2025-05-15T17:21:03-05:00 2024-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-07-01 060806499 CW RESOURCES INC CWRE 8602297700 200 MYRTLE STREET NEW BRITAIN CT 060534160 MARTA JONES CHIEF FINANCIAL OFFICER 8602297700 2025-05-15 1 1 PAUL BALLASY P00852868 9592007000 2025-05-15 2023 2025-03-06 01:10:19Z WILLIAM GREEN 200 MYRTLE STREET NEW BRITAIN CT 060534160 118415038 0 X WWW.CWRESOURCES.ORG X 1964 CT TO PROVIDE INTEGRATED VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR THOSE INDIVIDUALS WHO ARE PHYSICALLY, DEVELOPMENTALLY, EMOTIONALLY, AND/OR SOCIO-ECONOMICALLY CHALLENGED. X 21 20 2793 100 0 0 11595609 9319318 101826754 108520636 1276391 277708 89796 90236 114788550 118207898 0 27629 0 0 73181797 71327334 0 0 0 27289228 35919235 100471025 107274198 14317525 10933700 102008843 53492170 14927601 15874223 87081242 37617947 TO PROVIDE INTEGRATED VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR THOSE INDIVIDUALS WHO ARE PHYSICALLY, DEVELOPMENTALLY, EMOTIONALLY, AND/OR SOCIO-ECONOMICALLY CHALLENGED. 0 0 91446208 27629 100590350 COMMUNITY BASED EMPLOYMENT SERVICES: PROVIDE COMMUNITY BASED EMPLOYMENT PROGRAMS AND SERVICES TO DISABLED PERSONS AND TO PERSONS WITH OTHER SOCIAL BARRIERS TO EMPLOYMENT. 1,875 PERSONS WERE PROVIDED THESE SERVICES DURING THE TAX YEAR. CW EMPLOYS PEOPLE THROUGH CUSTODIAL, LANDSCAPING, COMMISSARY, DELIVERY, AND OTHER SERVICE CONTRACTS WITH THE FEDERAL GOVERNMENT, STATE GOVERNMENTS, AND LOCAL MUNICIPALITIES. 1648103 1682518 PROVIDE FOOD PREPARATION AND HOME DELIVERY OF MEALS (MEALS ON WHEELS) TO APPROXIMATELY 1,900 PEOPLE PER YEAR. CW ALSO PROVIDES MEALS TO 22 SENIOR CAFETERIA SITES AND DELIVERS NUTRITION EDUCATION SERVICES. MOST REVENUES ARE GENERATED BY STATE AND FEDERAL CONTRACTS. 6445311 6247768 CENTER BASED EMPLOYMENT AND PREVOCATIONAL TRAINING: ASSIST INDIVIDUALS WITH DISABILITIES IN DEVELOPING BASIC WORK AND INTERPERSONAL SKILLS AND IMPROVING WORK ENDURANCE IN AN EFFORT TO IMPROVE THE LIKELIHOOD OF AND SUCCESS IN MORE INDEPENDENT EMPLOYMENT INCLUDING COMPETITIVE EMPLOYMENT. THE ORGANIZATION ASSISTED 43 CLIENTS DURING THE TAX YEAR. 99539622 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 1 32 0 1 2793 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA IL KY MA MD NH NM NY TN UT X MARTA JONES 8602297700 200 MYRTLE STREET NEW BRITAIN CT 060534160 GERRY BERTHIAUME TREASURER 0.50 1.00 X X 0 0 0 CHET CAMARATA BOARD MEMBER 0.50 1.00 X 0 0 0 WAYNE CARINI BOARD MEMBER 0.50 1.00 X 0 0 0 SCOTT CRETELLA BOARD MEMBER 0.50 1.00 X 0 0 0 PAUL D'ADDABBO VICE CHAIR 0.50 1.50 X X 0 0 0 JANIS JERMAN BOARD MEMBER 0.50 1.00 X 0 0 0 KENNY JONES BOARD MEMBER 0.50 1.00 X 0 0 0 DENNIS KERN BOARD MEMBER 0.50 1.00 X 0 0 0 LYNN KNIGHT BOARD MEMBER 0.50 1.00 X 0 0 0 JOSEPH LAFFIN SECRETARY 0.50 1.00 X X 0 0 0 ROBERT LAUNDY BOARD MEMBER 0.50 1.00 X 0 0 0 GEORGIAN LUSSIER BOARD MEMBER 0.50 1.00 X 0 0 0 DOUG MALICK BOARD MEMBER 0.50 1.50 X 0 0 0 STEPHEN NIMS CHAIRPERSON 0.50 1.50 