2022-11-09T15:38:00-06:00 2021-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2021-01-01 042140119 SACRED HEART HOME SACR 5089966751 359 SUMMER STREET NEW BEDFORD MA 02740 EDGAR M DA CUNHA PRESIDENT & TREASURER 5086751311 2022-10-31 1 EDGAR DA CUNHA 999009999 MARIA BUNKER P00652618 7812373339 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z EDGAR M DA CUNHA 394 HIGHLAND AVENUE FALL RIVER MA 02720 15848589 0 X WWW.DHFO.ORG X 1916 MA PROVIDES SKILLED NURSING & REHABILITATIVE CARE FOR THE FRAIL & ELDERLY. 9 3 247 0 0 0 1819606 4101 14569332 14004598 49551 171814 3808919 1086434 20247408 15266947 0 0 0 0 10391231 9014024 0 0 0 5780107 5359632 16171338 14373656 4076070 893291 12025373 11564119 3737402 2266168 8287971 9297951 TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 0 13213960 14004598 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRM FOR 51,711 PATIENT DAYS 13213960 1 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 247 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 3 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LAURA MITCHELL 5086798154 368 NORTH MAIN STREET FALL RIVER MA 02720 EDGAR M DA CUNHA M + PRESIDENT & TREASURER 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 40.00 X 0 169838 37694 JOHN J OLIVEIRA M + CLERK 1.00 0.00 X X 0 0 0 JOHN J OLIVEIRA PA M + DIRECTOR 1.00 0.00 X 0 0 0 KEVIN KILEY DIRECTOR 1.00 0.00 X 0 0 0 RICHARD SAUNDERS DIRECTOR 1.00 0.00 X 0 0 0 RICHARD WILSON M + VICE PRESIDENT 1.00 0.00 X X 0 0 0 WALTER SMITH DIRECTOR 1.00 0.00 X 0 0 0 AUDREY D MELLO LPN CHARGE 40.00 0.00 X 142800 0 24914 KATHERINE HELGELAND ASST DIR OF NURSING 40.00 0.00 X 105251 0 18363 CHRISTINE SOUZA D.O.N. 40.00 0.00 X 103605 0 18076 JENNIFER M DAVIS ADMINISTRATOR 40.00 0.00 X 106599 0 18598 MARIA QUITERIO NUSRING SUPERVISOR 40.00 0.00 X 114040 0 19897 572295 169838 137542 5 0 1 0 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 741363 DIOCESAN HEALTH FACILITIES 368 NORTH MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 417236 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 15251 NURSING SERVICES 188228 NORTON AND ASSOCIATES INC 34 ELM STREET COHASSET MA 02025 NURSING SERVICES 140625 4 4101 4101 MEDICARE/MEDICAID 623000 10068949 10068949 PATIENT SERVICE REVENUE 623000 3935649 3935649 14004598 22871 22871 425585 305000 347959 233683 77626 71317 148943 148943 910 0 910 910 OTHER INCOME 900099 1085524 1085524 1085524 15266947 14004598 0 1258248 X 7655176 7271632 383544 234356 222615 11741 543204 515988 27216 581288 552164 29124 417236 417236 33609 33609 19000 19000 10698 10698 1940573 1919190 21383 13048 13048 111523 111523 470286 450664 19622 16421 16421 15252 15252 245980 232672 13308 140121 128764 11357 COVID-19 TESTING 886005 886005 SUPPLIES 533729 533729 FOOD 353888 353888 BAD DEBT 48814 48814 103449 82583 20866 14373656 13213960 1159696 0 500 500 4990040 5219941 1773985 1248020 20410 27271 70056 59070 8843685 6474609 2708095 2369076 976128 1176418 482 0 1485677 1463823 12025373 11564119 2327107 1834366 1410295 431802 3737402 2266168 X 8287971 9297951 8287971 9297951 12025373 11564119 893291 116689 0 X X 0 1 X 1 1 1 X 4361 21735 9161 7236 4101 46594 15071528 15129797 15520317 14569332 14004598 74295572 15075889 15151532 15529478 14576568 14008699 74342166 0 0 0 74342166 47236 21429 21489 22598 22871 135623 47236 21429 21489 22598 22871 135623 339545 355384 305380 3808919 1086434 5895662 15462670 15528345 15856347 18408085 15118004 80373451 0.92500 0.93490 0.00170 0.00190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2017 AMOUNT: $ 323,941. 2018 AMOUNT: $ 335,649. 2019 AMOUNT: $ 286,233. 2020 AMOUNT: $ 3,808,342. 2021 AMOUNT: $ 1,085,524. FUNDRAISER INCOME - 2017 AMOUNT: $ 15,604. 2018 AMOUNT: $ 19,735. 2019 AMOUNT: $ 19,147. 2020 AMOUNT: $ 577. 2021 AMOUNT: $ 910. 