2024-02-13T12:23:58-06:00 2023-09-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2022-10-01 061017444 CONNECTICUT BAPTIST HOMES INC CONN 2032371206 292 THORPE AVENUE MERIDEN CT 064507184 PATRICIA MORSE PRESIDENT 2032371206 2024-02-12 1 PATRICIA MORSE 999009999 1 MARY ANTONETTI P00431862 2037819600 2024-02-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA MORSE 292 THORPE AVENUE MERIDEN CT 064507184 28790620 0 X WWW.CTBAPTISTHOMES.ORG X 1983 CT AS A NOT-FOR-PROFIT ORGANIZATION AFFILIATED WITH THE AMERICAN BAPTIST CHURCHES OF CONNECTICUT, CONNECTICUT BAPTIST HOMES, INC. PROVIDES A CONTINUUM OF DISTINCT LEVELS OF CARE THAT PROVIDE REHABILITATIVE SERVICES, NURSING CARE, DEMENTIA CARE AND RESIDENTIAL LIVING SERVICES TO ELDERLY INDIVIDUALS. 14 14 432 16 0 0 449067 3330212 18302211 20471614 1043326 1639512 113971 98184 19908575 25539522 0 0 0 0 11548572 12525407 0 0 0 9361294 10338577 20909866 22863984 -1001291 2675538 40131461 42721900 18655482 18086992 21475979 24634908 RECOGNIZING THE VALUE OF EACH INDIVIDUAL AND GUIDED BY OUR COMMITMENT TO EXCELLENCE AND QUALITY, OUR MISSION AS A FAITH-BASED ORGANIZATION AFFILIATED WITH THE AMERICAN BAPTIST CHURCHES OF CONNECTICUT IS TO PROVIDE COMPASSIONATE CARE AND SERVICES TO OLDER PEOPLE. 0 0 15905756 16483135 OUR SKILLED NURSING AND INTERMEDIATE CARE UNITS COMBINED WITH RESIDENTIAL LIVING PROVIDE REHABILITATIVE SERVICES, NURSING CARE AND SUPPORTED LIVING IN A CONTINUUM THAT SUPPORTS RESIDENTS MAXIMUM INDEPENDENCE, DIGNITY, AND CHOICE IN A FAITH-BASED, MISSION DRIVEN SETTING. 2794417 3577905 OUR INDEPENDENT LIVING COMMUNITY PROVIDES APARTMENT LIVING FOR SENIORS ON A MONTHLY BASIS THAT SUPPORTS RESIDENTS MAXIMUM INDEPENDENCE, DIGNITY, AND CHOICE IN A FAITH-BASED, MISSION DRIVEN SETTING. 813948 410574 OUR ASSISTED LIVING SERVICES AGENCY PROVIDES ASSISTED LIVING SERVICES TO INDIVIDUALS IN OUR INDEPENDENT LIVING COMMUNITY IN ORDER TO MAINTAIN THEIR ABILITY TO LIVE INDEPENDENTLY, MAXIMIZE THEIR INDEPENDENCE, DIGNITY AND CHOICE IN A FAITH-BASED MISSION DRIVEN SETTING. 19514121 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 62 0 1 432 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X THE ORGANIZATION 2032371206 292 THORPE AVENUE MERIDEN CT 064507184 REV HOPETON SCOTT VICE-CHAIRPERSON 0.50 1.00 X X 0 0 0 REV MARGARET D LEWIS SECRETARY 0.50 1.00 X X 0 0 0 SANDRA STEVENS DIRECTOR (UNTIL 12/2022) 0.50 X 0 0 0 BILL SMITH DIRECTOR (UNTIL 12/2022) 0.50 X 0 0 0 JOYCE OLORE DIRECTOR (SINCE 12/2022) 0.50 X 0 0 0 DAVID MARTINO DIRECTOR (SINCE 12/2022) 0.50 X 0 0 0 VICTORIA O ODESINA DIRECTOR (SINCE 12/2022) 0.50 X 0 0 0 MATTHEW JENINGS DIRECTOR (SINCE 12/2022) 0.50 X 0 0 0 FRANK AMAZEEN DIRECTOR 0.50 X 0 0 0 DAVE JONES DIRECTOR 0.50 X 0 0 0 REV RICHARD J DOYLE DIRECTOR 0.50 1.00 X 0 0 0 ROBERT