Public Charity

CARLETON-WILLARD HOMES INC

CARLETON-WILLARD HOMES INC is a Public Charity headquartered in BEDFORD, MA. Financial data from the 2024 filing: $44.8M revenue, $42.8M expenses, $94.7M total assets. 10 publicly reported grants to this organization, totaling roughly $392K, appear in IRS filings.

EIN: 042105844 BEDFORD, MA Supportive Housing for Older Adults NTEE: P75 Latest filing: 2024
Total Revenue$44.8M
Total Expenses$42.8M
Total Assets$94.7M
Grant Records10
Funding Total$392K
Filing Years2019–2024

Mission

CONTINUING THE LEGACY FROM 1884, CARLETON-WILLARD HAS BEEN A RESPECTED AND PROGRESSIVE LEADER IN PROVIDING COMPREHENSIVE SERVICES AND SUPPORT FOR OLDER ADULTS. WE PROVIDE OUTSTANDING FACILITIES AND SERVICES, A CARING AND DEDICATED STAFF AND AN ACTIVE AND VIBRANT COMMUNITY BUILT IN COLLABORATION WITH THOSE WE SERVE.

Where $100 goes at Carleton-Willard Homes Inc

How Carleton-Willard Homes Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$88 Programs the work itself
$12 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $88 for programs

$61
Operating a 100 bed skilled nursing facility and a 79 bed rest home for approximately 141 residents
69% of program spending · Reported in the filing: 141 residents
$24
Operates a community with 152 independent living units servicing approximately 181 individuals
27% of program spending · Reported in the filing: 152 units; 181 individuals
$3
Operates an on-site outpatient clinic serving approximately 215 residents from carleton-willard's independent and assistance in living programs
3% of program spending · Reported in the filing: 215 residents

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

Share on LinkedIn Share on Facebook
Add this to your website

Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
For grant recipient's exempt purposes
$24,550
2023
For grant recipient's exempt purposes
$154,200
2022
For grant recipient's exempt purposes
$33,050
2021
For grant recipient's exempt purposes
$24,500
2021
For grant recipient's exempt purposes
$24,500

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

CLERK Adrienne Smith
ADMINISTRATOR Anne Brennan
TRUSTEE Ann Marie Teuber Lmft
TRUSTEE Brenda Wenning
DIRECTOR OF FACILITIES Brian Butler
TRUSTEE Cathleen Summers

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$392,300 10 grants

Financial Trends

Year Revenue Expenses Assets
2024 $44.8M $42.8M $94.7M
2023 $41.2M $41.6M $85.3M
2022 $37.9M $40.5M $79.6M
2020 $35.8M $36.4M $78.2M
2019 $33.3M $34.7M $74.8M

Between 2019 and 2024, reported annual revenue grew from $33.3M to $44.8M (+35%), with total assets most recently reported at $94.7M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for CARLETON-WILLARD HOMES INC

Complete financials, all 10 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time