2025-04-03T14:53:48-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-10-01 060763898 CHURCH HOMES INC CONGREGATIONAL CHUR 8605279126 217 AVERY HEIGHTS HARTFORD CT 061064200 WILLIAM THOMPSON SIGNING OFFICER 8605279126 2025-04-01 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2023 2025-03-06 01:10:19Z WILLIAM THOMPSON 217 AVERY HEIGHTS HARTFORD CT 061064200 78335841 0 X WWW.CHURCHHOMES.ORG X 1957 CT TO PROVIDE A FULL RANGE OF RESIDENTIAL LIVING AND HEALTH CARE SERVICES FOR OLDER ADULTS. 10 8 494 132 0 0 597833 280032 42802461 46931071 1041006 1280579 906756 250823 45348056 48742505 29201 10359 0 0 26768131 28737185 0 0 36904 18183990 18756164 44981322 47503708 366734 1238797 61929850 65296278 12838288 12324304 49091562 52971974 X TO PROVIDE, ON A NOT-FOR-PROFIT BASIS AND WITHOUT DISCRIMINATION, A FULL RANGE OF RESIDENTIAL LIVING AND HEALTH CARE SERVICES FOR OLDER ADULTS BY PROMOTING AND IMPLEMENTING SYSTEMS THAT MAINTAIN AND SUPPORT EVERY INDIVIDUAL'S OPTIMAL INDEPENDENCE AND LIFE WISHES IN A (SEE SCH O)SAFE, DIGNIFIED ATMOSPHERE CONDUCIVE TO QUALITY RETIREMENT, BY ASSURING KNOWLEDGEABLE AND CONSISTENT LEADERSHIP IN RETIREMENT LIVING, LONG-TERM CARE, HOME CARE AND SUPPORT SERVICES AND BY DEVELOPING INNOVATIVE PROGRAMS AND SERVICES WHICH RESPOND TO THE CHANGING NEEDS OF ITS RESIDENTS AND CLIENTS AND THE SOCIETY IT SERVES. 0 0 43965267 10359 47046646 CHURCH HOMES, INC. CONGREGATIONAL IS A NOT-FOR-PROFIT CORPORATION, WHICH OWNS AND OPERATES RETIREMENT AND HEALTH CARE FACILITIES IN HARTFORD, CT (AVERY HEIGHTS) AND SALISBURY, CT (NOBLE HORIZONS). AVERY HEIGHTS CONSISTS OF 130 SKILLED NURSING BEDS, 69 INTERMEDIATE CARE BEDS, 58 INDEPENDENT LIVING COTTAGES, 127 INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS, PLUS 20 MEMORY CARE UNITS. IN ADDITION, AVERY HEIGHTS OPERATES A HOME HEALTH AGENCY. NOBLE HORIZONS CONSISTS OF 61 SKILLED NURSING BEDS, 30 INTERMEDIATE CARE BEDS, 50 INDEPENDENT LIVING COTTAGES, AND 19 ACCOMMODATIONS IN A HOME FOR THE AGED. 43965267 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 141 0 1 494 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CT X WILLIAM THOMPSON 8605279126 217 AVERY HEIGHTS HARTFORD CT 061064200 PATRICK GILLAND CEO TILL 224 VICE CHAIRMAN 40.00 1.50 X X 306016 0 57332 WILLIAM THOMPSON CEO/PRESIDENT (AS OF 2/2024) 40.00 0.00 X X 206791 0 43558 DAVID E CANUEL CHAIRMAN 1.00 0.00 X X 0 0 0 THOMAS P KELLEY VICE CHAIRMAN (LEFT 1/2024) 1.00 0.00 X X 0 0 0 LARRY C BROWN DIRECTOR (LEFT 1/2024) 1.00 0.00 X 0 0 0 KENNETH H MCGOVERN DIRECTOR 1.00 0.00 X 0 0 0 P WAYNE MOORE DIRECTOR 1.00 0.00 X 0 0 0 MARGARET A GOLAS DIRECTOR 1.00 0.00 X 0 0 0 MERCEDESE E LARGE DIRECTOR 1.00 0.00 X 0 0 0 PETER B MATHEWS DIRECTOR (LEFT 1/2024) 1.00 0.00 X 0 0 0 CYNTHIA W SHAHEN DIRECTOR 1.00 0.00 X 0 0 0 JAMES FIDANZA DIRECTOR (AS OF 1/2024) 1.00 0.00 X 0 0 0 CYNTHIA J MARTINEZ DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL LATINA VP/ADMINISTRATOR (AS OF 1/2024) 40.00 0.00 X 0 0 0 WILLIAM POND VP/ADMINISTRATOR 40.00 0.00 X 146176 0 26557 DOREEN BALDONI CORPORATE SECRETARY 30.00 0.00 X 42232 0 3590 ANNA LUKAS NURSE MANAGER 40.00 0.00 X 197240 0 39544 MARIA CECILIA MATHERLY RN 40.00 0.00 X 176890 0 17619 AUTUMN COCKROFT DNS 40.00 0.00 X 145032 0 23200 JESSICA BOARDMAN ADNS / NURSE MGR 40.00 0.00 X 140598 0 50260 BONITA GANIM DNS 40.00 0.00 X 134782 0 24444 1495757 0 286104 29 0 1 0 SYMBRIA REHAB 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 REHAB THERAPY 2233334 STRATEGIC NURSING SOLUTIONS 169 HATTERTOWN TD MONROE CT 06468 NURSE POOL 347060 ELDER CREW LLC 71 RAYMOND RD WEST HARTFORD CT 06107 NURSE POOL 282091 FACILITY COMPLIANCE FIRE PROTECTION LLC 1492 BERLIN TURNPIKE BERLIN CT 06037 PREVENATIVE FIRE MAINTENANCE 255660 LAWRENCE CASEY PO BOX 1154 CANAAN CT 06018 LANDSCAPING AND SNOW REMOVAL SERVICES 160326 9 280032 280032 PATIENT SERVICE REVENUE 623000 46684495 46684495 OTHER ANCILLARY SERVICES 623000 246576 246576 46931071 851605 851605 106657 128948 -22291 -22291 -22291 29872772 29443798 428974 428974 428974 29497 20590 8907 8907 INSURANCE RECOVERIES 900099 126341 126341 137866 137866 264207 48742505 47046646 0 1415827 X 10359 10359 804096 804096 21656613 20210839 1427747 18027 1327891 1260474 66293 1124 3420762 3138510 279452 2800 1527823 1381858 144733 1232 6000 6000 27949 27949 111194 111194 57410 57410 7767121 7686893 80228 135546 134244 1302 404286 195511 203392 5383 281313 119802 156768 4743 2239446 2204404 35042 2545 1018 1527 3369 3369 217163 217163 2531537 2531537 668577 668577 PROVIDER TAX 1642739 1642739 MEDICAL SUPPLIES 867965 867871 94 FOOD 848731 848731 MAINTENANCE 208478 207828 650 734795 633540 97660 3595 47503708 43965267 3501537 36904 5696959 6952825 11665509 12383585 5389601 4107233 211090 233399 1020629 219455 97419376 74513150 22275803 22906226 15547332 18375617 0 0 122927 117938 61929850 65296278 3579260 3708388 8338784 7319963 920244 1295953 12838288 12324304 X 37826745 40073710 11264817 12898264 49091562 52971974 61929850 65296278 X 1238797 2645005 -3390 X X 0 1 X 1 0 X 973792 7047670 1062700 597833 280032 9962027 40702993 38317429 40612475 42802461 46931071 209366429 41676785 45365099 41675175 43400294 47211103 219328456 13345 5450 6275 5600 2990 33660 0 13345 5450 6275 5600 2990 33660 219294796 450838 553179 812323 925030 958262 3699632 450838 553179 812323 925030 958262 3699632 59761 59761 728111 273114 1001225 42187384 45918278 42487498 45053435 48442479 224089074 0.97860 0.98190 0.01650 0.01440 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 262,532. 2023 AMOUNT: $ 137,866. INSURANCE PROCEEDS - 2022 AMOUNT: $ 465,579. 2023 AMOUNT: $ 126,341. GIFT SHOP - 2023 AMOUNT: $ 8,907. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 12048718 87439 2316504 901895 13550766 11313258 86910 1268134 619584 12048718 14071628 69194 -2521895 305669 11313258 11642513 168221 2578801 317907 14071628 11023321 61995 806681 249484 11642513 0.53641 0.46359 0.00000 0 0 3365284 3365284 58608204 45535206 13072998 30201082 24995811 5205271 5244806 3982133 1262673 22906226 OTHER CURRENT LIABILITIES 1285275 ANNUITIES PAYABLE 10678 1295953 X 51476248 2645005 17200 2662205 48814043 57410 -128948 -71538 48742505 47595836 149538 149538 47446298 57410 57410 47503708 PART X, LINE 2: THE CORPORATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2024. DUE TO ITS TAX-EXEMPT STATUS, THE CORPORATION WOULD ONLY BE SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE CORPORATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE CORPORATION IS REQUIRED TO FILE AND DOES FILE INFORMATIONAL RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES WHICH ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENTS -3,390. COST OF GOODS SOLD 20,590. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -128,948. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 20,590. RENTAL EXPENSES 128,948. 1 SCHOLARSHIP GRANTS 7 10359 PART I, LINE 2: SCHOLARSHIP ASSISTANCE IS OFFERED TO EMPLOYEES OR THEIR CHILDREN WHO WISH TO PURSUE PROFESSIONAL AND VOCATIONAL COURSES OF STUDY THAT ARE RELATED TO THE EMPLOYEE'S POTENTIAL FOR PROMOTION OR MINIMUM JOB REQUIREMENTS. ALL COURSES MUST BE OFFERED THROUGH AN ACCREDITED INSTITUTION OF HIGHER LEARNING OR BE APPROVED FOR CONTINUING EDUCATION UNITS. TO QUALIFY, THE EMPLOYEE MUST BE EMPLOYED 32 HOURS OR MORE AND HAVE COMPLETED ONE YEAR OF CONTINUOUS EMPLOYMENT. THE EMPLOYEE MUST HAVE A GOOD WORK ATTENDANCE RECORD. THE EMPLOYEE OR THEIR CHILD MUST MEET THE REQUIREMENTS OF THE INSTITUTION OR AGENCY OFFERING THE COURSE. THE SCHOLARSHIP ASSISTANCE IS AVAILABLE IF THE APPLICANT IS NOT ELIGIBLE FOR ASSISTANCE FROM OTHER SOURCES OF REIMBURSEMENT. X X 0 0 0 0 0 0 0 1 0 PATRICK GILLAND CEO TILL 224 VICE