2012-11-15T10:18:11-06:00 2011-12-31 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2011-01-01 264153105 CARLETON-WILLARD AT HOME INC CARL 7812758700 100 OLD BILLERICA ROAD BEDFORD MA 01730 RSM MCGLADREY INC 7812758700 2012-11-15 1 LYNNE JOHNSON P00757336 6179129000 2011 2016-02-24 21:20:13Z BARBARA A DOYLE 100 OLD BILLERICA ROAD BEDFORD MA 01730 211374 0 X WWW.CWVILLAGE.ORG X 2009 MA 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. 14 13 2 10 0 0 0 149347 0 62027 0 0 0 0 0 211374 0 50 0 0 0 137172 0 0 0 0 69778 0 207000 0 4374 47788 64855 59863 72556 -12075 -7701 X 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. 1 0 58308 50 58134 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. 68946 2707 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. 1342 1186 THE GOURMET TO GO PROGRAM PROVIDES WEEKLY DELIVERY OF MEALS TO MEMBERS. THE ORGANIZATION DELIVERED 167 MEALS IN 2011. 128596 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 4 0 2 1 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 1 0 0 MA X JANET D SILVERMAN CFO 7812758700 100 OLD BILLERICA ROAD BEDFORD MA 01730 X BARBARA A DOYLE 5.00 X X 0 343323 32900 MARY B JOHNSON 1.00 X X 0 0 0 BARBARA A CLIFFORD 1.00 X X 0 0 0 WILLIAM W JACKSON 1.00 X X 0 0 0 REV JOHN C LOMBARD D MIN 1.00 X X 0 0 0 ROBERT G CROCKER 1.00 X 0 0 0 WILLIAM W GALLAGHER III 1.00 X 0 0 0 WILLIAM C HAYS ESQ 1.00 X 0 0 0 RUTH W PIPER 1.00 X 0 0 0 JAMES A SALTONSTALL 1.00 X 0 0 0 MORGAN K SMITH 1.00 X 0 0 0 GEORGE H STEPHENSON 1.00 X 0 0 0 DR HENRY W VAILLANT 1.00 X 0 0 0 CHRISTOPHER F WOLF 1.00 X 0 0 0 DAVID DAWSON MD 1.00 X 0 0 0 JOHN F RENO 1.00 X 0 0 0 JANET D SILVERMAN 2.00 X 0 139067 29060 0 482390 61960 0 0 1 0 0 149347 149347 MEMBERSHIP FEES 812900 55428 55428 TRANSPORTATION REVENUE 480000 2707 2707 ACTIVITIES FEES 900099 2706 2706 MEALS 900099 1186 1186 62027 211374 62027 0 0 50 50 94133 66904 27229 4116 2925 1191 31352 22284 9068 7571 5375 2196 2117 2117 22300 22300 14137 14137 12338 1990 10348 1517 1517 4598 4598 9109 9109 MISCELLANEOUS EXPENSES 1492 1492 FOOD EXPENSE 1342 1342 AMORTIZATION 828 828 207000 128596 78404 0 13570 33220 930 7443 13776 10106 22990 11112 16476 11878 3036 2208 47788 64855 18025 22498 41838 50058 59863 72556 X -12575 -8201 500 500 -12075 -7701 47788 64855 4374 0 X 0 1 1 X 0 X 154900 139300 149347 443547 9729 44966 62027 116722 164629 184266 211374 560269 150050 135000 135000 420050 0 150050 135000 135000 420050 140219 506 6 512 165135 184272 211374 560781 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22990 11112 11878 11878 211374 207000 4374 4374 211374 0 211374 0 211374 207000 0 207000 0 207000 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 0 0 0 0 0 0 0 0 0 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 PART I, LINE 7 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. 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. 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0