DUNCASTER INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DUNCASTER INCORPORATED (EIN 06-1051218)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202303159349301700
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-11T09:28:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061051218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCASTER INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNC | BusinessNameControlTxt |
| Phone | 8603805011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LOEFFLER ROAD | AddressLine1Txt |
| City | BLOOMFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY PAPA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8603805011 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | PAPA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLY PAPA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LOEFFLER ROAD | AddressLine1Txt |
| City | BLOOMFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,031,212 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DUNCASTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | ENRICH THE LIVES THROUGH EXCELLENCE IN SENIOR LIVING AND LIFE ENHANCEMENT ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 372 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,297,810 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,392,334 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,894,732 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,475,003 | CYProgramServiceRevenueAmt |
| PY Investment Income | $768,078 | PYInvestmentIncomeAmt |
| CY Investment Income | $275,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,516,226 | PYOtherRevenueAmt |
| CY Other Revenue | $1,852,142 | CYOtherRevenueAmt |
| PY Total Revenue | $31,476,846 | PYTotalRevenueAmt |
| CY Total Revenue | $30,994,970 | 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 | $15,708,852 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,921,272 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,140 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,790,373 | PYOtherExpensesAmt |
| CY Other Expenses | $14,975,292 | CYOtherExpensesAmt |
| PY Total Expenses | $30,499,225 | PYTotalExpensesAmt |
| CY Total Expenses | $30,896,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $977,621 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $98,406 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,918,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,542,131 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,921,887 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,108,543 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,996,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,433,588 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DUNCASTER'S MISSION IS TO ENRICH THE LIVES OF THOSE WE SERVE THROUGH EXCELLENCE IN SENIOR LIVING, LIFE ENHANCEMENT ACTIVITIES, AND PERSON-CENTERED CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,915,770 | ExpenseAmt |
| Revenue | $28,565,826 | RevenueAmt |
| Desc | DUNCASTER IS AN AWARD-WINNING CONTINUING CARE RETIREMENT COMMUNITY WHOSE MISSION IS TO OFFER A HIGH QUALITY INDEPENDENT LIFESTYLE TO SENIOR ADULTS THROUGH INNOVATIVE HOUSING, WIDE-RANGING SERVICES, WELLNESS PROGRAMS AND COMPASSIONATE HEALTH CARE. ESTABLISHED IN 1984 AS THE FIRST NOT-FOR-PROFIT LIFE PLAN COMMUNITY IN THE GREATER HARTFORD AREA. DUNCASTER OFFERS INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING, MEMORY CARE, LONG-TERM CARE, EDUCATION, WELLNESS AND REHABILITATION SERVICES ON DUNCASTER'S BEAUTIFULLY LANDSCAPED SINGLE-SITE 94-ACRE CAMPUS.DUNCASTER HAS PLEDGED TO PROVIDE EQUAL ACCESS AND OPPORTUNITY TO ALL SENIOR ADULTS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, FAMILIAL STATUS, DISABILITY OR NATIONAL ORIGIN.DUNCASTER INDEPENDENT LIVING PROVIDES SUPPORT AND AMENITIES FOR SENIORS WHO NO LONGER WANT TO LIVE ALONE OR BE RESPONSIBLE FOR HOME MAINTENANCE. DUNCASTER RESIDENTS ENJOY EXCEPTIONAL SOCIAL ACTIVITIES INCLUDING 40 DIFFERENT CLUBS AND GROUPS, EDUCATIONAL, ART AND CULTURAL PROGRAMS, CASUAL AND FINE DINING, ACTIVE FITNESS ACTIVITIES, WELLNESS ACTIVITIES, HOUSEKEEPING AND TRANSPORTATION.AT DUNCASTER, RESIDENTS HAVE ACCESS TO COMPREHENSIVE ON-SITE PRIMARY CARE PROVIDED BY BOARD-CERTIFIED GERIATRICIANS AND GERIATRIC NURSE PRACTITIONERS AFFILIATED WITH HARTFORD HEALTH CARE MEDICAL GROUP. REGARDLESS OF WHETHER A RESIDENT IS PART OF HARTFORD HEALTH CARE MEDICAL GROUP, THEY ARE ELIGIBLE TO BE SEEN AND HAVE A REASONABLE AMOUNT OF PRIORITY AT THE CLINIC. RESIDENTS MAY SELECT ONE OF THE GERIATRICIANS AS THEIR PRIMARY CARE PHYSICIAN IF THEY WISH TO HAVE THE CONVENIENCE OF HAVING THEIR DOCTOR ON CAMPUS.ASSISTED LIVING AT DUNCASTER IS LICENSED AND OFFERS A REGISTERED NURSE ON DUTY 24 HOURS A DAY. ASSISTED LIVING RESIDENTS RECEIVE PERSONALIZED ATTENTION WITH THEIR DAILY ACTIVITIES, INCLUDING DRESSING, PERSONAL HYGIENE, ASSISTANCE WITH MEDICATION AND PERSONAL