NonprofitsCarleton Willard Homes Inc

Human Services

Carleton Willard Homes Inc

BEDFORD, MA

Total revenue

$44.8M

Total expenses

$42.8M

Net assets

$31.6M

Grants received

$405K

17 grants

EIN

042105844

Tax year

2024

Mission

Carleton-willard village is a continuing care retirement community offering a complete range of services from residential living apartments and cluster homes to supportive care, skilled nursing and rehabilitation services in a community of over 300 residents.

Programs

3 programs

Operates a community with 152 independent living units servicing approximately 181 individuals. Accommodations include daily meals, weekly housekeeping and linen services, transportation to medical appointments, local shopping and onsite activities, most utilities, trash removal and recycling, parking, 24/7 security, in-unit emergency monitoring system, fitness center, craft studio, woodworking shop, computer center, library and an extensive activity program. Additionally, residents have the convenience of on-site banking, an indoor pool, general store/gift shop, florist, beauty salon and access to organized activities beyond the community.

Expenses: $9.7MGrants: $105K

Operates an on-site outpatient clinic serving approximately 215 residents from carleton-willard's independent and assistance in living programs. Comprehensive services available through the clinic include routine and urgent outpatient care, scheduled appointments in a variety of specialties including ophthalmology, podiatry, dermatology, psychiatry, audiology and physical, speech and occupational therapies. Staffed by a fulltime nurse practitioner and other clinic staff.

Expenses: $1.2MGrants: $9K

Annual funding to meet the operational needs of its affiliate, carleton-willard at home, an organization providing supportive service to seniors living in surrounding communities.

Expenses: $188KGrants: $188K

Financials

FY 2024

Revenue

Contributions & grants$412K
Program service revenue$43.4M
Investment income$985K
Other revenue$6K
Total revenue$44.8M

Expenses

Grants paid$305K
Salaries & benefits$25.0M
Fundraising$57K
Other expenses$17.4M
Total expenses$42.8M
Total assets$94.7M
Net assets$31.6M

People

26 listed

NameRoleCompensation

CHRISTOPHER J GOLEN

PRESIDENT/CEO

Board

$448K

60 hrs/wk

MICHAEL P MATTHEWS

CHIEF FINANCIAL OFFICER

Board

$312K

60 hrs/wk

REV JOHN C LOMBARD D MIN

TRUSTEE

Board

0.9 hrs/wk

RUTH W PIPER

TRUSTEE

Board

0.9 hrs/wk

JAMES A SALTONSTALL

TRUSTEE

Board

0.9 hrs/wk

NICHOLAS SCHMALZ

TRUSTEE

Board

0.9 hrs/wk

CATHLEEN SUMMERS

TRUSTEE

Board

0.9 hrs/wk

ANN MARIE TEUBER LMFT

TRUSTEE

Board

0.9 hrs/wk

CHRISTOPHER ANDERSON

TRUSTEE

Board

0.9 hrs/wk

CHRIS WOLFE

TRUSTEE

Board

0.9 hrs/wk

JOHN GLASER

CHAIRMAN

Board

3 hrs/wk

TOM WOODHOUSE

VICE-CHAIRMAN

Board

1 hrs/wk

JEFFREY R WILLIAMS

TREASURER

Board

1 hrs/wk

ADRIENNE SMITH

CLERK

Board

1 hrs/wk

BRENDA WENNING

TRUSTEE

Board

0.9 hrs/wk

JOHN E CUPPLES

TRUSTEE

Board

0.9 hrs/wk

MALCOM CREIGHTON

TRUSTEE

Board

0.9 hrs/wk

WILLIAM W GALLAGHER III

TRUSTEE

Board

0.9 hrs/wk

THEODORE HANSELMAN

TRUSTEE

Board

0.9 hrs/wk

PAUL HARRISON JR

TRUSTEE

Board

0.9 hrs/wk

MARGARET HOAG

TRUSTEE

Board

0.9 hrs/wk

KIM MARSDEN-IANIRO

CHIEF HUMAN RESOURCES OFFICER

Staff

$259K

60 hrs/wk

ANNE BRENNAN

ADMINISTRATOR

Staff

$240K

50 hrs/wk

BRIAN BUTLER

DIRECTOR OF FACILITIES

Staff

$236K

50 hrs/wk

KATHY CROSBY

DIRECTOR OF SALES

Staff

$216K

50 hrs/wk

REAGAN VETREE

DIRECTOR OF DINING

Staff

$180K

50 hrs/wk

Independent contractors

HEALTHCARE SERVICES GROUP INC

HOUSEKEEPING & LAUNDRY

$1.6M

MF ALLEN PLUMBING

PLUMBING SERVICES

$897K

GORDON FOOD SERVICE INC

FOOD SERVICES

$765K

SYSCO BOSTON LLC

FOOD SERVICES

$623K

PHOENIX AIR SERVICES

HVAC SERVICES

$610K

Grants received

Showing 17 of 17

FromAmountPurposeYear
$154K
For grant recipient's exempt purposes
2023
$6K
GENERAL PURPOSES
2023
$5K
EXTENSION OF TRANSPORTATION SERVICES TO CITIZENS OF TOWN
2023
$200
General & Unrestricted
2023
$33K
For grant recipient's exempt purposes
2022
$6K
GENERAL PURPOSES
2022
$5K
EXTENSION OF TRANSPORTATION SERVICES TO CITIZENS OF TOWN
2022
$25K
For grant recipient's exempt purposes
2021
$25K
For grant recipient's exempt purposes
2021
$10K
EXTENSION OF TRANSPORTATION SERVICES TO CITIZENS OF TOWN
2021
$6K
GENERAL PURPOSES
2021
$30K
For grant recipient's exempt purposes
2020
$6K
GENERAL PURPOSES
2020
$5K
EXTENSION OF TRANSPORTATION SERVICES TO CITIZENS OF TOWN
2020
$23K
For grant recipient's exempt purposes
2019
$41K
For grant recipient's exempt purposes
2018
$26K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$405K from 4 funders · 17 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$356K · 8 grants · 2017–2023

Eastman Charitable Foundation

$25K · 4 grants · 2020–2023

Robert Brigham Trust

$24K · 4 grants · 2020–2023

Caplin Foundation

$200 · 1 grant · 2023

Details

EIN042105844
NTEE codeP750
Subsection03
Ruling date1928-03
Formed1980
Employees523
Volunteers50
CARLETON WILLARD HOMES INC — Mission, Financials & Grants Received | Grantivo