Civic Intelligence

Carleton-Willard Foundation Inc.

990 • Fiscal year 2014 • EIN 20-5785760

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

100 Old Billerica RoadBedford, MA 01730

(781) 275-8700

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.25x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

3.65x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

98th percentile

$382,132

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 750.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

7.9%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$735,207

Up $2,180 (+0.3%) from 2013

Net Assets

Down

$549,051

Down $1,449 (-0.3%) from 2013

Liabilities

Up

$186,156

Up $3,629 (+2.0%) from 2013

Revenue

Up

$50,953

Up $3,738 (+7.9%) from 2013

Expenses

Down

$42,353

Down $6,477 (-13%) from 2013

Net Income

Up

$8,600

Up $10,215 (+633%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $531,183Liabilities 2010: $38,077Net Assets 2010: $493,1062010Assets 2011: $588,123Liabilities 2011: $55,190Net Assets 2011: $532,9332011Assets 2012: $681,101Liabilities 2012: $137,637Net Assets 2012: $543,4642012Assets 2013: $733,027Liabilities 2013: $182,527Net Assets 2013: $550,5002013Assets 2014: $735,207Liabilities 2014: $186,156Net Assets 2014: $549,0512014Assets 2015: $701,667Liabilities 2015: $185,657Net Assets 2015: $516,0102015Assets 2016: $710,829Liabilities 2016: $200,673Net Assets 2016: $510,1562016Assets 2017: $716,488Liabilities 2017: $184,832Net Assets 2017: $531,6562017Assets 2018: $667,685Liabilities 2018: $184,619Net Assets 2018: $483,0662018Assets 2019: $760,339Liabilities 2019: $208,199Net Assets 2019: $552,1402019Assets 2020: $835,070Liabilities 2020: $214,246Net Assets 2020: $620,8242020Assets 2021: $919,157Liabilities 2021: $214,246Net Assets 2021: $704,9112021Assets 2022: $809,772Liabilities 2022: $212,092Net Assets 2022: $597,6802022Assets 2023: $934,508Liabilities 2023: $213,157Net Assets 2023: $721,3512023Assets 2024: $1,197,069Liabilities 2024: $246,414Net Assets 2024: $950,6552024

Highlighted filing

2014

Assets$735,207
Liabilities$186,156
Net Assets$549,051

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $30,654Expenses 2010: $55,189Net Income 2010: -$24,5352010Expenses 2011: $40,2742011Expenses 2012: $48,1062012Revenue 2013: $47,215Expenses 2013: $48,830Net Income 2013: -$1,6152013Revenue 2014: $50,953Expenses 2014: $42,353Net Income 2014: $8,6002014Revenue 2015: $38,477Expenses 2015: $49,817Net Income 2015: -$11,3402015Revenue 2016: $39,113Expenses 2016: $46,795Net Income 2016: -$7,6822016Revenue 2017: $35,606Expenses 2017: $46,228Net Income 2017: -$10,6222017Revenue 2018: $47,014Expenses 2018: $46,938Net Income 2018: $762018Revenue 2019: $33,623Expenses 2019: $50,360Net Income 2019: -$16,7372019Revenue 2020: $19,667Expenses 2020: $18,030Net Income 2020: $1,6372020Revenue 2021: $16,742Expenses 2021: $24,893Net Income 2021: -$8,1512021Revenue 2022: $11,411Expenses 2022: $14,389Net Income 2022: -$2,9782022Revenue 2023: $37,867Expenses 2023: $3,838Net Income 2023: $34,0292023Revenue 2024: $185,716Expenses 2024: $56,996Net Income 2024: $128,7202024

Highlighted filing

2014

Revenue$50,953
Expenses$42,353
Net Income$8,600
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$50,953
Mission and Program Overview

Mission

The foundation was established as a fundraising resource for carleton-willard homes, inc.(cwh), to support cwh in carrying out its exempt purpose, that of helping the elderly with their housing, medical and social needs.

