THE HOUSE OF THE HOLY COMFORTER: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HOUSE OF THE HOLY COMFORTER (EIN 22-1487578)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-09
- IRS object ID
- 202433449349300628
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-09T11:55:12-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221487578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOUSE OF THE HOLY COMFORTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 9088524801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 SCHOOLEYS MOUNTAIN ROAD | AddressLine1Txt |
| City | HACKETTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN BOVE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9088524801 | PhoneNum |
| Signature | 2024-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANTERBURY VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ELLEN BOVE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 SCHOOLEYS MOUNTAIN RD | AddressLine1Txt |
| City | HACKETTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,139,707 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO CARE FOR, SHELTER, PROTECT, AND PROVIDE A HOME FOR THOSE SENIORS REQUIRING ASSISTANCE. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,234,484 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,487 | CYProgramServiceRevenueAmt |
| PY Investment Income | $274,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,953,615 | CYInvestmentIncomeAmt |
| PY Other Revenue | $210,369 | PYOtherRevenueAmt |
| CY Other Revenue | $98,770 | CYOtherRevenueAmt |
| PY Total Revenue | $1,722,501 | PYTotalRevenueAmt |
| CY Total Revenue | $2,060,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,360,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $64,472 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,332,366 | PYOtherExpensesAmt |
| CY Other Expenses | $144,567 | CYOtherExpensesAmt |
| PY Total Expenses | $2,693,202 | PYTotalExpensesAmt |
| CY Total Expenses | $209,039 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$970,701 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,851,833 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,272,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,936 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,330,593 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,285 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,058,182 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$6,349 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HOUSING AND HEALTH SERVICES FOR OLDER ADULTS IN A SPECIAL AND WELL-DESIGNED ENVIRONMENT TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS WHILE CONTRIBUTING TO HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $186,760 | ExpenseAmt |
| Revenue | $8,487 | RevenueAmt |
| Desc | THE HOUSE OF THE HOLY COMFORTER IS A 53-BED ASSISTED LIVING RESIDENCE FOR SENIORS, WHICH IS LICENSED BY THE NEW JERSEY STATE DEPARTMENT OF HEALTH. ACCOMMODATIONS RANGE FROM SEMI-PRIVATE TO DELUXE STUDIO ROOMS. ALL RESIDENTS ENJOY THREE MEALS DAILY, HOUSEKEEPING AND LAUNDRY SERVICES, A 24-HOUR EMERGENCY RESPONSE SYSTEM, HEALTH/WELLNESS SERVICES, PLANNED ENTERTAINMENT, ACTIVITY PROGRAMS, WIRELESS INTERNET, AND TRANSPORTATION SERVICES. THEY MAY ALSO UTILIZE THE MANY COMMON AREAS SUCH AS THE CHAPEL, BEAUTY SALON, GREAT ROOM, LIBRARY, OUTDOOR COURTYARD, ARTS AND CRAFTS ROOM, AND SUN ROOM.DURING THE FISCAL YEAR ENDING JUNE 30, 2024, THE FACILITY SERVED 5 RESIDENTS. THE FACILITY CLOSED ON JULY 17, 2023. | Desc |
| Total Program Service Expenses | $186,760 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY PUCCIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9086845018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 SCHOOLEYS MOUNTAIN ROAD | AddressLine1Txt |
| City | HACKETTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07840 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARY ELLEN BOVE | |||||||
| SECRETARY/TREASURER | 0.25 | 40.25 | Yes (X) | Yes (X) | $0 | $503,631 | $164,003 |
| WILLIAM CARPENTER | |||||||
| CHAIR | 0.25 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL TOMKINS | |||||||
| TRUSTEE | 0.25 | 0.25 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY PUCCIO | |||||||
| CFO | 0.25 | 40.25 | Yes (X) | $0 | $231,426 | $37,815 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $735,057 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,818 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCARTER & ENGLISH LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUR GATEWAY CENTER 100 MULBERRY S | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $174,021 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ROOM & BOARD | 900099 | $7,069 | $7,069 |
| ASSISTED LIVING | 900099 | $1,418 | $1,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,487 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39 | TotalRevenueColumnAmt |
| Exclusion | $39 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,032,411 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,078,835 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,953,576 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,953,576 | TotalRevenueColumnAmt |
| Exclusion | $1,953,576 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SETTLEMENT | 900099 | $71,000 | $71,000 |
| RECOVERY OF PRIOR YEAR EXPENSES | 900099 | $17,921 | $17,921 |
| RECOVERY OF BAD DEBT | 900099 | $9,718 | $9,718 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131 | TotalRevenueColumnAmt |
| Exclusion | $131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $98,770 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,060,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,487 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,052,385 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,371 | TotalAmt |
| Program Services | $44,371 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,034 | TotalAmt |
| Program Services | $11,034 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,067 | TotalAmt |
| Program Services | $9,067 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,465 | TotalAmt |
| Management And General | $19,465 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126 | TotalAmt |
| Management And General | $1,126 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,245 | TotalAmt |
| Program Services | $8,390 | ProgramServicesAmt |
| Management And General | $855 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227 | TotalAmt |
| Program Services | $1,227 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434 | TotalAmt |
| Program Services | $434 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,600 | TotalAmt |
| Program Services | $22,600 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573 | TotalAmt |
| Program Services | $573 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,932 | TotalAmt |
| Program Services | $44,932 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,855 | TotalAmt |
| Program Services | $36,855 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,540 | TotalAmt |
| Program Services | $1,540 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LATE FEES | $3,026 | $3,026 | |
| DUES & LICENSES | $1,663 | $1,663 | |
| BANK FEES | $833 | $833 | |
| FOOD | $459 | $459 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589 | TotalAmt |
| Program Services | $589 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,039 | TotalAmt |
| Program Services | $186,760 | ProgramServicesAmt |
| Management And General | $22,279 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,558 | BOYAmt |
| EOY | $10,685 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,148 | BOYAmt |
| EOY | $5,251 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,367 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,881 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,115,457 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,272,411 | BOYAmt |
| EOY | $15,936 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,717 | BOYAmt |
