TAS-CECL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TAS-CECL INC (EIN 04-3428075)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-11
- IRS object ID
- 201112239349302301
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-11T12:55:20-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEELEY & DRISCOLL PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PORTLAND STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043428075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELL CLINICAL LABORATORIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EXCE | NameControl |
| Phone | 6174194700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O STEWARD HEALTH CARE INC 500 | AddressLine1 |
| Address Line2 | BOYLSTON ST | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Bryan Hehir | Name |
| Title | Officer | Title |
| Phone | 6174194700 | Phone |
| Date Signed | 2011-07-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey T Rogers | Name |
| Phone | 6177427788 | Phone |
| Date Prepared | 2011-07-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | william sullivan | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O STEWARD HEALTH CARE INC 500 | AddressLine1 |
| Address Line2 | BOYLSTON ST | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17124069 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | n/a | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | To provide and offer clinical laboratory and other diagnostic services to Caritas ST. Elizabeth's Medical Center, Inc. and to providers of health care affiliated with Caritas SEMC, Caritas Christi or other health providers. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -9390 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28351430 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17061877 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 113402 | InvestmentIncomePriorYear |
| Investment Income Current Year | 62192 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28464832 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17124069 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12701624 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7276119 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17248463 | OtherExpensePriorYear |
| Other Expenses Current Year | 11221845 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29950087 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18497964 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1485255 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1373895 | RevenuesLessExpensesCY |
| Total Assets BOY | 31590867 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 37884591 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -6293724 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | Caritas Christi is a Catholic Health Care System rooted in the history of the Archdiocese of Boston. As a community of health care providers, we affirm Christ's healing ministry, foster excellence in care and commit ourselves to those in need in accordance with the principles of the Catholic Church.Through our programs and services, which cover the spectrum of health care, we affirm the sanctity of life, advocate for the poor and disenfranchised and exercise responsibility for the common good.With just stewardship of our human and material resources, we pledge to strengthen this health care ministry through sound health care practice, research, education and innovation. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17493919 | Expense |
| Revenue | 24784992 | Revenue |
| Description | to provide and offer clinical and other diagnostic services to caritas st. elizabeth's medical center, inc. and to providers of health care affiliated with caritas semc, caritas christi or other health providers. | Description |
| Total Program Service Expense | 17493919 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 0 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 1 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM SULLIVAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6177892366 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 CAMBRIDGE STREET | AddressLine1 |
| City | BRIGHTON | City |
| State | MA | State |
| ZIP Code | 021352997 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ralph de la torre | |||||||
| Secretary | 2.00 | X | 0 | 2256702 | 13374 | ||
| mark rich | |||||||
| asst. treasurer | 2.00 | X | 0 | 689426 | 32535 | ||
| joseph C maher JR ESQ | |||||||
| asst. secretary | 2.00 | X | 0 | 727689 | 20916 | ||
| james J Karam | |||||||
| vice chairMAN | 2.00 | X | 0 | 0 | 0 | ||
| JOHN HOLIVER | |||||||
| President/CEO | 40.00 | X | 0 | 737084 | 28171 | X | |
| Robert Gustafson | |||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | ||
| william sullivan | |||||||
| VP of Finance | 40.00 | 0 | 232125 | 20162 | X | ||
| George Grunwald | |||||||
| lab outreach Director | 40.00 | 0 | 106610 | 1468 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4749636 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 116626 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Mayo Medical Laboratories | |||||
| PO BOX 9146 | minneapolis | MN | 55480 | lab testing | 1072113 |
| quest diagnostics | |||||
| 12558 collections center drive | chicago | IL | 60693 | Lab testing | 682684 |
| now delivery | |||||
| po box 6945 | providence | RI | 02940 | courier service | 571106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Patient Service Re | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 17061877 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17061877 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17061877 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55495 | TotalRevenueColumn |
