PIERCE MEMORIAL BAPTIST HOME INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PIERCE MEMORIAL BAPTIST HOME INC (EIN 06-0677159)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201312269349303426
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T15:13:29-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connor Davies LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Great Meadow Road Suite 401 | AddressLine1 |
| City | Wethersfield | City |
| State | CT | State |
| ZIP Code | 06109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060677159 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pierce Memorial Baptist Home Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PIER | NameControl |
| Phone | 8607749050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 326 | AddressLine1 |
| City | Brooklyn | City |
| State | CT | State |
| ZIP Code | 06234 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Leonard Goldberg | Name |
| Title | President | Title |
| Phone | 8607749050 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas O Marien CPA MBA CVA | Name |
| PTIN | P01064007 | PTIN |
| Phone | 8602571870 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Leonard Goldberg | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Canterbury Road | AddressLine1 |
| City | Brooklyn | City |
| State | CT | State |
| ZIP Code | 06234 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10067296 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | To own and operate a benevolent and charitable home and provide nursing care to its aging residents | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 225 | TotalNbrEmployees |
| Total Nbr Volunteers | 93 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22291 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17637 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9543583 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9004303 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 181938 | InvestmentIncomePriorYear |
| Investment Income Current Year | 208774 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9522 | OtherRevenuePriorYear |
| Other Revenue Current Year | -2712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9757334 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9228002 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5369117 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5127981 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18448 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4172796 | OtherExpensePriorYear |
| Other Expenses Current Year | 3675404 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9541913 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8803385 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 215421 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 424617 | RevenuesLessExpensesCY |
| Total Assets BOY | 22731325 | TotalAssetsBOY |
| Total Assets EOY | 24375917 | TotalAssetsEOY |
| Total Liabilities BOY | 14370141 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14478060 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8361184 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9897857 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Pierce Memorial provides a continuum of care by making available adult day care, housing, rehabilitative services, respite, hospice, 24 hour nursing care and other services in a Christ-centered environment. Residents are encouraged to grow spiritually as they live their lives at a level of independence appropriate to their needs. Services are provided to all as an extension of the ministry of the American Baptist Churches of Connecticut | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5946983 | Expense |
| Revenue | 6770645 | Revenue |
| Description | Long Term Care and Short Term Rehabilitation Center - The approximately 55,000 square foot facility contains 80 beds, therapy space and common living, dining, and recreation areas. Long term residents enjoy a variety of programs such as daily exercise, games, music, bingo, parties, and baking, as well as a wide variety of intellectually stimulating programs. The facility provides comprehensive services to those persons in need of short term rehabilitation following surgery or acute illnesses. These include physical, occupational and speech therapies as well as 24 hour nursing care, teaching, education, etc. prior to returning home in the community. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1502093 | Expense |
| Revenue | 2139997 | Revenue |
| Description | Independent Living - This consists of 83 apartments and 10 cottages. This program is designed to be a community for retired people who seek the ease and security of gracious and exceptional living amidst familiar surroundings and friends. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21486 | Expense |
| Revenue | 32300 | Revenue |
| Description | Adult Day Care - This program provides respite for caregivers in the community and offers involved seniors the oppurtunity to enhance their social spectrum while participating in activities and events with other facility residents. This program can accomodate 12 participants. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1952 | Expense |
| Grants | 250 | Grants |
| Revenue | 71415 | Revenue |
| Description | Adult Day Care: Two days a week elderly individuals meet at PMBH in the recreation room to socialize, listen to music and participate in other activities. They are supervised for 6 hours by professionals and are given a hot lunch at noon. This is designed for caregivers to have a day off. The price is $50 a day.Brooklyn Collaborative Grant: Young children birth to eight will visit PMBH and interact with the elderly as a way for youth to gain a better connection with the elderly in their community. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1952 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 250 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 71415 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7472514 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 225 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diana Baule Office Manager | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8607749050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 169 | AddressLine1 |
