2025-05-09T07:02:24-05:00 2024-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2023-07-01 251202628 VINCENTIAN DE MARILLAC VINC 4123612833 5300 STANTON AVENUE PITTSBURGH PA 15206 DEAN OWREY CEO 4125484073 2025-05-07 1 1 TRAVIS C FRICK P01728213 5025830248 2023 2025-03-06 01:10:19Z DEAN OWREY 5300 STANTON AVENUE PITTSBURGH PA 15206 3206925 0 0928 X HTTPS://VINCENTIAN.US/ X 1970 PA VINCENTIAN DE MARILLAC IS A MEMBER OF THE VINCENTIAN SYSTEM, A CATHOLIC HEALTH AND HUMAN SERVICES ORGANIZATION HEADQUARTERED IN THE NORTH HILLS OF PITTSBURGH THAT OFFERS A CONTINUUM OF HIGHLY-RATED SENIOR CARE SERVICES AT MULTIPLE LOCATIONS ACROSS ALLEGHENY COUNTY, INCLUDING INDEPENDENT LIVING, SKILLED NURSING, SHORT TERM REHABILITATION, LONG TERM CARE, PERSONAL CARE AND MEMORY CARE, AND OPERATES TWO CHILD DEVELOPMENT CENTERS. EACH YEAR, VINCENTIAN COLLABORATIVE SYSTEM PROVIDES MORE THAN $11 MILLION IN BENEVOLENT CARE, SERVES MORE THAN 1,000 OLDER ADULTS, SERVES MORE THAN 250 CHILDREN AND WORKING FAMILIES, AND PROVIDES EMPLOYMENT TO APPROXIMATELY 500 PEOPLE. VINCENTIAN'S MISSION STATEMENT IS: "COMPELLED BY THE LOVE OF CHRIST, VINCENTIAN COLLABORATIVE SYSTEM NURTURES AND SUSTAINS A MINISTRY OF COMPASSIONATE CARE THAT PRESERVES THE HUMAN DIGNITY OF PERSONS WITHIN A DIVERSE AND CHANGING SOCIETY." 15 14 214 63 0 0 0 10256 5956591 3196669 0 0 0 0 5956591 3206925 0 0 0 0 5361767 3349082 0 0 0 5352574 3294966 10714341 6644048 -4757750 -3437123 20706761 20314833 30927268 33968742 -10220507 -13653909 X VINCENTIAN DE MARILLAC IS PART OF THE LARGER VINCENTIAN COLLABORATIVE SYSTEM MINISTRIES, WHOSE MISSION STATEMENT IS: "COMPELLED BY THE LOVE OF CHRIST, VINCENTIAN COLLABORATIVE SYSTEM NURTURES AND SUSTAINS A MINISTRY OF COMPASSIONATE CARE THAT PRESERVES THE HUMAN DIGNITY OF PERSONS WITHIN A DIVERSE AND CHANGING SOCIETY." 0 0 5422167 3196669 VINCENTIAN DE MARILLAC PROVIDED LONG-TERM NURSING CARE AND SKILLED NURSING CARE THAT INCLUDED PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH THERAPY. VINCENTIAN DE MARILLAC SERVED PERSONS OF ALL RELIGIOUS BACKGROUNDS AND INCOME LEVELS. IN JUNE 2019, THE ORGANIZATION ACQUIRED THE ASSETS OF SCHENLEY GARDENS, LLC FOR $7,500,000. VINCENTIAN SCHENLEY GARDENS IS PERSONAL CARE FACILITY LOCATED IN THE OAKLAND AREA OF PITTSBURGH.VINCENTIAN DE MARILLAC'S NURSING OPERATIONS WERE DISCONTINUED IN MAY 2023; HOWEVER, THE CORPORATION REMAINS OPEN AS A PENNSYLVANIA CORPORATION. SUBSEQUENT TO JUNE 30, 2023, VINCENTIAN COLLABORATIVE SYSTEM, THE SOLE CORPORATE MEMBER OF VINCENTIAN DE MARILLAC FILED A REGISTRATION OF FICTITIOUS NAME WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CORPORATIONS AND CHARITABLE ORGANIZATIONS, AND ON JANUARY 8, 2024 THE FICTITIOUS NAME VINCENTIAN SCHENLEY GARDENS WAS REGISTERED. 