2015-11-12T19:00:52-06:00 2014-12-31 271728945 O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2014-01-01 131740033 ST PATRICK'S HOME FOR THE AGED AND INFIRM STPA 7185192800 66 VAN CORTLANDT PARK SOUTH BRONX NY 104633102 JUAN RUIZ DIRECTOR OF FINANCE 7185192800 2015-11-12 1 GARRETT M HIGGINS P00543209 9143818900 2015-11-12 2014 2016-04-25 22:37:26Z ST PATRICK'S HOME SR M KEVIN PATRICIA O' 66 VAN CORTLANDT PARK SOUTH BRONX NY 104633102 26794548 0 0928 X WWW.STPATRICKSHOME.ORG X 1931 NY THE MISSION OF ST. PATRICK'S HOME AS A CHARITABLE, NON-PROFIT ORGANIZATION IS TO PROVIDE CARE AND SERVICES TO THE COMMUNITY IN CONFORMANCE WITH THE THEOLOGY; PHILOSOPHY; TEACHINGS AND DOCTRINES OF THE ROMAN CATHOLIC CHURCH, RESPECTING AND BUILDING ON THE MISSION; PHILOSOPHY AND VALUES OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM. 13 13 370 80 0 0 241018 83610 25741007 26371107 41638 19061 291676 269415 26315339 26743193 0 0 0 0 18750352 18182627 0 0 21297 10838876 11550097 29589228 29732724 -3273889 -2989531 37059985 30186449 14994312 10976246 22065673 19210203 X THE MISSION OF ST. PATRICK'S HOME AS A CHARITABLE, NON-PROFIT ORGANIZATION IS TO PROVIDE CARE AND SERVICES TO THE COMMUNITY IN CONFORMANCE WITH THE THEOLOGY; PHILOSOPHY; TEACHINGS AND DOCTRINES OF THE ROMAN CATHOLIC CHURCH, RESPECTING AND BUILDING ON THE MISSION; PHILOSOPHY AND VALUES OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM. 0 0 27282253 26371107 ST. PATRICK'S HOME OPERATES A 264 BED LICENSED NURSING HOME WHICH INCLUDES AN ALZHEIMER'S UNIT AND A SHORT TERM REHABILITATION UNIT IN THE BRONX, NEW YORK. THE HOME PROVIDES PROFESSIONAL AND PERSONAL SERVICES IN A COMPASSIONATE AND CARING MANNER TO MEMBERS OF THE BRONX, SURROUNDING COMMUNITIES AND OTHER LOCATIONS THAT SEEK OUR SERVICES. DURING 2014, THE HOME PROVIDED 90,345 DAYS OF CARE TO 519 OF OUR NEIGHBORS AND THEIR FAMILIES WITHOUT REGARD TO THEIR ETHNIC BACKGROUND, RELIGION OR FINANCIAL CIRCUMSTANCES. AMONG THOSE WE HAD THE PLEASURE TO ADMINISTER CARE TO 9 RESIDENTS WHO WERE OVER 100 YEARS OLD. DURING THE YEAR, THERE WERE 271 NEW ADMISSIONS AND 272 DISCHARGES; SERVED 271,035 MEALS; ADMINISTERED 50,367 THERAPY TREATMENTS AND HAD 62,430 PARTICIPANTS IN OUR EXTENSIVE RECREATION PROGRAM. 27282253 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 59 0 370 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JUAN RUIZ 7185192800 66 VAN CORTLANDT PARK SOUTH BRONX NY 104633102 X IRENE MCCRORY DIRECTOR 1.00 X 0 0 0 MARGARET T MAYBURY DIRECTOR 1.00 X 0 0 0 MAUREEN WALSH ASST. TREASURER 1.00 X X 0 0 0 MICHAEL MORIARTY ESQ DIRECTOR 1.00 X 0 0 0 MOTHER M MARK LOUIS ANNE O'CARM DIRECTOR 1.00 X 0 0 0 REV GERALD T WALSH CHAIRMAN 1.00 X X 0 0 0 RONALD SYLVESTRI DIRECTOR 1.00 X 0 0 0 SR M JOSEPH CATHERINE DE LOURDES O' DIRECTOR 1.00 X 0 0 0 SR M MICHELLE ANNE O'CARM DIRECTOR 1.00 X 0 0 0 SR M PHILIP ANNE O'CARM DIRECTOR 1.00 X 0 0 0 SR M SEAN WILLIAM O'CARM DIRECTOR 1.00 X 0 0 0 SR M ANTHONY DE LOURDES O'CARM VICE PRESIDENT 1.00 X X 0 0 0 SR PATRICIA MARGARET O'CARM PRESIDENT 1.00 X X 0 0 0 ELIZABETH DUNLEAVY SECRETARY/ASST. ADMINISTRAT 36.30 X 164473 0 42450 SR M KEVIN PATRICIA O'CARM TREASURER/ADMINISTRATOR 36.30 X 0 0 0 JUAN RUIZ DIRECTOR OF FINANCE 36.30 X 156833 0 40479 LURLINE FERDINAND DIRECTOR OF NURSING 36.30 X 122094 0 31512 MARY LOU DE MAIO DIRECTOR OF REHABILITATION 36.30 X 120433 0 31084 SOPHIA AMOAH NURSING SUPERVISOR 36.30 X 122339 0 31576 JENNIFER SEVILLEJA NURSING SUPERVISOR 36.30 X 125388 0 32363 811560 0 209464 9 0 1 0 UNIDINE CORPORATION PO BOX 60479 CHARLOTTE NC 28260 DIETARY 794575 UNITEX TEXTILE RENTAL SERVICE 161 MACQUESTEN PKWY MOUNT VERNON NY 10550 LAUNDRY 254641 ARROW SECURITY 300 WEST MAIN STREET SMITHTOWN NY 11787 SECURITY 141236 COMPUFIT COMPUTER CORP 222 BLOOMINGDALE ROAD WHITE PLAINS NY 10605 INFORMATION TECHNOLOGY 139047 BOND SCHOENECK P KING PLLC 111 WASHINGTON AVENUE ALBANY NY 11210 LEGAL 122389 6 32139 51471 83610 MEDICAID 623000 17571973 17571973 MEDICARE 623000 5598942 5598942 PRIVATE FEES/INSURANCE 623000 3200192 3200192 26371107 19061 19061 27416 32139 41048 -13632 -13632 47775 10307 37468 37468 CAFETERIA 900099 103951 103951 CARMELITE SISTERS REIMBURSEMENT 900099 37260 37260 EMPLOYEE PARKING FEES 900099 35626 35626 68742 68742 245579 26743193 26371107 0 288476 206923 206923 12471006 11458190 1000001 12815 1164599 1070101 93202 1296 2726215 2505265 217919 3031 1613884 1484451 127658 1775 254608 193523 61085 122389 122389 35276 35276 1713 1713 2594735 2475835 118900 13207 8594 4613 1793658 1677987 115611 60 139047 139047 968412 961163 7035 214 3800 2347 1453 10674 8534 2140 1511397 1393837 115954 1606 508823 508823 NYS ASSESSMENT 1386403 1386403 BAD DEBT EXPENSE 959360 959360 FOOD 639561 639561 PRESCRIPTION DRUGS 267292 267292 339742 74064 265178 500 29732724 27282253 2429174 21297 479676 1294557 9515526 3459335 4317253 4346666 40779 39725 315950 273080 49495790 32201260 18531057 17294530 41334 3818410 3478556 37059985 30186449 2972315 2628466 25759 169294 180265 10823742 7522742 351539 193423 651663 451350 14994312 10976246 X 22055673 19200203 10000 10000 22065673 19210203 37059985 30186449 X -2989531 134061 X X 0 1 X 1 0 X 137234 250459 230881 241018 83610 943202 26705725 27561119 26302626 25741007 26371107 132681584 26842959 27811578 26533507 25982025 26454717 133624786 0 0 0 133624786 154764 74471 52901 41638 19061 342835 154764 74471 52901 41638 19061 342835 15177 23836 39013 239160 299262 300612 276499 245579 1361112 27236883 28185311 26887020 26315339 26743193 135367746 0.98710 0.98260 0.00250 0.00560 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 2,410. 2011 AMOUNT: $ 29,567. 2012 AMOUNT: $ 4,769. 2013 AMOUNT: $ 24,214. 2014 AMOUNT: $ 25,598. CAFETERIA INCOME - 2010 AMOUNT: $ 113,870. 2011 AMOUNT: $ 125,154. 2012 AMOUNT: $ 114,107. 