2017-02-03T11:23:23-07:00 2016-06-30 990 2015-07-01 042106173 THE CARROLL CENTER FOR THE BLIND INC CARR 6179696200 770 CENTRE STREET NEWTON MA 024582530 Gregory Donnelly President and CEO 6179696200 2017-02-03 2015 2021-01-29 14:40:06Z GREGORY J DONNELLY 770 CENTRE STREET NEWTON MA 02458 7569654 0 X www.carroll.org X 1947 MA Rehabilitation of low vision and blind individuals; independent living skills to low vision and blind persons of all ages; school-based education services to low vision and blind youth in grades K-12. 16 16 159 233 0 0 1222382 1206506 4721355 5027014 28814 28969 132644 154359 6105195 6416848 0 0 0 0 5184772 5279814 0 0 426741 1862156 1805186 7046928 7085000 -941733 -668152 7718237 7164921 453325 585457 7264912 6579464 X Rehabilitation to newly blind adults and those with low vision; independent travel and living skills to low vision and blind persons of all ages; school based education to low vision and blind children grades K-12. 0 0 1977901 0 1597936 Rehabilitation Training Programs. In a residential setting, a blind person is taught adaptive daily living skills, cane travel, braille, keyboarding and other computer skills, assistive technology, mobile phone use, sensory training, fencing as an aid to orientation, balance and mobility, counseling, woodworking to gain non-visual skills and confidence and vocational readiness skills. For the fiscal year ended June 2016 1,171 weeks of service were provided to 122 clients. 2160924 0 2329930 Community Mobility Program: Expenses: $669,144 Revenue $569,223 For fiscal year 2016 752 blind adults were provided with 7,342 hours of orientation and mobility instruction in their homes, places of work, colleges and communities by our certified orientation and mobility instructors. Educational Service Programs: Expenses $1,491,780 Revenue $1,760,707. We provide services to children who have low vision or are blind and attend public, private or charter schools in their community. Our teachers work with local educators in providing instruction in braille, adaptive technology training, learning media assessments, alternative materials, and overall access to the curriculum. In addition, summer and weekend programs are provided to these children to help them develop blindness skills, socialize with others, and further their independence. In fiscal year 2015-2016, 389 school-aged children received 18,258 hours of specialized instruction. 648151 0 700000 Massachusetts Instructional Materials Library: Under contract with the State Department of Elementary and Secondary Education, the Carroll Center for the Blind manages the state mandated service of acquiring, maintaining and distributing specialized instructional materials for the blind and visually impaired students, ages 0-21 in Massachusetts. The AIM library served 2,839 students of whom 1,796 were blind or had low-vision and who were furnished with approximately 5,800 items during the school year 2015-2016. In addition, 1,506 students requested American Printing House for the Blind and related special educational materials, 185 students requested large-print materials and 105 students requested braille material. 848821 0 399148 Form 990, Part III, 4d, Other Program Services: Other Program Services: 1. Computer Training: Computer training is provided to persons who are blind to learn assistive technologies and computer applications so they can be employed, attend school and engage independently in the community. Persons who are blind or have low-vision use special software that enlarges the screen, speech output programs, braille displays, and other useful devices. Instruction is provided in the Center's Technology Center and on the job. Technology services were provided to approximately 61 individuals who received 119 weeks of instruction during fiscal 2016. 2. Outdoor Enrichment: The Center organizes a variety of recreational activities for persons who are blind including hiking, sailing, skiing, tandem biking, fishing and canoeing. The Center's sailing team competed in the 2013 world championships in Japan. During fiscal 2016 125 persons engaged in such activities supported by approximately 59 volunteers who provided 1,857 of voluntary service hours. 3. The Carroll Store: We sell over 500 different products that help persons with vision loss live independently. These include canes, magnifiers, talking watches/clocks, talking and assistive daily living aids, video magnification devices, sunglasses, braille writing devices, labeling aids and more. Over 1,000 customers purchased from the store in FYE 2016. 4. Individuals who have low vision are assessed and a program recommended for them. Approximately 132 persons received 132 hours of service during FYE 2016. 848821 0 399148 5635797 1 1 0 1 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 1 0 1 0 0 0 0 0 0 0 0 0 1 56 0 1 159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X X X Robert Goyette Interim CFO 6179696200 770 CENTRE STREET NEWTON MA 024582597 Joseph F Abely Former President and Former Board Member 37.5 0 X X 165444 0 4963 David A Cifrino Board Member 1 0 X 0 0 0 Lawrence A Heimlich Former Board Member 1 0 X 0 0 0 Philip Johnston Board Member 1 0 X 0 0 0 John J McCarthy Esq Board Member 1 0 X 0 0 0 Carol S Parks Former Board Member and Chair of the Board 2 0 X 0 0 0 George Regan Former Board Member 1 0 X 0 0 0 William H McMahon IV Board Member 1 0 X 0 0 0 Arthur ONeill Interim President and Former Board Member 1 0 X X 0 0 0 Mary Ann P Sullivan Board Member and Treasurer 2 0 X 0 0 0 Stephen E Butler Board Member 1 0 X 0 0 0 Carol A Covell Board Member & Chairperson 2 0 X 0 0 0 Lotfi B Merabet OD PhD Board Member 1 0 X 0 0 0 Stephen Hines Board Member and Secretary 2 0 X 0 0 0 Kathleen Sullivan D'Eramo Board Member 2 0 X 0 0 0 Carl O Richardson III Board Member 1 0 X 0 0 0 Christopher Kauders Board Member 1 0 X 0 0 0 Scott A Faust Board Member 1 0 X 0 0 0 Diane M Newark Chief Development Officer 37.5 0 X 119871 0 3600 Kathereine L Leahy CFO/Director of Finance 37.5 0 X 104362 0 3129 389677 0 11692 3 0 1 0 Sage Dining Services Inc 1402 York Road Suite 100 Lutherville MD 21093 Meal service provider 270000 1 0 0 0 0 0 1206506 0 1206506 Rehabilitation & Employment Training 624310 1597936 1597936 0 0 Mobility services 624310 569223 569223 0 0 Grades K-12 Education Services 624310 1760707 1760707 0 0 Computer training 624310 353677 353677 0 0 Instructional Materials Library 624310 700000 700000 0 0 45471 45471 0 0 5027014 32961 32961 0 0 0 0 0 0 0 0 0 0 0 0 982209 0 986201 0 -3992 0 -3992 -3992 0 0 87070 0 15392 71678 71678 216269 151213 65056 65056 0 0 17625 17625 0 0 17625 6416848 5138664 0 71678 169348 35066 134282 0 0 0 0 0 4218100 3460573 523024 234503 67484 49533 12472 5479 508845 432046 54468 22331 316037 254213 44967 16857 0 0 0 0 14457 4713 0 9744 25498 0 25498 0 0 0 0 0 0 0 0 0 0 0 174274 97818 47937 28519 2101 411 1203 487 130086 33487 29053 67546 0 0 0 0 0 0 0 0 206219 140892 60186 5141 117008 101506 15221 281 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 159205 128306 29078 1821 92161 71874 17456 2831 Kitchen and food expense 261151 254266 5191 1694 Supplies & library materials 466567 466267 179 121 Service & maintenance contracts 71262 37579 5391 28292 85197 67247 16856 1094 7085000 5635797 1022462 426741 689 791 404301 268916 4500 117000 927902 1172879 0 0 0 96254 100579 149903 182695 6305931 2733745 3628809 3572186 2501854 1749875 4025 0 7718237 7164921 177034 263930 0 0 0 0 0 0 0 276291 321527 453325 585457 X 6399615 5812645 279030 180552 586267 586267 7264912 6579464 7718237 7164921 -668152 -17296 0 0 0 0 X 0 1 X 1 1 1 X 1049246 1606648 1657918 1289715 1278184 6881711 0 0 0 0 0 0 0 0 0 0 0 0 1049246 1606648 1657918 1289715 1278184 6881711 1065490 5816221 6611 20846 17046 28863 32961 106327 0 0 0 0 0 0 0 0 0 0 0 0 6988038 6881711 0.83231 0.83443 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 1 10500 10500 0 Schedule C, Part II-B, Line 1 A Board Member provides outreach efforts to the state legislature and to other state agencies on a paid basis. 2501854 0 -21288 0 745691 0 1734875 3362264 503 -27185 0 833728 0 2501854 2378084 15169 2458928 0 1489917 0 3362264 3059294 25000 20903 0 727113 0 2378084 2659904 1263012 6084 0 869706 0 3059294 0.66 0.34 0 0 0 0 168406 168406 0 5425920 2152484 3273436 0 0 0 0 0 711605 581261 130344 0 0 0 0 3572186 0 ACCRUED PAYROLL 147299 ACCRUED VACATION 116149 ALL OTHER 58079 321527 X 6550765 -17296 0 0 151213 133917 6416848 0 0 0 6416848 7236213 0 0 0 151213 151213 7085000 0 0 0 7085000 Schedule D, Part V, Line 4 Board designated endowment funds are used to meet and - or supplement the working capital needs of the organization. The endowment revenue is unrestricted and will be used to supplement the working capital needs of the organization. Schedule D, Part X, Line 2 Uncertain tax positions--Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition in the financial statements. Management does not believe its evaluation of tax positions will significantly change within twelve months of June 30, 2016. Any changes in tax positions will be recorded when the ultimate outcome becomes known. The Center's income tax returns are subject to examination by taxing authorities generally for the years ended June, 2015, 2014, and 2013. Schedule D, Part XI, Line 2d As reported in Section VIII of Form 990, the Center maintains an inventory for sale to clients and former clients of living aids and appliances to assist those who are blind or have low vision. The cost of inventory sold is reported in Section VIII which was $151,213 for the fiscal year ended June 30, 2016. Schedule D, Part XII, Line 2d As reported in Section VIII of Form 990, the Center maintains an inventory for sale of living aids and appliances to assist the blind and those with low vision. The cost of inventory sold is reported in Section VIII which was $151,213 for the fiscal year ended June 30, 2016. Canine Walk 87070 0 87070 0 0 0 0 0 15392 0 0 87070 0 87070 0 0 0 0 0 15392 15392 71678 X X X 0 0 0 0 0 0 0 0 0 Joseph F Abely President and Board Member 165444 0 0 0 0 0 0 0 25188 0 190632 0 166022 0 Schedule J, Part I, Line 3 The President's compensation is determined/reviewed by the Human Resource Committee and the Board of Directors. Joseph E Abely President and voting Board Member 160000 Annual compensation approved by the Board of Directors 0 Form 990, Part III, Line 4d Other Program Services: 1. Computer training is provided to persons who have low vision or are blind to learn assistive technologies and computer applications so they may be employed, attend school, and engage independently in the community. Special software is used that enlarges screen resolution, speech output programs, braille displays, and other similar tools. Instruction is provided at the Center's Rachael Rosenbaum Technology Center and at job sites. Technology services were provided to approximately 99 individuals who received 99 weeks of instruction during fiscal 2016. 2. Outdoor Enrichment: The Center organizes a variety of recreational activities for the blind such as hiking, sailing, skiing, tandem biking, canoeing, horseback riding and fishing. During fiscal 2016 125 persons engaged in such activities supported by approximately 99 volunteers who provided 9,999 of voluntary service hours. 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 A, Line 7a The members of the Corporation are authorized to elect the Board of Directors and Officers. Form 990, Part VI, Section B, Line 11b The Center's Finance Office prepares the Form 990, which is reviewed by the CFO/Director of Finance, the President, and the organization's independent certified public accountants. Thereafter, it is submitted to the organization's governing body and/or authorized Committeee for their review, comments, and information. Form 990, Part VI, Section B, Line 12c Each Board member is required to sign a conflict of interest statement. Form 990, Part VI, Section B, Line 15 The organization utilizes national survey information from Vision Serve Alliance which is reviewed by the Board's Personnel Committee and others as needed. Form 990, Part VI, Section C, Line 19 In accordance with recommendations of Guidestar and the Boston Better Business Bureau the organization posts its conflict of interest policy on its website. The following items are not posted on the website: Articles of Organization, corporate by-laws and audited financial statements. 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. Audited financial statements are available for viewing and or downloading from the Massachusetts Public Charities Division, Office of the Attorney General of Massachusetts.