2025-01-23T11:50:09-06:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2023-07-01 060963343 ELDERHOUSE INC ELDE 2038471998 7 LEWIS STREET NORWALK CT 06851 JULIA SCHWARTZ-LEEPER EXECUTIVE DIRECTOR 2038471998 2025-01-23 1 1 GARRETT M HIGGINS P00543209 2033232400 2025-01-23 2023 2024-10-15 13:58:12Z JULIA SCHWARTZ-LEEPER 7 LEWIS STREET NORWALK CT 06851 1536180 0 X WWW.ELDERHOUSE.ORG X 1978 CT TO ENHANCE THE QUALITY OF LIFE FOR AGING ADULTS AND THEIR CAREGIVERS THROUGH A BROAD RANGE OF TRUSTED, COMPASSIONATE, AND ENRICHING DAY SERVICES AND HOME-BASED SUPPORT. 15 15 21 25 0 0 324735 450120 675890 870234 20938 50602 -3497 -1357 1018066 1369599 161155 228308 0 0 706388 764833 0 0 47226 271284 253040 1138827 1246181 -120761 123418 2160519 2334826 38994 30292 2121525 2304534 X ELDERHOUSE PROMOTES THE HEALTH AND WELLBEING OF AGING ADULTS THROUGH A HOLISTIC MEDICAL MODEL ADULT DAY PROGRAM LED BY A PASSIONATE TEAM OF THERAPEUTIC RECREATION PROFESSIONALS, HEALTH AIDES, AND NURSES SPECIALLY TRAINED TO SUPPORT THE UNIQUE NEEDS OF EACH INDIVIDUAL. AT THE CENTER, WE FOSTER AN ENVIRONMENT OF INCLUSIVITY AND ENRICHMENT THROUGH ACTIVITIES CENTERED ON CELEBRATING PERSONAL SUCCESSES. WE ENSURE SAFETY THROUGH PERSONAL ATTENTION AND DEPENDABLE DOOR-TO-DOOR TRANSPORTATION. WE BUILD TRUST WITH FAMILIES, OFFERING CAREGIVERS RESPITE FROM CAREGIVING DUTIES AND PEACE OF MIND KNOWING THEIR LOVED ONES ARE IN OUR CARE. 0 0 834082 576965 ADULT DAY SERVICES: FOR 47 YEARS, ELDERHOUSE ADULT DAY CENTER HAS PROVIDED A SOCIAL AND MEDICAL DAY PROGRAM FOR OLDER ADULTS WHO HAVE COGNITIVE AND OR OTHER HEALTH ISSUES THAT REQUIRE PERSONAL ASSISTANCE AND MONITORING. WE PROVIDE DOOR-TO-DOOR TRANSPORTATION TO AND FROM ELDERHOUSE WHERE THEY BENEFIT FROM: DAILY MEDICAL MONITORING BY A STAFF NURSE; PERSONAL CARE BY CERTIFIED HEALTH AIDES; THERAPEUTIC RECREATION, MUSICAL PROGRAMS, AND MEMORY ENHANCEMENT ACTIVITIES; AS WELL AS SOCIAL AND COMMUNITY ENGAGEMENT. IN TURN, FAMILY CAREGIVERS BENEFIT FROM HOURS OF RELIABLE RESPITE, CAREGIVER COUNSELING AND GROUP SUPPORT. THE COMBINATION OF A HIGHLY EFFECTIVE CARE ENVIRONMENT FOR SENIORS AND RESPITE FOR CAREGIVERS LEADS TO A HIGHER QUALITY OF LIFE FOR BOTH. MEALS AND SUPPORT AT HOME: IF SOMEONE IS UNABLE TO ATTEND, ELDERHOUSE CAN SEND MEALS AND OFFER SUPPORT UNTIL THEY ARE ABLE TO RETURN TO ELDERHOUSE.ELDERHOUSE HAS THREE IMPORTANT OBJECTIVES: (1) TO ENABLE OLDER ADULTS TO STAY IN THEIR HOMES, HEALTHIER AND LONGER(2) TO REDUCE THE RATE OF EMERGENCY ROOM VISITS AND HOSPITAL READMISSIONS (3) TO INCREASE THE OPPORTUNITY FOR OLDER ADULTS TO ENGAGE IN MEANINGFUL SOCIAL ENGAGEMENT, LEARN NEW THINGS AND CONTINUE TO ENJOY LIFE. 214189 208432 293269 ADULT FAMILY LIVINGTO SERVE THE GROWING NUMBER OF INDIVIDUALS TAKING ON THE ROLE OF CAREGIVING IN THEIR OWN HOME, ELDERHOUSE IS AN ACCREDITED PROVIDER OF ADULT FAMILY LIVING SERVICES. THE ADULT FAMILY LIVING PROGRAM OFFERS GUIDANCE AND FINANCIAL SUPPORT TO CAREGIVERS, HELPING THEM TO SUCCEED IN PROVIDING THE BEST CARE POSSIBLE. CAREGIVERS RECEIVE EXPERT ADVICE ON MANAGING DAILY TASKS AND A MONTHLY TAX-FREE STIPEND. THIS MONTHLY PAYMENT AFFORDS CAREGIVERS THE OPPORTUNITY TO BE COMPENSATED FOR THE CARE AND ASSISTANCE THEY GIVE TO SENIORS 19876 19876 0 ADULT DAY AT HOME: HOME DELIVERED MEALS AND SUPPORTFIRST BEGAN DURING THE PANDEMIC BUT REMAINS AVAILABLE TO THOSE UNABLE TO ATTEND IN PERSON DAYCARE. MEAL DELIVERY COMBINED WITH DAILY PHONE CONTACT OFFERS ISOLATED QUALIFIED OLDER ADULTS, TWO NUTRITIONALLY BALANCED MEALS PLUS A WELLNESS CALL EACH DAY. THE MEALS MEET ALL USDA GUIDELINES, ACCOMMODATE DIETARY RESTRICTIONS AND ARE DELIVERED FREE OF COST. THIS PROGRAM CONTINUES TODAY ACHIEVING SUCCESS IN FOSTERING BETTER HEALTH OUTCOMES AND REDUCING STRESS FOR CAREGIVERS. 1068147 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X YVELISSE AQUINO 2038471998 7 LEWIS STREET NORWALK CT 06851 CHARLES F CARROLL ESQ PRESIDENT 1.00 X X 0 0 0 PAUL GARAVEL VICE PRESIDENT 1.00 X X 0 0 0 COLIN J KELLY TREASURER 1.00 X X 0 0 0 ELLEN WILIS SECRETARY 1.00 X X 0 0 0 DIANE ALLISON ESQ DIRECTOR 1.00 X 0 0 0 CONRAD AMBRETTE DIRECTOR 1.00 X 0 0 0 EILEEN T CAHILL DIRECTOR 1.00 X 0 0 0 ANDREA COREAU DIRECTOR 1.00 X 0 0 0 MARC GRENIER ESQ DIRECTOR 1.00 X 0 0 0 JENNIFER KELLY DIRECTOR 1.00 X 0 0 0 COLETTE LESPERANCE DIRECTOR 1.00 X 0 0 0 LAURA ROBERTS DIRECTOR 1.00 X 0 0 0 PATRICIA A ROSEN DIRECTOR 1.00 X 0 0 0 RICHARD TAVELLA DIRECTOR 1.00 X 0 0 0 MINDY WOLKSTEIN DIRECTOR 1.00 X 0 0 0 JULIA SCHWARTZ-LEEPER EXECUTIVE DIRECTOR 37.50 X 110577 0 1748 110577 0 1748 1 0 0 0 0 26273 247884 175963 450120 ADULT DAY CARE 623990 576965 576965 ADULT FAMILY LIVING 623990 293269 293269 870234 38141 38141 166735 4350 158624 0 8111 4350 12461 12461 6600 26273 7957 -1357 -1357 1369599 870234 0 49245 228308 228308 130483 107335 15449 7699 509960 419493 60379 30088 13789 11343 1633 813 49274 40533 5834 2907 61327 50447 7261 3619 18045 18045 8122 8122 29812 28390 1027 395 5967 5967 15091 13893 601 597 8032 8032 18436 14749 3687 23364 23364 1271 1271 36909 36171 738 23710 23710 PERSONAL CARE & MEALS 36011 36011 REPAIRS & MAINTENANCE 20403 20403 OTHER PROGRAM EXPENSES 5757 5757 ANNUAL APPEAL EXPENSES 1108 1108 1002 1002 1246181 1068147 130808 47226 443685 549664 33508 34810 50679 70221 1102 100 1442966 558789 911289 884177 720256 795854 2160519 2334826 38994 30292 38994 30292 X 1743282 1895295 378243 409239 2121525 2304534 2160519 2334826 123418 59591 0 X X 0 1 X 1 0 X 331716 441415 