2023-08-08T15:07:49-05:00 2022-09-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2021-10-01 510240721 St Michael's Home STMI 2077736471 510 Ocean Avenue Portland ME 04104 Scott Graff Treasurer 2077736471 2023-08-07 1 Scott Graff 999009999 Connor Smart P02285543 2078792100 2023-08-07 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z Bishop Robert P Deeley 510 Ocean Avenue Portland ME 04104 515727 0 0928 X N/A X 1912 ME Assistance to needy children in the Bangor, Maine area. 12 6 0 6 515727 0 0 0 0 0 0 515727 0 0 0 515727 0 0 0 0 0 0 0 0 0 0 283453 0 283453 0 232274 0 232274 0 0 0 232274 X Assistance to needy children in the Bangor, Maine area. 0 1 282369 0 0 St. Michael's Home continued to operate, maintain, and manage a historic building under the ownership and control of the Roman Catholic Diocese of Portland, for the purpose of providing a functional family therapy program in the Bangor, Maine area that includes both clinical and supervision training. During the year covered by this tax return, the Home sold off some of its old property so as to secure additional funding, and to better prepare for future changes in management, operations, services, and governance. 282369 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 ME X Roman Catholic Bishop Portland 2077736471 510 Ocean Avenue Portland ME 04103 Bishop Robert Deeley JCD Incorporator, President 0.10 41.00 X 0 45424 39375 Scott Graff Incorporator, Treasurer 0.40 41.00 X 0 172664 18993 Sister Rita-Mae Bissonnette Incorporator 0.10 41.00 X 0 30171 0 Msgr Marc Caron Incorporator 0.10 41.00 X 0 35295 24081 Msgr Andrew Dubois Incorporator, Victor General 0.10 40.00 X 0 34395 23100 Father Francis Murray Director 0.10 0.00 X 0 17060 0 Mary Lou Armes Director & Incorporator 0.10 0.00 X 0 0 0 Renee Hunter Director 0.10 0.00 X 0 0 0 David Sameulian Director 0.10 0.00 X 0 0 0 Deacon Michael Whalen Director 0.10 0.00 X 0 0 0 Shawn Yardley Incorporator 0.10 0.00 X 0 0 0 Robert P Welch Director & Incorporator, Chair 0.10 0.00 X 0 0 0 0 335009 105549 0 0 1 0 0 515727 0 515727 515727 515727 515727 0 515727 0 84 84 1000 1000 36000 36000 Moving Expenses 246369 246369 283453 282369 1084 0 0 0 0 0 0 0 0 0 0 232274 0 232274 0 0 0 0 X 0 232274 0 0 0 232274 0 232274 232274 0 X 0 0 0 X 27913 27406 31279 12813 0 99411 27913 27406 31279 12813 99411 99411 99411 1.00000 1.00000 X 3017811 -480599 2537212 2482398 548225 12813 3017811 0.00000 1.00000 0.00000 0 1 1 0 Part V, Line 4: The Organization is related to the Roman Catholic Bishop of Portland ("RCBP"). RCBP maintains a Diocesan investment pool which is used to fund and support many programs, operations, and functions of the RCBP and its related organizations. In a previous tax year, the RCBP received a restricted contribution which was to be maintained in perpetuity by the RCBP, and the income of which was to be used specifically to support St. Michael's Home. These restricted contributions to be used for the benefit of St. Michael's Home were deposited and maintained within the Diocesan investment pool, where they continue to be held through the end of this tax year. As a portion of the RCBP Diocesan investment pool is to be set aside to generate income specifically for the benefit of St. Michael's Home and its exempt purpose and charitable operations, St. Michael's Home's share of these funds has been reported on this Form 990, Schedule D, Part V, as endowment funds that are not in possession of the filing organization and that are held and administered by a related organization. Detailed information regarding the Home's share of the funds is only available for the past two tax years. Accordingly, the beginning balance in the prior year tax period ($2,482,398) has been reflected as a prior year contribution; this balance represents the value in the restricted funds administered by the RCBP for the benefit of St. Michael's Home since the original donation was made to the RCBP, and those funds' accumulated investment earnings and program expenditures through the beginning of the prior year. 0 0 0 0 0 0 0 0 0 Scott Graff Incorporator, Treasurer 0 172664 0 0 0 0 0 18993 0 0 0 191657 0 0 Part I, Line 3 St. Michael's Home does not itself directly pay any compensation or benefits to its officers or key executives. However, many of the Organization's Board Members, including its President, are employees or executives with the Roman Catholic Bishop of Portland ("RCBP"), a related organization and significant contributor to the Organization's membership. Accordingly, any compensation and benefits paid to the directors or officers of St. Michael's Home are subject to the compensation and review procedures of the RCBP. Compensation for any professional service-staff or employee is determined through market research and annual increases as approved by the residing Bishop. The residing Bishop, in conjunction with his Priest Council, conducts a review and issues final approval for any compensation paid to persons providing religious services. Form 990, Part III, line 3 During the year covered by this tax return, the Home sold off some of its old property so as to secure additional funding, and to better prepare for future changes in management, operations, services, and governance. Form 990, Part VI, Section A, line 6 St. Michael's Home has a historic and productive relationship with the Roman Catholic Diocese of Portland ("RCDP"). St. Michael's Home's amended bylaws and articles of incorporation set forth that its members shall consist of the following persons and their lawful successors: 1. The person who is the Ordinary of the Roman Catholic Diocese of Portland. 