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Nonprofiteer
← MULBERRY GARDENS AT SOUTHINGTON LLC

Form 990 for tax year 2024

Filed by MULBERRY GARDENS AT SOUTHINGTON LLC.

Totals

Total revenue
$7,463,293
Total expenses
$7,408,849
Contributions and grants received
$7,326
Grants paid
$0
Program service revenue
$7,455,740
Investment income
$0
Other revenue
$227
Total assets, end of year
$8,512,202
Total liabilities, end of year
$5,052,375
Net assets or fund balances, end of year
$3,459,827
Program services expenses (Part IX)
$6,145,002
Management and general expenses
$1,263,847
Fundraising expenses
$0
Program service expenses (Part III)
$6,145,002

Program services were 82.9% 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.

  • 1f · All other contributions, gifts and grants

    $7,326

  • 2a · Program service revenue: Patient Services

    total $7,455,740 · related or exempt $7,455,740

  • 11a · Other revenue: Other Miscellaneous In

    total $227 · excluded $227

  • 11e · Other revenue, total

    $227

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $3,973,053 · program services $3,444,953 · management and general $528,100

  • 8 · Pension plan contributions

    total $119,477 · program services $103,596 · management and general $15,881

  • 9 · Other employee benefits

    total $542,054 · program services $470,004 · management and general $72,050

  • 10 · Payroll taxes

    total $289,948 · program services $251,408 · management and general $38,540

  • 11g · Fees: other

    total $14,535 · program services $14,535

  • 12 · Advertising and promotion

    total $14,080 · program services $156 · management and general $13,924

  • 13 · Office expenses

    total $96,617 · program services $42,834 · management and general $53,783

  • 14 · Information technology

    total $162,809 · program services $105,826 · management and general $56,983

  • 16 · Occupancy

    total $502,241 · program services $302,456 · management and general $199,785

  • 17 · Travel

    total $305 · program services $305

  • 19 · Conferences, conventions and meetings

    total $2,450 · management and general $2,450

  • 20 · Interest

    total $196,823 · program services $129,903 · management and general $66,920

  • 21 · Payments to affiliates

    total $207,940 · program services $87,335 · management and general $120,605

  • 22 · Depreciation, depletion and amortization

    total $236,002 · program services $193,888 · management and general $42,114

  • 23 · Insurance

    total $60,415 · program services $60,415

  • 24a · Other expenses: Purchased Services

    total $630,594 · program services $596,277 · management and general $34,317

  • 24b · Other expenses: Repairs & Maintentance

    total $280,108 · program services $271,344 · management and general $8,764

  • 24c · Other expenses: Medical Supplies

    total $60,168 · program services $60,168

  • 24d · Other expenses: Dues Subs and Licenses

    total $19,230 · program services $9,599 · management and general $9,631

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,746 · end of year $3,896

  • 4 · Accounts receivable

    beginning of year $94,241 · end of year $132,983

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,309 · end of year $33,113

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

    $8,446,088

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

    $3,604,191

  • 10c · Land, buildings and equipment, net

    beginning of year $5,042,049 · end of year $4,841,897

  • 15 · Other assets

    beginning of year $3,269,948 · end of year $3,500,313

  • 17 · Accounts payable and accrued expenses

    beginning of year $720,887 · end of year $672,885

  • 19 · Deferred revenue

    beginning of year $35,026 · end of year $27,709

  • 25 · Other liabilities

    beginning of year $4,419,183 · end of year $4,351,781

  • 27 · Net assets without donor restrictions

    beginning of year $3,276,197 · end of year $3,459,827

Mission and programs · 2024

Mission

None

Activities or mission (Part I)

Assisted living facility and adult day care services.

  • Mulberry Gardens is a 95 apartment senior living community. The assisted living program is designed to promote the independence and dignity of seniors by providing assistance with activities of daily living. These activities include: bathing, dressing, ambulating and medication reminders in a residential setting. Other services include weekly housekeeping, meals, health promotion, exercise programs, cultural, educational and social activities. Mulberry Gardens also offers Adult Day Care services.

    Expenses $6,145,002 · Revenue $7,455,740

As filed on the 2024 return.

Listed in Part VII

  • Chibueze Agba

    Director, President & Treasurer

    Total calculated
    $2,052,960
    From this org
    $0
    From related orgs
    $1,732,247
    Other
    $320,713
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,068,418 related
    Bonus
    $0 + $646,405 related
    Other
    $0 + $17,424 related
    Deferred
    $0 + $261,954 related
    Nontaxable benefits
    $0 + $58,759 related
    Filer's total
    $0 + $2,052,960 related

  • Bimal Patel

    Director & Secretary NEW

    Total calculated
    $1,693,030
    From this org
    $0
    From related orgs
    $1,617,571
    Other
    $75,459
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $911,697 related
    Bonus
    $0 + $499,149 related
    Other
    $0 + $206,725 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $51,309 related
    Filer's total
    $0 + $1,693,030 related

  • Rocco Orlando MD

    Director, Secretary (Thru 12/24)

    Total calculated
    $1,181,266
    From this org
    $0
    From related orgs
    $1,100,928
    Other
    $80,338
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $655,578 related
    Bonus
    $0 + $293,966 related
    Other
    $0 + $151,384 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $56,188 related
    Filer's total
    $0 + $1,181,266 related

  • MaryEllen Kosturko

    Director & Chair

    Total calculated
    $892,369
    From this org
    $0
    From related orgs
    $735,497
    Other
    $156,872
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,103 related
    Bonus
    $0 + $241,841 related
    Other
    $0 + $6,553 related
    Deferred
    $0 + $121,902 related
    Nontaxable benefits
    $0 + $34,970 related
    Filer's total
    $0 + $892,369 related

  • Eric Smullen

    Director, SVP, Community Network

    Total calculated
    $675,585
    From this org
    $0
    From related orgs
    $602,209
    Other
    $73,376
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,842 related
    Bonus
    $0 + $185,393 related
    Other
    $0 + $66,974 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $49,226 related
    Filer's total
    $0 + $675,585 related

  • David Baranik

    VP, Finance

    Total calculated
    $471,937
    From this org
    $0
    From related orgs
    $442,171
    Other
    $29,766
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,396 related
    Bonus
    $0 + $110,206 related
    Other
    $0 + $6,569 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $5,616 related
    Filer's total
    $0 + $471,937 related

  • Lisa Connolly

    VP, Community Living

    Total calculated
    $450,244
    From this org
    $0
    From related orgs
    $389,081
    Other
    $61,163
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,903 related
    Bonus
    $0 + $102,272 related
    Other
    $0 + $3,906 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $37,013 related
    Filer's total
    $0 + $450,244 related

  • Chris Carlin

    VP, Community Network

    Total calculated
    $412,688
    From this org
    $0
    From related orgs
    $345,193
    Other
    $67,495
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,152 related
    Bonus
    $0 + $91,206 related
    Other
    $0 + $835 related
    Deferred
    $0 + $23,961 related
    Nontaxable benefits
    $0 + $43,534 related
    Filer's total
    $0 + $412,688 related

  • Heather DePaolo

    VP, Human Resources

    Total calculated
    $385,503
    From this org
    $0
    From related orgs
    $336,130
    Other
    $49,373
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,602 related
    Bonus
    $0 + $86,691 related
    Other
    $0 + $837 related
    Deferred
    $0 + $22,962 related
    Nontaxable benefits
    $0 + $26,411 related
    Filer's total
    $0 + $385,503 related

  • Jacquelyn Gaulin

    Exec Dir Assisted Living

    Total calculated
    $190,091
    From this org
    $147,288
    From related orgs
    $0
    Other
    $42,803
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $128,402
    Bonus
    $18,777
    Other
    $109
    Deferred
    $5,572
    Nontaxable benefits
    $37,231
    Filer's total
    $190,091

  • Christina Ferraiolo

    Resident Care Nurse

    Total calculated
    $124,776
    From this org
    $116,488
    From related orgs
    $0
    Other
    $8,288
    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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 Mulberry Gardens of Southington, LLC, 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, Line 4b
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 Mulberry Gardens of Southington, LLC 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 contributions made before January 1, 2025, 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. Participants vest in contributions made after January 1, 2025 at the earlier of 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. 2024 SERP Accruals were made on behalf of the following individuals: Chibueze Agba $237,804 MaryEllen Kosturko $97,752 2024 SERP Payouts were made on behalf of the following individuals: Bimal Patel $90,405* Rocco Orlando $46,677* Eric Smullen $26,790* *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.

  • Advanced Medical Imaging of NW CT LLC

    Magnetic Resonance Imaging · CT

  • Ambulance Service of Manchester LLC

    Ambulatory Service · CT

  • Central Connecticut Endoscopy Center

    Endoscopy Services · CT

  • Connecticut Imaging Partners LLC

    Imaging Services · CT

  • Connecticut Orthopaedic Surgery Center LLC

    Surgery Services · CT

  • Connecticut Proton Therapy Center LLC

    Proton Therapy Services · CT

  • Constitution Surgery Center East LLC

    Surgery Services · CT

  • CT GI Endoscopy Center LLC ( Bloomfield)

    GI Services · CT

  • Glastonbury Endoscopy Center LLC

    Endoscopy Services · CT

  • Glastonbury Surgery Center LLC

    Surgery Services · CT

  • Hartford-Middlesex Clinical System LLC

    Affiliate Support Services · CT

  • HHC Hartford Surgery Center LLC

    Surgery Services · CT

  • HHC Southington Surgery Center LLC

    Surgery Services · CT

  • Hartford HealthCare-GoHealth Urgent Care LLC

    Urgent Care Services · DE

  • New Britain MRI Limited Partnership

    Magnetic Resonance Imaging · CT

  • Rocky Hill Surgery Center LLC

    Surgery Services · CT

  • The Endoscopy Center of Northwest Connecticut LLC

    Endoscopy Services · CT

  • Virtual Service Line MSO LLC

    Virtual Primary Care Services · DE

  • Wallingford Endoscopy Center LLC

    Endoscopy Services · CT

Related corporations and trusts

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

  • Aetna Ambulance Service Inc

    C · Ambulance Services · CT · controlled entity

  • American Ambulance Services Inc

    S · Ambulance Services · CT · controlled entity

  • American Professional Educational Services Inc

    S · Educational Services · CT · controlled entity

  • Backus Medical Center Condo Assoc Inc

    C · Condo Association · CT · controlled entity

  • CenConn Services Inc

    C · Billing Services · CT · controlled entity

  • ConnCare Inc

    C · Health Care Services · CT · controlled entity

  • HHMOB Corporation

    C · Real Estate & Parking · CT · controlled entity

  • Hartford HealthCare Indemnity Services Ltd

    C · Captive Insurance · BD · controlled entity

  • Hunter's Ambulance Service Inc

    S · Ambulance Services · CT · controlled entity

  • Meriden Imaging Center Inc

    S · Imaging · CT · controlled entity

  • Metro Wheelchair Service Inc

    C · Wheelchair Services · CT · controlled entity

  • The Cancer Care Fund Of The Litchfield Hills Inc

    C · Cancer Care Fund · CT · controlled entity

  • Windham Professional Office Condo Assoc

    C · Condo Association · CT · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
12 August 2026
IRS schema version
2024v5.5
Source object
202622249349301417

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