2026-08-17T16:15:45-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2024-10-01 061062903 VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC VISI 2037628958 22 DANBURY ROAD WILTON CT 06897 CHARLES B ROSE CFO 2037628958 2026-08-17 1 1 MARY-EVELYN ANTONETTI P00431862 9785575300 2026-08-17 2024 2025-03-06 01:10:19Z RUSSELL BARKSDALE C/O WAVENY LIFECARE NETWORK 3 FARM RD NEW CANAAN CT 06840 14533275 0 X WWW.VISITINGNURSE.NET X 1982 CT OUR MISSION IS TO PROVIDE CLINICALLY EXCELLENT, COMPASSIONATE CARE TO ENHANCE THE HEALTH, WELL-BEING, INDEPENDENCE, AND DIGNITY OF RESIDENTS OF OUR COMMUNITY. 19 19 82 38 0 0 521814 420297 13885107 14112978 29 0 0 0 14406950 14533275 0 0 0 0 12134547 10783710 0 0 0 2696285 2550300 14830832 13334010 -423882 1199265 17410385 15116823 7291221 3798394 10119164 11318429 OUR MISSION IS TO PROVIDE CLINICALLY EXCELLENT, COMPASSIONATE CARE TO ENHANCE THE HEALTH, WELL-BEING, INDEPENDENCE AND DIGNITY OF RESIDENTS OF OUR COMMUNITY. 0 0 9557732 14112978 HEALTH SERVICES, INCLUDING HOME HEALTH, HOSPICE, COMMUNITY HEALTH, SCHOOL HEALTH AND THRIFT SHOP 9557732 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEPHANIE KAZMIERCZAK 2035945267 3 FARM ROAD NEW CANAAN CT 06840 X K RONE BALDWIN CHAIRMAN 1.00 4.00 X X 0 0 0 MARIAN CURTIS CO-VICE CHAIR 1.00 4.00 X X 0 0 0 MARY FRANCO CO-VICE CHAIR 1.00 4.00 X X 0 0 0 NANCY PEREZ SECRETARY 1.00 4.00 X X 0 0 0 DAVID HUNT DIRECTOR 1.00 4.00 X 0 0 0 LEO KARL III TREASURER 1.00 4.00 X X 0 0 0 BARB ACHENBAUM DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 RICHARD DEPATIE DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 DR DAVID REED DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 DEANNA XISTRIS DIRECTOR (LEFT 12/24) 1.00 4.00 X 0 0 0 DIONNA CARLSON DIRECTOR 1.00 4.00 X 0 0 0 MARK AYEN DIRECTOR (FROM 1/2025) 1.00 4.00 X 0 0 0 MARK DEWAELE DMD DIRECTOR 1.00 4.00 X 0 0 0 ROSE LANARD DIRECTOR 1.00 4.00 X 0 0 0 JANET LANAWAY DIRECTOR 1.00 4.00 X 0 0 0 KESAV NAIR MD DIRECTOR 1.00 4.00 X 0 0 0 CRAIG OLIN MD DIRECTOR 1.00 4.00 X 0 0 0 PAUL REISS DIRECTOR 1.00 4.00 X 0 0 0 MARYNE ROBIN DIRECTOR 1.00 4.00 X 0 0 0 JAIME RUSZKOWSKI MD EX OFICIO DIRECTOR 1.00 4.00 X 0 0 0 JILL SAUTKULIS EX OFICIO DIRECTOR 1.00 4.00 X 0 0 0 RICHARD TOWNSEND DIRECTOR 1.00 4.00 X 0 0 0 PENNY YOUNG DIRECTOR 1.00 4.00 X 0 0 0 RUSSELL BARKSDALE CEO 1.00 43.00 X 0 698719 26896 CHARLES ROSE CFO 1.00 43.00 X 0 289768 26476 CAROL MCDONNELL SMITH VP HOME HEALTH 1.00 43.00 X 0 219994 4236 TERRANCE HENRY CHIEF MARKETING/SALES OFFICER 1.00 43.00 X 0 250017 43752 REBECCA ALBRECHT CHIEF HUMAN RESOURCES OFFICER 1.00 43.00 X 0 239931 14676 KIVIAT BARBARA NURSE/TEAM LEADER 40.00 0.00 X 201794 0 2766 MARY M ROSS NURSE/TEAM LEADER 40.00 0.00 X 169906 0 14563 FRANCES BUONO NURSE SUPERVISOR 40.00 0.00 X 119690 0 3467 JAMES COYLE INTERIM HOME HEALTH ADMINISTRATOR 40.00 0.00 X 143625 0 1890 LAURA KUEHL RN 40.00 0.00 X 142698 0 1681 777713 1698429 140403 12 0 1 0 CORNERSTONE MEDICAL EQUIPMENTLLC 115 HURLEY RD STE 4A OXFORD CT 06478 MEDICAL EQUIPMENT PROVIDER 169444 AVANTUM PHARMACY 111 PHENIX XING BLOOMFIELD CT 06002 HOSPICE PHARMACY