2024-05-15T09:14:31-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 060806499 CW RESOURCES INC CWRE 8602297700 200 MYRTLE STREET NEW BRITAIN CT 060534160 MARTA JONES CHIEF FINANCIAL OFFICER 8602297700 2024-05-15 1 MARTA JONES 999009999 1 PAUL BALLASY P00852868 9592007000 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM GREEN 200 MYRTLE STREET NEW BRITAIN CT 060534160 115131197 0 X WWW.CWRESOURCES.ORG X 1964 CT TO PROVIDE INTEGRATED VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR THOSE INDIVIDUALS WHO ARE PHYSICALLY, DEVELOPMENTALLY, EMOTIONALLY, AND/OR SOCIO-ECONOMICALLY CHALLENGED. 22 21 2644 90 0 0 11254618 11595609 94343119 101826754 727449 1276391 0 89796 106325186 114788550 0 0 0 0 66666365 73181797 0 0 0 25798864 27289228 92465229 100471025 13859957 14317525 80476907 102008843 9257828 14927601 71219079 87081242 TO PROVIDE INTEGRATED VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR THOSE INDIVIDUALS WHO ARE PHYSICALLY, DEVELOPMENTALLY, EMOTIONALLY, AND/OR SOCIO-ECONOMICALLY CHALLENGED. 0 0 80669374 92743614 COMMUNITY BASED EMPLOYMENT SERVICES: PROVIDE COMMUNITY BASED EMPLOYMENT PROGRAMS AND SERVICES TO DISABLED PERSONS AND TO PERSONS WITH OTHER SOCIAL BARRIERS TO EMPLOYMENT. 1,807 PERSONS WERE PROVIDED THESE SERVICES DURING THE TAX YEAR. CW EMPLOYS PEOPLE THROUGH CUSTODIAL, LANDSCAPING, COMMISSARY, DELIVERY, AND OTHER SERVICE CONTRACTS WITH THE FEDERAL GOVERNMENT, STATE GOVERNMENTS, AND LOCAL MUNICIPALITIES. 6756606 3510983 ELDERLY NUTRITION SERVICES: PROVIDE SERVICES TO OVER 4,340 PEOPLE PER YEAR. MOST SERVICES INCLUDE FOOD PREPARATION AND DELIVERY OF MEALS (MEALS ON WHEELS). CW ALSO PROVIDES MEALS TO SENIOR CAFETERIA SITES AND ADULT DAY SUPPORT CENTERS. MOST REVENUES ARE GENERATED BY STATE AND FEDERAL CONTRACTS. 5934547 5572157 CENTER BASED EMPLOYMENT AND PREVOCATIONAL TRAINING: ASSIST INDIVIDUALS WITH DISABILITIES IN DEVELOPING BASIC WORK AND INTERPERSONAL SKILLS AND IMPROVING WORK ENDURANCE IN AN EFFORT TO IMPROVE THE LIKELIHOOD OF AND SUCCESS IN MORE INDEPENDENT EMPLOYMENT INCLUDING COMPETITIVE EMPLOYMENT. THE ORGANIZATION ASSISTED 43 CLIENTS DURING THE TAX YEAR. 93360527 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 25 0 1 2644 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA IL KY MA MD NH NM NY TN UT X MARTA JONES 8602297700 200 MYRTLE STREET NEW BRITAIN CT 060534160 X GERRY BERTHIAUME TREASURER 0.50 0.50 X X 0 0 0 CHET CAMARATA BOARD MEMBER 0.50 0.50 X 0 0 0 WAYNE CARINI BOARD MEMBER 0.50 0.50 X 0 0 0 SCOTT CRETELLA BOARD MEMBER 0.50 0.50 X 0 0 0 PAUL D'ADDABBO BOARD MEMBER 0.50 0.50 X 0 0 0 RAYMOND DECORMIER OUTGOING BOARD MEMBER 0.50 0.50 X 0 0 0 ELIZABETH FLYNN-ANGELONE VICE CHAIRPERSON 0.50 0.50 X X 0 0 0 LARRY GALLUPE BOARD MEMBER 0.50 0.50 X 0 0 0 JANIS JERMAN BOARD MEMBER 0.50 0.50 X 0 0 0 