2019-04-16T12:59:06-05:00 2018-09-30 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2017-10-01 061083307 STAMFORD ELDERLY HOUSING CORPORATION D/B/A SCOFIELD MANOR STAM 2039771400 614 SCOFIELDTOWN ROAD STAMFORD CT 06903 LAVERN JARRET ADMINISTRATOR 2039771400 2019-04-16 1 NICHOLAS YANOUZAS P01423868 8605223111 198.0.144.57 2019-04-16 13:58:48 ED P CBFB0D8A1BB89CCE6F32C854FE36E9E8EE94EAA2 8F43BD30B09BF9F8D456507612EACC911EC2461B 2017 2019-02-21 02:37:17Z LAVERN JARRET 614 SCOFIELDTOWN ROAD STAMFORD CT 06903 2496778 0 X N/A X 1984 CT SEE SCHEDULE 0 5 5 0 90 0 0 102000 157000 2185195 2339778 0 0 0 0 2287195 2496778 0 0 0 0 1267991 1251417 0 0 0 948009 959342 2216000 2210759 71195 286019 312371 636826 444333 482769 -131962 154057 SEE SCHEDULE O 0 0 1734472 2339778 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. 1734472 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 5 5 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 JACK A PENFIELD PRESIDENT 1.00 X X 0 0 0 SHEILA WILLIAMS-BROWN DIRECTOR 1.00 X 0 0 0 WILLIAM J MCCULLOUGH VICE PRESIDENT 1.00 X X 0 0 0 COURTNEY A NELTHROPP DIRECTOR 1.00 X 0 0 0 TIM HODGES DIRECTOR 1.00 X 0 0 0 LAVERN JARRET ADMINISTRATOR 40.00 X 0 0 77920 0 0 77920 0 0 0 0 CREATIVE CULINARY 109 WINESAP ROAD STAMFORD CT 06903 FOOD SERVICE 418269 1 157000 157000 PATIENT FEES 623000 2149420 2149420 FOOD SERVICE 722320 190358 190358 2339778 2496778 2339778 0 0 788191 657005 131186 76904 64104 12800 324144 270194 53950 62178 51829 10349 132915 132915 19565 19565 27739 27739 703 703 59288 41352 17936 111011 111011 14844 14844 30678 30678 CONTRACTED SERVICES 539556 524133 15423 BAD DEBT EXPENSE 22062 22062 DUES & SUBSCRIPTIONS 981 981 2210759 1734472 476287 0 108546 305172 0 53000 123934 140250 24243 33584 955211 855800 50297 99411 5351 5409 312371 636826 159073 210121 285260 272648 444333 482769 X -131962 154057 -131962 154057 312371 636826 286019 0 X X 0 1 X 1 0 235131 140259 94872 720080 715541 4539 99411 DUE TO RESIDENTS 26947 DUE TO CHARTER OAK COMMUNITIES 65107 DUE TO THIRD PARTY PAYERS 180594 272648 2636778 140000 140000 2496778 0 2496778 2350759 140000 140000 2210759 0 2210759 PART X, LINE 2: SCOFIELD MANOR IS A NONPROFIT ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 501(C)(4) OF THE INTERAL REVENUE CODE, AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. FORM 990, PART I, LINE I TO PROVIDE 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. 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 XII, LINE 2C: THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ORGANIZATION'S INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS. CHARTER OAK COMMUNITIES 22 CLINTON AVEENUE STAMFORD CT 06901 ELDERLY HOUSING CT 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 CHARTER OAK COMMUNITIES - SEE SCHEDULE R PART VII FOR DETAIL SCHEDULE R, PART II: 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 COST OF ITS STAFF, INCLUDING PAYROLL TAXES AND BENEFITS, AND ALL OTHER OPERATING EXPENSES. THE AMOUNTS ADVANCED ARE NONINTEREST BEARING AND ARE DUE ON DEMAND. AT SEPTEMBER 30, 2018 AND 2017, THE AMOUNTS DUE TO COC WERE $65,107 AND $44,289, RESPECTIVELY. IN ADDITION, COC PROVIDES MANAGEMENT SERVICES INCLUDING BOOKKEEPING, PERSONNEL, INFORMATION TECHNOLOGY, STRATEGIC SUPPORT, AND OTHER SERVICES TO SCOFIELD MANOR. IN THE YEARS ENDED SEPTEMBER 20, 2018 AND 2017, SCOFIELD MANOR INCURRED MANAGEMENT FEES IN THE AMOUNT OF $132,915 AND $127,904, RESPECTIVELY, FOR MANAGEMENT SERVICES PROVIDED BY COC. MANAGEMENT FEES CHARGED IN 2018 AND 2017 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(DEFICIENCY). AMOUNTS OUTSTANDING UNDER THIS CONTRACT, INCLUDED IN ACCOUNTS RECEIVABLE IN THE AMOUNT OF $32,533 AND $1,886 FOR THE YEARS ENDED SEPTEMBER 30, 2018 AND 2017.