Form 990 for tax year 2023
Filed by THE MARY WADE HOME INCORPORATED.
Totals
- Total revenue
- $17,810,216
- Total expenses
- $18,536,776
- Contributions and grants received
- $1,891,397
- Grants paid
- $0
- Program service revenue
- $15,882,990
- Investment income
- $33,879
- Other revenue
- $1,950
- Total assets, end of year
- $49,130,345
- Total liabilities, end of year
- $50,309,282
- Net assets or fund balances, end of year
- -$1,178,937
- Program services expenses (Part IX)
- $15,046,951
- Management and general expenses
- $3,143,753
- Fundraising expenses
- $346,072
- Program service expenses (Part III)
- $15,046,951
Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$116,734
-
1d · Related organizations
$1,102,000
-
1e · Government grants (contributions)
$356,790
-
1f · All other contributions, gifts and grants
$315,873
-
2a · Program service revenue: SKILLED NURSING FACILITY
total $12,995,982 · related or exempt $12,995,982
-
2b · Program service revenue: RESIDENT CARE REVENUES
total $2,154,438 · related or exempt $2,154,438
-
2c · Program service revenue: ADULT DAY CARE REVENUES
total $732,570 · related or exempt $732,570
-
3 · Investment income
total $9,557 · excluded $9,557
-
6a · Gross rents
real property $9,370
-
6b · Less rental expenses
real property $9,370
-
6c · Rental income or loss
real property $0
-
7a · Gross sales of assets other than inventory
securities $73,559
-
7b · Less cost or other basis and sales expenses
securities $49,237
-
7c · Gain or loss
securities $24,322
-
7d · Net gain or loss
total $24,322 · excluded $24,322
-
8a · Fundraising events: gross income
$27,058
-
8a · Fundraising events: contributions included on line 1c
$116,734
-
8b · Fundraising events: direct expenses
$33,223
-
8c · Net income from fundraising events
total -$6,165 · excluded -$6,165
-
11a · Other revenue: MISCELLANEOUS INCOME
total $8,115 · excluded $8,115
-
11e · Other revenue, total
$8,115
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $350,402 · program services $17,520 · management and general $297,842 · fundraising $35,040
-
6 · Compensation of disqualified persons
total $90,918 · fundraising $90,918
-
7 · Other salaries and wages
total $9,088,465 · program services $7,637,188 · management and general $1,300,060 · fundraising $151,217
-
8 · Pension plan contributions
total $121,776 · program services $97,815 · management and general $20,419 · fundraising $3,542
-
9 · Other employee benefits
total $1,150,990 · program services $924,521 · management and general $192,992 · fundraising $33,477
-
10 · Payroll taxes
total $708,288 · program services $568,925 · management and general $118,762 · fundraising $20,601
-
11b · Fees: legal
total $48,036 · management and general $48,036
-
11c · Fees: accounting
total $77,448 · management and general $77,448
-
11f · Fees: investment management
total $509 · management and general $509
-
12 · Advertising and promotion
total $11,426 · management and general $11,426
-
13 · Office expenses
total $325,705 · program services $97,588 · management and general $228,117
-
14 · Information technology
total $315,956 · program services $157,978 · management and general $157,978
-
16 · Occupancy
total $449,077 · program services $425,546 · management and general $23,531
-
17 · Travel
total $73,966 · program services $73,385 · management and general $581
-
20 · Interest
total $634,670 · program services $634,670
-
22 · Depreciation, depletion and amortization
total $550,403 · program services $508,787 · management and general $41,616