KENNY JONES BOARD MEMBER 0.50 0.50 X 0 0 0 DENNIS KERN BOARD MEMBER 0.50 0.50 X 0 0 0 JOSEPH LAFFIN BOARD MEMBER 0.50 0.50 X 0 0 0 ROBERT LAUNDY BOARD MEMBER 0.50 0.50 X 0 0 0 GEORGIAN LUSSIER BOARD MEMBER 0.50 0.50 X 0 0 0 DOUG MALICK BOARD MEMBER 0.50 0.50 X 0 0 0 STEPHEN NIMS CHAIRPERSON 0.50 0.50 X X 0 0 0 ROBERT PRIMMER BOARD MEMBER 0.50 0.50 X 0 0 0 WILLIAM SCHUCH BOARD MEMBER 0.50 0.50 X 0 0 0 ROLLIN SCHUSTER BOARD MEMBER/OUTGOING CHAIRPERSON 0.50 0.50 X X 0 0 0 STEVE TILLONA BOARD MEMBER 0.50 0.50 X 0 0 0 JEANNETTE VARKAL BOARD MEMBER 0.50 0.50 X 0 0 0 DEBORAH WEBER SECRETARY 0.50 0.50 X X 0 0 0 LORI WILLIAMSON BOARD MEMBER 0.50 0.50 X 0 0 0 RON BUCCILLI OUTGOING PRESIDENT/CHIEF STRATEGY OFFICER 39.00 1.00 X 735351 0 26853 WILLIAM GREEN PRESIDENT 39.00 1.00 X 458436 0 50814 MARTA JONES CHIEF FINANCIAL OFFICER 39.00 1.00 X 265646 0 45726 ANTHONY ZAGONE VP CONTRACT SERVICES 39.00 1.00 X 255955 0 15966 REBECCA SARVELA VP HUMAN RESOURCES 39.00 1.00 X 222951 0 20769 WILLIAM BLONSKI VP OF SALES & MANUFACTURING 39.00 1.00 X 218888 0 19505 SANDRA LAVOY VP OF COMMUNITY REHABILITATION SERVICES THROUGH 02 39.00 1.00 X 183638 0 2658 THOMAS MONDELCI OP. SUBJECT MATTER EXPERT 39.00 1.00 X 392167 0 44547 ERIN MCLAUGHLIN CONTROLLER 39.00 1.00 X 215737 0 20776 LEOPOLDO DEVORA NATIONAL DIRECTOR STRATEGIC INITIATIVES 39.00 1.00 X 186420 0 43734 AARON MILLER REGIONAL DIRECTOR 40.00 X 155072 0 28026 JESSICA VOTA REGIONAL DIRECTOR 40.00 X 155847 0 4401 3446108 0 323775 25 0 1 0 EDUCATIONAL CATERING INC 521 N RIVERSIDE DRIVE FORT WORTH TX 76111 FOOD SERVICE MANAGEMENT 1090568 D&D ENTERPRISES 21 STRNAD ROAD LISBON CT 06351 LANDSCAPING AND SNOW REMOVAL 865738 AUTOMOTIVE CONNECTION FLEET LLC 103 EAST MAIN STREET PLAINVILLE CT 06062 VEHICLE REPAIR AND FLEET MANAGEMENT 615971 UKG INC 2000 ULTIMATE WAY WESTON FL 33326 HR INFORMATION SYSTEM 486133 DOUBLE V ENTERPRISES 8104 STARR AVE EL PASO TX 79907 LANDSCAPING 475800 15 11585845 9764 11595609 JANITORIAL SERVICES 561700 91543193 91543193 DRY FOOD PACKAGING 311000 3543274 3543274 ELDERLY NUTRITION PROGRAM 722320 3510983 3510983 MISC MANUFACTURING & ASSEMBLY 310000 2028883 2028883 JOB TRAINING SERVICES 624310 1200421 1200421 101826754 1279409 1279409 89796 0 89796 89796 89796 292713 46916 291839 50808 874 -3892 -3018 -3018 114788550 101826754 0 1366187 1926245 244278 1681967 72987 32155 40832 48761930 46396385 2365545 1139194 1002795 136399 16722791 16327055 395736 4558650 4284677 273973 164767 73197 91570 105135 105135 260058 117451 142607 1792675 845200 947475 1966191 1679443 286748 72936 70460 2476 436170 370089 66081 1678022 1387858 290164 1074382 893003 181379 RAW MATERIALS 14807553 14807553 SOURCEAMERICA FEE 2680059 2680059 CLIENT TRANSPORTATION T 1406995 1406995 BAD DEBT EXPENSES 48000 48000 796285 741874 54411 100471025 