2025-04-21T10:36:11-05:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2023-07-01 061066787 GREENWICH ADULT DAY CARE INC GREE 2036220079 125 RIVER ROAD EXT COS COB CT 06807 DEE HERNANDEZ EXECUTIVE DIRECTOR 2036220079 2025-04-21 1 1 EVA MRUK P00543254 2033232400 2025-04-14 2023 2025-03-06 01:10:19Z RIVER HOUSE ADULT DAY CENTER DEE HERNANDEZ 125 RIVER ROAD EXT COS COB CT 06807 1548946 0 X WWW.THERIVERHOUSE.ORG X 1977 CT TO ADDRESS THE IMPACT OF AGING ON FAMILIES IN OUR COMMUNITY BY PROVIDING COMPREHENSIVE, SUPPORTIVE SERVICES IN A COMPASSIONATE, SAFE AND ENGAGING SETTING. 13 13 24 61 0 0 1084746 669185 714245 866561 0 0 -994 7920 1797997 1543666 597861 29964 0 0 1045607 1105824 0 0 133542 630719 712348 2274187 1848136 -476190 -304470 3377403 3143242 109747 180056 3267656 2963186 X RIVER HOUSE ADULT DAY CARE ADDRESSES THE IMPACT OF AGING ON FAMILIES IN OUR COMMUNITY BY PROVIDING COMPREHENSIVE, SUPPORTIVE SERVICES IN A COMPASSIONATE, SAFE AND ENGAGING SETTING. 0 0 1339403 29964 866561 FROM JULY 1, 2023 THROUGH JUNE 30, 2024, GREENWICH ADULT DAY CARE (DOING BUSINESS AS RIVER HOUSE ADULT DAY CENTER) WAS OPEN 251 DAYS AND PROVIDED THE FOLLOWING SERVICES ON 8,733 CLIENT DAYS.RIVER HOUSE'S HEALTH PROGRAM ADDRESSES THE IMPACT OF AGING ON FAMILIES IN THE GREENWICH AND STAMFORD COMMUNITY BY PROVIDING COMPREHENSIVE, SUPPORTIVE SERVICES IN A COMPASSIONATE, SAFE AND ENGAGING SETTING. AGING ADULTS ARE ADMITTED TO RIVER HOUSE BECAUSE THEY ARE STRUGGLING WITH SOCIAL ISOLATION, DEPRESSION, PHYSICAL IMPAIRMENTS, COGNITIVE CONFUSION AND STRUGGLE WITH THE ABILITY TO MANAGE ACTIVITIES OF DAILY LIVING SUCH AS PERSONAL HYGIENE, BATHING, DRESSING, TRANSFERRING, AMBULATION, TOILETING AND EATING. THE RIVER HOUSE HEALTH PROGRAM ADDRESSES THESE CHALLENGES AND MORE. HEALTH EVENTS CAN BE EVEN HARDER TO DIAGNOSE AND TREAT WITH AN AGING ADULT AS MANY ILLNESSES CAN PRESENT THEMSELVES AS CHANGES IN TEMPERAMENT AND BEHAVIOR INSTEAD OF MORE OBVIOUS PHYSICAL SYMPTOMS. CLIENTS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S AND OTHER AILMENTS THAT AFFECT COGNITIVE AWARENESS ARE LESS ABLE TO EFFECTIVELY COMMUNICATE OR EVEN IDENTIFY PHYSICAL SYMPTOMS. PAIN OR DISCOMFORT MIGHT BE REFLECTED AS A CHANGE IN THEIR DISPOSITION OR MOOD. AT RIVER HOUSE, OUR PROFESSIONAL TEAM MONITORS THE MOOD AND BEHAVIOR OF EACH CLIENT AND IS TRAINED TO RECOGNIZE SLIGHT CHANGES THAT OTHERWISE MAY BE IGNORED OR MISUNDERSTOOD. AT THE FIRST SIGN OF A CHANGE, OUR PROFESSIONAL TEAM JUMPS INTO ACTION, NOTIFYING THE FAMILY, CAREGIVERS AND PHYSICIAN SO THAT A RECOMMENDATION FOR FURTHER FOLLOW-UP CAN BE ADVISED. THE NATIONAL AVERAGE COST FOR A SINGLE EMERGENCY ROOM VISIT IS UPWARDS OF $1,500, NOT INCLUDING TESTING TYPICALLY ASSOCIATED WITH CONDITIONS SUCH AS A URINARY TRACT INFECTION, A COMMON AILMENT AMONG SENIORS. THE FEE FOR AN EMERGENCY ROOM VISIT MULTIPLIES DRAMATICALLY WHEN PATIENTS HAVE COGNITIVE IMPAIRMENTS (SUCH AS ALZHEIMER'S DISEASE), BECAUSE IT IS MORE