CHARLESVIEW CHARITIES INC

EIN: 883028041 501(c)(3) Human Services

BRIGHTON, MA

Total Revenue
$1,300,000
Total Expenses
$775,803
Total Assets
$886,655
Net Assets
$849,971
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
MA
Principal Officer
WILLIAM ROSENBERG
Phone
7817941000
Tax Period
2023-01-01 to 2023-12-31

CHARLESVIEW CHARITIES INC, founded in 2022, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $524K, a strong 40% operating margin.

Mission

CHARLESVIEW CHARITIES, 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.

Program Service Accomplishments

Program 1
Expenses: $622,001

OPERATION OF THE RABBI ABRAHAM HALBFINGER AND CHARLESVIEW CHARITABLE FUND. THERE ARE MANY EXISTING RESOURCES AND LIFE-ENRICHING RELATIONSHIPS IN THE ALLSTON-BRIGHTON COMMUNITY. THE RABBI ABRAHAM...

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OPERATION OF THE RABBI ABRAHAM HALBFINGER AND CHARLESVIEW CHARITABLE FUND. THERE ARE MANY EXISTING RESOURCES AND LIFE-ENRICHING RELATIONSHIPS IN THE ALLSTON-BRIGHTON COMMUNITY. THE RABBI ABRAHAM HALBFINGER AND CHARLESVIEW CHARITABLE FUND AIMS TO STRENGTHEN, DEEPEN, AND GROW THESE RESOURCES AND RELATIONSHIPS AND ENSURE THAT THEY BENEFIT LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES WHO LIVE IN ALLSTON-BRIGHTON. THE FUND TARGETS SUPPORT IN FIVE CORE AREAS LISTED BELOW.EDUCATION: EXAMPLES INCLUDE AFTER-SCHOOL HOMEWORK AND ENRICHMENT PROGRAMS, ADULT EDUCATION, YOUTH LEADERSHIP DEVELOPMENT, CITIZENSHIP PREPARATION.PARTICIPATORY ARTS EDUCATION: EXAMPLES INCLUDE YOUTH AND ADULT ART AND/OR MUSIC PROGRAMS, COMMUNITY ARTS PROJECTS, EXPRESSIVE THERAPIES.HEALTH/MENTAL WELLNESS: EXAMPLES INCLUDE PHYSICAL, SOCIAL, EMOTIONAL WELLNESS PROGRAMS, NUTRITION, DISEASE-SPECIFIC PROGRAMMING, SUBSTANCE USE SERVICES, PROGRAMS THAT ADDRESS AN IDENTIFIED HEALTH DISPARITY IN THE COMMUNITY FOR INDIVIDUALS, FAMILIES OR GROUPS.HOUSING/SHELTER: EXAMPLES INCLUDE HOUSING READINESS PROGRAMS, RESIDENT LEADERSHIP AND EMPOWERMENT EFFORTS, HOUSING TRANSITION AND STABILIZATION SERVICES.WORKFORCE/ASSET DEVELOPMENT: EXAMPLES INCLUDE JOB READINESS AND TRAINING, FINANCIAL LITERACY.THE FUND GIVES PRIORITY TO NONPROFIT ORGANIZATIONS THAT ARE SIGNIFICANTLY EXPANDING SERVICES, NEED SUPPORT IN LEVERAGING OTHER RESOURCES TO PROVIDE IMPROVED SERVICES, OR REQUIRE SEED FUNDING TO LAUNCH A NEW INNOVATION. FOOD INSECURITY HAS ALSO EMERGED AS A RESULT OF THE COVID-19 PANDEMIC. AS A RESULT THE FUND WILL ALSO SUPPORT ORGANIZATIONS PROVIDING FOOD RESOURCES TO RESIDENTS IN NEED. ANNUALLY NON-PROFIT COMMUNITY BASED ORGANIZATIONS BASED IN OR PROVIDING SERVICES IN ALLSTON/BRIGHTON ARE INVITED TO SUBMIT A LETTER OF INTEREST TO THE FUND. A SUB- COMMITTEE OF THE BOARD WITH THE GUIDANCE OF THE EXECUTIVE DIRECTOR AND OUR CONSULTANTS AT GRANT MAKERS OF AMERICA, ORGANIZATIONS THAT MEET THE MISSION ARE INVITED TO SUBMIT FULL PROPOSALS THAT UNDERGO A THOROUGH REVIEW AND SITE VISIT PROCESS BEFORE FINAL RECOMMENDATIONS ARE MADE TO THE FULL BOARD OF DIRECTORS FOR APPROVAL.

