2014-08-14T11:09:47-05:00 2013-09-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2012-10-01 060293500 CHURCH HOME OF HARTFORD INC CHUR 8602860243 200 SEABURY DRIVE BLOOMFIELD CT 06002 A RAYMOND MADORIN 8602860243 2014-08-14 1 ELIZABETH SOLECKI P00235171 8605614000 2012 2015-11-30 17:44:51Z SEABURY RETIREMENT COMMUNITY A RAYMOND MADORIN 200 SEABURY DRIVE BLOOMFIELD CT 06002 25154009 0 X WWW.SEABURYRETIREMENT.COM X 1876 CT TO PROVIDE HOUSING AND SUPPLEMENTAL SERVICES TO THE ELDERLY. 18 18 344 75 0 0 159367 132232 23809606 24103385 1190749 362507 225669 227221 25385391 24825345 0 0 0 0 14005987 14597554 0 0 0 9911166 9647581 23917153 24245135 1468238 580210 60059939 60845255 51914058 50558288 8145881 10286967 TO PROVIDE HOUSING AND SUPPLEMENTAL SERVICES TO THE ELDERLY. 0 0 18235248 24103385 CHURCH HOME OF HARTFORD, INC. OPERATES A HEALTH CARE AND INDEPENDENT LIVING COMMUNITY FOR THE ELDERLY. CHURCH HOME IS AFFILIATED WITH THE EPISCOPAL DIOCESE OF CONNECTICUT AND ALSO OEPRATES A HOME FOR RETIRED CLERGY. CHURCH HOME PROVIDES ASSISTED LIVING SERVICES TO SEABURY MEMORY CARE CENTER, A RELATED FACILITY FOR ELDERLY ALZHEIMER PATIENTS. CHURCH HOME ALSO OPERATES ITS OWN HOME HEALTH AGENCY. 18235248 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 0 0 0 0 0 0 0 0 1 1 0 0 0 1 74 0 1 344 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 CT X STEVEN YANOFSKY VP FINANCE 8602860243 200 SEABURY DRIVE BLOOMFIELD CT 06002 THOMAS E ANDERSEN 0.60 0.00 X 0 0 0 REV CANON WILBORNE A AUSTIN 0.60 0.00 X 0 0 0 CONNIE BAIN 0.60 0.00 X 0 0 0 DONALD C BERRY JR 0.60 0.00 X 0 0 0 REV PAUL R BRIGGS II 0.60 0.30 X 0 0 0 DR H DAVID CROMBIE 0.60 0.60 X 0 0 0 DAVID O ELLIOTT 0.60 0.30 X 0 0 0 DR DONNA R GALLUZZO 0.60 0.30 X 0 0 0 MILTON L HOWARD 0.60 0.00 X 0 0 0 THOMAS MOORE III 0.60 0.00 X 0 0 0 WILLIAM R PEELLE JR 0.60 0.30 X 0 0 0 ROBERT STANWOOD 0.60 0.60 X 0 0 0 A RAYMOND MADORIN 0.60 0.90 X X 0 0 0 GALE A MATTISON 0.60 0.00 X X 0 0 0 WILLIAM J THOMPSON 0.60 0.30 X X 0 0 0 BETTE-JANE HARDERSEN 0.60 0.30 X X 0 0 0 DR LAURA D HARCKHAM 0.60 0.30 X X 0 0 0 PRISCILLA B VIETS 0.60 0.30 X X 0 0 0 RIGHT REV IAN T DOUGLAS 0.60 0.00 X X 0 0 0 DR JONATHAN A DIXON 0.60 0.00 X 0 0 0 RICHARD HEATH 40.00 0.60 X 220167 0 29143 MARJORIE SULLIVAN 40.00 0.00 X 162556 0 5729 STEVEN YANOFSKY 40.00 0.00 X 138530 0 20072 RENEE BERNASCONI 40.00 0.00 X 113890 0 4056 SYLVIA DIBIASI 40.00 0.00 X 100583 0 1815 PAMELA KLAPPROTH 30.00 10.00 X 109754 0 15292 845480 0 76107 6 0 1 0 PENNWOOD BUIDERS LLC 8 PLANK HILL ROAD SIMSBURY CT 06070 BUILDING RENOVATIONS 1102411 ACTION CARPET 8B HERMAN DRIVE SIMSBURY CT 06070 BUILDING RENOVATIONS 393101 PROPERTY MANAGEMENT PLUS 145 WEST DUDLEY TOWN ROAD BLOOMFIELD CT 06002 OUTDOOR MAINTENANCE 314195 BUILDERS CHOICE 796 COLLEGE HIGHWAY SOUTHWICK MA 01077 BUILDING RENOVATIONS 198692 6 