CHAIRMAN 276016 0 30000 0 0 0 36848 0 20484 0 363348 0 0 0 WILLIAM THOMPSON CEO/PRESIDENT (AS OF 2/2024) 201791 0 5000 0 0 0 23074 0 20484 0 250349 0 0 0 ANNA LUKAS NURSE MANAGER 197240 0 0 0 0 0 20966 0 18578 0 236784 0 0 0 MARIA CECILIA MATHERLY RN 176890 0 0 0 0 0 17619 0 0 0 194509 0 0 0 JESSICA BOARDMAN ADNS / NURSE MGR 140598 0 0 0 0 0 13873 0 36387 0 190858 0 0 0 WILLIAM POND VP/ADMINISTRATOR 141176 0 5000 0 0 0 14196 0 12361 0 172733 0 0 0 AUTUMN COCKROFT DNS 145032 0 0 0 0 0 13673 0 9527 0 168232 0 0 0 BONITA GANIM DNS 134782 0 0 0 0 0 12151 0 12293 0 159226 0 0 0 PART I, LINE 7 BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. A A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2015-11-18 15282000 REFUND PRIOR ISSUE 0 0 0 A 7904574 15282000 134222 15147778 1 0 1 1 A 0 1 1 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 PART II, LINE 11, OTHER SPENT PROCEEDS: OTHER SPENT PROCEEDS OF $15,147,778 WERE USED TO REFUND TAX EXEPMT BOND ISSUED ON 5/17/2006 AND 1/31/2012. PART III, LINE 3B THE ORGNIZATION REVIEWS ALL MANAGEMENT AND LEASE CONTRACTS AND BELIEVES THEY MEET THE SAFE HARBOR REQUIREMENTS OF REV. PROC. 2016-44. CONTRIBUTOR #9 VENDOR/DONOR 321440 FLOORING/CARPETING 0 LMG INTERIOR DESIGN LLC VENDOR/VICE CHAIRMAN'S WIFE 83827 FURNISHINGS FOR LOBBY RENOVATION AND FIREPLACE LOUNGE, OUTDOOR PATIO, WINDOW TREATMENTS, DECORATIVE ACCESSORIES 0 KMR EXECUTIVE SEARCH LLC VICE CHAIRMAN IS BOARD MEMBER 12500 EXECUTIVE SEARCH FOR NEW CEO 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE BOARD OF DIRECTORS AT REGULARLY SCHEDULED BOARD OF DIRECTORS MEETINGS. IF NO MEETING IS SCHEDULED, THE FORM IS EMAILED TO EACH MEMBER FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT OF CHURCH HOMES, INC. REVIEWS THE BOARD MEMBERS AND OFFICERS' RESPONSES TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE WITH THE COMMITTEE ON DIRECTORS. WHERE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE COMMITTEE ON DIRECTORS IS AUTHORIZED TO TAKE APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF CHURCH HOMES, INC., REVIEWS AND APPROVES OFFICER COMPENSATION ANNUALLY. THE COMMITTEE USES COMPARABILITY DATA FOR ITS REVIEW. THE DELIBERATION AND DECISION REGARDING THE COMPENSATION IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 776,400. MANAGEMENT AND GENERAL EXPENSES 69,730. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 846,130. DIETARY SERVICES: PROGRAM SERVICE EXPENSES 2,125,766. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,125,766. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 1,032,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,032,514. PRE-EMPLOYMENT SERVICES: PROGRAM SERVICE EXPENSES 22,725. MANAGEMENT AND GENERAL EXPENSES 1,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,941. LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 534,791. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 534,791. GROUND SERVICES: PROGRAM SERVICE EXPENSES 413,352. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 413,352. SECURITY CONTRACT: PROGRAM SERVICE EXPENSES 170,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,385. NURSING AND THERAPY SERVICES: PROGRAM SERVICE EXPENSES 2,377,965. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,377,965. FIRE PROTECTION CONTRACT: PROGRAM SERVICE EXPENSES 146,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,064. EQUIPMENT MAINTANCE CONTRACT: PROGRAM SERVICE EXPENSES 86,931. MANAGEMENT AND GENERAL EXPENSES 9,282. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,213. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS -3,390. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONNECTICUT ALLIANCE FOR LONG TERM CARE 217 AVERY HEIGHTS HARTFORD CT 06106 061465316 ADMINISTER PROVIDER BASED NETWORK TO PROVIDE COST-EFFECTIVE HEALTH CARE CT 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0