-
23 · Insurance
total $333,540 · program services $270,746 · management and general $56,567 · fundraising $6,227
-
24a · Other expenses: PATIENT CARE
total $1,677,669 · program services $1,677,669
-
24b · Other expenses: CONSULTANTS & PURCHASED
total $1,634,259 · program services $1,370,873 · management and general $258,336 · fundraising $5,050
-
24c · Other expenses: PROVIDER TAX
total $583,740 · program services $583,740
-
24e · All other expenses
total $309,533 · management and general $309,533
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $166,801 · end of year $397,412
-
2 · Savings and temporary cash investments
beginning of year $155,682 · end of year $158,316
-
4 · Accounts receivable
beginning of year $1,887,975 · end of year $2,397,528
-
8 · Inventories for sale or use
beginning of year $75,233 · end of year $79,071
-
9 · Prepaid expenses and deferred charges
beginning of year $141,199 · end of year $155,353
-
10a · Land, buildings and equipment: cost or other basis
$20,851,485
-
10b · Land, buildings and equipment: accumulated depreciation
$13,712,377
-
10c · Land, buildings and equipment, net
beginning of year $6,992,270 · end of year $7,139,108
-
11 · Investments: publicly traded securities
beginning of year $5,137,421 · end of year $5,167,411
-
12 · Investments: other securities
beginning of year $383,317 · end of year $408,283
-
13 · Investments: program-related
beginning of year $68,606 · end of year $68,606
-
15 · Other assets
beginning of year $34,972,957 · end of year $33,159,257
-
17 · Accounts payable and accrued expenses
beginning of year $2,358,804 · end of year $2,430,186
-
19 · Deferred revenue
beginning of year $314,485 · end of year $900,414
-
20 · Tax-exempt bond liabilities
beginning of year $42,500,000 · end of year $42,300,000
-
21 · Escrow or custodial account liability
beginning of year $117,344 · end of year $115,319
-
23 · Secured mortgages and notes payable
beginning of year $3,428,053 · end of year $2,906,019
-
25 · Other liabilities
beginning of year $1,716,649 · end of year $1,657,344
-
27 · Net assets without donor restrictions
beginning of year -$579,555 · end of year -$1,321,007
-
28 · Net assets with donor restrictions
beginning of year $125,681 · end of year $142,070
Mission and programs · 2023
Mission
MARY WADE HOME PROVIDES THE HIGHEST-QUALITY COMPASSIONATE CARE, SENIOR LIVING, AND SERVICES THAT PROMOTE WELLNESS FOR OLDER ADULTS IN GREATER NEW HAVEN.
Activities or mission (Part I)
TO PROVIDE THOSE IN NEED WITH THE HIGHEST QUALITY OF SUPERVISED SKILLED NURSING, RESIDENTIAL SERVICES, HOME CARE, SOCIAL AND MEDICAL PROGRAMS IN ORDER TO MAINTAIN THE RESIDENT'S INDIVIDUALITY IN OUR DIGNIFIED, CARING, AND CONTINUALLY GROWING COMMUNITY.
-
PROVIDES LONG TERM CARE TO THE ELDERLY. THE PROGRAMS OFFER SKILLED NURSING SERVICES, FULL REHABILITATIVE THERAPY, AS WELL AS FOOD AND SHELTER. APPROXIMATELY 82% OF THE SERVICES ARE PROVIDED TO THE ELDERLY WHO PARTICIPATE IN THE MEDICARE AND MEDICAID PROGRAMS.
Expenses $11,662,979 · Revenue $12,995,982
-
OPERATES A RESIDENTIAL CARE FACILITY. THIS SERVICE PROVIDES FOOD AND SHELTER TO THE ELDERLY WHO CANNOT LIVE INDEPENDENTLY BUT ARE NOT IN NEED OF SKILLED NURSING CARE.
Expenses $2,305,601 · Revenue $2,154,438
-
ADULT DAY CARE - PROVIDES ADULT DAY CARE PROGRAMS AND TRANSPORTATION SERVICES TO A DIVERSE GROUP OF ELDERLY CONSUMERS. THE DYNAMIC NEEDS OF EACH PERSON ARE MET WITH CONTINUOUSLY EVOLVING CARE AND SERVICE.
Expenses $1,078,371 · Revenue $732,570
As filed on the 2023 return.
