Civic Intelligence

Carleton-Willard at Home Inc

EIN 26-4153105 • 501(c)3 • Bedford, MA

Profile

The mission of carleton-willard at home is to bring the excellence and experience of carleton-willard village to seniors in the local communities by providing trustworthy and reliable services and programs that will enhance wellness, social well being and bring long-term living within their own homes and community.

100 Old Billerica RoadBedford, MA 01730

www.cwathome.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.97x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.33x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-0.7%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

-8.7%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

60th percentile

6.4%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$52,483

Up $4,553 (+9.5%) from 2023

Liabilities

Up

$103,349

Up $6,587 (+6.8%) from 2023

Net Assets

Down

-$50,866

Down $2,034 (-4.2%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin43rd percentile

Revenue

Up

$310,206

Up $19,889 (+6.9%) from 2023

Expenses

Up

$312,240

Up $20,944 (+7.2%) from 2023

Net Income

Down

-$2,034

Down $1,055 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50K-$100KAssets 2011: $64,855Liabilities 2011: $72,556Net Assets 2011: -$7,7012011Assets 2012: $41,874Liabilities 2012: $89,270Net Assets 2012: -$47,3962012Assets 2013: $65,683Liabilities 2013: $103,578Net Assets 2013: -$37,8952013Assets 2014: $59,285Liabilities 2014: $94,511Net Assets 2014: -$35,2262014Assets 2015: $68,497Liabilities 2015: $83,973Net Assets 2015: -$15,4762015Assets 2016: $55,941Liabilities 2016: $98,139Net Assets 2016: -$42,1982016Assets 2017: $79,762Liabilities 2017: $102,895Net Assets 2017: -$23,1332017Assets 2018: $60,049Liabilities 2018: $88,022Net Assets 2018: -$27,9732018Assets 2019: $67,280Liabilities 2019: $87,641Net Assets 2019: -$20,3612019Assets 2020: $85,341Liabilities 2020: $102,082Net Assets 2020: -$16,7412020Assets 2021: $42,027Liabilities 2021: $72,609Net Assets 2021: -$30,5822021Assets 2022: $62,953Liabilities 2022: $110,806Net Assets 2022: -$47,8532022Assets 2023: $47,930Liabilities 2023: $96,762Net Assets 2023: -$48,8322023Assets 2024: $52,483Liabilities 2024: $103,349Net Assets 2024: -$50,8662024

Highlighted filing

2024

Assets$52,483
Liabilities$103,349
Net Assets-$50,866
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $207,0002011Revenue 2012: $185,740Expenses 2012: $225,435Net Income 2012: -$39,6952012Revenue 2013: $253,698Expenses 2013: $244,195Net Income 2013: $9,5032013Revenue 2014: $237,260Expenses 2014: $234,591Net Income 2014: $2,6692014Revenue 2015: $260,953Expenses 2015: $241,203Net Income 2015: $19,7502015Revenue 2016: $212,830Expenses 2016: $239,552Net Income 2016: -$26,7222016Revenue 2017: $270,422Expenses 2017: $251,357Net Income 2017: $19,0652017Revenue 2018: $250,638Expenses 2018: $255,478Net Income 2018: -$4,8402018Revenue 2019: $263,597Expenses 2019: $255,985Net Income 2019: $7,6122019Revenue 2020: $247,814Expenses 2020: $244,194Net Income 2020: $3,6202020Revenue 2021: $266,875Expenses 2021: $280,716Net Income 2021: -$13,8412021Revenue 2022: $274,218Expenses 2022: $291,489Net Income 2022: -$17,2712022Revenue 2023: $290,317Expenses 2023: $291,296Net Income 2023: -$9792023Revenue 2024: $310,206Expenses 2024: $312,240Net Income 2024: -$2,0342024

Highlighted filing

2024

Revenue$310,206
Expenses$312,240
Net Income-$2,034
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$52,483
Liabilities
$103,349
Net assets
-$50,866
Revenue
$310,206
Expenses
$312,240
Net income
-$2,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$1.03$0.51$3.10$3.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.97$0.49$2.90$2.91$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.63$1.11$0.48$2.74$2.91$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.73$0.31$2.67$2.81$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.85$1.02$0.17$2.48$2.44$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.88$0.20$2.64$2.56$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.88$0.28$2.51$2.55$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.80$1.03$0.23$2.70$2.51$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.98$0.42$2.13$2.40$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.84$0.15$2.61$2.41$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.95$0.35$2.37$2.35$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.66$1.04$0.38$2.54$2.44$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.89$0.47$1.86$2.25$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.73$0.08$2.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$310,206
Mission and Program Overview

Mission

The mission of carleton-willard at home is to bring the excellence and experience of carleton-willard village to seniors in the local communities by providing trustworthy and reliable services and programs that will enhance wellness, social well being and bring long-term living within their own homes and community.

