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Carlisle Historical Society Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$26.4k (2023)

Expenses
$37.8k (2023)

Total Assets
$586k (2023)

Total Liabilities
$2.3k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,381
Expenses
$37,766
Net Income
-$11,385
Net Assets
$583,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,991
68.2%
Program Services $0
Investment Income $1,885
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,505
24.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $585,601
Total Liabilities $2,301
Net Assets $583,300
Compensation
Key Employees and Officers Compensation Related Other
Philip Drew (President) $0 $0 $0
Amy Jo Lee (Treasurer) $0 $0 $0
John Troast Jr (Vice President) $0 $0 $0
Annie Luttmann (Secretary) $0 $0 $0
John Troast Iii (Director) $0 $0 $0
Susan Richardson (Director) $0 $0 $0
Dana Booth (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0
John Lee (Director) $0 $0 $0
Donna Vienneau (Director) $0 $0 $0
Daniel Wilson (Director) $0 $0 $0
Daniel Tenzca (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,587
Expenses
$26,744
Net Income
$9,843
Net Assets
$590,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,756
78.6%
Program Services $0
Investment Income $1,112
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,719
18.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $592,671
Total Liabilities $2,299
Net Assets $590,372
Compensation
Key Employees and Officers Compensation Related Other
Carl Andreassen (Director) $0 $0 $0
Dana Booth (Secretary) $0 $0 $0
Philip Drew (President) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
John Troast Iii (Director) $0 $0 $0
John Troast Jr (Vice Preside) $0 $0 $0
Amy Lee (Director) $0 $0 $0
John Lee (Director) $0 $0 $0
Annie Luttmann (Director) $0 $0 $0
Lawrence Sorli (Director) $0 $0 $0
Daniel Tencza (Director) $0 $0 $0
Donna Vinneau (Director) $0 $0 $0
Daniel Wilson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,824
Expenses
$28,769
Net Income
-$3,945
Net Assets
$588,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,717
71.4%
Program Services $0
Investment Income $1,058
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,049
24.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $591,124
Total Liabilities $2,300
Net Assets $588,824
Compensation
Key Employees and Officers Compensation Related Other
Carl Andreassen (Director) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Dana Booth (Secretary) $0 $0 $0
Philip Drew (President) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
John Troast Iii (Director) $0 $0 $0
John Troast Jr (Vice Preside) $0 $0 $0
John Lee (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,712
Expenses
$30,070
Net Income
-$4,358
Net Assets
$588,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,399
71.6%
Program Services $0
Investment Income $1,414
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,899
22.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $590,340
Total Liabilities $2,300
Net Assets $588,040
Compensation
Key Employees and Officers Compensation Related Other
Carl Andreassen (Director) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Dana Booth (Secretary) $0 $0 $0
Carolyn Copp (Director) $0 $0 $0
Philip Drew (President) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
John Troast Iii (Director) $0 $0 $0
John Troast Jr (Vice Preside) $0 $0 $0
Kathy Keller (Director) $0 $0 $0
John Lee (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,122
Expenses
$27,872
Net Income
-$3,750
Net Assets
$589,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,784
69.6%
Program Services $0
Investment Income $1,283
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,055
25.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $591,616
Total Liabilities $2,300
Net Assets $589,316
Compensation
Key Employees and Officers Compensation Related Other
Carl Andreassen (Director) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Dana Booth (Secretary) $0 $0 $0
Philip Drew (President) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
John Troast Iii (Director) $0 $0 $0
John Troast Jr (Vice Preside) $0 $0 $0
John Lee (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,066
Expenses
$30,949
Net Income
-$5,883
Net Assets
$587,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,646
74.4%
Program Services $0
Investment Income $1,046
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,374
21.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $589,497
Total Liabilities $2,301
Net Assets $587,196
Compensation
Key Employees and Officers Compensation Related Other
Philip Drew (President) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
John Troast Jr (Secretary) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
John Troast Iii (Director) $0 $0 $0
Carl Andreassen (Director) $0 $0 $0
Dana Booth (Vice Preside) $0 $0 $0
Larry Sorli (Director) $0 $0 $0
John Lee (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,787
Expenses
$24,398
Net Income
