2011-11-02T13:13:47-05:00 2010-12-31 MARCUM LLP CITY PLACE II 185 ASYLUM STREET HARTFORD CT 06103 990 2010-01-01 060924891 WHITNEY CENTER INC WHIT 2032816745 200 LEEDER HILL RD HAMDEN CT 06517 GREGORY GRAVEL 2032816745 2011-10-19 1 DOUGLAS FARRINGTON 8605498500 2010 2016-03-07 17:11:31Z GREGORY GRAVEL 200 LEEDER HILL DR HAMDEN CT 06517 30078287 0 X WHITNEYCENTER.COM X 1977 CT RESIDENTIAL LIFE CARE FACILITY FOR THE ELDERLY 18 17 275 0 0 0 24988 570 14449156 15277612 -646140 986709 0 0 13828004 16264891 0 0 0 0 7142424 7485657 0 0 0 6324150 6955716 13466574 14441373 361430 1823518 130792630 135397007 112949139 114904821 17843491 20492186 X WHITNEY CENTER'S MISSION IS TO OFFER EXCELLENCE IN SENIOR LIVING THROUGH A CONTINUUM OF CARE THAT PROMOTES INDEPENDENCE WHILE MEETING HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS OF THOSE WE SERVE. 0 0 12160237 15277612 THE ORGANIZATION WAS FOUNDED AS A CONTINUING CARE RETIREMENT COMMUNITY TO PROVIDE EXCELLENCE IN RETIREMENT LIVING FOR ITS RESIDENTS THROUGH A CONTINUUM OF QUALITY SERVICES BY MAINTAINING THEIR INDEPENDENCE AND MEETING THEIR HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS AT THE LOWEST FEASIBLE COST. THE CENTER PROVIDES AN ACTIVE, INDEPENDENT, AND SECURE ENVIRONMENT FREE FROM BURDENSOME CHORES AND TIRESOME ROUTINES FOR ITS 233 RESIDENTS. AMENITIES AVAILABLE TO RESIDENTS INCLUDE DAILY DINING OPTIONS, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, PERSONAL GARDEN AREAS, BEAUTY AND BARBER SHOP SERVICES, TRANSPORTATION, AND PERSONAL CARE SERVICES. ALSO AVAILABLE ARE EXTENSIVE PREVENTIVE CARE OPTIONS SUCH AS REGULAR CLINICS FOR HEALTH MONITORING, EDUCATION AND OTHER WELLNESS SERVICES. THE ASSISTED LIVING SERVICES ARE AVAILABLE TO RESIDENTS AS THEIR NEEDS DICTATE. QUALITY AMBULATORY AND SKILLED NURSING CARE IS PROVIDED AT AN ON-SITE 59-BED HEALTH CENTER. THE ORGANIZATION IS RECOGNIZED AS A VIABLE, HIGH-QUALITY PROVIDER OF LIFE CARE SERVICES IN THE NEW HAVEN REGION AND MAINTAINS AN EFFECTIVE, WORKING PARTNERSHIP WITH ITS RESIDENTS TO ENSURE THAT THEY HAVE A CONTINUED SENSE OF WELL-BEING AND A HIGH QUALITY OF LIFE.-HEALTH CENTER SERVICES - PROVIDED 19,683 DAYS OF CARE FOR PATIENTS WITH CHRONIC AND CONVALESCENT MEDICAL NEEDS.-ASSISTED LIVING SERVICES - RESPONDED TO 249 RESIDENT EMERGENCY CALLS AND PROVIDED VARIOUS LEVELS OF ASSISTED LIVING SERVICES TO 66 RESIDENTS ON A REGULAR BASIS.-WELLNESS SERVICES - PROVIDED SERVICES FOR 1,242 RESIDENT VISITS IN THE WELLNESS CLINIC, WELLNESS SEMINARS WERE OFFERED TO RESIDENTS AND STAFF ON A REGULAR BASIS.-HOUSEKEEPING & LAUNDRY SERVICES - WEEKLY CLEANING AND LAUNDRY SERVICES PROVIDED TO AN AVERAGE OF 158 INDEPENDENT LIVING AND 4 ASSISTED LIVING UNITS AND DAILY CLEANING AND LAUNDRY SERVICES TO AN AVERAGE OF 54 SKILLED NURSING RESIDENTS.-DIETARY SERVICES - SERVED OVER 120,000 MEALS TO RESIDENTS AND THEIR GUESTS.-TRANSPORTATION SERVICES - THE PASSENGER BUS PROVIDED OVER 660 RUNS FOR APPROXIMATELY 2,400 RESIDENT PASSENGERS AND THE HANDICAPPED VAN PROVIDED OVER 750 RUNS FOR APPROXIMATELY 1,250 RESIDENT PASSENGERS WITH AN ADDITIONAL 420 RUNS FOR 540 RESIDENTS IN THE COMPANY CAR FOR THE PURPOSES OF MEDICAL AND PERSONAL APPOINTMENTS, SHOPPING, AND ENTERTAINMENT.