2025-11-04T12:33:02-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 042106393 CATHOLIC MEMORIAL HOME INC CATH 5086798154 2446 HIGHLAND AVENUE FALL RIVER MA 02720 JOANNE ROQUE CEO 5086798154 2025-11-03 1 0 KATARZYNA O PADZIK P02268641 7819821001 2025-11-03 2024 2025-03-06 01:10:19Z JOANNE ROQUE 2446 HIGHLAND AVENUE FALL RIVER MA 02720 26303380 0 X WWW.DHFO.ORG X 1936 MA PROVIDES SKILLED NURSING AND REHABILITATIVE CARE FOR THE FRAIL AND THE ELDERLY. 9 9 382 9 0 0 2945643 402576 25880856 25085727 414302 728884 68284 66910 29309085 26284097 0 0 0 0 15003868 15665407 0 0 0 8839833 8938724 23843701 24604131 5465384 1679966 27015477 29257835 3908445 3991668 23107032 25266167 X THE PURPOSE OF THE CORPORATION SHALL BE TO MAINTAIN AND OPERATE A NONPROFIT NURSING AND REHABILITATION CENTER FOR AGED AND INFIRMED PEOPLE, WITHOUT REGARD TO RACE, COLOR, CREED, OR NATIONAL ORIGIN. CONTINUED ON SCHEDULE OSUCH PROGRAMS SHALL BE CARRIED OUT IN COMPLIANCE WITH THE SOCIAL TEACHING OF THE ROMAN CATHOLIC CHURCH AS INTERPRETED, FROM TIME TO TIME, BY THE BISHOP OF THE DIOCESE OF FALL RIVER. 0 0 22911900 0 25143310 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRM FOR 77,617 PATIENT DAYS. 22911900 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 382 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 1 1 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X JOANNE ROQUE CEO 7743229811 368 NORTH MAIN STREET FALL RIVER MA 02720 X EDGAR M DA CUNHA M + PRESIDENT 1.00 4.00 X X 0 0 0 DAVID C FREDERICI M + CLERK 1.00 0.00 X X 0 0 0 KEVIN KILEY M + TREASURER 1.00 4.00 X X 0 0 0 JOANNE ROQUE CEO AND DIRECTOR 1.00 4.00 X X 0 0 0 LAURA MITCHELL CFO AND DIRECTOR 1.00 4.00 X X 0 0 0 JAY T MADDOCK M + DIRECTOR 1.00 0.00 X 0 0 0 RICHARD LAFRANCE DIRECTOR 1.00 0.00 X 0 0 0 CARL TABER DIRECTOR 1.00 0.00 X 0 0 0 BRIAN PONTILILO DIRECTOR 1.00 0.00 X 0 0 0 KARA E CREHAN NURSE MANAGER, RN 40.00 0.00 X 153779 0 16018 LISA CADIME ADMINISTRATOR 40.00 0.00 X 137194 0 36184 CRYSTAL BENEVIDES NURSE MANAGER, RN 40.00 0.00 X 135057 0 4030 MICHELLE PEREIRA LPN CHARGE 40.00 0.00 X 124158 0 35832 JESSICA COSTA NURSE MANAGER, RN 40.00 0.00 X 113765 0 14938 663953 0 107002 5 0 1 0 INTELYCARE INC 1250 HANCOCK ST 501N QUINCY MA 02169 NURSING SERVICES 1320051 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 1042589 BENTOB HEALTHCARE SOLUTIONS LLC 697 DAVOL STREET FALL RIVER MA 02720 NURSING SERVICES 759093 CONNECTRN INC 203 CRESCENT ST SUITE 403 WALTHAM MA 02453 NURSING SERVICES 708066 OFFICE OF DIOCESAN HEALTH FACILITIES 368 NORTH MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 580000 10 393306 9270 402576 RESIDENT SERVICE REVENUE 623000 25085727 25085727 25085727 746422 746422 17538 -17538 -17538 -17538 11072 1745 9327 9327 OTHER REVENUE 900099 57583 57583 57583 26284097 25143310 0 738211 X 12873544 12346267 527277 466740 447623 19117 1369882 