2023-08-04T08:49:56-05:00 2022-09-30 990 2021-10-01 010339489 St Joseph's Rehabilitation & Residence STJO 2077970600 1133 Washington Avenue Portland ME 04103 Chris Coon Treasurer 2077970600 2023-07-17 Chris Coon 999009999 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Chris Coon 1133 Washington Avenue Portland ME 04103 19326213 0 X https://mainehealth.org/saint-josephs X 1972 ME Nursing facility offering post-acute and long-term care for the elderly. Though the facility was licensed for 121 beds, an emergency waiver was granted during the tax year to increase the number of beds to 171 due to the COVID-19 pandemic. 7 0 134 3 0 0 791385 1897680 11391094 17361978 2943 -4385 890 0 12186312 19255273 0 0 0 0 6126445 6425945 0 0 0 8389595 26717472 14516040 33143417 -2329728 -13888144 7806852 10966663 13830883 30899771 -6024031 -19933108 X Saint Joseph's Rehabilitation & Residence provides a range of highquality residences and health care services for seniors andindividuals with serious health needs. Our committment is to provide(continued on Schedule O)a home-like environment where both needs are met with respect, care and compassion. 0 0 31041461 17356218 Saint Joseph's Rehabilitation & Residence operates a 121 bed licensed nursing facility (beds were increased to 171 during the tax year via an emergency waiver due to the COVID-19 pandemic). Our commitment is to provide a home-like environment where both 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. 31041461 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 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 19 0 1 134 1 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 ME X Chris Coon 2076626213 22 Bramhall Street Portland ME 04102 Heidi Wierman MD Associate Medical Dir, MMP/Director 1.00 50.00 X 0 240175 81996 Kary Franchetti Sr Dir-Practice Ops, MH/Director 1.00 50.00 X 0 119011 28697 Jennifer McCarthy Chief Operating Offcr, MMC/Director 1.00 50.00 X 0 717867 30326 Dan Meyer Associate Medical Dir,MMP/Director 1.00 50.00 X 0 303284 62949 Omar Hasan Chief Quality Offcr, MH/Former Dir 1.00 50.00 X 0 602066 47546 Maureen Van Benthuysen CAO Service Lines, MMC/Chair 1.00 50.00 X X 0 577510 85060 Chris Coon VP-Finance, MH/Treasurer 1.00 50.00 X X 0 288742 54502 Michelle Bush Corporate Counsel, MH/Secretary 1.00 50.00 X X 0 160490 38675 Peggy Farrington Former Administrator 50.00 0.00 X 114879 0 18483 Susan Maxwell Former Director of Nursing 50.00 0.00 X 124811 0 9841 Beth Kelsch General Counsel, MH/Former Secretary 1.00 50.00 X 0 539809 73751 239690 3548954 531826 2 1 1 0 0 1897580 100 1897680 Net Patient Service Revenue 623000 17356228 17356228 Other Patient Service Revenue 623990 5750 5750 17361978 1375 1375 65180 70940 -5760 -5760 -5760 19255273 17356218 0 1375 X 13553 13553 5289656 4573104 716552 740334 640202 100132 382402 329869 52533 447934 447934 9570 9570 22800 22800 22007279 21683338 323941 268478 159643 108835 173592 173592 599609 574758 24851 14809 14809 274678 274678 52429 52429 Medical Supplies 1791847 1791847 Provider Tax 1014022 1014022 40425 40425 33143417 31041461 2101956 0 1295497 1829404 1061466 2213 814317 4401784 48431 48463 97291 24079 12451556 8758057 3672767 3693499 0 54560 0 59442 715000 715000 102083 138219 7806852 10966663 971101 2588918 919418 388999 100410 126951 92687 0 11747267 27794903 13830883 30899771 X -6172485 -20081562 148454 148454 -6024031 -19933108 7806852 10966663 -13888144 -20933 0 X 0 1 X 1 0 X 7929 577 410734 791385 1897680 3108305 13528201 11653146 12285849 11391094 17361978 66220268 13536130 11653723 12696583 12182479 19259658 69328573 0 0 0 69328573 5767 2684 3218 3833 1375 16877 5767 2684 3218 3833 1375 16877 138858 138858 13680755 11656407 12699801 12186312 19261033 69484308 0.99780 0.99730 0.00020 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2723 2723 0 Part II-B, Line 1: During the tax year, the organization paid dues to the Maine Health Care Association and the American Health Care Association, a portion of these dues are attributable to lobbying expenses. 