Charlesview Inc
- Assets
- $73.9m
- Revenue
- $2.3m
- Investments
- $0.0
- Employees
- 2
- Location
- Brighton, MA
- Founding
- 01/1971
- Data as of
- 12/2022
- EIN
- 23-7099102
Organization Overview
Charlesview Inc is located in Brighton, MA. The organization was established in 1971. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. As of 12/2022, Charlesview Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charlesview Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Charlesview Inc generated $2.3m in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.7%) each year. All expenses for the organization totaled $1.5m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Charlesview Inc has awarded 95 individual grants totaling $3,232,932. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ADVANCE THE WELL-BEING OF INDIVIDUALS AND FAMILIES AND PROMOTE DIVERSITY AND VIBRANCY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE FINANCING TO DEVELOP AFFORDABLE HOUSING PROJECT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jo-Ann Barbour Executive Director | Officer | 40 | $148,502 |
William Rosenberg Chair | OfficerTrustee | 2 | $0 |
Robert Fox Treasurer | OfficerTrustee | 2 | $0 |
Etta Anderson Clerk | OfficerTrustee | 2 | $0 |
Lauren Antonelli-Zullo Director | Trustee | 2 | $0 |
Mary-Helen Black Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $1,825,414 |
| Investment income | $308,908 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $174,639 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,308,961 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $950,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $151,505 |
| Compensation of current officers, directors, key employees. | $30,746 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $64,825 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $35,484 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $51,493 |
| Fees for services: Accounting | $24,360 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $150,029 |
| Fees for services: Other | $1,375 |
| Advertising and promotion | $0 |
| Office expenses | $18,356 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,053 |
| Insurance | $10,975 |
| All other expenses | $41,581 |
| Total functional expenses | $1,504,036 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,018,869 |
| Savings and temporary cash investments | $260,159 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $55,023,185 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,238 |
| Net Land, buildings, and equipment | $42,561 |
| Investments—publicly traded securities | $17,106,244 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $446,394 |
| Total assets | $73,900,650 |
| Accounts payable and accrued expenses | $15,805 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $15,805 |
| Net assets without donor restrictions | $73,884,845 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $73,900,650 |
Grants Awarded
Over the last fiscal year, Charlesview Inc has awarded $950,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION PURPOSE: SUBSTANCE ABUSE TASK FORCE & HEALTH COLLABORATIVE | $200,000 |
CHARLESVIEW CHARITIES INC PURPOSE: PROGRAM SUPPORT | $750,000 |