2026-05-14T04:53:45-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-07-01 060646665 THE HARTFORD DISPENSARY HART 8606433200 335 BROAD STREET MANCHESTER CT 060404036 JENNIFER SUCCI CFO 8606433200 2026-05-13 1 1 LORI ROTHE YOKOBOSKY P01273422 9592007000 2026-05-13 2024 2025-03-06 01:10:19Z ROOT CENTER FOR ADVANCED RECOVERY JENNIFER SUCCI 335 BROAD STREET MANCHESTER CT 060404036 105526427 0 X N/A X 1871 CT PROVIDES SUBSTANCE ABUSE TREATMENT & MENTAL HEALTH SERVICES. 10 10 348 10 0 0 731540 2900403 34070763 33908030 1060690 3447681 350988 963503 36213981 41219617 150000 117917 0 0 21065588 21706730 0 0 0 8978623 9965880 30194211 31790527 6019770 9429090 48261402 57121993 3189986 3410792 45071416 53711201 NON-PROFIT, BEHAVIORAL HEALTHCARE ORGANIZATION PROVIDING MENTAL HEALTH AND SUBSTANCE USE TREATMENT, PREVENTION, COMMUNITY HEALTH SERVICES AND RESEARCH. 0 0 24630417 117917 34525033 ROOT CENTER FOR ADVANCED RECOVERY IS A PRIVATE, NONPROFIT, BEHAVIORAL HEALTH CARE ORGANIZATION PROVIDING MENTAL HEALTH AND SUBSTANCE USE PREVENTION, TREATMENT, COMMUNITY HEALTH SERVICES, AND RESEARCH. OUR BEHAVIORAL HEALTH PROGRAMS SPECIALIZE IN SUBSTANCE USE THERAPY INVOLVING MEDICATION MANAGEMENT SUCH AS METHADONE AND BUPRENORPHINE FOR COMMUNITY MEMBERS WITH OPIOID USE DISORDER. ROOT CENTER PROVIDES MENTAL HEALTH AND SUBSTANCE USE TREATMENT IN VARIOUS AMBULATORY LEVELS OF CARE AND POPULATIONS INCLUDING ADULTS AND TEENS. 24630417 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 37 0 1 348 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X JENNIFER SUCCI 8606433200 335 BROAD STREET MANCHESTER CT 060404036 BRUCE SIMONS CHAIRPERSON 2.00 4.00 X X 0 0 0 CARLA RASH PHD DIRECTOR 2.00 2.00 X 0 0 0 DAVID HOPKINS DIRECTOR 2.00 2.00 X 0 0 0 DAVID LOUDEN DIRECTOR 2.00 2.00 X 0 0 0 ERIC M ZACHS DIRECTOR 2.00 4.00 X 0 0 0 JOHN MOHRING DIRECTOR 2.00 2.00 X 0 0 0 MARTIN W ANDERSON PHD DIRECTOR 2.00 2.00 X 0 0 0 PATRICIA REHMER VICE-CHAIRPERSON 2.00 2.00 X X 0 0 0 STEPHEN P FISHER TREASURER 2.00 2.00 X X 0 0 0 WILLIAM E SCHUMANN DIRECTOR 2.00 2.00 X 0 0 0 DARCIE BOIANO SECRETARY 35.00 4.00 X 89631 0 50669 JENNIFER SUCCI CFO 35.00 4.00 X 209527 0 39058 STEVEN ZUCKERMAN PRESIDENT/CEO 35.00 4.00 X 482006 0 68597 BENJAMIN METCALF COO 2.00 2.00 X 187055 0 63071 PETER BARNETT PHYSCIAN 35.00 0.00 X 185756 0 6839 MARGAUX FARRELL CHIEF OF STAFF 35.00 0.00 X 153179 0 30338 HENRY NUSBAUM PHYSICIAN 35.00 0.00 X 272492 0 27249 PETER BROWN PHYSICIAN 35.00 0.00 X 231637 0 34670 1811283 0 320491 21 0 1 0 NOSAL BUILDERS INC 85 FIELDSTON COURT UNIT 1 CHESHIRE CT 06410 CONSTRUCTION 2080279 THE WALKER GROUP 20 WATERSIDE DR FARMINGTON CT 06032 TECHNOLOGY CONSULTING 1485502 CA CONSTRUCTION INC 83 WOOSTER HEIGHTS RD STE 125 DANBURY CT 06810 