CHARLESVIEW INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLESVIEW INC (EIN 23-7099102)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349304530
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T10:52:41-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237099102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESVIEW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7817941000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 ANTWERP STREET | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FOX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7817941000 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH DAVIN CPA | PreparerPersonNm |
| PTIN | P01280481 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FATHER FRANK GLYNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 ANTWERP STREET | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,654,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://CHARLESVIEWCOMMUNITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,121,775 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,338,890 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,955,480 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,018,966 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,317 | PYInvestmentIncomeAmt |
| CY Investment Income | -$56,362 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,661 | PYOtherRevenueAmt |
| CY Other Revenue | $46,735 | CYOtherRevenueAmt |
| PY Total Revenue | $4,116,233 | PYTotalRevenueAmt |
| CY Total Revenue | $6,348,229 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $576,187 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $205,062 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,112,371 | PYOtherExpensesAmt |
| CY Other Expenses | $666,543 | CYOtherExpensesAmt |
| PY Total Expenses | $24,112,371 | PYTotalExpensesAmt |
| CY Total Expenses | $1,447,792 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,996,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,900,437 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,150,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,449,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $544,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,605,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,423,210 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,255,648 | ExpenseAmt |
| Grant | $576,187 | GrantAmt |
| Revenue | $5,065,701 | RevenueAmt |
| Desc | PROVIDE FINANCING TO DEVELOP AFFORDABLE HOUSING PROJECT. | Desc |
| Total Program Service Expenses | $1,255,648 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTIN PAQUETTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817941000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEABODY PROPERTIES INC 536 GRANITE | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| FATHER FRANK GLYNN | ||||||
| CHAIR AND SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT FOX | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIE ACE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GILSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ETTA ANDERSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LILLIAN BURGESS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CUSACK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM ROSENBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PASTOR JOHN WHITLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY-HELEN BLACK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOV SHUCHATOWITZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN ANTONELLI-ZULLO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JO-ANNE BARBOUR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $127,445 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $127,445 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,338,890 | RelatedOrganizationsAmt |
| Noncash Contributions | $1,338,890 | NoncashContributionsAmt |
| Total Contributions | $1,338,890 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DISCOUNT ACCRETION ON NOTES RECEI | 900099 | $3,540,300 | $3,540,300 |
| INTEREST ON NOTES RECEIVABLE | 900099 | $1,382,528 | $1,382,528 |
| MANAGEMENT FEES | 900099 | $96,138 | $96,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,018,966 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,207 | TotalRevenueColumnAmt |
| Exclusion | $110,207 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,800,530 | SecuritiesAmt |
| Other | $1,338,890 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,833,210 | SecuritiesAmt |
| Other | $1,472,779 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$32,680 | SecuritiesAmt |
| Other | -$133,889 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$166,569 | TotalRevenueColumnAmt |
| Exclusion | -$166,569 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,735 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,735 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,348,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,065,701 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$56,362 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,187 | TotalAmt |
| Program Services | $576,187 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,445 | TotalAmt |
| Program Services | $38,233 | ProgramServicesAmt |
| Management And General | $89,212 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,617 | TotalAmt |
| Program Services | $77,617 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,267 | TotalAmt |
| Management And General | $24,267 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,853 | TotalAmt |
| Management And General | $32,853 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,538 | TotalAmt |
| Management And General | $31,538 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,774 | TotalAmt |
| Management And General | $6,774 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DISCOUNT ON NOTES RECEI | $452,636 | $452,636 |
| LOSS FROM INVESTMENT IN | $110,975 | $110,975 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,447,792 | TotalAmt |
| Program Services | $1,255,648 | ProgramServicesAmt |
| Management And General | $192,144 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,592 | BOYAmt |
| EOY | $997,695 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,094 | BOYAmt |
| EOY | $210,265 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,869 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,923,865 | BOYAmt |
| EOY | $45,310,325 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,250,043 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,566,867 | BOYAmt |
