2019-11-14T10:52:43-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2018-01-01 042648872 ELIZABETH SETON RESIDENCE INC ELIZ 7812372161 125 OAKLAND STREET WELLESLEY HILLS MA 02481 SISTER JOAN HOLMBERG CHAIRPERSON 7812372161 2019-11-06 1 JOHN NORMAN P01506766 6179848100 67.137.57.251 2019-11-06 09:35:46 ES P C8FE3F06F46A1D4AD6846F37A561FBDC012C7E24 2FB13AE82846AA91096501B2C4C574A7F21EA58D 2018 2020-03-31 21:24:44Z SISTER JOAN HOLMBERG 125 OAKLAND STREET WELLESLEY HILLS MA 02481 11469969 0 0928 X WWW.ELIZABETHSETON.ORG X 1981 MA OPERATING AN 84-BED SKILLED NURSING AND REHABILITATION FACILITY PROVIDING CARE TO THE ELDERLY. THE SPIRIT OF SAINT ELIZABETH ANN SETON INSPIRES ALL ASPECTS OF LIFE AT THE ELIZABETH SETON RESIDENCE. THE ORGANIZATION'S GOAL IS TO REFLECT MOTHER SETON'S MISSION IN THE EVERYDAY CARE OF OUR RESIDENTS AND INTERACTIONS AMONG STAFF MEMBERS. ELIZABETH SETON RESIDENCE ENDEAVORS TO MEET THE PHYSICAL, PSYCHOLOGICAL, EMOTIONAL, CULTURAL, AND SPIRITUAL NEEDS OF ITS RESIDENTS. 15 15 163 30 0 0 485996 1051735 9396617 10353937 50 0 44949 25268 9927612 11430940 0 0 0 0 6556292 6955458 0 2377 58730 3556229 3911468 10112521 10869303 -184909 561637 6026469 5338692 2388700 2178286 3637769 3160406 X OUR MISSION AT ELIZABETH SETON RESIDENCE CALLS US TO PROVIDE COMPASSIONATE, CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED. WE ARE AN 84-BED SKILLED NURSING AND REHABILITATION FACILITY, PROVIDING CARE TO THE ELDERLY. THE SPIRIT OF SAINT ELIZABETH ANN SETON INSPIRES ALL ASPECTS OF LIFE AT THE ELIZABETH SETON RESIDENCE. THE ORGANIZATION'S GOAL IS TO REFLECT MOTHER SETON'S MISSION IN THE EVERYDAY CARE OF OUR RESIDENTS AND INTERACTIONS AMONG STAFF MEMBERS. ELIZABETH SETON RESIDENCE ENDEAVORS TO MEET THE PHYSICAL, PSYCHOLOGICAL, EMOTIONAL, CULTURAL AND SPIRITUAL NEEDS OF THE RESIDENTS. 0 0 9707608 10375034 THE ELIZABETH SETON RESIDENCE IS AN 84-BED NOT FOR PROFIT CATHOLIC SKILLED NURSING AND REHABILITATION FACILITY LOCATED IN WELLESLEY HILLS, MASSACHUSETTS. IT WAS FIRST OPENED BY THE SISTERS OF CHARITY (HALIFAX) IN 1980 AND WAS RENOVATED IN 2010 TO SUPPORT PERSON-CENTERED CARE AND A MORE HOMELIKE ENVIRONMENT. ALL ARE WELCOME REGARDLESS OF RELIGION, RACE, ETHNIC BACKGROUND, GENDER OR NATIONAL ORIGIN. WE PROVIDE COMPASSIONATE LONG TERM CARE, PALLIATIVE CARE, HOSPICE AND RESPITE STAYS IN AN ENVIRONMENT THAT PROVIDES MEDICAL, SPIRITUAL, AND SOCIAL SUPPORT OF RESIDENTS AND THEIR FAMILIES. OUR DEDICATED 16 BED SHORT-TERM REHABILITATION UNIT PROVIDES EXCEPTIONAL THERAPY AND NURSING CARE TO THOSE REQUIRING SKILLED INTERVENTION PRIOR TO RETURNING HOME AFTER AN ILLNESS OR SURGERY. THE RESIDENCE IS MEDICARE AND MEDICAID CERTIFIED AND WE ARE PROUD OF OUR CMS 5-STAR QUALITY RATING. WE WERE NAMED A TOP PERFORMING NURSING HOME BY US NEWS AND WORLD REPORT AND CONSISTENTLY MEET OR EXCEED STATE AND NATIONAL QUALITY STANDARDS. 9707608 1 1 0 1 0 0 0 0 0 1 1 0 0 0 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 25 0 163 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER COOK 7819971124 125 OAKLAND STREET WELLESLEY HILLS MA 02481 JOAN HOLMBERG SC CHAIRPERSON 1.00 1.00 X X 0 0 0 FAIRLIE DALTON VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 MAUREEN BEALE SC SECRETARY 1.00 1.00 X X 0 0 0 NORM BOUCHER TREASURER 1.00 1.00 X X 0 0 0 ELIZABETH BICKAR SC DIRECTOR 1.00 1.00 X 0 0 0 FRANCIS CAMPION DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH CARELLA DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW DEVINE DIRECTOR 1.00 1.00 X 0 0 0 JACQUELYN MCCARTHY CSJ DIRECTOR 1.00 1.00 X 0 0 0 PETER MONGEAU DIRECTOR 1.00 1.00 X 0 0 0 KATHLEEN NILLES DIRECTOR 1.00 1.00 X 0 0 0 JUDITH PARK SC DIRECTOR 1.00 1.00 X 0 0 0 JOAN M RILEY DIRECTOR 1.00 1.00 X 0 0 0 CARL ROSENFIELD DIRECTOR 1.00 1.00 X 0 0 0 JAMES WALSH SJ DIRECTOR 1.00 1.00 X 0 0 0 LORI FERRANTE ADMINISTRATOR 40.00 0.00 X 163099 0 24660 JENNIFER COOK CONTROLLER 24.00 16.00 X 127283 0 18248 290382 0 42908 2 0 1 0 UNIDINE CORP