2025-11-14T10:21:09-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 042648872 ELIZABETH SETON RESIDENCE INC ELIZ 7819971100 125 OAKLAND STREET WELLESLEY HILLS MA 02481 ROBERTA KERINS SC CHAIRPERSON 7819971100 2025-11-12 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-11 2024 2025-03-06 01:10:19Z ROBERTA KERINS SC 125 OAKLAND STREET WELLESLEY HILLS MA 02481 16170849 0 X WWW.ELIZABETHSETON.ORG X 1981 MA PROVIDING CARE TO ELDERLY RESIDENTS. 14 14 154 14 0 0 1927471 2203084 12738055 13955893 123 157 -10075 -16713 14655574 16142421 0 0 0 0 10156912 10667658 0 0 180044 4645922 4848642 14802834 15516300 -147260 626121 5502980 6601248 1974662 2446809 3528318 4154439 X OUR MISSION AT ELIZABETH SETON RESIDENCE CALLS US TO PROVIDE COMPASSIONATE, CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED. WE ARE AN 84-BED SKILLED NURSING AND REHABILITATION FACILITY, PROVIDING CARE TO THE ELDERLY. THE SPIRIT OF SAINT ELIZABETH ANN SETON INSPIRES ALL ASPECTS OF LIFE AT THE ELIZABETH SETON RESIDENCE. THE ORGANIZATION'S GOAL IS TO REFLECT MOTHER SETON'S MISSION IN THE EVERYDAY CARE OF OUR RESIDENTS AND INTERACTIONS AMONG STAFF MEMBERS. ELIZABETH SETON RESIDENCE ENDEAVORS TO MEET THE PHYSICAL, PSYCHOLOGICAL, EMOTIONAL, CULTURAL AND SPIRITUAL NEEDS OF OUR RESIDENTS. 0 0 13747900 13967608 THE ELIZABETH SETON RESIDENCE IS AN 84-BED NOT FOR PROFIT CATHOLIC SKILLED NURSING AND REHABILITATION FACILITY LOCATED IN WELLESLEY HILLS, MASSACHUSETTS. IT WAS FIRST OPENED BY THE SISTERS OF CHARITY (HALIFAX) IN 1980 AND WAS RENOVATED IN 2010 TO SUPPORT PERSON-CENTERED CARE AND A MORE HOMELIKE ENVIRONMENT. ALL ARE WELCOME REGARDLESS OF RELIGION, RACE, ETHNIC BACKGROUND, GENDER OR NATIONAL ORIGIN.WE PROVIDE COMPASSIONATE LONG TERM CARE, PALLIATIVE CARE, HOSPICE AND RESPITE STAYS IN AN ENVIRONMENT THAT PROVIDES MEDICAL, SPIRITUAL, AND SOCIAL SUPPORT OF RESIDENTS AND THEIR FAMILIES. OUR DEDICATED 24 BED SHORT-TERM REHABILITATION UNIT PROVIDES EXCEPTIONAL THERAPY AND NURSING CARE TO THOSE REQUIRING SKILLED INTERVENTION PRIOR TO RETURNING HOME. AFTER AN ILLNESS OR SURGERY. THE RESIDENCE IS MEDICARE AND MEDICAID CERTIFIED AND WE ARE PROUD OF OUR CMS 5-STAR QUALITY RATING. WE WERE NAMED A TOP PERFORMING NURSING HOME BY US NEWS AND WORLD REPORT FOR THE PAST SIX YEARS AND CONSISTENTLY MEET OR EXCEED STATE AND NATIONAL QUALITY STANDARDS. 13747900 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 154 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER SANTERRE 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 ROBERTA KERINS SC CHAIRPERSON 1.00 1.00 X X 0 0 0 KATHLEEN NILLES VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 JANE W GILMORE SECRETARY 1.00 1.00 X X 0 0 0 KERRIE GROVER TREASURER 1.00 1.00 X X 0 0 0 LAUREN CRONIN DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW DEVINE DIRECTOR 1.00 1.00 X 0 0 0 ANTHONY MUNCHAK DIRECTOR 1.00 1.00 X 0 0 0 JUDITH PARK SC DIRECTOR 1.00 1.00 X 0 0 0 CARL ROSENFIELD DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER SINTROS DIRECTOR 1.00 1.00 X 0 0 0 CATHERINE STARE SC DIRECTOR 1.00 1.00 X 0 0 0 ERIC JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 JULIA PEYTON DIRECTOR 1.00 1.00 X 0 0 0 CATHERINE MCCAULEY JONES DIRECTOR 1.00 1.00 X 0 0 0 LORI FERRANTE ADMINSTRATOR 40.00 X 173725 0 41761 KAY MOULTON CHARGE NURSE 53.00 X 221498 0 37786 PIERRE GUERDA CHARGE NURSE 60.00 X 183264 0 32246 KELLY GOWDY CHARGE NURSE 51.00 X 173858 0 29912 GWENDOLYN SMITH CHARGE NURSE 50.00 X 154953 0 29937 MARISSA AKUT NURSE SUPERVISOR 40.00 X 144024 0 43427 1051322 0 215069 25 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 303682289 CONTRACT DINING SERVICES 1109255 NARDONE ELECTRICAL CORPORATION 160 OLYMPIA AVE WOBURN MA 01801 CONSTRUCTION SERVICES 194161 INTELYCARE INC PO BOX 787317 PHILADELPHIA PA 191787317 CONTRACT NURSING SERVICES 155966 3 38789 2050000 114295 2203084 NET PATIENT SERVICE REVENUE 623000 13955893 13955893 13955893 157 157 0 38789 28428 -28428 -28428 OTHER INCOME 900099 11715 11715 11715 16142421 13967608 0 -28271 215486 215486 8361750 8029562 186674 145514 246398 231793 10404 4201 1180024 1149368 9827 20829 664000 624643 28037 11320 400000 400000 15401 15401 48665 48665 4719 118 4601 39619 3816 35803 129912 12514 117398 149242 149242 1237 119 1118 13093 1261 11832 14423 14423 411404 411404 68883 68883 CONTRACT SERVICES 1758607 1758607 NURSING FACILITY USER F 599341 599341 BAD DEBT EXPENSE 252061 252061 NURSING SUPPLIES 238369 238369 703666 523320 182166 -1820 15516300 13747900 1588356 180044 378526 1216898 5170 11350 1123007 1410772 219108 183330 12822811 9048482 3772600 3774329 4569 4569 5502980 6601248 1229798 1609572 35586 95128 709278 742109 1974662 2446809 X 3458994 4087857 69324 66582 3528318 4154439 5502980 6601248 626121 0 X 0 1 X 1 0 X 1042144 2985973 2130730 1953991 2203084 10315922 1042144 2985973 2130730 1953991 2203084 10315922 10315922 6 123 157 286 21044 21098 33719 2201 11715 89777 10405985 59241445 0.99130 0.98960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1878 1878 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING. 1 2306 31136 31411 2031 0 9445914 7127049 2318865 2580517 1921433 659084 796380 796380 3774329 DUE TO RELATED PARTIES 581390 LONG-TERM DEBT DUE TO RELATED PARTY 156150 RESIDENT FUNDS 4569 742109 X 16181819 39398 39398 16142421 0 16142421 15544728 28428 28428 15516300 0 15516300 PART IV, LINE 1B: THE ORGANIZATION IS CUSTODIAN FOR PERSONAL NEEDS ACCOUNTS MAINTAINED FOR RESIDENTS OF THE SKILLED NURSING FACILITY. PART X, LINE 2: THE RESIDENCE IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 10,970. FUNDRAISING EXPENSES 28,428. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 28,428. CASINO NIGHT 38789 38789 8520 3575 16333 38789 38789 8520 3575 16333 28428 -28428 X X X 0 0 0 0 0 0 0 0 0 KAY MOULTON CHARGE NURSE 221498 0 0 0 0 0 9068 0 28718 0 259284 0 0 0 PIERRE GUERDA CHARGE NURSE 183264 0 0 0 0 0 7471 0 24775 0 215510 0 0 0 LORI FERRANTE ADMINSTRATOR 173725 0 0 0 0 0 7294 0 34467 0 215486 0 0 0 KELLY GOWDY CHARGE NURSE 173858 0 0 0 0 0 5326 0 24586 0 203770 0 0 0 MARISSA AKUT NURSE SUPERVISOR 144024 0 0 0 0 0 4600 0 38827 0 187451 0 0 0 GWENDOLYN SMITH CHARGE NURSE 154953 0 0 0 0 0 6397 0 23540 