1313774 56108 955241 916116 39125 580000 580000 6368 6368 62712 62712 70 70 4610671 4575585 35086 15230 11993 3237 27439 27439 651831 570352 81479 4118 1148 2970 23865 23865 297097 297097 14605 14605 SUPPLIES AND EXPENSES 1160112 998315 161797 FOOD 625424 625424 USER FEE 600931 600931 LICENSES & DUES 88615 88615 169636 115726 53910 24604131 22911900 1692231 0 1500 1500 11789344 11723661 3060290 3145682 36909 35565 107715 123839 14184566 10661015 2568361 3523551 9451358 10704037 27015477 29257835 2409966 2603883 195519 164845 1302960 1222940 3908445 3991668 X 16366539 17991727 6740493 7274440 23107032 25266167 27015477 29257835 1679966 479169 0 X 0 1 X 1 0 X 480862 108751 2771145 2945643 402576 6708977 24109186 21912719 22483044 25880856 25096799 119482604 24590048 22021470 25254189 28826499 25499375 126191581 0 0 0 126191581 18216 10578 242334 392628 746422 1410178 18216 10578 242334 392628 746422 1410178 4423335 842572 248382 73605 57583 5645477 29031599 22874620 25744905 29292732 26303380 133247236 0.94700 0.95110 0.01060 0.00510 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,423,335. 2021 AMOUNT: $ 842,572. 2022 AMOUNT: $ 218,772. 2023 AMOUNT: $ 62,776. 2024 AMOUNT: $ 57,583. FUNDRAISING - 2022 AMOUNT: $ 29,610. 2023 AMOUNT: $ 10,829. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 70 70 0 PART II-B, LINE 1: DURING 2024, THE ORGANIZATION PAID MEMBERSHIP DUES TO CATHOLIC HEALTH ASSOCIATION OF THE UNITED STATES, OF WHICH $70 WAS THE PORTION RELATED TO LOBBYING. 6725793 533947 7259740 3150968 2761976 812849 6725793 2821280 1169976 -840288 3150968 2595484 225796 2821280 2323084 272400 2595484 0.00000 1.00000 0.00000 1 0 713404 713404 10314213 8470009 1844204 2407579 2014924 392655 749370 176082 573288 3523551 BENEFICIAL INTEREST IN PERPETUAL TRUST 7261425 DUE FROM AFFILIATES 3442612 10704037 UNSECURED LOAN PAYABLE TO RELATED PARTY 931703 DUE TO THIRD-PARTY PAYOR AND RESIDENTS 219785 CUSTODIAL FUNDS 71452 1222940 X 26763266 479169 479169 26284097 0 26284097 24604131 0 24604131 0 24604131 PART X, LINE 2: THE HOME IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE CORPORATE INCOME TAXES ON RELATED INCOME. THE HOME FOLLOWS THE PROVISIONS OF THE INCOME TAX ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAVE NO MATERIAL IMPACT ON THE HOME'S FINANCIAL STATEMENTS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES IN ACCORDANCE WITH PRESCRIBED STATUTES. THE HOME HAS NOT BEEN EXAMINED FOR ANY OPEN YEARS. PART V, LINE 4: THE HOME'S ENDOWMENT FUNDS ARE THE ESTIMATED FAIR VALUE OF ITS BENEFICIAL INTEREST IN PERPETUAL TRUSTS. THE INCOME DERIVED FROM THE INVESTMENT IN THE PERPETUAL TRUSTS WILL BE USED TO SUPPORT THE OPERATIONS OF THE NURSING HOME. 0 0 0 0 0 0 0 0 0 LISA CADIME ADMINISTRATOR 137194 0 0 0 0 0 0 0 36184 0 173378 0 0 0 KARA E CREHAN NURSE MANAGER, RN 153779 0 0 0 0 0 0 0 16018 0 169797 0 0 0 