Civic Intelligence

Carleton-Willard Foundation Inc.

990 • Fiscal year 2020 • EIN 20-5785760

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

73rd percentile

0.26x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

10.89x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

54th percentile

8.3%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$465,640

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 2367.6% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

56th percentile

9.8%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$835,070

Up $74,731 (+9.8%) from 2019

Net Assets

Up

$620,824

Up $68,684 (+12%) from 2019

Liabilities

Up

$214,246

Up $6,047 (+2.9%) from 2019

Revenue

Down

$19,667

Down $13,956 (-42%) from 2019

Expenses

Down

$18,030

Down $32,330 (-64%) from 2019

Net Income

Up

$1,637

Up $18,374 (+110%) from 2019

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

2020

Assets$835,070
Liabilities$214,246
Net Assets$620,824

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

2020

Revenue$19,667
Expenses$18,030
Net Income$1,637
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$19,685
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$568,474$634,264▲ $65,790
Investments in Publicly Traded Securities$84,403$94,535▲ $10,132
Cash and Non-Interest-Bearing Accounts$32,160$31,134▼ $1,026
Total Assets$760,339$835,070▲ $74,731
Other Assets Total$75,302$75,137▼ $165
Liabilities
Other Liabilities$205,229$212,092▲ $6,863
Accounts Payable and Accrued Expenses$2,970$2,154▼ $816
Total Liabilities$208,199$214,246▲ $6,047
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$552,140$620,824▲ $68,684
Total Net Assets Fund Balance$552,140$620,824▲ $68,684
Total Liabilities and Net Assets / Fund Balance$760,339$835,070▲ $74,731

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$75,137--
Other Securities$57,482--
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$3,283
Investment Income
$11,384
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$1,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,533
Other Expenses$2,497
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,533--$15,533
Fees for Service Investment Mgmnt Fees-$2,446-$2,446
Fees for Services Other$36--$36
Office Expenses$15--$15
Total Functional Expenses$15,584$2,446$0$18,030
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$10,500
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)$212,092
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 form 990 is prepared by the organization's accounting firm, based on information provided by the management of carleton-willard homes, inc. A draft is reviewed by the president & ceo and cfo, and necessary changes are made. A final draft, complete with supporting schedules, is reviewed by the finance committee or treasurer 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) 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 2020. The foundation has no employees.

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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara a Doyle
Formed
2006
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
14

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Karen Lo
Phone
6179129000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net assets adjustment -445.

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, 2020 and 2019. 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.

Raw XML AppendixShowing 400 of 583 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/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011402
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011402
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0568474
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0634264
IRS990/InvestmentsPubTradedSecGrp/BOYAmt084403
IRS990/InvestmentsPubTradedSecGrp/EOYAmt094535
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018
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/NetAssetsOrFundBalancesBOYAmt0552140
IRS990/NetAssetsOrFundBalancesEOYAmt0620824
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-18
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-18
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt067492
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0552140
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0620824
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt015
IRS990/OfficeExpensesGrp/TotalAmt015
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt075302
IRS990/OtherAssetsTotalGrp/EOYAmt075137
IRS990/OtherChangesInNetAssetsAmt0-445
IRS990/OtherLiabilitiesGrp/BOYAmt0205229
IRS990/OtherLiabilitiesGrp/EOYAmt0212092
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA A DOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0722210
IRS990/ProgramServiceRevenueGrp/Desc0MEALS OUTREACH INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03283
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES LUNCH TO SENIORS IN THE TOWN OF BEDFORD THROUGH MINUTEMAN SENIOR SERVICES THREE TIMES PER WEEK. APPROXIMATELY 1,200 MEALS WERE PROVIDED IN 2020.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05084
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05033
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03283
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04841
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047188
IRS990/PYInvestmentIncomeAmt09279
IRS990/PYOtherExpensesAmt03172
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt019503
IRS990/PYRevenuesLessExpensesAmt0-16737
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050360
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033623
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01637
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 $15,533 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. FOR MUCH OF 2020, THE WHEELS OF LIFE AND MINUTEMAN SENIOR SERVICES PROGRAMS WERE ON HOLD DUE TO COVID.
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/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/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt075137
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM CARLETON-WILLARD HOMES, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0212092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CARLETON-WILLARD HOMES, INC. (A RELATED ORGANIZATION)
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0312398
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1129098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2135286
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt357482
IRS990ScheduleD/OtherSecuritiesGrp/Desc0901.400 SHRS VANGUARD 500 INDEX FUND ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc111704.197 SHRS VANGUARD SHORT TERM INVMT GRADE ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc21150 SHRS ISHARES TR INTRM GOV CR ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3278 SHRS VANGUARD MID-CAP INDEX FUND (VO)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
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, 2020 AND 2019. 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt075137
IRS990ScheduleD/TotalBookValueSecuritiesAmt0634264
IRS990ScheduleD/TotalLiabilityAmt0212092
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010500
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt15033
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
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FAIR MARKET VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND DONATIONS ARE MADE BASED ON WRITTEN REQUESTS AND EVALUATION BY THE PRESIDENT & CEO OF THE ORGANIZATION. GRANTS ARE GENERALLY MADE TO ORGANIZATIONS WITH MISSIONS SIMILAR OR RELATED TO CARLETON-WILLARD AND MOST GRANTS ARE VIEWED AS PART OF CARLETON-WILLARD HOMES' OUTREACH/SOCIAL ACCOUNTABILITY PROGRAM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00

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