2024-03-13T08:51:28-05:00 2023-06-30 820574075 DiPesa & Company CPA's 500 Victory Road 3rd Floor North Quincy MA 02171 990 2022-07-01 042106173 THE CARROLL CENTER FOR THE BLIND INC CARR 6179696200 770 CENTRE STREET NEWTON MA 024582530 EDWARD MOLLER CHIEF FINANCIAL OFFICER 6179692600 2024-03-13 1 EDWARD MOLLER 999009999 1 John Oteri P01234408 6177867775 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY DONNELLY 770 CENTRE STREET NEWTON MA 024582530 9374547 0 X WWW.CARROLL.ORG X 1947 MA THE MISSION OF THE CARROLL CENTER FOR THE BLIND IS TO EMPOWER THOSE WHO ARE BLIND AND VISUALLY IMPAIRED TO ACHIEVE INDEPENDENCE AND LEAD A FULFILLING LIFE. ESTABLISHED IN 1936, THE CARROLL CENTER SERVES THE BLIND AND VISUALLY IMPAIRED PEOPLE OF ALL AGES BY PROVIDING REHABILITATION, SKILLS TRAINING, AND EDUCATIONAL OPPORTUNITIES TO ACHIEVE INDEPENDENCE, SELF-SUFFICIENCY, AND SELF-FULFILLMENT AND BY EDUCATING OUR COMMUNITIES REGARDING THE POTENTIAL OF PERSONS WHO ARE BLIND AND VISUALLY IMPAIRED. FOR OVER 80 YEARS, THE CENTER HAS PIONEERED INNOVATIVE SERVICES FOR THE BLIND AND VISUALLY IMPAIRED BY DEVELOPING METHODS FOR PEOPLE WITH LOW VISION TO LEARN THE SKILLS TO BE INDEPENDENT IN THEIR HOMES, CLASS SETTINGS, WORK PLACES, AND PREPARING THEM FOR DIVERSE OPPORTUNITIES FOR SUCCESS AND INDEPENDENT LIVING. 15 15 147 200 0 0 2689140 2635127 4993123 4796628 -18400 208281 193552 235525 7857415 7875561 4305 16814 0 0 5509207 5703127 0 0 774812 1711239 1647436 7224751 7367377 632664 508184 12273464 12550064 724609 534136 11548855 12015928 X THE MISSION OF THE CARROLL CENTER FOR THE BLIND IS TO EMPOWER THOSE WHO ARE BLIND AND VISUALLY IMPAIRED TO ACHIEVE INDEPENDENCE AND LEAD A FULFILLING LIFE. ESTABLISHED IN 1936, THE CENTER SERVES BLIND AND VISUALLY IMPAIRED PEOPLE OF ALL AGES BY PROVIDING REHABILITATION, SKILLS TRAINING, AND EDUCATIONAL OPPORTUNITIES TO ACHIEVE INDEPENDENCE, SELF-SUFFICIENCY, AND SELF-FULFILLMENT AND BY EDUCATING OUR COMMUNITIES REGARDING THE POTENTIAL OF PERSONS WHO ARE BLIND AND VISUALLY IMPAIRED. FOR OVER 80 YEARS, THE CENTER HAS PIONEERED INNOVATIVE SERVICES FOR THE BLIND AND VISUALLY IMPAIRED BY DEVELOPING METHODS FOR PEOPLE WITH LOW VISION TO LEARN THE SKILLS TO BE INDEPENDENT IN THEIR HOMES, IN CLASS SETTINGS, AND IN THEIR WORKPLACES, PREPARING THEM FOR DIVERSE OPPORTUNITIES FOR SUCCESS AND INDEPENDENT LIVING. 0 0 1972358 1780515 REHABILITATION TRAINING PROGRAMS: VISION REHABILITATION PROGRAMS ARE DESIGNED IN A RESIDENTIAL SETTING FOR ADULTS WHO HAVE HAD A SIGNIFICANT LOSS OF VISION. THESE INTENSIVE PROGRAMS PROVIDE TRAINING AND SUPPORT TO ENCOURAGE THE PHYSICAL AND EMOTIONAL ADJUSTMENTS NEEDED TO LIVE WITH BLINDNESS/LOW VISION AS WELL AS TO DEVELOP DAILY LIVING SKILLS, VOCATIONAL READINESS, AND COMPUTER PROFICIENCIES TO LIVE INDEPENDENT AND FULFILLING LIVES AND OBTAIN JOBS. SUMMER PROGRAMS ARE HELD FOR TEENAGERS AND YOUNG ADULTS TO DEVELOP THE SKILLS TO TRANSITION TO ADULTHOOD AND ACHIEVE INDEPENDENCE. 124 INDIVIDUAL CLIENTS RECEIVED 678 WEEKS OF SERVICE IN FISCAL 2023. 