Listed in Part VII
-
Joanne McGloinJOANNE MCGLOIN
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 0.4 + 3.6 related
-
Bruce TopoloskyBRUCE TOPOLOSKY
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 0.4 + 3.6 related
-
Marjorie FunkMARJORIE FUNK
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Jacqueline Henchel MDJACQUELINE HENCHEL MD
SECRETARY (UNTIL 8/24)
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Brandon McFarlaneBRANDON MCFARLANE
TREASURER
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Barbara C AdamsBARBARA C ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Mary Beth CanavanMARY BETH CANAVAN
DIRECTOR (UNTIL 12/23)
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Bernadette DigiulianBERNADETTE DIGIULIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Joyce DupeeJOYCE DUPEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Patricia A GanunPATRICIA A GANUN
DIRECTOR (UNTIL 12/23)
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Howard HillHOWARD HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Rev Thomas JacksonREV THOMAS JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Robert KesslerROBERT KESSLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 1.8 related
-
Angela MattieANGELA MATTIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Michael MorandMICHAEL MORAND
DIRECTOR (UNTIL 11/23)
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Nicholas R Nicholson Jr PhDNICHOLAS R NICHOLSON JR PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Alexander OverkampALEXANDER OVERKAMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Michelle Lee RodriguezMICHELLE LEE RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Harold S SpitzerHAROLD S SPITZER
DIRECTOR (UNTIL 12/23)
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Pamela StantonPAMELA STANTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
Steven Wolfson MDSTEVEN WOLFSON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
David V HunterDAVID V HUNTER
PRESIDENT & CEO
- Total calculated
- $375,737
- From this org
- $148,240
- From related orgs
- $163,844
- Other
- $63,653
- Hours/week
- 19 + 21 related
Schedule J breakdown matched by us
- Base
- $148,240 + $163,844 related
- Bonus
- $0
- Other
- $0
- Deferred
- $15,882 + $17,554 related
- Nontaxable benefits
- $14,353 + $15,864 related
- Filer's total
- $178,475 + $197,262 related
-
William GinterWILLIAM GINTER
CFO
- Total calculated
- $188,610
- From this org
- $95,950
- From related orgs
- $57,569
- Other
- $35,091
- Hours/week
- 25 + 15 related
Schedule J breakdown matched by us
- Base
- $95,950 + $57,569 related
- Bonus
- $0
- Other
- $0
- Deferred
- $3,050 + $1,830 related
- Nontaxable benefits
- $18,882 + $11,329 related
- Filer's total
- $117,882 + $70,728 related
-
Kerren RuffnerKERREN RUFFNER
DIRECTOR CLINICAL SERVICES
- Total calculated
- $170,327
- From this org
- $138,372
- From related orgs
- $0
- Other
- $31,955
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,372
- Bonus
- $0
- Other
- $0
- Deferred
- $4,300
- Nontaxable benefits
- $27,655
- Filer's total
- $170,327
-
Helen HoilettHELEN HOILETT
C.N.A
- Total calculated
- $158,021
- From this org
- $139,781
- From related orgs
- $0
- Other
- $18,240
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,781
- Bonus
- $0
- Other
- $0
- Deferred
- $4,200
- Nontaxable benefits
- $14,040
- Filer's total
- $158,021
-
Geralyn Hines-IversonGERALYN HINES-IVERSON
ADMINISTRATOR
- Total calculated
- $152,981
- From this org
- $136,154
- From related orgs
- $0
- Other
- $16,827
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,154
- Bonus
- $0
- Other
- $0
- Deferred
- $4,132
- Nontaxable benefits
- $12,695
- Filer's total
- $152,981
-
Lavonne CookeLAVONNE COOKE
CNA
- Total calculated
- $133,488
- From this org
- $129,273
- From related orgs
- $0
- Other
- $4,215
- Hours/week
- 40
-
Kaniesha TaylorKANIESHA TAYLOR
INFECTION CONTROL NURSE
- Total calculated
- $132,361
- From this org
- $128,448
- From related orgs
- $0
- Other
- $3,913
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE MARY WADE HOME, INC. · CT
-
501(C)(2) · TITLE HOLDING CORPORATION FOR A NON-FOR-PROFIT CORPORATION · CT · controlled entity
Directly controlled by MW HEALTHCARE INC
-
501(C)(3) · OPERATE MEMORY CARE AND ASSISTED LIVING FACILITIES FOR THE FRAIL ELDERLY · CT · controlled entity
Directly controlled by MW HEALTHCARE INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MARY WADE AT HOME LLC
TO PROVIDE NON-MEDICAL HOME CARE SERVICES TO SENIORS · CT
Directly controlled by THE MARY WADE HOME INCORPORATED
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202532259349302213
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