X X 0 0 0 ROBERT PRIMMER BOARD MEMBER 0.50 1.00 X 0 0 0 WILLIAM SCHUCH BOARD MEMBER 0.50 1.50 X 0 0 0 ROLLIN SCHUSTER BOARD MEMBER 0.50 1.00 X 0 0 0 ANDREW STERNKE BOARD MEMBER 0.50 0.50 X 0 0 0 STEVE TILLONA BOARD MEMBER 0.50 1.00 X 0 0 0 LORI WILLIAMSON BOARD MEMBER 0.50 1.00 X 0 0 0 JEANNETTE VARKAL BOARD MEMBER 0.50 1.00 X 0 0 0 WILLIAM GREEN PRESIDENT 37.50 2.50 X 551769 0 55956 MARTA JONES CHIEF FINANCIAL OFFICER 37.50 2.50 X 277836 0 48997 ANTHONY ZAGONE VP CONTRACT SERVICES 39.00 1.00 X 274660 0 10620 REBECCA SARVELA VP HUMAN RESOURCES 39.00 1.00 X 249360 0 22593 THOMAS MONDELCI VP OPERATIONS 40.00 X 156574 0 31777 LAURIANNE FLORIO VP COMMUNITY REHAB SVCS 40.00 X 167653 0 18209 ERIN MCLAUGHLIN CONTROLLER 39.00 1.00 X 222234 0 22175 LEOPOLDO DEVORA NATIONAL DIRECTOR STRATEGIC INITIATIVE 39.00 1.00 X 190779 0 44789 BRIAN ROGALSKI SR. DIRECTOR OF IT 39.00 1.00 X 179913 0 30941 AARON MILLER REGIONAL DIRECTOR 40.00 X 169956 0 31831 JESSICA VOTA REGIONAL DIRECTOR 40.00 X 168237 0 4925 RON BUCCILLI FORMER PRESIDENT/CHIEF STRATEGY OFFICER 39.00 1.00 X 143612 0 4981 2752583 0 327794 31 1 1 0 EDUCATIONAL CATERING INC 521 N RIVERSIDE DRIVE FORT WORTH TX 76111 FOOD SERVICE MANAGEMENT 1126572 D&D ENTERPRISES 21 STRNAD ROAD LISBON CT 06351 LANDSCAPING AND SNOW REMOVAL 763359 AMERITEX SERVICES 1321 S 20TH STREET OMAHA NE 68108 LAUNDRY SERVICES 689021 MIDLANDS LLC 1715 SEWANEE DR WEST COLUMBIA SC 29169 LANDSCAPING 518042 UKG INC 2000 ULTIMATE WAY WESTON FL 33326 HR INFORMATION SYSTEM 501707 5 9277809 41509 9319318 JANITORIAL SERVICES 561700 100201758 100201758 DRY FOOD PACKAGING 311000 4036466 4036466 MISC MANUFACTURING & ASSEMBLY 310000 2211302 2211302 JOB TRAINING SERVICES 624310 1062023 1062023 ELDERLY NUTRITION PROGRAM 722320 1009087 1009087 108520636 263127 263127 90236 0 90236 90236 90236 197640 24081 207140 0 -9500 24081 14581 14581 118207898 108520636 0 367944 27629 27629 408929 408929 40473 40473 48546378 48546378 707614 707614 17129423 17129423 4494517 4494517 3150000 3150000 37406 37406 334911 334911 980856 980856 99189 99189 1220609 1220609 1176549 1176549 504169 504169 1460643 1460643 933773 933773 CONTRACT MATERIALS AND 15306959 15306959 ADMIN ALLOCATION 7734576 7734576 SOURCEAMERICA COMMISSIO 2962243 2962243 17352 17352 107274198 99539622 7734576 0 15558980 15582343 20210870 0 18513755 21759082 1077173 920685 810082 2004468 17601166 13681602 3800137 3919564 37122686 0 2978867 2525538 1936293 6780490 102008843 53492170 7304062 7374195 2519277 3633756 5104262 4866272 14927601 15874223 X 87081242 37617947 87081242 37617947 102008843 53492170 X 10933700 19193 -60416188 X 0 1 X 1 0 X 12435589 10678046 11254618 11595609 9319318 55283180 83771539 91752099 94343119 101826754 108520636 480214147 96207128 102430145 105597737 113422363 117839954 535497327 0 0 0 535497327 372587 430745 663491 1369205 353363 3189391 372587 430745 663491 1369205 353363 3189391 96579715 102860890 106261228 114791568 118193317 538686718 0.99410 0.99410 0.00590 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2995002 1815202 1179800 14606164 11866400 2739764 3919564 OTHER ASSETS 2218468 DUE FROM RELATED PARTY 4562022 6780490 DEFFERED COMPENSATION OBLIGATION 2218468 OPERATING LEASE LIABILITIES 2525538 DUE TO RELATED PARTY 122266 4866272 X 118199462 19193 19193 118180269 27629 27629 118207898 107246569 0 107246569 27629 27629 107274198 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COMPANY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, ASSET, OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANY'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE COMPANY WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF MANAGEMENT AND GENERAL EXPENSES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE COMPANY DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEAR ENDED JUNE 30, 2024. 1 RW SOLUTIONS INC 200 MYRTLE STREET NEW BRITAIN CT 06053 933961863 501(C)(3) 27629 0 GENERAL SUPPORT 1 PART I, LINE 2: ORGANIZATION RECEIVED A RESTRICTED CONTRIBUTION WHICH WAS THEN TRANSFERRED TO THE RELATED PARTY IN ORDER TO MEET THE DONOR'S REQUIREMENTS FOR THE GIFT. X X X X X 0 0 0 0 0 0 0 1 0 WILLIAM GREEN PRESIDENT 342469 0 177069 0 32231 0 14011 0 41945 0 607725 0 0 0 MARTA JONES CHIEF FINANCIAL OFFICER 194292 0 60933 0 22611 0 8052 0 40945 0 326833 0 0 0 ANTHONY ZAGONE VP CONTRACT SERVICES 199502 0 52458 0 22700 0 7980 0 2640 0 285280 0 0 0 REBECCA SARVELA VP HUMAN RESOURCES 176064 0 50541 0 22755 0 7162 0 15431 0 271953 0 0 0 ERIN MCLAUGHLIN CONTROLLER 165620 0 37866 0 18748 0 6744 0 15431 0 244409 0 0 0 LEOPOLDO DEVORA NATIONAL DIRECTOR STRATEGIC INITIATI 141637 0 30387 0 18755 0 3552 0 41237 0 235568 0 0 0 BRIAN ROGALSKI SR. DIRECTOR OF IT 88823 0 22228 0 68862 0 3549 0 27392 0 210854 0 0 0 AARON MILLER REGIONAL DIRECTOR 121205 0 30143 0 18608 0 3693 0 28138 0 201787 0 0 0 THOMAS MONDELCI VP OPERATIONS 134584 0 7436 0 14554 0 5027 0 26750 0 188351 0 0 0 LAURIANNE FLORIO VP COMMUNITY REHAB SVCS 124721 0 23771 0 19161 0 4551 0 13658 0 185862 0 0 0 JESSICA VOTA REGIONAL DIRECTOR 123119 0 26521 0 18597 0 4925 0 0 0 173162 0 0 0 RON BUCCILLI FORMER PRESIDENT/CHIEF STRATEGY OFFI 143612 0 0 0 0 0 4981 0 0 0 148593 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES ARE DETERMINED BY SENIOR MANAGEMENT AND APPROVED BY THE BOARD OF DIRECTORS TO REWARD EMPLOYEES FOR EXCEPTIONAL EFFORTS TOWARDS THE ACHIEVEMENT OF CW RESOURCE'S CHARITABLE MISSION. AUTOMOTIVE CONNECTION FLEET LLC BUSINESS OWNED BY BOARD MEMBER 587679 FLEET MANAGEMENT SERVICES 0 JARED MONDELCI BROTHER OF KEY EMPLOYEE THOMAS MONDELCI 40473 COMPENSATION 0 INVESTMENTS 2023-11-20 39640834 NET BOOK VALUE 222784283 CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)(3) CASH 2023-12-01 20546773 NET BOOK VALUE 222784283 CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)(3) INVENTORIES 2023-10-01 123318 NET BOOK VALUE 222784283 CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)(3) PREPAID