2023-11-15T10:03:36-06:00 2022-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2022-01-01 264153105 CARLETON-WILLARD AT HOME INC CARL 7812758700 100 OLD BILLERICA ROAD BEDFORD MA 01730 CHRISTOPHER J GOLEN PRESIDENT 7812758700 2023-11-14 1 CHRISTOPHER GOLEN 999009999 0 KAREN LO P01434915 6179129000 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER J GOLEN 100 OLD BILLERICA ROAD BEDFORD MA 01730 274218 0 X WWW.CWATHOME.ORG X 2009 MA TO PROVIDE SENIORS IN LOCAL COMMUNITIES TRUSTWORTHY AND RELIABLE SERVICES AND PROGRAMS THAT WILL ENHANCE WELLNESS, SOCIAL WELL BEING AND LONG-TERM LIVING WITHIN THEIR OWN HOMES AND COMMUNITY. 14 13 6 15 0 0 177000 175000 89875 99218 0 0 0 0 266875 274218 0 100 0 0 205526 217947 0 0 0 75190 73442 280716 291489 -13841 -17271 42027 62953 72609 110806 -30582 -47853 X THE MISSION OF CARLETON-WILLARD AT HOME IS TO BRING THE EXCELLENCE AND EXPERIENCE OF CARLETON-WILLARD VILLAGE TO SENIORS IN THE LOCAL COMMUNITIES BY PROVIDING TRUSTWORTHY AND RELIABLE SERVICES AND PROGRAMS THAT WILL ENHANCE WELLNESS, SOCIAL WELL BEING AND BRING LONG-TERM LIVING WITHIN THEIR OWN HOMES AND COMMUNITY. 0 0 88493 100 78926 PROVIDED ASSISTANCE WITH DAY-TO-DAY TASKS, AND ACCESS TO CULTURAL, SOCIAL AND EDUCATIONAL ACTIVITIES, HEALTH AND WELLNESS PROGRAMS AND VOLUNTEER OPPORTUNITIES FOR SENIORS LIVING AT HOME IN LOCAL COMMUNITIES. AS OF 12/31/2022, CW AT HOME HAD 96 MEMBERS AND FILLED 500 SERVICE REQUESTS. 75639 970 TRANSPORTATION SERVICES TO CERTAIN MEDICAL APPOINTMENTS AND LOCAL SHOPPING INCLUDED IN MEMBERSHIP FEES. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. IN 2022, 400 TRANSPORTATION REQUESTS WERE FILLED. 15093 19322 THE GOURMET TO GO PROGRAM PROVIDES WEEKLY MEAL PREPARATION AND DELIVERY TO MEMBERS. THE ORGANIZATION PROVIDED 3,000 MEALS IN 2022. 179225 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 MA X MICHAEL P MATTHEWS CFO 7812758700 100 OLD BILLERICA ROAD BEDFORD MA 01730 BARBARA A DOYLE PRESIDENT 5.40 60.10 X X 0 434521 49034 CHRISTOPHER ANDERSON TRUSTEE 0.20 1.00 X 0 0 0 WILLIAM W GALLAGHER III TRUSTEE 0.20 1.00 X 0 0 0 ROBIN GRACE TRUSTEE 0.20 0.00 X 0 0 0 REV JOHN C LOMBARD D MIN TRUSTEE 0.20 1.00 X 0 0 0 SUSAN MILNE TRUSTEE 0.20 0.00 X 0 0 0 THOMAS SWAIM TRUSTEE 0.20 0.00 X 0 0 0 RICHARD TAYLOR TRUSTEE 0.20 0.00 X 0 0 0 JAMES A SALTONSTALL TRUSTEE 0.70 1.00 X 0 0 0 REV CHRISTOPHER WENDALL TRUSTEE 0.20 0.00 X 0 0 0 ANNE MARIE TEUBER CHAIRPERSON 0.20 1.00 X X 0 0 0 RUTH W PIPER VICE-CHAIR 0.20 1.00 X X 0 0 0 WILLIAM JACKSON TREASURER 0.50 1.10 X X 0 0 0 ADELE GERMAIN PURVIS SECRETARY 0.20 0.00 X X 0 0 0 JANET D SILVERMAN CFO 2.40 50.10 X 0 268132 24187 JUDIANNE TABOR PROGRAM DIRECTOR 40.00 0.00 X 107912 0 3469 107912 702653 76690 1 0 1 0 0 175000 175000 MEMBERSHIP DUES & ASSE 900099 78598 78598 MEALS SERVED-MEMBERS 722210 19322 19322 TRANSPORTATION FEES 480000 970 970 ACTIVITY FEES 900099 328 328 99218 274218 99218 0 0 100 100 188940 94470 94470 4070 4070 10955 10955 13982 13982 5405 5405 2228 2228 19619 19619 46 46 59 59 12315 12315 FOOD 15093 15093 EXERCISE PROGRAM EXPENS 9375 9375 MOTOR VEHICLE EXPENSE 7853 7853 LICENSES & DUES 1375 1375 74 74 291489 179225 112264 0 31505 52587 1672 1233 8850 9133 48249 48249 0 0 42027 62953 25462 74527 47147 36205 0 74 72609 110806 X -30582 -47853 -30582 -47853 42027 62953 -17271 0 X 0 1 X 1 0 X 141250 147600 150000 177000 175000 790850 109388 115997 97814 89875 99218 512292 250638 263597 247814 266875 274218 1303142 0 0 0 1303142 250638 263597 247814 266875 274218 1303142 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48249 48249 0 0 DUE TO CARLETON-WILLARD HOMES, INC. (A RELATED ORGANIZATION) 74 74 X PART X, LINE 2: THE ORGANIZATION FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2022 AND 2021. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS AFTER THE FILING DATE. 0 0 0 0 0 0 0 0 0 BARBARA A DOYLE PRESIDENT 0 378252 0 20000 0 36269 0 18931 0 30103 0 483555 0 0 JANET D SILVERMAN CFO 0 260295 0 5551 0 2286 0 10130 0 14057 0 292319 0 0 SCHEDULE J, PART I, LINE 3: THE ORGANIZATION RELIED ON CARLETON-WILLARD HOMES, INC., A RELATED ORGANIZATION, THAT USED ONE OR MORE OF THE METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 8B N/A. THERE ARE NO ADDITIONAL COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE MANAGEMENT OF CARLETON-WILLARD HOMES, INC. A DRAFT IS REVIEWED BY THE PRESIDENT & CEO AND CFO, AND NECESSARY CHANGES ARE MADE. A FINAL DRAFT, COMPLETE WITH SUPPORTING SCHEDULES, IS REVIEWED BY THE OFFICERS OR TREASURER OF THE BOARD OF TRUSTEES. AFTER REVIEW BY THE FINANCE COMMITTEE, THE FORM 990 WITH SUPPORTING SCHEDULES, IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, TRUSTEES AND KEY EMPLOYEES (PRESIDENT & CEO, CFO, AND PROGRAM DIRECTOR) ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. THE DISCLOSURES ARE REVIEWED BY THE PROGRAM DIRECTOR AND ANY CONFLICT OF INTEREST IS REPORTED TO THE BOARD OF TRUSTEES. PERSONS WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE RELATED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 GOVERANCE QUESTION 15A: THE COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT TRUSTEES, HAS THE RESPONSIBILITY OF OVERSEEING THE PROCESS OF ESTABLISHING COMPENSATION FOR THE PRESIDENT & CEO OF CARLETON-WILLARD HOMES, INC. (CONTROLLING ORGANIZATION) ON AN ANNUAL BASIS. ALONG WITH REVIEW OF PERFORMANCE, THE COMMITTEE (PERIODICALLY) UTILIZES THE SERVICES OF AN INDEPENDENT, THIRD PARTY EMPLOYMENT SPECIALIST IN DETERMINING APPROPRIATE COMPENSATION COMPARABILITY DATA CONSIDERING THE INDIVIDUAL'S RESPONSIBILITIES, EDUCATION BACKGROUND, EXPERIENCE, LONGEVITY AND INDUSTRY STANDING. THE COMPENSATION COMMITTEE PRESENTS THE COMPENSATION RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. COMPENSATION FOR THE PROGRAM DIRECTOR OF CARLETON-WILLARD AT HOME IS NOT DETERMINED BY A COMPENSATION COMMITTEE, BUT BY THE PRESIDENT/CEO BASED ON PERFORMANCE AND COMPARABLE DATA. GOVERNANCE QUESTION 15B: COMPENSATION FOR THE PROGRAM DIRECTOR IS BASED ON AN ANNUAL EVALUATION. THIS EVALUATION OF COMPENSATION IS COMPRISED OF A PERFORMANCE REVIEW AND SALARY COMPARSIONS TO LIKE ORGANIZATIONS. THE EMPLOYEE'S EXPERIENCE AND LONGEVITY IS ALSO TAKEN INTO CONSIDERATION. FINAL COMPENSATION IS DETERMINED BY THE PRESIDENT & CEO OF CARLETON-WILLARD HOMES, INC. (CONTROLLING ORGANIZATION). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B CAN BE ACCESSED VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE. CARLETON-WILLARD HOMES INC 100 OLD BILLERICA ROAD BEDFORD MA 01730 042105844 CCRC - PROVIDING HOUSING AND MEDICAL SERVICES TO SENIORS MA 501(C)(3) LINE 10 N/A 0 CARLETON-WILLARD FOUNDATION INC 100 OLD BILLERICA ROAD BEDFORD MA 01730 205785760 SUPPORTING ORGANIZATION TO CARLETON-WILLARD MA 501(C)(3) LINE 12B, II CARLETON-WILLARD HOMES INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1