Nonprofit · EIN 04-2105844
CARLETON WILLARD HOMES INC
Tax-exempt · BEDFORD, MA 01730
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $44,827,334 | $42,756,846 | $2,070,488 | $94,652,564 | $63,054,026 | $31,598,538 |
| December 31, 2023 | 990 | $41,197,489 | $41,632,017 | -$434,528 | $85,282,808 | $61,514,856 | $23,767,952 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $412,391
- Program service revenue
- $43,424,232
- Investment income
- $985,030
- Net rental income
- $5,681
- Net gain from sales of assets
- $95,025
- Other revenue
- $5,681
Expenses
- Grants and similar amounts paid
- $305,235
- Compensation of officers, directors and key employees
- $835,815
- Other salaries and wages
- $19,788,229
- Salaries, compensation and benefits (total)
- $25,019,160
- Professional fundraising fees
- $0
- Legal fees
- $62,268
- Accounting fees
- $142,540
- Occupancy
- $2,526,630
- Travel
- $13,941
- Depreciation
- $3,490,533
- Program services (functional)
- $35,969,839
- Management and general (functional)
- $6,729,777
- Fundraising (functional)
- $57,230
Balance sheet and other
- Total assets, start of year
- $85,282,808
- Total assets, end of year
- $94,652,564
- Total liabilities, end of year
- $63,054,026
- Net assets, end of year
- $31,598,538
- Land, buildings and equipment
- $40,444,922
- Publicly traded securities
- $44,598,472
- Net assets without donor restrictions
- $27,643,394
- Net assets with donor restrictions
- $3,955,144
- Gross receipts
- $60,949,730
- Employees
- 523
- Volunteers
- 50
- Year formed
- 1980
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER J GOLEN | PRESIDENT/CEO Officer | 60 | $447,658 | $60,724 |
| MICHAEL P MATTHEWS | CHIEF FINANCIAL OFFICER Officer | 60 | $311,886 | $15,547 |
| KIM MARSDEN-IANIRO | CHIEF HUMAN RESOURCES OFFICER Highest-paid employee | 60 | $259,174 | $26,256 |
| ANNE BRENNAN | ADMINISTRATOR Highest-paid employee | 50 | $240,282 | $10,548 |
| BRIAN BUTLER | DIRECTOR OF FACILITIES Highest-paid employee | 50 | $235,603 | $10,648 |
| KATHY CROSBY | DIRECTOR OF SALES Highest-paid employee | 50 | $215,708 | $22,541 |
| REAGAN VETREE | DIRECTOR OF DINING Highest-paid employee | 50 | $179,741 | $48,370 |
| CHRISTOPHER ANDERSON | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| JOHN E CUPPLES | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| MALCOM CREIGHTON | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| WILLIAM W GALLAGHER III | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| THEODORE HANSELMAN | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| PAUL HARRISON JR | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| MARGARET HOAG | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| REV JOHN C LOMBARD D MIN | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUTH W PIPER | TRUSTEE Trustee or director | 0.9 | $0 |
| JAMES A SALTONSTALL | TRUSTEE Trustee or director | 0.9 | $0 |
| NICHOLAS SCHMALZ | TRUSTEE Trustee or director | 0.9 | $0 |
| CATHLEEN SUMMERS | TRUSTEE Trustee or director | 0.9 | $0 |
| ANN MARIE TEUBER LMFT | TRUSTEE Trustee or director | 0.9 | $0 |
| BRENDA WENNING | TRUSTEE Trustee or director | 0.9 | $0 |
| CHRIS WOLFE | TRUSTEE Trustee or director | 0.9 | $0 |
| JOHN GLASER | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| TOM WOODHOUSE | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JEFFREY R WILLIAMS | TREASURER Trustee or director, Officer | 1 | $0 |
| ADRIENNE SMITH | CLERK Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARBARA A DOYLE | PRESIDENT & CEO (THRU 5/5/23) Officer | 60 | $331,574 | $14,843 |
| CHRISTOPHER GOLEN | PRESIDENT & CEO (AS OF 4/24/23) Officer | 60 | $295,780 | $24,061 |
| ANNE BRENNAN | ADMINISTRATOR Highest-paid employee | 50 | $228,361 | $10,096 |
| JANET D SILVERMAN | CFO (THRU 6/29/23) Officer | 50 | $216,211 | $16,352 |
| SUSAN CUSSON | CLINIC DIRECTOR Highest-paid employee | 40 | $186,416 | $19,832 |
| LEA POULIN | DIRECTOR OF NURSES Highest-paid employee | 40 | $164,601 | $39,882 |
| BRIAN BUTLER | DIRECTOR OF FACILITIES Highest-paid employee | 50 | $201,137 | $2,930 |
| KATHLEEN CROSBY | DIRECTOR OF SALES Highest-paid employee | 40 | $180,821 | $20,077 |
| MICHAEL MATTHEWS | CFO (AS OF 5/10/23) Officer | 50 | $178,500 | $962 |
| CHRISTOPHER ANDERSON | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| MALCOM CREIGHTON | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| WILLIAM W GALLAGHER III | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| PAUL HARRISON JR | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| REV JOHN C LOMBARD D MIN | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| RUTH W PIPER | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| JAMES A SALTONSTALL | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| ANN MARIE TEUBER LMFT | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| THEODORE HANSELMAN | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| MARGARET HOAG | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| NICHOLAS SCHMALZ | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| JACKIE SHAW | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| CATHLEEN SUMMERS | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| BRENDA WENNING | TRUSTEE Trustee or director | 0.9 | $0 | $0 |
| JOHN GLASER | BOARD CHAIR (AS OF 6/15/23) Trustee or director, Officer | 3 | $0 | $0 |
| JOHN E CUPPLES | BOARD CHAIR (THRU 6/15/23) Trustee or director, Officer | 3 | $0 | $0 |
| TOM WOODHOUSE | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY R WILLIAMS | TREASURER (AS OF 6/15/23) Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM W JACKSON | TREASURER (THRU 4/20/23) Trustee or director, Officer | 1 | $0 | $0 |
| ADRIENNE SMITH | CLERK Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 OLD BILLERICA RD, BEDFORD, MA 01730-1267
- Principal officer (990 for 2024)
- CHRISTOPHER J GOLEN, 100 OLD BILLERICA ROAD, BEDFORD, MA 01730
- Signed the 990
- CHRISTOPHER J GOLEN, PRESIDENT & CEO
- Phone
- (781) 275-8700
- Website
- WWW.CWVILLAGE.ORG
- Return prepared by
- RSM US LLP
Mission
CONTINUING THE LEGACY FROM 1884, CARLETON-WILLARD HAS BEEN A RESPECTED AND PROGRESSIVE LEADER IN PROVIDING COMPREHENSIVE SERVICES AND SUPPORT FOR OLDER ADULTS. WE PROVIDE OUTSTANDING FACILITIES AND SERVICES, A CARING AND DEDICATED STAFF AND AN ACTIVE AND VIBRANT COMMUNITY BUILT IN COLLABORATION WITH THOSE WE SERVE.