| EOY | $1,680,692 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,150,103 | BOYAmt |
| EOY | $53,449,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,004 | BOYAmt |
| EOY | $12,306 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,924 | BOYAmt |
| EOY | $13,504 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,195 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,123 | BOYAmt |
| EOY | $25,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,605,980 | BOYAmt |
| EOY | $53,423,210 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,605,980 | BOYAmt |
| EOY | $53,423,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,150,103 | BOYAmt |
| EOY | $53,449,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,900,437 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$83,207 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,079,754 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,893,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,751,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,121,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,338,890 | CurrentTaxYearAmt |
| Total | $12,185,391 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,249,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,399,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,644,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,955,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,018,966 | CurrentTaxYearAmt |
| Total | $14,268,210 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,329,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,293,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,395,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,077,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,357,856 | CurrentTaxYearAmt |
| Total | $26,453,601 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,338,890 | CurrentTaxYearAmt |
| Total | $1,338,890 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,290,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,026,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,646,605 | CurrentTaxYearAmt |
| Total | $8,963,708 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,290,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,026,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,985,495 | CurrentTaxYearAmt |
| Total | $10,302,598 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,151,003 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,207 | CurrentTaxYearAmt |
| Total | $136,968 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,207 | CurrentTaxYearAmt |
| Total | $136,968 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,735 | CurrentTaxYearAmt |
| Total | $184,689 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,356,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,353,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,434,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,116,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,514,798 | CurrentTaxYearAmt |
| Total | $26,775,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.60320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80660 | PublicSupportPY509Pct |
| Investment Income CY | 0.00510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00170 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,380,909 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,680 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,680 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,348,229 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,348,229 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,563,679 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $115,887 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $115,887 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,447,792 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,447,792 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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 TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE YEAR ENDED DECEMBER 31, 2014, THE CORPORATION HAS DETERMINED THAT IT HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. THERE WERE NO INTEREST OR PENALTIES FOR THE YEAR ENDED DECEMBER 31, 2014. GENERALLY, THE CORPORATION'S INFORMATION RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE CORPORATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSSES RECLASSIFIED TO REVENUE 115,887. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE COMMUNITY BUILDERS INC | |||||||
| 95 BERKELEY STREET SUITE 500 | BOSTON | MA | 02116 | 042324773 | 501(C)(3) | $446,187 | AFFORDABLE HOUSING |
| WEST END GIRLS CAMP INC | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | 263695198 | 501(C)(3) | $20,000 | SUMMER CAMP SCHOLARSHIPS |
| WEST END HOUSE CAMP INC | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | 042113272 | 501(C)(3) | $20,000 | SUMMER CAMP SCHOLARSHIPS |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | |||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | 311626186 | 501(C)(3) | $25,000 | PARENT TRAINING |
| COMMUNITY ROWING INC | |||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | 042863756 | 501(C)(3) | $20,000 | YOUTH FITNESS |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | 042304133 | 501(C)(3) | $25,000 | YOUTH EMPOWERMENT PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MASSACHUSETTS BROWNSFIELD TAX CREDITS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,338,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | FIFTEEN INCORPORATORS SIGNED AGREEMENT ON MAY 9, 1969 TO FORM "A PRIVATE CORPORATION UNDER AND SUBJECT TO THE PROVISIONS OF CHAPTER 121A OF THE (MASSACHUSETTS) GENERAL LAWS AND TO PROVIDE, ON A NON-PROFIT BASIS, PURSUANT TO SECTION 221(D)(3) OF THE NATIONAL HOUSING ACT, HOUSING FOR THE USE AND OCCUPANCY BY FAMILIES DISPLACED FROM URBAN RENEWAL AREAS OR BY GOVERNMENT ACTION AND BY FAMILIES OF LOW OR MODERATE INCOME WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS, AND ALSO FOR ITSELF OR OTHER PERSONS IDENTITFIED HEREWITH. THE CORPORATION IS IRREVOCABLY DEDICATED TO, AND OPERATED EXCLUSIVELY FOR, NON-PROFIT PURPOSES." |
| 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 11 | A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER BEFORE FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESVIEW HOUSING LIMITED PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 BERKELEY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263467063 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments