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Nonprofit · EIN 06-1490803

THE ORCHARDS AT SOUTHINGTON INC

Tax-exempt · SOUTHINGTON, CT 06489

Financials

$5.5M$5.2M2022$5.7M$5.5M2023$6.1M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of THE ORCHARDS AT SOUTHINGTON INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$6,093,820$6,131,216-$37,396$13,095,173$8,887,173$4,208,000
September 30, 2024990$5,715,752$5,495,032$220,720$12,939,419$9,054,059$3,885,360
September 30, 2023990$5,538,833$5,204,208$334,625$13,004,961$9,232,473$3,772,488
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$33,520
Program service revenue
$6,052,661
Investment income
$3,000
Net gain from sales of assets
$3,000
Other revenue
$4,639

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$2,653,786
Salaries, compensation and benefits (total)
$3,472,614
Professional fundraising fees
$0
Occupancy
$560,129
Travel
$1,709
Depreciation
$181,312
Program services (functional)
$4,757,336
Management and general (functional)
$1,373,880

Balance sheet and other

Total assets, start of year
$12,939,419
Total assets, end of year
$13,095,173
Total liabilities, end of year
$8,887,173
Net assets, end of year
$4,208,000
Land, buildings and equipment
$3,727,356
Net assets without donor restrictions
$4,208,000
Gross receipts
$6,093,820
Employees
81
Volunteers
8
Year formed
1997
State of legal domicile
CT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Chibueze AgbaDirector, President & Treasurer
Trustee or director, Officer
2$0$1,732,247$320,713
Bimal PatelDirector & Secretary NEW
Trustee or director, Officer
2$0$1,617,571$75,459
Rocco Orlando MDDirector, Secretary (Thru 12/24)
Trustee or director, Officer
2$0$1,100,928$80,338
MaryEllen KosturkoDirector & Chair
Trustee or director, Officer
2$0$735,497$156,872
Eric SmullenDirector, SVP, Community Network
Trustee or director, Officer
1$0$602,209$73,376
David BaranikVP, Finance
Officer
6$0$442,171$29,766
Lisa ConnollyVP, Community Living
Key employee
10$0$389,081$61,163
Chris CarlinVP, Community Network
Key employee
10$0$345,193$67,495
Heather DePaoloVP, Human Resources
Key employee
10$0$336,130$49,373
LeaAnn BlanchardExec Dir Assisted Living
Highest-paid employee
60$123,790$0$21,917
Sandra IngriselliDir Resident Care
Highest-paid employee
60$128,668$0$16,361
Sherry Lynn OrciariResident Care Nurse
Highest-paid employee
60$105,579$0$19,549
990 for the year ended September 30, 2024: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Chibueze AgbaDirector, President
Trustee or director, Officer
2$0$1,699,330$235,578
Tracy ChurchDirector, Chair (Thru 04/2024)
Trustee or director, Officer
2$0$1,389,309$70,458
Rocco Orlando MDDirector, Secretary
Trustee or director, Officer
2$0$1,037,392$85,981
MaryEllen KosturkoDirector & Chair (eff 04/10/24)
Trustee or director, Officer
2$0$724,131$112,406
Eric SmullenDirector
Trustee or director
1$0$655,388$72,288
David BaranikVP, Finance
Officer
6$0$427,149$28,244
Laurie St JohnFormer Key Empl; VP, Clinical Svcs
Former
0$0$409,528$23,010
Lisa ConnollyVP, Community Network Services
Key employee
10$0$363,876$57,910
Heather DePaoloVP, Human Resources
Key employee
10$0$313,932$38,818
LeaAnn BlanchardExec Dir Assisted Living
Highest-paid employee
60$122,167$0$14,129
Sandra IngriselliDir Resident Care
Highest-paid employee
60$111,821$0$14,864
990 for the year ended September 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Chibueze AgbaDirector/President
Trustee or director, Officer
2$0$1,533,173$190,199
Tracy ChurchDirector/Chair
Trustee or director, Officer
2$0$1,315,366$45,721
Rocco Orlando MDDirector/Secretary
Trustee or director, Officer
2$0$972,488$69,623
Eric SmullenDirector
Trustee or director
1$0$482,672$104,904
David BaranikVP, Finance
Officer
6$0$388,787$38,517
Lisa ConnollyVP, Community Network Serv
Key employee
10$0$326,646$47,384
Laurie St JohnVP, Clinical Services (Thru 7/2023)
Key employee
10$0$315,342$43,330
Heather DePaoloVP, Human Resources
Key employee
10$0$285,490$20,775
LeaAnn BlanchardExec Dir Assisted Living
Highest-paid employee
60$112,538$0$15,332
Sandra IngriselliDir Resident Care
Highest-paid employee
60$108,621$0$14,114

Address and contacts

Address (IRS master file)
34 HOBART STREET, SOUTHINGTON, CT 06489-3366
In care of
% PATRICIA WALDEN
Principal officer (990 for 2024)
Eric Smullen, 34 HOBART STREET, SOUTHINGTON, CT 064893350
Signed the 990
Mark Keise, Authorized Signer
Phone
(860) 628-5656

Mission

Our mission, vision, and values were established on the foundation of a lifestyle that allows seniors to remain independent as they age.

990 for the year ended September 30, 2025

Program accomplishments

  • The Orchards is a 90 apartment senior living community. The assisted living program is designed to promote the independence and dignity of seniors by providing assistance with activities of daily living. These activities include: bathing, dressing, ambulating and medication reminders in a residential setting. Other services include weekly housekeeping, meals, health promotion, exercise programs, cultural, educational and social activities.
    Expenses $4,757,336 · revenue $6,052,661

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
06-1490803
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1997
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,095,173
Income (IRS master file)
$6,093,820

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$6,093,820$6,131,216$13,095,173XML
990September 2024$5,715,752$5,495,032$12,939,419XML
990September 2023$5,538,833$5,204,208$13,004,961XML
990September 2022$5,399,742$4,878,726$12,778,383IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1490803).

Questions about THE ORCHARDS AT SOUTHINGTON INC

What is the EIN of THE ORCHARDS AT SOUTHINGTON INC?
The employer identification number (EIN) of THE ORCHARDS AT SOUTHINGTON INC is 06-1490803.
Is THE ORCHARDS AT SOUTHINGTON INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE ORCHARDS AT SOUTHINGTON INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE ORCHARDS AT SOUTHINGTON INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE ORCHARDS AT SOUTHINGTON INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ORCHARDS AT SOUTHINGTON INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of THE ORCHARDS AT SOUTHINGTON INC?
The 990 for the year ended September 30, 2025 names Eric Smullen.
Who are the officers and directors of THE ORCHARDS AT SOUTHINGTON INC?
The 990 for the year ended September 30, 2025 lists 12 people; 3 received compensation from the organization.
How much revenue does THE ORCHARDS AT SOUTHINGTON INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $6,093,820, expenses of $6,131,216 and total assets of $13,095,173 at year end.

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