CARE. RESIDENTS KEEP ACTIVE WITH ACCESS TO WELLNESS AND RECREATIONAL ACTIVITIES, DINING AND TRANSPORTATION.DUNCASTER'S CALEB HITCHCOCK HEALTH CENTER IS A 60-BED SKILLED NURSING CENTER LOCATED ON THE DUNCASTER CAMPUS. IT OFFERS SHORT- AND LONG-TERM REHABILITATION SERVICES, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, RESPITE AND HOSPICE CARE, MEMORY CARE AND A FULL ARRAY OF SKILLED NURSING SERVICES DELIVERED IN A COMFORTABLE, SAFE ENVIRONMENT FEATURING SPACIOUS PRIVATE ROOMS WITH SHOWERS, GENEROUS CLOSET SPACE, NATURAL LIGHTING AND FLOO-TO-CEILING WINDOWS. SERVICES ARE AVAILABLE TO RESIDENTS OF DUNCASTER AND TO MEMBERS OF THE COMMUNITY AT LARGE.DUNCASTER'S DOGWOOD NEIGHBORHOOD PROVIDES A SECURE ENVIRONMENT WITH PERSONALIZED CARE FOR INDIVIDUALS LIVING WITH ALZHEIMER'S AND OTHER DEMENTIA CONDITIONS. WE PROMOTE COMFORT AND ENGAGEMENT. MEMORY CARE IS AVAILABLE TO THOSE WHO REQUIRE IT. | Desc |
| Total Program Service Expenses | $22,915,770 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 372 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN HAMILTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8603805125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LOEFFLER ROAD | AddressLine1Txt |
| City | BLOOMFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN D SHULANSKY | |||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN WHEAT | |||||||||
| 1ST VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHILIP SCHENCK | |||||||||
| 2ND VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARIE SPIVEY | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WOOD | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN CLEMOW | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE RENEE DAVIS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRMGARD KLEE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OKEY AGBA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LENWORTH JACOBS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH KOLTENUK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK KNAUFT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL GUARDO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK BARRETT | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY DEAN | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL BARRY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN ALLER THRU 092022 | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NOREEN SHUGRUE THRU 052022 | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FISHER THRU 052022 | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY PAPA | |||||||||
| PRESIDENT & CEO | 38.50 | 2.00 | Yes (X) | $211,721 | $0 | $26,245 | |||
| AMI DESAI | |||||||||
| VICE PRESIDENT OF HEALTH SERVICES | 40.00 | 0.00 | $186,759 | $0 | $25,452 | Yes (X) | |||
| LISA GREENE | |||||||||
| VICE PRESIDENT OF SALES & MARKETING | 40.00 | 0.00 | $137,929 | $0 | $2,101 | Yes (X) | |||
| ELIZABETH ANDERSON | |||||||||
| VICE PRESIDENT OF FINANCE | 40.00 | 0.00 | $138,383 | $0 | $8,437 | Yes (X) | |||
| JOSEPH TEDONE | |||||||||
| VICE PRESIDENT OF HUMAN RESOURCES | 40.00 | 0.00 | $135,772 | $0 | $16,982 | Yes (X) | |||
| MICHAEL O'BREIN | |||||||||
| FORMER PRESIDENT & CEO | 40.00 | 0.00 | $144,783 | $0 | $2,511 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $955,347 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,728 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEW LOOK PAINTING AND CONSTRUCTION | |||||
| 39 NEW LONDON TURNPIKE SUITE 130 | GLASTONBURY | CT | 06033 | PAINTING SERVICES | $1,330,217 |
| JP CARROLL CONSTRUCTION INC | |||||
| 135 W DUDLEY TOWN RD | BLOOMFIELD | CT | 06002 | CONSTRUCTION SERVICES | $1,298,163 |
| GUN CONSTRUCTION LLC | |||||
| 501 HALFWAY HOUSE RD | WINDSOR LOCKS | CT | 06096 | CONSTRUCTION SERVICES | $749,198 |
| SYMBRIA REHAB | |||||
| 28100 TORCH PARKWAY SUITE 600 | WARRENVILLE | IL | 60555 | REHABILITATION SERVICES | $578,412 |
| EAGLE RIDGE CONSTRUCTION LLC | |||||
| 27 HINCKLEY STREET | MYSTIC | CT | 06355 | CONSTRUCTION SERVICES | $514,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $70,419 | FundraisingAmt |
| Related Organizations | $691,098 | RelatedOrganizationsAmt |
| Government Grants | $558,499 | GovernmentGrantsAmt |
| All Other Contributions | $72,318 | AllOtherContributionsAmt |
| Total Contributions | $1,392,334 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEE REVENUE | 623311 | $12,006,130 | $12,006,130 |
| HEALTH CENTER PATIENT REVENUE | 623311 | $7,760,554 | $7,760,554 |
| AMORTIZATION OF ENTRANCE FEES | 623311 | $4,349,906 | $4,349,906 |
| ASSISTED LIVING REVENUE | 623311 | $3,358,413 | $3,358,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,475,003 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $275,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $275,491 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,097 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $70,419 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,242 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,855 | TotalRevenueColumnAmt |