5422167 1 1 0 0 0 0 0 0 0 0 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 1 1 0 0 0 0 0 0 1 0 0 0 1 4 0 1 214 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X LINDSEY EFKEMAN 4125484043 8250 BABCOCK BLVD PITTSBURGH PA 15237 AMY STRANO SECRETARY 0.30 2.10 X X 0 0 0 CHRIS AZZARA CHAIR 0.30 2.10 X X 0 0 0 DEAN OWREY PRESIDENT, CEO 10.00 39.00 X X 0 316656 13135 DEBRA WOLF DIRECTOR 0.30 2.10 X 0 0 0 ELAINE BELLIN DIRECTOR 0.30 2.10 X 0 0 0 GRETCHEN JEZERC VICE CHAIR 0.30 2.10 X X 0 0 0 KATHLEEN ENGLISH DIRECTOR 0.30 2.10 X 0 0 0 MARK THOMPSON DIRECTOR 0.30 2.10 X 0 0 0 RACHEL WALL DIRECTOR 0.30 2.10 X 0 0 0 SR ANTIONETTE SEVERIN DIRECTOR 0.30 2.10 X 0 0 0 SR DIANE SMITH DIRECTOR 0.30 2.10 X 0 0 0 ST CHRISTINE BECKETT DIRECTOR 0.30 2.10 X 0 0 0 TERRY HART DIRECTOR 0.30 2.10 X 0 0 0 THOMAS BAKER DIRECTOR 0.30 2.10 X 0 0 0 CRAIG BALL DIRECTOR 0.30 2.10 X 0 0 0 PATRICIA EMBREE COO 5.00 44.00 X 0 275464 6651 LAURIE CANNELLA VP CLINICAL EXCELLENCE 5.00 44.00 X 0 194995 6687 0 787115 26473 0 0 1 0 LANDAU BUILDING CO 4378 CRAIGHEAD ROAD ALLISON PARK PA 15101 GENERAL CONTRACTOR 3644201 US FOODS INC 1114 GARDEN STREET PITTSBURGH PA 15601 FOOD SERVICE SUPPLY 263766 PERKINS EASTMAN ARCHITECTS DPC 525 WILLIAM PENN PLACE SUITE 2510 PITTSBURGH PA 15219 ARCHITECTS 172109 3 10256 10256 RESIDENT SERVICE REVEN 623000 3114455 3114455 OTHER REVENUE 900099 82214 82214 3196669 3206925 3196669 0 0 2734492 2498675 235817 12183 12183 393748 369189 24559 208659 191533 17126 750487 750487 28933 22504 6429 243558 169845 73713 50363 50363 134416 79685 54731 27546 27546 535866 535866 4934 2034 2900 89272 88272 1000 1013477 1013477 51962 51962 RESIDENT EXPENSE 321880 321880 MAINTENANCE AND EQUIPME 45968 44480 1488 MISCELLANEOUS EXPENSE 15944 15103 841 SEPCIAL EVENTS 828 828 -20468 -20468 6644048 5422167 1221881 0 0 0 1063 1063 -72433 -130698 105790 161441 18194660 2699708 16423800 15494952 4248541 4788075 20706761 20314833 1058618 438195 2864728 2549938 27003922 30980609 30927268 33968742 X -10169643 -13603045 -50864 -50864 -10220507 -13653909 20706761 20314833 X -3437123 90 3631 X X 0 1 X 1 0 X 2940 1720 300 4960 9700317 8394603 8001548 5956591 3196669 35249728 9700317 8397543 8003268 5956591 3196969 35254688 0 0 0 35254688 1970 1327 626 3923 1970 1327 626 3923 9702287 8398870 8003894 5956591 3196969 35258611 0.99990 0.99860 0.00010 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14804947 2188962 12615985 2184959 2431 2182528 1166504 508315 658189 38250 38250 15494952 WORKERS' COMPENSATION FUND 121391 OTHER 80321 RELATED ORGANIZATION RECEIVABLE 4304973 DEFERRED FINANCING COSTS 281390 4788075 RESIDENTS' TRUST FUNDS PAYABLE -16 ACCRUED WORKERS' COMPENSATION 139156 RELATED ORGANIZATION PAYABLE 30834619 SECURITY DEPOSIT HELD 6850 30980609 X PART X, LINE 