BETA

STAMFORD ELDERLY HOUSING CORPORATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
STAMFORD ELDERLY HOUSING CORPORATION (EIN 06-1083307)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-05-03
IRS object ID
201811239349300406
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-03T07:46:35-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marcum LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 Long Wharf Drive 12th FloorAddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06511ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061083307EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STAMFORD ELDERLY HOUSING CORPORATIONBusinessNameLine1Txt
Business Name Line2D/B/A SCOFIELD MANORBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTAMBusinessNameControlTxt
Phone2039771400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1614 Scofieldtown RoadAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLavern JarretPersonNm
Person TitleAdministratorPersonTitleTxt
Phone2039771400PhoneNum
Signature2018-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCathiann BellardPreparerPersonNm
PTINP01314856PTIN
Phone2037819600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.127.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-04-27IPDt
IP Tm10:56:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id89B2570E8B983A08D85C0DF17F70EE605B48C17FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLavern JarretPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1614 Scofieldtown RoadAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06903ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,287,195GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS WHO COULD NOT RESIDE IN THE COMMUNITY WITHOUT SOME EXTRA HELP.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers84TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$100,000PYContributionsGrantsAmt
CY Contributions Grants$102,000CYContributionsGrantsAmt
PY Program Service Revenue$2,195,098PYProgramServiceRevenueAmt
CY Program Service Revenue$2,185,195CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,295,098PYTotalRevenueAmt
CY Total Revenue$2,287,195CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,601,810PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,267,991CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$701,081PYOtherExpensesAmt
CY Other Expenses$948,009CYOtherExpensesAmt
PY Total Expenses$2,302,891PYTotalExpensesAmt
CY Total Expenses$2,216,000CYTotalExpensesAmt
PY Revenues Less Expenses-$7,793PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$71,195CYRevenuesLessExpensesAmt
Total Assets BOY$439,389TotalAssetsBOYAmt
Total Assets EOY$312,371TotalAssetsEOYAmt
Total Liabilities BOY$642,546TotalLiabilitiesBOYAmt
Total Liabilities EOY$444,333TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$203,157NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$131,962NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS WHO COULD NOT RESIDE IN THE COMMUNITY WITHOUT SOME EXTRA HELP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,775,192ExpenseAmt
Revenue$2,185,195RevenueAmt
DescSCOFIELD MANOR PROVIDES RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS WHO COULD NOT RESIDE IN THE COMMUNITY WITHOUT SOME EXTRA HELP.Desc
Total Program Service Expenses$1,775,192TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lisa ReynoldsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2039771400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CHARTER OAK COMMUNITIES 22 CLINTONAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
Jack A Penfield
PreSIDENT1.00Yes (X)Yes (X)$0$0$0
SHEILA WILLIAMS-BROWN
Director1.00Yes (X)$0$0$0
WILLIAM J MCCULLOUGH
Vice President1.00Yes (X)Yes (X)$0$0$0
courtney a nelthropp
DIRECTOR1.00Yes (X)$0$0$0
Tim Hodges
Director1.00Yes (X)$0$0$0
Lavern Jarret
ADMINISTRATOR40.00$0$0$78,306Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$78,306TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Creative CulinaryBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1109 Winesap RoadAddressLine1Txt
CityStamfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06903ZIPCd
FieldValueIRS element (for citing)
Compensation$398,820CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$102,000GovernmentGrantsAmt
Total Contributions$102,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT FEES623000$2,007,294$2,007,294
FOOD SERVICE722320$177,901$177,901
FieldValueIRS element (for citing)
Total Program Service Revenue$2,185,195TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,287,195TotalRevenueColumnAmt
Related Or Exempt Func Income$2,185,195RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$802,438TotalAmt
Program Services$671,197ProgramServicesAmt
Management And General$131,241ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$75,265TotalAmt
Program Services$62,955ProgramServicesAmt
Management And General$12,310ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$325,777TotalAmt
Program Services$272,495ProgramServicesAmt
Management And General$53,282ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$64,511TotalAmt
Program Services$53,960ProgramServicesAmt
Management And General$10,551ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$127,904TotalAmt
Management And General$127,904ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$290TotalAmt
Management And General$290ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,278TotalAmt
Management And General$31,278ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,934TotalAmt
Management And General$3,934ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$68,652TotalAmt
Program Services$45,974ProgramServicesAmt
Management And General$22,678ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$109,286TotalAmt
Program Services$109,286ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,352TotalAmt
Program Services$19,352ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,526TotalAmt
Management And General$28,526ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTRACTED SERVICES$555,772$539,973$15,799
Bad Debt Expense$2,331$2,331
DUES & SUBSCRIPTIONS$684$684

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,216,000TotalAmt
Program Services$1,775,192ProgramServicesAmt
Management And General$440,808ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$68,204BOYAmt
EOY$108,546EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$280,676BOYAmt
EOY$123,934EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,795BOYAmt
EOY$24,243EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$891,253LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$840,956LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$55,371BOYAmt
EOY$50,297EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,343BOYAmt
EOY$5,351EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$439,389BOYAmt
EOY$312,371EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$208,790BOYAmt
EOY$159,073EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$433,756BOYAmt
EOY$285,260EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$642,546BOYAmt
EOY$444,333EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$203,157BOYAmt
EOY-$131,962EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$203,157BOYAmt
EOY-$131,962EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$439,389BOYAmt
EOY$312,371EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$71,195ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$174,235OtherCostOrOtherBasisAmt
Depreciation$136,547DepreciationAmt
Book Value$37,688BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$717,018OtherCostOrOtherBasisAmt
Depreciation$704,409DepreciationAmt
Book Value$12,609BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$50,297TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO RESIDENTS$20,807
DUE TO CHARTER OAK COMMUNITIES$43,799
note payable to related party$50,477
DUE TO THIRD PARTY PAYERS$170,177
FieldValueIRS element (for citing)
Total Liability$285,260TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,441,195TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$154,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$154,000RevenueNotReportedAmt
Revenue Subtotal$2,287,195RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,287,195TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,370,000TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$154,000DonatedServicesUseFcltsAmt
Expenses Not Reported$154,000ExpensesNotReportedAmt
Expenses Subtotal$2,216,000ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,216,000TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationScofield Manor is a nonprofit organization other than a private foundation under Section 501(c)(4) of the Internal Revenue Code, and, accordingly, is exempt from Federal and State income taxes. 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 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, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 3SCOFIELD MANOR IS OWNED AND OPERATED BY CHARTER OAK COMMUNITIES FORMERLY THE STAMFORD ELDERLY HOUSING CORPORATION.
Form 990, Part VI, Section B, line 11bThe 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 12cTHE 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 19SCOFIELD 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 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.
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, 2017 and 2016, the amounts due to COC were $44,289 and $163,426, respectively. The Company is party to a promissory note, as amended in October 2016, with COC totaling $146,477 as of October 1, 2016. The amended note bears no interest and requires the company to make seventeen monthly payments of $8,000 commencing October 1, 2016 through February 1, 2018 and a final payment of $10,477 on March 1, 2018. The note may be prepaid at any time prior to the maturity without penalty. During 2017, the Company made total principal payments of $96,000. The balance outstanding on the note was $50,477 and $146,477 at September 20, 2017 and 2016, 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, 2017 and 2016, Scofield Manor incurred management fees in the amount of $127,904 and $103,054, respectively, for management services provided by COC. Management fees charged in 2017 and 2016 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 $1,886 and $56,908 for the year ended September 30, 2017 and 2016.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CHARTER OAK COMMUNITIESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 Clinton AvenueAddressLine1Txt
CityStamfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd
FieldValueIRS element (for citing)
Primary Activitieselderly housingPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARTER OAK COMMUNITIES - see schedule o for detailBusinessNameLine1Txt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.