2026-07-07T11:13:44-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2024-10-01 060763898 CHURCH HOMES INC CONGREGATIONAL CHUR 8605279126 217 AVERY HEIGHTS HARTFORD CT 061064200 WILLIAM THOMPSON SIGNING OFFICER 8605279126 2026-06-16 1 1 MARY-EVELYN ANTONETTI P00431862 9785575300 2024 2025-03-06 01:10:19Z WILLIAM THOMPSON 217 AVERY HEIGHTS HARTFORD CT 061064200 82138753 0 X WWW.CHURCHHOMES.ORG X 1957 CT TO PROVIDE A FULL RANGE OF RESIDENTIAL LIVING AND HEALTH CARE SERVICES FOR OLDER ADULTS. 12 10 506 145 0 0 280032 847263 46931071 49434986 1280579 1997115 250823 18072 48742505 52297436 10359 11410 0 0 28737185 29476509 0 0 51767 18756164 19376821 47503708 48864740 1238797 3432696 65296278 68703120 12324304 11746473 52971974 56956647 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 (SEE SCH O) A 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 45251394 11410 49476503 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, 56 INDEPENDENT LIVING COTTAGES, 128 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. EFFECTIVE APRIL 1, 2025, THE 30 INTERMEDIATE CARE BEDS WERE CONVERTED TO SKILLED NURSING BEDS. 45251394 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 146 0 1 506 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 10 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 VICE CHAIRMAN 40.00 1.50 X X 71980 0 3423 WILLIAM THOMPSON CEO/PRESIDENT 40.00 0.00 X X 246032 0 48651 DAVID E CANUEL CHAIRMAN 1.00 0.00 X 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 CYNTHIA W SHAHEN DIRECTOR 1.00 0.00 X 0 0 0 JAMES FIDANZA DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA J MARTINEZ DIRECTOR 1.00 0.00 X 0 0 0 DR JOSEPH ANQUILLARE SR DIRECTOR (AS OF 1/28/25) 1.00 0.00 X 0 0 0 MARY J NOONAN DIRECTOR (AS OF 11/19/24) 1.00 0.00 X 0 0 0 MICHAEL LATINA VP/ADMINISTRATOR 40.00 0.00 X 151153 0 14075 WILLIAM POND VP/ADMINISTRATOR 40.00 0.00 X 168118 0 26581 DOREEN BALDONI CORPORATE SECRETARY 30.00 0.00 X 46138 0 4356 ANNA LUKAS NURSE MANAGER 40.00 0.00 X 215754 0 41273 MARIA CECILIA MATHERLY NURSE SUPERVISOR 40.00 0.00 X 164797 0 16588 DAKSHABEN AMIN RN 40.00 0.00 X 259377 0 12016 LESLIE MATHIS RN 40.00 0.00 X 158211 0 31416 RUTH DONAHUE CONTROLLER 40.00 0.00 X 152045 5500 41776 1633605 5500 240155 27 0 1 0 SYMBRIA REHAB 7125 JANES AVE SUITE 300 WOODRIDGE IL 60517 REHAB THERAPY 2316853 STRATEGIC NURSING SOLUTIONS 169 HATTERTOWN TD MONROE CT 06468 NURSE POOL 515898 HARTFORD ELEVATOR 1275 CROMWELL AVE B-10 ROCKY HILL CT 06067 ELEVATOR INSTALL/MAINTENANCE 473610 FACILITY COMPLIANCE FIRE PROTECTION LLC 1492 BERLIN TURNPIKE BERLIN CT 06037 PREVENATIVE FIRE MAINTENANCE 369599 LAWRENCE CASEY PO BOX 1154 CANAAN CT 06018 LAWN CARE AND SNOW REMOVAL SERVICES 166871 11 148109 25926 673228 117753 847263 PATIENT SERVICE REVENUE 623000 49235259 49235259 OTHER ANCILLARY SERVICES 623000 199727 199727 49434986 1094201 1094201 117205 132300 -15095 -15095 -15095 30552969 29650055 902914 902914 902914 10050 148109 39371 -29321 -29321 7295 5502 1793 1793 33267 14089 19178 19178 OPTUM FEES 900099 23330 23330 ASSESSMENT & CLINIC FEES 900099 15400 15400 REIMBURSEMENTS 900099 1497 1497 1290 1290 41517 52297436 49476503 0 1973670 X 11410 11410 773382 773382 21988234 20515477 1444172 28585 1391431 1300512 88881 2038 3867669 3509665 352503 5501 1455793 1300314 153441 2038 