| Exclusion | $15,855 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| REAL ESTATE TAX CREDIT | 623311 | $1,020,955 | $1,020,955 | |
| OTHER INCOME | 623311 | $815,332 | $815,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,836,287 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,994,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,565,826 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,036,810 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,966 | TotalAmt |
| Management And General | $237,966 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,507,004 | TotalAmt |
| Program Services | $10,253,018 | ProgramServicesAmt |
| Management And General | $1,200,873 | ManagementAndGeneralAmt |
| Fundraising | $53,113 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,795 | TotalAmt |
| Program Services | $394,625 | ProgramServicesAmt |
| Management And General | $42,954 | ManagementAndGeneralAmt |
| Fundraising | $216 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,767,762 | TotalAmt |
| Program Services | $2,684,525 | ProgramServicesAmt |
| Management And General | $74,826 | ManagementAndGeneralAmt |
| Fundraising | $8,411 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,745 | TotalAmt |
| Program Services | $849,330 | ProgramServicesAmt |
| Management And General | $117,015 | ManagementAndGeneralAmt |
| Fundraising | $4,400 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,307 | TotalAmt |
| Management And General | $798,307 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,797 | TotalAmt |
| Program Services | $601,659 | ProgramServicesAmt |
| Management And General | $328,138 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,785,001 | TotalAmt |
| Program Services | $2,785,001 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,357 | TotalAmt |
| Management And General | $904,357 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,949,723 | TotalAmt |
| Management And General | $3,949,723 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,744 | TotalAmt |
| Program Services | $354,744 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL & ANCILLARY COS | $3,323,785 | $3,323,785 | |
| FOOD AND BEVERAGES | $1,647,046 | $1,647,046 | |
| OTHER | $248,484 | $248,484 | |
| TRANSPORTATION COSTS | $22,037 | $22,037 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,011 | TotalAmt |
| Management And General | $12,011 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,896,564 | TotalAmt |
| Program Services | $22,915,770 | ProgramServicesAmt |
| Management And General | $7,914,654 | ManagementAndGeneralAmt |
| Fundraising | $66,140 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,729 | BOYAmt |
| EOY | $332,340 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,959 | BOYAmt |
| EOY | $203,397 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,607,247 | BOYAmt |
| EOY | $1,719,036 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,935 | BOYAmt |
| EOY | $338,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $130,163,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,048,783 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,483,992 | BOYAmt |
| EOY | $53,114,908 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,173,749 | BOYAmt |
| EOY | $12,380,981 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,956,701 | BOYAmt |
| EOY | $5,453,142 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,918,312 | BOYAmt |
| EOY | $73,542,131 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,673,133 | BOYAmt |
| EOY | $7,925,025 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,402,503 | BOYAmt |
| EOY | $37,524,973 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,926,000 | BOYAmt |
| EOY | $21,929,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,904 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,251 | BOYAmt |
| EOY | $706,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,921,887 | BOYAmt |
| EOY | $68,108,543 | 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 | $6,996,425 | BOYAmt |
| EOY | $5,433,588 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,996,425 | BOYAmt |
| EOY | $5,433,588 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,918,312 | BOYAmt |
| EOY | $73,542,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $98,406 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,990,157 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,328,914 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $546,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $695,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,886,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,297,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,392,334 | CurrentTaxYearAmt |