| EOY | $99 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,888,795 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,081 | BOYAmt |
| EOY | $22,186 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,330,593 | BOYAmt |
| EOY | $22,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,058,182 | BOYAmt |
| EOY | -$6,349 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,058,182 | BOYAmt |
| EOY | -$6,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,272,411 | BOYAmt |
| EOY | $15,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,851,833 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $200,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $363,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,730 | CurrentTaxYearMinus1YearAmt |
| Total | $546,492 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,809,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,219,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,849,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,234,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,487 | CurrentTaxYearAmt |
| Total | $8,121,205 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,814,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,582,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,024,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,237,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,487 | CurrentTaxYearAmt |
| Total | $8,667,697 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,667,697 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39 | CurrentTaxYearAmt |
| Total | $58,605 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39 | CurrentTaxYearAmt |
| Total | $58,605 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,770 | CurrentTaxYearAmt |
| Total | $325,538 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,835,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,604,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,051,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,296 | CurrentTaxYearAmt |
| Total | $9,051,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97340 | PublicSupportPY509Pct |
| Investment Income CY | 0.00650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GUEST MEALS - 2019 AMOUNT: $ 775. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 3,814. 2021 AMOUNT: $ 11,577. 2023 AMOUNT: $ 131. RESIDENT TRANSPORTATION CHARGES - 2019 AMOUNT: $ 213. LOAN FORGIVENESS - 2022 AMOUNT: $ 204,866. SALON SERVICES - 2022 AMOUNT: $ 5,503. SETTLEMENT - 2023 AMOUNT: $ 71,000. RECOVERY OF PRIOR YEAR EXPENSES - 2023 AMOUNT: $ 17,921. RECOVERY OF BAD DEBT - 2023 AMOUNT: $ 9,718. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $22,186 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,186 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY ELLEN BOVE | ||||||||||||||
| SECRETARY/TREASURER | $0 | $335,585 | $0 | $168,046 | $0 | $0 | $0 | $138,244 | $0 | $25,759 | $0 | $667,634 | $0 | $95,000 |
| ANTHONY PUCCIO | ||||||||||||||
| CFO | $0 | $223,926 | $0 | $7,500 | $0 | $0 | $0 | $12,056 | $0 | $25,759 | $0 | $269,241 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION OF THE HEATH ALLIANCE FOR CARE CEO, WHO ALSO SERVES AS THE HOUSE OF THE HOLY COMFORTER'S EXECUTIVE DIRECTOR AND SECRETARY/TREASURER, IS DETERMINED BASED ON A WRITTEN EMPLOYMENT AGREEMENT. THE EXECUTIVE DIRECTOR'S SALARY IS PAID BY A RELATED ORGANIZATION, HEATH VILLAGE. THE EXECUTIVE DIRECTOR'S SALARY MAY BE ADJUSTED ANNUALLY BASED ON THE FOLLOWING: COMPENSATION DATA OBTAINED VIA GUIDESTAR FOR LIKE ORGANIZATIONS IN THE NORTHERN NEW JERSEY AREA, OTHER RELEVANT SALARY SURVEYS THAT MAY BE AVAILABLE FROM OTHER INDEPENDENT INDUSTRY AND PROFESSIONAL ORGANIZATIONS, THE PERCENTAGE INCREASE GIVEN TO HEATH VILLAGE'S MANAGEMENT, HEATH ALLIANCE FOR CARE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE APPROVAL, AND HEATH ALLIANCE FOR CARE BOARD APPROVAL. |
