Civic Intelligence

Carleton Willard Homes Inc.

990 • Fiscal year 2010 • EIN 04-2105844

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 14, 2011

100 Old Billerica Road01730
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.66x

Higher debt load relative to assets than 74% of similar nonprofits.

2010 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$61,830,308

No earlier filing loaded for comparison.

Net Assets

$21,275,142

No earlier filing loaded for comparison.

Liabilities

$40,555,166

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$25,643,153

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $61,830,308Liabilities 2010: $40,555,166Net Assets 2010: $21,275,1422010Assets 2011: $60,477,051Liabilities 2011: $40,310,632Net Assets 2011: $20,166,4192011Assets 2012: $62,620,118Liabilities 2012: $41,015,289Net Assets 2012: $21,604,8292012Assets 2013: $65,479,830Liabilities 2013: $42,348,664Net Assets 2013: $23,131,1662013Assets 2014: $66,652,653Liabilities 2014: $42,116,363Net Assets 2014: $24,536,2902014Assets 2015: $64,523,536Liabilities 2015: $40,996,173Net Assets 2015: $23,527,3632015Assets 2016: $67,650,445Liabilities 2016: $44,088,513Net Assets 2016: $23,561,9322016Assets 2017: $74,341,289Liabilities 2017: $49,500,815Net Assets 2017: $24,840,4742017Assets 2018: $72,807,721Liabilities 2018: $51,511,459Net Assets 2018: $21,296,2622018Assets 2019: $74,802,826Liabilities 2019: $51,770,323Net Assets 2019: $23,032,5032019Assets 2020: $78,162,573Liabilities 2020: $54,870,209Net Assets 2020: $23,292,3642020Assets 2021: $84,483,009Liabilities 2021: $57,036,834Net Assets 2021: $27,446,1752021Assets 2022: $79,643,744Liabilities 2022: $59,625,160Net Assets 2022: $20,018,5842022Assets 2023: $85,282,808Liabilities 2023: $61,514,856Net Assets 2023: $23,767,9522023Assets 2024: $94,652,564Liabilities 2024: $63,054,026Net Assets 2024: $31,598,5382024

Highlighted filing

2010

Assets$61,830,308
Liabilities$40,555,166
Net Assets$21,275,142

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $25,643,1532010Expenses 2011: $26,462,6992011Expenses 2012: $27,304,1142012Revenue 2013: $28,140,792Expenses 2013: $28,435,487Net Income 2013: -$294,6952013Revenue 2014: $31,308,968Expenses 2014: $29,454,512Net Income 2014: $1,854,4562014Revenue 2015: $30,342,989Expenses 2015: $30,471,087Net Income 2015: -$128,0982015Revenue 2016: $30,543,619Expenses 2016: $31,196,149Net Income 2016: -$652,5302016Revenue 2017: $32,591,488Expenses 2017: $32,928,383Net Income 2017: -$336,8952017Revenue 2018: $32,662,364Expenses 2018: $33,857,215Net Income 2018: -$1,194,8512018Revenue 2019: $33,269,776Expenses 2019: $34,715,768Net Income 2019: -$1,445,9922019Revenue 2020: $35,765,902Expenses 2020: $36,391,059Net Income 2020: -$625,1572020Revenue 2021: $38,647,048Expenses 2021: $37,778,931Net Income 2021: $868,1172021Revenue 2022: $37,934,919Expenses 2022: $40,466,272Net Income 2022: -$2,531,3532022Revenue 2023: $41,197,489Expenses 2023: $41,632,017Net Income 2023: -$434,5282023Revenue 2024: $44,827,334Expenses 2024: $42,756,846Net Income 2024: $2,070,4882024

Highlighted filing

2010

Revenue-
Expenses$25,643,153
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$40,643,773
Mission and Program Overview

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.