$8,389
Net Assets
$597,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,157
64.5%
Program Services $0
Investment Income $5,170
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,460
19.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $600,259
Total Liabilities $2,301
Net Assets $597,958
Compensation
Key Employees and Officers Compensation Related Other
Philip Drew (President) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Kerry Kissinger (Secretary) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
Charles Bagnaschi (Director) $0 $0 $0
Carl Andreassen (Director) $0 $0 $0
Dana Booth (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,953
Expenses
$38,109
Net Income
-$1,156
Net Assets
$589,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,786
53.5%
Program Services $0
Investment Income $10,792
29.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,375
17.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $591,870
Total Liabilities $2,301
Net Assets $589,569
Compensation
Key Employees and Officers Compensation Related Other
Philip Drew (President) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Kerry Kissinger (Secretary) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
Charles Bagnaschi (Director) $0 $0 $0
Carl Andreassen (Director) $0 $0 $0
Dana Booth (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,874
Expenses
$30,903
Net Income
$7,971
Net Assets
$590,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,825
69.0%
Program Services $0
Investment Income $8,117
20.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,536
11.7%
Net Fundraising $0
Sales of Assets -$604
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $596,212
Total Liabilities $5,487
Net Assets $590,725
Compensation
Key Employees and Officers Compensation Related Other
Philip Drew (President) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Kerry Kissinger (Secretary) $0 $0 $0
Charles Forsberg (Director) $0 $0 $0
Charles Bagnaschi (Director) $0 $0 $0
Carl Andreassen (Director) $0 $0 $0
Dana Booth (Director) $0 $0 $0
Larry Sorli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,665
Expenses
$29,366
Net Income
$16,299
Net Assets
$582,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,738
67.3%
Program Services $0
Investment Income $6,712
14.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,002
11.0%
Net Fundraising $0
Sales of Assets $3,213
7.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $608,881
Total Liabilities $26,127
Net Assets $582,754
Compensation
Key Employees and Officers Compensation Related Other
Philip Drew (President) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Kerry Kissinger (Secretary) $0 $0 $0
Charles Forsberg () $0 $0 $0
Charles Bagnaschi () $0 $0 $0
Carl Andreassen () $0 $0 $0
Dana Booth () $0 $0 $0
Larry Sorli () $0 $0 $0
Samuel Jones () $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,854
Expenses
$32,498
Net Income
$2,356
Net Assets
$566,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,208
63.7%
Program Services $0
Investment Income $10,439
30.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,161
6.2%
Net Fundraising $0
Sales of Assets $46
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $613,068
Total Liabilities $46,613
Net Assets $566,455
Compensation
Key Employees and Officers Compensation Related Other
Charles Forsberg () $0 $0 $0
Philip Drew (President) $0 $0 $0
James Bohn (Treasurer) $0 $0 $0
Charles Bagnaschi () $0 $0 $0
Carl Andreassen () $0 $0 $0
Janet Lovejoy () $0 $0 $0
Susan Bondurant () $0 $0 $0
Dana Booth () $0 $0 $0
Stephen Perko () $0 $0 $0
Larry Sorli () $0 $0 $0
Samuel Jones () $0 $0 $0
Penny Zezima (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,837
Expenses
$27,071
Net Income
$5,766
Net Assets
$564,099
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,743
72.3%
Program Services $0
Investment Income $4,751
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,385
10.3%
Net Fundraising $0
Sales of Assets $958
2.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $638,663
Total Liabilities $74,564
Net Assets $564,099

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,117
Expenses
$29,929
Net Income
-$4,812
Net Assets
$558,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,630
58.2%
Program Services $0
Investment Income $1,989
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,540
14.1%
Net Fundraising $0
Sales of Assets $4,958
19.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $648,040
Total Liabilities $89,707
Net Assets $558,333

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,806
Expenses
$27,727
Net Income
$2,079
Net Assets
$563,144
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,649
72.6%
Program Services $0
Investment Income $6,520
21.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,637
5.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $668,709
Total Liabilities $105,565
Net Assets $563,144

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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