2025-11-03T14:54:16-06:00 2024-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2024-01-01 042277710 MARIAN MANOR INC MARI 5086798154 33 SUMMER STREET TAUNTON MA 02780 JOANNE ROQUE DIRECTOR 5086751311 2025-10-31 1 0 MARIA BUNKER P00652618 7812373339 2025-10-31 2024 2025-03-06 01:10:19Z EDGAR M DA CUNHA 47 UNDERWOOD STREET FALL RIVER MA 02720 8429145 0 X WWW.DHFO.ORG X 1963 MA PROVIDES SKILLED NURSING AND REHABILITATIVE CARE FOR THE FRAIL AND ELDERLY. 9 3 126 2 0 0 35622 200 7954496 8280934 358 -3127 112560 145693 8103036 8423700 0 0 0 0 4360285 4357406 0 0 0 4654771 4728087 9015056 9085493 -912020 -661793 1840397 1606317 4296344 4724057 -2455947 -3117740 TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 0 8304217 8280934 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRMED FOR 24,137 PATIENT DAYS. 8304217 1 0 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 126 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 0 0 0 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 1.00 0.00 X X 0 0 0 TIMOTHY REIS M + SECRETARY 1.00 0.00 X X 0 0 0 JOANNE ROQUE DIRECTOR 1.00 0.00 X 0 0 0 KEVIN KILEY M + TREASURER 1.00 0.00 X X 0 0 0 GREGORY A MATHIAS M + VICE PRESIDENT 1.00 0.00 X 0 0 0 LAURA MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 JOAN MCEVOY DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA O'BRIEN DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA OLICAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID A PIGNATO UNTIL 103124 M + SECRETARY 1.00 0.00 X X 0 0 0 JO-ANN MELCHERT ADMINISTRATOR 40.00 0.00 X 137529 0 36236 137529 0 36236 1 0 1 0 INTELYCARE INC 1250 HANCOCK STREET 501N QUINCY MA 02169 NURSING SERVICES 936363 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 586377 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 LAUNDRY/HOUSEKEEPING SERVICES 324468 CONNECT RNINC 203 CRESCENT STREET SUITE 403 WALTHAM MA 02453 NURSING SERVICES 235670 DIOCESAN HEALTH FACILITIES OFFICE 368 N MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 206617 7 200 200 MEDICARE/MEDICAID 623000 5757116 5757116 ROOM AND BOARD 623000 2523818 2523818 8280934 573 573 3700 -3700 -3700 -3700 11072 1745 9327 9327 OTHER REVENUE 900099 136366 136366 136366 8423700 8280934 0 142566 X 3644362 3338745 305617 138794 127155 11639 303014 277603 25411 271236 248490 22746 225400 225400 2933 2933 20660 20660 62 62 2670706 2660545 10161 15031 15031 91952 91952 317591 285047 32544 4568 4568 12341 12341 110502 100533 9969 74286 68335 5951 USER FEE 619294 619294 SUPPLIES 302429 302429 FOOD 204305 204305 LICENSE FEES 43739 43739 12288 11088 1200 9085493 8304217 781276 0 839 37233 22723 876969 761102 22474 22998 42136 42744 4752174 3995424 860746 756750 1840397 1606317 1416164 1398088 2880180 3325969 4296344 4724057 X -2455947 -3117740 -2455947 -3117740 1840397 1606317 -661793 0 X X 0 1 X 1 0 X 4767 9172 6915 35622 200 56676 9151324 6939596 6255656 7954496 8280934 38582006 9156091 6948768 6262571 7990118 8281134 38638682 0 0 0 38638682 2406 878 485 358 573 4700 2406 878 485 358 573 4700 1829702 537640 608082 117881 147438 3240743 10988199 7487286 6871138 8108357 8429145 41884125 0.92250 0.92430 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,829,702. 2021 AMOUNT: $ 537,640. 2022 AMOUNT: $ 598,051. 2023 AMOUNT: $ 107,052. 2024 AMOUNT: $ 136,366. FUNDRAISING INCOME - 2022 AMOUNT: $ 10,031. 2023 AMOUNT: $ 10,829. 2024 AMOUNT: $ 11,072. 0 0 0 0 0 0 0 0 1 62 62 0 PART II-B, LINE 1: A PORTION OF MEMBERSHIP DUES PAID TO STATE TRADE ASSOCIATION ORGANIZATION. 