To provide seniors in local communities trustworthy and reliable services and programs that will enhance wellness, social well being and long-term living within their own homes and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,747$38,787▲ $15,040
Prepaid Expenses and Deferred Charges$8,456$7,105▼ $1,351
Accounts Receivable$15,727$6,540▼ $9,187
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$47,930$52,483▲ $4,553
Other Assets Total$0$51▲ $51
Liabilities
Accounts Payable and Accrued Expenses$66,755$66,864▲ $109
Deferred Revenue$29,933$36,337▲ $6,404
Other Liabilities$74$148▲ $74
Total Liabilities$96,762$103,349▲ $6,587
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-48,832$-50,866▼ $2,034
Total Net Assets Fund Balance$-48,832$-50,866▼ $2,034
Total Liabilities and Net Assets / Fund Balance$47,930$52,483▲ $4,553

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$48,249$48,249
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judianne TaborProgram DirectorFT$114,488$4,390$118,878

Board Members and Trustees

NameTitle
Ann Marie Teuber LmftChairman
Christopher J GolenPresident & CEO
Ruth W PiperVice-chairman
James a SaltonstallTrustee
Rev John C Lombard D MinTrustee
Richard TaylorTrustee
Susan MilneTrustee
Theodore HanselmanTrustee
Thomas SwaimTrustee
William W Gallagher IiiTrustee
Christopher AndersonTrustee (thru 11/23/24)
Rev Christopher WendellTrustee (thru 12/24/24)
Michael P MatthewsChief Financial Officer
Adele Germain PurvisSecretary
Jeffrey R WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,898
Program Service Revenue
$122,308
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-2,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$233,277
Other Expenses$78,963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$185,650$13,228-$198,878
Office Expenses$17,992--$17,992
Payroll Taxes$14,618--$14,618
Other Employee Benefits$13,886--$13,886
Insurance-$12,369-$12,369
Pension Plan Contributions$5,895--$5,895
Fees for Services Legal$5,808--$5,808
Fees for Services Other$1,271--$1,271
Travel$1,227--$1,227
Other Expenses$1,168--$1,168
All Other Expenses$1,025--$1,025
Total Functional Expenses$286,643$25,597$0$312,240
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)$148
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 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 8B

“N/a. There are no additional committees.”

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 officers 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, cfo, and program director) are required to complete a conflict of interest disclosure form. The disclosures are reviewed by the program director 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

“Governance question 15a: the compensation committee, comprised of independent trustees, has the responsibility of overseeing the process of establishing compensation for the president & ceo of carleton-willard homes, inc. (controlling organization) on an annual basis. Along with 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. Compensation for the program director of carleton-willard at home is not determined by a compensation committee, but by the president/ceo based on performance and comparable data. Governance question 15b: compensation for the program director is based on an annual evaluation. This evaluation of compensation is comprised of a performance review and salary comparisons to like organizations. The employee's experience and longevity are also taken into consideration. Final compensation is determined by the president & ceo of carleton-willard homes, inc. (controlling organization).”

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 candid, formally known as guidestar, and the massachusetts attorney general website.”

Filing and Contact Details

Filer

Filer Name
Carleton-willard at Home Inc
EIN
26-4153105
Phone
7812758700
Address
100 OLD BILLERICA ROAD, BEDFORD, MA 01730

Signing Officer

Name
Christopher J Golen
Title
President & CEO
Phone
7812758700
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher J Golen
Formed
2009
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
14

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 consolidated 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, 2024 and 2023. 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 date.”