325087 325087 6289073 4490531 1798542 1389437 1146915 242522 840088 837163 2925 2369076 ACCRUED INTEREST RECEIVABLE 456 DUE FROM AFFILIATES 1421310 OTHER RECEIVABLE 42057 1463823 UNSECURED LOAN PAYABLE TO RELATED PARTY 431802 431802 X 15372938 116689 116689 15256249 10698 10698 15266947 14362958 0 14362958 10698 10698 14373656 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 (2018-2020) OR EXPECTED TO BE TAKEN IN THE HOME'S 2021 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, 2021 AND 2020. X X 0 0 0 0 0 0 0 0 0 JOANNE ROQUE DIRECTOR 0 169838 0 0 0 0 0 6696 0 30998 0 207532 0 0 FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND RICHARD WILSON, REVEREND MONSIGNOR JOHN J. OLIVEIRA, REVEREND JOHN J. OLIVEIRA, KEVIN KILEY, 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 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 B, LINE 11B THE CFO OF THE MANAGEMENT COMPANY REVIEWS AND APPROVES THE 990. THEN THE PRESIDENT OF THE BOARD OF DIRECTORS 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 1,004,471. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,004,471. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 39,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,600. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 12,633. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,633. THERAPIST CONSULTANTS: PROGRAM SERVICE EXPENSES 656,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 656,915. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 123,966. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,966. LAB FEES: PROGRAM SERVICE EXPENSES 4,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,503. AMBULANCE: PROGRAM SERVICE EXPENSES 18. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18. RADIOLOGY: PROGRAM SERVICE EXPENSES 3,519. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,519. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,383. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,383. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 2,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,640. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 70,925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,925. 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 DIOCESAN FACILITIES SELF-INSURANCE GROUP 55 WALKERS BROOK DRIVE SUITE 402 READING MA 01867 043212416 SELF-INSURED INSURANCE GROUP MA 501(C)(3) 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 CATHOLIC MEMORIAL HOME INC L 110898 COST OF SERVICES PROVIDED MARIAN MANOR INC L 42195 COST OF SERVICES PROVIDED OUR LADY'S HAVEN INC L 43328 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC M 35308 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC R 606000 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC O 146206 COST OF SERVICES PROVIDED MARIAN MANOR INC O 42195 COST OF SERVICES PROVIDED OUR LADY'S HAVEN INC O 43328 COST OF SERVICES PROVIDED ROMAN CATHOLIC BISHOP OF FALL RIVER M 234356 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 623135 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 417236 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 33464 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER R 372586 PRINC AND INT PAID ON LOAN MARIAN MANOR INC P 21170 ACTUAL AMOUNT PAID MADONNA MANOR INC P 192 ACTUAL AMOUNT PAID OUR LADY'S HAVEN INC P 34477 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE P 64035 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC Q 20293 ACTUAL AMOUNT RECEIVED MADONNA MANOR INC Q 12719 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC P 646995 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE Q 54136 ACTUAL AMOUNT RECEIVED DIOCESAN FACILITIES SELF-INSURANCE GROUP F 51633 ACTUAL AMOUNT RECEIVED MARIAN MANOR INC Q 16679 ACTUAL AMOUNT RECEIVED OUR LADY'S HAVEN INC Q 27440 ACTUAL AMOUNT RECEIVED