2019-11-14T14:51:30-06:00 2018-12-31 222428965 CITRIN COOPERMAN & COMPANY LLP 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2018-01-01 050457342 THE SAINT ELIZABETH COMMUNITY SAIN 4017737400 2364 POST ROAD SUITE 100 WARWICK RI 02886 STEVEN J HOROWITZ PRESIDENT 4017737400 2019-11-14 1 PAMELA SAWIN P00852182 4014214800 2019-11-14 68.15.50.214 2019-11-14 08:13:55 ES P 2D73638E485762080CD6372097A84C5E4D65F034 31F44CC31F8432BF61BDB1720C0672046ADBC33D 2018 2020-04-17 16:48:07Z STEVEN J HOROWITZ 2364 POST ROAD SUITE 100 WARWICK RI 02886 5218490 0 X WWW.STELIZABETHCOMMUNITY.ORG X 1991 RI SUPPORTING AND MAKING DISTRIBUTIONS FROM ITS ASSETS TO RELATED ORGANIZATIONS TO FURTHER SUPPORT THEIR CHARITABLE PURPOSES OF PROVIDING NURSING, REHABILITATION, HOUSING, ASSISTED LIVING AND HOME CARE SERVICES. 19 19 0 0 0 0 7356416 477035 109597 116396 658797 2085578 127390 138176 8252200 2817185 2315755 2207462 0 0 88713 0 0 0 47310 475693 710050 2880161 2917512 5372039 -100327 29710298 26356657 679108 800525 29031190 25556132 SUPPORTING AND MAKING CONTRIBUTIONS TO ITS RELATED 501(C)(3) ORGANIZATIONS FROM ITS ASSETS. 0 0 2207462 2207462 116396 FOR THE CHARITABLE PURPOSE OF SUPPORTING, BENEFITING, AND MAKING DISTRIBUTIONS TO ITS RELATED ORGANIZATIONS. 2207462 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARK LOISELLE 4017737417 2364 POST RD WARWICK RI 02886 E PAUL LARRAT PH D RPH TRUSTEE 2.00 9.50 X 0 0 0 JEFFREY W KASLE TRUSTEE 2.00 9.50 X 0 0 0 JUDY W VIGAR TRUSTEE 2.00 9.50 X 0 0 0 KELLY E CUMMINGS TRUSTEE THROUGH MAY 2018 2.00 9.50 X 0 0 0 KRISTEN L DISANTO TRUSTEE 2.00 9.50 X 0 0 0 LISA HOLLEY TRUSTEE 2.00 9.50 X 0 0 0 PATRICIA WEGRZYN MCGREEN TRUSTEE 2.00 9.50 X 0 0 0 PETER HOLLMANN MD TRUSTEE 2.00 9.50 X 0 0 0 RICHARD CRELLIN TRUSTEE 2.00 9.50 X 0 0 0 ROBERT H PEASE JR TRUSTEE 2.00 9.50 X 0 0 0 ROBIN DZIUBA TRUSTEE 2.00 9.50 X 0 0 0 RT REV W NICHOLAS KNISELY TRUSTEE 2.00 9.50 X 0 0 0 STEPHEN TINGLE TRUSTEE 2.00 9.50 X 0 0 0 TIMOTHY MURRAY TRUSTEE 2.00 9.50 X 0 0 0 WAYNE D PELLAND TRUSTEE 2.00 9.50 X 0 0 0 STEVEN W TILLEY SECRETARY THROUGH MAY 2018 AND TRUSTEE FROM JUNE 2 2.00 9.50 X X 0 0 0 PHILIP C SLOCUM CHAIR 2.00 9.50 X X 0 0 0 CRAIG W CARPENTER VICE CHAIR 2.00 9.50 X X 0 0 0 CLAIRE C FLAHERTY TREASURER 2.00 9.50 X X 0 0 0 STEVEN H KITCHIN SECRETARY 2.00 9.50 X X 0 0 0 STEVEN J HOROWITZ PRESIDENT 10.00 30.00 X 0 281007 21104 MARK LOISELLE CHIEF FINANCIAL OFFICER 4.00 36.00 X 0 146552 6616 MATT TRIMBLE CHIEF OPERATING OFFICER 0.00 40.00 X 0 164965 19719 CHRISTINE MCGUIRE DIRECTOR OF FINANCE 0.00 40.00 X 0 112890 5294 ROBERTA MERKLE VP-STRATEGIC INITIATIVES 0.00 40.00 X 0 129550 11420 TOM RADICAN FACILITIES ENGINEER 0.00 40.00 X 0 104680 12332 0 939644 76485 0 0 1 0 0 150000 85016 242019 477035 MANAGEMENT FEE 561000 116396 116396 116396 491250 491250 3911321 2316993 1594328 1594328 1594328 222488 84312 138176 138176 2817185 116396 0 2223754 2207462 2207462 90522 90522 32865 32865 60607 60607 76000 76000 10168 10168 25630 25630 451 451 3 3 21609 21609 17524 17524 