2025-07-28T13:41:23-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-10-01 061073286 POMPERAUG WOODS INC POMP 2032626555 80 HERITAGE ROAD SOUTHBURY CT 06488 VICKI GYBA EXECUTIVE DIRECTOR 2032626555 2025-07-25 1 0 ALEXANDRA SPIELVOGEL P02040631 8602316628 2025-07-25 2023 2025-03-06 01:10:19Z VICKI GYBA 80 HERITAGE ROAD SOUTHBURY CT 06488 15109513 0 X WWW.POMPERAUGWOODS.COM X 1988 CT POMPERAUG WOODS IS A NONPROFIT LIFECARE CONTINUING CARE RETIREMENT COMMUNITY FOR INDIVIDUALS AGED 62 AND OVER CONSISTING OF 130 INDEPENDENT LIVING APARTMENTS, 16 MEMORY CARE BEDS, AND 37 SKILLED NURSING BEDS. SERVICES PROVIDED INCLUDE MEDICAL CARE, ASSISTANCE IN LIVING SERVICES, FOOD, LAUNDRY AND CLEANING. 7 7 259 55 0 0 811 958 13172526 14771909 72056 172381 35723 136542 13281116 15081790 0 0 0 0 7456047 8058806 0 0 0 6448784 6660423 13904831 14719229 -623715 362561 20881307 22725075 34949052 36423036 -14067745 -13697961 TO PROVIDE CONTINUOUS CARE FOR RETIRED PEOPLE WITH A FULL CONTINUUM OF HEALTH CARE SERVICES. 0 0 11405755 14804813 POMPERAUG WOODS IS A CONTINUING CARE RETIREMENT COMMUNITY CONSISTING OF 130 LIVING UNITS, 16 MEMORY CARE BEDS, AND 37 NURSING BEDS. SERVICES PROVIDED INCLUDED MEDICAL CARE, FOOD, CLEANING AND LAUNDRY. 11405755 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 92 0 1 259 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELISSA SPITZ 2032626555 80 HERITAGE RD SOUTHBURY CT 06488 KEVIN MOSHIER EXECUTIVE DIRECTOR (UNTIL 4/24) 40.00 X 0 0 0 CATHERINE PETERSON NURSING DIRECTOR 40.00 X 124014 0 35687 LANA SMOLITSKY FINANCE DIRECTOR 40.00 X 153680 0 4145 JANEL BEARD CLINICAL LIAISON/SNF ADMISSIONS 40.00 X 122599 0 19607 DENNIS FITZGERALD NURSING DIRECTOR 40.00 X 137607 0 2751 VICKI GYBA ASST. EX DIR/EXEC DIR AS OF 8/24 40.00 X 0 0 0 AKINKUNLE AKINWUSI RN MANAGER 40.00 X 110256 0 4009 MATTHEW MIHALCIK PRESIDENT 1.00 X X 0 0 0 JANET WALKER CO-VICE PRESIDENT (UNTIL 7/24) 1.00 X X 0 0 0 JANE C CONNERY CO-VICE PRESIDENT 1.00 X X 0 0 0 KEVIN HELLRIEGEL SECRETARY 1.00 X X 0 0 0 LISA WNUCK TREASURER 1.00 X X 0 0 0 CHRISTINE EDELSON DIRECTOR 1.00 X 0 0 0 HELENA JEDLINSKY PRES. TO 01/24, DIRECTOR FROM 01/24 1.00 X 0 0 0 DOUGLAS KENYON DIRECTOR (UNTIL 7/24) 1.00 X 0 0 0 ANTONIO VAS DIRECTOR 1.00 X 0 0 0 648156 0 66199 5 0 1 0 LCS HOLDING COMPANY LLC 400 LOCUS ST DES MOINES IA 50309 MANAGEMENT, IT, CONSULTING 765888 HEALTHPRO HERITAGE LLC PO BOX 69268 BALTIMORE MD 21264 PHYSICAL, OCCUPATIONAL, SPEECH THERAPY 436545 THE NATURE'S EDGE LLC 54 DORMAN RD OXFORD CT 06478 LANDSCAPING, SNOW REMOVAL 155970 KP STANGO BUILDING AND REMODELING 43 HUNGERFORD AVE WATERTOWN CT 06779 APARTMENT RENOVATIONS 150870 4 958 958 RESIDENT SERVICE REVENUE 623000 9482406 9482406 HEALTH CENTER FEES 623000 4088675 4088675 AMORTIZATION OF ENTRANCE FEES 623000 1200828 1200828 14771909 197604 197604 2500 27723 -25223 -25223 -25223 17190 0 17190 17190 LIGHTING REBATE 900099 86448 86448 MISC. REVENUE 623000 32904 32904 119352 15081790 14804813 0 276019 438634 438634 6286391 5411200 875191 57655 57655 790669 754316 36353 485457 415454 70003 606114 11607 594507 31907 31907 51469 51469 65068 65068 609068 65242 543826 392995 169291 223704 82086 82086 910905 910905 64671 64671 1521480 1513873 7607 267577 90932 176645 FOOD & SUPPLIES 845521 707938 137583 THERAPY 430447 430447 ANCILLARIES & OTHER 303247 274340 28907 REAL ESTATE TAXES 301847 301273 574 176021 161543 14478 14719229 11405755 3313474 0 2200 2336 4982407 6983173 1373255 1299700 67936 53985 378317 394929 45454724 31609441 13942478 13845283 134714 145669 20881307 22725075 1035234 956554 6681139 7068523 1698614 1954753 25534065 26443206 34949052 36423036 X -14187744 -13818204 119999 120243 -14067745 -13697961 20881307 22725075 362561 7223 0 X 0 1 X 1 0 X 1428223 376643 54104 811 958 1860739 11642579 10551985 12111711 13193349 14804813 62304437 14294 22430 16854 14900 17190 85668 13085096 10951058 12182669 13209060 14822961 64250844 53859 53859 245500 201084 179344 625928 245500 201084 233203 679787 63571057 25257 3340 23056 103706 197604 352963 25257 3340 23056 103706 197604 352963 102057 86448 188505 13110353 10954398 12307782 13312766 15107013 64792312 0.98120 0.98740 0.00540 0.00370 X 962264 962264 37029992 26104082 10925910 4041679 3004824 1036855 3420789 2500535 920254 13845283 ENTRANCE FEE REFUNDS PAYABLE 26438773 CAPITAL LEASE 4433 26443206 15089013 7223 7223 15081790 0 15081790 14719229 0 14719229 0 14719229 X X 0 0 0 1 0 1 0 1 0 CATHERINE PETERSON NURSING DIRECTOR 118261 0 5753 0 0 0 2227 0 33460 0 159701 0 0 0 LANA SMOLITSKY FINANCE DIRECTOR 146680 0 7000 0 0 0 3064 0 1081 0 157825 0 0 0 PART I, LINE 5 SOME BONUSES WERE CONTINGENT ON OCCUPANCY AND THEREFORE NET EARNINGS. PART I, LINE 6 SOME BONUSES WERE CONTINGENT ON OCCUPANCY AND THEREFORE NET EARNINGS. PART I, LINE 7 SOME OF THE EMPLOYEES OF THE ORGANIZATION RECEIVE DISCRETIONARY BONUSES BASED ON PERFORMANCE AND DEPARTMENT SPECIFIC GOALS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY APPOINT NOT MORE THAN SEVEN DIRECTORS, INCLUDING THE PRESIDENT AND VICE PRESIDENT TO SERVE AS AN EXECUTIVE COMMITTEE, WHICH COMMITTEE SHALL HAVE ALL OF THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZED LIFE CARE SERVICES, LLC TO SUPERVISE OPERATIONS OF THE FACILITY. THE EXECUTIVE DIRECTORS OF POMPERAUG WOODS, KEVIN MOSHIER THROUGH APRIL 2024 AND VICKI GYBA AS OF AUGUST 2024, ARE EMPLOYEES OF LIFE CARE SERVICES, LLC. DURING CALENDAR YEAR 2023, KEVIN RECEIVED $230,623 OF REPORTABLE COMPENSATION, $3,694 OF DEFERRED COMPENSATION AND $26,942 OF NONTAXABLE BENEFITS FROM LIFE CARE SERVICES, LLC FOR PROVIDING MANAGEMENT SERVICES TO POMPERAUG WOODS. DURING CALENDAR YEAR 2023, VICKI RECEIVED $109,400 OF REPORTABLE COMPENSATION, $2,185 OF DEFERRED COMPENSATION AND $17,015 OF NONTAXABLE BENEFITS FROM LIFE CARE SERVICES, LLC FOR PROVIDING MANAGEMENT SERVICES TO POMPERAUG WOODS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE VICE PRESIDENT OF THE BOARD AND THE FINANCE MEMBER OF THE BOARD, BEFORE FILING. THE ORGANIZATION WILL PROVIDE A COMPLETE COPY OF FORM 990 TO ALL VOTING MEMBERS PRIOR TO AND AFTER FILING FORM 990. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS SIGNED OFF BY EACH OFFICER AND EACH BOARD MEMBER ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LIFE CARE SERVICES, LLC, (LCS) WHICH PROVIDES MANAGEMENT SERVICES TO POMPERAUG WOODS. THE COMPENSATION OF THE FINANCE DIRECTOR IS DETERMINED BY THE EXECUTIVE DIRECTOR USING COMPARABLE DATA, AND IS APPROVED BY THE PRESIDENT OF THE BOARD. LCS REVIEWS COMPENSATION ON A NATIONAL LEVEL USING A THIRD PARTY SURVEY. INCREASES ARE REVIEWED BY THE DIRECTOR OF OPERATIONS, LCS HR AND THE EXECUTIVE OFFICERS OF LCS FOR APPROVAL. POMPERAUG WOODS DOES A COMPENSATION AND HOUR REVIEW ANNUALLY AND USES A THIRD PARTY COMPENSATION AND HOUR SURVEY TO COMPARE COMPENSATION. ALL INCREASES ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD APPROVES COMPENSATION AND ADJUSTMENTS FOR INDIVIDUALS ANNUALLY WITH THE ANNUAL BUDGET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.