2026-08-17T09:28:02-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2024-10-01 060646771 ODD FELLOWS HOME OF CONNECTICUT INC ODDF 8604457478 235 LESTERTOWN ROAD GROTON CT 06340 LANA SMOLITSKY CHIEF FINANCIAL OFFICER 8604457478 2026-08-14 1 1 MARY-EVELYN ANTONETTI P00431862 9785575300 2026-08-14 2024 2025-03-06 01:10:19Z FAIRVIEW WILLIAM NELSON 235 LESTERTOWN ROAD GROTON CT 06340 19299405 0 X WWW.FAIRVIEWCT.ORG X 1892 CT PROVIDE OUR RESIDENTS WITH THE BEST NURSING CARE AND REHABILITATION SERVICES WHILE ENHANCING THE QUALITY OF THEIR LIFE IN A DIGNIFIED ATMOSPHERE BY USING THE SKILLS AND COMPASSION OF OUR STAFF AND UTILIZING THE LATEST ADVANCES IN TECHNOLOGY. THE MISSION OF THE ORGANIZATION IS TO INSPIRE INDIVIDUALS TO LIVE THEIR BEST LIVES, AND WE ACCOMPLISH THIS VIA HIGH QUALITY HOUSING, HEALTHCARE AND REHABILITATION SERVICES. 14 13 243 16 0 0 38971 2629605 15976775 16489028 47575 96008 92380 77128 16155701 19291769 0 0 0 0 9720823 10297975 0 0 0 7707877 8193450 17428700 18491425 -1272999 800344 28732430 44088090 33495205 48013159 -4762775 -3925069 X PROVIDE OUR RESIDENTS WITH THE BEST NURSING CARE AND REHABILITATION SERVICES WHILE ENHANCING THE QUALITY OF THEIR LIFE IN A DIGNIFIED ATMOSPHERE BY USING THE SKILLS AND COMPASSION OF OUR STAFF AND UTILIZING THE LATEST ADVANCES IN TECHNOLOGY. THE MISSION OF THE ORGANIZATION IS TO INSPIRE INDIVIDUALS TO LIVE THEIR BEST LIVES, AND WE ACCOMPLISH THIS VIA HIGH QUALITY HOUSING, HEALTHCARE AND REHABILITATION SERVICES. 0 0 11406385 14214733 NURSING: FAIRVIEW IS A PREMIER NOT-FOR-PROFIT SKILLED NURSING FACILITY THAT PROVIDES 24-HOUR NURSING POST-ACUTE, HOSPICE AND REHABILITATIVE SERVICES. OUR NURSING STAFF RECEIVES CONTINUING EDUCATION TO ADVANCE SKILLS AND UPGRADE THEIR CLINICAL KNOWLEDGE BASE; OUR POST-ACUTE PROGRAM PROVIDES COMPREHENSIVE INPATIENT AND OUTPATIENT REHABILITATION THERAPY FOLLOWING ACUTE EPISODES. THERAPISTS TAKE INTO CONSIDERATION THE AGE AND FRAILTY OF PATIENTS AND INDIVIDUALIZE THEIR PROGRAMS TO LET RESIDENTS/PATIENTS WORK AT THEIR OWN PACE, ENABLING THEM TO REACH THEIR FULL PHYSICAL AND EMOTIONAL POTENTIAL. FAIRVIEW'S REHABILITATION SERVICES INCLUDE LICENSED PROFESSIONAL PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS TO PROVIDE SHORT- AND LONG-TERM REHABILITATION PROGRAMS DESIGNED BY OUR MULTIDISCIPLINARY TEAM. GOALS ARE DISCUSSED WITH THE RESIDENTS AND THEIR FAMILIES TO ASSURE OPTIMAL OUTCOMES. PHYSICIANS, SOCIAL WORKERS, CASE MANAGER, HOUSEKEEPING, LAUNDRY, MAINTENANCE, DINING BUSINESS OFFICE AND OTHERS COMPRISE OUR WORKFORCE OF APPROXIMATELY 185 EMPLOYEES. 3802798 1938204 INDEPENDENT LIVING: FELLOWSHIP MANOR AND THAMES EDGE ARE DESIGNED AS INDEPENDENT LIVING COMMUNITIES FOR INDIVIDUALS 62 OR OLDER. THERSE COMMUNITIES ALLOW RESIDENTS TO MAINTAIN THEIR PRESENT LIVING STYLE BUT WITH ADDED CONVENIENCES. THE COMMUNITIES ARE OCCUPIED BY THOSE WHO ARE ABLE TO MAINTAIN SERVICES, MEALS AT OUR ONSITE RESTAURANT, MONTHLY ACTIVITY OUTINGS, TRANSPORTATION AND HOUSEKEEPING/MAINTENANCE SUPPORT. THE GOAL OF INDEPENDENT LIVING IS TO HELP PREVENT SIGNIFICANT DECLINES IN FUNCTIONING, WHEN POSSIBLE, VIA EARLY IDENTIFICATION AND APPROPRIATE INTERVENTIONS. 911849 406874 REHABILITATIVE SERVICES: FAIRVIEW'S REHABILITATION SERVICES INCLUDE LICENSED, PROFESSIONAL PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS TO PROVIDE SHORT AND LONG TERM REHABILITATION PROGRAMS DESIGNED BY OUR MULTIDISCIPLINARY TEAM. GOALS ARE DISCUSSED WITH THE RESIDENTS AND THEIR FAMILIES TO ASSURE OPTIMAL OUTCOMES. 16121032 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 52 0 1 243 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X LANA SMOLITSKY 8609688439 235 LESTERTOWN ROAD GROTON CT 06340 VINCENT BRAUCCI PRESIDENT 1.00 0.50 X X 0 0 0 EDITH KALIN 1ST VICE PRESIDENT 1.00 0.50 X X 0 0 0 BRYAN KING 2ND VICE PRESIDENT 1.00 0.25 X X 0 0 0 LUCILLE KUTZ SECRETARY 1.00 0.50 X X 0 16200 0 BARBARA MCLAREN TREASURER 1.00 0.25 X X 0 0 0 MILLIS BUCKLEY ASSISTANT SECRETARY 1.00 0.25 X X 0 0 0 NELSON DOYLE ASSISTANT TREASURER 1.00 0.50 X X 0 0 0 ROBERT PIEL CHAPLAIN 1.00 0.50 X X 0 0 0 STEVEN GIUFFRE DIRECTOR 1.00 1.50 X 0 0 0 ELAINE NEAL-SAKOCIOUS DIRECTOR 1.00 0.25 X 0 0 0 LINDA STEIN DIRECTOR 1.00 0.50 X 0 0 0 BARRY PINKOWITZ DIRECTOR 1.00 0.50 X 0 0 0 MARY SEPOWITZ DIRECTOR (FROM 10/24) 1.00 0.50 X 0 0 0 JOSEPH PIERPAOLI DIRECTOR 1.00 0.50 X 0 0 0 GORDON PLOOF III DIRECTOR (LEFT 10/24) 1.00 0.50 X 0 0 0 FRANCIS FRANK RENNER DIRECTOR (LEFT 10/24) 1.00 0.50 X 0 0 0 WILLIAM NELSON CEO 41.00 2.00 X 238171 0 10090 LANA SMOLITSKY CFO (FROM 2/25) 41.00 2.00 X 0 0 0 LIISA LIVINGSTON CFO (LEFT 2/25) 40.00 2.00 X 164415 0 27409 KELLY GIGLIOTTI DIRECTOR OF NURSING 40.00 0.00 X 130111 0 5388 EDITHA PHEE REGISTERED NURSE SUPERVISOR 40.00 0.00 X 112041 0 32946 JENNYVIE REPUBLICA REGISTERED NURSE SUPERVISOR 40.00 0.00 X 118509 0 14533 KAREY MONTGOMERY SPEECH THERAPIST 40.00 0.00 X 111390 0 10528 ELIZABETH WEEKS DIR OF INDEPENDENT LIVING 40.00 0.00 X 123733 0 14539 998370 16200 115433 8 0 1 0 GCD CONNECTICUT LLC 220 E LAS COLINAS BLVD IRVING TX 75039 DEVELOPMENT FEE/TRAVEL 343659 AGEPOP LLC 5905 GOLDEN BEAR DR OVERLAND PARK KS 66223 MARKETING 283146 INTELYCARE INC PO BOX 787317 PHILADELPHIA PA 191787317 TEMPORARY NURSING STAFF 154459 ADVANCED OFFICE SYSTEMS 296 EAST MAIN