2: THE SYSTEM, THE HOMES, VINCENTIAN COLLABORATIVE SYSTEM REHABILITATION SERVICES, AND THE CENTER ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON THEIR EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION THAT PERTAINS TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THESE PROVISIONS CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORAGNIZATION'S FINANCIAL STATEMENTS AND PRESCRIBE A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAX AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THESE PROVISIONS ALSO PROVIDE GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE RETURNS, WHICH IS GENERALLY THREE YEARS. X X X X 0 0 0 0 0 0 0 0 0 DEAN OWREY PRESIDENT, CEO 0 316322 0 334 0 0 0 0 0 13135 0 329791 0 0 PATRICIA EMBREE COO 0 256607 0 18857 0 0 0 0 0 6651 0 282115 0 0 LAURIE CANNELLA VP CLINICAL EXCELLENCE 0 181254 0 13741 0 0 0 0 0 6687 0 201682 0 0 CHRISTOPHER J AZZARA BOARD MEMBER 21599 LEGAL SERVICES TOTALING $21,599 PROVIDED BY BOARD MEMBER'S LAW FIRM. LAW FIRM WAS PAID FAIR MARKET RATES ACTING AS LEGAL COUNSEL FOR THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 3 VINCENTIAN COLLABORATIVE SYSTEM (VCS) PERFORMS MANAGEMENT DUTIES ON BEHALF OF VINCENTIAN DE MARILLAC. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE "THOSE PERSONS WHO SERVE FROM TIME TO TIME AS THE DIRECTORS OF VINCENTIAN COLLABORATIVE SYSTEM, A PENNSYLVANIA NONPROFIT CORPORATION ("VCS")." FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ARE "THOSE PERSONS WHO SERVE FROM TIME TO TIME AS THE DIRECTORS OF VINCENTIAN COLLABORATIVE SYSTEM, A PENNSYLVANIA NONPROFIT CORPORATION ("VCS")." AS SUCH, THE DIRECTORS OF VCS SHALL BE ENTITLED TO ALL RIGHTS AND POWERS OF THE MEMBERS UNDER PENNSYLVANIA LAW AND THESE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B VINCENTIAN DE MARILLAC MAINTAINS BYLAWS WHICH PROVIDE THAT THE MEMBERS OF THE ORGANIZATION, DESCRIBED AS "THOSE PERSONS WHO SERVE FROM TIME TO TIME AS THE DIRECTORS OF VINCENTIAN COLLABORATIVE SYSTEM, A PENNSYLVANIA NONPROFIT CORPORATION ("VCS")" HAVE RESERVED POWERS OVER THE ORGANIZATION. THOSE RESERVED POWERS ARE AS FOLLOWS: 1. APPROVAL OF THE STATEMENT OF PHILOSOPHY OF THE ORGANIZATION; 2. APPROVAL OF THE STATEMENT OF MISSION AND GOALS OF THE ORGANIZATION; 3. ADOPTION, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION AND BYLAWS OF THE ORGANIZATION; 4. ELECTION AND REMOVAL OF DIRECTORS, THE CHAIRPERSON OF THE BOARD OF DIRECTORS; 5. APPROVAL OF THE APPOINTMENT OF THE ADMINISTRATOR; 6. APPROVAL OF THE FOLLOWING TRANSACTIONS BY THE ORGANIZATION: A. INCURRENCE OF LONG-TERM DEBT; B. PURCHASE, SALE, LEASE, DISPOSITION, ENCUMBRANCE, OR OTHER TRANSFER OF ANY INTEREST IN OR TO ANY REAL OR PERSONAL PROPERTY; C. DONATION OF ASSETS OR OTHER TRANSFER OF ASSETS FOR