2023-10-27T09:22:49-05:00 2022-12-31 390859910 BAKER TILLY US LLP 1000 COMMERCE PARK DR WILLIAMSPORT PA 17701 990 2022-01-01 042971480 RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASS INC RONA 2037775683 860 HOWARD AVENUE A NEW HAVEN CT 06519 MICHELLE D'AMORE EXECUTIVE DIRECTOR 2037775683 2023-10-25 1 MICHELLE DAMORE 999009999 0 JAIME L KUNTZ CPA P01272711 5703236023 2023-10-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELLE D'AMORE 860 HOWARD AVENUE A NEW HAVEN CT 06519 4143162 0 X WWW.RMHC-CTMA.ORG X 1992 MA TO DIRECTLY IMPROVE THE HEALTH, EDUCATION, AND WELL-BEING OF CHILDREN AND FAMILIES IN CT AND MA. 22 22 42 458 0 0 1805895 2445824 0 0 441088 415633 684552 266335 2931535 3127792 0 0 0 0 1300912 1448018 0 0 365818 1072413 1300205 2373325 2748223 558210 379569 23599901 20479561 4468492 3153940 19131409 17325621 X SEE SCHEDULE O FOR MISSION STATEMENT.THE MISSION OF RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS IS TO IDENTIFY, CREATE AND SUPPORT INNOVATIVE PROGRAMMING, SUPPORTIVE SERVICES AND COMMUNITY PARTNERSHIPS THAT DIRECTLY IMPACT THE HEALTH, EDUCATION AND WELL-BEING OF CHILDREN AND THEIR FAMILIES THROUGH THE OPERATION OF THE CORNERSTONE PROGRAMS OF RMH OF CONNECTICUT AND RMH OF SPRINGFIELD, MASSACHUSETTS. 0 0 2003020 0 0 TO MAINTAIN AND OPERATE THE HOUSE'S FACILITIES IN ORDER TO PROVIDE TEMPORARY HOUSING FOR PARENTS AND SIBLINGS OF SERIOUSLY ILL OR INJURED CHILDREN STAYING IN AREA MEDICAL FACILITIES. THE SPRINGFIELD AND NEW HAVEN HOUSES PROVIDED MORE THAN 4,569 NIGHTS TO FAMILIES FROM AROUND CT, THE US, AND A VARIETY OF OTHER COUNTRIES. 81% OF THOSE NIGHTS WERE UTILIZED BY FAMILIES UNABLE TO PAY OUR SUGGESTED DONATION OF $15 PER NIGHT. 2003020 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT MA X MICHELLE D'AMORE EXECUTIVE DIRECTO 2037775683 860 HOWARD AVENUE A NEW HAVEN CT 06519 STUART YOUNG PRESIDENT 5.00 X X 0 0 0 CYNTHIA TANON-SANTOS VICE PRESIDENT 5.00 X X 0 0 0 LEWIS GOODRUM SECRETARY 5.00 X X 0 0 0 JOHN SKELLY TREASURER 5.00 X X 0 0 0 EDWARD ABRAHAM DIRECTOR 5.00 X 0 0 0 TODD BAILEY DIRECTOR 1.00 X 0 0 0 MATTHEW BIZZARRO DIRECTOR 1.00 X 0 0 0 ROB CAIAZE DIRECTOR 1.00 X 0 0 0 JEFF CUMBERBATCH DIRECTOR 1.00 X 0 0 0 DAVID EDWARDS DIRECTOR 1.00 X 0 0 0 ARTHUR ERICKSON DIRECTOR 1.00 X 0 0 0 JOHN GLENN DIRECTOR 1.00 X 0 0 0 STACIA GROSSO DIRECTOR 1.00 X 0 0 0 KATHLEEN NOONE DIRECTOR 1.00 X 0 0 0 GUIDO PETRA DIRECTOR 1.00 X 0 0 0 NANCY RINES DIRECTOR 1.00 X 0 0 0 CYNTHIA SPARER DIRECTOR 1.00 X 0 0 0 SCOTT TAYLOR DIRECTOR 1.00 X 0 0 0 THOMAS WALSH DIRECTOR 1.00 X 0 0 0 SABRINA WRIGHT DIRECTOR 1.00 X 0 0 0 LAUREN MALLOZZI DIRECTOR 1.00 X 0 0 0 DENISE WALKER DIRECTOR 1.00 X 0 0 0 PATRICK SHEEHY DIRECTOR EX-OFFICIO 1.00 X 0 0 0 MICHELLE D'AMORE EXECUTIVE DIRECTOR 40.00 X 163649 0 36747 RICHARD Z POPOLOWSKI CHIEF DEVELOPMENT OFFICER 40.00 X 121415 0 5270 285064 0 42017 2 0 1 0 BAKER TILLY US LLP PO BOX 7398 MADISON WI 537077398 ACCOUNTING SERVICES 131486 1 731 619657 233635 1591801 154313 2445824 173359 173359 398200 208002 190198 190198 190198 730000 487726 242274 242274 242274 384660 619657 319642 65018 65018 VENDOR INCENTIVE REV. 900099 11119 11119 11119 3127792 0 0 681968 200396 135826 17801 46769 1064081 721224 94520 248337 25174 17063 2236 5875 62729 42517 5572 14640 95638 64823 8495 22320 7080 7080 153196 153196 35113 35113 9962 9962 4282 4282 79289 76435 2275 579 24641 24641 18403 18403 20078 19773 305 119472 119472 305958 305958 45254 45254 HOUSE FOOD & SUPPLIES 193920 193920 REPAIRS & MAINTENANCE 179318 175652 1265 2401 NEWSLETTER 41997 41997 BANK SERVICE CHARGES 22614 22614 39628 5591 9445 24592 2748223 2003020 379385 365818 833144 450150 131274 421939 72090 27999 406872 213259 5265 20915 15852600 4900415 11255290 10952185 9292430 7145914 1603536 1247200 23599901 20479561 107932 175192 4126925 2978748 233635 4468492 3153940 X 15616981 14554580 3514428 2771041 19131409 17325621 23599901 20479561 X 379569 -1842800 -342557 X 0 1 X 1 0 X 2207964 2030319 1839097 1805895 2445824 10329099 2207964 2030319 1839097 1805895 2445824 10329099 1060646 9268453 571762 598672 589644 605782 571559 2937419 13000 13478 7084 283572 395779 712913 13979431 38 0.66300 0.69530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDOR INCENTIVE INCOME - 2018 AMOUNT: $ 13,000. 2019 AMOUNT: $ 12,300. 2020 AMOUNT: $ 4,750. 2021 AMOUNT: $ 19,600. 2022 AMOUNT: $ 11,119. CASH BACK REWARDS - 2019 AMOUNT: $ 1,085. 2020 AMOUNT: $ 1,243. OTHER REVENUE - 2019 AMOUNT: $ 93. 2020 AMOUNT: $ 1,091. EMPLOYEE RETENTION CREDIT - 2021 AMOUNT: $ 263,972. FUNDRAISING EVENT RECEIPTS - 2022 AMOUNT: $ 384,660. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1459688 -231914 53325 1174449 1319252 140436 1459688 1147080 172172 1319252 953242 10000 183838 1147080 1188451 -46758 188451 953242 0.00000 0.86000 0.14000 0 0 70470 70470 14436428 3887091 10549337 1183278 936699 246579 162424 76625 85799 10952185 BENEFICIAL INTEREST IN PERPETUAL TRUST 1159637 INTEREST IN COMMUNITY FOUNDATION 87563 1247200 X 1434966 -1842800 -377670 -2220470 3655436 -527644 -527644 3127792 3240754 527644 527644 2713110 35113 35113 2748223 PART V, LINE 4: INCOME FROM THE ORGANIZATION'S ENDOWMENT IS APPROPRIATED FOR OPERATING EXPENSES OF THE HOUSES. APPROPRIATIONS ARE MADE IN ACCORDANCE WITH DONOR RESTRICTIONS, AND THE ORGANIZATION'S APPROVED SPENDING POLICY. PART X, LINE 2: INCOME, IF ANY, FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -342,557. INV. MGT. FEES NETTED AGAINST REVENUE ON FINANCIALS -35,113. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -208,002. FUNDRAISING EXPENSES -319,642. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 208,002. FUNDRAISING EXPENSES 319,642. PART XII, LINE 4B - OTHER ADJUSTMENTS: INV. MGT. FEES NETTED AGAINST REVENUE ON FINANCIALS 35,113. TREES OF HOPE 423365 220415 202950 123250 GOLF EVENT 160087 107047 53040 62220 5 420865 292195 128670 134172 1004317 619657 384660 319642 319642 65018 X X 0 0 0 0 0 0 0 0 0 MICHELLE D'AMORE EXECUTIVE DIRECTOR 163649 0 0 0 0 0 8865 0 27882 0 200396 0 0 0 X 995 WHOLESALE VALUE X 91761 WHOLESALE VALUE X 1 21212 MEAN SHARE PRICE X 100 40345 WHOLESALE VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B ABOVE REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE & AUDIT COMMITTEE AND IS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS BY POSTING IT ON A SECURED WEBSITE. THE DRAFT OF THE FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR AND THEN PRESENTED TO THE FINANCE AND AUDIT COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY EACH MEMBER OF THE BOARD. NEW BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT. THE EXECUTIVE DIRECTOR, REVIEWS THE SIGNED CONFLICT OF INTEREST STATEMENTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMPENSATION OF CHIEF DEVELOPMENT OFFICER IS EVALUATED BY THE EXECUTIVE DIRECTOR. RONALD MCDONALD HOUSE USES INDUSTRY COMPENSATION STANDARDS FOR THEIR DETERMINATION OF SALARY. THE REVIEW AND APPROVAL OF THE NEXT YEAR BUDGET IS DOCUMENTED IN THE MINUTES OF FINANCE & AUDIT COMMITTEE, EXECUTIVE COMMITTEE, AND FULL BOARD OF DIRECTORS, OF WHICH BUDGETED SALARY EXPENSE IS A DELINEATED COMPONENT. INDIVIDUAL REPORTED EXECUTIVES ARE SPECIFICALLY IDENTIFIED AND APPROVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ORGANIZATIONAL DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -342,557.