2018-11-14T10:43:47-07:00 2017-12-31 990 2017-01-01 061051218 DUNCASTER INCORPORATED DUNC 8603805111 40 Loeffler Road Bloomfield CT 06002 Michael A OBrien President & CEO 8603805010 2018-11-14 74.95.23.81 2017 2019-02-21 02:37:17Z Michael A O'Brien 40 Loeffler Road Bloomfield CT 06002 28947594 0 X www.duncaster.org X 1984 CT Duncaster's mission is to enrich the lives of those we serve through excellence in senior living, life enhancement activities, and person-centered care. 23 22 389 25 0 0 467500 532759 24421680 25936435 266924 902160 0 0 25156104 27371354 0 0 0 0 12123686 13050418 0 0 0 13493400 13857550 25617086 26907968 -460982 463386 71686296 71358424 74944120 71439930 -3257824 -81506 Duncaster's mission is to enrich the lives of those we serve through excellence in senior living, life enhancement activities, and person-centered care. 0 0 24206540 0 27371354 Duncaster's mission is to enrich the lives of those we serve through excellence in senior living, life enhancement activities, and person-centered care. 0 0 0 24206540 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 42 0 1 389 1 0 0 0 0 0 1 0 0 0 0 0 1 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X Elizabeth Anderson 8603805011 40 Loeffler Road Bloomfield CT 06002 Frank Barrett Board Member 1 0 X 0 0 0 James Betts Board Member 1 1 X 0 0 0 Timothy Caron Board Member 1 0 X 0 0 0 Brian Clemow Board Member 1 1 X 0 0 0 John Downes Board Member 1 0 X 0 0 0 Marcia Hincks Board Member 1 0 X 0 0 0 R Frederic Knauft Board Member 1 0 X 0 0 0 Nancy Leonard Board Member 1 0 X 0 0 0 Robert Loomis Board Member 1 0 X 0 0 0 David Parmelee Board Member 1 1 X 0 0 0 Catherine Reynolds Board Member 1 0 X 0 0 0 Keith Robertson Board Member 1 0 X 0 0 0 Lawrence Rothfield Board Member 1 0 X 0 0 0 Noreen Shugrue Board Member 1 0 X 0 0 0 Marie Spivey Board Member 1 0 X 0 0 0 John H P Wheat 1st Vice Chair 1 0 X X 0 0 0 William Cochran Treasurer 1 1 X 0 0 0 Sondra King Secretary 1 0 X 0 0 0 John Shulansky 2nd Vice Chair 1 0 X 0 0 0 Daniel Tracy Chairman of the Board 1 1 X 0 0 0 Michael O'Brien President/CEO 38 2 X X X 285923 0 42405 Elizabeth Anderson Vice President of Finance 38 2 X X 138350 0 16937 Lisa Holloway Vice President Health Services 40 0 X 151268 0 5115 Lou Desario Vice President, Plant Operations 40 0 X 109341 0 17206 Carol Ann McCormick Vice President of Sales & Marketing 40 0 X X 151061 0 12830 John F Byrnes Esq Board Member 0 0 X 0 0 0 Deborah Koltenuk First Vice Chairman 0 0 X 0 0 0 Mary Sargent Board Member 0 0 X 0 0 0 835943 0 94493 5 1 1 0 Community Contractors Service 35A Peters Road Bloomfield CT 06002 renovations and remodeling 1200847 US Foodservice Inc PO Box 842700 Boston MA 02284 food 672445 Symbria Rehabilitation Services 1520 Kensington Road Oakbrook IL 60523 physical therapy services 359821 Olsen Construction 58 Alna Lane East Hartford CT 06108 construction services 331544 Healthscope Benefits 12448 Collection Center Drive Chicago IL 60693 employee benefit management 288920 23 0 0 0 422140 0 110619 23590 532759 Monthly Maintenance Fees 623311 14797294 14797294 0 0 Amortization of Entrance Fees 623311 3459916 3459916 0 0 Health Services Revenue 623311 6639973 6639973 0 0 1039252 1039252 0 0 25936435 208372 208372 0 0 0 0 0 0 0 0 0 0 0 0 0 2270028 0 1576240 0 693788 693788 693788 0 0 0 0 27371354 26838595 0 0 424273 285923 138350 10567111 9847926 719185 0 374980 345732 29248 0 1684054 1552698 131356 0 0 45417 0 45417 0 71663 0 71663 0 624554 599638 24916 0 63982 48533 15449 0 28189 28189 1171079 1171079 0 0 4626405 4626405 0 0 618634 618634 0 0 Food and Beverage 1166036 1164287 1749 0 Real Estate Taxes & Utilities 2589742 1476153 1113589 0 Medical and Other Supplies 789255 789212 43 0 Consulting & Maintenance 1898128 1594798 303330 0 164466 85522 78944 0 26907968 24206540 2701428 0 1004187 1774462 1763722 1901430 153841 268359 111574093 56920644 55850589 54653449 7551839 9122464 5362118 3638260 71686296 71358424 7554249 7603992 0 0 39026618 39198557 24473110 23045826 0 0 0 0 0 0 0 0 