2011-02-14T10:53:25-06:00 2010-06-30 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2009-07-01 010339489 St Joseph's Manor STJO 2077970600 1133 Washington Avenue Portland ME 04103 David Hamlin 2077970600 2011-02-11 1 Barbara J McGuan CPA 2077752387 2011-02-11 2009 2016-02-24 21:20:13Z David Hamlin 1133 Washington Avenue Portland ME 04103 16593581 0 0928 X www.saintjosephsmanor.org X 1972 ME 121 bed nursing facility & 44 bed residential care home for the elderly. 9 9 273 37 0 0 9314 1398 10949595 16540197 54284 40611 101177 7124 11114370 16589330 0 0 7094406 7167301 0 0 4513742 8957537 11608148 16124838 -493778 464492 5889418 6029799 3317315 3147365 2572103 2882434 Saint Joseph's Manor 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 15497964 16540197 Saint Joseph's Manor 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. 15497964 1 0 0 1 0 0 0 1 0 1 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 1 13 0 273 1 0 0 0 0 0 0 0 0 0 9 9 0 1 0 0 1 0 1 1 1 0 0 1 1 1 1 1 0 1 1 0 X Caryn Couture 2077970600 1133 Washington Avenue Portland ME 04103 Rene Daniel 2.00 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 Sr Ellen Turner 1.00 X 0 0 0 David Twomey 3.00 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 Carolyn Kasabian 1.00 X X 0 0 0 Craig Foster 1.00 X 0 0 0 Colleen Hilton 1.00 X X 0 0 0 David Hamlin 40.00 X 59745 0 0 Bishop Richard J Malone 1.00 X 0 0 0 Ronald Tardiff 40.00 X 144610 0 0 Donald Fecteau 40.00 X 50174 0 0 204355 0 0 1 1 0 1 Peoplefirst Rehabilitation PO Box 277365 Atlanta GA 303847365 Therapy Services 633920 Catholic Health East 3805 West Chester Pike Suite 100 Newtown Square PA 19073 Management Fee 376113 Diversified Staffing PO Box 83238 Woburn MA 01813 Medical Staffing 124785 3 1398 1398 Routine Services 623000 14243692 14243692 Ancillary Services 623000 2253796 2253796 Miscellaneous Income 623000 42709 34218 8491 16540197 40611 40611 11375 4251 7124 7124 7124 16589330 16531706 0 56226 625798 448738 177060 5338738 5338738 39658 39658 703666 703666 459441 459441 449814 449814 13642 13642 43490 43490 1132111 1132111 3222 3222 1269714 1269714 53841 53841 342871 342871 19463 19463 62256 62256 266151 266151 123552 123552 Contractual Adjustments 4209387 4209387 Provider Tax 652129 652129 Bad Debt Expense 315894 315894 16124838 15497964 626874 0 9314 1070 640580 2566864 1045507 1491863 19173 15922 26211 16610 9728355 7994861 1710580 1733494 42203 49855 2367168 28682 24832 0 129289 5889418 6029799 2057025 1427632 170473 129289 1089817 1089875 0 500569 3317315 3147365 X 2371766 2678339 100337 104095 100000 100000 2572103 2882434 5889418 6029799 X 0 1 1 X 1 1 X 113331 17702 33192 9314 1398 174937 10008675 10236776 10539017 11050772 16540197 58375437 10122006 10254478 10572209 11060086 16541595 58550374 0 0 0 58550374 94745 156082 154905 54284 51986 512002 94745 156082 154905 54284 51986 512002 10216751 10410560 10727114 11114370 16593581 59062376 0.99130 0.00870 X 0 0 0 0 0 0 0 0 1 3683 3683 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: The Organization pays dues to various associations, a portion of which are attributable to lobbying expenses. 0 1 506605 506605 3971237 3151305 819932 4544968 4171190 373778 705545 672366 33179 1733494 Estimated Third-Party Payor Settlements 138142 Due to State of Maine 362427 500569 16589330 16124838 464492 16312 -170473 -154161 310331 12400506 16312 4251 20563 12379943 4209387 4209387 16589330 11919702 4251 4251 11915451 4209387 4209387 16124838 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: 4251. Part XII, Line 4b - Other Adjustments: Contractual Adjustments: 4209387. Part XIII, Line 2d - Other Adjustments: Rental Expenses: 4251. Part XIII, Line 4b - Other Adjustments: Contractual Adjustments: 4209387. X X X 0 0 0 0 0 0 0 0 0 Ronald Tardiff 144610 0 0 0 0 0 0 0 0 0 144610 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: $59,745 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 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 an executive 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. Form 990, Part XI, Line 2c: Oversight of Audit The audit process has not changed from the prior year. Form 990, Schedule A, Line 9: Reason for Public Charity Status The Organization has changed its public charity status from an organization described on Schedule A, Part I, Line 7 to an organization as described on Schedule A, Line 9, as this is a more accurate reflection of the Organization's activities and public charity status. As substantiation of this change, the Organization is also required to complete the support test on Schedule A, Page 3, Part III. 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 1 0