-USE OF THE FACILITY WAS MADE AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS, SUCH AS PHILANTHROPIC EDUCATIONAL OPPORTUNITIES (PEO), THE HAMDEN SYMPHONY ORCHESTRA , THE HAMDEN LAND CONSERVATION TRUST AND OTHERS.-PROVIDED FACILITIES FOR HEALTH, EDUCATION AND SPIRITUAL PROGRAMS OPEN TO THE LOCAL COMMUNITY INCLUDING AARP'S 55ALIVE DRIVING CLASS, HAMDEN ADULT EDUCATION'S SPRING AND FALL SESSIONS, JUVENILE DIABETES ASSOCIATION, INSTITUTE FOR LEARNING AND RETIREMENT'S (ILR) WEEKLY EDUCATION CLASSES FOR THE ELDERLY, AND OTHERS.-SPONSORED CULTURAL EVENTS SUCH AS CONCERTS, MOVIES, LECTURES AND DISCUSSION GROUPS AS CHOSEN BY RESIDENT COMMITTEES. 12160237 1 0 0 0 0 1 0 0 0 1 0 0 1 1 0 1 0 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 0 0 0 0 0 1 28 0 1 275 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAVID RATLIFF 2032816745 200 LEEDER HILL RD HAMDEN CT 065172749 GREGORY GRAVEL 40.00 X X 259750 0 20699 DONNA DIERS 1.00 X X 0 0 0 DAVID PEARSON 1.00 X X 0 0 0 SHAWN O'SULLIVAN 1.00 X X 0 0 0 RONALD ROZETT 1.00 X X 0 0 0 HARRY ADAMS 1.00 X 0 0 0 DREW ALDEN 1.00 X 0 0 0 GREG BARRINGER 1.00 X 0 0 0 JEROME BERSON 1.00 X 0 0 0 MICHAEL CARBRAY 1.00 X 0 0 0 HENRY DOVE 1.00 X 0 0 0 JOHN FENN 1.00 X 0 0 0 GILBERT HOGAN 1.00 X 0 0 0 JANCY HOUCK 1.00 X 0 0 0 RICHARD KENNEDY 1.00 X 0 0 0 MARGARET MASON 1.00 X 0 0 0 LESLIE NEAL-BOYLAN 1.00 X 0 0 0 ANTHONY SANTORE 1.00 X 0 0 0 DAVID YAFFE 1.00 X 0 0 0 ANGELINA SCHER 40.00 X 84118 0 3822 DAVID RATLIFF 40.00 X 89000 0 6813 MICHAEL RAMBAROSE 40.00 X 142120 0 19092 KENETH SANDBERG 40.00 X 120036 0 22809 ANN MASSELLA 40.00 X 105929 0 9651 MARGARET JOYCE 40.00 X 100848 0 20893 NIGEL MOFFETT 40.00 X 0 0 0 901801 0 103779 5 0 1 0 KBE BUILDING CORPORATION PO BOX 4052 FARMINGTON CT 060344052 PROJECT DEVELOPMENT - GENERAL CONTRACTOR 24839358 SB & A 207 W FRANKLIN ST RICHMOND VA 23220 PROJECT DEVELOPMENT - MARKETING 691915 SFCS INC 305 SOUTH JEFFERSON ST ROANOKE VA 24011 ARCHITECTS 513846 EVENTUS STRATEGIC PARTNERS 1600 MARKET ST STE 1701 PHILADELPHIA PA 19103 PROJECT DEVELOPMENT - MANAGEMENT 500115 ENDURACARE THERAPY MANAGEMENT PO BOX 53064 PHOENIX AR 850723064 THERAPISTS 358201 10 570 570 APARTMENT SERVICES 623000 6858448 6858448 HEALTH CENTER 623000 4033245 4033245 RESIDENT ENTRY FEE INC 623000 3718181 3718181 ASSISTED LIVING 623000 667738 667738 15277612 437781 437781 14361974 350 13757727 55669 604247 -55319 548928 548928 16264891 15277612 0 986709 464203 464203 5713177 4873669 839508 156263 94043 62220 660860 551893 108967 491154 389474 101680 32934 32934 41175 41175 132243 132243 646709 578724 67985 118805 118805 728758 654972 73786 2523604 2518690 4914 20665 687 19978 16132 6644 9488 383 383 1597345 1505038 92307 106781 106781 FOOD 745520 745520 LICENSES & FEES 136791 71188 65603 PROGRAM/ACTIVITIES EXPE 36117 36117 PERSONAL PROPERTY TAXES 24145 24145 DUES & MEMBERSHIPS 20022 1320 18702 27587 949 26638 14441373 12160237 2281136 0 1113 1075 1645431 1524083 741304 715775 141966 167751 119782 104347 82782476 19940369 30996047 62842107 14644253 17286560 82502734 52755309 130792630 135397007 1733960 4599471 88985512 89128695 22229667 21176655 112949139 114904821 X 17843491 20492186 17843491 20492186 130792630 135397007 X 1823518 825177 X X 0 1 1 X 0 X 760 14365 52344 24988 