2026-02-09T10:26:07-06:00 2025-09-30 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2024-10-01 061083307 STAMFORD ELDERLY HOUSING CORPORATION D/B/A SCOFIELD MANOR STAM 2039771400 614 SCOFIELDTOWN ROAD STAMFORD CT 06903 SAM FEDA CFO 2039771400 2026-01-26 1 1 EDWARD ENGBERG P01341179 8605223111 2024 2025-03-06 01:10:19Z LAVERN EDWARDS 614 SCOFIELDTOWN ROAD STAMFORD CT 06903 2910491 0 X N/A X 1984 CT TO PROVIDE RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS. 6 6 0 13 0 0 280000 280000 2686516 2629302 2477 1189 0 0 2968993 2910491 0 0 0 0 0 0 0 0 0 2961605 2971010 2961605 2971010 7388 -60519 854220 783239 382679 372217 471541 411022 TO PROVIDE RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS. 0 0 2399271 2629302 SCOFIELD MANOR PROVIDES RESIDENTIAL CARE TO ELDERLY AND DISABLED INDIVIDUALS WHO COULD NOT RESIDE IN THE COMMUNITY WITHOUT SOME EXTRA HELP. SCOFIELD IS A STATE FUNDED RESIDENTIAL CARE HOME FACILITY THAT CAN ACCOMMODATE 50 RESIDENTS WITH SPECIAL ATTENTION TO SUPERVISED AND INDIVIDUAL CARE NEEDS. 2399271 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X SAM FEDA 2039771400 CHARTER OAK COMMUNITIES - 22 STAMFORD CT 06901 RICH OSTUW CHAIRMAN 1.00 X X 0 0 0 LESTER MCKOY VICE CHAIRMAN 1.00 X 0 0 0 JOHN COFF COMMISSIONER 1.00 X 0 0 0 DIVYA MALHOTRA COMMISSIONER 1.00 X 0 0 0 ALEXANDRO MORRIS RESIDENT COMMISSIONER 1.00 X 0 0 0 LAVERN EDWARDS ADMINISTRATOR 40.00 X 0 87483 37147 0 87483 37147 0 0 0 0 CREATIVE CULINARY SERVICES LLC 109 WINESAP ROAD STAMFORD CT 06903 FOOD SERVICE 595027 1 280000 280000 PATIENT FEES 623000 2402872 2402872 FOOD SERVICE 722320 226430 226430 2629302 1189 1189 2910491 2629302 0 1189 160008 160008 4423 4423 24545 24545 73458 48429 25029 131898 131898 41284 41284 80039 7252 72787 REIMBURSED SALARIES AND 1466295 1211288 255007 FOOD SERVICE 595027 595027 CONTRACTED SERVICES 394033 364093 29940 2971010 2399271 571739 0 407732 342267 96670 89449 39110 21558 1445190 1115225 310708 329965 854220 783239 123194 121688 259485 250529 382679 372217 X 471541 411022 471541 411022 854220 783239 -60519 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 680285 440069 240216 759655 675156 84499 5250 5250 329965 DUE TO RESIDENTS 28506 DUE TO THIRD PARTY PAYERS 213392 DUE TO RELATED PARTY 8631 250529 3090053 179562 179562 2910491 0 2910491 3150572 179562 179562 2971010 0 2971010 FORM 990, PART VI, SECTION A, LINE 3 SCOFIELD MANOR, FORMERLY THE STAMFORD ELDERLY HOUSING CORPORATION IS OWNED AND OPERATED BY CHARTER OAK COMMUNITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR EXTERNAL ACCOUNTING FIRM AND PRESENTED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. ACTING UNDER THE DIRECTION OF THE BOARD OF DIRECTORS, THE CHIEF FINANCIAL OFFICER SIGNS AND FILES THE FORM 990 ONCE IT HAS BEEN REVIEWED AND APPROVED FOR FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AND UPDATE THE INFORMATION AT ANY TIME A MATTER OF DISCUSSION SHOULD ARISE. FORM 990, PART VI, SECTION C, LINE 19 SCOFIELD MANOR MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, AT ITS ADMINISTRATIVE OFFICE LOCATION IN STAMFORD, CT. FORM 990, PART XII, LINE 2C THE PROCESS DID NOT CHANGE FROM PRIOR YEAR. CHARTER OAK COMMUNITIES 22 CLINTON AVENUE STAMFORD CT 06901 066000416 AFFORDABLE HOUSING CT N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 CHARTER OAK COMMUNITIES - SEE SCHEDULE R PART VII FOR DETAIL COST SCHEDULE R, PART V, LINE 2 ALL STAFF OF SCOFIELD MANOR ARE EMPLOYEES OF CHARTER OAK COMMUNITIES (COC). IN ADDITION, ALL OPERATING EXPENSES OF SCOFIELD MANOR ARE PAID OUT OF A REVOLVING FUND OPERATED BY COC. ON A MONTHLY BASIS, COC CHARGES SCOFIELD MANOR THE DIRECT COSTS OF SCOFIELD MANOR INCLUDING THE COSTS OF ITS STAFF, INCLUDING PAYROLL TAXES AND BENEFITS AND ALL OTHER OPERATING EXPENSES. THE AMOUNTS ADVANCED ARE NONINTEREST BEARING AND ARE DUE ON DEMAND. ON OCCASION, SCOFIELD MANOR WILL PAY THE COST OF OPERATING EXPENSES IN ADVANCE. AT SEPTEMBER 30, 2025 AND 2024, $8,614 AND $15,984, RESPECTIVELY, WAS DUE TO COC. IN ADDITION, COC PROVIDES MANAGEMENT SERVICES INCLUDING BOOKKEEPING, PERSONNEL, INFORMATION TECHNOLOGY, STRATEGIC SUPPORT, AND OTHER SERVICES TO SCOFIELD MANOR. FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024 SCOFIELD MANOR INCURRED MANAGEMENT FEES IN THE AMOUNT OF $160,008 AND $158,635, RESPECTIVELY, FOR MANAGEMENT SERVICES PROVIDED BY COC. MANAGEMENT FEES CHARGED IN 2025 AND 2024 REPRESENT 5.5 PERCENT OF NET OPERATING REVENUE, AS OUTLINED IN THE MANAGEMENT AGREEMENT.