2023-09-28T10:26:19-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 050500899 LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) LINN 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 JOSEPH DURAND DIRECTOR OF FINANCE 4014387210 2023-09-27 1 JOSEPH DURAND 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-09-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINN HEALTH CARE CENTER JOSEPH DURAND 40 IRVING AVENUE EAST PROVIDENCE RI 02914 9409812 0 X WWW.UMELDERCARERI.ORG X 1997 RI LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER), D/B/A LINN HEALTH CARE CENTER, OFFERS SKILLED NURSING HOME CARE, VARIOUS LEVELS OF POST HOSPITAL CARE, ON-SITE REHABILITATION AS WELL AS SHORT AND LONG TERM MEDICAL CARE IN A PRIVATE OR SEMI-PRIVATE ROOM IN A 78 BED EXTENDED CARE FACILITY.SERVICES AT LINN HEALTH CARE CENTER DESIGNATED TO IDENTIFY AND ADDRESS CORE ISSUES SURROUNDING THE SOCIAL, PHYSICAL AND PSYCHOLOGICAL NEEDS OF AN INDIVIDUAL, ENHANCE AND MAXIMIZE INDIVIDUAL FUNCTIONING AND INDEPENDENCE, AND PROVIDE FLEXIBLE TREATMENT OPTIONS TO CATER TO INDIVIDUAL NEEDS. SERVICES INCLUDE POST-OP REHAB CARE, SKILLED NURSING CARE, HOSPICE SERVICES, SHORT AND LONG TERM CARE, RESPITE STAYS, ON-SITE REHABILITATION SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, SOCIAL SERVICE SUPPORT, TRANSPORT SERVICES AND SPIRITUAL CARE. 18 18 210 18 0 0 1852046 2273776 7119920 7122540 16 74 56537 13422 9028519 9409812 0 0 0 0 6089915 6357077 0 0 0 3024725 3156047 9114640 9513124 -86121 -103312 5213427 6067882 5161751 6119518 51676 -51636 X LINN HEALTH AND REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) HAS BEEN ORGANIZED FOR THE PURPOSE OF PROVIDING NURSING CARE, HEALTH CARE, AND OTHER FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED AND CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING. 0 0 7947352 7122540 OPERATION OF A 73 BED NURSING FACILITY FOR THE ELDERLY. THERE WERE 24,616 BED DAYS PROVIDED IN 2022, OF WHICH 18,613 WERE PROVIDED TO MEDICAID PATIENTS, AND 653 TO MEDICARE PATIENTS. 7947352 1 1 0 0 0 0 0 0 1 0 1 0 0 1 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 1 1 0 0 1 X 9 0 1 210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOSEPH DURAND 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 RICHARD GAMACHE CHIEF EXECUTIVE OFFICER 0.00 40.00 X 0 170900 30082 MARY IMONAH RN 55.00 0.00 X 187421 0 10619 DAPHNEY RENE LPN 55.00 0.00 X 122356 0 22954 JOSEPH DURAND DIRECTOR OF FINANCE 5.00 35.00 X 0 113143 28759 JAMIE SANFORD ADMINISTRATOR 40.00 0.00 X 103173 0 28422 SANDRA CULLEN DIRECTOR OF OPERATIONS 0.00 40.00 X 0 103804 18062 KARYSSA SILVA THERAPY DIRECTOR 40.00 0.00 X 117460 0 3658 NANCY WEBB RN 55.00 0.00 X 103390 0 1808 NANCY RUZZO DIRECTOR OF QUALITY & COMP THRU 4/22 30.00 10.00 X 0 39721 6938 JASON PRECIPHS ESQ BOARD MEMBER 2.00 7.00 X 0 0 0 REV DR JAMES MARTIN BOARD MEMBER A/O 06/28/22 1.00 4.00 X 0 0 0 ELIZABETH ROBERTS BOARD MEMBER 2.00 4.00 X 0 0 0 FRANCIS RICHARDS BOARD MEMBER 1.00 4.00 X 0 0 0 JOHN O'ROURKE BOARD MEMBER 2.00 4.00 X 0 0 0 REV JUHEE LEE BOARD MEMBER 0.00 1.00 X 0 0 0 JENNIE HENRIQUES BOARD MEMBER 1.00 4.00 X 0 0 0 JODI GLASS BOARD MEMBER 2.00 5.00 X 0 0 0 BRUCE W GLASS BOARD MEMBER 2.00 4.00 X 0 0 0 BISHOP SUDARSHANA DEVADHAR BOARD MEMBER 0.00 1.00 X 0 0 0 SUSAN ABELY BOARD MEMBER 2.00 6.00 X 0 0 0 ROBERT GAUTHIER BOARD MEMBER 1.00 4.00 X 0 0 0 VALERIE PERRY BOARD MEMBER 1.00 4.00 X 0 0 0 