2017-10-11T13:44:40-07:00 2016-12-31 990 2016-01-01 061051218 DUNCASTER INCORPORATED DUNC 8603805111 40 Loeffler Road Bloomfield CT 06002 Michael A O'Brien President & CEO 8603805010 2017-10-11 74.95.23.81 2016 2021-01-29 14:40:06Z Elizabeth Anderson 40 Loeffler Road Bloomfield CT 06002 25481104 0 X www.duncaster.org X 1984 CT Duncaster's mission is to enrich the lives of those we serve through excellence in senior living, life enhancement activities, and person-centered care. 23 22 368 25 0 0 405154 467500 22025739 24421680 289141 266924 0 0 22720034 25156104 0 0 0 0 10995911 12123686 0 0 0 12183211 13493400 23179122 25617086 -459088 -460982 72778283 71686296 75609118 74944120 -2830835 -3257824 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 22713218 0 25156104 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 0 22713218 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 X 47 0 1 368 1 0 0 0 0 0 1 0 0 0 0 0 1 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X Elizabeth Anderson 8603805011 40 Loeffler Road Bloomfield CT 06002 Frank Barrett Board Member 2 2 X 0 0 0 James Betts Board Member 2 2 X 0 0 0 John F Byrnes Esq Board Member 2 0 X 0 0 0 Timothy Caron Board Member 2 0 X 0 0 0 Brian Clemow Board Member 2 0 X 0 0 0 William Cochran Treasurer 2 2 X X 0 0 0 John Downes Board Member 2 0 X 0 0 0 Marcia Hincks Board Member 2 0 X 0 0 0 Sondra King Secretary 2 0 X X 0 0 0 R Frederic Knauft Board Member 2 0 X 0 0 0 Deborah Koltenuk First Vice Chairman 2 0 X X 0 0 0 Nancy Leonard Board Member 2 0 X 0 0 0 Robert Loomis Board Member 2 0 X 0 0 0 David Parmelee Board Member 2 2 X 0 0 0 Catherine Reynolds Board Member 2 0 X 0 0 0 Keith Robertson Board Member 2 0 X 0 0 0 Mary Sargent Board Member 2 0 X 0 0 0 Noreen Shugrue Board Member 2 0 X 0 0 0 John Shulansky Board Member 2 0 X 0 0 0 Marie Spivey Board Member 2 0 X 0 0 0 Daniel Tracy Chairman of the Board 2 2 X X 0 0 0 John H P Wheat Second Vice Chairman 2 0 X X 0 0 0 Michael O'Brien President/CEO 36 4 X X X X 272659 0 43320 Elizabeth Anderson Vice President of Finance 36 4 X X 126794 0 17781 Lou Desario Vice President, Plant Operations 40 0 X 104209 0 18167 Carol Ann McCormick Vice President of Sales & Marketing 40 0 X 110257 0 11401 LaShawn Price Director of Nursing 40 0 X X 95854 0 11112 709773 0 101781 6 1 1 0 Community Contractors Service 35A Peters Road Bloomfield CT 06002 renovations and remodeling 1630914 Olsen Construction 58 Alna Lane East Hartford CT 06108 construction services 795309 US Foodservice Inc PO Box 842700 Boston MA 02284 food 711603 Symbria Rehabilitation Services 1520 Kensington Road Oakbrook IL 60523 physical therapy services 702726 Hipoint Heating & Cooling 71 Edwin Road South Windsor CT 06074 heating & air conditioning 294303 23 0 0 0 407845 0 59655 2500 467500 Monthly Maintenance Fees 623311 13626768 13626768 0 0 Amortization of Entrance Fees 623311 3441034 3441034 0 0 Health Services Revenue 623311 6435799 6435799 0 0 918079 918079 0 0 24421680 171470 171470 0 0 0 0 0 0 0 0 0 0 0 0 0 420454 0 325000 0 95454 95454 95454 0 0 0 0 25156104 24688604 0 0 709773 368513 341260 9652217 8804890 847327 340329 320998 19331 1421367 1340633 80734 0 35449 35449 72935 72935 413574 405385 8189 38392 25492 12900 11988 11988 1229350 1229350 4658708 4658708 580083 580083 Real Estate Taxes & Utilities 2443071 1392550 1050521 0 Food & Beverages 1095608 1093964 1644 0 Medical & Other Supplies 850937 850880 57 Consulting & Maintenance 1853346 1534385 318961 209959 107387 102572 25617086 22713218 2903868 0 1511739 1004187 1855988 1763722 163193 153841 108211201 52360612 56396815 55850589 7301951 7551839 5548597 5362118 72778283 71686296 8992887 7554249 37232843 39026618 25849434 24473110 3533954 3890143 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Indenture, Agreement or Statute 5362118 5362118 Interest Rate SWAP Obligation 625502 Deferred Gain on Sale of Asset 706641 Future Services Obligation 2558000 3890143 25156104 0 0 0 0 0 25156104 0 0 0 25156104 25617086 0 0 0 0 0 25617086 0 0 0 25617086 Schedule D, 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 X X X 0 1 0 0 0 0 0 0 0 Michael O'Brien President/CEO 257659 0 15000 0 0 0 30090 0 13230 0 315979 0 0 0 Elizabeth Anderson Vice President of Finance 126794 0 0 0 0 0 5706 0 12075 0 144575 0 0 0 Lou Desario Vice President, Plant Operations 104209 0 0 0 0 0 4937 0 13230 0 122376 0 0 0 Carol Ann McCormick Vice President of Sales & Marketing 86957 0 23300 0 0 0 5047 0 6354 0 121658 0 0 0 LaShawn Price Director of Nursing 95854 0 0 0 0 0 4758 0 6354 0 106966 0 0 0 Schedule J, Part I, Line 4 Michael A. O'Brien participated in a non-qualified deferred compensation plan. A Connecticut Development Authority 066000799 xxxxxxxxx 2010-12-30 20770000 refinancing 1 0 0 B CHEFA CUSIP 20774YTN7 20774YTP2 2014-09-24 12000000 construction of expansion 0 0 0 A 0 0 20770000 0 0 8228768 414925 0 0 0 7810000 0 2010 1 1 1 1 B 0 0 12000 0 0 0 926000 0 0 0 0 0 2014 0 0 0 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 Schedule K, Part IV, Line 2c-12/30/2010 20,770,000 Connecticut date of computation was 12/31/2016 RC Knox Co - John Byrnes Pres see below 112455 see below 0 Schedule L, Part IV John Byrnes is a member of the Board of Directors. He is also the president of our insurance broker, RC Knox & Co. Our insurance contract was put out to bid, his company won the bid, and we paid his company the insurance premiums. Form 990, Part V, Line 7b provided upon request Form 990, Part VI, Section B, Line 11b reviewed by audit committee, and copy of return provided to all members of board of directors prior to filing Form 990, Part VI, Section B, Line 12c officers, directors, and trustees sign off annually on compliance with conflict of interest policy Form 990, Part VI, Section B, Line 15 board committee, full board approval, employment contract Form 990, Part VI, Section C, Line 19 upon request Form 990, Part XI, Line 9 change in interest rate swap obligation and in future services obligation Duncaster Foundation Inc 40 Loeffler Road Bloomfield CT 06002 061406263 support Duncaster, Inc. mission 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 0 Duncaster Foundation Inc c 306226 a percentage of 20 trailing quarters of endowment balance(s) Duncaster Foundation Inc c 101290 value of donation received on behalf of and transferred to related organization Duncaster Foundation Inc e 32770000 amount of loan(s) Duncaster Foundation Inc o 53479 allocation based on number of hours worked Duncaster Foundation Inc q 27279 amount of expense incurred Duncaster Foundation Inc n 0 may share mailing lists