126592 5640 132232 RESIDENT SERVICE REV. 623000 10003232 10003232 HEALTH CENTER REV. 623000 7198189 7198189 AMORT. OF DEFERRED REVENUE 900099 2698022 2698022 MEMORY CARE SERV. REV. 623000 2435395 2435395 HOME HEALTH SERV. REV. 621610 835971 835971 932576 932576 24103385 322643 322643 225403 143125 0 328664 225403 -185539 39864 39864 OTHER INCOME 900099 203227 203227 FINANCE CHARGES 900099 17694 17694 ADMISSIONS 900099 6300 6300 227221 24825345 24103385 0 589728 768735 768735 10751224 9978920 772304 171728 125334 46394 2088034 275194 1812840 817833 711515 106318 15630 4281 11349 77570 77570 18945 8715 10230 395182 19759 375423 1723280 809942 913338 86526 865 85661 563785 563785 2679801 2679801 219734 28565 191169 FOOD 920712 920712 REPAIRS 667140 667140 REAL ESTATE TAXES 580808 290404 290404 CONTRACTED SERVICES 395272 249021 146251 1303196 901295 401901 24245135 18235248 6009887 0 4621531 3575672 1215319 1451999 1802427 1778930 225353 418871 68130323 34054128 34356531 34076195 14500015 15575678 3338763 3967910 60059939 60845255 1760261 1779427 30874273 31839774 17690000 15800000 1589524 1139087 51914058 50558288 X 5397050 7354550 510627 624780 2238204 2307637 8145881 10286967 60059939 60845255 X 580210 1043422 517454 X 0 1 X 1 0 X 495337 193476 45049 159367 132232 1025461 22326596 22473610 23368120 23809606 24103385 116081317 22821933 22667086 23413169 23968973 24235617 117106778 0 0 0 117106778 353533 473422 353239 317841 322643 1820678 353533 473422 353239 317841 322643 1820678 102137 181504 183083 225669 227221 919614 23277603 23322012 23949491 24512483 24785481 119847070 0.97710 0.97300 0.01520 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14500015 1496865 421202 15575678 12165099 561211 1773705 14500015 11851657 391121 -77679 12165099 9406361 1477764 1118368 150836 11851657 9146869 35683 223809 9406361 0.93640 0.02380 0.03980 0 1 1 4429495 4429495 59196970 30788736 28408234 4135992 3154340 981652 367866 111052 256814 34076195 ENTRANCE FEE DEPOSITS 435276 BENEFICIAL INTEREST IN PERPETUAL TRUST 1937638 DEFERRED COSTS 297906 ENTRANCE FEES RECEIVABLE 1262727 DEFERRED COMPENSATION 34363 3967910 ACCRUED BOND INTEREST 43911 ENTRANCE FEE DEPOSITS 438776 DEFERRED COMPENSATION 34363 INTEREST RATE SWAP OBLIGATION 622037 1139087 26571758 1043422 517452 1560874 25010884 -185539 -185539 24825345 24430672 185539 185539 24245133 2 2 24245135 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF CHURCH HOME OF HARTFORD, INCORPORATED, WHICH IS TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO THE ELDERLY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN PERPETUAL TRUST 69,433. CHANGE IN INTEREST RATE SWAP OBLIGATION 448,001. ROUNDING 18. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL -185,539. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 185,539. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. X X X X X 0 0 0 0 0 0 0 0 1 1 RICHARD HEATH 220167 0 0 0 0 0 17000 0 12143 0 249310 0 0 0 MARJORIE SULLIVAN 162556 0 0 0 0 0 5090 0 639 0 168285 0 0 0 STEVEN YANOFSKY 138530 0 0 0 0 0 4553 0 15519 0 158602 0 0 0 PART I, LINE 8 RICHARD HEATH, EXECUTIVE VICE PRESIDENT/CEO, IS CURRENTLY IN HIS INITIAL 3-YEAR CONTRACT WITH THE ORGANIZATION. A CONNECTICUT HEALTH & EDUCATIONAL FACILITIES AUTHORITY 060806186 2010-12-23 21000000 REFINANCE SERIES 1998 BONDS 0 0 0 A 23370000 21000000 21000000 1992 1 0 1 1 A 0 0 1 0 1 1 TD BANK 10.000000000000 0 0 0 0 0 A 1 PART IV, LINE 7: ARBITRAGE - THE ORGANIZATION HAS NOT ESTABLISHED WRITTEN PROCEDURES TO MONITOR THE ARBITRAGE REQUIREMENTS UNDER SECTION 148, AS THERE ARE NO AMOUNTS IN RESERVE FUNDS. FORM 990, PART VI, SECTION A, LINE 6 UP TO THREE MEMBERS ARE APPOINTED BY HARTFORD COUNTY PARISHES INCLUDING THE RECTOR OF THE EPISCOPAL PARISH WITH NO TERM LIMIT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT DIRECTORS AT THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE CHANGES TO THE ARTICLES OF INCORPORATION, CHANGES TO THE BY-LAWS, AND THE APPOINTMENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING THE POLICY AT ORIENTATION AND AT MEETINGS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED USING A REVIEW OF LIKE ORGANIZATIONS, 990 REPORT FOR TOP PAID EMPLOYEES, AND USE OF ASSOCIATION WAGE SURVEYS. IN ADDITION, THE ORGANIZATION HAS HIRED A CONSULTANT FOR A REVIEW OF MARKET WAGES. THE CEO DETERMINES THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES USING COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE DOCUMENTS ARE KEPT IN OUR LIBRARY AND THEY ARE GIVEN TO PROSPECTS. OUR ANNUAL REPORT IS ON OUR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN PERPETUAL TRUSTS 69,433. CHANGE IN INTEREST RATE SWAP OBLIGATION 448,001. ROUNDING 20. SEABURY CHARITABLE FOUNDATION INC 200 SEABURY DRIVE BLOOMFIELD CT 06002 061458630 SUPPORT CHURCH HOME OF HARTFORD, INCORPORATED CT 501(C)3 509(A)(3) - TYPE 1 1 SEABURY MEMORY CARE CENTER INC 200 SEABURY DRIVE BLOOMFIELD CT 06002 200158017 PROVIDE HOUSING AND HEALTH SERVICES TO ALZHEIMER'S PATIENTS CT 501(C)3 509(A)(2) 1 SEABURY AT HOME INCORPORATED 200 SEABURY DRIVE BLOOMFIELD CT 06002 205096169 TO PROVIDE HOME HEALTH SERVICES TO THE ELDERLY CT 501(C)3 509(A)(2) 1 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 SEABURY AT HOME INCORPORATED L 580586 FMV SEABURY CHARITABLE FOUNDATION INC C 126592 AMOUNT GIFTED SEABURY MEMORY CARE CENTER INC L 2435395 FMV SEABURY MEMORY CARE CENTER INC M 598104 FMV SEABURY CHARITABLE FOUNDATION INC L 82753 FMV SEABURY AT HOME INCORPORATED D 1908854 AMOUNT LOANED SEABURY MEMORY CARE CENTER INC A 73858 FMV SEABURY MEMORY CARE CENTER INC D 233076 AMOUNT LOANED SEABURY AT HOME INCORPORATED L 79105 FMV