2022-03-11T09:53:54-06:00 2021-06-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2020-07-01 060669107 WELLMORE INC WELL 2035749000 141 E MAIN STREET WATERBURY CT 06702 GARY STECK CEO 2035749000 2022-03-10 1 GARY STECK 999009999 MARY ANTONETTI P00431862 2037819600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WELLMORE BEHAVIORAL HEALTH GARY STECK 141 E MAIN STREET WATERBURY CT 06702 21702118 0 X WWW.WELLMORE.ORG X 1951 CT TO PROMOTE LIFETIME WELLNESS THROUGH ESSENTIAL AND INNOVATIVE TREATMENT AND SUPPORT WHERE INDIVIDUALS ARE EMPOWERED TO LEAD HEALTHY AND FULFILLING LIVES. 15 15 328 34 -33219 0 12741461 15844301 5177134 4706284 37399 62305 222800 49929 18178794 20662819 8875 4689 0 0 14936185 14123991 0 0 159853 3525657 3742410 18470717 17871090 -291923 2791729 11389831 11731796 6404451 3815270 4985380 7916526 X WELLMORE PROVIDES LIFETIME WELLNESS THROUGH ESSENTIAL AND INNOVATIVE TREATMENT AND SUPPORT. 0 0 6389121 440 2403170 INTENSIVE IN-HOME SERVICES: PROVIDING CLINICAL TREATMENT IN THE HOME USING DIFFERENT THERAPEUTIC MODELS INCLUDING THE FUNCTIONAL FAMILY THERAPY (FFT), CHILD FIRST, COMMUNITY SUPPORT FOR FAMILIES (CSF), PARENTS AS TEACHERS (PAT), INTIMATE PARTNER VIOLENCE PROGRAM (IPV), AND THE MULTISYSTEMIC THERAPY (MST) - BUILDING STRONGER FAMILIES (BSF). THIS GROUPING INCLUDES OUR IICAPS PROGRAM THAT WORKS IN COLLABORATION WITH YALE UNIVERSITY'S CHILD STUDY CENTER ON THE PREMISE TO HELP PREVENT CHILDREN AND ADOLESCENTS FROM PSYCHIATRIC HOSPITALIZATION OR INSTITUTIONALIZATION IN ADDITION TO ALSO SUPPORTING YOUTH AND THEIR FAMILIES COMING OUT OF THESE HIGHER LEVEL SETTINGS. 3397795 2624 425832 RESIDENTIAL SERVICES: PROVIDING OTHER MENTAL HEALTH AND RESIDENTIAL SERVICES AT ONE THERAPEUTIC GROUP HOMES FOR BOYS UNDER THE AGE OF 18. A RECOVERY HOUSE FOR MEN OVER THE AGE OF 18. WOMEN AND CHILDREN'S PROGRAM PROVIDES INTERMEDIATE AND LONG-TERM SUBSTANCE ABUSE AND/OR MENTAL HEALTH DISORDERS RESIDENTIAL TREATMENT FOR PREGNANT OR PARENTING WOMEN AND THEIR CHILD. A RESIDENTIAL FACILITY HOUSING ADULT MEN WHO ARE WAITING FOR ACCESS INTO PROGRAMS THAT PROVIDE A HIGHER LEVEL OF CARE WHILE ATTENDING TREATMENT SERVICES PROVIDED AND CASE MANAGEMENT. 3874868 0 1796941 OUTPATIENT SERVICES: SERVING ADULTS, CHILDREN, YOUTH AND FAMILIES IN A WIDE RANGE OF OUTPATIENT MENTAL HEALTH, SUBSTANCE DEPENDENCY OR CO-OCCURRING SUBSTANCE DEPENDENCY AND MENTAL HEALTH. SERVICE TYPES INCLUDING INDIVIDUAL, FAMILY AND GROUP THERAPY USING ESTABLISHED OUTCOME TREATMENT MODALITIES. OTHER VALUABLE SERVICES INCLUDE PSYCHIATRIC ASSESSMENTS AND MEDICATION MANAGEMENT. THE OASIS PROGRAM IS A PROGRAM OF THE STAYWELL HEALTH CENTER WHERE WELLMORE IS PROVIDING THE DIRECT CARE THROUGH A SUBCONTRACT AGREEMENT. THE PROGRAM IS AN OUTPATIENT SUBSTANCE ABUSE PROGRAM SPECIALIZING IN OPIOID ADDICTION USING SUBOXONE MEDICATION MANAGEMENT TREATMENT COMBINED WITH GROUP THERAPY INTERVENTIONS. THE OUTPATIENT SERVICES ARE DESIGNED TO PROMOTE POSITIVE MENTAL HEALTH AND IMPROVE FUNCTIONING WHILE DECREASING THE PREVALENCE OF AND INCIDENCE OF MENTAL ILLNESS AND/OR SUBSTANCE DEPENDENCY. 2012601 1625 153135 PROVIDING URGENT CARE TO CHILDREN, ADOLESCENTS AND FAMILIES IN CRISIS. PROFESSIONAL CLINICAL STAFF 24/7 FOR INTERVENTION, ASSESSMENT, COUNSELING INFORMATION AND REFERRAL SERVICES TO HELP WITH SUICIDAL, BEHAVIORAL AND OTHER VIOLENT THREATS AND TRAUMATIC EXPERIENCES. PROVIDING PREVENTION SERVICES IN SOME OF THE AREA SCHOOLS. OUR REMAINING ADULT PROGRAMS CONSISTS OF A CASE MANAGEMENT PROGRAM FOCUSED ON INDIVIDUALS WHO ARE HOMELESS OR AT RISK, HAVE A SUBSTANCE ABUSE AND MENTAL HEALTH DISORDER, AND ARE INVOLVED IN THE CRIMINAL JUSTICE SYSTEM. THE SUPPORTIVE HOUSING ASSISTS FAMILIES IN ATTAINING AND MAINTAINING HOUSING AND ADDITIONAL COMMUNITY SUPPORT. 2012601 1625 153135 15674385 1 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 328 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X GARY STECK 2035749000 141 E MAIN STREET WATERBURY CT 06702 JAMES F NARDOZZI PRESIDENT 1.00 X X 0 0 0 FRANK J SCINTO VICE PRESIDENT 1.00 X X 0 0 0 THOMAS R BUZZELLI SECRETARY 1.00 X X 0 0 0 XHEMIL JOHN KOLIANI TREASURER 1.00 X X 0 0 0 SUERETTE BAILEY DIRECTOR (FROM 5/2021) 1.00 X 0 0 0 NANCY BECKER DIRECTOR 1.00 X 0 0 0 JOHN T DADDONA DIRECTOR 1.00 X 0 0 0 DR PETER JACOBY DIRECTOR 1.00 X 0 0 0 GLENN MACINNES DIRECTOR 1.00 X 0 0 0 KATHLEEN MCPADDEN DIRECTOR 1.00 X 0 0 0 ARMANDO PAOLINO DIRECTOR 1.00 X 0 0 0 DR MICHAEL ROKOSKY DIRECTOR 1.00 X 0 0 0 SANDRA K ROOSA DIRECTOR 1.00 X 0 0 0 LORI TURMEL DIRECTOR 1.00 X 0 0 0 LINDA WHIBBEY DIRECTOR 1.00 X 0 0 0 GARY M STECK LMFT CHIEF EXECUTIVE OFFICER 40.00 X 211032 0 25520 DIANA TRUMBLEY CFO/VP FINANCE & ADMINISTRATION 40.00 X 141119 0 8351 CHRISTOPHER YOUNG MD MEDICAL DIRECTOR 40.00 X 360957 0 51073 BHAGYA REDDY PSYCHIATRIST 40.00 X 140645 0 0 KATRIN MOSKOWITZ DIRECTOR OF NURSING 40.00 X 129254 0 19905 CHRISTIE HUNNICUTT VP OF ADULT SERVICES 40.00 X 124483 0 19156 KRISTIN PRACITTO VICE PRESIDENT OF CHILD SERVICES 40.00 X 123456 0 9129 RAYMOND GUNN APRN 40.00 X 115371 0 14594 1346317 0 147728 9 0 1 0 ADNET TECHNOLOGY LLC 312 FARMINGTON AVENUE FARMINGTON CT 06032 IT SERVICES 955487 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 SECURITY SYSTEMS 152221 SCHINDLER ELEVATOR CORP PO BOX 93050 CHICAGO IL 60673 ELEVATOR SERVICES 128424 DAIN JUNGET II SERVICES PO BOX 499 MARION CT 06444 CLEANING SERVICES 123375 4 108789 15482794 252718 15844301 PSYCHIATRIC SERVICES 624100 4706284 4706284 4706284 23998 23998 75614 151657 -76043 -76043 -33219 -42824 905599 867292 38307 38307 38307 16391 108789 20350 -3959 -3959 WORKERS COMP RETURN PREMIUM 900099 57137 57137 MISCELLANEOUS 900099 42391 42391 COVID RELIEF FUNDS 900099 30403 30403 129931 20662819 4779078 -33219 72659 4689 4689 844795 453318 391477 10460373 9490045 866172 104156 333526 311008 18915 3603 1607326 1454026 137463 15837 877971 773889 95930 8152 38251 33467 4566 218 68078 63227 4472 379 6645 6645 521354 436927 82681 1746 119232 108476 8326 2430 352013 313714 35970 2329 667758 613044 49606 5108 557107 498552 55695 2860 102376 99474 2755 147 45680 44835 825 20 77063 43111 33952 371694 301573 67812 2309 335850 307982 25528 2340 MAINTENANCE AND REPAIRS 189331 170638 18693 FOOD EXPENSE 81281 81281 HOUSEHOLD SUPPLIES 63988 61520 2317 151 PARKING LOT EXPENSE 33349 1103 32246 111360 8486 94806 8068 17871090 15674385 2036852 159853 2548635 1548142 662850 617546 762430 1300374 591601 724784 443742 468940 11174046 5191293 5537897 5982753 842676 1089257 11389831 11731796 1572999 1465604 328310 445713 2084719 1903953 2418423 0 6404451 3815270 X 4135617 6275263 849763 1641263 4985380 7916526 11389831 11731796 2791729 139417 0 X X 0 1 X 1 1 1 X 11570719 11468518 12777543 12653544 15844301 64314625 11570719 11468518 12777543 12653544 15844301 64314625 64314625 43048 52150 51970 49091 43247 239506 116552 97855 200890 249800 129931 795028 65349159 28332053 0.98420 0.98420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 759509 759509 8461388 3842392 4618996 105045 76365 28680 1425289 962052 463237 422815 310484 112331 5982753 X 20967598 139417 139417 20828181 6645 -172007 -165362 20662819 18036452 172007 172007 17864445 6645 6645 17871090 PART X, LINE 2: BELOW IS AN EXCERPT FROM FOOTNOTE 1 OF THE AUDITED FINANCIAL STATEMENTS FOR WELLMORE, INC. THE CORPORATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE CORPORATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE CORPORATION AND VARIOUS POSITIONS RELATED TO THE UNRELATED BUSINESS INCOME TAXES RELATED TO ITS REAL ESTATE RENTAL, AND WHICH IS INCLUDED IN OTHER INCOME IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING THE PERIODS COVERED BY THESE FINANCIAL STATEMENTS. THE CORPORATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE NO EXAMINATIONS CURRENTLY PENDING OR IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -151,657. FUNDRAISING EXPENSES -20,350. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 151,657. FUNDRAISING EXPENSES 20,350. GOLF 71890 55499 16391 18328 FESTIVAL OF LIGHTS 45013 45013 2022 1 8277 8277 125180 108789 16391 20350 20350 -3959 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER YOUNG MD MEDICAL DIRECTOR 340957 0 20000 0 0 0 31444 0 19629 0 412030 0 0 0 GARY M STECK LMFT CHIEF EXECUTIVE OFFICER 211032 0 0 0 0 0 23583 0 1937 0 236552 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A DRAFT VERSION OF THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE BY MANAGEMENT. AT THIS TIME, THE MEMBERS ARE INVITED TO MAKE INQUIRIES OR COMMENTS. IN ADDITION TO THIS, THE 990 RETURN IS REVIEWED WITH THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ALONG WITH A SIGNATURE PAGE THAT INDICATES THAT THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE POLICY. IF A CONFLICT OF INTEREST IS DISCLOSED AT THE BOARD LEVEL, THE BOARD MEMEBER MUST RECUSE THEMSELVES FROM ANY VOTE ON TRANSACTIONS OR ARRANGEMENTS MADE RELATED TO THE CONFLICT. SENIOR MANAGEMENT ADDRESSES ANY POTENTIAL CONFLICTS AT THE EMPLOYEE OR STAFF LEVEL IN ACCORDANCE WITH THE POLICY. THE BOARD OF DIRECTORS ADDRESSES ANY POTENTIAL CONFLICTS AT THE CEO LEVEL. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR THE COMPENSATION COMMITTEE OF THE BOARD EVALUATES THE CEO BY LOOKING AT THE OUTCOMES OF THE ANNUAL TARGETS ESTABLISHED FOR THE POSITION. THE CEO ALSO SUBMITS A SELF-EVALUATION AND EACH BOARD MEMBER COMPLETES AN ASSESSMENT OF THE CEO. THE CHAIRMAN OF THE BOARD CONDUCTS PRIVATE INTERVIEWS WITH KEY EMPLOYEES OF THE AGENCY TO DETERMINE HOW THE CEO AND THE AGENCY ARE DOING. THE BOARD THEN HOLDS AN EXECUTIVE SESSION (WHERE NO STAFF ARE PRESENT) TO REVIEW THE MATERIALS NOTED ABOVE, DATA FROM INDEPENDENT COMPENSATION CONSULTANTS, FORM 990'S OF COMPARABLE ORGANIZATIONS, AND INFORMATION FROM TRADE GROUPS. THE BOARD THEN DETERMINES THE WAGE TO BE OFFERED TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 WELLMORE MAKES THE FORM 990 AVALIABLE ON GUIDESTAR, DUN AND BRADSTREET, AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.