2150809 3900 2134038 EDUCATIONAL SERVICE PROGRAMS: THE CENTER PROVIDES SERVICES TO CHILDREN WHO HAVE LOW VISION OR ARE BLIND AND ATTEND PUBLIC, PRIVATE, OR CHARTER SCHOOLS IN THEIR COMMUNITY. THE CENTER'S TEACHERS WORK WITH LOCAL EDUCATORS IN PROVIDING INSTRUCTION IN BRAILLE, ADAPTIVE TECHNOLOGY TRAINING, LEARNING-MEDIA ASSESSMENTS, ALTERNATIVE MATERIALS, AND OVERALL ACCESS TO THE CURRICULUM. SUMMER AND WEEKEND PROGRAMS ARE PROVIDED TO HELP CHILDREN DEVELOP BLINDNESS SKILLS, SOCIALIZE WITH OTHERS, AND FURTHER THEIR INDEPENDENCE. 505 SCHOOL-AGED CHILDREN RECEIVED 18,685 HOURS OF SPECIALIZED INSTRUCTION IN FISCAL 2023. 489878 1255 510498 COMMUNITY SERVICE PROGRAMS: THE CENTER PAIRS INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED WITH CERTIFIED ORIENTATION AND MOBILITY INSTRUCTORS TO DELIVER NAVIGATIONAL SKILLS FOR SAFE AND INDEPENDENT TRAVEL IN THE HOME, WORKPLACE, COLLEGE, AND COMMUNITY. 566 INDIVIDUAL CLIENTS RECEIVED 5,196 HOURS OF SPECIALIZED INSTRUCTION IN FISCAL 2023. 623549 11659 371577 OTHER PROGRAM SERVICES: 1) TECHNOLOGY TRAINING PROGRAMS HELP BLIND AND VISUALLY IMPAIRED INDIVIDUALS USE TECHNOLOGY PROFICIENTLY FOR WORK, SCHOOL, AND LEISURE. IN-PERSON AND REMOTE PROGRAMS ARE AVAILABLE IN THE USE OF SPEECH OUTPUT, SCREEN NAVIGATION, BRAILLE, TABLETS, SOFTWARE APPLICATIONS, AND SMARTPHONES. 2) LOW VISION THERAPISTS WORK WITH CLIENTS TO IDENTIFY ASSISTIVE DEVICES THAT CAN HELP THEM USE THEIR REMAINING VISION AND TEACH THEM HOW TO USE THESE DEVICES AND OTHER TECHNIQUES THAT WILL ENABLE THEM TO ENJOY AN ENHANCED QUALITY OF LIFE. 623549 11659 371577 5236594 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 21 0 1 147 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA NY X X X EDWARD MOLLER CFO 6179696200 770 CENTRE STREET NEWTON MA 024582530 CAROL COVELL BOARD CHAIR 1.00 X 0 0 0 PETER CHINETTI BOARD MEMBER/TREASURER 1.00 X X 0 0 0 SCOTT FAUST BOARD MEMBER 1.00 X 0 0 0 JESSICA FEWKES BOARD MEMBER 1.00 X 0 0 0 JON COWEN BOARD MEMBER 1.00 X 0 0 0 UMESH KURPAD BOARD MEMBER 1.00 X 0 0 0 ROBERT SANDERS BOARD MEMBER 1.00 X 0 0 0 ANTOINE JUNIOR MELAY BOARD MEMBER 1.00 X 0 0 0 ARTHUR O'NEILL BOARD VICE CHAIRPERSON 1.00 X 0 0 0 CARL O RICHARDSON III BOARD MEMBER 1.00 X 0 0 0 TARANEH SATVAT BOARD MEMBER 1.00 X 0 0 0 JOHN SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 MARTHA STEELE BOARD MEMBER 1.00 X 0 0 0 ROSELLEN SULLIVAN BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 BRUCE HOWELL BOARD MEMBER 1.00 X 0 0 0 GREG DONNELLY PRESIDENT & CEO 50.00 X 294762 0 36694 EDWARD MOLLER CHIEF FINANCIAL OFFICER 50.00 X 129745 0 6446 DINA ROSENBAUM CHIEF PROGRAM OFFICER 50.00 X 123682 0 14561 NANCY SHARON DIRECTOR OF EDUCATION & COMMUNITY SERVICES 50.00 X 109470 0 5362 DARA DALMATA CHIEF DEVELOPMENT & COMMUNICATION OFFICER 50.00 X 150014 0 1882 MARTHA HANLON DIRECTOR OF ANNUAL GIVING & DATABASE OPERATIONS 50.00 X 112863 0 9680 SCOTT HITCHCOCK CHIEF OPERATING OFFICER 50.00 X 104894 0 9790 1025430 0 84415 7 0 1 0 GLENDALE SENIOR DINING 749 E INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 FOOD SERVICE 239973 BOSTON SOLAR COMPANY LLC 12 GILL STREET SUITE 5650 WOBURN MA 01810 