| Exclusion | $55,495 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6697 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6697 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6697 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6697 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17124069 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17068574 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $55,495 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5732706 | Total |
| Program Services | 4976766 | ProgramServices |
| Management And General | 755940 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4503 | Total |
| Program Services | 2716 | ProgramServices |
| Management And General | 1787 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1417373 | Total |
| Program Services | 1230472 | ProgramServices |
| Management And General | 186901 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121537 | Total |
| Program Services | 73308 | ProgramServices |
| Management And General | 48229 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400 | Total |
| Program Services | 400 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65251 | Total |
| Program Services | 64704 | ProgramServices |
| Management And General | 547 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686122 | Total |
| Program Services | 342328 | ProgramServices |
| Management And General | 343794 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61635 | Total |
| Program Services | 61520 | ProgramServices |
| Management And General | 115 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53086 | Total |
| Program Services | 53086 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22079 | Total |
| Program Services | 20305 | ProgramServices |
| Management And General | 1774 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| purchased services | 3692451 | 3648106 | 44345 |
| Overhead Expenses | 3152605 | 3152605 | |
| chemicals | 2176281 | 2176255 | 26 |
| equipment rental & Main | 703668 | 703383 | 285 |
| lab supplies | 594932 | 584978 | 9954 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13335 | Total |
| Program Services | 402987 | ProgramServices |
| Management And General | -389652 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18497964 | Total |
| Program Services | 17493919 | ProgramServices |
| Management And General | 1004045 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2561925 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1499771 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53516 | BOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172092 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27303563 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31590867 | BOY |
| EOY | 0 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4508833 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33375758 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37884591 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6293724 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6293724 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31590867 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 17124069 | TotalRevenue |
| Total Expenses | 18497964 | TotalExpenses |
| Excess Or Deficit For Year | -1373895 | ExcessOrDeficitForYear |
| Other | $7,667,620 | OtherAmount |
| Total Adjustments | 7667620 | TotalAdjustments |
| Excess Or Deficit Per FS | 6293725 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | FIN 48 Footnote from Caritas Christi's audited financial statements - On October 1, 2007, Caritas Christi adopted ASC 740-10, Accounting for Uncertainty in Income Taxes - an Interpretation of FASB Statement No. 109. ASC 740-10 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken, or expected to be taken, in a tax return. This interpretation also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, and disclosure requirements for uncertain tax positions. The adoption of ASC 740-10 did not have a material impact on Caritas Christi's consolidated financial statements. |
| Part XI, Line 8 - Other Adjustments: | gain on sale of cml & equipment: 29335. transfer to semc: 7638285. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ralph de la torre | |||||||||||||
| 0 | 1294460 | 0 | 500000 | 0 | 462242 | 0 | 7774 | 0 | 5600 | 0 | 2270076 | 0 | 0 |
| mark rich | |||||||||||||
| 0 | 472400 | 0 | 126100 | 0 | 90926 | 0 | 9470 | 0 | 23065 | 0 | 721961 | 0 | 0 |
| joseph C maher JR ESQ | |||||||||||||
| 0 | 485571 | 0 | 126100 | 0 | 116018 | 0 | 4288 | 0 | 16628 | 0 | 748605 | 0 | 0 |
| JOHN HOLIVER | |||||||||||||
| 0 | 524847 | 0 | 107250 | 0 | 104987 | 0 | 9470 | 0 | 18701 | 0 | 765255 | 0 | 0 |
| william sullivan | |||||||||||||
| 0 | 232125 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20162 | 0 | 252287 | 0 | 0 |
Schedule N IRS990ScheduleN
Disposition Table DispositionTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Transfer of Assets, Liabilities, and Net Assets | DescriptionOfAsset |
| Date Of Distribution | 2010-09-06 | DateOfDistribution |
| FMV Of Asset | 7638285 | FMVOfAsset |
| Method Of FMV Determination | Book Value | MethodOfFMVDetermination |
| EIN | 042103722 | EIN |
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caritas St Elizabeth's Medical Center of Boston Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 Cambridge Street | AddressLine1 |
| City | Brighton | City |
| State | MA | State |
| ZIP Code | 02135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501 (c)3 | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 1 | DirectorOfSuccessor2 |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2 |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2 |
| Receive Compensation2 | 0 | ReceiveCompensation2 |
Form990 Schedule N Part III Form990ScheduleNPartIII (2 entries)
| ExplanationExplanation |
|---|
| Part II, Line 2e: Robert Gustafson, Mark Rich, Ralph De La Torre, MD., Joseph C. Maher, Jr., ESQ., James J. Karam, John Holiver |