636901 324735 450120 2184887 331716 441415 636901 324735 450120 2184887 169582 2015305 19669 19289 25470 22541 38141 125110 468 468 2310465 3425051 0.87230 0.87460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 753764 84624 7724 830664 686800 73006 6042 753764 843869 -82449 74620 686800 673588 177103 6822 843869 672187 9012 7611 673588 0.50730 0.06020 0.43250 0 0 1312521 433953 878568 76364 70755 5609 54081 54081 0 884177 X 1419960 59591 59591 1360369 8122 1108 9230 1369599 1236951 0 1236951 8122 1108 9230 1246181 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR THE ENHANCEMENT OF THE ARTS FOR THE BENEFIT OF ELDERHOUSE'S CLIENTELE AND FOR GENERAL PROGRAM SUPPORT. PART X, LINE 2: ELDERHOUSE RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT ELDERHOUSE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ELDERHOUSE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: TO RECLASSIFY FUNDRAISING EXPENSES TO MATCH CONTRIBUTIONS 1,108. PART XII, LINE 4B - OTHER ADJUSTMENTS: TO RECLASSIFY FUNDRAISING EXPENSES TO MATCH CONTRIBUTIONS 1,108. PICKLEBALL TOURNAMENT 32873 26273 6600 4147 2000 1810 32873 26273 6600 4147 2000 1810 7957 -1357 1 ADULT FAMILY LIVING CAREGIVER STIPENDS 12 208432 DELIVERED MEALS 14 19876 COST MEALS DELIVERED TO SENIORS PART I, LINE 2: ADULT FAMILY LIVING CAREGIVER STIPENDS: THE ADULT FAMILY LIVING PROGRAM OFFERS FINANCIAL SUPPORT TO CAREGIVERS, HELPING THEM TO SUCCEED IN PROVIDING THE BEST CARE POSSIBLE. CAREGIVERS RECEIVE A MONTHLY TAX-FREE STIPEND. THIS MONTHLY PAYMENT AFFORDS CAREGIVERS THE OPPORTUNITY TO BE AWARDED FOR THE CARE AND ASSISTANCE THEY GIVE TO SENIORS. CAREGIVERS MUST BE 21 YEARS OF AGE OR OLDER, CAN BE A FAMILY RELATIVE OR FRIEND, AND MAY RESIDE AND PROVIDE CARE IN EITHER THE CAREGIVER OR SENIOR'S HOME. DELIVERED MEALS: MEALS ARE DELIVERED DIRECTLY TO SENIOR IN NEED AND THEREFORE NO ADDITIONAL MONITORING IS REQUIRED. THE MEALS MEET ALL USDA GUIDELINES, ACCOMMODATE SENIORS WITH DIETARY RESTRICTIONS AND ARE DELIVERED FREE OF COST. FORM 990, PART III: OUR AFFORDABLE SERVICES EXTEND BEYOND OUR ADULT DAY CENTER. FAMILIES BENEFIT FROM OUR NUMEROUS SUPPORT SOLUTIONS INCLUDING CAREGIVER COUNSELING, MEAL DELIVERY, AND CAREGIVER GUIDANCE AND COMPENSATION THROUGH CONNECTICUT'S ADULT FAMILY LIVING PROGRAM. SINCE 1977 ELDERHOUSE, AN ACCREDITED NON-PROFIT AGENCY LOCATED IN THE HEART OF FAIRFIELD COUNTY, HAS REMAINED PROUDLY COMMITTED TO IMPROVING THE LIVES OF OUR AGING COMMUNITY MEMBERS AND THEIR CAREGIVERS. FORM 990, PART VI, SECTION B, LINE 11B ELDERHOUSE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. ONCE THE FORM 990 IS PREPARED, IT IS PROVIDED TO THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE AND BOARD PRESIDENT FOR REVIEW AND