MONT MARIE HEALTH CARE CENTER INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MONT MARIE HEALTH CARE CENTER INC (EIN 04-3124924)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-31
- IRS object ID
- 201133049349300023
- Schema version
- 2010v3.4
- 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 | 2011-10-31T09:43:13-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043124924 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONT MARIE HEALTH CARE CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 4135386050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 LOWER WESTFIELD RD | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 010402739 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SULLIVAN SSJ | Name |
| Title | PRESIDENT | Title |
| Phone | 4135386050 | Phone |
| Date Signed | 2011-10-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J MORRISON | Name |
| Phone | 6179848100 | Phone |
| Date Prepared | 2011-10-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SR PATRICIA MURPHY SSJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 LOWER WESTFIELD RD | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 010402739 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6586750 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING NURSING HOME SERVICES FOR THE AGED SISTERS AND OTHER PATIENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 165 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 106131 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 118067 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6483646 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6453143 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10747 | InvestmentIncomePriorYear |
| Investment Income Current Year | 15540 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6600524 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6586750 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4142097 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3992264 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 14410 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 14400 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14400 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2754945 | OtherExpensePriorYear |
| Other Expenses Current Year | 2845083 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6911452 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6851747 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -310928 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -264997 | RevenuesLessExpensesCY |
| Total Assets BOY | 3865540 | TotalAssetsBOY |
| Total Assets EOY | 3606810 | TotalAssetsEOY |
| Total Liabilities BOY | 1659798 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1672084 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2205742 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1934726 | NetAssetsOrFundBalancesEOY |
| Mission Description | MONT MARIE HEALTH CARE CENTER, INC., A SPONSORED MINISTRY OF THE SISTERS OF ST. JOSEPH, SERVES THE DEAR NEIGHBOR WITHOUT DISTINCTION WHILE PROVIDING COMPREHENSIVE NURSING CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6289219 | Expense |
| Revenue | 6453143 | Revenue |
| Description | PROVIDING 84 BED NURSING HOME SERVICES FOR THE SISTERS OF SAINT JOSEPH AND OTHER PATIENTS | Description |
| Total Program Service Expense | 6289219 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 165 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | 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 | RACHEL D DIONNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4135386050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 LOWER WESTFIELD RD | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 010402739 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PATRICIA MURPHY SSJ | ||||||
| PRES / EX OFFICIO MEMBER | 1.00 | X | X | 0 | 0 | 0 |
| MAUREEN KERVICK SSJ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THEODORE BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN LAVOIE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY PETISCE SSJ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL BRENNAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAYMOND LACOURSE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHARON KNAPPE SSJ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINE LOVOIE SSJ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY HORGAN SP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD LOWE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM GIROTTI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETTE GOULD SSJ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENISE GRANGER SSJ | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KATHLEEN IMBRUNO SSJ | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARY QUINN SSJ | ||||||
| EX OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLARE LORENZATTI | ||||||
| EX OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH SULLIVAN SSJ | ||||||
| ADMINISTRATOR | 40.00 | X | 110806 | 0 | 0 | |
| RACHEL D DIONNE | ||||||
| DIRECTOR OF FINANCE | 40.00 | X | 54801 | 0 | 0 | |
| RICK ROOT | ||||||
| DIRECTOR OF FINANCE | 20.00 | X | 31550 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 197157 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 81049 | WOBURN | MA | 01813 | DIETARY SERVICES | 879456 |
| PREFERRED THERAPY SOLUTIONS | |||||
| 809 MAIN STREET EAST | HARTFORD | CT | 06108 | REHABILITATION SERVICES | 145733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 118067 | AllOtherContributions |
| Total Contributions | 118067 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLICLY-AIDED | 623000 | 4832144 | 4832144 |
| PRIVATE | 623000 | 1082980 | 1082980 |
| MEDICARE | 623000 | 422551 | 422551 |
| ANCILLARY INCOME | 623000 | 112825 | 112825 |
| OTHER INCOME | 623000 | 2507 | 2507 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136 | TotalRevenueColumn |
| Related Or Exempt Function Income | 136 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6453143 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15540 | TotalRevenueColumn |
| Exclusion | $15,540 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6586750 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6453143 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $15,540 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86351 | Total |
| Management And General | 86351 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3300655 | Total |
| Program Services | 3008136 | ProgramServices |
| Management And General | 292519 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 553 | Total |
| Program Services | 493 | ProgramServices |
| Management And General | 60 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367797 | Total |
| Program Services | 342283 | ProgramServices |
| Management And General | 25514 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236908 | Total |
| Program Services | 211394 | ProgramServices |
| Management And General | 25514 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2410 | Total |
| Management And General | 2410 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20400 | Total |
| Management And General | 20400 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14400 | Total |
| Fundraising | 14400 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1316153 | Total |
| Program Services | 1277856 | ProgramServices |
| Management And General | 38297 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3498 | Total |
| Management And General | 3498 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38212 | Total |
| Management And General | 38212 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15353 | Total |
| Management And General | 15353 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226751 | Total |
| Program Services | 226751 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6351 | Total |
| Program Services | 6351 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1498 | Total |
| Program Services | 1498 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15850 | Total |
| Program Services | 15850 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246700 | Total |
| Program Services | 246700 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72408 | Total |
| Program Services | 72408 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| USER FEES | 554686 | 554686 |
| ANCILLARIES | 185152 | 185152 |
| NURSING EXPENSE | 129396 | 129396 |
| HOUSEKEEPING EXPENSES | 9234 | 9234 |
| DIETRY EXPENSE | 953 | 953 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78 | Total |
| Program Services | 78 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6851747 | Total |
| Program Services | 6289219 | ProgramServices |
| Management And General | 548128 | ManagementAndGeneral |
| Fundraising | 14400 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491570 | BOY |
| EOY | 467140 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26260 | BOY |
| EOY | 8640 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548347 | BOY |
| EOY | 559019 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116997 | BOY |
| EOY | 59035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4531748 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2235285 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2472644 | BOY |
| EOY | 2296463 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199634 | BOY |
| EOY | 206076 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10088 | BOY |
| EOY | 10437 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3865540 | BOY |
| EOY | 3606810 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647205 | BOY |
| EOY | 709319 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49811 | BOY |
| EOY | 20962 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392551 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570231 | BOY |
| EOY | 941803 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1659798 | BOY |
| EOY | 1672084 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2205742 | BOY |
| EOY | 1934726 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2205742 | BOY |
| EOY | 1934726 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3865540 | BOY |
| EOY | 3606810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -264997 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6019 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church170b1 Ai | X | Church170b1Ai |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3589718 | OtherCostOrOtherBasis |
| Depreciation | 1565904 | Depreciation |
| Book Value | 2023814 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 909335 | OtherCostOrOtherBasis |
| Depreciation | 639975 | Depreciation |
| Book Value | 269360 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32695 | OtherCostOrOtherBasis |
| Depreciation | 29406 | Depreciation |
| Book Value | 3289 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2296463 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED PARTIES | $257,932 |
| DUE TO THIRD PARTY PAYORS | $683,500 |
| PAYROLL LIABILITIES (OTHER THAN TAX | $371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 941803 | TotalOfAmounts |
| Total Revenue | 6586750 | TotalRevenue |
| Total Expenses | 6851747 | TotalExpenses |
| Excess Or Deficit For Year | -264997 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6021 | NetUnrealizedGLOnInvestments |
| Other | $2 | OtherAmount |
| Total Adjustments | -6019 | TotalAdjustments |
| Excess Or Deficit Per FS | -271016 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6565495 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6021 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -6021 | RevenueNotRptdF990 |
| Revenue Subtotal | 6571516 | RevenueSubtotal |
| Other Revenues Not Included | 15234 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 15234 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6586750 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6836512 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6836512 | ExpensesSubtotal |
| Other Expenses Not Included | 15235 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15235 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6851747 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ROUNDING 2. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 15,234. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 15,234. ROUNDING 1. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATOR BEFORE SUBMISSION. IT WILL ALSO BE PRESENTED TO THE FINANCE/AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS. | |
| ALL POSITIONS ARE REVIEWED ON AN ANNUAL BASIS, DIRECTORS ARE NOT COMPENSATED | FORM 990, PART VI, SECTION B, LINE 15 | |
| THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | PATRICIA MURPHY, SSJ - 36 LOWER WESTFIELD ROAD, HOLYOKE, MA 01040. MAUREEN KERVICK, SSJ - 24 STERANS TERRACE, CHICOPEE, MA 01013. THEODORE BROWN - 67 MARKET STREET, SPRINGFIELD, MA 01102. SUSAN LAVOIE - 62 RANDOLPH STREET, SPRINGFIELD, MA 01108. MARY PETISCE, SSJ - 34 CASINO AVE, CHICOPEE, MA 01013. MICHAEL BRENNAN - 162 OTIS STAGE RD, BLANFORD, MA 02108. RAYMOND LACOURSE - 62 MAIN STREET, EASTHAMPTON, MA 01027. SHARON KNAPPE, SSJ - 10 WASHINGTON AVE, HOLYOKE, MA 01040. CHRISTINE LOVOIE, SSJ - 86 MECHANIC STREET, WESTFIELD, MA 01085. MARY HORGAN, SP - ONE PROVIDENCE TERR, HOLYOKE, MA 01040. RICHARD LOWE - 36 LOWER WESTFIELD ROAD, HOLYOKE, MA 01040. WILLIAM GIROTTI - 51 PAUCATUCK ROAD, WEST SPRONGFIELD, MA 01089. BETTE GOULD, SSJ - 105 FAIRVIEW AVENUE, CHICOPEE, MA 01013. | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,021. ROUNDING 2. TOTAL TO FORM 990, PART XI, LINE 5: -6,019. | FORM 990, PART XI, LINE 5: |
| THERE HAS BEEN NO CHANGE IN PROCEDURE FROM THE PRIOR PERIOD | FORM 990 LINE 12C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF SPRINGFIELD | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 LOWER WESTFIELD ROAD | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 01040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042218584 | EIN |
| Primary Activities | RELIGIOUS CONGREGATION | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CONGREGATION OF THE SISTERS OF ST JOSEPH OF SPRINGFIELD | ||
| J | 63660 | WRITTEN LEASE FOR RENT |
| CONGREGATION OF THE SISTERS OF ST JOSEPH OF SPRINGFIELD | ||
| O | 67536 | WRITTEN AGREEMENT FOR HUMAN RESOU |
| CONGREGATION OF THE SISTERS OF ST JOSEPH OF SPRINGFIELD | ||
| O | 55728 | WORKERS COMP INSURANCE ACTUAL COS |
| CONGREGATION OF THE SISTERS OF ST JOSEPH OF SPRINGFIELD | ||
| E | 257932 | DEMAND LOAN |