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Nonprofiteer
← THE ORCHARDS AT SOUTHINGTON INC

Form 990 for tax year 2023

Filed by THE ORCHARDS AT SOUTHINGTON INC.

Totals

Total revenue
$5,715,752
Total expenses
$5,495,032
Contributions and grants received
$560
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$4,167,546
Management and general expenses
$1,327,486
Fundraising expenses
$0
Program service expenses (Part III)
$4,167,546

Program services were 75.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Chibueze Agba

    Director, President

    Total calculated
    $1,934,908
    From this org
    $0
    From related orgs
    $1,699,330
    Other
    $235,578
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,078,863 related
    Bonus
    $0 + $603,043 related
    Other
    $0 + $17,424 related
    Deferred
    $0 + $183,155 related
    Nontaxable benefits
    $0 + $52,423 related
    Filer's total
    $0 + $1,934,908 related

  • Tracy Church

    Director, Chair (Thru 04/2024)

    Total calculated
    $1,459,767
    From this org
    $0
    From related orgs
    $1,389,309
    Other
    $70,458
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $790,665 related
    Bonus
    $0 + $460,026 related
    Other
    $0 + $138,618 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $47,358 related
    Filer's total
    $0 + $1,459,767 related

  • Rocco Orlando MD

    Director, Secretary

    Total calculated
    $1,123,373
    From this org
    $0
    From related orgs
    $1,037,392
    Other
    $85,981
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $633,301 related
    Bonus
    $0 + $272,024 related
    Other
    $0 + $132,067 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $62,881 related
    Filer's total
    $0 + $1,123,373 related

  • MaryEllen Kosturko

    Director & Chair (eff 04/10/24)

    Total calculated
    $836,537
    From this org
    $0
    From related orgs
    $724,131
    Other
    $112,406
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,710 related
    Bonus
    $0 + $257,344 related
    Other
    $0 + $6,077 related
    Deferred
    $0 + $81,509 related
    Nontaxable benefits
    $0 + $30,897 related
    Filer's total
    $0 + $836,537 related

  • Eric Smullen

    Director

    Total calculated
    $727,676
    From this org
    $0
    From related orgs
    $655,388
    Other
    $72,288
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,210 related
    Bonus
    $0 + $174,814 related
    Other
    $0 + $145,364 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $49,188 related
    Filer's total
    $0 + $727,676 related

  • David Baranik

    VP, Finance

    Total calculated
    $455,393
    From this org
    $0
    From related orgs
    $427,149
    Other
    $28,244
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,745 related
    Bonus
    $0 + $114,513 related
    Other
    $0 + $6,891 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $5,144 related
    Filer's total
    $0 + $455,393 related

  • Laurie St John

    Former Key Empl; VP, Clinical Svcs

    Total calculated
    $432,538
    From this org
    $0
    From related orgs
    $409,528
    Other
    $23,010
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $137,040 related
    Bonus
    $0
    Other
    $0 + $272,488 related
    Deferred
    $0 + $9,838 related
    Nontaxable benefits
    $0 + $13,172 related
    Filer's total
    $0 + $432,538 related

  • Lisa Connolly

    VP, Community Network Services

    Total calculated
    $421,786
    From this org
    $0
    From related orgs
    $363,876
    Other
    $57,910
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,064 related
    Bonus
    $0 + $90,058 related
    Other
    $0 + $3,754 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $34,810 related
    Filer's total
    $0 + $421,786 related

  • Heather DePaolo

    VP, Human Resources

    Total calculated
    $352,750
    From this org
    $0
    From related orgs
    $313,932
    Other
    $38,818
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,959 related
    Bonus
    $0 + $78,216 related
    Other
    $0 + $757 related
    Deferred
    $0 + $21,829 related
    Nontaxable benefits
    $0 + $16,989 related
    Filer's total
    $0 + $352,750 related

  • LeaAnn Blanchard

    Exec Dir Assisted Living

    Total calculated
    $136,296
    From this org
    $122,167
    From related orgs
    $0
    Other
    $14,129
    Hours/week
    60

  • Sandra Ingriselli

    Dir Resident Care

    Total calculated
    $126,685
    From this org
    $111,821
    From related orgs
    $0
    Other
    $14,864
    Hours/week
    60

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
The Independent Executive Compensation Committee (Committee) of the Board of Directors of Hartford HealthCare on behalf of The Orchards at Southington hires an outside consultant, Human Resources and Compensation Consulting Practice of Gallagher, to determine best practices in governing executive compensation. Please refer to compensation narrative reported on Schedule O.
Part I, Lines 4a-b
In 2023, Laurie St. John (Former Key Employee) received a lump sum severance payment in the amount of $267,880. Hartford Healthcare Corporation, a related organization, maintains a 457(f) Supplemental Executive Retirement Plan (SERP). Participants include certain officers and key employees at the President & CEO, Executive Vice President and Senior Vice President levels that are reported by The Orchards at Southington on its Form 990, Part VII. Contributions are made by Hartford HealthCare Corporation to the plan based on a percentage of the participant's compensation. Participants vest in the plan at the earlier of reaching age 55 and having 5 years of service, death, disability, involuntary separation without reasonable cause, upon reaching age 65 or the occurrence of a change in control. Each participant ceases to be eligible for further contributions by Hartford Healthcare Corporation on the date of the participant's separation from service. Participants receive a one-time lump sum payment of the accumulated amount during the 30-day period following the participant's separation from service. 2023 SERP Accruals were made on behalf of the following individuals: Chibueze Agba $160,055 MaryEllen Kosturko $58,409 2023 SERP Payouts were made on behalf of the following individuals: Eric Smullen $91,900 Eric Smullen $43,933* Tracy Church $49,629* Rocco Orlando $27,820* *For these individuals, vesting occurred, causing taxable income. This portion of the vested amount was used to pay the associated tax liability. The remaining balance was deposited into the employee SERP account.
Part I, Line 7
Hartford HealthCare Corporation, a related organization, has a Compensation At Risk Plan that encourages and rewards achievements of significant functional goals. These goals contribute to the organization's strategic and financial direction. The plan utilizes market practice alignment to ensure competitive recruitment and retention. Awards are based on CEO and/or Hartford HealthCare Corporation's Compensation Committee discretionary assessment of overall organization performance and individual contribution to results.

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202502259349300205

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