Nonprofit · EIN 26-4153105
CARLETON-WILLARD AT HOME INC
Tax-exempt · BEDFORD, MA 01730
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $310,206 | $312,240 | -$2,034 | $52,483 | $103,349 | -$50,866 |
| December 31, 2023 | 990 | $290,317 | $291,296 | -$979 | $47,930 | $96,762 | -$48,832 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $187,898
- Program service revenue
- $122,308
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $198,878
- Salaries, compensation and benefits (total)
- $233,277
- Professional fundraising fees
- $0
- Legal fees
- $5,808
- Travel
- $1,227
- Program services (functional)
- $286,643
- Management and general (functional)
- $25,597
Balance sheet and other
- Total assets, start of year
- $47,930
- Total assets, end of year
- $52,483
- Total liabilities, end of year
- $103,349
- Net assets, end of year
- -$50,866
- Net assets without donor restrictions
- -$50,866
- Gross receipts
- $310,206
- Employees
- 4
- Volunteers
- 14
- Year formed
- 2009
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER J GOLEN | PRESIDENT & CEO Officer | 5.4 | $0 | $447,658 | $60,724 |
| MICHAEL P MATTHEWS | CHIEF FINANCIAL OFFICER Officer | 5.4 | $0 | $311,886 | $15,547 |
| JUDIANNE TABOR | PROGRAM DIRECTOR Highest-paid employee | 40 | $114,488 | $0 | $4,390 |
| CHRISTOPHER ANDERSON | TRUSTEE (THRU 11/23/24) Trustee or director | 0.2 | $0 | $0 | $0 |
| WILLIAM W GALLAGHER III | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| REV JOHN C LOMBARD D MIN | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| SUSAN MILNE | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| JAMES A SALTONSTALL | TRUSTEE Trustee or director | 0.7 | $0 | $0 | $0 |
| THOMAS SWAIM | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| RICHARD TAYLOR | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| REV CHRISTOPHER WENDELL | TRUSTEE (THRU 12/24/24) Trustee or director | 0.2 | $0 | $0 | $0 |
| THEODORE HANSELMAN | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| ANN MARIE TEUBER LMFT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RUTH W PIPER | VICE-CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JEFFREY R WILLIAMS | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADELE GERMAIN PURVIS | SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARBARA A DOYLE | PRESIDENT & CEO (THRU 5/5/23) Officer | 5.4 | $0 | $331,574 | $14,843 |
| CHRISTOPHER GOLEN | PRESIDENT & CEO (AS OF 4/24/23) Officer | 5.4 | $0 | $295,780 | $24,061 |
| JANET D SILVERMAN | CFO (THRU 6/29/23) Officer | 5.4 | $0 | $216,211 | $16,352 |
| MICHAEL MATTHEWS | CFO (AS OF 5/10/23) Officer | 2.4 | $0 | $178,500 | $962 |
| JUDIANNE TABOR | PROGRAM DIRECTOR Highest-paid employee | 40 | $111,460 | $0 | $4,164 |
| CHRISTOPHER ANDERSON | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| WILLIAM W GALLAGHER III | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| REV JOHN C LOMBARD D MIN | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| SUSAN MILNE | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| JAMES A SALTONSTALL | TRUSTEE Trustee or director | 0.7 | $0 | $0 | $0 |
| THOMAS SWAIM | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| RICHARD TAYLOR | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| REV CHRISTOPHER WENDELL | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| THEODORE HANSELMAN | TRUSTEE Trustee or director | 0.2 | $0 | $0 | $0 |
| ANN MARIE TEUBER LMFT | CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| RUTH W PIPER | VICE-CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| JEFFREY R WILLIAMS | TREASURER (AS OF 6/15/23) Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WILLIAM W JACKSON | TREASURER (THRU 4/20/23) Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ADELE GERMAIN PURVIS | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 OLD BILLERICA RD, BEDFORD, MA 01730-1267
- In care of
- % CAROL BENNETT
- 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.CWATHOME.ORG
- Return prepared by
- RSM US LLP
Mission
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.
Program accomplishments
- 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.Expenses $183,010 · revenue $83,521
- 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.Expenses $76,096 · revenue $2,807
- THE GOURMET TO GO PROGRAM PROVIDES WEEKLY MEAL PREPARATION AND DELIVERY TO MEMBERS. THE ORGANIZATION PROVIDED 4,198 MEALS IN 2024.Expenses $27,537 · revenue $35,980
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
- 26-4153105
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $52,483
- Income (IRS master file)
- $310,206
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $310,206 | $312,240 | $52,483 | XML |
| 990 | December 2023 | $290,317 | $291,296 | $47,930 | XML |
| 990 | December 2022 | $274,218 | $291,489 | $62,953 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 26-4153105).
Questions about CARLETON-WILLARD AT HOME INC
- What is the EIN of CARLETON-WILLARD AT HOME INC?
- The employer identification number (EIN) of CARLETON-WILLARD AT HOME INC is 26-4153105.
- Is CARLETON-WILLARD AT HOME INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to CARLETON-WILLARD AT HOME INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARLETON-WILLARD AT HOME 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 AT HOME 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 AT HOME 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 AT HOME INC?
- The 990 for the year ended December 31, 2024 names CHRISTOPHER J GOLEN.
- Who are the officers and directors of CARLETON-WILLARD AT HOME INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization.
- How much revenue does CARLETON-WILLARD AT HOME INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $310,206, expenses of $312,240 and total assets of $52,483 at year end.
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