2025-10-30T07:22:32-05:00 2024-12-31 010494526 Baker Newman & Noyes 650 Elm Street Suite 302 Manchester NH 03101 990 2024-01-01 043333609 CHS of Waltham Inc CHSO 7818930240 66 Newton Street Waltham MA 02453 James Tracy President & CEO 7818930240 2025-10-20 1 0 Connor Smart P02285543 6036262200 2025-10-20 2024 2025-03-06 01:10:19Z Maristhill Nursing & Rehabilitation James Tracy 66 Newton Street Waltham MA 02453 11567245 0 0928 X maristhill.org X 1996 MA Maristhill is a Catholic skilled nursing and rehabilitation facility that continues the healing ministry of Christ by providing health care services that foster each individual's physical, spiritual, emotional and intellectual well-being. 5 5 128 7 0 0 50084 60000 11684747 10912681 -30596 24984 344325 0 12048560 10997665 0 0 0 0 6381796 7391269 0 0 0 6523054 5922653 12904850 13313922 -856290 -2316257 7484426 6957017 8498214 10243855 -1013788 -3286838 Maristhill is a Catholic skilled nursing and rehabilitation facility that continues the healing ministry of Christ by providing health care services that foster each individual's physical, spiritual, emotional and intellectual well-being. 0 0 12213918 0 10912681 Maristhill Nursing and Rehabilitation Center provided 32,005 days of skilled nursing services during 2024, and 24,272 days of skilled services to Medicaid recipients. 12213918 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 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 8 0 1 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X James Tracy President & CEO 7818930240 66 Newton Street Waltham MA 02453 Joseph Cuzzupoli Trustee 1.00 0.00 X 0 0 0 Sr Joyce Ann Edelmann Trustee 1.00 0.00 X 0 0 0 Bridget Stewart Trustee 1.00 0.00 X 0 0 0 Judith Allen Ferretti Chair 1.00 0.00 X X 0 0 0 Johnie Chhen Vice Chair 1.00 0.00 X X 0 0 0 James Tracy President & CEO 40.00 0.00 X 150181 0 7920 Shirly Yellamaty RN Manager 44.00 0.00 X 133301 0 39105 Kim Demafeliz RN 47.00 0.00 X 116663 0 12173 Eric Gwanyalla LPN 84.00 0.00 X 227731 0 40645 Rose Mukibi Nabatanzi RN 56.00 0.00 X 159279 0 28652 Eliza Genece Nurse Manager/LPN 45.00 0.00 X 124496 0 18013 911651 0 146508 8 0 1 0 Covenant Health Inc 40 Shattuck Road 317 Andover MA 01810 Management services 512420 Performance Health Care Services Inc 47R River Street Wellesley MA 02481 Laundry and housekeeping 430091 B4Health LLC PO Box 7411262 Chicago IL 60674 Nursing agency 334909 US Foods 100 Ledge Road Seabrook NH 03874 Food services. 292493 ConnectRN Inc PO Box 208685 Dallas TX 75320 Nursing agency 185255 14 60000 60000 Patient services 623000 10912681 10912681 10912681 17052 17052 577512 569580 7932 7932 7932 10997665 10912681 0 24984 X 158101 151383 6718 5980518 5721047 259471 76480 74526 1954 660033 643166 16867 516137 502947 13190 512420 512420 30320 30320 24950 24950 2164173 2009313 154860 4952 4598 354 362995 337020 25975 77649 72093 5556 539973 501335 38638 7627 7081 546 4043 3754 289 251603 251603 338148 338148 106906 99256 7650 Medicaid user fee 743020 743020 Drugs/medical supplies 334847 334847 Food and dietary 297765 297765 Provision for bad debts 117820 117820 3442 3196 246 13313922 12213918 1100004 0 158294 318471 48526 39798 1370443 1584898 37402 40720 225786 141977 12427732 8150797 4546160 4276935 1066381 530330 31434 23888 7484426 6957017 1464251 2047467 7033963 8196388 8498214 10243855 X -1061945 -3325873 48157 39035 -1013788 -3286838 7484426 6957017 -2316257 43207 0 X X 0 1 X 1 1 1 X 930621 155920 31939 50084 60000 1228564 9334648 8624843 11119855 11684747 10912681 51676774 10265269 8780763 11151794 11734831 10972681 52905338 0 0 0 52905338 51725 22135 22741 24844 17052 138497 51725 22135 22741 24844 17052 138497 344325 344325 10316994 8802898 11174535 12104000 10989733 53388160 0.99100 0.98800 0.00260 0.00550 X Schedule A, Part III, Line 12, Explanation of Other Income: Gain on debt extinguishment - 2023 Amount: $ 344,325. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 16608 0 0 0 16608 0 Part II-B, Line 1: CHS of Waltham, Inc. was a member of the Massachusetts Senior Care Association and LeadingAge Massachusetts during the period covered by this Form 990 tax return. The associations disclose to their members that a portion of membership dues may be used for lobbying expenditures in furtherance of their exempt purposes. However, the associations did not specifically disclose what amount or percentage of dues paid in this tax year were ultimately used for lobbying purposes. For transparency purposes, CHS of Waltham is disclosing the total amount of dues paid to each trade association, a portion of which may have been used for lobbying expenditures, in detail below and in total on Schedule C, Page 3, Part II-B, Line 1f. Association dues paid during this tax year were as follows: - Massachusetts Senior Care Association: $9,900 - LeadingAge Massachusetts: $6,708 48157 53862 62984 39035 23392 39219 14454 48157 22446 8877 7931 23392 9880 17568 5002 22446 4936 6944 2000 9880 0.00000 0.00000 1.00000 0 0 485000 485000 8484166 5056273 3427893 3458566 3094524 364042 4276935 Investment in Covenant Health Investment Trust 530330 F 530330 FIN 47 deferred expenses 289061 Medicaid user fee obligations 197611 Professional liability loss reserves 38501 Resident funds 59096 Due to affiliates 7612119 8196388 X Part V, Line 4: The Organization's Endowment Funds are composed of various restricted assets funded by donors programs to support the Organization's residents, staff, DPH Visitation Grants, and assorted outdoor and property improvements. Part X, Line 2: Covenant and its member organizations are considered not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code, except as noted below. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. The System has evaluated the position taken on its filed tax returns. The System has concluded no uncertain income tax positions exist at December 31, 2024. X X X X 0 0 0 0 0 0 0 1 0 Eric Gwanyalla LPN 227223 0 100 0 408 0 0 0 40645 0 268376 0 0 0 Rose Mukibi Nabatanzi RN 159115 0 0 0 164 0 3301 0 25351 0 187931 0 0 0 Shirly Yellamaty RN Manager 132389 0 0 0 912 0 4240 0 34865 0 172406 0 0 0 James Tracy President & CEO 147545 0 0 0 2636 0 4457 0 3463 0 158101 0 0 0 Part I, Line 3 Any compensation paid to the trustees, directors, officers or key employees of the Organization is subject to the oversight and decisions of Covenant Health, a related tax-exempt organization. Every two-to-three years the Compensation Committee of the Covenant Health Board of Directors engages an external consultant to provide competitive market data from various survey sources, which is then used to develop recommendations for changes to the compensation program. Since 2003, the Compensation Committee has engaged a human resources consultant to conduct this analysis. Objectives of the analysis are to assess the compositeness of the total cash compensation levels of the senior leadership team, develop market based competitive salary ranges for all executive positions, and ensure that the annual incentive opportunities, if there are any, are competitive and reasonable. Part I, Line 7 A Compensation Committee recommends the variable pay award that may be issued to qualifying employees and officers. The payment of the award is discretionary and is subject to meeting the pre-determined goals of the Organization. Form 990, Part VI, Section A, line 6 Covenant Health, Inc. is the sole corporate member of the Organization. Form 990, Part VI, Section A, line 7a As the sole corporate member of the Organization, Covenant Health, Inc. retains the ability to elect and remove the Organization's board of directors with or without cause. Form 990, Part VI, Section A, line 7b As the sole corporate member of the Organization, Covenant Health, Inc. has the following powers and rights over the Organization and its subsidiaries as outlined in the Organization's bylaws: 1. To approve any change in the written statements of philosophy and mission; 2. To amend and to repeal the organizing and governing documents; 3. To elect the Board of Directors or remove them with or without cause; 4. To appoint and remove the president; 5. To ratify the Board of Director's election of the Chair of the Board; 6. To approve all plans of merger, consolidation, reorganization, dissolution, or the sale, lease assignment, or transfer of substantially all of the assets, or the purchase or acquisition of an interest in any corporation, partnership, joint venture, or other entity; 7. To approve all long-range strategic plans before implementation; 8. To approve the acquisition, sale, or encumbrance of any real estate valued in excess of an amount set by the Member in writing; 9. To approve all capital budgets and non-budgeted expenses in excess of an amount set by the Member in writing; 10. To approve all debt in excess of limits set by the Member in writing; 11. To appoint the auditors; 12. To approve the sale, assignment, or transfer of any equity interest or membership interest in any