93360527 7110498 0 26595246 15558980 20210870 17201971 18513755 1035430 1077173 690058 810082 22609323 18809186 4464064 3800137 29401347 37122686 2978867 1088791 1936293 80476907 102008843 7160350 7304062 1008687 2519277 1088791 5104262 9257828 14927601 X 71219079 87081242 71219079 87081242 80476907 102008843 14317525 1544639 0 X 0 1 X 1 1 1 X 11501287 12435589 10678046 11254618 11595609 57465149 74995590 83771539 91752099 94343119 101826754 446689101 86496877 96207128 102430145 105597737 113422363 504154250 0 0 0 504154250 130985 372587 430745 663491 1369205 2967013 130985 372587 430745 663491 1369205 2967013 86627862 96579715 102860890 106261228 114791568 507121263 0.99410 0.99650 0.00590 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3578755 2336056 1242699 11690029 10279911 1410118 7340539 6193219 1147320 3800137 DEFFERED COMPENSATION OBLIGATION 1936013 OPERATING LEASE LIABILITIES 2978867 DUE TO RELATED PARTY 189382 5104262 X 116333188 1544639 1544639 114788549 0 114788549 100471025 0 100471025 0 100471025 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COMPANY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, ASSET, OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANY'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE COMPANY WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF MANAGEMENT AND GENERAL EXPENSES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE COMPANY DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. X X X X X 0 0 0 0 0 0 0 1 0 RON BUCCILLI OUTGOING PRESIDENT/CHIEF STRATEGY OF 314972 0 395297 0 25082 0 8196 0 18657 0 762204 0 0 0 WILLIAM GREEN PRESIDENT 292267 0 137243 0 28926 0 12036 0 38778 0 509250 0 0 0 THOMAS MONDELCI OP. SUBJECT MATTER EXPERT 147418 0 36816 0 207933 0 6224 0 38323 0 436714 0 0 0 MARTA JONES CHIEF FINANCIAL OFFICER 185852 0 59183 0 20611 0 7748 0 37978 0 311372 0 0 0 ANTHONY ZAGONE VP CONTRACT SERVICES 181973 0 50619 0 23363 0 7309 0 8657 0 271921 0 0 0 REBECCA SARVELA VP HUMAN RESOURCES 158401 0 43795 0 20755 0 6471 0 14298 0 243720 0 0 0 WILLIAM BLONSKI VP OF SALES & MANUFACTURING 163747 0 34386 0 20755 0 6645 0 12860 0 238393 0 0 0 ERIN MCLAUGHLIN CONTROLLER 158867 0 40132 0 16738 0 6489 0 14287 0 236513 0 0 0 LEOPOLDO DEVORA NATIONAL DIRECTOR STRATEGIC INITIATI 137191 0 32474 0 16755 0 5989 0 37745 0 230154 0 0 0 SANDRA LAVOY VP OF COMMUNITY REHABILITATION SERVI 117427 0 45552 0 20659 0 2658 0 0 0 186296 0 0 0 AARON MILLER REGIONAL DIRECTOR 115326 0 23145 0 16601 0 3510 0 24516 0 183098 0 0 0 JESSICA VOTA REGIONAL DIRECTOR 116716 0 22540 0 16591 0 4249 0 152 0 160248 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES ARE DETERMINED BY SENIOR MANAGEMENT AND APPROVED BY THE BOARD OF DIRECTORS TO REWARD EMPLOYEES FOR EXCEPTIONAL EFFORTS TOWARDS THE ACHIEVEMENT OF