2024-11-12T15:05:03-06:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2023-01-01 042565937 St Joseph Manor Health Care Inc STJO 5085835834 215 Thatcher Street Brockton MA 023023949 James Keane President & CEO 5085835834 2024-11-03 1 0 Connor Smart P02285543 2078792100 2024-11-03 2023 2024-10-15 13:58:12Z James Keane 215 Thatcher Street Brockton MA 023023949 11901994 0 X sjmbrockton.com X 1975 MA Person-centered health care services to people of all faiths in our community. 7 6 164 16 0 0 738942 15313 10442234 11859258 235306 -26470 0 0 11416482 11848101 0 7532 0 0 5288329 6066775 0 0 0 5880199 6128062 11168528 12202369 247954 -354268 6908829 7013998 1744953 1916206 5163876 5097792 Our Catholic ministry of compassionate health care provides a person-centered approach to health and wellbeing. We offer health care services to people of all faiths in our home and within our community. 0 0 11140853 7532 11859258 St. Joseph Manor Health Care, Inc. provided 36,680 days of skilled nursing care to patients from all economic, religious and ethnic groups during 2023. Of these, a total of 27,514 days were provided to Medicaid recipients. 11140853 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 164 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X James Keane President & CEO 5085835834 215 Thatcher Street Brockton MA 023023949 James Keane President & CEO 40.00 0.00 X X 147797 0 6205 Paul Arenburg Trustee 1.00 0.00 X 0 0 0 Richard J Chin Trustee 1.00 0.00 X 0 0 0 Carol Corio Trustee 1.00 0.00 X 0 0 0 Rev Richard Crowley Trustee 1.00 0.00 X 0 0 0 Sr Ruth Dauginikas Trustee (end 12/2023) 1.00 0.00 X 0 0 0 Sr Mary Valliere Trustee 1.00 0.00 X 0 0 0 Angela Cardoso-Fontes Chair 1.00 0.00 X X 0 0 0 Sherry Suttie Director of Nursing 40.00 0.00 X 136168 0 14159 Rose Beliard LPN/RN 40.00 0.00 X 115661 0 25451 399626 0 45815 3 0 1 0 Informatix Health Inc 55 Knapp Center Suite 4B Brockton MA 02301 Nursing services 596218 Health Global Nursing Agency 40 Jane Terrace Brockton MA 02301 Nursing services 516305 JFS Secured Staffing 31 Dover Street Brockton MA 02302 Nursing services 421075 Health Care Services Group Inc PO Box 829677 Philadelphia PA 191829677 Laundry and housekeeping 415140 Covenant Health Inc 40 Shattuck Road 317 Andover MA 01810 Management and consulting 407618 6 9685 5628 15313 Patient services 623000 11763258 11763258 Disability facility rentals 531120 96000 96000 11859258 27423 27423 53893 -53893 -53893 -53893 11848101 11859258 0 -26470 X 7532 7532 154002 138307 15695 4942826 4441844 500982 46645 41271 5374 550485 487062 63423 372817 329864 42953 407618 407618 13368 13368 12103 12103 2641882 2641882 17107 17107 211368 211368 89172 89172 329050 329050 11245 11245 7860 7860 18139 18139 270076 270076 98718 98718 Medicaid user fee 757588 757588 Drugs/medical supplies 471206 471206 Provision for bad debts 419360 419360 Food and dining 352202 352202 12202369 11140853 1061516 0 610816 814785 146383 202926 1723869 1485001 13361 11119 7276 6073991 3395194 2796584 2678797 1421160 1674330 189380 147040 6908829 7013998 830000 921439 656503 424598 258450 570169 1744953 1916206 X 4928282 4899419 235594 198373 5163876 5097792 6908829 7013998 -354268 288184 0 X X 0 1 X 1 0 X 7919 1871808 25485 738942 15313 2659467 11395618 9440005 8804827 10442234 11859258 51941942 11403537 11311813 8830312 11181176 11874571 54601409 0 0 0 54601409 87485 11836 20035 25435 27423 172214 87485 11836 20035 25435 27423 172214 11491022 11323649 8850347 11206611 11901994 54773623 0.99690 0.99730 0.00310 0.00270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 11700 0 0 0 11700 0 Part II-B, Line 1: During the year covered by this tax return, St. Joseph Manor Health Care, Inc. was a member of Leading Age Massachusetts, an industry group that provides services and benefits to their members such as access to professional networks, and support, training, and educational resources. To maintain this membership, St. Joseph Manor Health Care must remit dues and fees back to the association. It is possible that a portion of the dues paid to this association were expended and used on lobbying activities to advance causes related to and in furtherance of the association's members' exempt functions. At this time, St. Joseph Manor Health Care is not aware of what portion of the dues paid during the tax year, if any, was actually expended on lobbying or other similar causes. However, for transparency purposes, St. Joseph Manor Health Care has elected to disclose the total amount of membership dues paid during the tax year on this Schedule C, Part II-B, Line 1f. As this is the total amount of dues paid, it is likely that any portion ultimately used on lobbying purposes was far less than this figure. 235594 15313 52534 198373 140419 103980 8805 235594 255655 25485 140721 140419 53623 209295 7263 255655 55323 7789 854 10343 53623 0.00000 0.00000 1.00000 0 0 259590 259590 2265261 998758 1266503 2572731 1803372 769359 683833 566778 117055 292576 26286 266290 2678797 Investment in Covenant Health Investment Trust 1674330 F 1674330 Medicaid obligations 213333 Resident funds liabilities 46604 Professional loss reserves 42998 Due to affiliates 267234 570169 X Part V, Line 4: The Organization's current endowment funds are to be used for painting rooms and hallways, and general maintenance; rehabilitation rooms and equipment; educational programs; rehabiliation activities; and to the Organization's Mission and Chapel spaces. Part X, Line 2: Covenant and its member organizations are considered not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. The System has evaluated the position taken on its filed tax returns. The System has concluded no uncertain income tax positions exist at December 31, 2023. 1 Education Assistance Programs, Grants, and Scholarships 7 6130 Employee Emergency and Hardship Assistance Programs 2 1402 Part I, Line 2: Funded by Covenant Health, Inc., the parent of St. Joseph Manor Health Care, Inc., the Organization may from time-to-time award employees scholarships, grants, and other forms of educational assistance to advance their professional development and to improve their skills. These programs advance the Organization's charitable mission twofold: (1) by investing in its workforce, these programs further bolster the Organization's ability to offer skilled nursing and care services, and (2) the programs help improve the livelihood and wellbeing of the Organization's employees and its community. Such scholarships are awarded based on multiple factors, including financial need, merit, and the applicant's commitment to advancing their professional and health service skills. The Scholarships are funded by endowments and as resources are available within the Organization and the Covenant Health System. Additionally, the Organization may from time-to-time provide emergency financial assistance and support to employees and their families who demonstrate a personal hardship and need. Such awards are made on a case-by-case basis based on need the Organization's ability to offer such assistance. 0 0 0 0 0 0 0 1 0 James Keane President & CEO 147320 0 0 0 477 0 4459 0 1746 0 154002 0 0 0 Sherry Suttie Director of Nursing 134904 0 25 0 1239 0 4122 0 10037 0 150327 0 0 0 Part I, Line 3 Any compensation paid to the trustees, directors, officers or key employees of the Organization is subject to the oversight and decisions of Covenant Health, a related tax-exempt organization. Every two-to-three years the Compensation Committee of the Covenant Health Board of Directors engages an external consultant to provide competitive market data from various survey sources, which is then used to develop recommendations for changes to the compensation program. Since 2003, the Compensation Committee has engaged a human resources consultant to conduct this analysis. Objectives of the analysis are to assess the compositeness of the total cash compensation levels of the senior leadership team, develop market based competitive salary ranges for all executive positions, and ensure that the annual incentive opportunities, if there are any, are competitive and reasonable. Part I, Line 7 A Compensation Committee recommends the variable pay award that may be issued to qualifying employees and officers. The payment of the award is discretionary and is subject to meeting the pre-determined goals of the Organization. Form 990, Part VI, Section A, line 6 Covenant Health, Inc. is the sole corporate member of the Organization. Form 990, Part VI, Section A, line 7a As the sole corporate member of the Organization, Covenant Health, Inc. retains the ability to elect and remove the Organization's board of directors with or without cause. Form 990, Part VI, Section A, line 7b As the sole corporate member of the Organization, Covenant Health, Inc. has the following powers and rights over the Organization and its subsidiaries as outlined in the Organization's bylaws: 1. To approve any change in the written statements of philosophy and mission; 2. To amend and to repeal the organizing and governing documents; 3. To elect the Board of Directors or remove them with or without cause; 4. To appoint and remove the president; 5. To ratify the Board of Director's election of the Chair of the Board; 6. To approve all plans of merger, consolidation, reorganization, dissolution, or the sale, lease assignment, or transfer of substantially all of the assets, or the purchase