| City | Brooklyn | City |
| State | CT | State |
| ZIP Code | 06234 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Timothy Bates | ||||||||
| Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Roberta Davis | ||||||||
| Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Mark Kane | ||||||||
| Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Scot Rapoza | ||||||||
| Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Rev Gregory Thomas | ||||||||
| Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Charles Wyand | ||||||||
| Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Rev Judy G Albee | ||||||||
| Ex-Officio Board Member | 5.00 | X | 0 | 0 | 0 | |||
| Rev Dale Peterson | ||||||||
| Ex-Officio Board Member | 5.00 | X | 0 | 0 | 0 | |||
| William Mcmunn | ||||||||
| Chairman | 10.00 | 0 | 0 | 0 | X | |||
| William Smith | ||||||||
| Vice Chairman | 10.00 | 0 | 0 | 0 | X | |||
| Shirley DeFlavis | ||||||||
| Secretary | 10.00 | 0 | 0 | 0 | X | |||
| John Riesen | ||||||||
| Treasurer | 10.00 | 0 | 0 | 0 | X | |||
| Leonard Goldberg | ||||||||
| President/CEO | 50.00 | 187068 | 0 | 6567 | X | |||
| Frances Cote RN | ||||||||
| Director of Nursing | 5.00 | 110028 | 0 | 363 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 297096 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6930 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RehabCare Group Inc | |||||
| PO Box 503534 | St Louis | MO | 63150 | Provides PTOT and ST services to residen | 187047 |
| People First Rehabilitation | |||||
| Box 277365 | Atlanta | GA | 303847365 | Provides PTOT and ST services to residen | 127104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 250 | GovernmentGrants |
| All Other Contributions | 17387 | AllOtherContributions |
| Total Contributions | 17637 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Pierce Nursing/Housing | 623000 | 6760591 | 6760591 |
| Creamery Brook Housing | 531110 | 1891407 | 1891407 |
| Cottages | 531110 | 248590 | 248590 |
| Adult Day Care Program | 624100 | 32300 | 32300 |
| Brooklyn Collaborative | 624100 | -986 | -986 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72401 | TotalRevenueColumn |
| Related Or Exempt Function Income | 72401 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9004303 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 224943 | TotalRevenueColumn |
| Exclusion | $224,943 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6133 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19085 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -12952 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12952 | TotalRevenueColumn |
| Exclusion | -$12,952 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 785468 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 801637 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -16169 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16169 | TotalRevenueColumn |
| Exclusion | -$16,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1135 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 949 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186 | TotalRevenueColumn |
| Exclusion | $186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 27677 | GrossSalesOfInventory |
| Cost Of Goods Sold | 17623 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10054 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10054 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9228002 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9014357 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $196,008 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292683 | Total |
| Program Services | 191221 | ProgramServices |
| Management And General | 83014 | ManagementAndGeneral |
| Fundraising | 18448 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3991500 | Total |
| Program Services | 3642869 | ProgramServices |
| Management And General | 348631 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15278 | Total |
| Program Services | 13131 | ProgramServices |
| Management And General | 2147 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513060 | Total |
| Program Services | 402609 | ProgramServices |
| Management And General | 110451 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315460 | Total |
| Program Services | 280356 | ProgramServices |
| Management And General | 35104 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18357 | Total |
| Management And General | 18357 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63019 | Total |
| Management And General | 63019 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105 | Total |
| Management And General | 105 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42342 | Total |
| Management And General | 42342 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 607286 | Total |
| Program Services | 568404 | ProgramServices |
| Management And General | 38882 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75310 | Total |
| Management And General | 75310 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389519 | Total |
| Program Services | 277626 | ProgramServices |
| Management And General | 111893 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9296 | Total |
| Management And General | 9296 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462817 | Total |
| Program Services | 450702 | ProgramServices |
| Management And General | 12115 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18604 | Total |
| Program Services | 546 | ProgramServices |
| Management And General | 18058 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12414 | Total |
| Program Services | 8019 | ProgramServices |
| Management And General | 4395 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19300 | Total |
| Program Services | 19300 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 508645 | Total |
| Program Services | 488885 | ProgramServices |
| Management And General | 19760 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117662 | Total |
| Program Services | 27476 | ProgramServices |
| Management And General | 90186 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Licenses, dues and fees | 609431 | 442399 | 167032 |
| Food | 337039 | 337039 | |
| Property Taxes | 146255 | 146255 | |
| Service Contracts | 133589 | 86995 | 46594 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104414 | Total |
| Program Services | 88682 | ProgramServices |
| Management And General | 15732 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8803385 | Total |
| Program Services | 7472514 | ProgramServices |
| Management And General | 1312423 | ManagementAndGeneral |
| Fundraising | 18448 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373351 | BOY |
| EOY | 1203810 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2656461 | BOY |
| EOY | 3294008 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1471856 | BOY |
| EOY | 1041755 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 219150 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2185 | BOY |
| EOY | 2185 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78081 | BOY |
| EOY | 79808 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18724232 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9219126 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9359460 | BOY |
| EOY | 9505106 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4258867 | BOY |
| EOY | 5952740 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264363 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497672 | BOY |
| EOY | 497420 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3769029 | BOY |
| EOY | 2579935 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22731325 | BOY |
| EOY | 24375917 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623433 | BOY |
| EOY | 602629 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 932710 | BOY |
| EOY | 1378389 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12570000 | BOY |
| EOY | 12270000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238898 | BOY |
| EOY | 227042 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5100 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14370141 | BOY |
| EOY | 14478060 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6234127 | BOY |
| EOY | 7524012 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26760 | BOY |
| EOY | 21823 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100297 | BOY |
| EOY | 2352022 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8361184 | BOY |
| EOY | 9897857 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22731325 | BOY |
| EOY | 24375917 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 424617 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1112056 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55427 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 183693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23190 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17823 | CurrentTaxYear |
| Total | 350511 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8943045 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8899606 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9443192 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9540083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8941956 | CurrentTaxYear |
| Total | 45767882 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8998472 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8969984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9626885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9563273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8959779 | CurrentTaxYear |
| Total | 46118393 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 171601 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 194516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 215911 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 154568 | CurrentTaxYearMinus1Year |
| Current Tax Year | 128122 | CurrentTaxYear |
| Total | 864718 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 171601 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 194516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 215911 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 154568 | CurrentTaxYearMinus1Year |
| Current Tax Year | 128122 | CurrentTaxYear |
| Total | 864718 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 45253675 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 317549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219365 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 243999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231076 | CurrentTaxYear |
| Total | 1242554 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 317549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219365 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 243999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231076 | CurrentTaxYear |
| Total | 1242554 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11187 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3388 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9033 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72401 | CurrentTaxYear |
| Total | 101504 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9327208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9206044 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9849638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9816305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9263256 | CurrentTaxYear |
| Total | 47462451 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95350 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94870 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02620 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02970 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $105 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 105 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | The organization supported lobbying expenses through payment of dues to Connecticut Association of Healthcare Facilities. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5170296 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 965143 | InvestmentEarningsOrLosses |
| Other Expenditures | 152400 | OtherExpenditures |
