CARLETON-WILLARD AT HOME INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CARLETON-WILLARD AT HOME INC (EIN 26-4153105)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349201482
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-13T12:41:14-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264153105 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLETON-WILLARD AT HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 7812758700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 OLD BILLERICA ROAD | AddressLine1 |
| City | BEDFORD | City |
| State | MA | State |
| ZIP Code | 01730 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RSM MCGLADREY INC | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 7812758700 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE JOHNSON | Name |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.CWVILLAGE.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 185740 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 77850 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 20935 | ProgramServiceRevenue |
| Membership Dues | 85975 | MembershipDues |
| Other Revenue Total | 980 | OtherRevenueTotal |
| Total Revenue | 185740 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 130281 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 18931 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 8525 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 17034 | PrintingPublicationsPostage |
| Other Expenses Total | 50664 | OtherExpensesTotal |
| Total Expenses | 225435 | TotalExpenses |
| Excess Or Deficit For Year | -39695 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | -7701 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | -47396 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33220 | BOY |
| EOY | 26480 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31635 | BOY |
| EOY | 15394 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64855 | BOY |
| EOY | 41874 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72556 | BOY |
| EOY | 89270 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7701 | BOY |
| EOY | -47396 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | 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 HOME AND COMMUNITY. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| PROVIDES ASSISTANCE WITH DAY-TO-DAY TASKS AND ACCESS TO SOCIAL, CULTURAL AND EDUCATIONAL ACTIVITIES, HEALTH AND WELLNESS PROGRAMS AND VOLUNTEER OPPORTUNITIES TO SENIORS OF LOCAL COMMUNITIES. AS OF 12/31/2012, THE PROGRAM HAD 218 MEMBERS AND FILLED 438 SERVICE REQUESTS. | 50 | 64095 |
| TRANSPORTATION SERVICES PROVIDED FOR CERTAIN MEDICAL APPOINTMENTS AND WEEKLY SHOPPING INCLUDED IN MEMBERSHIP FEE. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. THE ORGANIZATION FILLED 505 TRANSPORTATION REQUESTS IN 2012. | 0 | 84865 |
| GOURMET TO GO PROGRAM PROVIDING WEEKLY DELIVERY OF MEALS TO MEMBERS. THE ORGANIZATION DELIVERED 1,620 MEALS IN 2012. | 0 | 11067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 160027 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| BARBARA A DOYLE | ||||
| PRESIDENT | 5.00 | 0 | 0 | 0 |
| MARY B JOHNSON | ||||
| CHAIRMAN | 1.00 | 0 | 0 | 0 |
| BARBARA A CLIFFORD | ||||
| VICE-CHAIRMAN | 1.00 | 0 | 0 | 0 |
| WILLIAM W JACKSON | ||||
| TREASURER | 1.00 | 0 | 0 | 0 |
| REV JOHN C LOMBARD D MIN | ||||
| CLERK | 1.00 | 0 | 0 | 0 |
| ROBERT G CROCKER | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| WILLIAM W GALLAGHER III | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| WILLIAM C HAYS ESQ | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| RUTH W PIPER | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES A SALTONSTALL | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| DAVID DAWSON MD | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| JOHN F RENO | ||||
| TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET D SILVERMAN CFO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 OLD BILLERICA ROAD | AddressLine1 |
| City | BEDFORD | City |
| State | MA | State |
| ZIP Code | 01730 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7812758700 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 154900 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149347 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77850 | CurrentTaxYear |
| Total | 521397 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9729 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62027 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107890 | CurrentTaxYear |
| Total | 224612 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 164629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 184266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 211374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185740 | CurrentTaxYear |
| Total | 746009 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 150050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 135000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75000 | CurrentTaxYear |
| Total | 495050 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 150050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 135000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75000 | CurrentTaxYear |
| Total | 495050 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 250959 | PublicSupportTotal509 |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 506 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6 | CurrentTaxYearMinus2Years |
| Total | 512 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 165135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 184272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 211374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185740 | CurrentTaxYear |
| Total | 746521 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: MISCELLANEOUS. AMOUNT: 980. |
| OCCUPANCY, RENT, UTILITIES AND MAINTENENCE | FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 8,525. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: FOOD SUPPLIES. AMOUNT: 11,067. DESCRIPTION: SUPPLIES. AMOUNT: 763. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 100. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,585. DESCRIPTION: TRAVEL. AMOUNT: 4,037. DESCRIPTION: MOTOR VEHICLE EXPENSE. AMOUNT: 3,633. DESCRIPTION: PAYROLL TAXES. AMOUNT: 8,101. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 10,848. DESCRIPTION: GENERAL LIABILITY. AMOUNT: 3,315. DESCRIPTION: UMBRELLA INSURANCE. AMOUNT: 5,000. DESCRIPTION: DIRECTORS/OFFICERS INSURANCE. AMOUNT: 1,006. DESCRIPTION: DONATION. AMOUNT: 50. DESCRIPTION: AMORTIZATION. AMOUNT: 828. DESCRIPTION: TRAININGS/SEMINARS. AMOUNT: 268. DESCRIPTION: MISCELLANEOUS. AMOUNT: 63. TOTAL TO FORM 990-EZ, LINE 16: 50,664. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: RESIDENT RECEIVABLE. BEG. OF YEAR AMOUNT: 7,443. END OF YEAR AMOUNT: 1,501. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 10,106. END OF YEAR AMOUNT: 9,160. DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 2,208. END OF YEAR AMOUNT: 1,380. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 11,878. END OF YEAR AMOUNT: 3,353. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 22,498. END OF YEAR AMOUNT: 22,887. DESCRIPTION: DEFERRED MEMBERSHIP FEES. BEG. OF YEAR AMOUNT: 50,058. END OF YEAR AMOUNT: 66,383. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |