Investments$260,159$149,723▼ $110,436
Land, Buildings, and Equipment, Net$42,561$72,974▲ $30,413
Prepaid Expenses and Deferred Charges$3,238$2,879▼ $359
Total Assets$73,900,650$76,751,393▲ $2,850,743
Other Assets Total$446,394$465,964▲ $19,570
Liabilities
Accounts Payable and Accrued Expenses$15,805$51,260▲ $35,455
Total Liabilities$15,805$51,260▲ $35,455
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$73,884,845$76,700,133▲ $2,815,288
Total Net Assets Fund Balance$73,884,845$76,700,133▲ $2,815,288
Total Liabilities and Net Assets / Fund Balance$73,900,650$76,751,393▲ $2,850,743

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$72,974$23,176$96,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jo-ann BarbourExecutive DirectorFT$160,784$6,171$166,955

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Congress Wealth Management LLCInvestment Advising155 SEAPORT BOULEVARD 3RD FL, Boston, MA 02210-2698$109,475
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,898,025
Investment Income
$435,195
Other Revenue
$2,100
Change in Net Assets
$647,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,300,000
Other Expenses$207,940
Salaries, Compensation, and Employee Benefits$179,963
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,300,000--$1,300,000
Current Officers, Directors, Trustees, and Key Employees$126,362$34,422-$160,784
Fees for Service Investment Mgmnt Fees-$154,158-$154,158
Fees for Services Accounting-$35,930-$35,930
Payroll Taxes$14,105$2,519-$16,624
Insurance-$10,840-$10,840
Depreciation Depletion$4,937--$4,937
Other Salaries and Wages$2,555--$2,555
Fees for Services Legal-$1,803-$1,803
Office Expenses$245$27-$272
Total Functional Expenses$1,448,204$239,699$0$1,687,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Charlesview Charities IncBrighton, MA501(c)(3)Program Support$1,300,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The organization made the following changes to their bylaws: article 2: - powers and duties - added oversee physical and fiscal assets of the corporation - number and election - eliminated requirement that directors be nominated from the three religious organizations - tenure - eliminated term limits - vacancies - removed requirement that vacancies be filled by members of the religious organizations - committees - eliminated requirement that the executive committee represent the three religious organizations - emeritus status - removed article 3: - enumeration - changed president to chairman, eliminated vice president - executive committee consists of chair, treasurer and clerk - qualification- removed requirement for directors to give bond - tenure - removed term limits - duties - removed requirement that the office of the chair rotate every two years between the religious organizations - treasurer - removed the power to endorse notes, deposits, drafts etc. Payable to the corporation - clerk - changed record to review all proceedings article 5: - removed voting of securities and replaced with resident agent

Form 990, Part VI, Section A, Line 7A

From the articles of organization,"the corporation shall have an odd number of directors, not less than three, as fixed by the bylaws, who shall be elected by the stockholders, and who shall serve until their successors are elected and qualified."

Form 990, Part VI, Section A, Line 7B

According to the bylaws "the directors shall be elected by the stockholders at the annual meeting", and "the business of the corporation shall be managed by (the) board of directors... And "a director may be removed from office (a)...by a vote of a majority of the stockholders...or (b) for cause by a majority of the directors...".

Form 990, Part VI, Section A, Line 8B

NOT APPLICABLE

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

A copy of the 990 is reviewed by the executive director and board treasurer before filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed and signed at the organization's annual meeting.

Form 990, Part VI, Section B, Line 15A

Approval by the board of directors.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Charlesview Inc
EIN
23-7099102
Phone
7817941000
Address
123 ANTWERP STREET, BRIGHTON, MA 02135

Signing Officer

Name
Robert Fox
Title
Treasurer
Phone
7817941000
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Rosenberg
Formed
1969
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
350 GRANITE STREET SUITE 1200, BRAINTREE, MA 02184
Preparer
Jolanta Tuck CPA
Phone
7813803520
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The corporation and its affiliate qualify as organizations formed for charitable purposes under section 501(c)(3) of the internal revenue code and are generally not subject to income tax. However, income from certain activities not directly related to the corporation's or it's affiliate's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the corporation and its affiliate are not private foundations under section 509(a)(1) of the internal revenue code. U.s. Gaap prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not sustained upon examination by taxing authorities. For the year ended december 31, 2023, the corporation has determined that it has not taken any tax positions which would result in an uncertainty requiring recognition in the accompanying consolidated financial statements. Generally, the corporation's and its affiliate's information/tax returns remain open for possible federal income tax examination for three years after the filing date. The corporation and its affiliate are not currently under examination by any taxing jurisdiction. While no income tax returns are currently being examined by the internal revenue service, tax years since 2020 remain open.

