THE MARY WADE HOME INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MARY WADE HOME INCORPORATED (EIN 06-0662192)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202402289349301670
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T11:14:58-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060662192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY WADE HOME INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 2035627222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 CLINTON AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HUNTER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2035627222 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2024-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID HUNTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 CLINTON AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,461,337 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARYWADE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THOSE IN NEED WITH THE HIGHEST QUALITY OF SUPERVISED SKILLED NURSING, RESIDENTIAL SERVICES, HOME CARE, SOCIAL AND MEDICAL PROGRAMS IN ORDER TO MAINTAIN THE RESIDENT'S INDIVIDUALITY IN OUR DIGNIFIED, CARING, AND CONTINUALLY GROWING COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 434 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,487,056 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,522,818 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,303,496 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,900,064 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,863 | PYOtherRevenueAmt |
| CY Other Revenue | $10,348 | CYOtherRevenueAmt |
| PY Total Revenue | $16,858,921 | PYTotalRevenueAmt |
| CY Total Revenue | $17,442,203 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,054,150 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,233,737 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $43,200 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $39,600 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $311,254 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,683,231 | PYOtherExpensesAmt |
| CY Other Expenses | $6,592,629 | CYOtherExpensesAmt |
| PY Total Expenses | $17,780,581 | PYTotalExpensesAmt |
| CY Total Expenses | $17,865,966 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$921,660 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$423,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,240,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,981,461 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,281,581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,435,335 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$41,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$453,874 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MARY WADE HOME PROVIDES THE HIGHEST-QUALITY COMPASSIONATE CARE, SENIOR LIVING, AND SERVICES THAT PROMOTE WELLNESS FOR OLDER ADULTS IN GREATER NEW HAVEN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,302,051 | ExpenseAmt |
| Revenue | $12,032,660 | RevenueAmt |
| Desc | PROVIDES LONG TERM CARE TO THE ELDERLY. THE PROGRAMS OFFER SKILLED NURSING SERVICES, FULL REHABILITATIVE THERAPY, AS WELL AS FOOD AND SHELTER. APPROXIMATELY 82% OF THE SERVICES ARE PROVIDED TO THE ELDERLY WHO PARTICIPATE IN THE MEDICARE AND MEDICAID PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,261,552 | ExpenseAmt |
| Revenue | $2,258,484 | RevenueAmt |
| Desc | OPERATES A RESIDENTIAL CARE FACILITY. THIS SERVICE PROVIDES FOOD AND SHELTER TO THE ELDERLY WHO CANNOT LIVE INDEPENDENTLY BUT ARE NOT IN NEED OF SKILLED NURSING CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,098,019 | ExpenseAmt |
| Revenue | $619,268 | RevenueAmt |
| Desc | ADULT DAY CARE - PROVIDES ADULT DAY CARE PROGRAMS AND TRANSPORTATION SERVICES TO A DIVERSE GROUP OF ELDERLY CONSUMERS. THE DYNAMIC NEEDS OF EACH PERSON ARE MET WITH CONTINUOUSLY EVOLVING CARE AND SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,661,622 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 434 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM GINTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036727817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 CLINTON AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065133100 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOANNE MCGLOIN | ||||||||
| CHAIR | 0.40 | 3.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE TOPOLOSKY | ||||||||
| VICE CHAIR | 0.20 | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA C ADAMS | ||||||||
| TREASURER | 0.20 | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE HENCHEL MD | ||||||||
| SECRETARY | 0.20 | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY BETH CANAVAN | ||||||||