Program 2
Expenses: $75,660

OPERATIONS OF THE COMMUNITY CENTER THAT ARE AVAILABLE TO ALL RESIDENTS OF THE ALLSTON/BRIGHTON COMMUNITY. THESE OPERATIONS INCLUDE HOSTING SUPPORTIVE SERVICE PROGRAMS FOR CHILDREN, YOUTH, PARENTS...

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OPERATIONS OF THE COMMUNITY CENTER THAT ARE AVAILABLE TO ALL RESIDENTS OF THE ALLSTON/BRIGHTON COMMUNITY. THESE OPERATIONS INCLUDE HOSTING SUPPORTIVE SERVICE PROGRAMS FOR CHILDREN, YOUTH, PARENTS, ADULTS, AND SENIORS WITH PARTNER ORGANIZATIONS IN THE COMMUNITY. EXAMPLES OF THESE PROGRAMS ARE AFTER SCHOOL AND SUMMER PROGRAMMING FOR CHILDREN IN COLLABORATION WITH THE OAK SQUARE YMCA AND THE DREAM PROGRAM, PARENTING GROUPS IN COLLABORATION WITH THE FAMILY NURTURING CENTER, HEALTH AND WELLNESS SUCH AS TAI CHI, YOGA, NUTRITIONAL COOKING CLASSES, WORKFORCE AND EMPLOYMENT SUPPORT, COMPUTER TRAINING CLASSES, ENGLISH FOR SPEAKERS OF OTHER LANGUAGES, AA AND OTHER SELF-HELP PROGRAMS, ARTS, AND MUSIC. CHARLESVIEW CHARITIES PROVIDES FINANCIAL SUPPORT FOR SEVERAL OF THESE PROGRAMS, WHILE OTHERS ARE LEVERAGED BY THE USE OF CLASSROOM SPACE IN THE COMMUNITY CENTER. ADDITIONAL ACTIVITIES ARE DEVELOPED BASED ON THE NEEDS IDENTIFIED BY RESIDENTS IN ALLSTON/BRIGHTON OR BY COMMUNITY SERVICE PROVIDERS WHO SEEK A SPACE TO PROVIDE NEW PROGRAMMING IDENTIFIED BY THEIR CLIENTS.

Program 3
Expenses: $50,440

PROMOTION OF AFFORDABLE AND MIXED INCOME HOUSING IN THE ALLSTON/BRIGHTON COMMUNITY. THE EXECUTIVE DIRECTOR REPRESENTS THE ORGANIZATION ON A VARIETY OF COMMUNITY TASK FORCES AND COALITIONS TO FURTHER...

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PROMOTION OF AFFORDABLE AND MIXED INCOME HOUSING IN THE ALLSTON/BRIGHTON COMMUNITY. THE EXECUTIVE DIRECTOR REPRESENTS THE ORGANIZATION ON A VARIETY OF COMMUNITY TASK FORCES AND COALITIONS TO FURTHER IDENTIFY OPPORTUNITIES AND THROUGH THE CITY OF BOSTON'S ARTICLE 80 DEVELOPMENT PROCESS WORK TO INCREASE AFFORDABLE RENTAL AND HOMEOWNERSHIP DURING THE PUBLIC PROCESS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,300,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,300,000

Expense Breakdown

Grants Paid $495,900
Salaries & Benefits $82,923
Fundraising Expenses $0
Program Expenses $748,101
Other Expenses $196,980
TOTAL EXPENSES $775,803

Year-over-Year Comparison

2023 2022 Change
Revenue $1,300,000 $750,000 +0.7%
Expenses $775,803 $424,226 +0.8%
Net Income $524,197 $325,774 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
1
Volunteers
10

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
4
$166,955
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM ROSENBERG CHAIR 0.10
Officer Director
$0 $0 $0
ROBERT FOX TREASURER 0.10
Officer Director
$0 $0 $0
ETTA ANDERSON CLERK 0.10
Officer Director
$0 $0 $0
LAUREN ANTONELLI-ZULLO DIRECTOR 0.10
Director
$0 $0 $0
MARY-HELEN BLACK DIRECTOR 0.10
Director
$0 $0 $0
LILLIAN BURGESS DIRECTOR 0.10
Director
$0 $0 $0
FATHER ROBERT CARR DIRECTOR 0.10
Director
$0 $0 $0
JOHN CUSACK DIRECTOR 0.10
Director
$0 $0 $0
ANDREW GILSON DIRECTOR 0.10
Director
$0 $0 $0
RABBI JASON STRAUSS DIRECTOR 0.10
Director
$0 $0 $0
JO-ANN BARBOUR EXECUTIVE DIRECTOR 0.10
Officer
$0 $6,171 $166,955
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
2024 No data No data No data No data
2023 $1,300,000 $775,803 $886,655 $524,197
2022 $750,000 $424,226 $333,752 $325,774
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