| Part II, Line 2e: The Directors and Trustees listed maintained their position as Directors and Trustees at St. Anne's Hospital subsequent to the transfer of net assets. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | Caritas Christi is the sole member of the Organization and elects the board of directors. There are no classes of directors. Caritas Christi has the power to remove directors, to fill vacancies, and to increase or decrease the size of the board. |
| Form 990, Part VI, Section A, line 7a | Caritas Christi is the sole member of the Organization and elects the board of directors. There are no classes of directors. Caritas Christi has the power to remove directors, to fill vacancies, and to increase or decrease the size of the board. |
| Form 990, Part VI, Section A, line 7b | Caritas Christi is the sole member of the Organization and elects the board of directors. There are no classes of directors. Caritas Christi has the power to remove directors, to fill vacancies, and to increase or decrease the size of the board. |
| Form 990, Part VI, Section B, line 11 | The organization prepares the Form 990 and the related disclosures with assistance and guidance from its individual tax advisors (CPA firm).The Form 990 is reviewed by the individual entities' and the parent organizations' management teams prior to submission to the board of directors and the IRS. |
| Form 990, Part VI, Section B, line 12c | The organization requires that key employees, members and officers of the board of directors and any member of any committee disclose in writing (and update annually) all business and other relationships which might potentially create a conflict of interest as defined by the policy. The written disclosure shall include an itemization of any substantive conflict of interest for such individual by virtue of his or her activities. The conflict of interest policy is reviewed and communicated to ensure individuals with outside relationships do not inappropriately participate in business decisions of the Organization in which they are not independent. The conflict of interest policy and procedures are currently under review and revision. |
| Form 990, Part VI, Section B, line 15 | All compensation for the CEO and senior executives throughout the system are governed and overseen by the Board of Director's of Caritas Christi, their sole member. The Board established a Compensation Committee, made up of disinterested trustees, who are given the authority to establish compensation for all senior executives. The Compensation Committee performs annual reviews and approves executive compensation. In order to assist the Committee in its responsibilities, the Compensation Committee hires independent, outside compensation consultants to advise the committee on the reasonableness of the overall executive compensation. The Committee works with these consultants to ensure that all compensation is reasonable, meets all regulatory requirements, and is competitive within the relevant market. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Additionally, the organization's financial statements are available on the public charities website maintained by the Commonwealth of Massachusetts Attorney General. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (37 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Caritas St Elizabeth's Medical Center of Boston Inc | |||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 042103622 | Tertiary care hospital and institute of teaching | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas St Elizabeth's Realty Corporation | |||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 043097185 | Real estate holding corporation | MA | 501(c)(2) | Supporter - Type I | Caritas Christi |
| Caritas St Elizabeth's Hospital Foundation Inc | |||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 042745312 | To provide fund-raising and development | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Excell Clinical Laboratories Inc | |||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 043428075 | Provide laboratory services | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas St John of God Hospital Inc | |||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 042135767 | Non-acute hospital care | MA | 501(c)(3) | Hospital | Caritas Christi |
| Saint Anne's Health Care System Inc | |||||||||
| 795 Middle Street | Fall River | MA | 027211798 | 042868825 | Healthcare management services | MA | 501(c)(3) | Supporter - Type II | Caritas Christi |
| Saint Anne's Hospital Corporation | |||||||||
| 795 Middle Street | Fall River | MA | 027211798 | 042104868 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Valley Regional Health System Inc | |||||||||
| 70 East Street | Methuen | MA | 018444597 | 042149321 | To operate a health system and assist hospitals | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Holy Family Hospital Inc | |||||||||
| 70 East Street | Methuen | MA | 018444597 | 222547376 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Valley Regional Medical Services Corporation | |||||||||
| 70 East Street | Methuen | MA | 018444597 | 043256936 | Medical practice operation | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Valley Regional Support Services Inc | |||||||||
| 70 East Street | Methuen | MA | 018444597 | 222546974 | Provides for healthcare delivery in the community | MA | 501(c)(3) | Hospital | Caritas Christi |
| Greater Lawrence Mental Health Center Inc | |||||||||
| 70 East Street | Methuen | MA | 018444597 | 042174895 | Provides outpatient mental health programs | MA | 501(c)(3) | Support Organization | Caritas Christi |
| Caritas Holy Family Hospital Foundation Inc | |||||||||
| 70 East Street | Methuen | MA | 018444597 | 222961708 | Provides fund-raising and development | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Carney Hospital Inc | |||||||||
| 2100 Dorchester Avenue | Dorchester | MA | 021245666 | 043339664 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Laboure College Inc | |||||||||