| DIRECTOR | 0.20 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| BERNADETTE DIGIULIAN | ||||||||
| DIRECTOR | 0.20 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE FUNK | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA A GANUN | ||||||||
| DIRECTOR | 0.20 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED J GOLDBERG | ||||||||
| DIRECTOR (UNTIL 12/22) | 0.20 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| REV THOMAS JACKSON | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KESSLER | ||||||||
| DIRECTOR | 0.20 | 1.30 | Yes (X) | $0 | $0 | $0 | ||
| BRANDON MCFARLANE | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MORAND | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS R NICHOLSON JR PHD | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE LEE RODRIGUEZ | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD S SPITZER | ||||||||
| DIRECTOR | 0.20 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA STANTON | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| LEN SUZIO | ||||||||
| DIRECTOR (UNTIL 12/22) | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN E WNEK | ||||||||
| DIRECTOR (UNTIL 12/22) | 0.40 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN WOLFSON MD | ||||||||
| DIRECTOR | 0.20 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HUNTER | ||||||||
| PRESIDENT & CEO | 19.00 | 21.00 | Yes (X) | $143,135 | $158,201 | $50,182 | ||
| WILLIAM GINTER | ||||||||
| CFO | 25.00 | 15.00 | Yes (X) | $98,178 | $58,906 | $22,990 | ||
| DOUGLAS MELANSON | ||||||||
| ADMINISTRATOR (UNTIL 11/22) | 40.00 | 0.00 | $136,382 | $0 | $30,128 | Yes (X) | ||
| LISA HOTTIN | ||||||||
| VP OF ADVANCEMENT | 40.00 | 0.00 | $126,738 | $0 | $9,435 | Yes (X) | ||
| KERREN RUFFNER | ||||||||
| DIRECTOR CLINICAL SERVICES | 40.00 | 0.00 | $125,915 | $0 | $19,054 | Yes (X) | ||
| HELEN HOILETT | ||||||||
| C.N.A | 40.00 | 0.00 | $149,455 | $0 | $13,225 | Yes (X) | ||
| VERONICA DELEON | ||||||||
| RN | 40.00 | 0.00 | $141,721 | $0 | $22,830 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $921,524 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $217,107 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,844 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHPRO HERITAGE | |||||
| 536 OLD HOWELL RD | GREENVILLE | SC | 29615 | THERAPY SERVICES | $600,015 |
| TOOLS4DATA | |||||
| 176 ROUTE 81 SUITE 4A | KILLINGWORTH | CT | 06419 | IT SERVICES | $150,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $450,000 | RelatedOrganizationsAmt |
| Government Grants | $1,991,447 | GovernmentGrantsAmt |
| All Other Contributions | $81,371 | AllOtherContributionsAmt |
| Total Contributions | $2,522,818 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SKILLED NURSING FACILITY | 623000 | $12,022,312 | $12,022,312 |
| RESIDENT CARE REVENUES | 623000 | $2,258,484 | $2,258,484 |
| ADULT DAY CARE REVENUES | 623000 | $619,268 | $619,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,900,064 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,530 | TotalRevenueColumnAmt |
| Exclusion | $6,530 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,469 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,469 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,108 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,665 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,443 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,443 | TotalRevenueColumnAmt |
| Exclusion | $2,443 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,348 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,348 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,348 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,442,203 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,910,412 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,973 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,976 | TotalAmt |
| Program Services | $26,776 | ProgramServicesAmt |
| Management And General | $424,200 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,540 | TotalAmt |
| Fundraising | $84,540 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,874,884 | TotalAmt |
| Program Services | $7,648,356 | ProgramServicesAmt |
| Management And General | $1,097,175 | ManagementAndGeneralAmt |
| Fundraising | $129,353 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,388 | TotalAmt |
| Program Services | $127,550 | ProgramServicesAmt |
| Management And General | $25,798 | ManagementAndGeneralAmt |
| Fundraising | $3,040 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,856 | TotalAmt |
| Program Services | $594,456 | ProgramServicesAmt |
| Management And General | $120,234 | ManagementAndGeneralAmt |
