Whitney Center Inc

Nonprofit profile at a glance

EIN
060924891
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Hamden, CT, USA
Phone
2032816745
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults

Reported finances

Revenue
$38,082,346
Expenses
$41,458,673
Assets
$118,976,545
Liabilities
$140,759,919

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • MICHAEL RAMBAROSE (PRESIDENT & CEO)
  • KAREN RUSSELL (EXECUTIVE DIRECTOR)

Highest reported compensation

  • MICHAEL RAMBAROSE (PRESIDENT & CEO): $462,874 total reported compensation
  • MARGARET JOYCE (ADMINISTRATOR): $230,253 total reported compensation
  • SEAN O'CONNOR (VP, MARKETING): $221,176 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Whitney center's mission, excellence in senior living, is grounded in the principal that all elders, regardless of physical or cognitive ability, have the right to engage in life and seek fulfillment. Our ideals of self-determination, lifelong learning and continual growth are unbounded by age and embraced by a person-centered philosophy.

What it reported doing in 2025

The organization was founded to own and operate a life plan (continuing care) community that provides excellence in senior living for approximately 314 residents and an additional 130 community members by emphasizing active engagement between residents and staff. A broad array of services is offered that allows residents to choose and use what is appropriate to their situation including housing, meals, housekeeping, activities and health care services including fitness and wellness programs, personal care, memory support care, nursing care and therapy services. The organization also offers a program of services to community members in their home. (see schedule o)- health center services provided 8,038 days of care for patients with chronic and convalescent medical needs. - assisted living services responded to over 1,238 resident emergency calls and provided various levels of assisted living services to approximately 60 residents on a regular basis. - wellness services provided services for over 1,150 resident visits in the wellness clinic, wellness seminars were offered to residents and staff on a regular basis. - housekeeping & laundry services weekly cleaning and laundry services provided to an average of 228 independent living and 60 memory living units and daily cleaning and laundry services to an average of 22 skilled nursing residents. - dietary services served over 158,000 meals to residents and their guests. - transportation services through the passenger bus annually provides over 3,500 runs for approximately 4,400 resident passengers and the handicapped van provided over 240 runs for approximately 240 resident passengers with additional runs for resident in other transportation for the purposes of medical and personal appointments, shopping, and entertainment.

Operating model

Revenue model
Earned-program. 98% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 79
  • Accountability: 95
  • Sustainability: 29
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.7%; rating input score 93
  • Program expense ratio: 85.6%; rating input score 86
  • Fundraising efficiency: $0.64 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 92.3%; rating input score 92; 21st percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -8.9%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 2.87; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 1.18; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 6%; rating input score 50; 50th percentile among comparable filings

Growth

  • Program expense growth: 4.2% per year; rating input score 100; 33rd percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 43rd percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 6th percentile among comparable filings

Details

  • Where the money goes: 92.7% of revenue deployed · 85.6% of spending went to programs
  • Governance: 12 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $35.5M in reported program spending
  • Leadership: top reported pay $463K · 27 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.7M reported
  • Consistency: 38 of 38 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • 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 — Financial Efficiency: Fundraising efficiency scored 2/100.
  • High — Sustainability: Operating margin scored 7/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.
  • Review — Sustainability: Officer compensation ratio scored 50/100.