2025-08-15T11:39:36-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-10-01 060685115 NOTRE DAME CONVALESCENT HOMES INC NOTR 2038475893 76 WEST ROCKS ROAD NORWALK CT 06851 SISTER MARIE LUCIE MONAST VICE PRESIDENT 2038475893 2025-08-14 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2025-08-14 2023 2025-03-06 01:10:19Z NOTRE DAME HEALTH AND REHABILITATION CENTER SISTER MARIE LUCIE MONAST 76 WEST ROCKS ROAD NORWALK CT 06851 9420529 0 X WWW.NDHREHAB.ORG X 1952 CT TO PROVIDE SKILLED NURSING SERVICES TO THE MEDICALLY FRAIL ELDERLY. 4 2 108 25 0 0 243171 192931 6912936 7476348 42545 48763 1369 661 7200021 7718703 0 0 0 0 4068600 4912335 0 0 0 3893445 3312102 7962045 8224437 -762024 -505734 4159478 3809682 1077902 1089963 3081576 2719719 TO PROVIDE SKILLED NURSING SERVICES TO THE MEDICALLY FRAIL ELDERLY. 0 0 7101116 7476348 NOTRE DAME CONVALESCENT HOME'S SOLE ACTIVITY RELATES TO THE CARE AND NURSING OF THE AGED. ALL EXPENSES ARE ATTRIBUTED TO THIS SERVICE. 7101116 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 5 0 1 108 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 0 0 CT X NOTRE DAME CONVALESCENT HOMES INC 2038475893 76 WEST ROCKS ROAD NORWALK CT 06851 SISTER FRANCOIS GOLDER PRESIDENT 32.00 0.00 X X 44949 0 0 SISTER MARIE LUCIE MONAST VICE PRESIDENT 40.00 0.00 X X 85604 0 0 MARK SIMON TREASURER 2.00 0.00 X X 0 0 0 KENNETH ROMANO SECRETARY 2.00 0.00 X X 0 0 0 THERESA ESPERANCE DIRECTOR OF NURSING 40.00 0.00 X 122949 0 0 MARJORIE SIMPSON ADMINISTRATOR 40.00 0.00 X 109571 0 0 JINELLE ST LOUIS LPN 40.00 0.00 X 111122 0 0 474195 0 0 3 0 0 0 AAA NURSING CARE LLC 3303 MAIN ST STRATFORD CT 06614 NURSING STAFFING 399628 SP STAFFING SOLUTIONS 15 RIVER RD 15B WILTON CT 06897 NURSING STAFFING 196828 STRATEGIC NURSING SOLUTIONS 169 HATTERTOWN RD MONROE CT 06468 NURSING STAFFING 194624 JP AMERICAN STAFFING 1825 BARNUM AVE 302 STRATFORD CT 06614 NURSING STAFFING 134925 4 192931 192931 PATIENT CARE 623000 7476348 7476348 7476348 73381 73381 1677208 1701826 -24618 -24618 -24618 OTHER INCOME 900099 661 661 661 7718703 7476348 0 49424 X 138941 138941 4297807 3819902 477905 158054 141029 17025 317533 283330 34203 11883 11883 1325367 1171168 154199 2749 2749 112422 100334 12088 67726 67726 350653 294462 56191 1699 1699 125714 112173 13541 122261 109092 13169 PROVIDER USER FEE 385491 385491 SUPPLIES & SERVICES 339517 339517 PROVISION FOR BAD DEBT 254293 254293 FOOD PROVISION 203978 203978 8349 8349 8224437 7101116 1123321 0 670 122760 230723 152417 996237 1173674 42727 50484 5157215 4145244 1127705 1011971 1748694 1283319 12722 15057 4159478 3809682 988522 923453 12722 15057 76658 151453 1077902 1089963 X 3081576 2719719 3081576 2719719 4159478 3809682 -505734 143877 0 X X 0 1 X 1 0 X 136961 790577 1306875 243171 192931 2670515 6883833 5605610 5328103 6912936 7476348 32206830 7020794 6396187 6634978 7156107 7669279 34877345 0 370462 370462 370462 370462 34506883 45327 58139 87458 95700 73381 360005 45327 58139 87458 95700 73381 360005 832927 674 2335 1369 661 837966 7899048 6455000 6724771 7253176 7743321 36075316 0.95650 0.96640 0.01000 0.00970 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 832,927. 2020 AMOUNT: $ 674. 2021 AMOUNT: $ 2,335. 2022 AMOUNT: $ 1,369. 2023 AMOUNT: $ 661. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 36800 36800 3492994 2624199 868795 113952 99308 14644 1382168 1295469 86699 131301 126268 5033 1011971 DUE TO OTHERS 151453 151453 X 7850697 143877 143877 7706820 11883 11883 7718703 8212554 0 8212554 11883 11883 8224437 PART IV, LINE 2B: RESIDENT FUNDS REPRESENTS 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 FOLLOWING IS AN EXCERPT FROM NOTE 2 OF THE AUDITED FINANCIALS STATEMENTS: 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, 2024 AND 2023, 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 PENDING OR IN PROGRESS. FORM 990, ITEM C, DOING BUSINESS AS: NOTRE DAME HEALTH AND REHABILITATION CENTER 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. 2. 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. PER THE EMPLOYEE HANDBOOK SECTION 3.4, NOTRE DAME CONVALESCENT HOMES, INC. IS CONCERNED WITH CONFLICTS OF INTEREST THAT CREATE ACTUAL OR POTENTIAL JOB-RELATED CONCERNS, ESPECIALLY IN THE AREAS OF CONFIDENTIALITY, CUSTOMER RELATIONS, SAFETY, SECURITY, AND MORALE. IF THERE IS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN YOU AND A COMPETITOR, SUPPLIER, DISTRIBUTOR, OR CONTRACTOR TO THE COMPANY, YOU MUST DISCLOSE IT TO YOUR DEPARTMENT HEAD. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE COMPANY WILL TAKE SUCH STEPS AS IT DEEMS NECESSARY TO REDUCE OR ELIMINATE THIS CONFLICT." 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 NURSING SERVICES: PROGRAM SERVICE EXPENSES 628,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 628,060. OTHER RESIDENT SERVICES: PROGRAM SERVICE EXPENSES 404,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 404,830. DIETARY SERVICES: PROGRAM SERVICE EXPENSES 31,170. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,170. PLANT OPERATION & MAINTENANCE: PROGRAM SERVICE EXPENSES 107,108. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,108. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 154,199. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,199. FORM 990, PART XIII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ORGANIZATIONS INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.