2024-08-21T06:45:13-05:00 2023-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-01-01 455559338 WINTER GROVE INC WINT 2035624514 235 GRAND AVE 2ND FL NEW HAVEN CT 06513 TOM CRUESS EXECUTIVE DIRECTOR 2035624514 2024-08-20 1 1 JOLANTA TUCK CPA P01340068 9592007000 2024-08-14 2023 2024-08-08 14:25:15Z TOM CRUESS 235 GRAND AVE 2ND FL NEW HAVEN CT 06513 440150 0 X WWW.NEIGHBORWORKSNEWHORIZONS.COM X 2012 CT TO DEVELOP, OWN AND OPERATE PERMANENTLY AFFORDABLE QUALITY HOUSING FOR THE ELDERLY THAT BUILDS STRONG, HEALTHY AND VIBRANT COMMUNITIES THROUGH ACTIVE RESIDENT AND COMMUNITY PARTICIPATION AND LEADERSHIP. 4 4 0 4 0 0 0 0 409759 436281 2 265 40348 3604 450109 440150 0 0 0 0 0 0 0 0 0 743769 809701 743769 809701 -293660 -369551 6654027 6376233 122543 214300 6531484 6161933 TO DEVELOP, OWN AND OPERATE PERMANENTLY AFFORDABLE QUALITY HOUSING FOR THE ELDERLY THAT BUILDS STRONG, HEALTHY AND VIBRANT COMMUNITIES THROUGH ACTIVE RESIDENT AND COMMUNITY PARTICIPATION AND LEADERSHIP. 0 0 767808 439885 WINTERGROVE, INC. IS A 40 UNIT HUD 202 PROJECT FOR AFFORDABLE ELDERLY HOUSING LOCATED IN SOUTHINGTON, CONNECTICUT. 767808 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 1 1 0 0 0 X ARLENE LAWRENCE 2035624514 235 GRAND AVE 2ND FL NEW HAVEN CT 06513 CHRIS CANNA TREASURER 0.50 0.50 X X 0 0 0 DARA GIBBS SECRETARY 0.50 0.50 X X 0 0 0 HEWAD HEMAT PRESIDENT/CHAIR 0.50 0.50 X X 0 0 0 ROMULO SAMANIEGO VICE PRESIDENT 0.50 0.50 X X 0 0 0 ARLENE LAWRENCE CHIEF FINANCIAL OFFICER 0.50 40.00 X 0 96308 10289 THOMAS CRUESS PRESIDENT/CEO 0.50 40.00 X 0 110000 81 0 206308 10370 0 0 0 0 0 RENTAL INCOME 532000 436281 436281 436281 265 265 LAUNDRY & VENDING 532000 3604 3604 3604 440150 439885 0 265 162081 134889 27192 14701 14701 5390 5390 16168 16168 210937 210937 786 786 2 2 298861 298861 REPAIRS & MAINTENANCE 92039 92039 SECURITY 8736 8736 809701 767808 41893 0 83870 16745 9918 9918 2012 6841 6513 46402 8939102 2901550 6319128 6037552 232586 258775 6654027 6376233 100665 186682 8827 8548 12205 15647 846 3423 122543 214300 X -1959516 -2329067 8491000 8491000 6531484 6161933 6654027 6376233 -369551 0 X 0 1 X 1 1 1 X 14208 14208 412719 408772 414491 409759 436281 2082022 412719 422980 414491 409759 436281 2096230 0 0 0 2096230 26 22 20 2 265 335 26 22 20 2 265 335 954 4799 4598 40348 3604 54303 413699 427801 419109 450109 440150 2150868 0.97460 0.97450 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING - 2019 AMOUNT: $ 954. 2020 AMOUNT: $ 4,694. 2021 AMOUNT: $ 4,294. 2022 AMOUNT: $ 3,759. 2023 AMOUNT: $ 3,604. MISCELLANEOUS - 2020 AMOUNT: $ 105. 2021 AMOUNT: $ 304. 2022 AMOUNT: $ 36,474. APPLICATION FEES - 2022 AMOUNT: $ 40. TENANT CHARGES - 2022 AMOUNT: $ 75. 0 1 X 864006 864006 7145468 2242210 4903258 592833 322545 270288 336795 336795 0 6037552 DUE TO RELATED PARTIES 3423 3423 X 440150 0 440150 0 440150 809701 0 809701 0 809701 PART IV, LINE 2B: TENANT SECURITY DEPOSITS PART X, LINE 2: DUE TO ITS TAX-EXEMPT STATUS, THE CORPORATION IS NOT SUBJECT TO INCOME TAXES. THE CORPORATION IS REQUIRED TO FILE AND DOES FILE INFORMATION RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE CORPORATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INFORMATION RETURNS FILED BY THE CORPORATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INFORMATION RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2020 REMAIN OPEN. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THE CORPORATION SHALL, AT ALL TIMES, BE LIMITED TO INDIVIDUALS WHO ARE EITHER MEMBERS OF THE BOARD OF DIRECTORS OF MUTUAL HOUSING ASSOCIATION OF SOUTH CENTRAL CONNECTICUT, INC. D/B/A NEIGHBORWORKS NEW HORIZONS (MHA), OR NON-MEMBERS WHO HAVE THE APPROVAL OF THE BOARD OF DIRECTORS OF MBA. IN THE EVENT THAT A DIRECTOR OF THE CORPORATION CEASES TO BE A MEMBER OF THE BOARD OF DIRECTORS OF MHA OR, IF THE AFORESAID APPROVAL IS WITHDRAWN, THEN, IN EITHER EVENT, SUCH SHALL CONSTITUTE AUTOMATIC RESIGNATION AS A DIRECTOR OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE DIRECTORS OF THE CORPORATION SHALL, AT ALL TIMES, BE LIMITED TO INDIVIDUALS WHO ARE EITHER MEMBERS OF THE BOARD OF DIRECTORS OF MUTUAL HOUSING ASSOCIATION OF SOUTH CENTRAL CONNECTICUT, INC. D/B/A NEIGHBORWORKS NEW HORIZONS (MHA), OR NON-MEMBERS WHO HAVE THE APPROVAL OF THE BOARD OF DIRECTORS OF MBA. IN THE EVENT THAT A DIRECTOR OF THE CORPORATION CEASES TO BE A MEMBER OF THE BOARD OF DIRECTORS OF MHA OR, IF THE AFORESAID APPROVAL IS WITHDRAWN, THEN, IN EITHER EVENT, SUCH SHALL CONSTITUTE AUTOMATIC RESIGNATION AS A DIRECTOR OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE TAKEN FOR ALL BOARD OF DIRECTORS MEETINGS AND ARE REVIEWED AND APPROVED AT THE NEXT MEETING. AUTHORIZED COMMITTEES OF THE BOARD OF DIRECTORS REPORT TO AND MAKE PRESENTATIONS AT THE BOARD OF DIRECTOR MEETINGS OF THEIR RECOMMENDATIONS OR RESULTS OF THEIR MEETINGS THAT ARE RECORDED IN THE BOARD OF DIRECTORS MEETINGS. IF A COMMITTEE RECOMMENDS THAT AN ACTION SHOULD BE TAKEN, THE BOARD OF DIRECTORS VOTES IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS WHETHER TO APPROVE OR NOT TO APPROVE THE RECOMMENDATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE PRESIDENT, TREASURER, EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE PRIOR TO FILING. A COPY OF THE FORM IS SUBSEQUENTLY MADE AVAILABLE AT A SUBSEQUENT BOARD OF DIRECTORS MEETING FOR MEMBERS OF THE BOARD TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN YEARLY CONFLICT OF INTEREST STATEMENTS AND RECUSE THEMSELVES FROM VOTING IF THERE IS A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS PAID BY MUTUAL HOUSING OF SOUTH CENTRAL CONNECTICUT, INC. (MHA). THE BOARD OF DIRECTORS OF MHA REVIEWS INDUSTRY STANDARDS AND PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE SCANNED AND MAINTAINED ON THE ORGANIZATION'S SERVER; COPIES PROVIDED UPON REQUEST. 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