AVENA ESQ DIRECTOR 0.50 X 0 0 0 MARCIA SARRAZIN DIRECTOR 0.50 X 0 0 0 WILLIAM MCMUNN DIRECTOR 0.50 X 0 0 0 DAVID STEVENS DIRECTOR 0.50 X 0 0 0 PETER YOUNG CHAIRPERSON 0.50 1.00 X X 0 0 0 PATRICIA MORSE PRESIDENT AND CEO 40.00 1.00 X 310616 0 32862 ALETA ABAYAO EMPLOYEE 40.00 X 115905 0 22192 SHAUN MASTROIANNI EMPLOYEE 40.00 X 204097 0 42890 COURTNEY SCOTTI EMPLOYEE 40.00 X 110914 0 0 ELIZABETH CROWLEY DIRECTOR OF NURSES 40.00 X 124050 0 10508 ASHA KISTOO AR MANAGER 40.00 X 117823 0 27640 983405 0 136092 6 0 1 0 CE FLOYD 135 SOUTH RD BEDFORD MA 01730 CONSTRUCTION OF ALSA 1923758 HEALTHPRO HERITAGE PO BOX 69268 BALTIMORE MD 21264 WELLNESS SERVICES 619841 FACILITIES COMPLIANCE SERVICES 1492 BERLIN TURNPIKE UNIT B BERLIN CT 06037 MAINTENANCE SERVICES 312880 H&E ENTERPRISE 120 ORCHARD HILL RD POMFRET CENTER CT 06259 GENERAL CONTRACTOR 184482 CCI 102 MAIN STREET OLD SAYBROOK CT 06475 CONSTRUCTION OF ALSA 111706 5 3304037 26175 3330212 PATIENT SVC REV - SKILLED 623000 16228835 16228835 ANCILLARY SVC REVENUE 623000 3670993 3670993 PATIENT SVC REV - RESIDENTIAL 623000 571786 571786 20471614 444717 444717 4445893 3251098 1194795 1194795 1194795 MGT & MAINTENANCE CONTRACT INCOME 900099 98184 98184 98184 25539522 20471614 0 1737696 297202 297202 10160618 9074901 1085717 124840 115534 9306 1167932 1041207 126725 774815 674658 100157 16629 16629 259617 259617 74151 74151 602735 176260 426475 123211 123211 529946 7113 522833 1943098 1943098 11891 11891 24662 24662 729736 729736 1553668 1553668 434711 163424 271287 FOOD AND DIETARY CONTRA 1356361 1356361 PROVIDER TAXES 833064 833064 MEDICAL THERAPY 743020 743020 MEDICATIONS 510934 510934 591143 591143 22863984 19514121 3349863 0 X 228321 1370013 1743512 709161 1088267 4232586 194625 156599 119983 351769 45664760 24303874 22546549 21360886 12625048 9751324 1585156 4789562 40131461 42721900 1289888 1425145 8054420 7456208 64731 57551 8880262 8766102 366181 381986 18655482 18086992 X 18851259 21904171 2624720 2730737 21475979 24634908 40131461 42721900 X 2675538 377374 106017 X X 0 1 X 1 0 X 28022 437262 2432323 449067 3330212 6676886 6110052 6464926 14829498 18302211 20471614 66178301 6138074 6902188 17261821 18751278 23801826 72855187 0 0 0 72855187 133510 112095 306375 333071 444717 1329768 312395 349154 661549 445905 461249 306375 333071 444717 1991317 125826 123660 124096 113971 98184 585737 6709805 7487097 17692292 19198320 24344727 75432241 0.96580 0.97250 0.02640 0.01720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MGMT MAINTENANCE CONTRACT - 2018 AMOUNT: $ 125,826. 2019 AMOUNT: $ 100,818. 2020 AMOUNT: $ 124,096. 2021 AMOUNT: $ 113,971. 2022 AMOUNT: $ 98,184. OTHER INCOME - 2019 AMOUNT: $ 22,842. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 436519 436519 39144433 22767316 16377117 5868528 1496060 4372468 215280 40498 174782 21360886 INTEREST IN PERPETUAL TRUSTS 1691173 ASSETS LIMITED TO USE BY LENDER 675000 LOAN RECEIVABLE - RELATED PARTY 2423389 4789562 SECURITY DEPOSITS 381986 381986 X 25842745 377374 377374 25465371 74151 74151 25539522 22789833 0 22789833 74151 74151 22863984 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A CUSTODIAN FOR THE RESIDENTS' FUNDS, WHICH THEY CAN THEN USE AND SPEND AT THEIR DISCRETION FOR PERSONAL SERVICES. PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM NOTE ONE OF THE FINANCIAL STATEMENTS: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS 288 THORPE IS A SINGLE MEMBER LLC, IT IS TREATED AS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. X X X X 0 0 0 0 0 0 0 0 0 PATRICIA MORSE PRESIDENT AND CEO 310616 0 0 0 0 0 7838 0 25024 0 343478 0 0 0 SHAUN MASTROIANNI EMPLOYEE 204097 0 0 0 0 0 2398 0 40492 0 246987 0 0 0 A STATE OF CT HEALTH & ED FACILITIES AUTHORITY 060806186 2013-03-13 11454000 REFINANCE OF PRIOR BONDS 0 0 0 A 3659097 11454000 225924 11228076 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: STATE OF CT HEALTH & ED FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 03/13/2023 SCHEDULE K, PART II, LINE 11: THE OTHER SPEND PROCEEDS INCLUDED IN COLUMN A LINE 11 WERE USED TO CURRENTLY REFUND BONDS ISSUED ON 1/21/1999 AND 1/17/2008. FORM 990, PART VI, SECTION A, LINE 2 SANDRA STEVENS AND DAVID STEVENS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE PERFORMANCE OF THE PRESIDENT OF THE ORGANIZATION IS REVIEWED BY THE PERSONNEL COMMITTEE OF THE BOARD. THE FINANCE COMMITTEE THEN UNDERTAKES THE RESPONSIBILITY OF DETERMINING COMPENSATION BASED ON PERFORMANCE INDICATORS. APPROPRIATE SALARY SURVEY(S) ARE REVIEWED FOR COMPARISON PURPOSES. THE FINANCE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR THEIR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE UPON REQUEST AND IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING BODY DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 20 AND 25: THE BEGINNING OF YEAR BALANCE SHEET NUMBERS CHANGED FOR LINE 20 AND 25 DUE TO A PRESENTATIONAL RECLASSIFICATION OF TAX-EXEMPT BONDS. LINE 20 INCREASED FROM $0 TO $8,054,420 AND LINE 25 DECREASED FROM $8,054,420 TO $0. FORM 990, PART XI, LINE 9: CHANGE IN PERPETUAL TRUST 106,017. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE PROCESS DURING THE YEAR. 288 THORPE AVE LLC 288 THORPE AVENUE MERIDEN CT 06450 REAL ESTATE CT 23587 255739 CONNECTICUT BAPTIST HOMES INC CONNECTICUT BAPTIST HOUSING INC (HUD PROJECT #017-35305) 292 THORPE AVENUE MERIDEN CT 06450 061350567 TO PROVIDE ELDERLY HOUSING AND SERVICES CT 501(C)(3) LINE 10 CONNECTICUT BAPTIST HOMES INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CT BAPTIST HOUSING INC L 98184 CASH