Carleton Willard Homes Inc
100 Old Billerica Rd, Bedford, MA · IRS data through FY2024
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2024 | $44,827,334 | $42,756,846 | $31,598,538 |
| FY2023 | $41,197,489 | $41,632,017 | $23,767,952 |
| FY2022 | $37,934,919 | $40,466,272 | $20,018,584 |
| FY2021 | $38,647,048 | $37,778,931 | $27,446,175 |
| FY2020 | $35,765,902 | $36,391,059 | $23,292,364 |
| FY2019 | $33,269,776 | $34,715,768 | $23,032,503 |
| FY2018 | $32,662,364 | $33,857,215 | $21,296,262 |
| FY2017 | $32,591,488 | $32,928,383 | $24,840,474 |
| FY2016 | $30,543,619 | $31,196,149 | $23,561,932 |
| FY2015 | $30,342,989 | $30,471,087 | $23,527,363 |
| FY2014 | $31,308,968 | $29,454,512 | $24,536,290 |
| FY2013 | $28,140,792 | $28,435,487 | $23,131,166 |
| FY2012 | $27,625,972 | $27,304,114 | $21,604,829 |
| FY2011 | $27,275,100 | $26,462,699 | $20,166,419 |
Form 990 filings
The returns filed by Carleton Willard Homes Inc (EIN 04-2105844), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $412,391 | 1% |
| Program service revenue | $43,424,232 | 97% |
| Other revenue | $990,711 | 2% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $35,969,839 | 84% |
| Management & general | $6,729,777 | 16% |
| Fundraising | $57,230 | <1% |
What the numbers show
- Program service revenue made up 97% of total revenue in FY2024.
- Program services accounted for 84% of functional expenses, management & general 16%, and fundraising 0%.
- 84% of functional expenses went to program services in FY2024. That is higher than 23.8% of 130 Human Services organizations in MA.
- Net assets covered about 8.9 months of expenses at the end of the reporting year. That puts it in the 40th percentile among 1423 Human Services organizations in MA.
- Total revenue was higher than 97.9% of 1448 Human Services organizations in MA.
- Total revenue rose from $27,275,100 in FY2011 to $44,827,334 in FY2024. Revenue increased in 11 and decreased in 2 of 13 year-over-year comparisons.
- Expenses exceeded revenue in 9 of 14 reported years (FY2013, FY2015, FY2016, FY2017, FY2018, FY2019, FY2020, FY2022, FY2023).
- Net assets grew from $20,166,419 to $31,598,538 between FY2011 and FY2024.
- Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (public charity).
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
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.
IRS status
| Ruling year | 1928 |
| Subsection | 501(c)(3) |
| Classification | Public charity |
| Program area (NTEE) | P750 — Human Services (in MA) |
| Donations | Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (public charity). |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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