CW RESOURCE'S CHARITABLE MISSION. ALLEN ANGELONE FAMILY MEMBER OF ELIZABETH FLYNN-ANGELONE, A BOARD MEMBER 32155 EMPLOYEE COMPENSATION 0 AUTOMOTIVE CONNECTION FLEET LLC BUSINESS OWNED BY KENNY JONES, A BOARD MEMBER 544360 AUTOMOTIVE REPAIR AND FLEET MANAGEMENT SERVICES 0 RICHARD GREEN FAMILY MEMBER OF WILLIAM GREEN, A KEY EMPLOYEE 40832 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 2 PAUL D'ADDABBO AND WILLIAM SCHUCH BOARD MEMBERS SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FIRST, THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990. IT IS THEN SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS FOR REVIEW. ANY QUESTIONS OR COMMENTS ARE ADDRESSED BY TOP MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY BY THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE ORGANIZATION. ALSO, ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL KEY EMPLOYEES ARE REQUIRED TO SIGN A DISCLOSURE STATEMENT DISCLOSING ANY FAMILY AND/OR BUSINESS RELATIONSHIP WITH OTHER OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE ORGANIZATION. THEY ALSO AGREE TO PROMPTLY AND FULLY DISCLOSE ANY POTENTIAL FUTURE CONFLICTS OF INTEREST TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS. OFFICERS AND DIRECTORS ARE REQUIRED TO ABSTAIN FROM ANY FORMAL VOTE THAT WOULD POTENTIALLY CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE COMPANY USES AN OUTSIDE CONSULTING FIRM FOR DETERMINING COMPENSATION OF TOP MANAGEMENT AS WELL AS BIANNUALLY FOR STAFF POSITIONS USING COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION AND DECISION. THE ORGANIZATION INVOKES REBUTTABLE PRESUMPTION THAT TRANSACTIONS ARE NOT EXCESS BENEFIT TRANSACTIONS PER IRC 4958. COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE HR COMMITTEE WHICH IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE HR COMMITTEE OBTAINS AND RELIES ON COMPARABILITY DATA PRIOR TO MAKING COMPENSATION ARRANGEMENTS AS WELL AS ADEQUATELY DOCUMENTS THE BASIS FOR DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC FOR REVIEW DURING NORMAL BUSINESS HOURS MONDAY THROUGH FRIDAY FROM 8:00 AM TO 4:30 PM AT THE CORPORATE HEADQUARTERS. FORM 990, PART VII, SECTION A THOMAS MONDELCI IS AN OP. SUBJECT MATTER EXPERT FOR CW RESOURCES INC. AS AN EMPLOYEE AND ALSO A 1099 CONTRACTOR. COMPENSATION FOR BOTH THESE ITEMS IS INCLUDED IN FORM 990, PART VII, SECTION A. CW SOLUTIONS LLC 200 MYRTLE STREET NEW BRITAIN CT 06053 874478882 PREP AND DELIVERY OF MEAL-ON-WHEELS TO THE ELDERLY CT 6674080 4132370 CW RESOURCES INC CW GROUP INC 200 MYRTLE STREET NEW BRITAIN CT 06053 222784283 SUPPORT CW RESOURCE'S CHARITABLE CT 501(C)(3) LINE 12A, I N/A 0 CW ENTERPRISES INC 200 MYRTLE STREET NEW BRITAIN CT 06053 061187081 COMMERCIAL CONTRACTED PRODUCTION CT N/A C 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0