| 2100 Dorchester Avenue | Dorchester | MA | 021245666 | 042134818 | Institution of higher learning | MA | 501(c)(3) | School | Caritas Christi |
| Caritas Carney Hospital Foundation Inc | |||||||||
| 2100 Dorchester Avenue | Dorchester | MA | 021245666 | 222564685 | Hospital support organization | MA | 501(c)(3) | Support Organization | Caritas Christi |
| Caritas Norwood Hospital Inc | |||||||||
| 800 Washington Street | Norwood | MA | 020623487 | 043397716 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Southwood Hospital Inc | |||||||||
| 111 Dedham Street | Norfolk | MA | 020561666 | 043397713 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Good Samaritan Medical Center Inc | |||||||||
| 235 North Pearl Street | Brockton | MA | 023011794 | 043207333 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Good Samaritan Occupational Health Services Inc | |||||||||
| 75 Stockwell Drive Unit 12 | Avon | MA | 02322 | 043270861 | Provide occupational health services | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Good Samaritan Cancer Center Inc | |||||||||
| 75 Stockwell Drive Unit 12 | Avon | MA | 02322 | 262699726 | Cancer Center | MA | 501(c)(3) | Caritas Christi | |
| Caritas Christi Physician Network Inc | |||||||||
| 77 Warren Street | Brighton | MA | 02135 | 043121287 | Medical services organization | MA | 501(c)(3) | Supported | Caritas Christi |
| Caritas Carney Medical Group Inc | |||||||||
| 2100 Dorchester Avenue | Dorchester | MA | 021245666 | 043065553 | Medical services organization | MA | 501(c)(3) | Supporter - Type II | Caritas Christi |
| Caritas Good Samaritan Medical Practice Corporation Inc | |||||||||
| 235 North Pearl Street | Brockton | MA | 023011794 | 043247817 | Medical services organization | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas St Joseph Nursing Care Center Inc | |||||||||
| 321 Centre Street | Dorchester | MA | 02122 | 042106302 | Long-term nursing care facility | MA | 501(c)(3) | Supported | Caritas Christi |
| Caritas Good Samaritan Hospice Inc | |||||||||
| 310 Allston Street | Brighton | MA | 02146 | 042786305 | Nursing and medical care for the terminally ill | MA | 501(c)(3) | Community Trust | Caritas Christi |
| Caritas Home Care Inc | |||||||||
| 3 Edgewater Drive | Norwood | MA | 02760 | 237258201 | Provides health care services to the terminally ill | MA | 501(c)(3) | Supported | Caritas Christi |
| Neponset Valley Hospice Inc | |||||||||
| 3 Edgewater Drive | Norwood | MA | 02760 | 043167236 | Healthcare services | MA | 501(c)(3) | Hospital | Caritas Christi |
| Norfolk-Bristol Homemaker Services Inc | |||||||||
| 3 Edgewater Drive | Norwood | MA | 02760 | 042935286 | Healthcare services | MA | 501(c)(3) | Supported | Caritas Christi |
| NVHS Management Services Inc | |||||||||
| 800 Washington Street | Norwood | MA | 020623487 | 042762957 | Management services to affiliates | MA | 501(c)(3) | Supporter - Type II | Caritas Christi |
| NVHS Coverage Associates Inc | |||||||||
| 800 Washington Street | Norwood | MA | 020623487 | 043174302 | Provides home care services | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Christi Support Services Inc | |||||||||
| 77 Warren Street | Brighton | MA | 02135 | 043078091 | Therapeutic services | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Christi Diagnostic Support Services Inc | |||||||||
| 77 Warren Street | Brighton | MA | 02135 | 043016178 | Mobile magnetic resonance imaging services | MA | 501(c)(3) | Supporter - Type I | Caritas Christi |
| Caritas Por Cristo Inc | |||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 042696339 | Volunteer medical services organization | MA | 501(c)(3) | Support Organization | Caritas Christi |
| St Margaret's Hospital for Women | |||||||||
| 77 Warren Street | Brighton | MA | 02135 | 042106333 | Acute care hospital | MA | 501(c)(3) | Hospital | Caritas Christi |
| Caritas Christi Inc | |||||||||
| 77 Warren Street | Brighton | MA | 02135 | 042864287 | Management services to affiliates | MA | 501(c)(3) | Supported | Caritas Christi |
| St Anne's Health Care Management Services Inc | |||||||||
| 795 Middle Street | Fall River | MA | 027211798 | 042871297 | Healthcare management services | MA | 501(c)(3) | Supporter - Type II | Caritas Christi |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caritas PET Imaging LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 Warren Street | AddressLine1 |
| City | Brighton | City |
| State | MA | State |
| ZIP Code | 02135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421556663 | EIN |
| Primary Activity | Mobile PET scann services | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caritas Christi | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Caritas Medical Laboratories LLC | ||||||||||||
| 736 Cambridge Street | Brighton | MA | 021352997 | 043101611 | Laboratory | MA | Caritas Christi | C | ||||
| Fall River Management Care Services | ||||||||||||
| 795 Middle Street | Fall River | MA | 027211798 | 042869826 | Healthcare management services | MA | Caritas Christi | C | ||||
| Caritas Valley Regional Ventures Inc | ||||||||||||
| 70 East Street | Methuen | MA | 018444597 | 042835444 | Provides therapy and urgent care services | MA | Caritas Christi | C | ||||
| Caritas New England Initiatives Inc | ||||||||||||
| 800 Washington Street | Norwood | MA | 020623487 | 042798835 | Provides cafeteria services | MA | Caritas Christi | C | ||||
| Healthcare Enterprises | ||||||||||||
| 77 Warren Street | Brighton | MA | 02135 | 043027096 | Management, billing, and collection services to healthcare providers | MA | Caritas Christi | C | ||||
| TRACO | ||||||||||||
| Professional and comprehensive general liability insurance | Caritas Christi | C | PO Box 1051 | Grand Cayman | CJ | CJ | ||||||
| Caritas Christi Network Services Inc | ||||||||||||
| 77 Warren Street | Brighton | MA | 02135 | 043442072 | healthcare management services | MA | caritas Christi | C | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |