CARLETON-WILLARD AT HOME INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARLETON-WILLARD AT HOME INC (EIN 26-4153105)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349302923
- Schema version
- 2011v1.2
- 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 | 2012-11-15T10:18:11-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-11-15 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARBARA A DOYLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 211374 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CWVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | CARLETON WILLARD AT HOME, INC. PROVIDES INFORMATION AND EDUCATION PROGRAMS, AND ASSIST IN LOCATING AND RECOMMENDING PROVIDERS OF SERVICES RELATED TO THE NEEDS AND DEMANDS OF PERSONS WHO DESIRE TO LIVE THEIR LIVES INDEPENDENTLY TO THE FULLEST BY ELECTING TO REMAIN IN THEIR PERSONAL RESIDENCES IN LIEU OF RELOCATING TO A CONTINUING CARE RETIREMENT COMMUNITY, NURSING HOME, ASSISTED LIVING ACCOMMODATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 149347 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 62027 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 0 | TotalRevenuePriorYear |
| Total Revenue Current Year | 211374 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 50 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 137172 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 69778 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 0 | TotalExpensesPriorYear |
| Total Expenses Current Year | 207000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4374 | RevenuesLessExpensesCY |
| Total Assets BOY | 47788 | TotalAssetsBOY |
| Total Assets EOY | 64855 | TotalAssetsEOY |
| Total Liabilities BOY | 59863 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 72556 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -12075 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7701 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CARLETON WILLARD AT HOME, INC. PROVIDES INFORMATION AND EDUCATION PROGRAMS, AND ASSISTS IN LOCATING AND RECOMMENDING PROVIDERS OF SERVICES RELATED TO THE NEEDS AND DEMANDS OF PERSONS WHO DESIRE TO LIVE THEIR LIVES INDEPENDENTLY TO THE FULLEST BY ELECTING TO REMAIN IN THEIR PERSONAL RESIDENCES IN LIEU OF RELOCATING TO A CONTINUING CARE RETIREMENT COMMUNITY, NURSING HOME, OR ASSISTED LIVING ACCOMMODATIONS. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 58308 | Expense |
| Grants | 50 | Grants |
| Revenue | 58134 | Revenue |
| Description | PROVIDES ASSISTANCE WITH DAY-TO-DAY TASKS AND ACCESS TO SOCIAL, CULTURAL AND EDUCATIONAL ACTIVITIES, HEALTH AND WELLNESS PROGRAMS AND VOLUNTEER OPPORTUNTIES TO SENIORS OF LOCAL COMMUNTIES. AS OF 12/31/2011, THE PROGRAM HAD 166 MEMBERS AND FILLED 387 SERVICE REQUESTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 68946 | Expense |
| Revenue | 2707 | Revenue |
| Description | TRANSPORTATION SERVICES PROVIDED FOR CERTAIN MEDICAL APPOINTMENTS AND WEEKLY SHOPPING INCLUDED IN MEMBESHIP FEE. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. THE ORGANIZATION FILLED 341 TRANSPORTATION REQUESTS IN 2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1342 | Expense |
| Revenue | 1186 | Revenue |
| Description | THE GOURMET TO GO PROGRAM PROVIDES WEEKLY DELIVERY OF MEALS TO MEMBERS. THE ORGANIZATION DELIVERED 167 MEALS IN 2011. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 128596 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET D SILVERMAN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7812758700 | TelephoneNumber |
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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BARBARA A DOYLE | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 343323 | 32900 |
| MARY B JOHNSON | ||||||
| CHAIR OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 |
| BARBARA A CLIFFORD | ||||||
| VICE CHAIR OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM W JACKSON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| REV JOHN C LOMBARD D MIN | ||||||
| CLERK OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT G CROCKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM W GALLAGHER III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM C HAYS ESQ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RUTH W PIPER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES A SALTONSTALL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MORGAN K SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE H STEPHENSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR HENRY W VAILLANT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER F WOLF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID DAWSON MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN F RENO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JANET D SILVERMAN | ||||||
| CFO | 2.00 | X | 0 | 139067 | 29060 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 482390 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 61960 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 149347 | AllOtherContributions |
| Total Contributions | 149347 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP FEES | 812900 | 55428 | 55428 |
| TRANSPORTATION REVENUE | 480000 | 2707 | 2707 |
| ACTIVITIES FEES | 900099 | 2706 | 2706 |
| MEALS | 900099 | 1186 | 1186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 62027 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211374 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62027 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Program Services | 50 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94133 | Total |
| Program Services | 66904 | ProgramServices |
| Management And General | 27229 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4116 | Total |
| Program Services | 2925 | ProgramServices |
| Management And General | 1191 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31352 | Total |
| Program Services | 22284 | ProgramServices |
| Management And General | 9068 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7571 | Total |
| Program Services | 5375 | ProgramServices |
| Management And General | 2196 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2117 | Total |
| Management And General | 2117 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22300 | Total |
| Program Services | 22300 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14137 | Total |
| Management And General | 14137 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12338 | Total |
| Program Services | 1990 | ProgramServices |
| Management And General | 10348 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517 | Total |
