THE MARY WADE HOME INCORPORATED: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE MARY WADE HOME INCORPORATED (EIN 06-0662192)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-15
- IRS object ID
- 201742279349300404
- Schema version
- 2015v3.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T11:31:32-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061272000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | 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 | 2017-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH SOLECKI | PreparerPersonNm |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2017-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $15,482,435 | 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 | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 351 | TotalEmployeeCnt |
| Total Volunteers | 67 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $336,741 | PYContributionsGrantsAmt |
| CY Contributions Grants | $599,471 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,450,602 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,681,688 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,746 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,137 | CYInvestmentIncomeAmt |
| PY Other Revenue | $114,016 | PYOtherRevenueAmt |
| CY Other Revenue | $95,787 | CYOtherRevenueAmt |
| PY Total Revenue | $14,911,105 | PYTotalRevenueAmt |
| CY Total Revenue | $15,386,083 | 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 | $8,849,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,251,389 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $279,527 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,040,926 | PYOtherExpensesAmt |
| CY Other Expenses | $6,141,116 | CYOtherExpensesAmt |
| PY Total Expenses | $14,890,368 | PYTotalExpensesAmt |
| CY Total Expenses | $15,392,505 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,737 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,422 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,715,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,515,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,996,435 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,800,263 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,719,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,715,009 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,664,138 | ExpenseAmt |
| Revenue | $11,168,901 | 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 71% OF THE SERVICES ARE PROVIDED TO THE ELDERLY THAT PARTICIPATE IN THE MEDICARE AND MEDICAID PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,164,875 | ExpenseAmt |
| Revenue | $1,168,440 | 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 |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,703,892 | ExpenseAmt |
| Revenue | $2,252,523 | 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $532,373 | ExpenseAmt |
| Revenue | $96,819 | RevenueAmt |
| Desc | PROVIDES NON-MEDICAL HOME CARE SERVICES TO SENIORS AND INDIVIDUALS WITH DISABILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $532,373 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $96,819 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,065,278 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 351 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL SHIRLEY | 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 | 06513 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|
| ALFRED J GOLDBERG | |||||||
| PRES. (TO 12/15)/TRUSTEE (FROM 1/16) | 0.40 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HAROLD S SPITZER | |||||||
| VP (TO 12/15)/CHAIR (FROM 1/16) | 0.40 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUCIE H IANNOTTI | |||||||
| TRUSTEE | 0.40 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID H STAHELSKI | |||||||
| SECRETARY (TO 12/15) | 0.40 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MOIRA HAMBLETON | |||||||
| TRUSTEE | 0.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA A GANUN | |||||||
| TRUSTEE/VICE CHAIR (FROM 1/16) | 0.40 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD A HUTCHINSON | |||||||
| TRUSTEE | 0.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE W IANNOTTI | |||||||
| TRUSTEE | 0.40 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM H PLACKE | |||||||
| TRUSTEE | 0.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN E WNEK | |||||||
| TRUSTEE | 0.40 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND PEACH | |||||||
| TRUSTEE | 0.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUIS A PAGAN | |||||||
| TREASURER | 0.40 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARYBETH CANAVAN | |||||||
| TRUSTEE/SECRETARY (FROM 1/16) | 0.40 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACQUELINE HENCHEL MD | |||||||
| TRUSTEE | 0.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN TWOHIG MD | |||||||
| TRUSTEE | 0.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HUNTER | |||||||
| PRESIDENT & CEO | 26.00 | 14.00 | Yes (X) | $152,118 | $78,364 | $17,917 | |
| CHERYL SHIRLEY | |||||||
| CFO | 30.00 | 10.00 | Yes (X) | $100,373 | $31,697 | $5,382 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $252,491 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $110,061 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,299 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| FOREMOST REHAB OF CT | |||||
| 1157 HIGHLAND AVENUE SUITE 101 | CHESHIRE | CT | 06410 | PHYSICAL, OCCUPATIONAL, & SPEECH THERAPY | $729,359 |
| OR&L | |||||
| 2 SUMMIT PLACE | BRANFORD | CT | 06405 | CONTRUCTION SERVICES | $123,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $19,475 | FundraisingAmt |
| Government Grants | $579,996 | GovernmentGrantsAmt |
| Noncash Contributions | $15,000 | NoncashContributionsAmt |
| Total Contributions | $599,471 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT REVENUES | 623000 | $11,260,725 | $11,260,725 |
| RESIDENT CARE REVENUES | 623000 | $2,252,523 | $2,252,523 |
| ADULT DAY CARE REVENUES | 623000 | $1,168,440 | $1,168,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,681,688 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,339 | TotalRevenueColumnAmt |
| Exclusion | $9,339 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $202 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$202 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$202 | TotalRevenueColumnAmt |
| Exclusion | -$202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $186,942 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $19,475 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $96,150 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,792 | TotalRevenueColumnAmt |
| Exclusion | $90,792 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,995 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,386,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,686,683 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,929 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,917 | TotalAmt |
| Program Services | $21,372 | ProgramServicesAmt |
| Management And General | $189,484 | ManagementAndGeneralAmt |
| Fundraising | $111,061 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,470,665 | TotalAmt |
| Program Services | $6,651,399 | ProgramServicesAmt |
| Management And General | $726,097 | ManagementAndGeneralAmt |
| Fundraising | $93,169 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,925 | TotalAmt |
| Program Services | $82,734 | ProgramServicesAmt |
| Management And General | $9,032 | ManagementAndGeneralAmt |
| Fundraising | $1,159 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,234 | TotalAmt |
| Program Services | $765,652 | ProgramServicesAmt |
| Management And General | $83,582 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,648 | TotalAmt |
| Program Services | $459,990 | ProgramServicesAmt |
| Management And General | $50,215 | ManagementAndGeneralAmt |
| Fundraising | $6,443 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,753 | TotalAmt |
| Management And General | $22,753 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,926 | TotalAmt |
| Management And General | $71,926 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353 | TotalAmt |
| Management And General | $353 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,438 | TotalAmt |
| Management And General | $49,438 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,717 | TotalAmt |
| Program Services | $117,931 | ProgramServicesAmt |
| Management And General | $350,723 | ManagementAndGeneralAmt |
| Fundraising | $1,063 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,779 | TotalAmt |
| Management And General | $166,779 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,142 | TotalAmt |
| Program Services | $309,142 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,834 | TotalAmt |
| Program Services | $49,671 | ProgramServicesAmt |
| Management And General | $10,163 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,344 | TotalAmt |
| Program Services | $533,344 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,952 | TotalAmt |
| Program Services | $800,475 | ProgramServicesAmt |
| Management And General | $30,477 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,111 | TotalAmt |
| Program Services | $7,382 | ProgramServicesAmt |
| Management And General | $160,729 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PATIENT CARE | $1,481,136 | $1,414,504 | $66,632 | |
| CONSULTANTS & PURCHASED | $1,046,611 | $982,246 | $64,365 | |
| PROVIDER TAX | $596,653 | $596,653 | ||
| CONSTRUCTION COSTS | $265,649 | $265,649 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,718 | TotalAmt |
| Program Services | $7,134 | ProgramServicesAmt |
| Management And General | $61,584 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,392,505 | TotalAmt |
| Program Services | $13,065,278 | ProgramServicesAmt |
| Management And General | $2,047,700 | ManagementAndGeneralAmt |
| Fundraising | $279,527 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,827 | BOYAmt |
| EOY | $425,755 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,661 | BOYAmt |
| EOY | $91,634 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,540 | BOYAmt |
| EOY | $1,459,357 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,111 | BOYAmt |
| EOY | $46,184 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,976 | BOYAmt |
| EOY | $91,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,347,144 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,822,308 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,173,170 | BOYAmt |
| EOY | $11,524,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,846 | BOYAmt |
| EOY | $372,698 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,383 | BOYAmt |
| EOY | $3,864 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,479,312 | BOYAmt |
| EOY | $6,499,560 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,715,826 | BOYAmt |
| EOY | $20,515,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,114,907 | BOYAmt |
| EOY | $889,948 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,379 | BOYAmt |
| EOY | $234,820 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,006,217 | BOYAmt |
| EOY | $11,644,026 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,932 | BOYAmt |
| EOY | $2,031,469 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,996,435 | BOYAmt |
| EOY | $14,800,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,643,585 | BOYAmt |
| EOY | $5,635,339 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,200 | BOYAmt |
| EOY | $11,064 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,606 | BOYAmt |
| EOY | $68,606 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,719,391 | BOYAmt |
| EOY | $5,715,009 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,715,826 | BOYAmt |
| EOY | $20,515,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,422 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,040 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $302,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $231,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $336,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $599,471 | CurrentTaxYearAmt |
| Total | $1,559,229 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,781,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,681,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,955,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,450,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,681,688 | CurrentTaxYearAmt |
| Total | $69,550,885 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,083,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,770,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,187,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,787,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,281,159 | CurrentTaxYearAmt |
| Total | $71,110,114 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $52,398 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,208 | CurrentTaxYearAmt |
| Total | $325,423 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,208 | CurrentTaxYearAmt |
| Total | $377,821 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,732,293 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,339 | CurrentTaxYearAmt |
| Total | $49,963 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,339 | CurrentTaxYearAmt |
| Total | $49,963 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,995 | CurrentTaxYearAmt |
| Total | $49,198 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,111,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,790,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,209,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,802,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,295,493 | CurrentTaxYearAmt |
| Total | $71,209,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99460 | PublicSupportPY509Pct |
| Investment Income CY | 0.00070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,962,825 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $853,724 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $89,753 | AdministrativeExpensesAmt |