GENERAL AND ADMINISTRAT 235479 235479 0 CARELINK 84201 84201 DEVELOPMENT EXPENSE 47310 47310 TRAINING & EDUCATION 7681 7681 2917512 2207462 662740 47310 5152696 110736 394760 696746 1381664 965374 11161 8221 374922 305952 83536 68970 16012734 17818045 6673747 6688565 29710298 26356657 679108 765680 0 34845 679108 800525 X 26272081 24164267 2725368 1358124 33741 33741 29031190 25556132 29710298 26356657 -100327 -3374731 0 X X 0 1 X 1 0 X X 7 SAINT ELIZABETH HOME 050258998 7 1 767131 0 SAINT ELIZABETH MANOR EAST BAY 050456800 10 1 1184138 0 SAINT ELIZABETH ASSISTED LIVING 050518113 7 1 200094 0 CORNERSTONE ADULT SERVICES 050429500 7 1 39532 0 SAINT ELIZABETH AT HOME CORP 474523236 7 1 6567 0 SAINT ELIZABETH TERRACE 264338544 7 1 5000 0 SAINT ELIZABETH PLACE 050392246 7 1 5000 0 7 2207462 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1310 1310 0 21356 21356 352256 304642 47614 68970 DUE FROM ST. ELIZABETH ASSISTED LIVING L.P. 5455618 INVESTMENT IN ST. ELIZABETH TERRACE 10000 DUE FROM CORNERSTONE ADULT SERVICES, INC 674 DUE FROM SAINT ELIZABETH DEVELOPMENT CORP. 288 DUE FROM SAINT ELIZABETH MANOR 557854 INVESTMENT IN SAINT ELIZABETH AT HOME CORP. 325000 DUE FROM ST. ELIZABETH TERRACE 123 DUE FROM SAINT ELIZABETH AT HOME CORP. 75331 BENEFICIAL INTEREST 237983 GRANTS RECEIVABLE 25694 6688565 DUE TO SAINT ELIZABETH PLACE 9419 DUE TO SAINT ELIZABETH HOME 25426 34845 X 2756578 0 2756578 60607 60607 2817185 6231636 3374731 3374731 2856905 60607 60607 2917512 PART X, LINE 2: COMMUNITY QUALIFIES AS A TAX-EXEPMT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY, COMMUNITY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. COMMUNITY APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE COMMUNITY'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. COMMUNITY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON SALE OF INVESTMENTS 3,374,731. ROSEBIDS AUCTION 152528 152528 4000 3678 18778 500 20283 GOLF TOURNAMENT 69960 69960 9521 17193 8958 1401 222488 222488 13521 20871 27736 500 21684 84312 138176 1 SAINT ELIZABETH HOME EAST GREENWICH ONE SAINT ELIZABETH WAY EAST GREENWICH RI 02818 050258998 501(C)(3) 767131 BOOK N/A SUPPORT OF OPERATIONS SAINT ELIZABETH MANOR EAST BAY ONE DAWN HILL BRISTOL RI 02809 050456800 501(C)(3) 1184138 BOOK N/A SUPPORT OF OPERATIONSSUPPORT OF OPERATIONS SAINT ELIZABETH AT HOME CORP 2364 POST ROAD SUITE 100 WARWICK RI 02886 474523236 501(C)(3) 6567 BOOK N/A SUPPORT OF OPERATIONS CORNERSTONE ADULT SERVICES INC 140 WARWICK NECK AVENUE WARWICK RI 02889 050429500 501(C)(3) 39532 BOOK N/A SUPPORT OF OPERATIONS SAINT ELIZABETH ASSISTED LIVING LP 109 MELROSE STEET PROVIDENCE RI 02907 050518113 N/A 200094 BOOK N/A SUPPORT OF OPERATIONS SAINT ELIZABETH TERRACE 150 WARWICK NECK AVENUE WARWICK RI 02886 264338544 501(C)(3) 5000 BOOK N/A SUPPORT OF OPERATIONS SAINT ELIZABETH PLACE 700 WESTMINSTER STREET PROVIDENCE RI 02903 050392246 501(C)(3) 5000 BOOK N/A SUPPORT OF OPERATIONS PART I, LINE 2: THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE PURPOSE OF SUPPORTING, BENEFITING AND MAKING DISTRIBUTIONS TO RELATED ORGANIZATIONS WHICH ARE INVOLVED IN NURSING FACILITIES, ELDERLY HOUSING, LOW INCOME HOUSING AND HOME CARE. 0 0 0 0 0 0 0 0 0 STEVEN J HOROWITZ PRESIDENT 0 281007 0 0 0 0 0 8431 0 12673 0 302111 0 0 MARK LOISELLE CHIEF FINANCIAL OFFICER 0 146552 0 0 0 0 0 4396 0 2220 0 153168 0 0 MATT TRIMBLE CHIEF OPERATING OFFICER 0 164965 0 0 0 0 0 4949 0 14770 0 184684 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NON-STOCK NOT-FOR-PROFIT CORPORATION WITH MEMBERS WHO HAVE THE RIGHTS TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A COMMUNITY ESTABLISHES THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED THE FORM 990 PRIOR TO FILING AND RECOMMENDED TO THE BOARD TO ACCEPT FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. SIGNED STATEMENTS ARE RETAINED BY THE ORGANIZATION'S CEO AND ARE REVIEWED ANNUALLY BY BOTH THE ORGANIZATION'S BOARD OF TRUSTEES AND CEO. FORM 990, PART VI, SECTION B, LINE 15A A SALARY SURVEY WAS COMPLETED FOR THE LEADERSHIP STAFF OF THE SAINT ELIZABETH COMMUNITY (RELATED ORGANIZATION). RESULTS OF THE SURVEY ARE USED BY THE ORGANIZATION AND COMPARED AGAINST INDUSTRY STATISTICS AND INFLATION RATES IN DETERMINING APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S LOCATION - 2364 POST ROAD, SUITE 100 WARWICK, RI 02886. FORM 990, PART XII, LINE 2(C): THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SAINT ELIZABETH HOME EAST GREENWICH 2364 POST ROAD WARWICK RI 02886 050258998 OPERATES NURSING HOME RI 501(C)(3) 7 N/A 0 SAINT ELIZABETH MANOR EAST BAY ONE DAWN HILL BRISTOL RI 02809 050456800 OPERATES NURSING HOME RI 501(C)(3) 9 N/A 0 SAINT ELIZABETH PLACE WESTMINSTER STREET PROVIDENCE RI 02903 050392246 OPERATES APARTMENT COMPLEX FOR ELDERLY RI 501(C)(3) 7 N/A 0 SAINT ELIZABETH DEVELOPMENT CORPORATION 2364 POST ROAD EAST GREENWICH RI 02886 050506057 RENTS LAND TO NURSING FACILITIES RI 501(C)(2) 7 N/A 0 SAINT ELIZABETH TERRACE - WARWICK 150 WARWICK NECK AVENUE WARWICK RI 02889 264338544 ELDERLY HOUSING FACILITIES AND SERVICES RI 501(C)(3) 7 N/A 0 SAINT ELIZABETH COMMUNITY WORKERS' COMPENSATION TRUST ONE SAINT ELIZABETH WAY EAST GREENWICH RI 02818 050462175 SELF INSURED WORKERS' COMPENSATION TRUST RI 501(C)(3) 11A N/A 0 CORNERSTONE ADULT SERVICES INC 140 WARWICK NECK AVENUE WARWICK RI 02889 050429500 LOW-COST ADULT DAYCARE SERVICES RI 501(C)(3) 7 N/A 0 SAINT ELIZABETH AT HOME CORP 2364 POST ROAD WARWICK RI 02886 474523236 HOME CARE RI 501(C)(3) 7 N/A 0 SAINT ELIZABETH ASSISTED LIVING LP 109 MELROSE STREET PROVIDENCE RI 02907 050518113 OPERATES ASSISTED LIVING FACILITY RI N/A SEAL MELROSE INC 2364 POST ROAD WARWICK RI 02886 050518115 REAL ESTATE DEVELOPER RI N/A C 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 SAINT ELIZABETH COURT B 200094 ACTUAL AMOUNT SAINT ELIZABETH HOME EAST GREENWICH B 767131 ACTUAL AMOUNT SAINT ELIZABETH MANOR EAST BAY B 1184138 ACTUAL AMOUNT SAINT ELIZABETH HOME S 150000 ACTUAL AMOUNT SAINT ELIZABETH COURT L 116396 ACTUAL AMOUNT