DIFFICULT FOR PATIENTS TO EXPRESS THEMSELVES. RIVER HOUSE'S HEALTH PROGRAM HAS PROVEN TO REDUCE EMERGENCY HOSPITALIZATIONS, REDUCE NURSING HOME ADMISSIONS AND INCREASE THE ABILITY FOR AGING ADULTS TO REMAIN IN THE COMFORT OF THEIR HOMES.RIVER HOUSE'S THERAPEUTIC RECREATION PROGRAM IS CRITICAL TO THE PHYSICAL, EMOTIONAL AND SOCIAL WELL-BEING AND COGNITIVE SUCCESS OF OUR PARTICIPANTS. THE PROGRAM BREAKS DOWN ISOLATION AND INCREASES STIMULATION, SOCIALIZATION AND CONSISTENCY. RIVER HOUSE OFFERS THERAPEUTIC, STIMULATING, SPECIALIZED AND MUCH-LOVED ACTIVITIES TO OUR CLIENTS. MOST OF OUR CLIENTS ARE FRAGILE AND HAVE VARYING PHYSICAL AND MENTAL CONSTRAINTS. OUR THERAPEUTIC RECREATION PROGRAM OFFERS A VARIETY OF EXERCISE, MUSIC AND SENSORY PROGRAMS THAT ARE DESIGNED TO ADDRESS THE FRAGILITY AND COGNITIVE CHALLENGES OF OUR POPULATION, THUS HELPING CLIENTS TO IMPROVE THEIR PHYSICAL AND COGNITIVE HEALTH, CIRCULATION, AND ULTIMATELY, THEIR QUALITY OF LIFE. CAREGIVER SUPPORT SERVICESAT RIVER HOUSE, WE UNDERSTAND THAT CARING FOR AN AGING LOVED ONE CAN WEIGH HEAVILY ON A CAREGIVER. SERVICES OFFERED INCLUDE:- INDIVIDUAL AND FAMILY COUNSELING- FAMILY CONSULTATIONS- AN EVALUATION OF NEEDS- HOME AND PERSONAL SAFETY INFORMATION- ASSISTANCE WITH ADVANCED CARE PLANNING- CAREGIVER SUPPORT GROUPS 1339403 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 11 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JAIME RUGGIERO 2036220079 RIVER HOUSE 125 RIVER ROAD EXT COS COB CT 06807 JOANN MCCARTHY PRESIDENT 1.00 1.00 X X 0 0 0 DAN QUIGLEY TREASURER 1.00 1.00 X X 0 0 0 ROCCO NATALE SECRETARY 1.00 1.00 X X 0 0 0 LEN BEINSTEIN DIRECTOR 0.50 0.00 X 0 0 0 KATIE COSBY DIRECTOR 0.50 0.00 X 0 0 0 HEATHER KEANE DIRECTOR 0.00 0.00 X 0 0 0 ANN HAGMANN DIRECTOR 0.50 0.00 X 0 0 0 LORRAINE RYAN KELLY DIRECTOR 0.50 0.00 X 0 0 0 LEAH MARMON DIRECTOR 0.50 0.00 X 0 0 0 PEGGY MARTINO DIRECTOR 0.50 0.00 X 0 0 0 JEFFREY MCCARTHY DIRECTOR 0.50 0.00 X 0 0 0 JULINA OGILIVIE DIRECTOR 0.50 0.00 X 0 0 0 DIANE SAUL DIRECTOR 0.50 0.00 X 0 0 0 DONNA SPELLMAN MS EXECUTIVE DIRECTOR, THRU 08/2023 40.00 0.00 X 161192 0 3234 DEE HERNANDEZ EXECUTIVE DIRECTOR, AS OF 11/2023 40.00 0.00 X 10589 0 180 171781 0 3414 1 0 1 0 0 25000 13729 209067 421389 669185 CLIENT FEES 623000 866561 866561 866561 13200 0 13200 13200 13200 0 13729 5280 -5280 -5280 1543666 866561 0 7920 13482 13482 16482 16482 227246 57893 112866 56487 694840 633672 25446 35722 12314 9236 1847 1231 94702 71027 14205 9470 76722 57542 11508 7672 8365 8365 29845 29845 46381 17303 29078 18104 18104 61483 21569 36057 3857 39409 29557 5911 3941 35066 30865 2216 1985 53729 53729 5056 5056 137200 123480 6860 6860 21319 15989 3198 2132 MEALS 99427 99427 REPAIRS AND MAINTENANCE 83693 75323 4185 4185 LEGAL SETTLEMENT 65500 65500 PROGRAM SUPPLIES 7771 7771 1848136 1339403 375191 133542 241832 102195 155 0 30100 14400 102165 154969 6435 6435 5230814 2423207 2939080 2807607 57636 57636 3377403 3143242 52111 122420 57636 57636 109747 180056 X 3057872 2743484 209784 219702 3267656 2963186 3377403 3143242 -304470 0 X X 0 1 X 1 0 X 838726 984608 1404353 1084746 669185 4981618 838726 984608 1404353 1084746 669185 4981618 965542 4016076 0 0 12000 12000 13200 37200 0 2622 0 0 0 2622 5021440 3395528 0.79980 0.81970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1505244 48482 193883 35000 1712609 862347 708180 59717 125000 1505244 836498 100000 24151 50000 862347 778185 25000 133313 100000 836498 958331 0 -4888 175258 778185 0.85400 0.14600 0.00000 0 1 1 4764051 2014632 2749419 466763 408575 58188 2807607 X 1737549 193883 193883 1543666 0 1543666 1834654 0 1834654 13482 13482 1848136 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FROM THE SENIORS IN AN ESCROW ACCOUNT. THESE DEPOSITS ARE RETURNED TO THE SENIORS WHEN THEY LEAVE THE CENTER. PART V, LINE 4: GADC'S ENDOWMENT FUND IS HELD BY GREENWICH ADULT DAY CARE TRUST FUND (THE "FUND"), A RELATED TAX-EXEMPT ENTITY. THE FUND MAINTAINS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR PROGRAMS OF GADC INCLUDING FUNDING FOR MEALS, CLIENT FEES, SCHOLARSHIPS, AND CREATIVE ART. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT GADC HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INVESTMENTS OF RELATED ORGANIZATION 193,883. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO RELATED ORG. ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS 13,482. 1 GREENWICH ADULT DAY CARE TRUST FUND 125 RIVER ROAD EXTENSION COS COB CT 06807 222894544 501(C)(3) 13482 0 TO MAINTAIN INVESTMENT ASSETS FOR THE BENEFIT THE OF GREENWICH ADULT DAY CARE 1 0 SUBSIDIZED ADULT DAY CARE 7 16482 PART I, LINE 2: GADC PROVIDES FINANCIAL ASSISTANCE TO SENIORS THAT CANNOT AFFORD THE COST OF DAY CARE. THE SUBSIDY IS APPLIED DIRECTLY TO THEIR ACCOUNT. A. ALL FUNDS PROVIDED TO RECIPIENTS ARE USED UNIVERSALLY, ALL INTENDED TO SUBSIDIZE THE COST OF DAILY CARE. SINCE OUR SERVICES ARE ALL-INCLUSIVE, "CLIENT SUBSIDY" FUNDS ARE USED TO SUPPORT THE OVERALL COST FOR A DAY OF CARE. WE DO NOT OFFER AN ALA CARTE SERVICE. B. A CLIENT QUALIFIES FOR FUNDS DEPENDING ON THE SOURCE OF FUNDING AND THE CLIENT'S SPECIFIC NEEDS. FOR EXAMPLE, A CLIENT QUALIFIES FOR THE CT HOMECARE PROGRAM FOR ELDERS (CHCPE) IF THEY HAVE A FINANCIAL NEED, ALONG WITH A QUALIFYING DIAGNOSIS. ELIGIBILITY FOR THIS PROGRAM IS DETERMINED BY THE SOUTHWESTERN CT AGENCY ON AGING. C. MONITORING FOR CLIENT SUBSIDY FUNDS IS DONE VIA REPORTS TO THE FUNDING AGENCIES. FOR EXAMPLE, WE PROVIDE A 60-DAY REPORT TO THE SOUTHWESTERN CT AGENCY ON AGING. WE ALSO PROVIDE A QUARTERLY REPORT TO THE GREENWICH DEPARTMENT OF HUMAN SERVICES FOR TRANSPORTATION SERVICES. WE PROVIDE AN INTERIM REPORT AND A FINAL REPORT TO THE GREENWICH UNITED WAY. D. FOR FUNDING THAT IS MONITORED INTERNALLY, CLIENTS ARE SELECTED BASED ON FINANCIAL NEED. FINANCIAL NEED IS BASED ON INCOME CATEGORIES PROVIDED BY THE TOWN OF GREENWICH AND THE CITY OF STAMFORD. THE GRANT TO THE TRUST