| End Year Balance | $18,726,796 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,822,735 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $211,167 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $71,077 | AdministrativeExpensesAmt |
| End Year Balance | $17,962,825 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,020,495 | BeginningYearBalanceAmt |
| Contributions | $11,882 | ContributionsAmt |
| Investment Earnings Or Losses | $1,888,660 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $98,302 | AdministrativeExpensesAmt |
| End Year Balance | $17,822,735 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,831,975 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,282,268 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $93,748 | AdministrativeExpensesAmt |
| End Year Balance | $16,020,495 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,538,174 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,379,447 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $85,646 | AdministrativeExpensesAmt |
| End Year Balance | $14,831,975 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00010 | 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 | $15,583,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,104,734 | DepreciationAmt |
| Book Value | $8,478,479 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,443,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,717,574 | DepreciationAmt |
| Book Value | $2,726,166 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,524,836 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| START-UP COSTS | $479,560 |
| SUNDRY | $7,219 |
| DUE TO/FROM RELATED PARTIES | $6,012,646 |
| ESCROW | $135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,499,560 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $306,375 |
| OTHER | $173,748 |
| LINE OF CREDIT | $1,490,883 |
| DUE TO RESIDENT TRUST ACCOUNT | $60,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,031,469 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | $18,654,327 OF THE ENDOWMENT IS HELD BY MW HEALTHCARE, INC., FOR THE PURPOSE OF SUPPORTING THE MARY WADE HOME, INC. THE REMAINING $72,469 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE DINNER | Event1Nm |
| Gross Receipts Event1 | $138,165 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,275 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $121,890 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $34,000 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $36,694 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $40,255 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,755 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19,294 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,997 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $700 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,297 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,162 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $206,417 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,475 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $186,942 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,000 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,150 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $96,150 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $90,792 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HUNTER | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $152,118 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $78,364 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,917 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $170,035 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $78,364 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $1,237,339 | TransactionAmt |
| Transaction | FEE FOR SERVICES PROVIDED | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LAWRENCE IANNOTTI AND LUCIE IANNOTTI ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 3 | MW HEALTHCARE, INC. PROVIDES MANAGEMENT SERVICES TO THE MARY WADE HOME, INC. AND HOLDS AND MANAGES THE ENDOWMENT ASSETS FOR THE BENEFIT OF THE MARY WADE HOME, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BY-LAWS OF THE ORGANIZATION HAVE BEEN AMENDED. SIGNIFICANT CHANGES INCLUDE THE FOLLOWING: - NUMBER OF BOARD MEMBERS IS A MINIMUM OF 12 AND A MAXIMUM OF 25. - REMOVAL OF A BOARD MEMBER REQUIRES A MAJORITY VOTE OF THE BOARD. - THE CHAIR SHALL SERVE AS AN EX-OFFICIO MEMBER OF ALL COMMITTEES EXCEPT THE GOVERNANCE COMMITTEE. - THE TREASURER'S DUTIES INCLUDE MONITORING FINANCIAL ACTIVITIES OF THE ORGANIZATION'S CONTROLLED AFFILIATES. - THE PRESIDENT OF THE ORGANIZATION'S DUTIES ALSO ENCOMPASS THE ORGANIZATION'S CONTROLLED AFFILIATES. - THE EXECUTIVE COMMITTEE WILL BE COMPOSED OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER AND TWO ADDITIONAL TRUSTEES. |
| 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 UNDER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION AND THE MEMBERS OF THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF TRUSTEES. A COMPLETE COPY IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. |
| 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 PRESIDENT & 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 PRESIDENT & CEO. THE PRESIDENT & 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, 2015-2016, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JULY 2016, EFFECTIVE DATE OF DATA: MARCH 2016. 2.) CONTINUING CARE RETIREMENT COMMUNITY SALARY & BENEFITS REPORT, 2015-2016, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JULY 2016, EFFECTIVE DATE OF DATA: MARCH 2016. 3.) COMPENSATION & BENEFITS SURVEY, CONDUCTED BY KARDASLARSON, LLC, A HUMAN RESOURCE CONSULTING FIRM HEADQUARTERED IN AVON, 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 2016. THE ANNUAL PERFORMANCE EVALUATIONS AND RECOMMENDATIONS FOR COMPENSATION PACKAGES (INCLUDING BONUSES) ARE PRESENTED TO THE BOARD OF TRUSTEES BY THE GOVERNANCE COMMITTEE IN SPECIAL SESSION. FOLLOWING BOARD ACTION, A REPRESENTATIVE OF THE GOVERNANCE COMMITTEE MEETS WITH THE PRESIDENT & CEO TO COMMUNICATE THE ACTIONS THAT WERE TAKEN. THE PRESIDENT & CEO MEETS SEPARATELY WITH SENIOR STAFF MEMBERS TO REVIEW THEIR EVALUATIONS AND COMPENSATION PACKAGE FOR THE COMING YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THIS TIME, THE ORGANIZATION HAS NOT HAD ANY REQUEST TO REVIEW THIS INFORMATION. HOWEVER, THIS INFORMATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FUND TRANSFER 2,044. ROUNDING -4. |
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 |
| Total Income | $599,087 | TotalIncomeAmt |
| End Of Year Assets | $152,922 | EndOfYearAssetsAmt |
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 (2 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 11B, 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 | 0 | 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MWH HOLDINGS INC | ||
| D | $3,600,000 | COST |
| MWH HOLDINGS INC | ||
| R | $521,725 | COST |
| MWH HOLDINGS INC | ||
| O | $71,557 | COST |
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