Program accomplishments
- OPERATING A 100 BED SKILLED NURSING FACILITY AND A 79 BED REST HOME FOR APPROXIMATELY 141 RESIDENTS. SKILLED NURSING PROVIDES LONG TERM CARE, SHORT TERM STAYS/REHABILITATION AND DEMENTIA/ALZHEIMER CARE IN A DISTINCT, AWARD WINNING UNIT. SUPPORTIVE CARE IS PROVIDED IN THE REST HOME AREA OF THE VILLAGE TO THOSE REQUIRING VARIOUS SUPPORTIVE SERVICES WHILE NOT INFRINGING ON RESIDENT'S CAPABILITIES. BOTH SKILLED NURSING AND SUPPORTIVE CARE SERVICES ARE AVAILABLE TO INDEPENDENT RESIDENTS OF CARLETON-WILLARD AND TO SENIORS FROM SURROUNDING COMMUNITIES.Expenses $24,881,750 · grants $3,500 · revenue $25,382,722
- OPERATES A COMMUNITY WITH 152 INDEPENDENT LIVING UNITS SERVICING APPROXIMATELY 181 INDIVIDUALS. ACCOMMODATIONS INCLUDE DAILY MEALS, WEEKLY HOUSEKEEPING AND LINEN SERVICES, TRANSPORTATION TO MEDICAL APPOINTMENTS, LOCAL SHOPPING AND ONSITE ACTIVITIES, MOST UTILITIES, TRASH REMOVAL AND RECYCLING, PARKING, 24/7 SECURITY, IN-UNIT EMERGENCY MONITORING SYSTEM, FITNESS CENTER, CRAFT STUDIO, WOODWORKING SHOP, COMPUTER CENTER, LIBRARY AND AN EXTENSIVE ACTIVITY PROGRAM. ADDITIONALLY, RESIDENTS HAVE THE CONVENIENCE OF ON-SITE BANKING, AN INDOOR POOL, GENERAL STORE/GIFT SHOP, FLORIST, BEAUTY SALON AND ACCESS TO ORGANIZED ACTIVITIES BEYOND THE COMMUNITY.Expenses $9,678,581 · grants $105,126 · revenue $17,803,076
- OPERATES AN ON-SITE OUTPATIENT CLINIC SERVING APPROXIMATELY 215 RESIDENTS FROM CARLETON-WILLARD'S INDEPENDENT AND ASSISTANCE IN LIVING PROGRAMS. COMPREHENSIVE SERVICES AVAILABLE THROUGH THE CLINIC INCLUDE ROUTINE AND URGENT OUTPATIENT CARE, SCHEDULED APPOINTMENTS IN A VARIETY OF SPECIALTIES INCLUDING OPHTHALMOLOGY, PODIATRY, DERMATOLOGY, PSYCHIATRY, AUDIOLOGY AND PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES. STAFFED BY A FULLTIME NURSE PRACTITIONER AND OTHER CLINIC STAFF.Expenses $1,221,610 · grants $8,711 · revenue $238,434
- ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CARLETON-WILLARD AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES.Expenses $187,898 · grants $187,898
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2105844
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1928
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $94,652,564
- Income (IRS master file)
- $60,949,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $44,827,334 | $42,756,846 | $94,652,564 | IRS |
| 990 | December 2023 | $41,197,489 | $41,632,017 | $85,282,808 | XML |
| 990 | December 2022 | $37,934,919 | $40,466,272 | $79,643,744 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2105844).
Questions about CARLETON WILLARD HOMES INC
- What is the EIN of CARLETON WILLARD HOMES INC?
- The employer identification number (EIN) of CARLETON WILLARD HOMES INC is 04-2105844.
- Is CARLETON WILLARD HOMES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1928.
- Are donations to CARLETON WILLARD HOMES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARLETON WILLARD HOMES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARLETON WILLARD HOMES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLETON WILLARD HOMES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CARLETON WILLARD HOMES INC?
- The 990 for the year ended December 31, 2024 names CHRISTOPHER J GOLEN.
- Who are the officers and directors of CARLETON WILLARD HOMES INC?
- The 990 for the year ended December 31, 2024 lists 26 people; 7 received compensation from the organization, the highest $447,658 (CHRISTOPHER J GOLEN, PRESIDENT/CEO).
- How much revenue does CARLETON WILLARD HOMES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $44,827,334, expenses of $42,756,846 and total assets of $94,652,564 at year end.
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