STREET BRANFORD CT 06405 IT SERVICES 135327 828 INTERIOR DESIGN 5621 EMERALD FOREST DR STE 201 AUSTIN TX 78745 INTERIOR DESIGN 114618 6 69451 2542945 17209 2629605 SKILLED NURSING 623000 14214733 14214733 INDEPENDENT LIVING 623000 1867421 1867421 REHAB 623000 406874 406874 16489028 91910 91910 6362 5372 0 7636 6362 -2264 4098 4098 BISTRO INCOME 900099 70784 70784 MISCELLANEOUS 900099 6344 6344 77128 19291769 16559812 0 102352 455325 455325 8407926 8334515 73411 143482 143482 643703 643703 647539 639395 8144 17623 17623 58505 58505 1696 1696 734109 696660 37449 840256 840256 111580 43958 67622 132523 126571 5952 877509 838354 39155 17578 3352 14226 23818 22519 1299 1174823 1174823 1634972 1512210 122762 396898 181953 214945 MEDICAL SUPPLIES 735643 698634 37009 PROVIDER TAX 602060 602060 FOOD EXPENSE 331013 331013 REPAIRS AND MAINTENANCE 274373 257902 16471 228471 204495 23976 18491425 16121032 2370393 0 870955 1107944 1974032 5032761 842535 1431831 134290 101643 57478110 29198949 24578878 28279161 331740 378645 0 7756105 28732430 44088090 1853973 1819142 1961742 2331384 17397955 25213906 26595 65259 252337 2068772 12002603 16514696 33495205 48013159 X -4800642 -4014368 37867 89299 -4762775 -3925069 28732430 44088090 800344 37363 0 X X 0 1 X 1 0 X 2611753 200027 114187 38971 2629605 5594543 14276874 14018571 14923528 16063686 16559811 75842470 16888627 14218598 15037715 16102657 19189416 81437013 0 287479 415974 703453 287479 415974 703453 80733560 1233 2190 6468 44996 91910 146797 1233 2190 6468 44996 91910 146797 7416 32948 59002 5469 6344 111179 16897276 14253736 15103185 16153122 19287670 81694989 0.98820 0.99420 0.00180 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 7,416. 2021 AMOUNT: $ 32,948. 2022 AMOUNT: $ 59,002. 2023 AMOUNT: $ 5,469. 2024 AMOUNT: $ 6,344. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2284616 2284616 45978218 26728578 19249640 3402301 2470371 931930 5812975 5812975 28279161 TOTAL ASSETS WHOSE USE IS LIMITED 4554626 PROJECT FUND ESCROW 3201479 7756105 DUE TO AFFILIATES 2663255 ENTRANCE FEES REFUND PAYABLE 9272384 REFUNDABLE DEPOSITS 4579057 16514696 X PART IV, LINE 2B: ODD FELLOWS HOME OF CONNECTICUT, INC. MAINTAINS A PATIENT TRUST FUND ACCOUNT ON BEHALF OF THE RESIDENTS. RESIDENTS MAY CHOOSE TO DEPOSIT FUNDS INTO THE ACCOUNT AND WITHDRAW FUNDS FOR PERSONAL USE AT THEIR DISCRETION. PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM NOTE 1 OF THE FINANCIAL STATEMENTS: (ODD FELLOWS) HEALTHCARE, HOME, AND FAITH ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS PUBLIC CHARITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. X X X 0 0 0 0 0 0 0 1 0 WILLIAM NELSON CEO 228171 0 10000 0 0 0 9512 0 578 0 248261 0 0 0 LIISA LIVINGSTON CFO (LEFT 2/25) 164415 0 0 0 0 0 7146 0 20263 0 191824 0 0 0 PART I, LINE 7 THE CEO IS ELIGIBLE TO RECEIVE A DISCRETIONARY BONUS IF CERTAIN PERFORMANCE METRICS ARE ACHIEVED. THE AMOUNT AND PAYMENT OF ANY SUCH BONUS ARE SUBJECT TO THE DISCRETION AND APPROVAL OF THE BOARD OF DIRECTORS. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2024-06-27 19100000 DEBT REPMT&CAPEX 0 0 0 B STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20775DZM7 2025-02-13 7500000 FINANCE PRE-DEVELOPMENT COST 0 0 0 A 19100000 314614 1649944 16691311 444131 2031 0 0 0 1 B 7500000 150000 7350000 2030 0 0 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 BOND A PART II, LINE 11: THE OTHER SPENT PROCEEDS AMOUNT WAS USED TO REFINANCE A PRIOR DEBT WITH CHELSEA GROTON BANK. BOND A PART III, LINE 3B TAX EXEMPT BONDS WERE ISSUED DURING FISCAL YEAR ENDED SEPTEMBER 30, 2024. THE ORGANIZATION ENGAGED BOND COUNSEL. THE ORGANIZATION BELIEVES THE MANAGEMENT CONTRACTS DO NOT CREATE PRIVATE BUSINESS USE SINCE THEY MEET THE SAFE HARBOR. BOND B PART II, LINE 11: THE OTHER SPENT PROCEEDS AMOUNT WAS USED TO FINANCE PRE-DEVELOPMENT CAPITAL COSTS. FORM 990, PART VI, SECTION A, LINE 6 ODD FELLOWS HEALTHCARE, INC. IS THE SOLE MEMBER OF ODD FELLOWS HOME OF CONNECTICUT, INC. FORM 990, PART VI, SECTION A, LINE 7A ODD FELLOWS HEALTHCARE, INC. IS THE SOLE MEMBER OF ODD FELLOWS HOME OF CONNECTICUT, INC. AND HAS THE POWER TO ELECT/APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO ARTICLE II OF THE BY-LAWS, EACH OF THE FOLLOWING MATTERS SHALL REQUIRE THE APPROVAL OF THE SOLE MEMBER: (A) ADOPTION OF THE HOME'S ANNUAL BUDGET FOR ANTICIPATED REVENUES AND EXPENDITURES, BOTH OPERATING AND CAPITAL; (B) UNLESS ADOPTED AS PART OF THE HOME'S ANNUAL BUDGET: (1)THE SALE, LEASE, EXCHANGE OR OTHER TRANSFER OR DISPOSITION OF ANY OF THE HOME'S OPERATING OR CAPITAL ASSETS, VALUED AT MORE THAN TWENTY-FIVE PERCENT FO THE AGGREGATE VALUE OF ITS OPERATING OR CAPITAL ASSETS; (II) THE MORTGAGE, PLEDGE OR OTHER ENCUMBRANCE OF ANY OF THE HOME'S PROPERTY OR ASSETS OR ANY NATURE THAT IS NOT IN CONNECTION WITH A PLANNED GIVING OR OTHER CHARITABLE ARRANGEMENT, INCLUDING BUT NOT LIMITED TO THE HOME'S ISSUANCE OF CHARITABLE GIFT ANNUNITIES; (III) THE INCURRENCE BY THE HOME OF INDEBTEDNESS FOR BORROWED MONEY IN EXCESS OF TEN PERCENT OF THE HOME'S BUDGETED GROSS INCOME, OR THE ISSUANCE BY THE HOME OF A GUARANTY OR OTHER UNDERTAKING TO BECOME OBLIGATED FOR ANY DEBT OR OBLIGATION OF ANY PARTY IN EXCESS OF TEN PERCENT OF THE HOME'S BUDGETED GROSS INCOME OTHER THAN IN CONNECTION WITH A PLANNED