CONSTRUCTION 519690 VISTA PHARM INC 622 EAGLE ROCK AVE 1 WEST ORANGE NJ 07052 PHARMACEUTICAL 380700 OCHIN 1881 SW NAITO PARKWAY PORTLAND OR 972015187 E.H.R. SYSTEMS 266288 20 2895018 5385 2900403 PATIENT SERVICE REVENUE 621400 33908030 33908030 33908030 687282 687282 346500 0 346500 346500 346500 67067209 64306810 2760399 2760399 2760399 617003 617003 617003 41219617 34525033 0 3794181 117917 117917 949010 736346 212664 16085338 12504951 3580387 893118 685356 207762 2507495 1924188 583307 1271769 1046081 225688 75335 75335 119651 119651 578146 14155 563991 115911 115911 378630 312418 66212 1142562 600370 542192 2540685 2311140 229545 48971 12172 36799 16768 16768 1020452 746004 274448 502277 460638 41639 PROVISION FOR BAD DEBTS 1156898 1156898 MEDICAL SUPPLIES 855096 853235 1861 REPAIRS & MAINTENANCE 762988 640769 122219 SECURITY SERVICE 169578 166159 3419 481932 341620 140312 31790527 24630417 7160110 0 10805498 4768109 1835439 1841098 2139520 468839 155636 24467856 4870032 12812611 19597824 19944283 22691759 530170 520797 308031 1243752 1550872 4169157 48261402 57121993 2135519 1614540 6492 1054467 1789760 3189986 3410792 X 43520544 52091858 1550872 1619343 45071416 53711201 48261402 57121993 X 9429090 -930539 777 140457 X 0 1 X 1 0 X 399568 483199 435703 731540 3246903 5296913 399568 483199 435703 731540 3246903 5296913 5296913 373088 805503 830731 1261101 687282 3957705 44484 62206 143271 132821 617003 999785 10254403 166695931 0.51660 0.40670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 44,484. 2021 AMOUNT: $ 62,206. 2022 AMOUNT: $ 143,271. 2023 AMOUNT: $ 132,821. 2024 AMOUNT: $ 617,003. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 793430 793430 2260123 1267671 992452 20664867 3480731 17184136 749436 121630 627806 19597824 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 674986 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 950188 DUE FROM RELATED PARTY 2543983 4169157 DEFERRED ANNUITY PAYABLE 520797 LEASE LIABILITY 1268963 1789760 X PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 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, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. 0 PERCEPTION PROGRAMS INC 54 NORTH STREET WILLIMANTIC CT 06226 060873149 501C3 117917 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANT FUNDS ARE MONITORED THROUGH A STRUCTURED TRACKING AND RECONCILIATION PROCESS. EACH GRANT IS RECORDED IN AN EXCEL TRACKING FILE, WHICH INCLUDES KEY DETAILS FROM THE GRANT AGREEMENT AND FUNDING SCHEDULE. A CENTRALIZED FOLDER IS MAINTAINED FOR EACH GRANT AND CONTAINS THE EXECUTED CONTRACT AND ALL RELATED DOCUMENTATION. ALL EXPENSES CHARGED TO THE GRANT ARE RECORDED AND MONITORED IN THE EXCEL TRACKER. INVOICES ARE ROUTINELY RECONCILED