| PART I, LINE 4B | THE CEO HAS A DEFERRED COMPENSATION ARRANGEMENT WITH HEATH VILLAGE, A RELATED ORGANIZATION. HEATH VILLAGE PAID THE CEO $115,000 ON 4/5/24 FOR THE DEFERRED COMPENSATION THAT WAS AWARDED ON 3/25/21. HEATH VILLAGE AWARDED THE CEO $142,994 ON 6/30/24, WHICH WILL BE VESTED ON 6/30/27. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (4 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| HEATH VILLAGE INC | |||||||||
| VEHICLE | 2023-07-27 | $0 | NET BOOK VALUE | 221717575 | 430 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | 501(C)(3) |
| HEATH VILLAGE INC | |||||||||
| EQUIPMENT | 2023-08-14 | $9,891 | NET BOOK VALUE | 221717575 | 430 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | 501(C)(3) |
| HEATH VILLAGE INC | |||||||||
| SHED | 2023-08-14 | $1,101 | NET BOOK VALUE | 221717575 | 430 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | 501(C)(3) |
| BERGEN AVENUE REALTY LLC | |||||||||
| LAND, BUILDING, AND CONTENTS OF BLOCK 88, LOT 26, LOCATED AT 33 MT. PLEASANT AVENUE, WEST ORANGE, NJ | 2023-09-07 | $3,067,842 | NET BOOK VALUE | 10 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 07095 | LIMITED LIABILITY COMPANY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | PERSON(S) INVOLVED: MARY ELLEN BOVE - SECRETARY/TREASURERANTHONY PUCCIO - CFO |
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: MARY ELLEN BOVE, SECRETARY/TREASURER, IS THE CEO OF HEATH VILLAGE, INC. ANTHONY PUCCIO, CFO, IS THE CFO OF HEATH VILLAGE, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING THE FISCAL YEAR ENDING JUNE 30, 2024, THE FACILITY SERVED 5 RESIDENTS. THE FACILITY CLOSED ON JULY 17, 2023. |
| FORM 990, PART VI, SECTION A, LINE 1A | HEATH ALLIANCE FOR CARE EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE SHALL CONSIST OF SEVEN (7) MEMBERS, INCLUDING THE PRESIDENT, VICE-PRESIDENT, SECRETARY, TREASURER, ASSISTANT SECRETARY, ASSISTANT TREASURER, AND IMMEDIATE PAST PRESIDENT. FIVE (5) MEMBERS SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF ALL BUSINESS. THE EXECUTIVE COMMITTEE SHALL MEET TO TRANSACT EMERGENCY BUSINESS BETWEEN BOARD MEETINGS AS IS NECESSARY. THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS AND DUTIES OF THE BOARD EXCEPT IT SHALL NOT HAVE THE POWER TO REMOVE OR ELECT A TRUSTEE OR THE CEO OR TO APPROVE OR DISAPPROVE THE OPERATING OR CAPITAL EXPENSE BUDGETS. HOWEVER, IN TIMES DEEMED BY THEM TO BE OF EMERGENCY, THE EXECUTIVE COMMITTEE MAY APPROVE EXPENDITURES NOT IN THE BUDGETS BUT NOT TO EXCEED SUCH AMOUNTS AS CURRENTLY ESTABLISHED BY THE BOARD. THE SECRETARY OF THE BOARD SHALL KEEP MINUTES OF ALL MEETINGS OF THE EXECUTIVE COMMITTEE AND SEND COPIES OF SAID MINUTES TO ALL BOARD MEMBERS. THE EXECUTIVE COMMITTEE MEETS AT THE CALL OF THE PRESIDENT OR UPON WRITTEN REQUEST OF ANY OTHER TWO MEMBERS THEREOF. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE PARENT CORPORATION OF THE HOUSE OF THE HOLY COMFORTER, HEATH ALLIANCE CARE, PROVIDES BOARD MANAGEMENT OVERSIGHT. HEATH VILLAGE, A RELATED NON-PROFIT, ALSO PROVIDES ACCOUNTING SERVICES. THESE SERVICES ARE PERFORMED BY THE CFO (ANTHONY PUCCIO) AND BUSINESS OFFICE STAFF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER (THE "MEMBER") WHICH SHALL CONSIST OF HEATH ALLIANCE FOR CARE, INC., A NEW JERSEY NOT-FOR-PROFIT CORPORATION, OR ITS SUCCESSOR, AS LONG AS SUCH CORPORATION SHALL QUALIFY AS AN ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3) OR AN ENTITY TO WHICH CONTRIBUTIONS MAY BE DEDUCTIBLE UNDER CODE SECTION 170(C)(2). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER'S BOARD OF TRUSTEES SHALL APPOINT THE TRUSTEES OF THE CORPORATION. UNLESS OTHERWISE PROVIDED BY THE BYLAWS OF THE MEMBER, ANY TRUSTEE POSITION NOT FILLED AT THE MEMBER'S ANNUAL MEETING AND ANY VACANCY, HOWEVER CAUSED, OCCURRING IN THE CORPORATION'S BOARD OF TRUSTEES MAY BE FILLED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE EXECUTIVE COMMITTEE OF THE MEMBER OR THE FULL BOARD OF TRUSTEES OF THE MEMBER. UNLESS OTHERWISE PROVIDED BY THE BYLAWS OF THE MEMBER, ANY TRUSTEE POSITION TO BE FILLED BY REASON OF AN INCREASE IN THE NUMBER OF TRUSTEES SHALL BE FILLED BY THE MEMBER'S BOARD OF TRUSTEES BY ELECTION AT AN ANNUAL MEETING OR AT A SPECIAL MEETING CALLED FOR THAT PURPOSE. THE MEMBER SHALL APPOINT THE CHAIRPERSON. A CHAIRPERSON VACANCY SHALL BE FILLED BY THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | ASIDE FROM APPOINTING TRUSTEES AND THE CHAIRPERSON, HEATH ALLIANCE FOR CARE, AS THE CORPORATE MEMBER, SHALL ALSO DETERMINE BY RESOLUTION THE TERM OF OFFICE EACH NEW TRUSTEE WHO IS APPOINTED TO THE BOARD OF TRUSTEES OF THE HOUSE OF THE HOLY COMFORTER. THE MEMBER MAY ALSO REMOVE ANY OFFICER BY A SIXTY-SIX AND TWO-THIRDS VOTE OF THE MEMBER'S TRUSTEES. ANY CHANGES TO THE CERTIFICATE OF INCORPORATION AND THE BYLAWS ARE SUBJECT TO THE MEMBER'S APPROVAL. IF, FOR ANY REASON, THE BOARD OF TRUSTEES DOES NOT ACT, ITS DUTIES MAY BE PERFORMED BY THE MEMBER'S BOARD OF TRUSTEES OR BY AN APPROPRIATE COMMITTEE OF THE MEMBER, AS DETERMINED BY THE MEMBER'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SENIOR ACCOUNTANT, CFO, AND SECRETARY/TREASURER REVIEW THE FORM 990 THEN THE FINAL FORM IS DISTRIBUTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. THE BOARD OF TRUSTEES THEN APPROVE THE FORM VIA EMAIL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE THE DISCLOSURE OF POSSIBLE CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR DISTRIBUTING, COLLECTING AND REVIEWING ALL DISCLOSURE STATEMENTS ON AN ANNUAL BASIS. BOARD MEMBERS ARE REQUIRED TO REFRAIN FROM DISCUSSING, AS WELL AS VOTING ON, SUCH MATTERS IN WHICH A CONFLICT OF INTEREST EXISTS. IN SOME INSTANCES, THE INDIVIDUAL HAS BEEN RESPECTFULLY ASKED TO RESIGN FROM THEIR POSITION ON THE BOARD AS A RESULT OF A DISCLOSED CONFLICT. IN INSTANCES WHERE A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD OF TRUSTEES MUST DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES PRESENT, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND THAT THE ORGANIZATION CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS. THE CEO ALSO REVIEWS THE COMPLETED FORMS AND RETAINS A FILE OF COMPLETED FORMS AFTER THE PROCESS OF COLLECTING AND REVIEWING THEM IS COMPLETED EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEATH ALLIANCE FOR CARE BOARD OF TRUSTEES EMPLOYS A CHIEF EXECUTIVE OFFICER WHO IS RESPONSIBLE FOR THE MANAGEMENT AND OPERATION OF ALL AFFILIATES, INCLUDING THIS ENTITY, AND HE IS COMPENSATED BY ANOTHER AFFILIATE. THE CEO'S COMPENSATION IS DETERMINED AS FOLLOWS PER AN EXECUTED EMPLOYMENT AGREEMENT: EMPLOYEE'S BASE SALARY IN EACH SUBSEQUENT YEAR OF THE PERIOD OF EMPLOYMENT SHALL BE REASONABLY ADJUSTED AND THE REASONABILITY OF SUCH ADJUSTMENT SHALL BE MADE BASED UPON THE ALLIANCE BOARD'S EVALUATION OF THE EMPLOYEE'S PERFORMANCE TOGETHER WITH REFERENCE COMPENSATION DATA OBTAINED VIA GUIDESTAR FOR LIKE ORGANIZATIONS IN THE NORTHERN NEW JERSEY AREA, AND SUCH OTHER RELEVANT SALARY SURVEYS THAT MAY BE AVAILABLE FROM TIME TO TIME FROM OTHER INDEPENDENT INDUSTRY AND PROFESSIONAL ORGANIZATIONS. UPON CONSIDERATION OF RELEVANT SALARY DATA OF EMPLOYEES PERFORMING SERVICES COMMENSURATE WITH THOSE PERFORMED BY EMPLOYEE AND THE PERCENTAGE INCREASE GIVEN TO VILLAGE MANAGEMENT, THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE, OR ANY SUCCESSOR COMMITTEE (THE "COMMITTEE") OF THE ALLIANCE BOARD, IN ITS SOLE DISCRETION, SUBJECT TO APPROVAL BY THE ALLIANCE BOARD, MAY ADJUST SUCH BASE SALARY INCREASES. IN ADDITION, HIS INCENTIVE BONUS IS ALSO COMPARED IN THE SAME MANNER. THE DIRECTOR OF HUMAN RESOURCES PROVIDES THE BOARD WITH INFORMATION FOR SIMILAR FACILITIES FROM GUIDESTAR. THIS WAS LAST PROVIDED TO THE BOARD ON 6/7/24 FOR THE CEO'S LAST ANNUAL REVIEW COMPLETED AT A BOARD MEETING ON 7/9/24. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM AFFILIATE 200,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HEATH VILLAGE INC | |||||||||||
| 430 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | 221717575 | CONTINUING CARE RETIREMENT COMMUNITY | NJ | 501(C)(3) | LINE 10 | HEATH ALLIANCE FOR CARE INC | 0 | |
| HEATH ALLIANCE FOR CARE INC | |||||||||||
| 422 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | 223395211 | SUPPORTING ORGANIZATION | NJ | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |