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Nonprofiteer
← MULBERRY GARDENS AT SOUTHINGTON LLC

Form 990 for tax year 2023

Filed by MULBERRY GARDENS AT SOUTHINGTON LLC.

Totals

Total revenue
$7,139,698
Total expenses
$6,899,437
Contributions and grants received
$19,580
Grants paid
$0
Program service revenue
$7,119,751
Investment income
$0
Other revenue
$367
Total assets, end of year
$8,451,293
Total liabilities, end of year
$5,175,096
Net assets or fund balances, end of year
$3,276,197
Program services expenses (Part IX)
$5,585,328
Management and general expenses
$1,314,109
Fundraising expenses
$0
Program service expenses (Part III)
$5,585,328

Program services were 81.0% 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

    $19,580

  • 2a · Program service revenue: Patient Services

    total $7,119,751 · related or exempt $7,119,751

  • 11a · Other revenue: Other Miscellaneous In

    total $367 · excluded $367

  • 11e · Other revenue, total

    $367

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $3,747,346 · program services $3,208,616 · management and general $538,730

  • 8 · Pension plan contributions

    total $97,724 · program services $83,675 · management and general $14,049

  • 9 · Other employee benefits

    total $472,358 · program services $404,450 · management and general $67,908

  • 10 · Payroll taxes

    total $251,673 · program services $215,492 · management and general $36,181

  • 11g · Fees: other

    total $75,076 · program services $75,076

  • 12 · Advertising and promotion

    total $6,760 · program services $15 · management and general $6,745

  • 13 · Office expenses

    total $99,582 · program services $29,124 · management and general $70,458

  • 14 · Information technology

    total $147,443 · program services $147,443

  • 16 · Occupancy

    total $442,626 · program services $249,359 · management and general $193,267

  • 17 · Travel

    total $1,633 · management and general $1,633

  • 19 · Conferences, conventions and meetings

    total $3,790 · management and general $3,790

  • 20 · Interest

    total $63,673 · program services $22,286 · management and general $41,387

  • 21 · Payments to affiliates

    total $181,825 · management and general $181,825

  • 22 · Depreciation, depletion and amortization

    total $304,582 · program services $224,354 · management and general $80,228

  • 23 · Insurance

    total $54,299 · program services $54,299

  • 24a · Other expenses: Purchased Services

    total $624,873 · program services $575,138 · management and general $49,735

  • 24b · Other expenses: Repairs & Maintentance

    total $223,382 · program services $214,598 · management and general $8,784

  • 24c · Other expenses: Medical Supplies

    total $78,173 · program services $78,173

  • 24d · Other expenses: Dues Subs and Licenses

    total $22,619 · program services $3,230 · management and general $19,389

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2 · end of year $11,746

  • 4 · Accounts receivable

    beginning of year $67,422 · end of year $94,241

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,856 · end of year $33,309

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

    $8,414,767

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

    $3,372,718

  • 10c · Land, buildings and equipment, net

    beginning of year $5,326,953 · end of year $5,042,049

  • 15 · Other assets

    beginning of year $2,901,899 · end of year $3,269,948

  • 17 · Accounts payable and accrued expenses

    beginning of year $735,519 · end of year $720,887

  • 19 · Deferred revenue

    beginning of year $30,880 · end of year $35,026

  • 25 · Other liabilities

    beginning of year $4,535,490 · end of year $4,419,183

  • 27 · Net assets without donor restrictions

    beginning of year $3,029,243 · end of year $3,276,197

Mission and programs · 2023

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 $5,585,328 · Revenue $7,119,751

As filed on the 2023 return.

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

  • Jacquelyn Gaulin

    Exec Dir Assisted Living

    Total calculated
    $183,574
    From this org
    $147,085
    From related orgs
    $0
    Other
    $36,489
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $126,750
    Bonus
    $20,232
    Other
    $103
    Deferred
    $5,454
    Nontaxable benefits
    $31,035
    Filer's total
    $183,574

  • Rebecca Elliott

    Director Resident Care

    Total calculated
    $127,383
    From this org
    $101,652
    From related orgs
    $0
    Other
    $25,731
    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 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, 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 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 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.

  • Advanced Medical Imaging of NW CT LLC

    Magnetic Resonance Imaging · CT

  • Ambulance Service of Manchester LLC

    Ambulatory Service · CT

  • Central Connecticut Endoscopy Center

    Endoscopy Svcs · CT

  • Connecticut Imaging Partners LLC

    Imaging Services · CT

  • Connecticut Orthopaedic Surgery Center LLC

    Surgery Svcs · CT

  • Connecticut Proton Therapy Center LLC

    Proton Therapy Services · CT

  • Constitution Surgery Center East LLC

    Surgery Svcs · CT

  • CT GI Endoscopy Center LLC ( Bloomfield)

    GI Services · CT

  • Glastonbury Endoscopy Center LLC

    Endoscopy Svcs · CT

  • Glastonbury Surgery Center LLC

    Surgery Svcs · CT

  • Hartford-Middlesex Clinical System LLC

    Affiliate Support Services · CT

  • HHC Hartford Surgery Center LLC

    Surgery Svcs · CT

  • HHC Southington Surgery Center LLC

    Surgery Svcs · 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 Svcs · CT

  • The Endoscopy Center of Northwest Connecticut LLC

    Endoscopy Svcs · CT

  • Wallingford Endoscopy Center LLC

    Endoscopy Svcs · 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
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202522259349300207

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