2013-05-14T12:02:09-05:00 2012-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2011-07-01 010339489 St Joseph's Rehabilitation & Residence STJO 2077970600 1133 Washington Avenue Portland ME 04103 Alyssa Hemingway 2077970600 2013-05-14 1 Barbara J McGuan CPA P00219457 2077752387 2013-05-13 2011 2016-02-24 21:20:13Z Alyssa Hemingway 1133 Washington Avenue Portland ME 04103 11521982 0 0928 X www.saintjosephsmanor.org X 1972 ME 121 bed nursing facility & 44 bed residential care home for the elderly. 12 11 266 30 0 0 4079 1991 12455836 11490837 5898 12654 -4425 -10293 12461388 11495189 0 0 0 0 7444014 6978079 0 0 0 4879372 4737722 12323386 11715801 138002 -220612 6359627 6062255 3328477 3251215 3031150 2811040 X Saint Joseph's Rehabilitation & Residence provides a range of high quality residences and health care services for seniors and individuals with serious health needs. Our committment is to provide a home-like environment where both the physical and the spiritual needs are met with respect, care and compassion. 0 0 9546590 11490837 Saint Joseph's Rehabilitation & Residence operates a 121 bed nursing facility and a 44 bed residential care home. Our commitment as a Catholic-sponsored organization is to provide a home-like environment where both the physical and the spiritual needs are met with caring and compassion. In this sanctuary, everyone has the right to be treated with a respect consonant with his or her dignity as a person regardless of physical ability or financial resources. 9546590 1 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 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 0 1 36 0 1 266 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 ME X Alyssa Hemingway 2077970600 1133 Washington Avenue Portland ME 04103 Rene Daniel 1.00 X X 0 0 0 Sr Madeleine D'Anjou 1.00 X X 0 0 0 Joseph Wood 1.00 X X 0 0 0 Daniel Barrett 1.00 X X 0 0 0 David Twomey 1.00 X 0 0 0 Michael Myatt 1.00 X 0 0 0 Marc Bolduc 1.00 X 0 0 0 Margaret LePage 1.00 X 0 0 0 Jane McGillicuddy 1.00 X 0 0 0 Susan Bowden 1.00 X 0 0 0 Colette Gagnon 1.00 X 0 0 0 Renee Schofield 1.00 X 0 0 0 William Healy 1.00 X 0 0 0 David Hamlin 40.00 X 159779 0 22745 Mary Cote 40.00 X 83195 0 7210 Yvette Ramirez 40.00 X 2631 0 0 Roger Ledoux 40.00 X 0 0 0 245605 0 29955 1 0 1 1 Rehabcare Group Inc 7733 Forsyth Blvd Suite 2300 St Louis MO 63105 Therapy Services 735588 Catholic Health East 3805 West Chester Pike Suite 100 Newton Square PA 19073 Management Services 641948 Aceto Construction 1027 Narragansett Trail Buxton ME 04093 Parking Lot Paving 103049 3 1991 1991 Routine Services 623000 14853701 14853701 Ancillary Services 623000 1586598 1586598 Miscellaneous Income 623000 48738 48738 Contractual Adjustment 623000 -4998200 -4998200 11490837 12654 12654 16500 26793 -10293 -10293 -10293 11495189 11490837 0 2361 275560 275560 5553761 5476728 77033 682584 675629 6955 466174 442026 24148 621634 621634 20762 20762 48951 48951 689634 689634 1557317 1333662 223655 420120 420120 11554 4542 7012 52072 52072 259874 259874 132533 132533 Provider Tax 685531 685531 Bad Debt Expense 237740 59770 177970 11715801 9546590 2169211 0 1070 1070 2629854 2202631 1839993 1780768 15922 38585 4008 11265 10211226 8510522 1624644 1700704 60386 60764 22902 20612 160848 245856 6359627 6062255 1587993 1020118 103049 101357 1300000 1250637 337435 879103 3328477 3251215 X 2895109 2671859 36041 39181 100000 100000 3031150 2811040 6359627 6062255 X -220612 502 X X 0 1 1 X 0 X 33192 9314 1398 4079 1991 49974 10539017 11050772 16540197 12455836 11490837 62076659 10572209 11060086 16541595 12459915 11492828 62126633 0 0 0 62126633 154905 54284 51986 26573 29154 316902 154905 54284 51986 26573 29154 316902 10727114 11114370 16593581 12486488 11521982 62443535 0.99490 0.99280 0.00510 0.00720 X 0 0 0 0 0 0 0 0 1 2233 2233 0 Explanation of Lobbying Activities: Part II-B, Line 1: The Organization pays dues to various associations, a portion of which is attributable to lobbying expenses. 