Civic Intelligence

Carleton-Willard Foundation Inc.

990 • Fiscal year 2018 • EIN 20-5785760

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.CWVILLAGE.ORG
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

77th percentile

0.28x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

3.93x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

99th percentile

$438,650

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 933.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

23rd percentile

-6.8%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$667,685

Down $48,803 (-6.8%) from 2017

Net Assets

Down

$483,066

Down $48,590 (-9.1%) from 2017

Liabilities

Down

$184,619

Down $213 (-0.1%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin40th percentile

Revenue

Up

$47,014

Up $11,408 (+32%) from 2017

Expenses

Up

$46,938

Up $710 (+1.5%) from 2017

Net Income

Up

$76

Up $10,698 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2018

Assets$667,685
Liabilities$184,619
Net Assets$483,066
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

2018

Revenue$47,014
Expenses$46,938
Net Income$76
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$47,014
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$457,491-
Investments in Publicly Traded Securities$589,058$103,293▼ $485,765
Cash and Non-Interest-Bearing Accounts$51,928$31,504▼ $20,424
Total Assets$716,488$667,685▼ $48,803
Other Assets Total$75,502$75,397▼ $105
Liabilities
Other Liabilities$181,592$181,477▼ $115
Accounts Payable and Accrued Expenses$3,240$3,142▼ $98
Total Liabilities$184,832$184,619▼ $213
Net Assets / Fund Balance
Unrestricted Net Assets$528,456$479,766▼ $48,690
Temporarily Rstr Net Assets$3,200$3,300▲ $100
Total Net Assets Fund Balance$531,656$483,066▼ $48,590
Total Liabilities and Net Assets / Fund Balance$716,488$667,685▼ $48,803

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$73,613--
Other Securities$126,391--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Ruth W PiperChairman
William W Gallagher IiiVice-chairman
Barbara a DoylePres/CEO/trustee
Christopher F WolfTrustee
James a SaltonstallTrustee
John E CupplesTrustee
Rev John C Lombard D MinTrustee
Robert G CrockerTrustee
William C Hays EsqTrustee
Adrienne SmithTrustee (from 6/21/2018)
Jeff Skerry EsqTrustee (from 6/21/2018)
Paul Harrison JrTrustee (from 6/21/2018)
Tom WoodhouseTrustee (from 6/21/2018)
Barbara a CliffordTrustee (until 6/21/2018)
Judith D HoodTrustee (until 6/21/2018)
Janet D SilvermanCFO
Ann Marie Teuber LmftClerk
William W JacksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,505
Program Service Revenue
$17,979
Investment Income
$23,530
Other Revenue
$0
All Other Contributions
$5,505
Change in Net Assets
$76

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,101
Revenue Not Reported on Financial Statements
$3,913
Revenue Not Reported on Form 990
$-48,666
Total Revenue per Audited Statements
$-5,565
Total Revenue per Form 990
$47,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,973
Other Expenses$3,965
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,973--$42,973
Fees for Service Investment Mgmnt Fees-$3,913-$3,913
Fees for Services Other$36--$36
Office Expenses$16--$16
Total Functional Expenses$43,025$3,913$0$46,938

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$46,938
Expenses per Audited Statements$43,025
Total Expenses per Audited Statements$43,025
Expenses Not Reported on Financial Statements$3,913
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$21,000
Minuteman Senior ServicesBedford, MA-Provide Lunch to Seniors in the Town of Bedford Three Times a Week$0
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)$181,477
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11B

“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 president/ceo and cfo, and necessary changes are made. A final draft, complete with supporting schedules, is reviewed and approved 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 2017, including the use 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 without schedule b 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
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara a Doyle
Formed
2006
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
16

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
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, 2018 and 2017. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense. With few exceptions, the organization is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for year before 2015.”

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

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IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA A DOYLE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17218999
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES/CEO/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (UNTIL 6/21/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE (FROM 6/21/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE (UNTIL 6/21/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE (FROM 6/21/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE (FROM 6/21/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE (FROM 6/21/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09269
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt021000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt042973
IRS990/GrantsToDomesticOrgsGrp/TotalAmt042973
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09269
IRS990/GrossReceiptsAmt047014
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014261
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014261
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0457491
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0589058
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0103293
IRS990/IRPDocumentCnt01
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 THE ELDERLY WITH THEIR HOUSING, MEDICAL AND SOCIAL NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0531656
IRS990/NetAssetsOrFundBalancesEOYAmt0483066
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09269
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09269
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-48666
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt016
IRS990/OfficeExpensesGrp/TotalAmt016
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt075502
IRS990/OtherAssetsTotalGrp/EOYAmt075397
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0181592
IRS990/OtherLiabilitiesGrp/EOYAmt0181477
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA A DOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0722210
IRS990/ProgramServiceRevenueGrp/Desc0MEALS OUTREACH INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017979
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES LUNCH TO SENIORS IN THE TOWN OF BEDFORD THROUGH MINUTEMAN SENIOR SERVICES THREE TIMES PER WEEK. APPROXIMATELY 5,000 MEALS WERE PROVIDED IN 2018.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022025
IRS990/ProgSrvcAccomActy2Grp/GrantAmt021973
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017979
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03755
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt043697
IRS990/PYInvestmentIncomeAmt013164
IRS990/PYOtherExpensesAmt02531
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018687
IRS990/PYRevenuesLessExpensesAmt0-10622
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt046228
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035606
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt076
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
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/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DURING THE YEAR, A TOTAL OF 2 GRANTS TOTALING $42,973 WERE GIVEN TO WHEELS OF LIFE AND MINUTEMAN SENIOR SERVICES. IN THE TOWN OF BEDFORD, THE WHEELS OF LIFE PROGRAM PROVIDES MEDICAL TRANSPORTATION SERVICES TO SENIORS AND MINUTEMAN SEBIOR SERVICES PROVIDES LUNCH TO SENIORS THREE TIMES A WEEK .
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, LINE 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042105844
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
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/ExpensesNotRptFinclStmtAmt03913
IRS990ScheduleD/ExpensesSubtotalAmt043025
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03913
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03913
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-48666
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01784
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt173613
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCOUNTS RECEIVABLE - OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM CARLETON-WILLARD HOMES, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0181477
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CARLETON-WILLARD HOMES, INC. (A RELATED ORGANIZATION)
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0158050
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1100100
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt244410
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt344051
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4126391
IRS990ScheduleD/OtherSecuritiesGrp/Desc0695.668 SHRS VANGUARD 500 INDEX FUND ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc19374.281 SHRS VANGUARD SHORT TERM INVMT GRADE ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2267 SHRS ISHARES RUSSELL 2000 ETF (IWM)
IRS990ScheduleD/OtherSecuritiesGrp/Desc3278 SHRS VANGUARD INDEX FDS VANGUARD MID CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc41150 SHRS ISHARES TR INTRM GOV CR ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueNotReportedAmt0-48666
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03913
IRS990ScheduleD/RevenueSubtotalAmt043101
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, 2018 AND 2017. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEAR BEFORE 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt075397
IRS990ScheduleD/TotalBookValueSecuritiesAmt0473002
IRS990ScheduleD/TotalExpensesPerForm990Amt046938
IRS990ScheduleD/TotalLiabilityAmt0181477
IRS990ScheduleD/TotalRevenuePerForm990Amt047014
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-5565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt043025
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021000

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,685
Liabilities
$184,619
Net assets
$483,066
Revenue
$47,014
Expenses
$46,938
Net income
$76
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