CONTRACTOR 100606 2 2635127 125697 2635127 EDUCATIONAL SERVICES 624310 2134038 2134038 REHABILITATION SERVICE 624310 1780515 1780515 COMMUNITY SERVICES 624310 510498 510498 COMPUTER TRAINING SERV 624310 353682 353682 17895 17895 4796628 167191 167191 1348839 50000 1357749 0 -8910 50000 41090 41090 224895 53713 171182 171182 145113 87524 57589 57589 OTHER INCOME 624310 6754 6754 6754 7875561 4902061 0 338373 16814 16814 800687 127271 524020 149396 3987829 3338550 328298 320981 78838 53068 20198 5572 487561 394739 58315 34507 348212 259026 54155 35031 309 125 184 33158 33158 184029 87023 32569 64437 33484 5674 27810 148609 52346 48389 47874 406463 208360 135202 62901 196051 160635 13367 22049 23992 17596 5971 425 239155 203949 31679 3527 71210 44594 26616 DINING SERVICES 241585 240400 1185 RECRUITMENT 45025 10350 34675 STAFF TRAINING AND SUPP 24366 21748 2500 118 7367377 5236594 1355971 774812 835062 1003051 2008187 952947 288843 480846 772459 824927 91693 104629 165900 174007 7367298 3592071 3480369 3775227 3960390 5133679 670561 100751 12273464 12550064 602502 435795 7050 100 115057 98241 724609 534136 X 10098067 10413001 1450788 1602927 11548855 12015928 12273464 12550064 508184 -41109 0 X X 0 1 X 1 1 1 X 2364997 2450505 5193507 2373724 2860022 15242755 2364997 2450505 5193507 2373724 2860022 15242755 15242755 34798 40739 29857 24496 167191 297081 15539836 0.98090 0.98890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2574595 40814 71271 2686680 2542728 67591 -35724 2574595 955740 1510329 76659 2542728 972824 15769 16271 -49124 955740 947984 100308 39363 -114831 972824 0.72720 0.27280 0 0 40802 40802 6234201 3070727 3163474 1092295 521344 570951 3775227 ANNUITY OBLIGATION 86815 OPERATING LEASE OBLIGATION 11426 98241 X 7888165 -41109 53713 12604 7875561 0 7875561 7421090 53713 53713 7367377 0 7367377 Part X, Line 2: The Center is recognized as an organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. It is not a private foundation. The Center's Federal tax returns are open to examination by Federal authorities for the fiscal years ended June 30, 2022, 2021, and 2020. The Center's policies for income taxes help determine the proper recognition, classification, and disclosure of taxes, interest, and penalties. Management has evaluated significant tax positions against criteria established by professional standards and believes there are no tax positions that require accounting recognition in the financial statements, nor are there any material uncertainties regarding income taxes. Part XI, Line 2d - Other Adjustments: DIRECT EXPENSES OF FUNDRAISING EVENT, WALK FOR INDEPENDENCE. THESE EXPENSES APPEAR ON FORM 990,PART VIII,STATEMENT OF REVENUE,LINE 8B. Part XII, Line 2d - Other Adjustments: DIRECT EXPENSES OF FUNDRAISING EVENT, WALK FOR INDEPENDENCE. THESE EXPENSES APPEAR ON FORM 990,PART VIII,STATEMENT OF REVENUE,LINE 8B. SCHEDULE D, PART V, LINE 4 THE BOARD DESIGNATED ENDOWMENT FUNDS ARE USED TO MEET AND/OR SUPPLEMENT THE WORKING CAPITAL NEEDS OF THE ORGANIZATION. DONOR RESTRICTED ENDOWMENT FUND REVENUE IS UNRESTRICTED AND WILL