2025-08-15T09:02:51-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-10-01 060866405 NEW SAMARITAN CORPORATION NEWS 2032034809 100 WARREN CIRCLE STORRS CT 06268 SABINE COX COMPTROLLER 2032034809 2025-08-14 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2025-08-14 2023 2025-03-06 01:10:19Z KELLY MCDERMOTT 100 WARREN CIRCLE STORRS CT 06268 11023717 0 X WWW.NEWSAM.ORG X 1970 CT TO PROVIDE QUALITY HOUSING AND HEALTH CARE FACILITIES FOR ALL PERSONS 11 11 113 12 0 0 16150 5800 7602839 10054375 544204 -1100686 13839 58923 8177032 9018412 0 500 0 0 7542458 5757776 0 0 0 2634204 5349422 10176662 11107698 -1999630 -2089286 7037380 3880097 1569682 429064 5467698 3451033 X NEW SAMARITAN CORPORATION ADVOCATES FOR HUMAN DIGNITY, PRIMARILY BY ENCOURAGING, PROVIDING, DEVELOPING AND MANAGING AFFORDABLE, ACCESSIBLE, SAFE, QUALITY HOUSING AND HEALTH CARE FACILITIES FOR ALL PERSONS. 0 1 8583935 500 10113298 NEW SAMARITAN CORPORATION (NSC) ADVOCATES FOR HUMAN DIGNITY PRIMARILY BY ENCOURAGING, PROVIDING AND DEVELOPING AFFORDABLE, ACCESSIBLE, HIGH-QUALITY HOUSING AND HEALTHCARE FACILITIES. NSC'S VALUES INCLUDE (1) EMPOWERMENT OF INDIVIDUALS AND COMMUNITIES, (2) SHARED AND TRANSPARENT DECISION MAKING, (3) IMAGINATIVE LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT, AND (4) ETHICAL BUSINESS PRACTICES. SINCE ITS FOUNDING IN 1970, NSC HAS PRIMARILY DEVELOPED CONNECTICUT HOUSING COMMUNITIES FOR ELDERLY AND DISABLED INDIVIDUALS, AS WELL AS LOW AND MODERATE INCOME FAMILIES. NSC HAS ALSO DEVELOPED HOUSING IN RHODE ISLAND AND MASSACHUSETTS. AS THE LARGEST NON-PROFIT PROVIDER OF ELDERLY HOUSING IN CT, NSC PROVIDES THOUSANDS OF HOUSING UNITS. NSC'S MOST RECENTLY DEVELOPED COMMUNITY IS LOCATED IN OLD SAYBROOK, CT AND PROVIDES 15 UNITS OF AFFORDABLE ELDERLY HOUSING TO THE COMMUNITY. FUTURE DEVELOPMENT PROJECTS ARE CONSIDERED BASED ON A VARIETY OF FACTORS, INCLUDING BUILDING COMMUNITIES "WHERE DIGNITY AND COMPASSION COME HOME." NSC RECENTLY BROKE GROUND ON A 22-UNIT ELDERLY HOUSING COMMUNITY IN HARTFORD, CT FINANCED BY HUD, STATE OF CONNECTICUT AND CITY OF HARTFORD. NSC ALSO OWNED AND OPERATED A 98-BED SKILLED NURSING FACILITY, MANSFIELD CENTER FOR NURSING AND REHABILITATION (MCNR) IN STORRS, CT. THE FACILITY WAS SOLD AS OF AUGUST 1, 2024. MCNR IS PART OF A LARGER CAMPUS OF SENIOR SERVICES THAT ARE SPONSORED BY NEW SAMARITAN OR OWNED AND MANAGED BY THE TOWN OF MANSFIELD. CONSEQUENTLY MANY OF MCNR'S RESIDENTS, PATIENTS AND VISITORS ARE NEIGHBORS. IN ORDER TO PROMOTE GOODWILL TOWARDS ITS NEIGHBORS, MCNR WORKS TO CREATE A MILIEU THAT NOT ONLY SUPPORTS THE RESIDENT BUT ALSO SUPPORTS THEIR FAMILY IN THE COMMUNITY. MCNR SEEKS TO PARTICIPATE IN PROGRAMS THAT FACILITATE HEALTH AND WELL BEING, IMPROVE INDEPENDENCE AND BUILD SOCIAL ACCOUNTABILITY. FOLLOWING ARE MCNR'S KEY PROGRAM ACCOMPLISHMENTS FOR THE 2020 FISCAL YEAR. I. RESIDENT SUPPORT AND NUTRITION: RESIDENT NUTRITION IS ENHANCED BY PARTICIPATION IN THIS PROGRAM, AND IT ALSO PROVIDES A COMFORTABLE SETTING FOR VISITING WITH FAMILY. THE MCNR COMMUNITY SUPPORT AND OUTREACH:(1) MCNR EMPLOYEES, VISITORS AND RESIDENTS HAVE SUPPORTED NUMEROUS COMMUNITY SERVICES AND EVENTS, INCLUDING MANY LISTED BELOW. SUPPORT INCLUDES ONGOING DONATION OF GOODS AND SERVICE TIME TO MULTIPLE ORGANIZATIONS LISTED BELOW.- ACCESS AGENCY EMERGENCY SHELTER OF WILLIMANTIC AND DANIELSON- STATE OF CT SOCIAL SERVICES EMERGENCY SERVICES- THE HOLY FAMILY SHELTER- NO FREEZE WILLIMANTIC- TEEG SENIOR OUTREACH- TRI TOWN SHELTER OF VERNON- CITY OF NORWICH NO FREEZE SHELTER- HAWKINS HOUSE- BATTERED WOMEN SAFE HOUSES OF NORTHEASTERN CT- HOME BOUND VETERANS- WILLIMANTIC SOUP KITCHEN- TOWN OF ASHFORD FOOD PROGRAM- DEPARTMENT OF FAMILY AND CHILDREN RESOURCES (2) MCNR PARTICIPATED IN SEVERAL COMMUNITY OUTREACH PROGRAMS DURINGTHE YEAR, INCLUDING THE FOLLOWING: C63- WINDING RIVER SENIOR HOUSING - PROVIDED PROGRAM INFORMATION- COVENTRY SENIOR CENTER - PROVIDED PROGRAM INFORMATION- TOLLAND SENIOR CENTER - PROVIDED PROGRAM INFORMATION- ASHFORD SENIOR CENTER - PROVIDED PROGRAM INFORMATION- MANSFIELD SENIOR CENTER - PROVIDED PROGRAM INFORMATION- MCNR FAMILY COUNCIL/COMMUNITY OUTREACH- PROVIDING MEDICARE PART D NAVIGATOR DIRECTION, ASSISTANCE(3) MCNR SUPPORTS STUDENTS IN THEIR HEALTHCARE EDUCATION AND CLINICAL ROTATIONS.AS A HEALTHCARE PROVIDER, MCNR SUPPORTS LOCAL SCHOOLS AND UNIVERSITIES TO HELP DEVELOP, SUPPORT, AND EDUCATE HEALTHCARE STUDENTS FROM MANY DISCIPLINES BY PROVIDING A FACILITY ORIENTATION AND CLINICAL ACCESS IN ORDER TO PROVIDE A COMPREHENSIVE CLINICAL EXPERIENCE. MCNR PROVIDES CONFERENCE ROOMS, EDUCATIONAL MATERIALS, EQUIPMENT, AND EXPERTISE OF OUR OWN STAFF TO ENHANCE THE STUDENT'S EXPERIENCE. IN ADDITION, MCNR PROVIDES "NURSE SHADOWING" OPPORTUNITIES FOR LOCAL HIGH SCHOOLS FOR STUDENTS WHO ARE CONSIDERING A CAREER PATH IN NURSING. MCNR AFFILIATED SCHOOLS INCLUDE: UNIVERSITY OF CONNECTICUT, NORWICH TECH, YALE SCHOOL OF NURSING, AND SETON HALL. STUDENTS IN NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, GERONTOLOGY, FAMILY STUDIES AND THERAPEUTIC RECREATION, SPEECH THERAPY AND AUDIOLOGY PROGRAMS PARTICIPATE IN VARIOUS SUPPORTIVE ACTIVITIES.(4) MCNR ALSO PARTICIPATED IN ADDITIONAL COMMUNITY OUTREACHACTIVITIES, INCLUDING:- MANSFIELD MOBILE LIBRARY - BOOKS FOR RESIDENTS AND MONTHLY PRESENTATIONS- UCONN HONOR SOCIETY - A PARTNERSHIP TO PROVIDE OPPORTUNITIES FOR COMMUNITY VOLUNTEERISM- UCONN GENERATIONS CONNECT - STUDENT AND RESIDENT PROGRAMMING- UCONN FRATERNITIES AND SORORITIES - WORK WITH THERAPEUTIC RECREATION STAFF- UCONN CENTER FOR COMMUNITY OUTREACH - THERAPEUTIC INTER-GENERATIONAL PROGRAMMING FOR RESIDENTS- FIELDWORK SITE FOR UCONN HUMAN DEVELOPMENT AND FAMILY STUDIES STUDENTS- EO SMITH HIGH SCHOOL - STUDENT JOB SHADOWING IN HEALTH CARE- OCCUPATIONS AND COMPLETION OF SENIOR PROJECTS AT MCNR- UCONN NURSING ASSOCIATION- ANNE E. VINTON PRE-KINDERGARTEN CLASS VISITS MCNR- UCONN COMMUNITY OUTREACH DAYS- MLK DAY OF SERVICE- UCONN ALZHEIMER'S' ASSOCIATION- COLLECTIVE GOODS AND OPPORTUNITY WORKS- OPEN GYM TO LONG-TERM CARE RESIDENTS- MCNR REHAB DEPT. OFFERS OPPORTUNITIES TO COLLEGE STUDENTS TO OBSERVE PHYSICAL THERAPY AND OCCUPATIONAL THERAPY(5) NON-PROFIT COMMUNITY CERTAIN MCNR STAFF PARTICIPATED IN THE FOLLOWING NON-PROFIT BOARDS- MCNR COMMUNITY ADVISORY- MANSFIELD COMMISSION ON AGING- FELICIAN SISTERS ADULT DAY CENTER- CT ASSOCIATION OF THERAPEUTIC RECREATION DIRECTORS- MANCHESTER COMMUNITY COLLEGE ADVISORY BOARDNEW SAMARITAN CORPORATION GRATEFULLY ACKNOWLEDGES THE LEADERSHIP,TALENT AND DEDICATION OF THE STAFF OF MCNR. THE MCNR STAFF FOCUS IS THEPROVISION OF A COMFORTABLE, SECURE ENVIRONMENT THAT IS CONDUCIVE TOQUALITY CARE AND SERVICE TO MCNR RESIDENTS AND THE COMMUNITY. 8583935 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 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 1 1 0 0 0 1 3 0 1 113 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SABINE COX 2032304809 127 WASHINGTON AVENUE 5TH FLOOR NORTH HAVEN CT 06473 SCOTT MORROW DIRECTOR (FROM 1/24) 2.00 4.00 X 0 0 0 ANTHONY MACLEOD DIRECTOR (FROM 1/24) 2.00 4.00 X 0 0 0 JOSEPH TOBIN DIRECTOR 2.00 4.00 X 0 0 0 JENNIFER YOUNG GAUDET BOARD PRESIDENT 2.00 4.00 X X 0 0 0 C MICHAEL TUCKER VICE PRESIDENT 2.00 4.00 X X 0 0 0 JEFFREY A ASHER TREASURER 2.00 4.00 X X 0 0 0 ROBERT A BIDDLEMAN DIRECTOR 2.00 4.00 X 0 0 0 REV BARBARA J LIBBY SECRETARY 2.00 4.00 X X 0 0 0 MARIA BORGES CORREIA DIRECTOR 2.00 4.00 X 0 0 0 MABEL J PETERSON ASST. SECRETARY 2.00 4.00 X X 0 0 0 MELANIE J HOWLETT ASST. TREASURER 2.00 4.00 X X 0 0 0 KELLY MCDERMOTT CEO 5.00 35.00 X 0 147616 8872 SABINE COX DIRECTOR OF FINANCE/COMPTROLLER 5.00 35.00 X 0 124185 19280 MARIE LAPOINTE COMPTROLLER (TILL 10/23/23) 20.00 20.00 X 0 41620 0 JAMES FIDANZA ADMINISTRATOR 40.00 0.00 X 172239 0 11266 KAREN E MULLET NURSING SUPERVISOR 40.00 0.00 X 193499 0 12042 MICHELLE LAVALLEE DIRECTOR OF NURSING 40.00 0.00 X 140233 0 5652 WENDY COLEMAN PHYSICAL THERAPIST 40.00 0.00 X 107781 0 9150 KAMLA HOSEIN REGISTERED NURSE 40.00 0.00 X 100675 0 8824 ELAINE J SMITH REGISTERED NURSE 40.00 X 100447 0 6143 814874 313421 81229 6 0 1 0 0 5800 5800 MEDICARE 623000 4812236 4812236 MEDICAID 623000 2620231 2620231 PRIVATE 623000 2585671 2585671 ALL OTHER PROGRAM 623000 25000 25000 MANAGED CARE AND OTHERS 623000 11237 11237 10054375 19231 19231 3592 881796 0 2005305 3592 -1123509 -1119917 -1119917 DIETARY INCOME 900099 1241 1241 REBATE INCOME 900099 605 605 57077 57077 58923 9018412 10113298 0 -1100686 X 500 500 96786 83110 13676 4621578 3968372 653206 156109 134254 21855 414039 358752 55287 469264 430040 39224 68607 68607 41509 41509 1265649 657114 608535 18597 3905 14692 97487 21353 76134 200259 200259 415959 291772 124187 1307 1307 632 142 490 2724 2724 172641 154056 18585 280420 48276 232144 PATIENT/PURCHASED SVCS 1728932 1728932 MEDICAL SUPPLIES & DRUG 486176 486176 PROVIDER TAX 316015 316015 BAD DEBTS 108387 108387 144121 108794 35327 11107698 8583935 2523763 0 82076 267097 680621 33602 114585 0 103655 8561 5561 5561 2354336 0 496188 591354 3205919 2979483 7037380 3880097 1180228 53396 4252 4406 13939 0 125000 125000 246263 246262 1569682 429064 X 5212607 3181276 255091 269757 5467698 3451033 7037380 3880097 -2089286 72621 0 X X 0 0 0 X 820998 123831 12471 16150 5800 979250 10321493 7265876 7467069 7602839 10054375 42711652 11142491 7389707 7479540 7618989 10060175 43690902 0 0 0 43690902 143536 257705 113415 46904 19231 580791 143536 257705 113415 46904 19231 580791 14655 13350 1503273 13839 58923 1604040 11300682 7660762 9096228 7679732 10138329 45875733 0.95240 0.95130 0.01270 0.01520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 209663 57880 267543 182555 27108 209663 208182 -25627 182555 170077 38105 208182 164212 5865 170077 0.77060 0.22940 0.00000 0 0 5561 5561 0 0 INVESTMENT IN VICTORY HOUSING 65192 DUE FROM AFFILIATES 2914291 2979483 DUE TO AFFILIATES 246262 246262 PART IV, LINE 2B: CUSTODIAL ACCOUNTS ARE RECORDED AS AN ASSET AND LIABILITY IN THE ACCOMPANYING BALANCE SHEETS AS THEY DO NOT REPRESENT PROPERTY OF THE COMPANY, BUT ARE MERELY HELD ON BEHALF OF OTHERS. AS A SERVICE TO ITS RESIDENTS, THE COMPANY MAINTAINS CUSTODY OVER CASH BELONGING TO ITS RESIDENTS. SUCH AMOUNTS TOTALED $0 AND $13,939 AT SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY. PART V, LINE 4: TEMPORARILY RESTRICTED FUNDS ARE TO BE USED FOR DONOR'S DESIGNATED PURPOSES, INCLUDING COSTS FOR THE DEVELOPMENT OF ELDERLY HOUSING AND ASSISTANCE TO OWNERS IN A COOPERATIVE HOUSING PROJECT. PERMANENTLY ENDOWED FUNDS ARE RESTRICTED AS TO PRINCIPAL. NSC FOLLOWS THE GUIDELINES OF UPMIFA. 0 0 0 0 0 0 0 0 0 KAREN E MULLET NURSING SUPERVISOR 193499 0 0 0 0 0 8851 0 3191 0 205541 0 0 0 JAMES FIDANZA ADMINISTRATOR 162239 0 10000 0 0 0 8144 0 3122 0 183505 0 0 0 KELLY MCDERMOTT CEO 0 147616 0 0 0 0 0 0 0 8872 0 156488 0 0 PART I, LINE 3 THE CEO IS PAID BY ELDERLY HOUSING MANAGEMENT, INC., A RELATED ORGANIZATION. THE FOLLOWING METHODS ARE USED TO DETERMINE COMPENSATION: -COMPENSATION COMMITTEE -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART III, LINE 3 AS OF AUGUST 1, 2024 THE ORGANIZATION SOLD MANSFIELD CENTER FOR NURSING AND REHABILITATION TO A THIRD PARTY AND CEASED CONDUCTING THE SENIOR LIVING SERVICES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS E-MAILED TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING WITH