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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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$44.8M
Program Spending
84%
of total expenses go to program services
Total Contributions
$412.4K
Total Expenses
▼$42.8M
Total Assets
$94.7M
Total Liabilities
▼$63.1M
Net Assets
$31.6M
Officer Compensation
→$835.8K
Other Salaries
$19.8M
Investment Income
$985K
Fundraising
▼N/A
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $187.9K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
CARLETON-WILLARD AT HOME INC26-4153105 | BEDFORD, MA | $187.9K | Cash | CARLETON-WILLARD HOMES INC. PROVIDES ANNUAL FUNDING TO MEET THE OPERATIONAL NEEDS OF ITS AFFILIATE, CW AT HOME, AN ORGANIZATION PROVIDING SUPPORTIVE SERVICE TO SENIORS LIVING IN SURROUNDING COMMUNITIES. |
| Total | $187.9K | |||
BEDFORD, MA
$187.9K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
1
Clean Audits
0
Material Weakness
Yes
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Material Weakness | Unmodified (Clean) | $1.1M | No | 2022-09-29 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.1M
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $44.8M | $412.4K | $42.8M | $94.7M | $31.6M |
| 2023IRS e-File | $41.2M | $444.7K | $41.6M | $85.3M | $23.8M |
| 2022 | $37.9M | $1M | $40.5M | $79.6M | $20M |
| 2021 | $38.6M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Christopher J Golen | President/ceo | 60 | $447.7K | $0 | $60.7K | $508.4K |
| Michael P Matthews | Chief Financial Officer | 60 | $311.9K | $0 | $15.5K | $327.4K |
| John Glaser | Chairman | 3 | $0 | $0 | $0 | $0 |
| Tom Woodhouse | Vice-chairman | 1 | $0 | $0 | $0 | $0 |
| Jeffrey R Williams | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Adrienne Smith | Clerk | 1 | $0 | $0 | $0 | $0 |
Christopher J Golen
President/ceo
$508.4K
Hrs/Wk
60
Compensation
$447.7K
Related Orgs
$0
Other
$60.7K
Michael P Matthews
Chief Financial Officer
$327.4K
Hrs/Wk
60
Compensation
$311.9K
Related Orgs
$0
Other
$15.5K
John Glaser
Chairman
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Tom Woodhouse
Vice-chairman
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeffrey R Williams
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Adrienne Smith
Clerk
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Kim Marsden-Ianiro | Chief Human Resources Officer | 60 | $259.2K | $0 | $26.3K | $285.4K |
| Anne Brennan | Administrator | 50 | $240.3K | $0 | $10.5K | $250.8K |
| Brian Butler | Director Of Facilities | 50 | $235.6K | $0 |
Kim Marsden-Ianiro
Chief Human Resources Officer
$285.4K
Hrs/Wk
60
Compensation
$259.2K
Related Orgs
$0
Other
$26.3K
Anne Brennan
Administrator
$250.8K
Hrs/Wk
50
Compensation
$240.3K
Related Orgs
$0
Other
$10.5K
Brian Butler
Director Of Facilities
$246.3K
Hrs/Wk
50
Compensation
$235.6K
Related Orgs
$0
Other
$10.6K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ann Marie Teuber Lmft | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Brenda Wenning | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Cathleen Summers | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Chris Wolfe | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Christopher Anderson | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| James A Saltonstall | Trustee |
Ann Marie Teuber Lmft
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Brenda Wenning
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Cathleen Summers
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
| $5.1M |
| $37.8M |
| $84.5M |
| $27.4M |
| 2020 | $35.8M | $2.4M | $36.4M | $78.2M | $23.3M |
| 2019 | $33.3M | $483K | $34.7M | $74.8M | $23M |
| 2018 | $32.7M | $295.3K | $33.9M | $72.8M | $21.3M |
| 2017 | $32.6M | $332.5K | $32.9M | $74.3M | $24.8M |
| 2016 | $30.5M | $593.5K | $31.2M | $67.7M | $23.6M |
| 2015 | $30.3M | $404.4K | $30.5M | $64.5M | $23.5M |
| 2014 | $31.3M | $282.1K | $29.5M | $66.7M | $24.5M |
| 2013 | $28.1M | $226K | $28.4M | $65.5M | $23.1M |
| 2012 | $27.6M | $279.1K | $27.3M | $62.6M | $21.6M |
| 2011 | $27.3M | $218.7K | $26.5M | $60.5M | $20.2M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $10.6K |
| $246.3K |
| Kathy Crosby | Director Of Sales | 50 | $215.7K | $0 | $22.5K | $238.2K |
| Reagan Vetree | Director Of Dining | 50 | $179.7K | $0 | $48.4K | $228.1K |
Kathy Crosby
Director Of Sales
$238.2K
Hrs/Wk
50
Compensation
$215.7K
Related Orgs
$0
Other
$22.5K
Reagan Vetree
Director Of Dining
$228.1K
Hrs/Wk
50
Compensation
$179.7K
Related Orgs
$0
Other
$48.4K
| 0.9 |
| $0 |
| $0 |
| $0 |
| $0 |
| John E Cupples | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Malcom Creighton | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Margaret Hoag | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Nicholas Schmalz | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Paul Harrison Jr | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Rev John C Lombard D Min | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Ruth W Piper | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| Theodore Hanselman | Trustee | 0.9 | $0 | $0 | $0 | $0 |
| William W Gallagher Iii | Trustee | 0.9 | $0 | $0 | $0 | $0 |
Chris Wolfe
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Christopher Anderson
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
James A Saltonstall
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
John E Cupples
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Malcom Creighton
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Margaret Hoag
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Nicholas Schmalz
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Paul Harrison Jr
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Rev John C Lombard D Min
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Ruth W Piper
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Theodore Hanselman
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
William W Gallagher Iii
Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0