2020-11-12T10:59:28-06:00 2019-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2019-01-01 042140119 SACRED HEART HOME SACR 5089966751 359 SUMMER STREET NEW BEDFORD MA 02740 EDGAR M DA CUNHA PRESIDENT & TREASURER 5086751311 2020-11-05 1 MARIA BUNKER P00652618 7812373339 2020-11-05 98.118.55.124 2020-11-05 07:21:53 ES P A4683B369060611D3A6B9BEB45145DBFDDFA969A 47B0E6242F60B25BEC8E613D90EDDF09E5B6CF72 2019 2021-01-29 14:40:06Z EDGAR M DA CUNHA 394 HIGHLAND AVENUE FALL RIVER MA 02720 16378095 0 X WWW.DHFO.ORG X 1916 MA PROVIDES SKILLED NURSING & REHABILITATIVE CARE FOR THE FRAIL & ELDERLY. 9 3 340 6 0 0 21735 9161 15129797 15520317 243069 30933 349950 298299 15744551 15858710 0 0 0 0 10287806 10811289 0 0 0 5612093 5455362 15899899 16266651 -155348 -407941 7065365 8533831 2686279 4412460 4379086 4121371 TO PROVIDE EXTENDED CARE TO THE CHRONICALLY ILL AND DISABLED, WITH SPECIAL EMPHASIS ON THE CARE OF THE FRAIL ELDERLY. 0 0 14934499 15520317 TO PROVIDE NURSING AND/OR REHABILITATION SERVICES TO THE AGED AND INFIRM FOR 65,398 PATIENT DAYS 14934499 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 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 1 340 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 3 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LAURA MITCHELL 5086798154 368 NORTH MAIN STREET FALL RIVER MA 02720 EDGAR M DA CUNHA M + PRESIDENT & TREASURER 1.00 X X 0 0 0 RICHARD WILSON M + VICE PRESIDENT 1.00 X X 0 0 0 JOHN J OLIVEIRA M + CLERK 1.00 X X 0 0 0 JOHN J OLIVEIRA PA M + DIRECTOR 1.00 X 0 0 0 RICHARD SAUNDERS DIRECTOR 1.00 X 0 0 0 WALTER SMITH DIRECTOR 1.00 X 0 0 0 JOANNE LONG DIRECTOR 1.00 X 0 0 0 KEVIN KILEY DIRECTOR 1.00 X 0 0 0 JOANNE ROQUE DIRECTOR 40.00 X 0 159086 33771 AUDREY D MELLO LPN CHARGE 40.00 X 120892 0 12844 KATHERINE HELGELAND ASST DIR OF NURSING 40.00 X 100186 0 10644 221078 159086 57259 2 0 1 0 SYMBRIA REHAB INC 28100 TORCH PARKWAY WARRENVILLE IL 60555 THERAPY SERVICES 936404 NORTON AND ASSOCIATES INC 34 ELM STREET COHASSET MA 02025 NURSING SERVICES 619080 DIOCESAN HEALTH FACILITIES 368 NORTH MAIN STREET FALL RIVER MA 02720 MANAGEMENT SERVICES 482570 3 180 8981 9161 MEDICARE/MEDICAID 623000 12769274 12769274 PATIENT SERVICE REVENUE 623000 2751043 2751043 15520317 21489 21489 521748 499662 12642 22086 -12642 9444 9444 19147 180 7081 12066 12066 OTHER INCOME 900099 286233 286233 286233 15858710 15520317 0 329232 X 9054401 8609299 445102 232843 221396 11447 780169 741817 38352 743876 707308 36568 330575 330575 47582 47582 29500 29500 8167 8167 2608013 2586431 21582 25460 25460 126222 126222 494961 394952 100009 16546 16546 145 145 247091 176950 70141 171037 153138 17899 SUPPLIES 696079 696079 FOOD 491702 491702 BAD DEBT 78673 78673 USER FEE 44953 44953 38656 31656 7000 16266651 14934499 1332152 0 500 500 267191 1025344 1660016 2260520 21784 21255 66056 71830 8868777 6107596 2706033 2761181 943854 851296 965 1399931 1540940 7065365 8533831 1890634 3574784 795645 837676 2686279 4412460 X 4379086 4121371 4379086 4121371 7065365 8533831 -407941 150226 0 X X 0 1 X 1 0 X 13025 9459 4361 21735 9161 57741 14549055 14878259 15071528 15129797 15520317 75148956 14562080 14887718 15075889 15151532 15529478 75206697 0 0 0 75206697 50188 37090 47236 21429 21489 177432 50188 37090 47236 21429 21489 177432 666759 275781 339545 355384 305380 1942849 15279027 15200589 15462670 15528345 15856347 77326978 0.97260 0.97640 0.00230 0.00240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2015 AMOUNT: $ 650,307. 2016 AMOUNT: $ 258,640. 2017 AMOUNT: $ 323,941. 2018 AMOUNT: $ 335,649. 2019 AMOUNT: $ 286,233. FUNDRAISER INCOME - 2015 AMOUNT: $ 16,452. 2016 AMOUNT: $ 17,141. 2017 AMOUNT: $ 15,604. 2018 AMOUNT: $ 19,735. 2019 AMOUNT: $ 19,147. 422087 422087 6130332 4136932 1993400 1478470 1133501 344969 837888 837163 725 2761181 ACCRUED INTEREST RECEIVABLE 598 DUE FROM AFFILIATES 1540342 1540940 DUE TO AFFILIATES 837676 837676 X 16007850 150226 7081 157307 15850543 8167 8167 15858710 16265565 7081 7081 16258484 8167 8167 16266651 PART X, LINE 2: THE HOME RECOGNIZES THE TAX BENEFIT FROM ANY UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. MANAGEMENT HAS ANALYZED THE HOME'S TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN YEARS (2016-2018) OR EXPECTED TO BE TAKEN IN THE HOME'S 2019 TAX RETURNS. THE HOME IDENTIFIES ITS MAJOR TAX JURISDICTIONS AS U.S. FEDERAL AND THE COMMONWEALTH OF MASSACHUSETTS; HOWEVER, THE HOME IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. THE HOME ALSO FOLLOWS THE POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS (IF ANY) IN INCOME TAX EXPENSE. NO SUCH INTEREST AND PENALTIES