0 1 X 142047 -25832 116215 113810 28237 142047 102000 11810 113810 102000 102000 140037 38037 102000 0.00000 0.86000 0.14000 0 1 1 2073700 2073700 4822127 4075034 747093 4794169 3992584 801585 761560 690439 71121 3693499 Due to Affiliates 27638114 Due to State 156789 27794903 X Part IV, Line 2b: St. Joseph's Rehabilitation 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 X, Line 2: FIN 48 Footnote The Internal Revenue Service has previously determined that the System and its subsidiaries (except Maine Medical Partners (MMP) (a subsidiary of MaineHealth) are organizations as described in Section 50l(c)(3) of the Internal Revenue Code (IRC) and are exempt from federal income taxes on related income pursuant to Section 50l(a) of the IRC. The System recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. The System did not recognize the effect of any income tax positions in either 2022 or 2021. 0 0 0 0 0 0 0 0 0 Heidi Wierman MD Associate Medical Dir, MMP/Director 0 219255 0 0 0 20920 0 46344 0 35652 0 322171 0 0 Jennifer McCarthy Chief Operating Offcr, MMC/Director 0 512265 0 126984 0 78618 0 11600 0 18726 0 748193 0 0 Dan Meyer Associate Medical Dir,MMP/Director 0 290614 0 0 0 12670 0 32978 0 29971 0 366233 0 0 Omar Hasan Chief Quality Offcr, MH/Former Dir 0 408564 0 94721 0 98781 0 11600 0 35946 0 649612 0 0 Maureen Van Benthuysen CAO Service Lines, MMC/Chair 0 325189 0 69184 0 183137 0 47879 0 37181 0 662570 0 0 Chris Coon VP-Finance, MH/Treasurer 0 226441 0 40215 0 22086 0 36233 0 18269 0 343244 0 0 Michelle Bush Corporate Counsel, MH/Secretary 0 160086 0 0 0 404 0 7892 0 30783 0 199165 0 0 Beth Kelsch General Counsel, MH/Former Secretary 0 432428 0 84088 0 23293 0 38505 0 35246 0 613560 0 0 Form 990, Part I, Line 3 Top management officials are compensated by related organizations. These organizations used one or more of the methods shown at Part I, Line 3 to establish the compensation of top management. See description of process in Schedule O - Form 990, Part VI, Section B, Line 15 - Compensation for Top Official. Form 990, Part VI, Section A, line 6 MaineHealth (EIN #01-0238552) is the organization's sole member. Form 990, Part VI, Section A, line 7a Elected Trustees shall be elected annually by the MaineHealth Board of Trustees, acting as the sole corporate member. Form 990, Part VI, Section A, line 7b The exercise of the following powers by the Board of Trustees of the Corporation shall be subject to the approval of the corporate member and additionally the corporate member's sole corporate member, MaineHealth Services: 1. adoption of the annual capital and operating budgets, including modifications thereof; 2. approval of any business, marketing and strategic plans, including modifications thereof; 3. authorization for debt incurred, assumed, or guaranteed by the Corporation in excess of $1,000,000, other than as provided for in annual capital and operating budgets; 4. authorization for any acquisition, disposition, organization or investment by the Corporation in any other corporation, partnership, limited liability company or joint venture; 5. authorization for any sale, assignment, transfer, mortgage or encumbrance of any properties or assets of the Corporation having an aggregate value in excess of $1,000,000, including capitalized leases exceeding $1,000,000 in debt obligation; 6. authorization for any merger or consolidation involving the Corporation as a constituent entity or any sale or other disposition of substantially all of the assets of the Corporation; 7. authorization for the institution of any bankruptcy, insolvency or reorganization proceedings; 8. authorization for the capital investment in an individual, entity or project in the form of cash or either tangible or intangible property in excess of $1,000,000; 9. adoption of any amendments and modifications to the Articles of Incorporation of the Corporation. The approval of the corporate member but not MaineHealth Services shall be required for the exercise of the following powers by the Board of Trustees of the Corporation: 1. authorization for debt incurred, assumed, or guaranteed by the Corporation in excess of $100,000 (but not exceeding $1,000,000), other than as provided for in annual capital and operating budgets; 2. authorization for any sale, assignment, transfer, mortgage or encumbrance of any properties or assets of the Corporation having an aggregate