| Management And General | 1517 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4598 | Total |
| Program Services | 4598 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9109 | Total |
| Management And General | 9109 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 1492 | 1492 | |
| FOOD EXPENSE | 1342 | 1342 | |
| AMORTIZATION | 828 | 828 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207000 | Total |
| Program Services | 128596 | ProgramServices |
| Management And General | 78404 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13570 | BOY |
| EOY | 33220 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930 | BOY |
| EOY | 7443 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13776 | BOY |
| EOY | 10106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22990 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11112 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16476 | BOY |
| EOY | 11878 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3036 | BOY |
| EOY | 2208 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47788 | BOY |
| EOY | 64855 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18025 | BOY |
| EOY | 22498 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41838 | BOY |
| EOY | 50058 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59863 | BOY |
| EOY | 72556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12575 | BOY |
| EOY | -8201 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12075 | BOY |
| EOY | -7701 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47788 | BOY |
| EOY | 64855 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4374 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 Minus2 Years | 154900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 139300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149347 | CurrentTaxYear |
| Total | 443547 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 9729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44966 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62027 | CurrentTaxYear |
| Total | 116722 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 164629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 184266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211374 | CurrentTaxYear |
| Total | 560269 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 150050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 135000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 135000 | CurrentTaxYear |
| Total | 420050 | 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 Minus2 Years | 150050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 135000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 135000 | CurrentTaxYear |
| Total | 420050 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 140219 | PublicSupportTotal509 |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6 | CurrentTaxYearMinus1Year |
| Total | 512 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 165135 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 184272 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211374 | CurrentTaxYear |
| Total | 560781 | 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 D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22990 | OtherCostOrOtherBasis |
| Depreciation | 11112 | Depreciation |
| Book Value | 11878 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11878 | TotalOfBookValueLandBuildings |
| Total Revenue | 211374 | TotalRevenue |
| Total Expenses | 207000 | TotalExpenses |
| Excess Or Deficit For Year | 4374 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 4374 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 211374 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 211374 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 211374 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 207000 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 207000 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 207000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA A DOYLE | |||||||||||||
| 0 | 257425 | 0 | 85898 | 0 | 0 | 0 | 9800 | 0 | 23100 | 0 | 376223 | 0 | 0 |
| JANET D SILVERMAN | |||||||||||||
| 0 | 137113 | 0 | 1954 | 0 | 0 | 0 | 5536 | 0 | 23524 | 0 | 168127 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | PART II: IN 2011, BARBARA DOYLE RECEIVED $80,000 IN COMPENSATION CONSIDERED BY CARLETON-WILLARD HOMES, INC. TO BE CATCH UP FOR RETIREMENT BENEFITS, BASED ON RESPONSIBILITY, LENGTH OF SERVICE AND COMPARISON TO OTHER COMMUNITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE GOURMET TO GO PROGRAM INSTITUTED LATE 2011 PROVIDES WEEKLY DELIVERY OF MEALS PREPARED BY THE KITCHEN AT CARLETON-WILLARD VILLAGE TO CARLETON-WILLARD AT HOME MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT MAINTAIN COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S MANAGEMENT. A DRAFT IS REVIEWED BY THE CFO AND PRESIDENT/CEO. A FINAL DRAFT IS REVIEWED BY THE BOARD OF TRUSTEES. THE FINAL 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; 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 DISCLOSED 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 15A | THE COMPENSATION COMMITTEE OF CARLETON-WILLARD HOMES, COMPRISED OF INDEPENDENT TRUSTEES, HAS THE RESPONSIBILITY OF OVERSEEING THE PROCESS OF ESTABLISHING COMPENSATION FOR THE PRESIDENT/CEO ON AN ANNUAL BASIS. ALONG WITH A REVIEW OF PERFORMANCE, THE COMMITTEE PERIODICALLY (EVERY 2 TO 3 YEARS) 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. THIS PROCESS WAS LAST COMPLETED IN 2011, INCLUDING USING THE SERVICES OF A THIRD PARTY EMPLOYMENT SPECIALIST. | |
| 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. IN ADDITION, THE FORM 990 CAN BE ACCESSED VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE. | |
| FORM 990, PART VII, SECTION A: | BARBARA DOYLE IS COMPENSATED FOR SERVICES PROVIDED TO CARLETON-WILLARD HOMES, INC. AND AFFILIATES AS PRESIDENT/CEO. BARBARA WORKS AN AVERAGE OF 60 HOURS PER WEEK IN HER POSITION AS PRESIDENT/CEO FOR CARLETON-WILLARD HOMES, INC. AND AFFILIATES. JANET D. SILVERMAN IS COMPENSATED FOR SERVICES PROVIDED TO CARLETON-WILLARD HOMES, INC. AND AFFILIATES AS CFO. JANET WORKS AN AVERAGE OF 50 HOURS PER WEEK IN HER POSITION AS CFO FOR CARLETON-WILLARD HOMES, INC. AND AFFILIATES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CARLETON-WILLARD HOMES INC | ||||||||||
| 100 OLD BILLERICA ROAD | BEDFORD | MA | 01730 | 042105844 | CONTINUING CARE RETIREMENT COMMUNITY | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| CARLETON-WILLARD FOUNDATION INC | ||||||||||
| 100 OLD BILLERICA ROAD | BEDFORD | MA | 01730 | 025785760 | SUPPORTING ORGANIZATION | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |