2025-09-29T12:01:08-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1000 COMMERCE PARK DR WILLIAMSPORT PA 17701 990 2024-01-01 042971480 RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASS INC RONA 2037775683 860 HOWARD AVENUE A NEW HAVEN CT 06519 MICHELLE D'AMORE CHIEF EXECUTIVE OFFICER 2037775683 2025-09-25 1 1 JAIME L KUNTZ P01272711 5703236023 2025-09-25 2024 2025-03-06 01:10:19Z MICHELLE D'AMORE 860 HOWARD AVENUE A NEW HAVEN CT 06519 6801706 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. 19 19 40 35 0 0 2346974 2941170 0 0 211297 218814 277136 280584 2835407 3440568 0 0 0 0 1493113 1605248 9300 0 457882 1271310 1224314 2773723 2829562 61684 611006 21548148 20025038 3025725 142924 18522423 19882114 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 2029480 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 4,310 NIGHTS TO FAMILIES FROM AROUND CT, THE US, AND A VARIETY OF OTHER COUNTRIES. 73% OF THOSE NIGHTS WERE UTILIZED BY FAMILIES UNABLE TO PAY OUR SUGGESTED DONATION OF $15 PER NIGHT. (CONTINUED IN SCHEDULE O)IN OCTOBER 2024, RMHC CTMA OPENED ITS FIRST RONALD MCDONALD FAMILY ROOM AT BAYSTATE HOSPITAL. THE RONALD MCDONALD FAMILY ROOM PROVIDES A SUPPORTIVE SPACE FOR FAMILIES OF HOSPITALIZED CHILDREN JUST STEPS FROM THE BEDSIDE. IT OFFERS COMFORT AND AMENITIES WITHIN THE HOSPITAL ALLOWING FAMILIES TO STAY CLOSER TO THEIR CHILD AND ACTIVELY ENGAGE IN THEIR HEALTHCARE JOURNEY. WHETHER FAMILIES NEED A BREAK FROM THE CLINICAL ENVIRONMENT OF A MOMENT OF NORMALCY, THEY FIND ALL THEY NEED AND MORE IN THE FAMILY ROOM. 2029480 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 19 0 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 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 CHIEF EXECUTIVE O 2037775683 860 HOWARD AVENUE A NEW HAVEN CT 06519 CYNTHIA TANON-SANTOS PRESIDENT 5.00 0.00 X X 0 0 0 LAUREN MALLOZZI VICE PRESIDENT 1.00 0.00 X X 0 0 0 JOHN SKELLY TREASURER 5.00 0.00 X X 0 0 0 STACIA GROSSO SECRETARY 5.00 0.00 X X 0 0 0 EDWARD ABRAHAM DIRECTOR 5.00 0.00 X 0 0 0 TODD BAILEY DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW BIZZARRO DIRECTOR 1.00 0.00 X 0 0 0 ROB CAIAZE DIRECTOR 1.00 0.00 X 0 0 0 DAVID EDWARDS DIRECTOR 1.00 0.00 X 0 0 0 ARTHUR ERICKSON DIRECTOR 1.00 0.00 X 0 0 0 JOCELYN MAMINTA DIRECTOR 1.00 0.00 X 0 0 0 TONY MASCARO DIRECTOR 1.00 0.00 X 0 0 0 RICH MERCHANT DIRECTOR 1.00 0.00 X 0 0 0 MATT PERRY DIRECTOR 1.00 0.00 X 0 0 0 NICHOLE RENE DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA SPARER DIRECTOR 1.00 0.00 X 0 0 0 SHELDRICK STREETE DIRECTOR 1.00 0.00 X 0 0 0 SCOTT TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 THOMAS WALSH DIRECTOR 1.00 0.00 X 0 0 0 GUIDO PETRA DIRECTOR EX-OFFICIO 1.00 0.00 X 0 0 0 PATRICK SHEEHY DIRECTOR EX-OFFICIO 1.00 0.00 X 0 0 0 JEFF CUMBERBATCH DIRECTOR (UNTIL 4/2024) 1.00 0.00 X 0 0 0 JOHN GLENN DIRECTOR (UNTIL 1/2024) 1.00 0.00 X 0 0 0 SABRINA WRIGHT DIRECTOR (UNTIL 1/2024) 1.00 0.00 X 0 0 0 MICHELLE D'AMORE CHIEF EXECUTIVE OFFICER 40.00 0.00 X 184531 0 26780 EMILY BRADY CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 131000 0 6760 315531 0 33540 2 0 1 0 BAKER TILLY US LLP PO BOX 7398 MADISON WI 537077398 ACCOUNTING