37751 37751 3358911 2810074 548837 1304640 1136368 168272 50872 48982 1890 756750 DUE TO AFFILIATES 2729537 UNSECURED LOAN PAYABLE TO RELATED PARTY 489694 BANK OVERDRAFT 106738 3325969 X 8425445 1745 1745 8423700 0 8423700 9087238 1745 1745 9085493 0 9085493 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 (2021-2023) OR EXPECTED TO BE TAKEN IN THE HOME'S 2024 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES X X 0 0 0 0 0 0 0 0 0 JO-ANN MELCHERT ADMINISTRATOR 137529 0 0 0 0 0 0 0 36236 0 173765 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND DAVID A. PIGNATO, VERY REVEREND GREGORY A. MATHIAS, VERY REVEREND TIMOTHY REIS, LAURA MITCHELL, JOANNE ROQUE 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 8B THERE WERE NO COMMITTEE MEETINGS WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY HELD DURING 2024. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE MANAGEMENT COMPANY REVIEWS AND APPROVES THE 990. THEN THE CEO OF THE MANAGEMENT COMPANY 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 10,161. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,161. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,800,466. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,800,466. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 18,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,700. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 5,956. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,956. THERAPISTS: PROGRAM SERVICE EXPENSES 462,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 462,001. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 126,027. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,027. LAB FEES: PROGRAM SERVICE EXPENSES 7,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,886. AMBULANCE: PROGRAM SERVICE EXPENSES 9,406. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,406. RADIOLOGY: PROGRAM SERVICE EXPENSES 966. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 966. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 22,815. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,815. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 198,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,672. PASTORAL CARE: PROGRAM SERVICE EXPENSES 7,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,650. PART IX, 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 52789 COST OF SERVICES PURCHASED/PROV CATHOLIC MEMORIAL HOME INC O 9791 COST OF SERVICES PURCHASED/PROV CATHOLIC MEMORIAL HOME INC M 2716 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 225400 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 138794 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC P 224206 ACTUAL AMOUNT PAID SACRED HEART HOME INC P 7757 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE P 11371 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER M 365690 COST OF SERVICES PURCHASED SACRED HEART HOME INC M 38868 COST OF SERVICES PURCHASED MADONNA MANOR INC Q 17114 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC Q 457144 ACTUAL AMOUNT RECEIVED OUR LADY'S HAVEN OF FAIRHAVEN INC Q 5464 ACTUAL AMOUNT RECEIVED SACRED HEART HOME INC Q 6021 ACTUAL AMOUNT RECEIVED DIOCESAN HEALTH FACILITIES OFFICE Q 10095 ACTUAL AMOUNT RECEIVED OUR LADY'S HAVEN OF FAIRHAVEN INC P 3607 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER R 31265 PRINCIPAL AND INTEREST PAYMENTS MADONNA MANOR INC P 16089 ACTUAL AMOUNT PAID OUR LADY'S HAVEN OF FAIRHAVEN INC O 878 COST OF SERVICES PURCHASED/PROV MADONNA MANOR INC M 97814 COST OF SERVICES PURCHASED MADONNA MANOR INC O 132912 COST OF SERVICES PROVIDED/PURCHAS DIOCESAN HEALTH FACILITIES OFFICE O 9589 COST OF SERVICES PURCHASED MADONNA MANOR INC L 35098 COST OF SERVICES PROVIDED DIOCESAN HEALTH FACILITIES OFFICE M 9589 COST OF SERVICES PURCHASED OUR LADY'S HAVEN OF FAIRHAVEN INC M 849 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC E 435000 ACTUAL AMOUNT OF LOAN CATHOLIC MEMORIAL HOME INC R 205000 REPAYMENT OF LOAN AMOUNT CATHOLIC MEMORIAL HOME INC L 7075 COST OF SERVICES PROVIDED SACRED HEART HOME INC L 13920 COST OF SERVICES PROVIDED OUR LADY'S HAVEN OF FAIRHAVEN INC L 29 COST OF SERVICES PROVIDED