2020-06-25T08:10:38-05:00 2019-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2018-07-01 061204033 WHOLE LIFE INC WHOL 8608866900 216 BROAD STREET NEW LONDON CT 06320 MARIA DELGRECO CFO 8608866900 2020-06-09 1 PAUL BALLASY P00852868 9592007000 2020-06-08 209.59.242.35 2020-06-09 14:11:15 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3A16AF227DFFBEB6A54D665AEE301AB9EC7A606C 2018 2021-01-29 14:40:06Z MARIA DELGRECO 216 BROAD STREET NEW LONDON CT 06320 22951529 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. 5 2 527 13 82500 13962 1516 1470 18968139 22838753 21903 13762 156105 82500 19147663 22936485 0 0 0 0 14670889 17709356 0 0 0 4525351 5554169 19196240 23263525 -48577 -327040 10842525 11063761 7999540 8697816 2842985 2365945 WHOLE LIFE, INC. PROVIDES COMMUNITY SUPPORT TO INDIVIDUALS WITH DISABILITIES IN AN ENVIRONMENT THAT FOSTERS EMPOWERMENT, CHOICE, RESPONSIBIILTY AND CONTROL. 0 0 17517722 19553472 COMMUNITY LIVING ARRANGEMENTS (CLA) ARE LICENSED HOMES THAT PROVIDE SUPPORT TO APPROXIMATELY 126 INDIVIDUALS. WE OFFER MORE THAN TWENTY 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. 3687919 3285281 DAY SUPPORT OPTIONS EMPHASIZES A COMMUNITY EXPERIENCE AND PARTICIPATION AS A VEHICLE FOR PERSONAL INDEPENDENCE. APPROXIMATELY 161 INDIVIDUALS CAN CHOOSE TO PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ACTIVITIES AND EVENTS. OPPORTUNITIES RANGE FROM SOCIAL AND RECREATIONAL ACTIVITIES TO VOLUNTEER EVENTS. PERSONS WITH BEHAVIORAL CHALLENGES OFTEN HAVE REWARDING AND SUCCESSFUL EXPERIENCES IN THIS PROGRAM. 21205641 1 0 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 94 0 1 527 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 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 197956 4907 ERICH AUDRETSCH PRESIDENT 20.00 47.00 X X 86870 169116 38008 JACK MALONE SECRETARY 1.00 X X 0 0 0 RAY NICHOLS BOARD MEMBER 1.00 X 0 0 0 RICK ALLEN BOARD MEMBER 1.00 X 0 0 0 MARIA DELGRECO FINANCE DIRECTOR 40.00 X 100080 0 27550 SHEILA CORDOCK EXECUTIVE DIRECTOR 40.00 X 128082 0 11330 315032 367072 81795 2 0 1 0 PJW NURSING CONSULTANTS LLC 28 CUMBERLAND RD WEST HARTFORD CT 06119 NURSING SERVICES 645842 1 1470 1470 RESIDENTIAL SERVICES 624100 18772169 18772169 DAY PROGRAM SERVICES 624100 3285281 3285281 OTHER PROGRAM SERVICES 624100 781303 781303 22838753 978 978 27828 15044 12784 12784 12784 FINANCIAL/BOOKKEEPING SERVICES 541200 82500 82500 82500 22936485 22838753 82500 13762 354208 354208 13623905 13020490 603415 909620 849128 60492 1734182 1652987 81195 1087441 1015598 71843 56323 56323 57175 57175 1275051 1063914 211137 190011 178679 11332 761782 713242 48540 502485 489462 13023 246016 195322 50694 518973 482003 36970 134704 86930 47774 REPAIRS & MAINTENANCE 758169 726158 32011 FOOD SUPPLIES 368360 368360 PROGRAM SUPPLIES 299822 258733 41089 SETTLEMENT WITH GOVERNM 195000 195000 190298 104635 85663 23263525 21205641 2057884 0 669693 212058 1096125 1622866 819524 623232 362547 339623 444694 501360 15305109 7622994 7411617 7682115 38325 82507 10842525 11063761 2385800 2314431 3075796 3232902 2537944 3150483 7999540 8697816 X 2816345 2337975 26640 27970 2842985 2365945 10842525 11063761 -327040 -150000 0 X X 0 1 X 1 0 X 286926 1516 1470 289912 13498744 13438522 13370477 18968139 22838753 82114635 13498744 13725448 13370477 18969655 22840223 82404547 0 0 0 82404547 1431 1184 839 1364 978 5796 1431 1184 839 1364 978 5796 6762 208 63533 82500 153003 52475 52475 13559412 13726840 13434849 18971019 22923701 82615821 0.99740 0.99570 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 52,475. 1560150 1560150 9106960 3882549 5224411 2588258 2067857 520401 362389 331267 31122 1687352 1341321 346031 7682115 CAPITAL LEASE 2267848 OPERATIONAL ADVANCE 834337 DEFERRED COMPENSATION 48298 3150483 X 22904597 -31888 -31888 22936485 0 22936485 23231637 0 23231637 31888 31888 23263525 PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2019 AND 2018. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2016 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 -31,888. PART XII, LINE 4B - OTHER ADJUSTMENTS: UBI EXPENSES NETTED AGAINST REVENUE FOR F/S PURPOSES 31,888. X X X X 0 0 0 0 0 0 0 0 0 EDDIE THERIL JARMAN BOARD MEMBER 0 197956 0 0 0 0 0 0 0 4907 0 202863 0 0 ERICH AUDRETSCH PRESIDENT 86617 169116 0 0 253 0 9732 0 0 28276 96602 197392 0 0 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. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. 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 15419 MIDDLEBELT ROAD LIVONIA MI 18154 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 N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0