| Fundraising | $14,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,093 | TotalAmt |
| Program Services | $765,110 | ProgramServicesAmt |
| Management And General | $154,750 | ManagementAndGeneralAmt |
| Fundraising | $18,233 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,471 | TotalAmt |
| Management And General | $20,471 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,553 | TotalAmt |
| Management And General | $68,553 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,600 | TotalAmt |
| Fundraising | $39,600 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602 | TotalAmt |
| Management And General | $602 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,316 | TotalAmt |
| Management And General | $37,316 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,267 | TotalAmt |
| Program Services | $87,550 | ProgramServicesAmt |
| Management And General | $231,717 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,722 | TotalAmt |
| Program Services | $148,361 | ProgramServicesAmt |
| Management And General | $148,361 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,410 | TotalAmt |
| Program Services | $416,000 | ProgramServicesAmt |
| Management And General | $22,410 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,129 | TotalAmt |
| Program Services | $73,222 | ProgramServicesAmt |
| Management And General | $2,907 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,684 | TotalAmt |
| Program Services | $564,684 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,129 | TotalAmt |
| Program Services | $484,329 | ProgramServicesAmt |
| Management And General | $40,800 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,160 | TotalAmt |
| Program Services | $283,120 | ProgramServicesAmt |
| Management And General | $53,419 | ManagementAndGeneralAmt |
| Fundraising | $5,621 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PATIENT CARE | $1,646,810 | $1,646,810 | ||
| CONSULTANTS & PURCHASED | $1,480,172 | $1,247,242 | $216,229 | $16,701 |
| PROVIDER TAX | $548,056 | $548,056 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,148 | TotalAmt |
| Management And General | $228,148 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,865,966 | TotalAmt |
| Program Services | $14,661,622 | ProgramServicesAmt |
| Management And General | $2,893,090 | ManagementAndGeneralAmt |
| Fundraising | $311,254 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,993 | BOYAmt |
| EOY | $166,801 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,619 | BOYAmt |
| EOY | $155,682 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,767,079 | BOYAmt |
| EOY | $1,887,975 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,834 | BOYAmt |
| EOY | $75,233 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,414 | BOYAmt |
| EOY | $141,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,271,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,278,783 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,289,828 | BOYAmt |
| EOY | $6,992,270 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,075,237 | BOYAmt |
| EOY | $5,137,421 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,207 | BOYAmt |
| EOY | $383,317 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,606 | BOYAmt |
| EOY | $68,606 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,583,418 | BOYAmt |
| EOY | $34,972,957 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,240,235 | BOYAmt |
| EOY | $49,981,461 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,178,857 | BOYAmt |
| EOY | $2,358,804 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,106 | BOYAmt |
| EOY | $314,485 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,167,156 | BOYAmt |
| EOY | $42,500,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,917 | BOYAmt |
| EOY | $117,344 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,450,621 | BOYAmt |
| EOY | $3,428,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,186,924 | BOYAmt |
| EOY | $1,716,649 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,281,581 | BOYAmt |
| EOY | $50,435,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$152,298 | BOYAmt |
| EOY | -$579,555 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,952 | BOYAmt |
| EOY | $125,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$41,346 | BOYAmt |
| EOY | -$453,874 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,240,235 | BOYAmt |
| EOY | $49,981,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$423,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,235 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,246,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,125,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,487,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,522,818 | CurrentTaxYearAmt |