SERVICES 118332 1 582278 2358892 170250 2941170 216086 216086 398200 201116 197084 197084 197084 2840045 2837317 2728 2728 2728 395105 582278 322705 72400 72400 VENDOR INCENTIVE REV. 900099 11100 11100 11100 3440568 0 0 499398 184532 122436 14002 48094 1153803 765544 87547 300712 47858 31754 3631 12473 110245 73147 8365 28733 108810 72195 8256 28359 5017 5017 143244 143244 31069 31069 2663 2663 81767 54301 27337 129 67520 67520 20813 20813 26596 23958 2638 118041 118041 305725 305725 47153 47153 HOUSE FOOD & SUPPLIES 149745 149745 REPAIRS & MAINTENANCE 139641 134512 5129 FUNDRAISING EXPENSES 23093 23093 BANK SERVICE CHARGES 19918 8603 11315 42309 39973 2336 2829562 2029480 342200 457882 419638 631806 257804 466020 96000 188444 158300 144300 16693 19086 16463862 5735506 10893868 10728356 8234130 6231350 1471715 1615676 21548148 20025038 157470 142924 2868255 0 3025725 142924 X 15219708 15894619 3302715 3987495 18522423 19882114 21548148 20025038 X 611006 661296 87388 X 0 1 X 1 0 X 1839097 1805895 2445824 2346974 2941170 11378960 1839097 1805895 2445824 2346974 2941170 11378960 403283 10975677 589644 605782 571559 609731 614286 2991002 7084 283572 395779 479308 406205 1571948 15941910 0.68850 0.65740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDOR INCENTIVE INCOME - 2020 AMOUNT: $ 4,750. 2021 AMOUNT: $ 19,600. 2022 AMOUNT: $ 11,119. 2023 AMOUNT: $ 450. 2024 AMOUNT: $ 11,100. CASH BACK REWARDS - 2020 AMOUNT: $ 1,243. OTHER REVENUE - 2020 AMOUNT: $ 1,091. 2023 AMOUNT: $ 1,233. 2024 AMOUNT: $ 0. EMPLOYEE RETENTION CREDIT - 2021 AMOUNT: $ 263,972. FUNDRAISING EVENT RECEIPTS - 2022 AMOUNT: $ 384,660. 2023 AMOUNT: $ 477,625. 2024 AMOUNT: $ 395,105. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1351791 129069 63408 1417452 1174449 177342 1351791 1459688 -231914 53325 1174449 1319252 140436 1459688 1147080 172172 1319252 0.00000 0.75000 0.25000 0 0 70470 70470 14869175 4540198 10328977 1313258 1109832 203426 210959 85476 125483 10728356 BENEFICIAL INTEREST IN PERPETUAL TRUST 1460435 INTEREST IN COMMUNITY FOUNDATION 119723 INVESTMENT INCOME FROM BENEFICIAL INTEREST 35518 1615676 X 4682004 661296 56319 717615 3964389 -523821 -523821 3440568 3322313 523821 523821 2798492 31069 31069 2829561 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: 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 87,388. INV. MGT. FEES NETTED AGAINST REVENUE ON FINANCIALS -31,069. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -201,116. FUNDRAISING EXPENSES -322,705. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 201,116. FUNDRAISING EXPENSES 322,705. PART XII, LINE 4B - OTHER ADJUSTMENTS: INV. MGT. FEES NETTED AGAINST REVENUE ON FINANCIALS 31,069. TREES OF HOPE 406243 242390 163853 2983 1144 6208 995 140758 GALA 100448 65935 34513 7986 19068 2992 2952 5 470692 273953 196739 296 43396 55016 38911 977383 582278 395105 3279 52526 80292 3987 182621 322705 72400 X X 0 0 0 0 0 0 0 0 0 MICHELLE D'AMORE CHIEF EXECUTIVE OFFICER 184531 0 0 0 0 0 9230 0 17550 0 211311 0 0 0 X 12323 WHOLESALE VALUE X 102905 WHOLESALE VALUE X 1 20552 MEAN SHARE PRICE X 154 34470 WHOLESALE VALUE 0 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 87,388.