2026-08-17T10:23:03-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2024-10-01 060685115 NOTRE DAME CONVALESCENT HOMES INC NOTR 2038475893 76 WEST ROCKS ROAD NORWALK CT 06851 SISTER MARIE LUCIE MONAST VICE PRESIDENT 2038475893 2026-08-17 1 1 MARY-EVELYN ANTONETTI P00431862 9785575300 2026-08-17 2024 2025-03-06 01:10:19Z NOTRE DAME HEALTH AND REHABILITATION CENTER SISTER MARIE LUCIE MONAST 76 WEST ROCKS ROAD NORWALK CT 06851 8302754 0 X WWW.NDHREHAB.ORG X 1952 CT TO PROVIDE SKILLED NURSING SERVICES TO THE MEDICALLY FRAIL ELDERLY. 4 2 110 20 0 0 192931 247594 7476348 7711140 48763 57864 661 9708 7718703 8026306 0 0 0 0 4912335 5219500 0 0 0 3312102 3080597 8224437 8300097 -505734 -273791 3809682 4061831 1089963 1555433 2719719 2506398 TO PROVIDE SKILLED NURSING SERVICES TO THE MEDICALLY FRAIL ELDERLY. 0 0 6929947 7711140 NOTRE DAME CONVALESCENT HOME'S SOLE ACTIVITY RELATES TO THE CARE AND NURSING OF THE AGED. ALL EXPENSES ARE ATTRIBUTED TO THIS SERVICE. 6929947 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 110 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 0 0 CT X NOTRE DAME CONVALESCENT HOMES INC 2038475893 76 WEST ROCKS ROAD NORWALK CT 06851 SISTER FRANCOIS GOLDER PRESIDENT 32.00 0.00 X X 0 0 0 SISTER MARIE LUCIE MONAST VICE PRESIDENT 40.00 0.00 X X 55509 0 1609 MARK SIMEON TREASURER 2.00 0.00 X X 0 0 0 KENNETH ROMANO SECRETARY 2.00 0.00 X X 0 0 0 THERESA ESPERANCE DIRECTOR OF NURSING 40.00 0.00 X 120000 0 1609 MARJORIE SIMPSON ADMINISTRATOR 40.00 0.00 X 110000 0 2696 285509 0 5914 2 0 0 0 US FOODS PO BOX 830237 PHILADELPHIA PA 19182 DIETARY 181893 STRATEGIC NURSING SOLUTIONS 169 HATTERTOWN RD MONROE CT 06468 NURSING STAFFING 158622 JP AMERICAN STAFFING 1825 BARNUM AVE 302 STRATFORD CT 06614 NURSING STAFFING 130179 PREFERRED THERAPY SOLUTIONS 850 SILAS DEANE HWY 2ND FL WETHERSFIELD CT 06109 THERAPY 118258 4 247594 247594 PATIENT CARE 623000 7711140 7711140 7711140 70179 70179 264133 276448 -12315 -12315 -12315 OTHER INCOME 900099 9708 9708 9708 8026306 7711140 0 67572 X 24752 24752 4661703 4099030 562673 157631 138588 19043 375414 330060 45354 9615 9615 930431 734184 196247 675 675 99635 87669 11966 347538 305552 41986 1312 1312 136402 119923 16479 187643 164974 22669 PROVISION FOR BAD DEBT 425000 425000 SUPPLIES & SERVICES 361201 361201 PROVIDER USER FEE 355742 355742 FOOD PROVISION 206960 206960 18443 18443 8300097 6929947 1370150 0 122760 234299 152417 148252 1173674 1357030 50484 0 5191414 4278886 1011971 912528 1283319 1391980 15057 17742 3809682 4061831 923453 964248 15057 17742 151453 573443 1089963 1555433 X 2719719 2506398 2719719 2506398 3809682 4061831 -273791 60470 0 X X 0 1 X 1 0 X 790577 1306875 243171 192931 247594 2781148 5605610 5328103 6912936 7476348 7711140 33034137 6396187 6634978 7156107 7669279 7958734 35815285 0 370462 370462 370462 370462 35444823 58139 87458 95700 73381 70179 384857 58139 87458 95700 73381 70179 384857 674 2335 1369 661 9708 14747 6455000 6724771 7253176 7743321 8038621 36214889 0.97870 0.95650 0.01060 0.01000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 674. 2021 AMOUNT: $ 2,335. 2022 AMOUNT: $ 1,369. 2023 AMOUNT: $ 661. 2024 AMOUNT: $ 9,708. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 36800 36800 3528492 2729392 799100 113952 101218 12734 1380869 1316975 63894 131301 131301 0 912528 DUE TO THIRD PARTY PAYORS AND OTHERS 573443 573443 X 8077161 60470 60470 8016691 9615 9615 8026306 8290482 0 8290482 9615 9615 8300097 PART IV, LINE 2B: RESIDENT FUNDS REPRESENTS CASH HELD IN ESCROW ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS FROM THE STATE OF CONNECTICUT, AS WELL AS OTHER PATIENT FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM NOTE 2 OF THE AUDITED FINANCIALS STATEMENTS: THE HOME IS A NOT-FOR-PROFIT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE HOME IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. FORM 990, ITEM C, DOING BUSINESS AS: NOTRE DAME HEALTH AND REHABILITATION CENTER FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 5 MEMBERS OF NOTRE DAME CONVALESCENT HOMES, INC. CONSISTING OF THE FOLLOWING: 1. LOCAL SUPERIOR OF THE CONGREGATION OF THE SISTERS OF ST. THOMAS OF VILLANOVA AS LONG AS SHE HOLDS THAT OFFICE. 2. FOUR REMAINING MEMBERS HOLDING OFFICE FOR 2 YEARS UNTIL SUCCESSORS ARE APPOINTED. THEY MAY BE MEMBERS OF THE CONGREGATION, CLERGY OR LAY PERSONS AND APPOINTED BY THE SUPERIOR GENERAL OF THE CONGREGATION. THESE 5 MEMBERS ARE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE SUPERIOR GENERAL OF THE CONGREGATION OF THE SISTERS OF ST. THOMAS OF VILLANOVA APPOINTS 4 MEMBERS OF THE CORPORATION/BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS/BOARD OF DIRECTORS HAVE THE CONTROL AND GENERAL MANAGEMENT OF THE AFFAIRS, PROPERTY AND BUSINESS OF NOTRE DAME CONVALESCENT HOMES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS ELECTRONICALLY FOR REVIEW ANNUALLY. ONCE THE FORM 990 IS COMPLETED BY OUR AUDITORS, IT IS PRESENTED AT THE NEXT SCHEDULED BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CODE OF CONDUCT AND CORPORATE COMPLIANCE STATEMENTS WITH EACH EMPLOYEE UPON HIRE. THESE POLICIES ARE ALSO REVIEWED ANNUALLY WITH CURRENT STAFF. PER THE EMPLOYEE HANDBOOK SECTION 3.4, NOTRE DAME CONVALESCENT HOMES, INC. IS CONCERNED WITH CONFLICTS OF INTEREST THAT CREATE ACTUAL OR POTENTIAL JOB-RELATED CONCERNS, ESPECIALLY IN THE AREAS OF CONFIDENTIALITY, CUSTOMER RELATIONS, SAFETY, SECURITY, AND MORALE. IF THERE IS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN YOU AND A COMPETITOR, SUPPLIER, DISTRIBUTOR, OR CONTRACTOR TO THE COMPANY, YOU MUST DISCLOSE IT TO YOUR DEPARTMENT HEAD. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE COMPANY WILL TAKE SUCH STEPS AS IT DEEMS NECESSARY TO REDUCE OR ELIMINATE THIS CONFLICT." FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE ADMINISTRATOR'S WORK PERFORMANCE ANNUALLY TO DETERMINE PROPER COMPENSATION. THE BOARD REVIEWS THE MARKETPLACE IN DETERMINING THE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, UPON REQUEST, AT ITS ADMINISTRATIVE OFFICES. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 580,536. MANAGEMENT AND GENERAL EXPENSES 196,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 776,783. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 49,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,700. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 103,948. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,948. FORM 990, PART XIII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ORGANIZATIONS INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.