The foundation was established as a fundraising resource for carleton-willard homes, inc.(cwh), to support cwh in carrying out its exempt purpose, that of helping elderly with their housing, medical and social needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$521,759$539,669▲ $17,910
Cash and Non-Interest-Bearing Accounts$126,952$119,530▼ $7,422
Total Assets$733,027$735,207▲ $2,180
Other Assets Total$84,316$76,008▼ $8,308
Liabilities
Other Liabilities$177,664$183,869▲ $6,205
Accounts Payable and Accrued Expenses$4,863$2,287▼ $2,576
Total Liabilities$182,527$186,156▲ $3,629
Net Assets / Fund Balance
Unrestricted Net Assets$547,400$545,951▼ $1,449
Temporarily Rstr Net Assets$3,100$3,100→ $0
Total Net Assets Fund Balance$550,500$549,051▼ $1,449
Total Liabilities and Net Assets / Fund Balance$733,027$735,207▲ $2,180

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$73,613--
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$5,255
Program Service Revenue
$17,702
Investment Income
$20,221
Other Revenue
$7,775
All Other Contributions
$5,255
Change in Net Assets
$8,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$50,953
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-10,049
Total Revenue per Audited Statements
$40,904
Total Revenue per Form 990
$50,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,802
Other Expenses$1,551
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,802--$40,802
Other Expenses$1,481--$1,481
Office Expenses$70--$70
Total Functional Expenses$42,353$0$0$42,353

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$42,353
Total Expenses per Audited Statements$42,353
Total Expenses per Form 990$42,353
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wheels of Life - Town of BedfordBedford, MA501(c)(3)Provide Medical Transportation Services to Seniors in the Town of Bedford$20,000
Minuteman Senior ServicesBedford, MA-Provide Lunch to Seniors in the Town of Bedford Three Times a Week-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Carleton-willard Homes, Inc. (a Related Organization)$183,869
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole member of the organization is carleton-willard homes, inc.

Form 990, Part VI, Section A, Line 7A

The organization's sole member, carleton-willard homes, inc. Has the power to appoint the members of the governing body.

Form 990, Part VI, Section A, Line 8B

The foundation does not maintain committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The 990 is prepared by the organization's accounting firm based on information provided by the organization's management. A draft is reviewed by the cfo and president/ceo and necessary changes are made. A final draft is reviewed by the finance committee of the board of trustees. After review by the finance committee, the form 990 with supporting schedules, is distributed to all voting members of the board of trustees prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

On an annual basis, trustees and key employees (president/ceo and cfo) are required to complete a conflict of interest disclosure form. The disclosures are reviewed by the president/ceo and any conflict of interest is reported to the board of trustees. Persons with a conflict of interest are prohibited from participating in the governing body's deliberations and decisions in the related transaction.

Form 990, Part VI, Section B, Line 15

The compensation committee of carleton-willard homes, comprised of independent trustees, has the responsibility of overseeing the process of establishing compensation for the president/ceo on an annual basis. Along with a review of performance, the committee periodically (every 2 to 3 years) utilizes the services of an independent, third party employment specialist in determining appropriate compensation comparability data considering the individual's responsibilities, education background, experience, longevity and industry standing. The compensation committee presents the compensation recommendation to the board of trustees for approval. This process was last undertaken in 2014, except for using the services of an employment specialist.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, form 990 and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 can be accessed via guidestar and the massachusetts attorney general website.

Filing and Contact Details

Filer

Filer Name
Carleton-willard Foundation Inc
EIN
20-5785760
Phone
7812758700
Address
100 OLD BILLERICA ROAD, BEDFORD, MA 01730

Signing Officer

Name
Barbara a Doyle
Title
President & CEO
Phone
7812758700
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara a Doyle
Formed
2006
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
17

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129-3742
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization follows fasb asc 740, "income taxes", which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The organization recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities. Management evaluated the organization's tax positions and concluded that the organization had no material uncertainties in income taxes as of december 31, 2014 and 2013. The organization is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for the years before 2011. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.

