2026-08-14T12:24:53-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-10-01 060662192 THE MARY WADE HOME INCORPORATED MARY 2035627222 118 CLINTON AVENUE NEW HAVEN CT 06513 BRUCE TOPOLOSKY INTERIM CEO 2035627222 2026-08-10 1 1 ALEXANDRA SPIELVOGEL P02040631 8602316628 2026-08-10 2024 2025-03-06 01:10:19Z MARY WADE HOME BRUCE TOPOLOSKY 118 CLINTON AVENUE NEW HAVEN CT 06513 20876359 0 X WWW.MARYWADE.ORG X 1982 CT TO PROVIDE THOSE IN NEED WITH THE HIGHEST QUALITY OF SUPERVISED SKILLED NURSING, RESIDENTIAL SERVICES, HOME CARE, SOCIAL AND MEDICAL PROGRAMS IN ORDER TO MAINTAIN THE RESIDENT'S INDIVIDUALITY IN OUR DIGNIFIED, CARING, AND CONTINUALLY GROWING COMMUNITY. 19 19 438 15 0 0 1891397 4562222 15882990 16106153 33879 27606 1950 8287 17810216 20704268 0 0 0 0 11510839 11614295 0 0 358148 7025937 7061446 18536776 18675741 -726560 2028527 49130345 49937855 50309282 49098024 -1178937 839831 X THE NOT-FOR-PROFIT MARY WADE HOME HAS A MISSION TO PROVIDE THE HIGHEST-QUALITY COMPASSIONATE CARE, SENIOR LIVING, AND SERVICES THAT PROMOTE WELLNESS FOR OLDER ADULTS IN GREATER NEW HAVEN. THIS IS ACHIEVED THROUGH A UNIQUE SENIOR CARE CONTINUUM OFFERING BOTH RESIDENTIAL AND COMMUNITY-BASED SERVICES THAT MEET THE NEEDS OF OLDER ADULTS, FAMILIES AND CAREGIVERS. THE CONTINUUM INCLUDES LONG-TERM SKILLED NURSING, SHORT-TERM REHABILITATION, MEMORY CARE, AND AN ADULT DAY CENTER. THE CONTINUUM OF CARE ALLOWS SUPPORT TO INCREASE OR DECREASE, WITHOUT UPROOTING A PERSON FROM THEIR COMMUNITY. LAST YEAR, MARY WADE SERVED MORE THAN 700 INDIVIDUALS AND THEIR FAMILIES. 0 0 11837009 13238441 MARY WADE'S 94-BED SKILLED NURSING FACILITY OFFERS COMPREHENSIVE, 24/7 MEDICAL MANAGEMENT, WOUND CARE, AND PAIN MANAGEMENT FOR INDIVIDUALS REQUIRING LONG-TERM NURSING ASSISTANCE, AS WELL AS SHORT-TERM REHABILITATION FOR PATIENTS RECOVERING FROM JOINT REPLACEMENT SURGERIES, SURGERY, HEART ATTACK, OR STROKE. THESE SERVICES BRIDGE THE CRITICAL GAP BETWEEN HOSPITAL DISCHARGE AND RETURNING HOME, BY PROVIDING 24/7 MEDICAL MONITORING AND INTENSIVE THERAPIES THAT ARE OFTEN TOO COMPLEX OR DEMANDING TO MANAGE INDEPENDENTLY, DRASTICALLY LOWERING HOSPITAL READMISSION RATES WHILE OPTIMIZING RECOVERY FOR SENIORS IN GREATER NEW HAVEN. 2449617 2143390 MARY WADE'S HISTORIC 45-BED RESIDENTIAL CARE HOME PROVIDES LOW-INCOME ELDERLY INDIVIDUALS WITH SAFE, AFFORDABLE HOUSING, MEDICAL OVERSIGHT, AND VITAL SOCIAL ENGAGEMENT. THESE STRATEGIES SERVE TO IMPROVE OUR RESIDENTS' QUALITY OF LIFE, WHILE REDUCING EMERGENCY VISITS AND HOSPITALIZATIONS. ACCESS TO DAILY LIVING SUPPORT (BATHING, DRESSING AND MEDICATION MANAGEMENT) OFTEN PREVENTS MINOR ISSUES FROM ESCALATING TO MAJOR CRISES. THE PROGRAM'S BUILT-IN OPPORTUNITIES TO SOCIALIZE HELP TO REDUCE OR PREVENT ISOLATION, LONELINESS, AND COGNITIVE DECLINE. 