LESS THAN THEIR FAIR MARKET VALUE TO ENTITIES NOT OWNED, SPONSORED, OR CONTROLLED BY THE ORGANIZATION D. SPENDING POLICIES OF THE ORGANIZATION; 7. APPROVAL OF PARTICIPATION, INVESTMENT,INVOLVEMENT OR OWNERSHIP IN NEW VENTURES OR ENTITIES, INCLUDING THE INVESTMENT OF MONEY OR OTHER CONSIDERATION OR PARTICIPATION AS A STOCKHOLDER, MEMBER OF OTHERWISE IN CORPORATIONS, PARTNERSHIPS, JOINT VENTURES, ASSOCIATIONS OR OTHER NONPROFIT OR BUSINESS ORGANIZATIONS OR ENTITIES BY THE ORGANIZATION; 8. APPROVAL OF PASSIVE INVESTMENTS FOR INCLUSION IN THE INVESTMENT PORTFOLIOS, SUCH AS PRIVATE EQUITY FUNDS, BY THE ORGANIZATION IN EXCESS OF 10% OF THE VALUE OF THE NET ASSETS OF THE ORGANIZATION. 9. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION, AND THE ESTABLISHMENT, MERGER, CONSOLIDATION, DISSOLUTION, OR LIQUIDATION OF ANY AFFILIATES; 10. RATIFICATION OF THE STRATEGIC PLAN OF THE ORGANIZATION; 11. RATIFICATION OF THE OPERATING AND CAPITAL BUDGETS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT & FINANCE COMMITTEE OF THE PARENT ORGANIZATION, VINCENTIAN COLLABORATIVE SYSTEM (VCS), REVIEWED THE 990 PRIOR TO FILING, AS DID THE FINANCE DEPARTMENT OF VINCENTIAN COLLABORATIVE SYSTEM. A COMPLETED COPY WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH DIRECTOR AND OFFICER ALONG WITH A DISCLOSURE STATEMENT. EACH DIRECTOR OR OFFICER IS REQUIRED TO COMPLETE AND RETURN THE DISCLOSURE STATEMENTS IN A TIMELY MANNER. THE CORPORATE COMPLIANCE OFFICER REVIEWS THE DISCLOSURE STATEMENTS FOR POTENTIAL CONFLICTS. REPORTED POTENTIAL CONFLICTS ARE REVIEWED WITH THE CHAIRPERSON OF THE BOARD OF DIRECTORS, THE ADMINISTRATOR AND LEGAL COUNSEL. ADDITIONAL INVESTIGATION IS COMPLETED BY EITHER THE BOARD CHAIRPERSON OR THE CORPORATE COMPLIANCE OFFICER AT THE DIRECTION OF THE BOARD CHAIRPERSON. POTENTIAL CONFLICTS ARE THEN REVIEWED WITH THE PARENT ORGANIZATION, VINCENTIAN COLLABORATIVE SYSTEM (VCS), COMPLIANCE COMMITTEE WHICH IS A COMMITTEE OF THE VCS BOARD OF DIRECTORS. POTENTIAL CONFLICTS ARE REVIEWED BY VINCENTIAN DE MARILLAC BOARD OF DIRECTORS OUTSIDE OF THE PRESENCE OF THE DIRECTOR OR OFFICER INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 AMONG THE RESPONSIBILITIES OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF VINCENTIAN COLLABORATIVE SYSTEM (VCS) IS TO OVERSEE EXECUTIVE COMPENSATION AND BENEFITS PLANS FOR THE ORGANIZATION'S PRESIDENT/CEO, AND TO ESTABLISH AND OVERSEE COMPENSATION PRACTICES, RANGES AND BENEFIT PLANS FOR ALL OF THE ORGANIZATION (INCLUDING SENIOR MANAGEMENT). THE ANNUAL PROCESS TO EVALUATE AND SET COMPENSATION INCLUDES: - A REVIEW OF THE CURRENT COMPENSATION FOR THE PRESIDENT/CEO - A REVIEW OF ANY NEW LEGISLATION THAT MAY HAVE AN AFFECT ON SUCH COMPENSATION.