CARLETON-WILLARD AT HOME INC

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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

2009

Legal Domicile

Principal Officer

CHRISTOPHER J GOLEN

Phone

7812758700

Tax Period

2024-01-01 to 2024-12-31

CARLETON-WILLARD AT HOME INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $310K in total revenue in fiscal year 2024.

Mission

THE MISSION OF CARLETON-WILLARD AT HOME IS TO BRING THE EXCELLENCE AND EXPERIENCE OF CARLETON-WILLARD VILLAGE TO SENIORS IN THE LOCAL COMMUNITIES BY PROVIDING TRUSTWORTHY AND RELIABLE SERVICES AND PROGRAMS THAT WILL ENHANCE WELLNESS, SOCIAL WELL BEING AND BRING LONG-TERM LIVING WITHIN THEIR OWN HOMES AND COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $183,010 Revenue: $83,521

PROVIDED ASSISTANCE WITH DAY-TO-DAY TASKS, AND ACCESS TO CULTURAL, SOCIAL AND EDUCATIONAL ACTIVITIES, HEALTH AND WELLNESS PROGRAMS AND VOLUNTEER OPPORTUNITIES FOR SENIORS LIVING AT HOME IN LOCAL...

PROVIDED ASSISTANCE WITH DAY-TO-DAY TASKS, AND ACCESS TO CULTURAL, SOCIAL AND EDUCATIONAL ACTIVITIES, HEALTH AND WELLNESS PROGRAMS AND VOLUNTEER OPPORTUNITIES FOR SENIORS LIVING AT HOME IN LOCAL COMMUNITIES. AS OF 2024, CW AT HOME HAD 126 MEMBERS AND FILLED 691 SERVICE REQUESTS.

Program 2

Expenses: $76,096 Revenue: $2,807

TRANSPORTATION SERVICES TO CERTAIN MEDICAL APPOINTMENTS AND LOCAL SHOPPING INCLUDED IN MEMBERSHIP FEES. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. IN 2024, 432...

TRANSPORTATION SERVICES TO CERTAIN MEDICAL APPOINTMENTS AND LOCAL SHOPPING INCLUDED IN MEMBERSHIP FEES. ADDITIONAL TRANSPORTATION IS AVAILABLE UPON REQUEST AT REASONABLE RATES. IN 2024, 432 TRANSPORTATION REQUESTS WERE FILLED.

Program 3

Expenses: $27,537 Revenue: $35,980

THE GOURMET TO GO PROGRAM PROVIDES WEEKLY MEAL PREPARATION AND DELIVERY TO MEMBERS. THE ORGANIZATION PROVIDED 4,198 MEALS IN 2024.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $187,898

Program Service Revenue $122,308

Investment Income $0

Other Revenue $0

TOTAL REVENUE $310,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $233,277

Fundraising Expenses $0

Program Expenses $286,643

Other Expenses $78,963

TOTAL EXPENSES $312,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$310,206	$290,317	+0.1%
Expenses	$312,240	$291,296	+0.1%
Net Income	$-2,034	$-979	+1.1%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$835,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER ANDERSON	TRUSTEE (THRU 11/23/24)	0.20	Director	$0	$0	$0
WILLIAM W GALLAGHER III	TRUSTEE	0.20	Director	$0	$0	$0
REV JOHN C LOMBARD D MIN	TRUSTEE	0.20	Director	$0	$0	$0
SUSAN MILNE	TRUSTEE	0.20	Director	$0	$0	$0
JAMES A SALTONSTALL	TRUSTEE	0.70	Director	$0	$0	$0
THOMAS SWAIM	TRUSTEE	0.20	Director	$0	$0	$0
RICHARD TAYLOR	TRUSTEE	0.20	Director	$0	$0	$0
REV CHRISTOPHER WENDELL	TRUSTEE (THRU 12/24/24)	0.20	Director	$0	$0	$0
THEODORE HANSELMAN	TRUSTEE	0.20	Director	$0	$0	$0
ANN MARIE TEUBER LMFT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RUTH W PIPER	VICE-CHAIRMAN	0.50	Officer Director	$0	$0	$0
JEFFREY R WILLIAMS	TREASURER	0.50	Officer Director	$0	$0	$0
ADELE GERMAIN PURVIS	SECRETARY	0.50	Officer Director	$0	$0	$0
CHRISTOPHER J GOLEN	PRESIDENT & CEO	5.40	Officer	$0	$60,724	$508,382
MICHAEL P MATTHEWS	CHIEF FINANCIAL OFFICER	5.40	Officer	$0	$15,547	$327,433
JUDIANNE TABOR	PROGRAM DIRECTOR	40.00	Highest	$114,488	$4,390	$118,878

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	$310,206	$312,240	$52,483	$-2,034
2023	$290,317	$291,296	$47,930	$-979
2022	$274,218	$291,489	$62,953	$-17,271
2021	$266,875	$280,716	$42,027	$-13,841
2020	$247,814	$244,194	$85,341	$3,620
2019	$263,597	$255,985	$67,280	$7,612
2018	$250,638	$255,478	$60,049	$-4,840