Major Activities

Activity 2
Operating a 100 bed skilled nursing facility and a 79 bed rest home for approximately 161 residents. Skilled nursing provides long term care, short term stays/rehabilitation and dementia/alzheimer care in a distinct, award winning unit. Assistance in living 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 assistance in living services are available to independent residents of carleton-willard and to seniors from surrounding communities.
Activity 3
Operates an on-site outpatient clinic serving approximately 250 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.
Filing and Contact Details

Filer

EIN
04-2105844
Raw XML AppendixShowing 400 of 918 raw XML fields

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IRS990/Activity2/Description0OPERATING A 100 BED SKILLED NURSING FACILITY AND A 79 BED REST HOME FOR APPROXIMATELY 161 RESIDENTS. SKILLED NURSING PROVIDES LONG TERM CARE, SHORT TERM STAYS/REHABILITATION AND DEMENTIA/ALZHEIMER CARE IN A DISTINCT, AWARD WINNING UNIT. ASSISTANCE IN LIVING 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 ASSISTANCE IN LIVING SERVICES ARE AVAILABLE TO INDEPENDENT RESIDENTS OF CARLETON-WILLARD AND TO SENIORS FROM SURROUNDING COMMUNITIES.
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IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TREASURER
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8TRUSTEE
IRS990/Form990PartVIISectionA/Title9TRUSTEE
IRS990/Form990PartVIISectionA/Title10TRUSTEE
IRS990/Form990PartVIISectionA/Title11VICE-CHAIRMAN
IRS990/Form990PartVIISectionA/Title12TRUSTEE
IRS990/Form990PartVIISectionA/Title13TRUSTEE
IRS990/Form990PartVIISectionA/Title14TRUSTEE
IRS990/Form990PartVIISectionA/Title15TRUSTEE
IRS990/Form990PartVIISectionA/Title16TRUSTEE
IRS990/Form990PartVIISectionA/Title17CHAIRMAN
IRS990/Form990PartVIISectionA/Title18TRUSTEE
IRS990/Form990PartVIISectionA/Title19TRUSTEE
IRS990/Form990PartVIISectionA/Title20CLERK
IRS990/Form990PartVIISectionA/Title21TRUSTEE
IRS990/Form990PartVIISectionA/Title22PRESIDENT & CEO
IRS990/Form990PartVIISectionA/Title23CFO
IRS990/Form990PartVIISectionA/Title24DIRECTOR OF HR
IRS990/Form990PartVIISectionA/Title25ADMINISTRATOR
IRS990/Form990PartVIISectionA/Title26DIR OF NURSING
IRS990/Form990PartVIISectionA/Title27DIR OF FACILITIES MGMT
IRS990/Form990PartVIISectionA/Title28CLINIC DIRECTOR
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.7$63.1$31.6$44.8$42.8$2.07
2023Detailed filing. Detailed filing data is available for this year.$85.3$61.5$23.8$41.2$41.6$0.43
2022Detailed filing. Detailed filing data is available for this year.$79.6$59.6$20.0$37.9$40.5$2.53
2021Detailed filing. Detailed filing data is available for this year.$84.5$57.0$27.4$38.6$37.8$0.87
2020Detailed filing. Detailed filing data is available for this year.$78.2$54.9$23.3$35.8$36.4$0.63
2019Detailed filing. Detailed filing data is available for this year.$74.8$51.8$23.0$33.3$34.7$1.45
2018Detailed filing. Detailed filing data is available for this year.$72.8$51.5$21.3$32.7$33.9$1.19
2017Detailed filing. Detailed filing data is available for this year.$74.3$49.5$24.8$32.6$32.9$0.34
2016Detailed filing. Detailed filing data is available for this year.$67.7$44.1$23.6$30.5$31.2$0.65
2015Detailed filing. Detailed filing data is available for this year.$64.5$41.0$23.5$30.3$30.5$0.13
2014Detailed filing. Detailed filing data is available for this year.$66.7$42.1$24.5$31.3$29.5$1.85
2013Detailed filing. Detailed filing data is available for this year.$65.5$42.3$23.1$28.1$28.4$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.6$41.0$21.6$27.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$40.3$20.2$26.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.8$40.6$21.3$25.6