2026-08-14T12:54:03-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-10-01 821367321 MARY WADE RESIDENCE INC MARY 2035627222 138 CLINTON AVENUE NEW HAVEN CT 06513 BRUCE TOPOLOSKY INTERIM CEO 2035627222 2026-08-10 1 1 ALEXANDRA SPIELVOGEL P02040631 8605614000 2026-08-10 2024 2025-03-06 01:10:19Z CHATHAM PLACE AT MARY WADE BRUCE TOPOLOSKY 138 CLINTON AVENUE NEW HAVEN CT 06513 8566373 0 X HTTPS://CHATHAMPLACE.ORG X 2017 CT TO 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. 19 19 0 19 0 0 3118025 2827317 4579848 5510127 13000 0 -7210 -1422 7703663 8336022 0 0 0 0 3968617 4237386 0 0 0 4051305 4172187 8019922 8409573 -316259 -73551 31557206 30934130 34825226 34275701 -3268020 -3341571 CHATHAM 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. 0 0 7514169 5511382 ASSISTED 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. 7514169 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X TOM O'CONNOR 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 BARBARA C ADAMS DIRECTOR 0.20 0.80 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 BERNADETTE DIGUILIAN DIRECTOR 0.20 1.80 X 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 0 0 0 ROBERT KESSLER DIRECTOR 0.20 1.80 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 OVERCAMP 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 STEVE 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 5.00 35.00 X 38311 268181 68354 WILLIAM GINTER CFO 5.00 35.00 X 18852 131966 30433 57163 400147 98787 0 0 1 0 0 2827040 277 2827317 ASSISTED LIVING 623000 5510127 5510127 5510127 227674 230351 -2677 -2677 -2677 MISCELLANEOUS INCOME 900099 1255 1255 1255 8336022 5511382 0 -2677 63002 63002 3370926 3080383 290543 42963 38540 4423 503601 451752 51849 256894 230445 26449 3338 3338 2740 2740 105951 105951 77865 19050 58815 63182 50546 12636 280555 272138 8417 1486088 1486088 1058663 1058663 100449 100449 PATIENT CARE 528454 528454 CONSULT. & PUR. SERVICE 316398 197661 118737 148504 148504 8409573 7514169 895404 0 28212 25554 133217 257185 5119 14039 35468068 5271330 31390658 30196738 0 440614 31557206 30934130 202312 201468 26577 134833 34596337 33939400 34825226 34275701 X -3268020 -3341571 -3268020 -3341571 31557206 30934130 -73551 0 X 0 1 X 1 0 X 2000000 2874000 3118025 2827317 10819342 1434059 3752388 4584336 5511382 15282165 3434059 6626388 7702361 8338699 26101507 2000000 2874000 3118000 2827040 10819040 352640 154985 129506 637131 2000000 3226640 3272985 2956546 11456171 14645336 115178 154112 222654 227674 719618 115178 154112 222654 227674 719618 100006 60199 160205 3649243 6840699 7925015 8566373 26981330 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ENERGY REBATES - 2021 AMOUNT: $ 100,006. MISC INCOME - 2022 AMOUNT: $ 60,199. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3061084 3061084 27651813 3460710 24191103 1394045 296536 1097509 1469905 428463 1041442 1891221 1085621 805600 30196738 INTERCOMPANY/OBLIGATED GROUP DEBT 33939400 33939400 X 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. 0 0 0 0 0 0 0 0 0 DAVID V HUNTER PRESIDENT & CEO 38311 268181 0 0 0 0 4346 30426 4198 29384 46855 327991 0 0 WILLIAM GINTER CFO 18852 131966 0 0 0 0 597 4180 3207 22449 22656 158595 0 0 PART I, LINE 3 THE 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. FORM 990, PART I, ITEM C DBA: CHATHAM PLACE AT MARY WADE FORM 990, PART VI, SECTION A, LINE 6 MW 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 7A THE 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 7B THE 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 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 COMPENSATION 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 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. MW HEALTHCARE INC 118 CLINTON AVENUE NEW HAVEN CT 06513 270268085 OPERATES FOR THE BENEFIT OF THE MARY WADE HOME, INC. AND RESIDENCE CT 501(C)(3) LINE 12B, TYPE II N/A 0 THE MARY WADE HOME INC 118 CLINTON AVENUE NEW HAVEN CT 06513 060662192 PROVIDES LONG TERM CARE TO THE FRAIL ELDERLY CT 501(C)(3) LINE 10 MW HEALTHCARE INC 1 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 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 THE MARY WADE HOME INCORPORATED E 414148 COST THE MARY WADE HOME INCORPORATED O 3370926 COST THE MARY WADE HOME INCORPORATED J 60000 COST THE MARY WADE HOME INCORPORATED D 32404754 COST MW HOLDINGS O 60000 COST