or acquisition of an interest in any corporation, partnership, joint venture, or other entity; 7. To approve all long-range strategic plans before implementation; 8. To approve the acquisition, sale, or encumbrance of any real estate valued in excess of an amount set by the Member in writing; 9. To approve all capital budgets and non-budgeted expenses in excess of an amount set by the Member in writing; 10. To approve all debt in excess of limits set by the Member in writing; 11. To appoint the auditors; 12. To approve the sale, assignment, or transfer of any equity interest or membership interest in any subsidiary; 13. To approve any reclassification or other change of any capital stock or other equity security; and, 14. To approve the issuance of, or the creation of any obligation to issue, any equity security. Form 990, Part VI, Section B, line 11b The Form 990 is provided to the governing body for their review and approval prior to filing. Form 990, Part VI, Section B, line 12c This process is the responsibility of the Compliance Officer. A conflict of interest disclosure form is submitted to all leadership, board members, board committee members, employed physicians, medical directors and certain employees in key positions annually to be completed. Reminders are sent to all persons of interest to ensure that all conflict of interest disclosure forms are completed and collected. Form 990, Part VI, Section B, line 15 Any compensation paid to the trustees, directors, officers or key employees of the Organization is subject to the oversight and decisions of Covenant Health, a related tax-exempt organization. Every two-to-three years the Compensation Committee of the Covenant Health Board of Directors engages an external consultant to provide competitive market data from various survey sources, which is then used to develop recommendations for changes to the compensation program. Since 2003, the Compensation Committee has engaged a human resources consultant to conduct this analysis. Objectives of the analysis are to assess the compositeness of the total cash compensation levels of the senior leadership team, develop market based competitive salary ranges for all executive positions, and ensure that the annual incentive opportunities, if there are any, are competitive and reasonable. Form 990, Part VI, Section C, line 19 The Organization's Form 990, governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The Organization's Form 990 is also made available on the website of its parent organization, Covenant Health, at the following web address: https://www.covenanthealth.net/financials/ Form 990, Part IX, line 11g Pharmacy and medical services: Program service expenses 2,021,163. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,021,163. Consulting services: Program service expenses 6,600. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,600. Maintenance and janitorial contractors: Program service expenses 68,112. Management and general expenses 0. Fundraising expenses 0. Total expenses 68,112. Other outside purchased services: Program service expenses 546,007. Management and general expenses 0. Fundraising expenses 0. Total expenses 546,007. Form 990, Part XII, Line 2c: The audit process has not changed from the previous year. Alternative Health Services 360 Broadway Bangor ME 04402 010422885 Home health and hospice ME 501(c)(3) Line 10 St Joseph Healthcare Foundation 0 Bangor Nursing and Rehabilitation Center 103 Texas Avenue Bangor ME 04401 010538534 Long-term care nursing facility ME 501(c)(3) Line 10 Covenant Health Inc 0 CHS of Waltham Inc dba Maristhill Nursing & Rehab Center 66 Newton Street Waltham MA 02453 043333609 Nursing home and restorative facility MA 501(c)(3) Line 10 Covenant Health Inc 0 CHS of Worcester Inc dba St Mary Care Center 39 Queen Street Worchester MA 01610 043419625 Nursing home and restorative facility MA 501(c)(3) Line 10 Covenant Health Inc 0 Community Clinical Services PO Box 7291 Lewiston ME 04243 010409788 Physician practice ME 501(c)(3) Line 10 St Mary's Health System 0 Covenant Health Foundation Inc 40 Shattuck Road 317 Andover MA 01810 800199674 Charitable foundation MA 501(c)(3) Line 12a, I Covenant Health Inc 0 Covenant Health Investment Trust 40 Shattuck Road 317 Andover MA 01810 046835128 Investment trust MA 501(c)(3) Line 12a, I Covenant Health Inc 0 Covenant Health Inc 40 Shattuck Road 317 Andover MA 01810 222484505 Health care management and resource organization MA 501(c)(3) Line 10 N/A 0 Fanny Allen Corporation Inc 40 Shattuck Road 317 Andover MA 01810 222495808 Charitable foundation VT 501(c)(3) Line 12a, I Covenant Health Inc 0 Fanny Allen Holdings Inc 40 Shattuck Road 317 Andover MA 01810 030181052 Real estate holding company VT 501(c)(3) Line 12a, I Covenant Health Inc 0 Helping Hands of St Marguerite Inc 799 Concord Avenue Cambridge MA 02138 800199674 Private home-care health services MA 501(c)(3) Line 10 Covenant Health Inc 0 M & J Company 360 Broadway Bangor ME 04402 222480150 Lease holding company ME 501(c)(2) St Joseph Healthcare Foundation 0 Mary Immaculate Guild Inc 172 Lawrence Street Lawrence MA 01841 463073987 Supporting grants and donations MA 501(c)(3) Line 12a, I Covenant Health Inc 0 MI Adult Day Health Care Center Inc 189 Maple Street Lawrence MA 01841 042921888 Adult day care services MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Management Inc 172 Lawrence Street Lawrence MA 01841 042857794 Assisted living services MA 501(c)(3) Line 12a, I Covenant Health Inc 0 MI Nursing Restorative Center Inc 172 Lawrence Street Lawrence MA 01841 042104851 Nursing home and restorative facility MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Residential Community Inc 189 Maple Street Lawrence MA 01841 042647207 HUD low income housing MA 501(c)(3) Line 10 Covenant Health Inc 0 MI Transportation Inc 189 Maple Street Lawrence MA 01841 042921889 Elderly transportation services MA 501(c)(3) Line 10 Covenant Health Inc 0 Mount St Rita Health Centre 15 Sumner Brown Road Cumberland RI 02864 050342330 Nursing home RI 501(c)(3) Line 10 Covenant Health Inc 0 Neighborhood Housing Initiative PO Box 7291 Lewiston ME 04243 010539730 Affordable housing services ME 501(c)(3) Line 10 St Mary's Health System 0 Penacook Place Inc 150 Water Street Haverhill MA 01830 237090088 Nursing home MA 501(c)(3) Line 10 Covenant Health Inc 0 Souhegan Nursing Association 24 North River Road Milford NH 03055 020222795 Home health and hospice NH 501(c)(3) Line 10 St Joseph Hospital of Nashua NH Inc 0 St Joseph Ambulatory Care Inc 360 Broadway Bangor ME 04402 222480373 Physician practice ME 501(c)(3) Line 10 St Joseph Healthcare Foundation 0 St Andre Health Care 407 Pool Street Biddeford ME 04005 010342399 Nursing home and restorative facility ME 501(c)(3) Line 10 Covenant Health Inc 0 St Joseph Healthcare Foundation 360 Broadway Bangor ME 04402 222480149 Healthcare foundation ME 501(c)(3) Line 10 Covenant Health Inc 0 St Joseph Hospital 360 Broadway Bangor ME 04402 010212435 Hospital and health care facility ME 501(c)(3) Line 3 St Joseph Healthcare Foundation 0 St Joseph's Hospital of Nashua NH Inc 172 Kinsley Street Nashua NH 03061 020222215 Hospital and health care facility NH 501(c)(3) Line 3 Covenant Health Inc 0 St Mary's D'Youville Pavilion PO Box 7291 Lewiston ME 04243 010211558 Nursing home and restorative facility ME 501(c)(3) Line 10 St Mary's Health System 0 St Mary's Health System PO Box 7291 Lewiston ME 04243 222504349 Hospital and health care facility ME 501(c)(3) Line 12a, I Covenant Health Inc 0 St Mary's Regional Medical Center PO Box 7291 Lewiston ME 04243 010211551 Hospital and health care facility ME 501(c)(3) Line 3 St Mary's Health System 0 St Mary's Residences PO Box 7291 Lewiston ME 04243 222504356 Low income housing ME 501(c)(3) Line 10 St Mary's Health System 0 St Mary's Villa Nursing Home Inc 675 St Marys Villa Road Moscow PA 18444 232057177 Nursing home and restorative facility PA 501(c)(3) Line 10 Covenant Health Inc 0 The Surgicenter at St Joseph Hospital Inc 172 Kinsley Street Nashua NH 03061 020222215 Healthcare and surgery center NH 501(c)(3) Line 10 St Joseph Hospital of Nashua NH Inc 0 Youville Hospital and Rehabilitation Center Inc 1575 Cambridge Street Cambridge MA 02138 043239563 Hospital and health care facility MA 501(c)(3) Line 10 Youville Lifecare Inc 0 Youville House Inc 1573 Cambridge Street Cambridge MA 02138 043239593 Assisted living services MA 501(c)(3) Line 10 Youville Lifecare Inc 0 Youville Lifecare Inc 1575 Cambridge Street Cambridge MA 02138 042103582 Hospital and health care facility MA 501(c)(3) Line 10 Covenant Health Inc 0 Youville Place 10 Pelham Road Lexington MA 02421 043297834 Assisted living services MA 501(c)(3) Line 10 Covenant Health Inc 0 Campus Holding PO Box 7291 Lewiston ME 04240 010406049 Holding company ME N/A C 0 Covenant Health Insurance LTD PO Box 69 Grand Cayman CJ KY1-1102 043360127 Self-insurance company CJ N/A C 0 GNM Corporation 172 Kinsley Street Nashua NH 03060 020400550 Real estate holding company NH N/A C 0 SJ Physicians Services 172 Kinsley Street Nashua NH 03060 020522234 Physician practice NH N/A C 0 St Joseph Corporate Services Inc 172 Kinsley Street Nashua NH 03060 020405197 Holding company NH N/A C 0 Strauss Incorporated 360 Broadway Bangor ME 04402 010391369 Repairs and transcriptions ME N/A C 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 1 0 0