AGAINST THE TRACKER TO ENSURE ACCURACY AND COMPLIANCE WITH GRANT REQUIREMENTS. ONCE EXPENSES ARE VERIFIED, ALL REQUIRED SUPPORTING DOCUMENTATION IS COMPILED AND SUBMITTED TO THE FUNDER IN ACCORDANCE WITH REPORTING GUIDELINES. X X 0 1 0 0 0 0 0 1 0 STEVEN ZUCKERMAN PRESIDENT/CEO 323713 0 147032 0 11261 0 34032 0 34565 0 550603 0 0 0 HENRY NUSBAUM PHYSICIAN 268201 0 4291 0 0 0 27249 0 0 0 299741 0 0 0 PETER BROWN PHYSICIAN 227346 0 4291 0 0 0 23252 0 11418 0 266307 0 0 0 BENJAMIN METCALF COO 167929 0 18750 0 376 0 18595 0 44476 0 250126 0 0 0 JENNIFER SUCCI CFO 184192 0 25000 0 335 0 21192 0 17866 0 248585 0 0 0 PETER BARNETT PHYSCIAN 184298 0 0 0 1458 0 5285 0 1554 0 192595 0 0 0 MARGAUX FARRELL CHIEF OF STAFF 137958 0 15000 0 221 0 15445 0 14893 0 183517 0 0 0 PART I, LINE 4B HARTFORD DISPENSARY ACCRUED A CONTRIBUTION OF $23,000 TO A 457(F) PLAN FOR CALENDAR YEAR 2024 FOR THE BENEFIT OF THE CURRENT CEO. PART I, LINE 7 THE CEO AS WELL AS THE EXECUTIVE TEAM RECEIVED BOARD APPROVED CALENDAR YEAR INCENTIVE COMPENSATION WHICH WAS INCLUDED IN THEIR 2024 W2S. FORM 990, PART VI, SECTION A, LINE 6 HD HOLDING CORPORATION IS THE SOLE MEMBER OF HARTFORD DISPENSARY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DOES NOT REVIEW THE TAX RETURN BEFORE IT IS ISSUED. IT DOES HOWEVER, REVIEW THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR CONFLICT OF INTEREST STATEMENT WITH THE ORGANIZATION ANNUALLY AND RECUSE THEMSELVES FROM DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS APPROVED BY THE BOARD. EVERY THREE TO FOUR YEARS A MARKET STUDY IS PERFORMED TO DETERMINE WAGES AT COMPARABLE ORGANIZATIONS. THIS INFORMATION IS PRESENTED TO THE BOARD AND USED TO SET COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL TRUST 131,658. CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT FUND 8,799. 329 WASHINGTON STREET MIDDLETOWN LLC 335 BROAD STREET MANCHESTER CT 06040 854383876 TO PURCHASE AND HOLD PROPERTY IN MIDDLETOWN CT 876073 HARTFORD DISPENSARY 542 EAST MAIN STREET LLC 335 BROAD STREET MANCHESTER CT 06040 TO PURCHASE AND HOLD PROPERTY IN NEW BRITAIN CT 3760884 HARTFORD DISPENSARY HD HOLDING CORPORATION 335 BROAD STREET MANCHESTER CT 06040 222948683 TO FUNCTION AS A PARENT ORGANIZATION IN A HEALTH CARE SYSTEM AND PROVIDE CT 501(C)(3) LINE 12C, III-FI 0 HARTFORD DISPENSARY REAL ESTATE INC 335 BROAD STREET MANCHESTER CT 06040 222948684 TO MANAGE PROPERTY AND BUILDINGS USED IN CONNECTION WITH EXEMPT OPERATIONS. CT 501(C)(2) HD HOLDING CORPORATION 0 0 0 1 1 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 HARTFORD DISPENSARY REAL ESTATE K 1941996 PER CONTRACT AGREEMENT HARTFORD DISPENSARY REAL ESTATE J 346500 FMV HARTFORD DISPENSARY REAL ESTATE D 3084269 FMV HD HOLDING CORPORATION E 316759 FMV