EXPENSES 2023-10-01 132516 NET BOOK VALUE 222784283 CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)(3) PROPERTY AND EQUIPMENT 2023-10-01 105513 NET BOOK VALUE 222784283 CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)(3) ACCRUED EXPENSES 2023-10-01 -132765 NET BOOK VALUE 222784283 CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 PAUL D'ADDABBO AND WILLIAM SCHUCH BOARD MEMBERS SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS FOR REVIEW. ANY QUESTIONS OR COMMENTS ARE ADDRESSED BY TOP MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY BY THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE ORGANIZATION. ALSO, ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL KEY EMPLOYEES ARE REQUIRED TO SIGN A DISCLOSURE STATEMENT DISCLOSING ANY FAMILY AND/OR BUSINESS RELATIONSHIP WITH OTHER OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE ORGANIZATION. THEY ALSO AGREE TO PROMPTLY AND FULLY DISCLOSE ANY POTENTIAL FUTURE CONFLICTS OF INTEREST TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS. OFFICERS AND DIRECTORS ARE REQUIRED TO ABSTAIN FROM ANY FORMAL VOTE THAT WOULD POTENTIALLY CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE COMPANY USES AN OUTSIDE CONSULTING FIRM FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AS WELL AS BIANNUALLY FOR STAFF POSITIONS USING COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION AND DECISION. THE ORGANIZATION INVOKES REBUTTABLE PRESUMPTION THAT TRANSACTIONS ARE NOT EXCESS BENEFIT TRANSACTIONS PER IRC 4958. COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE HR COMMITTEE WHICH IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE HR COMMITTEE OBTAINS AND RELIES ON COMPARABILITY DATA PRIOR TO MAKING COMPENSATION ARRANGEMENTS AS WELL AS ADEQUATELY DOCUMENTS THE BASIS FOR DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC FOR REVIEW DURING NORMAL BUSINESS HOURS MONDAY THROUGH FRIDAY FROM 8:00 AM TO 4:30 PM AT THE CORPORATE HEADQUARTERS. FORM 990, PART XI, LINE 9: TRANSFER TO RELATED PARTIES -60,416,188. CW SOLUTIONS LLC 200 MYRTLE STREET NEW BRITAIN CT 06053 874478882 PREP AND DELIVERY OF MEAL-ON-WHEELS TO THE ELDERLY CT 1647786 499783 CW RESOURCES INC CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 222784283 SUPPORT CW RESOURCE'S CHARITABLE CT 501(C)(3) LINE 12A, I N/A 0 100-106 MAIN STREET HOLDINGS INC 200 MYRTLE STREET NEW BRITAIN CT 06053 934741818 SUPPORT RW SOLUTIONS CHARITABLE MISSION CT 501(C)(3) PENDING CW GROUP INC 0 RW SOLUTIONS INC 200 MYRTLE STREET NEW BRITAIN CT 06053 933961863 EMPLOYMENT OPPORTUNITIES AND OCCUPATIONAL SKILLS TRAINING CT 501(C)(3) PENDING CW GROUP INC 0 MYRTLE INDEMNITY INC 200 MYRTLE STREET NEW BRITAIN CT 06053 923621853 NONPROFIT CAPTIVE SC 501(C)(3) PENDING CW GROUP INC 0 CW ENTERPRISES INC 200 MYRTLE STREET NEW BRITAIN CT 06053 061187081 COMMERCIAL CONTRACTED PRODUCTION CT N/A C 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0