JOCELYNE DEGOUVENAIN BOARD MEMBER A/O 06/28/22 0.00 1.00 X 0 0 0 KEITH JOHNSON BOARD MEMBER THRU 06/28/22 2.00 5.00 X 0 0 0 GALE O'NEIL BOARD MEMBER THRU 06/28/22 2.00 4.00 X 0 0 0 DONALD RIPLEY PRESIDENT 2.00 5.00 X X 0 0 0 MICHAEL COLE VICE PRESIDENT 2.00 6.00 X X 0 0 0 HANNAH BELL-LOMBARDO SECRETARY 2.00 4.00 X X 0 0 0 LAUREN FLORIO TREASURER 2.00 6.00 X X 0 0 0 633800 427568 151302 5 0 1 0 ALDERSBRIDGE COMMUNITITES 40 IRVING AVENUE EAST PROVIDENCE RI 02914 MANAGEMENT SERVICES 334905 1 382936 1885340 5500 2273776 DAILY SERVICE REVENUE 623000 6852534 6852534 ANCILLARY SERVICE 623000 270006 270006 7122540 74 74 OTHER INCOME 623000 13422 13422 13422 9409812 7122540 0 13496 131595 131595 5273561 5002700 270861 121404 112958 8446 352970 328416 24554 477547 444326 33221 334905 334905 5326 5326 177547 177547 233262 84869 148393 88495 88495 75930 75930 205869 205869 3664 3664 5905 5905 19577 19577 115332 115332 290996 133432 157564 HEALTHCARE PROVIDER TAX 388604 388604 PROGRAM SUPPLIES 387656 387656 FOOD 328194 328194 PURCHASED SERVICES 163758 163758 331027 231661 99366 9513124 7947352 1565772 0 678302 311860 1169014 1074939 905340 72563 34410 5695540 4415125 1109713 1280415 2277910 2366843 5213427 6067882 2802675 2638157 10818 8881 522235 479960 1826023 2992520 5161751 6119518 X 41676 -56636 10000 5000 51676 -51636 5213427 6067882 -103312 0 X X 0 1 X 1 0 X 221758 113279 2679238 1841846 2273776 7129897 221758 113279 2679238 1841846 2273776 7129897 7129897 278 79 9 74 440 38262 28998 36382 56544 13422 173608 7303945 34900515 0.97620 0.95250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 38,262. 2019 AMOUNT: $ 28,998. 2020 AMOUNT: $ 36,382. 2021 AMOUNT: $ 56,544. 2022 AMOUNT: $ 13,422. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 48013 48013 2970850 2134746 836104 2553444 2161974 391470 123233 118405 4828 1280415 DUE FROM CENTRALIZED PAYROLL 2366843 2366843 LINE OF CREDIT 52700 DUE TO AFFILIATE 2939820 2992520 X PART IV, LINE 2B: EACH RESIDENT CAN ELECT TO HAVE A PERSONAL NEED ACCOUNT SET UP WITH LINN HEALTH AND REHABILITATION WHERE THEY CAN KEEP THERE PERSONAL ALLOWANCE OR ANY OTHER PERSONAL FUNDS (IF PRIVATE PAY). THE RESIDENTS CAN USE THEIR AVAILABLE FUNDS FOR PERSONAL EXPENSES. PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSTIONS. FOLLOWING IS THE TEXT OF THE FINANCIAL STATEMENT FOOTNOTE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND ITS SUBSIDIARIES AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION AND ITS SUBSIDIARIES HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY INTERNAL REVENUE SERVICE. THE ORGANIZATION AND ITS SUBSIDIARIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION AND ITS SUBSIDIARIES RECOGNIZE INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF INTEREST EXPENSE. 0 0 0 0 0 0 0 1 0 RICHARD GAMACHE CHIEF EXECUTIVE OFFICER 0 155411 0 15489 0 0 0 9628 0 20454 0 200982 0 0 MARY IMONAH RN 169528 0 17893 0 0 0 10619 0 0 0 198040 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS OF THE ORGANIZATION AWARDED JUANA MOREL, CERTIFIED NURSING ASSISTANT, DAPHNEY RENE, LPN, KARYSSA SILVA, THERAPY DIRECTOR, MARY IMONAH, RN, NANCY WEBB, RN, AND JAMIE SANFORD, DIRECTOR OF FINANCE A BONUS IN 2022 FOR PERFORMANCE. SCHEDULE J PART I LINE 3 EXPLANATION THE SOLE MEMBER OF THIS CORPORATION, ALDERSBRIDGE COMMUNITIES' FINANCE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR CHIEF EXECUTIVE OFFICERS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CHIEF EXECUTIVE OFFICER'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. 990, PART V, LINE 2A: SALARIES ARE PAID BY WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) AND ALLOCATED TO RELATED PARTIES BASED UPON TIME WORKED AT RESPECTIVE RELATED PARTY. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JOSEPH DURAND, SANDRA CULLEN, RICHARD GAMACHE, JAMIE SANFORD, AND NANCY RUZZO HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER THROUGH THEIR EMPLOYMENT BY RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B IT IS LINN HEALTH AND REHABILIATION'S (FKA UNITED METHODIST HEALTH CARE CENTER) POLICY THAT ALDERSBRIDGE COMMUNITIES' (FKA UNITED METHODIST ELDER CARE) FINANCE COMMITTEE WILL REVIEW THE IRS FORM 990 THAT IS FILED ON THE ORGANIZATION'S BEHALF. THE FINANCE COMMITTEE WILL REPORT ITS REVIEW TO THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND MANAGER TO PROVIDE AN INITIAL AND THEREAFTER AN ANNUAL CONFLICT OF INTEREST STATEMENT ATTESTING THAT HE OR SHE HAS READ AND IS FAMILIAR WITH THE CONFLICT OF INTEREST POLICY. IN THE CONFLICT OF INTEREST POLICY THEY ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS OR BUSINESS DEALINGS IN WHICH THERE IS THE POTENTIAL FOR A CONFLICT OF INTEREST TO EXIST. THE CHIEF EXECUTIVE OFFICER ENSURES THAT CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL THOSE REQUIRED. IF A CONFLICT OF INTEREST ARISES THEN IT IS REFERRED TO THE EXECUTIVE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR CHIEF EXECUTIVE OFFICERS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMACE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CHIEF EXECUTIVE OFFICER'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. THE CHIEF EXECUTIVE OFFICER REVIEWS ALL MANAGEMENT EMPLOYEES FOR COMPENSATION DECISIONS, WHICH ARE MADE WITHIN THE PARAMETERS ESTABLISHED WITHIN THE BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. ALSO, THE CHIEF EXECUTIVE OFFICER COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE MAIN OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 40 IRVING STREET EAST PROVIDENCE RI 02914 050500898 MANAGES THE OPERATIONS AND FUNDRAISING ACTIVITIES OF RELATED ORGANIZATIONS RI 501(C)(3) LINE 7 N/A 0 ALDERSBRIDGE FOUNDATION (FKA UNITED METHODIST ELDER CARE FOUNDATION) 40 IRVING STREET EAST PROVIDENCE RI 02914 050500900 HANDLES THE INVESTMENTS AND OTHER SUPPORTING ACTIVITIES RI 501(C)(3) 12A, TYPE I ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) 40 IRVING STREET EAST PROVIDENCE RI 02914 050318003 OPERATES A 114 UNIT RETIREMENT AND ASSISTED LIVING CENTER RI 501(C)(3) LINE 10 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 ARBOR HILL ASSISTED LIVING 153 DEAN STREET PROVIDENCE RI 02914 452047960 OPERATES A 53 UNIT ASSISTED LIVING CENTER RI 501(C)(3) LINE 10 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 1 0 0 1 1 1 0 0 0 0 1 0 0 1 0 1 1 1 0 0 ALDERSBRIDGE COMMUNITITES (FKA UNITED METHODIST ELDER CARE) C 382936 CASH ARBOR HILL ASSISTED LIVING E 433446 CASH ALDERSBRIDGE FOUNDATION (FKA UNITED METHODIST ELDER CARE FOUNDATION) E 261620 CASH ALDERSBRIDGE COMMUNITITES (FKA UNITED METHODIST ELDER CARE) E 2297454 CASH ALDERSBRIDGE COMMUNITITES (FKA UNITED METHODIST ELDER CARE) M 507328 CASH ALDERSBRIDGE COMMUNITITES (FKA UNITED METHODIST ELDER CARE) O 2272752 CASH WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) O 94091 CASH