| Total | $9,670,393 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,362,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,018,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,494,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,312,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,910,412 | CurrentTaxYearAmt |
| Total | $69,096,995 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $15,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,087 | CurrentTaxYearMinus1YearAmt |
| Total | $270,800 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,812,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,264,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,635,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,891,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,433,230 | CurrentTaxYearAmt |
| Total | $79,038,188 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,895 | CurrentTaxYearAmt |
| Total | $234,408 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $38,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,915 | CurrentTaxYearAmt |
| Total | $127,178 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,810 | CurrentTaxYearAmt |
| Total | $361,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $78,676,602 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,999 | CurrentTaxYearAmt |
| Total | $326,089 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,999 | CurrentTaxYearAmt |
| Total | $326,089 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,822,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,408,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,777,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,907,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,448,229 | CurrentTaxYearAmt |
| Total | $79,364,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99030 | PublicSupportPY509Pct |
| Investment Income CY | 0.00410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,983,326 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,214,244 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,324,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,842,828 | OtherExpendituresAmt |
| Administrative Expenses | $193,019 | AdministrativeExpensesAmt |
| End Year Balance | $16,837,723 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,075,016 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,351,278 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,428,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $122,032 | OtherExpendituresAmt |
| Administrative Expenses | $190,380 | AdministrativeExpensesAmt |
| End Year Balance | $19,983,326 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,705,066 | BeginningYearBalanceAmt |
| Contributions | $5,048,531 | ContributionsAmt |
| Investment Earnings Or Losses | $4,469,868 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,018,522 | OtherExpendituresAmt |
| Administrative Expenses | $129,927 | AdministrativeExpensesAmt |
| End Year Balance | $26,075,016 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,688,634 | BeginningYearBalanceAmt |
| Contributions | $2,620,977 | ContributionsAmt |
| Investment Earnings Or Losses | $1,737,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,239,108 | OtherExpendituresAmt |
| Administrative Expenses | $103,322 | AdministrativeExpensesAmt |
| End Year Balance | $22,705,066 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,669,947 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $602,786 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $481,872 | OtherExpendituresAmt |
| Administrative Expenses | $102,227 | AdministrativeExpensesAmt |
| End Year Balance | $21,688,634 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $320,191 | OtherCostOrOtherBasisAmt |
| Book Value | $320,191 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,611,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,955,029 | DepreciationAmt |
| Book Value | $5,656,221 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,761,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,035,062 | DepreciationAmt |
| Book Value | $726,012 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $578,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $288,692 | DepreciationAmt |
| Book Value | $289,846 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,992,270 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE TO/FROM RELATED PARTIES | $34,591,830 |
| START-UP COSTS | $380,992 |
| ESCROW DEPOSITS | $135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $34,972,957 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $424,148 |
| OTHER | $1,173,335 |