3890143 1591555 74944120 71439930 X -3257824 -81506 0 0 0 0 -3257824 -81506 71686296 71358424 X 463386 414344 0 0 1092000 1206588 X 0 1 X 1 0 X 427662 492645 405154 467500 532759 2325720 20127085 21844927 22025739 24421680 25936435 114355866 20554747 22337572 22430893 24889180 26469194 116681586 116681586 12860 174677 289141 266924 902160 1645762 12860 174677 289141 266924 902160 1645762 20567607 22512249 22720034 25156104 27371354 118327348 0.98609 0.99081 0.01391 0.00919 X 12324552 4988449 2013967 323229 408202 32069 18563468 12188130 309536 622670 316392 463222 16170 12324552 13046895 364183 -428321 354780 427460 12387 12188130 13153672 283430 443693 445097 380790 8013 13046895 11590855 237720 2017283 573802 109516 8868 13153672 0 0.5815 0.4185 0 1 1 0 4827262 4827262 0 67302685 40553909 26748776 0 35305541 14518962 20786579 0 3783461 1638078 2145383 0 355144 209695 145449 54653449 Assets Whose Use is Limited by Indenture, Agreement, or Statute 3638260 3638260 Inerest Rate Swap Obligation 340914 Deferred Gain on Sale of Asset 706641 Future Services Obligation 544000 1591555 27371354 0 0 0 0 0 27371354 0 0 0 27371354 26907968 0 0 0 0 0 26907968 0 0 0 26907968 Schedule D, Part V, Line 4 to benefit, assist and further the corporate purposes of Duncaster, Inc., a nonprofit, nonstock Connecticut corporation exempt from taxation under Section 501(c)(3) of the IRS code X X X 0 1 0 0 0 0 0 0 0 Michael O'Brien President/CEO 265323 0 20600 0 0 0 30182 0 12223 0 328328 0 0 0 Lisa Holloway Vice President Health Services 151268 0 0 0 0 0 5115 0 0 0 156383 0 0 0 Elizabeth Anderson Vice President of Finance 136350 0 2000 0 0 0 6853 0 10084 0 155287 0 0 0 Lou Desario Vice President, Plant Operations 107341 0 2000 0 0 0 4984 0 12223 0 126548 0 0 0 Carol Ann McCormick Vice President of Sales & Marketing 89361 0 61700 0 0 0 6403 0 6427 0 163891 0 0 0 Schedule J, Part I, Line 4 Michael A. O'Brien participated in a non-qualified deferred compensation plan. A Connecticut Development Authority 066000799 xxxxxxxxx 2010-12-30 20770000 refinancing 1 0 0 B CHEFA CUSIP 20774YTN7 20774YTP2 2014-09-24 12000000 construction of expansion 0 0 0 A 0 0 20770000 0 0 8228768 414925 0 0 0 7810000 0 2010 1 1 1 1 B 0 0 12000000 0 0 0 926000 0 0 0 0 0 2014 0 0 0 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 Schedule K, Part IV, Line 2c-12/30/2010 20,770,000 Connecticut date of computation was 12/31/2017 RC Knox Co - John Byrnes Pres see below 224118 see below 0 Schedule L, Part IV John Byrnes is a former member of the Board of Directors. He is also the president of our insurance broker, Peoples United Insurance Co. Our insurance contract was put out to bid, his company won the bid, and we paid his company the insurance premiums. Form 990, Part VI, Section B, Line 11b reviewed by audit committee, and copy of return provided to all members of board of directors prior to filing. Form 990, Part VI, Section B, Line 12c officers, directors, and trustees sign off annually on compliance with conflict of interest policy Form 990, Part VI, Section B, Line 15 board committee, full board approval, employment contract Form 990, Part VI, Section C, Line 19 upon request Form 990, Part XI, Line 9 change in interest rate swap obligation and in future services obligation Duncaster Foundation Inc 40 Loeffler Road Bloomfield CT 06002 061406263 support Duncaster, Inc. mission CT 501(c)(3) 11 N/A 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 Duncaster Foundation Inc c 313063 a percentage of 20 trailing quarters of the endowment balance(s) Duncaster Foundation Inc c 84661 value of donation received on behalf of and transferred to related organization Duncaster Foundation Inc c 23590 value of automobiles received on behalf of and transferred to related organization Duncaster Foundation Inc e 32770000 amount of loan(s) Duncaster Foundation Inc o 52674 allocation based on number of hours worked Duncaster Foundation Inc q 38916 amount of expense incurred Duncaster Foundation Inc n 0 may share mailing lists