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 043436894 MARILLAC RESIDENCE INC MARI 7812372161 125 OAKLAND STREET WELLESLEY MA 02481 SISTER JOAN HOLMBERG CHAIRPERSON 7812372161 2019-11-06 1 JOHN NORMAN P01506766 6179848100 67.137.57.251 2019-11-06 09:40:49 ES P C8FE3F06F46A1D4AD6846F37A561FBDC012C7E24 2FB13AE82846AA91096501B2C4C574A7F21EA58D 2018 2020-03-31 21:24:44Z SISTER JOAN HOLMBERG 125 OAKLAND STREET WELLESLEY MA 02481 4490610 0 0928 X N/A X 1999 MA TO PROVIDE COMPASSIONATE AND CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED. 15 15 66 6 0 0 1356604 952447 3278479 3510615 0 0 23634 27548 4658717 4490610 0 0 0 0 1995141 2210304 0 0 0 2894653 2968358 4889794 5178662 -231077 -688052 9313788 8182410 10526548 10083222 -1212760 -1900812 X OPERATING AN 76-BED RESIDENTIAL CARE FACILITY PROVIDING CARE TO THE ELDERLY AND RETIRED SISTERS. THE MISSION AT MARILLAC RESIDENCE CALLS US TO PROVIDE COMPASSIONATE AND CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED. 0 0 4282249 3531174 MARILLAC RESIDENCE PROMOTES "AGING IN PLACE" FOR AS LONG AS IT IS SAFE FOR THE RESIDENT TO DO SO. MARILLAC RESIDENCE'S PROGRAMS AND SERVICES ARE BASED ON THE FIVE PILLARS OF WELLNESS: INTELLECTUAL, SOCIAL, SPIRITUAL, PHYSICAL AND EMOTIONAL. MARILLAC RESIDENCE OFFERS OPPORTUNITIES FOR LEARNING, SOCIAL ENGAGEMENT, RELIGIOUS EXPRESSION AND SOCIAL AND GLOBAL JUSTICE ACTIVITIES, PHYSICAL ACTIVITY, AND OPPORTUNITIES FOR PERSONAL DEVELOPMENT. OUR GOAL IS TO MAXIMIZE THE RESIDENTS' INDEPENDENCE AND PROVIDE A SENSE OF ACCOMPLISHMENT, WELL-BEING AND CONFIDENCE IN THEIR ABILITY TO MAINTAIN A MEANINGFUL QUALITY OF LIFE. RENOVATIONS COMPLETED IN 2013 HELP TO ENCOURAGE RESIDENT INDEPENDENCE. ROOMS WERE ENLARGED AND ENSUITE BATHROOMS ADDED; ALL ROOMS HAVE CALL BELLS AND RESIDENTS ARE GIVEN LIFELINE PENDANTS FOR USE IN THE BUILDING. SAFETY, HEALTH AND WELLNESS ARE PRIORITIES. 4282249 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 66 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 JUDITH BREEN ADMINISTRATOR 40.00 0.00 X 74352 0 3003 JENNIFER COOK CONTROLLER 16.00 24.00 X 0 127283 18248 74352 127283 21251 0 0 0 0 UNIDINE CORP PO BOX 36039 PITTSBURG PA 15251 DINING SERVICES 787706 1 940000 12447 952447 NET PATIENT SERVICE REVENUE 623000 3510615 3510615 3510615 27548 20559 6989 27548 4490610 3531174 0 6989 77355 77355 1779781 1510271 269510 36221 29456 6765 195801 159230 36571 121146 98519 22627 998 998 30940 30940 83145 12900 70245 69264 69264 402000 377880 24120 505006 474706 30300 668596 628480 40116 2094 1968 126 DIETARY EXPENSE 831088 831088 PLANT EXPENSE 228362 10886 217476 MEDICAL SUPPLIES 76354 76354 HOUSEKEEPING EXPENSE 36103 36103 34408 34408 5178662 4282249 896413 0 702443 209249 198765 238417 12379 10868 14107649 6426870 8333397 7680779 66804 43097 9313788 8182410 180323 203371 10346225 9879851 10526548 10083222 X -1279564 -1943909 66804 43097 -1212760 -1900812 9313788 8182410 -688052 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 202 202 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. 66804 1772 25479 43097 95076 1825 30097 66804 94160 7486 6570 95076 91988 5000 2828 94160 93020 344 1376 91988 1.00000 0 0 13549875 5968304 7581571 502829 403621 99208 54945 54945 0 7680779 DUE TO RELATED PARTIES 38365 LONG-TERM DEBT, DUE TO RELATED PARTY 9841486 9879851 X 4490610 0 4490610 0 4490610 5178662 0 5178662 0 5178662 PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS ARE AVAILABLE FOR THE FOLLOWING PURPOSES: 1) BROWN BAG MEAL OUTREACH, 2) CHAPEL DECORATIONS, 3) MISSION SUPPORT, AND 4) DEMENTIA CARE. PART X, LINE 2: MARILLAC 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. MARILLAC 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. 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 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 WELLESLEY MA 02481 042103641 REALTY WHICH RENTS PROPERTY TO RELATED PARTIES MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 ELIZABETH SETON RESIDENCE INC 125 OAKLAND STREET WELLESLEY MA 02481 042648872 PROVIDE LONG-TERM SKILLED NSG CARE TO ELDERLY CONGREGATION & GENERAL PUBLIC MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) CORPORATE MISSION INC 125 OAKLAND STREET WELLESLEY 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 B3MOC9 OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION CA 501(C)(3) LINE 1 N/A 0 501(C)(3) 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 1