36104 36104 27387 27387 103410 103410 130916 130916 7941989 7918211 23778 51445 48945 2500 323807 195629 119847 8331 284031 122162 156689 5180 2471206 2434756 36450 5532 2126 3406 2750 2750 189997 189997 2619627 2619627 657551 657551 PROVIDER TAX 1580096 1580096 FOOD 828648 828648 MEDICAL SUPPLIES 734082 734082 MAINTENANCE 418341 418341 969902 861095 108713 94 48864740 45251394 3561579 51767 6952825 7403852 12383585 12954634 4107233 4837447 233399 235848 219455 195154 100216625 77178607 22906226 23038018 18375617 19906325 117938 131842 65296278 68703120 3708388 3620408 7319963 6273551 153826 136689 1142127 1715825 12324304 11746473 X 40073710 42760787 12898264 14195860 52971974 56956647 65296278 68703120 X 3432696 555426 -3449 X X 0 1 X 1 0 X 7047670 1062700 597833 280032 847263 9835498 38317429 40612475 42802461 46931071 49434986 218098422 45365099 41675175 43400294 47211103 50282249 227933920 5450 6275 5600 2990 7000 27315 0 5450 6275 5600 2990 7000 27315 227906605 553179 812323 925030 958262 1211406 4460200 553179 812323 925030 958262 1211406 4460200 728111 273114 74784 1076009 45918278 42487498 45053435 48442479 51568439 233470129 0.97620 0.97860 0.01910 0.01650 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 262,532. 2023 AMOUNT: $ 137,866. 2024 AMOUNT: $ 41,517. INSURANCE PROCEEDS - 2022 AMOUNT: $ 465,579. 2023 AMOUNT: $ 126,341. 2024 AMOUNT: $ 0. GIFT SHOP - 2023 AMOUNT: $ 8,907. 2024 AMOUNT: $ 33,267. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 13550766 95203 1315971 252206 14709734 12048718 87439 2316504 901895 13550766 11313258 86910 1268134 619584 12048718 14071628 69194 -2521895 305669 11313258 11642513 168221 2578801 317907 14071628 0.53926 0.46074 0.00000 0 0 3365284 3365284 59654749 47151978 12502771 32269658 25929798 6339860 4926934 4096831 830103 23038018 OTHER CURRENT LIABILITIES 1705818 ANNUITIES PAYABLE 10007 1715825 X 52584014 555426 142940 698366 51885648 130916 280872 411788 52297436 48599341 191262 191262 48408079 130916 325745 456661 48864740 PART IV, LINE 2B: THE FUNDS IN THE CUSTODIAL ACCOUNTS BELONG TO THE RESIDENTS, WHO AGREE TO LET CHURCH HOMES (AVERY HEIGHTS AND NOBLE HORIZONS) MANAGE THE FUNDS. THE RESIDENTS MAY MAKE WITHDRAWALS OR PAY BILLS FROM THESE FUNDS UPON REQUEST. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO GENERATE INVESTMENT INCOME WHICH IS USED TO SUPPORT OPERATIONS. 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, 2025. 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, 2025, 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 -3,449. COST OF GOODS SOLD 14,089. RENTAL EXPENSES 132,300. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT 325,745. FUNDRAISING EVENT EXPENSES -39,371. GAMING DIRECT EXPENSES -5,502. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 14,089. RENTAL EXPENSES 132,300. FUNDRAISING EXPENSES 44,873. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT 325,745. AH GOLF FY24 81770 76670 5100 18613 1011 AH GOLF FY25 76389 71439 4950 18557 1190 158159 148109 10050 37170 2201 39371 -29321 1 SCHOLARSHIP GRANTS 4 11410 PART I, LINE 2: SCHOLARSHIP ASSISTANCE IS OFFERED TO PURSUE PROFESSIONAL AND VOCATIONAL COURSES OF STUDY THAT ARE RELATED TO THE HEALTHCARE FIELD. THE SCHOLARSHIPS ARE DETERMINED BY A COMMITTEE. TO CONFIRM THE FUNDS ARE USED FOR THE APPROPRIATE PURPOSE GRADES AND PROOF OR CURRICULUM MUST BE SUBMITTED. X X 0 0 0 0 0 0 0 1 0 WILLIAM THOMPSON CEO/PRESIDENT 236032 0 10000 0 0 0 28228 0 20423 0 294683 0 0 0 DAKSHABEN AMIN RN 259377 0 0 0 0 0 11036 0 980 0 271393 0 0 0 ANNA LUKAS NURSE MANAGER 215754 0 0 0 0 0 23179 0 18094 0 257027 0 0 0 RUTH DONAHUE CONTROLLER 130045 0 22000 5500 0 0 15395 0 26381 0 193821 5500 0 0 WILLIAM POND VP/ADMINISTRATOR 150618 0 17500 0 0 0 16673 0 9908 0 194699 0 0 0 LESLIE MATHIS RN 158211 0 0 0 0 0 15128 0 16288 0 189627 0 0 0 MARIA CECILIA MATHERLY NURSE SUPERVISOR 164797 0 0 0 0 0 15575 0 1013 0 181385 0 0 0 MICHAEL LATINA VP/ADMINISTRATOR 146153 0 5000 0 0 0 0 0 14075 0 165228 0 0 0 PART I, LINE 7 EXECUTIVE PERSONAL COMMITTEE APPROVES AND AWARDS BONUSES BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS AND ARE REVIEWED BY THE PERSONNEL COMMITTEE. A A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2015-11-18 15282000 REFUND PRIOR ISSUE 0 0 0 A 8960994 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 #14 VENDOR/DONOR 344583 FLOORING/CARPETING 0 LMG INTERIOR DESIGN LLC VENDOR/VICE CHAIRMAN'S WIFE 45610 FURNISHINGS AREA RENOVATIONS 0 CONTRIBUTOR #13 VENDOR/DONOR 619585 TEMP LABOR 0 X 1 117753 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) IS THE NUMBER OF CONTRIBUTORS. 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 MAY: A) WAIVE ANY OBJECTION TO THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR SENSITIVE RELATIONSHIP UPON A DETERMINATION THAT IT IS IN THE BEST INTEREST OF CHI TO DO SO DESPITE THE CONFLICT OF INTEREST OR RELATIONSHIP; B) REQUEST THAT THE PERSON SEVER HIS OR HER RELATIONSHIP WITH THE OTHER ORGANIZATION OR PERSON; OR C) REQUIRE THAT THE PERSON SEVER HIS OR HER RELATIONSHIP WITH CHI. 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 SECURITY CONTRACT: PROGRAM SERVICE EXPENSES 171,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 171,971. PRE-EMPLOYMENT SERVICES: PROGRAM SERVICE EXPENSES 26,430. MANAGEMENT AND GENERAL EXPENSES 2,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,385. GROUNDS SERVICES: PROGRAM SERVICE EXPENSES 439,689. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 439,689. LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 562,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 562,598. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 1,062,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,062,898. DIETARY SERVICES: PROGRAM SERVICE EXPENSES 2,177,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,177,389. NURSING AND THERAPY SERVICES: PROGRAM SERVICE EXPENSES 2,356,390. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,356,390. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 88,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,900. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 744,563. MANAGEMENT AND GENERAL EXPENSES 15,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 760,220. FIRE PROTECTION CONTRACT: PROGRAM SERVICE EXPENSES 212,818. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,818. EQUIPMENT MAINTENANCE CONTRACT: PROGRAM SERVICE EXPENSES 74,565. MANAGEMENT AND GENERAL EXPENSES 5,166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,731. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS -3,449. 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