2026-02-11T14:26:10-06:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2024-10-01 060646552 BRADLEY HOME FOR THE AGED BRAD 2032355716 320 COLONY STREET MERIDEN CT 06451 JOHN MILLER CHIEF EXECUTIVE OFFICER 2032355716 2026-02-11 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2026-02-05 2024 2025-03-06 01:10:19Z JOHN MILLER 320 COLONY STREET MERIDEN CT 06451 9050041 0 X WWW.THEBRADLEYHOME.ORG X 1938 CT TO PROVIDE A COMPASSIONATE COMMUNITY WHERE LOVING CARE ENABLES AGED AND INDIGENT INDIVIDUALS FROM MERIDEN AND CONNECTICUT TO LIVE WITH DIGNITY IN A SECURE, HOMELIKEENVIRONMENT. 11 11 118 33 0 0 7570 8654 6539420 7659605 539933 949431 163715 180840 7250638 8798530 0 0 0 0 4926362 4917531 0 0 0 3796919 3909723 8723281 8827254 -1472643 -28724 31424775 31692873 8644849 8026543 22779926 23666330 TO PROVIDE A COMPASSIONATE COMMUNITY WHERE LOVING CARE ENABLES AGED AND INDIGENT INDIVIDUALS FROM MERIDEN AND CONNECTICUT TO LIVE WITH DIGNITY IN A SECURE, HOMELIKE ENVIRONMENT. 0 0 7499728 7702944 MAINTAINING A HOME AND PROVIDING CARE FOR THE ELDERLY. 7499728 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 15 0 1 118 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X DIANE KANE 2032355716 320 COLONY STREET MERIDEN CT 06451 CHRISTINE ZYGMONT CHAIRPERSON 1.00 0.00 X X 0 0 0 DENNIS CENEVIVA PAST CHAIRPERSON (UNTIL 11/19/24) 1.00 0.00 X X 0 0 0 JOSEPH FEEST IMMEDIATE PAST CHAIRPERSON 1.00 0.00 X X 0 0 0 SARAH BOURDON FIRST VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 RICHARD CARABETTA TREASURER (UNTIL 11/19/24) 1.00 0.00 X X 0 0 0 MATTHEW MCGOLDRICK SECRETARY 1.00 0.00 X X 0 0 0 DAVID CARABETTA DIRECTOR 1.00 0.00 X 0 0 0 DOMINICK CARUSO DIRECTOR (UNTIL 11/19/24) 1.00 0.00 X 0 0 0 KEVIN CURRY DIRECTOR 1.00 0.00 X 0 0 0 BARBARA FRASER DIRECTOR (UNTIL 8/31/25) 1.00 0.00 X 0 0 0 ROSARIO ROSS GULINO DIRECTOR 1.00 0.00 X 0 0 0 EDWARD HABERLI DIRECTOR 1.00 0.00 X 0 0 0 JORGE JACOME DIRECTOR (UNTIL 4/30/25) 1.00 0.00 X 0 0 0 DONNA JONES DIRECTOR 1.00 0.00 X 0 0 0 DOREEN MARINARO DIRECTOR (UNTIL 11/19/24) 1.00 0.00 X 0 0 0 LINDA MUNSON DIRECTOR (UNTIL 9/30/25) 1.00 0.00 X 0 0 0 MARCIA SARRAZIN DIRECTOR 1.00 0.00 X 0 0 0 WENDY THIBEAULT DIRECTOR (UNTIL 7/31/25) 1.00 0.00 X 0 0 0 SR GEORGEANN VUMBACO DIRECTOR 1.00 0.00 X 0 0 0 JOHN MILLER CEO 40.00 0.00 X 205664 0 37723 DIANE KANE CONTROLLER 40.00 0.00 X 97219 0 24130 ELLEN DENNIS RN 40.00 0.00 X 115458 0 34430 REBECCA BERGMAN DIRECTOR OF NURSING 40.00 0.00 X 107095 0 27101 AILEEN BARANDON LPN 40.00 0.00 X 108879 0 3917 634315 0 127301 4 0 1 0 HEALTHCARE SERVICES GROUP 27 MERIDEN AVE SOUTHINGTON CT 06489 HOUSEKEEPING AND LAUNDRY 345503 PREFERRED THERAPY SOLUTIONS 850 SILAS DEANE HWY 2ND FL WETHERSFIELD CT 06109 PT, OT, ST 326993 BNY MELLON WEALTH MANAGEMENT 201 WASHINGTON ST SUITE 024-0062 BOSTON MA 02108 INVESTMENT SERVICES 130997 ALLSHIFTS 494 BROAD ST 4TH FL NEWARK NJ 07102 NURSING AGENCY 113614 FACILITIES COMPLIANCE SERVICES 1492 BERLIN TPKE BERLIN CT 06037 FIRE SPRINKLER SYSTEM MAINTENANCE 108688 5 7179 1475 8654 NET RESIDENT REVENUE 623000 7659605 7659605 7659605 465602 465602 170150 32320 137830 137830 137830 700000 215311 860 484689 -860 483829 483829 2691 7179 3020 -329 -329 DIETARY INCOME 900099 13117 13117 HAIRDRESSING INCOME 900099 8456 8456 21766 21766 43339 8798530 7702944 0 1086932 420804 420804 3666392 3300977 365415 40566 40566 478732 430792 47940 311037 248817 62220 8191 8191 66374 66374 120958 120958 800657 661080 139577 64745 800 63945 430743 428192 2551 3265 3265 264562 264562 754419 747604 6815 139799 124136 15663 DIETARY 366108 366108 LAUNDRY & HOUSEKEEPING 360712 360712 MEDICAL SUPPLIES 242351 242351 NURSING HOME USER FEES 197671 197671 89168 85360 3808 8827254 7499728 1327526 0 667 33543 433500 489451 690457 617572 7443 2227 19852847 9095002 11345984 10757845 18514189 19583576 432535 208659 31424775 31692873 858932 794131 432535 208659 7258672 6880741 94710 143012 8644849 8026543 X 22779926 23666330 22779926 23666330 31424775 31692873 -28724 915128 0 X X 0 1 X 1 0 X 110474 888936 1056095 7570 8654 2071729 4251351 4557085 4683476 6539420 7659605 27690937 4361825 5446021 5739571 6546990 7668259 29762666 18406 1450 19856 0 18406 1450 19856 29742810 566277 643753 661191 625200 635752 3132173 566277 643753 661191 625200 635752 3132173 32669 35952 43339 111960 4928102 6089774 6433431 7208142 8347350 33006799 0.90110 0.89200 0.09490 0.10510 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 32,669. 2023 AMOUNT: $ 35,952. 2024 AMOUNT: $ 43,339. 0 1 X 255784 255784 16767059 6857620 9909439 2684393 2120246 564147 145611 117136 28475 10757845 X 9628040 915128 35340 950468 8677572 120958 120958 8798530 8741636 35340 35340 8706296 120958 120958 8827254 PART IV, LINE 2B: THE RESIDENTS' ASSETS HELD ARE ASSETS TURNED OVER TO THE HOME WHEN AN INDIVIDUAL IS ADMITTED. A BALANCE IS MAINTAINED FOR EACH RESIDENT. THIS BALANCE IS INCREASED BY PENSION AND SOCIAL SECURITY BENEFITS RECEIVED AND REDUCED BY AN INDIVIDUAL'S MEDICAL BILLS, PERSONAL EXPENSES AND ALLOWANCES. MONTHLY, A CHARGE IS MADE AGAINST EACH ACCOUNT FOR ROOM AND BOARD. PART X, LINE 2: THE HOME IS A NOT-FOR-PROFIT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE HOME IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 32,320. FUNDRAISING EXPENSES 3,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 32,320. FUNDRAISING EXPENSES 3,020. X X 0 0 0 0 0 0 0 0 0 JOHN MILLER CEO 204890 0 0 0 774 0 6395 0 31328 0 243387 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS AS COMMITTEE CHAIRPERSON, THE IMMEDIATE PAST CHAIRPERSON, THE VICE CHAIRPERSONS, THE TREASURER, THE SECRETARY, AND THE EXECUTIVE DIRECTOR. EXCEPT AS TO THE SPECIFIC MATTERS EXPRESSLY RESERVED FOR ACTION BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE FULL POWERS OF THE BOARD OF DIRECTORS TO ACT FOR AND ON BEHALF OF THE BRADLEY HOME DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL MACRI/BRANDON MACRI HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WILL BE SHARED WITH THE FINANCE COMMITTEE WHO WILL VOTE TO APPROVE/OBJECT TO THE FORM 990 FILING. THIS PROCESS WILL THEN BE SHARED WITH THE BOARD OF DIRECTORS FOR THEIR UNANIMOUS APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER OR OFFICER MUST DISCLOSE CONFLICTS ANNUALLY. ANY BOARD MEMBER OR OFFICER WHO HAS A CONFLICT MUST RECUSE THEMSELVES FROM VOTES TAKEN ON THAT MATTER. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF DIRECTORS AND MANAGEMENT OF THE BRADLEY HOME. FORM 990, PART VI, SECTION B, LINE 15 THE BRADLEY HOME OBTAINS THE ANNUAL WAGE AND SALARY SURVEY FOR COMPENSATION AND BENEFITS PROVIDED BY FLATH & ASSOCIATES. THIS INFORMATION IS THEN REVIEWED AT LEADINGAGE CONNECTICUT AND COMPENSATION FOR ALL POSITIONS IS DETERMINED TO BE AT THE MIDPOINT OF THE INDUSTRY STANDARDS. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. THE BRADLEY HOME ALSO ADHERES TO THE STATE/CMS WAGE COMPENSATION MANDATES. FORM 990, PART VI, SECTION C, LINE 19 THE BRADLEY HOME MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE CLARENCE P BRADLEY SOCIETY INC 320 COLONY STREET MERIDEN CT 06451 202332057 RAISE FUNDS FOR BENEFIT OF BRADLEY HOME RESIDENTS CT 501(C)(3) LINE 7 BRADLEY HOME FOR THE AGED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0