| Administrative Expenses | 30299 | AdministrativeExpenses |
| End Of Year Balance | 5952740 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5239270 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 113474 | InvestmentEarningsOrLosses |
| Other Expenditures | 151835 | OtherExpenditures |
| Administrative Expenses | 30613 | AdministrativeExpenses |
| End Of Year Balance | 5170296 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4047765 | BeginningOfYearBalance |
| Contributions | 130297 | Contributions |
| Investment Earnings Or Losses | 1245051 | InvestmentEarningsOrLosses |
| Other Expenditures | 154660 | OtherExpenditures |
| Administrative Expenses | 29183 | AdministrativeExpenses |
| End Of Year Balance | 5239270 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4140428 | BeginningOfYearBalance |
| Contributions | 26006 | Contributions |
| Investment Earnings Or Losses | 1000231 | InvestmentEarningsOrLosses |
| Other Expenditures | 154660 | OtherExpenditures |
| Administrative Expenses | 25885 | AdministrativeExpenses |
| End Of Year Balance | 4986120 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14170 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16791794 | OtherCostOrOtherBasis |
| Depreciation | 8022109 | Depreciation |
| Book Value | 8769685 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1771101 | OtherCostOrOtherBasis |
| Depreciation | 1079537 | Depreciation |
| Book Value | 691564 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 161337 | OtherCostOrOtherBasis |
| Depreciation | 117480 | Depreciation |
| Book Value | 43857 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9505106 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Accrued Interest | 345 |
| Construction in Progress | 108712 |
| Interest in Trust | 1508684 |
| Restricted Investments and Cash | 962194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2579935 | TotalBookValueOtherAssets |
| Total Revenue | 9228002 | TotalRevenue |
| Total Expenses | 8803385 | TotalExpenses |
| Excess Or Deficit For Year | 424617 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1112052 | NetUnrealizedGLOnInvestments |
| Other | $4 | OtherAmount |
| Total Adjustments | 1112056 | TotalAdjustments |
| Excess Or Deficit Per FS | 1536673 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10374497 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1112052 | NetUnrealizedGainsInvestments |
| Other Revenues | 34443 | OtherRevenues |
| Revenue Not Rptd F990 | 1146495 | RevenueNotRptdF990 |
| Revenue Subtotal | 9228002 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9228002 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8837826 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 34441 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 34441 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8803385 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8803385 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | Funds that are held on behalf of residents by the facility | |
| Part V, Line 4: | To provide interest and earnings to support operating and capital needs. | Description of Intended Use of Endowment Funds: |
| Rounding 4. | Part XI, Line 8 - Other Adjustments: | |
| Portions of COGS shown net/gross in financials 14,409. Special Events shown gross in financials 949. Rental expenses shown gross in financials 19,085. | Part XII, Line 2d - Other Adjustments: | |
| Portions of COGS shown net/gross in financials 14,407. Special Events shown gross in financials 949. Rental expenses shown gross in financials 19,085. | Part XIII, Line 2d - Other Adjustments: | |
| Part XI 8 Rounding adjustments Part XII 2d Effect of showing the costs of goods sold and special events gross in the financial statements Part XIII 2d Effect of showing the costs of goods sold and special events gross in the financial statements, effect of depreciation error Part XIII 4b Rounding adjustments |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Leonard Goldberg | |||||||||||||
| 181402 | 0 | 5666 | 0 | 0 | 0 | 0 | 0 | 6567 | 0 | 193635 | 0 | 0 | 0 |
| Frances Cote RN | |||||||||||||
| 106721 | 0 | 3307 | 0 | 0 | 0 | 0 | 0 | 363 | 0 | 110391 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | The CEO received a bonus in the amount of $5,666. The Head of Nursing received a bonus in the amount of $3,307. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA Series A Variable Rate Bond | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 20774UTA3 | CUSIPNumber |
| Date Issued | 2008-01-17 | DateIssued |
| Issue Price | 8575000 | IssuePrice |
| Description Of Purpose | Refunding on Series 1999 Bond | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 8b | The Board of Trustess, which makes the final decisions, keeps minutes regarding each meeting and action taken. Committee's may hold a meeting that is not documented, but any actions agreed upon are sent to the Board of Trustees for final approval. | |
| Form 990, Part VI, Section B, line 11 | A copy of the 990 is made available to each Board Member prior to filing. Any questions are then addressed by the President and CEO or the Independent Accounting Firm prior to filing the 990. | |
| Form 990, Part VI, Section B, line 12c | Annually all empoyees are infomed about ethics and how to report any issues they become aware of. The ethics includes conflicts of interest. | |
| Form 990, Part VI, Section B, line 15a | Compensation of the CEO is reviewed annually to outside sources such as, other form 990's of comparable facilities and independent compensation consultants recommendations and established with a compensation committee, approval of the board and a written employment contract. | |
| Form 990, Part VI, Section C, line 19 | Governing documents, financial statements and the conflict of interest statement are available at the Facility's office. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 1,112,052. Rounding 4. Total to Form 990, Part XI, Line 5: 1,112,056. | Changes in Net Assets or Fund Balances: |
| The facility has a committee that assumes responsibility for oversight of the financial statements and the selection of the CPA. There was no change in the process from last year. |
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