2024-11-05T14:31:02-06:00 2023-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2023-01-01 042140119 SACRED HEART HOME SACR 5089966751 359 SUMMER STREET NEW BEDFORD MA 02740 JOANNE ROQUE DIRECTOR 5086751311 2024-11-01 1 0 MARIA BUNKER P00652618 7812373339 2024-11-01 2023 2024-10-15 13:58:12Z EDGAR M DA CUNHA 47 UNDERWOOD STREET FALL RIVER MA 02720 15590929 0 X WWW.DHFO.ORG X 1916 MA PROVIDES SKILLED NURSING & REHABILITATIVE CARE FOR THE FRAIL & ELDERLY. 9 3 211 4 0 0 7092 75522 13328602 14718324 90901 167685 1465382 299614 14891977 15261145 0 0 0 0 8651053 8197536 0 0 0 5263431 6183086 13914484 14380622 977493 880523 11679894 13229000 1626688 2112514 10053206 11116486 TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 0 13248535 14718324 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRM FOR 44,751 PATIENT DAYS 13248535 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 211 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 3 1 1 1 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X LAURA MITCHELL 5086798154 368 NORTH MAIN STREET FALL RIVER MA 02720 X EDGAR M DA CUNHA M + PRESIDENT 1.00 0.00 X X 0 0 0 JOANNE LONG DIRECTOR 1.00 0.00 X 0 0 0 JOANNE ROQUE DIRECTOR 1.00 0.00 X 0 0 0 JOHN J OLIVEIRA M + CLERK 1.00 0.00 X X 0 0 0 KEVIN KILEY M + TREASURER 1.00 0.00 X X 0 0 0 RICHARD SAUNDERS DIRECTOR 1.00 0.00 X 0 0 0 LAURA MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 WALTER SMITH DIRECTOR 1.00 0.00 X 0 0 0 JOHN J OLIVEIRA PA M + DIRECTOR 1.00 0.00 X 0 0 0 AUDREY D MELLO LPN CHARGE 40.00 0.00 X 124946 0 4154 CHRISTINE SOUZA D.O.N. 40.00 0.00 X 112857 0 35409 JENNIFER M DAVIS ADMINISTRATOR 40.00 0.00 X 133260 0 4431 MARIA MELLO ADMISSIONS DIRECTOR 40.00 0.00 X 114410 0 20350 485473 0 64344 4 0 0 0 CONNECT RN INC 203 CRESCENT ST SUITE 403 WALTHAM MA 02453 NURSING SERVICES 986131 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 754090 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 15251 NURSING SERVICES 600204 DIOCESAN HEALTH FACILITIES 368 NORTH MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 417000 NORTON & ASSOCIATES 34 ELM ST COHASSET MA 02025 NURSING SERVICES 156808 7 72816 2706 75522 MEDICARE/MEDICAID 623000 8981526 8981526 PATIENT SERVICE REVENUE 623000 5736798 5736798 14718324 154310 154310 337838 324463 13375 13375 13375 11725 5321 6404 6404 OTHER INCOME 900099 293210 293210 293210 15261145 14718324 0 467299 X 6958472 6571817 386655 249786 235906 13880 469640 443544 26096 519638 490764 28874 417000 417000 3236 3236 53702 53702 83 83 10666 10666 3332553 3316655 15898 15107 15107 99085 99085 511683 490333 21350 10259 10259 9531 9531 241354 228959 12395 176396 160216 16180 SUPPLIES 534320 534320 FOOD 339060 339060 USER FEE 320174 320174 LICENSE FEES 68062 68062 40815 39194 1621 14380622 13248535 1132087 0 700 700 5671771 6579272 1270287 1391648 43599 33437 63236 79976 9292084 6956168 2173077 2335916 986248 1194025 1470976 1614026 11679894 13229000 1224802 1746691 401886 365823 1626688 2112514 X 10053206 11116486 10053206 11116486 11679894 13229000 880523 182757 0 X X 0 1 X 1 0 X 9161 7236 4101 7092 75522 103112 15520317 14569332 14004598 13328602 14718324 72141173 15529478 14576568 14008699 13335694 14793846 72244285 0 0 0 72244285 21489 22598 22871 66354 154310 287622 21489 22598 22871 66354 154310 287622 305380 3808919 1086434 1470114 304935 6975782 15856347 18408085 15118004 14872162 15253091 79507689 0.90860 0.91000 0.00360 0.00190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 286,233. 2020 AMOUNT: $ 3,808,342. 2021 AMOUNT: $ 1,085,524. 2022 AMOUNT: $ 1,459,186. 2023 AMOUNT: $ 293,210. FUNDRAISER INCOME - 2019 AMOUNT: $ 19,147. 2020 AMOUNT: $ 577. 2021 AMOUNT: $ 910. 2022 AMOUNT: $ 10,928. 2023 AMOUNT: $ 11,725. 0 0 0 0 0 0 0 0 1 83 83 0 PART II-B, LINE 1: A PORTION OF MEMBERSHIP DUES PAID TO STATE TRADE ASSOCIATION ORGANIZATION. 325087 325087 6332126 4844783 1487343 1415628 1271572 144056 1219243 839813 379430 2335916 DUE FROM AFFILIATES 1613252 OTHER RECEIVABLE 774 1614026 UNSECURED LOAN PAYABLE TO RELATED PARTY 365823 365823 X 15438557 182757 5321 188078 15250479 10666 10666 15261145 14375277 5321 5321 14369956 10666 10666 14380622 PART X, LINE 2: THE HOME RECOGNIZES THE TAX BENEFIT FROM ANY UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. MANAGEMENT HAS ANALYZED THE HOME'S TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN YEARS (2020-2022) OR EXPECTED TO BE TAKEN IN THE HOME'S 2023 TAX RETURNS. THE HOME IDENTIFIES ITS MAJOR TAX JURISDICTIONS AS U.S. FEDERAL AND THE COMMONWEALTH OF MASSACHUSETTS; HOWEVER, THE HOME IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. THE HOME ALSO FOLLOWS THE POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS (IF ANY) IN INCOME TAX EXPENSE. NO SUCH INTEREST AND PENALTIES HAVE BEEN RECORDED AS OF DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND MONSIGNOR JOHN J. OLIVEIRA, REVEREND JOHN J. OLIVEIRA, KEVIN KILEY, LAURA MITCHELL, AND JOANNE ROQUE HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO THE DIOCESAN HEALTH FACILITIES OFFICE. FORM 990, PART VI, SECTION A, LINE 4 THE HOME VOTED TO ACCEPT NEW BY-LAWS IN NOVEMBER 2023. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEE MEETINGS WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY HELD DURING 2023. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE MANAGEMENT COMPANY REVIEWS AND APPROVES THE 990. THEN THE CEO OF THE MANAGEMENT COMPANY REVIEWS AND SIGNS THE 990. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND DIRECTORS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF ANY KEY EMPLOYEE AND THE TOP MANAGEMENT OFFICIAL (THE ADMINISTRATOR) INVOLVES EXAMINING SIMILAR SALARIES OF OTHER EMPLOYEES IN SIMILAR POSITIONS IN OTHER NURSING HOME FACILITIES. 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 IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,358,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,358,786. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 27,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,300. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 12,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,903. THERAPIST CONSULTANTS: PROGRAM SERVICE EXPENSES 671,817. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 671,817. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 105,448. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,448. LAB FEES: PROGRAM SERVICE EXPENSES 16,287. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,287. AMBULANCE: PROGRAM SERVICE EXPENSES 12,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,506. RADIOLOGY: PROGRAM SERVICE EXPENSES 3,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,552. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,898. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,898. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 44,132. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,132. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 63,924. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,924. PART XI, LINE 26 THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. MADONNA MANOR INC 85 NORTH WASHINGTON STREET NORTH ATTLEBORO MA 02760 042596550 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 MARIAN MANOR INC 33 SUMMER STREET TAUNTON MA 02780 042277710 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 OUR LADY'S HAVEN OF FAIRHAVEN INC 71 CENTER STREET FAIRHAVEN MA 02719 042106632 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 ROMAN CATHOLIC BISHOP OF FALL RIVER 450 HIGHLAND AVENUE FALL RIVER MA 02720 043000709 RELIGIOUS ORGANIZATION MA 501(C)(3) 1 N/A 0 CATHOLIC MEMORIAL HOME INC 2446 HIGHLAND AVENUE FALL RIVER MA 02720 042106393 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 CATHOLIC MEMORIAL HOME INC L 86299 COST OF SERVICES PROVIDED MARIAN MANOR INC L 39094 COST OF SERVICES PROVIDED OUR LADY'S HAVEN OF FAIRHAVEN INC L 82232 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC M 5751 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC O 92050 COST OF SERVICES PROVIDED/PURCHAS MARIAN MANOR INC O 39094 COST OF SERVICES PROVIDED OUR LADY'S HAVEN OF FAIRHAVEN INC O 85488 COST OF SERVICES PROVIDED ROMAN CATHOLIC BISHOP OF FALL RIVER M 249786 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 579283 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 14913 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 417000 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER R 42933 PRINC AND INT PAID ON LOAN MARIAN MANOR INC P 39375 ACTUAL AMOUNT PAID MADONNA MANOR INC P 110 ACTUAL AMOUNT PAID OUR LADY'S HAVEN OF FAIRHAVEN INC P 81582 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE P 28131 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC Q 12775 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC P 23785 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE Q 21605 ACTUAL AMOUNT RECEIVED DIOCESAN HEALTH FACILITIES OFFICE O 14913 COST OF SERVICES PURCHASED OUR LADY'S HAVEN OF FAIRHAVEN INC M 3256 COST OF SERVICES PURCHASED