Raw XML AppendixShowing 400 of 576 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/ActivityOrMissionDesc0TO PROVIDE SENIORS IN LOCAL COMMUNITIES TRUSTWORTHY AND RELIABLE SERVICES AND PROGRAMS THAT WILL ENHANCE WELLNESS, SOCIAL WELL BEING AND LONG-TERM LIVING WITHIN THEIR OWN HOMES AND COMMUNITY.
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IRS990/Desc0PROVIDED ASSISTANCE WITH DAY-TO-DAY TASKS, AND ACCESS TO CULTURAL, SOCIAL AND EDUCATIONAL ACTIVITIES, HEALTH AND WELLNESS PROGRAMS AND VOLUNTEER OPPORTUNITIES FOR SENIORS LIVING AT HOME IN LOCAL COMMUNITIES. AS OF 2024, CW AT HOME HAD 126 MEMBERS AND FILLED 691 SERVICE REQUESTS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM W GALLAGHER III
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IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN MILNE
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES A SALTONSTALL
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS SWAIM
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD TAYLOR
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IRS990/Form990PartVIISectionAGrp/PersonNm11JEFFREY R WILLIAMS
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IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTOPHER J GOLEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15114488
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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/ReportableCompFromRltdOrgAmt13447658
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14311886
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (THRU 11/23/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE (THRU 12/24/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15PROGRAM DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0310206
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012369
IRS990/InsuranceGrp/TotalAmt012369
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt048249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt048249
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF CARLETON-WILLARD AT HOME IS TO BRING THE EXCELLENCE AND EXPERIENCE OF CARLETON-WILLARD VILLAGE TO SENIORS IN THE LOCAL COMMUNITIES BY PROVIDING TRUSTWORTHY AND RELIABLE SERVICES AND PROGRAMS THAT WILL ENHANCE WELLNESS, SOCIAL WELL BEING AND BRING LONG-TERM LIVING WITHIN THEIR OWN HOMES AND COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-48832
IRS990/NetAssetsOrFundBalancesEOYAmt0-50866
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-48832
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-50866
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt017992
IRS990/OfficeExpensesGrp/TotalAmt017992
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt051
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013886
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013886
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1EXERCISE PROGRAM EXPENS
IRS990/OtherExpensesGrp/Desc2MOTOR VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc3EVENT PROGRAMS
IRS990/OtherExpensesGrp/ProgramServicesAmt027537
IRS990/OtherExpensesGrp/ProgramServicesAmt15640
IRS990/OtherExpensesGrp/ProgramServicesAmt24926
IRS990/OtherExpensesGrp/ProgramServicesAmt31168
IRS990/OtherExpensesGrp/TotalAmt027537
IRS990/OtherExpensesGrp/TotalAmt15640
IRS990/OtherExpensesGrp/TotalAmt24926
IRS990/OtherExpensesGrp/TotalAmt31168
IRS990/OtherLiabilitiesGrp/BOYAmt074
IRS990/OtherLiabilitiesGrp/EOYAmt0148
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013228
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185650
IRS990/OtherSalariesAndWagesGrp/TotalAmt0198878
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt014618
IRS990/PayrollTaxesGrp/TotalAmt014618
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05895
IRS990/PensionPlanContributionsGrp/TotalAmt05895
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08456
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07105
IRS990/PrincipalOfficerNm0CHRISTOPHER J GOLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1722210
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3480000
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1MEALS SERVED-MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc2ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/Desc3TRANSPORTATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080346
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135980
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23175
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080346
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32807
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTATION SERVICES TO CERTAIN MEDICAL APPOINTMENTS AND LOCAL SHOPPING INCLUDED IN MEMBERSHIP FEES. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. IN 2024, 432 TRANSPORTATION REQUESTS WERE FILLED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt076096
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02807
IRS990/ProgSrvcAccomActy3Grp/Desc0THE GOURMET TO GO PROGRAM PROVIDES WEEKLY MEAL PREPARATION AND DELIVERY TO MEMBERS. THE ORGANIZATION PROVIDED 4,198 MEALS IN 2024.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027537
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt035980
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0188218
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt072118
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0102099
IRS990/PYRevenuesLessExpensesAmt0-979
IRS990/PYSalariesCompEmpBnftPaidAmt0219178
IRS990/PYTotalExpensesAmt0291296
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0290317
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2034
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0187898
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt083521
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0187898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0188218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0175000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0177000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0150000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0878116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0102099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0511314
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01389430
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0310206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0290317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0274218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0266875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0247814
IRS990ScheduleA/Total509Grp/TotalAmt01389430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0310206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0290317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0274218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0266875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0247814
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01389430
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/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048249
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CARLETON-WILLARD HOMES, INC. (A RELATED ORGANIZATION)
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 CONSOLIDATED 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, 2024 AND 2023. 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 DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0148
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00

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