MICHELLE PEREIRA LPN CHARGE 124158 0 0 0 0 0 0 0 35832 0 159990 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND DAVID C. FREDERICI, VERY REVEREND JAY T. MADDOCK, KEVIN KILEY, JOANNE ROQUE AND LAURA MITCHELL HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER BECAUSE THEY ARE EMPLOYED BY A RELATED ORGANIZATION OF WHICH THE OFFICERS AND BOARD MEMBERS ALSO SERVE. CARL TABER HAS A BUSINESS RELATIONSHIP WITH THE FILING ORGANIZATION BECAUSE HE IS A VICE PRESIDENT AT A BANK THAT THE ORGANIZATION DOES BUSINESS WITH. 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. THE ORGANIZATION SHALL HAVE NO MORE THAN FIVE VOTING MEMBERS WHICH SHALL BE: 1) THE BISHOP OF THE DIOCESE OF FALL RIVER AND 2) NO MORE THAN FOUR OTHER INDIVIDUALS APPOINTED IN THE SOLE DISCRETION OF THE BISHOP. THE BISHOP AND THE MEMBERS APPOINTED BY THE BISHOP SHALL SERVE AS EX OFFICIO VOTING DIRECTORS ON THE BOARD OF DIRECTORS FOR SUCH TIME AS THEY REMAIN MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE CFO OF THE MANAGEMENT COMPANY REVIEWS AND APPROVES THE 990. THEN THE CEO REVIEWS AND SIGNS THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE CHAIR OF THE BOARD OF DIRECTORS AND THE CEO. WHEN A CONFLICT ARISES IT WILL BE BROUGHT TO THE ATTENTION OF THE PRESIDENT OF THE BOARD WHO WILL THEN EVALUATE THE CONFLICT AND DETERMINE A RESOLUTION WITH THE REMAINING BOARD MEMBERS THAT ARE NOT INVOLVED IN THE CONFLICT. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G HEALTHCARE PURCHASE SERVICES: PROGRAM SERVICE EXPENSES 4,575,585. MANAGEMENT AND GENERAL EXPENSES 35,086. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,610,671. MADONNA MANOR INC 85 NORTH WASHINGTON STREET NORTH ATTLEBORO MA 02760 042596550 SKILLED NURSING FACILITY MA 501(C)(3) LINE 10 0 MARIAN MANOR INC 33 SUMMER STREET TAUNTON MA 02780 042277710 SKILLED NURSING FACILITY MA 501(C)(3) LINE 10 0 OUR LADY'S HAVEN OF FAIRHAVEN INC 71 CENTER STREET FAIRHAVEN MA 02719 042106632 SKILLED NURSING FACILITY MA 501(C)(3) LINE 10 0 SACRED HEART HOME 359 SUMMER STREET NEW BEDFORD MA 02740 042140119 SKILLED NURSING FACILITY MA 501(C)(3) LINE 10 0 ROMAN CATHOLIC BISHOP OF FALL RIVER 450 HIGHLAND AVENUE FALL RIVER MA 02720 043000709 RELIGIOUS ORGANIZATION MA 501(C)(3) LINE 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 OFFICE OF DIOCESAN HEALTH FACILITIES D 1471301 COST OF SERVICES PROVIDED MARIAN MANOR INC D 1616866 COST OF SERVICES PROVIDED MADONNA MANOR INC D 1331593 COST OF SERVICES PROVIDED OUR LADYS HAVEN OF FAIRHAVEN INC D 144931 COST OF SERVICES PROVIDED ROMAN CATHOLIC BISHOP OF FALL RIVER E 931703 COST OF SERVICES PURCHASED OFFICE OF DIOCESAN HEALTH FACILITIES M 580000 COST OF SERVICES PURCHASED SACRED HEART HOME INC M 86203 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER P 1185357 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER P 458340 ACTUAL AMOUNT PAID