2023-11-11T09:28:54-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 061051218 DUNCASTER INCORPORATED DUNC 8603805011 40 LOEFFLER ROAD BLOOMFIELD CT 06002 KELLY PAPA PRESIDENT/CEO 8603805011 2023-11-08 1 KELLY PAPA 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLY PAPA 40 LOEFFLER ROAD BLOOMFIELD CT 06002 31031212 0 X WWW.DUNCASTER.ORG X 1984 CT ENRICH THE LIVES THROUGH EXCELLENCE IN SENIOR LIVING AND LIFE ENHANCEMENT ACTIVITIES. 16 16 372 20 0 0 1297810 1392334 26894732 27475003 768078 275491 2516226 1852142 31476846 30994970 0 0 0 0 15708852 15921272 0 0 66140 14790373 14975292 30499225 30896564 977621 98406 74918312 73542131 67921887 68108543 6996425 5433588 X DUNCASTER'S MISSION IS TO ENRICH THE LIVES OF THOSE WE SERVE THROUGH EXCELLENCE IN SENIOR LIVING, LIFE ENHANCEMENT ACTIVITIES, AND PERSON-CENTERED CARE. 0 0 22915770 28565826 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. 22915770 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 1 372 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X WARREN HAMILTON 8603805125 40 LOEFFLER ROAD BLOOMFIELD CT 06002 JOHN D SHULANSKY CHAIR 2.00 0.00 X X 0 0 0 JOHN WHEAT 1ST VICE CHAIR 2.00 0.00 X X 0 0 0 PHILIP SCHENCK 2ND VICE CHAIR 2.00 0.00 X X 0 0 0 MARIE SPIVEY SECRETARY 2.00 1.00 X X 0 0 0 THOMAS WOOD TREASURER 2.00 1.00 X X 0 0 0 BRIAN CLEMOW BOARD MEMBER 1.00 1.00 X 0 0 0 YVONNE RENEE DAVIS BOARD MEMBER 1.00 0.00 X 0 0 0 IRMGARD KLEE BOARD MEMBER 1.00 0.00 X 0 0 0 OKEY AGBA BOARD MEMBER 1.00 0.00 X 0 0 0 LENWORTH JACOBS BOARD MEMBER 1.00 0.00 X 0 0 0 DEBORAH KOLTENUK BOARD MEMBER 1.00 0.00 X 0 0 0 RICK KNAUFT BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL GUARDO BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK BARRETT BOARD MEMBER 1.00 2.00 X 0 0 0 NANCY DEAN BOARD MEMBER 1.00 2.00 X 0 0 0 CAROL BARRY BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN ALLER THRU 092022 BOARD MEMBER 1.00 0.00 X 0 0 0 NOREEN SHUGRUE THRU 052022 BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT FISHER THRU 052022 BOARD MEMBER 1.00 0.00 X 0 0 0 KELLY PAPA PRESIDENT & CEO 38.50 2.00 X 211721 0 26245 AMI DESAI VICE PRESIDENT OF HEALTH SERVICES 40.00 0.00 X 186759 0 25452 LISA GREENE VICE PRESIDENT OF SALES & MARKETING 40.00 0.00 X 137929 0 2101 ELIZABETH ANDERSON VICE PRESIDENT OF FINANCE 40.00 0.00 X 138383 0 8437 JOSEPH TEDONE VICE PRESIDENT OF HUMAN RESOURCES 40.00 0.00 X 135772 0 16982 MICHAEL O'BREIN FORMER PRESIDENT & CEO 40.00 0.00 X 144783 0 2511 955347 0 81728 22 1 1 0 NEW LOOK PAINTING AND CONSTRUCTION 39 NEW LONDON TURNPIKE SUITE 130 GLASTONBURY CT 06033 PAINTING SERVICES 1330217 JP CARROLL CONSTRUCTION INC 135 W DUDLEY TOWN RD BLOOMFIELD CT 06002 CONSTRUCTION SERVICES 1298163 GUN CONSTRUCTION LLC 501 HALFWAY HOUSE RD WINDSOR LOCKS CT 06096 CONSTRUCTION SERVICES 749198 SYMBRIA REHAB 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 REHABILITATION SERVICES 578412 EAGLE RIDGE CONSTRUCTION LLC 27 HINCKLEY STREET MYSTIC CT 06355 CONSTRUCTION SERVICES 514447 5 70419 691098 558499 72318 1392334 RESIDENT SERVICE FEE REVENUE 623311 12006130 12006130 HEALTH CENTER PATIENT REVENUE 623311 7760554 7760554 AMORTIZATION OF ENTRANCE FEES 623311 4349906 4349906 ASSISTED LIVING REVENUE 623311 3358413 3358413 27475003 275491 275491 52097 70419 36242 15855 15855 REAL ESTATE TAX CREDIT 623311 1020955 1020955 