1007141 724322 MARY WADE'S MEDICAL MODEL ADULT DAY CENTER OFFERS STRUCTURED MEDICAL OVERSIGHT, REHABILITATION, SOCIALIZATION, PERSONAL CARE, NUTRITIOUS MEALS AND SNACKS, AND DAILY TRANSPORTATION TO AND FROM THE CENTER TO ALLEVIATE THE PHYSICAL BURDEN OF DAILY COMMUTES, ESPECIALLY FOR WORKING FAMILIES WHO ARE CARING FOR AGING RELATIVES AT HOME. THE PROGRAM ALSO PROVIDES SPECIALIZED PROGRAMS AND STAFFING TO CARE FOR OLDER ADULTS WITH MEDICAL CONDITIONS AND THOSE WHO ARE EXPERIENCING ALZHEIMER'S DISEASE AND DEMENTIA. 15293767 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 46 0 1 438 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X TOM O'CONNER 2036727817 118 CLINTON AVE NEW HAVEN CT 06513 JOANNE MCGLOIN CHAIR 0.40 3.60 X X 0 0 0 BRUCE TOPOLOSKY CO-CHAIR 0.40 3.60 X X 0 0 0 MARJORIE FUNK SECRETARY 0.20 1.80 X X 0 0 0 BRANDON MCFARLANE TREASURER 0.20 1.80 X X 0 0 0 BARBARA C ADAMS DIRECTOR 0.20 0.80 X X 0 0 0 BERNADETTE DIGIULIAN DIRECTOR 0.20 1.80 X 0 0 0 JOYCE DUPEE DIRECTOR 0.20 0.80 X 0 0 0 HOWARD HILL DIRECTOR 0.20 0.80 X 0 0 0 REV THOMAS JACKSON DIRECTOR 0.20 1.80 X X 0 0 0 ROBERT KESSLER DIRECTOR 0.20 1.80 X X 0 0 0 ANGELA MATTIE DIRECTOR 0.20 0.80 X 0 0 0 NICHOLAS R NICHOLSON JR PHD DIRECTOR 0.20 0.80 X 0 0 0 ALEXANDER OVERKAMP DIRECTOR 0.20 0.80 X 0 0 0 MICHELLE LEE RODRIGUEZ DIRECTOR 0.20 0.80 X 0 0 0 PAMELA STANTON DIRECTOR 0.20 0.80 X 0 0 0 STEVEN WOLFSON MD DIRECTOR 0.20 0.80 X 0 0 0 ALFRED GOLDBERG DIRECTOR AS OF 12/24 0.20 1.80 X 0 0 0 MELANIE MCCLOSKEY DIRECTOR AS OF 9/25 0.20 0.80 X 0 0 0 JEFFREY KENNEDY DIRECTOR AS OF 9/25 0.20 0.80 X 0 0 0 DAVID V HUNTER PRESIDENT & CEO 18.00 22.00 X 145584 160908 68354 WILLIAM GINTER CFO 24.00 16.00 X 94261 56557 30433 GERALYN HINES-IVERSON ADMINISTRATOR 40.00 0.00 X 133329 0 19816 LAVONNE COOKE CNA 40.00 0.00 X 134258 0 4371 MARY ANNE STCHUR VP OF ADVANCEMENT 40.00 0.00 X 145000 0 4994 ALICE NYATOME RN 40.00 0.00 X 125288 0 48908 HELEN HOILETT C.N.A. 40.00 0.00 X 133275 0 17303 910995 217465 194179 15 0 1 0 HEALTHPRO HERITAGE PO BOX 69268 BALTIMORE MD 21264 THERAPY SERVICES 529609 THE NURSE NETWORK 653 MAIN STREET PLANTSVILLE CT 06479 NURSING NETWORK 180034 TOOLS4DATA 176 ROUTE 81 SUITE 4A KILLINGWORTH CT 06419 IT SERVICES 162600 SVIGALS PARTNERS 84 ORANGE STREET NEW HAVEN CT 06510 ARCHITECTURE FIRM 156001 4 60994 1122689 2629545 748994 4562222 SKILLED NURSING FACILITY 623000 13238441 13238441 RESIDENT CARE REVENUES 623000 2143390 2143390 ADULT DAY CARE REVENUES 623000 724322 724322 16106153 8685 8685 5237 5237 0 158110 139189 18921 18921 18921 24739 60994 27665 -2926 -2926 MISCELLANEOUS INCOME 900099 11213 11213 11213 20704268 16106153 0 35893 325514 16276 276687 32551 9312704 7770065 1285810 256829 118438 95681 19201 3556 1149455 928600 186344 34511 708184 572114 114807 21263 49463 49463 60723 60723 444 444 6454 6454 344879 103743 241136 364250 182125 182125 480835 451328 29507 74079 71151 2928 560163 560163 546753 503056 43697 351242 287636 56870 6736 CONSULTANTS & PURCHASED 1879520 1621171 255647 2702 PATIENT CARE 1518850 1518850 PROVIDER TAX 611808 611808 211983 211983 18675741 15293767 3023826 358148 397412 208030 158316 171566 302216 2397528 2808023 79071 127561 155353 166265 21799555 14137842 7139108 7661713 5167411 4997964 408283 451330 68606 68606 33159257 32974581 49130345 49937855 2430186 2906680 900414 923076 42300000 42100000 115319 129124 2906019 2383932 1657344 655212 50309282 49098024 X -1321007 736246 142070 103585 -1178937 839831 49130345 49937855 2028527 -9759 0 X 0 1 X 1 0 X 3125778 2487056 2522818 1891397 4562222 14589271 12494001 14312547 14910412 15882990 16106153 73706103 15758 92087 107845 15635537 16891690 17433230 17774387 20668375 88403219 68597 104625 17895 20458 8823 220398 38569 44915 93775 68839 246098 68597 143194 62810 114233 77662 466496 87936723 142401 15885 14999 18927 13922 206134 142401 15885 14999 18927 13922 206134 35173 35952 71125 15777938 16907575 17448229 17828487 20718249 88680478 0.99160 0.99000 0.00230 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 14776326 2292167 4174000 62955 189000 12642538 16837723 3305258 4220000 950655 196000 14776326 19983326 2214244 3324000 1842828 193019 16837723 26075016 -3351278 2428000 122032 190380 19983326 22705066 5048531 4469868 6018522 129927 26075016 0.99200 0.00800 0.00000 0 1 1 393691 393691 15750634 10815595 4935039 4069021 3027084 1041937 1586209 295163 1291046 7661713 DUE TO/FROM RELATED PARTIES 32593454 START-UP COSTS 380992 ESCROW DEPOSITS 135 32974581 DEFERRED COMPENSATION 467331 OTHER 170426 PAYCHECK PROTECTION PROGRAM 17455 655212 X PART IV, LINE 2B: AT THE OPTION OF EACH RESIDENT, THE ORGANIZATION HOLDS FUNDS FOR RESIDENTS IN A SEPARATE ACCOUNT. THE RESIDENTS FUNDS ARE POOLED TOGETHER INTO ONE ACCOUNT BUT ARE NOT COMMINGLED WITH THE ORGANIZATION'S OPERATING ACCOUNT. RESIDENTS CAN REQUEST THEIR FUNDS AT ANY TIME. PART V, LINE 4: $12,538,953 OF THE ENDOWMENT IS HELD BY MW HEALTHCARE, INC., FOR THE PURPOSE OF SUPPORTING THE MARY WADE HOME, INC. THE REMAINING $103,585 IS HELD BY THE MARY WADE HOME, INC. AND IS USED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE ORGANIZATION'S PROGRAMS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. PART X, LINE 2: THE COMPANY HAS ADOPTED THE ACCOUNTING INTERPRETATION REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES THAT PRESCRIBES HOW AN ENTITY SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE POSITIONS THAT IT HAS TAKEN OR EXPECTS TO TAKE ON ITS TAX OR INFORMATION RETURNS. THE COMPANY ASSESSED THE IMPACT OF THIS INTERPRETATION AND DETERMINED THAT IT DOES NOT HAVE A MATERIAL IMPACT ON ITS CONSOLIDATED FINANCIAL STATEMENTS. AT SEPTEMBER 30, 2025, THE COMPANY BELIEVES THAT NO SUCH ACCRUALS ARE REQUIRED. 2025 GOLF EVENT 32784 22914 9870 9485 860 BEER ON PIER 52949 38080 14869 8000 9320 85733 60994 24739 9485 8860 9320 27665 -2926 X X X 0 0 0 0 0 0 0 0 0 DAVID V HUNTER PRESIDENT & CEO 145584 160908 0 0 0 0 16517 18255 15193 18389 177294 197552 0 0 WILLIAM GINTER CFO 94261 56557 0 0 0 0 2986 1791 16035 9621 113282 67969 0 0 ALICE NYATOME RN 125288 0 0 0 0 0 4000 0 44908 0 174196 0 0 0 GERALYN HINES-IVERSON ADMINISTRATOR 133329 0 0 0 0 0 4065 0 15751 0 153145 0 0 0 HELEN HOILETT C.N.A. 133275 0 0 0 0 0 4069 0 13234 0 150578 0 0 0 A CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20775DDE9 2019-09-26 46513616 BUILD NEW ASSISTED LIVING FACILITY AND RETIRE OUTSTANDING DEBT 0 0 0 A 700000 46513616 2925000 3089981 930272 28850333 10718030 2021 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/21/2024 KARA HUNTER CHILD OF OFFICER 92752 EMPLOYMENT - DIRECTOR OF MARKETING/COMMUNICATIONS 0 FORM 990, PART VI, SECTION A, LINE 3 MW HEALTHCARE, INC. PROVIDES MANAGEMENT SERVICES TO THE MARY WADE HOME, INC. AND MARY WADE RESIDENCE INC. AND HOLDS AND MANAGES THE ENDOWMENT ASSETS FOR THE BENEFIT OF THE MARY WADE HOME, INC. FORM 990, PART VI, SECTION A, LINE 6 MW HEALTHCARE, INC. IS THE SOLE MEMBER OF THE MARY WADE HOME, INC. AND IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF MARY WADE HOME ELECTS NEW TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, MW HEALTHCARE, INC., HAS THE RIGHT TO VOTE ON ALL MATTERS UPON WHICH MEMBERS OF A CONNECTICUT NONSTOCK CORPORATION ARE AFFORDED THE RIGHT TO VOTE. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 IS SUBMITTED TO THE TRUSTEES FOR REVIEW AND QUESTIONS PRIOR TO BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S PARENT ORGANIZATION HAS A CORPORATE COMPLIANCE OFFICER WHO SENDS OUT CONFLICT OF INTEREST STATEMENTS TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF MANAGERS. CERTAIN RESTRICTIONS ARE PLACED ON PERSONS WITH A CONFLICT. THEY ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DISCUSSIONS AND DECISIONS REGARDING THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE CEO PREPARES PERFORMANCE EVALUATIONS ON SENIOR STAFF, INCLUDING A SELF EVALUATION. THE PERFORMANCE EVALUATIONS ARE BASED