2022-08-09T10:03:21-05:00 2021-09-30 990 2020-10-01 010339489 St Joseph's Rehabilitation & Residence STJO 2077970600 1133 Washington Avenue Portland ME 04103 Chris Coon Treasurer 2077970600 2022-08-01 Chris Coon 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Chris Coon 1133 Washington Avenue Portland ME 04103 12186312 0 X https://mainehealth.org/saint-josephs X 1972 ME 121 bed nursing facility offering post-acute and long-term care for the elderly. 7 0 150 2 0 0 410734 791385 12285849 11391094 1823 2943 1395 890 12699801 12186312 0 0 0 0 6403809 6126445 0 0 0 7025195 8389595 13429004 14516040 -729203 -2329728 7334868 7806852 11054523 13830883 -3719655 -6024031 X Saint Joseph's Rehabilitation & Residence provides a range of highquality residences and health care services for seniors andindividuals with serious health needs. Our committment is to providea home-like environment where both needs are met with respect, care and compassion. 0 0 12522852 11391094 Saint Joseph's Rehabilitation & Residence operates a 121 bed nursingfacility. Our commitment is to provide a home-like environment where both needs are met with caring and compassion. In this sanctuary,everyone has the right to be treated with a respect consonant with hisor her dignity as a person regardless of physical ability or financialresources. 12522852 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 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 0 0 150 1 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 X Chris Coon 2076626213 22 Bramhall Street Portland ME 04102 Maureen Van Benthuysen Chair 1.00 50.00 X X 0 541216 80456 Chris Coon Treasurer 1.00 50.00 X X 0 290547 51602 Michelle Bush Secretary 1.00 50.00 X X 0 158227 36931 Omar Hasan Director 1.00 50.00 X 0 530904 50379 Heidi Wierman MD Director 1.00 50.00 X 0 249938 93395 Kary Franchetti Director 1.00 50.00 X 0 123184 20448 Jennifer McCarthy Director 1.00 50.00 X 0 679260 26632 Beth Kelsch Former Secretary 1.00 50.00 X X 0 294024 80708 Abigail Abbott Former Director 1.00 50.00 X 0 102588 14461 Peggy Farrington Administrator 50.00 0.00 X 125180 0 21485 Susan Maxwell Director of Nursing 50.00 0.00 X 116790 0 11617 241970 2969888 488114 2 0 1 0 0 791385 791385 Net Patient Service Revenue 623000 11391094 11391094 11391094 2943 2943 890 0 890 890 890 12186312 11391094 0 3833 X 154877 154877 4853400 4147376 706024 767605 655941 111664 350563 299567 50996 250283 250283 12971 12971 23250 23250 5110935 5109085 1850 640431 224584 415847 164852 164852 348415 348415 2132 2132 26532 22226 4306 266388 266388 62515 62515 Medical Supplies 731162 731162 Provider Tax 718108 718108 Miscellaneous Expense 31621 31621 14516040 12522852 1993188 0 1020209 1295497 478470 1061466 1059773 814317 37888 48431 73750 97291 12156147 8483380 3870754 3672767 715000 715000 79024 102083 7334868 7806852 1036339 971101 364660 919418 76328 100410 862123 0 169414 92687 8545659 11747267 11054523 13830883 X -3868109 -6172485 148454 148454 -3719655 -6024031 7334868 7806852 -2329728 25352 0 X 0 1 X 1 1 1 X 5310 7929 577 410734 791385 1215935 10463071 13528201 11653146 12285849 11391094 59321361 10468381 13536130 11653723 12696583 12182479 60537296 0 0 0 60537296 9474 5767 2684 3218 3833 24976 9474 5767 2684 3218 3833 24976 138858 138858 10477855 13680755 11656407 12699801 12186312 60701130 0.99730 0.99680 0.00040 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3294 3294 0 Part II-B, Line 1: During the tax year, the organization paid dues totaling $8,554 to the Maine Healthcare Association, and $2,493 to the American Health Care Association, a portion of these dues are attributable to lobbying expenses. 0 1 X 113810 28237 142047 102000 11810 113810 102000 102000 140037 38037 102000 134532 5505 140037 0.00000 0.70000 0.30000 0 0 2073700 2073700 4747591 3959876 787715 4616452 3846016 770436 718404 677488 40916 3672767 Due to Affiliates 11591249 Due to State 156018 11747267 X Part IV, Line 2b: St. Joseph's Rehabilitation maintains custodial funds for residents and participants in the Organization's adult day care program. The funds are reported as a liability on Form 990, Part X, line 21. Part X, Line 2: FIN 48 Footnote The Internal Revenue Service has previously determined that the System and its subsidiaries (except Maine Medical Partners (MMP) (a subsidiary of MaineHealth) are organizations as described in Section 50l(c)(3) of the Internal Revenue Code (IRC) and are exempt from federal income taxes on related income pursuant to Section 50l(a) of the IRC. The System recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. The System did not recognize the effect of any income tax positions in either 2021 or 2020. 