PO BOX 36039 PITTSBURG PA 15251 DINING SERVICES 930487 FUSION REHAB SERVICES 340 WINTER ST FRAMINGHAM MA 01702 REHABILITATION SERVICES 516269 2 85150 850000 116585 1051735 NET PATIENT SERVICE REVENUE 623000 10353937 10353937 10353937 43200 85150 39029 4171 4171 UHC DIVIDEND SHARED SAVINGS 623000 16150 16150 OTHER 623000 4947 4947 21097 11430940 10375034 0 4171 333020 333020 5278920 5236347 42573 164927 154263 9410 1254 746532 710974 29778 5780 432059 404121 24652 3286 54700 54700 2377 2377 32318 32318 60948 37556 23392 417338 297724 119614 121426 107462 13357 607 56549 50046 6220 283 340012 300911 37401 1700 38585 34148 4244 193 DIETARY 927897 927897 ANCILLARIES AND SUPPLIE 757642 757642 USER FEES 529948 529948 PLANT EXPENSES 365276 365276 208829 158569 49583 677 10869303 9707608 1102965 58730 364334 860435 751247 834639 39672 45014 10412525 6813921 3829870 3598604 1041346 0 6026469 5338692 814557 835532 1574143 1342754 2388700 2178286 X 3536488 3055786 101281 104620 3637769 3160406 6026469 5338692 X 561637 -1039000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1500 1500 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING. 101281 12100 8761 104620 115099 806 14624 101281 71451 49673 6025 115099 19769 51774 92 71451 20209 200 640 19769 1.00000 0 0 8713296 5391705 3321591 1699229 1422216 277013 3598604 DUE TO RELATED PARTIES 25578 DUE THIRD-PARTY PAYORS 49214 LONG-TERM DEBT DUE TO RELATED PARTY 1267962 1342754 X 12508969 1039000 1039000 11469969 -39029 -39029 11430940 10908333 39029 39029 10869304 0 10869304 PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS ARE AVAILABLE FOR THE FOLLOWING PURPOSES: 1) RESIDENT ACTIVITIES, 2) NURSING HOME IMPROVEMENTS, AND 3) STAFF APPRECIATION. PART X, LINE 2: ELIZABETH SETON RESIDENCE IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ELIZABETH SETON RESIDENCE FOLLOWS THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN DEFINED BENEFIT PLAN 1,039,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -39,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 39,029. FALL FUNDRAISER 128350 85150 43200 24256 1175 13598 128350 85150 43200 24256 1175 13598 39029 4171 X 0 0 0 0 0 0 0 0 0 LORI FERRANTE ADMINISTRATOR 161341 0 1500 0 258 0 6745 0 17915 0 187759 0 0 0 FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS ARE SUBJECT TO APPROVAL BY THE SISTERS OF CHARITY OF HALIFAX, NOVA SCOTIA. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FEDERAL FORM 990, EITHER IN PAPER OR ELECTRONIC FORM AND INCLUDING ALL REQUIRED SCHEDULES, IS PROVIDED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO THE RETURNS BEING FILED WITH THE APPROPRIATE AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM, ASKING THEM TO ACKNOWLEDGE THEY HAVE RECEIVED, READ AND UNDERSTOOD THE POLICY; TO LIST THEIR EMPLOYMENT AND CONSULTING WORK, TO LIST ALL BOARDS AND COMMITTEES ON WHICH THEY SERVE AND ALL VOLUNTEER POSITIONS. AT A BOARD MEETING, WHEN A CONFLICT IS IDENTIFIED, THE BOARD MEMBER IN QUESTION IS ASKED TO LEAVE THE MEETING WHILE THE PARTICULAR ITEM IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE ADMINISTRATOR OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ACCRUED PENSION EXPENSE -1,039,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR. SISTERS OF CHARITY (HALIFAX) SUPPORTING CORPORATION 125 OAKLAND STREET WELLESELY MA 02481 042103641 REALTY WHICH RENTS PROPERTY TO RELATED PARTIES MA 501(C)(3) LINE 1 N/A 0 MARILLAC RESIDENCE INC 125 OAKLAND STREET WELLESELY MA 02481 043436894 PROVIDE RESIDENTIAL CARE TO MEMBERS OF THE CONGREGATION MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) COPORATE MISSION INC 125 OAKLAND STREET WELLESELY MA 02481 042430557 RELIGIOUS COMMUNITY AND MISSION OF SISTERS OF CHARITY MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY CENTRE 215 SETON ROAD HALIFAX NOVA SCOTIA CA B3M0C9 OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION CA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0