OTHER INCOME 623311 815332 815332 1836287 30994970 28565826 0 1036810 237966 237966 11507004 10253018 1200873 53113 437795 394625 42954 216 2767762 2684525 74826 8411 970745 849330 117015 4400 798307 798307 929797 601659 328138 2785001 2785001 904357 904357 3949723 3949723 354744 354744 MEDICAL & ANCILLARY COS 3323785 3323785 FOOD AND BEVERAGES 1647046 1647046 OTHER 248484 248484 TRANSPORTATION COSTS 22037 22037 12011 12011 30896564 22915770 7914654 66140 146729 332340 211959 203397 1607247 1719036 337935 338327 130163691 77048783 49483992 53114908 15173749 12380981 7956701 5453142 74918312 73542131 7673133 7925025 36402503 37524973 22926000 21929000 22904 920251 706641 67921887 68108543 X 6996425 5433588 6996425 5433588 74918312 73542131 X 98406 -2990157 1328914 X 0 1 X 1 0 X 546461 695433 1886328 1297810 1392334 5818366 26224873 26285457 26451390 26894732 27475003 133331455 26771334 26980890 28337718 28192542 28867337 139149821 0 0 0 139149821 268427 240611 2347812 768078 275491 3900419 268427 240611 2347812 768078 275491 3900419 2516226 2516226 27039761 27221501 30685530 31476846 29142828 145566466 0.95590 0.95100 0.02680 0.03150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 2,516,226. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21600937 721082 -4168661 691098 70444 554268 16837548 23684013 775263 2677493 634674 552665 4348493 21600937 21429612 387133 2804520 632670 262855 41727 23684013 17280691 1683064 3322835 352771 465857 38350 21429612 18563468 597815 -1125029 326148 397111 32304 17280691 0.74000 0.26000 0 1 1 5429132 5429132 72043744 48053286 23990458 44893767 24793445 20100322 5593748 3920224 1673524 2203300 281828 1921472 53114908 ASSETS WHOSE USE IS LIMITED 4266238 RISK RETENTION GROUP SAVINGS ACCT 71600 INTEREST RATE SWAP OBLIGATION 1115304 5453142 DEFERRED GAIN ON SALE OF ASSET 706641 706641 PART V, LINE 4: 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. GOLF TOURNAMENT 122516 70419 52097 26283 9959 122516 70419 52097 26283 9959 36242 15855 X X X 1 0 0 0 0 0 0 0 0 KELLY PAPA PRESIDENT & CEO 211721 0 0 0 0 0 4615 0 21630 0 237966 0 0 0 AMI DESAI VICE PRESIDENT OF HEALTH SERVICES 186759 0 0 0 0 0 4312 0 21140 0 212211 0 0 0 JOSEPH TEDONE VICE PRESIDENT OF HUMAN RESOURCES 135772 0 0 0 0 0 362 0 16620 0 152754 0 0 0 MICHAEL O'BREIN FORMER PRESIDENT & CEO 144783 0 0 0 0 0 2511 0 0 0 147294 0 0 0 PART I, LINE 4A ELIZABETH ANDERSON- SEVERANCE- $65,000 MICHAEL O'BRIEN- SEVERANCE- $155,556 A CHEFA CUSIP 20774YTN7 20774YTP2 2014-09-24 12000000 CONSTRUCTION OF EXPENSION 0 0 0 B CHEFA 2020-12-16 12270000 REFINANCING AND RENOVATION 0 0 0 A 12000000 645919 926000 2014 0 0 0 1 B 10361000 12270000 453594 2969539 3000000 2020 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 1 B 1 JAMES BETTS SEE BELOW 48054 SEE BELOW 0 BRIAN CLEMOW SEE BELOW 48054 SEE BELOW 0 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. 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. DUNCASTER FOUNDATION INC 40 LOEFFLER ROAD BLOOMFIELD CT 06002 061406263 SUPPORT MISSION OF DUNCASTER, INC. CT 501(C)(3) 11 N/A 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 DUNCASTER FOUNDATION INC C 691098 DUNCASTER FOUNDATION INC O 93038 FMV DUNCASTER FOUNDATION INC Q 65251 FMV DUNCASTER FOUNDATION INC N 0 FMV DUNCASTER FOUNDATION INC S 72884 FMV DUNCASTER FOUNDATION INC E 23618 FMV