Carleton-Willard Homes
Also known as Carleton-Willard Village
Carleton-Willard Homes reported $44.8 million in revenue and $42.8 million in expenses for calendar year 2024. Of every $100 it spent, $84.13 went to program services, $15.74 to management and general costs and $0.13 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 96.9% of the total. The highest compensation it reported for one person was $508,382 (PRESIDENT/CEO). 44 people received more than $100,000 in reportable compensation. Revenue rose 35% between 2019 and 2024. Source: Form 990, 2024.
Where $100 of spending went
Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $43MFor context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
Calendar year 2024 · Form 990, Part VIII · total revenue $45MThe 990 scorecard · same measures for every charity, no grades
| Measure | 2024 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 84.1% | 87.2% |
| Management & general Part IX 25(C) ÷ 25(A) | 15.7% | 11.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.1% | 0.2% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.14 | $0.02 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 0.9% | 20.6% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 2.4% |
| Program service revenue share Part VIII 2g ÷ 12 | 96.9% | 70.8% |
| Highest reported compensation Part VII-A, columns D–F | $508,382 | $274,992 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 1.19% | 1.18% |
| People paid over $100,000 Part VII, line 2 | 44 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 8.9 | 6.9 |
| Independent voting board members Part VI 1a–1b | 19 of 19 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
2024 · Form 990, Part III · the three largest programs by expenseOperating a 100 bed skilled nursing facility and a 79 bed rest home for approximately 141 residents. Skilled nursing provides long term care, short term stays/rehabilitation and dementia/alzheimer care in a distinct, award winning unit. Supportive care is provided in the rest home area of the village to those requiring various supportive services while not infringing on resident's capabilities. Both skilled nursing and supportive care services are available to independent residents of carleton-willard and to seniors from surrounding communities
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…
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
Highest reported compensation
2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| PRESIDENT/CEO Officer, 60.00 hrs/week | $447,658 | $0 | $60,724 | $508,382 |
| CHIEF FINANCIAL OFFICER Officer, 60.00 hrs/week | $311,886 | $0 | $15,547 | $327,433 |
| CHIEF HUMAN RESOURCES OFFICER Highest compensated employee, 60.00 hrs/week | $259,174 | $0 | $26,256 | $285,430 |
| ADMINISTRATOR Highest compensated employee, 50.00 hrs/week | $240,282 | $0 | $10,548 | $250,830 |
| DIRECTOR OF FACILITIES Highest compensated employee, 50.00 hrs/week | $235,603 | $0 | $10,648 | $246,251 |
| DIRECTOR OF SALES Highest compensated employee, 50.00 hrs/week | $215,708 | $0 | $22,541 | $238,249 |
| DIRECTOR OF DINING Highest compensated employee, 50.00 hrs/week | $179,741 | $0 | $48,370 | $228,111 |
44 people received more than $100,000 in reportable compensation from Carleton-Willard Homes (Part VII, line 2). Compensation of current officers, directors and key employees totaled $836K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b19 · 19 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5523
- Volunteers Part I, line 650
Largest outside contractors
2024 · Form 990, Part VII, Section B · businesses only| HEALTHCARE SERVICES GROUP INC Housekeeping & laundry | $1,632,448 |
| MF ALLEN PLUMBING Plumbing services | $896,854 |
| GORDON FOOD SERVICE INC Food services | $765,266 |
| SYSCO BOSTON LLC Food services | $622,842 |
| PHOENIX AIR SERVICES Hvac services | $610,406 |
Individuals listed as contractors are left out. 42 contractors were paid more than $100,000 in all.
Correct a figure or respond
Every number above is copied from Carleton-Willard Homes's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Carleton-Willard Homes, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 Carleton-Willard Homes spent in 2024, $84.13 went to programs. The full breakdown, from its IRS Form 990:
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Similar-sized charities in this cause
- Young Men's Christian Association of Greater Kansas CityOverland Park, KS · revenue $45M · programs 84.4% · 2025
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- Mid Florida Community ServicesBrooksville, FL · revenue $45M · programs 94.2% · FY2025
- The Edinburg CenterBedford, MA · revenue $45M · programs 88.0% · FY2025
- Wake Robin CorporationShelburne, VT · revenue $45M · programs 90.1% · 2025
All human services charities · Largest charities in Massachusetts
Questions people ask
How much of Carleton-Willard Homes's spending goes to programs?
In calendar year 2024, Carleton-Willard Homes reported that 84.1% of its $42.8 million in expenses went to program services, 15.7% to management and general and 0.1% to fundraising (Form 990, Part IX).
How much does Carleton-Willard Homes pay its top executive?
The largest total compensation Carleton-Willard Homes reported for one person in calendar year 2024 was $508,382, for the role of PRESIDENT/CEO (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Carleton-Willard Homes get its money?
Of $44.8 million in revenue in calendar year 2024, 0.9% came from contributions and grants and 96.9% from program service revenue (Form 990, Part VIII).
Is Carleton-Willard Homes a registered charity?
The IRS lists EIN 04-2105844 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- 2024: Form 990 for calendar year 2024, object 202533189349310558 · read the filing · XML
- 2023: Form 990 for calendar year 2023, object 202413209349319021 · read the filing
- 2022: Form 990 for calendar year 2022, object 202323199349308017 · read the filing
- 2021: Form 990 for calendar year 2021, object 202233199349317938 · read the filing
- 2020: Form 990 for calendar year 2020, object 202103199349304125 · read the filing
- 2019: Form 990 for calendar year 2019, object 202033219349305953 · read the filing
All filings for EIN 04-2105844: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.