Massachusetts · Nonprofit
CARLETON-WILLARD HOMES INC
CARLETON-WILLARD HOMES INC (Massachusetts) receives grants from 4 organizations whose IRS filings report $433,750 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($367,800). 3 of them have funded it in more than one year, and 85% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $45M
- Funders on record
- 4
- Grants received
- $434k
- Net assets
- $32M
What Carleton-Willard Homes Inc does
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.
As stated on its FY2024 Form 990.
Programs
Operating 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.
$24,881,750 spentof which $3,500 as grants$25,382,722 earned by the program69% of program spendingOperates 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 access to organized activities beyond the community.
$9,678,581 spentof which $105,126 as grants$17,803,076 earned by the program27% of program spendingOperates 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.
$1,221,610 spentof which $8,711 as grants$238,434 earned by the program3% of program spendingAnnual funding to meet the operational needs of its affiliate, carleton-willard at home, an organization providing supportive service to seniors living in surrounding communities.
$187,898 spentof which $187,898 as grants1% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $35,969,839.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $85M to $95M (+11%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 6% · 2021 12% · 2022 2% · 2023 0%. Grants only. Government contracts and fees sit inside program revenue.
1% of CARLETON-WILLARD HOMES INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (21% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Christopher J Golen
President/CEO
Board chair
John Glaser
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 4 funders, grant income rose $12k → $44k.
1 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 85% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of CARLETON-WILLARD HOMES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CARLETON-WILLARD HOMES INC leans on a few funders — its largest provides 85% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
85% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CARLETON-WILLARD HOMES INC.
Largest funder’s share by year: 2017 100% · 2018 100% · 2019 89% · 2020 69% · 2021 65% · 2022 69% · 2023 75% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
85% of CARLETON-WILLARD HOMES INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $66k that is directly attributable, 100% of it comes from Massachusetts funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $368k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CARLETON-WILLARD HOMES INC runs a healthier operating margin than half of the 3,288 human services nonprofits its size.
this organization peer median middle 50% of peers· 3,288 human services nonprofits $10M–$100M, FY2024
Government funding CARLETON-WILLARD HOMES INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $14.4M on record.
- (RR) BENEFIT PROGRAMS$14.4M
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like CARLETON-WILLARD HOMES INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
84% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 2 related entities
- Carleton-Willard Foundation Inc · exempt
- Carleton-Willard at Home Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for CARLETON-WILLARD HOMES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CARLETON-WILLARD HOMES INC?
- CARLETON-WILLARD HOMES INC (Massachusetts) receives grants from 4 organizations whose IRS filings report $433,750 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($367,800). 3 of them have funded it in more than one year, and 85% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does CARLETON-WILLARD HOMES INC have?
- IRS filings report 4 organizations giving $433,750 in grants to CARLETON-WILLARD HOMES INC, 3 of which have funded it in more than one year.
- Who is the largest funder of CARLETON-WILLARD HOMES INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $367,800 in grants. The full list of funders is on this page.
- How can an organization like CARLETON-WILLARD HOMES INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing