Civic Intelligence

Church Homes Inc Congregational

EIN 06-0763898 • 501(c)3 • Hartford, CT

Profile

To provide, on a not-for-profit basis and without discrimination, a full range of residential living and health care services for older adults by promoting and implementing systems that maintain and support every individual's optimal independence and life wishes in a safe, dignified atmosphere conducive to quality retirement, by assuring knowledgeable and consistent leadership in retirement living, long-term care, home care and support services and by developing innovative programs and services which respond to the changing needs of its residents and clients and the society it serves.

217 Avery HeightsHartford, CT 06106-4200

www.churchhomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.21x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.28x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

2.8%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

6.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$65,296,278

Up $3,366,428 (+5.4%) from 2023

Liabilities

Down

$12,324,304

Down $513,984 (-4.0%) from 2023

Net Assets

Up

$52,971,974

Up $3,880,412 (+7.9%) from 2023

Revenue

Up

$48,742,505

Up $3,394,449 (+7.5%) from 2023

Expenses

Up

$47,503,708

Up $2,522,386 (+5.6%) from 2023

Net Income

Up

$1,238,797

Up $872,063 (+238%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $60,793,740Liabilities 2010: $29,553,703Net Assets 2010: $31,240,0372010Assets 2011: $58,797,199Liabilities 2011: $27,433,070Net Assets 2011: $31,364,1292011Assets 2012: $58,360,806Liabilities 2012: $24,996,083Net Assets 2012: $33,364,7232012Assets 2013: $58,207,892Liabilities 2013: $23,337,361Net Assets 2013: $34,870,5312013Assets 2014: $57,175,966Liabilities 2014: $20,944,559Net Assets 2014: $36,231,4072014Assets 2015: $55,079,347Liabilities 2015: $19,292,559Net Assets 2015: $35,786,7882015Assets 2016: $56,370,256Liabilities 2016: $18,285,417Net Assets 2016: $38,084,8392016Assets 2017: $57,206,056Liabilities 2017: $17,154,544Net Assets 2017: $40,051,5122017Assets 2018: $57,765,674Liabilities 2018: $16,730,367Net Assets 2018: $41,035,3072018Assets 2019: $58,402,377Liabilities 2019: $15,887,917Net Assets 2019: $42,514,4602019Assets 2020: $64,731,032Liabilities 2020: $21,701,270Net Assets 2020: $43,029,7622020Assets 2021: $66,814,716Liabilities 2021: $15,230,135Net Assets 2021: $51,584,5812021Assets 2022: $60,252,120Liabilities 2022: $12,845,454Net Assets 2022: $47,406,6662022Assets 2023: $61,929,850Liabilities 2023: $12,838,288Net Assets 2023: $49,091,5622023Assets 2024: $65,296,278Liabilities 2024: $12,324,304Net Assets 2024: $52,971,9742024

Highlighted filing

2024

Assets$65,296,278
Liabilities$12,324,304
Net Assets$52,971,974

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $39,796,9652010Expenses 2011: $39,859,5972011Expenses 2012: $40,216,8962012Revenue 2013: $41,193,217Expenses 2013: $40,409,861Net Income 2013: $783,3562013Revenue 2014: $41,609,326Expenses 2014: $40,315,920Net Income 2014: $1,293,4062014Revenue 2015: $41,821,626Expenses 2015: $40,262,418Net Income 2015: $1,559,2082015Revenue 2016: $40,879,099Expenses 2016: $39,722,678Net Income 2016: $1,156,4212016Revenue 2017: $40,627,495Expenses 2017: $39,932,504Net Income 2017: $694,9912017Revenue 2018: $42,684,725Expenses 2018: $41,457,621Net Income 2018: $1,227,1042018Revenue 2019: $44,299,704Expenses 2019: $42,795,344Net Income 2019: $1,504,3602019Revenue 2020: $42,476,151Expenses 2020: $42,676,054Net Income 2020: -$199,9032020Revenue 2021: $47,094,677Expenses 2021: $40,430,128Net Income 2021: $6,664,5492021Revenue 2022: $42,649,709Expenses 2022: $42,535,743Net Income 2022: $113,9662022Revenue 2023: $45,348,056Expenses 2023: $44,981,322Net Income 2023: $366,7342023Revenue 2024: $48,742,505Expenses 2024: $47,503,708Net Income 2024: $1,238,7972024

Highlighted filing

2024

Revenue$48,742,505
Expenses$47,503,708
Net Income$1,238,797

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.3$12.3$53.0$48.7$47.5$1.24
2023Detailed filing. Detailed filing data is available for this year.$61.9$12.8$49.1$45.3$45.0$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$12.8$47.4$42.6$42.5$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.8$15.2$51.6$47.1$40.4$6.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.7$21.7$43.0$42.5$42.7$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.4$15.9$42.5$44.3$42.8$1.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.8$16.7$41.0$42.7$41.5$1.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.2$17.2$40.1$40.6$39.9$0.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.4$18.3$38.1$40.9$39.7$1.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.1$19.3$35.8$41.8$40.3$1.56
2014Detailed filing. Detailed filing data is available for this year.$57.2$20.9$36.2$41.6$40.3$1.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.2$23.3$34.9$41.2$40.4$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$25.0$33.4$40.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.8$27.4$31.4$39.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$29.6$31.2$39.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 1, 2025
Return Version
2023v6.0
Gross Receipts
$78,335,841
Mission and Program Overview

Mission

To provide, on a not-for-profit basis and without discrimination, a full range of residential living and health care services for older adults by promoting and implementing systems that maintain and support every individual's optimal independence and life wishes in a safe, dignified atmosphere conducive to quality retirement, by assuring knowledgeable and consistent leadership in retirement living, long-term care, home care and support services and by developing innovative programs and services which respond to the changing needs of its residents and clients and the society it serves.

To provide a full range of residential living and health care services for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,275,803$22,906,226▲ $630,423
Investments in Publicly Traded Securities$15,547,332$18,375,617▲ $2,828,285
Savings and Temporary Cash Investments$11,665,509$12,383,585▲ $718,076
Cash and Non-Interest-Bearing Accounts$5,696,959$6,952,825▲ $1,255,866
Accounts Receivable$5,389,601$4,107,233▼ $1,282,368
Inventories for Sale or Use$211,090$233,399▲ $22,309
Prepaid Expenses and Deferred Charges$1,020,629$219,455▼ $801,174
Investments Other Securities$0$0→ $0
Total Assets$61,929,850$65,296,278▲ $3,366,428
Other Assets Total$122,927$117,938▼ $4,989
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,338,784$7,319,963▼ $1,018,821
Accounts Payable and Accrued Expenses$3,579,260$3,708,388▲ $129,128
Other Liabilities$920,244$1,295,953▲ $375,709
Total Liabilities$12,838,288$12,324,304▼ $513,984
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,826,745$40,073,710▲ $2,246,965
Net Assets With Donor Restrictions$11,264,817$12,898,264▲ $1,633,447
Total Net Assets Fund Balance$49,091,562$52,971,974▲ $3,880,412
Total Liabilities and Net Assets / Fund Balance$61,929,850$65,296,278▲ $3,366,428

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,072,998$45,535,206$58,608,204
Equipment$5,205,271$24,995,811$30,201,082
Other Land Buildings$1,262,673$3,982,133$5,244,806
Land$3,365,284-$3,365,284

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$12,048,718$87,439▲ $2,316,504$901,895$13,550,766
2022$11,313,258$86,910▲ $1,268,134$619,584$12,048,718
2021$14,071,628$69,194▼ $2,521,895$305,669$11,313,258
2020$11,642,513$168,221▲ $2,578,801$317,907$14,071,628
2019$11,023,321$61,995▲ $806,681$249,484$11,642,513
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick Gilland CEO Till 224Vice ChairmanFT$276,016$87,332$363,348
William ThompsonCEO/president (as of 2/2024)FT$201,791$48,558$250,349
Anna LukasNurse ManagerFT$197,240$39,544$236,784
Maria Cecilia MatherlyRnFT$176,890$17,619$194,509
Jessica BoardmanAdns / Nurse MgrFT$140,598$50,260$190,858
William PondVP/administratorFT$141,176$31,557$172,733
Autumn CockroftDnsFT$145,032$23,200$168,232
Bonita GanimDnsFT$134,782$24,444$159,226
Doreen BaldoniCorporate SecretaryPT$42,232$3,590$45,822

Board Members and Trustees

NameTitle
David E CanuelChairman
Thomas P KelleyVice Chairman (left 1/2024)
Cynthia J MartinezDirector
Cynthia W ShahenDirector
Kenneth H McgovernDirector
Margaret a GolasDirector
Mercedese E LargeDirector
P Wayne MooreDirector
James FidanzaDirector (as of 1/2024)
Larry C BrownDirector (left 1/2024)
Peter B MathewsDirector (left 1/2024)
Michael LatinaVP/administrator (as of 1/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
Symbria RehabRehab Therapy28100 TORCH PARKWAY SUITE 600, Warrenville, IL 60555$2,233,334
Strategic Nursing SolutionsNurse Pool169 HATTERTOWN TD, Monroe, CT 06468$347,060
Elder Crew LLCNurse Pool71 RAYMOND RD, West Hartford, CT 06107$282,091
Facility Compliance Fire Protection LLCPrevenative Fire Maintenance1492 BERLIN TURNPIKE, Berlin, CT 06037$255,660
Lawrence CaseyLandscaping And Snow Removal ServicesPO BOX 1154, Canaan, CT 06018$160,326
Revenue and Support