(SUCH INFORMATION IS PRESENTED BY EXPERIENCED EXTERNAL EXPERTS) - A REVIEW AND EVALUATION OF APPROPRIATE COMPETITIVE MARKET INFORMATION AND ANY OTHER SUCH INFORMATION THAT THE COMMITTEE DEEMS APPROPRIATE. - THE ESTABLISHMENT OF THE COMPENSATION PACKAGE (SALARY, INCENTIVE(S) AND BENEFITS) FOR PRESIDENT/CEO - THE ESTABLISHMENT OF COMPENSATION PRACTICES, INCLUDING EXTERNAL REFERENCES FOR RANGES, AND BENEFITS FOR THE ORGANIZATION (INCLUDING SENIOR MANAGEMENT) - THE RECOMMENDATION OF THE PRESIDENT/CEO'S COMPENSATION PACKAGE AS WELL AS THE PRACTICES FOR MANAGEMENT TO SET THE REST OF THE ORGANIZATION'S COMPENSATION AND BENEFITS IS MADE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF VCS FOR CONSIDERATION. THE EXECUTIVE COMMITTEE SHALL TAKE THIS INFORMATION INTO CONSIDERATION, ALONG WITH OTHER FACTORS INCLUDING BUDGETARY CONSIDERATIONS AND INDIVIDUAL PERFORMANCE, IN DETERMINING AND APPROVING THE RECOMMENDATION OF THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DISCONTINUED OPERATIONS 3,631. FORM 990 PART XII LINE 2C NO CHANGES FROM PRIOR YEAR VINCENTIAN COLLABORATIVE SYSTEM 8250 BABCOCK BOULEVARD PITTSBURGH PA 15237 251802480 PROVIDES MANAGEMENT SERVICES TO RELATED TAX-EXEMPT ORGANIZATIONS PA 501(C)(3) LINE 11 N/A 0 VINCENTIAN HOME 111 PERRYMONT ROAD PITTSBURGH PA 15237 250966629 PROVIDES SKILLED AND PERSONAL CARE HEALTH SERVICES TO THE ELDERLY PA 501(C)(3) LINE 11 N/A 0 VINCENTIAN COLLABORATIVE SYSTEM REHABILITATION SERVICES 111 PERRYMONT ROAD PITTSBURGH PA 15237 260033926 PROVIDES INPATIENT THERAPY SERVICES PA 501(C)(3) LINE 11 N/A 0 MARIAN MANOR CORPORATION 2695 WINCHESTER DRIVE PITTSBURGH PA 15220 251123606 PROVIDES SKILLED AND PERSONAL CARE HEALTH SERVICES TO THE ELDERLY PA 501(C)(3) LINE 11 N/A 0 VINCENTIAN REGENCY 9399 BABCOCK BOULEVARD ALLISON PARK PA 15101 251293904 PROVIDES INDEPENDENT SENIOR LIVING FACILITIES TO THE ELDERLY PA 501(C)(3) LINE 11 N/A 0 VINCENTIAN CHILD DEVELOPMENT CENTER 8200 MCKNIGHT ROAD PITTSBURGH PA 15237 061800223 PROVIDES CHARITABLE, RELIGIOUS AND EDUCATIONAL PROGRAMS TO PRESCHOOLERS PA 501(C)(3) LINE 2 N/A 0 SISTERS OF CHARITY OF NAZARETH INC 135 WEST DRIVE PO BOX 135 NAZARETH KY 40048 753124022 SPONSORING RELIGIOUS ORDER KY 501(C)(3) N/A 0 NAZARETH LITERARY AND BENEVOLENT INSTITUTION 200 NAZARETH DRIVE NAZARETH KY 40048 610444781 FISCAL GOVERNING BODY KY 501(C)(3) N/A 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 VINCENTIAN HOME D 133084 LOAN VINCENTIAN REGENCY D 615 LOAN MARIAN MANOR D 5410 LOAN VINCENTIAN COLLABORATIVE SYSTEM D 2928543 LOAN VINCENTIAN HOME E 4441087 LOAN MARIAN MANOR E 31545 LOAN VINCENTIAN COLLABORATIVE SYSTEM REHABILITATION SERVICES E 897 LOAN VINCENTIAN COLLABORATIVE SYSTEM E 25123845 LOAN SISTERS OF CHARITY OF NAZARETH INC K 1 RENTAL CONTRACT VINCENTIAN COLLABORATIVE SYSTEM M 750487 MANAGEMENT CONTRACT