2023-05-12T13:16:50-05:00 2022-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2021-07-01 061204033 WHOLE LIFE INC WHOL 8608866900 216 BROAD STREET NEW LONDON CT 06320 MARIA DELGRECO CFO 8608866900 2023-05-05 1 MARIA DELGRECO 999009999 PAUL BALLASY P00852868 9592007000 2023-04-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARIA DELGRECO 216 BROAD STREET NEW LONDON CT 06320 27111006 0 X WHOLELIFEINC.ORG X 1987 CT THE ORGANIZATION WAS ESTABLISHED TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS, INCLUDING COMMUNITY LIVING ARRANGEMENTS. THE ORGANIZATION ALSO OPERATES A DAY PROGRAM WHEREBY INDIVIDUALS WITH CERTAIN DISABILITIES CAN BECOME PRODUCTIVE MEMBERS OF SOCIETY. 4 2 625 2 58825 0 8298 2142153 25593186 24886787 6856 1891 147768 80175 25756108 27111006 0 0 0 0 19667960 20370730 0 0 0 6072137 6806124 25740097 27176854 16011 -65848 13479158 12304417 11102687 9993794 2376471 2310623 WHOLE LIFE, INC. PROVIDES COMMUNITY SUPPORT TO INDIVIDUALS WITH DISABILITIES IN AN ENVIRONMENT THAT FOSTERS EMPOWERMENT, CHOICE, RESPONSIBIILTY AND CONTROL. 0 0 21051255 20342043 COMMUNITY LIVING ARRANGEMENTS (CLA) ARE LICENSED HOMES THAT PROVIDE SUPPORT TO APPROXIMATELY 125 INDIVIDUALS. WE OFFER 30 CLA HOMES THAT INCLUDE SERVICES DESIGNED TO ADDRESS AN INDIVIDUAL'S MEDICAL, PSYCHIATRIC AND BEHAVIORAL CHALLENGES. EACH PERSON WHO LIVES IN A CLA IS A PART OF AN INTERDISCIPLINARY TEAM THAT MEETS REGULARLY TO IDENTIFY AND DISCUSS HOW TO MEET ALL OF THE PARTICIPANTS' WISHES, GOALS AND CHALLENGES INTERMEDIATE CARE FACILITY (ICF) ARE HOMES THAT PROVIDE HEALTH RELATED CARE AND SERVICES TO INDIVIDUALS WHO DO NOT REQUIRE THE DEGREE OF CARE THAT SKILLED NURSING FACILITIES PROVIDE. WE OFFER 2 ICF HOMES FOR 8 INDIVIDUALS. IN HOME SUPPORT (IHS) ARE PROFESSIONAL SUPPORT SERVICES THAT WE PROVIDE TO INDIVIDUALS IN A PERSON'S HOME. WE ARE CURRENTLY SUPPORTING 9 INDIVIDUALS. 3731701 4566094 DAY SUPPORT OPTIONS EMPHASIZES A COMMUNITY EXPERIENCE AND PARTICIPATION AS A VEHICLE FOR PERSONAL INDEPENDENCE. APPROXIMATELY 134 INDIVIDUALS CAN CHOOSE TO PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ACTIVITIES AND EVENTS. OPPORTUNITIES RANGE FROM SOCIAL AND RECREATIONAL ACTIVITIES TO WORKING IN THE COMMUNITY. PERSONS WITH BEHAVIORAL CHALLENGES OFTEN HAVE REWARDING AND SUCCESSFUL EXPERIENCES IN THIS PROGRAM. 24782956 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 625 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X MARIA DELGRECO CFO 8608866900 216 BROAD STREET NEW LONDON CT 06320 EDDIE THERIL JARMAN BOARD MEMBER 1.00 42.00 X 0 338878 9129 ERICH AUDRETSCH BOARD PRESIDENT 20.00 47.00 X X 102038 488853 20344 JACK MALONE BOARD SECRETARY 1.00 X X 0 0 0 RICHARD ALLEN BOARD MEMBER 1.00 X 0 0 0 MARIA DELGRECO FINANCE DIRECTOR 40.00 X 109426 0 64082 SHEILA CORDOCK EXECUTIVE DIRECTOR 40.00 X 141706 0 38121 LAWRENCE WYLAND OPERATIONS DIRECTOR 40.00 X 108694 0 8564 TIFFANY VERGASON ASSISTANT EXECUTIVE DIRECTOR 40.00 X 116718 0 31747 LARRY HAYDEN DIRECT CARE SUPPORT 40.00 X 104137 0 21923 MIMI SISCO HR DIRECTOR 40.00 X 110149 0 77644 792868 827731 271554 7 0 1 0 PJW NURSING CONSULTANTS LLC 28 CUMBERLAND RD WEST HARTFORD CT 06119 NURSING SERVICES 823097 THE WALKER GROUP 20 WATERSIDE DR FARMINGTON CT 06032 COMPUTER SERVICES 192478 DELTA T GROUP HARTFORD 101 CENTERPOINT DRIVE MIDDLETOWN CT 06457 LEASING EMPLOYEES 140601 RYAN PAINTING 14 SLEEPY HOLLOW PENTWAY GALES FERRY CT 06335 MAINTENANCE 120272 4 2141886 267 2142153 RESIDENTIAL SERVICES 624100 21535715 21535715 DAY PROGRAM SERVICES 624100 2776133 2776133 OTHER PROGRAM SERVICES 624100 574939 574939 24886787 1851 1851 40 0 40 40 40 FINANCIAL/BOOKKEEPING SERVICES 541200 58825 58825 21350 21350 80175 27111006 24908137 58825 1891 427203 427203 15873085 15140296 732789 1075524 1039255 36269 1729496 1657888 71608 1265422 1180942 84480 82352 82352 101610 101610 1905293 1505142 400151 749973 655745 94228 890964 841116 49848 639971 628020 11951 231010 192876 38134 443955 400677 43278 159229 105634 53595 REPAIRS & MAINTENANCE 1032181 980713 51468 FOOD SUPPLIES 381904 381904 TRAINING 72748 72748 ACCOUNTING CONTRACTED W 44719 44719 70215 70215 27176854 24782956 2393898 0 298949 218343 3198198 2429558 1606104 1492184 546674 544796 60146 63282 15501773 8106610 7642443 7395163 126644 161091 13479158 12304417 3027110 3222219 1542522 498447 3892999 3665410 2640056 2607718 11102687 9993794 X 2338818 2272731 37653 37892 2376471 2310623 13479158 12304417 -65848 0 X 0 1 X 1 0 X 1516 1470 1784 8298 2142153 2155221 18968139 22838753 25593649 25593186 24886787 117880514 18969655 22840223 25595433 25601484 27028940 120035735 0 0 0 120035735 1364 978 1625 2406 1851 8224 1364 978 1625 2406 1851 8224 82500 58485 57933 58825 257743 89835 21350 111185 18971019 22923701 25655543 25751658 27110966 120412887 0.99690 0.99660 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 89,835. 2021 AMOUNT: $ 21,350. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1660192 1660192 9872220 4630336 5241884 2739031 2309097 429934 282308 267398 14910 948022 899779 48243 7395163 CAPITAL LEASE 1516646 OPERATIONAL ADVANCE 995295 DEFERRED COMPENSATION 95777 2607718 X 27066287 -44719 -44719 27111006 0 27111006 27132135 0 27132135 44719 44719 27176854 PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2022 AND 2021. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED, AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: UBIT EXPENSES NETTED AGAINST REVENUE -44,719. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: UBI EXPENSES NETTED AGAINST REVENUE FOR F/S PURPOSES 44,719. X X X 0 0 0 0 0 0 0 1 0 ERICH AUDRETSCH BOARD PRESIDENT 82938 488853 18674 0 426 0 8579 0 0 11765 110617 500618 0 0 EDDIE THERIL JARMAN BOARD MEMBER 0 338878 0 0 0 0 0 0 0 9129 0 348007 0 0 MIMI SISCO HR DIRECTOR 93111 0 16875 0 163 0 8462 0 69182 0 187793 0 0 0 SHEILA CORDOCK EXECUTIVE DIRECTOR 117960 0 23350 0 396 0 12497 0 25624 0 179827 0 0 0 MARIA DELGRECO FINANCE DIRECTOR 89639 0 19685 0 102 0 8993 0 55089 0 173508 0 0 0 PART I, LINE 7 OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVED A BOARD APPROVED BONUS IN THEIR 2021 W2. FORM 990, PART VI, SECTION A, LINE 6 REVISIONS CONSULTING GROUP IS THE SOLE MEMBER OF WHOLE LIFE, INC. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS OF REVISIONS CONSULTING GROUP APPOINT THE DIRECTORS OF WHOLE LIFE, INC. FORM 990, PART VI, SECTION A, LINE 7B REVISIONS CONSULTING GROUP HAS THE RIGHTS, POWERS AND RESPONSIBILIES AS ARE ACCORDED TO MEMBERS UNDER THE CONNECTICUT REVISED NONSTOCK CORPORATION ACT, AND WHOLE LIFE, INC. CERTIFICATE OF INCORPORATION AND BYLAWS FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION A COMPLETE COPY OF THE 990 AND ALL SCHEDULES IS SENT TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES COMPLETE A WRITTEN CONFLICT OF INTEREST STATEMENT EACH YEAR. THESE STATEMENTS ARE REVISED BY THE COMPLIANCE OFFICER. IN ADDITION THE CODE OF CONDUCT IS REVIEWED WITH THE BOARD AND KEY EMPLOYEES ANNUALLY. BOARD MEMBERS AND KEY EMPLOYEES SELF-REPORT CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. ALL OTHER RATES ARE APPROVED BY THE EXECUTIVE DIRECTOR. WAGES ARE COMPARED TO MARKET RATES AND WAGE SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 WHOLE LIFE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. EMPLOYMENT RESOURCES INC 6202 S LEWIS AVE SUITE D TULSA OK 74136 731330787 HUMAN SERVICES OK 501(C)(3) LINE 10 REVISIONS CONSULTING GROUP INC 0 INDEPENDENT OPPORTUNITIES OF OKLAHOMA INC 6202 S LEWIS AVE SUITE P TULSA OK 74136 742547238 HUMAN SERVICES OK 501(C)(3) LINE 10 REVISIONS CONSULTING GROUP INC 0 REVISIONS CONSULTING GROUP 216 BROAD STREET NEW LONDON CT 06320 061351666 SUPPORTING ORGANIZATION CT 501(C)(3) LINE 12A, I N/A 0 SUPPORT SOLUTIONS INC 99 DANVILLE CORNER ROAD AUBURN ME 04210 043380285 HUMAN SERVICES ME 501(C)(3) LINE 10 REVISIONS CONSULTING GROUP INC 0 LIFE CENTER 19575 VICTOR PARKWAY SUITE 230 LIVONIA MI 48152 382418870 HUMAN SERVICES MI 501(C)(3) LINE 10 REVISIONS CONSULTING GROUP INC 0 CSN FINANCIAL INC 6202 S LEWIS AVE L TULSA OK 74136 FINANCIAL AND ACCOUNTING SERVICES CT REVISIONS CONSULTING GROUP C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0