Revenue Composition

Contributions and Grants
$280,032
Program Service Revenue
$46,931,071
Investment Income
$1,280,579
Other Revenue
$250,823
All Other Contributions
$280,032
Change in Net Assets
$1,238,797

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,814,043
Revenue Not Reported on Financial Statements
$-71,538
Revenue Not Reported on Form 990
$2,662,205
Other Revenue Adjustments
$-128,948
Total Revenue per Audited Statements
$51,476,248
Total Revenue per Form 990
$48,742,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,737,185
Other Expenses$18,756,164
Total Fundraising Expense$36,904
Grants and Similar Amounts Paid$10,359
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,210,839$1,427,747$18,027$21,656,613
Fees for Services Other$7,686,893$80,228-$7,767,121
Other Employee Benefits$3,138,510$279,452$2,800$3,420,762
Depreciation Depletion$2,531,537--$2,531,537
Occupancy$2,204,404$35,042-$2,239,446
Payroll Taxes$1,381,858$144,733$1,232$1,527,823
Pension Plan Contributions$1,260,474$66,293$1,124$1,327,891
Current Officers, Directors, Trustees, and Key Employees-$804,096-$804,096
All Other Expenses$633,540$97,660$3,595$734,795
Insurance$668,577--$668,577
Office Expenses$195,511$203,392$5,383$404,286
Information Technology$119,802$156,768$4,743$281,313
Interest$217,163--$217,163
Other Expenses$207,828$650-$208,478
Advertising$134,244$1,302-$135,546
Fees for Services Accounting-$111,194-$111,194
Fees for Service Investment Mgmnt Fees-$57,410-$57,410
Fees for Services Legal-$27,949-$27,949
Grants to Domestic Individuals$10,359--$10,359
Fees for Services Management-$6,000-$6,000
Conferences and Meetings$3,369--$3,369
Travel$1,018$1,527-$2,545
Total Functional Expenses$43,965,267$3,501,537$36,904$47,503,708

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$47,595,836
Total Expenses per Form 990$47,503,708
Expenses per Audited Statements$47,446,298
Expenses Not Reported on Form 990$149,538
Expenses Not Reported on Financial Statements$57,410
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Vendor/donorFlooring/carpetingNo$321,440
-VENDOR/VICE CHAIRMAN'S WIFEFurnishings for Lobby Renovation and Fireplace Lounge, Outdoor Patio, Window Treatments, Decorative AccessoriesNo$83,827
-Vice Chairman Is Board MemberExecutive Search for New CEONo$12,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$1,285,275
Annuities Payable$10,678

Bond Issues

BondIssuerIssuedIssue PricePurpose
AA Connecticut Health and Educational Facilities Authority2015-11-18$15,282,000REFUND PRIOR ISSUE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,282,000-$7,904,574$134,222

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed with the board of directors at regularly scheduled board of directors meetings. If no meeting is scheduled, the form is emailed to each member for review.

Form 990, Part VI, Section B, Line 12C

The president of church homes, inc. Reviews the board members and officers' responses to the annual conflict of interest questionnaire with the committee on directors. Where an actual or potential conflict of interest exists, the committee on directors is authorized to take appropriate corrective action.

Form 990, Part VI, Section B, Line 15

The personnel committee of the board of church homes, inc., reviews and approves officer compensation annually. The committee uses comparability data for its review. The deliberation and decision regarding the compensation is documented.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Church Homes Inc Congregational
EIN
06-0763898
Phone
8605279126
Address
217 AVERY HEIGHTS, HARTFORD, CT 06106-4200

Signing Officer

Name
William Thompson
Title
Signing Officer
Phone
8605279126
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Thompson
Formed
1957
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
8
Employees
494
Volunteers
132

