2024-08-15T08:55:15-05:00 2023-09-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2022-10-01 060685115 NOTRE DAME CONVALESCENT HOMES INC NOTR 2038475893 76 WEST ROCKS ROAD NORWALK CT 06851 MARK SIMON TREASURER 2038475893 2024-08-14 1 1 MARY ANTONETTI P00431862 2037819600 2024-08-14 2022 2024-08-08 14:25:15Z NOTRE DAME HEALTH AND REHABILITATION CENTER MARK SIMON 76 WEST ROCKS ROAD NORWALK CT 06851 8164736 0 X WWW.NDHREHAB.ORG X 1952 CT TO PROVIDE SKILLED NURSING SERVICES TO THE MEDICALLY FRAIL ELDERLY. 3 3 107 30 0 0 1306875 243171 5328103 6912936 -6590 42545 2335 1369 6630723 7200021 0 0 0 0 3948417 4068600 0 0 0 3035606 3893445 6984023 7962045 -353300 -762024 4638503 4159478 840135 1077902 3798368 3081576 TO PROVIDE SKILLED NURSING SERVICES TO THE MEDICALLY FRAIL ELDERLY. 0 0 6850890 6914305 NOTRE DAME CONVALESCENT HOME'S SOLE ACTIVITY RELATES TO THE CARE AND NURSING OF THE AGED. ALL EXPENSES ARE ATTRIBUTED TO THIS SERVICE. 6850890 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 1 0 0 1 1 0 1 0 0 1 0 0 X NOTRE DAME CONVALESCENT HOMES INC 2038475893 76 WEST ROCKS ROAD NORWALK CT 06851 SISTER MARIE LUCIE MONAST VICE PRESIDENT & RESIDENT 40.00 X X 90192 0 8283 SISTER FRANCOIS GOLDER PRESIDENT & RESIDENT CARE 32.00 X X 41744 0 3589 MARK SIMON TREASURER 2.00 X X 0 0 0 MOTHER THERESE LEBRET MEMBER (DECEASED 4/19/23) 2.00 X 0 0 0 KENNETH ROMANO SECRETARY 2.00 X 0 0 0 JINELLE ST LOUIS LPN 56.00 X 111121 0 0 MARJORIE SIMPSON ADMINISTRATOR 40.00 X 109571 0 0 THERESA ESPERANCE DIRECTOR OF NURSING 40.00 X 120334 0 0 472962 0 11872 3 0 0 0 AAA NURSING AGENCY 3303 MAIN ST STRATFORD CT 06614 NURSING 399628 TRINITY REHAB 510 WASHINGTON AVE GLENDALE WV 26038 THERAPY 330862 STRATEGIC HEALTHCARE STAFFING 300 W MAIN ST SMITHTOWN NY 11787 NURSING 278078 ASTACHIO PLUMBING PO BOX 754 WILTON CT 07897 AIR CONDITIONING 237365 SP STAFFING 15 RIVER RD 15B WILTON CT 06897 NURSING 196937 11 243171 243171 PATIENT CARE 623000 6901443 6901443 OTHER PATIENT REVENUE 623000 11493 11493 6912936 95700 95700 911560 964715 -53155 -53155 -53155 OTHER INCOME 623000 1369 1369 1369 7200021 6914305 0 42545 X 145549 145549 3383761 2910925 472836 276871 237831 39040 262419 227127 35292 13065 13065 1990324 1838193 152131 7514 7514 116339 100693 15646 79819 79819 390168 293513 96655 2158 2158 137003 118578 18425 141053 122084 18969 PROVIDER TAX 363037 363037 RESIDENT SERVICES SUPPL 330051 330051 FOOD PROVISION 161100 161100 BAD DEBT 141909 141909 19905 51 19854 7962045 6850890 1111155 0 670 670 45214 230723 807183 0 1035227 996237 38298 42727 5147235 4019530 910488 1127705 1679579 1748694 121844 12722 4638503 4159478 642871 988522 13369 12722 183895 76658 840135 1077902 X 3689893 3081576 108475 0 3798368 3081576 4638503 4159478 X -762024 39707 5525 X X 0 1 X 1 0 X 18775 136961 790577 1306875 243171 2496359 6832044 6883833 5605610 5328103 6912936 31562526 6850819 7020794 6396187 6634978 7156107 34058885 0 0 0 34058885 56187 45327 58139 87458 95700 342811 56187 45327 58139 87458 95700 342811 2610 832927 674 2335 1369 839915 6909616 7899048 6455000 6724771 7253176 35241611 0.96640 0.96600 0.00970 0.00840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 36800 36800 3483014 2546616 936398 113952 97398 16554 1382168 1264348 117820 131301 111168 20133 1127705 DUE TO OTHERS 76658 76658 X 7232188 39707 5525 45232 7186956 13065 13065 7200021 7948980 0 7948980 13065 13065 7962045 PART IV, LINE 2B: RESIDENT FUNDS REPRESENT CASH HELD IN ESCROW ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS FROM THE STATE OF CONNECTICUT, AS WELL AS OTHER PATIENT FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. PART X, LINE 2: THE HOME IS A NOT-FOR-PROFIT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE HOME IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICAL INTEREST 5,525. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 13,065. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 13,065. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 5 MEMBERS OF NOTRE DAME CONVALESCENT HOMES, INC. CONSISTING OF THE FOLLOWING: 1. LOCAL SUPERIOR OF THE CONGREGATION OF THE SISTERS OF ST. THOMAS OF VILLANOVA AS LONG AS SHE HOLDS THAT OFFICE. 4. FOUR REMAINING MEMBERS HOLDING OFFICE FOR 2 YEARS UNTIL SUCCESSORS ARE APPOINTED. THEY MAY BE MEMBERS OF THE CONGREGATION, CLERGY OR LAY PERSONS AND APPOINTED BY THE SUPERIOR GENERAL OF THE CONGREGATION. THESE 5 MEMBERS ARE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE SUPERIOR GENERAL OF THE CONGREGATION OF THE SISTERS OF ST. THOMAS OF VILLANOVA APPOINTS 4 MEMBERS OF THE CORPORATION/BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS/BOARD OF DIRECTORS HAVE THE CONTROL AND GENERAL MANAGEMENT OF THE AFFAIRS, PROPERTY AND BUSINESS OF NOTRE DAME CONVALESCENT HOMES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS ELECTRONICALLY FOR REVIEW ANNUALLY. ONCE THE FORM 990 IS COMPLETED BY OUR AUDITORS, IT IS PRESENTED AT THE NEXT SCHEDULED BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CODE OF CONDUCT AND CORPORATE COMPLIANCE STATEMENTS WITH EACH EMPLOYEE UPON HIRE. THESE POLICIES ARE ALSO REVIEWED ANNUALLY WITH CURRENT STAFF. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE ADMINISTRATOR'S WORK PERFORMANCE ANNUALLY TO DETERMINE PROPER COMPENSATION. THE BOARD REVIEWS THE MARKETPLACE IN DETERMINING THE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, UPON REQUEST, AT ITS ADMINISTRATIVE OFFICES. FORM 990, PART IX, LINE 11G RESIDENT SERVICES -CONSULTANTS AND PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,838,193. MANAGEMENT AND GENERAL EXPENSES 152,131. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,990,324. FORM 990, PART IX, LINE 24E DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,854. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,854. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 51. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51. FORM 990, PART XI, LINE 9: BENEFICIAL INTEREST IN TRUST 5,525. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ORGANIZATION'S INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS.