Charlesview Inc
- Assets
- $76.8m
- Revenue
- $4.7m
- Investments
- $0.0
- Employees
- 2
- Location
- Brighton, MA
- Founding
- 01/1971
- Data as of
- 12/2021
- 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 12/2021, 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 12/2021, Charlesview Inc generated $4.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.5% each year. All expenses for the organization totaled $1.0m during the year ending 12/2021. While expenses have increased by 7.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Charlesview Inc has awarded 93 individual grants totaling $2,282,932. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
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 | $151,368 |
William Rosenberg Chair | OfficerTrustee | 2 | $0 |
Robert Fox Treasurer | OfficerTrustee | 2 | $0 |
Father Frank Glynn 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 | $1,566,396 |
| Investment income | $399,105 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $2,772,413 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,739,214 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $530,291 |
| 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. | $159,710 |
| Compensation of current officers, directors, key employees. | $31,937 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $61,711 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $2,938 |
| Payroll taxes | $20,316 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $500 |
| Fees for services: Accounting | $11,750 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $141,956 |
| Fees for services: Other | $22,500 |
| Advertising and promotion | $0 |
| Office expenses | $17,437 |
| 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 | $7,653 |
| All other expenses | $68,474 |
| Total functional expenses | $1,049,289 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,752,070 |
| Savings and temporary cash investments | $1,990,713 |
| 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 | $55,351,822 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $10,895 |
| Net Land, buildings, and equipment | $46,614 |
| Investments—publicly traded securities | $17,264,246 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $408,409 |
| Total assets | $76,824,769 |
| Accounts payable and accrued expenses | $22,775 |
| 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 | $22,775 |
| Net assets without donor restrictions | $76,801,994 |
| 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 | $76,824,769 |
Grants Awarded
Over the last fiscal year, Charlesview Inc has awarded $514,675 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Brighton, MA PURPOSE: SUBSTANCE ABUSE TASK FORCE & HEALTH COLLABORATIVE | $225,000 |
Boston, MA PURPOSE: PROGRAM SUPPORT & COVID-19 SUPPORT | $28,675 |
Boston, MA PURPOSE: COMMUNITY MURAL PROJECT | $25,000 |
Dorchester, MA PURPOSE: FAMILY SUPPORT NETWORK | $25,000 |
Brookline, MA PURPOSE: EXPANDING ACCESS TO MENTAL HEALTH SERVICES | $25,000 |
Brookline, MA PURPOSE: PROGRAM SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Catalyst Inc New York, NY | $56,172,197 | $22,153,415 |
Horizon Village Inc Sanborn, NY | $19,517,446 | $18,747,224 |
Avi Chai Foundation New York, NY | $417,433,923 | $38,425,354 |
50 Broadway Realty Corp New York, NY | $106,628,317 | $16,489,338 |
Center For Community Alternatives Syracuse, NY | $5,921,893 | $12,987,614 |
Technical Assistance Collaborative Inc Boston, MA | $7,617,476 | $12,320,567 |
Starbridge Services Inc Rochester, NY | $4,814,747 | $13,376,433 |
Community Health Action Of Staten Island Inc Staten Island, NY | $10,310,732 | $11,148,216 |
Carl Fenichel Community Services Inc Brooklyn, NY | $12,251,363 | $5,691,898 |
Hart United Inc North Haven, CT | $3,744,334 | $8,818,103 |
New Square Community Improvement Council Inc New Square, NY | $7,666,025 | $8,815,852 |
Kings Bay Ym-Ywha Inc Brooklyn, NY | $12,626,720 | $11,475,108 |