2025-11-14T14:07:57-06:00 2024-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2024-01-01 264153105 CARLETON-WILLARD AT HOME INC CARL 7812758700 100 OLD BILLERICA ROAD BEDFORD MA 01730 CHRISTOPHER J GOLEN PRESIDENT & CEO 7812758700 2025-11-13 1 0 KAREN LO P01434915 6179129000 2025-11-12 2024 2025-03-06 01:10:19Z CHRISTOPHER J GOLEN 100 OLD BILLERICA ROAD BEDFORD MA 01730 310206 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. 11 11 4 14 0 0 188218 187898 102099 122308 0 0 0 0 290317 310206 0 0 0 0 219178 233277 0 0 0 72118 78963 291296 312240 -979 -2034 47930 52483 96762 103349 -48832 -50866 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 183010 83521 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 2024, CW AT HOME HAD 126 MEMBERS AND FILLED 691 SERVICE REQUESTS. 76096 2807 TRANSPORTATION SERVICES TO CERTAIN MEDICAL APPOINTMENTS AND LOCAL SHOPPING INCLUDED IN MEMBERSHIP FEES. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. IN 2024, 432 TRANSPORTATION REQUESTS WERE FILLED. 27537 35980 THE GOURMET TO GO PROGRAM PROVIDES WEEKLY MEAL PREPARATION AND DELIVERY TO MEMBERS. THE ORGANIZATION PROVIDED 4,198 MEALS IN 2024. 286643 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 5 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 7812758700 100 OLD BILLERICA ROAD BEDFORD MA 01730 CHRISTOPHER ANDERSON TRUSTEE (THRU 11/23/24) 0.20 0.90 X 0 0 0 WILLIAM W GALLAGHER III TRUSTEE 0.20 1.00 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 JAMES A SALTONSTALL TRUSTEE 0.70 1.00 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 REV CHRISTOPHER WENDELL TRUSTEE (THRU 12/24/24) 0.20 0.00 X 0 0 0 THEODORE HANSELMAN TRUSTEE 0.20 0.90 X 0 0 0 ANN MARIE TEUBER LMFT CHAIRMAN 1.00 1.00 X X 0 0 0 RUTH W PIPER VICE-CHAIRMAN 0.50 1.00 X X 0 0 0 JEFFREY R WILLIAMS TREASURER 0.50 1.10 X X 0 0 0 ADELE GERMAIN PURVIS SECRETARY 0.50 0.00 X X 0 0 0 CHRISTOPHER J GOLEN PRESIDENT & CEO 5.40 60.10 X 0 447658 60724 MICHAEL P MATTHEWS CHIEF FINANCIAL OFFICER 5.40 60.10 X 0 311886 15547 JUDIANNE TABOR PROGRAM DIRECTOR 40.00 0.00 X 114488 0 4390 114488 759544 80661 1 0 1 0 0 187898 187898 MEMBERSHIP DUES & ASSE 900099 80346 80346 MEALS SERVED-MEMBERS 722210 35980 35980 ACTIVITY FEES 900099 3175 3175 TRANSPORTATION FEES 480000 2807 2807 122308 310206 122308 0 0 198878 185650 13228 5895 5895 13886 13886 14618 14618 5808 5808 1271 1271 17992 17992 1227 1227 12369 12369 FOOD 27537 27537 EXERCISE PROGRAM EXPENS 5640 5640 MOTOR VEHICLE EXPENSE 4926 4926 EVENT PROGRAMS 1168 1168 1025 1025 312240 286643 25597 0 23747 38787 15727 6540 8456 7105 48249 48249 0 0 0 51 47930 52483 66755 66864 29933 36337 74 148 96762 103349 X -48832 -50866 -48832 -50866 47930 52483 -2034 0 X 0 1 X 1 0 X 150000 177000 175000 188218 187898 878116 97814 89875 99218 102099 122308 511314 247814 266875 274218 290317 310206 1389430 0 0 0 1389430 247814 266875 274218 290317 310206 1389430 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) 148 148 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 CONSOLIDATED 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, 2024 AND 2023. 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 1 0 CHRISTOPHER J GOLEN PRESIDENT & CEO 0 389128 0 57000 0 1530 0 13800 0 46924 0 508382 0 0 MICHAEL P MATTHEWS CHIEF FINANCIAL OFFICER 0 278630 0 32060 0 1196 0 12555 0 2992 0 327433 0 0 PART I, LINE 3 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. COMPENSATION FOR THE PROGRAM DIRECTOR IS BASED ON AN ANNUAL EVALUATION. THIS EVALUATION OF COMPENSATION IS COMPRISED OF A PERFORMANCE REVIEW AND SALARY COMPARISONS TO LIKE ORGANIZATIONS. THE EMPLOYEE'S EXPERIENCE AND LONGEVITY ARE ALSO TAKEN INTO CONSIDERATION. FINAL COMPENSATION IS DETERMINED BY THE PRESIDENT & CEO OF CARLETON-WILLARD HOMES, INC. (CONTROLLING ORGANIZATION). PART I, LINE 7: JUDIANNE TABOR, PROGRAM DIRECTOR, RECEIVED A BONUS OF $950, WHICH WAS GENERATED BY AN EMPLOYEE APPRECIATION POOL FROM THE RESIDENCE WHICH IS THEN DISPERSED BETWEEN ALL EMPLOYEES EVERY YEAR. THE AMOUNT CAN VARY BASED ON HOW MUCH RESIDENCE PUT INTO THE POOL FOR THE YEAR. 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 GOVERNANCE 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 COMPARISONS TO LIKE ORGANIZATIONS. THE EMPLOYEE'S EXPERIENCE AND LONGEVITY ARE 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 CANDID, FORMALLY KNOWN AS 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 HOMES, INC. 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