SUBSEQUENT APPROVAL. ONCE APPROVED BY THE FINANCE COMMITTEE AND BOARD PRESIDENT, THEY RECOMMEND FULL BOARD APPROVAL AT THE SUBSEQUENT MEETING OF THE BOARD. THE RETURN IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ELDERHOUSE HAS A CONFLICT OF INTEREST POLICY IN PLACE WHICH COVERS EVERY OFFICER, EMPLOYEE AND MEMBER OF THE BOARD OF DIRECTORS ("RESPONSIBLE PERSONS"). ALL RESPONSIBLE PERSONS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR SERVICE WITH ELDERHOUSE AND ARE REQUIRED TO REVIEW IT, DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST, AND AFFIRM THEIR AGREEMENT WITH THE POLICY BY SIGNING IT. AFTERWARDS, INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND AFFIRM THEIR COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS. COMPLETED CONFLICT OF INTEREST AGREEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR, OR DESIGNEE, WHO NOTIFIES THE PRESIDENT OF THE BOARD, OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. ADDITIONALLY, RESPONSIBLE PERSONS MUST DISCLOSE ANY CHANGES THAT MAY RESULT IN A POTENTIAL OR ACTUAL CONFLICT OF INTEREST AS IT ARISES. IF IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST IS PRESENT, THE RESPONSIBLE PERSON WITH THE POTENTIAL OR ACTUAL CONFLICT WILL DISCLOSE THE CIRCUMSTANCES TO THE CHAIR OF THE EXECUTIVE COMMITTEE (THE PRESIDENT OF THE BOARD), WHO DETERMINES WHETHER A CONFLICT OF INTEREST IS PRESENT. PRIOR TO A BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST WITH A BOARD MEMBER, THE INTERESTED BOARD MEMBER MUST DISCLOSE ALL RELEVANT FACTS SURROUNDING THE CONFLICT OF INTEREST. INTERESTED BOARD MEMBERS ARE NOT ALLOWED TO PARTICIPATE IN OR BE PRESENT WHILE THE BOARD OR COMMITTEE DISCUSSES THE MATTER AND ARE NOT ALLOWED A VOTE ON THE MATTER. IF THE INTERESTED RESPONSIBLE PERSON IS NOT A BOARD MEMBER, OR IF THE CONTRACT OR TRANSACTION IS NOT SUBJECT TO BOARD OR COMMITTEE ACTION, THE INTERESTED RESPONSIBLE PERSON MUST DISCLOSE THE CONFLICT OF INTEREST TO THE CHAIR OF THE EXECUTIVE COMMITTEE, OR DESIGNEE, AND REFRAIN FROM ANY ACTION THAT MAY IMPACT ELDERHOUSE'S PARTICIPATION IN THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A ELDERHOUSE HAS A PROCESS IN PLACE FOR EVALUATING THE COMPENSATION PACKAGE OF ITS EXECUTIVE DIRECTOR, WHICH INCLUDES: 1. REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT MEMBERS, WITH INPUT FROM THE FINANCE COMMITTEE, 2. USE OF COMPARABLE DATA, INCLUDING THE FORMS 990 OF SIMILAR ORGANIZATIONS, 3. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. THIS PROCESS WAS LAST UNDERTAKEN IN NOVEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 ELDERHOUSE MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: ELDERHOUSE HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.