2026-08-17T16:17:09-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2024-10-01 462756541 WAVENY AT HOME INC WAVE 2035945327 3 FARM ROAD NEW CANAAN CT 06840 CHARLES B ROSE CFO 2035945327 2026-08-17 1 1 MARY-EVELYN ANTONETTI P00431862 9785575300 2026-08-14 2024 2025-03-06 01:10:19Z RUSSELL BARKSDALE 3 FARM ROAD NEW CANAAN CT 06840 3082536 0 X WWW.WAVENY.ORG X 2013 CT PROFESSIONAL SERVICES TO ENABLE CLIENTS TO REMAIN SAFELY IN THEIR HOMES (SEE SCH O) WAVENY LIFECARE NETWORK PROVIDES A COMPREHENSIVE CONTINUUM OF HEALTHCARE TO SERVE THE GROWING NEEDS OF ADULTS FROM ALL AREAS. WE OFFER A PROGRESSION OF THERAPEUTIC PROGRAMS, SERVICES AND LIVING OPTIONS TO ENHANCE QUALITY OF LIFE FOR THOSE WE SERVE. AS PART OF WAVENY LIFECARE NETWORK'S TRUSTED NONPROFIT CONTINUUM OF CARE, WAVENY AT HOME, INC. BRINGS THE EXPERTISE AND RESOURCES OF A FULL HEALTHCARE SYSTEM INTO THE HOME AND COMMUNITY.THE INTERDISCIPLINARY TEAM MAKES ILLNESS RECOVERY AND REHABILITATION AT HOME A REALISTIC CHOICE. WAVENY AT HOME, INC. OFFERS A FULL SPECTRUM OF LICENSED AND CERTIFIED IN-HOME CARE FROM PROFESSIONAL SKILLED NURSING SERVICES AT YOUR DOOR WITHIN 24 HOURS OF REFERRAL, INCLUDING ON WEEKENDS AND HOLIDAYS, TO A RANGE OF PARA PROFESSIONAL CAREGIVING SERVICE. 19 19 0 24 0 0 0 0 2917577 3082536 0 0 0 0 2917577 3082536 0 0 0 0 2849378 2640231 0 0 0 200780 215445 3050158 2855676 -132581 226860 248371 254196 294915 73880 -46544 180316 PROFESSIONAL SERVICES DESIGNED TO ENABLE CLIENTS TO REMAIN SAFELY IN THEIR HOMES AND IN THEIR COMMUNITIES. 0 0 2112838 3082536 AT HOME COMPANION AND HOMEMAKER SERVICES INCLUDING HOUSEHOLD TASKS, TRANSPORTATION AND MEAL PREPARATION. 2112838 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEPHANIE KAZMIERCZAK 2035945267 3 FARM ROAD NEW CANAAN CT 06840 X K RONE BALDWIN CHAIRMAN 1.00 4.00 X X 0 0 0 MARIAN CURTIS CO-VICE CHAIR 1.00 4.00 X X 0 0 0 MARY FRANCO CO-VICE CHAIR 1.00 4.00 X X 0 0 0 NANCY PEREZ SECRETARY 1.00 4.00 X X 0 0 0 DAVID HUNT DIRECTOR 1.00 4.00 X 0 0 0 LEO KARL III TREASURER 1.00 4.00 X X 0 0 0 BARB ACHENBAUM DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 RICHARD DEPATIE DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 DR DAVID REED DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 DEANNA XISTRIS DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 DIONNA CARLSON DIRECTOR 1.00 4.00 X 0 0 0 MARK AYEN DIRECTOR (FROM 1/2025) 1.00 4.00 X 0 0 0 MARK DEWAELE DMD DIRECTOR 1.00 4.00 X 0 0 0 ROSE LANARD DIRECTOR 1.00 4.00 X 0 0 0 JANET LANAWAY DIRECTOR 1.00 4.00 X 0 0 0 KESAV NAIR MD DIRECTOR 1.00 4.00 X 0 0 0 CRAIG OLIN MD DIRECTOR 1.00 4.00 X 0 0 0 PAUL REISS DIRECTOR 1.00 4.00 X 0 0 0 MARYNE ROBIN DIRECTOR 1.00 4.00 X 0 0 0 JAIME RUSZKOWSKI MD EX OFICIO DIRECTOR 1.00 4.00 X 0 0 0 JILL SAUTKULIS EX OFICIO DIRECTOR 1.00 4.00 X 0 0 0 RICHARD TOWNSEND DIRECTOR 1.00 4.00 X 0 0 0 PENNY YOUNG DIRECTOR 1.00 4.00 X 0 0 0 RUSSELL BARKSDALE CEO 1.00 43.00 X 0 698719 26896 CHARLES ROSE CFO 1.00 43.00 X 0 289768 26476 CAROL MCDONNELL SMITH VP HOME HEALTH 1.00 43.00 X 0 219994 4236 TERRANCE HENRY CHIEF MARKETING/SALES OFFICER 1.00 43.00 X 0 250017 43752 REBECCA ALBRECHT CHIEF HUMAN RESOURCES OFFICER 1.00 43.00 X 0 239931 14676 0 1698429 116036 0 0 1 0 0 PATIENT SERVICE REV. 623990 3082536 3082536 3082536 3082536 3082536 0 0 177087 177087 2138985 1835976 303009 167583 143677 23906 156576 126237 30339 46516 46516 40378 1895 38483 9918 9918 49608 49608 22940 709 22231 3645 865 2780 118 118 323 323 34351 34351 CLINICAL SERVICES 3421 3421 HUMAN RESOURCES 2725 2725 UNIFORMS 300 300 ENGINEERING/FACILITIES 50 50 1152 58 1094 2855676 2112838 742838 0 247998 251998 373 375 0 1823 248371 254196 65931 73880 228984 0 294915 73880 X -46544 180316 -46544 180316 248371 254196 226860 0 X X 0 1 X 1 0 X 2690632 2270503 2856076 2917577 3082536 13817324 2690632 2270503 2856076 2917577 3082536 13817324 0 1760552 1957659 3718211 1760552 1957659 3718211 10099113 2690632 2270503 2856076 2917577 3082536 13817324 0.73090 0.87470 0.00000 X 22874492 2794111 858353 40802 24769448 19851855 3751121 687764 40720 22874492 18605467 2012882 732482 34012 19851855 23477729 -4403203 435681 33378 18605467 17223749 4294595 2544534 559822 25327 23477729 0.86262 0.10214 0.03524 0 1 1 0 X PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM NOTE 1 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: THE NETWORK AND ITS SUBSIDIARIES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE NETWORK 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 CONSOLIDATED FINANCIAL STATEMENTS. THE NETWORK IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. SCHEDULE D PART V CONTRIBUTIONS IN COLUMN E- THIS REPRESENTS THE BEGINNING BALANCE AS OF 7/1/2021 (DATE OF MERGER) OF THE ENDOWMENT FUND FOR VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY (VNHFC). PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE UTILIZED TO SUPPORT THE MISSION AND PROGRAMS OF WAVENY LIFECARE NETWORK, INC. AND ITS RELATED SUBSIDIARIES, WAVENY CARE CENTER, INC., WAVENY CARE CENTER HEALTH SERVICES, INC., WAVENY AT HOME, INC., AND VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY, INC. 0 0 0 0 0 0 0 0 0 RUSSELL BARKSDALE CEO 0 473719 0 225000 0 0 0 0 0 26896 0 725615 0 0 CHARLES ROSE CFO 0 254130 0 35638 0 0 0 0 0 26476 0 316244 0 0 TERRANCE HENRY CHIEF MARKETING/SALES OFFICER 0 236332 0 13685 0 0 0 0 0 43752 0 293769 0 0 REBECCA ALBRECHT CHIEF HUMAN RESOURCES OFFICER 0 218931 0 21000 0 0 0 0 0 14676 0 254607 0 0 CAROL MCDONNELL SMITH VP HOME HEALTH 0 205331 0 14663 0 0 0 0 0 4236 0 224230 0 0 PART I, LINE 3 THE CEO/EXECUTIVE DIRECTOR OF WAVENY CARE CENTER HEALTH SERVICE, INC. IS PAID BY A RELATED ORGANIZATION, WAVENY CARE CENTER, INC., WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF WAVENY AT HOME, INC. IS WAVENY LIFECARE NETWORK, INC. FORM 990, PART VI, SECTION A, LINE 7A WAVENY LIFECARE NETWORK, INC., THE SOLE MEMBER OF WAVENY AT HOME, INC. HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B ACCORDING TO ARTICLE II, SECTION 2 OF THE BYLAWS, THE SOLE MEMBER SHALL HAVE THE FOLLOWING RIGHTS, POWERS AND PRIVILEGES: (A) TO APPROVE