| Total | $5,818,366 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,224,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,285,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,451,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,894,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,475,003 | CurrentTaxYearAmt |
| Total | $133,331,455 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,771,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,980,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,337,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,192,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,867,337 | CurrentTaxYearAmt |
| Total | $139,149,821 | 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 | $139,149,821 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $268,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,347,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,491 | CurrentTaxYearAmt |
| Total | $3,900,419 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $268,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,347,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,491 | CurrentTaxYearAmt |
| Total | $3,900,419 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,516,226 | CurrentTaxYearMinus1YearAmt |
| Total | $2,516,226 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,039,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,221,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,685,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,476,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,142,828 | CurrentTaxYearAmt |
| Total | $145,566,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95100 | PublicSupportPY509Pct |
| Investment Income CY | 0.02680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03150 | 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 | OTHER REVENUE - 2021 AMOUNT: $ 2,516,226. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,600,937 | BeginningYearBalanceAmt |
| Contributions | $721,082 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,168,661 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $691,098 | GrantsOrScholarshipsAmt |
| Other Expenditures | $70,444 | OtherExpendituresAmt |
| Administrative Expenses | $554,268 | AdministrativeExpensesAmt |
| End Year Balance | $16,837,548 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,684,013 | BeginningYearBalanceAmt |
| Contributions | $775,263 | ContributionsAmt |
| Investment Earnings Or Losses | $2,677,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $634,674 | GrantsOrScholarshipsAmt |
| Other Expenditures | $552,665 | OtherExpendituresAmt |
| Administrative Expenses | $4,348,493 | AdministrativeExpensesAmt |
| End Year Balance | $21,600,937 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,429,612 | BeginningYearBalanceAmt |
| Contributions | $387,133 | ContributionsAmt |
| Investment Earnings Or Losses | $2,804,520 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $632,670 | GrantsOrScholarshipsAmt |
| Other Expenditures | $262,855 | OtherExpendituresAmt |
| Administrative Expenses | $41,727 | AdministrativeExpensesAmt |
| End Year Balance | $23,684,013 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,280,691 | BeginningYearBalanceAmt |
| Contributions | $1,683,064 | ContributionsAmt |
| Investment Earnings Or Losses | $3,322,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $352,771 | GrantsOrScholarshipsAmt |
| Other Expenditures | $465,857 | OtherExpendituresAmt |
| Administrative Expenses | $38,350 | AdministrativeExpensesAmt |
| End Year Balance | $21,429,612 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,563,468 | BeginningYearBalanceAmt |
| Contributions | $597,815 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,125,029 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $326,148 | GrantsOrScholarshipsAmt |
| Other Expenditures | $397,111 | OtherExpendituresAmt |
| Administrative Expenses | $32,304 | AdministrativeExpensesAmt |
| End Year Balance | $17,280,691 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,429,132 | OtherCostOrOtherBasisAmt |
| Book Value | $5,429,132 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,043,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,053,286 | DepreciationAmt |
| Book Value | $23,990,458 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,893,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,793,445 | DepreciationAmt |
| Book Value | $20,100,322 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,593,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,920,224 | DepreciationAmt |
| Book Value | $1,673,524 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,203,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $281,828 | DepreciationAmt |
| Book Value | $1,921,472 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,114,908 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS WHOSE USE IS LIMITED | $4,266,238 |
| RISK RETENTION GROUP SAVINGS ACCT | $71,600 |
| INTEREST RATE SWAP OBLIGATION | $1,115,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,453,142 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED GAIN ON SALE OF ASSET | Desc |
| Amt | $706,641 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $706,641 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | TO BENEFIT, ASSIST AND FURTHER THE CORPORATE PURPOSES OF DUNCASTER, INC., A NONPROFIT NONSTOCK CONNECTICUT CORPORATION EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE IRS CODE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $122,516 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,419 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,097 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $26,283 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $9,959 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $122,516 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,419 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,097 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,283 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,959 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,242 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,855 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLY PAPA | ||||||||||||||
| PRESIDENT & CEO | $211,721 | $0 | $0 | $0 | $0 | $0 | $4,615 | $0 | $21,630 | $0 | $237,966 | $0 | $0 | $0 |
| AMI DESAI | ||||||||||||||
| VICE PRESIDENT OF HEALTH SERVICES | $186,759 | $0 | $0 | $0 | $0 | $0 | $4,312 | $0 | $21,140 | $0 | $212,211 | $0 | $0 | $0 |
| JOSEPH TEDONE | ||||||||||||||
| VICE PRESIDENT OF HUMAN RESOURCES | $135,772 | $0 | $0 | $0 | $0 | $0 | $362 | $0 | $16,620 | $0 | $152,754 | $0 | $0 | $0 |
| MICHAEL O'BREIN | ||||||||||||||
| FORMER PRESIDENT & CEO | $144,783 | $0 | $0 | $0 | $0 | $0 | $2,511 | $0 | $0 | $0 | $147,294 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | ELIZABETH ANDERSON- SEVERANCE- $65,000 MICHAEL O'BRIEN- SEVERANCE- $155,556 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CHEFA CUSIP 20774YTN7 | |||||||
| A | 20774YTP2 | 2014-09-24 | $12,000,000 | CONSTRUCTION OF EXPENSION | 0 | 0 | 0 |
| CHEFA | |||||||
| B | 2020-12-16 | $12,270,000 | REFINANCING AND RENOVATION | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,000,000 | $645,919 | $926,000 | 2014 | 0 | 0 | 0 | Yes (1) | |||
| B | $12,270,000 | $453,594 | 2020 | 0 | 0 | 0 | Yes (1) | $10,361,000 | $2,969,539 | $3,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JAMES BETTS | |||
| SEE BELOW | $48,054 | SEE BELOW | 0 |
| BRIAN CLEMOW | |||
| SEE BELOW | $48,054 | SEE BELOW | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV, LINE 2: | JAMES BETTS IS A FORMER MEMBER OF THE BOARD OF DIRECTORS OF OUR RELATED ORGANIZATION. HE WORKS FOR THE LAW FIRM SHIPMAN & GOODWIN WHICH IS ONE OF OUR LEGAL COUNSELS, ALTHOUGH HE DOES NOT ACT AS OUR ATTORNEY. |
| SCHEDULE L, PART IV, LINE 3: | BRIAN CLEMOW IS A CURRENT MEMBER OF THE BOARD OF DIRECTORS AND THE BOARD OF OUR RELATED ORGANIZATION. HE WORKS FOR THE LAW FIRM SHIPMAN & GOODMAN WHICH IS ONE OF OUR LEGAL COUNSELS, ALTHOUGH HE DOES NOT ACT AS OUR ATTORNEY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | RETURN COMPLETED BY INDEPENDENT AUDITOR AND REVIEWED BY THE AUDIT COMMITTEE AND BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE CONFLICT OF INTEREST POLICY. EACH PERSON IS REQUIRED TO PROVIDE AN ANNUAL DISCLOSURE STATEMENT AT THE BEGINNING OF EACH CALENDAR YEAR, AND WITHIN THIRTY (30) DAYS FOLLOWING THEIR ELECTION TO THEIR BOARD OF DIRECTORS. ANY CONFLICTS ARE DISCLOSED, REVIEWED AND RESOLVED BY THE CHIEF OPERATING OFFICER/CORPORATE COMPLIANCE OFFICER. THIS WAS LAST COMPLETED IN JANUARY 2023. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE TOTAL AMOUNT OF COMPENSATION INCREASE FOR SENIOR EXECUTIVES IS REVIEWED AND APPROVED BY THE BOARD PERSONNEL & COMPENSATION COMMITTEE USING THE CEO'S RECOMMENDATIONS BASED ON SEVERAL FACTORS INCLUDING THE COMPETITIVE ANALYSIS OF THE EXTERNAL LABOR MARKET, CORPORATE AND INDIVIDUAL PERFORMANCE, ECONOMIC CONDITIONS, AND EXPERIENCE OR TENURE OF THE EXECUTIVES AS A GUIDING PRINCIPLES IN THE PAY SETTING AND ADJUSTMENT PROCESS. THIS WAS LAST COMPLETED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | CHANGE IN SWAP INTEREST 1,328,914. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCASTER FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 LOEFFLER ROAD | AddressLine1Txt |
| City | BLOOMFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061406263 | EIN |
| Primary Activities | SUPPORT MISSION OF DUNCASTER, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DUNCASTER FOUNDATION INC | ||
| C | $691,098 | |
| DUNCASTER FOUNDATION INC | ||
| O | $93,038 | FMV |
| DUNCASTER FOUNDATION INC | ||
| Q | $65,251 | FMV |
| DUNCASTER FOUNDATION INC | ||
| N | $0 | FMV |
| DUNCASTER FOUNDATION INC | ||
| S | $72,884 | FMV |
| DUNCASTER FOUNDATION INC | ||
| E | $23,618 | FMV |