0 0 0 0 0 0 0 0 0 Maureen Van Benthuysen Chair 0 355851 0 68719 0 116646 0 44620 0 35836 0 621672 0 0 Chris Coon Treasurer 0 249345 0 34735 0 6467 0 33746 0 17856 0 342149 0 0 Michelle Bush Secretary 0 157896 0 0 0 331 0 6758 0 30173 0 195158 0 0 Omar Hasan Director 0 444094 0 86000 0 810 0 15500 0 34879 0 581283 0 0 Heidi Wierman MD Director 0 248478 0 0 0 1460 0 59087 0 34308 0 343333 0 0 Jennifer McCarthy Director 0 542611 0 123222 0 13427 0 11400 0 15232 0 705892 0 0 Beth Kelsch Former Secretary 0 251415 0 37703 0 4906 0 49005 0 31703 0 374732 0 0 Form 990, Part I, Line 3 Top management officials are compensated by related organizations. These organizations used one or more of the methods shown at Part I, Line 3 to establish the compensation of top management. See description of process in Schedule O - Form 990, Part VI, Section B, Line 15 - Compensation for Top Official. Form 990, Part VI, Section A, line 6 MaineHealth (EIN #01-0238552) is the organization's sole member. Form 990, Part VI, Section A, line 7a Elected Trustees shall be elected annually by the MaineHealth Board of Trustees, acting as the sole corporate member. Form 990, Part VI, Section A, line 7b The exercise of the following powers by the Board of Trustees of the Corporation shall be subject to the approval of the corporate member and additionally the corporate member's sole corporate member, MaineHealth Services: 1. adoption of the annual capital and operating budgets, including modifications thereof; 2. approval of any business, marketing and strategic plans, including modifications thereof; 3. authorization for debt incurred, assumed, or guaranteed by the Corporation in excess of $1,000,000, other than as provided for in annual capital and operating budgets; 4. authorization for any acquisition, disposition, organization or investment by the Corporation in any other corporation, partnership, limited liability company or joint venture; 5. authorization for any sale, assignment, transfer, mortgage or encumbrance of any properties or assets of the Corporation having an aggregate value in excess of $1,000,000, including capitalized leases exceeding $1,000,000 in debt obligation; 6. authorization for any merger or consolidation involving the Corporation as a constituent entity or any sale or other disposition of substantially all of the assets of the Corporation; 7. authorization for the institution of any bankruptcy, insolvency or reorganization proceedings; 8. authorization for the capital investment in an individual, entity or project in the form of cash or either tangible or intangible property in excess of $1,000,000; 9. adoption of any amendments and modifications to the Articles of Incorporation of the Corporation. The approval of the corporate member but not MaineHealth Services shall be required for the exercise of the following powers by the Board of Trustees of the Corporation: 1. authorization for debt incurred, assumed, or guaranteed by the Corporation in excess of $100,000 (but not exceeding $1,000,000), other than as provided for in annual capital and operating budgets; 2. authorization for any sale, assignment, transfer, mortgage or encumbrance of any properties or assets of the Corporation having an aggregate value in excess of $100,000 (but not exceeding $1,000,000), including capitalized leases exceeding $100,000 in debt obligation; 3. authorization for the capital investment in an individual, entity or project in the form of cash or either tangible or intangible property in excess of $100,000 (but not exceeding $1,000,000); 4. authorization for developing, implementing, or terminating programs and services other than those included within any approved strategic or financial plan; 5. selection of the individual serving as Administrator; 6. adoption of the Corporation's Bylaws and any amendments and modifications to the Corporation's Bylaws; 7. authorization for the commencement of litigation other than routine collection actions; and 8. initial entry into or renewal of any management services agreement. Form 990, Part VI, Section B, line 11b The 990 was reviewed by the Board Treasurer and made available to the full Board prior to filing. Form 990, Part VI, Section B, line 12c The Organization has adopted a policy which sets forth the Organization's conflict of interest policy and processes. Annually, all