2021-11-10T10:09:08-06:00 2020-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2020-01-01 042277710 MARIAN MANOR INC MARI 5086798154 33 SUMMER STREET TAUNTON MA 02780 EDGAR M DA CUNHA PRESIDENT AND TREASURER 5086751311 2021-11-10 1 EDGAR DA CUNHA 999009999 MARIA BUNKER P00652618 7812373339 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z EDGAR M DA CUNHA 394 HIGHLAND AVENUE FALL RIVER MA 02720 12055075 0 X WWW.DHFO.ORG X 1963 MA PROVIDES SKILLED NURSING AND REHABILITATIVE CARE FOR THE FRAIL AND ELDERLY. 6 0 174 0 0 0 3390 1071643 9476393 9151324 704 2406 159916 1829702 9640403 12055075 0 0 0 0 6325101 6613522 0 0 0 4523543 4103422 10848644 10716944 -1208241 1338131 2660804 3656280 5469389 5126734 -2808585 -1470454 X TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 1 9598912 10604266 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRMED FOR 34,015 PATIENT DAYS. 270173 236740 TO PROVIDE ADULT DAY CARE SERVICES TO THE AGED AND INFIRMED FOR 2,892 PATIENT DAYS. 9869085 1 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 174 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 0 1 1 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 1 1 1 0 MA X LAURA MITCHELL 5086798154 368 N MAIN STREET FALL RIVER MA 02720 X EDGAR M DA CUNHA M + PRESIDENT & TREASURER 1.00 X X 0 0 0 JOHN M MURRAY M + SECRETARY 1.00 X X 0 0 0 TIMOTHY REIS M + DIRECTOR 1.00 X 0 0 0 WILLIAM M RODRIGUES M + DIRECTOR 1.00 X 0 0 0 KEVIN KILEY DIRECTOR 1.00 X 0 0 0 GREGORY A MATHIAS M + VICE PRESIDENT 1.00 X X 0 0 0 VICKY JOHNSON C.N.A. 40.00 0.00 X 101275 0 14060 101275 0 14060 1 0 0 0 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 700216 NORTON AND ASSOCIATES INC 34 ELM STREET COHASSET MA 02025 NURSING SERVICES 422556 DIOCESAN HEALTH FACILITIES 368 N MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 287748 INTELYCARE INC 1515 HANCOCK ST QUINCY MA 02169 NURSING SERVICES 206396 4 1066876 4767 1071643 MEDICARE/MEDICAID 623000 7128679 7128679 ROOM AND BOARD 623000 1785905 1785905 ADULT DAY CARE 623000 236740 236740 9151324 2406 2406 OTHER REVENUE 900099 1829702 1829702 1829702 12055075 9151324 0 1832108 X 5576361 5297680 278681 129380 123093 6287 444190 422434 21756 463591 440634 22957 240400 15000 225400 10390 10390 14464 14464 1640145 1626768 13377 13591 1140 12451 77233 77233 267527 167127 100400 30018 23461 6557 7252 7252 147710 101745 45965 101328 95072 6256 SUPPLIES 577953 577953 COVID-19 TESTING 295262 295262 FOOD 289216 289216 USER FEE 256168 256168 134765 129080 5685 10716944 9869085 847859 0 600 600 139195 1356921 1224719 1101161 32451 22344 50134 46587 5180826 4113387 1212740 1067439 965 482 0 60746 2660804 3656280 2323760 1436333 3145629 3690401 5469389 5126734 X -2808585 -1470454 -2808585 -1470454 2660804 3656280 1338131 0 X X 0 1 X 1 0 X 5067 5715 7128 3390 4767 26067 9888420 9770677 9336108 9476393 9151324 47622922 9893487 9776392 9343236 9479783 9156091 47648989 0 0 0 47648989 8766 9057 7017 704 2406 27950 8766 9057 7017 704 2406 27950 62683 69310 229798 164719 1829702 2356212 9964936 9854759 9580051 9645206 10988199 50033151 0.95230 0.98280 0.00060 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 45,542. 2017 AMOUNT: $ 53,706. 2018 AMOUNT: $ 210,063. 2019 AMOUNT: $ 147,125. 2020 AMOUNT: $ 1,829,702. FUNDRAISING INCOME - 2016 AMOUNT: $ 17,141. 2017 AMOUNT: $ 15,604. 2018 AMOUNT: $ 19,735. 2019 AMOUNT: $ 17,594. 2020 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26000 26000 3801887 3036138 765749 1302067 1029210 272857 50872 48039 2833 1067439 DUE TO AFFILIATES 3113732 UNSECURED LOAN PAYABLE TO RELATED PARTY 576669 3690401 X 12055075 0 12055075 0 12055075 10716944 0 10716944 0 10716944 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 (2017-2019) OR EXPECTED TO BE TAKEN IN THE HOME'S 2020 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, 2020 AND 2019. FORM 990, PART III, LINE 3 THE HOME WAS SIGNIFICANTLY IMPACTED BY THE COVID-19 PANDEMIC. AS A RESULT, SIGNIFICANT CHANGES WERE MADE IN ITS OPERATIONS AND IT REDUCED THE NUMBER OF BEDS IN SERVICE. FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND JOHN M. MURRAY, VERY REVEREND GREGORY A. MATHIAS, REVEREND TIMOTHY REIS, REVEREND WILLIAM M. RODRIGUES 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 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 8A THERE WERE NO BOARD MEETINGS HELD BY THE GOVERNING BODY DURING 2020. 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 2020. 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 UPON REQUEST FORM 990, PART IX, LINE 11G COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,377. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 882,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 882,935. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 20,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,400. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 5,522. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,522. THERAPISTS: PROGRAM SERVICE EXPENSES 514,484. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 514,484. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 54,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,715. LAB FEES: PROGRAM SERVICE EXPENSES 4,536. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,536. AMBULANCE: PROGRAM SERVICE EXPENSES 4,928. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,928. RADIOLOGY: PROGRAM SERVICE EXPENSES 8,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,775. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 27,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,377. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 102,642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,642. INFECTION CONTROL CONSULTANT: PROGRAM SERVICE EXPENSES 454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 454. 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 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 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 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 SACRED HEART HOME INC O 54343 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC O 2018 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC M 1431 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 240400 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 50087 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 129380 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC P 23538 ACTUAL AMOUNT PAID SACRED HEART HOME INC P 33223 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE P 15600 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER M 439317 COST OF SERVICES PURCHASED OUR LADY'S HAVEN L 1710 COST OF SERVICES PROVIDED SACRED HEART HOME INC M 54343 COST OF SERVICES PURCHASED MADONNA MANOR INC Q 6561 ACTUAL AMOUNT RECEIVED ROMAN CATHOLIC BISHOP OF FALL RIVER E 583711 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC Q 270241 ACTUAL AMOUNT RECEIVED OUR LADY'S HAVEN Q 5986 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC E 245000 ACTUAL AMOUNT LOANED SACRED HEART HOME INC Q 36378 ACTUAL AMOUNT RECEIVED DIOCESAN HEALTH FACILITIES OFFICE Q 23310 ACTUAL AMOUNT RECEIVED OUR LADY'S HAVEN P 3634 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER R 14294 PRINCIPAL AND INTEREST PAYMENTS MADONNA MANOR INC P 4723 ACTUAL AMOUNT PAID OUR LADY'S HAVEN O 1710 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC L 587 COST OF SERVICES PROVIDED ROMAN CATHOLIC BISHOP OF FALL RIVER P 2488 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER Q 2488 ACTUAL AMOUNT RECEIVED