ON DUTIES THAT ARE STATED WITHIN THE JOB DESCRIPTIONS, TARGETS THAT ARE USED IN ORGANIZATIONAL DASHBOARD REPORTS (I.E. CENSUS, PAYOR MIX, STAFF TURNOVER, FINANCIAL INDICATORS, ETC.) AND ANNUAL GOALS. THE EVALUATIONS INCLUDE CURRENT ANNUAL SALARY (INCLUDING BONUSES), SALARY SURVEY INPUT FROM THE VICE PRESIDENT OF EMPLOYEE RELATIONS AND INCREASES COMPENSATION BASED ON PERFOMANCE AND MARKET FACTORS. THE CEO MEETS SEPARATELY WITH SENIOR STAFF MEMBERS TO REVIEW THEIR EVALUATIONS AND COMPENSATION PACKAGE FOR THE COMING YEAR. THE CEO MAY UTILIZE SEVERAL HUMAN RESOURCE WAGE AND BENEFIT RESOURCES TO COMPILE A COMPARATIVE COMPENSATION ANALYSIS FOR EACH POSITION, AS LISTED BELOW: 1.) NURSING HOME SALARY & BENEFITS REPORT, 2024-2025, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADING AGE, PUBLISHED JULY 2024, EFFECTIVE DATE OF DATA: MARCH 2024. 2.) CONTINUING CARE RETIREMENT COMMUNITY SALARY & BENEFITS REPORT, 2024-2025, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JUNE 2024, EFFECTIVE DATE OF DATA: MARCH 2024. 3.) ASSISTED LIVING SALARY & BENEFITS REPORT, 2024-2025, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JANUARY 2025, EFFECTIVE DATE OF DATA: OCTOBER 2024. 4.) CT NURSING HOME SALARY & BENEFITS SURVEY, 2025, PUBLISHED BY LEADING AGE CT IN APRIL 2025, EFFECTIVE DATE OF DATA: SEPTEMBER 2024. THE CEO COMPENSATION IS DELIBERATED BY AND THE RESULTING DECISION IS DOCUMENTED BY THE GOVERNANCE COMMITTEE OF THE BOARD. GOVERNANCE COMMITTEE MEMBERS ARE PROVIDED COMPARATIVE EXECUTIVE COMPENSATION AND BENEFIT INFORMATION BY THE VICE PRESIDENT OF EMPLOYEE RELATIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ORGANIZATION HAS NOT HAD ANY REQUEST TO REVIEW THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. HOWEVER, THIS INFORMATION IS AVAILABLE UPON REQUEST. MARY WADE AT HOME LLC 118 CLINTON AVENUE NEW HAVEN CT 06513 474030778 TO PROVIDE NON-MEDICAL HOME CARE SERVICES TO SENIORS CT THE MARY WADE HOME INCORPORATED MW HEALTHCARE INC 118 CLINTON AVENUE NEW HAVEN CT 06513 270268085 OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE MARY WADE HOME, INC. CT 501(C)(3) LINE 12B, TYPE II N/A 0 MWH HOLDINGS INC 118 CLINTON AVENUE NEW HAVEN CT 06513 611403583 TITLE HOLDING CORPORATION FOR A NON-FOR-PROFIT CORPORATION CT 501(C)(2) N/A MW HEALTHCARE INC 1 MARY WADE RESIDENCE INC 118 CLINTON AVENUE NEW HAVEN CT 06513 821367321 OPERATE MEMORY CARE AND ASSISTED LIVING FACILITIES FOR THE FRAIL ELDERLY CT 501(C)(3) LINE 10 MW HEALTHCARE INC 1 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 MARY WADE RESIDENCE K 60000 COST MARY WADE RESIDENCE O 3370926 COST MARY WADE RESIDENCE D 414148 COST MARY WADE RESIDENCE E 32404754 COST