BISHOP WICKE HEALTH AND REHABILITATION CENTER INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP WICKE HEALTH AND REHABILITATION CENTER INC (EIN 06-6077232)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202602299349302495
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-08-17T14:05:59-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066077232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP WICKE HEALTH AND REHABILITATION | BusinessNameLine1Txt |
| Business Name Line2 | CENTER INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BISH | BusinessNameControlTxt |
| Phone | 2039448285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M LAWLOR | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2039448285 | PhoneNum |
| Signature | 2026-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JON-PAUL VENOIT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,276,242 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE NURSING CARE AND ACCOMMODATIONS TO THOSE IN NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 253 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,929,385 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,272,475 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,357 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,767 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,932,742 | PYTotalRevenueAmt |
| CY Total Revenue | $17,276,242 | 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 | $8,297,293 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,846,802 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,868,498 | PYOtherExpensesAmt |
| CY Other Expenses | $7,487,035 | CYOtherExpensesAmt |
| PY Total Expenses | $14,165,791 | PYTotalExpensesAmt |
| CY Total Expenses | $17,333,837 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,233,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$57,595 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,322,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,766,944 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,243,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,633,984 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$9,920,540 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$9,867,040 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY. WE BUILD THIS CONTINUUM ON THE BELIEF THAT A RELATIONSHIP-CENTERED PHILOSOPHY BEST SUSTAINS BODY, MIND, AND SPIRIT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,881,226 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $17,272,475 | RevenueAmt |
| Desc | BISHOP WICKE IS AN AWARD-WINNING HEALTH AND REHABILITATION FACILITY THAT PROVIDES SHORT-TERM REHABILITATION, SKILLED NURSING CARE, AND LONG-TERM, DEMENTIA, AND HOSPICE CARE. | Desc |
| Total Program Service Expenses | $15,881,226 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 253 | 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | ZVONIMIR JUKIC DIRECTORTREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039448276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06984 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER J EARLE | ||||||||
| CHAIRMAN | 2.00 | 19.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE R BELLMORE | ||||||||
| VICE CHAIRMAN | 2.00 | 18.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BONNIE S MCWAIN | ||||||||
| SECRETARY | 2.00 | 18.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NEWTON BUCKNER | ||||||||
| TREASURER | 2.00 | 19.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAY S NICKSE | ||||||||
| DIRECTOR | 2.00 | 21.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE DUFRESNE | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J FURCE | ||||||||
| DIRECTOR | 2.00 | 20.00 | Yes (X) | $0 | $0 | $0 | ||
| F MATTHEW HEINRICH JR | ||||||||
| DIRECTOR (EFFECTIVE 04/01/25) | 2.00 | 19.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J HECHT | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| RINALDO MAGLIANO JR | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA S MICHNOWSKI | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE J NELSON | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW L O'CONNOR | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD C PAGE | ||||||||
| DIRECTOR (THRU 03/31/25) | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK D WINNE | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELBY P JACKSON | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| THADDEUS STEWART | ||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID M LAWLOR CFO ASSISTANT | ||||||||
| TREASURER (EFFECTIVE 01/01/25) | 1.00 | 49.00 | Yes (X) | $0 | $796,666 | $32,904 | ||
| LORI BAUER | ||||||||
| DIRECTOR OF NURSING | 40.00 | 1.00 | Yes (X) | $119,435 | $0 | $18,944 | ||
| DEBRA SAMORAJCZYK | ||||||||
| DIRECTOR/ADMINISTRATOR | 40.00 | 0.00 | Yes (X) | $150,677 | $0 | $6,027 | ||
| ZVONIMIR JUKIC | ||||||||
| VICE PRESIDENT OF FINANCE | 1.00 | 46.00 | Yes (X) | $0 | $181,733 | $13,508 | ||
| VICTORIA DOMPIERRE | ||||||||
| DIRECTOR/SECRETARY | 0.50 | 39.50 | Yes (X) | $0 | $60,534 | $2,993 | ||
| JON-PAUL VENOIT | ||||||||
| PRESIDENT & CEO, ASSISTANT SECRETARY | 40.00 | 0.00 | Yes (X) | $0 | $769,803 | $86,091 | ||
| GAIL L BRINSMADE | ||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $139,825 | $0 | $12,080 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $409,937 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,808,736 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,547 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VICARAH LLC | |||||
| 941 EAST MAIN STREET | BRIDGEPORT | CT | 06608 | AGENCY SERVICES | $376,538 |
| ALLSHIFTS ALL AMERICAN HEALTHCARE SERVIC | |||||
| 494 BOARD STREET 4TH FLOOR | NEWARK | NJ | 071023217 | NURSING SERVICES | $265,040 |
| BOTTOMLINE SOLUTIONLLC | |||||
| 1749 NE 10TH TER SUITE 4 | CAPE CORAL | FL | 33909 | CONSULTING SERVICES | $219,306 |
