Civic Intelligence

Carleton-Willard at Home Inc.

990 • Fiscal year 2022 • EIN 26-4153105

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileWWW.CWATHOME.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

97th percentile

1.76x

Higher debt load relative to assets than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

30th percentile

-6.3%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

100th percentile

$483,555

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 176.3% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

2.8%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$62,953

Up $20,926 (+50%) from 2021

Net Assets

Down

-$47,853

Down $17,271 (-56%) from 2021

Liabilities

Up

$110,806

Up $38,197 (+53%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin30th percentile

Revenue

Up

$274,218

Up $7,343 (+2.8%) from 2021

Expenses

Up

$291,489

Up $10,773 (+3.8%) from 2021

Net Income

Down

-$17,271

Down $3,430 (-25%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2022

Assets$62,953
Liabilities$110,806
Net Assets-$47,853
Open 2022 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$274,218
Expenses$291,489
Net Income-$17,271
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$274,218
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$31,505$52,587▲ $21,082
Prepaid Expenses and Deferred Charges$8,850$9,133▲ $283
Accounts Receivable$1,672$1,233▼ $439
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$42,027$62,953▲ $20,926
Liabilities
Accounts Payable and Accrued Expenses$25,462$74,527▲ $49,065
Deferred Revenue$47,147$36,205▼ $10,942
Other Liabilities$0$74▲ $74
Total Liabilities$72,609$110,806▲ $38,197
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-30,582$-47,853▼ $17,271
Total Net Assets Fund Balance$-30,582$-47,853▼ $17,271
Total Liabilities and Net Assets / Fund Balance$42,027$62,953▲ $20,926

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$48,249$48,249
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judianne TaborProgram DirectorFT$107,912$3,469$111,381

Board Members and Trustees

NameTitle
Anne Marie TeuberChairperson
Barbara a DoylePresident
Ruth W PiperVice-chair
Christopher AndersonTrustee
James a SaltonstallTrustee
Rev Christopher WendallTrustee
Rev John C Lombard D MinTrustee
Richard TaylorTrustee
Robin GraceTrustee
Susan MilneTrustee
Thomas SwaimTrustee
William W Gallagher IiiTrustee
Janet D SilvermanCFO
Adele Germain PurvisSecretary
William JacksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,000
Program Service Revenue
$99,218
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-17,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$217,947
Other Expenses$73,442
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$94,470$94,470-$188,940
Office Expenses$19,619--$19,619
Payroll Taxes$13,982--$13,982
Insurance-$12,315-$12,315
Other Employee Benefits$10,955--$10,955
Fees for Services Legal-$5,405-$5,405
Pension Plan Contributions$4,070--$4,070
Fees for Services Other$2,228--$2,228
Other Expenses$1,375--$1,375
Grants to Domestic Orgs$100--$100
All Other Expenses-$74-$74
Conferences and Meetings$59--$59
Travel$46--$46
Total Functional Expenses$179,225$112,264$0$291,489
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)$74
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

“Goverance 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 comparsions to like organizations. The employee's experience and longevity is 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 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
Phone
7812758700
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher J Golen
Formed
2009
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
13
Employees
6
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, 2022 and 2021. 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.”

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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/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 12/31/2022, CW AT HOME HAD 96 MEMBERS AND FILLED 500 SERVICE REQUESTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15PROGRAM DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0100
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0274218
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012315
IRS990/InsuranceGrp/TotalAmt012315
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
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/NetAssetsOrFundBalancesBOYAmt0-30582
IRS990/NetAssetsOrFundBalancesEOYAmt0-47853
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-30582
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-47853
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt019619
IRS990/OfficeExpensesGrp/TotalAmt019619
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010955
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010955
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1EXERCISE PROGRAM EXPENS
IRS990/OtherExpensesGrp/Desc2MOTOR VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc3LICENSES & DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt015093
IRS990/OtherExpensesGrp/ProgramServicesAmt19375
IRS990/OtherExpensesGrp/ProgramServicesAmt27853
IRS990/OtherExpensesGrp/ProgramServicesAmt31375
IRS990/OtherExpensesGrp/TotalAmt015093
IRS990/OtherExpensesGrp/TotalAmt19375
IRS990/OtherExpensesGrp/TotalAmt27853
IRS990/OtherExpensesGrp/TotalAmt31375
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt074
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt094470
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt094470
IRS990/OtherSalariesAndWagesGrp/TotalAmt0188940
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt013982
IRS990/PayrollTaxesGrp/TotalAmt013982
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04070
IRS990/PensionPlanContributionsGrp/TotalAmt04070
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09133
IRS990/PrincipalOfficerNm0CHRISTOPHER J GOLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1722210
IRS990/ProgramServiceRevenueGrp/BusinessCd2480000
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1MEALS SERVED-MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc2TRANSPORTATION FEES
IRS990/ProgramServiceRevenueGrp/Desc3ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt078598
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3328
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 2022, 400 TRANSPORTATION REQUESTS WERE FILLED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt075639
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0970
IRS990/ProgSrvcAccomActy3Grp/Desc0THE GOURMET TO GO PROGRAM PROVIDES WEEKLY MEAL PREPARATION AND DELIVERY TO MEMBERS. THE ORGANIZATION PROVIDED 3,000 MEALS IN 2022.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015093
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt019322
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0177000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt075190
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt089875
IRS990/PYRevenuesLessExpensesAmt0-13841
IRS990/PYSalariesCompEmpBnftPaidAmt0205526
IRS990/PYTotalExpensesAmt0280716
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0266875
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-17271
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0175000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt078926
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0175000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0177000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0147600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0141250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0790850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0115997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0109388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0512292
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01303142
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0274218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0266875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0247814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0263597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0250638
IRS990ScheduleA/Total509Grp/TotalAmt01303142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0274218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0266875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0247814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0263597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0250638
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01303142
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/Amt074
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 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, 2022 AND 2021. 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/TotalLiabilityAmt074
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,953
Liabilities
$110,806
Net assets
-$47,853
Revenue
$274,218
Expenses
$291,489
Net income
-$17,271
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