MARY WADE RESIDENCE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARY WADE RESIDENCE INC (EIN 82-1367321)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-14
IRS object ID
202632269349302073
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

FieldValueIRS element (for citing)
Return2026-08-14T12:54:03-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLENBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET 4TH FLOORAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821367321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY WADE RESIDENCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone2035627222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1138 CLINTON AVENUEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06513ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE TOPOLOSKYPersonNm
Person TitleINTERIM CEOPersonTitleTxt
Phone2035627222PhoneNum
Signature2026-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDRA SPIELVOGELPreparerPersonNm
PTINP02040631PTIN
Phone8605614000PhoneNum
Preparation2026-08-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CHATHAM PLACE AT MARY WADEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBRUCE TOPOLOSKYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1138 CLINTON AVENUEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06513ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,566,373GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://CHATHAMPLACE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE THOSE IN NEED WITH HIGH QUALITY ASSISTED LIVING AND MEMORY CARE SERVICES IN ORDER TO MAINTAIN THE RESIDENTS INDIVIDUALITY IN A DIGNIFIED, CARING AND THRIVING SENIOR COMMUNITY. CHATHAM PLACE AT MARY WADE HAS 64 ASSISTED LIVING AND 20 MEMORY CARE MIDDLE MARKET APARTMENTS.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,118,025PYContributionsGrantsAmt
CY Contributions Grants$2,827,317CYContributionsGrantsAmt
PY Program Service Revenue$4,579,848PYProgramServiceRevenueAmt
CY Program Service Revenue$5,510,127CYProgramServiceRevenueAmt
PY Investment Income$13,000PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$7,210PYOtherRevenueAmt
CY Other Revenue-$1,422CYOtherRevenueAmt
PY Total Revenue$7,703,663PYTotalRevenueAmt
CY Total Revenue$8,336,022CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,968,617PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,237,386CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,051,305PYOtherExpensesAmt
CY Other Expenses$4,172,187CYOtherExpensesAmt
PY Total Expenses$8,019,922PYTotalExpensesAmt
CY Total Expenses$8,409,573CYTotalExpensesAmt
PY Revenues Less Expenses-$316,259PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$73,551CYRevenuesLessExpensesAmt
Total Assets BOY$31,557,206TotalAssetsBOYAmt
Total Assets EOY$30,934,130TotalAssetsEOYAmt
Total Liabilities BOY$34,825,226TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,275,701TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$3,268,020NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$3,341,571NetAssetsOrFundBalancesEOYAmt
MissionCHATHAM PLACE AT MARY WADE (DBA) IS AN 84 UNIT ASSISTED LIVING AND MEMORY CARE FACILITY WHICH PROVIDES HIGH QUALITY SERVICES WHICH SEEK TO MAXIMIZE RESIDENTS DIGNITY AND VITALITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,514,169ExpenseAmt
Revenue$5,511,382RevenueAmt
DescASSISTED LIVING FACILITY: CHATHAM PLACE AT MARY WADE IS AN 84 UNIT ASSISTED LIVING FACILITY WITH 64 ASSISTED LIVING SECTION. OCCUPANCY FOR FY 2025 WAS 83% COMPARED TO 80% IN FY 2024. WE HAD A TOTAL OF 42 MOVE INS IN FY 2025, BUT HAVE HAD SIGNIFICANT ATTRITION WITH A MORE COMORBID RESIDENT POPULATION.Desc
Total Program Service Expenses$7,514,169TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM O'CONNORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2036727817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1118 CLINTON AVEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06513ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOANNE MCGLOIN
CHAIR0.403.60Yes (X)Yes (X)$0$0$0
BRUCE TOPOLOSKY
CO-CHAIR0.403.60Yes (X)Yes (X)$0$0$0
BARBARA C ADAMS
DIRECTOR0.200.80Yes (X)Yes (X)$0$0$0
MARJORIE FUNK
SECRETARY0.201.80Yes (X)Yes (X)$0$0$0
BRANDON MCFARLANE
TREASURER0.201.80Yes (X)Yes (X)$0$0$0
BERNADETTE DIGUILIAN
DIRECTOR0.201.80Yes (X)Yes (X)$0$0$0
JOYCE DUPEE
DIRECTOR0.200.80Yes (X)$0$0$0
HOWARD HILL
DIRECTOR0.200.80Yes (X)$0$0$0
REV THOMAS JACKSON
DIRECTOR0.201.80Yes (X)$0$0$0
ROBERT KESSLER
DIRECTOR0.201.80Yes (X)$0$0$0
ANGELA MATTIE
DIRECTOR0.200.80Yes (X)$0$0$0
NICHOLAS R NICHOLSON JR PHD
DIRECTOR0.200.80Yes (X)$0$0$0
ALEXANDER OVERCAMP
DIRECTOR0.200.80Yes (X)$0$0$0
MICHELLE LEE RODRIGUEZ
DIRECTOR0.200.80Yes (X)$0$0$0
PAMELA STANTON
DIRECTOR0.200.80Yes (X)$0$0$0
STEVE WOLFSON MD
DIRECTOR0.200.80Yes (X)$0$0$0
ALFRED GOLDBERG
DIRECTOR AS OF 12/240.201.80Yes (X)$0$0$0
MELANIE MCCLOSKEY
DIRECTOR AS OF 9/250.200.80Yes (X)$0$0$0
JEFFREY KENNEDY
DIRECTOR AS OF 9/250.200.80Yes (X)$0$0$0
DAVID V HUNTER
PRESIDENT & CEO5.0035.00Yes (X)$38,311$268,181$68,354