THE CORPORATION'S ANNUAL OPERATING AND CAPITAL BUDGETS AND ALL FUNDRAISING PROGRAMS PROPOSED TO BE CONDUCTED BY THE CORPORATION; (B) TO APPROVE (I) SIGNIFICANT PROGRAMS AND EXPENDITURES PROPOSED TO BE UNDERTAKEN BY THE CORPORATION, AND (II) PLANS THAT WOULD MATERIALLY AFFECT THE GROWTH AND DEVELOPMENT OF THE CORPORATION, EXCEPT WHERE SUCH ACTION IS ALREADY INCORPORATED IN AN APPROVED OPERATING OR CAPITAL BUDGET OF THE CORPORATION; (C) TO APPROVE THE PURCHASE, SALE, OR OTHER DISPOSITION OF SIGNIFICANT CAPITAL OR OPERATING ASSETS AND THE INCURRING OF ANY INDEBTEDNESS FOR BORROWED MONEY; (D) TO APPROVE SIGNIFICANT AFFILIATION AGREEMENTS, INCLUDING, BUT NOT LIMITED TO, JOINT VENTURE, MANAGEMENT, MERGER AND JOINT PURCHASE AGREEMENTS, BETWEEN AND/OR AMONG THE CORPORATION AND OTHER INSTITUTIONS OR ENTITIES; (E) TO FILL VACANCIES ON THE BOARD OF DIRECTORS; (F) TO APPROVE THE ADOPTION, REPEAL OR AMENDMENT OF THE CERTIFICATE OF INCORPORATION OR BYLAWS OF THE CORPORATION; AND (G) TO ACT ON ANY OTHER MATTERS ON WHICH ACTION BY THE SOLE MEMBER IS REQUIRED OR PERMITTED BY THE CERTIFICATE OF INCORPORATION, THESE BYLAWS, OR BY LAW. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE 990 WITH THE PREPARER PRIOR TO SENDING TO THE AUDIT COMMITTEE (PART OF THE FINANCE COMMITTEE) FOR REVIEW BEFORE FILING ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, MANAGEMENT REQUIRES BOARD MEMBERS AND KEY EMPLOYEES TO SIGN OFF ON THE CONFLICT OF INTEREST POLICY. COMPLIANCE IS MONITORED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST ARISES, THE CONFLICTED BOARD MEMBER WOULD ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART VII, SECTION A AND B ALL FORMS W2 FOR WAVENY ENTITIES HAVE BEEN ISSUED BY WAVENY CARE CENTER, INC A RELATED 501(C)(3) ORGANIZATION. ALL FORMS W2 FOR VISITING NURSE AND HOSPICE CONTINUE TO BE ISSUED SEPARATELY. TIME WORKED HAS BEEN PROPERLY REPORTED AS EXPENSE BY EACH INDIVIDUAL ENTITY. ALL 1099 FORMS HAVE BEEN ISSUED BY WAVENY CARE CENTER, INC, A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WAVENY CARE CENTER HEALTH SERVICES INC 3 FARM ROAD NEW CANAAN CT 06840 061558523 TO PROMOTE THE HEALTH OF INDIVIDUALS AND GROUPS IN THE COMMUNITY. CT 501(C)(3) LINE 10 WAVENY LIFECARE NETWORK INC 1 WAVENY CARE CENTER INC 3 FARM ROAD NEW CANAAN CT 06840 060859588 TO PROVIDE A HEALTH CARE FACILITY, SERVICES AND ACCOMODATIONS CT 501(C)(3) LINE 10 WAVENY LIFECARE NETWORK INC 1 WAVENY LIFECARE NETWORK INC 3 FARM ROAD NEW CANAAN CT 06840 061558520 TO SUPPORT, CARRY OUT THE PURPOSE, UPHOLD AND PROMOTE ACTIVITIES OF WAVENY CT 501(C)(3) LINE 12C, III-FI N/A 0 VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC 322 DANBURY ROAD WILTON CT 06897 061062903 HEALTH SERVICES, INCLUDING HOME HEALTH, HOSPICE, AND COMMUNITY HEALTH CT 501(C)(3) LINE 10 WAVENY LIFECARE NETWORK INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 WAVENY CARE CENTER INC O 242189 COST WAVENY CARE CENTER INC N 565356 COST WAVENY CARE CENTER INC R 403299 COST VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC S 159840 COST