those serving the Organization in a fiduciary capacity, including directors, officers and key employees receive a copy of the policy and annual disclosure statement to be completed. Disclosures of financial interest or other reportable circumstances as defined in the policy are submitted and reviewed by the Organization's CEO and board's chair. Summary information is reported to the entire board and available to the board throughout the year which may rise to the level of an actual or apparent conflict. The determination of whether a disclosed financial or other interest constitutes a conflict of interest is made by the board or an appropriate committee thereof compromised of disinterested persons and without the participation of the affected individual except to respond to questions about the disclosure. The policy further addresses the procedure for the board's further consideration of the proposed transaction/matter without the participation of the affected person and the documentation of the proceedings. Lastly, the policy addresses potential disciplinary action for the violations of the policy. Form 990, Part VI, Section B, line 15 The Organization has adopted a process for determining compensation. The board has an independent committee review and approve all elements of remuneration for key management. The board/committee has an established compensation philosophy statement which details the objectives of market positioning and pay elements. The committee engages with external consultants to provide market data comparing organization's roles to similarly sized health systems utilizing both title and job content comparisons. The committee reviews the market analysis, approves any salary adjustments for the executive population, considers both reasonableness and effectiveness of all remunerative programs and approves the detailed performance expectations which are incorporated into the at-risk plan. All of these discussions and decisions are documented through the provision of meeting minutes. Form 990, Part VI, Section C, line 19 Documents that are required to be open for public inspection are made available upon request. Form 990, Part IX, line 11g Contract Services - Medical: Program service expenses 5,109,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,109,085. Contract Services - Pastoral Care: Program service expenses 0. Management and general expenses 1,850. Fundraising expenses 0. Total expenses 1,850. MaineHealth 22 Bramhall Street Portland ME 04102 010238552 Hospital ME 501(c)(3) Line 3 MaineHealth Services 0 Maine Medical Center Realty Corp 22 Bramhall Street Portland ME 04102 010434215 Property management ME 501(c)(3) Line 12a, I MaineHealth 0 MaineHealth Services 110 Free Street Portland ME 04101 010431680 Healthcare ME 501(c)(3) Line 12c, III-FI N/A 0 Western Maine Multi-Medical Specialists 181 Main Street Norway ME 04268 010489824 Physician practices ME 501(c)(3) Line 10 MaineHealth 0 LincolnHealth Cove's Edge 35 Miles Street Damariscotta ME 04543 010382340 Healthcare ME 501(c)(3) Line 3 MaineHealth 0 LincolnHealth Medical Partners Inc 35 Miles Street Damariscotta ME 04543 263878235 Physician practices ME 501(c)(3) Line 7 MaineHealth 0 Quarry Hill 4 White Street Rockland ME 04841 010213976 Long term care ME 501(c)(3) Line 10 MaineHealth 0 Healthy Community Coalition Inc 131 Franklin Health Commons Farmington ME 04938 223305743 Community services ME 501(c)(3) Line 7 MaineHealth 0 Community Health and Nursing Services 60 Baribeau Drive Brunswick ME 04011 010211546 Home health ME 501(c)(3) Line 10 MaineHealth 0 Mid Coast Geriatric Services Corporation 123 Medical Center Drive Brunswick ME 04011 010496221 Home health ME 501(c)(3) Line 10 MaineHealth 0 Western Maine Nursing Home Inc 181 Main Street Norway ME 04268 222842655 Nursing home ME 501(c)(3) Line 10 MaineHealth 0 Maine Medical Partners 22 Bramhall Street Portland ME 04102 010442142 Healthcare ME N/A C 0 Waldo County Healthcare Mgmt Co PO Box 287 Belfast ME 04915 010485133 Management services ME N/A C 0 PBH Management Company PO Box 287 Belfast ME 04915 010537278 Management services ME N/A C 0 Mid Coast Health Management Corp 123 Medical Center Drive Brunswick ME 04011 010429598 Management services ME N/A C 0 Mid Coast Medical Group 123 Medical Center Drive Brunswick ME 04011 010484592 Healthcare ME N/A C 0 Thorton Oaks Development Corp 123 Medical Center Drive Brunswick ME 04011 010448411 Management services ME N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1