GIVING OR OTHER CHARITABLE ARRANGEMENT; (IV) PURCHASE BY THE HOME OF OPERATING OR CAPITAL ASSETS IN EXCESS OF FIVE PERCENT OF THE HOME'S BUDGETED GROSS INCOME UNLESS REQUIRED BY AN EMERGENCY; (C) ANY AMENDMENT OR REPEAL OF ANY PROVISION OF THE BYLAWS OF THE HOME; (D) ANY CHANGE IN THE PURPOSES OR MISSION OF THE HOME; (E) ANY MERGER INVOLVING THE HOME; (F) THE DISSOLUTION OF THE HOME; (G) PARTICIPATION BY THE HOME IN ANY JOINT VENTURE, PARTNERSHIP OR SIMILAR ACTIVITY; (H) ENGAGING IN ANY TRANSACTION IN WHICH THE HOME BECOMES A SHAREHOLDER, MEMBER OR EQUITY OWNER OF A CORPORATION, LIMITED LIABILITY COMPANY OR OTHER ENTITY OR OTHER ENTITY (OTHER THAN AS A PASSIVE INVESTMENT THAT IS PART OF THE HOME'S INVESTMENT PORTFOLIO); AND (I) ANY AMENDMENT OR REPEAL OF ANY PROVISION OF THE CERTIFICATE OF INCORPORATION OF THE HOME. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER PRIOR TO FILING. A FINAL COPY OF THE FILED FORM IS AVAILABLE TO MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED QUARTERLY AT CORPORATE COMPLIANCE MEETINGS AND THE MINUTES OF THOSE MEETINGS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. AN ANNUAL REPORT IS ALSO SUBMITTED TO THE BOARD FOR THEIR APPROVAL ON CONFLICT OF INTEREST AND CORPORATE COMPLIANCE POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES COMPENSATION FOR THE CEO ADMINISTRATOR. COMPENSATION IS DETERMINED BY COMPARING SALARIES OF OTHER SIMILAR NON-PROFIT ORGANIZATIONS FOR THIS POSITION AND REVIEW OF PERFORMANCE. THE DELIBERATION AND DECISION REGARDING REVIEW AND APPROVAL OF COMPENSATION IS DOCUMENTED. THE BOARD PRESIDENT REVIEWS AND APPROVES COMPENSATION OF OFFICERS AND KEY EMPLOYEES BASED ON REVIEW OF INDUSTRY DATA. THE DECISION IS DOCUMENTED AND FORWARDED TO THE HUMAN RESOURCES DEPARTMENT FOR THEIR FILES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ODD FELLOWS HEALTHCARE 235 LESTERTOWN ROAD GROTON CT 06340 262507180 MANAGEMENT, HEALTHCARE CT 501(C)(3) LINE 12A, I N/A 0 ODD FELLOWS FAITH HOPE AND CHARITY FUND 235 LESTERTOWN ROAD GROTON CT 06340 262507307 SOLICIT GIFTS GRANTS AND CONTRIBUTIONS CT 501(C)(3) LINE 12B, II ODD FELLOWS HEALTHCARE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 ODD FELLOWS FAITH HOPE AND CHARITY FUND INC C 69451 COST ODD FELLOWS FAITH HOPE AND CHARITY FUND INC O 66225 COST FORM 990, SCHEDULE R, PART II, COLUMN G: THE ORGANIZATION AND ITS SUPPORTED ORGANIZATION ARE COMMONLY CONTROLLED. BOTH ORGANIZATIONS HAVE THE SAME TOP MANAGEMENT OFFICIALS. ODD FELLOWS HOME DBA FAIRVIEW ("FAIRVIEW") HAS 14 MEMBERS ON THEIR BOARD. EIGHT OF THE TEN DIRECTORS OF ODD FELLOWS FAITH, HOPE AND CHARITY ARE ALSO DIRECTORS OF FAIRVIEW.