| UNITEX TEXTILE RENTAL SERVICES | |||||
| 401 SOUTH MACQUESTEN PARKWAY | MT VERNON | NY | 105501700 | LINENS SERVICES | $194,182 |
| AMIDON NURSE STAFFING LLC | |||||
| P O BOX 436 | MALVERNE | NY | 11565 | NURSING SERVICES | $136,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT REVENUE | 623000 | $17,270,825 | $17,270,825 |
| PROGRAM RELATED RENTAL | 623000 | $1,650 | $1,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,272,475 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,767 | TotalRevenueColumnAmt |
| Exclusion | $3,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,276,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,272,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,725 | TotalAmt |
| Program Services | $278,393 | ProgramServicesAmt |
| Management And General | $41,332 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,893,510 | TotalAmt |
| Program Services | $7,661,854 | ProgramServicesAmt |
| Management And General | $231,656 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,570 | TotalAmt |
| Program Services | $184,892 | ProgramServicesAmt |
| Management And General | $4,678 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,825 | TotalAmt |
| Program Services | $685,084 | ProgramServicesAmt |
| Management And General | $23,741 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,172 | TotalAmt |
| Program Services | $710,853 | ProgramServicesAmt |
| Management And General | $24,319 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,012 | TotalAmt |
| Management And General | $517,012 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,358 | TotalAmt |
| Management And General | $5,358 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,975 | TotalAmt |
| Management And General | $31,975 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,329,852 | TotalAmt |
| Program Services | $2,094,654 | ProgramServicesAmt |
| Management And General | $235,198 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,371 | TotalAmt |
| Program Services | $11,371 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,219 | TotalAmt |
| Program Services | $128,259 | ProgramServicesAmt |
| Management And General | $57,960 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,477 | TotalAmt |
| Program Services | $1,353,008 | ProgramServicesAmt |
| Management And General | $117,469 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
| Management And General | $14 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,068 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
| Management And General | $68 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,226 | TotalAmt |
| Program Services | $242,281 | ProgramServicesAmt |
| Management And General | $4,945 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,578 | TotalAmt |
| Program Services | $196,844 | ProgramServicesAmt |
| Management And General | $6,734 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $999,996 | $849,997 | $149,999 |
| DIETARY SUPPLIES | $566,678 | $566,678 | |
| NURSING SUPPLIES | $507,110 | $507,110 | |
| LAUNDRY/HOUSEKEEPING | $346,718 | $346,718 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,963 | TotalAmt |
| Program Services | $60,810 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,333,837 | TotalAmt |
| Program Services | $15,881,226 | ProgramServicesAmt |
| Management And General | $1,452,611 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,126 | BOYAmt |
| EOY | $232,331 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,172,433 | BOYAmt |
| EOY | $1,209,494 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,137 | BOYAmt |
| EOY | $1,939,529 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,654 | BOYAmt |
| EOY | $25,996 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,103 | BOYAmt |
| EOY | $150,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,591,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,480,708 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,134,597 | BOYAmt |
| EOY | $2,110,377 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,514 | BOYAmt |
| EOY | $1,099,005 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,322,564 | BOYAmt |
| EOY | $6,766,944 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,422,045 | BOYAmt |
| EOY | $1,385,595 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,580 | BOYAmt |
| EOY | $107,936 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,589,564 | BOYAmt |
| EOY | $6,292,375 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,126,915 | BOYAmt |
| EOY | $8,848,078 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,243,104 | BOYAmt |
| EOY | $16,633,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$10,831,540 | BOYAmt |
| EOY | -$10,778,040 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,000 | BOYAmt |
| EOY | $911,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,920,540 | BOYAmt |
| EOY | -$9,867,040 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,322,564 | BOYAmt |
| EOY | $6,766,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$57,595 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $111,095 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $1,177,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $491,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,668,708 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,150,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,370,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,007,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,929,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,272,475 | CurrentTaxYearAmt |
| Total | $64,731,086 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,327,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,862,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,007,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,929,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,272,475 | CurrentTaxYearAmt |
