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Nonprofiteer
← THE MARY WADE HOME INCORPORATED

Form 990 for tax year 2022

Filed by THE MARY WADE HOME INCORPORATED.

Totals

Total revenue
$17,442,203
Total expenses
$17,865,966
Contributions and grants received
$2,522,818
Grants paid
$0
Program service revenue
$14,900,064
Investment income
$8,973
Other revenue
$10,348
Total assets, end of year
$49,981,461
Total liabilities, end of year
$50,435,335
Net assets or fund balances, end of year
-$453,874
Program services expenses (Part IX)
$14,661,622
Management and general expenses
$2,893,090
Fundraising expenses
$311,254
Program service expenses (Part III)
$14,661,622

Program services were 82.1% 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.

  • 1d · Related organizations

    $450,000

  • 1e · Government grants (contributions)

    $1,991,447

  • 1f · All other contributions, gifts and grants

    $81,371

  • 2a · Program service revenue: SKILLED NURSING FACILITY

    total $12,022,312 · related or exempt $12,022,312

  • 2b · Program service revenue: RESIDENT CARE REVENUES

    total $2,258,484 · related or exempt $2,258,484

  • 2c · Program service revenue: ADULT DAY CARE REVENUES

    total $619,268 · related or exempt $619,268

  • 3 · Investment income

    total $6,530 · excluded $6,530

  • 6a · Gross rents

    real property $8,469

  • 6b · Less rental expenses

    real property $8,469

  • 6c · Rental income or loss

    real property $0

  • 7a · Gross sales of assets other than inventory

    securities $13,108

  • 7b · Less cost or other basis and sales expenses

    securities $10,665

  • 7c · Gain or loss

    securities $2,443

  • 7d · Net gain or loss

    total $2,443 · excluded $2,443

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $10,348 · related or exempt $10,348

  • 11e · Other revenue, total

    $10,348

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $450,976 · program services $26,776 · management and general $424,200

  • 6 · Compensation of disqualified persons

    total $84,540 · fundraising $84,540

  • 7 · Other salaries and wages

    total $8,874,884 · program services $7,648,356 · management and general $1,097,175 · fundraising $129,353

  • 8 · Pension plan contributions

    total $156,388 · program services $127,550 · management and general $25,798 · fundraising $3,040

  • 9 · Other employee benefits

    total $728,856 · program services $594,456 · management and general $120,234 · fundraising $14,166

  • 10 · Payroll taxes

    total $938,093 · program services $765,110 · management and general $154,750 · fundraising $18,233

  • 11b · Fees: legal

    total $20,471 · management and general $20,471

  • 11c · Fees: accounting

    total $68,553 · management and general $68,553

  • 11e · Fees: professional fundraising services

    total $39,600 · fundraising $39,600

  • 11f · Fees: investment management

    total $602 · management and general $602

  • 12 · Advertising and promotion

    total $37,316 · management and general $37,316

  • 13 · Office expenses

    total $319,267 · program services $87,550 · management and general $231,717

  • 14 · Information technology

    total $296,722 · program services $148,361 · management and general $148,361

  • 16 · Occupancy

    total $438,410 · program services $416,000 · management and general $22,410

  • 17 · Travel

    total $76,129 · program services $73,222 · management and general $2,907

  • 20 · Interest

    total $564,684 · program services $564,684

  • 22 · Depreciation, depletion and amortization

    total $525,129 · program services $484,329 · management and general $40,800

  • 23 · Insurance

    total $342,160 · program services $283,120 · management and general $53,419 · fundraising $5,621

  • 24a · Other expenses: PATIENT CARE

    total $1,646,810 · program services $1,646,810

  • 24b · Other expenses: CONSULTANTS & PURCHASED

    total $1,480,172 · program services $1,247,242 · management and general $216,229 · fundraising $16,701

  • 24c · Other expenses: PROVIDER TAX

    total $548,056 · program services $548,056

  • 24e · All other expenses

    total $228,148 · management and general $228,148

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $626,993 · end of year $166,801

  • 2 · Savings and temporary cash investments

    beginning of year $143,619 · end of year $155,682

  • 4 · Accounts receivable

    beginning of year $2,767,079 · end of year $1,887,975

  • 8 · Inventories for sale or use

    beginning of year $101,834 · end of year $75,233

  • 9 · Prepaid expenses and deferred charges

    beginning of year $206,414 · end of year $141,199

  • 10a · Land, buildings and equipment: cost or other basis

    $20,271,053

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,278,783

  • 10c · Land, buildings and equipment, net

    beginning of year $7,289,828 · end of year $6,992,270

  • 11 · Investments: publicly traded securities

    beginning of year $5,075,237 · end of year $5,137,421

  • 12 · Investments: other securities

    beginning of year $377,207 · end of year $383,317

  • 13 · Investments: program-related

    beginning of year $68,606 · end of year $68,606

  • 15 · Other assets

    beginning of year $38,583,418 · end of year $34,972,957

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,178,857 · end of year $2,358,804

  • 19 · Deferred revenue

    beginning of year $192,106 · end of year $314,485

  • 20 · Tax-exempt bond liabilities

    beginning of year $45,167,156 · end of year $42,500,000

  • 21 · Escrow or custodial account liability

    beginning of year $105,917 · end of year $117,344

  • 23 · Secured mortgages and notes payable

    beginning of year $3,450,621 · end of year $3,428,053

  • 25 · Other liabilities

    beginning of year $4,186,924 · end of year $1,716,649

  • 27 · Net assets without donor restrictions

    beginning of year -$152,298 · end of year -$579,555

  • 28 · Net assets with donor restrictions

    beginning of year $110,952 · end of year $125,681

Mission and programs · 2022

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 $11,302,051 · Revenue $12,032,660

  • 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 $2,261,552 · Revenue $2,258,484

  • 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 $1,098,019 · Revenue $619,268

As filed on the 2022 return.

Listed in Part VII

  • Joanne McGloin

    CHAIR

    Total calculated
    $0
    Hours/week
    0.4 + 3.6 related

  • Bruce Topolosky

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Barbara C Adams

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Jacqueline Henchel MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Mary Beth Canavan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Bernadette Digiulian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Marjorie Funk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Patricia A Ganun

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Alfred J Goldberg

    DIRECTOR (UNTIL 12/22)

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Rev Thomas Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Robert Kessler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • Brandon McFarlane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Michael Morand

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Nicholas R Nicholson Jr PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Michelle Lee Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Harold S Spitzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • Pamela Stanton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Len Suzio

    DIRECTOR (UNTIL 12/22)

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Brian E Wnek

    DIRECTOR (UNTIL 12/22)

    Total calculated
    $0
    Hours/week
    0.4 + 2 related

  • Steven Wolfson MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • David Hunter

    PRESIDENT & CEO

    Total calculated
    $351,518
    From this org
    $143,135
    From related orgs
    $158,201
    Other
    $50,182
    Hours/week
    19 + 21 related

    Schedule J breakdown matched by us

    Base
    $143,135 + $158,201 related
    Bonus
    $0
    Other
    $0
    Deferred
    $15,113 + $16,703 related
    Nontaxable benefits
    $8,724 + $9,642 related
    Filer's total
    $166,972 + $184,546 related

  • William Ginter

    CFO

    Total calculated
    $180,074
    From this org
    $98,178
    From related orgs
    $58,906
    Other
    $22,990
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $98,178 + $58,906 related
    Bonus
    $0
    Other
    $0
    Deferred
    $3,099 + $1,860 related
    Nontaxable benefits
    $11,269 + $6,762 related
    Filer's total
    $112,546 + $67,528 related

  • Douglas Melanson

    ADMINISTRATOR (UNTIL 11/22)

    Total calculated
    $166,510
    From this org
    $136,382
    From related orgs
    $0
    Other
    $30,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,382
    Bonus
    $0
    Other
    $0
    Deferred
    $4,360
    Nontaxable benefits
    $25,768
    Filer's total
    $166,510

  • Lisa Hottin

    VP OF ADVANCEMENT

    Total calculated
    $136,173
    From this org
    $126,738
    From related orgs
    $0
    Other
    $9,435
    Hours/week
    40

  • Kerren Ruffner

    DIRECTOR CLINICAL SERVICES

    Total calculated
    $144,969
    From this org
    $125,915
    From related orgs
    $0
    Other
    $19,054
    Hours/week
    40

  • Helen Hoilett

    C.N.A

    Total calculated
    $162,680
    From this org
    $149,455
    From related orgs
    $0
    Other
    $13,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,455
    Bonus
    $0
    Other
    $0
    Deferred
    $4,557
    Nontaxable benefits
    $8,668
    Filer's total
    $162,680

  • Veronica Deleon

    RN

    Total calculated
    $164,551
    From this org
    $141,721
    From related orgs
    $0
    Other
    $22,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,721
    Bonus
    $0
    Other
    $0
    Deferred
    $4,439
    Nontaxable benefits
    $18,391
    Filer's total
    $164,551

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.

  • MW HEALTHCARE INC

    501(C)(3) · OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE MARY WADE HOME, INC. · CT

  • MWH HOLDINGS INC

    501(C)(2) · TITLE HOLDING CORPORATION FOR A NON-FOR-PROFIT CORPORATION · CT · controlled entity

    Directly controlled by MW HEALTHCARE INC

  • MARY WADE RESIDENCE 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 MARY WADE HOME INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202402289349301670

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