SOLUTIONS 157328 HEALTH RECOVERY SOLUTIONS INC 321 NEWARK ST HOBOKEN NJ 07030 REMOTE PATIENT MONITORING 109559 3 223138 10000 187159 420297 RESIDENT SERVICE REV. 621610 12259610 12259610 OTHER PATIENT REVENUE 623990 1853368 1853368 14112978 14533275 14112978 0 0 739063 739063 8056530 6859805 1196725 1305668 1059173 246495 682449 535012 147437 35212 35212 199661 199661 601920 407062 194858 44950 44950 154572 3997 150575 119531 119531 87877 87877 90177 83598 6579 9294 6781 2513 125903 125903 116036 116036 141052 141052 NURSING SERVICES & SUPP 577153 577153 BAD DEBT 134971 134971 HOUSEKEEPING 94357 9193 85164 ADMISSIONS 15573 15573 2061 385 1676 13334010 9557732 3776278 0 151486 156151 267 267 1456784 1439982 43661 55948 4216332 1163471 3132661 3052861 150000 150000 12475526 10261614 17410385 15116823 891373 896270 258066 182483 1979396 1958075 4162386 761566 7291221 3798394 X 10100310 11299575 18854 18854 10119164 11318429 17410385 15116823 1199265 0 X X 0 1 X 1 0 X 1805072 210408 282033 521814 420297 3239624 1805072 210408 282033 521814 420297 3239624 550116 2689508 148851 45 29 0 148925 3388549 65280086 0.79370 0.74450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22874492 2794111 858353 40802 24769448 19851855 3751121 687764 40720 22874492 18605467 2012882 732482 34012 19851855 23477729 -4403203 435681 33378 18605467 4294596 17223748 2544534 559822 25327 23477729 0.86262 0.10214 0.03524 0 1 1 1395000 1395000 2190760 647806 1542954 630572 515665 114907 3052861 ADVANCE FOR RELATED PARTY 9477048 457 RETIREMENT PLAN ASSET 784566 10261614 457 RETIREMENT PLAN LIABILITY 761566 761566 X PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM NOTE 1 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: THE NETWORK AND ITS SUBSIDIARIES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE NETWORK ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE NETWORK IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. SCHEDULE D PART V: CONTRIBUTIONS IN COLUMN E- THIS REPRESENTS THE BEGINNING BALANCE OF THE WAVENY CARE CENTER, INC. (WCC) ENDOWMENT FUND TO INCORPORATE THE FUNDS MERGED ON 7/1/2021. PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE UTILIZED TO SUPPORT THE MISSION AND PROGRAMS OF WAVENY LIFECARE NETWORK, INC. AND ITS RELATED SUBSIDIARIES, WAVENY CARE CENTER, INC., WAVENY CARE CENTER HEALTH SERVICES, INC., WAVENY AT HOME, INC., AND VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY, INC. 0 0 0 0 0 0 0 0 0 RUSSELL BARKSDALE CEO 0 473719 0 225000 0 0 0 0 0 26896 0 725615 0 0 CHARLES ROSE CFO 0 254130 0 35638 0 0 0 0 0 26476 0 316244 0 0 TERRANCE HENRY CHIEF MARKETING/SALES OFFICER 0 236332 0 13685 0 0 0 0 0 43752 0 293769 0 0 REBECCA ALBRECHT CHIEF HUMAN RESOURCES OFFICER 0 218931 0 21000 0 0 0 0 0 14676 0 254607 0 0 CAROL MCDONNELL SMITH VP HOME HEALTH 0 205331 0 14663 0 0 0 0 0 4236 0 224230 0 0 KIVIAT BARBARA NURSE/TEAM LEADER 201794 0 0 0 0 0 0 0 2766 0 204560 0 0 0 MARY M ROSS NURSE/TEAM LEADER 159826 0 10080 0 0 0 0 0 14563 0 184469 0 0 0 PART I, LINE 3 THE CEO/EXECUTIVE DIRECTOR OF VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY, INC. IS