THE IRS. THE COMPTROLLER OF NSC REVIEWS FORM 990 AND REPORTS HER COMMENTS TO THE PRESIDENT OF NSC. THE FORM 990 IS ALSO CIRCULATED TO THE BOARD MEMBERS OF NSC FOR COMMENT BEFORE FILING. THIS ENSURES A COMPLETE AND ACCURATE FILING AND ELECTRONIC SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE BOARD OF DIRECTOR'S CONFLICT OF INTEREST POLICY BY HAVING EACH BOARD MEMBER REVIEW THE CONFLICT OF INTEREST STATEMENT AND CHECKLIST AT EACH ANNUAL MEETING. EACH BOARD MEMBER SIGNS OFF ON THE STATEMENT ANNUALLY. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM ANY VOTE ON CORPORATE TRANSACTIONS WHICH MAY POSE A CONFLICT OF INTEREST OR AN APPEARANCE OF A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 NEW SAMARITAN'S CEO'S COMPENSATION IS DETERMINED THROUGH A PERFORMANCE EVALUATION WHICH IS COMPLETED AND REVIEWED ANNUALLY BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. OFFICER AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BY PERFORMANCE EVALUATIONS COMPLETED BY THEIR SUPERVISORS. COMPARABILITY DATA FOR SIMILAR POSITIONS AT SIMILAR NON-PROFIT ORGANIZATIONS IS OBTAINED AND UTILIZED IN THE EVALUATION PROCESS AND COMPENSATION DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 657,114. MANAGEMENT AND GENERAL EXPENSES 608,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,265,649. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE ANNUAL FINANCIAL AUDIT OF NEW SAMARITAN HAS NOT CHANGED FROM THE PRIOR YEAR. ELDERLY HOUSING MANAGEMENT INC 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 066049011 PROPERTY MANAGEMENT CT 501(C)(3) LINE 10 N/A 0 NEW SAMARITAN DEVELOPMENT CORPORATION 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 222855937 TO AID IN THE CONSTRUCTION AND FINANCING OF LOW INCOME HOUSING PROJECTS CT 501(C)(3) LINE 10 NEW SAMARITAN CORPORATION 1 NEW MEADOW ELDERLY HOUSING 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 271006974 ELDERLY HOUSING COMPLEX CT 501(C)(3) LINE 10 N/A 0 CHESTNUT HILL HOUSING INC 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 061451581 ELDERLY HOUSING COMPLEX CT 501(C)(3) LINE 10 N/A 0 HILLSIDE ELDERLY HOUSING INC 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 061307718 ELDERLY HOUSING COMPLEX CT 501(C)(3) LINE 10 N/A 0 VICTORY HOUSING INC 222 BELLEVUE ST HARTFORD CT 06120 822891865 ELDERLY HOUSING COMPLEX CT 501(C)(3) LINE 10 NEW SAMARITAN CORPORATION 1 NEW SAMARITAN PARKVILLE INC 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 845148209 ELDERLY HOUSING COMPLEX CT 501(C)(3) LINE 10 N/A 0 NEW MILFORD INTERFAITH HOUSING 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 237138154 ELDERLY HOUSING COMPLEX CT 501(C)(3) LINE 10 N/A 0 CHARITABLE REMAINDER UNITRUST (1) CHARITABLE TRUST CT 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 NEW SAMARITAN DEVELOPMENT CORPORATION E 246263 CASH