0 1 506605 506605 4104810 3419054 685756 4721850 4395167 326683 877961 696301 181660 1700704 Due to State of Maine 879103 879103 11495189 11715801 -220612 502 502 -220110 11522484 502 26793 27295 11495189 0 11495189 11742594 26793 26793 11715801 0 11715801 Part IV, Line 2b: The Organization maintains custodial funds for residents and participants in the Organization's adult day care program. The funds are reported as a liability on Form 990, Part X, line 21. Part XII, Line 2d - Other Adjustments: Rental Expenses 26,793. Part XIII, Line 2d - Other Adjustments: Rental Expenses 26,793. X X X 0 0 0 0 0 0 0 0 0 David Hamlin 130000 0 15145 0 14634 0 6532 0 16213 0 182524 0 0 0 Supplemental Information Part III David Hamlin, Executive Director of the Organization, was paid for services rendered to the Organization by Catholic Health East, an unrelated organization. The Organization paid Catholic Health East for the services rendered through an administrative fee. Compensation paid to David Hamlin was as follows: Compensation: $159,779 Benefits: $22,745 Form 990, Part VI, Section A, line 3 Management services were contracted to Catholic Health East. Form 990, Part VI, Section A, line 6 Diocesan Services, Inc. is the sole corporate member of the Organization. Form 990, Part VI, Section A, line 7a Diocesan Services, Inc. is the sole corporate member and must approve the appointment of all Directors on the Board of Directors. Form 990, Part VI, Section A, line 7b As sole corporate member, Diocesan Services, Inc. shall have rights of final approval in matters of policy, budget, finance, benefits and any changes in the charter or bylaws of the Organization. Form 990, Part VI, Section B, line 11 An extensive review of the 990 is conducted during a Finance Committee board session with a brief overview of the highlights to all of the board members at a full board meeting. Form 990, Part VI, Section B, line 12c The Organization has adopted a policy which sets forth the Organization's conflict of interest policy and processes. Annually, all those serving the Organization in a fiduciary capacity, including directors, officers and key employees receive a copy of the policy and annual disclosure statement to be completed. Disclosures of financial interest or other reportable circumstances as defined in the policy are submitted and reviewed by the Organization's CEO and board's chair. Summary information is reported to the entire board and available to the board throughout the year which may rise to the level of an actual or apparent conflict. The determination of whether a disclosed financial or other interest constitutes a conflict of interest is made by the board or an appropriate committee thereof compromised of disinterested persons and without the participation of the affected individual except to respond to questions about the disclosure. The policy further addresses the procedure for the board's further consideration of the proposed transaction/matter without the participation of the affected person and the documentation of the proceedings. Lastly, the policy addresses potential disciplinary action for the violations of the policy. Form 990, Part VI, Section B, line 15 The Organization has adopted a process for determining compensation. The board has an independent committee review and approve all elements of remuneration for all disqualified parties, as well as other key management. The board/committee has an established compensation philosophy statement which details the objectives of market positioning and pay elements. The committee engages with external consultants to provide market data comparing organization's roles to similarly sized health systems utilizing both title and job content comparisons. The committee reviews the market analysis, approves any salary adjustments for the executive population, considers both reasonableness and effectiveness of all remunerative programs and approves the detailed performance expectations which are incorporated into the at-risk plan. All of these discussions and decisions are documented through the provision of meeting minutes. Form 990, Part VI, Section C, line 19 The Organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 502. Oversight of Audit Form 990, Part XI, Line 2c: The audit process has not changed from the prior year. Diocesan Services Inc 510 Ocean Avenue Portland ME 04101 450467361 Management Services ME 501(c)(3) Line 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0