2013-11-12T11:30:17-07:00 2013-06-30 990 2012-07-01 042106173 THE CARROLL CENTER FOR THE BLIND INC CARR 6179696200 770 CENTRE STREET NEWTON MA 024582530 Joseph Abely 6179696200 2013-11-15 2012 2016-02-25 16:41:14Z Joseph F Abely President 770 Centre Street Newton MA 02458 6798033 0 X www.carroll.org X 1947 MA Rehabilitation of blind individuals; independent living skills to blind persons of all ages; school-based education services to the blind for grades K-12. 20 19 138 180 0 0 1049246 1582120 3555371 3966565 5706 20846 1267981 -47896 5878304 5521635 0 0 0 0 4068902 4396765 0 0 402610 1558486 1660016 5627388 6056781 250916 -535146 7857242 7253476 535403 466726 7321839 6786750 Rehabilitation to newly blind adults; independent travel and living skills to blind persons of all ages; school based education to blind children grades K-12. 0 0 1577049 0 1099049 Personal Vocational Adjustment 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, as well as exercise and yoga, counseling, woodworking to gain non-visual skills and confidence and, pre-vocational skills. For the fiscal year ended June 2013 752 weeks of service were provided to 117 clients. 1770547 0 1898255 Community Mobility Program: Expenses: $537,040 Revenue $417,014 For fiscal year 2013 647 blind adults were provided with 5,868 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 $1,233,507 Revenue $1,481,241. 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 2013 297 school-aged children received 16,092 hours of specialized instruction. 635155 0 679980 Massachusetts Instructional Materials Library: Under contract with the State Department of Elementary and Secondary Education (DOE), the Center manages the state mandated service making accessible books and materials for school-aged children who are visually impaired. The AIM library served over 2,000 students and lent out 6,922 items during the fiscal year ended 2013. 720395 0 288862 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 47 individuals who received 80 weeks of instruction during fiscal 2013. 2. On-Line Courses: To enable persons who are blind to access skills training, the Carroll Center offers courses through the internet in technology and adaptive skills. During fiscal 2013 approximately 1,000 individuals utilized such on-line courses comprising approximately 25,000 hours of learning time. 3. Outdoor Enrichment: The Center organizes a variety of recreational activities for persons who are blind including hiking, sailing, skiing, tandem biking, and canoeing. The Center's sailing team competed in the 2013 world championships in Japan. During fiscal 2013 125 persons engaged in such activities supported by approximately 59 volunteers who provided 1,857 of voluntary service hours. 720395 0 288862 4703146 1 1 0 1 0 0 0 0 0 1 1 1 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 31 0 1 138 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X Deanna Asselin Controller 6179696200 770 CENTRE STREET NEWTON MA 024582530 Dean R Wasserman MD 1 0 X 0 0 0 Joseph F Abely 37.5 0 X X X 155991 0 4163 David A Cifrino Esq 1 0 X 0 0 0 Robert J Corcoran 1 0 X 0 0 0 Joseph Finn CPA 1 0 X 0 0 0 Lawrence A Heimlich Esq 1 0 X 0 0 0 Thomas Hines MD 1 0 X 0 0 0 Philip Johnston 1 0 X 0 0 0 John J McCarthy Esq 1 0 X X 0 0 0 Carol S Parks 5 0 X X 0 0 0 George Regan 1 0 X 0 0 0 Rachel E Rosenbaum 1 0 X 0 0 0 Paul Saner 1 0 X 0 0 0 William H McMahon IV 1 0 X 0 0 0 Arthur ONeill 1 0 X X X 44568 0 1679 Maryann P Sullivan 1 0 X X 0 0 0 Stephen E Butler 1 0 X 0 0 0 Carol A Covell 1 0 X 0 0 0 Lofti B Merabet OD PhD 1 0 X 0 0 0 Stephen Hines 1 0 X 0 0 0 200559 0 5842 2 1 1 0 1582120 1582120 Personal Vocational Adjustment 624310 1099468 1099468 0 0 Mobility Services 624310 417014 417014 0 0 Educational Services 624310 1481241 1481241 0 0 Diagnosis, Evaluation, Computer Training 624310 107271 107271 0 0 Accessible Instructional Materials Library 624310 679980 679980 0 0 181591 181591 0 0 3966565 20846 0 0 20846 0 0 1092292 0 1092292 0 0 0 0 0 0 0 29434 0 4906 24528 0 24528 101798 179200 -77402 -77402 0 0 4978 4978 0 0 4978 5521635 3894141 0 45374 166695 33187 133508 0 0 0 0 0 3597522 2896132 439105 262285 53260 41112 10278 1870 309352 231190 64830 13332 269936 211202 40503 18231 0 0 0 0 3900 0 3900 0 25200 0 25200 0 0 0 0 0 0 0 0 0 0 0 85029 19887 38473 26669 9983 4030 5853 100 145678 58787 32871 54020 0 0 0 0 0 0 0 0 231449 169063 47817 14569 138248 93165 45055 28 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 153384 128988 19744 4652 81729 59819 18546 3364 Kitchen and Food Expense 212511 209563 2653 295 Educational Materials and Supplies 446673 446673 0 0 Service and Maintenance Contracts 43805 35394 6404 2007 82427 64954 16285 1188 6056781 4703146 951025 402610 1280 1270 293330 124598 52162 315455 686667 794832 0 0 0 0 0 0 51456 53631 21339 35782 6314115 2768316 3687689 3545799 1482310 1624099 1576984 753985 0 0 0 0 4025 4025 7857242 7253476 324741 223163 0 0 0 0 0 0 0 0 0 0 0 0 0 0 210662 243563 535403 466726 X 6551474 5990648 209098 209835 561267 586267 7321839 6786750 7857242 7253476 -535146 57 X 0 1 X 1 1 1 X 2440131 1148538 958375 1049246 1606648 7202938 0 0 0 0 0 0 0 0 0 0 0 0 2440131 1148538 958375 1049246 1606648 7202938 2811047 4391891 84472 86846 12855 6611 20846 211630 0 0 0 0 0 0 0 0 0 0 0 0 7414568 18445532 0.59233 0.56851 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10500 10500 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Other Activities: Philip Johnston is a member of the Board of Directors and through his firm, Philip Johnston & Associates has assisted the organization in its outreach efforts to the state legislature and the and certain State agencies. 3059294 25000 20903 0 727113 0 2378084 2659904 1263012 6084 0 869706 0 3059294 3004237 50000 7433 0 401766 0 2659904 3110559 30000 395462 0 531784 0 3004237 3161397 1336480 -465902 0 921416 0 3110559 0.75 0.25 0 0 0 86593 0 86593 5653114 0 2270921 3382193 0 0 0 0 570214 0 497395 72819 4194 0 0 4194 3545799 Morgan Stanley Bank N.A. Invested Cash 214770 F Boston Private Bank Money Market 539215 F 753985 0 Accrued Vacation 125422 Accrued Payroll 66657 Accrued and withheld payroll taxes 24291 Accrued and withheld retirement liability 16794 Voluntary payroll withholdings 10399 243563 X 5700892 57 0 0 179200 179257 5521635 0 0 0 5521635 6235981 0 0 0 179200 179200 6056781 0 0 0 6056781 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Board designated endowment will be used to supplement the working capital needs of the organization. True endowment revenue will be used to supplement the working capital needs of the organization. SchD_P10_S00_L02 Schedule D, Part X, Line 2 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 29, 2013. 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, 2012, 2011, and 2010. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d As reported in Section VIII, Line 10a of Form 990, the Center maintains an inventory of appliances for sale to low-vision and blind individuals such as canes, braille monitors, braille and speaking timepieces. The cost of goods sold of such appliances is reported in Part VIII, Line 10b, thus reduces revenue. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d As reported on Form 990, Part VIII, Line 10a the Center maintains an inventory of devices, appliances, and related items to assist those with low-vision and the blind. This is the cost of providing such items and services to the Center's clients. Canines for Carroll 29434 0 29434 0 0 0 0 0 4906 0 0 29434 0 29434 0 0 0 0 0 4906 4906 24528 SchG_P02_S00_L01 Schedule G, Part II, Line 1 An event celebrating seeing-eye canines was held on the campus with many making registration donations. SchG_P02_S00_L09 Schedule G, Part II, Line 9 Various expenses were incurred, none of significance, for this event, all direct. X 0 0 0 0 0 0 0 0 0 Joseph F Abely 155991 0 0 0 0 0 3779 0 384 0 160154 0 0 0 Arthur ONeill 44568 0 0 0 0 0 325 0 1354 0 46247 0 2698 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The President's compensation is determined by a Personnel Committee and the Board of Directors. Joseph Abely Officer and Board Member 161840 Compensation 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 There are members of the Corporation who are also the members of the Board of Directors. Their duties are to elect and appoint Directors and Officers. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The members of the Corporation are authorized to elect the Board of Directors and Officers. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Business Office prepares the Form 990, which is reviewed by the Controller, the President, the organization's independent certified public accountants, and is submitted to the organization's governing body or authorized committee thereof for their comments. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each board member is required to read and sign a conflict of interest statement. This is done regularly and we furnish to the members a list of our major vendors for purposes of identifying possible conflicts of interests or other relationships. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The organization utilizes national salary survey information available from Vision Service Alliance which is reviewed by the board's personnel committee as needed. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 In accordance with recommendations of Guidestar and the Boston Better Business Bureau, we have posted our Conflict of Interest policy document on our website. We have not posted the following documents: Articles of Organization; by-laws; financial statements. These documents are available from the Massachusetts Secretary of State's website and/or the Massachusetts Division of Public Charities, which is part of the Office of the Attorney General of Massachusetts where audited financial statements and this IRS Form 990 are filed annually.