2020-03-05T06:35:22-06:00 2019-06-30 820574075 DiPesa & Company CPA's 500 Victory Road 3rd Floor North Quincy MA 02171 990 2018-07-01 042106173 THE CARROLL CENTER FOR THE BLIND INC CARR 6179696200 770 CENTRE STREET NEWTON MA 024582530 EDWARD MOLLER CHIEF FINANCIAL OFFICER 6179692600 2020-03-03 1 DI PESA COMPANY P01234408 6177867775 50.255.160.241 2020-03-03 10:46:21 ES P 2F87A89F41CAC8B288EA59944D813CDA262362A2 4F1FE793A6C573660945BAC4AB52165DC2CF94FC 2018 2020-09-22 18:59:49Z GREGORY DONNELLY 770 CENTRE STREET NEWTON MA 024582530 7383331 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. 18 18 144 200 0 0 1616623 2190174 4720351 4746535 27743 34798 220630 234692 6585347 7206199 0 3310 0 0 4947580 5094592 0 0 470646 1719523 1714084 6667103 6811986 -81756 394213 7821172 8168995 658017 601710 7163155 7567285 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 1813464 3310 1760817 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. 96 INDIVIDUAL CLIENTS - 38 OF WHOM ARE CHILDREN - FROM 14 STATES AND COUNTRIES RECEIVED 814 WEEKS OF SERVICE IN FISCAL 2019. 1303545 1303307 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. 308 SCHOOL-AGED CHILDREN RECEIVED 9,266 HOURS OF SPECIALIZED INSTRUCTION IN FISCAL 2019. 647907 700000 MASSACHUSETTS ACCESSIBLE INSTRUCTIONAL MATERIALS LIBRARY (AIM): UNDER CONTRACT WITH THE STATE DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION (DESE), THE CENTER MANAGES THE STATE MANDATED SERVICE OF ACQUIRING, MAINTAINING AND DISTRIBUTING SPECIALIZED INSTRUCTIONAL MATERIALS FOR BLIND AND VISUALLY IMPAIRED STUDENTS AGES 0-21 IN MASSACHUSETTS. 6,163 UNITS OF ACCESSIBLE MATERIALS WERE DISTRIBUTED TO 1,791 STUDENTS IN 2019. 1346991 1097398 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. 4) THE CARROLL STORE SELLS OVER 500 DIFFERENT PRODUCTS TO ASSIST CLIENTS WITH VISION LOSS TO LIVE INDEPENDENTLY. ITEMS INCLUDE CANES, MAGNIFIERS, TALKING WATCHES AND CLOCKS, TALKING AND ASSISTIVE DAILY LIVING AIDS, VIDEO MAGNIFICATION DEVICES, SUNGLASSES, BRAILLE WRITING DEVICES AND LABELING AIDS. 1346991 1097398 5111907 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 31 0 1 144 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 STEVEN BUTLER BOARD MEMBER 1.00 X 0 0 0 PETER CHINETTI BOARD MEMBER 1.00 X 0 0 0 CAROL COVELL CHAIRPERSON AND BOARD MEMBER 1.00 X 0 0 0 RICHARD CURTIS BOARD MEMBER 1.00 X 0 0 0 KATHLEEN SULLIVAN D'ERAMO BOARD MEMBER 1.00 X 0 0 0 GREGORY DONNELLY PRESIDENT AND CEO 37.50 X 225056 0 32046 SCOTT FAUST BOARD MEMBER 1.00 X 0 0 0 STEPHEN HINES SECRETARY AND BOARD MEMBER 1.00 X 0 0 0 UMESH KURPAD BOARD MEMBER 1.00 X 0 0 0 JEFFREY LURIE BOARD MEMBER 1.00 X 0 0 0 JOHN MCCARTHY ESQ BOARD MEMBER 1.00 X 0 0 0 ANTOINE JUNIOR MELAY BOARD MEMBER 1.00 X 0 0 0 EDWARD MOLLER CHIEF FINANCIAL OFFICER 37.50 X 106231 0 6674 ARTHUR O'NEILL BOARD MEMBER 1.00 X 0 0 0 CARL 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 MARYANN SULLIVAN TREASURER AND BOARD MEMBER 1.00 X 0 0 0 ROSELLEN SULLIVAN BOARD MEMBER 1.00 X 0 0 0 331287 0 38720 2 0 1 0 GLENDALE SENIOR DINING 749 E INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 FOOD SERVICE 196086 NATIONAL BRAILLE PRESS INC 88 ST STEPHEN STREET BOSTON MA 02115 PUBLISHING 149054 2 2190174 2190174 REHABILITATION SERVICE 624310 1760817 1760817 EDUCATIONAL SERVICES 624310 1303307 1303307 AIM LIBRARY 624310 700000 700000 