2023-03-01T08:43:52-06:00 2022-06-30 820574075 DiPesa & Company CPA's 500 Victory Road 3rd Floor North Quincy MA 02171 990 2021-07-01 042106173 THE CARROLL CENTER FOR THE BLIND INC CARR 6179696200 770 CENTRE STREET NEWTON MA 024582530 EDWARD MOLLER CHIEF FINANCIAL OFFICER 6179692600 2023-02-28 1 EDWARD MOLLER 999009999 John Oteri P01234408 6177867775 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GREGORY DONNELLY 770 CENTRE STREET NEWTON MA 024582530 10066931 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. 14 14 137 200 0 0 5018844 2689140 4219767 4993123 64885 -18400 226440 193552 9529936 7857415 2608 4305 0 0 4533226 5509207 0 0 737757 1765945 1711239 6301779 7224751 3228157 632664 11437109 12273464 509896 724609 10927213 11548855 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 INNIVATIVE 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 1902384 1669900 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. 95 INDIVIDUAL CLIENTS RECEIVED 735 WEEKS OF SERVICE IN FISCAL 2022. 2080122 1950 2345652 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. 486 SCHOOL-AGED CHILDREN RECEIVED 15,940 HOURS OF SPECIALIZED INSTRUCTION IN FISCAL 2022. 1149846 2355 983219 OTHER PROGRAM SERVICES: 1) TECHNOLOGY TRAINING PROGRAMS INCLUDE A FULL SPECTRUM OF INSTRUCTION-FROM NOVICE TO EXPERT-TO HELP PREPARE PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED OF ALL AGES TO USE TECHNOLOGY PROFICIENTLY. 2) COMMUNITY-BASED INSTRUCTORS TEACH SAFE TRAVEL SKILLS TO INDIVIDUALS OF ALL AGES IN THEIR HOMES, COMMUNITIES, JOBSITES, AND ON PUBLIC TRANSPORTATION AND COLLEGE CAMPUSES. 3) LOW VISION THERAPISTS PROVIDE OUTPATIENT ASSESSMENTS AND TRAINING TO SUPPORT THE USE OF REMAINING VISION WITH MAGNIFICATION, LIGHTING, AND DISTANCE-VIEWING DEVICES. 1149846 2355 983219 5132352 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 20 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 KATE SULLIVAN D'ERAMO 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 GREG DONNELLY PRESIDENT & CEO 37.50 X 313036 0 36270 EDWARD MOLLER CHIEF FINANCIAL OFFICER 37.50 X 121923 0 6200 DINA ROSENBAUM CHIEF PROGRAM OFFICER 37.50 X 110540 0 14571 NANCY SHARON DIRECTOR OF EDUCATION & CO 37.50 X 109112 0 5335 654611 0 62376 4 0 1 0 GLENDALE SENIOR DINING 749 E INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 FOOD SERVICE 214491 VISION PHILANTHROPY GROUP 40 BOWLING AVENUE NASHVILLE TN 37205 FUNDRAISING 110822 STORM WORKS ROOFING & RESTORATION 295 BELMONT STREET BELMONT MA 02478 CONTRACTOR 106563 3 527220 2161920 64432 2689140 EDUCATIONAL SERVICES 624310 2345652 2345652 REHABILITATION SERVICE 624310 1669900 1669900 COMMUNITY SERVICES 624310 670161 670161 COMPUTER TRAINING SERV 624310 202254 202254 105156 105156 4993123 24496 24496 1982062 6300 2031258 0 -49196 6300 -42896 -42896 211804 66796 145008 145008 156052 111462 44590 44590 OTHER INCOME 624310 3954 3954 3954 7857415 4998771 0 169504 4305 4305 650192 122262 420082 107848 4007587 3252724 443349 311514 63342 44266 18905 171 453962 334478 74889 44595 334124 248531 54795 30798 12633 785 8003 3845 36610 36610 280930 133073 36192 111665 5075 5075 148955 49316 43844 55795 677452 518801 110728 47923 163241 134949 9982 18310 10134 2758 7241 135 49086 20359 26242 2485 42001 17571 24430 DINING SERVICES 210289 209984 305 RECRUITMENT 32784 96 30102 2586 STAFF TRAINING AND SUPP 23070 19115 3868 87 TECHNICAL SUPPORT 18979 18979 7224751 5132352 1354642 737757 671007 835062 2000000 2008187 228044 288843 791297 772459 96275 91693 134398 165900 6952683 3472314 3450479 3480369 3937729 3960390 127880 670561 11437109 12273464 382006 602502 13946 7050 113944 115057 509896 724609 X 8290054 10098067 2637159 1450788 10927213 11548855 11437109 12273464 632664 -11022 0 X X 0 1 X 1 1 1 X 1599021 2364997 2450505 5193507 2373724 13981754 1599021 2364997 2450505 5193507 2373724 13981754 13981754 27743 34798 40739 29857 24496 157633 14139387 0.98890 0.98790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2542728 67591 -35724 2574595 955740 1510329 76659 2542728 972824 15769 16271 -49124 955740 947984 100308 39363 -114831 972824 185049 13664 -150729 947984 0.71530 0.28470 0 0 40802 40802 6031555 2950854 3080701 880326 521460 358866 3480369 SINGLE PREMIUM LIFE ANNUITY 114315 EMPLOYEE RETENTION TAX CREDIT RECEIVABLE 556246 670561 ANNUITY OBLIGATION 100380 OPERATING LEASE OBLIGATION 14677 115057 X 7913187 -11024 66796 55772 7857415 0 7857415 7291547 66796 66796 7224751 0 7224751 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, 2021, 2020, and 2019. 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 211804 211804 66796 211804 211804 66796 66796 145008 X X X X X 0 0 0 0 0 0 0 0 0 GREG DONNELLY PRESIDENT & CEO 278036 0 35000 0 0 0 0 0 36270 0 349306 0 0 0 TARANEH SATVAT MIS TECHNOLOGIES CO A MEMBER OF THE BOARD IS EMPLOYED BY AN UNRELATED ORGANIZATION 4818 INFORMATION TECHNOLOGY SERVICES 0 MEGAN DONNELLY THE PRESIDENT AND CEO HAS A CHILD EMPLOYED BY THE ORGANIZATION 9837 PART-TIME WAGES 0 X 1 64432 SECURITIES EXCHANGE 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.