570 93027 14233693 14408923 14036494 14449156 15277612 72405878 14234453 14423288 14088838 14474144 15278182 72498905 0 560900 1172745 2782771 1197374 1326560 7040350 560900 1172745 2782771 1197374 1326560 7040350 65458555 664239 662137 687947 604666 437781 3056770 664239 662137 687947 604666 437781 3056770 14898692 15085425 14776785 15078810 15715963 75555675 0.86640 0.86680 0.04050 0.04170 X X 0 496222 496222 37281091 17495741 19785350 2698595 2088679 609916 42306568 355949 41950619 62842107 ASSETS HELD BY TRUSTEE 46216950 DEFERRED MARKETING COSTS 4159309 DEFERRED FINANCING COSTS 2379050 52755309 DEFERRED ENTRY FEES 15821753 REFUNDABLE ENTRY FEES 4989338 ADVANCE DEPOSITS 331174 CONTRACT DEPOSITS 34390 21176655 16264891 14441373 1823518 825177 825177 2648695 16187967 0 16187967 132243 -55319 76924 16264891 14364449 55319 55319 14309130 132243 132243 14441373 PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS -55,319. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS 55,319. X X 0 1 0 0 0 0 0 0 0 GREGORY GRAVEL 259750 0 0 0 0 0 9800 0 10899 0 280449 0 0 0 MICHAEL RAMBAROSE 142120 0 0 0 0 0 2600 0 16492 0 161212 0 0 0 PART I, LINE 4B ANGELINA SCHER - $1,692 TOWN OF HAMDEN CT 066002014 406801AEO 2009-12-01 89895000 TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA 0 0 0 89895000 6946188 1682980 42603818 38662014 2011 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11 ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO IT BEING FILED, AND ARE REQUESTED TO PROVIDE THEIR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C YEARLY THE BOARD IS QUERIED AS TO ANY POTENTIAL CONFLICT OF INTEREST AND EACH BOARD MEMBER IS ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. AT ANY TIME DURING A BOARD COMMITTEE MEETING A VOTE IS TAKEN THAT MIGHT BE SUBJECT TO THE CONFLICT OF INTEREST POLICY, THE QUESTION WOULD BE ASKED. THERE HAVE BEEN NO SUCH INSTANCES THAT THERE HAS BEEN THE NEED TO ACT AS SUCH. AS FOR EMPLOYEES OF WHITNEY CENTER, BASED ON OUR CORPORATION COMPLIANCE POLICY, MANAGERS AND SUPERVISORS WILL BE ASKED ON AN ANNUAL BASIS AS TO WHETHER EITHER THEY, OR ANY COMPANY WHICH THEY OR A MEMEBER OF THEIR IMMEDIATE FAMILY ARE AFFILIATED WITH, HAS PROVIDED ANY SERVICES, FACILITIES OR SUPPLIES TO WHITNEY CENTER DURING THE PRECEDING 12 MONTH PERIOD ENDING SEPTEMBER 30TH OF ANY GIVEN YEAR. MANAGERS AND SUPERVISORS ARE REQUIRED TO PROVIDE SUCH INFORMATION. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE STATE AND NATIONAL DATA IS REVIEWED, EXPERTS IN THE FIELD ARE CONSULTED AND THE WHITNEY CENTER'S SALARY STRUCTURE IS COMPARED TO THE CANPFA COMPENSATION AND BENEFITS SURVEY. THE CEO AND H/R CONSULTANT REPORT TO THE PERSONNEL COMMITTEE THE RESULTS OF THE COMPARISONS. COMPENSATION FOR THE CEO POSITION IS DETERMINED BY THE BOARD WHILE THE COMPENSATION FOR SENIOR MANAGEMENT IS DETERMINED BY THE CEO WITHIN THE GUIDELINES SET FOR OVERALL ANNUAL INCREASE FOR EMPLOYEES OF THE WHITNEY CENTER. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 INCLUDING FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST AND MAY BE AVAILABLE ON WEBSITES SUCH AS GUIDESTAR.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 825,177. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.