| Total | $66,399,794 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $66,399,794 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,767 | CurrentTaxYearAmt |
| Total | $17,653 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,767 | CurrentTaxYearAmt |
| Total | $17,653 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,334,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,863,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,010,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,932,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,276,242 | CurrentTaxYearAmt |
| Total | $66,417,447 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,000 | BeginningYearBalanceAmt |
| End Year Balance | $911,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,000 | BeginningYearBalanceAmt |
| End Year Balance | $911,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,000 | BeginningYearBalanceAmt |
| End Year Balance | $911,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,000 | BeginningYearBalanceAmt |
| End Year Balance | $911,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $194,935 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $194,935 | OtherExpendituresAmt |
| End Year Balance | $911,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $24,213 | OtherCostOrOtherBasisAmt |
| Book Value | $24,213 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,042,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,052,424 | DepreciationAmt |
| Book Value | $1,990,143 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,524,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,428,284 | DepreciationAmt |
| Book Value | $96,021 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,110,377 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION | $911,000 |
| RESTRICTED DEPOSITS AND FUNDED RESERVES | $188,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,099,005 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $8,848,078 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,848,078 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,387,337 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $111,095 | OtherRevenueAmt |
| Revenue Not Reported | $111,095 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,276,242 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,276,242 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,333,837 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,333,837 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,333,837 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS. |
| PART V, LINE 4: | ASSETS LIMITED AS TO USE CONSIST OF CASH AND CASH EQUIVALENTS AND HAVE BEEN SET ASIDE IN ACCORDANCE WITH REGULATORY COMPLIANCE REQUIREMENTS. FOR THE TAX YEAR, CUSTODIAL LIABILITIES CONSISTED OF A SECURITY DEPOSIT FUND AND RESIDENT TRUST FUNDS. RESIDENT TRUST FUNDS: CERTAIN DEPOSITS ARE HELD IN TRUST BY THE FACILITY ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH THE FACILITY FOR SAFEKEEPING. THESE FUNDS ARE DISBURSED BY THE FACILITY AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. |
| PART X, LINE 2: | THE FACILITY RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FACILITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FACILITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFLIATED FOUNDATION 111,095. |
| PART V, LINE 3(B): | THE ENDOWMENT FUNDS REPORTED IN PART V REPRESENT THE PORTION OF ENDOWMENT FUNDS HELD BY A RELATED ORGANIZATION, WESLEYAN FOUNDATION FOR HEALTH AND AGING, INC. TO SUPPORT THE GENERAL OPERATION OF THE ORGANIZATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JON-PAUL VENOIT | ||||||||||||||
| PRESIDENT & CEO, ASSISTANT SECRETARY | $0 | $682,194 | $0 | $40,000 | $0 | $47,609 | $0 | $43,404 | $0 | $42,687 | $0 | $855,894 | $0 | $0 |
| DAVID M LAWLOR CFO ASSISTANT | ||||||||||||||
| TREASURER (EFFECTIVE 01/01/25) | $0 | $796,666 | $0 | $0 | $0 | $0 | $0 | $31,800 | $0 | $1,104 | $0 | $829,570 | $0 | $0 |
| ZVONIMIR JUKIC | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $0 | $181,733 | $0 | $0 | $0 | $0 | $0 | $6,224 | $0 | $7,284 | $0 | $195,241 | $0 | $0 |
| DEBRA SAMORAJCZYK | ||||||||||||||
| DIRECTOR/ADMINISTRATOR | $150,677 | $0 | $0 | $0 | $0 | $0 | $6,027 | $0 | $0 | $0 | $156,704 | $0 | $0 | $0 |
| GAIL L BRINSMADE | ||||||||||||||
| REGISTERED NURSE | $139,825 | $0 | $0 | $0 | $0 | $0 | $5,128 | $0 | $6,952 | $0 | $151,905 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A | THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. |
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT OF THE FACILITY IS PERFORMED BY UNITED METHODIST HOMES, INC. ("UMH"), A RELATED PARTY. THE FACILITY IS UNDER THE DIRECT OPERATIONAL AND MANAGEMENT CONTROL OF UNITED METHODIST HOMES, INC. THE ORGANIZATION HAD $517,012 IN UMH MANAGEMENT FEES DURING FY25. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN DECEMBER 2024. THE CHANGES TO THE BY-LAWS INCLUDE AN UPDATE TO THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES THAT SERVE ON THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S SOLE MEMBER IS MASONICARE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THE ORGANIZATION HAS THE AUTHORITY TO ELECT THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE DECISION TO AMEND THE ORGANIZATION'S BYLAWS IS RESERVED TO THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE MEETINGS ARE HELD BY THE FULL BOARD OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE A COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FULL BOARD REVIEWS THE 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MASONICARE CORPORATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL CONTROLLED ORGANIZATIONS, INCLUDING THIS ORGANIZATION. OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTERESTS IN CONNECTION TO AN OWNERSHIP, INVESTMENT OR COMPENSATION ARRANGEMENT WITH ANY INDIVIDUAL OR ORGANIZATION WITH WHICH MASONICARE AND AFFILIATES HAS OR IS CONTEMPLATING A TRANSACTION WITH. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY A COMMITTEE LED BY THE CORPORATE COMPLIANCE OFFICER. THE COMMITTEE EVALUATES THE APPROPRIATE HANDLING OF EACH CONFLICT AND REPORTS TO THE FULL BOARD ON AN ANNUAL BASIS. A CONFLICTED PERSON MAY NOT VOTE ON OR ENTER INTO ANY TRANSACTION WITH WHICH HE HAS A CONFLICT OF INTEREST. THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO ANY PROPOSED CONFLICTED TRANSACTION. RECORDS AND REVIEWS OF ALL IDENTITY OF INTERESTS AND DETERMINATIONS OF POSSIBLE CONFLICTS OF INTEREST ARE RECORDED IN THE MINUTES OF ANY BOARD MEETING IN WHICH THEY ARE DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATIONS OF THE ORGANIZATION'S ADMINISTRATOR AND OFFICERS ARE DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, THROUGH A DETAILED REVIEW USING COMPARABILITY DATA, INCLUDING THE FORM 990S FROM SIMILAR NONPROFIT ORGANIZATIONS, AND BOARD APPROVAL. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISION MAKING IS MAINTAINED BY THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ANCILLARY SERVICES: PROGRAM SERVICE EXPENSES 763,313. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 763,313. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 54,256. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,256. NURSING SERVICES: PROGRAM SERVICE EXPENSES 1,195,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,195,497. OTHER RESIDENT SERVICE FEES: PROGRAM SERVICE EXPENSES 11,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,860. ADMINISTRATIVE CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 232,813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 232,813. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 69,728. MANAGEMENT AND GENERAL EXPENSES 2,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,113. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFLIATED FOUNDATION 111,095. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MASONICARE CORPORATION | |||||||||||
| PO BOX 70 | WALLINGFORD | CO | 06492 | 061435919 | PARENT HOLDING AND SUPPORT ORGANIZATION | CT | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| MASONIC CHARITY FOUNDATION OF CT | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061435920 | PROVIDE PLANNED GIVING AND DEVELOPMENT | CT | 501(C)(3) | LINE 7 | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE HEALTH CENTER INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060655131 | PROVIDE MEDICAL SERVICES TO ELDERLY | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE AT ASHLAR VILLAGE INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061050830 | CCRC AND ASSISTED LIVING COMMUNITY | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE AT CHESTER VILLAGE INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 822936624 | CONTINUING CARE RETIREMENT COMMUNITY | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE HOME HEALTH AND HOSPICE INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061101924 | PROVIDE HOME HEALTH/HOSPICE SERVICES | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE AT HOME INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 202377783 | PROVIDE HOME SERVICES TO THE ELDERLY | CT | 501(C)(8) & (C)(10) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| KEYSTONE INDEMNITY COMPANY LTD | |||||||||||
| 126 COLLEGE STREET SUITE 400 | BURLINGTON | VT | 05401 | 030371612 | PROVIDE INSURANCE SERVICES TO MASONICARE | CT | 501(C)(3) | LINE 12C, III-FI | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE AT ROCKY HILL INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 331887016 | ASSISTED LIVING COMMUNITY | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| UNITED METHODIST HOMES INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060987394 | HEALTH CARE SERVICES | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| MASONICARE AT MYSTIC INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 464656008 | MANAGE SENIOR LIVING FACILITY | CT | 501(C)(3) | LINE 12A, I | Yes (1) | MASONICARE AT ASHLAR VILLAGE | |
| WESLEY HEIGHTS INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060606530 | SENIOR RETIREMENT HOUSING | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| CROSBY COMMONS INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061505334 | ASSISTED LIVING SERVICES | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| MIDDLEWOODS OF NEWINGTON INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 743080603 | ASSISTED LIVING SERVICES | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| CARELINK CORPORATION | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061501849 | ASSISTED LIVING SERVICES | CT | 501(C)(3) | LINE 10 | Yes (1) | MASONICARE CORPORATION | |
| WESLEYAN FOUNDATION FOR HEALTH AND AGING INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060606530 | RAISE AND DISTRIBUTE FUNDS TO AFFILIATES | CT | 501(C)(3) | LINE 12B, II | 0 | UNITED METHODIST HOMES INC | |
| AF & AM OF CT GRAND LODGE | |||||||||||
| 69 MASONIC AVENUE | WALLINGFORD | CT | 06492 | 060243277 | MASONIC FRATERNAL ORGANIZATION | CT | 501(C)(10) | N/A | 0 | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR LIVING BY MASONICARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364784728 | EIN |
| Primary Activities | PROVIDE SERVICES TO THE ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONICARE AT MYSTIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONG HILL COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 MASONIC AVENUE | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061534724 | EIN |
| Primary Activities | SERVICE MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST HOMES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $7,874,835 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $9,936,208 | ShareOfEOYAssetsAmt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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