Carleton-Willard at Home INC FY2021 filing

Tax-deductible

Bedford, MA501(c)(3)Human ServicesEIN 26-4153105Revenue $267K in FY2021

On file with the IRScwathome.org100 Old Billerica Rd, 01730-1267 · Bedford, MATax-exempt since Aug 2009Publicly supported — 509(a)(2)

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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.
77¢ of each $1 spent went to programs.
$103K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $6K a year · 2% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$103K
to officers and key staff · 37% of spending
Concern: pay to officers and key staff is 37% of spending; over 30%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $188K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$73K
173% of total assets
Concern: liabilities are 173% of assets; over 80%.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$267K
+8% vs prior year
Spent
$281K
To programs
77%
Net assets
−$31K
By yearFY2020–FY2024
Revenue
$267K
FY2021▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$248K
FY2021$267K
FY2022$274K
FY2023$290K
FY2024$310K
Expenses
$281K
FY2021▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$244K
FY2021$281K
FY2022$291K
FY2023$291K
FY2024$312K
Net assets
−$31K
FY2021▼ -83%
Tap a bar for its year
Net assets by fiscal year
FY2020−$17K
FY2021−$31K
FY2022−$48K
FY2023−$49K
FY2024−$51K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $217K Management & general 23% · $63K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $103K paid to officers and key staff.

Part VII, Section A · reportable compensation
Program Director
$102,845Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee (until 9/1/21)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee (until 2/21/21)
$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.

See Carleton-Willard at Home INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

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

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Provided by the organization

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3 programs · $217K · in their own filed words · FY2021
01

Transportation services to certain medical appointments and local shopping included in membership fees. Additional transportation is available upon request at reasonable rates. In 2021, 397 transportation requests were filled.

$101Kprogram expense
02

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 12/31/2021, CW at home had 100 members and filled 534 service requests.

$95Kprogram expense
03

The gourmet to go program provides weekly meal preparation and delivery to members. The organization provided 2,725 meals in 2021.

$21Kprogram expense

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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$267K
Ln 12
Gifts and grantsLn 1h$177K
Fees for servicesLn 2g$90K
Money outPt IX
$281K
Ln 25
Programscol B$217K
Managementcol C$63K
Owns and owesPt X
−$31K
net assets · Ln 32
Cash and savingsLn 1–2$32K
Total assetsLn 16$42K
LiabilitiesLn 26$73K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$177K
Fees for servicesLn 2g$90K
Total revenueLn 12$267K
Assets in detailPt X, end of year
CashLn 1$32K
Cash and savings togetherLn 1–2$32K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$42K
LiabilitiesLn 26$73K
Net assetsLn 32−$31K
OperationsPt I, VI
EmployeesI 56
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$58K$32K
Land, buildings, equipmentLn 10c$7K$0
Total assetsLn 16$85K$42K
LiabilitiesLn 26$102K$73K
Net assetsLn 32−$17K−$31K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$177K$125K$52K
Pension plan contributionsLn 8$4K$4K
Other employee benefitsLn 9$10K$10K
Payroll taxesLn 10$14K$9K$5K
Legal feesLn 11b$7K$7K
Other fees for servicesLn 11g$12K$12K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$3K$3K
TravelLn 17$6K$6K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$22K$22K
Total functional expensesLn 25$281K$217K$63K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $310K$312K−$2K−$51K 990 PDF
FY2023 $290K$291K−$979−$49K 990 PDF
FY2022 $274K$291K−$17K−$48K 990 PDF
FY2021 Viewing $267K$281K−$14K−$31K 990 PDF
FY2020 $248K$244K$4K−$17K 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
See the full FY2021 990 (6 parts)
Part I · Summary $266,875 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $150,000$177,000
I-9 Program service revenuePrior year $97,814$89,875
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $247,814$266,875
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $181,245$205,526
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $62,949$75,190
I-18 Total expensesPrior year $244,194$280,716
I-19 Revenue less expensesPrior year $3,620−$13,841
Part VI · Governance 13 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $266,875 across 4 lines filed
VIII-1d Related organizations$177,000
VIII-1h Total contributions, gifts and grants$177,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $89,875$89,875
VIII-12 Total revenueRelated to mission $89,875 · Unrelated business $0 · Excluded from tax $0$266,875
Part IX · Statement of functional expenses $280,716 across 12 lines filed
IX-7 Other salaries and wagesPrograms $124,961 · Management $51,762$176,723
IX-8 Pension plan contributionsPrograms $4,069$4,069
IX-9 Other employee benefitsPrograms $10,271$10,271
IX-10 Payroll taxesPrograms $9,400 · Management $5,063$14,463
IX-11b Legal feesManagement $6,583$6,583
IX-11g Other fees for servicesPrograms $12,370$12,370
IX-12 Advertising and promotionPrograms $6,787$6,787
IX-13 Office expensesPrograms $3,383$3,383
IX-17 TravelPrograms $6,421$6,421
IX-22 Depreciation, depletion and amortizationPrograms $6,502$6,502
IX-23 InsurancePrograms $11,476$11,476
IX-24 Other expenses (24a–d)Programs $21,668$21,668
IX-25 Total functional expensesPrograms $217,308 · Management $63,408 · Fundraising $0$280,716
Part X · Balance sheet $42,027 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $58,421$31,505
X-4 Accounts receivableStart of year $2,296$1,672
X-9 Prepaid expenses and deferred chargesStart of year $18,122$8,850
X-10c Land, buildings and equipment, netStart of year $6,502$0
X-16 Total assetsStart of year $85,341$42,027
X-17 Accounts payable and accrued expensesStart of year $61,251$25,462
X-19 Deferred revenueStart of year $40,831$47,147
X-26 Total liabilitiesStart of year $102,082$72,609
X-27 Net assets without donor restrictionsStart of year −$16,741−$30,582
X-32 Total net assets or fund balancesStart of year −$16,741−$30,582
X-33 Total liabilities and net assetsStart of year $85,341$42,027
Part XI · Reconciliation of net assets −$30,582 net assets at year end
XI-1 Total revenue$266,875
XI-2 Total expenses$280,716
XI-3 Revenue less expenses−$13,841
XI-4 Net assets at start of year−$16,741
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$30,582

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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