CARLETON-WILLARD FOUNDATION INC

EIN: 205785760 501(c)(3) Philanthropy & Grantmaking

BEDFORD, MA

Total Revenue
$37,867
Total Expenses
$3,838
Total Assets
$934,508
Net Assets
$721,351
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
MA
Principal Officer
CHRISTOPHER J GOLEN
Phone
7812758700
Tax Period
2023-01-01 to 2023-12-31

CARLETON-WILLARD FOUNDATION INC, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $38K in total revenue in fiscal year 2023. Revenue surged 232% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 90% operating margin.

Mission

THE FOUNDATION WAS ESTABLISHED AS A FUNDRAISING RESOURCE FOR CARLETON-WILLARD HOMES, INC.(CWH), TO SUPPORT CWH IN CARRYING OUT ITS EXEMPT PURPOSE, THAT OF HELPING THE ELDERLY WITH THEIR HOUSING, MEDICAL AND SOCIAL NEEDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $15,220
Investment Income $22,647
Other Revenue $0
TOTAL REVENUE $37,867

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $15
Other Expenses $3,838
TOTAL EXPENSES $3,838

Year-over-Year Comparison

2023 2022 Change
Revenue $37,867 $11,411 +2.3%
Expenses $3,838 $14,389 -0.7%
Net Income $34,029 $-2,978 -12.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
12

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$1,078,283
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN E CUPPLES TRUSTEE 0.10
Director
$0 $0 $0
PAUL HARRISON JR TRUSTEE 0.10
Director
$0 $0 $0
REV JOHN C LOMBARD D MIN TRUSTEE 0.10
Director
$0 $0 $0
JAMES A SALTONSTALL TRUSTEE 0.10
Director
$0 $0 $0
ADRIENNE SMITH TRUSTEE 0.10
Director
$0 $0 $0
TOM WOODHOUSE TRUSTEE 0.10
Director
$0 $0 $0
RUTH W PIPER BOARD CHAIR 0.10
Officer Director
$0 $0 $0
WILLIAM W GALLAGHER III VICE CHAIR 0.10
Officer Director
$0 $0 $0
JEFFREY R WILLIAMS TREASURER (AS OF 6/15/23) 0.10
Officer Director
$0 $0 $0
WILLIAM W JACKSON TREASURER (THRU 4/20/23) 0.10
Officer Director
$0 $0 $0
ANN MARIE TEUBER LMFT CLERK 0.10
Officer Director
$0 $0 $0
BARBARA A DOYLE PRESIDENT & CEO (THRU 5/5/23) 0.10
Officer
$0 $14,843 $346,417
CHRISTOPHER GOLEN PRESIDENT & CEO (AS OF 4/24/23) 0.10
Officer
$0 $24,061 $319,841
JANET D SILVERMAN CFO (THRU 6/29/23) 0.10
Officer
$0 $16,352 $232,563
MICHAEL MATTHEWS CFO (AS OF 5/10/23) 0.10
Officer
$0 $962 $179,462
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $37,867 $3,838 $934,508 $34,029
2022 $11,411 $14,389 $809,772 $-2,978
2021 $16,742 $24,893 $919,157 $-8,151
2020 $19,667 $18,030 $835,070 $1,637
2019 $33,623 $50,360 $760,339 $-16,737
2018 $47,014 $46,938 $667,685 $76
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