IS TO A RELATED SUPPORTING ORGANIZATION, WHICH SHARES THE SAME BOARD AND GOVERNANCE. MONITORING THE USE OF THE GRANT FUNDS IS SUBSTANTIATED THROUGH COMMON MANAGEMENT. X X X X 1 0 0 0 0 0 0 0 0 DONNA SPELLMAN MS EXECUTIVE DIRECTOR, THRU 08/2023 104961 0 0 0 56231 0 3234 0 0 0 164426 0 0 0 PART I, LINE 4A DONNA SPELLMAN. MS, EXECUTIVE DIRECTOR, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $56,231 WHICH IS INCLUDED IN PART II, COLUMN (B)(III). FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE A FAMILY RELATIONSHIP: JEFFREY MCCARTHY AND JOANN MCCARTHY FORM 990, PART VI, SECTION B, LINE 11B GADC HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 IS PREPARED, IT IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW BEFORE THE FULL BOARD RECIEVES A COPY FOR THEIR REVIEW AND COMMENT. AFTER ANY COMMENTS ARE ADDRESSED AND RESOLVED, THE RETURN IS APPROVED BY THE BOARD FOR FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO CERTIFY, IN WRITING, ADHERENCE WITH DISCLOSURES FOR ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CURRENT CODE OF ETHICS AND CONFLICT OF INTEREST POLICY. THE SIGNED CERTIFICATIONS OF ADHERENCE ARE SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW. ANNUALLY, THE AUDIT COMMITTEE REVIEWS THE ORGANIZATION'S COMPLIANCE WITH ITS CODE OF ETHICS AND CONFLICT OF INTEREST POLICY AND REPORTS ITS FINDINGS TO THE EXECUTIVE COMMITTEE, WHICH TAKES ACTION AS REQUIRED. IF A POTENTIAL OR ACTUAL CONFLICT EXISTS, THE PRESIDENT OF THE BOARD OR EXECUTIVE DIRECTOR WILL BE NOTIFIED PROMPTLY AND INVESTIGATE THE CONFLICTING INTEREST TRANSACTION. THE RESULTS OF THE INVESTIGATION WILL BE DOCUMENTED BY THE CHAIR OF THE AUDIT COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. IF IT IS ESTABLISHED THAT AN ACTUAL CONFLICT EXISTS, THE MEMBER OF THE BOARD OR STAFF IS NOTIFIED AND IS NOT ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME AS THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION FORMED A COMPENSATION COMMITTEE AND CONDUCTED A COMPENSATION COMPARISON STUDY, UTILIZING FORM 990'S FROM OTHER ORGANIZATIONS. UPON COMPLETION OF THE STUDY, THE ORGANIZATION RECEIVED APPROVAL FROM THE BOARD OF DIRECTORS, APPROVING THE COMPENSATION STUDY. THE COMMITTEE USED THE STUDY FOR THE DETERMINATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. THIS PROCESS IS COMPLETED ON AN ANNUAL BASIS. THE LAST ANNUAL COMPENSATION REVIEW PROCESS TOOK PLACE IN MAY/JUNE 2024. FORM 990, PART VI, SECTION C, LINE 19 GADC MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. GADC ALSO MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. ADDITIONALLY, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GREENWICH ADULT DAY CARE TRUST FUND 125 RIVER ROAD EXT COS COB CT 06807 222894544 MANAGES THE INVESTMENTS FOR GREENWICH ADULT DAY CARE CT 501(C)(3) LINE 12B, II GREENWICH ADULT DAY CARE INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 GREENWICH ADULT DAY CARE TRUST FUND B 13482 CASH VALUE