Carleton-Willard at Home INC FY2020 filing

Tax-deductible

Bedford, MA501(c)(3)Human ServicesEIN 26-4153105

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 homes and community.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Is it a real charity?
501(c)(3)
not on the IRS revocation list
IRS BMF · Auto-Revocation List
Are gifts tax-deductible?
Yes
Donations are tax-deductible
IRS Pub. 78 · IRS BMF
Is it filing on time?
FY2024
latest Form 990
IRS e-file · Filing history
Is it financially stable?
1 of 5
years in the black
Pt I · Ln 19 · 5 filings
How much reaches the programs?
74%
of spending
Pt IX · Ln 25 · col B
Do they have reserves?
3 mo
of spending, in cash
Pt X · Ln 1–2 · Pt I · Ln 18
Who is supporting them already?
1
named funder · $188K
Funders’ Sch. I, 990-PF
Do they carry debt?
$102K
liabilities
Pt X · Ln 26
Who oversees it?
14
independent of 15 voting board members
Pt VI · Ln 1a–1b
Revenue
$248K
Spent
$244K
To programs
74%
Net assets
−$17K
By yearFY2020–FY2024
Revenue
$248K
FY2020
Revenue by fiscal year
FY2020$248K
FY2021$267K
FY2022$274K
FY2023$290K
FY2024$310K
Expenses
$244K
FY2020
Expenses by fiscal year
FY2020$244K
FY2021$281K
FY2022$291K
FY2023$291K
FY2024$312K
Net assets
−$17K
FY2020
Net assets by fiscal year
FY2020−$17K
FY2021−$31K
FY2022−$48K
FY2023−$49K
FY2024−$51K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CCarleton-Willard at Home INC
EINHdr · item D26-4153105
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFAug 2009
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CBedford, MA
NTEE classificationIRS BMFHuman Services (P99)
WebsiteHdr · item Jwww.cwathome.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.74 Management & general $0.26
Program services74%$181K
Management & general26%$63K
Total functional expensesLn 25$244K

Financial health

Is it on solid ground?

Program efficiency
74%
of spending reaches programs
Operating runway
2.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
+1%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$85K
FY2020
Total assets by fiscal year
FY2020$85K
FY2021$42K
FY2022$63K
FY2023$48K
FY2024$52K
Total liabilities
$102K
FY2020
Total liabilities by fiscal year
FY2020$102K
FY2021$73K
FY2022$111K
FY2023$97K
FY2024$103K
Revenue less expensesPt I · Ln 19$4K
Total assetsPt X · Ln 16$85K
Program-expense ratioPt IX · col B74%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 414

Balance Sheet

Part X · end of year
CashLn 1$58K
Total assetsLn 16$85K
Total liabilitiesLn 26$102K
Total net assetsLn 32−$17K
Months of cash on handcomputed2.9

Statement of Revenue

Part VIII
Contributions & grants$150K · 61%
Program service revenue$98K · 39%
Contributions & grants61%$150K
Program service revenue39%$98K
Total revenueLn 12$248K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $58K · Operating expenses/yr $244K
2.9 months
Where the money goes
Program services
Program services $181K · Total expenses $244K
74%
Management & General
Management & general $63K · Total expenses $244K
26%
Fundraising
Fundraising $0 · Total expenses $244K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $150K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $150K · Total revenue $248K
61%
Government reliance
Government grants — · Total revenue $248K
—
Earned-income share
Program service revenue $98K · Total revenue $248K
39%
Investment reliance
Investment income $0 · Total revenue $248K
0%
Program self-sufficiency
Program service revenue $98K · Total expenses $244K
40%
Growth & trend
Revenue growth (YoY)
This year $248K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year −$17K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $248K · Expenses $244K
+1%
Liabilities-to-Assets
Total liabilities — · Total assets $85K
—
Net-asset ratio
Net assets −$17K · Total assets $85K
-20%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $85K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Barbara a Doyle · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $244K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $181K · Total expenses $244K
74%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 74%——
Overhead ratio 26%——
Fundraising cost ratio 0%——
Legal fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Judianne Tabor’s $114K as Program Director is at the 91st percentile of top reported officer pay among 2167 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021
Judianne Tabor$114,488$111,460$107,912$102,845

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Governance & Policies

Part VI
  • 15Voting board membersPt VI · Ln 1a
  • 14Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Supports seniors with services and programs for wellness and independent living.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $181K of program spending, described in the organization's own filed words · FY2020.
01

Provides assistance with day to day tasks and access to cultural, social and educational activities, health and wellness programs and volunteer opportunities to seniors of local communities. As of 12/31/2020 the program had 212 members and filled 296 requests.

$84Kprogram expense
02

Transportation services to certain medical appointments and weekly shopping included in membership fees. Additional transportation is available upon request at reasonable rates. The organization filled 231 transportation requests in 2020.

$76Kprogram expense
03

The gourmet to go program provides weekly preparation and delivery of meals to members. The organization delivered 2,536 meals in 2020.

$21Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$188K

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest $310K$312K+7% 990 PDF
FY2023 $290K$291K+6% 990 PDF
FY2022 $274K$291K+3% 990 PDF
FY2021 $267K$281K+8% 990 PDF
FY2020 Viewing $248K$244K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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