0 184890 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENTERED INTO A MANAGEMENT AGREEMENT WITH LEGACY LIFECARE MANAGEMENT EFFECTIVE JANUARY 1, 2021. THE SISTERS OF CHARITY, THE SUPPORTING ORGANIZATION, IS PAYING THE MANAGEMENT FEE ON BEHALF OF THE ORGANIZATION. LEGACY LIFECARE MANAGEMENT PROVIDES MANAGEMENT SERVICES WHICH INCLUDED THE FOLLOWING RESPONSIBILITIES: 1) KEY PERSONNEL MANAGEMENT 2) PERSONNEL OVERSIGHT 3) FINANCIAL RESPONSIBILITIES 4) MANAGEMENT REPORTS 5) REGULATORY COMPLIANCE 6) QUALITY ASSURANCE 7) PURCHASING AND CONTRACTING 8) BANK ACCOUNTS 9) POLICIES AND SYSTEMS 10) ADMISSIONS 11) RESIDENT SERVICES 12) MAINTENANCE AND REPAIR 13) BILLING AND COLLECTION 14) RECORDS FORM 990, PART VI, SECTION A, LINE 6 THE SISTERS OF CHARITY OF HALIFAX, NOVA SCOTIA, THE SUPPORTING ORGANIZATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF DIRECTORS. THE SISTERS OF CHARITY APPOINT THE DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS ARE SUBJECT TO APPROVAL BY THE SISTERS OF CHARITY OF HALIFAX, NOVA SCOTIA. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FEDERAL FORM 990, EITHER IN PAPER OR ELECTRONIC FORM AND INCLUDING ALL REQUIRED SCHEDULES, IS PROVIDED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO THE RETURNS BEING FILED WITH THE APPROPRIATE AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING OF THE CONFLICT OF INTEREST POLICY IS EXECUTED BY THE BOARD PRESIDENT. ANNUALLY, ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM, ASKING THEM TO ACKNOWLEDGE THEY HAVE RECEIVED, READ AND UNDERSTOOD THE POLICY; TO LIST THEIR EMPLOYMENT AND CONSULTING WORK, TO LIST ALL BOARDS AND COMMITTEES ON WHICH THEY SERVE AND ALL VOLUNTEER POSITIONS. THESE FORMS ARE REVIEWED ANNUALLY BY THE BOARD LEADERSHIP. AT A BOARD MEETING, WHEN A CONFLICT IS IDENTIFIED, THE BOARD MEMBER IN QUESTION IS ASKED TO LEAVE THE MEETING WHILE THE PARTICULAR ITEM IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE ADMINISTRATOR OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS. A REASONABLE SALARY INCREASE IS PROVIDED BY THE SISTERS OF CHARITY ANNUALLY FOR ALL EMPLOYEES BASED ON INFLATIONARY RATES. BONUSES ARE DISCRETIONARY BASED ON GOALS ACHIEVED DURING THE YEAR. A MAJORITY VOTE MUST BE OBTAINED TO APPROVE A SALARY AMOUNT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MARILLAC RESIDENCE INC 125 OAKLAND STREET WELLESELY MA 02481 043436894 PROVIDE RESIDENTIAL CARE TO MEMBERS OF THE CONGREGATION MA 501(C)(3) LINE 7 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) COPORATE MISSION INC 125 OAKLAND STREET WELLESELY MA 02481 042430557 RELIGIOUS COMMUNITY AND MISSION OF SISTERS OF CHARITY MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) SUPPORTING CORPORATION 125 OAKLAND STREET WELLESELY MA 02481 042103641 REALTY WHICH RENTS PROPERTY TO RELATED PARTIES MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY CENTRE 215 SETON ROAD HALIFAX NOVA SCOTIA CA B3M0C9 OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION CA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 0 0 1 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0