2024-11-05T14:31:02-06:00 2023-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2023-01-01 042106632 OUR LADY'S HAVEN OF FAIRHAVEN INC OURL 5086798154 71 CENTER STREET FAIRHAVEN MA 02719 JOANNE ROQUE DIRECTOR 5086751311 2024-11-01 1 0 MARIA BUNKER P00652618 7812373339 2023 2024-10-15 13:58:12Z EDGAR M DA CUNHA 47 UNDERWOOD STREET FALL RIVER MA 02720 9404240 0 X WWW.DHFO.ORG X 1951 MA PROVIDES SKILLED NURSING & REHABILITATIVE CARE FOR THE FRAIL & ELDERLY. 10 3 135 0 0 0 3545 47091 7802404 9122921 7576 5922 657505 222985 8471030 9398919 0 0 0 0 5285807 5494049 0 0 0 3920263 4187160 9206070 9681209 -735040 -282290 2056100 2158309 4237061 2821560 -2180961 -663251 TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 0 8809569 9122921 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRM FOR 27,504 PATIENT DAYS. 8809569 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 0 0 0 1 9 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 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 N MAIN STREET FALL RIVER MA 02720 X MOST REVEREND EDGAR M DA CUNHA M + PRESIDENT 1.00 0.00 X X 0 0 0 REVEREND DAVID A PIGNATO M + SECRETARY 1.00 0.00 X X 0 0 0 REVEREND MSGR JOHN J OLIVEIRA M + DIRECTOR 1.00 0.00 X 0 0 0 REVEREND JOHN J OLIVEIRA M + DIRECTOR 1.00 0.00 X 0 0 0 CLAIRE SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 KEVIN KILEY M + TREASURER 1.00 0.00 X X 0 0 0 JOANNE ROQUE DIRECTOR 1.00 0.00 X 0 0 0 LAURA MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 CARL TABER DIRECTOR 1.00 0.00 X 0 0 0 RICHARD SAUNDERS DIRECTOR 1.00 0.00 X 0 0 0 REV JOHN M SULLIVAN UNTIL OCT 2023 M + DIRECTOR 1.00 0.00 X 0 0 0 DOREEN VERTENTES NURSE SUPERVISOR 40.00 0.00 X 183536 0 10513 STACY PINA CNA 40.00 0.00 X 100613 0 2449 PIPER SILVA STAFF DEVELOP/IC 40.00 0.00 X 109283 0 2660 393432 0 15622 3 0 1 0 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 463109 CONNECT RN INC 203 CRESCENT ST SUITE 403 WALTHAM MA 02453 NUSRING SERVICES 382112 BENTOB HEALTHCARE SOLUTIONS LLC DAVOL STREET FALL RIVER MA 02720 NURSING SERVICES 307771 INTELYCARE INC 1250 HANCOCK ST 501N QUINCY MA 02169 NURSING SERVICES 185998 DIOCESAN HEALTH FACILITIES 368 NO MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 166667 8 45504 1587 47091 MEDICARE/MEDICAID 623000 5566494 5566494 PATIENT SERVICE REVENU 623000 3556427 3556427 9122921 5922 5922 10891 5321 5570 5570 OTHER 900099 217415 217415 217415 9398919 9122921 0 228907 X 4624433 4346369 278064 158880 149327 9553 366120 344105 22015 344616 323894 20722 250000 250000 8981 8981 69075 69075 51 51 1838865 1811083 27782 8697 8697 113746 113746 329102 287965 41137 2448 2448 1100 1100 14564 14564 78429 67698 10731 77647 70301 7346 USER FEE 649403 649403 SUPPLIES 424013 424013 FOOD 249756 249756 LICENSE FEES 44740 44740 26543 25251 1292 9681209 8809569 871640 0 500 500 558139 123977 854199 1127476 34267 35799 39139 45158 3550901 3110775 493229 440126 76627 385273 2056100 2158309 1005146 1235035 3231915 1586525 4237061 2821560 X -2180961 -663251 -2180961 -663251 2056100 2158309 X -282290 1800000 X X 0 1 X 1 0 X 6257 10456 8148 3545 47091 75497 9677676 7789269 6301948 7802404 9122921 40694218 9683933 7799725 6310096 7805949 9170012 40769715 0 0 0 40769715 938 3431 2646 7576 5922 20513 938 3431 2646 7576 5922 20513 562139 1997218 599826 662237 228306 4049726 10247010 9800374 6912568 8475762 9404240 44839954 0.90920 0.90870 0.00050 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 539,802. 2020 AMOUNT: $ 1,996,213. 2021 AMOUNT: $ 599,826. 2022 AMOUNT: $ 652,206. 2023 AMOUNT: $ 217,415. FUNDRAISER INCOME - 2019 AMOUNT: $ 22,337. 2020 AMOUNT: $ 1,005. 2022 AMOUNT: $ 10,031. 2023 AMOUNT: $ 10,891. 0 0 0 0 0 0 0 0 1 51 51 0 PART II-B, LINE 1: A PORTION OF MEMBERSHIP DUES PAID TO STATE TRADE ASSOCIATION ORGANIZATION. 2520321 2171581 348740 880120 797906 82214 150460 141288 9172 440126 DUE FROM AFFILIATES 385273 385273 DUE TO AFFILIATES 1013516 UNSECURED LOAN PAYABLE TO RELATED PARTY 573009 1586525 X 9404240 5321 5321 9398919 0 9398919 9686530 5321 5321 9681209 0 9681209 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 X X 0 0 0 0 0 0 0 0 0 DOREEN VERTENTES NURSE SUPERVISOR 183536 0 0 0 0 0 0 0 10513 0 194049 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND DAVID A. PIGNATO, REVEREND MONSIGNOR JOHN J. OLIVEIRA, REVEREND JOHN J. OLIVEIRA, LAURA MITCHELL, JOANNE ROQUE, AND KEVIN KILEY 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 TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,157,963. MANAGEMENT AND GENERAL EXPENSES 17,319. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,175,282. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,463. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,463. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 23,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,440. THERAPIST CONSULTANTS: PROGRAM SERVICE EXPENSES 339,170. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,170. LAB FEES: PROGRAM SERVICE EXPENSES 9,390. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,390. RADIOLOGY: PROGRAM SERVICE EXPENSES 3,321. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,321. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 25,180. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,180. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 162,027. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,027. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 80,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,922. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 6,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,641. AMBULANCE: PROGRAM SERVICE EXPENSES 3,029. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,029. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM AN AFFILIATE 1,800,000. PART XI, LINE 26 THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. CATHOLIC MEMORIAL HOME INC 2446 HIGHLAND AVENUE FALL RIVER MA 02720 042106393 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 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 SACRED HEART HOME INC 359 SUMMER STREET NEW BEDFORD MA 02740 042140119 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 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 SACRED HEART HOME INC P 26284 ACTUAL AMOUNT PAID SACRED HEART HOME INC O 85488 COST OF SERVICES PURCHASED/PROV CATHOLIC MEMORIAL HOME INC O 28555 COST OF SERVICES PROVIDED/PURCHAS CATHOLIC MEMORIAL HOME INC M 10517 COST OF SERVICES PURCHASED SACRED HEART HOME INC M 82232 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 250000 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 158880 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 411606 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE Q 28394 ACTUAL AMOUNT RECEIVED MARIAN MANOR INC L 2563 COST OF SERVICES PROVIDED MARIAN MANOR INC O 2563 COST OF SERVICES PROVIDED MARIAN MANOR INC P 9147 ACTUAL AMOUNT PAID MADONNA MANOR INC P 316025 ACTUAL AMOUNT PAID MADONNA MANOR INC Q 7382 ACTUAL AMOUNT RECEIVED SACRED HEART HOME INC Q 15357 ACTUAL AMOUNT RECEIVED DIOCESAN HEALTH FACILITIES OFFICE P 41675 ACTUAL AMOUNT PAID MARIAN MANOR INC Q 9145 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC P 2139442 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER R 35252 PRINC AND INT PAYMENT ON LOAN CATHOLIC MEMORIAL HOME INC Q 335785 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC L 18038 COST OF SERVICES PROVIDED SACRED HEART HOME INC L 3256 COST OF SERVICES PROVIDED DIOCESAN HEALTH FACILITIES OFFICE O 6135 COST OF SERVICES PROVIDED DIOCESAN HEALTH FACILITIES OFFICE M 6135 COST OF SERVICES PURCHASED MADONNA MANOR INC D 310000 AMOUNT LOANED