COMMUNITY SERVICES 624310 544808 544808 COMPUTER TRAINING SERV 624310 242719 242719 194884 194884 4746535 34798 34798 14185 0 14185 14185 14185 174822 55117 119705 119705 218963 122015 96948 96948 OTHER INCOME 624310 3854 3854 3854 7206199 4861522 0 154503 3310 3310 707046 165425 452140 89481 3509767 3007685 342723 159359 64180 40632 20334 3214 486045 361930 90216 33899 327554 239415 51444 36695 17372 4678 12694 25200 25200 169442 137414 22369 9659 43310 410 42900 139753 45129 29875 64749 259012 199840 46489 12683 156043 123208 7266 25569 16077 10288 3751 2038 27 20 5 2 183039 125252 46276 11511 55950 31532 23228 1190 PUBLICATIONS 404868 403918 950 DINING SERVICES 190333 190158 175 SUPPLIES 21854 21152 353 349 TECHNICAL SUPPORT 15169 15169 16635 511 8570 7554 6811986 5111907 1229433 470646 757150 778657 337066 356352 862234 780858 99340 108443 127368 161738 6520637 2963100 3577940 3557537 2015074 2269575 45000 155835 7821172 8168995 187062 81789 39688 470955 480233 658017 601710 X 6150634 6145952 426254 739384 586267 681949 7163155 7567285 7821172 8168995 394213 9918 0 X X 0 1 X 1 1 1 X 1289715 1278184 1468085 1599021 2364997 8000002 1289715 1278184 1468085 1599021 2364997 8000002 8000002 28863 32961 27491 27743 34798 151856 8151858 0.98140 0.87020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2015074 100308 39363 -114831 2269576 1850681 13664 -150729 2015074 1734875 1372 40050 -74384 1850681 2501854 -21288 745691 1734875 3362264 503 -27185 833728 2501854 0.70000 0.30000 0 0 191393 191393 5672902 2530321 3142581 656342 432779 223563 3557537 ACCRUED PAYROLL 312801 ANNUITY OBLIGATION 141074 ALL OTHER 25689 NOTE PAYABLE 669 480233 X 7271234 9918 55117 65035 7206199 0 7206199 6867104 55117 55117 6811987 0 6811987 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, 2018, 2017, and 2016. 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 174822 174822 55117 174822 174822 55117 55117 119705 X X X X X 0 0 0 0 0 0 0 0 0 GREGORY DONNELLY PRESIDENT AND CEO 225056 0 0 0 0 0 0 0 32046 0 257102 0 0 0 TARANEH SATVAT MIS TECHNOLOGIES CO A MEMBER OF THE BOARD IS EMPLOYED BY AN UNRELATED ORGANIZATION 3673 INFORMATION TECHNOLOGY SERVICES 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 organizations 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. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION ARE ALSO MEMBERS OF THE BOARD OF DIRECTORS. THEIR DUTIES INCLUDE THE ELECTION AND APPOINTMENT OF OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION UTILIZES LOCAL AND NATIONAL SURVEY INFORMATION FROM VISION SERVE ALLIANCE, AND OTHER SOURCES, WHICH IS REVIEWED BY THE BOARD'S HUMAN RESOURCE COMMITTEE AND OTHERS, AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 IN ACCORDANCE WITH RECOMMENDATIONS OF THE WEBSITE GUIDESTAR AND THE BOSTON BETTER BUSINESS BUREAU, THE ORGANIZATION POSTS ITS CONFLICT OF INTEREST POLICY ON ITS WEBSITE. THE ORGANIZATION'S PERSONNEL MANUAL PROVIDED TO ALL EMPLOYEES ALSO HAS AN EXTENSIVE CONFLICT OF INTEREST SECTION. AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE ALSO POSTED TO THE ORGANIZATION'S WEBSITE. ITEMS NOT POSTED ON THE ORGANIZATION'S WEBSITE: ARTICLES OF ORGANIZATION AND CORPORATE BY-LAWS. THE ARTICLES OF ORGANIZATION AND THE BY-LAWS ARE AVAILABLE FOR VIEWING AT THE WEBSITE OF THE OFFICE OF THE MASSACHUSETTS SECRETARY OF STATE, CORPORATIONS DIVISION.