WILLIAM GINTER
CFO5.0035.00Yes (X)$18,852$131,966$30,433
FieldValueIRS element (for citing)
Total Reportable Comp From Org$57,163TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$400,147TotReportableCompRltdOrgAmt
Total Other Compensation$98,787TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$2,827,040RelatedOrganizationsAmt
All Other Contributions$277AllOtherContributionsAmt
Total Contributions$2,827,317TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescASSISTED LIVINGDesc
Business623000BusinessCd
Total Revenue Column$5,510,127TotalRevenueColumnAmt
Related Or Exempt Func Income$5,510,127RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,510,127TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$227,674RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$230,351RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$2,677RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,677TotalRevenueColumnAmt
Exclusion-$2,677ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,255TotalRevenueColumnAmt
Related Or Exempt Func Income$1,255RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,255OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,336,022TotalRevenueColumnAmt
Related Or Exempt Func Income$5,511,382RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$2,677ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$63,002TotalAmt
Management And General$63,002ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,370,926TotalAmt
Program Services$3,080,383ProgramServicesAmt
Management And General$290,543ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$42,963TotalAmt
Program Services$38,540ProgramServicesAmt
Management And General$4,423ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$503,601TotalAmt
Program Services$451,752ProgramServicesAmt
Management And General$51,849ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$256,894TotalAmt
Program Services$230,445ProgramServicesAmt
Management And General$26,449ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,338TotalAmt
Management And General$3,338ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,740TotalAmt
Management And General$2,740ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$105,951TotalAmt
Management And General$105,951ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$77,865TotalAmt
Program Services$19,050ProgramServicesAmt
Management And General$58,815ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$63,182TotalAmt
Program Services$50,546ProgramServicesAmt
Management And General$12,636ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$280,555TotalAmt
Program Services$272,138ProgramServicesAmt
Management And General$8,417ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,486,088TotalAmt
Program Services$1,486,088ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,058,663TotalAmt
Program Services$1,058,663ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$100,449TotalAmt
Program Services$100,449ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PATIENT CARE$528,454$528,454
CONSULT. & PUR. SERVICE$316,398$197,661$118,737

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$148,504TotalAmt
Management And General$148,504ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,409,573TotalAmt
Program Services$7,514,169ProgramServicesAmt
Management And General$895,404ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$28,212BOYAmt
EOY$25,554EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$133,217BOYAmt
EOY$257,185EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,119BOYAmt
EOY$14,039EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$35,468,068LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,271,330LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$31,390,658BOYAmt
EOY$30,196,738EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$440,614EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,557,206BOYAmt
EOY$30,934,130EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$202,312BOYAmt
EOY$201,468EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$26,577BOYAmt
EOY$134,833EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,596,337BOYAmt
EOY$33,939,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,825,226BOYAmt
EOY$34,275,701EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,268,020BOYAmt
EOY-$3,341,571EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$3,268,020BOYAmt
EOY-$3,341,571EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,557,206BOYAmt
EOY$30,934,130EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$73,551ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,874,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,118,025CurrentTaxYearMinus1YearAmt
Current Tax Year$2,827,317CurrentTaxYearAmt
Total$10,819,342TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,434,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,752,388CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,584,336CurrentTaxYearMinus1YearAmt
Current Tax Year$5,511,382CurrentTaxYearAmt