value in excess of $100,000 (but not exceeding $1,000,000), including capitalized leases exceeding $100,000 in debt obligation; 3. authorization for the capital investment in an individual, entity or project in the form of cash or either tangible or intangible property in excess of $100,000 (but not exceeding $1,000,000); 4. authorization for developing, implementing, or terminating programs and services other than those included within any approved strategic or financial plan; 5. selection of the individual serving as Administrator; 6. adoption of the Corporation's Bylaws and any amendments and modifications to the Corporation's Bylaws; 7. authorization for the commencement of litigation other than routine collection actions; and 8. initial entry into or renewal of any management services agreement. Form 990, Part VI, Section B, line 11b The 990 was reviewed by the Board Treasurer and made available to the full Board prior to filing. 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 Administrator 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 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 Documents that are required to be open for public inspection are made available upon request. Form 990, Part IX, line 11g Contract Services - Medical: Program service expenses 21,638,246. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,638,246. Consulting - Financial: Program service expenses 0. Management and general expenses 204,194. Fundraising expenses 0. Total expenses 204,194. Fees - Billing: Program service expenses 0. Management and general expenses 100,000. Fundraising expenses 0. Total expenses 100,000. Fees - External Medical Director: Program service expenses 42,654. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,654. Contract Services - Payroll: Program service expenses 0. Management and general expenses 16,897. Fundraising expenses 0. Total expenses 16,897. Contract Services - Pastoral Care: Program service expenses 0. Management and general expenses 2,850. Fundraising expenses 0. Total expenses 2,850. Ambulance Services: Program service expenses 2,438. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,438. MaineHealth 22 Bramhall Street Portland ME 04102 010238552 Hospital ME 501(c)(3) Line 3 MaineHealth Services 0 Maine Medical Center Realty Corp 22 Bramhall Street Portland ME 04102 010434215 Property management ME 501(c)(3) Line 12a, I MaineHealth 0 MaineHealth Services 110 Free Street Portland ME 04101 010431680 Healthcare ME 501(c)(3) Line 12c, III-FI N/A 0 Western Maine Multi-Medical Specialists 181 Main Street Norway ME 04268 010489824 Physician practices ME 501(c)(3) Line 10 MaineHealth 0 LincolnHealth Cove's Edge 35 Miles Street Damariscotta ME 04543 010382340 Healthcare ME 501(c)(3) Line 3 MaineHealth 0 LincolnHealth Medical Partners Inc 35 Miles Street Damariscotta ME 04543 263878235 Physician practices ME 501(c)(3) Line 7 MaineHealth 0 Quarry Hill 4 White Street Rockland ME 04841 010213976 Long term care ME 501(c)(3) Line 10 MaineHealth 0 Healthy Community Coalition Inc 131 Franklin Health Commons Farmington ME 04938 223305743 Community services ME 501(c)(3) Line 7 MaineHealth 0 Community Health and Nursing Services 60 Baribeau Drive Brunswick ME 04011 010211546 Home health ME 501(c)(3) Line 10 MaineHealth 0 Mid Coast Geriatric Services Corporation 123 Medical Center Drive Brunswick ME 04011 010496221 Home health ME 501(c)(3) Line 10 MaineHealth 0 Western Maine Nursing Home Inc 181 Main Street Norway ME 04268 222842655 Nursing home ME 501(c)(3) Line 10 MaineHealth 0 Maine Medical Partners 22 Bramhall Street Portland ME 04102 010442142 Healthcare ME N/A C 0 Waldo County Healthcare Mgmt Co PO Box 287 Belfast ME 04915 010485133 Management services ME N/A C 0 PBH Management Company PO Box 287 Belfast ME 04915 010537278 Management services ME N/A C 0 Mid Coast Health Management Corp 123 Medical Center Drive Brunswick ME 04011 010429598 Management services ME N/A C 0 Mid Coast Medical Group 123 Medical Center Drive Brunswick ME 04011 010484592 Healthcare ME N/A C 0 Thorton Oaks Development Corp 123 Medical Center Drive Brunswick ME 04011 010448411 Management services ME N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1