Raw XML AppendixShowing 400 of 594 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04863
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02287
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION WAS ESTABLISHED AS A FUNDRAISING RESOURCE FOR CARLETON-WILLARD HOMES, INC.(CWH), TO SUPPORT CWH IN CARRYING OUT ITS EXEMPT PURPOSE, THAT OF HELPING ELDERLY WITH THEIR HOUSING, MEDICAL AND SOCIAL NEEDS.
IRS990/AllOtherContributionsAmt05255
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANET D SILVERMAN
IRS990/BooksInCareOfDetail/PhoneNum07812758700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 OLD BILLERICA ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEDFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001730
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0126952
IRS990/CashNonInterestBearingGrp/EOYAmt0119530
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05255
IRS990/CYGrantsAndSimilarPaidAmt040802
IRS990/CYInvestmentIncomeAmt020221
IRS990/CYOtherExpensesAmt01551
IRS990/CYOtherRevenueAmt07775
IRS990/CYProgramServiceRevenueAmt017702
IRS990/CYRevenuesLessExpensesAmt08600
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt042353
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050953
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDES GRANTS TO THE TOWN OF BEDFORD TO OPERATE WHEELS OF LIFE PROGRAM PROVIDING SENIORS IN THE TOWN OF BEDFORD WITH TRANSPORTATION TO MEDICAL APPOINTMENTS. OVER 300 TRIPS WERE PROVIDED IN 2014.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt265.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt88.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt118.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt171.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1852.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt244367
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1833348
IRS990/Form990PartVIISectionAGrp/PersonNm0ANN MARIE TEUBER LMFT
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA A CLIFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA A DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm3CATHERINE B DAMON
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES A WELCH MD
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER F WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm6GEORGE H STEPHENSON
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES A SALTONSTALL
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN E CUPPLES
IRS990/Form990PartVIISectionAGrp/PersonNm9JUDITH D HOOD
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY B JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm11PRISCILLA H MOTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12REV JOHN C LOMBARD D MIN
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT G CROCKER
IRS990/Form990PartVIISectionAGrp/PersonNm14RUTH W PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm15WILLIAM C HAYS ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM W GALLAGHER III
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM W JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm18JANET D SILVERMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2337765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18168028
IRS990/Form990PartVIISectionAGrp/TitleTxt0CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT/CEO/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE - RESIGNED IN 2014
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08297
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt040802
IRS990/GrantsToDomesticOrgsGrp/TotalAmt040802
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08297
IRS990/GrossReceiptsAmt050953
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011924
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011924
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0521759
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0539669
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS ESTABLISHED AS A FUNDRAISING RESOURCE FOR CARLETON-WILLARD HOMES, INC.(CWH), TO SUPPORT CWH IN CARRYING OUT ITS EXEMPT PURPOSE, THAT OF HELPING ELDERLY WITH THEIR HOUSING, MEDICAL AND SOCIAL NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0550500
IRS990/NetAssetsOrFundBalancesEOYAmt0549051
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08297
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08297
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-10049
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt070
IRS990/OfficeExpensesGrp/TotalAmt070
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt084316
IRS990/OtherAssetsTotalGrp/EOYAmt076008
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt01481
IRS990/OtherExpensesGrp/TotalAmt01481
IRS990/OtherLiabilitiesGrp/BOYAmt0177664
IRS990/OtherLiabilitiesGrp/EOYAmt0183869
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT FEES REFUND
IRS990/OtherRevenueMiscGrp/ExclusionAmt07775
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07775
IRS990/OtherRevenueTotalAmt07775
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA A DOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0722210
IRS990/ProgramServiceRevenueGrp/Desc0MEALS OUTREACH INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017702
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017702
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES LUNCH MEALS TO SENIORS IN THE TOWN OF BEDFORD THROUGH MINUTEMAN SENIOR SERVICES THREE TIMES A WEEK. OVER 5,000 MEALS WERE PROVIDED IN 2014.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022353
IRS990/ProgSrvcAccomActy2Grp/GrantAmt020802
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017702
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017205
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt042849
IRS990/PYInvestmentIncomeAmt013237
IRS990/PYOtherExpensesAmt05981
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt016773
IRS990/PYRevenuesLessExpensesAmt0-1615
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt048830
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047215
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08600
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042105844
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CARLETON-WILLARD HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt042353
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-10049
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02395
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt173613
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCOUNT RECEIVABLE - OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM CARLETON-WILLARD HOMES, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0183869
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CARLETON-WILLARD HOMES, INC. (A RELATED ORGANIZATION)
IRS990ScheduleD/RevenueNotReportedAmt0-10049
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt050953
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2014 AND 2013. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2011. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt076008
IRS990ScheduleD/TotalExpensesPerForm990Amt042353
IRS990ScheduleD/TotalLiabilityAmt0183869
IRS990ScheduleD/TotalRevenuePerForm990Amt050953
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt040904
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt042353
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt020802
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0FOOD & SERVICES PROVIDED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE MEDICAL TRANSPORTATION SERVICES TO SENIORS IN THE TOWN OF BEDFORD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE LUNCH TO SENIORS IN THE TOWN OF BEDFORD THREE TIMES A WEEK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WHEELS OF LIFE - TOWN OF BEDFORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MINUTEMAN SENIOR SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0042587212
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010 MUDGE WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt126 CROSBY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BEDFORD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.25$0.95$0.19$0.06$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.21$0.72$0.04$0.00$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.21$0.60$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.21$0.70$0.02$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.21$0.62$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.21$0.55$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.18$0.48$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.18$0.53$0.04$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.20$0.51$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.19$0.52$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.19$0.55$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.18$0.55$0.05$0.05$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.14$0.54$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.06$0.53$0.04
2010Summary only. Only limited summary data is available for this year.$0.53$0.04$0.49$0.03$0.06$0.02