PAID BY A RELATED ORGANIZATION, WAVENY CARE CENTER, INC., WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY, INC. IS WAVENY LIFECARE NETWORK, INC. FORM 990, PART VI, SECTION A, LINE 7A WAVENY LIFECARE NETWORK, INC., THE SOLE MEMBER OF VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY, INC. HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B ACCORDING TO ARTICLE II, SECTION 2 OF THE BYLAWS, THE SOLE MEMBER SHALL HAVE THE FOLLOWING RIGHTS, POWERS AND PRIVILEGES: (A) TO APPROVE THE CORPORATION'S ANNUAL OPERATING AND CAPITAL BUDGETS AND ALL FUNDRAISING PROGRAMS PROPOSED TO BE CONDUCTED BY THE CORPORATION; (B) TO APPROVE (I) SIGNIFICANT PROGRAMS AND EXPENDITURES PROPOSED TO BE UNDERTAKEN BY THE CORPORATION, AND (II) PLANS THAT WOULD MATERIALLY AFFECT THE GROWTH AND DEVELOPMENT OF THE CORPORATION, EXCEPT WHERE SUCH ACTION IS ALREADY INCORPORATED IN AN APPROVED OPERATING OR CAPITAL BUDGET OF THE CORPORATION; (C) TO APPROVE THE PURCHASE, SALE, OR OTHER DISPOSITION OF SIGNIFICANT CAPITAL OR OPERATING ASSETS AND THE INCURRING OF ANY INDEBTEDNESS FOR BORROWED MONEY; (D) TO APPROVE SIGNIFICANT AFFILIATION AGREEMENTS, INCLUDING, BUT NOT LIMITED TO, JOINT VENTURE, MANAGEMENT, MERGER AND JOINT PURCHASE AGREEMENTS, BETWEEN AND/OR AMONG THE CORPORATION AND OTHER INSTITUTIONS OR ENTITIES; FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE 990 WITH THE PREPARER PRIOR TO SENDING TO THE AUDIT COMMITTEE (PART OF THE FINANCE COMMITTEE) FOR REVIEW BEFORE FILING ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, MANAGEMENT REQUIRES BOARD MEMBERS AND KEY EMPLOYEES TO SIGN OFF ON THE CONFLICT OF INTEREST POLICY. COMPLIANCE IS MONITORED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST ARISES, THE CONFLICTED BOARD MEMBER WOULD ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART VII, SECTION A AND B ALL FORMS W-2 FOR VISITING NURSE AND HOSPICE CONTINUE TO BE ISSUED SEPARATELY. ALL FORMS W-2 FOR OTHER WAVENY ENTITIES HAVE BEEN ISSUED BY WAVENY CARE CENTER, INC A RELATED 501(C)(3) ORGANIZATION. TIME WORKED HAS BEEN PROPERLY REPORTED AS EXPENSE BY EACH INDIVIDUAL ENTITY. ALL 1099 FORMS HAVE BEEN ISSUED BY WAVENY CARE CENTER, INC, A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WAVENY CARE CENTER HEALTH SERVICES 3 FARM ROAD NEW CANAAN CT 06840 061558523 PROMOTE HEALTH OF INDIVIDUALS & GROUPS CT 501(C)(3) LINE 3 WAVENY LIFECARE NETWORK INC 1 WAVENY AT HOME HEALTHCARE INC 3 FARM ROAD NEW CANAAN CT 06840 462756541 PROVIDES COMPANION AND HOMEMAKER SERVICES CT 501(C)(3) LINE 3 WAVENY LIFECARE NETWORK INC 1 WAVENY LIFECARE NETWORK INC 3 FARM ROAD NEW CANAAN CT 06840 061558520 PROMOTE & CARRY OUT PURPOSE OF NETWORK CT 501(C)(3) LINE 3 N/A 0 WAVENY CARE CENTER INC 3 FARM ROAD NEW CANAAN CT 06840 060859588 LONG AND SHORT TERM REHABILITATION AND LONG-TERM CARE CT 501(C)(3) LINE 3 WAVENY LIFECARE NETWORK INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 WAVENY CARE CENTER INC O 1337458 COST WAVENY CARE CENTER INC N 2708526 COST WAVENY CARE CENTER INC S 2493463 COST WAVENY AT HOME HEALTHCARE INC R 159840 COST WAVENY CARE CENTER INC C 223138 COST