2013 AMOUNT: $ 105,688. 2014 AMOUNT: $ 103,951. COMMISSIONS DISCOUNTS - 2010 AMOUNT: $ 30,231. 2012 AMOUNT: $ 28,762. 2013 AMOUNT: $ 31,195. 2014 AMOUNT: $ 27,827. INCOME FROM GIFT SHOPS BEAUTY PARLOR - 2010 AMOUNT: $ 8,475. 2011 AMOUNT: $ 9,241. 2012 AMOUNT: $ 11,405. 2013 AMOUNT: $ 10,591. 2014 AMOUNT: $ 10,972. CARMELITE SISTERS REMIBURSEMENT - 2010 AMOUNT: $ 61,794. 2011 AMOUNT: $ 64,338. 2012 AMOUNT: $ 54,018. 2013 AMOUNT: $ 49,008. 2014 AMOUNT: $ 37,260. REBATES - 2011 AMOUNT: $ 26,790. 2012 AMOUNT: $ 44,175. 2013 AMOUNT: $ 14,947. 2014 AMOUNT: $ 4,345. EMPLOYEE PARKING FEES - 2010 AMOUNT: $ 22,380. 2011 AMOUNT: $ 44,172. 2012 AMOUNT: $ 43,376. 2013 AMOUNT: $ 40,856. 2014 AMOUNT: $ 35,626. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1713 1713 0 PART II-B, LINE 1: IN CONNECTION WITH THE COLLECTIVE BARGAINING NEGOTIATIONS BETWEEN ST. PATRICK'S HOME AND 1199/SEIU, CERTAIN EMPLOYER CONTRIBUTIONS ARE ALLOCATED TO GNYHA HEALTH CARE EDUCATION PROJECT, FOR USE IN LOBBYING PURPOSES IN CONNECTION WITH HEALTH CARE POLICY ISSUES. LOBBYING EXPENSES FOR 2014 TOTALED $1,713. 0 1 X 900000 900000 41149005 26233403 14915602 7204294 5754742 1449552 242491 213115 29376 17294530 A/R RENOVATION PROJECT 1862378 FUNDS HELD FOR RESIDENTS 180266 OVERFUNDED PENSION BENEFIT OBLIGATION 1335412 HEALTH AND WELFARE TRUST DEPOSIT 100500 3478556 DUE TO THIRD PARTY PAYORS & OTHERS 451350 451350 X 26710657 0 26710657 32536 32536 26743193 29700188 0 29700188 32536 32536 29732724 PART IV, LINE 2B: RESIDENTS' FUNDS ARE HELD BY THE HOME ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AND OTHER RESIDENTS' FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. THESE FUNDS ARE DISBURSED BY THE HOME AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART X, LINE 2: THE HOME RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HOME HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE HOME IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 32,536. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 32,536. GOLF OUTING 52795 32139 20656 29442 4990 FAMILY BBQ 6760 6760 1685 650 4281 59555 32139 27416 29442 1685 650 9271 41048 -13632 47775 5783 4524 0 47775 5783 4524 10307 37468 NY 0 THE ORGANIZATION IS IN THE PROCESS OF OBTAINING A GAMING LICENSE IN NYS. 0 1 0 1.00000 0 0 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH DUNLEAVY SECRETARY/ASST. ADMINISTRAT 164473 0 0 0 0 0 13684 0 28766 0 206923 0 0 0 JUAN RUIZ DIRECTOR OF FINANCE 156833 0 0 0 0 0 13048 0 27431 0 197312 0 0 0 LURLINE FERDINAND DIRECTOR OF NURSING 122094 0 0 0 0 0 10158 0 21354 0 153606 0 0 0 MARY LOU DE MAIO DIRECTOR OF REHABILITATION 120433 0 0 0 0 0 10020 0 21064 0 151517 0 0 0 SOPHIA AMOAH NURSING SUPERVISOR 122339 0 0 0 0 0 10179 0 21397 0 153915 0 0 0 JENNIFER SEVILLEJA NURSING SUPERVISOR 125388 0 0 0 0 0 10432 0 21931 0 157751 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS NAMING THE CARMELITE SYSTEM, INC. AS THE MEMBER AND THE CARMELITE SISTERS FOR THE AGED AND INFIRM AS THE SPONSOR. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS THE CARMELITE SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF ST. PATRICK'S HOME FOR THE AGED AND INFIRM SHALL BE ELECTED BY THE MEMBER AT EACH ANNUAL MEETING OF THE CORPORATION BY MAJORITY VOTE. THE MEMEBER CAN ALSO SERVE ON THE BOARD OF DIRECTORS AS MEMBER-DIRECTORS. ALL STANDARDS APPLICABLE TO DIRECTORS IN THE BY-LAWS SHALL ALSO APPLY TO MEMBER-DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE MEMBER RETAIN THE RIGHT TO APPOINT OR REMOVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FACILITY HAS ITS FORM 990 REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. UPON COMPLETION OF THE FORM, IT IS SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. THEREAFTER, THE FINANCE COMMITTEE WILL REPORT TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED QUARTERLY MEETING, AT WHICH TIME EACH BOARD MEMBER WILL RECEIVE A COPY OF THE FORM 990. ALL NECESSARY COMMENTS AND CHANGES WILL BE RECORDED TO ENSURE A COMPLETE AND ACCURATE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ST. PATRICK'S HOME FOR THE AGED AND INFIRM, INC. IS STRONGLY COMMITTED TO A POLICY OF COMPLIANCE WITH ALL CONFLICT OF INTEREST PROVISIONS UNDER LAW. SUCH COMPLIANCE IS OF CRITICAL IMPORTANCE TO THE NON-PROFIT, CHARITABLE MISSION AND ACTIVITIES OF ST. PATRICK'S HOME. BY FOLLOWING THIS POLICY, ALL BOARD MEMBERS WILL ASSURE THAT THE REPUTATION, GOOD WILL AND MISSION OF ST. PATRICK'S HOME ARE PRESERVED AND MAINTAINED IN GOOD STANDING. REMUNERATION: NO MEMBER OF THE BOARD OF DIRECTORS SHALL RECEIVE REMUNERATION FOR SERVICES RENDERED IN CONNECTION WITH SUCH MEMBER'S RESPONSIBILITIES AS A DIRECTOR OF THIS CORPORATION. EXPENSES INCIDENTAL TO ATTENDANCE AT THE MEETING OF THE BOARD OF DIRECTORS MAY BE PAID TO THE MEMBERS OF THE BOARD WITH BOARD APPROVAL. ANNUAL DISCLOSURE: IN ORDER TO PROPERLY IMPLEMENT THIS POLICY, EACH BOARD MEMBER SHALL SIGN AN ANNUAL DISCLOSURE, SETTING FORTH ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST OR INDICATING THAT NO SUCH CONFLICTS EXIST. THIS DISCLOSURE SHALL BE IN THE FORM OF A LETTER DIRECTED TO THE MEMBERS OF THE CORPORATION. ACKNOWLEDGEMENT: BY SIGNING THIS POLICY STATEMENT, THE BOARD MEMBER ACKNOWLEDGES THAT HE OR SHE HAS READ THE STATEMENT, UNDERSTANDS WHAT HIS OR HER RESPONSIBILITIES ARE AS A BOARD MEMBER AND WILL FULLY COMPLY WITH THE REQUIREMENTS SET FORTH ABOVE. IF A CONFLICT WERE TO ARISE, THE INTERESTED PERSON WILL MAKE A PRESENTATION TO THE BOARD REGARDING THE POTENTIAL. THE INTERESTED PERSON WILL THEN LEAVE THE ROOM WHILE THE CONFLICT IS DISCUSSED AND VOTED ON. THE BOARD'S DECISION IS DOCUMENTED IN THE MINUTES TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION POLICY WAS DEVELOPED BY THE BOARD TO GOVERN COMPENSATION ARRANGEMENTS BETWEEN THE ORGANIZATION