2025-11-03T14:54:16-06:00 2024-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2024-01-01 042140119 SACRED HEART HOME SACR 5089966751 359 SUMMER STREET NEW BEDFORD MA 02740 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 15780867 0 X WWW.DHFO.ORG X 1916 MA PROVIDES SKILLED NURSING & REHABILITATIVE CARE FOR THE FRAIL & ELDERLY. 8 2 223 4 0 0 75522 19390 14718324 14035051 167685 336278 299614 835072 15261145 15225791 0 0 0 0 8197536 8910527 0 0 0 6183086 5726910 14380622 14637437 880523 588354 13229000 14747926 2112514 2962841 11116486 11785085 TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 0 13461713 14035051 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRM FOR 42,854 PATIENT DAYS 13461713 1 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 223 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 2 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 NORTH MAIN STREET FALL RIVER MA 02720 X MOST REVEREND EDGAR M DA CUNHA M + PRESIDENT 1.00 0.00 X X 0 0 0 JOANNE ROQUE DIRECTOR 1.00 0.00 X 0 0 0 REVEREND JOHN J OLIVEIRA M + CLERK 1.00 0.00 X X 0 0 0 KEVIN KILEY M + TREASURER 1.00 0.00 X X 0 0 0 RICHARD SAUNDERS DIRECTOR 1.00 0.00 X 0 0 0 LAURA MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 WALTER SMITH DIRECTOR 1.00 0.00 X 0 0 0 REVEREND MONSIGNOR JOHN J OLIVEIRA M + DIRECTOR 1.00 0.00 X 0 0 0 JOANNE LONG UNTIL 112524 DIRECTOR 1.00 0.00 X 0 0 0 AUDREY D MELLO LPN CHARGE 40.00 0.00 X 133037 0 3997 JENNIFER M DAVIS ADMINISTRATOR 40.00 0.00 X 140214 0 4212 MARIA MELLO ADMISSIONS DIRECTOR 40.00 0.00 X 119858 0 19866 MARGARET FUREY RN CHARGE 40.00 0.00 X 116714 0 3506 MELANIE CAMARA RN CHARGE 40.00 0.00 X 111895 0 9304 621718 0 40885 6 0 0 0 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 15251 NURSING SERVICES 949865 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 703133 CHAFFEE INDUSTRIAL ROOFING CO 193 AMARAL STREET EAST PROVIDENCE RI 02915 BUILDING REPAIRS, MAINTENANCE & SUPPLIES 639229 CONNECT RN INC 203 CRESCENT ST SUITE 403 WALTHAM MA 02453 NURSING SERVICES 570638 DIOCESAN HEALTH FACILITIES 368 NORTH MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 417000 11 19390 19390 MEDICARE/MEDICAID 623000 7641437 7641437 PATIENT SERVICE REVENUE 623000 6393614 6393614 14035051 271752 271752 617857 504628 48703 113229 -48703 64526 64526 12047 1745 10302 10302 OTHER INCOME 900099 824770 824770 824770 15225791 14035051 0 1171350 X 7603128 7199380 403748 249786 236522 13264 493541 467332 26209 564072 534118 29954 417000 417000 8391 8391 57108 57108 54 54 13374 13374 2730249 2711482 18767 16042 16042 123747 123747 562248 538789 23459 18139 18139 8693 8693 297568 284396 13172 175196 166319 8877 SUPPLIES 527133 527133 FOOD 348692 348692 USER FEE 330189 330189 LICENSE FEES 70329 70329 22758 20200 2558 14637437 13461713 1175724 0 700 700 6579272 6091151 1391648 1237605 33437 39450 79976 77756 11063986 6944584 2335916 4119402 1194025 1400668 1614026 1781194 13229000 14747926 1746691 1577312 365823 1385529 2112514 2962841 X 11116486 11785085 11116486 11785085 13229000 14747926 588354 80245 0 X X 0 1 X 1 0 X 7236 4101 7092 75522 19390 113341 14569332 14004598 13328602 14718324 14035051 70655907 14576568 14008699 13335694 14793846 14054441 70769248 0 0 0 70769248 22598 22871 66354 154310 271752 537885 22598 22871 66354 154310 271752 537885 3808919 1086434 1470114 304935 836817 7507219 18408085 15118004 14872162 15253091 15163010 78814352 0.89790 0.90860 0.00680 0.00360 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 3,808,342. 2021 AMOUNT: $ 1,085,524. 2022 AMOUNT: $ 1,459,186. 2023 AMOUNT: $ 293,210. 2024 AMOUNT: $ 824,770. FUNDRAISER INCOME - 2020 AMOUNT: $ 577. 2021 AMOUNT: $ 910. 2022 AMOUNT: $ 10,928. 2023 AMOUNT: $ 11,725. 2024 AMOUNT: $ 12,047. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 54 54 0 PART II-B, LINE 1: A PORTION OF MEMBERSHIP DUES PAID TO STATE TRADE ASSOCIATION ORGANIZATION. 325087 325087 6915538 4970521 1945017 1695074 1132925 562149 2128287 841138 1287149 4119402 DUE FROM AFFILIATES 1781194 1781194 UNSECURED LOAN PAYABLE TO RELATED PARTY 1385529 1385529 X 15294407 80245 1745 81990 15212417 13374 13374 15225791 14625808 1745 1745 14624063 13374 13374 14637437 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 FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND MONSIGNOR JOHN J. OLIVEIRA, REVEREND JOHN J. OLIVEIRA, KEVIN KILEY, LAURA MITCHELL, 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 A, LINE 8B THERE WERE NO COMMITTEE MEETINGS WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY HELD DURING 2023. 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 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 1,784,748. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,784,748. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 39,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,600. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 10,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,831. THERAPIST CONSULTANTS: PROGRAM SERVICE EXPENSES 569,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 569,053. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 146,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,812. LAB FEES: PROGRAM SERVICE EXPENSES 19,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,119. AMBULANCE: PROGRAM SERVICE EXPENSES 16,547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,547. RADIOLOGY: PROGRAM SERVICE EXPENSES 3,317. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,317. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,767. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 47,321. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,321. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 74,134. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,134. 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 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 CATHOLIC MEMORIAL HOME INC L 86203 COST OF SERVICES PROVIDED MARIAN MANOR INC L 38868 COST OF SERVICES PROVIDED OUR LADY'S HAVEN OF FAIRHAVEN INC L 133728 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC M 6126 COST OF SERVICES PURCHASED CATHOLIC MEMORIAL HOME INC O 92330 COST OF SERVICES PROVIDED/PURCHAS MARIAN MANOR INC O 52789 COST OF SERVICES PROVIDED/PURCHAS OUR LADY'S HAVEN OF FAIRHAVEN INC O 133728 COST OF SERVICES PROVIDED ROMAN CATHOLIC BISHOP OF FALL RIVER M 621903 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 249786 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 7380 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 417000 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER R 42939 PRINC AND INT PAID ON LOAN MARIAN MANOR INC P 24948 ACTUAL AMOUNT PAID MADONNA MANOR INC Q 110 ACTUAL AMOUNT RECEIVED OUR LADY'S HAVEN OF FAIRHAVEN INC P 132191 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE P 25578 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC Q 28809 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC P 23111 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE Q 10290 ACTUAL AMOUNT RECEIVED DIOCESAN HEALTH FACILITIES OFFICE O 7380 COST OF SERVICES PURCHASED MARIAN MANOR INC M 13920 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER E 1053952 ACTUAL AMOUNT LOANED