Duncaster Incorporated

Nonprofit profile at a glance

EIN
061051218
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Bloomfield, CT, USA
Phone
8603805011
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$33,528,329
Expenses
$34,024,593
Assets
$79,045,168
Liabilities
$75,485,407

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

25 people listed

Executive titles in this filing

  • KELLY PAPA (PRESIDENT & CEO)
  • AMI DESAI (VICE PRESIDENT OF HEALTH SERVICES)
  • JOSEPH TEDONE (VICE PRESIDENT OF HUMAN RESOURCES)

Highest reported compensation

  • KELLY PAPA (PRESIDENT & CEO): $357,719 total reported compensation
  • AMI DESAI (VICE PRESIDENT OF HEALTH SERVICES): $254,751 total reported compensation
  • ROBERT LEAKE (CFO): $237,868 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Duncaster's mission is to enrich the lives of those we serve through excellence in senior living, life enhancement activities, and person-centered care.

What it reported doing in 2024

Duncaster is an award-winning continuing care retirement community whose mission is to offer a high quality independent lifestyle to senior adults through innovative housing, wide-ranging services, wellness programs and compassionate health care. Established in 1984 as the first not-for-profit life plan community in the greater hartford area. Duncaster offers independent living, assisted living, skilled nursing, memory care, long-term care, education, wellness and rehabilitation services on duncaster's beautifully landscaped single-site 94-acre campus.duncaster has pledged to provide equal access and opportunity to all senior adults without regard to race, color, religion, sex, familial status, disability or national origin.duncaster independent living provides support and amenities for seniors who no longer want to live alone or be responsible for home maintenance. Duncaster residents enjoy exceptional social activities including 40 different clubs and groups, educational, art and cultural programs, casual and fine dining, active fitness activities, wellness activities, housekeeping and transportation.at duncaster, residents have access to comprehensive on-site primary care provided by board-certified geriatricians and geriatric nurse practitioners affiliated with hartford health care medical group. Regardless of whether a resident is part of hartford health care medical group, they are eligible to be seen and have a reasonable amount of priority at the clinic. Residents may select one of the geriatricians as their primary care physician if they wish to have the convenience of having their doctor on campus.assisted living at duncaster is licensed and offers a registered nurse on duty 24 hours a day. Assisted living residents receive personalized attention with their daily activities, including dressing, personal hygiene, assistance with medication and personal care. Residents keep active with access to wellness and recreational activities, dining and transportation.duncaster's caleb hitchcock health center is a 60-bed skilled nursing center located on the duncaster campus. It offers short- and long-term rehabilitation services, physical, occupational and speech therapy, respite and hospice care, memory care and a full array of skilled nursing services delivered in a comfortable, safe environment featuring spacious private rooms with showers, generous closet space, natural lighting and floor-to-ceiling windows. Services are available to residents of duncaster and to members of the community at large.duncaster's dogwood neighborhood provides a secure environment with personalized care for individuals living with alzheimer's and other dementia conditions. We promote comfort and engagement. Memory care is available to those who require it.

Operating model

Revenue model
Earned-program. 91% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 74
  • Accountability: 92
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.2%; rating input score 87
  • Program expense ratio: 85.5%; rating input score 86
  • Fundraising efficiency: $35.45 raised per $1 spent on fundraising; rating input score 70; 70th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 60%; rating input score 60; 13th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 93.8%; rating input score 94; 27th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1.5%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 2.32; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0.95; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 4.2%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 3.6% per year; rating input score 100; 31st percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 33rd percentile among comparable filings
  • Asset growth: 2% per year; rating input score 100; 18th percentile among comparable filings

Details

  • Where the money goes: 87.2% of revenue deployed · 85.5% of spending went to programs
  • Governance: 15 of 16 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $29.1M in reported program spending
  • Leadership: top reported pay $358K · 25 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $5.4M reported
  • Consistency: 35 of 36 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 25/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Liabilities to assets ratio scored 7/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 58/100.