HAVE BEEN RECORDED AS OF DECEMBER 31, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES GOLF TOURNAMENT 14920 180 14740 220 213 1566 1434 1234 FUNDRAISERS 3516 3516 2414 1 891 891 19327 180 19147 220 213 1566 1434 3648 7081 12066 X X 0 0 0 0 0 0 0 0 0 JOANNE ROQUE DIRECTOR 0 159086 0 0 0 0 0 4773 0 28998 0 192857 0 0 FORM 990, PART VI, SECTION A, LINE 2 MOST REVEREND EDGAR DA CUNHA, REVEREND RICHARD WILSON, REVEREND MONSIGNOR JOHN J. OLIVEIRA, REVEREND JOHN J. OLIVEIRA, KEVIN KILEY, AND JOANNE ROQUE HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO THE DIOCESAN HEALTH FACILITIES OFFICE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE MANAGEMENT COMPANY REVIEWS AND APPROVES THE 990. THEN THE PRESIDENT OF THE BOARD OF DIRECTORS REVIEWS AND SIGNS THE 990. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND DIRECTORS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF ANY KEY EMPLOYEE AND THE TOP MANAGEMENT OFFICIAL (THE ADMINISTRATOR) INVOLVES EXAMINING SIMILAR SALARIES OF OTHER EMPLOYEES IN SIMILAR POSITIONS IN OTHER NURSING HOME FACILITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,251,145. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,251,145. INFECTION CONTROL CONSULTANT: PROGRAM SERVICE EXPENSES 338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 338. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 41,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,700. MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 14,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,539. THERAPIST CONSULTANTS: PROGRAM SERVICE EXPENSES 879,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 879,692. ALL INCLUSIVE: PROGRAM SERVICE EXPENSES 284,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,579. LAB FEES: PROGRAM SERVICE EXPENSES 10,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,280. AMBULANCE: PROGRAM SERVICE EXPENSES 7,386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,386. RADIOLOGY: PROGRAM SERVICE EXPENSES 5,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,525. COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,582. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,582. DIETICIAN CONSULTANTS: PROGRAM SERVICE EXPENSES 928. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 928. RELATED PARTY LABOR: PROGRAM SERVICE EXPENSES 90,319. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,319. PART XI, LINE 26 THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. MADONNA MANOR INC 85 NORTH WASHINGTON STREET NORTH ATTLEBORO MA 02760 042596550 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 MARIAN MANOR INC 33 SUMMER STREET TAUNTON MA 02780 042277710 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 OUR LADY'S HAVEN OF FAIRHAVEN INC 71 CENTER STREET FAIRHAVEN MA 02719 042106632 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 ROMAN CATHOLIC BISHOP OF FALL RIVER 450 HIGHLAND AVENUE FALL RIVER MA 02720 043000709 RELIGIOUS ORGANIZATION MA 501(C)(3) 1 N/A 0 CATHOLIC MEMORIAL HOME INC 2446 HIGHLAND AVENUE FALL RIVER MA 02720 042106393 SKILLED NURSING FACILITY MA 501(C)(3) 9 N/A 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 CATHOLIC MEMORIAL HOME INC R 229000 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC L 97198 COST OF SERVICES PROVIDED MARIAN MANOR INC L 56743 COST OF SERVICES PROVIDED OUR LADY'S HAVEN INC L 29388 COST OF SERVICES PROVIDED CATHOLIC MEMORIAL HOME INC M 39220 COST OF SERVICES PURCHASED MADONNA MANOR INC R 66000 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC O 136418 COST OF SERVICES PROVIDED MARIAN MANOR INC O 56743 COST OF SERVICES PROVIDED OUR LADY'S HAVEN INC O 29388 COST OF SERVICES PROVIDED ROMAN CATHOLIC BISHOP OF FALL RIVER M 232843 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 692403 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE M 330575 COST OF SERVICES PURCHASED ROMAN CATHOLIC BISHOP OF FALL RIVER M 2654 COST OF SERVICES PURCHASED OUR LADY'S HAVEN INC D 105000 ACTUAL AMOUNT LOANED DIOCESAN HEALTH FACILITIES OFFICE E 95000 ACTUAL AMOUNT LOANED MARIAN MANOR INC P 225129 ACTUAL AMOUNT PAID MADONNA MANOR INC P 62807 ACTUAL AMOUNT PAID OUR LADY'S HAVEN INC P 136074 ACTUAL AMOUNT PAID DIOCESAN HEALTH FACILITIES OFFICE P 8460 ACTUAL AMOUNT PAID CATHOLIC MEMORIAL HOME INC Q 65381 ACTUAL AMOUNT RECEIVED MADONNA MANOR INC Q 212 ACTUAL AMOUNT RECEIVED CATHOLIC MEMORIAL HOME INC P 174585 ACTUAL AMOUNT PAID ROMAN CATHOLIC BISHOP OF FALL RIVER M 80771 COST OF SERVICES PURCHASED DIOCESAN HEALTH FACILITIES OFFICE Q 295366 ACTUAL AMOUNT RECEIVED DIOCESAN HEALTH FACILITIES OFFICE S 166000 ACTUAL AMOUNT RECEIVED