subsidiary; 13. To approve any reclassification or other change of any capital stock or other equity security; and, 14. To approve the issuance of, or the creation of any obligation to issue, any equity security. Form 990, Part VI, Section B, line 11b The Form 990 is provided to the governing body for their review and approval prior to filing. Form 990, Part VI, Section B, line 12c This process is the responsibility of the Compliance Officer. A conflict of interest disclosure form is submitted to all leadership, board members, board committee members, employed physicians, medical directors and certain employees in key positions annually to be completed. Reminders are sent to all persons of interest to ensure that all conflict of interest disclosure forms are completed and collected. Form 990, Part VI, Section B, line 15 Any compensation paid to the trustees, directors, officers or key employees of the Organization is subject to the oversight and decisions of Covenant Health, a related tax-exempt organization. Every two-to-three years the Compensation Committee of the Covenant Health Board of Directors engages an external consultant to provide competitive market data from various survey sources, which is then used to develop recommendations for changes to the compensation program. Since 2003, the Compensation Committee has engaged a human resources consultant to conduct this analysis. Objectives of the analysis are to assess the compositeness of the total cash compensation levels of the senior leadership team, develop market based competitive salary ranges for all executive positions, and ensure that the annual incentive opportunities, if there are any, are competitive and reasonable. Form 990, Part VI, Section C, line 19 The Organization's Form 990, governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The Organization's Form 990 is also made available on the website of its parent organization, Covenant Health, at the following web address: https://covenanthealth.net/financials/ Form 990, Part IX, line 11g Purchased medical services: Program service expenses 1,294,525. Management and general expenses 154,860. Fundraising expenses 0. Total expenses 1,449,385. Purchased administrative and maintenance services: Program service expenses 649,893. Management and general expenses 0. Fundraising expenses 0. Total expenses 649,893. Consulting: Program service expenses 64,895. Management and general expenses 0. Fundraising expenses 0. Total expenses 64,895. Form 990, Part XII, Line 2c: The audit process has not changed from the previous year. Alternative Health Services 360 Broadway Bangor ME 04402 010422885 Home health and hospice ME 501(c)(3) Line 10 St Joseph Healthcare Foundation 0 Bangor Nursing and Rehabilitation Center 103 Texas Avenue Bangor ME 04401 010538534 Long-term care nursing facility ME 501(c)(3) Line 10 Convenant Health Inc 0 CHS of Worcester Inc dba St Mary Care Center 39 Queen Street Worchester MA 01610 043419625 Nursing home and restorative facility MA 501(c)(3) Line 10 Covenant Health Inc 0 Community Clinical Services PO Box 7291 Lewiston ME 04243 010409788 Physician practice ME 501(c)(3) Line 10 St Mary's Health System 0 Covenant Health Foundation Inc 40 Shattuck Road 317 Andover MA 01810 800199674 Charitable foundation MA 501(c)(3) Line 12a, I Covenant Health Inc 0 Covenant Health Investment Trust 40 Shattuck Road 317 Andover MA 01810 046835128 Investment trust MA 501(c)(3) Line 12a, I Covenant Health Inc 0 Covenant Health Inc 40 Shattuck Road 317 Andover MA 01810 222484505 Health care management and resource organization MA 501(c)(3) Line 10 N/A 0 Fanny Allen Corporation Inc 40 Shattuck Road 317 Andover MA 01810 222495808 Charitable foundation VT 501(c)(3) Line 12a, I Covenant Health Inc 0 Fanny Allen Holdings Inc 40 Shattuck Road 317 Andover MA 05446 030181052 Real estate holding company VT 501(c)(3) Line 12a, I Covenant Health Inc 0 Helping Hands of St Marguerite Inc 799 Concord Avenue Cambridge MA 02138 800199674 Private home-care health services MA 501(c)(3) Line 10 Covenant Health Inc 0 M & J Company 360 Broadway Bangor ME 04402 222480150 Lease holding company ME 501(c)(2) St Joseph Healthcare Foundation 0 Mary Immaculate Guild Inc 172 Lawrence Street Lawrence MA 01841 463073987 Supporting grants and donations MA 501(c)(3) Line 12a, I Covenant Health Inc 0 MI Adult Day Health Care Center Inc 189 Maple Street Lawrence MA 01841 042921888 Adult day care services MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Management Inc 172 Lawrence Street Lawrence MA 01841 042857794 Assisted living services MA 501(c)(3) Line 12a, I Covenant Health Inc 0 MI Nursing Restorative Center Inc 172 Lawrence Street Lawrence MA 01841 042104851 Nursing home and restorative facility MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Residential Community II Inc 189 Maple Street Lawrence MA 01841 042679954 HUD low income housing MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Residential Community III Inc 189 Maple Street Lawrence MA 01841 042186043 HUD low income housing MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Residential Community Inc 189 Maple Street Lawrence MA 01841 042647207 HUD low income housing MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Transportation Inc 189 Maple Street Lawrence MA 01841 042921889 Elderly transportation services MA 501(c)(3) Line 10 Covenant Health Inc 0 Mount St Rita Health Centre 15 Sumner Brown Road Cumberland RI 02864 050342330 Nursing home RI 501(c)(3) Line 10 Covenant Health Inc 0 Neighborhood Housing Initiative PO Box 7291 Lewiston ME 04243 010539730 Affordable housing services ME 501(c)(3) Line 10 St Mary's Health System 0 Penacook Place Inc 150 Water Street Haverhill MA 01830 237090088 Nursing home MA 501(c)(3) Line 10 Covenant Health Inc 0 Souhegan Nursing Association 24 North River Road Milford NH 03055 020222795 Home health and hospice NH 501(c)(3) Line 10 St Joseph Hospital of Nashua NH Inc 0 St Joseph Ambulatory Care Inc 360 Broadway Bangor ME 04402 222480373 Physician practice ME 501(c)(3) Line 10 St Joseph Healthcare Foundation 0 St Andre Health Care 407 Pool Street Biddeford ME 04005 010342399 Nursing home and restorative facility ME 501(c)(3) Line 10 Covenant Health Inc 0 St Joseph Healthcare Foundation 360 Broadway Bangor ME 04402 222480149 Healthcare foundation ME 501(c)(3) Line 10 Covenant Health Inc 0 St Joseph Hospital 360 Broadway Bangor ME 04402 010212435 Hospital and health care facility ME 501(c)(3) Line 3 St Joseph Healthcare Foundation 0 St Joseph Manor Health Care 215 Thatcher Street Brockton MA 02302 042565937 Nursing home and restorative facility MA 501(c)(3) Line 10 Covenant Health Inc 0 St Joseph's Hospital of Nashua NH Inc 172 Kinsley Street Nashua NH 03061 020222215 Hospital and health care facility NH 501(c)(3) Line 3 Covenant Health Inc 0 St Mary's D'Youville Pavilion PO Box 7291 Lewiston ME 04243 010211558 Nursing home and restorative facility ME 501(c)(3) Line 10 St Mary's Health System 0 St Mary's Health System PO Box 7291 Lewiston ME 04243 222504349 Hospital and health care facility ME 501(c)(3) Line 12a, I Covenant Health Inc 0 St Mary's Regional Medical Center PO Box 7291 Lewiston ME 04243 010211551 Hospital and health care facility ME 501(c)(3) Line 3 St Mary's Health System 0 St Mary's Residences PO Box 7291 Lewiston ME 04243 222504356 Low income housing ME 501(c)(3) Line 10 St Mary's Health System 0 St Mary's Villa Nursing Home Inc 675 St Marys Villa Road Moscow PA 18444 232057177 Nursing home and restorative facility PA 501(c)(3) Line 10 Covenant Health Inc 0 The Surgicenter at St Joseph Hospital Inc 172 Kinsley Street Nashua NH 03061 020222215 Healthcare and surgery center NH 501(c)(3) Line 10 St Joseph Hospital of Nashua NH Inc 0 Youville Hospital and Rehabilitation Center Inc 1575 Cambridge Street Cambridge MA 02138 043239563 Hospital and health care facility MA 501(c)(3) Line 10 Youville Lifecare Inc 0 Youville House Inc 1573 Cambridge Street Cambridge MA 02138 043239593 Assisted living services MA 501(c)(3) Line 10 Youville Lifecare Inc 0 Youville Lifecare Inc 1575 Cambridge Street Cambridge MA 02138 042103582 Hospital and health care facility MA 501(c)(3) Line 10 Covenant Health Inc 0 Youville Place 10 Pelham Road Lexington MA 02421 043297834 Assisted living services MA 501(c)(3) Line 10 Covenant Health Inc 0 Covenant Health Insurance LTD PO Box 69 Grand Cayman CJ KY1-1102 043360127 Self-insurance company CJ N/A C 0 Campus Holding PO Box 7291 Lewiston ME 04240 010406049 Holding company ME N/A C 0 St Joseph Corporate Services Inc 172 Kinsley Street Nashua NH 03060 020405197 Holding company NH N/A C 0 Strauss Incorporated 360 Broadway Bangor ME 04402 010391369 Repairs and transcriptions ME N/A C 0 GNM Corporation 172 Kinsley Street Nashua NH 03060 020400550 Real estate holding company NH N/A C 0 SJ Physicians Services 172 Kinsley Street Nashua NH 03060 020522234 Physician practice NH N/A C 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0