| PAYCHECK PROTECTION PROGRAM | $86,078 |
| CHEFA LOAN | $33,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,716,649 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AT THE OPTION OF EACH RESIDENT, THE ORGANIZATION HOLDS FUNDS FOR RESIDENTS IN A SEPARATE ACCOUNT. THE RESIDENTS FUNDS ARE POOLED TOGETHER INTO ONE ACCOUNT BUT ARE NOT COMMINGLED WITH THE ORGANIZATION'S OPERATING ACCOUNT. RESIDENTS CAN REQUEST THEIR FUNDS AT ANY TIME. |
| PART V, LINE 4: | $16,724,135 OF THE ENDOWMENT IS HELD BY MW HEALTHCARE, INC., FOR THE PURPOSE OF SUPPORTING THE MARY WADE HOME, INC. THE REMAINING $113,588 IS HELD BY THE MARY WADE HOME, INC. AND IS USED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE ORGANIZATION'S PROGRAMS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. |
| PART X, LINE 2: | THE COMPANY HAS ADOPTED THE ACCOUNTING INTERPRETATION REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES THAT PRESCRIBES HOW AN ENTITY SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE POSITIONS THAT IT HAS TAKEN OR EXPECTS TO TAKE ON ITS TAX OR INFORMATION RETURNS. THE COMPANY ASSESSED THE IMPACT OF THIS INTERPRETATION AND DETERMINED THAT IT DOES NOT HAVE A MATERIAL IMPACT ON ITS CONSOLIDATED FINANCIAL STATEMENTS. AT SEPTEMBER 30, 2023, THE COMPANY BELIEVES THAT NO SUCH ACCRUALS ARE REQUIRED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIVING COLLABORATIVE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 MORGAN AVE | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING SERVICES RELATED TO IN HOUSE FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $39,600 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $39,600 | TotalRetainedByContractorsAmt |
| Licensed States | CT | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID HUNTER | ||||||||||||||
| PRESIDENT & CEO | $143,135 | $158,201 | $0 | $0 | $0 | $0 | $15,113 | $16,703 | $8,724 | $9,642 | $166,972 | $184,546 | $0 | $0 |
| WILLIAM GINTER | ||||||||||||||
| CFO | $98,178 | $58,906 | $0 | $0 | $0 | $0 | $3,099 | $1,860 | $11,269 | $6,762 | $112,546 | $67,528 | $0 | $0 |
| DOUGLAS MELANSON | ||||||||||||||
| ADMINISTRATOR (UNTIL 11/22) | $136,382 | $0 | $0 | $0 | $0 | $0 | $4,360 | $0 | $25,768 | $0 | $166,510 | $0 | $0 | $0 |
| VERONICA DELEON | ||||||||||||||
| RN | $141,721 | $0 | $0 | $0 | $0 | $0 | $4,439 | $0 | $18,391 | $0 | $164,551 | $0 | $0 | $0 |
| HELEN HOILETT | ||||||||||||||
| C.N.A | $149,455 | $0 | $0 | $0 | $0 | $0 | $4,557 | $0 | $8,668 | $0 | $162,680 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20775DDE9 | CUSIPNum |
| Bond Issued | 2019-09-26 | BondIssuedDt |
| Issue Price | $46,513,616 | IssuePriceAmt |
| Purpose | BUILD NEW ASSISTED LIVING FACILITY AND RETIRE OUTSTANDING DEBT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $300,000 | RetiredAmt |
| Total Proceeds | $46,513,616 | TotalProceedsAmt |
| In Reserve Fund | $2,925,000 | InReserveFundAmt |
| Capitalized Interest | $3,089,981 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $930,272 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $28,850,333 | CapitalExpendituresAmt |
| Other Spent Proceeds | $10,718,030 | OtherSpentProceedsAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, PROCEEDS EXPLANATION | FormAndLineReferenceDesc |
| Explanation | OTHER SPENT PROCEEDS RELATE TO PRIOR DEBT ($10,718,030) THAT WAS RETIRED WITH BOND PROCEEDS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA HUNTER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CHILD OF OFFICER | RelationshipDescriptionTxt |
| Transaction | $84,540 | TransactionAmt |
| Transaction | EMPLOYMENT - DIRECTOR OF MARKETING/COMMUNICATIONS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER AND AUTHORITY TO ACT FOR THE BOARD WITHIN THE LIMITS OF THE ACT AND THE CORPORATE PURPOSES SET FORTH IN THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION. WHENEVER IT HAS EXERCISED ANY SUCH POWERS AND AUTHORITY, IT SHALL REPORT THEREON TO THE BOARD AT THE NEXT MEETING OF THE BOARD. NOTWITHSTANDING ANY OTHER PROVISION, THE EXECUTIVE COMMITTEE MAY NOT (I) APPROVE OR RECOMMEND TO THE MEMBER ANY ACTION THAT THE ACT REQUIRES TO BE APPROVED BY THE MEMBER; FILL VACANCIES ON THE BOARD OR ANY OF ITS COMMITTEES; (III) ADOPT, AMEND OR REPEAL THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OR THE AMENDED AND RESTATED BY-LAWS; (IV) APPROVE A PLAN OF MERGER; (V) APPROVE A SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE PROPERTY OF MARY WADE, OTHER THAN A MORTGAGE, PLEDGE OR OTHER ENCUMBRANCE, OR (VI) APPROVE A PROPOSAL TO DISSOLVE. |