ALSO BE USED TO SUPPLEMENT THE WORKING CAPITAL NEEDS OF THE ORGANIZATION. WALK FOR INDEPENDENCE 224895 224895 53713 224895 224895 53713 53713 171182 0 SCHOLARSHIPS 5 16814 FORM 990, SCHEDULE I, PART IV THE CENTER PROVIDES ASSISTANCE TO INDIVIDUALS TO HELP SUBSIDIZE THE COST OF THEIR PROGRAM FEES. SUCH ASSISTANCE IS FUNDED BY GRANTS FROM CONTRIBUTORS. THE CENTER APPLIES THE ASSISTANCE AGAINST THE AWARDEES' INVOICES, THUS AVOIDING THE PASSING OF FUNDS FROM THE CENTER TO INDIVIDUALS. ALL TRANSACTIONS ARE RECORDED IN THE CENTER'S FINANCIAL RECORDS. X X X X X 0 0 0 0 0 0 0 0 0 GREG DONNELLY PRESIDENT & CEO 264762 0 30000 0 0 0 8144 0 28550 0 331456 0 0 0 DARA DALMATA CHIEF DEVELOPMENT & COMMUNICATION OF 150014 0 0 0 0 0 0 0 1882 0 151896 0 0 0 MEGAN DONNELLY THE PRESIDENT AND CEO HAS A CHILD EMPLOYED BY THE ORGANIZATION 11279 PART-TIME WAGES 0 X 1 25697 SECURITIES EXCHANGE X FURNITURE 1 100000 ESTIMATED FAIR MARKE 0 0 0 Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided to the governing body prior to filing. The Form 990 is prepared by the organization's independent auditors and is then reviewed in detail by the President and CEO, Chief Financial Officer, and Audit and Finance Committee prior to being provided to the governing body. Form 990, Part VI, Section B, line 12c Conflict of Interest Policy--Maintains a written, enforced policy on conflict of interest; informs the Board, director, officer, or staff member of the institution's policy; informs each Board member, director, officer or staff member of his or her responsibilities. Form 990, Part VI, Section B, line 15a Executive Pay--Executive Committee reviews Executive Director performance annually against pre-determined organization goals; Executive Committee researches salaries at comparable organizations through Guidestar.org to decide on appropriate compensation adjustments; a combination of performance review and industry standards are used to determine final compensation adjustment. Form 990, Part VI, Section C, line 18 The organization's Form 990 is available upon request by contacting the organization's business office. The Form 990 is also available upon request from the IRS. The Form 990 is available on websites such as www.guidestar.org and from the website of the Massachusetts Office of the Attorney General, Division of Public Charities, using its annual document filing search function. Form 990, Part VI, Section C, line 19 A. Governing Documents in the form of Articles of Organization and/or by-laws are available for viewing at the website of the Massachusetts Secretary of State, Corporation database of filings. B. The conflict of interest policy is not available to the public. C. The financial statements are available for viewing and/or downloading through the website of the Division of Public Charities, Office of the Massachusetts Attorney General, annual filings. The audited financial statements and IRS Form 990 are part of the annual report filed on Massachusetts Form PC with the Division of Public Charities. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.