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
66 HUDSON BLVD E SUITE 2200, NEW YORK, NY 10001
Preparer
Mary-evelyn Antonetti
Phone
2126976900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 776,400. Management and general expenses 69,730. Fundraising expenses 0. Total expenses 846,130. Dietary services: program service expenses 2,125,766. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,125,766. Housekeeping services: program service expenses 1,032,514. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,032,514. Pre-employment services: program service expenses 22,725. Management and general expenses 1,216. Fundraising expenses 0. Total expenses 23,941. Laundry services: program service expenses 534,791. Management and general expenses 0. Fundraising expenses 0. Total expenses 534,791. Ground services: program service expenses 413,352. Management and general expenses 0. Fundraising expenses 0. Total expenses 413,352. Security contract: program service expenses 170,385. Management and general expenses 0. Fundraising expenses 0. Total expenses 170,385. Nursing and therapy services: program service expenses 2,377,965. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,377,965. Fire protection contract: program service expenses 146,064. Management and general expenses 0. Fundraising expenses 0. Total expenses 146,064. Equipment maintance contract: program service expenses 86,931. Management and general expenses 9,282. Fundraising expenses 0. Total expenses 96,213.

FORM 990, PART XI, LINE 9:

Change in split-interest agreements -3,390.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The corporation has applied for and received a determination letter from the internal revenue service (irs) to be treated as a tax-exempt entity pursuant to section 501(c)(3) of the internal revenue code and did not have any material unrelated business income for the year ended september 30, 2024. Due to its tax-exempt status, the corporation would only be subject to income taxes on unrelated business income. Accordingly, these financial statements do not reflect a provision for income taxes and the corporation has no other tax positions which must be considered for disclosure. The corporation is required to file and does file informational returns with the irs and other taxing authorities which are subject to examination by the irs for a period of three years. There are currently no audits for any tax periods pending or in progress. Management has analyzed the tax positions taken by the corporation and has concluded that, as of september 30, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) for disclosure in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in split-interest agreements -3,390. Cost of goods sold 20,590.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rental expenses -128,948.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 20,590. Rental expenses 128,948.

Raw XML AppendixShowing 400 of 964 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ELDER CREW LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3FACILITY COMPLIANCE FIRE PROTECTION LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4LAWRENCE CASEY
IRS990/ContractorCompensationGrp/ServicesDesc0REHAB THERAPY
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IRS990/ContractorCompensationGrp/ServicesDesc2NURSE POOL
IRS990/ContractorCompensationGrp/ServicesDesc3PREVENATIVE FIRE MAINTENANCE
IRS990/ContractorCompensationGrp/ServicesDesc4LANDSCAPING AND SNOW REMOVAL SERVICES
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IRS990/Desc0CHURCH HOMES, INC. CONGREGATIONAL IS A NOT-FOR-PROFIT CORPORATION, WHICH OWNS AND OPERATES RETIREMENT AND HEALTH CARE FACILITIES IN HARTFORD, CT (AVERY HEIGHTS) AND SALISBURY, CT (NOBLE HORIZONS). AVERY HEIGHTS CONSISTS OF 130 SKILLED NURSING BEDS, 69 INTERMEDIATE CARE BEDS, 58 INDEPENDENT LIVING COTTAGES, 127 INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS, PLUS 20 MEMORY CARE UNITS. IN ADDITION, AVERY HEIGHTS OPERATES A HOME HEALTH AGENCY. NOBLE HORIZONS CONSISTS OF 61 SKILLED NURSING BEDS, 30 INTERMEDIATE CARE BEDS, 50 INDEPENDENT LIVING COTTAGES, AND 19 ACCOMMODATIONS IN A HOME FOR THE AGED.
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IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES FIDANZA
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IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL LATINA
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM POND
IRS990/Form990PartVIISectionAGrp/PersonNm15DOREEN BALDONI
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN
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IRS990/MissionDesc0TO PROVIDE, ON A NOT-FOR-PROFIT BASIS AND WITHOUT DISCRIMINATION, A FULL RANGE OF RESIDENTIAL LIVING AND HEALTH CARE SERVICES FOR OLDER ADULTS BY PROMOTING AND IMPLEMENTING SYSTEMS THAT MAINTAIN AND SUPPORT EVERY INDIVIDUAL'S OPTIMAL INDEPENDENCE AND LIFE WISHES IN A (SEE SCH O)SAFE, DIGNIFIED ATMOSPHERE CONDUCIVE TO QUALITY RETIREMENT, BY ASSURING KNOWLEDGEABLE AND CONSISTENT LEADERSHIP IN RETIREMENT LIVING, LONG-TERM CARE, HOME CARE AND SUPPORT SERVICES AND BY DEVELOPING INNOVATIVE PROGRAMS AND SERVICES WHICH RESPOND TO THE CHANGING NEEDS OF ITS RESIDENTS AND CLIENTS AND THE SOCIETY IT SERVES.
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