2. The person who is a Vicar General of the Diocese of Portland as appointed by the Ordinary. 3. The person who is the Chancellor of the Diocese of Portland. 4. One other member to be appointed by and to serve at the pleasure of the Ordinary of the Diocese. 5. The person who is the Pastor of Saint Mary's Parish, Bangor, Maine. 6. The person who is the Pastor of St. John's Parish, Bangor, Maine. 7. Three lay members to be chosen by common agreement of the Pastors of Saint Mary's and Saint John's Parishes, Bangor, Maine. Form 990, Part VI, Section A, line 7a St. Michael's Home's amended bylaws and articles of incorporation set forth that its members shall hold the following powers and responsibilities over the Organization's board composition and elections: 1. St. Michael's Home must have a president as an officer on its Board, and such personal shall always be the person who is the Ordinary of the Roman Catholic Diocese of Portland, Maine. 2. The Board of Directors shall be elected to serve for three years by the members 3. All vacancies in the Board of Directors shall be filled by action of the members 4. Members may, by majority vote, remove an individual from the Board of Directors at any time Form 990, Part VI, Section A, line 7b St. Michael's Home's amended bylaws and articles of incorporation set forth that its members shall hold the following powers and responsibilities over the Organization's governance decisions and operations 1. The constitution and bylaws of the Organization may be amended, altered, added to or replaced in whole or in part by an affirmative vote of two-thirds of the members 2. To request special meetings, and to contribute to the quorum for the transaction of business at any regular or special meeting. The general management of the affairs of St. Michael's Home is vested in the Organization's Board of Directors, and it is the Board that is responsible for general plans, procedures, and operations of the Home. Members of the Organization are therefore not generally involved in the regular operations of St. Michael's Home, though the Members do exercise significant control over the Organization's board composition and election. Accordingly, please refer to the narrative for this Form 990, Part V, Line 7a for additional information. Form 990, Part VI, Section B, line 11b The Organization engages an independent public accounting firm to assist in the preparation and review of the Organization's annual Form 990. A draft of the Form 990 is presented to the Organization's Officers, Board of Directors, and the Director of Parish Financial Services and the Department Director and Finance Officer of the Roman Catholic Diocese of Portland, a related controlling organization of the Organization, for their review and approval prior to filing. Form 990, Part VI, Section B, line 12c The Executive Director of the Organization annually collects from all trustees a questionnaire that gathers information on potential conflicts of interest. The conflict of interest policy prohibits any conflicts of interest that are not disclosed. Potential conflicts of interest that are discovered will be referred to the governance committee of the trustees for a decision on the appropriateness of the relevant activity(s) and the relevant trustee's continued tenure on the Board. As of the time of this filing, no conflicts of interest have been discovered. Form 990, Part VI, Section B, line 15 St. Michael's Home does not itself directly pay any compensation or benefits to its officers or key executives. However, many of the Organization's Board Members, including its President, are employees or executives with the Roman Catholic Bishop of Portland ("RCBP"), a related organization and significant contributor to the Organization's membership. Accordingly, any compensation and benefits paid to the directors or officers of St. Michael's Home are subject to the compensation and review procedures of the RCBP. Compensation for any professional service-staff or employee is determined through market research and annual increases as approved by the residing Bishop. The residing Bishop, in conjunction with his Priest Council, conducts a review and issues final approval for any compensation paid to persons providing religious services. Form 990, Part VI, Section C, line 19 Documents that are required to be open for public inspection are made available upon request within the timeframe required by law. Roman Catholic Bishop of Portland 510 Ocean Avenue Portland ME 04103 010212546 Religious Organization ME 501(c)(3) Line 1 N/A 0 Roman Catholic Diocese of Portalnd Diocesan Priests' Medical Benefits Trust 510 Ocean Avenue Portland ME 04103 844223462 Employee Benefit Trust ME 501(c)(9) N/A 0 The Catholic Foundation of Maine 510 Ocean Avenue Portland ME 04104 770612679 Charitable Investment ME 501(c)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0