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IRS990/LandBldgEquipBasisNetGrp/EOYAmt072974
IRS990/LandBldgEquipCostOrOtherBssAmt096150
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03223093
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt02100
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02100
IRS990/MissionDesc0CHARLESVIEW, INC. IS DEDICATED TO ADVANCING THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTING THE DIVERSITY AND VIBRANCY OF THE ALLSTON/BRIGHTON COMMUNITY. WE DO THIS BY PROVIDING HEALTHY, AFFORDABLE HOMES; OFFERING PROGRAMS DESIGNED TO ENRICH, EDUCATE AND INSPIRE; AND ENGAGING IN INNOVATIVE PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt073884845
IRS990/NetAssetsOrFundBalancesEOYAmt076700133
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9663
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9663
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02167871
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt073884845
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt076700133
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027
IRS990/OfficeExpensesGrp/ProgramServicesAmt0245
IRS990/OfficeExpensesGrp/TotalAmt0272
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0446394
IRS990/OtherAssetsTotalGrp/EOYAmt0465964
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueTotalAmt02100
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02555
IRS990/OtherSalariesAndWagesGrp/TotalAmt02555
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt055023185
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt054579847
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02519
IRS990/PayrollTaxesGrp/ProgramServicesAmt014105
IRS990/PayrollTaxesGrp/TotalAmt016624
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03238
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02879
IRS990/PrincipalOfficerNm0WILLIAM ROSENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON NOTES RECEIVABLE
IRS990/ProgramServiceRevenueGrp/Desc1DISCOUNT ACCRETION ON NOTES RECEI
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3INVESTMENT IN AFFILIATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01244952
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1414972
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2130477
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3107624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01244952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1414972
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2130477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3107624
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0950000
IRS990/PYInvestmentIncomeAmt0483547
IRS990/PYOtherExpensesAmt0302222
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01825414
IRS990/PYRevenuesLessExpensesAmt0804925
IRS990/PYSalariesCompEmpBnftPaidAmt0251814
IRS990/PYTotalExpensesAmt01504036
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02308961
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0647417
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01900125
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260159
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0149723
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt0148204
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0883028041
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0148204
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01300000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHARLESVIEW CHARITIES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01300000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt072974
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt023176
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt096150
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION AND ITS AFFILIATE QUALIFY AS ORGANIZATIONS FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S OR IT'S AFFILIATE'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE CORPORATION AND ITS AFFILIATE ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE YEAR ENDED DECEMBER 31, 2023, THE CORPORATION HAS DETERMINED THAT IT HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE CORPORATION'S AND ITS AFFILIATE'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE CORPORATION AND ITS AFFILIATE ARE NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2020 REMAIN OPEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072974
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01300000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHARLESVIEW CHARITIES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0883028041
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0123 ANTWERP STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BRIGHTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002135
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTEES MUST SUBMIT BOTH INTERIM AND FINAL REPORTS THAT DESCRIBE THE USE OF GRANT FUNDS AND THE PROJECT'S IMPACT. THESE ARE REVIEWED BY THE CHARLESVIEW GRANTS COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt06171
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JO-ANN BARBOUR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0166955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MADE THE FOLLOWING CHANGES TO THEIR BYLAWS: ARTICLE 2: - POWERS AND DUTIES - ADDED OVERSEE PHYSICAL AND FISCAL ASSETS OF THE CORPORATION - NUMBER AND ELECTION - ELIMINATED REQUIREMENT THAT DIRECTORS BE NOMINATED FROM THE THREE RELIGIOUS ORGANIZATIONS - TENURE - ELIMINATED TERM LIMITS - VACANCIES - REMOVED REQUIREMENT THAT VACANCIES BE FILLED BY MEMBERS OF THE RELIGIOUS ORGANIZATIONS - COMMITTEES - ELIMINATED REQUIREMENT THAT THE EXECUTIVE COMMITTEE REPRESENT THE THREE RELIGIOUS ORGANIZATIONS - EMERITUS STATUS - REMOVED ARTICLE 3: - ENUMERATION - CHANGED PRESIDENT TO CHAIRMAN, ELIMINATED VICE PRESIDENT - EXECUTIVE COMMITTEE CONSISTS OF CHAIR, TREASURER AND CLERK - QUALIFICATION- REMOVED REQUIREMENT FOR DIRECTORS TO GIVE BOND - TENURE - REMOVED TERM LIMITS - DUTIES - REMOVED REQUIREMENT THAT THE OFFICE OF THE CHAIR ROTATE EVERY TWO YEARS BETWEEN THE RELIGIOUS ORGANIZATIONS - TREASURER - REMOVED THE POWER TO ENDORSE NOTES, DEPOSITS, DRAFTS ETC. PAYABLE TO THE CORPORATION - CLERK - CHANGED RECORD TO REVIEW ALL PROCEEDINGS ARTICLE 5: - REMOVED VOTING OF SECURITIES AND REPLACED WITH RESIDENT AGENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FROM THE ARTICLES OF ORGANIZATION,"THE CORPORATION SHALL HAVE AN ODD NUMBER OF DIRECTORS, NOT LESS THAN THREE, AS FIXED BY THE BYLAWS, WHO SHALL BE ELECTED BY THE STOCKHOLDERS, AND WHO SHALL SERVE UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCORDING TO THE BYLAWS "THE DIRECTORS SHALL BE ELECTED BY THE STOCKHOLDERS AT THE ANNUAL MEETING", AND "THE BUSINESS OF THE CORPORATION SHALL BE MANAGED BY (THE) BOARD OF DIRECTORS... AND "A DIRECTOR MAY BE REMOVED FROM OFFICE (A)...BY A VOTE OF A MAJORITY OF THE STOCKHOLDERS...OR (B) FOR CAUSE BY A MAJORITY OF THE DIRECTORS...".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED AT THE ORGANIZATION'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPROVAL BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.5$0.03$80.4$0.90$0.99$0.10
2023Detailed filing. Detailed filing data is available for this year.$76.8$0.05$76.7$2.34$1.69$0.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.9$0.02$73.9$2.31$1.50$0.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$0.02$76.8$4.74$1.05$3.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.2$0.01$73.2$3.35$0.83$2.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.9$0.01$68.9$7.55$0.69$6.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$0.01$60.6$0.77$0.85$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.9$0.02$59.9$1.96$0.77$1.19
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.2$0.03$57.2$2.30$0.57$1.73
2015Detailed filing. Detailed filing data is available for this year.$55.3$0.03$55.2$2.86$0.64$2.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$0.03$53.4$6.35$1.45$4.90
2013Detailed filing. Detailed filing data is available for this year.$49.2$0.54$48.6$4.12$24.1$20.0
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$0.37$68.6$4.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.7$0.37$64.3$12.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$8.93$2.51$2.73