2024-08-12T12:52:23+00:00 2023-09-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2022-10-01 030352086 COPLEY WOODLANDS INC COPL 8022537200 125 THOMAS LANE STOWE VT 05672 Joseph Woodin CEO 8028888888 2024-08-12 true Brian Todd P00422601 4178658701 2022 2024-08-08 14:25:15Z JOSEPH WOODIN 125 THOMAS LANE STOWE VT 05672 1318012 false X WWW.COPLEYWOODLANDS.COM X 1996 VT TO PROVIDE A SAFE, INDEPENDENT HOUSING COMMUNITY FOR SENIORS. 7 5 42 7 22773 0 0 0 1169676 1311125 4191 6887 0 0 1173867 1318012 0 0 0 0 649197 683579 0 0 659518 711603 1308715 1395182 -134848 -77170 3496940 3410323 128418 118971 3368522 3291352 TO PROVIDE A SAFE, INDEPENDENT HOUSING COMMUNITY FOR SENIORS; SPECIFICALLY DESIGNED TO MEET THEIR UNIQUE NEEDS FOR WELLNESS, HAPPINESS AND SUPPORT AN INDEPENDENT LIFESTYLE. false false 1006320 1288352 PROVIDE HOUSING, MEALS AND ACTIVITIES FOR SENIOR CITIZENS IN CENTRAL VERMONT. IT HAS 40 UNITS, 34 OF WHICH ARE OCCUPIED, 6 OF WHICH ARE UNOCCUPIED RECEIVING UNOCCUPIED FEES, AND 0 ARE EMPTY AT 9/30/23. 1006320 true false false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 42 true true true false false false false false false false false false false false X 7 5 false false false false true true true true true false false true true true true true true false false false X ANGELA LAMELL 8028888222 528 WASHINGTON HIGHWAY MORRISVILLE VT 05661 CARL SZLACHETKA CHAIR 1.0 4.0 X X 0 0 0 JOSEPH WOODIN CEO 1.0 39.0 X X 0 611117 29046 ADI BARNETT TRUSTEE BEG 04/23 1.0 0.0 X 0 0 0 DEBORAH POMEROY TRUSTEE END 05/23 1.0 2.0 X 0 0 0 JIM GRANT TRUSTEE 1.0 0.0 X 0 0 0 MARGERY ADAMS TRUSTEE END 08/23 1.0 0.0 X 0 0 0 TANA LILIENTHAL TRUSTEE 1.0 0.0 X 0 0 0 WALTER FRAME TRUSTEE 1.0 2.0 X 0 0 0 WAYNE STOCKBRIDGE CHIEF ADMIN & HR OFFICER 1.0 39.0 X 0 198828 45650 JEFFREY HEBERT CFO 1.0 39.0 X 0 255919 11385 0 1065864 86081 0 false true false 0 0 SERVICE REVENUE 623990 1175378 1152605 22773 RENTAL INCOME 623990 135747 135747 0 0 0 0 1311125 6887 6887 0 0 0 0 0 0 0 0 0 1318012 1288352 22773 6887 518252 377308 140944 10100 7353 2747 114051 83034 31017 41176 29978 11198 12950 12950 137369 100010 37359 0 26479 19278 7201 143747 104653 39094 197916 144091 53825 159864 116387 43477 32296 23513 8783 LICENSES, DUES, SUBSCRIPTION 982 715 267 0 0 0 0 1395182 1006320 388862 0 453 767 996929 943272 0 0 22906 31294 0 0 0 0 0 0 23987 19141 35477 29290 2717522 330963 2417188 2386559 0 0 0 0 0 0 0 0 3496940 3410323 75858 76862 0 0 4402 3155 0 0 0 0 0 0 0 0 0 0 48158 38954 128418 118971 X 3368522 3291352 0 0 3368522 3291352 3496940 3410323 -77170 0 X true X false true false X 15200 15200 1213545 1231259 1249405 1155651 1288352 6138212 0 0 0 1213545 1231259 1264605 1155651 1288352 6153412 0 0 0 0 0 0 637987 716768 602610 668837 728443 3354645 637987 716768 602610 668837 728443 3354645 2798767 13921 13103 12722 4191 6887 50824 0 13921 13103 12722 4191 6887 50824 0 0 0 0 0 0 0 1227466 1244362 1277327 1159842 1295239 6204236 0.4511 0.4554 0.01 0.0089 X 510754 510754 2076121 285508 1790613 48660 22944 25716 81987 22511 59476 2386559 DEPOSITS 13886 DUE TO RELATED PARTY 25068 38954 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false false false false false false false false false JOSEPH WOODIN CEO 0 457333 0 0 0 153784 0 9379 0 19667 0 640163 0 0 WAYNE STOCKBRIDGE CHIEF ADMIN & HR OFFICER 0 195236 0 0 0 3592 0 8633 0 37017 0 244478 0 0 JEFFREY HEBERT CFO 0 244898 0 0 0 11020 0 9691 0 1694 0 267304 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COPLEY HOSPITAL, INC, A RELATED PARTY OF THE ORGANIZATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE RGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Form 990, Part V, Line 2a COMMON PAYMASTER COPLEY HOSPITAL, INC FILES ALL W-2S ON BEHALF OF COPLEY WOODLANDS. THE AMOUNT REPORTED ON LINE 2A REFLECTS THE NUMBER OF EMPLOYEES THAT WORK FOR COPLEY WOODLANDS. Form 990, Part VI, Line 6 7A & 7B - MEMBERS/STOCKHOLDERS COPLEY HEALTH SYSTEMS, INC., IS THE SOLE MEMBER OF THE CORPORATION. THE NUMBER OF DIRECTORS OF THE CORPORATION SHALL INCLUDE FOUR BOARD MEMBERS SELECTED BY COPLEY HEALTH SYSTEMS, INC., AND TWO RESIDENTS OF COPLEY WOODLANDS, WHICH THE RESIDENTS SHALL SELECT. SAID DIRECTORS SHALL SERVE UNLESS AND UNTIL REMOVED BY THE ENTITY WHICH SELECTED THEM. THE REGULAR TERM OF OFFICE FOR EACH RESIDENT BOARD MEMBER SHALL BE TWO YEARS. THE DIRECTORS SHALL HAVE THE GENERAL MANAGEMENT OF AND CONTROL OVER ALL PROPERTIES AND AFFAIRS OF THE CORPORATION AND SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE CORPORATION EXCEPT SUCH AS ARE EXPRESSLY CONFERRED UPON OR RESERVED TO THE MEMBERS BY LAW OR BY THE ARTICLES OF INCORPORATION OR BYLAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE REVIEWED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A COPY OF THE ORGANIZATION'S FORM 990 IS PROVIDED TO COPLEY HEALTH SYSTEMS' BOARD FOR REVIEW PRIOR TO SUBMISSION. CHSI IS 50% OWNER OF THE ORGANIZATION. A MEMBER OF THE CHSI IS ALSO A MEMBER OF THE WOODLANDS' BOARD. Form 990, Part VI, Line 12c Conflict of interest policy TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEWS OF COMPLIANCE WITH THIS POLICY AND ITS DISCLOSURE REQUIREMENTS WILL BE PERFORMED BY THE BOARD OF DIRECTORS. ALL CONCERNS RELATING TO THE EFFECTIVENESS OF THIS POLICY SHALL BE CONSIDERED BY THE BOARD WHEN BROUGHT TO THE ATTENTION OF ITS PRESIDENT OR MANAGING AGENT. ADDITIONALLY, THE BOARD SHALL ANNUALLY REVIEW THE STATEMENTS AND SURVEYS COMPLETED BY INTERESTED PERSONS AND SHALL MAINTAIN A LIST OF INDIVIDUALS WHO MAY BE CONSIDERED DISQUALIFIED PERSONS UNDER IRS REGULATIONS. THE MANAGING AGENT SHALL REVIEW ARRANGEMENTS AND AGREEMENTS WITH VENDORS AND OTHER SUCH TRANSACTIONS TO MAKE SURE THAT THEY ARE REASONABLE, ARE A RESULT OF ARMS-LENGTH BARGAINING AND DO NOT RESULT IN INURNMENT OR IMPERMISSIBLE PRIVATE BENEFIT. THE MANAGING AGENT SHALL REPORT THE RESULTS OF ITS REVIEWS ANNUALLY TO THE BOARD. THE MANAGING AGENT OF THE CORPORATION SHALL REVIEW ANY POTENTIAL CONFLICT OF INTEREST WHICH INVOLVES AN INTERESTED PERSON WHO IS NOT A DIRECTOR OR OFFICER OF THE CORPORATION. THE MANAGING AGENT SHALL REPORT THE RESULTS OF ITS REVIEWS ANNUALLY TO THE BOARD OF DIRECTORS. IN CONDUCTING THE PERIODIC REVIEWS, THE CORPORATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE BOARD OF ITS RESPONSIBILITY FOR ENSURING THAT PERIODIC REVIEWS ARE CONDUCTED. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND MATRIX ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE SUMMARIZED IN AN ANNUAL REPORT THAT IS AVAILABLE TO THE PUBLIC. THE HOSPITAL ALSO SUBMITS BOTH THEIR BUDGET AND ACTUAL FINANCIAL INFORMATION TO THE STATE OF VERMONT'S DEPARTMENT OF FINANCIAL REGULATION. COPLEY HOSPITAL INC 528 WASHINGTON HIGHWAY MORRISVILLE VT 05661 030179423 HOSPITAL VT 501(c)(3) 3 CHSI false LAMOILLE HOUSING CORPORATION 528 WASHINGTON HIGHWAY MORRISVILLE VT 05661 030270255 HUD HOUSING VT 501(c)(3) 10 CHSI false COPLEY HEALTH SYSTEMS INC 528 WASHINGTON HIGHWAY MORRISVILLE VT 05661 030301457 SUPPORT VT 501(c)(3) Type II NA false HEALTH CENTER BUILDING 528 WASHINGTON HIGHWAY MORRISVILLE VT 05661 030220357 BUILDING RENTAL VT CHSI C Corporation false false false false false false false false false false true false false false false true true false false false