Total$15,282,165TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,434,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,626,388CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,702,361CurrentTaxYearMinus1YearAmt
Current Tax Year$8,338,699CurrentTaxYearAmt
Total$26,101,507TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,874,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,118,000CurrentTaxYearMinus1YearAmt
Current Tax Year$2,827,040CurrentTaxYearAmt
Total$10,819,040TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$352,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,985CurrentTaxYearMinus1YearAmt
Current Tax Year$129,506CurrentTaxYearAmt
Total$637,131TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,226,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,272,985CurrentTaxYearMinus1YearAmt
Current Tax Year$2,956,546CurrentTaxYearAmt
Total$11,456,171TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$14,645,336PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$115,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,654CurrentTaxYearMinus1YearAmt
Current Tax Year$227,674CurrentTaxYearAmt
Total$719,618TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$115,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,654CurrentTaxYearMinus1YearAmt
Current Tax Year$227,674CurrentTaxYearAmt
Total$719,618TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$100,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,199CurrentTaxYearMinus2YearsAmt
Total$160,205TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,649,243CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,840,699CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,925,015CurrentTaxYearMinus1YearAmt
Current Tax Year$8,566,373CurrentTaxYearAmt
Total$26,981,330TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationENERGY REBATES - 2021 AMOUNT: $ 100,006. MISC INCOME - 2022 AMOUNT: $ 60,199.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,061,084OtherCostOrOtherBasisAmt
Book Value$3,061,084BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,651,813OtherCostOrOtherBasisAmt
Depreciation$3,460,710DepreciationAmt
Book Value$24,191,103BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,394,045OtherCostOrOtherBasisAmt
Depreciation$296,536DepreciationAmt
Book Value$1,097,509BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,469,905OtherCostOrOtherBasisAmt
Depreciation$428,463DepreciationAmt
Book Value$1,041,442BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,891,221OtherCostOrOtherBasisAmt
Depreciation$1,085,621DepreciationAmt
Book Value$805,600BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$30,196,738TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERCOMPANY/OBLIGATED GROUP DEBTDesc
Amt$33,939,400Amt
FieldValueIRS element (for citing)
Total Liability$33,939,400TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID V HUNTER
PRESIDENT & CEO$38,311$268,181$0$0$0$0$4,346$30,426$4,198$29,384$46,855$327,991$0$0
WILLIAM GINTER
CFO$18,852$131,966$0$0$0$0$597$4,180$3,207$22,449$22,656$158,595$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CEO IS COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH HIS COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, ITEM CDBA: CHATHAM PLACE AT MARY WADE
FORM 990, PART VI, SECTION A, LINE 6MW HEALTHCARE, INC. IS THE SOLE MEMBER OF MARY WADE RESIDENCE, INC. AND IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOLE MEMBER, MW HEALTHCARE, INC. ELECTS THE BOARD OF DIRECTORS FOR THE UPCOMING YEAR. THIS IS DONE AT THE ANNUAL MEETING OF THE BOARD OF MANAGERS OF MW HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 7BTHE SOLE MEMBER, MW HEALTHCARE, INC., HAS THE RIGHT TO VOTE ON ALL MATTERS UPON WHICH MEMBERS OF A CONNECTICUT STOCK CORPORATION ARE AFFORDED THE RIGHT TO VOTE.
FORM 990, PART VI, SECTION A, LINE 8BNO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA 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 12CTHE 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 15COMPENSATION IS DETERMINED AND PAID BY A RELATED ENTITY UNDER THE FOLLOWING PROCESS. 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 19AT 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MW HEALTHCARE INC
118 CLINTON AVENUENEW HAVENCT06513270268085OPERATES FOR THE BENEFIT OF THE MARY WADE HOME, INC. AND RESIDENCECT501(C)(3)LINE 12B, TYPE IIN/A0
THE MARY WADE HOME INC
118 CLINTON AVENUENEW HAVENCT06513060662192PROVIDES LONG TERM CARE TO THE FRAIL ELDERLYCT501(C)(3)LINE 10Yes (1)MW HEALTHCARE INC
MWH HOLDINGS INC
118 CLINTON AVENUENEW HAVENCT06513611403583TITLE HOLDING CORPORATION FOR A NON-FOR-PROFIT CORPORATIONCT501(C)(2)N/AYes (1)MW HEALTHCARE INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE MARY WADE HOME INCORPORATED
E$414,148COST
THE MARY WADE HOME INCORPORATED
O$3,370,926COST
THE MARY WADE HOME INCORPORATED
J$60,000COST
THE MARY WADE HOME INCORPORATED
D$32,404,754COST
MW HOLDINGS
O$60,000COST

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.