2020-04-23T07:44:23-05:00 2019-09-30 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2018-10-01 061083307 STAMFORD ELDERLY HOUSING CORPORATION D/B/A SCOFIELD MANOR STAM 2039771400 614 SCOFIELDTOWN ROAD STAMFORD CT 06903 LISA REYNOLDS CFO 2039771400 2020-04-23 1 EDWARD ENGBERG P01341179 8605223111 72.166.67.13 2020-04-23 08:43:53 ED P 1D3BC522C51437ED34B093846D57C2B2DF0D76BA CA24ECF973123EF8AD4E82DCAE35FEAA6194B244 2018 2020-09-23 17:36:50Z LAVERN JARRET 614 SCOFIELDTOWN ROAD STAMFORD CT 06903 2477997 0 X N/A X 1984 CT TO PROVIDE RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS. 4 4 0 90 0 0 157000 150295 2339778 2319589 0 8113 0 0 2496778 2477997 0 0 0 0 1251417 1254952 0 0 0 959342 1043685 2210759 2298637 286019 179360 636826 584789 482769 259485 154057 325304 TO PROVIDE RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS. 0 0 1868325 2319589 SCOFIELD MANOR PROVIDES RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS WHO COULD NOT RESIDE IN THE COMMUNITY WITHOUT SOME EXTRA HELP. SCOFIELD IS A STATE FUNDED RESIDENTIAL CARE HOME FACILITY THAT CAN ACCOMMODATE 50 RESIDENTS WITH SPECIAL ATTENTION TO SUPERVISED AND INDIVIDUAL CARE NEEDS. 1868325 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X LISA REYNOLDS 2039771400 CHARTER OAK COMMUNITIES - 22 STAMFORD CT 06901 RICH OSTUW PRESIDENT 1.00 X X 0 0 0 SHEILA WILLIAMS-BROWN VICE PRESIDENT 1.00 X X 0 0 0 VINCENT TUFO TREASURER 1.00 39.00 X X 0 356010 93561 COURTNEY A NELTHROPP DIRECTOR 1.00 X 0 0 0 LAVERN JARRET ADMINISTRATOR 40.00 X 0 75803 0 0 431813 93561 0 0 1 0 CREATIVE CULINARY 109 WINESAP ROAD STAMFORD CT 06903 FOOD SERVICE 434393 1 150295 150295 PATIENT FEES 623000 2127108 2127108 FOOD SERVICE 722320 192481 192481 2319589 8113 8113 2477997 2319589 0 8113 830684 691670 139014 424268 352867 71401 128959 128959 1480 1480 17735 17735 277 277 60185 40553 19632 118034 118034 46904 46904 32855 7669 25186 CONTRACTED SERVICES 635134 610628 24506 DUES & SUBSCRIPTIONS 2122 2122 2298637 1868325 430312 0 305172 209318 53000 140250 215704 33584 19534 1042937 902704 99411 140233 5409 636826 584789 210121 113271 272648 146214 482769 259485 X 154057 325304 154057 325304 636826 584789 X 179360 605666 -613779 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 252342 161298 91044 790595 741406 49189 140233 DUE TO RESIDENTS 31169 DUE TO THIRD PARTY PAYERS 115045 146214 0 0 0 0 0 0 0 0 0 VINCENT TUFO TREASURER 0 356010 0 0 0 0 0 81772 0 11789 0 449571 0 0 FORM 990, PART VI, SECTION A, LINE 3 SCOFIELD MANOR IS OWNED AND OPERATED BY CHARTER OAK COMMUNITIES FORMERLY THE STAMFORD ELDERLY HOUSING CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR EXTERNAL ACCOUNTING FIRM AND PRESENTED TO THE EXECUTIVE DIRECTOR FOR REVIEW. ACTING UNDER THE DIRECTION OF THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR SIGNS AND FILES THE FORM 990 ONCE IT HAS BEEN REVIEWED AND APPROVED FOR FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AND UPDATE THE INFORMATION AT ANY TIME A MATTER OF DISCUSSION SHOULD ARISE. FORM 990, PART VI, SECTION C, LINE 19 SCOFIELD MANOR MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, AT ITS ADMINISTRATIVE OFFICE LOCATION IN STAMFORD, CT. FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENT: TO RECORD OUTSTANDING PRINCIPAL AND ACCRUED INTEREST ON LOAN RECEIVABLE FROM NORTH STREET ELDERLY LIMITED PARTNERSHIP, WHICH WAS PREVIOUSLY UNRECORDED. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: TRANSFER OF EQUITY TO CHARTER OAK COMMUNITIES RELATED TO PAYOFF OF LOAN RECEIVABLE FROM NORTH STREET ELDERLY LIMITED PARTNERSHIP. CHARTER OAK COMMUNITIES 22 CLINTON AVENUE STAMFORD CT 06901 066000416 ELDERLY HOUSING CT N/A 0 NORTH STREET ELDERLY LIMITED PARTNERSHIP 22 CLINTON AVENUE STAMFORD CT 06901 061071023 ELDERLY HOUSING CT N/A 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 CHARTER OAK COMMUNITIES - SEE SCHEDULE R PART VII FOR DETAIL COST NORTH STREET ELDERLY LIMITED PARTNERSHIP D 613779 COST SCHEDULE R, PART V, LINE 2 ALL STAFF OF SCOFIELD MANOR ARE EMPLOYEES OF CHARTER OAK COMMUNITIES (COC). IN ADDITION, ALL OPERATING EXPENSES OF SCOFIELD MANOR ARE PAID OUT OF A REVOLVING FUND OPERATED BY COC. ON A MONTHLY BASIS, COC CHARGES SCOFIELD MANOR THE DIRECT COSTS OF SCOFIELD MANOR INCLUDING THE COSTS OF ITS STAFF, INCLUDING PAYROLL TAXES AND BENEFITS AND ALL OTHER OPERATING EXPENSES. THE AMOUNTS ADVANCED ARE NONINTEREST BEARING AND ARE DUE ON DEMAND. ON OCCASION, SCOFIELD MANOR WILL PAY THE COST OF OPERATING EXPENSES IN ADVANCE. AT SEPTEMBER 30, 2019 AND 2018, RESPECTIVELY, $79,615 WAS DUE FROM AND $65,107 WAS DUE TO COC. IN ADDITION, COC PROVIDES MANAGEMENT SERVICES INCLUDING BOOKKEEPING, PERSONNEL, INFORMATION TECHNOLOGY, STRATEGIC SUPPORT, AND OTHER SERVICES TO SCOFIELD MANOR. FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND 2018, SCOFIELD MANOR INCURRED MANAGEMENT FEES IN THE AMOUNT OF $128,959 AND $132,915, RESPECTIVELY, FOR MANAGEMENT SERVICES PROVIDED BY COC. MANAGEMENT FEES CHARGED IN 2019 AND 2018 REPRESENT 5.5 PERCENT OF NET OPERATING REVENUE, AS OUTLINED IN THE MANAGEMENT AGREEMENT. SCOFIELD MANOR PROVIDES MEALS TO WORMSER CONGREGATE HOUSING, A FACILITY OPERATED BY COC. THE TOTAL AMOUNT OF THIS CONTRACT IS REPORTED AS FOOD SERVICE REVENUE IN THE ACCOMPANYING STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. AMOUNTS OUTSTANDING UNDER THIS CONTRACT ARE INCLUDED IN ACCOUNTS RECEIVABLE IN THE AMOUNT OF $18,595 AND $32,533 AT SEPTEMBER 30, 2019 AND 2018, RESPECTIVELY. ADDITIONALLY, STAMFORD ELDERLY HOUSING CORPORATION HAD A LOAN OUTSTANDING TO NORTH STREET ELDERLY LIMITED PARTNERSHIP, ANOTHER FACILITY OPERATED BY COC, WHICH WAS UNRECORDED IN THE PRIOR YEAR. THIS LOAN RECEIVABLE WAS REPAID IN 2019 IN THE AMOUNT OF $294,967 PRINCIPAL AND $318,812 INTEREST. THE TOTAL AMOUNT REPAID OF $613,779 WAS TRANSFERRED TO COC.