Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 180,651 | 302,258 | 89,305 | 231,454 | 336,741 | 1,140,409 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 9,645,739 | 12,781,684 | 13,681,333 | 13,955,578 | 14,450,602 | 64,514,936 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 9,826,390 | 13,083,942 | 13,770,638 | 14,187,032 | 14,787,343 | 65,655,345 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 13,625 | 7,446 | 10,620 | 10,707 | 42,398 | |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 43,145 | 22,162 | 94,097 | 39,811 | 199,215 | |
| c | Add lines 7a and 7b.. | 56,770 | 29,608 | 104,717 | 50,518 | 241,613 | |
| 8 | Public support (Subtract line 7c from line 6.) | 65,413,732 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 9,826,390 | 13,083,942 | 13,770,638 | 14,187,032 | 14,787,343 | 65,655,345 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 24,191 | 5 | 17,032 | 13,841 | 9,746 | 64,815 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 24,191 | 5 | 17,032 | 13,841 | 9,746 | 64,815 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 2,475 | 27,749 | 2,662 | 8,677 | 5,115 | 46,678 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 9,853,056 | 13,111,696 | 13,790,332 | 14,209,550 | 14,802,204 | 65,766,838 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: | MISCELLANEOUS INCOME |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 2 | THE ORGANIZATION CREATED A LIMITED LIABILITY COMPANY ON APRIL 28, 2015 KNOWN AS MARY WADE AT HOME (AT HOME). THE HOME IS THE SOLE MEMBER OF AT HOME. THE PURPOSE OF AT HOME IS TO PROVIDE NON-MEDICAL HOME CARE SERVICES TO SENIORS AND INDIVIDUALS WITH DISABILITIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | LAWRENCE IANNOTTI AND LUCIE IANNOTTI ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 3 | MW HEALTHCARE, INC. PROVIDES MANAGEMENT SERVICES TO THE MARY WADE HOME, INC. AND HOLDS AND MANAGES THE ENDOWMENT ASSETS FOR THE BENEFIT OF THE MARY WADE HOME, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | MW HEALTHCARE, INC. IS THE SOLE MEMBER OF THE MARY WADE HOME, INC. AND IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, MW HEALTHCARE, INC., ELECTS THE BOARD OF DIRECTORS FOR THE UPCOMING YEAR. THIS IS DONE AT THE ANNUAL MEETING OF THE BOARD OF MANAGERS OF MW HEALTHCARE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER, MW HEALTHCARE, INC., HAS THE RIGHT TO VOTE ON ALL MATTERS UPON WHICH MEMBERS OF A CONNECTICUT NONSTOCK CORPORATION ARE AFFORDED THE RIGHT TO VOTE UNDER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER OF THE COMPANY AND THE MEMBERS OF THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF MANAGERS. A COMPLETE COPY IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S PARENT ORGANIZATION HAS A CORPORATE COMPLIANCE OFFICER WHO SENDS OUT CONFLICT OF INTEREST STATEMENTS TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF MANAGERS. CERTAIN RESTRICTIONS ARE PLACED ON PERSONS WITH A CONFLICT. THEY ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DISCUSSIONS AND DECISIONS REGARDING THE TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE CEO PREPARES PERFORMANCE EVALUATIONS ON SENIOR STAFF, INCLUDING A SELF EVALUATION. THE PERFORMANCE EVALUATIONS ARE BASED ON DUTIES THAT ARE STATED WITHIN THE JOB DESCRIPTIONS, BENCHMARKS THAT ARE USED IN QUARTERLY DASHBOARD REPORTS (I.E. CENSUS, PAYOR MIX, STAFF TURNOVER, FINANCIAL INDICATORS, ETC.) AND ANNUAL GOALS. THE EVALUATIONS INCLUDE CURRENT ANNUAL SALARY (INCLUDING BONUSES), AND INCREASES THAT ARE RECOMMENDED TO THE COMMITTEE BY THE CEO. THE CEO MEETS WITH THE PERSONNEL COMMITTEE TO REVIEW PERFORMANCES AND ANSWER QUESTIONS, AND SUBMITS RECOMMENDATIONS FOR SALARY INCREASES, AND/OR REASONS FOR NOT INCREASING SALARIES. THE PERSONNEL COMMITTEE MEETS SEPARATELY WITHOUT STAFF TO DISCUSS THE EVALUATIONS AND RECOMMENDATIONS. TO ASSIST MANAGEMENT AND MEMBERS OF THE PERSONNEL COMMITTEE IN PROVIDING A COMPARISON ANALYSIS FOR EACH POSITION, THREE HUMAN RESOURCE WAGE AND BENEFIT RESOURCES ARE UTILIZED, AS LISTED BELOW: 1.) NURSING HOME SALARY & BENEFITS REPORT, 2014-2015, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JULY 2015, EFFECTIVE DATE OF DATA: MARCH 2015. 2.) CONTINUING CARE RETIREMENT COMMUNITY SALARY & BENEFITS REPORT, 2014-2015, PUBLISHED BY HOSPITAL & HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH LEADINGAGE, PUBLISHED JULY 2015, EFFECTIVE DATE OF DATA: MARCH 2015. 3.) COMPENSATION & BENEFITS SURVEY, CONDUCTED BY KARDASLARSON, LLC, A HUMAN RESOURCE CONSULTING FIRM HEADQUARTERED IN AVON, CT. THIS REPORT WAS SPONSORED BY LEADINGAGE CONNECTICUT AND LEADINGAGE MASSACHUSETTS AND THE SURVEY INCLUDES RESULTS FROM ORGANIZATIONS IN CT AND MA. THE SURVEY WAS PUBLISHED AUGUST 2015. THE ANNUAL PERFORMANCE EVALUATIONS AND RECOMMENDATIONS FOR COMPENSATION PACKAGES (INCLUDING BONUSES) ARE PRESENTED TO THE BOARD OF MANAGERS BY THE PERSONNEL COMMITTEE IN SPECIAL SESSION. FOLLOWING BOARD ACTION, A REPRESENTATIVE OF THE PERSONNEL COMMITTEE MEETS WITH THE CEO TO COMMUNICATE THE ACTIONS THAT WERE TAKEN. THE CEO MEETS SEPARATELY WITH SENIOR STAFF MEMBERS TO REVIEW THEIR EVALUATIONS AND COMPENSATION PACKAGE FOR THE COMING YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THIS TIME, THE ORGANIZATION HAS NOT HAD ANY REQUEST TO REVIEW THIS INFORMATION. HOWEVER, THIS INFORMATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ROUNDING -6. |
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| Software Version: |