| FORM 990, PART VI, SECTION A, LINE 3 | MW HEALTHCARE, INC. PROVIDES MANAGEMENT SERVICES TO THE MARY WADE HOME, INC. AND MARY WADE RESIDENCE INC. AND HOLDS AND MANAGES THE ENDOWMENT ASSETS FOR THE BENEFIT OF THE MARY WADE HOME, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | MW HEALTHCARE, INC. IS THE SOLE MEMBER OF THE MARY WADE HOME, INC. AND IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES OF MARY WADE HOME ELECTS NEW TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER, MW HEALTHCARE, INC., HAS THE RIGHT TO VOTE ON ALL MATTERS UPON WHICH MEMBERS OF A CONNECTICUT NONSTOCK CORPORATION ARE AFFORDED THE RIGHT TO VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. A COMPLETE COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND INQUIRIES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S PARENT ORGANIZATION HAS A CORPORATE COMPLIANCE OFFICER WHO SENDS OUT CONFLICT OF INTEREST STATEMENTS TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF MANAGERS. CERTAIN RESTRICTIONS ARE PLACED ON PERSONS WITH A CONFLICT. THEY ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DISCUSSIONS AND DECISIONS REGARDING THE TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE CEO PREPARES PERFORMANCE EVALUATIONS ON SENIOR STAFF, INCLUDING A SELF EVALUATION. THE PERFORMANCE EVALUATIONS ARE BASED ON DUTIES THAT ARE STATED WITHIN THE JOB DESCRIPTIONS, BENCHMARKS THAT ARE USED IN QUARTERLY DASHBOARD REPORTS (I.E. CENSUS, PAYOR MIX, STAFF TURNOVER, FINANCIAL INDICATORS, ETC.) AND ANNUAL GOALS. THE EVALUATIONS INCLUDE CURRENT ANNUAL SALARY (INCLUDING BONUSES), AND INCREASES THAT ARE RECOMMENDED TO THE COMMITTEE BY THE CEO. THE CEO MEETS WITH THE GOVERNANCE COMMITTEE TO REVIEW PERFORMANCES AND ANSWER QUESTIONS, AND SUBMITS RECOMMENDATIONS FOR SALARY INCREASES, AND/OR REASONS FOR NOT INCREASING SALARIES. THE GOVERNANCE COMMITTEE MEETS SEPARATELY WITHOUT STAFF TO DISCUSS THE EVALUATIONS AND RECOMMENDATIONS. TO ASSIST MANAGEMENT AND MEMBERS OF THE GOVERNANCE COMMITTEE IN PROVIDING A COMPARISON ANALYSIS FOR EACH POSITION, THREE HUMAN RESOURCE WAGE AND BENEFIT RESOURCES ARE UTILIZED, AS LISTED BELOW: 1.) NURSING HOME SALARY & BENEFITS REPORT, 2021-2022, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADING AGE, PUBLISHED JULY 2022, EFFECTIVE DATE OF DATA: MARCH 2022. 2.) CONTINUING CARE RETIREMENT COMMUNITY SALARY & BENEFITS REPORT2.) CONTINUING CARE RETIREMENT COMMUNITY SALARY & BENEFITS REPORT, 2021-2022, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JULY 2022, EFFECTIVE DATE OF DATA: MARCH 2022. 3.) COMPENSATION & BENEFITS SURVEY, CONDUCTED BY KARDASLARSON, LLC, A HUMAN RESOURCE CONSULTING FIRM HEADQUARTERED IN GLASTONBURY, CT. THIS REPORT WAS SPONSORED BY LEADINGAGE CONNECTICUT AND LEADINGAGE MASSACHUSETTS AND THE SURVEY INCLUDES RESULTS FROM ORGANIZATIONS IN CT AND MA. THE SURVEY WAS PUBLISHED AUGUST 2022. THE ANNUAL PERFORMANCE EVALUATIONS AND RECOMMENDATIONS FOR COMPENSATION PACKAGES (INCLUDING BONUSES) ARE PRESENTED TO THE BOARD OF MANAGERS BY THE GOVERNANCE COMMITTEE IN SPECIAL SESSION. FOLLOWING BOARD ACTION, A REPRESENTATIVE OF THE GOVERNANCE COMMITTEE MEETS WITH THE CEO TO COMMUNICATE THE ACTIONS THAT WERE TAKEN. THE CEO MEETS SEPARATELY WITH SENIOR STAFF MEMBERS TO REVIEW THEIR EVALUATIONS AND COMPENSATION PACKAGE FOR THE COMING YEAR. THE CEO COMPENSATION IS DELIBERATED BY AND THE RESULTING DECISION IS DOCUMENTED BY THE GOVERNANCE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THIS TIME, THE ORGANIZATION HAS NOT HAD ANY REQUEST TO REVIEW THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. HOWEVER, THIS INFORMATION IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY WADE AT HOME LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 CLINTON AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474030778 | EIN |
| Primary Activities | TO PROVIDE NON-MEDICAL HOME CARE SERVICES TO SENIORS | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY WADE HOME INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MW HEALTHCARE INC | |||||||||||
| 118 CLINTON AVENUE | NEW HAVEN | CT | 06513 | 270268085 | OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE MARY WADE HOME, INC. | CT | 501(C)(3) | LINE 12B, TYPE II | N/A | 0 | |
| MWH HOLDINGS INC | |||||||||||
| 118 CLINTON AVENUE | NEW HAVEN | CT | 06513 | 611403583 | TITLE HOLDING CORPORATION FOR A NON-FOR-PROFIT CORPORATION | CT | 501(C)(2) | N/A | Yes (1) | MW HEALTHCARE INC | |
| MARY WADE RESIDENCE INC | |||||||||||
| 118 CLINTON AVENUE | NEW HAVEN | CT | 06513 | 821367321 | OPERATE MEMORY CARE AND ASSISTED LIVING FACILITIES FOR THE FRAIL ELDERLY | CT | 501(C)(3) | LINE 10 | Yes (1) | MW HEALTHCARE INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MWH HOLDINGS INC | ||
| K | $60,000 | COST |
| MARY WADE RESIDENCE INC | ||
| E | $34,065,166 | COST |
| MARY WADE RESIDENCE INC | ||
| O | $2,929,710 | COST |
| MW HEALTHCARE INC | ||
| O | $188,029 | COST |
| MW HEALTHCARE INC | ||
| C | $450,000 | COST |