CARLISLE EDUCATION FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

ALYSON BECKER

Phone

9782466793

Tax Period

2021-07-01 to 2022-06-30

CARLISLE EDUCATION FOUNDATION INC, founded in 1990, is a micro nonprofit in the Education sector that reported $2K in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year. Expenses of $38K exceeded revenue, resulting in a 1527% operating deficit.

Mission

TO RAISE MONEY TO AUGMENT AND ENRICH THE PUBLIC SCHOOL SYSTEM IN THE TOWN OF CARLISLE MASSACHUSETTS.

Program Service Accomplishments

Program 1

Expenses: $32,108 Revenue: $2,302

RAISED FUNDS FOR THE CARLISLE PUBLIC SCHOOLS. APPROXIMATELY 650 STUDENTS AND THEIR TEACHERS BENEFIT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $2,302

Program Service Revenue $0

Investment Income $11

Other Revenue $0

TOTAL REVENUE $2,313

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $506

Program Expenses $32,108

Other Expenses $12,626

TOTAL EXPENSES $37,626

Year-over-Year Comparison

	2021	2020	Change
Revenue	$2,313	$2,763	-0.2%
Expenses	$37,626	$462,272	-0.9%
Net Income	$-35,313	$-459,509	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SHAW	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
SARA WILSON	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
HEIDI KIDDER	TREASURER	1.00	Officer Director	$0	$0	$0
THERESA LOBER	SECRETARY	1.00	Officer Director	$0	$0	$0
ALYSON BECKER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH KABLOTSKY	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA ROTTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
EMILY SPRONG	DIRECTOR	1.00	Director	$0	$0	$0
LEE STEVENS	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$2,313	$37,626	$104,014	$-35,313
2021	$2,763	$462,272	$136,347	$-459,509
2020	$24,722	$38,945	$595,128	$-14,223
2019	$158,526	$40,448	$609,351	$118,078