2015-11-13T12:09:09-07:00 2014-12-31 990 2014-01-01 061051218 DUNCASTER INCORPORATED DUNC 8603805111 40 Loeffler Road Bloomfield CT 06002 Michael A O'Brien President & CEO 8603805010 2015-11-13 2014 2016-02-25 16:41:14Z Michael A O'Brien 40 Loeffler Road Bloomfield CT 06002 23648749 0 X www.duncaster.org X 1984 CT To provide housing, security, and support services to persons 62 years and older, and to promote the health, self-esteem, independence and dignity to approximately 300 individuals 20 19 257 35 0 0 427662 492645 20127085 21844927 12860 174677 0 20567607 22512249 0 0 9902035 10519207 0 0 11588848 11931395 21490883 22450602 -923276 61647 56906534 70971232 61356307 74150944 -4449773 -3179712 to provide housing, security, and support services to persons 62 years and older, and to promote the health, self-esteem, independence and dignity to approximately 300 individuals 0 0 18720819 0 22512249 to provide housing, security, and support services to persons 62 years and older, and to promote the health, self-esteem, independence and dignity to approximately 300 individuals 0 0 0 18720819 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 33 0 1 257 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 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 1 0 X 0 0 0 James Betts Board Member 1 1 X 0 0 0 John F Byrnes Esq Board Member 1 0 X 0 0 0 William Cochran Treasurer 1 1 X X 0 0 0 J Edward Fowler Board Member 1 1 X 0 0 0 Barbara Gibbs Board Member 1 X 0 0 0 Marcia Hincks Board Member 1 X 0 0 0 Sondra King Secretary 1 0 X X 0 0 0 Deborah Koltenuk Second Vice Chairman 1 1 X X 0 0 0 Geraldine M Lenz PhD Board Member 1 X 0 0 0 Robert Loomis Board Member 1 X 0 0 0 David Parmelee Board Member 1 1 X 0 0 0 Joan Quinn Board Member 1 X 0 0 0 Keith Robertson Board Member 1 X 0 0 0 Richard L Sega Board Member 1 1 X 0 0 0 John Shulansky Board Member 1 X 0 0 0 Marie Spivey Board Member 1 X 0 0 0 Daniel Tracy Chairman of the Board 1 1 X X 0 0 0 Alexander DeVito Board Member 0 X X 0 0 0 Avery Rockefeller Board Member 0 X X 0 0 0 Michael O'Brien President/CEO 36 4 X X X 253701 0 17072 John H P Wheat First Vice Chairman 1 X X 0 0 0 Maynard Miller Vice President 0 0 X X 0 0 0 Edgar Reed Chairman of the Board 0 1 X X 0 0 0 Elizabeth Anderson Vice President of Finance 38 2 X X 102493 0 12479 Carol Mortensen Administrator of Nursing Home 40 0 X 107015 0 0 Carol Ann McCormick Vice President of Sales & Marketing 40 X 117982 0 5981 581191 0 35532 0 1 1 0 Community Contractors Service 35A Peters Road Bloomfield CT 06002 renovations and remodeling 1194816 Olsen Construction Services 58 Alna Lane East Hartford CT 06108 construction management 632423 US Foodservice Inc PO Box 842700 Boston MA 02284 food 611573 Alliance Rehabilitation Services 1520 Kensington Road Oakbrook IL 60523 physical therapy services 546830 Amenta Emma Architects 242 Trumbull Street Hartford CT 06103 architectural design 525582 25 0 0 0 332188 0 160457 0 492645 Monthly Maintenance Fees 623990 11803206 11803206 0 0 Amortization of Entrance Fees 623990 3124383 3124383 0 0 Health Services Revenue 623990 6040862 6040862 0 0 876476 876476 0 0 21844927 175266 175266 0 0 0 0 0 0 0 0 0 0 0 0 0 1135911 0 1136500 0 -589 -589 -589 0 0 0 0 22512249 22019604 0 0 356193 253700 102493 0 8627014 7550523 1076491 287362 258626 28736 1248638 1123774 124864 73228 73228 78459 78459 0 540156 54016 486140 28114 15731 12383 77801 49242 28559 770313 770313 3764051 3764051 417442 417442 Utilities & Real Estate Taxes 2301316 1196127 1105189 0 Food and Beverages 991411 988314 3097 0 Medical & Other Supplies 671138 671138 0 0 Consulting & Maintenance 1757724 1565476 192248 0 460242 42346 417896 22450602 18720819 3729783 0 381984 307231 1505615 1392767 520108 1382965 108045483 62000061 41991089 46045422 9837064 9229785 2670674 12613062 56906534 70971232 5357985 7193497 32580001 33230405 17769755 29115478 5648566 4611564 61356307 74150944 X -4449773 -3179712 0 0 0 0 -4449773 -3179712 56906534 70971232 X 61647 171412 0 0 0 1037002 X 0 1 X 1 0 X 2112891 686627 283369 427662 492645 4003194 19684553 19458325 19394435 20127085 21844927 100509325 21797444 20144952 19677804 20554747 22337572 104512519 104512519 279892 584176 275675 12860 174677 1327280 279892 584176 275675 12860 174677 1327280 22077336 20729128 19953479 20567607 22512249 105839799 0.98746 0.98749 0.01254 0.01251 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13153672 283430 443693 445097 380790 8013 13046895 11590855 237720 2017283 573802 109516 8868 13153672 10682993 32672 1459403 468010 110919 5284 11590855 11188080 369175 -124562 611623 134663 3414 10682993 10662319 1739399 1057905 2142209 113877 15457 11188080 0 0.4867 0.5133 0 1 1 0 2350597 2350597 0 31535004 27420292 4114712 0 40001487 20308693 19692794 0 5008320 4077733 930587 0 29150075 10193343 18956732 46045422 Assets whose use is limited by indenture, agreement or statute 12613062 12613062 0 Interest Rate SWAP Obligation 1023923 Deferred Gain on Sale of Asset 706641 Future Services Obligation 2881000 4611564 22512249 0 0 0 0 0 22512249 0 0 0 22512249 22450602 0 0 0 0 0 22450602 0 0 0 22450602 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 241955 0 11745 0 0 0 29599 0 17072 0 300371 0 26461 0 Schedule J, Part I, Line 4 Michael 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 12000000 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 RC Knox Co John Byrnes Pres see below 94355 see below 0 Quinn Consulting Joan Quinn see below 66575 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. Joan Quinn was a former member of the Board of Directors who was engaged by the board for an operation analysis of our health care services. She completed the analysis and then returned to the Board. She was not on the Board during the time that she was being paid for her analysis. Form 990, Part VI, Section B, Line 11b reviewed by audit committee, and copy of returne 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 311603 a percentage of previous year's endowment balance(s) Duncaster Foundation Inc e 32770000 amount of loan(s) Duncaster Foundation Inc o 50081 allocation based on numbers of hours worked Duncaster Foundation Inc q 20649 amount of expense incurred Duncaster Foundation Inc n 0 may share mailing lists