AND COVERED INDIVIDUALS, DEFINED AS THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST THREE INDEPENDENT INDIVIDUALS APPOINTED BY THE BOARD, WHO THEMSELVES ARE MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE RECOMMENDS TO THE BOARD THE COMPENSATION FOR COVERED INDIVIDUALS BASED ON RELEVANT DATA INCLUDING COMPARABILITY COMPENSATION FOR SIMILARLY SITUATED ENTITIES AND INDEPENDENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AS DEEMED NECESSARY. COMPENSATION PAID TO THE ADMINISTRATOR: PLEASE NOTE THAT THE ADMINISTRATOR AS WOMAN RELIGIOUS MEMBER OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM, INC. HAS TAKEN A VOW OF POVERTY AND ARE PROVIDED WITH ZERO (0) COMPENSATION FROM THE FACILITY. ALL COMPENSATION THAT WOULD HAVE BEEN PAID TO THE ADMINISTRATOR ON BEHALF OF SERVICES PROVIDED TO THE FACILITY IS INSTEAD PAID TO THE CARMELITE SISTERS OF THE AGED AND INFIRM, INC. RATHER THAN THE INDIVIDUALS. FOR 2014, THE HOME PAID THE ORDER AN AMOUNT OF $196,123 FOR SERVICES THE ADMINISTRATOR PROVIDED TO THE FACILITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS; CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION ALSO FILES REPORTS WITH VARIOUS GOVERNMENTAL AGENCIES AS A REQUIREMENT FOR PARTICIPATION IN GOVERNMENT PROGRAMS, WHICH THE AGENCIES MAY MAKE AVAILABLE TO THE PUBLIC. THE ORGANIZATIONS FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. FORM 990, PART VII, SECTION A: SEVEN MEMBERS OF THE BOARD OF DIRECTORS OF ST. PATRICK'S HOME ARE ALSO RELIGIOUS MEMBERS OF THE CARMELITE SISTERS OF THE AGED & INFIRM. THESE SISTERS DEVOTE THEIR ENTIRE LIVES TO THE CHARITABLE WORKS OF THEIR ORDER. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT 134,061. FORM 990, PART XII, LINE 2C: THE CARMELITE SYSTEM, INC. APPROVES THE ENGAGEMENT OF THE INDEPENDENT AUDITORS FOR THE CORPORATION. THE SYSTEM AUDIT COMMITTEE MEETS WITH THE SYSTEM'S MANAGEMENT AND THE INDEPENDENT AUDITORS TO REVIEW THE ENGAGEMENT PROPOSAL, RESULTS OF THE AUDIT, DRAFT AUDIT REPORT AND MANAGEMENT LETTERS. THE AUDIT COMMITTEE MAY MEET WITH THE INDEPENDENT AUDITORS IN EXECUTIVE SESSION BEFORE CONCLUDING ITS REVIEW AND ACCEPTANCE OF THE ANNUAL AUDIT REPORT. THE AUDIT COMMITTEE REPORTS ITS FINDINGS AND MAKES ITS RECOMMENDATION TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 13: THE HOME HAS A WRITTEN WHISTLEBLOWER POLICY AND PROCEDURE. THE POLICY IS INCORPORATED IN THE HOME'S CORPORATE COMPLIANCE PROGRAM. THE POLICY ALLOWS FOR EMPLOYEES AND OTHER INDIVIDUALS TO REPORT INCIDENTS AND OR ABUSES ANONYMOUSLY TO THE CORPORATE COMPLIANCE OFFICER VIA THE CORPORATE COMPLIANCE HOTLINE OR CORPORATE COMPLIANCE BOXES LOCATED THROUGHOUT THE PREMISES. CARMELITE SISTERS FOR THE AGED AND INFIRM 600 WOODS ROAD GERMANTOWN NY 12572 141369151 LONG TERM HEALTH CARE MINISTRY IN CONFORMITY WITH ROMAN CATHOLIC DOCTRINE NY 501(C)3 LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1