Civic Intelligence

Carleton-Willard Foundation Inc.

990 • Fiscal year 2019 • EIN 20-5785760

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

0.27x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

6.19x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$437,559

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 1301.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$760,339

Up $92,654 (+14%) from 2018

Net Assets

Up

$552,140

Up $69,074 (+14%) from 2018

Liabilities

Up

$208,199

Up $23,580 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin6th percentile

Revenue

Down

$33,623

Down $13,391 (-28%) from 2018

Expenses

Up

$50,360

Up $3,422 (+7.3%) from 2018

Net Income

Down

-$16,737

Down $16,813 (-22122%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$760,339
Liabilities$208,199
Net Assets$552,140
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$33,623
Expenses$50,360
Net Income-$16,737
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$37,777
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$568,474▲ $110,983
Investments in Publicly Traded Securities$103,293$84,403▼ $18,890
Cash and Non-Interest-Bearing Accounts$31,504$32,160▲ $656
Total Assets$667,685$760,339▲ $92,654
Other Assets Total$75,397$75,302▼ $95
Liabilities
Other Liabilities$181,477$205,229▲ $23,752
Accounts Payable and Accrued Expenses$3,142$2,970▼ $172
Total Liabilities$184,619$208,199▲ $23,580
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$479,766$552,140▲ $72,374
Net Assets With Donor Restrictions$3,300$0▼ $3,300
Total Net Assets Fund Balance$483,066$552,140▲ $69,074
Total Liabilities and Net Assets / Fund Balance$667,685$760,339▲ $92,654

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$73,613--
Other Securities$129,559--
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
Adrienne SmithTrustee
Christopher F WolfTrustee
James a SaltonstallTrustee
Jeff Skerry EsqTrustee
John E CupplesTrustee
Paul Harrison JrTrustee
Rev John C Lombard D MinTrustee
Robert G CrockerTrustee
Tom WoodhouseTrustee
William C Hays EsqTrustee
Janet D SilvermanCFO
Ann Marie Teuber LmftClerk
William W JacksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,841
Program Service Revenue
$19,503
Investment Income
$9,279
Other Revenue
$0
All Other Contributions
$4,841
Change in Net Assets
$-16,737

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,623
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$82,687
Total Revenue per Audited Statements
$116,310
Total Revenue per Form 990
$33,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,188
Other Expenses$3,172
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,188--$47,188
Fees for Service Investment Mgmnt Fees-$3,124-$3,124
Fees for Services Other$34--$34
Office Expenses$14--$14
Total Functional Expenses$47,236$3,124$0$50,360

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$50,360
Expenses per Audited Statements$47,236
Total Expenses per Audited Statements$47,236
Expenses Not Reported on Financial Statements$3,124
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)$205,229
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 2019.”

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
2020-11-16
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
15

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Karen Lo
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, 2019 and 2018. 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 three years after the filing.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses netted with revenue -3,124.”

Raw XML AppendixShowing 400 of 593 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-4154
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt021000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt047188
IRS990/GrantsToDomesticOrgsGrp/TotalAmt047188
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt037777
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013433
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013433
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0457491
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0568474
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0103293
IRS990/InvestmentsPubTradedSecGrp/EOYAmt084403
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04154
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/NetAssetsOrFundBalancesBOYAmt0483066
IRS990/NetAssetsOrFundBalancesEOYAmt0552140
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4154
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4154
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt085811
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0479766
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0552140
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt014
IRS990/OfficeExpensesGrp/TotalAmt014
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt075397
IRS990/OtherAssetsTotalGrp/EOYAmt075302
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0181477
IRS990/OtherLiabilitiesGrp/EOYAmt0205229
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA A DOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0722210
IRS990/ProgramServiceRevenueGrp/Desc0MEALS OUTREACH INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019503
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 2019.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026236
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026188
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt022803
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05505
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt042973
IRS990/PYInvestmentIncomeAmt023530
IRS990/PYOtherExpensesAmt03965
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017979
IRS990/PYRevenuesLessExpensesAmt076
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt046938
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047014
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-16737
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, 2 GRANTS TOTALING $43,388 WERE DISTRIBUTED TO THE WHEELS OF LIFE PROGRAM AND MINUTEMAN SENIOR SERVICES. IN THE TOWN OF BEDFORD, THE WHEELS OF LIFE PROGRAM PROVIDES MEDICAL TRANSPORTATION TO SENIORS AND MINUTEMAN SENIOR SERVICES PROVIDES LUNCH TO SENIORS THREE TIMES A WEEK .
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, 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/SupportAmt01200
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CARLETON-WILLARD HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01200
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03124
IRS990ScheduleD/ExpensesSubtotalAmt047236
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03124
IRS990ScheduleD/NetUnrealizedGainsInvstAmt085811
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01689
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt173613
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCOUNTS RECEIVABLE - OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM CARLETON-WILLARD HOMES, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0205229
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CARLETON-WILLARD HOMES, INC. (A RELATED ORGANIZATION)
IRS990ScheduleD/OtherRevenueAmt0-3124
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0263795
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1125586
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt249534
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3129559
IRS990ScheduleD/OtherSecuritiesGrp/Desc0884.801 SHRS VANGUARD 500 INDEX FUND ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc111704.197 SHRS VANGUARD SHORT TERM INVMT GRADE ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2278 SHRS VANGUARD INDEX FDS VANGUARD MID CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc31150 SHRS ISHARES TR INTRM GOV CR ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt082687
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt033623
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, 2019 AND 2018. 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 THREE YEARS AFTER THE FILING.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES NETTED WITH REVENUE -3,124.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt075302
IRS990ScheduleD/TotalBookValueSecuritiesAmt0568474
IRS990ScheduleD/TotalExpensesPerForm990Amt050360
IRS990ScheduleD/TotalLiabilityAmt0205229
IRS990ScheduleD/TotalRevenuePerForm990Amt033623
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0116310
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt047236
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021000
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt122388
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NA
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1FOOD & 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/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/RecipientEIN1042587212
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010 MUDGE WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt126 CROSBY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BEDFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BEDFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001730
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd101730
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0NA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$760,339
Liabilities
$208,199
Net assets
$552,140
Revenue
$33,623
Expenses
$50,360
Net income
-$16,737
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